| Consultant Selection Information |
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ODOT LOCAL AGENCY PROGRAM
CONSULTANT PROCEDURES & FORMS
Here Local Agencies and ODOT staff will find links to forms and documents they will need to conduct the second tier of the two-tier selection and work assignment process. The two-tiered process applies when Local Agencies choose to use ODOT Contracts or Price Agreements to obtain Architectural, Engineering and related services for Local Agency projects. Marty Andersen is Contract Administrator for the A&E On-Call Price Agreements. ODOT’s Local Agency Liaisons administer the WOCs assigned for local agency projects in their respective Regions.
Instructions: After you have clicked open one of the links, use the Green Back Arrow key located in the top left-hand corner to return to this web page. Clicking on the "X" in the top right hand corner will take you out of the website.
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PROCEDURE
ODOT Two-Tiered Selection and Work Assignment Procedure
Quick Reference Guide & Checklist
FIRMS AVAILABLE by REGION and MATRIX of SUBs
Firms Available by Region
Matrix of Primes and Subs
FORMS for TIER 2
These are the forms required for the second tier of the selection process.
Options A & B Cover Sheet
Options A & B– Tier 2 Selection Cover Sheet
Option A Selection Matrices
Option A – Region 1 Selection Form
Option A – Region 2 Selection Form
Option A – Region 3 Selection Form
Option A – Region 4 Selection Form
Option A – Region 5 Selection Form
Capacity Summary Requests
Capacity Summary Requests are required for projects with project PE + CE of $250,000 or more (optional if less). Consultants are required to provide capacity information on key personnel they propose for a pending project assignment (see Key Personnel Lists below.)
Region 1 Capacity Summary Request
Region 2 Capacity Summary Request
Region 3 Capacity Summary Request
Region 4 Capacity Summary Request
Region 5 Capacity Summary Request
Key Personnel Lists For Consultant Teams
PA 25313 OBEC Key Personnel
PA 25314 DEA Key Personnel
PA 25315 W&H Pacific Key Personnel
PA 25316 Otak Key Personnel
PA 25317 CH2M Hill Key Personnel
PA 25318 Harper Houf Key Personnel
PA 25319 Parametrix Key Personnel
PA 25320 Anderson Perry Key Personnel
Option B Mini RFP Forms
Option B – Evaluation/Selection Scoring Sheet
Option B - Evaluation/Selection Score Summary
Option B – Pass/Fail Evaluation Form
Capacity Summary Spreadsheet
PROJECT FORMS
Record of Negotiation Form (Required for all WOCs, and Amendments that increase funds)
Profit Worksheet Form (Required once for PE phase and once for CE phase)
WOC Billing Rate Form
WOC Template
PE Performance Evaluation
CE Performance Evaluation
Statement of Work Template for CE Phase (This template is approved by the Construction
Office. Significant revisions should be approved by Bob Pappe.)
CQAP- Construction Quality Assurance Plan
(The following two documents are located on the ODOT Procurement Office web page and are for ODOT staff use only. Anyone trying to access this data from outside ODOT will receive an error message. ODOT staff will find these documents in the drop-down section titled "QUICK LINKS TO OPO PAGES AND RESOURCES".)
WOC Request Form (for ODOT use only)
WOC Amendment Request Form (for ODOT use only)
REFERENCE MATERIAL
These are the documents that are available to help in the second tier of the selection process.
Request for Proposal and Generic Price Agreement from Tier 1
ODOT Request for Proposal 22404 with all addenda – from Tier 1
Price Agreement (Generic)
Price Agreement Billing Rate Schedules (less profit) for Primes and Subs ( This information is available to ODOT staff only. When ODOT staff click on the link in this section, they will connect to an ODOT Intranet site. Anyone trying to access this data from outside ODOT will receive an error message. )
Each file has a rate schedule of rates for the prime at the far left and tab for each of the prime’s subs. The rates for OBEC, W&H Pacific, DEA, OTAK, CH2M Hill, Harper Houf Peterson Righellis, Anderson Perry, Parametrix and the PA Base-Rate Form can be found on this ODOT Intranet site: http://intranet.odot.state.or.us/opo/Loc_Gov/Local_Gov.htm
Proposals from Selected Firms - from Tier 1
OBEC
DEA
W&H Pacific
Otak
CH2M Hill
Harper Houf Peterson Righellis
Anderson Perry
Parametrix
ODOT Summary of Scores and Rankings of Selected Firms – from Tier 1
RFP 22404 Section 2.2 General Criteria Scores
RFP 22404 Section 2.3 Specific Discipline Scores
Key OregonRevised Statutes and Administrative Rules
ORS 279C.125
OAR 137-048-00260
Conflict of Interest Disclosure
Consultants are required to submit a revised Conflict of Interest disclosure within 10 business days of any changes to the Conflict of Interest form they submitted with their SOP. Click on the following link to learn more about the guidelines and process related to consultants conflict of interest: Confict of Interest Guidelines and Disclosure Process
Code of Conduct Policy
ODOT's policy on Code of Conduct can be found by clicking on the attached link: Code of Conduct
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