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
OPEN-ENDED DESIGNER AGREEMENTS University of North Carolina at Chapel Hill Fall 2018
AGENDA ▪ Introductions ▪ Overview of Contracting Method ▪ 2017 and 2018 Metrics ▪ 2019 Process ▪ Questions ▪ Networking
INTRODUCTIONS
ORGANIZATION STRUCTURE (PARTIAL) Associate Vice Chancellor Executive Director Anna Wu, FAIA Administrative Services Robyn Narvesen Executive Director Executive Director Executive Director Engineering & Construction Facilities Planning & Design Operations Greg Driver, PE Evan Yassky, AIA Darius Dixon Executive Administrator Lynn Friend
Exec Director Administrator Evan Yassky, AIA Mark Pickard Asst Director Asst Director Asst Director Director Design Interiors Planning Facilities Technology Joe Ockert, RA Cheryl Leguillow, NCIDQ, AUID Nathan Harms, AIA Abbas Piran Planners Architect Designer Space Data Chris Bozzelli Jennifer Stallings Plan Room Mayowa Alabi Jill Coleman Amy Dean Facilities Condition Architectural Technician Designer Joe Fenton Assessment Program Reggie Stewart Powell Marshall Tom Loter (FCAP) Steve McGarry Michael Pierce Architect Designer Mapping Vacant Bailey Gatens Historic Property Anne Douglas
Exec Director Administrator Administrator Greg Driver, PE Cody Pace Mary Boyer Asst Director Asst Director Director Interim Director BSL3 – DCM Engineer Energy Management Facilities Engineering William Robertson, Construction Mngmt Construction Shops PE Cindy Register, PE Sarah Towles, PE Sid Stone Ken Vogel Energy Engineer Senior Electrical Construct Manager Supervisors Mike Lloyd George Jacobs, PE Jeannie Smith, PE Senior Construct Manager Senior Mechanical Commissioning George Kirschmann Joe Magura, PE Rod Rabold Construct Manager Energy Engineer Facility Engineer Errol Simon Obadele St. George Chuck Dabney, PE Data Analyst Facility Engineer Formal CM’s Jessica O’Hara Ben Johnson, HBDP Kyle Coble Chris Glenn Greg Graves Electrical Designer Keith Snead Billy Vierra Joel Witherow
Total Projects and # Projects per PM 45 380 40 40 40 360 39 38 37 37 37 36 36 35 35 35 35 343 34 34 34 340 33 33 33 33 33 32 32 32 31 31 328 30 30 30 30 30 29 29 322 322 28 320 28 28 28 27 26 313 26 310 25 300 299 298 298 297 20 292 291 282 280 280 276 275 15 Also, PM’ing an Data does not include formal CIP 265 263 average of 10 260 projects being managed in FPD- 259 10 Design, Facilities Engineering, or formal projects in Energy Management. FES, EM , FPD-D 240 5 0 220 # per PM (Filled = 10) # per PM (Actual) Total
OTHER KEY PLAYERS (PARTIAL) From Facilities Outside Facilities ▪ ADA ▪ EHS ▪ Building Services ▪ ITS ▪ Life Safety ▪ Energy Services ▪ HVAC Services ▪ Transportation & Parking ▪ Electrical Services ▪ Buildings & Grounds Committee ▪ Plumbing Services ▪ Exteriors / Roofing ▪ User Group ▪ Grounds ▪ Controls & Commissioning
OVERVIEW OF OEDA CONTRACTING METHOD
Abatement Arc Flash Architecture Audio Visual Civil Cx Envelope Cx MEP Electrical Lab Landscape Land Interiors Planning Architecture Surveying Lighting Mechanical Roofing Structural Design Vivarium Design
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
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 •
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 •
2017 & 2018 METRICS
2017 & 2018 OEDA • 20 Month Period • 131 Designer Contracts
2017 & 2018 OEDA • 20 Month Period • 131 Designer Contracts • Total Value - $2.5M
2017 & 2018 OEDA • 20 Month Period • 131 Designer Contracts • Total Value - $2.5M • Contracting $125,000 per month on average • Average Contract - $19,000
2017 & 2018 OEDA Classroom/Office Feasibility Studies Renovations • 20 Month Period • 131 Designer Contracts Façade & • Total Value - $2.5M Labs & Waterproofing Makerspaces Repairs • Contracting $125,000 per month on average • Average Contract - $19,000 Fall Protection Roof Replacement Ventilation Improvements / Parking Deck Fume Hood Repairs Installation
2017 & 2018 OEDA CONTRACTS 30 24 25 19 20 17 15 13 10 10 8 7 7 6 4 4 5 3 3 3 2 1 0
2019 PROCESS
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
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
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
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