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.

Note: PSC = Personal Services Contracting

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

• SHB 3274 - Annotated

Appendix D: Sample Policy and Procedure Documents

• Appendix D1: Olympia Personal and Professional Services Selection Suite
• Appendix D2: Olympia Delegation of Authority Res. No 2008-17
• Appendix D3: Olympia Consultant Services Procedure
• Appendix D4: Seattle Ethics Policy 
• Appendix D5: Tacoma Personal Services Exemption Res. 2008-16
• Appendix D6: Everett PSC Guidelines
• Appendix D7: Everett Contract Tracking Spreadsheet
• Appendix D8: Everett PSC Procedures
• Appendix D9: Tacoma A&E Contracting Procedures
• Appendix D10: Seattle PSC Audit Res. No. 3605

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: Sound Transit RFP Finance and Federal Audit Services
• Appendix F2: Washington State Department of Transportation (WSDOT) - Performance Evaluation Report Manual
• Appendix F3: WSDOT - Local Agency Guidelines, Chapter 31
• Appendix F4: Office of Financial Management (OFM) - Best Management Practices for Capital Projects 
• Appendix F5: OFM - State Administrative & Accounting Manual, Chapter 15