The LAP Professional Services Checklist (Form No. 525-010-49) identifies the federal requirements (23 CFR 172) associated with professional services procurement. The training was developed based on numerous questions regarding the federal and state requirements, how to review project documents and incorporate items correctly, and on audit findings which directly correspond to the Checklists. This course centers on review of sample RFP/RFQ and contract documents and identifying best practices and pitfalls associated with professional services procurement in the LAP program. You may find the course information on the LAP Website. Engineers will receive credit for 8 PDHs. The course is divided into two sessions.

This course is intended for full time Local Agency staff, project managers, and procurement staff who develop RFPs, scopes, and negotiate contracts are required to take this training once every two years.

This recorded webinar is brought to you by the Florida LTAP Center, in partnership with the Florida Department of Transportation’s Local Agency Program.

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PART 1 – ADVERTISEMENT AND
REQUEST FOR PROPOSAL SECTIONS

Description: Part 1 provides an overview of the federal and state procurement standards required for professional services contract solicitations, selections, negotiations, and awards. We will review advertisement and Request for Proposal (RFP) package requirements to ensure your agency’s compliance with the LAP Manual Chapter 18, 23 CFR 172 and Chapter 287 F.S.

Topics:
INTRODUCTION AND OVERVIEW
• Federal process- 23 CFR 172 & qualifications based selection procedures
• State process- “Consultant’s Competitive Negotiations Act” Chapter 287.055 F.S.
• LAP Professional Services Checklist Purpose and Use
PROFESSIONAL SERVICES PROCESS- WHAT DOES MY DISTRICT REVIEW?
• Draft Advertisement, RFP & Contract package
• Addendums
• Qualifications requirements and when to use FDOT prequalification
• Scope, schedule, and procurement process transparency
• Developing qualifications based evaluation criteria
• RFP Forms, Forms, Forms!
• Bid Opportunity and Equal Opportunity Compliance (EOC) Reporting
• District Monitoring Requirements
Q&A

PART 2 – EVALUATION, SCORING, NEGOTIATION, AND CONTRACT EXECUTION SECTIONS

Description: Part 2 continues through the procurement process covering selection committee evaluation, steps to proceed with negotiations, and final contract execution. Instructor(s) will highlight resources available to our local partners to simplify the process as much as possible. The session will close with a final question and answer period.

 

Topics:
• Evaluating qualified responses
• Shortlist, selection committee score sheets, recommendation to award
• LAP Professional Services resources- LAP Negotiations Quick Reference Guide, Calculating Fee Mock Up, LAP Negotiations Flowchart
• Independent Man-Hour Estimate
• Negotiations Process & Supporting Documentation- Consultant Audit Packages, confidential data, FDOT Prequalification Letters and indirect & direct cost rates, developing the multiplier, fixed fee
• Final contract execution and contract reporting in GAP and EOC.
• District Monitoring Requirements
Q&A

 


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RECORDING

To earn Professional Development Hours (PDHs) or a Certificate of Completion for each recorded webinar, you must view the entire webinar. After viewing, please send an email to FloridaLTAP@cutr.usf.edu with your name and the name of the webinar you viewed. The Florida LTAP Center will follow-up within 2-3 weeks.

This webinar will award 8.0 PDH.

 

Click the link below to view the recorded webinar.
You must view both Part 1 and Part 2 to receive credit for completion.

LAP Professional Services Checklist Training Part 1

LAP Professional Services Checklist Training Part 2