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Consultant Selection

Consultant Selection. ACEC-Illinois/ IDOT-Region 1 Local Roads Seminar March 7, 2013. Kevin Burke III, P.E. Local Policy & Technology Engineer kevin.burkeiii@illinois.gov 217.785.5048. Outline. When QBS Is Required QBS Process Types of Consultant Contracts Length of Services

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Consultant Selection

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  1. Consultant Selection ACEC-Illinois/ IDOT-Region 1 Local Roads Seminar March 7, 2013

  2. Kevin Burke III, P.E. Local Policy & Technology Engineer kevin.burkeiii@illinois.gov 217.785.5048

  3. Outline • When QBS Is Required • QBS Process • Types of Consultant Contracts • Length of Services • Conflict of Interests

  4. 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

  5. QBS Process • Define Project • Public Notice • Evaluation • Selection • Contract Negotiation

  6. 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

  7. Types of Engineering Contracts/ Length of Service • Project Specific • Multiphase • Master Task Order • Maximum Length 10 Years

  8. Public Notice • Mail Notice or Publish in Newspaper • Request Statement of Interest • DO NOT REQUEST COST INFORMATION • Electronic Notifications?

  9. Evaluation • Evaluate All Proposals • Eliminate Non-Qualified Respondents • May Consider Requiring Presentations • Minimum of three (or all qualified) • DO NOT CONSIDER COST

  10. Selection • Minimum of Three • Contact Highest Ranking for Negotiation • Repeat if Necessary

  11. Negotiation • Fair and Reasonable Compensation • Ensure Scope Is Understood • Refine and/or Amend Scope • Establish • Project Schedule • Manpower Requirement • Responsibility • Execute Agreement

  12. 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)

  13. Conflict of Interests • Actual or Appearance • LPA Official with Interest • Interest in Acquired Property • Design and Construction Consultant

  14. Phase III Issues • In Responsible Charge • Resident Qualifications • Inspector Qualifications

  15. Questions

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