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9.10         Architect, Engineer and Construction Management Services Selection  

A.      Iowa Preference  

Preference shall be given in accordance with Iowa Code to the selection of design professional firms either based in Iowa or with permanent offices in Iowa.  If a firm which is neither Iowa-based nor with a permanent office in Iowa is selected, reasons shall be reported to the Board Office or to the Board as part of the university’s Register of Capital Improvement Business Transactions.

B.      Design Professional Selection Process

1.  Selection of Design Professionals for Projects with Budgets of Less than $999,999.

a.   The process for selection of the design professional is the responsibility of the institution.  Approval of the negotiated agreement by the institution (as detailed in this Chapter) shall constitute selection of the firm.  

                       2.   Selection of Architects for Projects with Budgets of $1,000,000
     or more.  

a.   Architectural selection for projects expected to cost $1,000,000 or more must be selected by an institutional Architectural Selection Committee.  

b.      The institution shall advertise its need for design services for the project.   The Iowa Chapter of American Institute of Architects shall be notified by the institution concerning the institution's intention to secure architectural services.

c.   The institution shall notify the executive director of the Board when the institution will evaluate the proposals of each firm responding for the purpose of determining a short list of architectural firms to be  interviewed and when the Architectural Selection Committee will meet to interview firms.

d.   The committee shall receive and evaluate the proposals of each firm responding to the advertisement utilizing appropriate criteria, and select the firms it believes are the most qualified for the project for interviews with the Committee.   

e.   Based on the Architectural Selection Committee’s interviews with the firms, the Committee shall select a firm and forward its selection, with justification, to the university president or the president’s designee for authorization to negotiate an agreement with the firm.  

f.    The Architectural Selection Committee’s summary report shall be forwarded to the Board Office prior to the institution’s request for approval of the selected firm.   

g.   When Board approval is required, the selected firm, and/or the negotiated agreement, shall be included on the Register of Capital Improvement Business Transactions for Board approval.

3.   Selection of Engineers and Other Prime Design Professionals for Projects with Budgets of $1,000,000 or more.  

a.   Engineer or other design professional selection for utility or other projects expected to cost $1,000,000 or more must be selected by an institutional committee.  

b.   The committee shall be established for the purpose of selecting the firm for the specific project; the committee shall be comprised of appropriate institutional personnel depending upon the professional services to be provided.  

c.   The institution shall advertise its need for design services for the  project.

d.   The institution shall notify the executive director of the Board when the institution will evaluate the proposals of each firm responding for the purpose of determining a short list of firms to be interviewed and when the committee is to meet to interview firms. 

e.   The committee shall receive and evaluate the proposals of each  firm responding to the advertisement utilizing appropriate criteria, and select the firms it believes are the most qualified for the project for interviews with the committee.

f.    Based on the committee’s interviews with the firms, the committee shall select a firm and forward its selection, with justification, to the university president or the president’s designee for authorization to negotiate an agreement with the firm.

g.   The committee’s summary report shall be forwarded to the Board Office prior to the institution’s request for approval of the selected firm.   

h.      When Board approval is required, the selected firm, and/or the negotiated agreement, shall be included on the Register of Capital Improvement Business Transactions for Board approval.

C.    Use of Consultants for Feasibility Studies  

                       1.   Institutions are authorized to use consultants (typically design professionals) to conduct feasibility studies and strategic planning related to university facilities for the purpose of establishing the feasibility, concept, and/or scope for capital projects, provided the study does not include the preparation of construction documents.                     

                             a.   For feasibility study agreements with a total anticipated cost of less than $50,000, including reimbursables, the institution shall determine the process for selection of the consultant.  The chief business officer shall approve the consultant agreement.   

b.   For feasibility study agreements with a total anticipated cost between $50,000 and $149,999, including reimbursables, the institution shall determine the process for selection of the consultant.  For feasibility study agreements with a total anticipated cost of $150,000 or more, including reimbursables, the institution shall advertise its need for services and an institutional Architectural Selection Committee (or other appropriate committee depending upon the professional services to be provided) shall evaluate the firmsí submittals and determine a short list of firms to be interviewed, and interview the short list firms.  The Board Office shall approve the selection of the consultant and the agreement for all feasibility study agreements with anticipated costs of $50,000 or greater; the institution shall provide the Board Office with a description of the selection process and the rationale for selection of the consultant with its request for approval.

D.    Construction Manager Services  

                       1.   When the institution proposes to use construction management services in lieu of a single stipulated sum prime construction contractor, the institution shall obtain approval from the Board of the proposed process, including approval of the responsibilities of the construction manager and the selection process to be used.  

                       2.   The provision of other professional, specific services by construction managers is subject to the policies governing architects, engineering and other design professionals as detailed in this chapter of the Policy Manual.   

E.        Consultant Agreements and Amendments  

1.   Authority for approval of consultant agreements is detailed in this Chapter.  

2.   Authority for approval of amendments to consultant agreements is detailed in this Chapter.  

               F.    Consultant Fees  

                       1.   Payments to the architect, engineer, other design professional or construction manager for services shall be based on a fee negotiated with the institution and approved by the institution, Board Office, or Board in accordance with this Manual.   

                       2.   The basis for payment shall be established by the institution.

G.    Disputes with Consultants  

Disputes between the consultants and the university will be handled in accordance with procedures outlined in the Board of Regents consultant’s agreement.