Workshop Descriptions
Training Info
Training Schedule and Registration
Workshop Descriptions for:
- General Workshops
- Goods, Services and Construction
- Health and Human Services
- Hawaii eProcurement System (HePS)
Workshop Descriptions - General Workshops
| Workshop Number | Title | Description |
Session Length | Prerequisites |
|---|---|---|---|---|
| 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. | 2 | |
| SPO 127 | Understanding, Detecting and Preventing Anti-Trust 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. | 1 | |
| SPO 128 | Information Session on Hawaii Compliance Express (HCE) | Hawaii Compliance Express (HCE) is an electronic system that allows vendors doing business with State or County agencies to quickly and easily obtain proof that they are compliant with applicable laws. The HCE certificate of vendor compliance is used to meet the requirements of HRS §103D-310(c) and HAR §3-122-112. This informational session is intended for State and County procurement personnel and will include topics such as: creating an account/registering as a buyer, navigating the system/checking vendor compliance, and understanding various compliance statuses. | 1 | |
| 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. | 2 | |
| SPO 136 | Contract Processing Requirements | DAGS, Accounting Division conducts this workshop. An overview of requirements when ‘packaging’ or submitting a contract for certification and encumbrance, common errors in a pre-audited contract, requirements of multi-term contracts, forms used to accompany the contract package (i.e. transmittal C-40, A-47, C-41). Workshop discusses the documents and approvals required when submitting payment requests for travel. | 1 | |
| SPO 137 | Preparing Departmental Financial Statements in Accordance with Hawaii Revised Statutes | DAGS, Accounting Division, conducts this workshop. Provides information on the State’s accounting system and accounting records, which are maintained in accordance with the budgetary control basis of accounting. Attendees will be provided an overview of how to prepare department financial statements in accordance with Hawaii State statutes to meet State’s financial reporting requirements and management needs. To benefit from this workshop, attendees should already be familiar with DATA MART and MS Excel spreadsheet software. | 1 | |
| SPO 140 | Overview of the SPO Website and Posting Procurement Awards, Notices and Solicitations (PANS) |
This workshop is designed for state procurement personnel who conduct/assist with procurement, are delegated to post/report procurement notices, or are interested in learning about information/resources available on the SPO website. The workshop provides an overview of the SPO website and procedures for reporting/posting procurement awards, notices and solicitations (PANS). It includes a demonstration of the new/rebuilt portions of the website, procurement information available on the SPO website for both government employees and the public (data, manuals, training references, etc.) For reporting/posting procurement awards, notices and solicitations (PANS) includes requirements such as when and where and to report/post and view information. As time permits, a brief overview of Hawaii Compliance Express (HCE) is also provided. | 1.75 | |
| SPO 141 | Reporting/Posting Awards | This workshop is designed for personnel responsible for reporting and posting awards and Accounts Managers and covers information and demonstration of reporting/posting awards on the SPO Awards website. Includes: the logistics/mechanics of posting, review of the data fields, awards data entry form, awards that shall be reported, timelines for reporting, common mistakes. Workshop is recommended for personnel assigned user accounts for reporting/posting awards, Accounts Managers for posting Procurement Awards, Notices and Solicitations (PANS), and procurement personnel responsible for providing award information for reporting/posting. | 1.5 | |
| 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. | 3 | |
| 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. | 1.5 | |
| 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. | 2 | |
| SPO 171 | Overview of Property Loss, Auto Accident and Tort Claims | DAGS, Risk Management conducts this workshop. Provides an overview of the Statewide insurance program and the claim procedures for property losses, auto accidents and tort claims. Presents an overview of the information available at the Program’s internet site at http://hawaii.gov/dags/rmo. | 2.5 | |
| SPO 175 | pCard Overview and Updates | An overview of the pCard Program and procedures, including cardholder responsibilities, restricted purchases and blocked merchant category codes, dispute procedures, emergency pCard program, and security measures. Also includes program updates, future enhancements, and required procurement training classes. This workshop is intended to supplement departmental required training on pCard Program policies & procedures. | 1.5 | |
| SPO 176 | pCard Program Updates | Program updates are shared on pCard statistics, including total number of transactions, pCard expenditures, and rebates for previous fiscal year. Learn about CentreSuite updates for a more effective administration of departmental accounts. Topics will include a review of the dispute process, Form SPO-035, HCE Compliance, pCard fraud & abuse, deactivation of cards, and pCard administrator delegation. This workshop is held on as needed basis and agenda subject to change. | 1.5 | |
| SPO 180 | Personal Services Contracting | DAGS, Audit Division, conducts this workshop. Provide an understanding for contracting personal services, and efficiently implement the procedures of the Personal Services Contractor Manual; including highlights: Understand DHRD’s pre-approval requirements for required services;·Understand B&F’s pre-approval considerations for required services; Understand DAGS’ employer-employee evaluation; Overview of SPO’s procurement process used with personal services; Application of DAGS’ contractor or payroll payment requirements. | 1.5 | |
| 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. | 1.5 | |
| SPO 195 | Surplus Property | View how to access current listing of surplus items available on the SPO website, hear the details on the process to obtain state and federal surplus property, including used vehicles from the Federal General Services Administration (GSA) Fleet Management program, and understand how surplus property is obtained, screened, stored, managed and made available to eligible ‘donees’. Walk through the Surplus Management Program warehouse facilities to view various surplus items available for reutilization by your program operations. (For Oahu only, workshop is held at the DAGS Surplus Management Program warehouse located in Mapunapuna) | 1 | |
| SPO 500 | Open Forum: HRS Chapters 103D and 103F | The informal session provides an opportunity for state and county personnel conducting procurements to ask questions, share experiences/lessons learned, discuss procurement issues, and to network. Open discussion on procurement issues/topics, i.e., SPO circulars, procedures, price and vendor lists contracts, Western States Contracting Alliance (WSCA), pCard program, Hawaii e-Procurement System (HePs), purchases of health and human services (HHS). Suggestions and feedback are welcome. State Procurement Office personnel will be available to respond to inquiries. | as needed | |
Goods, Services and Construction - Workshop Descriptions |
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| Workshop Number |
Title | Description | Session Length (Hours) |
Prerequisites |
| SPO 100 | Competitive Sealed Bidding | An overview of the different segments of the CSB process, also known as Inviation 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 HePS. | 3.5 | |
| SPO 105 | 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. 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. | 3 | |
| 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, | 1 | |
| SPO 115 | Professional Services | 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 HePS | 1 | |
| SPO 120 | Small Purchases Method of Procurement | 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 HePS. | 3.5 | |
| SPO 122 | Basics of Writing Specifications/Scope of Work | Learn the basics of writing specifications and scope of work for purchases of goods, 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 to writing thorough, clear/concise specifications/scope of work that apply to all methods of procureme | 2 | |
| 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 | |
| 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. | 1 | |
| SPO 130 | Construction Procurements | DAGS, Public Works Division, conducts this workshop. An overview of construction procurement, contract standard terms and conditions used. Attendees may ask questions relating to an agency’s constructio | 2.5 | |
| 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. | 2 | |
| SPO 170 | Overview of Procurement Practices HRS Chapter 103D |
Covers a brief review of the history and background of the procurement code, chief procurement officer (CPO) organization, procurement delegations, procurement methods, SPO price and vendor list contracts, procurement circulars, procurement directives, electronic postings, and view applicable webpages. Time allocated for open discussion and questions. | 2.5 | |
| 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. | 3 | |
Health and Human Services - Workshop Descriptions |
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| Workshop Number |
Title | Description | Session Length (Hours) |
Prerequisites |
| SPO 200 | Basics of Procuring Health and Human Services |
An overview of HRS Chapter 103F, Purchases of Health and Human Services, and its administrative rules. Includes background information, what makes it different from purchases of goods, services, and construction (HRS Chapter 103D), the five methods of procurement, the conditions under which they apply, considerations when apply for federal grants with regard to procurement, understanding when requests for exemption are appropriate, posting of procurement awards, notices and solicitations (PANS), and the SPO website. |
2.5 | |
| SPO 205 | Planning, Using the Request for Information (RFI), and Collaboration for Health & 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 | 1 | |
| 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 | 1.5 | |
| SPO 215 | Request for Proposals (RFP) Process for Health & 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 | 2.5 | |
| SPO 220 | Evaluating Proposals for an RFP 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 | 1.5 | SPO 215 |
| SPO 225 | RFPs: Getting from a Notice of Award to an Executed Contract for Health & 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. |
2 | SPO 220 |
| SPO 230 | The SPO Website for Planning, Procuring and Contracting for Health & Human Services |
Review of the SPO website, how to locate information, and posting requirements. Includes PANS, the Procurement Awards (also known as known as contracts database), Notices of Procurement Solicitations and Solicitations (request for proposals (RFP) website), Hawaii Compliance Express (HCE) and the Hawaii eProcurement System (HePS). | 2 | |
| POST 299 | POST (State Purchase of Service Team) for Health & Human Services | POST is comprised of interested procurement staff from all State departments that purchase health and human services. This is an informal session providing an opportunity for state personnel conducting procurements to ask questions, share experiences/ lessons learned, discuss procurement issues, and to network. Open discussion on procurement issues/topics, i.e., SPO circulars, procedures, and procurements | ||
HePS - Hawaii eProcurement System - Workshop Descriptions |
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| HePS 100 | HePS Basic Buyer Training | Conducted as a webinar in 3 sections. Attendees must attend all 3 sessions to be credited with taking this workshop. Upon completion, buyer will be able to conduct Small Purchase Request for Quotes on HePS (eRFQ) providing all other requirements are met. Section 1 includes: an overview of HePS and eProcurement; requirements buyers must meet before conducting procurement on HePS; creation of requisition and solicitation: commodity codes, description/specifications; unit of measure and quantity, delivery or start and end of contract; estimated price; uploading attachments; submittal due date; standard and optional instructions; types of release to vendors; question and answer section; pre-bid conference section; release of solicitation; solicitation addenda will be included time permitting. Section 2 includes addenda/amendments to the solicitation; award notice; standard and option instructions for award notice; checking compliance through HePS; award summary report; history of awards. Section 3 includes: searching for commodity codes, searching for vendors; searching awards. There is homework after each section. |
2 (pt 1) 1.5 |
SPO 120; Basic computer skills (including browser/web)*; Dept./CPO Jurisdiction HePS Administrator Approval |
| HePS 110 | HePS Open Session: Help Clinic | An open-house session for HePS buyers and approvers and for hands-on help with specific issues. There is no agenda for this session. Bring your solicitation information and questions. This workshop is offered as needed. | 2 | |
| HePS 123 | HePS for Fiscal Staff | Designed for state personnel who review, approve or process payments for HePS awards and other interested government personnel. Includes an overview of HePS, advantages and differences in eProcurement (as opposed to a paper process); how documentation is generated; the kinds of documentation available; detailed explanation of the Award Summary Report and appropriate documentation for small purchases and competitive sealed bids. Views and explanations of the solicitation, abstract and notice of award will also be demonstrate | 1.5 | |
| HePS 134 | HePS for Supervisors | Designed for supervisors and administrators who supervise staff using HePS. Includes an overview of HePS, advantages and differences in eProcurement (as opposed to a paper process); how HePS documentation is generated; the kinds of documentation available; the roles in HePS and effective use of approvers. Lastly, and most importantly, this workshop provides an overview of reports that may be generated by the system administrator, how to utilize reports to monitor/control spending, improve procurement efficiency and compliance with statutes and rules. | 1.75 | |
| HePS 147 | Understanding HePS | Designed for HePS approvers, procurement and other and staff who provide HePS buyers with requests for goods/services, support, review, approval or assistance, or staff identified as the contact person for a HePS solicitation. Includes an overview of HePS functions: requisition, solicitation, addenda, notice of award; the input forms and required fields buyer must complete including: commodity category codes, unit of measure and quantity, delivery date or contract term dates, specifications, question and answer and pre-bid conference sections; interface with procurement notices website. Also provides a brief demonstration of how vendors view solicitations and respond. | 1.75 | |
| HePS 202 | Beyond Buyer Basics | Designed for buyers who have utilized HePS, have a basic understanding of its use and are ready to learn more advanced features. Topics will include: understanding commodity codes, using the Pre-Bid Conference, using Vendor Questions and Answers, brief overview of approval routes, when to use more than one line item, intent to award, a brief review of awarding a single line item, awarding multiple line items to a single vendor, finding documents and awards. Not recommended for buyers who have never conducted a HePS solicitation. | 1.5 | HePS 100; and issued 2 HePS solicitations |
| HePS 203 | Researching in HePS: Doing your Homework | Review of research to be done before issuing a solicitation, while a solicitation is on the internet and upon awarding in HePS: finding commodity codes, searching for vendors; finding documents (requisitions, solicitations and awards); reviewing the notepad, finding file attachments uploaded by vendors; finding attachments uploaded by buyers; and checking compliance at time of award. | 1 | HePS 100 |
| HePS 204 | Understanding Approvals in HePS | Designed for personnel who supervise HePS Buyers/Approvers or have oversight responsibility for procurements conducted on HePS; assist in procuring goods, services or construction; or are HePS Buyers or Approvers; or state personnel with a desire to learn more about HePS and the approval function, or are HePS Administrators. Presents an overview of how approvals work in HePS so that supervisory staff may better plan to use HePS approval routing to the best advantage of their department, division, office, etc. and helps buyers and approvers have a better understanding of how approvals work so they may be more efficient, effective and expeditious in HePS procurements. Includes: an overview of how approval routes are created and criteria included in developing approval routing; the approvals manager function; how buyers and approvers may view their approval routes prior to issuing a procurement, track approvals that are en route; how to find and manage rejected/disapproved solicitations or awards; Also includes how to view current solicitations on the internet as vendors see them | 1 | |
| HePS 205 | For Approvers: Basics, Refresher and Beyond | Designed for personnel who will be approving HePS solicitations in the system, this workshop provides the basics of using HePS for approvals. It includes a brief overview of approval routes;how they work; the procedures/mechanics of approving or rejecting a solicitation or award, routes with more than one approval; areas to emphasize in your review; finding the routes in which you have approval responsibilities; lessons learned and recent updates, if any.There will be time for questions and answers. Note: This workshop is required for HePS approvers who have not taken HePS 205 or who need a refresher | 1.5 | |
| HePS 233 | Cancelling Solicitations and Awards | Designed for state personnel who have written procurement delegation authority for any method of procurement, and are HePS Buyers; or are HePS Administrators. Staff who supervise HePS buyers or have oversight responsibility for procurements conducted on HePS may also attend. Included are: brief overview of considerations in deciding to cancel and when; how to cancel solicitations that on the internet, or have already closed but have not been awarded; cancelling awards; cancelling awards and awarding to another vendor; cancelling solicitations that have not been released and are in "New" "In Work," and "On Hold." Also includes how to review the history of cancelled/deleted solicitations and award | 1 | HePS 100 |
| HePS 277 | Line Items Awards in HePS | This workshop is designed for HePS buyers who have completed at least 2 solicitations in HePS and for HePS Administrators. HePS Approvers may also attend. This workshop provides the basics of awarding by line item when there are several line items in a solicitation. It includes the mechanics of organizing solicitation line items and unit(s) of measure; abstract and views for documentation required for award; awarding more than one line item to a single vendor; views of the abstract as line items have been awarded; competition comments; and review for compliance. There will be time for questions and answers. | 1.5 | HePS 100 or HePS 205 |
| HePS 278 | Split Awards in HePS | Designed for HePS buyers who have completed at least 2 HePS solicitations and for HePS Administrators (Approvers may also attend) this workshop provides the basics of splitting award. That is, awarding a HePS line item to more than one vendor. This is sometimes used when the unit of measure for the line item is one lot and items in the lot may be awarded to different vendors as stated in the solicitation. Includes the mechanics of splitting an award, how to format your solicitation to use this function; pros and cons of using split awards and other ways to format a solicitation; views of the abstracts as awards are made; documentation/justification to include that is not visible in HePS; competition comments and review for compliance. There will be time for questions and answers | 1 | HePS 100 or HePS 205 |
| HePS 281 | Editing and Amending Awards in HePS |
Designed for HePS buyers who have taken HePS 100 and issued at least 2 HePS solicitations, the workshop provides a review of actions to amend or edit a HePS award both before issuing notice of award or after to amend an award/contract (change orders/amendments/extensions, etc.) Included are: modifying the quantity; adding/deleting/modifying line items; creation of 'change orders', amendments, supplemental agreements, and extensions.Covers the importance of entering changes in funding correctly and proper documentation for accountability. Also includes how to review history of amendments/change orders/supplemental agreements. If you have not logged into HePS for more than 12 months, you should take HePS 100 before taking this workshop | 1 | HePS 100 |
| HePS 287 | Finding History in HePS | Designed for HePS buyers and HePS Administrators, this workshop provides the basics of finding history of awards/solicitations and their details in HePS.The workshop includes: award history listing, search system functions, following links, finding attachments, Award Summary Report, abstract history and certificate of compliance. Approvers and supervisory staff with oversight responsibilities for HePS procurements may also attend. | 1.25 | |
| HePS 295 | New Features in HePS | This workshop, designed for HePS buyers and Department/Jurisdiction HePS administrators, is offered when there are major upgrades/enhancements to HePS and reviews the new/improved features in in HePS. Offered as needed. | as needed | |
| HePS 301 | HePS Buyer Training for Competitive Sealed Bids | Designed for buyers who have taken HePS 100 and will be issuing competitive sealed bids/IFBs on HePS and HePs Administrators , the workshop will focus on the differences in the mechanics of issuing an IFB (eIFB/eRFB) on HePS as opposed to issuing a HePS small purchase request for quote (eRFQ). Note: You must have knowledge of the competitive sealed bid process prior to taking this workshop and have taken SPO 100 Competitive Sealed Bidding. The HePS functions specific to issuing an IFB on HePS will be taught. This is not a review on how to enter soliciations on HePS. As time allows, the functions specific to RFPs will be demonstrated | 1.5 | |
| HePS 352 | For HePS Administrators - Pt 1 | The For HePS Administrator series, is designed for Department/CPO Jurisdiction HePS administrators and their alternates. Each session consists of 2 parts and may be adjusted as needed:one part will be training or review, while the second part will be a meeting/discussion format for issues suggested by HePS administrators, updates on changes; issues/problems, best practices, or suggestions to help Administrators manage HePS in the most efficient manner. Training/review on some of the more complex procedures may be offered more than once per year as needed In Part 1, training/review will include: HePS administrator responsibilities, establishing, modifying and de-activating user accounts, adding, modifying, de-activating delivery and billing points; the user report; quick overview of approvals and approval routing. Depending on need, some sessions may not take the full 1.5 hours | 1.5 | |
| HePS 354 | For HePS Admnistrators - Part 2 | Designed only for Dept. and CPO Jurisdiction HePS administrators and their alternates, these webinars, held quarterly, will include 2 parts: training/review and a meeting. Included will be training, review, reminders and a forum for questions, problems, best practices, etc. Training/review will include: a more in-depth review of approval routing; quick review of creating and de-activating alternates for buyers and approvers; review of the following reports: user, solicitation, on internet and award; common problems buyers have. If you have questions or topics you would like included, let us know by contacting the SPO HePS support staff: mara.smith@hawaii.gov, bonnie.a.kahakui@hawaii.gov, wendy.mo.ebisui@hawaii.gov. | 1.5 | |
| HePS 452 | For HePS Administrators - Part 3 | Designed only for Dept. and CPO Jurisdiction HePS administrators and their alternates these webinars, held quarterly, will include two parts, training and a quarterly meeting. Included will be training, review, reminders and a forum for questions, problems, best practices, etc. Training/review will include: Reviewing 'on internet' solicitations for potential problems; closer review of the awards report; common problems; advanced features in HePS; assessing user configuration. If you have questions or topics you would like included, let us know by contacting the SPO HePS support staff: mara.smith@hawaii.gov, bonnie.a.kahakui@hawaii.gov, wendy.mo.ebisui@hawaii.gov. | 1.5 | |
| HePS 454 | For HePS Administrators - Part 4 | Designed only for Dept. and CPO Jurisdiction HePS administrators and their alternates these webinars, held approximately every other month, will include training, review, reminders and a forum for questions, problems, best practices, etc. Training/review will include: reviewing’ on interne’t solicitations for potential problems; closer review of the awards report; common problems; advanced features in HePS; assessing user configuration. If you have questions or topics you would like included, let us know by contacting the SPO HePS support staff: mara.smith@hawaii.gov, bonnie.a.kahakui@hawaii.gov, wendy.mo.ebisui@hawaii.gov. | 1.5 | |
| Note: HePS 456 is deleted | ||||
Workshop Descriptions for:
- General SPO Workshops
- Goods, Services and Construction SPO Workshops
- Health and Human Services SPO Workshops
- HePS- Hawaii eProcurement System SPO Workshops
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Training for State and County Procurement Personnel
State and County Personnel Manual: Procurement, pCard, Travel, Inventory Management
