AGENDA 7:30-8:15am - Breakfast Persimmon Conf Room 129 Giles Horney - - PowerPoint PPT Presentation

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AGENDA 7:30-8:15am - Breakfast Persimmon Conf Room 129 Giles Horney - - PowerPoint PPT Presentation

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


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SLIDE 1

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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SLIDE 2

OPEN-ENDED DESIGNER AGREEMENTS

University of North Carolina at Chapel Hill Fall 2018

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SLIDE 3

AGENDA

▪ Introductions ▪ Overview of Contracting Method ▪ 2017 and 2018 Metrics ▪ 2019 Process ▪ Questions ▪ Networking

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SLIDE 4

INTRODUCTIONS

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SLIDE 5

Associate Vice Chancellor Anna Wu, FAIA Executive Director Facilities Planning & Design Evan Yassky, AIA Executive Director Engineering & Construction Greg Driver, PE Executive Director Operations Darius Dixon Executive Director Administrative Services Robyn Narvesen

ORGANIZATION STRUCTURE (PARTIAL)

Executive Administrator Lynn Friend

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SLIDE 6

Exec Director Evan Yassky, AIA Asst Director Design Joe Ockert, RA Architect Chris Bozzelli Architectural Technician Reggie Stewart Architect Vacant Asst Director Interiors Cheryl Leguillow, NCIDQ, AUID Designer Jennifer Stallings Designer Powell Marshall Designer Bailey Gatens Historic Property Anne Douglas Asst Director Planning Nathan Harms, AIA Planners Mayowa Alabi Jill Coleman Amy Dean Joe Fenton Tom Loter Steve McGarry Michael Pierce Director Facilities Technology Abbas Piran Space Data Plan Room Facilities Condition Assessment Program (FCAP) Mapping

Administrator Mark Pickard

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SLIDE 7

Exec Director Greg Driver, PE Asst Director Energy Management Cindy Register, PE Energy Engineer George Jacobs, PE Senior Commissioning Rod Rabold Energy Engineer Obadele St. George Data Analyst Jessica O’Hara Asst Director Facilities Engineering Sarah Towles, PE Senior Electrical Jeannie Smith, PE Senior Mechanical Joe Magura, PE Facility Engineer Chuck Dabney, PE Facility Engineer Ben Johnson, HBDP Electrical Designer Billy Vierra BSL3 – DCM Engineer William Robertson, PE Director Construction Mngmt Sid Stone Construct Manager Mike Lloyd Construct Manager George Kirschmann Construct Manager Errol Simon Formal CM’s Kyle Coble Chris Glenn Greg Graves Keith Snead Joel Witherow Interim Director Construction Shops Ken Vogel Supervisors

Administrator Cody Pace Administrator Mary Boyer

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SLIDE 8

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

27 29 28 30 30 28 28 26 26 28 29 31 32 33 34 30 31 30 32 33 36 34 37 37 35 35 32 33 35 37 39 40 36 38 33 34 33 40 265 291 275 299 298 280 276 259 263 282 292 313 322 328 343 298 310 297 322 220 240 260 280 300 320 340 360 380

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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SLIDE 9

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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SLIDE 10

OVERVIEW OF OEDA CONTRACTING METHOD

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SLIDE 11

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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SLIDE 12

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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SLIDE 13

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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SLIDE 14

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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SLIDE 15

2017 & 2018 METRICS

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SLIDE 16

2017 & 2018 OEDA

  • 20 Month Period
  • 131 Designer Contracts
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SLIDE 17

2017 & 2018 OEDA

  • 20 Month Period
  • 131 Designer Contracts
  • Total Value - $2.5M
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SLIDE 18

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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SLIDE 19

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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SLIDE 20

2017 & 2018 OEDA CONTRACTS

13 3 19 1 7 4 3 24 4 8 10 6 17 7 3 2 5 10 15 20 25 30

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SLIDE 21

2019 PROCESS

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SLIDE 22

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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SLIDE 23

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

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SLIDE 24

QUESTIONS

Thank you! Sarah Towles sarah.towles@facilities.unc.edu Joe Ockert joe.ockert@facilities.unc.edu Cheryl Leguillow cheryll@fac.unc.edu Lynn Friend lynn.friend@facilities.unc.edu