Topics in this document include:

• Legal Authority
• Defining Personal Services
• Types of State Procurements - Other Than Personal Service or Client Service

  - Goods and Purchased Services (Chapter 43.19 RCW)

  Examples of Personal and Purchased Services

  - Information Technology Equipment and Services (43.105)

  Examples of IT Personal and IT Purchased Services

  - Public Works (28B.10.350, 39.04, 39.80 and 43.19.450)

  - Highway Design and Construction (39.80 and 47.28)

  - Competitive Contracting (41.06.142)

  - Printing Services (43.78)

  - Insurance and Bonds (43.41.310)

  - Space/Building

• Ethics in Contracting (SAAM 15.10.70)
• Contracting with Current or Former State Employees
• Independent Status of Contractor
• Contractor’s Washington Business License
• Using State Certified Minority and Women Owned Firms (SAAM 15.10.50)

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.

Topics in this document include:

• Procurement Planning
• Negotiated Procurement (not sealed bid)
• Personal Services Competitive Highlights Chart
• Performance Measures and Outcomes
• Locating Consultants

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

• Master Personal Service Contracts; and Advertising.

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.

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.  

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.