the procurement process presented by caltrans rural and small transit operators procurement and...
TRANSCRIPT
THE PROCUREMENT PROCESS
Presented by
CaltransRural and Small Transit Operators
Procurement and MonitoringBranch
WHY DO WE HAVE TO DO THIS?
In order to receive federal funding, grantees must adhere to the requirements set forth in FTA Circular 4220.1E for the solicitation, award and administration of its third party contracts.
•State of California StandardAgreement
WHY DO WE HAVE TO DO THIS?
•Section 5311 Handbook and Guide - April 2002
PROCUREMENT PROCESS
•Planning
•Requisition
•Documentation
BASIC REQUIREMENT
Full and Open Competition
Methods of Procurement
Micro Purchase – Under $2,500 Small Purchase - More than
$2,500 but under $100,000
Invitation for Bid
Methods of Procurement
Request for ProposalPiggyback
Project Category
CapitalVehicles; Intermodal Facilities; Bus
Shelter,Bench, and Signage; Radio
Communication;Planning Study
OperatingSystem Operation, Management,
and/orMaintenance
State Vehicle Bus Contract
Lowest possible price Time savings Meets all State and Federal
contracting requirements Seven types of ADA compliant
vehicles available ranging from 5-32 passenger capacity
461 vehicles purchased in 2004
State Vehicle Bus Contract
What do we need from you?Local Procurement
• Procurement Schedule• Bid Document•Price Analysis and Proposed Bid Award
•Pre-Award and Post-Delivery Audit (Rolling Stock Only)
•Request for Reimbursement
What do we need from you?State Procurement
• Procurement Schedule• Purchase Order•Vehicle Acceptance and Request for Reimbursement
What do we need from you?Piggyback
• Procurement Schedule•Request for Piggyback•Letter from Primary Agency Allowing a Piggyback and Copy of
the Contract.
•Purchase Order•Vehicle Acceptance and Request for Reimbursement
Required Contract Clauses
1. Fly America
2. Buy America
3. Charter Bus & School Bus
4. Cargo Preference
5. Seismic Safety
6. Energy Conservation
7. Clean Water
8. Bus Testing
9. Pre-Award and Post Delivery Audit
10. Lobbying
Required Contract Clauses
11. Access to Records & Reports
12. Federal Changes
13. Bonding
14. Clean Air
15. Recycled Products
16. Davis-Bacon & Copeland Anti-Kickback Acts
17. Contract Work Hours & Safety Standards Act
19. No Government Obligation to Third Parties
20. Program Fraud and False or Fraudulent Statements and Related Acts
Required Contract Clauses
21. Termination
22. Government-Wide Debarment & Suspension
23. Privacy Act
24. Civil Rights
25. Breaches & Dispute Resolution
26. Patent and Rights in Data
27. Transit Employee Protective Agreements
28. Disadvantaged Business Enterprise (DBE)
30. Incorporation of FTA Terms
31. Drug & Alcohol Testing
INTERNET REFERENCES
FTA Circular 4220.1E -http://www.fta.dot.gov/documents/C4220_1E_Annotated.doc
FTA Best Practice Procurement Manual -http://www.fta.dot.gov/9386_ENG_HTML.htm
FTA Procurement News - http://www.fta.dot.gov/news/15774_ENG_HTML.htm
FTA Third Party Procurement Helpline -http://www.fta.dot.gov/ftahelpline/index.htm
Division of Mass Transportation–Transit Procurement http://www.dot.ca.gov/hq/MassTrans/ostprocurement.htm
Section 5311 Handbook and Guide -
http://www.dot.ca.gov/hq/MassTrans/doc_pdf/5311/5311_Handbook.pdf
RESOURCES
Dan Mundy – Branch ChiefEmail: [email protected]: (916) 657-4587
Helen LouieEmail: [email protected]: (916) 657-3946
Caltrans Division of Mass Transportation
Rural and Small Transit OperatorsProcurement and Monitoring
BranchP.O. Box 942874, M.S. 39
Sacramento, CA 94272-0001