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HomeMy WebLinkAboutAgenda - 10-06-2015-13 (5) 1 Orange County Hillsborough North Carolina Manager'sOffice Established 1752 Memorandum To: Board of Orange County Commissioners, Department Directors From: Bonnie Hammersley, Orange County Manager Date: October 1, 2015 Re: Orange County Construction & Renovation Project Oversight Policy On June 2, 2015, the Board of Orange County Commissioners requested that all County construction projects return to the consistent practice of a thorough value engineering review process. Value Engineering is a creative, organized effort, which analyzes the requirements of a project for the purpose of achieving the essential functions at the lowest total costs (capital, staffing, energy, maintenance) over the life of the project. The following policy codifies this practice and other procedures that will provide a system of oversight and process control for County construction projects. This policy will help the designated project management team achieve a more consistent, efficient, timely, cost effective, and quality controlled outcome. The standardization this policy delivers will also ensure more effective planning within the greater County context, predictable project delivery, pro-active regulatory agency and project stakeholder participation, adequate contingency planning, fiscal control, and consistent "inception to final delivery"project management. The responsibility for the administration and oversight of Orange County construction and renovation projects is with the Asset Management Services ("AMS") Director under the direction of the County Manager or his/her designee. County construction and renovation projects include those appropriated or contemplated within the County Capital Investment Plan ("CIP") or the annual County Operating Budget. The AMS Director will work closely with Department Directors and my office to ensure the appropriate construction project teams are assembled and resourced to design, construct, and deliver high quality, reliable, and sustainable assets for Orange County. An illustration of a typical project team and the roles of the AMS Director, the affiliated Department Director, the Capital Projects Manager (working within the AMS department), the Departmental Project Manager, regulatory stakeholders, and third party consultants and contractors are attached to this policy. For each contemplated construction and/or renovation project, the affiliated Department Director involved shall notify the AMS Director of the appointment of a departmental project manager, assist the AMS Director in assembling the appropriate collaborative project team, execute a conceptual value engineering process to determine the need for the project, and to formulate a proposal for the project. No construction or renovation project shall be undertaken or commitment made, unless specific appropriations have been made in either the Capital Investment Plan ("CIP") or annual County Operating Budget. For proposed projects or current project 2 amendments not authorized in either budget, prior approval by the Board of Orange County Commissioners is required. For both contemplated and appropriated projects, the AMS Director's duties shall be to provide standard oversight and project procedures, guidance, assistance and advice to departments engaged in construction and/or renovation projects. Such guidance shall include but not be limited to 1) assembling the collaborative project team tasked with managing and delivering a successful outcome; 2) administering project pre-development and design process protocol; 3) agreeing with the affiliated Department Director on the selection of the authorized Owner's Representative within Professional Services and Construction Agreements reviewed by the County Attorney; 4) conducting and/or assisting internal and external regulatory review facilitation and assistance; 5) value engineering; 6) preparing plans and specifications; 7) obtaining cost estimates; 8) monitoring the preparation and assembly of all necessary forms and documentation (with the exception of contract documents prepared by the County Attorney) to be used for such purposes; 9) assisting in the appraisal of bids submitted; 10) assisting in inspecting projects in progress in order to insure compliance with contract specifications; 11) assisting and monitoring departments conducting construction and/or renovation projects in pre-auditing invoices, pay applications submitted by contractors for progress payments and final payment, proposed change orders, and project close-out documentation; 12) project progress communications to the County Manager, staff, and the Board of County Commissioners; and 13) providing such other assistance as may be requested by departments engaging in construction and/or renovation projects. Because of the unique nature of parks and trails construction and the existence of staff with construction management experience and expertise in this area, construction management for these capital projects will especially emphasize a team environment within AMS and the Department of Environment, Agriculture, Parks and Recreation ("DEAPR") consistent with this policy. This policy applies to master planned parks and trails projects with the following special provisions: 1) long range master plan or concept plan exercises are considered planning and are not subject to this policy until such time they are discussed and/or appropriated for construction as part of the CIP process; 2) the AMS Capital Projects Manager will be associated with the master and concept planning exercise team in support of the master plan creation, the formulation of preliminary cost estimates, and other duties as requested by the master plan staff team; and 3) professional sealing of parks and trail landscape project construction documentation performed by a registered landscape architect employed by the County requires the landscape architect to perform contractual Owner's Representation. This policy applies to utility construction capital projects that are to be transferred by Agreement to utility entities ("Transferee" entities - Municipalities, Orange Water and Sewer Authority, etc.) with the additional requirements that the Transferee's project requirements, guidance, and project team representation be incorporated into the team structure established by this policy. In addition to assigning the Departmental Project Manager to the utility project, the Orange County Planning and Inspections Director will be responsible for ensuring that the Transferee's project requirements and team members are identified and incorporated within the project. 200 S Cameron Street —PO Box 8181 —Hillsborough, North Carolina 27278 Phone: (919) 245-2300 Fax(919) 644-3004 AMS 3 Typical Project Team Department Director Director -Overall Project, -Assigns Process Department Oversight Project Manager Capital Projects Department Project -Identifies Manager Manager Programming -Owner's -Monitor day-to-day Needs Representative activity -Monitors -Facilitates project standard County communication process Regulatory Partners Third Party Vendors -Plan review, -Design, Testing, Compliance Engineering, and throughout design Construction process