In order to select a qualified service provider, it's important to obtain relevant, quality information about your candidates. The sample documents provided below offer a "starting point" that can help you bring qualified candidates to the table. Each document can be downloaded to your desktop and customized as needed.

Note: For additional guidance about professional services procurement,
see the NYSED article "Obtaining Professional Services for Construction Projects."

Request for Qualifications

For use in qualifying, then selecting CM firms

The typical selection process might be arranged as follows:

1. Qualifications are submitted
2. Identify a short list of firms
3. Receive cost proposals and interview the shortlisted firms
4. Select the best firm for the project
5. Negotiate the final fee and contract

Required Services

Request for Proposal

For use in selecting CM firms

The typical selection process might be arranged as follows:

1. Proposals are submitted (including an estimate of fees)
2. Identify a short list of firms
3. Interview the shortlisted firms
4. Select the best firm for the project
5. Negotiate the final fee and contract

Required Services