Personal Services Contracting Manual for Ports - Appendices

Disclaimer

The sample documents in these appendices are presented solely as examples of what the contributing port districts have used. No representation is made that these are specifically applicable to another port's unique contracts or contracting procedures. Be sure to review any of these documents with your port's legal counsel before use.

Appendix A: Included Only In the Manual

Appendix B: Quick Start Helps

(Also Included in Chapter 2 of the Manual)

• Appendix B1: Personal Services Contract Flow Chart
• Appendix B2: Personal Services Contract Size Chart
• Appendix B3: Sample Formal Competitive Selection Process Schedule
• Appendix B4: Personal Service Contract File Checklist

Appendix C: Annotated 2008 Legislation

• Discontinued

Appendix D: Sample Policy and Procedure Documents

• Appendix D1: Port of Olympia Personal and Professional Services Selection Suite
• Appendix D2: Port of Olympia Delegation of Authority Res. No 2008-17
• Appendix D3: Port of Olympia Consultant Services Procedure
• Appendix D4: Port of Seattle Code of Ethics & Workplace Conduct 
• Appendix D5: Port of Tacoma Resolution No. 2008-16 (2008) – Personal service contract exemptions
• Appendix D6: Port of Everett Personal Service Contracting Guidelines
• Appendix D7: Port of Everett Contract Tracking Spreadsheet
• Appendix D8: Port of Everett Personal Service Contracting Procedures
• Appendix D9: Port of Tacoma A&E Contracting Procedures
• Appendix D10: Seattle Resolution No. 3605 (2008) – Personal service contract audits

Appendix E: Sample Personal Service Contracting Documents

Note: RFP = Request for Proposal, RFQ = Request for Qualifications

• Appendix E1: Sample Terms and Conditions
• Appendix E2: Everett Documentation Checklist
• Appendix E3: Everett Performance Evaluation Form
• Appendix E4: Tacoma Consultant Fee Guidelines
• Appendix E5: Hoodsport RFP Sample
• Appendix E6: Tacoma RFP Sample
• Appendix E7: Hoodsport Sample Professional Services Agreement
• Appendix E8: Olympia RFP Evaluation Summary
• Appendix E9: Olympia Matrix for Panel Review and Selection
• Appendix E10: Olympia Memo to Selection Panel
• Appendix E11: Olympia Professional Services Agreement Template
• Appendix E12: Olympia RFQ Sample Ad: Daily Journal of Commerce
• Appendix E13: Olympia RFQ Sample Ad
• Appendix E14: Olympia RFQ Sample Selected Firm Letter
• Appendix E15: Olympia RFQ Sample Services Rejection Letter
• Appendix E16: Olympia RFQ Template
• Appendix E17: Olympia RFQ Template for Description of Services
• Appendix E18: Olympia Template Shortlisted Firms Letter
• Appendix E19: Tacoma Public Works Contract Completion
• Appendix E20: Seattle RFQ Sample
• Appendix E21: Tacoma Sample Proposer's Certification Form
• Appendix E22: Tacoma Sample Panel Members Certification Form

Appendix F: Sample Non-Port Reference Documents

• Appendix F1: Washington State Department of Transportation (WSDOT) - Performance Evaluation Report Manual
• Appendix F2: WSDOT - Local Agency Guidelines, Chapter 31 – Using Consultants
• Appendix F3: Office of Financial Management (OFM) - Best Management Practices for Capital Projects