ADDITIONAL CONTRACTING RESOURCES

Guides:

Personal Service & Client Service Contracting Overview

Competitive Procurement Overview for Personal Services

Request for Proposals for Personal Services

Contract Award

Managing/ Monitoring the Contract

Quick Reference Guide for State Purchasing & Contracting Rules

 

Sample Templates & Forms:

Contracting Templates & Forms

PSCD Filing Justification Templates (Now Available!)


 

Personal Service & Client Service Contracting Overview PDF Icon

Topics in this document include:

NOTE:  The topics listed below are in Policy therefore not included in this section.

  • Contract Training; Risk-Based Audits; Audit and Investigative Findings; Access to Data; and Risk-Assessment Approach to Contracting.
Competitive Procurement Overview for Personal Services PDF Icon

Topics in this document include:

NOTE: The topics listed below are in Policy therefore not included in this section.

  • Master Personal Service Contracts; and Advertising.
Request for Proposals for Personal Services PDF Icon

Topics in this document include:

  • Primary Elements to Include in a RFP
  • Proposal Preparation and Submission Instructions
  • Typical RFP Schedule
  • Timeline for Responses
  • Communicating with Consultants
  • Responsiveness of Proposals
  • Checklist for Responsiveness (template)
  • Consultant Selection
  • Proposal Evaluation Document
  • Evaluating the Proposals
  • Reference Checks
  • RFQQ – Another Type of Formal Procurement Document
  • Unsolicited Proposals

NOTE: The topics listed below are in Policy therefore not included in this section.

  • Number of consultants to solicit; Advertisement; Preproposal conference; evaluation team; receipt of proposals; late proposals; responsiveness of proposals; written evaluation; oral interviews; determining the apparent successful contractor and unsuccessful firms; documentation; debriefing; protests; and public disclosure.
Contract Award PDF Icon

Topics in this document include:

  • Draft Contract
  • General Terms and Conditions
  • Special Terms and Conditions

-Identification of the Parties

-Scope of Work

-Period of Performance

-Compensation and Payment

-Fiscal Reporting

-Payment Documentation

-Signatures of Responsible Parties

  • Explanation of Other Contract Terms and Conditions
  • Performance Bonds
  • Contract Payment Terms
  • Security for Performance
  • Contract Execution

NOTE: The topics listed below are in Policy therefore not included in this section.

  • Contract negotiations; approval as to form; liability insurance; and industrial insurance.  
Managing/Monitoring the Contract PDF Icon

Topics in this document include:

  • State Agency Staff Qualifications
  • Responsibilities of the Contract Manager
  • Monitoring Contract Performance
  • Monitoring Plan
  • Reviewing Invoices for Payment

NOTE:  The topics listed below are in Policy therefore not included in this section.

  • Monitoring Contract Performance; Corrective Action; New Contract or Amendment; Contract Disputes; Contract Termination; Remedies and Sanctions; Review and implement Contractor’s Final Product; Evaluate Contractor’s Performance; and Audit.
Quick Reference Guide for State Purchasing and Contracting Rules

 


 

Contracting Templates & Forms

Agencies are encouraged to customize the SAMPLE TEMPLATES & FORMS to best meet their needs.

Client Service Contract

Contract Amendment

Contract Documentation Checklist & Form

Evaluator Conflict of Interest and Confidentiality Statement

Legal Notice for Competitive Procurement

Legal Notice for Sole Source Contract

Letter to Request Bids

Personal Service Contract

RFP Checklist for Responsiveness

RFP Document

RFQQ Document

Risk Assessment - CTED

Risk Assessment - DSHS

Risk Assessment - OSPI Client Services

Risk Assessment - OSPI Personal Services

Risk Assessment - OSPI Instruction

PSCD Filing Justification Templates

Below are justification outlines to help with the Personal Service Contracts filing process.

Competitively Awarded Contracts:

Emergency Contracts:

Late Filings:

Sole Source Contracts:

 

 

Last Updated: April 28, 2008