Program/Project Management

Position: Program/Project Management

Duration: 3 Years

Location: Sacramento, California (Onsite from Day 1)

Requirements:

• Minimum five (5) years of responsible experience performing the duties as a contract manager for similar Program/Project Management Services contracts,
• minimum ten (10) years of documented demonstrated experience acceptable to Caltrans in the area of the A&E Services and be an employee of the Prime Consultant firm.
• The minimum five (5) years of Consultant Contract Manager experience shall be in serial with the total time not accounting for double counting for any overlapping contract management experience. This specific contract management experience shall be detailed in the resume (Section E). For each relevant project listed in the resumes, provide a brief project description however provide significant details of previous role that best demonstrates the person's capability and experience relevant to his/her proposed role in this contract and consistent with the RFQ.
• Specifically for the five years of responsible experience performing the duties as a Consultant Contract Manager, the other Project Manager, Design Manager, Lead Designer, and other lead roll position experiences will not qualify for the Consultant
• Additional Program/Project Management Services include, but not be limited to:
• Assisting in the programming of projects.
• Coordinating with Regional Transportation Planning Agencies, Local Agencies, and other local project sponsors.
• Updating and analyzing project workplans (historic trends on planning vs. expenditures, analysis and interview functions on the expenditure practices, current workplan resource analysis, consistent project management practices, and opportunity for efficiencies).
• Assisting the Federal Highway Administration (FHWA) and other review agencies to review documents submitted by Caltrans and other transportation agencies in California on projects assigned to the Consultant.

Purpose of Work.

• The Consultant shall perform consultation, research, professional and technical services required for Program/Project Management (PPM) Services on an "as-needed" basis to support the Department of Transportation (Caltrans), Division of Program/Project Management District 8, from the Project Approval and Environmental Document (PA&ED) phase to completion of the Construction phase, in the maintenance, development and construction of proposed Caltrans transportation facilities. The
• Caltrans Contract Manager shall assign specific work to the Consultant to assist the Caltrans work force through the issuance of Task Orders describing in detail the services to be performed. The Consultant shall only perform work that is assigned in an authorized Task Order. The Contract does not guarantee that a Task Order shall be issued. The Consultant may provide services to Caltrans including, but not limited to, integration management; scope management; time management; cost management; quality management; resource management; communication management; risk management; project scheduling; project coordination; PM developments and project resource estimating services.

The Consultant shall not work on any project that is in the Planning Phase (K-Phase) listed under the Work Breakdown Structure (WBS) 150 series.

The Consultant shall provide support when Caltrans lacks the expertise or available resources.

The Consultant for the Contract shall perform the services above after the contract authority for Contract 08A3516 is exhausted (expected no later than July 1, 2024). The Consultant shall plan accordingly to meet the timing of and the volume of work load needs.

Required Services.

Pursuant to an authorized Task Order, the Consultant shall provide

Program/Project Management Services within the geographical jurisdiction of the Contract set forth in "Location of Work" Section, and all necessary personnel, material, transportation, lodging, instrumentation, and the specialized facilities and equipment necessary to satisfy all appropriate agencies and required to ensure compliance with all applicable Federal, State, and Local statutes, laws, codes, regulations, policies, procedures, ordinances, standards, specifications, performance standards, and guidelines, applicable to the Consultant's services and work product. The Consultant shall assist Caltrans, Division of PPM, District 8, to provide Program/Project Management Services for projects in the PA&ED phase, PS&E phase, and the Construction phase.

Provided in Attachment 1A is a list of proposed Caltrans projects; Division of PPM, District 8. However, this list is not exclusive and it does not constitute a commitment that the projects will be initiated or completed or work assigned to the Consultant. Caltrans reserves the right to add or delete from this list of projects that are within the geographical jurisdiction of the Contract set forth in

"Location of Work" Section within the Division of PPM, District 8's jurisdiction.

Caltrans intends to utilize the Contract to complete a specific piece of work as long as it is located within the geographical jurisdiction of the Contract set forth in the "Location of Work" for each of the projects listed in the Contract utilizing the services described in this Scope of Work and as described in a Task Order. In the future, Caltrans may find it necessary to create a separate contract (or contracts) that involves a specific project listed in the Contract and includes part of the work contained in the Contract. Caltrans reserves the right to procure Architectural and Engineering (A&E) services involving the listed projects or unlisted projects (within the geographical jurisdiction of the Contract set forth in "Location of Work" Section) involving in whole or in part the same work using a project-specific agreement if the schedule to complete performance of the specific project extends beyond the term of the Contract or the cost to complete the specific project exceeds the dollar balance remaining in the Contract after accounting for amounts due to the Consultant for work previously performed and for work that is scheduled to be performed in executed task orders.

Should a project-specific agreement be procured under these provisions, the parties mutually agree that, in accordance with Exhibit D, Section III,

Termination of the Contract, Caltrans shall terminate for convenience the portion of the Contract that includes the common scope of work identified in the project specific agreement per Exhibit D, Section III, Termination of the Contract. Such partial termination for convenience shall be processed by amendment to the Contract. Unless otherwise required by law, regulation, or Caltrans policy or procedure, the Consultant may compete for these project-specific Contracts.

In the Contract is a list of proposed personnel classifications for which services are anticipated to be needed by Caltrans during the term of the Contract; however, this is not an exclusive list of the personnel classifications of Program/Project Management Services that may be requested. Caltrans reserves the right to add/or delete personnel classifications from this list. Consultant personnel will work under the general direction of a Caltrans Senior.

Consultant agrees that:

• The Consultant Contract Manager or designee shall manage, instruct and supervise all Consultant employees and subcontractors, and shall not allow any other party to manage, instruct and supervise such parties.
• Consultant shall employ and discharge its own employees and subcontractors.
• Unless approved in writing by the Caltrans Contract Manager, Consultant shall not hire employees or subcontractors to exclusively and only work on Caltrans matters. Consultant may hire employees and subcontractors for a specific Caltrans matter provided such party has the skills and knowledge to work on other matters and they are assigned to other matters from time to time.
• The work performed by Consultant, its employees and its subcontractors shall be a regular part of Consultant's regular and established business.
• Consultant shall make all of its own business (including personnel) decisions and bear the risk for its decisions.
• Consultant shall provide its own tools, equipment and supplies, and Consultant shall not rely on Caltrans to provide such tools, equipment and supplies. Notwithstanding the foregoing, Caltrans may, during the term of the Agreement, allow Consultant to access selected items of equipment; provide non-employee user-ids and related access to Caltrans computer systems to Consultant employees and subcontractors; and provide nonemployee access cards and other such forms of identification to Consultant employees and subcontractors.
• Consultant shall provide its own training to its employees and subcontractors, and Consultant shall not rely upon Caltrans to provide such training.

At the sole discretion of Caltrans, Consultant may be required to provide the required services on safety projects, emergency projects, Emergency Storm Damage Projects, excess parcel assessments, or other current/future transportation projects, including minor projects not listed above, except for those specially excluded above, within the geographical jurisdiction of the Contract set forth in "Location of Work" Section. However, the dollar value of the services not listed in the Contract shall not exceed 10% of the total value of services that are listed and performed in the Contract.

The potential projects may vary in scope and size, and may encompass any type of improvement for the State transportation system including, but not limited to, roadway rehabilitation, widening and/or realignment of existing facilities, relocation of existing facilities, and construction of new facilities. The project location, project limits, purpose, expected results, project deliverables, period of performance, project schedule, and scope of work to be performed shall be described in each Task Order.

Consultant shall be available, on two (2) days' written notice:

• To meet with Caltrans; to participate in internal Project Development Team (PDT) meetings or other Caltrans meetings.
• To attend public meetings (day and evening) where an expert is required.
• To participate in any public hearings necessary for a Project.
• To provide technical expertise on an "as-needed" basis.

Program/Project Management Services include, but not be limited to:

• Assisting in the programming of projects.
• Coordinating with Regional Transportation Planning Agencies, Local Agencies, and other local project sponsors.
• Updating and analyzing project workplans (historic trends on planning vs. expenditures, analysis and interview functions on the expenditure practices, current workplan resource analysis, consistent project management practices, and opportunity for efficiencies).
• Assisting the Federal Highway Administration (FHWA) and other review agencies to review documents submitted by Caltrans and other transportation agencies in California on projects assigned to the Consultant.