Procurement Training Requirements Table
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Determining Which Workshops to Take
Procurement Training Requirements Table
Procurement Training Requirements Table
Goods, Services and Construction
HePS - Hawaii eProcurement System
GeneralM= Mandatory R=Recommended |
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| Workshop Number | Workshop Title | Attendees | ||||||
|---|---|---|---|---|---|---|---|---|
| SPO 127 | Understanding, Detecting and Preventing Anti-Trust Violations | M-Levels 1, 2 (all methods of procurement) | ||||||
| SPO 128 | Information Session on Hawaii Compliance Express (HCE) | R- Personnel who participate and/or conduct procurement | ||||||
| SPO 135 | Contract Administration | R- Personnel responsible for administration or oversight of awards or contracts. | ||||||
| SPO 136 | Contract Processing Requirements | R- Levels 2, 3 | ||||||
| SPO 137 | Preparing Departmental Financial Statements in Accordance with Hawaii State Statute | R- Personnel who prepare Financial Statements | ||||||
| SPO 140 | Overview of the SPO Website and Reporting/Posting Procurement Notices, Awards and Solicitations (PANS) |
*M- Personnel posting on PANS shall take SPO 140 or SPO 141 within 6 months of being delegated posting authority. |
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| SPO 141 | Reporting/ Posting Awards |
*M- Personnel posting on PANS shall take SPO 140 or SPO 141 within 6 months of being delegated posting authority. R- Department Accounts Managers |
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| SPO 150 | Insurance Requirements for Contracts |
M- Level 2 (Competitive Sealed Bidding, Competitive Sealed proposals, Professional Services) R- Health & Human Services (all methods) |
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| SPO 155 | Intra and Out-of-State Travel Procedures | M-Personnel responsible for Travel arrangements and personnel responsible for pre- and post-review of travel documents. | ||||||
| SPO 160 | Inventory Management | R- Personnel responsible for recordkeeping and accountability for state property. | ||||||
| SPO 171 | Overview of Property Loss, Auto Accident and Tort Claims | R- Personnel responsible for claims for lost property | ||||||
| SPO 175 | pCard Overview and Updates | R- All pCard holders | ||||||
| SPO 176 | pCard Program Updates | M-pCard Administrators | ||||||
| SPO 180 | Personal Services Contracting | R- Level 2 | ||||||
| SPO 190 | SPO Price and Vendor List Contracts and Cooperative Purchasing | M-Personnel using these lists/contracts | ||||||
| SPO 195 | Surplus Property | M-Personnel involved in obtaining surplus property | ||||||
Goods Services and Construction Procurement- Training Requirements |
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| Methods of Procurement | ||||||||
| Workshop Number |
Workshop Title | Competitive Sealed Bidding | Competitive Sealed Proposals | Professional Services | Sole Source | Emergency | Small Purchases | Exemptions from HRS 103D |
| SPO 100 | Competitive Sealed Bidding | M-Level 2 R-Level 1 |
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| SPO 105 | Competitive Sealed Proposals | M-Level 2 R-Level 1 |
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| SPO 110 | Emergency and Sole Source Procurements | M-Level 2 R-Level 1 |
M-Level 2 R-Level 1 |
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| SPO115 | Professional Services | M-Level 2 R-Level 1 |
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| SPO 120 | Small Purchases Method of Procurement | M-Level 2 R-Level 1 |
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| SPO 122 | Basics of Writing Specifications/Scope of Work | R- Level 1,2 | R- Level 1,2 | R- Level 1,2 | R- Level 1,2 | |||
| SPO 125 | Exemptions from HRS 103D |
M-Level 2 |
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| SPO 126 | Procurement Code of Ethics and Compliance | R-Level 1,2 | R-Level 1,2 | R-Level 1,2 | R-Level 1,2 | R-Level 1,2 | R-Level 1,2 | R-Level 1,2 |
| SPO 130 | Construction Procurements | Applies to Construction Procurements | ||||||
| M-Level 2 R-Level 1 |
M-Level 2 R-Level 1 |
M-Level 2 R-Level 1 |
M-Level 2 R-Level 1 |
M-Level 2 R-Level 1 |
M-Level 2 R-Level 1 |
M-Level 2 R-Level 1 |
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| SPO 135 | Contract Administration | R-Levels 1,2 | R-Levels 1,2 | R-Levels 1,2 | ||||
| SPO 145 | Green Purchasing | R-Levels 1,2 | R-Levels 1,2 | |||||
| SPO 150 | Insurance Requirements for Contracts | M-Level 2 | M- Level 2 | M- Level 2 | ||||
| SPO 170 | Overview of Procurement Practices for HRS Chapter 103D | M-Level 1 | M-Level 1 | M-Level 1 | M-Level 1 | M-level 1 | M-Level 1 | M-Level 1 |
| SPO 185 | Prevailing Wage, Certified Payroll and Contract Agency Responsibilities | Applies to Construction Procurements | ||||||
| M-Level 2 | M-Level 2 | M-Level 2 | M-Level 2 | M-Level 2 | M-Level 2 | M-Level 2 | ||
Health and Human Services Procurement - Training Requirements |
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| Methods of Procurement | ||||||||
| Workshop Number | Title | Competitive | Treatment | Restrictive | Crisis | Small Purchase | Exemptions from HRS Chapter 103F | |
| SPO 200 | Basics of Procuring Health and Human Services | M-Level 2 R-Level 1 |
M-Level 2 R-Level 1 |
M-Level 2 R-Level 1 |
M-Level 2 R-Level 1 |
M-Level 2 R-Level 1 |
M-Level 2 R-Level 1 |
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| SPO 205 | Planning, Using the Request for Information (RFI), and Collaboration for Health & Human Service | M-Level 2 R-Level 1 |
M-Level 2 R-Level 1 |
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| SPO 210 | Treatment, Restrictive, Crisis and Small Purchase Methods of Procurement and Exemptions from HRS Chapter 103F | M-Level 2 R-Level 1 |
M-Level 2 R-Level 1 |
M-Level 2 R-Level 1 |
M-Level 2 R-Level 1 |
M-Level 2 R-Level 1 |
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| SPO 215 | Request for Proposals (RFP) Process for Health & Human Services | M-Level 2 R-Level 1 |
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| SPO 220 | Evaluating Proposals for an RFP for Health and Human Services | M-Level 2 R-Level 1 |
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| SPO 225 | RFPs: Getting from a Notice of Award to an Executed Contract for Health & Human Services | M-Level 2 R-Level 1 |
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| SPO 230 | The SPO Website for Planning, Procuring and Contracting for Health & Human Services | M-Level 2 R-Level 1, 3 |
M-Level 2 R-Level 1, 3 |
M-Level 2 R-Level 1, 3 |
M-Level 2 R-Level 1, 3 |
M-Level 2 R-Level 1, 3 |
M-Level 2 R-Level 1, 3 |
|
| SPO 299 | POST (State Purchase of Service Team) for Health & Human Services | R-Level 2 | R-Level 2 | R-Level 2 | R-Level 2 | R-Level 2 | R-Level 2 | |
| Reminder: | ||||||||
| SPO 500 SPO 126 SPO 135 |
Open Forum Procurement Code of Ethics and Compliance Contract Administration |
R-Level 1, 2 R-Level 1, 2 R-Level 1, 2 |
R-Level 1, 2 R-Level 1, 2 R-Level 1, 2 |
R-Level 1, 2 R-Level 1, 2 R-Level 1, 2 |
R-Level 1, 2 R-Level 1, 2 R-Level 1, 2 |
R-Level 1, 2 R-Level 1, 2 R-Level 1, 2 |
R-Level 1, 2 R-Level 1, 2 R-Level 1, 2 |
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| SPO 136 | Contract Processing Requirements | R-Level 2, 3 | R-Level 2, 3 | R-Level 2, 3 | R-Level 2, 3 | R-Level 2, 3 | R-Level 2, 3 | |
| SPO 150 SPO 171 SPO 180 |
Insurance Requirements for Contracts Overview of Property Loss, Auto Accident and Tort Claims Personal Services Contracting |
R-Level 1, 2 R-Level 1, 2 R-Level 1, 2 |
R-Level 1, 2 R-Level 1, 2 R-Level 1, 2 |
R-Level 1, 2 R-Level 1, 2 R-Level 1, 2 |
R-Level 1, 2 R-Level 1, 2 R-Level 1, 2 |
R-Level 1, 2 R-Level 1, 2 R-Level 1, 2 |
R-Level 1, 2 R-Level 1, 2 R-Level 1, 2 |
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HePS - Hawaii eProcurement System - Training RequirementsM=Mandatory R=Recommended |
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| Methods of Procurement | ||||||||
| Workshop Number | Title | |||||||
| Competitive Sealed Bids | Small Purchase | Other | ||||||
| HePS 100 | HePS Basic Buyer Training | M-HePS Buyers | *M-HePS Buyers | M-Heps Buyers not logged in for 13 months or who have not issued a HePS solicitation in 25 months | ||||
| * Not mandatory for buyers who have taken HePS 100. Buyers shall take HePS 100 again under the following circumstances: 1-have not logged in for 13 or more months; or 2-have not issued a HePS solicitation in 25 months or more. |
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| HePS 110 | HePS Open Session: Help Clinic | R- HePS Buyers | R-HePS Buyers | |||||
| HePS 123 | HePS for Fiscal Staff | R-Fiscal staff responsible for reviewing/approving solicitations conducted on HePS | ||||||
| HePS 134 | HePS for Supervisors | R-Supervisors and administrators supervising HePS users. | ||||||
| HePS 147 | Understanding HePS | R-Personnel providing support, review or assistance to HePS users; personnel identified as contact persons for HePS solicitations. | ||||||
| HePS 202 | Beyond Buyer Basics | M-HePS Buyers who have issued 5 or more solicitations* | M-HePS Buyers who have issued 5 or more solicitations* | |||||
| *Mandatory after a HePS buyer has issued 5 solicitations. This is an advanced workshop and a working knowledge of HePS is necessary prior to taking the workshop. HePS 202 HePS 203 and HePS 233 replaces HePS 200. HePS 202 is not mandatory for HePS buyers who have taken HePS 200. |
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| HePS 203 | Researching in HePS: Doing your Homework | M-HePS Buyers who have issued 5 or more solicitations* | M-HePS Buyers who have issued 5 or more solicitations* | |||||
| *Mandatory after a HePS buyer has issued 5 solicitations. This is an advanced workshop and a working knowledge of HePS is necessary prior to taking the workshop. HePS 202 HePS 203 and HePS 233 replace HePS 200. HePS 203 is not mandatory for HePS buyers who have taken HePS 200, though it is recommended. |
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| HePS 204 | Understanding Approvals in HePS | R-HePS Buyers/Approvers; | R-HePS Buyers/Approvers; | R-Supervisors /Administrators of HePS Users; HePS Adminstrators | ||||
| HePS 205 | For Approvers: Basics, Refresher and Beyond | M-Personnel in approval routes in HePS* | M-Personnel in approval routes in HePS* | |||||
| * Not intended for Level 3 | ||||||||
| HePS 233 | Cancelling Solicitations and Awards in HePS | M-HePS buyers who have issued 5 or more solicitations* | M-HePS Buyers who have issued 5 or more solicitations* | |||||
| *Mandatory after a HePS buyer has issued 5 solicitations. This is an advanced workshop and a working knowledge of HePS is necessary prior to taking the workshop. HePS 202 HePS 203 and HePS 233 replace HePS 200. HePS 233 is not mandatory for HePS buyers who have taken HePS 200, though it is recommended. |
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| HePS 277 | Line item awards in HePS | R-HePS buyers issuing solicitations with more than one line item | R-HePS buyers issuing solicitations with more than one line item | R-HePS Administrators/alternates | ||||
| HePS 278 | Split awards in HePS | R- HePS buyers issuing solicitations where a line item may be awarded to more than one vendor; HePS Administrators | R- HePS buyers issuing solicitations where a line item may be awarded to more than one vendor; HePS Administrators | R-HePS Administrators/alternates | ||||
| HePS 281 | Editing and Amending Awards in HePS | R-HePS buyers; HePS Administrators | R-HePS Buyers; HePS Administrators | R-HePS Administrators/alternates | ||||
| HePS 287 | Finding History in HePS | R-HePS Buyers | R-HePS Buyers | |||||
| HePS 295 | New Features in HePS | R-HePS Buyers | R-HePS Buyers | R-HePS Administrators/alternates | ||||
| HePS 301 | HePS Buyer training for Competitive Sealed Bids | M-HePS buyers utilizing Competitive Sealed Bidding (IFB) method of procurement on HePS | ||||||
| HePS 352 | For HePS Administrators - Pt 1 | M- HePS administrators and alternates* | ||||||
| HePS 354 | For HePS Administrators - Pt 2 | M- HePS administrators and alternates* | ||||||
| HePS 452 | For HePS Administrators -Pt 3 | M- HePS administrators and alternates* | ||||||
| HePS 454 | For HePS Administrators -Pt 4 | M- HePS administrators and alternates* | ||||||
| *Attend within 1 year of delegation. Sessions do not require sequential attendance. Each session is offered once/year; one per quarter. Part of each session is a quarterly meeting. | ||||||||
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