UF Planning, Design & Construction A Division of the University of Florida Business Affairs

1. UF Planning, Design & Construction A Division of the University of Florida Business Affairs 2014 Annual Campus Continuing Services for Minor Projects Selection of Construction Managers April 3, 2014

2. Welcome, Intro, Purpose UF PDC Overview Presentation Selection Committee Introductions Process Review Documents Review Open Discussion

3. Introductions MILES ALBERTSON, Director Major Projects & Special Programs ADAM BOUDREAUX, Assistant Director Institute of Food & Agricultural Sciences MARK HILL, Director Housing & Residence Education Facilities Management HAROLD BARRAND, Director Minor Projects/University Architect GREGG CLARKE, Director of Operations Physical Plant Division Mercedes Bongiovanni, Purchasing Services Brian Barton, University Athletic Association John Madey, Computing & Network Services Faylene Welcome, UF Small Business & Vendor Diversity

4. Projects (2012-2014) $320,000,000 in major projects PD&C: 400 minor projects totaling $61 mil IFAS: 103 minor projects totaling $16 mil Housing & ResEd: 75 projects totaling $45 mil

5. Current Projects • Dental Science Bldg. AHU/Roofing Replacement • Communicore Basm’t Fire Code/Mechanical Renovations • Wilmot Gardens Greenhouse • Vet Med Equine Performance Complex • Parking Garage Lighting Replacement • Pharmacy Jax Teaching Renovation • Wauburg North Cypress Lodge • Norman Hall Renovations • Smathers Library Renovations • Sid Martin Biotech Mechanical Ren. • McCarty A Roof Replacement • HSC Ophthalmology Renovations • Veterinary Medicine Equine Arena • Veterinary Medicine Admin Suite • St. Augustine Rehabilitations • Weimer Hall Library Renovation • Matherly Hall English Language Inst.

6. PDC Website, Processes, Contracts, Standards www.facilities.ufl.edu • Great place for new firms to begin learning about us • UF-specific GT&C and non-tech specs (including LEED, Cx) • Contracts are prescriptive and process-oriented, not just a legal document to address problems … tailored to project • All Policies are listed here (Project Management Guides) • Design & Construction Standards • Sharepoint …

7. UF Project Funding • DSOs – UAA, Housing, Business Services, UFF • Cash from revenue generation (sports venues, e.g.) • Bonds repaid with fees (parking garages, dorms) • Private loans with debt service covered by revenue streams • Colleges and Departments • PECO – pure State monies from utility taxes • Private Donor monies • CITF – monies from student fees • State & Federal Grants, Sponsored Research

8. Getting a Foot In The Door • Hard Bid registration through Division of Purchasing and advertisements • “Minor-Minor” contracts under $200k • Minor project continuing services contracts (more on that later) • Business Affairs Mentor/Protégé program

9. Annual Selection at UFCONTINUING SERVICES CONTRACTS • Primary means for Design/Construction/Cx of Minor Projects • $122M in Minor Projects, 2012-2013, for E&G, HSC, IFAS, Housing • Reciprocal use with other State entities • Selection in Spring 2014 for one year plus two one-year renewals (10) Const. Managers (incl. 2 Small Bus. & 2 Small Emerging Bus.) (8) Architects (incl. 2 Small Bus. & 1 Small Emerging Bus.) (2) Architect Planners (8) MEPFP Engineers (incl. 2 Small Bus. & 1 Small Emerging Bus.) (3) Civil Engineers (3) Environmental Engineers (3) Landscape Architects (2) Surveyors (2) Structural Engineers (2) Commissioning Consultants (2) High-Voltage Electrical Engineers

10. Annual Continuing Contracts Selection Process at UF(A/E, CM, Surveyor, Cx) • Two-step, qualifications-based process • Committee structure provides balance • Emphasis is on team of proposed individuals • Typical criteria: • proposed staffing • building type experience • UF or other higher education experience • methodology & approach to multiple aspects

11. Annual Selection at UF

12. Annual Selection at UFSchedule • Advertise in FAW and FP&C Website (30 days) March 5, 2014 • Non-mandatory preproposal meeting (s) April 3 • Questions tendered in writing (e.mail sufficient) by 5:00 pm on Friday, April 4, 2014, will be answered by addendum by 5:00 pm on Monday, April 7, 2014. • Receipt of proposals April 10 • Review leading to shortlist Apr 10 – May 4 • Shortlist meeting (235 Stadium) May 5 • Issuance of Supplemental Fact Sheet May 7 • Interviews (including selection recommendations) May 19 – May 23 • (235 Stadium, 8am – 5pm daily) • Contracts reviews and signature process May 27 – July 1

13. Annual Selection at UFPROPOSAL TIPS & SUGGESTIONS • Tailor to UF and to the questions asked in the QS Instructions • Due diligence, homework, project type review, etc. • Cover letter explaining benefits of selecting your firm • Highlight staff/team experience, not just firms’ • Pay attention to 5 most relevant projects • Legible, complete, accurate information • Include before & after photos for renovation projects • Contact PM re: questions … but only after reading instructions • Do not contact user group, other selection committee members • Proofread / QC and sign proposals! • Don’t contact PM looking for results

14. Annual Selection at UFPROPOSAL DOCUMENTATION • FAW Advertisement • CM Fact Sheet • CMQS Instructions • CMQS 0 • CMQS 2

15. Annual Selection at UFINTERVIEW TIPS & SUGGESTIONS • Follow instructions … prescriptive and timed for a reason • Recognize project-specific factors & requirements • Don’t bring non-participants … but don’t omit key players • Utilize time efficiently • Utilize appropriate technology to demonstrate your capabilities • No team member substitutions w/o prior written notice • Don’t let 1-2 people dominate … we want to hear from team • Answer questions honestly

16. Questions? www.facilities.ufl.edu