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Professional Services
Collaborative Forum Webinar
October 13, 2016
Welcome & Introductions
The Professional Services Collaborative Forum is a forum dedicated to small
business issues for professional services firms.
The forum works to find solutions to issues affecting DBE and ESB utilization
and success and serves as a voice for the DBE and ESB community.
Upcoming Opportunities
Regional Contacts
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CDOT Key Contacts List
General Structure
Regions & Directors
CDOT Contact List
CDOT Environmental Programs
Materials and Geotechnical Branch
Survey/ROW
Regional Civil Rights Managers
Tips for identifying CDOT Opportunities
(aka Building Relationships)
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Get to know key personnel at the large design/design-build firms
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Find out who they are on the prequalified prime consultant directory
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Contact the DBE/SBE liaison
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Attend outreach events
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Conduct direct marketing and/or email campaign
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Research award information (particularly NPS contracts)
Get to know CDOT Region Project Engineers
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Attend TETP training course
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Attend CDOT and CCA regional project briefings
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Attend project kick-off meetings
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Make contact and request a meeting
Research projects in the environmental stage
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Regularly review current advertisements
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Check CDOT Advertised Projects section of the website or SuSS
Partner with other small firms that are currently doing CDOT work
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Attend monthly Coffee@CDOT meetings (EPB and ACEC)
Search DBE directory, ESB directory, RTD SBE directory, Denver SBE directory
Get connected to industry news and events
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Sign up for Connect2DOT newsletter
Results of Survey
Average of 10 responses
CDOT Professional Services Forum has:
Rating (1-10):
Increased CDOT Transparency
8.7
Increased CDOT Dialogue
8.85
Improved Outreach/Access
7.28
Increased Understanding of
Procedures/Process
9
Forums Provide Solutions for Priority
Issues
7.16
Increased Selection Transparency:
7.6
Increased Access to Technical Staff:
5.66
Progress Toward Level Playing Field:
8.16
Likelihood of Success:
6.4
Forum Update
In 3 Meetings We Have:
✓Changed the point structure for incentive points incentivizing
new relationships and smaller firms
✓Changed compliance process for small business requirements
✓Added civil rights observation on selection panel
✓Working towards better forecast of upcoming projects
Dave Clauson
Client and Partner Development, NOW Corp.
Master Pricing Agreement
● Subs vs. Vendors
● General Overview of the Process
● Resources
Vendors vs. Consultants
CDOT classifies firms providing professional services as “consultants” (or “subconsultants”) and all other
service providers as “vendors.” For CDOT contracting purposes, professional services are only those services
governed by the Brooks Act - Engineering, Architecture, Landscape Architecture and Industrial Hygiene.
Program management, construction management, feasibility studies, preliminary engineering, design
engineering, surveying, mapping, or other related services (including professional engineering related services,
or incidental services that may be performed by a professional engineer or individuals working under their
direction) are considered Professional Services. Firms providing these services will be considered consultants
or subconsultants. Firms providing other types of services do not fall under this definition of professional
services and should be classified as vendors on professional service contracts.
If you are uncertain whether you or a party you are contracting with should be classified as a (sub)consultant or
a vendor, please contact Maggie Molinas in the Engineering Contracts Unit at (303) 757-9398 or at
[email protected] for clarification.
Consultants and Subconsultants
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Consultants and subconsultants are subject to a rigorous audit process and must be prequalified
and have a Master Pricing Agreement (MPA) in order to perform work on professional service
contracts.
Consultants and subconsultants must submit Project Cost Worksheets (PCWs) on Contracts and
Task Orders. PCWs must use the rates established in the firm’s most recent MPA.
Consultants and subconsultants are entitled to fee, which is negotiated with the Prime prior to
Contract award. Subconsultants’ fee should be the same as the Prime. Subconsultants must submit
PCWs in the same format as the Prime – “Cost Plus Fixed Fee” (CPFF) or “Specific Rate of Pay”
(SROP), depending on the contract and type of project.
Estimated total costs must be shown on the Prime’s PCW. Subconsultant totals should be shown
on the Prime’s PCW in Section 3A Outside Services Rates (Subconsultants).
Vendors
Vendors on professional service contracts do not need to be prequalified or have
an MPA. Rates for vendors should be "fair and reasonable" but are not subject to the
same audit process as professional service consultants and subconsultants.
Vendors are not required to provide Project Cost Worksheets (PCWs) or any other
estimate documents to CDOT as part of the contract documents.
Vendors are not entitled to the consultant fee. Bids/cost estimates, if provided,
generally should use either lump sum or fully-loaded rates.
Vendors’ total costs must be shown on the Prime’s PCWs, and should be listed
under Section 3B "Outside Services Rates (Vendors)."
MPA
● Consultant Brochure for Financial Qualification
https://www.codot.gov/business/consultants/forms/financial-qualification-brochure-mpa/consultantbrochure-for-fincancial-prequalification/view
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ALL consultants and subconsultants must have an MPA In place before receiving a fully
executed contract (no exclusion from proposing on work).
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To start the MPA process consultant must submit a financial qualification package to Audit.
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Firms with direct revenue from CDOT of 500k or less have options for less cumbersome audit
submittals.
Discussion
Upcoming Events
• Oct. 20: COMTO Prime Contractor Roundup Meeting
• Oct. 19-20: SiteManager Materials & LIMS Training
• Oct. 25: CDOT Region 5 Upcoming Project
Opportunities Event (1 of 4 CCA Western Slope
Member Briefings)
• Oct. 28: SMPS Diversity Contracting Meeting
• Nov. 1: 2016 Transportation Summit
• Nov. 2: Pikes Peak Veteran’s Conference
• Nov. 3: Northern CO Women’s Business Conference
• Nov. 8: ESB Orientation Webinar
Comments & Questions:
[email protected]
Connect2DOT.org/stay-connected/cdotcf
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