Technical Services

Technical Information Guides and Templates:

Click the links below to be directed to the Technical Information Guides and Templates documents page to view or download the following:

Owner’s Manual for Qualifications Based Selection (QBS) from Professional Technical Advisory Board (PTAB):

This manual has been prepared to assist municipalities and agencies in the selection and hiring of design professionals in compliance with the State Procurement Code. The manual contains a complete explanation of the qualifications-based selection (QBS) process and guidelines for proceeding from project inception to conclusion of a contract for professional services.

Request for Proposal (RFP) for Professional Design Services Template:

This is a template for Request for Proposals (RFP) for Professional Design Services. For information and suggestions on how to fill out this RFP refer to the Owner’s Manual for Qualification-Based Selection by PTAB.

Preliminary Engineering Report (PER) Requirements Guide from USDA Rural Utilities Service Bulletin 1780-2_APR2013

This bulletin will assist grantees and consultants with instructions on how to prepare a Preliminary Engineering Report (PER).

CPB Review Checklist for a Preliminary Engineering Report (PER)

This is the bureau’s checklist used when reviewing a grantees’ Preliminary Engineering Report.

Asset Management Plan Introduction

Asset Management Plan provides a framework to make decisions about how to operate, maintain, repair, rehabilitate, and replace a communities infrastructure system and assets.

The Asset Management Plan Introduction document is located under the CWSRF Project Requirements Information and Forms section on the CPB Forms and Documents page, click the link above.

Asset Management Plan Outline

The Asset Management Plan Outline details what sections are needed in a plan.

The Asset Management Plan Outline document is located under the CWSRF Project Requirements Information and Forms section on the CPB Forms and Documents page, click the link above. 

Environmental Information Document (EID) Outline

Completion of an Environmental Information Document (EID) may be required for a CWSRF funded project. The document is utilized as the template for the Environmental Review of a proposed project. The following document shows the outline of what must be included in an (EID).

The Environmental Information Document (EID) Outline is located under the CWSRF Project Requirements Information and Forms section on the CPB Forms and Documents page, click the link above. 

CPB Review Checklist for an Environmental Information Document (EID)

This is the bureau’s checklist used when reviewing a grantees’ Environmental Information Document.

The CWSRF Environmental Information Document (EID) Checklist used by CPB document is located under the CWSRF Project Requirements Information and Forms section on the CPB Forms and Documents page, click the link above. 

Engineering Contract Template and Included Attachments:

Select all applicable attachments needed based on Project Phase.

Engineering Contract Template for all funding programs

– Attachment – I Insurance

– Attachment – II Planning Phase

– Attachment – III Design Phase

– Attachment – IV Construction Phase

– Attachment – V Operation Phase

– Attachment – VI Amendment to Engineering Contract

Native American Consultations for Proposed Projects in New Mexico

Use the above link to be directed to the State of New Mexico Department of Cultural Affairs Historic Preservation Division for information about Native American Consultations. The information will help determine which Native American Indian tribes and pueblos that want to be consulted for proposed projects in various geographic parts of New Mexico.

If you need assistance with any technical forms, please contact your assigned CPB Project Manager.

Project Manager Assignment Map  

CPB Contact List

If you have questions regarding the Technical Services we provide, contact the Technical Manager, David Bishop, P.E. at 505.222.9567 or david.bishop@state.nm.us