CONSULTANT SELECTION ACEC-Illinois/ IDOT-Region 1 Local Roads Seminar March 7, 2013
Kevin Burke III, P.E. Local Policy & Technology Engineer
OUTLINE When QBS Is Required QBS Process Types of Consultant Contracts Length of Services Conflict of Interests
WHEN QBS IS REQUIRED Federal Funds Total contract exceeds $150,000 ~ Contract value determine by phase ~ Unless, same consultant performing multiple phases State Funds Not an emergency Total contract exceeds $25,000 No existing relationship* Local Public Agency (LPA) not home rule unit
QBS PROCESS Define Project Public Notice Evaluation Selection Contract Negotiation
DEFINE THE PROJECT Need, Purpose, and Objective Various Components Timetable Unique Situations or Known Problems Budget DO NOT REQUEST COST INFORMATION Required for Existing Relationship
TYPES OF ENGINEERING CONTRACTS/ LENGTH OF SERVICE Project Specific Multiphase Master Task Order Maximum Length 10 Years
PUBLIC NOTICE Mail Notice or Publish in Newspaper Request Statement of Interest DO NOT REQUEST COST INFORMATION Electronic Notifications?
EVALUATION Evaluate All Proposals Eliminate Non-Qualified Respondents May Consider Requiring Presentations Minimum of three (or all qualified) DO NOT CONSIDER COST
SELECTION Minimum of Three Contact Highest Ranking for Negotiation Repeat if Necessary
NEGOTIATION Fair and Reasonable Compensation Ensure Scope Is Understood Refine and/or Amend Scope Establish Project Schedule Manpower Requirement Responsibility Execute Agreement
COMPENSATION FORMULAS Lump Sum (FA, State, MFT) Specific Rate (FA, State, MFT) Cost Plus Fixed Fee (FA, State, MFT) Direct Labor Multiplier (State, MFT) Actual Cost (State, MFT) Base Fee (MFT Maintenance)
CONFLICT OF INTERESTS Actual or Appearance LPA Official with Interest Interest in Acquired Property Design and Construction Consultant
PHASE III ISSUES In Responsible Charge Resident Qualifications Inspector Qualifications
QUESTIONS