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OPEN-ENDED DESIGNER AGREEMENTS The University of North Carolina at Chapel Hill Fall 2020

Open-Ended Designer Agreements - Facilities Services...Execute the Open-Ended Designer Agreement contract One year with option to extend for one additional year When a project is initiated,

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Page 1: Open-Ended Designer Agreements - Facilities Services...Execute the Open-Ended Designer Agreement contract One year with option to extend for one additional year When a project is initiated,

OPEN-ENDED DESIGNER AGREEMENTSThe University of North Carolina at Chapel Hill

Fall 2020

Page 2: Open-Ended Designer Agreements - Facilities Services...Execute the Open-Ended Designer Agreement contract One year with option to extend for one additional year When a project is initiated,

AGENDA▪ Organizational Structure

▪ Overview of Contracting Method

▪ Process

Page 3: Open-Ended Designer Agreements - Facilities Services...Execute the Open-Ended Designer Agreement contract One year with option to extend for one additional year When a project is initiated,

AVCAnna Wu, FAIA

Exec Director Planning & DesignEvan Yassky, AIA

Exec DirectorEng & Construction

Greg Driver, PE

Exec DirectorOperations

Darius Dixon

Exec DirectorAdministrative Svcs

Robyn Narvesen

ORGANIZATION STRUCTUREFACILITIES SERVICES

Executive AdministratorLynn Friend

Page 4: Open-Ended Designer Agreements - Facilities Services...Execute the Open-Ended Designer Agreement contract One year with option to extend for one additional year When a project is initiated,

Exec DirectorEvan Yassky, AIA

Asst Director Design

Joe Ockert, RA

Architect Chris Bozzelli

Architectural TechnicianReggie Stewart

Architect Andrea Janusz

Asst DirectorInteriors

Cheryl Leguillow, NCIDQ, AUID

DesignerLeslie Vollbrecht

DesignerPowell Marshall

DesignerBailey Gatens

Historic PropertyAnne Douglas

Asst DirectorPlanning

Nathan Harms, AIA

PlannersJill Coleman

Tari Maynor-BradyJoe Fenton Rick Lutz

Steve McGarry Michael Pierce

DirectorFacilities Technology

Abbas Piran

Plan RoomSu Song

Facilities Condition Assessment Program

(FCAP)

AdministratorWendie Morris

Page 5: Open-Ended Designer Agreements - Facilities Services...Execute the Open-Ended Designer Agreement contract One year with option to extend for one additional year When a project is initiated,

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

Cindy Register, PE

Senior ElectricalJeannie Smith, PE

Senior MechanicalJoe Magura, PE

Mechanical EngineerBen Johnson, HBDP

Electrical DesignerBilly Vierra

Electrical DesignerBilly Vierra

BSL3 – DCM Engineer Vacant

HUB CoordinatorTanya Vogel

DirectorConstruction Mngmt

Sid Stone

Construct ManagerMike Lloyd

Construct ManagerGeorge Kirschmann

Construct ManagerErrol Simon

Formal CM’s Kyle Coble Chris Glenn

Gaston EubanksKeith Snead

Joel Witherow

DirectorConstruction Shops

Ken Vogel

Supervisors

AdministratorMary Boyer

Page 6: Open-Ended Designer Agreements - Facilities Services...Execute the Open-Ended Designer Agreement contract One year with option to extend for one additional year When a project is initiated,

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 7: Open-Ended Designer Agreements - Facilities Services...Execute the Open-Ended Designer Agreement contract One year with option to extend for one additional year When a project is initiated,

OVERVIEW OF OEDACONTRACTING METHOD

Page 8: Open-Ended Designer Agreements - Facilities Services...Execute the Open-Ended Designer Agreement contract One year with option to extend for one additional year When a project is initiated,

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

DISCIPLINES

Page 9: Open-Ended Designer Agreements - Facilities Services...Execute the Open-Ended Designer Agreement contract One year with option to extend for one additional year When a project is initiated,

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 is initiated, execute an Authorization to Proceed (ATP)

▪ Contract Structure▪ Prime consultant

▪ Subconsultant

▪ Hybrid: In-House Architect with OEDA Engineer

Page 10: Open-Ended Designer Agreements - Facilities Services...Execute the Open-Ended Designer Agreement contract One year with option to extend for one additional year When a project is initiated,

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

• Design• Field verification of existing drawings

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

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

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

• Close-out

The Intent of the Project:The intent of this project is Click here to enter text.

Scope of Services:The scope of your work for this project is as described in your proposal dated Click here to enter a date., which shall include at a minimum:Design Phase:•Inspect each building for the purpose of determining the scope of work required. •If applicable, survey the building to determine whether the number of existing plumbing fixtures complies with the applicable building code requirements.•Consult with Choose an item. to confirm project requirements.•Develop alternative designs for achieving the intent of this project, and assist the University in selecting the most suitable approach. Meet with representatives of Facilities Services, the user group, and other concerned parties as often as required.•Prepare a preliminary design.•Review the proposed design solution with a representative of the State Construction Office and obtain a preliminary approval to proceed.•Prepare construction drawings, technical specifications and bid documents and forms suitable for informal bidding and/or execution by in-house construction shops.•The University will handle asbestos abatement (if required) separately.•Prepare drawings conforming to UNC Chapel Hill Drawing Standards.•Edit UNC Chapel Hill’s standard “Supplementary Conditions for Informal Projects”.•Estimate the probable construction cost.•Submit 3 copies of substantially complete CD’s for internal review.•Incorporate all review comments into a final submittal.•Submit plotted originals plus full-size copies of the final construction drawings and one unbound original of the project technical specifications and bid documents, per the “UNC Design and Construction Services AutoCAD Standards and Document Delivery.”

Construction Phase•Administer the advertisement of bids for this project and distribute documents to interested bidders.•Conduct a Pre-Bid Conference and assist bidders with clarifications to the drawings.•Bidding and contract award will be undertaken by the University and should not be included in the Consultant’s scope of services.•Administer the opening and tabulation of bids and recommend contract award.•Prepare the construction contracts required for this project and facilitate their execution.•Attend and administer the pre-construction conference.•Review and approve any shop drawings and submittals that are required for the project.•Designer along with consultants shall visit the site as often as required to ensure compliance with plans and specifications but at a minimum once per week.•Review and approve contractor’s applications for payment and other construction-related documents.•Coordinate and conduct a punch list final inspection.•Administer project closeout procedures.•Prepare As-Built Drawings per the “UNC Design and Construction Services AutoCAD Drawing and Project Standards.”

Page 11: Open-Ended Designer Agreements - Facilities Services...Execute the Open-Ended Designer Agreement contract One year with option to extend for one additional year When a project is initiated,

PROJECT TYPES

Classroom/Office Renovations Feasibility Studies Labs &

Makerspaces

Façade & Waterproofing

Repairs

Fall Protection Roof Replacement

Ventilation Improvements /

Fume Hood Installation

Parking Deck Repairs

Page 12: Open-Ended Designer Agreements - Facilities Services...Execute the Open-Ended Designer Agreement contract One year with option to extend for one additional year When a project is initiated,

2021 OEDA PROCESS▪ Submit application online (multiple disciplines at once)

https://go.unc.edu/unc-oed▪ NLT 5PM on November 19, 2020

▪ Example projects▪ SF-330

▪ UNC will execute OEDA contracts by end of 2020

▪ Kick-off meeting with more in-depth information early 2021

Page 13: Open-Ended Designer Agreements - Facilities Services...Execute the Open-Ended Designer Agreement contract One year with option to extend for one additional year When a project is initiated,

QUESTIONSThank you!

Evan Yassky, AIA

[email protected]