Procurement and Contracting Forms
- Caltrans Local Assistance Procedures Manual (LAPM) – All Forms (URL), including for:
- Exhibit 9-F: Monthly DBE Payment
- Exhibit 9-J: DBE Commercially Useful Function
- Exhibit 9-K: DBE Joint Check Agreement Request
- Exhibit 9-P: Prompt Payment Certification
- Exhibit 10-G: Individual Task Order DBE Tracking Sheet
- Exhibit 10-O1: Consultant Proposal DBE Commitment
- Exhibit 10-O2: Consultant Contract DBE Commitment
- Exhibit 10-Q: Disclosure of Lobbying Activities
- Exhibit 10-T: Panel Member Conflict of Interest Confidentiality Statement
- Exhibit 10-U: Consultant in Management Position Conflict of Interest Statement
- Exhibit 15-H: DBE Information – Proposer/Contractor Good Faith Effort
- Exhibit 17-F: Final Report – Utilization of DBE
- A&E Consultant Indirect Cost Rate (ICR) Financial Document Reviews (FDR) (URL), including for:
- Certification of Indirect Costs and Financial Management System (formerly Caltrans LAPM Exhibit 10-K)
- Safe Harbor Rate – Consultant Certification of Eligibility of Contract Costs and Financial Management System
- AASHTO Internal Control Questionnaire Appendix B
- Paycheck Protection Loan Questionnaire
- Amendment Form C (XLSX) includes:
- Form C1: Project Cost Basis (Task Budget Reallocation)
- Form C2: Utilization by Firm (Vendor Budget Reallocation)
- Form C3: Rate Schedule (Labor Approval)
- Form C4: Unit Costs (Direct Costs)
- Cost Estimating Guide (PDF)
- Cost Proposal Form B (XLSX) includes:
- Form B1: Breakdown of Costs
- Form B2: Cost Summary
- Form B3: Contact Info by Firm
- Form B4: LBCE Participation
- Form B5: Contract Cost Basis
- Form B6: Budget by Firm
- Form B7: Rates by Firm
- Form B8: Unit Costs by Firm
- Debarment and Suspension Certification Forms:
- Exceptions to the Alameda CTC Sample Professional Services Contract Form (PDF)
- Indirect Cost Rate (ICR) Schedule (AASHTO):
- ICR Schedule (AASHTO) (PDF)
- ICR Schedule (AASHTO) (XLSM)
- Iran Contracting Act Form (PDF)
- Levine Act Statement Form (PDF)
- Non-Lobbying Certification Form (PDF)
- Public Contract Code Statement Form (PDF)
- Resources Form (XLSM)
- SAMPLE Certificate of Insurance (COI) (PDF)
- SAMPLE Insurance Requirement Form (PDF)
- SAMPLE Professional Services Contract (PDF)
- Task Order Template (DOC)
- Task Order Amendment Template (DOC)
- Task Order Closeout Template (DOC)
Reimbursement and Reporting Forms
- Alameda CTC Consultant Payment Request Forms (XLSM)
- Alameda CTC Consultant Progress Report Form (DOC)
- Alameda CTC Project Sponsor LBCE Program Forms (URL)
- Caltrans LAPM – All Forms (URL)
Questions
If you have questions about completing these forms, please contact the Alameda CTC project manager listed under the contract, or the Alameda CTC point of contact for the procurement. For general questions, please contact Alastair Powell at apowell@alamedactc.org.
