3_Addendum_1_CM_Exprience_and_SOQ.pdf

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Attached to
44A0146 - A&E On-Call Cost and Schedule Risk Assessment and Financial Plans, District 44.
Solicitation number
44A0146
Issued by
Los Angeles County, California

About this file

This document is an Addendum No. 1 to a Request for Qualifications (RFQ) issued by the California Department of Transportation (Caltrans) for A&E On-Call Cost and Schedule Risk Assessment and Financial Plans in District 44, with the RFQ notice number 44A0146 dated April 15, 2025. The addendum addresses two primary concerns: clarifying Consultant Contract Manager experience requirements and modifying vendor service submission guidelines. The addendum provides detailed specifications for the minimum experience needed for Consultant Contract Managers, specifically requiring five years of responsible experience managing A&E firms for similar risk assessment and financial plan services, and ten years of documented experience in delivering such services.

The addendum also revises the vendor services procurement process, eliminating the previous requirement of obtaining three bids. Instead, vendors will now be required to submit rate sheets listing unit costs inclusive of direct and indirect expenses, without individual personnel labor rates. The Department will review these rate sheets during cost negotiations to ensure fairness and reasonableness. Vendors must be clearly identified in the Prime's transmittal letter, with both DBE and Non-DBE vendor names listed in the Statement of Qualifications (SOQ), accompanied by appropriate conflict of interest forms. This modification aims to streamline the procurement process and provide more transparent vendor selection criteria.

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“Provide a safe and reliable transportation network that serves all people and respects the environment.”

STATE OF CALIFORNIA------- CALIFORNIA STATE TRANSPORTATION AGENCY GAVIN NEWSOM, Governor

DEPARTMENT OF TRANSPORTATION

DIVISION OF PROCUREMENT AND CONTRACTS

1727 30TH STREET – MS 65

SACRAMENTO, CA 95816

PHONE (916) 227-6000

TTY 711

www.dot.ca.gov

Making Conservation a California Way of Life.

April 15, 2025

REQUEST FOR QUALIFICATIONS (RFQ) NOTICE NUMBER 44A0146

ADDENDUM NO. 1

A&E On-Call Cost and Schedule Risk Assessment and Financial Plans, District 44

The purpose of this Addendum is for the Department to provide responses and/or clarification for the following concerns:

1. Consultant Contract Manager experience requirements

2. Vendor clarification for SOQ Instructions (dated 10/07/2020), Section II. Definitions, Item O

1. Consultant Contract Manager experience requirements

Question:

It has been noted that firms are being deemed non-responsive due to the Consultant Contract Managers not meeting the minimum five (5) years of Consultant Contract Manager experience for similar services requirement. How is Caltrans determining what meets the five (5) years’ experience?

Department Response:

Statement of Qualifications (SOQ) Submittal Instructions and General Contract Process Information, II. DEFINITIONS, Item P has been added to clarify the minimum five (5) years of responsible experience performing the duties as a Consultant Contract Manager.

P. The Consultant Contract Manager shall have minimum five (5) years of responsible experience performing the duties as a Consultant Contract Manager leading a team of A&E firms for similar Cost and Schedule Risk Assessment and Financial Plan services contracts as identified in the RFQ, and minimum ten (10) years of documented demonstrated experience acceptable to Caltrans in delivering Cost and Schedule Risk Assessment and Financial Plan services work.

The Consultant Contract Manager shall be an employee of the Prime Consultant firm.

For each cumulative set of competence, the minimum five (5) years of Consultant Contract Manager experience and ten (10) years minimum Cost and Schedule Risk Assessment and Financial Plan service experience as per the RFQ, each gained from multiple projects at various times, shall be in serial (not in parallel order), with the total time not accounting for double counting or any overlapping within each set of the two types of competence.

This specific Consultant contract management experience shall be detailed for each relevant project listed in the resumes section, of the Statement of Qualifications (Section E of the Standard Form 330) with a brief project description however provide significant details of

RFQ 44A0146 - Addendum No. 1 April 15, 2025

“Provide a safe and reliable transportation network that serves all people and respects the environment.”

previous role that best demonstrates the person's capability and experience relevant to his/her proposed role in this contract and consistent with the RFQ.

Specifically for the five years of responsible experience performing the duties as a Consultant Contract Manager, the other Project Manager, Design Manager, Lead Designer, and other lead role position experiences will not qualify for the Consultant Contract Manager experience as outlined in the RFQ for Personnel Requirements under Consultant Contract Manager.

See RFQ for additional description of the minimum of five (5) years of responsible experience performing the duties as a Consultant Contract Manager.

See RFQ for additional description of the minimum of ten (10) years of responsible experience in delivering Cost and Schedule Risk Assessment and Financial Plan services work.

2. Vendor clarification for SOQ Instructions (dated 10/07/2020), Section II. Definitions, Item O

Question:

Page 3, item O of the SOQ Submittal Instructions states that “Vendor services will require a minimum of three bids to be submitted to the Caltrans Contract Manager at the time these services are required at the Task Order level.” This is in conflict with information shared at multiple outreaches throughout the past year and via addenda to similar contracts. Can you please confirm if three bids will indeed be required?

Department Response:

SOQ Instructions (dated 10/07/2020), Section II. Definitions, Item O, first and second paragraph is amended to read as follows: “O. Vendor Services are Trade services incidental to the core A&E services. Firms providing Trade services will be required to submit their rate sheets (in lieu of bids) listing each item with its corresponding unit cost, inclusive of all direct and indirect costs used for all clients. Vendor rate sheets shall not include individual personnel labor rates. The Department will scrutinize the vendor Rate Sheets and Prime’s supporting documentations for fair and reasonableness of vendor rate sheets during cost negotiation phase.

Vendor name and description of services shall be clearly identified in the Prime’s transmittal letter and other sections of the SOQ as noted.

Note: All Vendors and the associated service descriptions shall be listed in the SOQ. DBE and Non- DBE vendor names should be identified in the SOQ and include their respective Transmittal Letter accompanied with the A&E Conflict of Interest forms.

All other terms and conditions of the original RFQ Notice dated 4/15/2025, are unchanged.

Please contact Vanessa Usanmaz at Vanessa.Usanamaz@dot.ca.gov for questions concerning this addendum.

mailto:%20Vanessa.Usanamaz@dot.ca.gov

DEPARTMENT OF TRANSPORTATION

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