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1、WorkOrderPreparationChecklist–ConsultantContractsCCNAandnonCCNAIMPORTANT!AlwaysusethemostcurrentversionoftheworkorderformwhichisfoundontheProcurementServicesintranetsite.1.IdentifytheCountyContract:Contract#ContractTitleSubDisciplineProjectManagerFirm’sNameDateN
2、ote:Ifusingcontract#13-6164FixedTermEngineeringandArchitecturalServices,youmustspecifythesub-disciplinethatwillbeused.2.Determineifthecontractcanbeusedfortheservices(useCCNAcontinuingcontractquickreferencecharttodetermineifyourprojectqualifies).Iftheprojectdoesn
3、otfallwithintheparametersfortheuseofacontinuingcontractunderCCNA,aseparateRFPmustbeissued.3.Selectthetypeofworkorder(specifyontheWorkOrderform):__________Lumpsum.__________Timeandmaterialsbasedoncontracthourlyfeeschedule.__________Combinationlumpsumandtimeandmat
4、erials.__________Other(asallowedbycontract).4.Estimateddollaramountofnon-CCNAworkorder–CheckcontracttoseeBoardthresholdlimits.Typicallytheyfallwithinoneofthefollowing:__________UptothemaximumBoardapprovallevel(doesnotrequireBoardapprovalpriortoissuance).________
5、__GreaterthantheBoardapprovallevel(requireBoardapprovalpriortoissuance).ProjectManagerRequirements:Priortorequestingproposalfromconsultant:__________Listtask(s)required.__________Listdeliverablesforeachtask(s).__________Identifyscheduleforcompletionforeachtask.U
6、seInternetdatecalculator(www.timeanddate.com)todeterminecorrectdates(thisalsoappliesfortheNTP).__________Identifyanyspecialtermsandconditionsrelatedtoworkorder(cannotconflictwithoriginalcontract).__________Identifytypesofpersonnelrequiredandestimatedhourlyalloca
7、tionforeachtask.Consultantproposalrequirements:Includethefollowingitemsastheactualcostproposalpage:__________Titleofservicestobeprovided.WorkOrderPreparationChecklist(Revised:11/09/2015)3__________Listrequiredtasks.__________Providebrief(1-2paragraphs)descriptio
8、nforeachtask.__________Listdeliverablesforeachtask.__________Providescheduleforcompletionofeachtaskandrelateddeliverable(s)IMPORTANTNOTE:Ifspecificduedatesareprovided