Training Materials and References

If you are downloading a reference to attend a workshop, check this website the day before the workshop as Training Materials/References may be updated up to the day before the workshop, as needed.

Training Materials and References

General Workshops
Includes Travel, pCard, Inventory, Cooperative Purchasing and Price/Vendor lists, Specifications, Insurance, Contract Administration, SPO website, Posting Awards, etc.

Procurement of Goods. Services, and Construction
Procurement of Health and Human Services
Hawaii eProcurement System - HePS

Workshop Number	Title	Date
General Workshops - Training Materials and References
SPO 122	Basics of Specifications/Scope of Work	08/12

SPO 127	Understanding, Detecting and Preventing Anti-trust Violations	06/13

SPO 128	Information Session on Hawaii Compliance Express (HCE)	05/13

SPO 135	Contract Administration	05/13
	Contract Administration Worksheet (.xls) Contract Administration Tickler (.xls) AG General Conditions (Forms AG-008) (click 'Internal forms' when you get to the webpage)	08/11 08/11
SPO 136	Contract Processing Requirements

SPO 137	Preparing Departmental Financial Statements in Accordance with Hawaii State Statute

SPO 140	Overview of the SPO Website and Reporting/Posting Procurement Notices, Awards and Solicitations (PANS)	03/13
	Reporting Awards Guide - Part 1 - Goods, Services and Construction (HRS 103D) Reporting Awards Guide - Part 2 - Health and Human Services (HRS103F) Reporting Awards Guide - Part 3 Posting Professional Services Awards Quick Reference Pursuant to HRS §103D-304 Procurement Notices for Solicitations Quick Reference
SPO 141	Reporting/ Posting Awards	10/12
	Reporting Awards Guide - Part 1 - Goods, Services and Construction (HRS 103D) Reporting Awards Guide - Part 2 - Health and Human Services (HRS103F) Reporting Awards Guide - Part 3 Quick Reference - Posting Professional Services Awards Quick Reference Pursuant to HRS §103D-304 PANS Forms
SPO 150	Insurance Requirements for Contracts	06/13 (rev 6/12/13)
	Certificates of Insurance - Required Elements Certificate of Liability Insurance Sample Recommended Insurance Acord Certificate of Insurance Forms 25_25S
SPO 155	Intra and Out-of-State Travel Procedures	03/13
	Travel Time Off fillable Statement of Completed Travel - Sample
SPO 160	Inventory Management	01/13
	Inventory Manual Inventory Forms
SPO 171	Overview of Property Loss, Auto Accident and Tort Claims

SPO 175	pCard Overview and Updates	03/04/13

SPO 176	pCard Program Changes and Update	07/27/12
	FHB pCard Changes
SPO 180	Personnel Services Contracting	10/12
	D HRD PSC Memos Employer Employee d-40 PSC Agreement d-45
SPO 190	SPO Price and Vendor Lists/Cooperative Contracts	05/13	UPDATED
	Sample CPA	01/13

SPO 195	Surplus Property	03/11
Goods, Services and Construction Training materials and References
SPO 100	Competitive Sealed Bidding Part 1	06/13	UPDATED
	Competitive Sealed Bidding Part 2	06/13	UPDATED
SPO 105	Competitive Sealed Proposals - Part 1 RFP Checklist RFP Template General Provisions	05/13
	Competitive Sealed Proposals - Part 2 Form SPO-044 Evaluation Committee Member Qualifications Form SPO-024 Attestation Serving on an Evaluation, Review or Selection Committee Debrief PC 2012-03, Amendment 1 Instructions	05/13
SPO 110	Emergency and Sole Source Procurement	03/04/13

SPO 115	Professional Services Procurements	06/13
	Form SPO-024 Attestation Serving on an Evaluation, Review or Selection Committee
SPO 120	Small Purchases Method of Procurement	10/12
	Sample Awards Summary Report Form SPO-010 Record of Procurement Procurement Circular 2012-04 Instructions for Small Purchases
SPO 122	Basics of Writing Specifications/Scope of Work	8/12

SPO 125	Exemptions from HRS 103D	11/12

SPO 126	Procurement Code of Ethics and Compliance	01/13
	Form SPO-016 Report of Procurement Violation: Findings and Corrective Action and/or Request for After-the-Fact Payment
SPO 130	Construction Procurements	02/13
	Act 17 - Apprenticeship	02/13
SPO 145	Green Purchasing	12/12
	Environmental Product Guide for Hawaii 2011 (Guide is FYI...don't need to print it out.)
SPO 170	Overview of Procurement Practices	12/12

SPO 185	Prevailing Wage, Certified Payroll & Contracting Agency Responsibilities	03/13
	Wage Rates (NEW!) Apprentice Schedule Flow Chart WSD Surveyors WSD Flaggers Equipment Operator Groups Notice to Work eH104-3
	See Also General Workshop Training Materials and References
Health and Human Services
SPO 200	Basics of Procuring Health & Human Services	05/13
	Flowcharts

SPO 205	Planning, Using the Requests for Information (RFI) and Collaboration for Health & Human Services	05/13

SPO 210	Treatment, Restrictive Crisis and Small Purchases of Service and Exemptions from HRS 103F Training Reference	05/13

SPO 215	Request for Proposal Process for Health and Human Services	06/13
	Competitive Method of Procurement Quick Reference Competitive Method of Procurement Flowchart (rev 4/13) RFP Template (revised 8/12)
SPO 220	Evaluating Proposals for an RFP for Health & Human Services	03/13
	Evaluator Training Agenda - Sample
SPO 225	RFPs: Getting From a Notice of Award to An Executed Contract for Health & Human Services	03/13
	Document Checklist for Contract Payments
SPO 230	The SPO Website for Planning, Procuring and Contracting Health & Human Services	04/13

SPO 235	Overview of Procurement of Health & Human Services

HePS - Hawaii eProcurement System - Training Materials and References
	For most HePS workshops it is helpful to also have the following handy: HePS Small Purchase Request for Quotation Reference Guide for Buyers (3 mb) HePS Buyer Reference for Competitive Sealed Bid (IFBs) (3.2 mb) Award Summary Report Sample HePS Terminology HePS User Responsibilities- RFQ HePS User Responsibilities - IFBs	06/09 06/09 06/11 04/10 09/11
HePS 100	Basic Buyer Training - Part 1	10/12
	Procurement Code of Ethics HePS User Responsibilities- RFQ HePS Request for Quotation Reference Guide for Buyers HePS Terminology Sample Award Summary Report Basic Buyer Training - Part 2 Basic Buyer Training - Part 3	10/12 11/12
HePS 123	HePS for Fiscal Staff	11/11
	Award Summary Report Sample HePS Terminology	06/11
HePS 134	HePS for Supervisors	07/12
	Procurement Circular 2012-04 Instructions for Small Purchases Award Summary Report Sample HePS Terminology	06/11
HePS 147	Understanding HePS	01/12
	Award Summary Report Sample HePS Terminology	06/11
HePS 202	Beyond Buyer Basics	11/12
	Procurement Code of Ethics HePS User Responsibilities- RFQ HePS Terminology HePS Small Purchase Request for Quotation Reference Guide for Buyers	06/11
HePS 203	Researching in HePS: Doing Your Homework	09/12
	How Do I Check the approvals my solicitations/notices of award are subject to? How Do I Check the progress of my solicitation/award in Approval Routing? How Do I Find Awards in HePS? How Do I find Attachments After Award in HePS?	08/11
HePS 204	Understanding Approvals In HePS	08/12
	How Do I Track My Solicitations or Notices of Award in Approval on HePS? HePS Terminology	06/11
HePS 205	For Approvers: Basic, Refresher and Beyond	9/12
	HePS Reference for Approvers HePS Terminology Award Summary Report Sample
HePS 233	Cancelling Solicitations and Awards in HePS	08/12
	How Do I Cancel a Solicitation on the Internet? How Do I Cancel a Solicitation that has Closed and is Awaiting Award? How Do I Cancel an Award?
HePS 277	Line Item Awards in HePS
	HePS Terminology How Do I Create a Line Item Award in HePS?	06/11
HePS 278	Split Awards in HePS	06/11
	How Do I Create a Split Award in HePS? Sample Offer Form - 1 Lot (MS Excel format) Sample Offer Form - Multiple Lots (MS Excel format) HePS Terminology	06/11
HePS 281	Editing and Amending Awards in HePS	10/12
	How Do I find Awards in HePS? How Do I create a change order/award amendment?
HePS 287	Finding History in HePS	06/11
	How Do I Find Awards in HePS? How Do I find Attachments After Award in HePS? HePS Terminology	06/11
HePS 301	Buyer Training for Competitive Sealed Bids (IFBs)	08/12
	HePS Buyer Reference for Competitive Sealed Bids (IFBs) (3.2 MB) HePS User Responsibilities - IFB HePS Terminology	06/09
For HePS Administrators	HePS Administrator Training References and Materials	02/12

Training References and Materials:

General Workshops
Goods, Services and Construction
Health and Human Services
HePS

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Training Materials and References

General Workshops - Training Materials and References

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Health and Human Services

HePS - Hawaii eProcurement System - Training Materials and References