California Department of Transportation

Consultant Selection and Procurement


Background

Caltrans Division of Local Assistance provides guidance to local agencies on consultant selection and procurement process related to Federal aid highway projects. Consultant services contracts funded in whole, or in part, with Federal aid highway program funds shall be procured in accordance with federal requirements of Uniform Administrative Requirements, Cost principles, and Audit Requirements for Federal Awards in 2 CFR Part 200. In addition, consultant contract for engineering and design, also known as Architectural and Engineering or A&E, must also comply with the requirements established in 23 USC Part 112, 40 USC Section 1101-1104 (Brooks Act), and 23 CFR Part 172.

A&E services are defined as “program management, construction management, feasibility studies (includes environmental studies and analysis), preliminary engineering, design, engineering, surveying, mapping or architectural related services”.

Guidance:

Form and Templates:

Consultant Contract Audit and Review Process:

Independent Cost Estimate Samples:

Other Resources:

Non-A&E Consultant Contracts:

Coming by Spring 2017

Training:

a. Procurement A&E Contracts
       i. Module 1: Introduction and Procurement Planning (1 hour 32 minutes), Slide in PDF
      ii. Module 2: Solicitation Documents and Advertisement (1 hour 34 minutes), Slide in PDF
      iii. Module 3: Evaluation and Selection of Consultant (27 minutes), Slide in PDF
      iv. Module 4: Contract Cost Negotiations (1 hour 25 minutes), Slide in PDF
      v. Module 5: Contract Execution and Other Considerations ( 52 minutes), Slide in PDF

b. Selected Shorts Video Series (webcast):
      Video 1 Limited Proposals Received (MP4) (78 sec), PDQA AE Video Shorts 1 Reference Material
      Video 2 Contract Prior to Authorization (MP4) (74 sec), PDQA AE Video Shorts 2 Reference Material NEW

Contacts:

 

 If you have any questions regarding Consultant Selection and Procurement, please contact your District Local Assistance Engineer.

Last Updated: May 11, 2017



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