1. Welcome Screen 2013
Educational Session 1 What is New With the Consultant Selection Process FAA AC 150/ e CHANGE 1
Jon Faucher
Vice President
Aviation Services
Azra Hussain
Lead Engineer/Program Manager
San Francisco Airports District Office

2. The goal Sponsor guidance on Consulting Services
Makes the process easier to follow

3. Key steps/objectives Scope/Policy RFQ/RFP Process Selection
Contracting

4. applicability Award each contract the same.
Does not apply to PFC or if locally funded.

5. Principal Changes Service Types Federal Regulations Update
Clarifications (Selections, IFE)
Contract Types and Costs
Expanded Alternate Delivery

6. Types of services Planning Services A/E Services Special Services
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Types of services
Planning Services
A/E Services
Special Services
Ineligible Projects

7. Types of services Two Types of Professional Services –
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Types of services
Two Types of Professional Services –
Planning and Design
Master Plans, Airport Layout Plans, Terminal Area Plans, Noise, Environmental, Public Hearings, Compatible Land Use, CIP, BCA, Aeronautical Studies, Airport Data Collection, GIS Data Collection, Demand/Capacity Analysis, and more.

8. Architectural/ engineering services
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Architectural/
engineering services
Architectural, Civil, Geotechnical, Structural, Mechanical and Electrical Engineering
Phases
Preliminary
Design
Bidding
Construction
Closeout
Special Services

9. Architectural/ engineering services 1.4.2.1 Preliminary Phase
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Architectural/
engineering services
Preliminary Phase
Coordinating with sponsor on scope, financial and phasing
Coordinating with FAA and other stakeholders on impacts
Surveys, field investigations, geotechnical, environmental, other studies
Design schematics, recommendations and cost estimates.

10. Architectural/ engineering services 1.4.2.2 Design Phase
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Architectural/
engineering services
Design Phase
Coordination meetings;
Full and complete project design: including plans, specifications and cost estimate;
Design and construction schedule;
Construction Safety and Phasing Plan (CSPP); and
Printing and providing copies of contract documents.

11. Architectural/ engineering services
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Architectural/
engineering services
Bidding and Negotiation Phase
Prepare bid documents
Assist sponsor in:
Advertising
Pre-bid meeting
Securing bids
Bid opening
Prepare bid tab and recommendation on contract award, pre-construction meeting, negotiate for services.

12. Architectural/ engineering services 1.4.2.4 Construction Phase
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Architectural/
engineering services
Construction Phase
Review and approve shop drawings and submittals.
Review and accept lab and test reports of materials and equipment; observe/review performance tests.
Assist in negotiating change orders, supplemental agreement.
Review contractor payment applications.
Prepare payment requests for reimbursement (grant).
Final inspection, punch list, final report.
Review operations and maintenance manuals.

13. Architectural/ engineering services 1.4.2.5 Project Closeout Phase
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Architectural/
engineering services
Project Closeout Phase
Final inspection, punch list, final report.
Provide record drawings.
Provide summary of material testing report.
Provide change order summary.
Prepare grant amendment request and justification, if applicable.
Prepare final project report and financial summary.
Obtain release of liens from all contractors.

14. Welcome Screen 2013
Special services
Outside the scope of basic design; may involve a number of different disciplines and fields of expertise
Employed directly by sponsor, or by principal consultant, or be performed by the principal consultant
Soil investigation, core sampling, lab tests, related analyses and reports
Detailed mill, shop, and lab inspections of materials and equipment
Land surveys and topographic maps
Field and/or construction surveys
Photogrammetric surveys
Full time RE, inspector, manager during construction
Special environmental studies and analyses

15. Special services Expert witness testimony Project feasibility studies
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Special services
Expert witness testimony
Project feasibility studies
Public information and community involvement surveys, studies, activities
Prepare Record Drawings
Assist sponsor in preparation of application for local, state and federal grants
Prepare as-built ALP
Prepare property maps
Prepare Quality Control Plan
Prepare Final Report

16. Consultant selection 2.1 49 USC 47107(a)(17) STATUTE
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Consultant selection 2.1
49 USC 47107(a)(17) STATUTE
Each contract and subcontract for:
Program management, construction management, planning studies, feasibility studies, architectural services, preliminary engineering, design engineering, surveying, mapping, and related services will be awarded the same way that a contract for architectural and engineering services is negotiated…
QUALIFICATION BASED SELECTION (QBS) procedures:
If a conflict exists between 2CFR 200 and the statute, the statute will prevail.

17. What is Qbs? No Price Fair and Open Selection
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What is Qbs?
No Price
Fair and Open Selection
Full and Open Competition
Fair Negotiations
Equitable Fees

18. Qbs – Competition Sponsor RFQ Support – Excluded Mitigation
Conflict of Interest
Full and Open Disclosure
RFQ Support – Excluded
Mitigation

19. QBS – Procedure Determine Scope/Policy Selection Panel
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QBS – Procedure
Determine Scope/Policy
Single Project
Multiple Projects/Firms
5-Year Period
Selection Panel
Criteria and Rating

20. QBS (recap) Full and open competition. §200.319
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QBS (recap)
Full and open competition. §
Avoid conflict of interest
Caution on combining planning and engineering contracts
Consultant can’t assist in RFQ/RFP development
Planning and Engineering

21. Welcome Screen 2013
selection – process
RFQ
Short List
RFP
Interview

22. Single selection 1st ranked Consultant Notify other Consultants
Negotiate scope of work

23. Multiple selection Rank Consultants Welcome Screen 2013
Provide Rankings
Assign Project(s) Selected
Negotiate Scope of Work
Rank Consultants

24. Alternate procedure Small clearly defined project <$100k
Non-competitive <$10k

25. negotiations Approved Scope of Work IFE – before consultant fee
10% not a rule
Negotiate differences
Award or start with No. 2
Record of negotiation

26. contracting Division of Responsibility Liability Mandatory Provisions
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contracting
Division of Responsibility
Liability
Mandatory Provisions
Time Overruns
Indemnification

27. contracting Indemnification
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contracting
Indemnification
Sec : The contract must not attempt to make the consultant an indemnitor of the Sponsor such as in the event of the Sponsor's negligence or the absence of any wrongdoing by the consultant. The consultant must fully stand behind their services and indemnify the Sponsor for damages and expenses caused by their own errors, omissions, and negligent or wrongful acts.

28. CONTRACTING Direct Professional Services Retainer
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CONTRACTING
Direct Professional Services
Retainer
Cost-Plus-a-Fixed-Fee
Fixed Lump Sum
Cost-Plus-a-Percentage-of-Cost
Specific Rates

29. Contracting (Force account)
Documentation to Contain:
Justification,
Estimate of costs, work hours, rates, etc.,
Names and qualifications of personnel,
Statements to support using force account,
Summary of similar experience, and
Schedule, milestones and date of completion.

30. Costs Profit Overhead Allowable Costs Pass-through Costs
FAA Discourages Capping
Varies
Allowable Costs
Pass-through Costs

31. Alternate delivery ADO Approval Design Estimate Construction
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Alternate delivery
Design
Estimate
Construction
ADO Approval

32. Welcome Screen 2013
Alternate delivery
ADO Approval for Construction Manager At Risk (CMAR)
Owner
CMAR
Architect
Consultant
Subcontractor
Contracts
Communication
Utilizing the CM-A-R delivery system, the Sponsor engages a professional services design firm and in the early design phase, a construction manager/general contractor (CM-A-R) is selected.
G.5.2 The design firm is selected using professional services QBS. The CM-A-R is selected using a two-step competitive proposal.
1. Step one: The Sponsor and design firm prepare a RFQ with preliminary project information and use qualifications based criteria to rank and short list the top firms.
2. Step two: More detailed design information is provided to the short listed firms who reply with price information for various items such as, profit/contractor fee, insurance, bonding and general conditions

33. Is it working? FAA – Desk Reference for CFR 200
AAAE Corporate White Paper
Future Education

34. Discussion points Multiple Consultant Selections
RFP/Q Project Descriptions
Audience Comments?