1. Welcome! Statement of Qualifications Webinar
For those interested in a Certificate of Participation for this webinar:
If you are interested in receiving certificate of participation for your attendance at an OFCC webinar, you will need to individually register and then individually login / logout for the webinar. GoToWebinar provides us with a login and logout time for each attendee which acts as the digital documentation of your attendance for certification and auditing purposes. In order to receive a certificate of participation, attendees must attend the entire webinar. Please wait for the last slide to appear that indicates webinar has ended.
Credit is not offered to attendees who watch an OFCC webinar in a group environment.
This process has been approved by the Ohio Facilities Construction Commission and the Ohio Architects Board / Ohio Landscape Architects Board.

2. For your Information Will the Webinar be Recorded for Future Use?
Yes – the webinar is being recorded and you will find the recording in the OFCC Webinar Archive within five business days of the webinar.
Webinar Archive:
/Webinars/WebinarArchive.aspx

3. Have a Question?
Please use the Question feature on the right side of your screen at any time during the webinar. Responses will be provided at the end of the webinar.

4. Statement of Qualifications: Changes to the 330 Form
Presenter:
Craig Weise
Chief of Projects

5. Learning Objectives Use of Statement of Qualifications
Where to find the F Form
Need for Change
Changes to the Document
How to Creatively Use Forms
How to Seek Feedback
Implementation of Use
Questions & Answers

6. Use of Statement of Qualifications
Qualification Based Selection (QBS)
Best Value Selection (BVS)
Prequalified Consultant Lists

7. Where to Find the F110-330 Form
Documents Tab
Procurement Tab
SOQ Form
OFCC Website:

8. Need for Change “People” are the main factor for selection
It’s 45% of the Selection Criteria Weighting!
Yet, submitted resumes did not address criteria
Goal is to raise quality of submission specific to criteria
Firms should compete on their experience & past performance
Evaluators should not have to
infer this information

9. Changes to the Document
Summary of Revisions
Clarified Instructions
Modified Resume Sheet
Enhanced Sample Project Descriptions
Provided Optional ways for using Forms
Recommended Organization of Section H
Added Disclosure of Past Performance

10. SOQ Part I, Section A: Contract Information Bold: Project Title
(Recommended)

11. SOQ Part I, Section B: Firm Point of Contact Bold: Name of Firm
(Recommended)

12. SOQ Part I, Section C: Proposed Team Bold:
Firm Name & Insert Company Logo (Optional)

13. SOQ Part I: Footer Insert Project Title and Firm Name in Footer
Update Page Numbering in Footer

14. SOQ Part I, Section D: Organizational Chart of Proposed Team
Diagram Lines of Communication & Main Point of Contact
Identify Owner & Contracting Authority
Identify Project
Management Lead
Outline Key Personnel:
-Name
-Role
-Firm
Use Thumbnail Photographs or Logos (Optional)

15. SOQ Part I, Section E: Resumes of Key Personnel
Bold:
Name
(Recommended)
Use of Thumbnail Photograph or Logo (Optional)

16. SOQ Part I, Section E: Relevant Projects Describe Relevant Projects
Example for “Other Services”

17. SOQ Part I, Section F:
Example Projects
Bold:
Title
(Recommended)

18. SOQ Part I, Section F: Example Projects Identify Role & Relationship
Eliminate Unnecessary Lines
(Recommended)

19. SOQ Part I, Section F: Example Projects Describe Project
PROJECT DESCRIPTION
REFERENCE
SCOPE OF SERVICES
PHOTOGRAPH
Elements Should Complement Each Other
BENEFIT/VALUE
PLAN/DIAGRAM
RESULTS ACCOMPLISHED
AWARDS
Be Creative in the Page Layout
RELEVANCE OF PROJECT
MEMBERS

20. SOQ Part I, Section F: Relevant Project Experience Matrix
Insert Scopes of Work from RFQ
Take Advantage of Empty “Gray Box”
(Optional)
Highlight Past Projects with Owner
(Optional)
Use Abbreviations Provided in RFQ if Applicable
Add Scopes of Work if RFQ lists Less than Ten
(Recommended)

21. Key Personnel Participation in Example Projects
SOQ Part I, Section G:
Key Personnel Participation in Example Projects
List Key Personnel in Order of Resumes in Section E

22. Key Personnel Participation in Example Projects
SOQ Part I, Section G:
Key Personnel Participation in Example Projects
Use Available Area (Optional)
Add Key Personnel from Owner Team (Optional)
Highlight Past Projects with Owners (Optional)

23. SOQ Part I, Section H: Additional Information, Block 34A
Follow Organization of RFQ Scoring Sheet (Recommended)
Ensure Selection Criteria is Covered
Review Scoring Rubric (Optional)
Make Sure to be Succinct! (5-8 pages)
Use Tables to Summarize Information
Avoid Generic Marketing Materials

24. SOQ Part I, Section H: Additional Information, Block 34B
No Changes to Proposer Affirmation and Disclosure
Update Footer after Additional Pages are Inserted

25. SOQ Part I, Section H: Additional Information, Block 34C-D
CMR & DB Scope of EDGE Participation Clarified
Statement of Intent to Contract & Perform must be Included to Earn Points for Exceeding EDGE Goal
Stages of Participation have been Clarified

26. SOQ Part I, Section H: Additional Information, Block 34E
New Disclosure of Past Performance
Summarize All Team Members on One page, Hopefully Sufficient Space Provided
Attest All Foregoing is a Statement of Fact

27. General Qualifications
SOQ Part II:
General Qualifications
Submit Part II for Each Office/Sub-Consultant
Limit One page per Office
Highlight Relevant Experience in Block 10

28. How to Seek Feedback Request Public Records
RFQ Scoring Sheets of Other Firms
RFQ Scoring Sheets of your SOQ
Request Debrief
Available after Announcement of Selection

29. Implementation of Use
Transition to New Form is Beneficial to All Parties
Recognize Level of Effort Necessary to Adjust
Contracting Authority will Determine Appropriate Transition for Their Projects
OFCC will not Reject use of old form during Transition Period

30. What’s up Next? OFCC Webinar Series: September 2014
September 24, 2014, 10:00 am
Educational Visioning: A District’s Perspective West Muskingham LSD
(for design professionals, school districts, other interested parties)
Registration link will be available in the near future.

31. What’s up Next?
OFCC Conference 2014 Registration: August 28, 2014 Embassy Suites Dublin (Columbus #2) Note: Registration ends Friday, August 22.

32. A Reminder… Statement of Qualifications Webinar:
If you are interested in receiving credits or certificate of participation for your attendance at an OFCC webinar, you will need to individually register and then individually login / logout for the webinar. GoToWebinar provides us with a login and logout time for each attendee which acts as the digital documentation of your attendance for certification and auditing purposes. In order to receive a certificate of participation, attendees must attend the entire webinar. Please wait for the last slide to appear that indicates webinar has ended.
Credit is not offered to attendees who watch an OFCC webinar in a group environment.
This process has been approved by the Ohio Facilities Construction Commission and the Ohio Architects Board / Ohio Landscape Architects Board.

33. To Receive Certificate of Participation
indicating your interest:
Certificate of participation for self-reporting to your professional organization or employer.
Remember, we are unable to offer a certificate when watching in a group environment.

34. Questions? Contact the presenter directly: Craig Weise
Chief of Projects

35. This concludes today’s webinar. Thank you.