Caltrans_Evaluation_Form_10b.pdf
PDF 162 KB Posted
- Attached to
- San Mateo County Transportation Infrastructure Adaptation and Resilience Improvement Plan
- Solicitation number
- E5121000
- Issued by
- San Mateo County, California
About this file
This is a Consultant Evaluation Form issued by the California Department of Transportation (Caltrans) as part of the Local Assistance Procedures Manual. The form serves as a suggested evaluation sheet for local agencies to assess consultant qualifications for projects utilizing federal or state funding. The evaluation criteria are structured around seven key factors: Understanding of the Work to be Done (25 points), Experience with Similar Kinds of Work (20 points), Quality of Staff for Work to be Done (15 points), Capability of Developing Innovative or Advanced Techniques (10 points), Familiarity with State and Federal Procedures (10 points), Financial Responsibility (10 points), and Demonstrated Technical Ability (10 points), for a total of 100 possible points. The form includes designated spaces for evaluator and contract office signatures, printed names, initials, and dates to verify proper completion and procedural compliance.
The evaluation criteria and weighted values presented in this form are recommended but not mandatory, with the caveat that the specific criteria and point allocations identified in any Request for Proposal (RFP) must match those used in the actual evaluation. Non-qualifications-based evaluation criteria, such as local presence or Disadvantaged Business Enterprise (DBE) participation, are limited to a maximum of ten percent of total evaluation criteria, though this limitation does not apply to specific DBE contract goals established by contracting agencies. For non-Architectural and Engineering services projects, cost may be included as one criterion or as the sole criterion, and DBE participation shall not be used as a listed evaluation criterion. The form emphasizes that local agencies retain full responsibility for ensuring proper procurement procedures are followed, regardless of Caltrans participation on the interview panel.
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Other files
| File | Type | Posted |
|---|---|---|
| San_Mateo_County_Transportation_Infrastructure_Adaptation_and_Resilience_Improvement_Plan.pdf | ||
| Caltrans_Form_10-T.pdf | ||
| Standard_Contract_Template_-_Over_$200K_DRAFT.docx | DOCX document | |
| Standard_Contract_Template_-_Under_$200K_DRAFT.docx | DOCX document |
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Text version
Local Assistance Procedures Manual EXHIBIT 10-B Suggested Consultant Evaluation Sheet
EXHIBIT 10-B SUGGESTED CONSULTANT EVALUATION SHEET *
CONSULTANT/FIRM NAME:
Criteria Max Points Rating
Understanding of the work to be done 25
Experience with similar kinds of work 20
Quality of staff for work to be done 15
Capability of developing innovative or advanced techniques 10
Familiarity with state and federal procedures 10
Financial responsibility 10
Demonstrated Technical Ability 10
Total 100
Evaluator Contract Office
Print Name: Initials:
Signature: Date:
Date:
*Notes:
1. To maintain the integrity of a competitive negotiation/qualifications based selection procurement, the total of all allowable non-qualifications based evaluation criterion (such as local presence or DBE participation) cannot exceed ten (10) percent of the total evaluation criteria. The ten percent limitation applies only to non-qualifications based evaluation criterion and should not be considered as a limitation for specific DBE contract goals established by a contracting agency in accordance with its approved DBE program.
(see http://www.fhwa.dot.gov/programadmin/172qa_07.cfm).
2. For projects other than “Architectural & Engineering” services, as defined in Section 10.1, cost is one of the criteria, or may be the sole criterion. DBE participation by the consultant shall not be used as one of the criteria listed above.
3. The evaluation criteria and suggested maximum points shown above are not mandatory, but are recommended in the interest of maintaining consistency among the hundreds of agencies utilizing federal or state funds.
4. The evaluation criteria and weighted values must be identified in the RFP. If the RFP has different evaluation criteria or weighted values then the information above would have to be changed to match. The Contract Office is to initial and date in the space provided to verify that the criteria and weighted values used in the evaluation sheet are appropriate and that the sheet has been completed correctly.
5. Caltrans participation on the interview panel does not relieve the local agency of its responsibility to ensure that proper procurement procedures are followed and requirements are met.
Distribution: Local Agency Project Files
Last Updated February 12, 2015 http://www.fhwa.dot.gov/programadmin/172qa_07.cfm http://www.fhwa.dot.gov/programadmin/172qa_07.cfm http://www.fhwa.dot.gov/programadmin/172qa_07.cfm http://www.fhwa.dot.gov/programadmin/172qa_07.cfm
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