Planning Projects Resources

Below you will find resources to guide you through applying for Planning Funds. Resources are listed in three categories:

• Planning Resources Guides
• Planning Awardee Documents
• Planning Procurement Documents

Planning Resources Guides:

1. A guide to Federal-Aid Programs
2. Resource Guide Jan 2017
3. Consultant Management Guide

Planning Awardee Documents:

1. Example of Planning Award letter
2. Example Agreement between CRTPO and Jurisdiction
3. NCDOT Scope and Estimate Form (optional)
4. Example of Quarterly Report Request
5. Example Fillable Planning Project Reporting Invoicing Form
6. Example of Completed Reimburse Request

Planning Procurement Documents:

1. NCDOT RFQ/RFLOI Template
2. Example RFQ – City of Charlotte
3. Transportation Planning Discipline Codes
4. Vendor Directory PC
5. Example Addendum
6. Example Q&A
7. Example Memo to the Selection Committee
8. Example No Conflict-of-Interest Form
9. Example Selection Worksheet for Selection Member
10. Example Selection Matrix (filled out)
11. Example Selection Matrix (blank)
12. Example Source Selection Document
13. Example of Consultant’s Fee Proposal
14. Maximum Allowable Non-Salary Direct Costs
15. NCDOT Policy and Procedures for Procurement of Admin of Prof. Services
16. Procurement walkthrough for MPOs