Design

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A&E Selection Procedures

ARCHITECT / ENGINEER SELECTION PROCEDURES


Title 18, Chapter 2 MCA

Title 18, Chapter 8 MCA

Energy performance, design-build, and 20-25-309 MCA contracts are exempt from this selection process. This process does not include investigation or construction-related services that do not constitute the practice of architecture, engineering, or land surveying.

  1. Agency requests that A&E Division initiate a project and may request delegation as appropriate.  A&E will review the proposed project for funding, spending authority, and programmatic needs.
  2. 18-8-204 MCA minimum criteria to be considered when selecting firms:
    1. Qualifications of professional personnel
    2. Location of firm
    3. Capability to meet time and budget
    4. Present and projected workload
    5. Related experience on similar projects
    6. Recent and current work for the agency
  3. 18-8-212 MCA Sole-source selection for projects in which the design fee is estimated not to exceed $50,000:  Firms may be selected directly on an individual project basis without submission of 3 names to the DOA Director.
  4. 18-2-112 MCA Projects with an estimated design fee above $50,000 but project cost equal to or less than $1,500,000:  A&E will provide to the Agency a list of firms on file and will participate in the short-listing effort.  After discussions of the project with potential firms, the agency will select three firms based on project requirements and the minimum criteria above, and then shall submit those 3 firms to A&E for an appointment of one firm to be made by the Director of the Department of Administration.
  5. 18-2-112 MCA Projects with a budget more than $1,500,000*:  To firms who have expressed interest in state work, A&E will publicly announce a Request for Qualifications at least quarterly.  Responding firms will submit to A&E their qualifications on an Architect/Engineer Statement of Qualifications for Specific Projects form along with other appropriate supplemental information.
    1. A&E and the agency's selection committee will select the most qualified firms to be interviewed for the project.  A&E will schedule interviews with those firms and send initial project information, scope of anticipated services, and interview format. 
    2. After the interviews, the agency shall submit 3 firms to A&E for an appointment of one firm to be made by the Director of the Department of Administration.
  6. After a firm has been selected or appointed, the agency and A&E project manager will review the initial project information and anticipated scope of services with the selected consultant, request a fee for agreed services, and negotiate a contract.  If an agreement cannot be reached, negotiations will be terminated, and the Director may appoint one of the remaining two recommended firms. 
  7. Delegated projects will follow the same selection processes above and delegation will be granted after a firm is appointed. The agency will then negotiate a contract with the selected firm.

*  This amount is slightly flexible.  Straightforward projects marginally above this amount may receive consideration to revert to the process described in paragraph 4 while more complex smaller projects may follow the interview process.

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Architect Performance & Document Requirements

PERFORMANCE & DOCUMENT REQUIREMENTS


The following is to be used for establishing performance and services guidelines for all architects and engineers (A/E) hired by the A&E Division (A&E) and is incorporated by reference into the Contract.

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High-Performance Building Standards

STATE OF MONTANA HIGH PERFORMANCE BUILDING STANDARDS GOALS


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Revised:  December 1, 2016

Based on the 61st Legislature SB049, amending Section 17-7-201 MCA, and enacted under 17- 7-202 MCA, the Department of Administration (through its Architecture & Engineering Division) establishes High-Performance Building Standards for the construction, renovation, and maintenance of public buildings in this state as well as all new state-leased buildings.(1.a) These standards have been developed to improve the capacity of the state to design, build, and operate high-performance and resilient buildings. An integrated design process to optimize energy performance, enhance indoor environmental quality and conserve natural resources is encouraged for all projects. (2.a)

The overall goal of the HPBS is that state-owned and/or leased buildings will meet construction and operational standards that are cost-effective and:

  1. Exceed the International Energy Conservation Code most recently adopted by the department of labor and industry by 20% or to the extent that is cost-effective over the life of the building or major renovation (1.b).
  2. Increase the use of environmentally and socially sustainable (2.c), building materials, finishes, and furnishings from Montana and within the region with an emphasis on functionality, durability, and maintenance (2.d);
  3. Encourage comprehensive energy plans for buildings that implement energy efficiency, passive design, utilization of local energy sources and local renewable energy sources;
  4. Protect and conserve the natural resources of the state (2.a);
  5. Reduce and properly manage waste generation;
  6. Establish life-cycle cost analysis as the appropriate and most efficient analysis to determine the cost-effectiveness, including productivity, deferred maintenance, and operational considerations (2.b) of a building project;
  7. Continue to ensure that the systems of each building project are designed, installed, and tested to perform according to the design intent and operational needs of the building;
  8. Implement a comprehensive data base for all high-performing buildings; Encourage contribution of project data to Energy Star Portfolio Manager.
  9. The State Agency for whom the Project was built shall strive to operate and maintain all State Projects at optimal efficiency, providing a healthy working environment, and controlling long-term cost.
  10. Develop building plans and other long-term strategic planning processes to incorporate the concepts of high performance buildings, including support for alternative transportation options.

END OF HIGH PERFORMANCE BUILDING STANDARDS GOALS
EFFECTIVE DATE of Revision: DECEMBER 1, 2016

High-Performance Building Program for O&M of Existing Buildings

HIGH-PERFORMANCE BUILDING PROGRAM FOR OPERATIONS & MAINTENANCE OF EXISTING BUILDINGS


HPBP for O&M-EB  Download PDF

Participation Form   Download PDF

Minimum Design Standards

MINIMUM DESIGN STANDARDS


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The Minimum Design Standards (MDS) provide planning, design, construction, sustainment, restoration, and modernization criteria. They apply to all projects administered by the Architecture & Engineering Division (A&E) and work for other customers where appropriate.

This document is developed based on the U.S. Department of Defense Unified Facilities Criteria (UFC) and General Service Administration, Facility Services Standards for Public Buildings, Mechanical Engineering.  Any copyrighted material included in this document is identified at its point of use.  Use of the copyrighted material apart from this document must have the permission of the copyright holder. UFC are distributed only in electronic media from the following source:

MDS are living documents and will be periodically reviewed, updated, and made available to the user. A&E is responsible for administration of the MDS system. Agencies should contact the A&E Division for document interpretation and improvements. Recommended changes with supporting rationale should be sent to A&E.  MDS are effective upon issuance and are posted on the A&E website http://architecture.mt.gov with the version date on the cover. The issue date on the cover of MDS hard copies should be checked against the version date of the current document on the website.

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