Exhibit_B_-_Contract_Task_Order_Template.docx
DOCX document 36 KB Posted
- Attached to
- ARCHITECT/ENGINEER (A/E) ARCHITECTURAL SERVICES
- Solicitation number
- 060-2730-RFQ- AE-JC
- Issued by
- Orange County, California
About this file
This is a Contract Task Order (CTO) template document prepared by the Orange County Sheriff-Coroner Department (OCSD) Research & Development/Facilities Planning division for the County of Orange to establish an on-call Architect/Engineer (A/E) services framework. The template is designed to facilitate individual task orders issued under a master contract with selected A/E firms for various architectural and engineering projects. The CTO template provides a standardized format for defining specific project scopes, deliverables, schedules, and compensation terms for each task order issued to contractors. Statements of Qualifications must be received by October 23, 2026, at 2:00 P.M. PDT, with all questions and requests for interpretation due by October 9, 2026, at 3:30 P.M. PDT. The solicitation process utilizes the County's online bidding system at OpenGov, with technical support available through OpenGov customer service.
The CTO template structure includes provisions for time-and-materials compensation or fixed-fee deliverable-based arrangements, with total compensation amounts to be specified in individual task orders and limited by the cost ceiling established in Attachment B. Key operational requirements include specification of project descriptions, detailed task descriptions with defined deliverables and delivery schedules, period of performance timelines, reimbursable items guidelines, invoicing and payment terms, items provided by both the consultant and OCSD, project management and communication protocols, and mandatory Notice to Proceed authorization before work commences. The template emphasizes that any additional work beyond the authorized scope requires written justification and County approval before proceeding, with unauthorized work subject to non-payment. Individual task orders will be fully executed documents that incorporate this template with project-specific details completed by both the OCSD Facilities Planning Project Manager and the A/E Principal/Project Manager.
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Text version
Exhibit A– CTO Template Contract No. TBD CONTRACT TASK ORDER (Sample/Template)
"On-Call" ARCHITECT/ENGINEER (A/E)
SERVICE TBD
For Provision of "On-call" Architect/Engineer (A/E) for TBD by A/E to County of Orange (County)
Contract Task Order (CTO) No.: TBD Contract No.: TBD Project Title: TBD Project No.: TBD OCSD Project Manager: TBD Phone No.: TBD
I. PROJECT DESCRIPTION
Describes the area or site of the project and the reason for the project.
II. DESCRIPTION OF TASKS
Task 1 – INSERT TITLE OF TASK HERE Provide a description of the task. Be descriptive when outlining the task. Be sure to include the key points, highlights and all relevant aspects for the task.
Note: Describe deviations that do not fit under the Deliverable, Schedule, and Fee subsections of this task. If nothing is required in this subsection, mark as "N/A".
Deliverable: List the tangible end product(s) to be produced from this Task to OCSD.
Schedule: List the date(s) the deliverable(s) will be delivered to OCSD.
Exhibit B Contract No. TBD
RESEARCH AND DEVELOPMENT DIVISION
FACILITIES PLANNING
Fee: List the fee for this Task.
Task 2 – INSERT TITLE OF TASK HERE Provide a description of the task. Be descriptive when outlining the task. Be sure to include the key points, highlights and all relevant aspects for the task.
Note: Describe deviations that do not fit under the Deliverable, Schedule, and Fee subsections of this task. If nothing is required in this subsection, mark as "N/A".
Deliverable: List the tangible end product(s) to be produced from this Task to OCSD.
Schedule: List the date(s) the deliverable(s) will be delivered to OCSD.
Fee: List the fee for this Task.
Task 3 – INSERT TITLE OF TASK HERE Provide a description of the task. Be descriptive when outlining the task. Be sure to include the key points, highlights and all relevant aspects for the task.
Note: Describe deviations that do not fit under the Deliverable, Schedule, and Fee subsections of this task. If nothing is required in this subsection, mark as "N/A".
Deliverable: List the tangible end product(s) to be produced from this Task to OCSD.
Schedule: List the date(s) the deliverable(s) will be delivered to OCSD.
Fee: List the fee for this Task.
III. PERIOD OF PERFORMANCE
Work under this task order shall begin on the date of signature by COUNTY, below, and be completed and delivered within (# of days or weeks to complete work) from that date.
IV. REIMBURSABLES
Describe the guidelines for reimbursement, including, the total amount of reimbursement and items allowed/excluded for reimbursement.
Itemize all the possible reimbursables for this project.
(See Attachment A - Scope of Work, Part I, 4 - Reimbursable Items of Work)
V. INVOICES
Describe the requirements for invoicing. Detail Terms of Payment if they deviate from Terms of Master Contract.
VI. ITEMS PROVIDED BY CONSULTANT
List all the tangible and intangible items provided by the consultant for completion of the project. This may include Survey Crews, Project Schedules, Meeting Agendas, Meeting Notes, Action Item Matrices, etc.
VII. ITEMS PROVIDED BY OCSD
List all the tangible and intangible items provided by OCSD. This may include access to project site, easement/encumbrance maps, record drawings, etc.
VIII. PROJECT SCHEDULE & REVIEWS
Project Schedule:
Describe the requirement and schedule for the Project Schedule. This should include revisions and updates.
Reviews:
Describe the method for how review periods will be included on the Project Schedule.
IX. PROJECT MANAGEMENT, MEETINGS & COMMUNICATION
Project Management:
Describe how Project Management for OCSD and the consultant will be handled for the Project.
Meetings:
Describe how meetings will be conducted including agendas and meeting minutes.
Communications:
Describe the communications plan for the project and who will be responsible for its creation.
X. ATTACHMENTS
List all attachements here. This may include Schedule of Fees, Project Schedule, Aerial Photograph, Site Plan, etc.
XI. NOTICE TO PROCEED
At no time, shall A/E proceed with any item of work on a new project prior to receiving a Notice to Proceed (NTP) letter, signed by the COUNTY or his designee. The NTP letter will have attached this original project-specific CTO, fully executed by the A/E Responsible Charge and the COUNTY.
XII. A/E COMPENSATION
A. Compensation to A/E for all services authorized on this CTO by COUNTY under Contract shall be based upon:
· Time and materials charges per Attachment B – Cost/Compensation.
and/or
· The List of Deliverables specified and approved in this CTO, provided that the compensation in the List of Deliverables does not exceed the compensation listed in Attachment B – Cost/Compensation.
B. The total amount payable by the COUNTY under this CTO No. TBD, shall not exceed $ TBD.
XIII. ADDITIONAL WORK
If A/E finds that additional work or time is necessary, which is not included and is not authorized under CTO No. TBD, A/E must stop work immediately. A/E is required to submit a written description, justification of need, and cost estimate to COUNTY. A/E must receive written authorization and direction from COUNTY before proceeding with any such additional work. If A/E proceeds with the additional work prior to receiving written authorization from COUNTY, retroactive approval cannot be granted and A/E will not be paid for the unauthorized additional work.
XIV. SIGNATURES
IN WITNESS WHEREOF, this CTO No. TBD has been executed under the provisions of CONTRACT between the County of Orange and/or the Orange County Sheriff-Coroner Department, as applicable, and A/E. By signature below, the parties hereto agree that all terms and conditions of this CTO No. TBD and Contract shall be in full force and effect.
COUNTY ARCHITECT/ENGINEER
| By: ____DO NOT SIGN AT THIS TIME___ | By: ____DO NOT SIGN AT THIS TIME___ | ||
| Signature | Signature |
| Insert Name & Title Here | ___ | Insert Name & Title Here_______ | ||
| OCSD Facilities Planning Project Manager | Principal, A/E Project Manager | |||
| Insert Date | ________________ | Insert Date___________________ | ||
| Date | Date |
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