SPO Training for Non-Executive Branches Learners
For copies of handouts see Training Materials & References.
|SPO 001||Procurement Basics||Brief workshop covers basic things personnel should know prior to conducting or participating in procurement activities such as developing and drafting a solicitation, reviewing, approving, conducting, managing the procurement and administering the contract.||16 min||Transcript||9/14|
|SPO 005||Market Research||This course is designed for executive branch departments and agencies conducting market research prior to a solicitation, to ensure that the Government purchases goods and services from responsible sources at fair and reasonable prices.||26 min||Market Research||1/21|
|SPO 127||Understanding, Detecting and Preventing Antitrust Violations||A basic training conducted by the State Department of the Attorney General on detecting and preventing these economic crimes to procurement personnel. Topics covered include general understanding of federal anti-trust laws and penalties; patterns and actions that constitute bid rigging, price fixing, market allocation; how to report suspicious conduct; and possible preventative action and steps to help law enforcement.||26 min||Transcript||6/14|
|SPO 135||Contract Administration|
|Designed for state personnel responsible for administering contracts, this workshop provides an overview of the necessary components in efficient and effective contract administration; identifies problematic areas of contract administration and mitigation of potential problems; and It also includes: review of the responsibilities of a contract administrator; monitoring and ensuring compliance to the terms and conditions of a contract; avoiding procurement violations by executing timely extensions.||51 min||1/17|
|SPO 137||Contract Law Fundamentals|
|This is a brief overview of contract law fundamentals.||44 min||1/17|
|SPO 150||Insurance Requirements for Contracts||DAGS, Risk Management, conducts this workshop. Learn the who, what, when, and why in requiring insurance in contracts and understand potential risks for contracting purposes. Discuss materials to understand the different types of policies and requirements for contracting purposes.||51 min||Transcript||7/14|
|SPO 155||Intra and Out-of-State Travel Procedures||Acquire knowledge on the governing authorities such as union contracts and rules, and the procedures, forms and policies required for authorized travel. Travel procedures are designed to facilitate travel arrangements for per diem, air, hotel, car rental, and other ground transportation costs such as taxi fare, bus, shuttle, for official travel. Covers procedures and policies for intra-state car rental arrangements. Note: Additional requirements imposed by individual departments will not be covered.||28 min||Transcript||5/14|
|SPO 160||Inventory Management||Provides a comprehensive understanding on the requirements of the State of Hawaii’s Inventory Management System. Understand property accountability, internal control procedures, recording of property and supplies, disposal process, and Quarterly Inventory Update Process including sample transactions to update your DAGS Inventory System account . Steps through the inventory System User Manual including the processes, procedures and forms.||26 min||Transcript||1/21|
|SPO 183||Procurement Pricing|
|This is a brief overview of procurement pricing.||1 hr 12 min||Transcript||6/17|
|SPO 184||Cost Analysis||The review and evaluation of the separate cost elements and profit or fee in an offeror's or contractor's proposal, and the application of judgment to determine how well the proposed costs represent what the cost of the contract should be, assuming reasonable economy and efficiency.||3 hrs|
|SPO 190||SPO Price and Vendor List Contracts and Cooperative Purchasing||An overview of the SPO price and vendor list contracts for a range of goods or services from multiple vendors; benefits of these contracts; where is the listing on the SPO webpage; how to use these contracts; completing the Evaluation: Vendor/Product form (SPO-012) for submittal to SPO to obtain feedback from users. Briefing on 'cooperative contracts' that achieves cost effective and efficient acquisition of quality products and services by combining the purchasing power of the various governmental entities.||58 min||SPO 001||Transcript||11/14|
|SPO 191||Cooperative Purchases|
|This is a brief overview of cooperative purchases.||1 hr 20 min||1/17|
Goods, Services and Construction
|SPO 100, Part 1||Competitive Sealed Bidding||An overview of the different segments of the CSB process, also known as Invitation for Bids (IFB). Provides participants the rules and procedures of the CSB process, a sample of a typical IFB, procurement notices, pre-bid conference, specifications, protest procedures, etc. Review the various preferences (i.e. Hawaii Products, Recycled, etc.), and a brief overview of CSB conducted via HIePRO.||1 hr 39 min||SPO 001||Transcript||11/14|
|SPO 100, Part 2||Competitive Sealed Bidding||An overview of the different segments of the CSB process, also known as Invitation for Bids (IFB). Provides participants the rules and procedures of the CSB process, a sample of a typical IFB, procurement notices, pre-bid conference, specifications, protest procedures, etc. Review the various preferences (i.e. Hawaii Products, Recycled, etc.), and a brief overview of CSB conducted via HIePRO.||1 hr 35 min||Transcript||7/14|
|SPO 105, Part 1||Competitive Sealed Proposals||This workshop is presented in 2 parts. Part I provides instruction in preparing a Request for Competitive Sealed Proposals (CSP), also known as Request for Proposals (RFP). The workshop includes determination of usage, development of scope of work and requirements in conducting a CSP procurement. Examples and sample template are reviewed in the workshop.||1 hr 1 min||SPO 001||Transcript||11/14|
|SPO 105, Part 2||Competitive Sealed Proposals||This workshop is presented in 2 parts. Part II explains the responsibilities of the evaluation committee, its involvement in the development of the evaluation criteria and the evaluation process after proposals are received. Contract award and protest procedures will also be covered.||48 min||Transcript||7/14|
|SPO 110||Emergency and Sole Source Procurements||Review of the statutes and administrative rules governing emergency and sole source procurements, the procedures and the forms required to request approval to use these two procurement methods, and the requirement for posting the awards resulting from the procurements. Examples and flow charts are shared to foster discussion to provide attendees a better understanding on the applicability of these procurement methods.||36 min||SPO 001||Transcript||11/14|
|SPO 111||Sole Source Procurement||Review of the statutes and administrative rules governing sole source procurements, the procedures and the forms required to request approval to use this procurement method, and the requirement for posting the awards resulting from the procurement. Examples and flow charts are shared to foster discussion to provide attendees a better understanding on the applicability of this procurement method.||29 min||SPO 001||Sole Source Procurements||1/21|
|SPO 115||Professional Services||Understand what are 'professional services'; step through the processes to procure professional services as a qualifications based process; review and selection committees and responsibilities; affidavit form; conducting a debriefing; and requirement for posting of award information.||29 min||SPO 001||Transcript||1/21|
|SPO 120||Small Purchase Method of Procurement||This workshop is designed for state & county personnel conducting a solicitation utilizing the small purchase method of procurement. Presents a review of this procurement method and its place within the framework of procurement procedures; conditions under which this method of procurement may be used; explanations of dollar thresholds, parceling; review of small purchase procurement Hawaii Revised Statutes (HRS), Hawaii Administrative Rules (HAR) and Procurement Circulars; quick overview of HIePRO (State of Hawaii eProcurement Application)- when its use is required. Includes:|
1. Why We Procure - doing the right thing.
2. Planning - acquisition strategy, market research, deciding what is needed, choosing the right method of procurement, timeline development.
3. Solicitation Development - developing specifications, criteria, administrative requirements, timeline.
4. Solicitation Issuance - procedures for issuing, questions, confidentiality.
5. Evaluation and Basis for Award - evaluating responses received, conditions for award, Hawaii Compliance Express (HCE).
6. Award - notifications, posting requirements, contracting requirements, protests.
7. Responsibilities After Award - contract administration, getting what we pay for, monitoring, amendments.
|28 min||SPO 001||Transcript||1/21|
|SPO 122||Basics of Writing Specifications/Scope of Work||Learn the basics of writing specifications and scope of work for purchases of good, services and construction. Attendees will gain an understanding of what to include (and what not to include) in their solicitations. Workshop will provide general tips for writing thorough, clear/concise specifications/scope of work that apply to all methods of procurement.||34 min||Transcript||7/14|
|SPO 125||Exemptions from HRS Chapter 103D||Understand what is an 'exemption from HRS Chapter 103D'; view the listings of exempt procurements; review the essential requirements and the forms to document an exempt procurement. When applicable, using the process and form to obtain CPO approval. Review the requirement for posting award.||1 hr 12 min||SPO 001||Transcript||6/15|
|SPO 126||Procurement Code of Ethics and Compliance||An overview of Hawaii Administrative Rules (HAR), Chapter 3-131 on "Compliance", formerly known as "Procurement Violations." Topics include procurement code of ethics, parceling, procurement violations, application of civil and criminal penalties for procurement violations, and assessment of administrative fines for employees and vendors.||26 min||Transcript||9/14|
|SPO 127||Understanding, Detecting, and Preventing Antitrust Violations||A basic training conducted by the State Department of the Attorney General on detecting and preventing these economic crimes to procurement personnel. Topics covered include general understanding of federal anti-trust laws and penalties; patterns and actions that constitute bid rigging, price fixing, market allocation; how to report suspicious conduct; and possible preventative action and steps to help law enforcement.||26 min||6/14|
|SPO 130||Construction Procurements||In this training, we will be covering various topics associated with solicitation planning all the way through contract execution.||1 hr 9 min||Transcript||8/15|
|SPO 145||Green Purchasing||DBEDT conducts this workshop. Introduction to the environmental, economic, health and pollution prevention benefits of ‘green purchasing’, also known as environmentally preferable purchasing (EPP); provide an overview of the procurement mandates for agencies under state law (Chapter 196, HRS and AD 06-01); and how to identify and procure environmentally preferable products in the SPO price and vendor lists. Includes products with Energy Star ratings, recycled and bio-based content ranging from office supplies to less toxic institutional cleaning products. Presenters will also briefly discuss the Hawaii Clean Energy Initiative and Global Warming Solutions Act (Act 234, SLH 2007) as broader context for green purchasing. Participants will learn about current green purchasing activities of other agencies and the results of the annual EPA - DOH environmentally preferable purchasing survey. The new Green Government Challenge, a voluntary program which includes green purchasing criteria. Learn about how green purchasing saves money, energy and water resources, protects worker health and reduces pollution.||50 min||Transcript||12/14|
|SPO 185||Prevailing Wage, Certified Payroll & Contracting Agency Responsibilities||DLIR conducts this workshop. An overview of HRS Chapter 104, which requires all laborers and mechanics on public works projects to be paid prevailing wages, and contractors to submit certified payrolls to their contracting state or county agency. Determination of prevailing wage, classification of laborers and mechanics, understanding allowable fringe benefits and how to spot problems on certified payrolls submitted for public works projects are topics covered in the class.||2 hr 11 min||Transcript||5/14|
Health and Human Services
|SPO 200, Part 1||Basics of Procuring Health and Human Services||This workshop provides an overview of HRS Chapter 103F, Purchases of Health an d Human Services.|
Part 1 provides some background information on the State Procurement Office and HRS Chapter 103F, Purchases of Health & Human Services.
|SPO 200, Part 2||Basics of Procuring Health and Human Services||This workshop provides an overview of HRS Chapter 103F, Purchases of Health an d Human Services.|
Part 2 provides a brief overview of HRS Chapter 103F statutes and its administrative rules.
|SPO 200, Part 3||Basics of Procuring Health and Human Services||This workshop provides an overview of HRS Chapter 103F, Purchases of Health an d Human Services.|
Part 3 provides resources when planning and preparing health and human service procurements.
|SPO 205||Planning, Using Requests for Information (RFI), and Collaboration for Health and Human Services||An overview of planning, the team approach, requirements for conducting requests for information, collaboration that does not impinge on open competition for contracts, resources to use as planning tools, and when to utilize the RFI for federal grant application||29 min||Transcript||8/14|
|SPO 210||Treatment, Restrictive, Crisis and Small Purchase Methods|
of Procurement and Exemptions
from HRS Chapter 103F
|An in-depth review of the source selection methods other than competitive (RFP) including conditions for use, procedure for requesting approvals, forms, procurement notice requirements, posting requirements and record-keeping||39 min||Transcript||9/14|
|SPO 215||The Request for Proposals (RFP) Process for Health and Human Services||An overview of the RFP development process, including working with the RFP team, timelines, RFP templates, conditions for use, administrative requirements, service specifications, instructions for responding to the RFP, evaluation criteria, and attachments; deciding when to require supporting documents; the RFP and contracts database websites as planning tools; procurement notice requirements; orientation meeting and addenda||49 min||Transcript||11/14|
|SPO 220||Evaluating Proposals for RFPs for Health and Human Services||An overview of proposal evaluation and steps to take from the receipt of proposals to notice of award, including register of proposals, mandatory requirements, correctable errors, rejection of proposals, evaluator and advisor qualifications and training, confidentiality issues, evaluation criteria, scoring proposals and documentation, discussion with applicants after proposal submittal deadline, notice of award - statement of findings and decision, contract negotiations, inadequate response to an RFP||31 min||Transcript||12/14|
|SPO 225||RFPs: Getting from a Notice of Award to an Executed Contract for Health and Human Services||An overview of the process from the notice of award through execution of a contract, including statement of findings and decision, protests and requests for|
reconsideration, contract negotiations and discussions with applicants after award,
contract development, and preventing interruption of services.
The State Procurement Office is committed to compliance with the Americans With Disabilities Act of 1990 (ADA) and Section 508 of the Rehabilitation Act of 1973. Those who may need special accommodations are encouraged to contact the State Procurement Office at (808) 586-0558 at least two business days in advance.