Additional contracting resources
Personal service & client service contracting overview
Topics in this guide 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
- Goods and purchased services (Chapter 43.19 RCW)
- 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.
Competitive procurement overview for personal services
Topics in this guide 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.
Request for proposals for personal services
Topics in this guide 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
Topics in this guide 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
Topics in this guide 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.
