Skip to main content

Qualifications-Based Selection

Michigan State Revolving Fund Logo

Guidance

    1. The applicant issues a request for qualifications based on a scope of work.
    2. Statements of qualifications that are based on established, publicly available criteria are evaluated.
    3. The statements of qualifications are evaluated, and a short-list of qualified firms is determined.
    4. Discussions are conducted with no fewer than three firms, and the firms are ranked according to qualifications.
    1. The applicant selects the most qualified (highest-ranked) firm and negotiations begin.
    2. If the proposal fee is acceptable (contract pricing is determined to be fair and reasonable based on the scope, complexity, professional nature, and estimated value of services), the contract is awarded.
    3. If an agreement cannot be reached with the top-ranked firm, those negotiations are ended and negotiations begin with the next-most-qualified firm.

Frequently Asked Questions

  • No, the federal statute states “conduct discussions with a minimum of three firms.”

  • No. selection must be based on demonstrated competence and qualification only. An applicant should “short list” a minimum of three firms to consider, compare, and hold discussions with.

  • No, thus to meet the WRRDA requirement, Michigan will rely on the federal statute, The Brooks Act.

  • It is up to the applicant. To be efficient, it is acceptable to do an RFQ that includes planning, design, and construction.

  • The applicant is required to submit the QBS Certification Form for the Procurement of Architectural and Engineering Services with the Part III Application along with its advertisement and list of firms that responded.

  • It is up to the applicant. (Recommend 30 days or a time sufficient to demonstrate good effort was made if less than three firms respond.)

  • No, all architectural/engineering services must be procured using a QBS process if the service will be included in the SRF loan.

  • An applicant can elect to pay for architectural/engineering services from its own resources. The costs cannot be included in the SRF loan if the QBS process was not used to procure architectural/engineering services.

  • Evaluation and ranking criteria of the qualification statements should be identified in the solicitation. Criteria should be based on demonstrated competence and qualification for the type of services required. An applicant can include, but is not limited to, past performance, specialized experiences, and technical competence in the desired work.

  • The applicant must be able to document its efforts to publicly advertise and/or directly solicit participation. The applicant should document its efforts on the QBS Certification Form for the Procurement of Architectural and Engineering Services submitted with the SRF Part III Application.

  • Services include program management, construction management, feasibility studies, preliminary engineering, SRF project plan development and planning, project design, project engineering, surveying, mapping and all architectural related services.

  • Contract negotiations should be conducted after the most highly qualified firm is selected. Negotiations should determine compensation that is fair and reasonable based on a clear understanding of the project scope, complexity, and value of services to be rendered. In the event a contract cannot be negotiated with the most highly qualified firm, negotiation continues in order of qualification. The applicant can end negotiations, then proceed to negotiate with the next most qualified firm.

  • An applicant should publish its announcement on publicly available bidding websites, newspapers, or related infrastructure publications. Additionally, an applicant can choose to send email or written solicitations to select firms. At least one announcement must be issued on a venue available to the public.