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Consultant Forms
Forms, Examples, Worksheets

Here are some guidelines, forms, examples & worksheets:
 
For Consultants:
 
New Cost Disclosure Questionnaire (CDQ), Available 11/23/10:
 
Each selected proposer and all subconsultants (if any) must have a current CDQ (one year or less) on file within 10 business days of receipt of Intent to Award notice.  A CDQ must also be submitted if there were any major changes (i.e. acquisitions etc.) during the year.  If unable to access or submit the form on-line, contact the Billing Rate Action Team (BRAT) ODOT Procurement Office at (503) 986-2833 to receive the form via email along with instructions for submittal.
 
IMPORTANT NOTE: Fill out the form BEFORE printing. The CDQ is a highly interactive form that MUST be filled out electronically.
 
This CDQ form has numerous interactive fields for various types of required information; the fields appear or disappear based on the selections you make. If you print before filling out the form and fill it manually, these required fields will not be visible and you will be unable to complete the form correctly.
 
Under the "Other Information" section include any small business certifications (such as women, minority, DBE etc) in the box labeled additional information.
 
Once the CDQ is completed, submit it electronically by clicking the Submit button.
BONUS: While you are working on the CDQ, you can save the filled form on your computer for completion later, if you are using the free Adobe Reader application or Adobe Acrobat.
 
This form will work best using Acrobat Reader 9 or Acrobat 9. Adobe Reader is available free at http://get.adobe.com/reader/
 
 
Template & Sample of a Schedule of Indirect Costs and NEW FHWA Directive 4470 - Certification of Indirect Costs - Compliance with 48 CFR Part 31 :
 
Worksheet for Facilities Capital Cost of Money (FCCM):
 
NEW Sample Worksheet for Common Control Rent, available 11-23-10:
 
If common control exists between the consulting firm and the company that leases the property to the consultant then allowable rent expense must be determined using the following worksheet.  Common control is determined to exist if, in the relationship between the consulting firm and the leasing company, a principal or person with management responsibilities or significant influence in the consulting firm either owns 50% or more of the leasing company, has (or appears) to have influence or control in the leasing company or has a family member who has (or appears) to have influence or control in the leasing company. 
 
 
Uncompensated Overtime:
 
For CPA's:
 
CPA Representation Letter: