contract evaluation: an overview

Contract Evaluation: An Overview

Presenter: Mario Solis, Manager, Contract Evaluation Unit

Today’s Program

Role of the Contract Evaluation Unit (CEU)

DBE certification and coding

Program changes

Q&A

Where do contracts come from?

Division of Procurement and Contracts (DPAC): service contracts, architectural and engineering contracts, minor public works contracts (under $250,000), and all emergency force account contracts for phase one emergencies that immediately restore services

Division of Engineering Services (Office Engineer): contracts greater than $250,000 and long term emergency contracts

Contract Evaluation Unit

Goal achievement: DBE, DVBE, and SB participation

Commercially Useful Function (CUF)DBE: 49 Code of Federal Regulations, Part 26.55DVBE: Military and Veterans Code, Section 999SB: California Government Code, Section 14837

Certification status and codes

Contract Evaluation Unit cont.

Good Faith Efforts

Determination

Reconsideration, if applicable

A&E Contracts and DBE Requirements

Form ADM-0227F-A&E

Column 4

Column 5

A&E Contracts and DBE Requirements

Form ADM-0227F-A&E, Column 4:

“Enter a description that briefly captures the work to be performed or supplies to be provided by each corresponding DBE/UDBE firm listed in Column 1.”

Form ADM-0227F-A&E, Column 5:

“If the service will require Engineering Judgement, enter ‘Y’ or ‘Yes.’ If the service will not require Engineering Judgement, enter ‘N’ or ‘NO.’”

A&E Contracts and DBE Requirements

Form ADM-0312F

“Bidder/Proposer is strongly encouraged to submit the ADM-0312F to protect the bidder’s/proposer’s eligibility if Caltrans determines the bidder/proposer failed to meet the UDBE goal.”

Licensing (if required): must be held by a socially and economically disadvantaged individual

Coding: must be approved prior to bid opening

A&E Contracts and DBE Requirements

What’s new in the CEU?

Termination of Caltrans’ DBE program waiver

End of DBE Program Waiver

Effective date for Caltrans: June 15, 2012

No more UDBEs or UDBE goals

Anticipated outcomes: increased competition, more new DBE certification applications, impact on goal setting

In the queue…

Expanded code descriptions

CUF Guide

DBE Outreach Guide

Questions?

Contact Information

Office of Business and Economic OpportunityContract Evaluation UnitPhone: (916) 324-1700E-mail: contract_evaluation_unit@dot.ca.govOn the web: http://www.dot.ca.gov/hq/bep/

Division of Procurement and ContractsA&E OfficePhone: (916) 227-6000On the web: http://caltrans-opac.ca.gov/aeinfo.htm