Presented By:Kathy Yarmey Tony DiTolve Office of Contract Administration

Professional Services Services provided by a licensed Professional within the scope of the practice of accounting, architecture, land surveying, landscape architecture, or Professional engineering and shall also include, but not be limited to, land surveyors, Geotechnical Engineers, interior design Services, and Soils Engineers. (HECOM Ch. 2) Construction-related Non-professional Services Any Services not specifically identified as Professional Services in the Procurement Rules definition of Professional Services that shall include, but not be limited to, cost consulting, Project management, Project administration, inspection/clerk of the Works, soils/materials testing and other Services which may be performed by either licensed or non-licensed Professionals and are construction-related.

Small Fee (<$10,000) 3 Phone Call ($10,000 <$50,000) Competitive Negotiation/RFQ & RFP ($50,000 ) Service Orders on Term Contracts Sole Source D&F

PM TO SUPPLYCONTRACT ADMIN. TO DO Proposal HECO-2.1a Review Create PO No formal Contract Time:1 day

PM TO SUPPLYCONTRACT ADMIN. TO DO Proposal HECO-2.1b No Fee Discussion Review Create Contract (HECO-3.2) Get Initials/Signatures Create PO Time: 2-4 weeks

PM TO SUPPLYCONTRACT ADMIN. TO DO RFQ* Screening & Selection Committees* RFP* MOU WO# * In conjunction with Architects Office, unless engineering project Place Advertisement Prepare Committee Selection Memos Distribute LOIs, RFPs & Proposals Prepare Screening Committee Selection Memos Congrats/Regret Letters Prepare Selection Committee Ranking Memo Time: 2-3 months

PM TO SUPPLYCONTRACT ADMIN. TO DO Proposal CO-2.3 WO# PIMS# PIMS Acct. Code # Review Create Service Order (HECO- 3.1a) Get Initials/Signatures Create PO Time: 2-4 weeks

PM TO SUPPLYCONTRACT ADMIN. TO DO Proposal CO-2.3 D&F PIMS# PIMS Acct. Code # MOU if $50,000 Review Create Contract (HECO-3) Get Initials/Signatures Create PO Time: 2-4 weeks