Page Content
- Service Agreement Types
- Service Agreements Procurement Processes
- Service Agreement Procurement Timelines
- Service Agreement Requirements
- Additional Resources
Service Agreement Types
Service agreements is the type of contract the Port uses to procure the following:
|
Service agreement contracts come in two forms:
- Project-Specific - All needs are known and identified
- Indefinite Delivery, Indefinite Quantity (IDIQ) - General needs are known but some variables are present such as the ordering period
Service Agreements Procurement Processes
Service Agreement Procurement process for different work types:
- Professional Services
- Qualifications-Based Selection – Proposal & Interview
- Competitive process in which consultants are selected based on demonstrated competence and qualifications for the type of professional services required
- Price cannot be a selection criterion
- Negotiate contract with highest rated (most qualified) consultant
- Personal Services
- Cost information is requested as part of consultant proposal
- Port utilizes “best value” criteria to determine selection
- After qualification rating is complete, pricing is analyzed
Service Agreement Procurement process for different dollar amounts:
|
Category 1 |
Category 2 |
Category 3 |
|
49,999 and under |
$50,000 to $199,999 |
$200,000 and over |
|
Considers diverse firms |
Considers diverse firms |
Diversity in Contracting goal |
|
Competition not required |
Competitive selection from 3 firms: Interview only OR |
Competitive selection – proposal and interview |
Service Agreement Procurement Timelines
What to expect during procurement timeline for category 2
- Firms receive invitation to propose or advertisement on VendorConnect
- Solicitation questions deadline
- Submittals or Proposal due
- Interview
- Negotiation and Request Rates (interview only) or Finalize Price Negotiations (proposal and interview)
- Notice of Selection
- Receive consultant’s signed agreement/submittals
- Execute contract
- Contract kick off meeting
What to expect during procurement timeline for category 3
- Advertisement on VendorConnect
- Pre-proposal Meeting
- Solicitation questions deadline
- Proposals due
- Interview
- Request for final technical, inclusion plan, and price proposal
- Professional Services- Issue notice of selection, negotiations, execute contract, contract kick off
Personal Services – Finalize price negotiations, issue notice of selection, obtain consultant award submittals, execute contract, contract kick off meeting.
Service Agreement Requirements
- Know your rates and understand how Port negotiates rates
- Typical Insurance Coverages Required:
- Auto
- General liability
- Errors and omissions
- Required Documentation
- Certificates of insurance
- Policy endorsements
- Limits of Coverage Required (in Dollars)
- Washington UBI Number
- Washington State Workers Compensation (if applicable)
- Federal Taxpayer Identification Number (e.g. SSN, EIN)
- No Debarment
- CC-2-Ethics and Conflict of Interest
- Potential Proposers: Consultants are obligated to disclose perceived or real conflicts of interest. Please review the CC-2 Policy. Contact the Port’s Central Procurement Office representative identified in the solicitation (“CPO Representative”) to request a determination from the Director of the Central Procurement Office
- Conflict of Interest Determination Guidance: External COI Determination Guidance.docx
- Conflict of Interest Determination Process Flowchart: External COI Process Flow Chart.pdf
- A COI submittal form to help guide submit relevant facts: COI Determination Submittal Form.zip
- Upon receipt of your request, the CPO Representative will contact you for additional information. The Port will contact you once a determination is made. The process may take up to two (2) weeks.
