CONSULTANT SELECTION

ACEC-Illinois/ IDOT-Region 1Local Roads Seminar

March 7, 2013

Kevin Burke III, P.E.Local Policy & Technology Engineer

kevin.burkeiii@illinois.gov217.785.5048

OUTLINE

When QBS Is RequiredQBS ProcessTypes of Consultant ContractsLength of ServicesConflict 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 ProjectPublic NoticeEvaluationSelectionContract Negotiation

DEFINE THE PROJECT

Need, Purpose, and ObjectiveVarious ComponentsTimetableUnique Situations or Known ProblemsBudget• DO NOT REQUEST COST INFORMATION

Required for Existing Relationship

TYPES OF ENGINEERING CONTRACTS/ LENGTH OF SERVICEProject SpecificMultiphaseMaster Task OrderMaximum Length 10 Years

PUBLIC NOTICE

Mail Notice or Publish in NewspaperRequest Statement of Interest• DO NOT REQUEST COST INFORMATION

Electronic Notifications?

EVALUATION

Evaluate All ProposalsEliminate Non-Qualified RespondentsMay Consider Requiring Presentations• Minimum of three (or all qualified)

DO NOT CONSIDER COST

SELECTION

Minimum of ThreeContact Highest Ranking for NegotiationRepeat if Necessary

NEGOTIATION

Fair and Reasonable CompensationEnsure Scope Is UnderstoodRefine and/or Amend ScopeEstablish• 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 AppearanceLPA Official with InterestInterest in Acquired PropertyDesign and Construction Consultant

PHASE III ISSUES

In Responsible ChargeResident QualificationsInspector Qualifications

QUESTIONS