Welcome! Statement of Qualifications Webinar

1. Welcome!Statement of Qualifications Webinar For those interested in a Certificate of Participation for this webinar: If you are interested in receiving certificate of participation for your attendance at an OFCC webinar, you will need to individually register and then individually login / logout for the webinar. GoToWebinar provides us with a login and logout time for each attendee which acts as the digital documentation of your attendance for certification and auditing purposes. In order to receive a certificate of participation, attendees must attend the entire webinar. Please wait for the last slide to appear that indicates webinar has ended. Credit is not offered to attendees who watch an OFCC webinar in a group environment. This process has been approved by the Ohio Facilities Construction Commission and the Ohio Architects Board / Ohio Landscape Architects Board.

2. For your Information Will the Webinar be Recorded for Future Use? Yes – the webinar is being recorded and you will find the recording in the OFCC Webinar Archive within five business days of the webinar. Webinar Archive: http://ofcc.ohio.gov/MediaCenter/TrainingOutreach/Webinars/WebinarArchive.aspx

3. Have a Question? Please use the Question feature on the right side of your screen at any time during the webinar. Responses will be provided at the end of the webinar.

4. Statement of Qualifications:Changes to the 330 Form Presenter: Craig Weise Chief of Projects

5. Learning Objectives • Use of Statement of Qualifications • Where to find the F110-330 Form • Need for Change • Changes to the Document • How to Creatively Use Forms • How to Seek Feedback • Implementation of Use • Questions & Answers

6. Use of Statement of Qualifications • Qualification Based Selection (QBS) • Best Value Selection (BVS) • Prequalified Consultant Lists

7. Where to Find the F110-330 Form Documents Tab Procurement Tab SOQ Form OFCC Website: http://ofcc.ohio.gov/Documents.aspx

8. Need for Change • “People” are the main factor for selection • It’s 45% of the Selection Criteria Weighting! • Yet, submitted resumes did not address criteria • Goal is to raise quality of submission specific to criteria • Firms should compete on their experience & past performance • Evaluators should not have to • infer this information

9. Changes to the Document • Summary of Revisions • Clarified Instructions • Modified Resume Sheet • Enhanced Sample Project Descriptions • Provided Optional ways for using Forms • Recommended Organization of Section H • Added Disclosure of Past Performance

10. SOQ Part I, Section A: Contract Information Bold: Project Title (Recommended)

11. SOQ Part I, Section B: Firm Point of Contact Bold: Name of Firm (Recommended)

12. SOQ Part I, Section C: Proposed Team Bold: Firm Name & Insert Company Logo (Optional)

13. SOQ Part I: Footer Insert Project Title and Firm Name in Footer Update Page Numbering in Footer

14. SOQ Part I, Section D: Organizational Chart of Proposed Team Diagram Lines of Communication & Main Point of Contact Identify Owner & Contracting Authority Identify Project Management Lead Outline Key Personnel: -Name -Role -Firm Use Thumbnail Photographs or Logos (Optional)

15. SOQ Part I, Section E: Resumes of Key Personnel Bold: Name (Recommended) Use of Thumbnail Photograph or Logo (Optional)

16. SOQ Part I, Section E: Relevant Projects Describe Relevant Projects Example for “Other Services”

17. SOQ Part I, Section F: Example Projects Bold: Title (Recommended)

18. SOQ Part I, Section F: Example Projects Identify Role & Relationship Eliminate Unnecessary Lines (Recommended)

19. SOQ Part I, Section F: Example Projects Describe Project PROJECT DESCRIPTION REFERENCE SCOPE OF SERVICES PHOTOGRAPH Elements Should ComplementEach Other BENEFIT/VALUE PLAN/DIAGRAM RESULTS ACCOMPLISHED AWARDS Be Creative in the Page Layout RELEVANCE OF PROJECT MEMBERS

20. SOQ Part I, Section F: Relevant Project Experience Matrix Insert Scopes of Work from RFQ Take Advantage of Empty “Gray Box” (Optional) Highlight Past Projects with Owner (Optional) Use Abbreviations Provided in RFQ if Applicable Add Scopes of Work if RFQ lists Less than Ten (Recommended)

21. SOQ Part I, Section G: Key Personnel Participation in Example Projects List Key Personnel in Order of Resumes in Section E

22. SOQ Part I, Section G: Key Personnel Participation in Example Projects Use Available Area (Optional) Add Key Personnel from Owner Team (Optional) Highlight Past Projects with Owners (Optional)

23. SOQ Part I, Section H: Additional Information, Block 34A • Follow Organization of RFQ Scoring Sheet (Recommended) • Ensure Selection Criteria is Covered • Review Scoring Rubric (Optional) • Make Sure to be Succinct! (5-8 pages) • Use Tables to Summarize Information • Avoid Generic Marketing Materials

24. SOQ Part I, Section H: Additional Information, Block 34B • No Changes to Proposer Affirmation and Disclosure • Update Footer after Additional Pages are Inserted

25. SOQ Part I, Section H: Additional Information, Block 34C-D • CMR & DB Scope of EDGE Participation Clarified • Statement of Intent to Contract & Perform mustbe Included to Earn Points for Exceeding EDGE Goal • Stages of Participation have been Clarified

26. SOQ Part I, Section H: Additional Information, Block 34E • New Disclosure of Past Performance • Summarize All Team Members on One page, Hopefully Sufficient Space Provided • Attest All Foregoing is a Statement of Fact

27. SOQ Part II: General Qualifications • Submit Part II for Each Office/Sub-Consultant • Limit One page per Office • Highlight Relevant Experience in Block 10

28. How to Seek Feedback • Request Public Records • RFQ Scoring Sheets of Other Firms • RFQ Scoring Sheets of your SOQ • Request Debrief • Available after Announcement of Selection

29. Implementation of Use • Transition to New Form is Beneficial to All Parties • Recognize Level of Effort Necessary to Adjust • Contracting Authority will Determine Appropriate Transition for Their Projects • OFCC will not Reject use of old form during Transition Period

30. What’s up Next? OFCC Webinar Series: September 2014 September 24, 2014, 10:00 am Educational Visioning: A District’s Perspective West Muskingham LSD (for design professionals, school districts, other interested parties) Registration link will be available in the near future.

31. What’s up Next? OFCC Conference 2014 Registration: https://www.regonline.com/ofccconference2014 August 28, 2014 Embassy Suites Dublin (Columbus #2) Note: Registration ends Friday, August 22.

32. A Reminder… Statement of Qualifications Webinar: If you are interested in receiving credits or certificate of participation for your attendance at an OFCC webinar, you will need to individually register and then individually login / logout for the webinar. GoToWebinar provides us with a login and logout time for each attendee which acts as the digital documentation of your attendance for certification and auditing purposes. In order to receive a certificate of participation, attendees must attend the entire webinar. Please wait for the last slide to appear that indicates webinar has ended. Credit is not offered to attendees who watch an OFCC webinar in a group environment. This process has been approved by the Ohio Facilities Construction Commission and the Ohio Architects Board / Ohio Landscape Architects Board.

33. To Receive Certificate of Participation Email sue.meyer@ofcc.ohio.gov indicating your interest: • Certificate of participation for self-reporting to your professional organization or employer. • Remember, we are unable to offer a certificate when watching in a group environment.

34. Questions? Contact the presenter directly: Craig Weise Chief of Projects craig.weise@ofcc.ohio.gov

35. This concludes today’s webinar.Thank you.