Hoole's Rules

Important Notice:  The Division of Local Assistance (DLA) Memorandums/”Hoole’s Rules” are created to quickly disseminate informational updates and to provide additional guidance as a supplement to specific DLA policy and/or procedural publications, including forms.  This designated area does not include all historical memorandums

• Old Exhibit 3-G, For District Info and Use Only
• TCIF De-Allocation Process
• Simultaneous Processing of Allocation/Authorization Requests
• Procedures to Request Locode/Master Agreement(s) (03/16/2016)
  • Link to Accounting and Auditing Guidelines for Contracts with Caltrans
  • Federal Master Agreement Language (updated on 03/28/2016)
  • Federal Master Agreement with Tribal Language (see ARTICLE VI, page 13)
  • Monthly Status of Pre-award Audits (03/01/2018)
• Local Agency Requests to the Caltrans Division of Engineering Services, October 08, 2013
• Project Establishment Procedures for Long Term Environmental Mitigation Measures (Sandoval, pre-2013)
• Buy America Waivers for Vehicle Purchases Instructions
  • Buy America Waiver Sample List
• Buy America Guidelines for Utility Relocations Cover Memo
  • Buy America Provisions for Utility Relocations
  • Buy America Materials Certification for Utility Relocations
• Reobligating Closed/Withdrawn Projects
• Match/Exchange Fact Sheet
• Construction Manager/General Contractor (CMGC) Fact Sheet
  • FHWA's CMGC Resource Page
    
• Job Order Contracting (JOC) Factsheet

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REDUCE FEDERAL FOOTPRINT
The discussion and documents contained herein represent previous and current attempts to promote the idea of “reducing the federal footprint”; specifically by putting more federal funds onto fewer projects, rather than spreading smaller chunks of federal funds (and therefore federal rules and regulations) onto more projects.

 

The Transportation Cooperative Committee (TCC) sponsored a team in 2015 to tackle the TCC Priority Goal #1 – where can we best put our federal funds?  Below is a Discussion Summary from that effort.

• Discussion Summary, 2016

 

This TCC Team is also compiling real world examples of projects and agencies that have undertaken efforts to reduce federal footprint, and sample documents are provided here:

• Local Agency Agreement Example, 2010

 

The Regional Transportation Planning Agencies (RTPA) and Caltrans embarked on an effort to identify ways to streamline federal project delivery in 2013.  Strategies were developed, a workshop was held, and Best Practices were identified.  We anticipate revisiting this topic with the RTPA’s in the near future, and the information provided below should serve as a jumping-off point for the next effort.

• Strategy Matrix, 2013
• Strategy Matrix Attachments, 2013
• Best Practices, 2013

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Accessibility
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