HomeMy WebLinkAboutCity of WhitefishP.O. Box 158 · Whiteflsk. MT 59937 · (406) 863-2400
January 18, 2005
Honorable Mayor and City Council,
L~ JAN 2 0 2005
On behalf of the Whitefish City Council, I am wdting to ask for your support for
legislation that allows cities and towns to consider price when selecting
architects engineers and land surveyors. A copy of the draft bill. LC1724, has
been enclosed for your rewew. Currently, state law disallows local governments
from asking consultants for a price bid for their services during the competitive
selection process. The law provides for negotiations on the cost of services only
aftera consultant is selected.
Passage of this bill will bring healthy price competition to the consultant selection
process and create a new level of transparency in the use of scarce tax dollars,
Businesses seeking to hire a consultant routinely ask for price from interested
consultants before making a selection decision. Local government should have
the same advantage.
The Whitefish City Council is seeking the support of your Council for this
important bill. Enclosed you will find a resolution of support. Two years ago,
support for a similar bill by the City of Whitefish was opposed by paid special
interest lobbyists representing several architectural and engineering firms. The
bill was defeated. This time we want to show legislators that cities and towns
from throughout the state support this legislation. Passage of the enclosed
resolution will allow us to list your city or town as a supporter of this legislation.
Enclosed you will also find a copy of my written materials in support of this
legislation two years ago. These materials provide additional information I hope
you will find useful in consideration of our request.
Your kind consideration of the enclosed resolution is appreciated. If approved,
please mail a signed copy of the resolution to the City of Whitefish at the above
listed address. Thank you.
//,,~,~/05'
RESOLUTION NO.
A RESOLUTION OF THE CITY/TOWN OF EXPRESSING SUPPORT
FOR DRAFT BILL LC 1724 AND REQUESTING THAT THE MONTANA STATE LEGISLATURE
ADOPTS LC 1724 AND PRESENTS IT TO THE GOVERNOR FOR SIGNING.
WHEREAS, the cost of employing amhitects, engineers, and land surveyors represents a
significant expense to many Montana cities and towns; and
WHEREAS, current State law, notably Section 18-8-204, MCA, prohibits cities and town
from considering fee structures and projected fees, together with other lawful factors, when
making an initial selection of a firm considered most qualified to provide architectural, engineering,
and land surveying services; and
WHEREAS, current State law requires Montana cities and towns to make an initial
selection of the firm most qualified to provide services without reference to potential fee structures
or projected fees, and then attempt to negotiate a contract with the first firm.selected; and
WHEREAS, allowing Montana cities and towns the option and advantage of competitive
price comparison, as a factor of their overall consultant evaluation and selection processes, will
promote financial transparency and fiscal accountability in the use of public funds; and
WHEREAS, allowing Montana cities and towns the option to consider fee structures and
projected fees, along with other lawful factors, in making an initial selection of the most qualified
firm to provide architectural, engineering, and land surveying services, will increase efficiency and
transparency to the public, and result in lower overall costs for cities and town when hiring such
professionals;
NOW, THEREFORE, BE IT RESOLVED by the City/Town of
as follows:
Section 1: The recitals set forth above are adopted as findings of fact.
Section 2: The City/Town of expresses its support for
LC 1724 and requests that the Montana State Legislature adopts LC 1724 and presents it to the
Governor for signing.
Section 3: This Resolution shall take effect immediately upon its passage.
PASSED AND ADOPTED BY THE CITY/TOWN OF
THIS __ DAY OF ,2005.
~, ON
A"FrEST:
MAYOR
City/Town Clerk
'Unofficial Draft Copy
As of: January 5, 2005 (12:00PM)
**** Bill NO. ****
Introduced By *************
By Request of the *********
LC1724
A Bill for an Act entitled: "An Act permitting state and local
agencies or special districts to adopt procedures allowing fee
structures and projected fees to be used under certain conditions
when selecting architectural, engineering, and land surveying
services; and amending section 18-8-204, MCA
Be it enacted by the Legislature of the State of Montana:
Section 1. Section 18-8-204
, MCA, is amended to read:
"18-8-204. Procedures for selection. (1) In the procurement
of architectural, engineering, and land surveying services, the
agency may encourage firms engaged in the lawful practice of
their profession to submit au_nually a statement of qualifications
and performance data. The agency shall evaluate current
statements of qualifications and performance data on file with
the agency, together with those that may be submitted by other
firms regarding the proposed project, and conduct discussions
with one or more firms regarding anticipated concepts and the
1 LC 1724
Unof£iCial Draft Copy
AS of: January 5, 2005 (12:00PM)
- ' LC1724
relative utility of alternative methods of approach for
furnishing the required services.
(2) (a) The agency shall then select, based on criteria
established under agency procedures and guidelines and the law,
the firm considered most qualified to provide the services
required for the proposed project.
(b) The agency procedures and guidelines must be available
to the Public and include at a minimum the following criteria as
they relate to each firm:
(i) the qualifications of professional personnel to be
assigned to the project;
(ii) capability to meet time and project budget
requirements;
(iii) location;
(iv) present and projected workloads;
(v) related experience on similar projects; and
(vi) recent and current work for the agency.
(c) The agency shall follow the minimum criteria of this
part if no other agency procedures are specifically adopted.
(d) The agency may adopt procedures that allow fee
structures and projected fees to be considered along with the
criteria in subsection (2) (b) and may use the fee information in
the selection process described in subsection (2) (a) only if the
agency has provided all interested firms with a detailed
statement of the scope of the project and expected services.
2 LC 1724
Unofficial Draft Copy
AS of: J~nuary 5, 2005 {12:00PM)
LC1724
(3) The provisions of this section do not apply to
procurement of architectural, engineering, and land surveying
services for projects that the department of transportation has
determined are part of the design-build contracting pilot program
authorized in 60-2-135 through 60-2-137."
{Internal References to 18-8-2o4:
x18-8-205 x60-2-134 }
Title :
Agency:
Phone :
E-Mail:
Leanne M. Kurtz
Research Analyst
Legislative Services Division
444-3064
lekurtz@state.mt.us}
3 LC 1724
REMARKS TO THE
HOUSE LOCAL GOVERNMENT COMMI'I-rEE
MONTANA LEGISLATURE
Thursday, January 9, 2003, 3:00 p.m.
Mr. Chairman and ladies and gentlemen of the committee:
My name is Gary Marks. I am the city manager of the City of
Whitefish.
I am here today to express the Whitefish City Council's support, and
my personal support, for House Bill 147.
House Bill 147 seeks to allow units of Montana government to
consider proposed fees when evaluating and selecting professional
architects, engineers and surveyors.
Statutory procedures currently provided in MCA 18-8-204 limit
governmental units to asking about fees only after an architect,
engineer or surveyor has been selected - assuring that government
will .NOT be able to consider the competitive fees of all professionals
vying for the government project.
PleaSe understand the issue here. The bill does not make the Iow
bidder the king in the evaluation and selection of architects,
engineers and surveyors. It only seeks to allow state and local
governments to consider proposed fees as an element among many
considerations, as prescribed in MCA 18-8-204(2)(b), when
evaluating and selecting architects, engineers and surveyors.
Under HB147, governmental units would be permitted to decide the
degree to which price or fees should factor into the competitive
selection process. Many projects undertaken by local governments
are straightforward, where the scope of work is generally known and,
therefore, the proposed fee can be readily calculated and provided by
those professionals competitively vying for a project. In such cases,
the proposed fee might play in as a larger consideration in the award
decision of a governmental body. Yet, other times the scope of a
project is much harder to define at the outset making consideration of
proposed fees less of an overall consideration in the competitive
process..
Please don't let anyone tell you that consideration of fees for
architects, engineers and surveyors will lead to lesser quality public
projects, Surely, private sector developers ask for proposed fees up
front, consider such information and then make sound decisions that
address both quality and the financial bottom line. The same should
be true of government. As one who's career is in public sector
management, I often hear the statement that government should be
run more like business. Well, here is a great opportunity to make a
change that will help government progress toward that goal.
The first eight years of my career as a city manager were spent in
Oregon where local governments were allowed to consider fees for
architects, engineers and surveyors as part of the competitive
selection process. After many years of such practices, there was
absolutely no evidence that public facilities were suffering a quality
gap in Oregon. I personally oversaw the administration of numerous
professional services contracts that resulted from selection processes
that considered fees. The professionals I dealt with were just that -
professional. And, the projects they helped shape were - and still are
- top-notch, quality public facilities. The only difference between
oregon and Montana is that in Oregon the governments I served
could provide a higher level of accountability and transparency to
their taxpayers through the time-tested mechanism of competitive
price comparison.
Let's also remember that well over 80 percent of Montana cities have
populations of less than 5,000 people and tax bases of proportionate
size. They simply cannot afford, and do not have, professionals on
their side of the negotiating table to help evaluate the after-the-
selection fee negotiations. Many times it is the City Council itself-
made up of an assortment of community folks from various walks of
life - that must represent their communities in fee negotiations. Many
times these individuals lack the background to truly understand
whether the fee demand of a selected professional is in line or not.
While no one should ever pay more than a fair price, it is the smaller
cities and counties of Montana that can least afford to do so. Giving
Montana's local government entities the advantage of competitive
price comparison, as a factor in their overall evaluation processes,
would surely go a long way in introducing financial transparency to
such processes, assuring that both quality and financial requirements
are evaluated within a competitive environment in relation to public
projects.
Montana taxpayers are demanding transparency, efficiency and
accountability in government - as well they should. House Bill 147
provides an important change and move in that direction.
On behalf of the City of Whitefish, I respectfully ask for the
committee's support for this important legislation. Thank you.
P.O. Box 158 * Whitefish, MT 59937 · (406) 863-2400 · Fax: (406) 863-2419
Talking Points in Support of
HB147
By Gary Marks,
Whitefish City Manager
During the hearing last week, opponents tried to portray HB147 as a bill that
would allow a "fee-based" or "iow bidder" process for the selection of consulting
architects, engineers and surveyors. Contrary to those assertions, HB147 does
no.~t allow such processes. Current law (MCA18-8-204) requires government
agencies to make consultant selections based on criteria established under
agency procedures and guidelines and the law. In fact, the law says that the
agency SHALL select the consultant considered "most qualified" to provide the
service required for the proposed project. Further, the law specifies that
agencies MUST consider the following criteria - ATA MINIMUM - in determining
the "most qualified" consultant;
¸ii)
The qualifications of professional personnel to be assigned to the
project;
Capability to meet time and project budget requirements;
Location;
Present and projected workloads;
Related experience on similar projects; and
Recent and current work for the agency.
HB147 does not change any of these requirements. The bill simply allows
government agencies - at their option - to CONSIDER "fee structures and
projected fees" in making consultant selections. However, the bill LIMITS this
authority by specifically conditioning that fees may be considered ONLY if
"considered along with the criteria in subsection (2)(b)..." (see above list). This
authority is FURTHER LIMITED by the bill's stipulation that fee information may
be used "only if the agency has provided all interested firms with a detailed
statement of the scope of the project and expected services".
HB147 only seeks to allow the consideration of fees along with the quality-
based criteria already established in the law - and then only if all interested
firms have been provided with a detailed statement of the scope of the
project.
Opponents have argued that government agencies Sometimes are unable to
provide a detailed scope of work that adequately identifies and addresses the
work to be performed. They argue that this lack of a detailed scope of work will
make it impossible for consultants to provide accurate fee quotations. This
ar.qument i.qnores the effect and intent of HB147. Under the bill, agencies are
NOT allowed to consider fees unless a "detailed scope of work" is provided to
consultants (see Section 2(d) of the bill).
In Oregon, where government agencies may consider fees as part of an overall
selection process, lacking a detailed scope of work is not a problem. An agency
simply solicits proposals and selects a qualified consultant to develop a scope of
work, which is then offered to interested consultants in a subsequent request for
proposals. Through this process, government officials are afforded the ability to
understand and make relative price comparisons as part of the overall selection
process in both the development of the scope of work and the solicitation for
services to fulfill the scope of work. This process has worked for many years in
Oregon.