General estimate: On-call

Planning : The State Estimate : Detailed Estimate: On-call Contracts

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

Detailed Estimate: On-call Contracts

An on-call requires an estimate based on the services required for multiple projects listed in the scope of work. During the contract planning component, the district CSUs and HQ divisions identify contract needs and allocate a contract dollar amount for each proposed contract. The estimated amount is known as the Director’s Estimate, or workplan justification.

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

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

Just before submitting the contract request to DPAC, the CM works with the functional unit(s) to create a Director’s Estimate. The Director’s Estimate:

provides a breakdown of resources needed for each project listed in the SOW
includes a contract summary of the total estimated value of the services the consultant needs to provide, broken down by fund type and fiscal year
can be influenced by contract duration
is used as the contract amount in the ADM 360 package

Sample on-call Director's Estimate