Finalize Contracts & Procurement

The Finalize Contracts and Procurement Guide is a resource that provides information, tips, and worksheets for awardees to establish contracts and procurements that support good partnerships and help meet the mobility project’s goals.

The Finalize Contracts and Procurement Guide simplifies the contracting and procurement process by providing steps to help awardees conform to the standards set in the Implementation Manual (IM). 

If you are an awardee, please contact your cohort facilitator for additional support. 

CONTENTS

Step 1 – Learn Contracting Basics

Step 2 – Identify Potential Services to be Contracted

Step 3 – Select Your Partners and Develop Stakeholder Agreements

Step 4 – Understand Common Types of Agreements in Mobility Contracts

Step 5 – Finalizing Contracts For Your Mobility Project (From IM)

Step 6 – Move to the Next Guide in the Toolkit – Plan the Site

Considerations

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Step 1

Learn Contracting Basics

Estimated Time and Resources
Reading Time: 5 Minutes
Resources Required For the Worksheet: Mobility Project Team, Legal Partners, Project Budget, Laptop
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About This Step

At the onset of your mobility project, be sure that the budget and the skillsets in the team account for negotiating and developing sound contracts. Focus on the details of your contract, build a strong and healthy relationship with project partners, and always have a contingency plan. 

TIP: Download the worksheet to consider the line items that you may or may not want to include in your future contracts.

Download The Worksheet

Step 2

Identify Potential Services to be Contracted

Estimated Time and Resources
Reading Time: 5 Minutes
Resources Required For the Worksheet: Mobility Project Team, Legal Partners, Project Budget, Laptop
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About This Step

This step focuses on different types of services that you might expect to contract for your Mobility Project, as well as some key considerations for each service.

TIP: Download the worksheet to identify which services will need a contract. 

Download The Worksheet

Step 3

Select Your Partners and Develop Stakeholder Agreements

Estimated Time and Resources
Reading Time: 5 Minutes
Resources Required For the Worksheet: N/A
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About This Step

Learn about the considerations before and during procurement processes, reimbursements, payments, and reporting requirements. 

TIP: For CMO voucher recipients, be sure that the data agreements you have with your partners align with the data needs for programmatic reporting requirements.

Step 4

Understand Common Types of Agreements in Mobility Contracts

Estimated Time and Resources
Reading Time: 10 Minutes
Resources Required For the Worksheet: Mobility Project Team, Legal Partners, Laptop
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About This Step

When developing contracts, additional agreements may be required. Learn about data sharing, sponsorship, indemnity, service-level, and end-user agreements. 

TIP: Download the worksheet to reflect on the different contracts and agreements you may need at different phases of your mobility project. 

Download The Worksheet

Step 5

Finalizing Contracts For Your Mobility Project (From IM)

Estimated Time and Resources
Reading Time: 5 Minutes
Resources Required For the Worksheet: N/A
Download This Step

About This Step

Once you have been awarded funds for your Mobility Project, and the voucher is executed, you will need to finalize agreements and contracts with your subcontractors. Learn about a few key considerations for finalizing these contracts.

TIP: For CMO voucher recipients, remember that there are maximum allowable reimbursement costs for vehicles, infrastructure, and other items.

Step 6

Move to the Next Guide in the Toolkit

Estimated Time and Resources
Reading Time: 1 Minute
Resources Required For the Worksheet: N/A

About This Step

Congratulations on establishing contracts and procurements that support good partnerships and help meet the mobility project’s goals! The next guide in the toolkit is the Plan the Site guide. Use this guide to get information and tips around site selection for your mobility project and the planning process. 

Considerations

This document is not a substitute for legal advice or contract sampling.

Reference in this document to any specific manufacture, trade, company name, or service is for informational purposes only, and does not constitute endorsement, recommendation, or favoring by the California Air Resources Board (CARB). Calculate Costs summarizes relevant budget items for each eligible project mode as it draws from mode-specific pilot project examples.

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