professional services orientation and... · purpose the facilities planning and construction...
TRANSCRIPT
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PROFESSIONAL SERVICES ORIENTATION
03.07.2018
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index
1.0 introductions
2.0 fp&c
3.0 projects
3.1 minor
3.2 major
4.0 workflow
5.0 additional information
6.0 evaluations
7.0 inquiries
0.0
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Architects
MEPF
Landscape Architects
Master Planners
Building Envelope
Commissioning
Civil Engineers
http://fp.ucf.edu/sites/default/files/projects/ContinuingServicesFirms.pdf 1.0introduction
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FP&C UESLNR
FO
RM EHS
FACILITIES & SAFETY
1.0introductionhttp://fs.ucf.edu
OIR
Parking
Services
UCF IT
SPAA
Convocation
Corp
Business
Services
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1.0introductionhttp://fp.ucf.edu
www.fs.ucf.eduFacilities & Safety (F&S):
Facilities Planning & Construction (FP&C):
Utilities & Energy Services (UES):
Environmental Health & Safety (EH&S):
Landscape & Natural Resources (LNR):
UCF Technology Services (IT):
Office of Instructional Resources (OIR):
Resource Management (RM):
Facilities Operations (FO):
www.fp.ucf.edu
www.energy.ucf.edu
www.ehs.ucf.edu
www.green.ucf.edu
www.it.ucf.edu
www.oir.ucf.edu
www.rm.ucf.edu
www.fo.ucf.edu
Space Planning, Analysis & Administration (SPAA):
http://provost.ucf.edu/academic-affairs/space-planning-analysis-and-administration/
Business Services: https://businessservices.ucf.edu/index.html
UCF Convocation Corporation: https://admfin.ucf.edu/debt-management/
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purposeThe Facilities Planning and Construction Department is committed to providing proactive service and value
to the campus clients we serve. Our goal is to deliver projects within the budget and time frame that they are
needed. Our project managers and leadership staff come from the architectural, engineering, interior design,
and construction industries, providing the university with a wealth of experience to draw from for efficient
and effective project execution.
2.0fp&chttp://fp.ucf.edu
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mission
visionTo represent the University of Central Florida Core Values within the FP&C Department through:
Integrity: honest and fair
Scholarship: create an exciting and safe campus environment to enhance student learning
Community: sensitive to our community neighbors and partners throughout the development of our campus and facilities
Creativity: design and construct facilities that embrace new technology and allow flexibility for future growth and change
Excellence: provide the highest quality sustainable service throughout the design and construction phases of our projects.
To ensure that the quality of UCF’s physical environment supports the university’s standards in teaching, research, and campus life;
To excel in project delivery through leadership, integrity, passion, and excellent customer service;
To create an exciting and safe campus environment for UCF students, faculty and staff to learn, teach, work and play;
To minimize the life-cycle cost and environmental impact of UCF facilities, while ensuring the design and construction of
sustainable and maintainable facilities; and
To maintain a departmental culture of respect and dignity where individuals are encouraged to lead, learn and grow.
2.0fp&chttp://fp.ucf.edu
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2.0fp&chttp://fp.ucf.edu/sites/default/files/resources/UCF%20FP%26C%20ORG%20CHART%20021516.pdf
F&S
AVP
FP&C
DIR
ASSOC.
DIR, DES
ASST.
DIR, PLN
ASSOC.
DIR, CONS
FP&C PROJECT MANAGERS (11)
DOCUMENT
CONTROL
DATABASE
MNGMT
INTERNS
ADMIN
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minor < $2.0Mmajor > $2.0M 3.0projects
http://fp.ucf.edu/sites/default/files/projects/2016UCFPROJECTS.pdf
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4.0workflowhttp://fp.ucf.edu
1
request
2
fp&c
3
a/e
minor
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4.0workflowhttp://fp.ucf.edu
3
a/e
typ
ical
ste
ps
1. PM develops Scope of Work
2. Selects A/E:
- rotation
- expertise
- work load
- familiarity
sow
3. PM sends SOW to A/E
4. SOW is a preliminary eval,
A/E will need to verify to
develop final SOW
wal
kth
roug
h
1. On site scope verification
2. FP&C, A/E & End User
3. Existing Site Verification
a. sow to a/e
b. walkthrough
c. proposal
d. purchase order
e. milestones
f. standards
g. workshops
h. permit / bid
i. GC selection
j. ca
k. close out
l. invoice
m. add service
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4.0workflowhttp://fp.ucf.edu
3
a/e
typ
ical
ste
ps
1. Submit to PM
2. PM will review:
- all scope items are met
- prelim milestone
- alternate / exclusion
- met req. of CS contract
- no markups on basic
services sub-consultants
- 8% max markup on
specialty consultant
pro
po
sal
3. PM recommends to user
4. PM receive funding
a. sow to a/e
b. walkthrough
c. proposal
d. purchase order
e. milestones
f. standards
g. workshops
h. permit / bid
i. GC selection
j. ca
k. close out
l. invoice
m. add service
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4.0workflowhttp://fp.ucf.edu
3
a/e
typ
ical
ste
ps
po
1. PM sends PO to A/E- PO = NTP
- PM does not sign proposals
mil
esto
ne
1. Verify / Finalize milestones
a. sow to a/e
b. walkthrough
c. proposal
d. purchase order
e. milestones
f. standards
g. workshops
h. permit / bid
i. GC selection
j. ca
k. close out
l. invoice
m. add service
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4.0workflowhttp://fp.ucf.edu
mil
esto
ne
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4.0workflowhttp://fp.ucf.edu
typ
ical
ste
ps
stan
dar
ds
DESIGN STANDARDS
PROF. SERVICES GUIDE
UCF IT STANDARDS
OIR GUIDELINES
LNR GUIDELINES
LAB DESIGN GUIDELINES
UES GUIDELINES
FBC
NFPA
FL ACCESSIBILITY CODE
FL FIRE PREVENTION
NEC
3
a/e
a. sow to a/e
b. walkthrough
c. proposal
d. purchase order
e. milestones
f. standards
g. workshops
h. permit / bid
i. GC selection
j. ca
k. close out
l. invoice
m. add service
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4.0workflowhttp://fp.ucf.edu
crit
ical
nee
ds
chec
kli
st
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4.0workflowhttp://fp.ucf.edu/forms
dev
iati
on
s re
qu
est
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4.0workflowhttp://fp.ucf.edu
typ
ical
ste
ps
stan
dar
dsOwner’s Project Req. (OPR)
- provided by UCF
Commissioning
LEED
3
a/e
a. sow to a/e
b. walkthrough
c. proposal
d. purchase order
e. milestones
f. standards
g. workshops
h. permit / bid
i. GC selection
j. ca
k. close out
l. invoice
m. add service
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4.0workflowhttp://fp.ucf.edu
typ
ical
ste
ps
wo
rksh
op
s
1. Schedule at every phase
3
a/e
2. UCF review
3. A/E to present status of
project to UCF
4. A/E to document or respond
5. A/E to revise docs for next
phase or final
1. A/E submits to PM
per
mit
2. PM submits to BCO
3. BCO / SFM comments or
approves
a. sow to a/e
b. walkthrough
c. proposal
d. purchase order
e. milestones
f. standards
g. workshops
h. permit / bid
i. GC selection
j. ca
k. close out
l. invoice
m. add service
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j. ca
k. close out
g. workshops
4.0workflowhttp://fp.ucf.edu
typ
ical
ste
ps
bid
wal
k
1. A/E – PM execute bid walk
3
a/e
2. A/E – PM respond to bid
RFI
3. A/E – PM review bid
4. A/E recommends
a. sow to a/e
b. walkthrough
c. proposal
d. purchase order
e. milestones
f. standards
h. permit / bid
i. GC selection
l. invoice
m. add service
5. PM provide final selection
6. Pre-Con meeting
Discuss CC or CO(CC) Certification of Completion
*CC only req. BCO Sign Off
(CO) Certificate of Occupancy
*CO needs full F&S Sign Off
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4.0workflowhttp://fp.ucf.edu
Cer
tifi
cate
of
Occ
up
ancy
(C
O)
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4.0workflowhttp://fp.ucf.edu
Cer
tifi
cate
of
Occ
up
ancy
(C
O)
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4.0workflowhttp://fp.ucf.edu
Cer
tifi
cate
of
Occ
up
ancy
(C
O)
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i. GC selection
k. close out
g. workshops
4.0workflowhttp://fp.ucf.edu
typ
ical
ste
ps
close
ou
t
1. A/E executes punch list
3
a/e
2. A/E provide record docs
- CADD/Revit
- conformed specs
3. A/E provides s/s letters for
CO
a. sow to a/e
b. walkthrough
c. proposal
d. purchase order
e. milestones
f. standards
h. permit / bid
j. ca
l. invoice
m. add service
1. A/E responds to RFI
2. A/E reviews any cost
related to RFI
3. A/E review submittals
4. A/E provides field reports
ca
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m. add service
l. invoice
i. GC selection
g. workshops
4.0workflowhttp://fp.ucf.edu
typ
ical
ste
ps
inv
oic
e
1. Use invoice template
3
a/e
3. Send invoice to PM
3. Provide back up for all
consultants
4. PM will review / approve
a. sow to a/e
b. walkthrough
c. proposal
d. purchase order
e. milestones
f. standards
h. permit / bid
j. ca
k. close out
add s
erv
ice
1. A/E to provide proposal
2. PM to review
3. A/E – PM complete
justification form
4. AVP / Directors approve
4. PO issued
5. Final invoice after CC/CO
2. Match milestone
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4.0workflowhttp://fp.ucf.edu
inv
oic
e
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5.0additional informationhttp://fp.ucf.edu
1. Room Numbers are provided by SPAA
2. FP100 form required to acquire existing documents:
http://fp.ucf.edu/sites/default/files/forms/Request%20for%20Approval%20(F
P100).pdf
3. A/E’s must determine a path of life safety solution and not depend on BCO to
provide the solution
4. A/E’s are expected to fully understand / incorporate all UCF Standards and
not rely on the UCF FP&C PM
5. A/E to communicate with PM and not the end user
6. Campus Client Guide:
http://fp.ucf.edu/sites/default/files/resources/Campus%20Client%20Guide%2
0to%20FP%26C.pdf
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5.0additional informationhttp://fp.ucf.edu
7. Campus Building Addresses: http://www.rm.fs.ucf.edu/crosswalk/default.aspx
8. Minor Projects are designated by a 8 digit number
9. For all Project related communication, reference / include 8 digit number
16 001001
YEAR
BUILDING
NUMBER
SEQUENCE
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6.0evaluationhttp://fp.ucf.edu
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7.0http://fp.ucf.edu
inquiries?
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PROFESSIONAL SERVICES ORIENTATION
03.31.2016