facilities services open house 2018 open-ended designer ......execute the open -ended designer...

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AGENDA 7:30-8:15am - Breakfast Persimmon Conf Room 129 Giles Horney Main Building ~8:30-9:00am - Presentations Contractors in Magnolia Conference Room 100 in Giles Horney Main Building Designers in Sycamore Conference Room 101 in Construction Shops Building Overflow in Hickory Conference Room 103 in Construction Shops Building ~9:00-10:00am - Networking

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Page 1: Facilities Services Open House 2018 Open-ended designer ......Execute the Open -Ended Designer Agreement contract One year with option to extend for one additional year When a project

AGENDA▪ 7:30-8:15am - Breakfast

▪ Persimmon Conf Room 129 Giles Horney Main Building

▪ ~8:30-9:00am - Presentations▪ Contractors in Magnolia Conference Room 100 in Giles Horney Main Building

▪ Designers in Sycamore Conference Room 101 in Construction Shops Building▪ Overflow in Hickory Conference Room 103 in Construction Shops Building

▪ ~9:00-10:00am - Networking

Page 2: Facilities Services Open House 2018 Open-ended designer ......Execute the Open -Ended Designer Agreement contract One year with option to extend for one additional year When a project

OPEN-ENDED DESIGNER AGREEMENTSUniversity of North Carolina at Chapel Hill

Fall 2018

Page 3: Facilities Services Open House 2018 Open-ended designer ......Execute the Open -Ended Designer Agreement contract One year with option to extend for one additional year When a project

AGENDA▪ Introductions

▪ Overview of Contracting Method

▪ 2017 and 2018 Metrics

▪ 2019 Process

▪ Questions

▪ Networking

Page 4: Facilities Services Open House 2018 Open-ended designer ......Execute the Open -Ended Designer Agreement contract One year with option to extend for one additional year When a project

INTRODUCTIONS

Page 5: Facilities Services Open House 2018 Open-ended designer ......Execute the Open -Ended Designer Agreement contract One year with option to extend for one additional year When a project

Associate Vice ChancellorAnna Wu, FAIA

Executive Director Facilities Planning & Design

Evan Yassky, AIA

Executive DirectorEngineering & Construction

Greg Driver, PE

Executive DirectorOperations

Darius Dixon

Executive DirectorAdministrative Services

Robyn Narvesen

ORGANIZATION STRUCTURE (PARTIAL)

Executive AdministratorLynn Friend

Page 6: Facilities Services Open House 2018 Open-ended designer ......Execute the Open -Ended Designer Agreement contract One year with option to extend for one additional year When a project

Exec DirectorEvan Yassky, AIA

Asst Director Design

Joe Ockert, RA

Architect Chris Bozzelli

Architectural TechnicianReggie Stewart

Architect Vacant

Asst DirectorInteriors

Cheryl Leguillow, NCIDQ, AUID

DesignerJennifer Stallings

DesignerPowell Marshall

DesignerBailey Gatens

Historic PropertyAnne Douglas

Asst DirectorPlanning

Nathan Harms, AIA

Planners

Mayowa Alabi Jill Coleman Amy Dean Joe Fenton Tom Loter

Steve McGarry Michael Pierce

DirectorFacilities Technology

Abbas Piran

Space Data Plan Room

Facilities Condition Assessment Program

(FCAP)

Mapping

AdministratorMark Pickard

Page 7: Facilities Services Open House 2018 Open-ended designer ......Execute the Open -Ended Designer Agreement contract One year with option to extend for one additional year When a project

Exec DirectorGreg Driver, PE

Asst Director Energy Management

Cindy Register, PE

Energy EngineerGeorge Jacobs, PE

Senior Commissioning

Rod Rabold

Energy EngineerObadele St. George

Data AnalystJessica O’Hara

Asst DirectorFacilities Engineering

Sarah Towles, PE

Senior ElectricalJeannie Smith, PE

Senior MechanicalJoe Magura, PE

Facility EngineerChuck Dabney, PE

Facility EngineerBen Johnson, HBDP

Electrical DesignerBilly Vierra

BSL3 – DCM Engineer William Robertson,

PE

DirectorConstruction Mngmt

Sid Stone

Construct ManagerMike Lloyd

Construct ManagerGeorge Kirschmann

Construct ManagerErrol Simon

Formal CM’s Kyle Coble

Chris Glenn Greg Graves Keith Snead

Joel Witherow

Interim DirectorConstruction Shops

Ken Vogel

Supervisors

AdministratorCody Pace

AdministratorMary Boyer

Page 8: Facilities Services Open House 2018 Open-ended designer ......Execute the Open -Ended Designer Agreement contract One year with option to extend for one additional year When a project

Also, PM’ing an average of 10 formal projects in FES, EM, FPD-D

27

2928

30 30

28 28

26 26

2829

3132 33

34

3031

30

3233

36

34

37 37

35 35

32 33

3537

3940

36

38

3334

33

40

265

291

275

299 298

280276

259263

282

292

313

322

328

343

298

310

297

322

220

240

260

280

300

320

340

360

380

0

5

10

15

20

25

30

35

40

45

Total Projects and # Projects per PM

# per PM (Filled = 10) # per PM (Actual) Total

Data does not include formal CIP projects being managed in FPD-Design, Facilities Engineering, or Energy Management.

Page 9: Facilities Services Open House 2018 Open-ended designer ......Execute the Open -Ended Designer Agreement contract One year with option to extend for one additional year When a project

OTHER KEY PLAYERS (PARTIAL)From Facilities

▪ ADA

▪ Building Services▪ Life Safety▪ HVAC Services▪ Electrical Services▪ Plumbing Services▪ Exteriors / Roofing▪ Grounds

▪ Controls & Commissioning

Outside Facilities

▪ EHS

▪ ITS

▪ Energy Services

▪ Transportation & Parking

▪ Buildings & Grounds Committee

▪ User Group

Page 10: Facilities Services Open House 2018 Open-ended designer ......Execute the Open -Ended Designer Agreement contract One year with option to extend for one additional year When a project

OVERVIEW OF OEDACONTRACTING METHOD

Page 11: Facilities Services Open House 2018 Open-ended designer ......Execute the Open -Ended Designer Agreement contract One year with option to extend for one additional year When a project

Abatement Arc Flash Architecture Audio Visual

Civil Cx Envelope Cx MEP Electrical

Interiors Lab Planning

Landscape Architecture

Land Surveying

Lighting Design Mechanical Roofing Structural

Vivarium Design

Page 12: Facilities Services Open House 2018 Open-ended designer ......Execute the Open -Ended Designer Agreement contract One year with option to extend for one additional year When a project

OVERVIEW OF CONTRACTING METHOD▪ Submit OEDA application online

▪ Discipline committees review applications and select firms

▪ Execute the Open-Ended Designer Agreement contract▪ One year with option to extend for one additional year

▪ When a project under $500K total project cost is initiated, execute an Authorization to Proceed (ATP)

▪ Contract Structure▪ Prime consultant / Subconsultant / Hybrid: In-House Architect with OEDA Engineering

▪ Rotate through list of firms within discipline

Page 13: Facilities Services Open House 2018 Open-ended designer ......Execute the Open -Ended Designer Agreement contract One year with option to extend for one additional year When a project

SCOPE OF SERVICES(PARTIAL)• ATP (Authorization to Proceed)

• Design• Field verification of existing drawings

• We will assist you on site!• Provide meeting minutes• Follow UNC Design Guidelines• Incorporate review comments• Estimate probable construction cost

• Bidding Phase & Front End Options• Administered by University – OR –• Administered by Designer

• Construction Administration• Lead weekly site visits• Provide field reports• Punchlist and reinspection

• Close-out

Page 14: Facilities Services Open House 2018 Open-ended designer ......Execute the Open -Ended Designer Agreement contract One year with option to extend for one additional year When a project

SCOPE OF SERVICES(PARTIAL)• ATP (Authorization to Proceed)

• Design• Field verification of existing drawings

• We will assist you on site!• Provide meeting minutes• Follow UNC Design Guidelines• Incorporate review comments• Estimate probable construction cost

• Bidding Phase & Front End Options• Administered by University – OR –• Administered by Designer

• Construction Administration• Lead weekly site visits• Provide field reports• Punchlist and reinspection

• Close-out

Page 15: Facilities Services Open House 2018 Open-ended designer ......Execute the Open -Ended Designer Agreement contract One year with option to extend for one additional year When a project

2017 & 2018 METRICS

Page 16: Facilities Services Open House 2018 Open-ended designer ......Execute the Open -Ended Designer Agreement contract One year with option to extend for one additional year When a project

2017 & 2018 OEDA• 20 Month Period

• 131 Designer Contracts

Page 17: Facilities Services Open House 2018 Open-ended designer ......Execute the Open -Ended Designer Agreement contract One year with option to extend for one additional year When a project

2017 & 2018 OEDA• 20 Month Period

• 131 Designer Contracts

• Total Value - $2.5M

Page 18: Facilities Services Open House 2018 Open-ended designer ......Execute the Open -Ended Designer Agreement contract One year with option to extend for one additional year When a project

2017 & 2018 OEDA• 20 Month Period

• 131 Designer Contracts

• Total Value - $2.5M

• Contracting $125,000 per month on average

• Average Contract - $19,000

Page 19: Facilities Services Open House 2018 Open-ended designer ......Execute the Open -Ended Designer Agreement contract One year with option to extend for one additional year When a project

2017 & 2018 OEDA• 20 Month Period

• 131 Designer Contracts

• Total Value - $2.5M

• Contracting $125,000 per month on average

• Average Contract - $19,000

Classroom/Office Renovations Feasibility Studies

Labs & Makerspaces

Façade & Waterproofing

Repairs

Fall Protection Roof Replacement

Ventilation Improvements /

Fume Hood Installation

Parking Deck Repairs

Page 20: Facilities Services Open House 2018 Open-ended designer ......Execute the Open -Ended Designer Agreement contract One year with option to extend for one additional year When a project

2017 & 2018 OEDA CONTRACTS

13

3

19

1

7

43

24

4

810

6

17

7

32

0

5

10

15

20

25

30

Page 21: Facilities Services Open House 2018 Open-ended designer ......Execute the Open -Ended Designer Agreement contract One year with option to extend for one additional year When a project

2019 PROCESS

Page 22: Facilities Services Open House 2018 Open-ended designer ......Execute the Open -Ended Designer Agreement contract One year with option to extend for one additional year When a project

2019 OEDA PROCESS▪ Submit application online (multiple disciplines at once)

http://go.unc.edu/unc-oed▪ NLT 5PM on Friday October 26, 2018

▪ Example projects▪ SF-330

▪ UNC will execute OEDA contracts by end of 2018

▪ Kick-off meeting with more in-depth information early 2019

Page 23: Facilities Services Open House 2018 Open-ended designer ......Execute the Open -Ended Designer Agreement contract One year with option to extend for one additional year When a project

CONSIDERATIONS▪ Relevant experience, expertise, and past performance

▪ Project leadership and management

▪ Responsiveness

▪ Willingness to prioritize projects under $500K total project cost

▪ Proximity to Chapel Hill

▪ Diversity and NC HUB certification

▪ “Share the wealth”

▪ Relationship building

Page 24: Facilities Services Open House 2018 Open-ended designer ......Execute the Open -Ended Designer Agreement contract One year with option to extend for one additional year When a project

QUESTIONSThank you!

Sarah [email protected]

Joe [email protected]

Cheryl [email protected]

Lynn [email protected]