Open-End Services

Thursday, January 24, 2013

Facilities Management

Agenda

Welcome – John A. Fessler, PE, Director

The Process – SF 330 (new to NC)

The Past

The Schedule (contract FY)

The Chairs

The Project Managers

Questions

The ProcessOverview (John A. Fessler, Director, Capital Projects)

• Advertise, Review, Recommend, Select, Notify• SF 330—Be specific, limited 30 pages• Qualifications Based Selection (QBS)• General Statute 143-64.31

The ProcessSF 330 (new)

Follow directions• Number of copies• Page length (increased)

• CD (consolidate into one file)

Winners• Proven experience in category• Local• New faces

The ProcessQBS

Our Team• PE / AIA Chair• Project Managers (two)

Your Team• Appropriate expertise• Past performance• Proximity to campus• Familiarity to local area• Adequate staffing levels

The Past

2012—Fee total ($323,776—to date)• Architecture--$128,365 (40 received, picked 6)• Civil Engineering--$23,300 (33 received, picked 5)• Construction Services--$0 (21 received, picked 6)• MEP--$124,230 (15 received, picked 4)• Surveying--$2,142 (13 received, picked 4)• Transportation--$0 (7 received, picked 3)• Commissioning--$45,739 (11 received, picked 2)

2011—Fee total ($549,125)• Architecture--$224,980 (52 received, picked 6)• CE--$35,352 (55 received, picked 5)• Construction Srvs--$91,718 (20 received, picked 6)• MEP--$197,074 (18 received, picked 4)• Commissioning--$0 (15 received, picked 2)• Surveying--$0 (19 received, picked 4)• Transportation--$0 (12 received, picked 5)

The Past

2010—Fee total $1,159,868 (7 categories)

2009—Fee total $500,834 (7 categories)

2008—Fee total $718,172 (17 Categories)

2007—Fee total $692,466 (17 Categories)

2006—Fee total $670,839 (17 Categories)

The Past

The Schedule

Jan 8 Post Advertisement

Jan 24 Mandatory Pre-proposal meeting

Feb 5 SF 330 due

Feb 12 Committee Chairs meet

Mar 12 Committee recommendations

Mar 14 Recommendations reviewed by senior staff

May Board of Trustees approvals

June Notification to firms

The Chairs

Architecture—John Boal, AIA

Civil Engineer/Site—John Fessler, PE

Commissioning—Tom Sparks, PE

Construction Services—Jeanine Bachtel, PE

MEP—Tom Sparks, PE

Surveying—Craig Fox, PE

Project ManagersDesign Services

• Mac Fake, John Boal, Jeff Ross, Steve Terry,

Amanda Caudle, David Daignault, Elizabeth Frere

Real Estate & Land Use• Peter Franz

Architectural Planning• Chris Gilbert, Casi Shepardson, Nick Patel

Capital Projects• Jeanine Bachtel, Tom Sparks, Craig Fox, Brian Kugler,

Rick Ellis, Norm Johnson, Tony Schallert

Questions• Transportation vs Civil Engineering (roads)—

clarification• Civil Engineering/Site—provide all services?• Geotechnical Services—Construction • Any contracts being renewed?• CE / Landscape Architecture / Architecture • Cover sheet does not count to 30 page limit• Teaming due firm’s services—if needed

Questions• Please explain what part of the SF330 you request.• Resumes are requested to be attached to the

Supplemental form and are in section E of the SF330,

can we eliminate one or the other?• Are there a minimum/maximum number of project

examples you require?• Are you seeking Landscape Architecture services

as a standalone service or under the umbrella of

Architectural and Civil Engineering?• Please confirm if security services (alarm, Card access, Video, etc.) is

included in this initiative.• Please describe the specific packages and their scope of work. (What

licensing requirements and experience is required?)

Questions• Can we serve as both sub and prime for different services? i.e. if we are

prime on Civil, can we pursue landscape arch. as a sub to the Architectural?• Are you looking for a design professional to cover all services in one

qualification submittal (architects teaming with landscape firms) or will

each submit and be evaluated separately?• Are you looking for one team, or can individual firms send a letter of

interest for their particular discipline?