1. Getting the most out of your consultants
(clarify for professional design consultants)
Stephen H. Lucy, PE Natalie Harvill, PE

2. POLLING INSTRUCTIONS Text the phrase JQENGINEERIN809 to 22333
You should receive a confirmation text
Make note that this is not JQENGINEERING with the “G” at the end

4. FOCUSING ON YOUR CORE BUSINESS
YOU are experts in your industry
Dedicate staff to strengths
Maximum benefit from talent pool
Training for staff can focus on improving performance of current skills
Do what you know best
Focus away from their business, lost time on learning something that will be used a few times

5. REASONS TO USE OUTSIDE CONSULTANTS
Risk management
Product quality
Efficiencies
Current technology
Specific expertise
Regulatory compliance
Plant expansions
Simplify your workload
Extra horsepower
Add “why” slides

6. POSSIBLE SERVICES Civil Engineer Site planning and development
Site drainage
Storm water management
Water resources
Water treatment (storm water, effluent, well water)
Sanitary sewer and fresh water conveyance
Environmental
Traffic
On and off site

7. POSSIBLE SERVICES Structural Engineer Buildings Process modifications
Investigation of failures
Strengthening and repair
Iron worker, steel erection, use historic photo

8. POSSIBLE SERVICES Electrical Engineer High voltage Low voltage
Controls

9. POSSIBLE SERVICES Architect Space planning Interior design
Building code compliance
ADA (accessibility)
Arch – building, interior office space

10. POSSIBLE SERVICES Process Engineer Mechanical Chemical
Specialized equipment

11. POSSIBLE SERVICES Surveying Documentation of existing conditions
Traditional land surveying
LiDAR (Laser scanning)
Photogrammetry
Drones

12. POSSIBLE SERVICES Geotechnical Building Envelope Fire Protection
Moisture intrusion
Fire Protection
Safety
Owner Representative
Images for lidar – can use pyco’s – scan, 3D revit, project – Blackseed tanks
Images for building envelope – anything from utilities we’ve worked with?

15. Risk Management Part of every business decision
Regulations change constantly
Consultants provide broad knowledge base
Experts can minimize risk
Photo of somebody behind a jail cell

16. INDUSTRY EXEMPTIONS TBPE Board Rules
Slide before this about Risk Management

17. THE WHOLE SCOPE Design services – simple one source or large project
Construction – (types of project procurement – multiple paths)
Contract administration
Owner representation
Graphic?

18. HOW TO OUTSOURCE
Define project parameters (understand scope of what you’re doing)
Request for proposals
Fees
Qualification based selection (QBS)
Obtain referrals
Interview providers
Select 5.
Select 4.
Interview 3.
Referrals 2.
Proposals 1.
Parameters

19. CONTRACTS Standard form contracts Terms and conditions
American Institute of Architects (AIA)
Engineers Joint Contract Documents Committee (EJCDC)
Terms and conditions
Contract law versus construction law
Not a standard purchase order
Professional services vs. goods and materials
Add excerpts from our typical and some we’ve seen for uninsurable?
Protects both the owner and the consultant.
Lady justice, legal balance scale, contracts being equitable between parties

20. CONTRACTS Insurable and uninsurable topics Equitable terms “Defend”
Best vs industry standard
Indemnifications
Warranties
Guarantees
Equitable terms

21. INSURANCE RFQ insurance requirements General liability
Bodily injury $500,000 per person
Bodily injury $1,000,000 per occurrence
Property damage $200,000 per occurrence
Aggregate $500,000
Professional liability
Per claim/annual aggregate
Cannot be extended to others
Declining value policy
Deductibles

22. CONCLUSIONS Focus on your core business
Use of experts can pay dividends
Qualifications are as important as fees
Manage your risk

23. QUESTIONS?