P O L IC IES AND P RO C E D U R E S R E S O U R C ES A ND S A MPLE D OC U MENT S 6 St rategies for Selecting Stage I and Stage I I the Lead Designer 6 . 0 I n t r oduction 73 St a n d a r d Form 330, Pa r t II 10 7 and the Design Excellence A/E Te a m 6 . 1 C o o r dinating with OCA 7 6 Sample Stage I Evaluation Sheet 10 8 6 . 2 Establishing the A/E Evaluation Board 7 6 Sample Letter to Shortlisted Firms 10 9 6 . 3 Planning the Selection Pro c e s s 7 8 Sample FedBizOpps Announcement 1 10 of Shortlisted Firms 6 . 4 Pro c e d u res Governing the 8 0 A/E Selection Pro c e s s Sample Rejection Le t t e r 1 1 1 6 . 5 Stage I—Po r tfolio Evaluations 8 1 Sample Interview Le t t e r 1 12 6 6 . 6 Stage II — L ead Designer-A/E Team 8 4 A l t e r n a t i v e Sample Interview Le t t e r 1 1 6 I n t e r v i e w s Sample Invitation to Networking Se s s i o n 12 0 6 . 7 Stage II—The Charrette Option 8 9 Sample Stage II I n t e r view Schedule 12 1 6 . 8 Stage III — V ision Competition 9 4 Sample Stage II I n t e r view and Charre t t e 12 3 6 . 9 C o n t r acting with the A/E Firm— 10 1 S c h e d u l e Selected Issues Sample Stage II Evaluation Sheet 12 5 6 . 1 0 Peer Ro l e s 10 2 6 . 1 1 Peers in the A/E Selection Process 103 C h a r r e t t e Sample Charrette Ru l e s 12 6 Sample Charrette Pro g ra m 132 6 Vision Competition Sample Vision Competition Pro g ra m 13 8 Sample Vision Competition Briefing Agenda 1 5 4 Sample Vision Competition Jury Agenda 1 5 5 Sample Vision Competition Jury Ranking Fo r m 1 5 6 Sample FedBizOpps Announcement 1 5 7 of Final Decision P O L IC IES AND P RO C E D U R E S R E S O U R C E S A N D S A M P L E D O C U M E N T S 6 St rategies for Selecting Stage I and Stage I I the Lead Designer 6 . 0 I n t r oduction 73 St a n d a r d Fo rm 330 , Pa r t I I 10 7 and the Design Excellence A/E Te a m 6 . 1 C o o r dinating with OCA 7 6 Sa m ple Sta ge I Eval ua ti on She e t 10 8 6 . 2 Establishing the A/E Evaluation Board 7 6 Sa m ple Le tte r to Sho r tli ste d Fi rm s 10 9 6 . 3 Planning the Selection Pro c e s s 7 8 Sa m ple Fe dBi zOpps An n ou n cem e n t 1 10 o f Sho r tli ste d Fir m s 6 . 4 Pro c e d u res Governing the 8 0 A/E Selection Pro c e s s Sa m ple Rej e cti on Le t t e r 1 1 1 6 . 5 Stage I —Po r tfolio Evaluations 8 1 Sa m ple I nte r v ie w Le t t e r 1 12 6 6 . 6 Stage II — L ead Designer-A/E Team 8 4 A l t e r n a t i v e Sa m p le I nte r vie w Le t t e r 1 1 6 I n t e r v i e w s Sa m ple I nvi ta ti on to N e tw or ki ng Se s s i o n 12 0 6 . 7 Stage II —The Charrette Option 8 9 Sa m ple Sta ge I I I n t e r vi e w Sc hed ul e 12 1 6 . 8 Stage III — V ision Competition 9 4 Sa m ple Sta ge I I I n t e r vi e w a n d Cha r re t t e 12 3 6 . 9 C o n t r acting with the A/E Firm — 10 1 S c h e d u l e Selected Issues Sa m ple Sta ge I I Eval ua ti on She e t 12 5 6 . 1 0 Peer Ro l e s 10 2 6 . 1 1 Peers in the A/E Selection Process 103 C h a r r e t t e Sa m ple Cha r rett e R u l e s 12 6 Sa m ple Cha r rett e P ro g ra m 132 6 Vision Competition Sa m ple Vi sio n C om pe titi on Pr o g ra m 13 8 Sa m ple Vi sio n C om pe titi on Br i efi n g Ag e nda 1 5 4 Sa m ple Vi sio n C om pe titi on J ur y Age n da 1 5 5 Sample Vis ion Compet ition Jur y Ranking Fo r m 1 5 6 Sa m ple Fe dBi zOpps An n ou n cem e n t 1 5 7 o f Fi na l D eci si on DesExcDG.Chpt6.pp73-158.qxp 2/2/05 7:15 AM Page 73 6 St rategies for Selecting the Lead Designer and the Design Excellence A/E Te a m 6 . 0 I n t r o d u c t i o n This chapter on the Design Excellence process deals with selecting the lead designer- A/E team. The selection process itself was determined when the FedBizOpps announcement went out. Now the focus is on putting together the A/E Evaluation Board, articulating the criteria used in evaluating the portfolios and team interviews, and if necessary, planning for a charrette or vision competition. The chart that follows offers an ove rview of the steps and options in this phase of Design Exc e l l e n c e . D E SI G N - B U I L D — A S P E C I A L N O T E The processes outlined in this publication must be applied to all Design Excellence p ro c u rements including design-build. In the case of design-build pro c u rements, howe ve r, the Design Excellence process must be uniquely tailored to the specific nature and schedule of the project. For design-build projects, then, the region must contact the Chief Architect seve ral weeks before the FedBizOpps announcement is written to determine exactly how Design Excellence pro c e d u res will be integrated into the pro c u rement and design concept deve l o p m e n t . 73 section 6.0 DesExcDG.Chpt6.pp73-158.qxp 2/2/05 7:15 AM Page 74 Selecting the Lead Designer-A/E Te a m : St r ategies and Options D ES I GN E XC E L LEN C E D ES I G N EXC E L LE NC E S TE P S O B J E C T I V E S Selecting the Lead Designer- 3 Recommend Pro f e s s i o n a l l y 3 Maintain the Pro f e s s i o n a l A/E Te a m Qualified A/E Evaluation Board Integrity of the A/E Eva l u a t i o n B o a rd, Limiting Membership to One Person in Each of the Fo l l owin g Five Categories: Seek Chief Arc h i t e c t ’s C o n c u r rence and Appoint A Professional Architect from A/E Evaluation Board the Re g i o n A Professional Engineer from the Region Re c e i ve and Qualify Stage I S u b m i s s i o n s An OCA Design Pro f e s s i o n a l C o o rdinate Schedule with A National Peer Pro f e s s i o n a l Center for Design Excellence A Professionally Qualified and the Arts to Ensure Customer Re p re s e n t a t i ve Pa r ticipation of National Pe e r Hold Stage I Po r tfolio Evaluation Meeting S h o r tlist Developed of Most Qualified Lead Designer-A/E Firms by A/E Evaluation Board Re c e i ve and Qualify Announce Stage I S h o r t l i s t Stage II Submissions Including in Fe d B i z O p p s Complete SF3 3 0 C o o rdinate Schedule of Stage II Lead Designer-A/E Te a m Solicit Stage II Lead Designer- I n t e r views with OCA Center for A/E Team Interview Submissions Design Excellence and the Arts to Ensure Pa rticipation of C o n vene Networking Sessions 3 National Pe e r to Support Development continue with one of A/E Te a m s A/E Evaluation Board Eva l u a t e s of three options Each Lead Designer-A/E Te a m ’s SF 3 3 0 A/E Evaluation Board Conducts Lead Designer-A/E Te a m I n t e r v i e w s 74 chapter 6 ove r v i e w DesExcDG.Chpt6.pp73-158.qxp 2/2/05 7:15 AM Page 75 St rategies for Selecting the Lead Designer and the Design Excellence A/E Te a m O P T I O N 1 : T W O - S TA G E O P T I O N 2 : T W O - S TA G E O P T I O N 3 : T H R E E - S TA G E P L U S D E S I G N C H A R R E T T E Ranking of Lead Designer- C o o rdinate Planning with S h o r tlisting of Most Qualified A/E Teams by A/E Evaluation Board O C A and Charrette Advisor Lead Designer-A/E Firms and Hold Design Charre t t e by A/E Evaluation Board for Pa r ticipation in Stage III Vision Competition Recommendation to the GSA Regional Selection Authority Blind Evaluation and Ra n k i n g by the A/E Evaluation Board of Design Charrette Visions by Independent Jury of National Pe e r s C o o rdinate Planning with O C A and Competition Advisor and Hold Vision Competition Final Selection by the GSA Regional Selection Authority Presentation of the Jury Ranking and Re p o r t to the A/E Evaluation Board by Jury Blind Evaluation of Vi s i o n Chair and Charrette Advisor Competition by Independent C o n t ract Negotiation and Aw a rd Jury of National Pe e r s Ranking of Lead Designer- A/E Teams by A/E Evaluation Board Presentation of the Jury I n c o r p o r ating Charrette Ra n k i n g Ranking and Re p o r t to the A/E Evaluation Board by Jury Chair and Charrette Advisor Recommendation to the GSA Regional Selection Authority by the A/E Evaluation Board Ranking of Lead Designer- A/E Teams by A/E Evaluation B o a rd Incorporating Vi s i o n Competition Ra n k i n g Final Selection by the GSA Regional Selection Authority Recommendation to the GSA Regional Selection Authority C o n t ract Negotiation and Aw a rd by the A/E Evaluation Board Final Selection by the GSA Regional Selection Authority C o n t ract Negotiation and Aw a rd 7 5 chapter 6 ove r v i e w DesExcDG.Chpt6.pp73-158.qxp 2/2/05 7:15 AM Page 76 6 .