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A guide entitled Consultant Services Manual has been prepared to assist the Transportation Department in the use of Consultant Services. The goal of this guide was to satisfy three objectives vital to the task of coordinating a project with the use of contracted services.

The first objective is to present the fundamental concepts that are necessary to coordinate a project with specific concerns applicable to the Riverside County Transportation Department.

The second objective is to orient Contract Administrators to the basic procedures the Transportation Department is using to manage projects.

The third objective is to create a single manual that will be a ready desk reference and source of information for Contract Administrators to allow a more effective performance of their assignments, rather than requiring them to research several documents and information sources. This web page provides access the the Consultant Services Manual in an electronic format. The links are provided below along with descriptions for each.


Note: The documents provided below are intended for use by professional engineering consultants or by internal County staff and are not intended for use by the general public. It is expected that the targeted users are capable of viewing, printing and downloading the files provided.

Consulting Services Documents

Full Manual

 

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7.3mb Consultant Manual (ALL)
This is the full and complete manual (all 329 pages) in Adobe Acrobat pdf file format.
06/15/99

Main Body

 

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444kb Consultant Manual (Main Body)
This is the main body of the manual ( 51 pages) and does not include any appendices. This portion of the document contains the written procedures and guidelines.
06/15/99

Appendices

 

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72kb Table of Contents
This is a listing of the contents of all the appendices. The appendices generally provide reference material and automated templates
06/15/99
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932kb Appendix A: Legislative Documents
Appendix A is a compilation of various Legislative and Policy documents that are related to or effect the use and management of consultants.
06/15/99
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1mb Appendix B: RFP/RFQ Documents
Appendix B consists of a compilation of documents collected to facilitate the consultant selection process. These documents consist of various forms, sample letters, and templates.
12/17/98
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84kb See also: Departmental Authorization Form 12/31/98
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116kb See also: TLMA Process Approval Checklist
12/31/98
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172kb See also: Federal Form 254 (RFQ format) 09/18/97
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324kb See also: Federal Form 255 (RFP format) 09/18/97
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100kb See also: RFQ/RFP Questionnaire Form (combined format)
12/22/98
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64kb See also: RFP Boilerplate Document 12/18/98
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280kb See also: Fee Preparation Template 01/03/99
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252kb See also: MWDVBE Survey Form
12/31/99
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28kb See also: Consultant Evaluation Template 01/03/99
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16kb See also: Consultant Evaluation Summary Template 01/04/99
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936kb Appendix C: Contract Preparation Documents
Appendix C contains boilerplate documents necessary to prepare a contract or purchase order for the use of professional consulting services. The enclosed contract boilerplate is intended to be used with the scoping templates provided in Appendix J and the Fee and Man-hour Proposal template provided in Appendix B.
12/17/98
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160kb See also: Agreement Boilerplate (Terms & Conditions) 01/03/99
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104kb See also: Scope Boilerplate 01/03/99
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56kb See also: Schedule Boilerplate 01/03/99
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40kb See also: Budget Boilerplate 01/25/99
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280kb See also: Fee Preparation Template
For use in the development of cost proposals.
01/03/99
0kb See also: contract_mac.sit
Complete contract boilerplate for the Macintosh computer in compressed format. The Mac version takes advantage of publish and subscribe features to link the spreadsheet and word processor documents. You will need to decompress the MS Word and MS Excel files contained in this compressed archive with the free stuffit expander utility before you will be able to use them.
 
See also: Scope of Services Archives
An archive of scopes for various types of projects.
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152 See also: Form 11 Attachments
Required form for contract submittal to the Board of Supervisors.
12/31/98
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660kb Appendix D: Invoices/Progress Payment Documents
The information provided in Appendix D (this appendix) and Appendix E (progress reporting) provide the basis for the invoicing procedures to be used with consultants. Sample documents for both invoicing and progress reporting are provided to facilitate consultants in the preparation of submittals in the required format.
06/15/99
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104kb See also: Invoice Preparation Template 01/04/99
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652kb Appendix E: Sample Progress Report Format
Appendix E contains sample progress reports and templates. Progress Reports are typically required with each invoice submittal.
12/17/98
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116kb See also: Progress Report Template 01/03/99
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216kb Appendix F: WBS & UFS
Appendix F contains a general Work Breakdown Structure (WBS) for project development tasks used on Riverside County transportation projects and also contains a copy of the Caltrans Uniform Filing System (UFS) guidelines.
12/17/98
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456kb Appendix G: Cost Estimating Tools & Guidelines
Appendix G provides guides for developing project cost estimates. Guidelines for planning estimates and preliminary estimates are contained in this appendix. Guidelines for preparation of engineering estimates are provided in a separate manual entitled Engineer's Estimate Guidelines. This document can be found by clicking the link below.
06/15/99
See also: Engineer's Estimate Guidelines
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68kb See also: Preliminary Estimate Template 01/04/99
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80kb Appendix H: Scheduling Tools
Appendix H contains guides for preparing project schedules. This section is still a little thin at this time. It is expected that additional information will be added to this section at a future date.
12/17/98
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1.3mb Appendix I: Forms
Appendix I contains a compilation of all forms, boilerplates and templates used in the consultant services manual. Sort of a one stop shop for consulting services forms and templates.
12/17/98
See also: Forms, Boilerplates & Templates
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524kb Appendix J: Scope of Services
Appendix J is an archive of Scopes of Services previously used on Transportation Department projects. These scopes are intended to be modified for each specific project and used with the Contract Boilerplate provided in Appendix C
12/17/98
See also: Scope of Services Archives
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56kb Appendix K: Electronic Data
Appendix K provides a brief description on the usage of electronic media within the Consultant Services Manual.
06/15/99