Receive and Distribute SOQs

Contract Procurement : Select the Most Qualified Firm : Receive and Distribute SOQs

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

Receive and Distribute SOQs

These instructions also can be found
on the Caltrans intranet at:
http://admin.dot.ca.gov/pc/doc/workflow.pdf

Consultants answer the RFQ by submitting their qualifications in a standardized Statement of Qualifications (SOQ). The contract analyst receives and distributes responsive Statements of Qualification (SOQs) to the consultant selection committee for review and evaluation. Consultants may also send SOQs directly to the CM or selection committee members if it is desired by the District, and detailed in the Committee Selection Memo. This direction to the consultant will be detailed in the RFQ.

Responsive SOQs are those that are submitted on time to the right location(s), and with all required information, including an appropriate number of copies.

DPAC determines if the submittal is responsive. DPAC rejects non-responsive SOQs. Non-responsive qualification packages include late submittals, submittals to the wrong location, submittals with inadequate copies, and non-submittal of required information.