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QBS Colorado APA Colorado 2012 Conference “Planning Out of Bounds” Introduction to QBS

QBS Colorado APA Colorado 2012 Conference “Planning Out of Bounds” Introduction to QBS. Qualifications Based Selection October 5, 2012. About QBS Colorado www.qbscolorado.org.

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QBS Colorado APA Colorado 2012 Conference “Planning Out of Bounds” Introduction to QBS

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  1. QBS ColoradoAPA Colorado 2012 Conference“Planning Out of Bounds” Introduction to QBS Qualifications Based Selection October 5, 2012

  2. About QBS Coloradowww.qbscolorado.org • The mission of QBSColorado is to promote quality and value in professional design services and in the construction industry. We believe that a professional and constructive relationship between the (government) client and design professional is paramount to ensuring team spirit, quality services, and a public facility that is a credit to your organization and the citizens you serve.

  3. QBS best serves the interest of the public who expect value and minimum operational and lifecycle costs for their tax dollar expended on public works and buildings.University of Colorado Denver Business School; About QBS Colorado

  4. Presenters Dan Akin, PE – PLS Dave DiFulvio, PLS Past Chairman ACEC Rep QBS Colorado QBS Colorado USDOI, BLM Farnsworth Group Mike Fink, PE Diana Dean, PE, LEED AP Past NSPE Rep Past President of NSPE-CO QBS Colorado Colorado Dept. of Corrections City of Fountain Utilities

  5. Presentation Outline Introduction and Background Legal Basis for use Recent Studies Evaluating Purchasing Methods Unstated Reasons for using QBS Case Study: Use of QBS by local cities Sample Project: Team Exercise Questions

  6. Introduction & BackgroundWhat is QBS? QBS stands for “Qualifications Based Selection”. It is a process used to engage professional services. The selection relies solely on qualifications, without incorporating price in the initial selection. Select first, then negotiate scope and fee.

  7. QBS ColoradoBasic QBS Process Description Step 1: Issue Request For Qualifications Step 2: Receive & Evaluate Submittals Step 3: Negotiate Scope of Services, Terms and Fees with top ranked firm Step 4 (if required): Move to second ranked firm and repeat Step 3.

  8. ENDORSEMENTS APWA – See “REDBOOK” AIA ACEC AGC ABA – See Model Procurement Code NSPE NSPS ASCE – Manual 45 PLSC

  9. Why QBS? Federal Act was passed because there were too many cases of design issues which were attributable to poor scope and inadequate fees. Today, most states would agree that the process is superior and apply it regardless of funding source. Local agencies are not prohibited from using the process, and many do.

  10. Common Questions • How does QBS control costs or save money? (design is only about 1% of total life cycle cost, yet has a significant impact on the lifetime cost) • The federal government still requires price! • How do you know what is “fair and reasonable”? • How do you select firms? • Can any agency handle a QBS process?

  11. Reality:No two firms are alike • Size and service lines • Different individuals • Track Record/”Experience” • Policies & Procedures • Relationships • Staff specialties, education, experience, attitudes & beliefs, personality.

  12. Scope of Services: • Very difficult to establish complete and accurate version for RFP • Input of selected professional is important and can make substantial impact on level of effort, level of detail, overall cost, project success • “Buy-in” of selected professional • Key element of design is creativity of selected professional and tapping their reservoir of experiences

  13. Legal Basis for Use:Federal Enabling Legislation See Public Law 92-582, The Brooks Act (passed 1972) – see thumb drive Requires Qualifications Based Selection (QBS) of Design Professionals for all federal agencies.

  14. Scope of the Brooks Act In the Brooks Act, not only are engineers and architects specifically named, but so are construction managers, surveyors, mappers, geotechnical engineers, and generally all professionals associated with the construction of facilities for the federal government.

  15. Colorado Enabling Legislation See also Section 24-30-1401 to 1408, CRS (1988 & 1991) – see thumb drive Commonly referred to as “Mini-Brooks” or “Part 14”

  16. Legislative Intent for CO Act 24-30-1401. Legislative declaration. PART 14 NEGOTIATION OF CONSULTANTS' CONTRACTS “The purpose of this part 14 is to provide managerial control by the state over competitive negotiations for the acquisition of the professional services provided by architects, industrial hygienists, engineers, landscape architects, and land surveyors. It is hereby declared to be the policy of this state to publicly announce requirements for such professional services, to encourage all qualified persons to put themselves in a position to be considered for a contract, and to negotiate contracts for such professional services on the basis of demonstrated competence and qualification for the types of professional services required and on the basis of the furnishing of such professional services at fair and reasonable fees.”

  17. Reasons for using QBS • Better quality projects, long term savings • Design and built on time • Built under budget • Reduces claims and change orders • Safeguards public Interest • Pride in what team accomplishes • Promotes communication & technical innovations

  18. Independent Study • Study by ACEC, CU, and Georgia Inst. Of Technology in 2008 indicates the use of QBS results in… • lower overall construction costs, • reduced change orders (down to 3% from 10%), • Fewer schedule delays (down to 3% from 9%), • better project results, and • more highly satisfied owners 93% of owners rated QBS projects as having a high to very high success rate

  19. Recent Review of State Programs • Reported that 46 states have adopted a “mini-Brooks” act for state agencies • Virtually all state DOT’s and Environmental agencies use QBS to comply with federal regulations • Texas has adopted an ethical prohibition • Wide range of laws and regulations within states

  20. Resources • QBS Georgia web site – Georgia Construction Manual • QBS Maryland web site – National survey of QBS laws and regulations • QBS/ACEC South Dakota web site – nice white paper on QBS • ASCE – Manual 45 – guidance on selection of consulting engineers • ABA web site – Model Procurement Code • APWA Red Book • Others? QBS Colorado Web Site

  21. QUESTIONS?

  22. Fountain UtilitiesQBS Applications APA Meeting October 5, 2012

  23. What is Fountain Utilities? • Electric Utility serving Fountain, Widefield and Security ~ 16,000 Customers – Population 44,000 • Water Utility serving Fountain ~ 7,200 Customers – Population 20,800 • 2012 Budget for both Utilities = $41 Million • No Purchasing Agent • Most Capital Project Design Tasked to Consultants • City Procurement Policy recognizes QBS • 2009 QBS-Colorado Award

  24. Fountain QBS HISTORY • Water Engineering QBS Solicitation in 2007 Yielded 6 Firms • 2009 Solicitation for Land Surveying, GeoTech Engineering and Design Engineering Consultants • 2008 Customer Service Center Project used QBS for Architect Procurement

  25. 2007 Engineering Solicitation • Six Firms Responded, all were assigned Projects • Merrick, JPS, JDS Hydro, OWA, ADP and Drexel Barell all completed Projects according to their Competencies

  26. 2009 Engineering, Surveying & GeoTech Solicitation • Water Engineering QBS Solicitation in 2009 had 26 Firms submit SOQ’s • 10 Chosen, 8 have Projects Assigned • 2009 Land Surveying had 13 Firms • 2009 GeoTech Engineering had 12 Firms

  27. 2008 Architectural Solicitation • 13 Firms responded to a Solicitation for Remodeling an Existing Building for Customer Service Center • Choice Criteria reflected the Scope for the Project - • LEEDTM Experience • Renovation Experience • Municipal Building Experience

  28. 101 North Main Street Building Renovation Qualifications Submittal Format: • Original and 3 Copies (marked as such) • 30 Pages Maximum • Basic Information (Name, Address, etc.) • Workload • References • Project Outline (One Page) • Subconsultants Listing • Sealed Contract Fee and Expenses Statement

  29. 101 North Main Street Building Renovation Basic Qualifications: • Renovation Experience – 20% • References – 15% • Capacity to Perform Project – 5% • Project Approach – 10% • Historic Renovation Experience – 5% • Financial Building Experience – 5% • Municipal Building Experience – 5% • Asbestos & Haz/Tox Mitigation – 5% • Roofing Experience – 10% • MEP/FP Experience – 15% • LEEDTM as Architect of Record – 5%

  30. 101 North Main Street Building Renovation “Extra Credit” Qualifications: • LEEDTM Accredited Professional (On Staff) + 1% • CEM (On Staff) + 2% • GBE (On Staff) + 4% • CVS, AVS or VMP (On Staff) +1% • Commissioning Experience + 5% • Documented Results in Savings +10% • Accept Performance-Based Contract + 2%

  31. 101 North Main Street Building Renovation Results: • 26 Firms attended the Mandatory Pre-Submittal Meeting • 12 Firms submitted SOQ’s • H B & A Chosen (Colorado Springs Architectural Firm) • Project Bid in 2011 • Phase 1 (Exterior) Construction in 2012 • Phase 2 (Interior) Construction in 2013

  32. QUESTIONS ?

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