THE PROCESS

The QBS process usually involves the following steps:

  1. Owner prepares the preliminary scope of work, describing the project to be built or problem to be solved. An independent professional technical advisor may be retained by the Owner to assist in the development of concise scope information. A schedule of activities is formulated. (See Model Forms 1, 2).

  2. Owner invites qualified design firms to submit letters of qualifications in a format provided by the owner. Additionally, owners may place legal notices of invitation in newspapers. (See Model Forms 3, 4)

  3. Owner reviews Letters of Qualifications, checks references, ranks firms and selects 3 to 6 firms for interviews. All other firms should be notified in writing of the selections. Pre-interview site visits are arranged with the firms to be interviewed to provide the opportunity for a better understanding of the project requirements. (See Model Forms 5a, 5b, 6, 7a, 7b)

  4. Interviews are conducted. During this process, it is important that the same questions be asked of each firm. In fact, it is suggested that qualification criteria be made available to each firm prior to being interviewed. (See Model Form 8).

  5. Following the interviews, the owner ranks the firms in accordance with a pre-determined ranking system. All interviewed firms are notified in writing of the ranking. (See Model Forms 9, 10).

  6. The number one ranked firm is asked to prepare a detailed scope of work and meets with the owner to review / refine the scope and to negotiate conditions of the contract and a fair and equitable fee.

  7. If a satisfactory agreement can not be reached, negotiations with that firm are suspended and negotiations area commenced with the second ranked firm. The process continues until an agreement is reached and formal contract is executed.

MODEL FORMS

Model forms are offered to assist you in the selection process. They can be used by merely filling in the missing information earth can be altered to fit your particular needs, based on the size and scope of your project.

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Last update on 31-Mar-99 at 10:07 PM.

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This page is edited by David K. Taylor. Please send questions or comments to editor@orol.org.