Open-End Services

1. Open-End Services Thursday, January 24, 2013 Facilities Management

2. 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

3. The Process Overview(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

4. 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

5. 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

6. 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)

7. The Past 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)

8. 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)

9. 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

10. 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

11. Project Managers Design 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

12. 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

13. 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?)

14. 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?