open-ended designer agreements - facilities services · execute the open -ended designer agreement...
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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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OPEN-ENDED DESIGNER AGREEMENTSUniversity of North Carolina at Chapel Hill
Fall 2018
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AGENDA▪ Introductions
▪ Overview of Contracting Method
▪ 2017 and 2018 Metrics
▪ 2019 Process
▪ Questions
▪ Networking
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INTRODUCTIONS
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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
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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
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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
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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.
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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
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OVERVIEW OF OEDACONTRACTING METHOD
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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
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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
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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
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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
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2017 & 2018 METRICS
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2017 & 2018 OEDA• 20 Month Period
• 131 Designer Contracts
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2017 & 2018 OEDA• 20 Month Period
• 131 Designer Contracts
• Total Value - $2.5M
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2017 & 2018 OEDA• 20 Month Period
• 131 Designer Contracts
• Total Value - $2.5M
• Contracting $125,000 per month on average
• Average Contract - $19,000
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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
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2017 & 2018 OEDA CONTRACTS
13
3
19
1
7
43
24
4
810
6
17
7
32
0
5
10
15
20
25
30
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2019 PROCESS
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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
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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