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DEPARTMENT OF ADMINISTRATIVE SERVICES

 


























DIVISION 248
CONSULTANT SELECTION: ARCHITECTURAL, ENGINEERING, LAND

SURVEYING SERVICES AND RELATED SERVICES CONTRACTS

























125-248-0100
Application
(1) In addition to the general requirements
set forth in division 246 of these Rules, the Rules in this division 248 apply to:
(a) The screening and selection
of Architects, Engineers, Photogrammetrists, Transportation Planners, Land Surveyors,
and Providers of Related Services under Contracts, and set forth the procedures
through which Authorized Agencies select Consultants to perform Architectural, Engineering,
Photogrammetric Mapping, Transportation Planning and Land Surveying Services or
Related Services; and
(b) Two-tiered procedures
for selection of Architects, Engineers, Photogrammetrists, Transportation Planners,
Land Surveyors and Providers of Related Services for certain Public Improvements
owned and maintained by a Local Government.
(2) In the event of conflict
or ambiguity, the more specific requirements of the Rules in this Division 248 take
precedence over the more general requirements of the Rules in division 246.
(3) The Rules as a whole
implement the Oregon Public Contracting Code, as defined in ORS 279A.010, and this
Division 248 of the Rules specifically addresses matters covered in ORS Chapter
279C.110 through 279C.125.
(4) Delegation of authority
for these contracts must be according to OAR 125-246-0170.
(5) The dollar Threshold
amounts that are applicable to the Direct Appointment Procedure, OAR 125-248-0200,
the Informal Selection Procedure, 125-248-0210, and the Formal Selection Procedure,
125-248-220, are independent from and have no effect on the dollar Threshold amounts
that trigger the legal sufficiency review requirement for Agencies under ORS 291.047.
(6) For purposes of these
division 248 Rules, the Department adopts the following Model Public Contract Rules:
137-048-0110, 137-048-0120, 137-048-0130, 137-048-0200, 137-048-0210, 137-048-0220,
137-048-0230, 137-048-0240, 137-048-0250, 137-048-0260, 137-048-0270, 137-048-0300,
137-048-0310, 137-048-0320.
Stat. Auth.: ORS 279A.065(5)(a) &
279A.070
Stats. Implemented: ORS 279A.065
& 279C.110
Hist.: DAS 4-2004, f. 11-23-04,
cert. ef. 3-1-05; DAS 5-2006, f. & cert. ef. 5-31-06; DAS 6-2008, f. & cert.
ef. 7-2-08; DAS 3-2011, f. 12-22-11, cert. ef. 1-1-12; DAS 3-2012, f. 11-29-12,
cert. ef. 12-1-12; DAS 3-2014, f. 12-29-14, cert. ef. 1-1-15
125-248-0110
Definitions
See OAR 137-048-0110.
Stat. Auth.: ORS 279A.065(5)(a)
& 279A.070

Stats. Implemented: ORS 279A.065

Hist.: DAS 4-2004, f. 11-23-04,
cert. ef. 3-1-05; DAS 5-2006, f. & cert. ef. 5-31-06; DAS 3-2011, f. 12-22-11,
cert. ef. 1-1-12
125-248-0120
List of Interested Consultants;
Performance Record
See OAR 137-048-0120.
Stat. Auth.: ORS 279A.065(5)(a)
& 279A.070

Stats. Implemented: ORS 279C.110

Hist.: DAS 4-2004, f. 11-23-04,
cert. ef. 3-1-05; DAS 5-2006, f. & cert. ef. 5-31-06; DAS 3-2011, f. 12-22-11,
cert. ef. 1-1-12
125-248-0130
Applicable Selection Procedures; Pricing Information; Disclosure of Proposals; Conflicts of Interest
(1) See OAR 137-048-0130.
(2) OAR 137-048-0130(2)(b)
and (c) are clarified as follows:
(a) Authorized Agencies must
follow ORS 279C.120 and may not select a Consultant pursuant to 279B and related
OAR 137-047.
(b) When selecting a Consultant,
Authorized Agencies must follow the applicable selection procedure under OAR 137-048-0200
(Direct Appointment Procedure), 137-048-0210 (Informal Selection Procedure) or 137-048-0220
(Formal Selection Procedure).
(c) Authorized Agencies may
incorporate into the selection procedure described in subsection (2)(b) one or more
specific procedures found in competitive sealed bidding and competitive sealed proposals
as described in ORS 279B.055, 279B.060, OAR 125-247-0255, and 125-247-0260. Non-procedural
requirements of ORS 279B and OAR 125-247, like highest standards and good cause,
do not apply to the selection procedure.
Stat. Auth.: ORS 279A.065(5)(a) &
279A.070
Stats. Implemented: ORS 279A.065,
279C.100 - 279C.125 & 279C.307
Hist.: DAS 4-2004, f. 11-23-04,
cert. ef. 3-1-05; DAS 5-2006, f. & cert. ef. 5-31-06; DAS 6-2008, f. & cert.
ef. 7-2-08; DAS 11-2009, f. 12-30-09, cert. ef. 1-1-10; DAS 3-2011, f. 12-22-11,
cert. ef. 1-1-12; DAS 4-2013, f. 12-17-13, cert. ef. 1-1-14

Selection Procedures

125-248-0200
Direct Appointment Procedure
See OAR 137-048-0200.
Stat. Auth.: ORS 279A.065(5)(a)
& 279A.070

Stats. Implemented: ORS 279C110
& 279C.115

Hist.: DAS 4-2004, f. 11-23-04,
cert. ef. 3-1-05; DAS 5-2006, f. & cert. ef. 5-31-06; DAS 6-2008, f. & cert.
ef. 7-2-08; DAS 11-2009, f. 12-30-09, cert. ef. 1-1-10; DAS 3-2011, f. 12-22-11,
cert. ef. 1-1-12
125-248-0210
Informal Selection Procedure
See OAR 137-048-0210.
Stat. Auth.: ORS 279A.065(5)(a)
& 279A.070

Stats. Implemented: ORS 279C.110

Hist.: DAS 4-2004, f. 11-23-04,
cert. ef. 3-1-05; DAS 5-2006, f. & cert. ef. 5-31-06; DAS 6-2008, f. & cert.
ef. 7-2-08; DAS 11-2009, f. 12-30-09, cert. ef. 1-1-10; DAS 3-2011, f. 12-22-11,
cert. ef. 1-1-12
125-248-0220
Formal Selection Procedure
See OAR 137-048-0220.
Stat. Auth.: ORS 279A.065(5)(a)
& 279A.070

Stats. Implemented: ORS 279C.110

Hist.: DAS 4-2004, f. 11-23-04,
cert. ef. 3-1-05; DAS 5-2006, f. & cert. ef. 5-31-06; DAS 6-2008, f. & cert.
ef. 7-2-08; DAS 11-2009, f. 12-30-09, cert. ef. 1-1-10; DAS 3-2011, f. 12-22-11,
cert. ef. 1-1-12
125-248-0230
Ties Among Proposers
See OAR 137-048-0230.
Stat. Auth.: ORS 279A.065(5)(a)
& 279A.070

Stats. Implemented: ORS 279C.110

Hist.: DAS 4-2004, f. 11-23-04,
cert. ef. 3-1-05; DAS 5-2006, f. & cert. ef. 5-31-06; DAS 11-2009, f. 12-30-09,
cert. ef. 1-1-10; DAS 3-2011, f. 12-22-11, cert. ef. 1-1-12
125-248-0240
Protest Procedures
See OAR 137-048-0240.
Stat. Auth.: ORS 279A.065(5)(a)
& 279A.070

Stats. Implemented: ORS 279A.065
& 279C.110

Hist.: DAS 4-2004, f. 11-23-04,
cert. ef. 3-1-05; DAS 5-2006, f. & cert. ef. 5-31-06; DAS 6-2008, f. & cert.
ef. 7-2-08; DAS 11-2009, f. 12-30-09, cert. ef. 1-1-10; DAS 3-2011, f. 12-22-11,
cert. ef. 1-1-12
125-248-0250
Solicitation Cancellation, Delay or Suspension; Rejection of All Proposals or Responses; Consultant Responsibility for Costs
See OAR 137-048-0250.
Stat. Auth.: ORS 279A.065(5)(a)
& 279A.070

Stats. Implemented: ORS 279A.065

Hist.: DAS 4-2004, f. 11-23-04,
cert. ef. 3-1-05; DAS 5-2006, f. & cert. ef. 5-31-06; DAS 6-2008, f. & cert.
ef. 7-2-08; DAS 3-2011, f. 12-22-11, cert. ef. 1-1-12
125-248-0260
Two-Tiered Selection
Procedure for Local Contracting Agency Public Improvement Projects
See OAR 137-048-0260.
Stat. Auth.: ORS 279A.065(5)(a) & 279A.070

Stats. Implemented: ORS 279C.110,
279C.125

Hist.: DAS 4-2004, f. 11-23-04,
cert. ef. 3-1-05; DAS 5-2006, f. & cert. ef. 5-31-06; DAS 11-2009, f. 12-30-09,
cert. ef. 1-1-10; DAS 3-2011, f. 12-22-11, cert. ef. 1-1-12
125-248-0270
Price Agreements
See OAR 137-048-0270.
Stat. Auth.: ORS 279A.065(5)(a) &
279A.070
Stats. Implemented: ORS 279A.065
Hist.: DAS 3-2014, f. 12-29-14,
cert. ef. 1-1-15

Post-Selection Considerations

125-248-0300
Contract Form; Prohibited Payment Methodology; Purchase Restrictions
(1) See OAR 137-048-0300.
(2) Contract
Forms. The Department must develop and maintain a standard Contract form and an
Amendment form, which must be used by the Authorized Agencies in completing all
Architectural, Engineering, Photogrammetric Mapping, Transportation Planning and
Land Surveying Services and Related Services Contracts. These forms can be obtained
from the Department. Authorized Agencies must review the approved Contract form
and Amendment form at least every two years. If upon review the Authorized Agency
revises either form, the Authorized Agency must obtain approval from its Designated
Procurement Officer and the approval of the Attorney General for legal sufficiency
according to ORS 291.047.
Stat. Auth.: ORS
279A.065(5)(a) & 279A.070

Stats. Implemented:
ORS 279A.065

Hist.: DAS
4-2004, f. 11-23-04, cert. ef. 3-1-05; DAS 5-2006, f. & cert. ef. 5-31-06; DAS
6-2008, f. & cert. ef. 7-2-08; DAS 11-2009, f. 12-30-09, cert. ef. 1-1-10; DAS
3-2011, f. 12-22-11, cert. ef. 1-1-12; DAS 3-2012, f. 11-29-12, cert. ef. 12-1-12
125-248-0310
Expired or Terminated Contracts;
Reinstatement
See OAR 137-048-0310.
Stat. Auth.: ORS 279A.050, 279A.065(5)(a)
& 279A.070

Stats. Implemented: ORS 279A.065,
279A.070, 279C.110 & 279A.140

Hist.: DAS 4-2004, f. 11-23-04,
cert. ef. 3-1-05; DAS 5-2006, f. & cert. ef. 5-31-06; DAS 11-2009, f. 12-30-09,
cert. ef. 1-1-10; DAS 3-2011, f. 12-22-11, cert. ef. 1-1-12
125-248-0330
Special Contract Processes
(1) Consultants for Agreements-To-Agree must be selected, and the Authorized Agency must obtain Architectural, Engineering and Land Surveying and Related Services by selecting a Consultant or Consultants in the following manner:
(a) The Authorized Agency selects one or more Consultants under the applicable provisions of OAR 125-248-0200, 125-248-0210, or 125-248-0220.
(b) The Authorized Agency develops a document that includes the general provisions required under OAR 125-248-300 and a specific Statement of Work for each anticipated Contract under the Agreement-To-Agree document.
(c) When the Authorized Agency selects more than one Consultant under the Agreement-To-Agree Solicitation process, the Authorized Agency must identify a standard in the Solicitation Document and the Agreement-to-Agree to be used in assigning particular Architectural, Engineering and Land Surveying and or Related Services under the Agreements-To-Agree.
(2) Design-Build Contracts involve the provision of both design and construction services for Public Improvements under one Contract. Under most circumstances, Design-Build Contracts are Mixed Contracts with the predominate purpose of the Contract involving construction of the Public Improvement. If the predominate purpose of the Contract is to obtain Architectural, Engineering and Land Surveying and Related Services, selection may proceed under these division 248 rules, so long as the requirements of OAR 125-248-0300 are not violated. Otherwise, the selection process will require an exemption from competitive bidding under ORS 279C, unless the Design-Build Contract is to be awarded to the Responsible Bidder submitting the lowest Responsive Bid.
Stat. Auth.: ORS 279A.050, 279A.065(5)(a) & 279A.070

Stats. Implemented: ORS 279C.110 & 279C.115

Hist.: DAS 4-2004, f. 11-23-04, cert. ef. 3-1-05; DAS 5-2006, f. & cert. ef. 5-31-06; DAS 11-2009, f. 12-30-09, cert. ef. 1-1-10
125-248-0340
Contract Amendments
See OAR 137-048-0320.
Stat. Auth.: ORS 279A.065(5)(a)
& 279A.070

Stats. Implemented: ORS 279A.065

Hist.: DAS 4-2004, f. 11-23-04,
cert. ef. 3-1-05; DAS 5-2006, f. & cert. ef. 5-31-06; DAS 6-2008, f. & cert.
ef. 7-2-08; DAS 11-2009, f. 12-30-09, cert. ef. 1-1-10; DAS 3-2011, f. 12-22-11,
cert. ef. 1-1-12

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