Omni Austin Hotel Southpark ✯ 4140 Governor’s Row ✯ Austin, Texas 78744

2017 TxDOT Professional Engineering Procurement Services ConferenceNovember 3, 2017

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MORNING SCHEDULE

7:30 a.m. – 8:30 a.m. REGISTRATION, MEET AND GREET, AND BREAKFAST (Omni Ballroom Foyer)

8:30 a.m. – 9:00 a.m. WELCOME (Omni Ballroom)

Lauren Garduño, P.E., TxDOT Director of Project Planning and Development

9:00 a.m. – 9:30 a.m. OVERVIEW OF PEPS/PROCUREMENT (Omni Ballroom)

Martin Rodin, PEPS Division Director

9:30 a.m. – 9:45 a.m. BREAK

9:45 a.m. – 11:15 a.m. PANEL DISCUSSION ON CONSTRUCTION ENGINEERING INSPECTION (Omni Ballroom)

Moderator: Martin Rodin

Panelists:

Brian Huntsinger, Volkert, Inc.

Howard Holland, Raba Kistner

Matt Evans, TxDOT San Angelo Director of Construction

Darwin Myers, TxDOT Navarro/Ellis Area Engineer

11:15 a.m. – 11:30 a.m. BREAK

11:30 a.m. – 1:00 p.m. LUNCH WITH GUEST SPEAKER — LEGISLATIVE IMPACTS (Omni Ballroom)

Randy Hopmann, Director of District Operations

1:00 p.m. – 1:30 p.m. BREAKAustin Southpark

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AFTERNOON SCHEDULE: TRACK A

TRACK A Moderator:

Jaime Vela, PEPS Central Service Center ManagerOmni C

1:30 p.m. – 2:30 p.m. NO SESSION

2:45 p.m. – 3:45 p.m. SELECTION PROCESSES AND RFQ QUESTION DEVELOPMENT

Raul Ortega, PEPS Service Center for Divisions

Jessica Andrews, PEPS Fort Worth

This session will review each of the qualifications-based processes used in procuring PEPS contracts, including Accelerated, Streamlined, Comprehensive, and Federal. There will also be a discussion of best practices used in developing Request for Qualifications questions.

4:00 p.m. – 5:00 p.m. INVOICING

Tamika Griffin, PEPS Service Center for Divisions

This session will walk through the invoice processes and procedures for various contract types.

AFTERNOON SCHEDULE: TRACK B

TRACK B Moderator:

Kori Rodriguez, PEPS Service Center for Divisions ManagerOmni D

1:30 p.m. – 2:30 p.m. SCREENING

Joe McCarthy, PEPS Fort Worth

This session will cover the process PEPS uses to determine whether the Statements of Qualifications packages submitted by consultants have met the requirements posted in the Requests for Qualifications.

2:45 p.m. – 3:45 p.m. HUB/DBE

Carlos Balderas, HUB Program Director

Dave Tovar, Contract Compliance Section Director

This Historically Underutilized Business (HUB) and Disadvantaged Business Enterprise (DBE) session will cover the requirements and processes for promoting business opportunities with firms owned by minority, women, or disadvantaged individuals.

4:00 p.m. – 5:00 p.m. ADMINISTRATION QUALIFICATIONS AND PRECERTIFICATION

Bruce Reed, PEPS Business Operations Center

Angie Yokie, PEPS Business Operations Center

This session will step through the requirements of the Administrative Qualifications and Precertification processes. Administrative Qualification is the process to verify that a firm has an indirect cost rate that meets department requirements. Precertification establishes the minimum technical qualifications to perform work under a standard work category.

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AFTERNOON SCHEDULE: TRACK C

TRACK C Moderator:

Efrain Esparza, PEPS El Paso Service Center ManagerOaks

1:30 p.m. – 2:30 p.m. DEBRIEFS

Gail Morea, PEPS Houston Service Center Manager

Norma Glasscock, PEPS Fort Worth Service Center Manager

This session will cover the PEPS process for providing individual and group debriefs, including the types of information provided to consultants to assist them in planning for future procurements.

2:45 p.m. – 3:45 p.m. WA ASSIGNMENTS

Lynn Daniel, PEPS Central

Chris Henry, PEPS Central

This session will outline the processes utilized by the Central Service Center to issue work authorization assignments for indefinite deliverable contracts.

4:00 p.m. – 5:00 p.m. PROCUREMENT PLANNING

Martha Juch, PEPS Center of Excellence

Eddie Valtier, El Paso TP&D Director

This session will walk through the collaborative process used between PEPS and the Districts and Divisions to identify contract needs and to develop an annual procurement plan.

AFTERNOON SCHEDULE: TRACK D

TRACK D Moderator:

Joe Jancuska, PEPS Dallas Service Center ManagerOmni E/F

1:30 p.m. – 2:30 p.m. LEVEL OF EFFORT AND NEGOTIATIONS

Phil Howlett, PEPS San Antonio

Richard De La Cruz, TxDOT San Antonio

This session will cover the best practices and procedures for negotiating the level of effort, scope, schedule, and budget.

2:45 p.m. – 3:45 p.m. NEGOTIATIONS (RULES OF ENGAGEMENT)

Dan Neal, PEPS Center of Excellence Manager

Steve Stagner, ACEC President

This TxDOT and ACEC joint session will cover the rules of the road in negotiations, including the expected process and acceptable/unacceptable practices of both sides in the negotiations process.

4:00 p.m. – 5:00 p.m. PRIME PROVIDER EVALUATIONS

Thuy Luong, PEPS Center of Excellence

This session will cover the purpose of the evaluation, how evaluation scores are used in the selection process, what to do if the firm or the project manager does not have evaluations on file, and the changes to the prime provider evaluation process.

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TXDT1801.1017.500

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Angie YokieAngie is an Administrative Qualifications (AQ) auditor for the PEPS Business Operations Center. She has previously worked as an Ac-counts Examiner, Accountant, Budget Analyst, Accounts Examiner, and Financial Analyst.

Brian HuntsingerBrian is a Vice President at Volkert, Inc., which is a leading provider of transportation and infrastructure engineering services to federal, state, and municipal government and private industry clients throughout the United States and internationally. Prior to his experience in the consulting industry, Brian worked in various capacities at TxDOT and the Federal Highway Administration (FHWA). He holds a B.S. degree in civil engineering from Texas Tech University.

Bruce ReedBruce has been a TxDOT auditor for seven years and is the current AQ lead for the PEPS Business Operations Center. Bruce holds a bachelor of business administration from Ste-phen F. Austin State University, is certified in Risk Management Assurance, is an Accredited Financial Examiner, and is licensed in Risk Management.

Carlos BalderasCarlos joined TxDOT in July 2014 and provides support to the Civil Rights Division (CIV) Director and CIV staff by managing the HUB Program, and state and federal reporting. Carlos holds a bachelor of humanities degree from St. Edward’s University.

Chris HenryChris joined TxDOT in December 2004 in the Wichita Falls District Design Office and joined the Project Management Office in May 2013. Chris joined the PEPS Central Service Center in November 2015, managing the CEI contract assignments for the 19-district Central Service Center. Chris holds a bachelor of science degree in engineering from Midwestern State University and is a licensed P.E.

Dan NealDan joined the Design Division - Consultant Contract Office (now PEPS-COE) as the Associate Director in November 2006. As manager of the Center of Excellence, Dan is responsible for the development, implementation, and improvement of the program and support for TxDOT’s qualifications-based engineering, surveying, and architecture contracts. Dan holds a bachelor of science degree in petroleum engineering from the University of Texas at Austin. Dan is a licensed P.E. in Texas, a licensed professional geoscientist in Texas, a licensed Leaking Petroleum Storage Tank Corrective Action Project Manager, a Certified Texas Procurement Manager, and a Certified Texas Contract Manager.

Darwin MyersDarwin began working with TxDOT in 1984 following graduation from Lamar University. He was named the Ellis/Navarro County Area Engineer in April 2012. He and the employees in the Ellis and Navarro County Offices are responsible for the design, construction, main-tenance, and operation of the state highway system in each county.

CONFERENCE SPEAKERS

CONFERENCE SPEAKERS

Dave TovarDave joined TxDOT in 1997 and is the contract compliance section director in TxDOT’s Civil Rights Division at the agency headquarters in Austin, Texas. He currently manages the agency’s DBE Compliance program. Dave has a master of business administration degree from St. Edward’s University in Austin, Texas.

Eddie ValtierEddie is the Director of Transportation Plan-ning and Development for the El Paso District, and is involved in all aspects of the El Paso District, including funding, design, budgets, environmental, public involvement, and administration. Eddie also works with local governments in the region to support their needed roadway projects funded with federal and state funding.

Efrain EsparzaEfrain began his career with TxDOT in sum-mer 1988 as an intern and is now the Service Center Manager for the PEPS El Paso Service Center. Efrain manages and supports the procurement activities of professional engi-neering, surveying, and architectural services for the El Paso District and holds a bachelor of science degree in civil engineering degree from the University of Texas at El Paso.

Gail MoreaGail serves as the Service Center Manager for the PEPS Houston Service Center where she leads/manages the procurement activities for the Houston District and negotiations with a staff of four procurement engineers toward contract development and execution. Gail also assists the Houston District in the development of their rolling four-year Legislative Appropria-tions Request.

Howard HollandHoward currently works for Raba Kistner with a focus on delivery of CEI services and the quality assurance of operations and mainte-nance for design build projects. He is a gradu-ate of Texas A&M University and serves on the Board of Directors for AMOTIA (Association for the Management and Operations of Trans-portation Infrastructure Assets).

Martha JuchMartha joined TxDOT in April 2015. She provides support to the PEPS COE Manager and coordinates with other PEPS COE staff in the support of the section’s programs and goals. Martha holds a Bachelor of science in civil engineering degree from Texas A&M University, a master of science in environmental engineering degree from Rice University, and a master of engineering in civil engineering degree from Texas A&M University, is a licensed P.E., a Certified Floodplain Manager, and a certified Diplomate – Water Resources Engineer.

Martin RodinMartin began his TxDOT career in 1985 as an Engineering Assistant in the TxDOT Dallas Dis-trict. He continued his TxDOT career by moving to the Amarillo District and becoming District Bridge Engineer in 1989 before becoming District Design Engineer and Director of TP&D for Amarillo. Martin has extensive experience managing civil engineering and transportation programs and is an award-winning design engineer. Martin holds a master’s degree in business administration from West Texas A&M University and a bachelor’s degree in civil engineering from Texas Tech University.

Matt EvansMatt began his TxDOT career as an Environmental Specialist in the Waco District in 1996. He became the Big Spring Area Engineer in 2016 before his appointment to San Angelo Director of Construction in August 2017. Matt holds a master’s degree in civil engineering from Texas Tech University and is a licensed P.E.

Norma GlasscockNorma joined TxDOT in 2000. After 13 years in the Abilene District, she joined the PEPS Division in August 2013 and became the PEPS Fort Worth Service Center Manager in October 2014. Norma holds a bachelor of science in civil engineering degree from Texas A&M University.

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Phil HowlettPhil began his TxDOT career in February 2001 where he started as an Engineer-in-Training in the San Antonio District’s Laboratory. Phil is a Procurement Engineer and has been with PEPS since its inception in 2013. He holds a bachelor of science in civil engineering degree from the University of Texas at San Antonio. Jaime VelaJaime holds a bachelor’s degree in civil engineering from Texas A&M University and brings 19 years of transportation engineering experience working with consultants and TxDOT, including the Laredo District, South Region, Project Management Office (PMO), and the PEPS Division. He was promoted to PEPS Central Service Center Manager in December 2014. He leads the Central Service Center, which provides support to the 19 non-metro districts in the procurement of professional engineering, surveying, and architectural services.

Jessica AndrewsJessica joined TxDOT in May 2016 as a procurement engineer in the Fort Worth Service Center. Jessica’s 15 years of engineering experience includes roadway and drainage design, water resources, and subsurface utility engineering. She holds a bachelor of science in civil engineering from Southern Illinois University Carbondale.

Joe JancuskaJoe began his career with TxDOT in February 1988 as an engineering assistant in the Dallas District after graduation from the University of Texas at Arlington with a bachelor’s degree in civil engineering. He became the PEPS Dallas Service Center Manager in December 2013 and has been involved in procuring many Engineering, Survey, and Architecture contracts.

Joe McCarthyJoe has been a member of the TxDOT family since December 2006, beginning his career in the Dallas District as a purchaser (CTP). His career in the private sector prior to TxDOT included 18 years of fluids analysis as a laboratory manager supporting several national railway systems and eight years as a laboratory/process management consultant for the semiconductor fabrication industry.

Kori RodriguezKori began her TxDOT career in 1999 and has held various positions in the Bryan, Austin, and San Antonio Districts on a wide range of projects — from the schematic phase working with land owners and municipalities to design and maintenance projects. As the Manager of the Service Center for Divisions, she fosters relationships with Division personnel, TxDOT Administration, and the consultant community to develop and maintain a high-functioning Service Center. Kori graduated from Texas A&M University.

Lauren GarduñoLauren began his TxDOT career in 1987 and currently serves as Director of Project Planning and Development. He holds a master’s degree in management and human relations from Abilene Christian University, a master’s degree in civil engineering from Texas A&M University, and a bachelor’s degree in civil engineering from Texas Tech University.

Lynn DanielLynn began her TxDOT career in 2002 as an engineering assistant in the Childress Area Office and joined the PEPS Division in 2015. She is now a Lead Procurement Engineer for the PEPS Central Service Center. Lynn received her bachelor of science degree in biological engineering from the University of Georgia in 2001.

CONFERENCE SPEAKERS

CONFERENCE SPEAKERS

Randy HopmannRandy began his career in TxDOT’s Austin District in 1985, eventually serving as District Engineer in both the Lubbock and Tyler Districts before joining Administration in 2014. He now oversees all 25 districts statewide as Director of District Operations. Randy holds a bachelor’s degree in civil engineering from Texas A&M University.

Raul OrtegaRaul began his TxDOT career as an intern in 2003 and then full-time in 2006 as an Engineering Assistant in the El Paso District. He joined the newly formed PEPS Division as a procurement engineer in 2013. Raul holds a bachelor of science in civil engineering degree from the University of Texas at El Paso and is a licensed P.E.

Richard De La CruzRichard joined TxDOT in April 2015 as a Project Manager in the San Antonio Advanced Plan-ning Section. He holds a bachelor of science degree in civil engineering from Texas A&M University and is a licensed P.E. in California and Texas.

Steve StagnerSteve is President of the American Council of Engineering Companies of Texas, the business association that represents Texas engineering firms. He holds degrees from Southern Method-ist University and the University of Texas at Austin. Steve has coordinated ACEC Texas’ governmental affairs policy for over 25 years.

Tamika GriffinTamika joined TxDOT in October 2000 and became the Contract Administration Manager in April 2017, providing support and assisting PEPS staff with managing all the TxDOT Divi-sions’ professional services contracts.

Thuy LuongThuy joined TxDOT as an Engineering Assistant in September 1998. In her current role, she provides direct assistance to the PEPS-COE Section Director in the support of the PEPS’s programs and goals, and she is responsible for providing training to staff in the PEPS Service Centers, Districts, and Divisions. She holds a bachelor of science degree in civil engineer-ing from the University of Central Florida and a master of science in civil engineering degree from the University of Houston. She is a licensed P.E. and a Certified Texas Contract Manager.

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KEY INITIATIVES INSTEAD OF NEW AND INITIATIVES

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PS-CAMS DatabasePS-CAMS is the PEPS database system of record for contract management and administration. All TxDOT and consultant Project Managers should have access to this system since they all have responsibilities for entering data throughout the contracting process.

Contact: Mindi Menzelmindi.menzel@txdot.gov512-416-2712

Prime Provide EvaluationsThe evaluation forms are being revised and will be built into PS-CAMS. The firm and Project Manager ratings are being revised to a simpler 1 to 5 scale. New, previously unrated firms will start with an average score. Reviews and ap-provals will ultimately be handled via DocuSign.

Contact: Thuy Luongthuy.luong@txdot.gov713-802-5720

WebEx TrainingsEach professional services contract gener-ally has an assigned HUB or DBE goal. TxDOT project managers are responsible for ensuring that HUB/DBE subprovider commitments are being met for all contracts. At the work authori-zation level, the individual project managers are responsible for entering and verifying the data. Each month, regardless of whether there is an invoice or not, data for subcontractor pay-ments must be entered into PS-CAMS by the provider. Webex trainings are being provided to help walk through the process for entering the necessary data into PS-CAMS.

PEPS HUB Program Contact: Lisa Merwinlisa.merwin@txdot.gov512-416-3303

PEPS DBE Program Contact: Beth Ricebeth.rice@txdot.gov512-416-2655

PS-CAMS Contact: Mindi Menzelmindi.menzel@txdot.gov512-416-2712

W ith our goal of continuous improvement, the PEPS contracting process is an ever evolving one. With that in mind, we have highlighted a few key initiatives that have recently been or

will soon be updated in some capacity. More information about each initiative will be shared as the things progress. This is simply to give notice about changes and to provide a primary point of contact should you have questions.

Non-listed Categories (NLC)TxDOT professional services contracts use standard precertification work categories and non-listed categories. Individuals who want to work on TxDOT contracts must demonstrate that they meet the minimum qualification require-men-ts for the applicable category, either by becoming precertified or by submitting a description of qualifications in response to a NLC for a particular solicitation. TxDOT is updating the list of pre-certification work categories — some are being combined, 22 categories will expire, and 53 new categories will be added. Modifications to the computer system are underway and the updated category list will be released soon.

Precertification Contact: Paula McGinleyPaula.McGinley@txdot.gov512-416-2218

Precertification program updates Contact: Stacy Jamesstacy.james@txdot.gov512-416-2064

Administrative Qualifications (AQ)The procurement wave schedule for FY2018 has been modified. All waves will begin approximately two months later than in previous years to help alleviate conflicts with Administrative Qualifica-tions processing deadlines. However, providers are encouraged to do their part by submitting their annual AQ documentation as early as possible rather than waiting until the last minute.

Contact: Bruce Reedbruce.reed@txdot.gov512-416-2315

Rule RevisionsThe Commission recently approved revisions to 43 TAC §9.32 concerning Selection Process, Con-tract Types, Selection Types, and Projected Con-tracts. The revision increases the period in which an initial work authorization may be issued for indefinite deliverable contracts from two to three years. This amendment allows the department additional time to issue new work, which facilitates better management of contracting resources.

Contact: Dan Nealdan.neal@txdot.gov512-416-2667

Thank you for attending the inaugural PEPS conference. We look forward to seeing you next year!

Please complete a comment card before you go.

Thank you!

Thank you for attending PEPS’s inaugural conference. We look forward to seeing you next year!

Please complete a comment card before you go.

Thank you!