Consultant Forms & Resources

This page includes templates, forms and guidance documents related to procurement of personal and professional services for Oregon Department of Transportation projects and ODOT-sponsored local agency projects.

"DBE" or "Disadvantaged Business Enterprise" and other forms required by Office of Civil Rights

Committed DBE Breakdown and Certification Form - A&E #734-5235

Paid Summary Report #734-2882

Subcontractor Solicitation and Utilization Report #734-2721

Cost, Billing Rate & Compensation Related Forms

Accounting Methodology Questionnaires

Cost Disclosure Questionnaire
For firms that calculate overhead rate.

Financial Questionnaire
For firms that do not calculate overhead rate.

Billing Rate Schedules & Guidance

Billing Rate Policy

Billing Rate Schedule Instructions

Direct Non-Labor Costs Schedule

Direct Salary Rate Schedule

Negotiated Billing Rate (fully loaded) Schedule

Overhead Certification

Email ODOT to Submit Billing Rate Updates (ODOTBillingRateUpdates@odot.state.or.us)

Cost Estimate Templates & Guidance

Breakdown of Costs: (BOC.xlsx)

Use the following .xlsb version of BOC only if using MS Office 2013 or earlier version (BOC.xlsb). Report any issues or suggestions to Kim Rice.

Breakdown of Costs for negotiated billing rates: (BOCnbr)

Breakdown of Costs for cost-plus-fixed-fee: (BOCcpff.xlsx) Report any issues or suggestions to Kim Rice.]

Breakdown of Costs Requirements

Profit Fee Worksheet

Invoice Related

Invoice Requirements (formerly "Invoice Requirements Guide")

Vendor Remit Address Form

Prompt Payment Certification Form (HB 2364 pilot for 15-day payment)

Paid Summary Report, Form #734-2882

Certification of Invoicing and ODC Billing Practices

ORS 279C.110 Expense Report

Miscellaneous Procurement Forms (typically required for consultants)

Conflict of Interest Disclosure / TGM COI Disclosure

Direct Award Certification Form

Federal Responsibility Certification

Insurance Risk Assessment Tool - for Consultant Completed Highway Construction Projects (replaces the PDWP Consultant Edition – Insurance Risk Assessment)

Insurance Risk Assessment Process - for Consultant Completed Highway Construction Projects

Key Staff Resumes

Quality Plan

References

Responsibility Inquiry

Subconsultant/Subcontractor List

Tax ID Number Request