General scope: On-call

Planning : Scope of Work : General Scope: On-call

Contracting at Caltrans A&E Contracting History Approaches

Concepts Process DPAC Resource Development

Matching Exercise Knowledge Check

Centralized Decentralized Blended

Allocations Object Codes Budget Class COST Report Mitigation Costs

Contract Manager Contract Types

Scope

State Estimate

DBE DVBE Cost & Term Payment Consultant Selection Procurement Matching Exercise Knowledge Check

On-Call Project Specific

General: On-Call Detailed: Project Specific

Detailed: On-Call Detailed: Project Specific

A&E Contract Management

Task Orders

Progress Meetings

Amendments

Scope Schedule Cost & Payments

Matching Exercise Knowledge Check

Oversight / Q.A. Monitor Performance Contract Kick-off Meeting Consultant Progress Personnel Substitutions Files / Record Keeping

Task Order Development Task Order Request Contract Authority Draft Task Order State's Cost Proposal Consultant's Cost Proposal Task Order Negotiation Task Order Execution Task Order Kick-off Meeting

Meeting Agenda Meeting Minutes

Contract Amendments Task Order Amendments Amendment Approval Process

Budgets / Funding Payments to Consultants Relationships Acceptance Requirements Communication Evaluations DBE & DVBE Disputes Terminations

Task Order Closeout

Contract Closeout

Admin Issues Final Invoice Approval Post-Closeout

Matching Exercise Knowledge Check

Final Inspection Task Order Closeout

Completion of Work Prompt Closeout

Disencumber Evaluation Update Records Post Audits

General scope: On-call

For on-call contracts, the CM prepares a general scope of work without limiting his/her ability to issue a task order. For on-call contracts, the CM prepares a general scope of work without limiting his/her ability to issue a task order. Along with the purpose, period of performance, project list, and general requirements, the on-call scope of work should include, but not limited to, desired qualifications of the staff doing the work, description of staff augmentation utilization, description of incidental services required to complete the A&E service, and specifications for deliverables.

		Projects	Tasks
Project/task-order based	Scope of Work	x
	State’s Estimate	x

Project-specific	Scope of Work		x
	State’s Estimate		x

For instance, the scope of work for an on-call surveying contract for an entire district should not define the exact project site and routes where the work may occur. Consequently, the CM may write and negotiate a task order for any particular post mile and route within that district.

When you are creating an new on-call contract, go to DPAC's website and utilize Legal-approved templates for various A&E on-call contracts which will reduce processing time:

Sample Project-Specific Scope of Work