2952 metro executive management and audit …
TRANSCRIPT
Metropolitan Transportation Authority One Gateway Plaza 213.922. 2000 TelLos Angeles , CA 90012-2952 metro. net
Metro EXECUTIVE MANAGEMENT AND AUDIT COMMIITEEJANUARY 20 , 2005
SUBJECT: PROCUREMENT MANUAL
ACTION: APPROVE RECOMMENDATIONS
RECOMMENDATION
A. Receive and file report of Procurement's comparative analysis of procurement manualsfrom other agencies and Sandia National Laboratories.
B. Rewrite the Procurement manual.
ISSUE
As part of a recent review of Procurement operations , Steve Polan a consultant from ManattPhelps & Phillips , LLP (Manatt), found that from a user perspective, the ProcurementManual remains "overly detailed and quite cumbersome . At the August 2004 Boardmeeting, Director Burke requested staff obtain procurement manuals from otherjurisdictions and report back with an analysis of how they differ from our manual.
DISCUSSION
Staff obtained seven procurement manuals from various agencies and Sandia NationalLaboratories (Sandia) including three of the four transit properties surveyed in the Manattreport. The three include Massachusetts Bay Transportation Authority ("MBTA" ), NewJersey Transit ("NJTransit"), and the Washington Metropolitan Transit Authority("WMATA"). New York City Transit is currently rewriting its manual and was only able tosend the Table of Contents , Index and a few chapters. New York is planning on followingFederal Transit Administration Best Practices Manual when they rewrite their manual.
In addition, staff obtained the Dallas Area Rapid Transit (" DART") and the Bay Area RapidTransit District ("BART") procurement manuals to get an additional perspective from othertransit agencies with rail construction projects. We also received a copy of Los AngelesCounty' s manuals. LA City is currently rewriting their manual and was only able to sendsome procurement procedures. Staff also reviewed Sandia s procurement manual based onthe advice of Professor Ralph Nash , founder of Government Contracts Program at GeorgeWashington University School of Law.
Several of the manuals (WMA T A, DART, and BART) are similar to our manual format andto the old Federal Acquisition Regulation (FAR). However , they do not incorporate many ofthe lessons of procurement reform adopted by the Federal government in 1994 and 1995 andsubsequently by several state agencies.
These manuals were developed during the time when rules , objectification, and hierarchy inthe system, were the standard. For example , each manual contains detailed procedures forhandling the extremely rare occurrence of tie bids.
The NJTransit and MBTA manuals have been developed in the past two years , are morestreamlined, and are written in a straightforward format and style. The NJTransit andMBTA manuals do a good job of providing a logical framework for the procurement processand the requirements are clearly and concisely covered.
Los Angeles County operates under different procurement rules and processes thanLACMTA; it is subject to different state procurement laws and does not have to comply withFederal Transit Administration regulations. There was some good information in County' s manuals including informal bidding caps (LACMTA' s small purchases threshold)at $100 000 and a performance monitoring system, which should be incorporated into ourprocurement manual contingent upon change to state law requirements.
Sandia s procurement manual is a much larger document in comparison with all the othermanuals reviewed. The subjects are ordered in a chronological sequence mirroring theprocurement process. Their procurement manual intermixes policy with procedure. Theadvantage of doing this is all procurement guidance is in one place , which precludes theneed for separate desk instructions. Staff is recommending incorporating some of the bestpractices identified in Sandia s manual.
Some of the best practices identified in the other manuals include a responsibilities matrixfor each procurement topic, and the way the sections in each chapter are organized. Inaddition , the way certain topics were covered such as evaluation factors , commercialcompetition techniques and property administration were considered a best practice duringour review of the manuals.
Attachment A provides more details of the review of each agency s procurement manuals.The major topics of procurement were used to compare each manual against our manual.Staff identified best practices with the designation "BP" in the matrix.
Staff has made efforts over the years to improve its procurement manual and make thisdocument user friendly. However, the outcome was a procurement manual that continuedto cover and regulate the universe of policies , protocols , issues and questions that mightarise in any given purchase. In addition, based upon the review of the above manuals andthe impacts of the proposed State legislative changes , it would be too difficult to edit ours inits current format. Therefore staff is proposing to replace the manual with a new set ofBoard adopted policy. To do this , it is staffs intention to separate policy from guidelines andprocedures in the new manual. The Board would still be responsible for approving changesto procurement policy, but authority to make changes to the guidelines, responsibilities and
Evaluation of Procurement Manual Page 2
process flowcharts that implement those policies would rest with the Executive OfficerProcurement and Material Management.
NEXT STEPS
Procurement staff along with County Counsel will draft the new Procurement Manual forBoard approval.
IT ACHMENTS
Matrix Comparing Procurement Manual
Prepared by: Bob Webb, Sr. Contract Administrator
Evaluation of Procurement Manual Page 3
it ifi: wdExecutive Officer, Procurement & MaterialManagement
Chief Executive Officer
Evaluation of Procurement Manual Page 4
AITACHMENT A
CO
MP
AR
ISO
N O
F P
RO
CU
RE
ME
NT
MA
NU
ALS
NJT
rans
itM
BT
AD
AR
TW
MA
T A
BA
RT
LA C
ount
ySa
ndia
ges:
139;
21;
7/0
316
4; 1
8; 1
1/02
;32
8; 1
1; 6
/96;
348; 26; 4/93, 3
325
, but
87
page
s60
pgs
for
458; 58;
Bes
t Pra
ctic
eed
ition
s;ar
e bl
ank
and
purchasing, 249
(BP)
:ha
ve r
ecei
ved
only
112
page
s in
the
reserved; 10;
pgs
for
not b
ound
by
FT
AM
ost c
hapt
ers
Mat
eria
l Mgt
.M
anua
l are
FA
RA
utho
rity
com
pact
12/9
8; 5
rev
isio
ns;
cons
truc
tion;
48
requ
irem
ents
,co
ntai
n po
licy,
Man
ual a
ndba
sed
cont
ract
(mul
ti-pg
s fo
rop
erat
es u
nder
and
then
pro
vide
prof
essi
onal
clau
ses;
man
ygo
vern
men
tB
P:purchasing, 28
prim
e co
ntra
ctgu
idel
ines
for
serv
ices
to d
ate;
similarities to
MO
D)
rew
ritte
nch
rono
logi
cal
pgs
for
from
DO
E; c
lear
lyim
plem
entin
gco
ntai
nsF
AR
bas
edin 1996 due to
listin
g of
act
ions
cons
truc
tion;
writ
ten;
mod
el fo
rpo
licy
then
solic
itatio
n an
ddo
cum
ents
chan
ges
in F
AR
;III
maj
orfe
dera
l bas
edre
spon
sibi
litie
s by
contract clauses;
seem
s to
be
the
proc
esse
s w
ithin
clud
es u
niqu
epr
ocur
emen
tsde
pt.
Org
aniz
edsi
ze o
fse
para
te c
hapt
erm
odel
for
oth
erre
spon
sibl
ere
quir
emen
tsaf
ter
acqu
isiti
onon
a c
hron
olog
ical
proc
urem
ent
on O
rgan
izat
iona
lm
anua
ls (
BA
RT
parties identified
base
d on
Boa
rdre
form
sequ
ence
of a
man
ual n
otC
onfl
icts
of
MT
A)
adop
ted
polic
yno
rmal
com
para
ble
toIn
tere
stsu
ch a
s ve
ndor
chro
nolo
gica
lpr
ocur
emen
tot
her
agen
cies
paid jury duty,
listin
g of
act
ions
proc
ess,
beca
use
not a
llIII
maj
orpr
ocur
emen
tpr
oces
ses
with
proc
esse
s ar
ere
spon
sibl
eco
vere
d.parties identified.
Succ
inct
, 2 p
ages
Des
crip
tion
ofD
escr
ibe
goal
s of
BP:
Bri
ef s
tate
men
t of
Brie
f sta
tem
ent o
fFr
om4 policy objectives
func
tion
ofsy
stem
suc
h as
Board approves
proc
urem
ent
appl
icab
leProcurement VVeb
itera
tes
som
e F
T A
mat
eria
l mgt
.in
tegr
ity, f
airn
ess,
Pol
icy
Sta
tem
ent
polic
yre
gula
tions
and
Pag
e: "
Our
requ
irem
ents
and
(Chapter One);
purpose of
mis
sion
is to
acco
unta
bilit
y,pr
oced
ures
issu
edpr
ocur
emen
t.pa
rtne
r w
ithby
Dir
ecto
r of
Sand
ians
Proc
urem
ent
stak
ehol
ders
and
supp
liers
topr
ovid
e go
ods
and
serv
ices
at t
heri
ght t
ime,
for
the
Page
5
NJT
rans
itM
BT
AD
AR
TW
MA
T A
BA
RT
LA C
ount
ySa
ndia
right price,
following the right
rule
s. T
his
enab
les
San
dia
tost
reng
then
its
com
petit
ive
adva
ntag
e, W
eco
mm
it to
do
this
in a
n at
mos
pher
eof
trus
t and
resp
ect.
"D
iscu
sses
sta
teR
efer
ence
toR
efer
ence
sL
aws
brie
fly
For
pur
chas
ing,
ized
law
in 2
pag
esap
plic
able
Sect
ion
73 o
f th
ere
fere
nced
brie
f re
fere
nce
to'Ir
edsections of Texas
Aut
hori
tyPC
C a
nd C
ount
yT
rans
port
atio
nC
ompa
ct.
Cod
e;C
ode
cons
truc
tion
refe
renc
es la
wth
roug
hout
man
ual.
Con
cise
, lis
ts o
nly
Hig
h le
vel
No
sepa
rate
Cha
pter
mix
esN
o se
para
teSeparate chapters;
Ope
rate
s un
der
ness
polic
yst
atem
ent o
fch
apte
r;po
licy
and
chap
ter;
iden
tifie
sde
scri
bes
Prim
e C
ontr
act
prog
ram
goa
lsen
cour
ages
Joi
ntpr
oced
ure;
polic
y fo
rC
omm
unity
Subc
ontr
actin
g-
NJ
also
has
Ven
ture
s to
spec
ifie
spr
ogra
m;
Bas
ed E
nter
pris
ePl
ansp
ecia
l set
asi
dein
crea
sedo
cum
ents
to b
ere
fere
nces
Prog
ram
, Sm
all
prog
ram
part
icip
atio
n of
com
plet
ed in
bid
s;se
para
te D
BE
Bus
ines
sdi
scus
sed
inm
inor
ity a
ndid
entif
ies
how
toPr
ogra
m o
n fi
le in
Prog
ram
, and
man
ual
women owned
requ
est w
aive
rsO
ffice
of C
ivil
Loca
l Sm
all
busi
ness
Rig
hts
Bus
ines
sE
nter
pris
ePr
efer
ence
Prog
ram
Page
6
lon
BP:
Des
crib
esN
o di
scus
sion
of
Num
erou
s to
pics
Mix
es B
AR
TN
o di
scus
sion
of
5 ch
apte
rs o
nde
tails
on
coor
dina
tion
proc
urem
ent
including options
proc
ess
with
FA
Rpr
ocur
emen
tac
quis
ition
Jjec
tco
ntra
ctin
g of
ficer
requirements with
plan
ning
publ
iciz
ing;
and
base
d pr
oced
ures
;pl
anni
ngpl
anni
ng;
and
proj
ect
user
dep
t. in
spec
ific
atio
ns;
man
ager
planning only
desc
ribes
det
aile
dB
P:re
spon
sibi
litie
spl
anni
ng m
etho
dch
rono
logi
cal
BP:
~AR
listin
g of
act
ions
stre
sses
lres
Des
crib
esm
maj
orco
oper
ativ
e na
ture
planning process
processes with
of p
lann
ing
& id
entif
ies
resp
onsi
ble
part
ypr
oces
sre
spon
sibi
litie
sid
entif
ied
Gen
eral
pol
icy
onS
peci
al "
Hot
line
2 pa
ge s
impl
eN
o P-
card
Discusses small
Info
rmal
bid
ding
Not covered in
for
P-ca
rd w
ithpr
oces
s fo
r ur
gent
proc
ess
for
proc
edur
es; F
AR
purc
hase
up to
$10
000
0m
anua
l,re
fere
nce
tore
quir
emen
ts;
cont
ract
s un
der
base
d de
scri
ptio
nre
quir
emen
ts;
Procurement Card
deta
iled
does not cover P-
$25
000
of B
lank
etF
AR
bas
edm
ay b
e us
ed to
proc
edur
e;ca
rd o
r sm
all
Purc
hase
desc
ript
ion
ofpe
rfor
mre
spon
sibi
litie
s in
purc
hase
pol
icy
Agr
eem
ents
and
Bla
nket
Pur
chas
epr
ocur
emen
ts u
pfo
rsm
all p
urch
ase
Imprest Funds;
Ord
ers
to $25,
000,
proc
ess ,
file
smal
l pur
chas
eco
nten
tsth
resh
old
set a
t$1
00. 0
00T
horo
ugh
, yet
Fai
rly s
tand
ard
FA
R b
ased
, hea
vyF
AR
bas
ed, h
eavy
FA
R b
ased
, hea
vySt
anda
rd p
ublic
Men
tione
d on
lyco
ncis
e; c
onta
ins
stra
ight
forw
ard
on p
roce
ss;
on p
roce
ss; v
ery
on p
roce
ss; v
ery
agency bidding
brie
fly
inal
l FT
A r
equi
red
proc
ess;
sub
ject
issi
mila
r to
MT
Asi
mila
r to
MT
Asi
mila
r to
MT
pr
oces
s;co
nstr
uctio
nel
emen
ts;
appr
ox, 2
5% o
fm
anua
l in
topi
csm
anua
l;m
anua
l;ch
apte
rincludes separate
man
ual;
cove
red;
Ver
y lit
tlele
dch
apte
r on
spe
cial
major topICS
maj
or to
pics
major topICS
cove
rage
of
seal
edbidding processes
major topICS
incl
ude:
incl
ude
incl
ude
maj
or to
pics
bidd
ing
beca
use
e, s
ingl
e bi
din
clud
e- general
- sc
ope
resp
onsi
bilit
ies
incl
ude
of ty
pe o
f w
ork
awar
d to
oth
er-
IFB
form
requ
irem
ents
- IF
B p
repa
ratio
nfo
r pr
oced
ural
- pr
epar
atio
n an
ddo
ne b
y Sa
ndia
;th
an lo
w b
idde
r-
bidd
ers
list
- bidding time,
- bi
dst
eps
bypr
oces
sIng
,Buy America;
gene
ral t
erm
s-
bidd
erre
quir
emen
tsdepartment, IFB
- no
tific
atio
n to
cond
ition
ssu
bmis
sion
s-
subm
issi
on o
fpr
epar
atio
nve
ndor
sB
P:- bid prices,
- public notice
bids
,ad
vert
isin
g an
d-
mai
ntai
ning
bid
publ
icly
ver
ify th
at-
pric
e es
cala
tion
--
bidd
ers
lists
- te
legr
aphi
c bi
ds,
solic
itatio
n of
syst
em in
tegr
ity,
all n
eces
sary
bid
- pre-bi
d-
bid
sam
ples
,bi
ds, b
id r
ecei
ptbi
d lis
t
Page
7
affi
davi
ts a
ndse
curi
ty /p
erfo
rma
conf
eren
ces
- facsimile bids
and
open
ing,
- ad
vert
isin
g,bo
nds
have
bee
nnc
e bo
nd-
pre-
open
ing
bid
- pr
e-bi
dev
alua
tion
of b
ids
- bi
ddin
g tim
efi
led
with
the
bid,
- an
ti bo
ycot
tm
odif
icat
ion/
conf
eren
ces,
awar
d pr
oces
s,-
pre-
bid
cove
nant
with
draw
al,
- am
endm
ent/
seal
ed b
idco
nfer
ence
,major topICS
- f,
b. p
oint
,-
late
bid
sca
ncel
latio
n of
proc
urem
ent f
iles,
- si
te v
isits
,in
clud
e-m
axIm
umw
ithdr
awal
sIF
Bdi
spos
ition
of
- re
spon
ses
to-
IFB
pre
p,de
liver
y pe
riod,
- op
enin
g bi
ds,
- m
odif
icat
ion/
scra
p an
d ot
her
ques
tions
,IF
B-
wor
k in
- bi
d m
ista
kes
withdrawal of
disp
osab
le it
ems
- am
endm
ents
tore
view
/app
rova
l, -
harm
ony,
- bi
d ev
alua
tion
, -
bids
,an
d tw
o-st
epco
ntra
ctad
vert
isin
g-
equa
llo
w ti
e bi
ds-
late
bid
s,se
aled
bid
ding
docu
men
ts-
mod
ifica
tion
orop
port
unity
,-
awar
dm
odif
icat
ions
late
bid
swithdrawal of bids
- D
BE
-- a
dver
tisin
gan
d w
ithdr
awal
s,-
open
ing
bids
,-
pre-
bid
- co
llusi
on,
- re
ceip
t and
- bi
d er
rors
conf
eren
ce,
- si
ngle
bid
safeguarding of
- bi
d w
ithdr
awal
s,-
amen
dmen
t of
- bu
yer
bids
,-
reje
ctio
n of
low
IFB
resp
onsi
bilit
y,-
bid
open
ing,
bid,
- ca
ncel
latio
n of
- pu
rcha
sing
- ca
ncel
latio
n of
- tie
bid
s
, -
IFB
limits
IFB
responsiveness of
- pr
e-qu
alif
icat
ion
- bi
d op
enin
g,-
reje
ctio
n of
bid
s,bi
dsof
fir
ms
for
capi
tal
bidd
ers
list
- m
ista
kes
in b
ids
- re
spon
sibl
epr
ojec
ts,
- ad
vert
isem
ents
,-
bid
eval
uatio
n,bi
dder
- bi
d op
enin
g,-
corr
ecte
d bi
ds-
econ
omIC
prI
ce-
bid
reje
ctio
ns-
bid
eval
uatio
n
, -
-opt
ions
,ad
just
men
t-
reco
m, f
orfi
ling,
- liq
uida
ted
- re
solv
ing
tie b
ids
awar
d,da
mag
es-
awar
dno
tific
atio
n-
notic
e to
pro
ceed
Sim
ilar
to IF
BBasic process for
Mix
ture
of
FAR
Mix
ture
of
FAR
FAR
bas
ed w
ithB
rief d
iscu
ssio
n15
cha
pter
s on
chap
ter,
incl
udes
acqu
irin
g m
ater
ial
base
d w
ith D
AR
Tbased with
BA
RT
spe
cific
in p
urch
asin
gso
licita
tion
and
E; i
nclu
des
thro
ugh
spec
ific
WM
A T
A s
peci
ficre
quir
emen
ts;
man
ual a
nd in
eval
uatio
n/aw
ard,
guid
elin
es fo
rne
gotia
tion,
requ
irem
ents
;re
quir
emen
ts;
desc
ribe
sconsultant service
BP:
each
ste
p in
RF
Pde
scri
bes
deta
iled
procedures /proces
cont
ract
sec
tion
ofS
ectio
ns o
n B
est
proc
ess;
def
ines
maj
or to
pics
proc
edur
es/p
roce
sdi
scus
sion
on
s fo
r m
ost s
teps
of
cons
truc
tion
Val
uere
spon
sibi
litie
sin
clud
es
for
mos
t ste
ps o
fdi
ffer
ent
RF
P; i
nclu
des
A-
man
ual;
noPr
ocur
emen
tfo
r ea
ch s
tep;
- co
mpe
titiv
eR
FP
; sep
arat
e A
-ev
alua
tion
sect
ion
that
cov
ers
disc
ussi
on o
fC
omm
erci
alne
gotia
tion
chapter; special
met
hods
for
CA
spe
cifi
cse
lect
ion
ofC
ompe
titio
nm
ajor
topi
cspr
oces
s,st
atut
ory
RF
Ps;
des
crib
esre
quir
emen
ts;
eval
uatio
n fa
ctor
sT
echn
ique
s,
Pag
e 8
~oce
sin
clud
e:-
eval
uatio
npr
ovis
ion
for
procedures /proces
best
val
ueR
ever
se A
uctio
nsJS
of
- us
e of
neg
otia
ted
com
mitt
eeac
quis
ition
of
s fo
r m
ost s
teps
of
maj
or to
pics
proc
urem
ents
Just
-in-
Tim
epr
ocur
emen
ts,
mem
ber
prof
essi
onal
RF
P; s
epar
ate
A-
incl
ude
prop
osal
Con
trac
ting
and
;CA
- ty
pes
ofce
rtif
icat
ion
services for
chap
ter;
pro
fit
- so
licita
tion
eval
uatio
n pr
oces
sO
ral
nego
tiate
d-
proc
edur
e to
acco
unta
nt,
policy different
proc
edur
eor
pre
para
tion
for
Pres
enta
tions
,pr
ocur
emen
ts,
dete
rmin
eph
ysic
ian
, and
from FT A
- ev
alua
tion
nego
tiatio
ns.
Maj
or to
pics
- R
FP
pre
para
tion
awar
d/ne
gotia
tion
prof
essi
onal
guid
elin
es;
crite
ria
and
Con
stru
ctio
nin
clud
e-
adve
rtis
ing,
engm
eer;
wei
ghtin
g,m
anua
l pre
sent
sso
licita
tion
- re
view
and
BP:
- ch
ange
s in
list o
f ac
tions
.do
cum
ent
appr
oval
major tOpICS
good
sec
tion
onD
istr
ict
Maj
or to
pics
contents, best-
- ad
vert
isem
ent,
incl
ude
eval
uatio
n fa
ctor
requ
irem
ents
,in
clud
e st
anda
rdva
lue
eval
uatio
n-
pre-
prop
osal
- au
thor
ity f
or u
se,
lang
uage
;-
RFP
form
con
trac
t,fa
ctor
s, o
ral
conf
eren
ce,
- co
nditi
ons
for
deve
lopm
ent
prep
arin
g th
epr
esen
tatio
ns in
- am
endm
ent o
fus
em
ajor
topi
cs-
adve
rtis
ing,
RFP
, com
petit
ive
lieu
of w
ritte
nR
FP-
dete
rmin
atio
ns
, -
incl
ude
- fo
rmat
nego
tiatio
nte
chni
cal
- ca
ncel
latio
n of
cont
ent o
f R
FP-
auth
ority
to-
pre-
prop
osal
proc
ess,
RF
Ppr
opos
als
RFP
- pr
opos
alne
gotia
teco
nfer
ence
proc
ess
and
solic
itatio
n-r
ecei
pt a
ndpr
epar
atio
n tim
e-
canc
ella
tion
of-
adde
nda
cont
ract
aw
ard.
com
mun
icat
ions
safeguarding of
- fo
rm o
f pr
opos
al,
RFP
- so
urce
sel
ectio
ndo
cum
enta
tion,
prop
osal
s,-
adve
rtis
ing,
- so
licita
tion
ofpl
anco
mm
unic
atio
n-
eval
uatio
n- use of bidders
prop
osal
s-
revi
ew o
fw
ith o
ffer
ors,
- fi
les
list,
pre-
solic
itatio
npr
opos
als,
com
mer
cial
-con
duct
ing
- pr
e-pr
opos
alno
tices
and
- co
mpo
sitio
n of
com
petit
ion
nego
tiatio
nsco
nfer
ence
sco
nfer
ence
sse
lect
ion
tech
niqu
es,
- se
para
te-
amen
dmen
ts to
- pr
e-pr
opos
alco
mm
ittee
prop
osal
disc
ussi
on o
f A-
RFP
s,co
nfer
ence
s,-
eval
uatio
n of
eval
uatio
n, s
peci
alco
ntra
cts
- m
odifi
catio
n or
- am
endm
ent o
fpr
opos
als,
situ
atio
ns in
the
withdrawal of
solic
itatio
ns,
- op
enm
gev
alua
tion
ofpr
opos
als,
- re
ceip
t of
- ne
gotia
tions
with
prop
osal
s, pre-
- la
te p
ropo
sals
prop
osal
s,fi
rms
inne
gotia
tion
- ev
alua
tion
ofla
te p
ropo
sals
,co
mpe
titiv
e ra
nge
plan
ning
,pr
opos
als,
mod
ific
atio
ns,
- in
terv
iew
s w
ithne
gotia
tions
- pr
opos
alan
d w
ithdr
awal
sfi
rms,
post
awar
ddi
scus
sion
sdi
sclo
sure
and
- pr
ice
and
cost
proc
edur
es, a
nd-
mis
take
s in
use
ofan
alys
is,
docu
men
tatio
n.pr
opos
als
info
rmat
ion
- ne
gotia
tion
- aw
ard
befo
re a
war
dst
rate
gy,
Page
9
- pu
blic
izin
g-
unso
licite
d-
nego
tiatio
naw
ards
,pr
opos
als,
proc
ess,
- so
urce
sel
ectio
n-
best
and
fin
al-
resp
onsi
bilit
ies,
offe
rs-
eval
uatio
n-
cont
ract
rev
iew
fact
ors
- ch
ange
s in
auth
ority
requ
irem
ents
- co
mpe
titiv
era
nge
- di
scus
sion
with
offe
rors
,-
best
and
fin
alof
fers
,-
pnce
nego
tiatio
n-
pre-
nego
tiatio
nob
ject
ives
,-
sum
mar
yne
gotia
tion
mem
oran
dum
- pr
ofit
anal
ysis
fact
ors,
-not
ific
atio
ns a
ndde
brie
fing
,5
page
s co
vers
Uni
que
defi
nitio
nId
entif
ies
Identifies state
Dis
cuss
ion
inB
ased
on
; to
polic
y, g
uide
lines
of s
ole
sour
ceex
cept
ions
tola
w e
xcep
tions
toco
nstr
uctio
nD
epar
tmen
t of
to im
plem
ent &
exce
ptio
nsbidding, federal
bidding, federal
man
ual i
nclu
des
Ene
rgy
resp
onsi
bilit
ies
requ
irem
ents
&re
quire
men
ts &
circ
umst
ance
sre
quir
emen
ts,
only
FA
R b
ased
FA
R b
ased
perm
ittin
g no
n-M
ajor
topi
cspr
oces
s fo
r no
n-pr
oces
s fo
r no
n-co
mpe
titiv
ein
clud
eco
mpe
titiv
esco
mpe
titiv
e.pr
ocur
emen
t and
nonc
ompe
titiv
epr
oces
s fo
rprocurements and
Maj
or to
pics
appr
oval
sole
-sou
rce
incl
ude:
depe
ndin
g up
ondo
cum
enta
tion
- competitive
dolla
r am
ount
.re
quir
emen
ts,
Page
10
bidd
ing
requ
irem
ents
unde
r th
eC
alifo
rnia
law
- ex
cept
ions
toco
mpe
titiv
ebi
ddin
gre
quir
emen
tsun
der
Cal
iforn
iala
w-
serv
Ices
agre
emen
ts-
form
of
agre
emen
t-c
ontr
act
prO
VIS
IOns
- no
n-co
mpe
titiv
eem
erge
ncy
proc
urem
ent
proc
edur
es,
- re
spon
sibi
litie
sfo
r th
e no
n-co
mpe
titiv
epr
ocur
emen
t of
serv
ICes
Cha
pter
incl
udes
Incl
udes
man
yIn
clud
es m
any
Identified Project
Five chapters in
Six
cha
pter
s ba
sed
cont
ract
FA
R b
ased
FA
R b
ased
Man
ager
&co
nstr
uctio
non
cur
rent
bes
tfo
rmat
ion
requ
irem
ents
;re
quir
emen
ts;
Con
trac
tm
anua
l tha
t cov
erpr
actic
es in
chan
ges,
cove
red
unde
rco
vere
d un
der
Adm
inis
trat
orch
ange
ord
ers
and
gove
rnm
ent
paym
ents
several different
several different
resp
onsi
bilit
ies;
cont
ract
proc
urem
ent;
LIe
ddi
sput
es a
ndch
apte
rs;
chap
ters
delin
eate
sm
odif
icat
ions
;cl
oseo
utB
P:including Quality
cont
ract
cha
nge,
cont
ract
dis
pute
sB
P:s
&se
ctio
n on
Ass
uran
ce &
task
ord
eran
d cl
aim
s;se
para
te c
hapt
ers
prop
erty
War
rant
ies,
and
term
inat
ion
, and
cont
ract
on O
rgan
izat
iona
lad
min
istr
atio
nPa
tent
scl
ose
out
term
inat
ions
;C
onfl
icts
of
rent
Cop
yrig
hts
proc
esse
sco
ntra
ctor
Inte
rest
perf
orm
ance
Ass
ignm
ent a
nd
Pag
e 11
mon
itori
ng; a
ndC
hang
e of
Nam
eco
ntra
ct f
iles
and
agre
emen
ts, a
ndfi
le in
tegr
ity,
on A
cqui
sitio
nC
onfl
ict
BP:
Form
alR
esol
utio
npe
rfor
man
cem
onito
ring
syst
em,
Cov
ers
6 di
ffer
ent
Only firm fIXed
Covers 12
Covers 12
Cov
ers
6 di
ffer
ent
Cov
ers
6 di
ffer
ent
Covers 10
act
contract types;
prIc
edi
ffer
ent c
ontr
act
diff
eren
t con
trac
ttypes; firm fIXed
types in
diff
eren
cepr
ovid
esty
pes;
det
aile
dty
pes;
det
aile
dpr
ice,
fIX
ed p
rice
cons
truc
tion
cont
ract
type
sgu
idel
ines
on
disc
ussi
on &
disc
ussi
on &
with
esc
alat
ion
man
ual;
fixed
whe
n to
use
proc
edur
espr
oced
ures
for
cost
sha
ring
, cos
tpr
ice/
lum
p su
map
plyi
ngplus fIXed fee
fIXed price
time
and
inde
fini
te q
uant
itymaterials /labor
(based on unit
hour
, and
lette
r of
pric
es),
job
orde
rin
tent
.co
ntra
ct, c
ost p
lus
fIXed
fee
, tim
e an
dm
ater
ials
, and
desi
gn/b
uild
.
12 p
ages
4 pa
ges
17 p
ages
11 p
ages
25 p
ages
inIn
clud
ed in
fro
ntco
nstr
uctio
nof
eac
h ch
apte
rm
anua
l
Page
12