Caltrans_Evaluation_Form_10b.pdf

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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 from the California Department of Transportation (Caltrans) Local Assistance Procedures Manual designed for local agencies to assess consulting proposals on a qualifications-based selection process. The evaluation criteria consist of eight weighted categories totaling 100 points: understanding of the work (25 points), experience with similar work (20 points), quality of staff (15 points), capability for innovative techniques (10 points), familiarity with state and federal procedures (10 points), financial responsibility (10 points), and demonstrated technical ability (10 points). The form is intended for use in evaluating consultant proposals for the San Mateo County Transportation Infrastructure Adaptation and Resilience Improvement Plan, which requires proposers to submit responses through OpenGov's eProcurement system by March 4, 2026, at 4:00 p.m., with an anticipated contract award date of May 5, 2026. The contract term extends through June 30, 2027, with a potential two-year extension plus up to five additional renewal years at the County's discretion. No pre-proposal conference or site visit is scheduled for this procurement.

The evaluation will be conducted on a best-value basis, with non-qualifications-based criteria (such as local presence) limited to no more than ten percent of total evaluation points. For this project, Disadvantaged Business Enterprise (DBE) participation requirements do not apply; however, San Mateo County offers procurement preference to local businesses and non-profits under County Ordinance Code Chapter 2.89, requiring self-attestation. The contract is structured as a lump-sum arrangement organized by seven primary tasks, with funding derived from state and local sources. All contractors must maintain comprehensive insurance coverage including $1,000,000 in general liability, $1,000,000 in motor vehicle liability, and $1,000,000 in professional liability, with the County named as additional insured. Contractors must comply with all applicable federal, state, county, and municipal laws, including prevailing wage requirements and living wage ordinances, and must obtain all required licenses and permits at their own expense.

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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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