Category:134 Engineering Professional Services - Revision history

Hoskir: /* 134.5.5 Restitution for Errors and Omissions */ fixed link to Consultand Design Error Document

2025-08-25T20:58:47Z

134.5.5 Restitution for Errors and Omissions: fixed link to Consultand Design Error Document

← Older revision		Revision as of 15:58, 25 August 2025
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	The procedure for investigating errors or omissions is:		The procedure for investigating errors or omissions is:

	:1. Contractor/RE initializes a change order with the reason code – CD ([https://epg.modot.~~mo.gov~~/files/b/b4/Recovery_of_Cost_Due_to_Consultant_Design_Error.doc Consultant Design Error]). The RE and PM from Construction and Design review the change order and develop recommendation for action and assessment of both direct and indirect costs.		:1. Contractor/RE initializes a change order with the reason code – CD ([https://epg.modot.org/files/b/b4/Recovery_of_Cost_Due_to_Consultant_Design_Error.doc Consultant Design Error]). The RE and PM from Construction and Design review the change order and develop recommendation for action and assessment of both direct and indirect costs.

	:2. The District Construction and Material Engineer and the District Engineer review and provide comments.		:2. The District Construction and Material Engineer and the District Engineer review and provide comments.

Hoskir: /* 134.1.3 Consultant Qualification */ updated link to Uniform Audit and Accounting Guide

2025-06-23T13:18:43Z

134.1.3 Consultant Qualification: updated link to Uniform Audit and Accounting Guide

← Older revision		Revision as of 08:18, 23 June 2025
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	:5. <u>MoDOT Bridge Consultants Only (Not required for LPA Consultants)</u>): All bridge plans for MoDOT projects must be signed and sealed by a professional engineer from a prequalified firm for bridge design (with the firm’s logo shown in the title block of the bridge plans). For consultants who wish to become prequalified to perform bridge design, the consultant must submit a Bridge Experience Profile and a Personal Bridge Experience Record. These forms can be found on [https://www.modot.org/bridge-information MoDOT's Consultant Resources webpage] and must be updated every 3 years. In addition, the consultant must have a QA/QC plan on file with MoDOT which must be updated every 3 years. The prime consultant is not required to be prequalified for bridge design <u>unless</u> the scope of work performed by their firm includes bridge design. For more information, please contact MoDOT's Bridge Division.		:5. <u>MoDOT Bridge Consultants Only (Not required for LPA Consultants)</u>): All bridge plans for MoDOT projects must be signed and sealed by a professional engineer from a prequalified firm for bridge design (with the firm’s logo shown in the title block of the bridge plans). For consultants who wish to become prequalified to perform bridge design, the consultant must submit a Bridge Experience Profile and a Personal Bridge Experience Record. These forms can be found on [https://www.modot.org/bridge-information MoDOT's Consultant Resources webpage] and must be updated every 3 years. In addition, the consultant must have a QA/QC plan on file with MoDOT which must be updated every 3 years. The prime consultant is not required to be prequalified for bridge design <u>unless</u> the scope of work performed by their firm includes bridge design. For more information, please contact MoDOT's Bridge Division.

	The prequalification process complies with AASHTO guidelines published in the [https://~~audit.~~transportation.org/~~wp-content/uploads/sites~~/14/~~2019/08/UAAG~~-3-~~FINAL.pdf~~ ''Uniform Audit & Accounting Guide, ~~2012~~ Edition'']. This prequalification process ensures projects are in compliance with state and federal regulations.		The prequalification process complies with AASHTO guidelines published in the [https://transportation.org/audit/resources/eap-subcommittee-resources/ ''Uniform Audit & Accounting Guide, 2024 Edition'']. This prequalification process ensures projects are in compliance with state and federal regulations.

	The prequalification is only required for prime consultants. Subconsultants are strongly encouraged to become prequalified in order to reduce repetitive paperwork for future projects. For more information on subconsultant requirements see [[#134.3.5 Subconsultants\|EPG 134.3.5 Subconsultants]].		The prequalification is only required for prime consultants. Subconsultants are strongly encouraged to become prequalified in order to reduce repetitive paperwork for future projects. For more information on subconsultant requirements see [[#134.3.5 Subconsultants\|EPG 134.3.5 Subconsultants]].

Hoskir: /* 134.3.1 Engineering Services Contract (ESC) */ updated link to eAgreements

2025-06-05T15:45:08Z

134.3.1 Engineering Services Contract (ESC): updated link to eAgreements

← Older revision		Revision as of 10:45, 5 June 2025
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	Contract negotiation should follow the schedule provided in the solicitation. Consult Chief Council’s Office CCO early in the negotiation phase for any proposed changes in the boilerplate agreement language. Modifications to the standard agreement language may be considered only where no other compromise can be reached to successfully negotiate the agreement, and '''must be approved “as to form” by CCO.''' If the PM/CA works with their Regional Counsel to approve the revisions to the boilerplate agreement, that Regional Counsel will need to approve the partially executed contract “as to form”. In general, no changes are allowed to the ESC.		Contract negotiation should follow the schedule provided in the solicitation. Consult Chief Council’s Office CCO early in the negotiation phase for any proposed changes in the boilerplate agreement language. Modifications to the standard agreement language may be considered only where no other compromise can be reached to successfully negotiate the agreement, and '''must be approved “as to form” by CCO.''' If the PM/CA works with their Regional Counsel to approve the revisions to the boilerplate agreement, that Regional Counsel will need to approve the partially executed contract “as to form”. In general, no changes are allowed to the ESC.

	The standard engineering services contracts (ESCs) can be found in the [~~http~~://sp/~~sites~~/~~eagreements~~/~~SitePages/Home.aspx~~ eAgreements SharePoint site]. ESCs must follow the eAgreements process for drafting, reviewing and executing, as defined in [[:Category:153 Agreements and Contracts\|EPG 153 Agreements and Contracts]] and the [~~http~~://sp/~~sites~~/~~eagreements/TrainingDocuments~~/~~Forms/AllItems.aspx~~ eAgreements Training Manual]. In addition, the appropriate approvals must be obtained through the Professional Services Committee (PSC) process. When the agreement is created and saved in eAgreements, the system will auto-assign a new file name. This auto-assigned file name must be used as the agreement number, in the header, within the agreement itself.		The standard engineering services contracts (ESCs) can be found in the [https://netprod3.dot.missouri/eAgreements/Search/QuickSearch eAgreements SharePoint site]. ESCs must follow the eAgreements process for drafting, reviewing and executing, as defined in [[:Category:153 Agreements and Contracts\|EPG 153 Agreements and Contracts]] and the [https://netprod3.dot.missouri/eAgreements/Home/AllHelpDocs eAgreements Training Manual]. In addition, the appropriate approvals must be obtained through the Professional Services Committee (PSC) process. When the agreement is created and saved in eAgreements, the system will auto-assign a new file name. This auto-assigned file name must be used as the agreement number, in the header, within the agreement itself.

	The MoDOT unit responsible for the contract, either the district or the division, provides the consultant with an electronic PDF copy of the tentative contract. The tentative scope of services (including [[237.14 Electronic Design Data Delivery (BIM Deliverables)#237.14.4 Specifications of Electronic Design Data for Consultants and MoDOT\|Specifications of Electronic Design Data for Consultants and MoDOT]]) may be provided in a non-PDF electronic format. The PM/CA is responsible for completing the Consultant Contracts. Contract language must be approved by CCO input prior to execution of the contract.		The MoDOT unit responsible for the contract, either the district or the division, provides the consultant with an electronic PDF copy of the tentative contract. The tentative scope of services (including [[237.14 Electronic Design Data Delivery (BIM Deliverables)#237.14.4 Specifications of Electronic Design Data for Consultants and MoDOT\|Specifications of Electronic Design Data for Consultants and MoDOT]]) may be provided in a non-PDF electronic format. The PM/CA is responsible for completing the Consultant Contracts. Contract language must be approved by CCO input prior to execution of the contract.

Hoskir: /* 134.2.3 Consultant Solicitation and Selection Process – Noncompetitive */ updated link to fig 134.2.2.2

2025-06-02T17:15:20Z

134.2.3 Consultant Solicitation and Selection Process – Noncompetitive: updated link to fig 134.2.2.2

← Older revision		Revision as of 12:15, 2 June 2025
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	===134.2.3 Consultant Solicitation and Selection Process – Noncompetitive===		===134.2.3 Consultant Solicitation and Selection Process – Noncompetitive===
	There may be occasions when the standard QBS solicitation process is not appropriate. Each occasion will be evaluated on a project by project basis. Projects for which competition is determined to be inadequate after solicitation, emergency work affecting public safety or highly specialized knowledge that would result in a single consultant responding to the RFQ are candidates for Noncompetitive Procurement (23 CFR 172.7(a)(3)). Examples of specialized work are; hazardous waste services, wetland mitigation, urgent bridge projects and historic preservation services. The PM/CA will work with their Design Liaison Engineer to determine if a PSC Noncompetitive Approval is appropriate and if so, will complete and submit the [~~Solicitation~~ Solicitation and Request Letter (Fig. 134.2.2.2)] to PSC via the email group CODEPSCReview for PSC review and approval.		There may be occasions when the standard QBS solicitation process is not appropriate. Each occasion will be evaluated on a project by project basis. Projects for which competition is determined to be inadequate after solicitation, emergency work affecting public safety or highly specialized knowledge that would result in a single consultant responding to the RFQ are candidates for Noncompetitive Procurement (23 CFR 172.7(a)(3)). Examples of specialized work are; hazardous waste services, wetland mitigation, urgent bridge projects and historic preservation services. The PM/CA will work with their Design Liaison Engineer to determine if a PSC Noncompetitive Approval is appropriate and if so, will complete and submit the [https://epg.modot.org/forms/general_files/DE/134.2.2.2.docx Solicitation and Request Letter (Fig. 134.2.2.2)] to PSC via the email group CODEPSCReview for PSC review and approval.

	The Noncompetitive Method may be appropriate for projects with any of the following conditions:		The Noncompetitive Method may be appropriate for projects with any of the following conditions:

Hoskir: updated links

2025-02-20T16:40:36Z

updated links

Hoskir: updated links

2025-02-10T17:28:08Z

updated links

← Older revision		Revision as of 12:28, 10 February 2025
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	\|[[media:134.2.2.2 2019.docx\|Fig. 134.2.2.2, Solicitation and Request Letter]]		\|[[media:134.2.2.2 2019.docx\|Fig. 134.2.2.2, Solicitation and Request Letter]]
	\|-		\|-
	\|[~~[media~~:~~134~~.2.2.5.1 ~~May 2017~~.doc\|Fig. 134.2.2.5.1, Consultant Rating Form]]		\|[https://epg.modot.org/forms/general_files/DE/Consultant_Rating_Form_134.2.2.5.1.doc Fig. 134.2.2.5.1, Consultant Rating Form]
	\|-		\|-
	\|[https://epg.modot.org/forms/DE%202017%20Forms/LPA/134.2.2.5.2.doc Fig. 134.2.2.5.2, Consultant Selection Rating Summary]		\|[https://epg.modot.org/forms/DE%202017%20Forms/LPA/134.2.2.5.2.doc Fig. 134.2.2.5.2, Consultant Selection Rating Summary]
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	In order to short-list when presentations and interviews are not being conducted, a minimum of 10 respondents must be received, and the PM/CA shall have the ability to short-list down to a minimum of 3 qualified respondents. The rating criteria used to short-list shall include but is not limited to: The firms Pre-Qualification is current, Workforce Diversity, the firms listed experience as related to the advertised work, & the firms project team’s accessibility & availability. Shortlist scoring & a written summary of the shortlist selection shall be included in the eProject file, or wherever project files are retained, along with the eventual final scoring & selection of the most qualified firm.		In order to short-list when presentations and interviews are not being conducted, a minimum of 10 respondents must be received, and the PM/CA shall have the ability to short-list down to a minimum of 3 qualified respondents. The rating criteria used to short-list shall include but is not limited to: The firms Pre-Qualification is current, Workforce Diversity, the firms listed experience as related to the advertised work, & the firms project team’s accessibility & availability. Shortlist scoring & a written summary of the shortlist selection shall be included in the eProject file, or wherever project files are retained, along with the eventual final scoring & selection of the most qualified firm.

	If it's determined and noted in the solicitation request that the PM/CA will conduct interviews or presentations with the consultants, see [[#Consultant Presentations and Interviews\|Consultant Presentations and Interviews]] below for more information on how to rate and score the consultants. If interviews and/or presentations will not take place, the selection team can begin rating the consultants. The [~~[media~~:~~134~~.2.2.5.1 ~~May 2017~~.doc\|Consultant Rating Form, Fig. 134.2.2.5.1]], shall be used to rate and select the most qualified firm.		If it's determined and noted in the solicitation request that the PM/CA will conduct interviews or presentations with the consultants, see [[#Consultant Presentations and Interviews\|Consultant Presentations and Interviews]] below for more information on how to rate and score the consultants. If interviews and/or presentations will not take place, the selection team can begin rating the consultants. The [https://epg.modot.org/forms/general_files/DE/Consultant_Rating_Form_134.2.2.5.1.doc Consultant Rating Form, Fig. 134.2.2.5.1], shall be used to rate and select the most qualified firm.

	Each member of the selection team will individually develop a numeric score to rate each firm using the categories listed in Fig. 134.2.2.5.1. The team will, as a group, compare these scores and discuss how they were determined. The team must reach consensus on the consultant to select. The team will create a rating summary as outlined in [https://epg.modot.org/forms/DE%202017%20Forms/LPA/134.2.2.5.2.doc Fig. 134.2.2.5.2] clearly indicating which firm has been recommended for selection and documenting the selection process. The documentation must include written text on how the scores were determined. This documentation will be kept in the eProject file. Once the recommended selected firm is determined, send the Selection Approval letter ([[media:134.2.2.5.3 Oct 2021.docx\|Fig. 134.2.2.5.3]]) for approval to the District Engineer/Division Engineer. With approval from the District Engineer/Division Engineer, the team can notify the selected firm. After contacting the firm, a copy of all documentation must be sent to Central Office via the email group CODEPSCReview including the signed Approval letter (Fig. 134.2.2.5.3) of the selected firm. The final, approved selected firm will be posted on [http://www.modot.mo.gov/business/consultant_resources/consultant_home.htm MoDOT's Consultant Services webpage].		Each member of the selection team will individually develop a numeric score to rate each firm using the categories listed in Fig. 134.2.2.5.1. The team will, as a group, compare these scores and discuss how they were determined. The team must reach consensus on the consultant to select. The team will create a rating summary as outlined in [https://epg.modot.org/forms/DE%202017%20Forms/LPA/134.2.2.5.2.doc Fig. 134.2.2.5.2] clearly indicating which firm has been recommended for selection and documenting the selection process. The documentation must include written text on how the scores were determined. This documentation will be kept in the eProject file. Once the recommended selected firm is determined, send the Selection Approval letter ([[media:134.2.2.5.3 Oct 2021.docx\|Fig. 134.2.2.5.3]]) for approval to the District Engineer/Division Engineer. With approval from the District Engineer/Division Engineer, the team can notify the selected firm. After contacting the firm, a copy of all documentation must be sent to Central Office via the email group CODEPSCReview including the signed Approval letter (Fig. 134.2.2.5.3) of the selected firm. The final, approved selected firm will be posted on [http://www.modot.mo.gov/business/consultant_resources/consultant_home.htm MoDOT's Consultant Services webpage].
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	:* The need for an accelerated selection process due to the critical nature of the contract.		:* The need for an accelerated selection process due to the critical nature of the contract.

	If interviews and/or presentations are required, the PM/CA will verify all respondents are current with their pre-qualification status, and will verify the respondents workforce diversity statement as a pass/fail. The selection team will then rate all the consultants based on the rating criteria published in the solicitation using [~~[media~~:~~134~~.2.2.5.1 ~~May 2017~~.doc\|Fig. 134.2.2.5.1]] and as outlined above under Rating/Scoring the Consultants. Then the selection team will select the top 3-5 highest scoring firms and place them on a short list for further evaluation during presentations and/or interviews. If the PM/CA wants to interview less than 3 firms, approval must be granted by the PSC. Once the recommended selected firms are determined, send [[media:134.2.2.5.4 2021.docx\|District/Division Approval of Short List (Fig. 134.2.2.5.4)]] for approval to the District Engineer/Division Engineer. With approval from the District Engineer/Division Engineer, the team can notify the selected firms. After contacting the firms, a copy of all documentation must be sent to the Central Office via the email group CODEPSCReview including the District/Division Approval of Short List (Fig. 134.2.2.5.4) of the selected firms. The final, approved selected firms will be posted on MoDOT's Consultant Services webpage. See Consultant Presentations and Consultant Interviews, immediately below.		If interviews and/or presentations are required, the PM/CA will verify all respondents are current with their pre-qualification status, and will verify the respondents workforce diversity statement as a pass/fail. The selection team will then rate all the consultants based on the rating criteria published in the solicitation using [https://epg.modot.org/forms/general_files/DE/Consultant_Rating_Form_134.2.2.5.1.doc Fig. 134.2.2.5.1] and as outlined above under Rating/Scoring the Consultants. Then the selection team will select the top 3-5 highest scoring firms and place them on a short list for further evaluation during presentations and/or interviews. If the PM/CA wants to interview less than 3 firms, approval must be granted by the PSC. Once the recommended selected firms are determined, send [[media:134.2.2.5.4 2021.docx\|District/Division Approval of Short List (Fig. 134.2.2.5.4)]] for approval to the District Engineer/Division Engineer. With approval from the District Engineer/Division Engineer, the team can notify the selected firms. After contacting the firms, a copy of all documentation must be sent to the Central Office via the email group CODEPSCReview including the District/Division Approval of Short List (Fig. 134.2.2.5.4) of the selected firms. The final, approved selected firms will be posted on MoDOT's Consultant Services webpage. See Consultant Presentations and Consultant Interviews, immediately below.

	'''Consultant Presentations.''' Before the presentations, the selection team must determine the scoring criteria ([https://epg.modot.org/forms/DE%202017%20Forms/LPA/134.2.2.5.5.doc Fig. 134.2.2.5.5]) to be used. These criteria can include many variables, but each element must be assigned a point value and expectations for assigning the maximum points should be developed. The PSC Chair is invited to attend the presentations. See the [[media:134.2.2.5.6 2016.docx\|sample letter, Fig. 134.2.2.5.6]], inviting the consultant to present.		'''Consultant Presentations.''' Before the presentations, the selection team must determine the scoring criteria ([https://epg.modot.org/forms/DE%202017%20Forms/LPA/134.2.2.5.5.doc Fig. 134.2.2.5.5]) to be used. These criteria can include many variables, but each element must be assigned a point value and expectations for assigning the maximum points should be developed. The PSC Chair is invited to attend the presentations. See the [[media:134.2.2.5.6 2016.docx\|sample letter, Fig. 134.2.2.5.6]], inviting the consultant to present.

Hoskir: /* 134.3.4 Basis of Payment */ updated POV Milage reimbursement rates per email

2025-01-10T20:27:24Z

134.3.4 Basis of Payment: updated POV Milage reimbursement rates per email

← Older revision		Revision as of 15:27, 10 January 2025
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	Mileage, subsistence and lodging must follow federal travel regulation guidelines.		Mileage, subsistence and lodging must follow federal travel regulation guidelines.
	:* [~~http~~://www.gsa.gov/~~portal~~/~~content~~/~~100715~~ Current POV Mileage Reimbursable Rates]		:* [https://www.gsa.gov/travel/plan-a-trip/transportation-airfare-rates-pov-rates-etc/privately-owned-vehicle-pov-mileage-reimbursement?gsaredirect=mileage&_gl=1%2A1tsqq73%2A_ga%2ANDYzMzAxNDIwLjE2NTcwMjY4MDU.%2A_ga_HBYXWFP794%2AMTczNjUyNzQ0OS4yMC4xLjE3MzY1Mjc0NzAuMC4wLjA. Current POV Mileage Reimbursable Rates]
	:* [https://www.gsa.gov/travel/plan-book/per-diem-rates/per-diem-rates-results?action=perdiems_report&fiscal_year=2024&state=MO&city=&zip= Current Per Diem Rates for Missouri]		:* [https://www.gsa.gov/travel/plan-book/per-diem-rates/per-diem-rates-results?action=perdiems_report&fiscal_year=2024&state=MO&city=&zip= Current Per Diem Rates for Missouri]

Hoskir: Text replacement - "External Civil Rights" to "Business Development and Compliance"

2025-01-09T21:18:43Z

Text replacement - "External Civil Rights" to "Business Development and Compliance"

Show changes

Hoskir: Text replacement - "ECR" to "BDC"

2025-01-09T21:07:41Z

Text replacement - "ECR" to "BDC"

Hoskir at 18:55, 12 December 2024

2024-12-12T18:55:40Z

← Older revision		Revision as of 13:55, 12 December 2024
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	<font color = "white">ko</font color = "white">		<font color = "white">ko</font color = "white">

	[[Category:~~100_General~~]]		[[Category:100_GENERAL]]

← Older revision		Revision as of 11:40, 20 February 2025
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	\|[[media:134.2.2 Jan 2020.docx\|Fig. 134.2.2 Processing Standard Consultant Contracts Checklist]]		\|[[media:134.2.2 Jan 2020.docx\|Fig. 134.2.2 Processing Standard Consultant Contracts Checklist]]
	\|-		\|-
	\|[~~[media~~:134.2.2.2 ~~2019~~.docx\|Fig. 134.2.2.2, Solicitation and Request Letter]]		\|[https://epg.modot.org/forms/general_files/DE/134.2.2.2.docx Fig. 134.2.2.2, Solicitation and Request Letter]
	\|-		\|-
	\|[https://epg.modot.org/forms/general_files/DE/Consultant_Rating_Form_134.2.2.5.1.doc Fig. 134.2.2.5.1, Consultant Rating Form]		\|[https://epg.modot.org/forms/general_files/DE/Consultant_Rating_Form_134.2.2.5.1.doc Fig. 134.2.2.5.1, Consultant Rating Form]
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	:'''17.''' The PM/CA should identify any additional division director(s) (e.g., Bridge, State Highway Safety and Traffic, Right of Way, Environmental, Construction, etc.) who may need to review and sign the PSC letter.		:'''17.''' The PM/CA should identify any additional division director(s) (e.g., Bridge, State Highway Safety and Traffic, Right of Way, Environmental, Construction, etc.) who may need to review and sign the PSC letter.

	All of the items listed above must be included in the [~~[media~~:134.2.2.2 ~~2019~~.docx\|Solicitation and Request Letter]] prepared by the PM/CA and sent to the Design Liaison and all needed divisions for review. Once all the reviews have been completed and all comments addressed, the letter is sent to the PSC via the email group CODEPSCReview with the names of all signers needed. The solicitation must not contain any information concerning task-hours, labor rates or cost information. If a maximum known dollar value is available to fund the professional services contract, the dollar value may be noted in the solicitation to avoid submission of letters by consultants unable to provide the services for the expenditure MoDOT has determined as reasonable for the projects. Cost information can only be considered '''''after''''' a consultant has been selected and a contract is being negotiated. The solicitation should contain ALL of the rating categories that will be used to rate the consultant. MoDOT must follow [https://revisor.mo.gov/main/OneSection.aspx?section=8.289&bid=150&hl= RsMO 8.289] when evaluating the consultant but additional criteria can be added as long as it is published in the solicitation. PM/CAs must indicate on the Solicitation and Request Letter if consultant services are being requested for planning studies for more than Asset Management improvements. More-than Asset Management planning studies must meet the following criteria:		All of the items listed above must be included in the [https://epg.modot.org/forms/general_files/DE/134.2.2.2.docx Solicitation and Request Letter] prepared by the PM/CA and sent to the Design Liaison and all needed divisions for review. Once all the reviews have been completed and all comments addressed, the letter is sent to the PSC via the email group CODEPSCReview with the names of all signers needed. The solicitation must not contain any information concerning task-hours, labor rates or cost information. If a maximum known dollar value is available to fund the professional services contract, the dollar value may be noted in the solicitation to avoid submission of letters by consultants unable to provide the services for the expenditure MoDOT has determined as reasonable for the projects. Cost information can only be considered '''''after''''' a consultant has been selected and a contract is being negotiated. The solicitation should contain ALL of the rating categories that will be used to rate the consultant. MoDOT must follow [https://revisor.mo.gov/main/OneSection.aspx?section=8.289&bid=150&hl= RsMO 8.289] when evaluating the consultant but additional criteria can be added as long as it is published in the solicitation. PM/CAs must indicate on the Solicitation and Request Letter if consultant services are being requested for planning studies for more than Asset Management improvements. More-than Asset Management planning studies must meet the following criteria:

	:1. District has demonstrated that its asset management goals can be met over the next ten years, and		:1. District has demonstrated that its asset management goals can be met over the next ten years, and
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	====134.2.2.3 Solicitation and Selection Step 3 – Central Office Review of Solicitation Request====		====134.2.2.3 Solicitation and Selection Step 3 – Central Office Review of Solicitation Request====
	After all district / division reviews are complete and comments addressed the [~~[media~~:134.2.2.2 ~~2019~~.docx\|Solicitation and Request Letter]] is emailed to the PSC at [mailto:CODEPSCreview CODEPSCreview] email group. The PSC members will review the request and sign for approval with the PSC chair making the final approval signature. Central Office will then post the solicitation/Request For Qualifications (RFQ) to the [http://www.modot.mo.gov/business/consultant_resources/consultant_home.htm MoDOT's Consultant Services Webpage]. An electronic notification of the RFQ is sent to Design Consultant Distribution List alerting interested parties of the opportunity.		After all district / division reviews are complete and comments addressed the [https://epg.modot.org/forms/general_files/DE/134.2.2.2.docx Solicitation and Request Letter] is emailed to the PSC at [mailto:CODEPSCreview CODEPSCreview] email group. The PSC members will review the request and sign for approval with the PSC chair making the final approval signature. Central Office will then post the solicitation/Request For Qualifications (RFQ) to the [http://www.modot.mo.gov/business/consultant_resources/consultant_home.htm MoDOT's Consultant Services Webpage]. An electronic notification of the RFQ is sent to Design Consultant Distribution List alerting interested parties of the opportunity.

	Consultant solicitations will be posted to MoDOT’s webpage twice a month, according to the RFQ Calendar found on the [https://www.modot.org/modot-solicitations-rfq MoDOT Solicitations (RFQ) site].		Consultant solicitations will be posted to MoDOT’s webpage twice a month, according to the RFQ Calendar found on the [https://www.modot.org/modot-solicitations-rfq MoDOT Solicitations (RFQ) site].
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	===134.2.3 Consultant Solicitation and Selection Process – Noncompetitive===		===134.2.3 Consultant Solicitation and Selection Process – Noncompetitive===
	There may be occasions when the standard QBS solicitation process is not appropriate. Each occasion will be evaluated on a project by project basis. Projects for which competition is determined to be inadequate after solicitation, emergency work affecting public safety or highly specialized knowledge that would result in a single consultant responding to the RFQ are candidates for Noncompetitive Procurement (23 CFR 172.7(a)(3)). Examples of specialized work are; hazardous waste services, wetland mitigation, urgent bridge projects and historic preservation services. The PM/CA will work with their Design Liaison Engineer to determine if a PSC Noncompetitive Approval is appropriate and if so, will complete and submit the [~~[media:134.2.2.2 2019.docx\|~~Solicitation and Request Letter (Fig. 134.2.2.2)]] to PSC via the email group CODEPSCReview for PSC review and approval.		There may be occasions when the standard QBS solicitation process is not appropriate. Each occasion will be evaluated on a project by project basis. Projects for which competition is determined to be inadequate after solicitation, emergency work affecting public safety or highly specialized knowledge that would result in a single consultant responding to the RFQ are candidates for Noncompetitive Procurement (23 CFR 172.7(a)(3)). Examples of specialized work are; hazardous waste services, wetland mitigation, urgent bridge projects and historic preservation services. The PM/CA will work with their Design Liaison Engineer to determine if a PSC Noncompetitive Approval is appropriate and if so, will complete and submit the [Solicitation Solicitation and Request Letter (Fig. 134.2.2.2)] to PSC via the email group CODEPSCReview for PSC review and approval.

	The Noncompetitive Method may be appropriate for projects with any of the following conditions:		The Noncompetitive Method may be appropriate for projects with any of the following conditions:

← Older revision		Revision as of 16:07, 9 January 2025
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	:'''9. Project Funding''' – Amount of PE dollars in the STIP		:'''9. Project Funding''' – Amount of PE dollars in the STIP
	:'''10. Project Funding''' – Cost Share/Cost Participation Information or federal earmark (if applicable)		:'''10. Project Funding''' – Cost Share/Cost Participation Information or federal earmark (if applicable)
	:'''11. DBE Requirements''' –Once the scope of work is defined, the MoDOT PM/CA must obtain a DBE Goal by sending the appropriate project information to MoDOT External Civil Rights (~~ECR~~) for review at DBEConsultGoal@modot.mo.gov. The DBE goal shall be included in the PSC solicitation request letter and the solicitation itself. All consultant contracts <u>that utilize federal funds</u> must be reviewed by ~~ECR~~, regardless of the dollar amount of the contract.		:'''11. DBE Requirements''' –Once the scope of work is defined, the MoDOT PM/CA must obtain a DBE Goal by sending the appropriate project information to MoDOT External Civil Rights (BDC) for review at DBEConsultGoal@modot.mo.gov. The DBE goal shall be included in the PSC solicitation request letter and the solicitation itself. All consultant contracts <u>that utilize federal funds</u> must be reviewed by BDC, regardless of the dollar amount of the contract.
	:'''12.''' Will consultant selection process include interviews or presentation – can be determined by the PSC		:'''12.''' Will consultant selection process include interviews or presentation – can be determined by the PSC
	:'''13. Period of Service''' – for the consultant contract.		:'''13. Period of Service''' – for the consultant contract.
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	:3. PM/CA to choose the MOU contract from the eAgreements SharePoint site.		:3. PM/CA to choose the MOU contract from the eAgreements SharePoint site.
	:The federal MOU contract must be used for all MOU’s unless approved by the PSC to use a state funded MOU contract (state funded MOU contracts may be used if the funding source is the District/Division budget). When the agreement is created and saved in eAgreements, the system will auto-assign a new file name. This auto-assigned file name must be used as the agreement number, in the header, within the agreement itself.		:The federal MOU contract must be used for all MOU’s unless approved by the PSC to use a state funded MOU contract (state funded MOU contracts may be used if the funding source is the District/Division budget). When the agreement is created and saved in eAgreements, the system will auto-assign a new file name. This auto-assigned file name must be used as the agreement number, in the header, within the agreement itself.
	:4. Development of Scope of Services and DBE Requirements – Once the scope of work is defined, the MoDOT PM/CA must obtain a DBE Goal by sending the appropriate project information (including scope, county, estimated construction cost, and potential subcontracting opportunities) using the [https://epg.modot.org/forms/general_files/~~ECR~~/Estimated_Breakdown_Of_Work_for_DBE_Goal_for_MoDOT_Consultant_Engineering_Contracts.xlsx Estimated Breakdown of Work Spreadsheet] to MoDOT External Civil Rights (~~ECR~~) for review at DBEConsultGoal@modot.mo.gov. Once the DBE goal has been established by ~~ECR~~, it shall be included in the MOU. All consultant contracts <u>that utilize federal funds</u> must be reviewed by ~~ECR~~, regardless of the dollar amount of the contract. If the prime consultant or any sub-consultants are DBE firms, the DBE section must be filled out. If the prime or subs are not DBE firms, the DBE section can be left blank.		:4. Development of Scope of Services and DBE Requirements – Once the scope of work is defined, the MoDOT PM/CA must obtain a DBE Goal by sending the appropriate project information (including scope, county, estimated construction cost, and potential subcontracting opportunities) using the [https://epg.modot.org/forms/general_files/BDC/Estimated_Breakdown_Of_Work_for_DBE_Goal_for_MoDOT_Consultant_Engineering_Contracts.xlsx Estimated Breakdown of Work Spreadsheet] to MoDOT External Civil Rights (BDC) for review at DBEConsultGoal@modot.mo.gov. Once the DBE goal has been established by BDC, it shall be included in the MOU. All consultant contracts <u>that utilize federal funds</u> must be reviewed by BDC, regardless of the dollar amount of the contract. If the prime consultant or any sub-consultants are DBE firms, the DBE section must be filled out. If the prime or subs are not DBE firms, the DBE section can be left blank.
	:5. The PM/CA will review the on-call consultant list and choose a consultant based on the scope of services that has been developed and DBE goal established. The on-call consultant list is found on the [https://www.modot.org/consultant-prequalification-list MoDOT Website – Consultant Services – Consultant Prequalification Requirements].		:5. The PM/CA will review the on-call consultant list and choose a consultant based on the scope of services that has been developed and DBE goal established. The on-call consultant list is found on the [https://www.modot.org/consultant-prequalification-list MoDOT Website – Consultant Services – Consultant Prequalification Requirements].

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	:6. Consultant agreements are to be sent to the assigned Design Liaison Engineer for “Review by Staff” in eAgreements.		:6. Consultant agreements are to be sent to the assigned Design Liaison Engineer for “Review by Staff” in eAgreements.
	<div id="7. DBE Concurrence must be obtained"></div>		<div id="7. DBE Concurrence must be obtained"></div>
	:7. DBE Concurrence must be obtained from External Civil Rights prior to sending a federally funded MOU to the consultant for execution. The PM/CA will send External Civil Rights (email group '''DBEConcurrence''') as a “Reviewer”, along with the assigned Liaison Engineer, when processing the agreement for “Review by Staff” in eAgreements. ~~ECR~~ will respond to the email notification if any additional DBE information is needed - including, but not limited to, specific DBE details, such as name of DBE firm, DBE Goal, dollar amount of DBE participation, Exhibits such as Scope of Services, Fee Estimate, etc.		:7. DBE Concurrence must be obtained from External Civil Rights prior to sending a federally funded MOU to the consultant for execution. The PM/CA will send External Civil Rights (email group '''DBEConcurrence''') as a “Reviewer”, along with the assigned Liaison Engineer, when processing the agreement for “Review by Staff” in eAgreements. BDC will respond to the email notification if any additional DBE information is needed - including, but not limited to, specific DBE details, such as name of DBE firm, DBE Goal, dollar amount of DBE participation, Exhibits such as Scope of Services, Fee Estimate, etc.
	:8. After receiving the DBE Concurrence from External Civil Rights, the PM/CA will send the MOU to the consultant for execution. Agreements may be executed by wet signatures or [[media:134 Docusign.pdf\|electronic signatures in DocuSign]]. Electronic signatures are encouraged to expedite the execution process.		:8. After receiving the DBE Concurrence from External Civil Rights, the PM/CA will send the MOU to the consultant for execution. Agreements may be executed by wet signatures or [[media:134 Docusign.pdf\|electronic signatures in DocuSign]]. Electronic signatures are encouraged to expedite the execution process.
	:9. The respective District Engineer, division engineer or Executive Committee member will execute the MOU as described in MHTC Policy "Delegation of Authority for Approval and Execution of Documents".		:9. The respective District Engineer, division engineer or Executive Committee member will execute the MOU as described in MHTC Policy "Delegation of Authority for Approval and Execution of Documents".
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	:'''Note:''' If federal funds are used, the PM/CA must wait for email notifications from the following Central Office Divisions before issuing NTP to the consultant:		:'''Note:''' If federal funds are used, the PM/CA must wait for email notifications from the following Central Office Divisions before issuing NTP to the consultant:
	::* Financial Services indicating the obligation of funds is complete.		::* Financial Services indicating the obligation of funds is complete.
	::* External Civil Rights (~~ECR~~) indicating concurrence in DBE participation.		::* External Civil Rights (BDC) indicating concurrence in DBE participation.

	:12. The PM/CA will send the [[media:134.4.2 2016.docx\|NTP letter (Fig 134.4.2)]] to the consultant AFTER:		:12. The PM/CA will send the [[media:134.4.2 2016.docx\|NTP letter (Fig 134.4.2)]] to the consultant AFTER:
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	'''Note:''' If federal funds are used, the PM/CA must wait for email notifications from the following Central Office Divisions before issuing Notice to Proceed the consultant:		'''Note:''' If federal funds are used, the PM/CA must wait for email notifications from the following Central Office Divisions before issuing Notice to Proceed the consultant:
	:* Financial Services indicating the obligation of funds is complete		:* Financial Services indicating the obligation of funds is complete
	:* External Civil Rights (~~ECR~~) indicating concurrence in DBE participation.		:* External Civil Rights (BDC) indicating concurrence in DBE participation.

	If federal funds were used to finance the contract, Financial Services submits a copy of the executed contract to the FHWA Finance Section for approval. Federal funds will not be paid for charges to the contract prior to FHWA approval. Any supplemental agreements are also submitted to the FHWA after execution.		If federal funds were used to finance the contract, Financial Services submits a copy of the executed contract to the FHWA Finance Section for approval. Federal funds will not be paid for charges to the contract prior to FHWA approval. Any supplemental agreements are also submitted to the FHWA after execution.
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	'''Note:''' If federal funds are used, the PM/CA must wait for email notifications from the following Central Office Divisions before issuing Notice to Proceed to the consultant:		'''Note:''' If federal funds are used, the PM/CA must wait for email notifications from the following Central Office Divisions before issuing Notice to Proceed to the consultant:
	:* Financial Services indicating the obligation of funds is complete		:* Financial Services indicating the obligation of funds is complete
	:* External Civil Rights (~~ECR~~) indicating concurrence in DBE participation		:* External Civil Rights (BDC) indicating concurrence in DBE participation

	If federal funds were used to finance the contract, Financial Services submits a copy of the executed contract to the FHWA Finance Section for approval. Federal funds will not be paid for charges to the contract prior to FHWA approval. Any supplemental agreements are also submitted to the FHWA after execution.		If federal funds were used to finance the contract, Financial Services submits a copy of the executed contract to the FHWA Finance Section for approval. Federal funds will not be paid for charges to the contract prior to FHWA approval. Any supplemental agreements are also submitted to the FHWA after execution.