Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

Oregon Procurement Basic

Certification Study Guide

Provided by DAS PS Training

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

Getting Started

The OPBC certification program is designed to provide the Oregon Public Procurement Professional with the

knowledge, skills and abilities necessary to conduct procurements with the following characteristics:

 Simple or routine solicitations

 Simple or routine contract administration

 Templated contracts

 Amendments for time and dollars

 Minimal risk: visibility or multiple factors

 Simple analysis, planning, problem spotting, unknowns, changes, and conflicts

Tips on taking the Test

 Review the contents of this guide, starting with the Knowledge, Skill, Ability (KSA) statement(s). These

are from the Oregon Procurement Body of Knowledge (OPBoK) and are your key to “What do I need to

know” for certification.

 The OPBoK serves as the outline for the content of the certification exams, the OPBoK also serves as an

excellent guidance document for choosing appropriate education and exam preparation activities.

 The first step in any preparation process is to first review the current OPBoK and assess

personal areas of strength and weakness.

 Exam questions are designed to test you on the OPBoK as it relates to the role of a

procurement professional.

 The exam consists primarily of recall questions with a few situational questions.

 Recall questions simply ask a candidate to recall a simple fact or piece of knowledge such as a

definition.

 Exam questions are derived from the references which speak to the Knowledge, Skill, Ability (KSA)

statement(s) from the OPBoK. This guide relies on 4 in particular:

 Oregon Revised Statute (ORS)

 Oregon Administrative Rule (OAR) – OAR 125 is the primary one

 Oregon Procurement Manual (OPM)

 DAS PS training

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

 Keep in mind that the certification test is based on a broad body of knowledge in the field of Oregon

public procurement, representing a variety of positions within the profession. You may be an expert in

your specific job role, but you should consider all other positions that are included in the profession

when preparing for testing.

 Approach the certification exam and respond to questions based on procurement practices as

addressed in the references and NOT respond to questions based on “how things are done” at your

current government entity, which may or may not be in accordance with the stated reference material.

 If possible, study with someone else who will be taking the test. 3 to 4 people is best to keep the focus

and prevent slippage into personal conversations.

 Try to study where you will not be distracted frequently.

 Get a good night of sleep the night before the exam.

 If you are ill – do not take the exam, ask to be rescheduled.

 Eat breakfast or lunch – but do not eat a huge fatty meal that diverts the body’s energy to the stomach

for digestion. Eat simple foods and do not take in too much caffeine.

 Relax before the test – take several deep breaths with your eyes closed and exhale slowly. Tension

causes a restriction of blood to the brain – this replaces lost oxygen and helps you think more clearly.

 Remember:

 Glasses

 A watch

 Turn OFF cell phones etc.

Using the Study Guide

The study guide breaks down each OPBoK element into the KSAs (Knowledge, Skill, and Ability), ORS, OAR

Chapter 125, Oregon Procurement Manual (OPM), and training class that refer to the listed OPBoK element

and form the basis for the exam questions. Essentially, this is what will be on the exam.

 The Knowledge, Skill, Ability element(s)

Ex. 01-01-01-01 Initiate a requisition for needed goods or services.

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

 The ORS citation – The ORS citation(s) that relate(s) to the KSA. You can view the by opening

the ORS and performing a word search. For this example I used the word "Requisition". See DAS

PS Procurement Rules in iLearn for how to search.

 The OAR citation - The OAR Chapter 125 citation(s) that relate(s) to the KSA. You get this by

opening the OAR and performing a word search. For this example I used the word

"Requisition".

 The Oregon Procurement Manual (OPM) citation link

 The DAS PS learning event where the element is discussed

Taking The Test

 Read the test before putting pencil to paper

 Read each question carefully

 Skip questions that puzzle you and move on – answer them at the end

 Beware of answering always or never – those are almost always the wrong answers

 There is no one letter (a b c d) that is most often the right answer

 Your first pick of an answer is usually correct

 Try to eliminate two answers as wrong first, then select the answer that is most true as the correct

response from the remaining two

 Read every answer even if you think you have spotted the right answer at first glance!!!

 Use the rest of the test as a tool – there may be hints as to the correct answer someplace else in the

test

 The test consist of 100 multiple-choice, True/False questions covering the Basic certification level

Knowledge, Skills and Abilities (KSA) identified in the Oregon Procurement Body of Knowledge

(OPBoK).

 For multiple-choice questions, you will be presented with four (4) options of which only one option is

correct.

 You will be afforded a total of 3.0 hours in which to complete the 100-question test.

 Candidates who do not finish the exam in the allotted 3.0 hours will not be given a refund.

 Read each question carefully, we’re not trying to be tricky

 For fill-in multiple choice, fill-in each answer choice to see which makes the statement true

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

 Passing is 80% correct (You can miss 20)

What to Bring to the Exam

 You are advised to limit the number of personal items brought into the center. You may, and are

encouraged to bring:

 Hydration

 Snacks

 Sweater or jacket, we don’t have control over the room environment

 Everything necessary to complete the exam will be given to you at the exam

After the test

 Post-exam we will evaluate test taker scores to ensure the validity of each exam question. Questions

which exceed a preset standard for error will be reviewed and a decision made whether to include the

question in the final tabulation of results.

 Those who do not achieve a passing score will be notified of his/her score and will receive a diagnostic

report showing their performance in each of the 37 question groups that comprise the exam.

The test results are valid for five (5) years at which time you will be required to retake the exam in order to

maintain valid exam result.

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

OPBoK Element Study References

Knowledge, Skill, Ability

01-01-01-01 Initiate a requisition for needed goods or services.

ORS

279A.140 State procurement of goods and services; rules

OAR

OPM

https://www.oregon.gov/das/Procurement/Pages/ReqstSvcs.aspx

Learning Event

DAS PS - Principles of Public Procurement WEBINAR

DAS PS - Principles of Public Procurement IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) WEBINAR

Additional resources

Knowledge, Skill, Ability

01-01-01-02 List and briefly describe the different types of goods and services

ORS

279A.010 Definitions for Public Contracting Code

279A.020 Organization of Public Contracting Code

279A.050 Procurement authority

279A.055 Personal services contracts

279A.070 Rules

279A.100 Affirmative action; limited competition permitted

279A.120 Preference for Oregon goods and services; nonresident bidders

279A.125 Preference for recycled materials

279A.128 Preference for goods fabricated or processed within state or services performed within state

279A.140 State procurement of goods and services

279A.150 Procurement of goods containing recycled polyethylene material

279A.157 State contracting agency use of contract form, contract template or solicitation template;

exceptions and exemptions; rules

279B.025 Procurement practices regarding recyclable and reusable goods.

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

279B.030 Demonstration that procurement will cost less than performing service with contracting agency’s

own personnel and resources or that performing service is not feasible; exemptions; analysis for

procurement related to information technology; rules

279B.040 Prohibition on accepting bid or proposal from contractor that advised or assisted contracting

agency to develop specifications or solicitation documents; exceptions

279B.055 Competitive sealed bidding

279B.060 Competitive sealed proposals

279B.075 Sole-source procurements

279B.115 Qualified products lists

279B.200 Definitions for ORS 279B.200 to 279B.240.

279B.215 Brand name or equal specification; brand name specification

279B.270 State contracting agencies to use recovered resources and recycled materials; notice to

prospective contractors

279C.100 Definitions for ORS 279C.100 to 279C.125

279C.115 Direct contracts for services of consultants

279C.120 Selection procedure for related services

279C.320 Contracts for construction other than public improvements

OAR 125

125-246-0100

Application; Commentary; Federal Law Prevails

125-246-0110

Definitions

125-246-0120

Policies

125-246-0321

Recycling Policy

125-246-0322

Preference for Recycled Materials

125-246-0800

Selling or Leasing Supplies and Services; Policy; Applicability; Methods

125-247-0110

Feasibility Determination, Cost Analysis and Department Report

125-247-0165

Practices Regarding Electronic Goods Procurement

125-247-0170

Life Cycle Costing

125-247-0275

Sole-Source Procurements

125-247-0600

Offer Evaluation and Award

125-247-0691

Offer Evaluation and Award

125-247-0110

Feasibility Determination, Cost Analysis and Department Report

OPM

Requesting procurement services

Learning Event

DAS PS - Principles of Public Procurement WEBINAR

DAS PS - Principles of Public Procurement IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) WEBINAR

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

Additional resources

Knowledge, Skill, Ability

01-02-01-01 Explain the hierarchy of laws, rules and policies.

01-02-01-02 Identify and interpret the key statutes and rules governing procurements for agencies under

DAS procurement authority

01-02-01-03 Cite the Oregon Revised Statutes (ORS) and Administrative Rules (OAR) correctly.

ORS

279A.010 Definitions for Public Contracting Code

279A.015 Policy

279A.020 Organization of Public Contracting Code

279A.025 Application of Public Contracting Code

279A.030 Federal law prevails in case of conflict

279A.065 Model rules generally; applicability to contracting agencies.

OAR 125

125-246-0100

Application; Commentary; Federal Law Prevails

125-247-0010

Policies

125-247-0100

Applicability

125-248-0100

Application

125-249-0100

Application; Federal Override; Effective Date

125-249-0110

Policies

OPM

Learning Event

DAS PS Procurement Rules

DAS PS - Principles of Public Procurement IN CLASS

DAS PS - Principles of Public Procurement WEBINAR

Uniform Commercial Code - Articles adopted by Oregon

State of Oregon law library

Oregon Constitution

2018 summary of rule changes

Oregon Laws

Additional resources

Knowledge, Skill, Ability

01-02-02-01 Locate and search applicable Statutes and Rules to determine procurement authority.

01-02-02-02 Describe procurement authority delegation and application

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

ORS

279A.010 Definitions for Public Contracting Code

279A.025 Application of Public Contracting Code

279A.050 Procurement authority.

279A.055 Personal services contracts

279A.060 Local contract review boards

279A.065 Model rules generally; applicability to contracting agencies

279A.070 Rules

279A.075 Delegation

279A.140 State procurement of goods and services; rules

279B.075 Sole-source procurements.

279C.100 Definitions for ORS 279C.100 to 279C.125.

OAR 125

125-246-0110

Definitions

125-246-0130

Application of the Code and Rules; Exceptions

125-246-0140

Procurement Authority

125-246-0165

Delegation Policy and Procedures (signature authority)

125-246-0150

Applicability of These Rules to Agencies

125-246-0165

Delegation Policy and Procedures

125-246-0170

Delegation of Authority

125-246-0350

Approval of Personal Services Contracts

125-246-0555

Contract Administration; General Provisions

125-247-0200

Buy Decision and Methods of Source Selection

125-248-0100

Application

OPM

State of Oregon: Oregon procurement manual - Determine authority

State of Oregon: Oregon procurement manual - Procurement planning

Learning Event

DAS PS Procurement Rules

DAS PS - Principles of Public Procurement WEBINAR

DAS PS - Principles of Public Procurement IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) WEBINAR

Additional resources

Procurement authority in public entities - NIGP

Knowledge, Skill, Ability

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

01-03-01-01 Identify and apply rules and actions that encourage fair and open competition

01-03-01-02 Describe prohibited anti-competitive behaviors and actions

01-04-01-01 Discuss the role ethical behavior plays in procurement.

01-04-01-02 Identify and interpret the key statutes and rules related to procurement ethics

01-01-01-05 Summarize ethical expectations of customers and suppliers

ORS

279A.015 Policy

279A.100 Affirmative action; limited competition permitted

279A.142 Limitation of competition

279B.055 Competitive sealed bidding

279B.060 Competitive sealed proposals

279B.040 Prohibition on accepting bid or proposal from contractor that advised or assisted contracting

agency to develop specifications or solicitation documents; exceptions

279B.075 Sole-source procurements

279B.080 Emergency procurements

279B.205 Specifications to encourage reasonable competition.

279B.215 Brand name or equal specification; brand name specification

279B.405 Protests and judicial review of solicitations

OAR 125

125-246-0120

Policies

125-246-0600

Ethics in Public Contracting; Policy

125-246-0605

Ethics; Selection and Award of Public Contracts

125-246-0110

Definitions

125-246-0165

Delegation Policy and Procedures

125-246-0200

Affirmative Action; Limited Competition Permitted

125-246-0314

Disabled Veterans Preference

125-247-0010

Policies

125-247-0270

Intermediate Procurements

125-247-0280

Emergency Procurements

125-247-0288

Special Procurements; by Rule

125-247-0430

Addenda to Solicitation Document

OPM

State of Oregon: Oregon procurement manual - Introduction

State of Oregon: Oregon procurement manual - Procurement overview

Learning Event

DAS PS Procurement Ethics

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

DAS PS Procurement Rules

DAS PS - Principles of Public Procurement WEBINAR

DAS PS - Principles of Public Procurement IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) WEBINAR

Additional resources

ORS Chapter 244

Knowledge, Skill, Ability

01-06-01-01 Define Scope of Work

01-06-01-01 Define Statement of Work

01-06-01-01 Define Specification

01-06-01-02 Identify Critical Business requirements for the procurement

01-06-01-03 Consult and collaborate with identified stakeholders to develop the scope of work

01-06-01-04 Prepare a scope of work

01-12-02-01 Collaborate with stakeholders to write a specification

01-12-01-01 Create a Statement of Work utilizing the DAS-PS template

01-12-01-02 Use effective business writing techniques

ORS

279A.157 State contracting agency use of contract form, contract template or solicitation template;

exceptions and exemptions; rules

279B.040 Prohibition on accepting bid or proposal from contractor that advised or assisted contracting

agency to develop specifications or solicitation documents; exceptions

279B.055 Competitive sealed bidding.

279B.060 Competitive sealed proposals

279B.210 Policy; development of specifications

279C.110 Selection procedure for consultants to provide services; compensation; applicability

279C.120 Selection procedure for related services

279C.332 Definitions for ORS 279A.065, 279C.307, 279C.335, 279C.337 and 279C.380

279C.337 Procurement of constructions manager/general contractor services

OAR 125

125-246-0110

Definitions

125-246-0570

Statement of Expired Contract; Retroactive Approval of Existing Contract

125-247-0288

Special Procurements; by Rule

OPM

Develop specifications

Requesting procurement services

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

Learning Event

DAS PS - Principles of Public Procurement WEBINAR

DAS PS - Principles of Public Procurement IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) WEBINAR

DAS SPO - Writing a Statement of Work

Additional resources

Knowledge, Skill, Ability

01-06-02-01 Define and describe how risk influences purchasing decisions

01-06-02-03 Use risk assessment insurance tool to calculate insurance requirements.

01-06-02-04 Explain how diversifying purchase options can lower risk.

01-06-02-05 Identify the components of the risk management process.

ORS

279A.010 Definitions for Public Contracting Code

279A.157 State contracting agency use of contract form, contract template or solicitation template;

exceptions and exemptions; rules

279C.335 Competitive bidding; exceptions; exemptions

OAR 125

125-246-0110

Definitions

125-246-0140

Procurement Authority

125-247-0280

Emergency Procurements

OPM

State of Oregon: Oregon procurement manual - Conduct market ...

Learning Event

DAS PS - Principles of Public Procurement WEBINAR

DAS PS - Principles of Public Procurement IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) WEBINAR

Additional resources

DAS Risk Management

Knowledge, Skill, Ability

01-07-01-01 Define procurement sources to include:

•Interagency Agreement

•Intergovernmental Agreement

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

•Cooperative procurement

•ORS 190 Agreement

•Buy Decision

•Surplus Property

•Certified QRF program vendors

•Inmate labor

•Statewide

•COBID program vendors

01-07-01-02 Identify the key statutes and rules governing procurement sources

ORS

190

279A.200 Definitions for ORS 279A.200 to 279A.225

279A.205 Cooperative procurements authorized

279A.210 Joint cooperative procurements

279A.215 Permissive cooperative procurements

279A.220 Interstate cooperative procurements

OAR 125

125-246-0170

Delegation of Authority

125-247-0200

Buy Decision and Methods of Source Selection

OPM

Surplus Property

Determine procurement method

Learning Event

DAS PS - Principles of Public Procurement WEBINAR

DAS PS - Principles of Public Procurement IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) WEBINAR

Additional resources

Buy Decision Priority Checklist (OAR125-247-0200(1)(2))

Knowledge, Skill, Ability

01-07-01-01 Identify the key statutes and rules governing preferred contract sources

ORS

279A.100 Affirmative action; limited competition permitted.

279A.120 Preference for Oregon goods and services; nonresident bidders.

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

279A.125 Preference for recycled materials

279A.128 Preference for goods fabricated or processed within state or services performed within state

279A.130 Preference for exceeding Buy America requirements for transit projects; rules

279B.055 Competitive sealed bidding.

279B.112 Personnel deployment disclosure; contents; preference for bidder or proposer that will employ

more workers in state; rules; exception

OAR 125

125-246-0110

Definitions

125-246-0200

Affirmative Action; Limited Competition Permitted

125-246-0300

Preference for Oregon Supplies and Services

125-246-0310

Reciprocal Preferences

125-246-0314

Disabled Veterans Preference

125-246-0318

Oregon Employment Preference

125-246-0319

Federally Funded Transit Projects — Preference for Exceeding Federal Buy

America Requirements

125-246-0321

Recycling Policy

125-246-0322

Preference for Recycled Materials

125-246-0323

Recycled Paper and Paper Products

125-246-0324

Recycling: Food Service and Food Packaging

125-247-0260

Competitive Sealed Proposals

125-247-0600

Offer Evaluation and Award

OPM

State of Oregon: Oregon procurement manual - Programs for ...

State of Oregon: Oregon procurement manual - Qualified ...

State of Oregon: Oregon procurement manual - Sustainable ...

Learning Event

DAS PS - Principles of Public Procurement WEBINAR

DAS PS - Principles of Public Procurement IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) WEBINAR

Additional resources

Knowledge, Skill, Ability

01-07-03-01 Define source selection methods to include:

•Competitive Sealed Bid

•Competitive Sealed Proposal

•Small procurement

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

•Intermediate procurements

•Emergency Procurement

•Sole Source

•Special

01-07-03-02 Identify the key statutes and rules governing source selection methods

01-07-03-03 Explain the different procurement thresholds

01-07-03-05 Outline a process for selecting an appropriate procurement method for a specific procurement

01-07-03-04 Identify the benefits and drawbacks to each of the procurement sources

01-07-03-06 Determine the appropriate procurement source

ORS

279A.025 Application of Public Contracting Code

279B.050 Methods of source selection

279B.055 Competitive sealed bidding

279B.060 Competitive sealed proposals

279B.065 Small procurements

279B.070 Intermediate procurements

279B.075 Sole-source procurements

279B.080 Emergency procurements

279B.085 Special procurements

OAR 125

125-246-0130

Application of the Code and Rules; Exceptions

125-247-0200

Buy Decision and Methods of Source Selection

125-247-0300

Procurement Process; Applicability of General Rules to Methods of Source

Selection

125-247-0200

Buy Decision and Methods of Source Selection

OPM

State of Oregon: Oregon procurement manual - Determine procurement method

Learning Event

DAS PS - Principles of Public Procurement WEBINAR

DAS PS - Principles of Public Procurement IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) WEBINAR

Additional resources

Knowledge, Skill, Ability

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

01-09-01-01 Define Market Research

01-09-01-03 Document all market research activities

01-09-01-04 Perform a Best Value Analysis on a Price Agreement

01-09-02-01 Recognize appropriate communication with vendors, suppliers and contractors.

ORS

279A.157 State contracting agency use of contract form, contract template or solicitation template;

exceptions and exemptions; rules

279B.055 Competitive sealed bidding

279C.405 Requests for information, interest or qualifications; requirements for requests for proposals

279A.015 Policy

279B.010 Policy

279C.330 “Findings” defined

279C.335 Competitive bidding; exceptions; exemptions

OAR 125

125-246-0110

Definitions

125-247-0010

Policies

125-247-0110

Feasibility Determination, Cost Analysis and Department Report

125-247-0200

Buy Decision and Methods of Source Selection

125-247-0275

Sole-Source Procurements

125-247-0287

Special Procurements; Request Procedures

125-247-0288

Special Procurements; by Rule

125-247-0600

Offer Evaluation and Award

125-249-0630

Findings, Notice and Hearing

OPM

State of Oregon: Oregon procurement manual - Develop specifications

State of Oregon: Oregon procurement manual - Conduct market ...

Learning Event

DAS PS - Principles of Public Procurement WEBINAR

DAS PS - Principles of Public Procurement IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) WEBINAR

Additional resources

Knowledge, Skill, Ability

01-10-01-01 Understand when a cost feasibility of procurement determination is required.

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

ORS

279B.036 Determination of feasibility of procurement.

OAR 125

125-246-0170

Delegation of Authority

125-247-0110

Feasibility Determination, Cost Analysis and Department Report

OPM

State of Oregon: Oregon procurement manual - Procurement planning

State of Oregon: Oregon procurement manual - Determine authority

Learning Event

DAS PS - Principles of Public Procurement WEBINAR

DAS PS - Principles of Public Procurement IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) WEBINAR

Additional resources

Knowledge, Skill, Ability

01-11-01-01 Describe the different types of contracts to include:

•Fixed price

•Lump-sum

•Cost Reimbursement

•Time and Materials

•Multiple Award

01-11-01-02 Determine appropriate contract type

01-11-01-03 Identify legal and regulatory restrictions that apply to contract type

01-11-01-04 List the features needed in the solicitation documents for each type of contract

02-11-03-01 Create and execute the following contracts:

•Fixed price

•Lump-sum

•Cost Reimbursement

•Time and Materials

•Multiple Award

OPM

State of Oregon: Oregon procurement manual - Procurement planning

Learning Event

DAS PS - Principles of Public Procurement WEBINAR

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

DAS PS - Principles of Public Procurement IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) WEBINAR

Additional resources

Knowledge, Skill, Ability

01-11-02-01 Identify and interpret laws and rules on hiring independent contractors

03-02-10-04 Maintain Contractor's Independent status

ORS

279B.036 Determination of feasibility of procurement

OAR 125

125-246-0333

Independent Contractors

125-247-0110

Feasibility Determination, Cost Analysis and Department Report

125-247-0500

Responsibility of Offerors

OPM

Learning Event

DAS PS - Principles of Public Procurement WEBINAR

DAS PS - Principles of Public Procurement IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) WEBINAR

Additional resources

State of Oregon - Oregon Independent Contractors

Knowledge, Skill, Ability

02-06-01-02 Describe the role of the evaluation committee.

02-06-01-03 Explain the responsibilities of an evaluation committee member.

02-06-01-06 Explain how to obtain clarification of bids or proposals.

ORS

279B.005 Definitions

279B.060 Competitive sealed proposals

OAR 125

125-247-0600

Offer Evaluation and Award

125-247-0165

Practices Regarding Electronic Goods Procurement

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

OPM

State of Oregon: Oregon procurement manual - Develop evaluation strategy

Learning Event

DAS PS - Principles of Public Procurement WEBINAR

DAS PS - Principles of Public Procurement IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) WEBINAR

Additional resources

Knowledge, Skill, Ability

01-14-01-01 Identify and interpret laws and rules outlining the required records to be retained in the

procurement file

01-14-02-01 Organize and maintain appropriate documentation that meet the auditing requirements

01-14-03-01 Select type and location of procurement file

03-05-01-01 Recognize items subject to audit and review.

ORS

192.005 Definitions

279B.070 Intermediate procurements.

279C.310 Limitation on contracting agency constructing public improvement.

OAR 125

125-246-0556

Procurement Files

125-247-0270

Intermediate Procurements

125-246-0140

Procurement Authority

125-246-0165

Delegation Policy and Procedures

125-246-0350

Approval of Personal Services Contracts

125-249-0880

Records Maintenance; Right to Audit Records

OPM

State of Oregon: Oregon procurement manual - Document management

State of Oregon: Oregon procurement manual - Contract Closeout

State of Oregon: Oregon procurement manual - Contract ...

State of Oregon: Oregon procurement manual - Document ...

State of Oregon: Procurement - Procurement Services staff

Learning Event

DAS PS - Principles of Public Procurement WEBINAR

DAS PS - Principles of Public Procurement IN CLASS

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) WEBINAR

DAS PS Contract Closeout

DAS PS Introduction to Contract Administration

Additional resources

General Records Retention Schedules

166-300-0025 Financial Records

Secretary of State Audits

Knowledge, Skill, Ability

02-01-01-01 Use appropriate DOJ and DAS approved template to develop solicitation documents

•ITB

•RFP

•RFQ

02-01-01-02 State the roles and responsibilities of stakeholders in developing the solicitation documents.

02-01-01-03 Analyze the required content for solicitation documents

02-09-01-02 Explain the process of documenting an award determination.

02-10-01-01 Discuss the process for issuing a notice of intent to award.

02-10-02-01 Perform posting an award.

ORS

279A.200 Definitions for ORS 279A.200 to 279A.225

279B.040 Prohibition on accepting bid or proposal from contractor that advised or assisted contracting

agency to develop specifications or solicitation documents; exc

279B.050 Methods of source selection.

279B.055 Competitive sealed bidding

279B.060 Competitive sealed proposals

279B.065 Small procurements

279B.070 Intermediate procurements

279B.085 Special procurements

279B.100 Cancellation, rejection, delay of invitations for bids or requests for proposals

279B.130 Debarment of prospective bidders and proposers

279B.135 Notice of intent to award

279B.400 Protests and judicial review of approvals of special procurements

279B.410 Protests of contract award

279C.110 Selection procedure for consultants to provide services; compensation; applicability

279C.300 Policy on competition

279C.332 Definitions for ORS 279A.065, 279C.307, 279C.335, 279C.337 and 279C.380.

279C.335 Competitive bidding; exceptions; exemptions

279C.340 Contract negotiations

279C.345 Specifications for contracts; exemptions

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

279C.375 Award and execution of contract; determination of responsibility of bidder; bonds; impermissible

exclusions

279C.400 Competitive proposals; procedure

279C.410 Receipt of proposals; evaluation and award

279C.414 Requirements for competitive quotes

279C.440 Disqualification from consideration for award of contracts

279A.050 Procurement authority

279A.140 State procurement of goods and services; rules

279A.157 State contracting agency use of contract form, contract template or solicitation template;

exceptions and exemptions; rules.

279A.165 Report concerning special procurements; requirement to maintain records

279A.200 Definitions for ORS 279A.200 to 279A.225

279A.225 Protests and disputes.

279B.005 Definitions

279B.040 Prohibition on accepting bid or proposal from contractor that advised or assisted contracting

agency to develop specifications or solicitation documents; exceptions

279B.055 Competitive sealed bidding

279B.060 Competitive sealed proposals

279B.100 Cancellation, rejection, delay of invitations for bids or requests for proposals

279B.200 Definitions for ORS 279B.200 to 279B.240

279B.205 Specifications to encourage reasonable competition

279B.210 Policy; development of specifications

279B.215 Brand name or equal specification; brand name specification

279B.405 Protests and judicial review of solicitations

279C.365 Requirements for solicitation documents and bids and proposals

279C.335 Competitive bidding; exceptions; exemptions.

279C.525 Provisions concerning environmental and natural resources laws; remedies

OAR 125

125-246-0110

Definitions

125-246-0135

Solicitation Templates; Contract Forms and Templates; Accountability for Advice

(Director Verification)

125-246-0140

Procurement Authority

125-246-0170

Delegation of Authority

125-246-0210

Subcontracting to and Contracting with Emerging Small Businesses;

Disqualification

125-246-0635

Authorized Agency and Provider Communications

125-247-0170

Life Cycle Costing

125-247-0255

Competitive Sealed Bidding

125-247-0260

Competitive Sealed Proposals

125-247-0270

Intermediate Procurements

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

125-247-0288

Special Procurements; by Rule

125-247-0296

Price Agreements and Mandatory Use Contracts

125-247-0305

Public Notice of Solicitation Documents

125-247-0330

E-Procurement

125-247-0430

Addenda to Solicitation Document

125-247-0600

Offer Evaluation and Award

125-247-0630

Availability of Award Decisions

125-247-0670

Disposition of Offers if Solicitation Cancelled

125-247-0690

Policy; Appearance of Contractor Advantage

125-247-0691

Brand Name or Equal Specification

125-247-0730

Protests and Judicial Review of Solicitations

125-248-0250

Solicitation Cancellation, Delay or Suspension; Rejection of All Proposals or

Responses; Consultant Responsibility for Costs

125-246-0110

Definitions

125-246-0170

Delegation of Authority

125-246-0210

Subcontracting to and Contracting with Emerging Small Businesses;

Disqualification

125-246-0314

Disabled Veterans Preference

125-246-0345

Procedures for Personal Services Contracts

125-246-0365

ORS 190 Agreements (Intergovernmental)

125-246-0556

Procurement Files

125-246-0605

Ethics; Selection and Award of Public Contracts

125-246-0635

Authorized Agency and Provider Communications

125-247-0170

Life Cycle Costing

125-247-0255

Competitive Sealed Bidding

125-247-0260

Competitive Sealed Proposals

125-247-0265

Small Procurements

125-247-0275

Sole-Source Procurements

125-247-0280

Emergency Procurements

125-247-0500

Responsibility of Offerors

125-247-0600

Offer Evaluation and Award

125-247-0610

Notice of Intent to Award

125-247-0620

Documentation of Award

125-247-0630

Availability of Award Decisions

125-247-0690

Policy; Appearance of Contractor Advantage

125-247-0805

Amendments to Contracts and Price Agreements

125-248-0330

Special Contract Processes

125-249-0390

Offer Evaluation and Award; Determination of Responsibility

125-249-0395

Notice of Intent to Award

125-249-0400

Documentation of Award; Availability of Award Decisions

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

OPM

State of Oregon: Oregon procurement manual - Procurement overview

State of Oregon: Oregon procurement manual - Determine ...

State of Oregon: Oregon procurement manual - Intermediate ...

Competitive Sealed Proposal (RFP)

Learning Event

DAS PS - Principles of Public Procurement WEBINAR

DAS PS - Principles of Public Procurement IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) WEBINAR

Additional resources

Verbal/written request for quote

Knowledge, Skill, Ability

02-01-02-01 Define contract terms and conditions

02-01-02-02 Interpret and apply terms and conditions

02-01-02-03 Understand the need for caution when negotiating terms and conditions

ORS

279A.050 Procurement authority

279A.157 State contracting agency use of contract form, contract template or solicitation template;

exceptions and exemptions; rules

279B.055 Competitive sealed bidding

279B.060 Competitive sealed proposals

279C.337 Procurement of constructions manager/general contractor services

279C.405 Requests for information, interest or qualifications; requirements for requests for proposals

OAR 125

125-246-0110

Definitions

125-246-0140

Procurement Authority

125-246-0345

Procedures for Personal Services Contracts

125-246-0360

Purchases Through Federal Programs

125-246-0605

Ethics; Selection and Award of Public Contracts

125-246-0635

Authorized Agency and Provider Communications

125-247-0255

Competitive Sealed Bidding

125-247-0260

Competitive Sealed Proposals

125-247-0288

Special Procurements; by Rule

125-247-0550

Prequalification of Prospective Offerors, Pre-negotiation of Contract Terms and

Conditions, and Request for Qualifications (RFQ)

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

125-247-0805

Amendments to Contracts and Price Agreements

OPM

State of Oregon: Oregon procurement manual - Develop specifications

State of Oregon: Oregon procurement manual - Contract ...

Learning Event

DAS SPO - Demystifying Terms and Conditions

DAS PS - Principles of Public Procurement WEBINAR

DAS PS - Principles of Public Procurement IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) WEBINAR

Additional resources

Knowledge, Skill, Ability

02-01-03-01 Recognize when to contact the Attorney General’s office for legal review

02-01-04-01 Explain the legal sufficiency process

ORS

279A.140 State procurement of goods and services; rules.

279A.157 State contracting agency use of contract form, contract template or solicitation template;

exceptions and exemptions; rules

279A.161 Review and verification of advice and recommendations concerning procurements; delegation

OAR 125

125-246-0345

Procedures for Personal Services Contracts

125-246-0350

Approval of Personal Services Contracts

125-246-0351

Acquiring Services before Obtaining Requisite Approvals of a Personal Services

Contract

125-246-0360

Purchases Through Federal Programs

125-247-0270

Intermediate Procurements

125-247-0275

Sole-Source Procurements

125-247-0288

Special Procurements; by Rule

125-247-0691

Brand Name or Equal Specification

125-247-0805

Amendments to Contracts and Price Agreements

OPM

State of Oregon: Oregon procurement manual - Intermediate ...

Top of Form

State of Oregon: Oregon procurement manual - Federal ProcurementBottom of Form

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

State of Oregon: Oregon procurement manual - ORS 190 Agreement

Learning Event

DAS SPO - Demystifying Terms and Conditions

DAS PS - Principles of Public Procurement WEBINAR

DAS PS - Principles of Public Procurement IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) WEBINAR

Additional resources

Chapter 137 Division 45 REVIEW OF PUBLIC CONTRACTS

Chapter 291 State Financial Administration

Knowledge, Skill, Ability

02-05-03-01 Define Trade services

ORS

OAR 125

125-246-0110

Definitions

OPM

State of Oregon: Oregon procurement manual - Public works

Learning Event

DAS PS - Principles of Public Procurement WEBINAR

DAS PS - Principles of Public Procurement IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) WEBINAR

Additional resources

ORPIN report on Active Contracts

Knowledge, Skill, Ability

02-04-01-01 Describe the process offerors are required to follow when submitting offers

02-04-01-02 Explain how to handle late offers, modifications and withdrawals

02-05-02-01 Respond to late offers, modification and withdrawals

ORS

279B.060 Competitive sealed proposals.

279B.070 Intermediate procurements

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

279B.080 Emergency procurements

279B.085 Special procurements

279B.140 Price agreements

279B.200 Definitions for ORS 279B.200 to 279B.240

279B.405 Protests and judicial review of solicitations

279C.337 Procurement of constructions manager/general contractor services

279A.010 Definitions for Public Contracting Code

279A.065 Model rules generally; applicability to contracting agencies

279B.060 Competitive sealed proposals.

279C.580 Contractor’s relations with subcontractors.

279B.055 Competitive sealed bidding.

OAR 125

125-247-0340

Reverse Auctions

125-247-0440

Pre-Closing Modification or Withdrawal of Offers

125-247-0460

Late Offers, Late Withdrawals, and Late Modifications

125-249-0320

Pre-Closing Modification or Withdrawal of Offers

125-249-0340

Late Bids, Late Withdrawals and Late Modifications

125-247-0280

Emergency Procurements

125-247-0430

Addenda to Solicitation Document

125-247-0600

Offer Evaluation and Award

125-246-0110

Definitions

125-246-0210

Subcontracting to and Contracting with Emerging Small Businesses;

Disqualification

125-246-0220

Governor’s Policy Advisor for Economic and Business Equity

125-246-0310

Reciprocal Preferences

125-246-0314

Disabled Veterans Preference

125-246-0318

Oregon Employment Preference

125-246-0321

Recycling Policy

125-246-0322

Preference for Recycled Materials

125-246-0556

Procurement Files

125-247-0170

Life Cycle Costing

125-247-0255

Competitive Sealed Bidding

125-247-0287

Special Procurements; Request Procedures

125-247-0288

Special Procurements; by Rule

125-247-0305

Public Notice of Solicitation Documents

125-247-0330

E-Procurement

125-247-0340

Reverse Auctions

125-247-0400

Offer Preparation

125-247-0410

Offer Submission

125-247-0420

Pre-Offer Conferences

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

125-247-0450

Receipt, Opening, and Recording of Offers

125-247-0460

Late Offers, Late Withdrawals, and Late Modifications

125-247-0490

Extension of Time for Acceptance of Offer

125-247-0500

Responsibility of Offerors

125-247-0550

Prequalification of Prospective Offerors, Pre-negotiation of Contract Terms and

Conditions, and Request for Qualifications (RFQ)

125-247-0600

Offer Evaluation and Award

125-247-0610

Notice of Intent to Award

125-247-0630

Availability of Award Decisions

125-247-0650

Rejection of All Offers

125-247-0670

Disposition of Offers if Solicitation Cancelled

125-247-0730

Protests and Judicial Review of Solicitations

OPM

State of Oregon: Oregon procurement manual - Procurement overviewBottom of Form

State of Oregon: Oregon procurement manual - Competitive Sealed ...Bottom of Form

Learning Event

DAS PS - Principles of Public Procurement WEBINAR

DAS PS - Principles of Public Procurement IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) WEBINAR

Additional resources

Knowledge, Skill, Ability

02-04-02-01 Describe the protest process

02-10-01-03 Define and explain protesting period revisions and handling of protests.

02-06-01-10 Define and explain how to determine whether a contractor is debarred

ORS

279A.165 Report concerning special procurements; requirement to maintain records

279A.225 Protests and disputes

279B.400 Protests and judicial review of approvals of special procurements

279B.405 Protests and judicial review of solicitations

279B.410 Protests of contract award

279B.415 Judicial review of protests of contract award.

OAR 125

125-246-0170

Delegation of Authority

125-247-0260

Competitive Sealed Proposals

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

125-247-0270

Intermediate Procurements

125-247-0275

Sole-Source Procurements

125-247-0287

Special Procurements; Request Procedures

125-247-0430

Addenda to Solicitation Document

125-247-0575

Debarment of Prospective Offerors

125-247-0630

Availability of Award Decisions

125-247-0700

Protests and Judicial Review of Special Procurements

125-247-0710

Protests and Judicial Review of Sole-Source Procurements

125-247-0720

Protests and Judicial Review of Multiple-Tiered and Multistep Solicitations

125-247-0730

Protests and Judicial Review of Solicitations

125-247-0731

Protests and Judicial Review of Qualified Products List Decisions

125-247-0740

Protests and Judicial Review of Contract Award

125-248-0240

Protest Procedures

125-246-0110

Definitions

125-246-0314

Disabled Veterans Preference

125-246-0615

Nonretaliation

OPM

State of Oregon: Oregon procurement manual - ProtestsBottom of Form

Learning Event

DAS PS - Principles of Public Procurement WEBINAR

DAS PS - Principles of Public Procurement IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) WEBINAR

Additional resources

BOLI Debarrment List

Knowledge, Skill, Ability

02-05-01-01 Identify and interpret statues and rules governing the receiving, opening and recoding of

sealed responses.

ORS

279A.010 Definitions for Public Contracting Code

279B.005 Definitions

279B.060 Competitive sealed proposals

279B.410 Protests of contract award

279C.410 Receipt of proposals; evaluation and award

279A.010 Definitions for Public Contracting Code

279B.005 Definitions

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

279B.110 Responsibility of bidders and proposers

279C.410 Receipt of proposals; evaluation and award

279B.110 Responsibility of bidders and proposers

279B.115 Qualified products lists.

279C.107 Public disclosure of contents of proposals for architectural, engineering, photogrammetric

mapping, transportation planning or land surveying services; treatment of trade secrets and confidential

information

OAR 125

125-246-0110

Definitions

125-247-0610

Notice of Intent to Award

125-247-0730

Protests and Judicial Review of Solicitations

125-248-0250

Solicitation Cancellation, Delay or Suspension; Rejection of All Proposals or

Responses; Consultant Responsibility for Costs

125-247-0600

Offer Evaluation and Award

125-246-0110

Definitions

125-247-0450

Receipt, Opening, and Recording of Offers Evaluation and Award

125-248-0330

Special Contract Processes

125-249-0120

Definitions

125-246-0110

Definitions

125-247-0500

Responsibility of Offerors

125-247-0600

Offer Evaluation and Award

125-248-0330

Special Contract Processes

125-249-0120

Definitions

125-249-0330

Receipt, Opening and Recording of Offers; Confidentiality of Offers

OPM

State of Oregon: Oregon procurement manual - Develop evaluation ...Bottom of Form

State of Oregon: Oregon procurement manual - Determine ...Bottom of Form

State of Oregon: Oregon procurement manual - Procurement planningBottom of Form

State of Oregon: Oregon procurement manual - Conduct market ...Bottom of Form

Learning Event

DAS PS - Principles of Public Procurement WEBINAR

DAS PS - Principles of Public Procurement IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) WEBINAR

Additional resources

Knowledge, Skill, Ability

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

02-05-01-02 Explain the difference between responsive and responsible

02-05-01-03 Determine responsiveness

02-06-01-01 Determine offeror is responsible

ORS

279A.010 Definitions for Public Contracting Code

279A.165 Report concerning special procurements; requirement to maintain records

279B.110 Responsibility of bidders and proposers

279B.120 Prequalification of prospective bidders and proposers

279B.410 Protests of contract award

279C.335 Competitive bidding; exceptions; exemptions.

279B.055 Competitive sealed bidding.

279B.060 Competitive sealed proposals.

279B.070 Intermediate procurements.

279B.125 Application for prequalification

279B.130 Debarment of prospective bidders and proposers

279B.005 Definitions

279B.060 Competitive sealed proposals

279B.410 Protests of contract award

279C.305 Least-cost policy for public improvements; requirement to file list of planned projects and

estimated costs and to identify projects contracting agency intends to complete with own personnel and

resources; required analysis; exceptions

279C.370 First-tier subcontractor disclosure

279C.410 Receipt of proposals; evaluation and award

279A.010 Definitions for Public Contracting Code

279B.005 Definitions

279B.110 Responsibility of bidders and proposers

279C.305 Least-cost policy for public improvements; requirement to file list of planned projects and

estimated costs and to identify projects contracting agency intends to complete with own personnel and

resources; required analysis; exceptions

279C.340 Contract negotiations

279C.375 Award and execution of contract; determination of responsibility of bidder; bonds; impermissible

exclusions

279C.410 Receipt of proposals; evaluation and award

279B.110 Responsibility of bidders and proposers

279B.115 Qualified products lists.

279C.107 Public disclosure of contents of proposals for architectural, engineering, photogrammetric

mapping, transportation planning or land surveying services; treatment of trade secrets and confidential

information

OAR 125

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

125-246-0110

Definitions

125-246-0330

Supplier Requirements

125-247-0287

Special Procurements; Request Procedures

125-247-0610

Notice of Intent to Award

125-247-0730

Protests and Judicial Review of Solicitations

125-248-0250

Solicitation Cancellation, Delay or Suspension; Rejection of All Proposals or

Responses; Consultant Responsibility for Costs

125-247-0600

Offer Evaluation and Award

125-246-0110

Definitions

125-246-0322

Preference for Recycled Materials

125-247-0600

Offer Evaluation and Award

125-248-0330

Special Contract Processes

125-249-0120

Definitions

125-246-0110

Definitions

125-247-0288

Special Procurements; by Rule

125-247-0500

Responsibility of Offerors

125-247-0600

Offer Evaluation and Award

125-248-0330

Special Contract Processes

125-249-0120

Definitions

125-247-0287

Special Procurements; Request Procedures

125-249-0330

Receipt, Opening and Recording of Offers; Confidentiality of Offers

OPM

State of Oregon: Oregon procurement manual - Develop evaluation ...Bottom of Form

State of Oregon: Oregon procurement manual - Determine ...Bottom of Form

State of Oregon: Oregon procurement manual - Procurement planningBottom of Form

State of Oregon: Oregon procurement manual - Conduct market ...Bottom of Form

Learning Event

DAS PS - Principles of Public Procurement WEBINAR

DAS PS - Principles of Public Procurement IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) WEBINAR

Additional resources

Knowledge, Skill, Ability

02-01-05-01 Create and publish a solicitation for Personal Services

02-11-02-01 Identify those services as designated by the state contracting agencies as Personal Services

ORS

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

279A.010 Definitions for Public Contracting Code.

279A.050 Procurement authority.

279A.055 Personal services contracts

279A.070 Rules

279A.128 Preference for goods fabricated or processed within state or services performed within state

279A.140 State procurement of goods and services; rules

279B.040 Prohibition on accepting bid or proposal from contractor that advised or assisted contracting

agency to develop specifications or solicitation documents;

279B.050 Methods of source selection

279B.200 Definitions for ORS 279B.200 to 279B.240

279B.235 Condition concerning hours of labor; compliance with pay equity provisions; employee discussions

of rate of pay or benefits

279C.100 Definitions for ORS 279C.100 to 279C.125

279C.105 Contracts for architectural, engineering, photogrammetric mapping, transportation planning or

land surveying and related services; procedures

279C.125 Architectural, engineering, photogrammetric mapping, transportation planning and land surveying

services selection process for local public improvements procured through state agency; rules

279C.307 Limitations in procurement of personal services; exception

279C.520 Condition concerning hours of labor; compliance with pay equity provisions; employee discussions

of rate of pay or benefits

OAR 125

125-246-0110

Definitions

125-246-0210

Subcontracting to and Contracting with Emerging Small Businesses;

Disqualification

125-246-0321

Recycling Policy

125-246-0335

Authority and Standards for Personal Services Contracts

125-246-0345

Procedures for Personal Services Contracts

125-246-0350

Approval of Personal Services Contracts

125-246-0351

Acquiring Services before Obtaining Requisite Approvals of a Personal Services

Contract

125-246-0353

Reporting Requirements for Personal Services Contracts

OPM

State of Oregon: Oregon procurement manual - Procurement planning

State of Oregon: Oregon procurement manual - Architectural and ...

Learning Event

DAS PS - Principles of Public Procurement WEBINAR

DAS PS - Principles of Public Procurement IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) IN CLASS

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) WEBINAR

Additional resources

Knowledge, Skill, Ability

02-02-01-01 Identity and apply the posting requirements for each solicitation

ORS

279B.055 Competitive sealed bidding

279B.060 Competitive sealed proposals

279B.085 Special procurements.

279B.115 Qualified products lists

OAR 125

125-246-0170

Delegation of Authority

125-247-0255

Competitive Sealed Bidding

125-247-0270

Intermediate Procurements

125-247-0275

Sole-Source Procurements

125-247-0287

Special Procurements; Request Procedures

125-247-0288

Special Procurements; by Rule

125-247-0305

Public Notice of Solicitation Documents

125-247-0691

Brand Name or Equal Specification

OPM

State of Oregon: Oregon procurement manual - Programs for ...Bottom of Form

State of Oregon: Oregon procurement manual - Conduct market ...Bottom of Form

State of Oregon: Oregon procurement manual - Develop specificationsBottom of Form

State of Oregon: Oregon procurement manual - Procurement overviewBottom of Form

Learning Event

DAS PS - Principles of Public Procurement WEBINAR

DAS PS - Principles of Public Procurement IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) WEBINAR

Additional resources

DAS Statewide Policy - 107-009-0020-PO

Knowledge, Skill, Ability

02-02-02-01 Document procurement functions in ORPIN

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

ORS

OAR 125

125-246-0110

Definitions

125-246-0165

Delegation Policy and Procedures

125-246-0353

Reporting Requirements for Personal Services Contracts

125-246-0360

Purchases Through Federal Programs

125-246-0365

ORS 190 Agreements (Intergovernmental)

125-246-0500

Oregon Procurement Information Network (ORPIN)

125-247-0200

Buy Decision and Methods of Source Selection

125-247-0305

Public Notice of Solicitation Documents

OPM

State of Oregon: Oregon procurement manual

Learning Event

DAS PS - Principles of Public Procurement WEBINAR

DAS PS - Principles of Public Procurement IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) WEBINAR

Additional resources

Oregon Procurement Information Network (ORPIN)

DAS Statewide Policy - 107-009-0020-PO

Knowledge, Skill, Ability

02-05-03-01 Define and manage confidential information

02-05-03-02 Identify and apply the statues and rules on appropriate communication with suppliers during

comment period

ORS

279B.110 Responsibility of bidders and proposers

279B.115 Qualified products lists

279C.107 Public disclosure of contents of proposals for architectural, engineering, photogrammetric

mapping, transportation planning or land surveying services; treatment of trade secrets and confidential

information

OAR 125

125-249-0330

Receipt, Opening and Recording of Offers; Confidentiality of Offers

OPM

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

State of Oregon: Oregon procurement manual - Develop evaluation ...

State of Oregon: Oregon procurement manual - Procurement planning

State of Oregon: Oregon procurement manual - Procurement overview

Learning Event

DAS PS - Principles of Public Procurement WEBINAR

DAS PS - Principles of Public Procurement IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) WEBINAR

Additional resources

ORS 192 Records; Public Reports and Meetings

Knowledge, Skill, Ability

02-08-01-01 Describe effective contract negotiation strategies to maximize performance and minimize risk.

02-08-01-02 Identify and interpret statues and laws around procurement negotiation.

ORS

279B.060 Competitive sealed proposals.

279B.075 Sole-source procurements

279C.107 Public disclosure of contents of proposals for architectural, engineering, photogrammetric

mapping, transportation planning or land surveying services; treatment of trade secrets and confidential

information.

279C.110 Selection procedure for consultants to provide services; compensation; applicability

279C.120 Selection procedure for related services

279C.306 Administrative enforcement of least-cost policy for public improvements; procedure; civil action

279C.340 Contract negotiations

279C.405 Requests for information, interest or qualifications; requirements for requests for proposals

279C.410 Receipt of proposals; evaluation and award

OAR 125

125-246-0110

Definitions

125-246-0170

Delegation of Authority

125-246-0365

ORS 190 Agreements (Intergovernmental)

125-246-0556

Procurement Files

125-246-0635

Authorized Agency and Provider Communications

125-247-0260

Competitive Sealed Proposals

125-247-0270

Intermediate Procurements

125-247-0275

Sole-Source Procurements

125-247-0288

Special Procurements; by Rule

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

125-247-0550

Prequalification of Prospective Offerors, Pre-negotiation of Contract Terms and

Conditions, and Request for Qualifications (RFQ)

125-247-0600

Offer Evaluation and Award

125-249-0120

Definitions

125-249-0420

Negotiation With Bidders Prohibited

125-249-0430

Negotiation when Bids Exceed Cost Estimate

OPM

State of Oregon: Oregon procurement manual - Procurement planning

Learning Event

DAS PS - Principles of Public Procurement WEBINAR

DAS PS - Principles of Public Procurement IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) WEBINAR

Additional resources

Knowledge, Skill, Ability

02-10-01-02 State the requirements of public access to procurement files.

ORS

OAR 125

125-246-0110

Definitions

125-247-0610

Notice of Intent to Award

125-247-0630

Availability of Award Decisions

125-249-0395

Notice of Intent to Award

125-249-0400

Documentation of Award; Availability of Award Decisions

OPM

State of Oregon: Oregon procurement manual - Procurement overview

Learning Event

DAS PS - Principles of Public Procurement WEBINAR

DAS PS - Principles of Public Procurement IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) WEBINAR

Additional resources

Records Retention Schedules

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

ORS 192 — Records; Public Reports and Meetings

Knowledge, Skill, Ability

02-11-01-01 Utilize Ordering Instruments to include Purchase Orders, Work Orders

ORS

OAR 125

125-246-0110

Definitions

125-246-0170

Delegation of Authority

125-247-0805

Amendments to Contracts and Price Agreements

125-247-0620

Documentation of Award

OPM

State of Oregon: Oregon procurement manual - Document ...

State of Oregon: Oregon procurement manual - Work Order Contracts

Learning Event

DAS PS - Principles of Public Procurement WEBINAR

DAS PS - Principles of Public Procurement IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) WEBINAR

Additional resources

Knowledge, Skill, Ability

02-11-05-01 Plan an effective kick-off meeting.

03-01-01-01 Identify stakeholders to include in a kick-off meeting.

03-01-01-02 Identify materials necessary for a successful kick-off meeting.

ORS

OAR 125

OPM

State of Oregon: Oregon procurement manual - Contract ...

State of Oregon: Oregon procurement manual - Procurement overview

Learning Event

DAS PS - Principles of Public Procurement WEBINAR

DAS PS - Principles of Public Procurement IN CLASS

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

DAS PS Administering Contracts and Managing Vendors

DAS PS Develop a Contract Administration Plan (CAP)

Additional resources

Contract Administration Plan (CAP)

Knowledge, Skill, Ability

03-01-02-01 Describe elements of a CAP.

03-01-02-02 Relate and interpret elements of CAP to stakeholders.

ORS

OAR 125

OPM

State of Oregon: Oregon procurement manual - Contract ...

State of Oregon: Oregon procurement manual - Procurement overview

Learning Event

DAS PS - Principles of Public Procurement WEBINAR

DAS PS - Principles of Public Procurement IN CLASS

DAS PS Administering Contracts and Managing Vendors

DAS PS Develop a Contract Administration Plan (CAP)

Additional resources

Contract Administration Plan (CAP)

Knowledge, Skill, Ability

03-02-01-01 Identify the need for an amendment

03-02-01-02 Draft an amendment

03-02-01-03 Explain the difference between amendment, change order and addendum.

03-02-02-01Define and identify the need for change orders

ORS

279C.380 Performance bond; payment bond; waiver of bonds

279C.355 Evaluation of public improvement projects not contracted by competitive bidding

279C.525 Provisions concerning environmental and natural resources laws; remedies

OAR 125

125-246-0110

Definitions

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

125-246-0140

Procurement Authority

125-246-0170

Delegation of Authority

125-246-0330

Supplier Requirements

125-246-0345

Procedures for Personal Services Contracts

125-246-0353

Reporting Requirements for Personal Services Contracts

125-246-0556

Procurement Files

125-246-0570

Reinstatement of Expired Contract; Retroactive Approval of Existing Contract

125-246-0635

Authorized Agency and Provider Communications

125-247-0110

Feasibility Determination, Cost Analysis and Department Report

125-247-0265

Small Procurements

125-247-0270

Intermediate Procurements

125-247-0280

Emergency Procurements

125-247-0287

Special Procurements; Request Procedures

125-247-0288

Special Procurements; by Rule

125-247-0710

Protests and Judicial Review of Sole-Source Procurements

125-247-0805

Amendments to Contracts and Price Agreements

125-248-0300

Contract Form; Prohibited Payment Methodology; Purchase Restrictions

125-248-0340

Contract Amendments

125-249-0160

Intermediate Procurements; Competitive Quotes and Amendments

125-249-0910

Changes to the Work and Contract Amendments

OPM

State of Oregon: Oregon procurement manual - Amendments

State of Oregon: Oregon procurement manual - Change orders

Learning Event

DAS PS - Principles of Public Procurement WEBINAR

DAS PS - Principles of Public Procurement IN CLASS

DAS PS Administering Contracts and Managing Vendors

DAS PS Develop a Contract Administration Plan (CAP)

Additional resources

Knowledge, Skill, Ability

03-02-08-02 Recognize when and how to terminate a contract.

ORS

279A.107 Certification as disadvantaged business enterprise, minority-owned business, woman-owned

business, business that service-disabled veteran owns or emerging small business during term of public

contract; exceptions

279B.055 Competitive sealed bidding

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

279B.060 Competitive sealed proposals

279B.140 Price agreements

279C.380 Performance bond; payment bond; waiver of bonds

279C.110 Selection procedure for consultants to provide services; compensation; applicability

279C.410 Receipt of proposals; evaluation and award

279C.525 Provisions concerning environmental and natural resources laws; remedies

OAR 125

125-246-0110

Definitions

125-246-0140

Procurement Authority

125-246-0170

Delegation of Authority

125-247-0810

Termination of Price Agreements

125-248-0310

Expired or Terminated Contracts; Reinstatement

125-248-0340

Contract Amendments

125-249-0160

Intermediate Procurements; Competitive Quotes and Amendments

125-249-0900

Contract Suspension; Termination Procedures

OPM

State of Oregon: Oregon procurement manual - Amendments

Learning Event

DAS PS - Principles of Public Procurement WEBINAR

DAS PS - Principles of Public Procurement IN CLASS

DAS PS Administering Contracts and Managing Vendors

DAS PS Develop a Contract Administration Plan (CAP)

Additional resources

Contract Administration Plan (CAP)

Knowledge, Skill, Ability

04-02-01-01 Conduct closeout meeting/debriefing meeting.

04-02-01-02 Ensure all property is returned.

04-02-01-03 Make final payment and collect any signatures required.

04-02-01-04 Assemble complete contract document file for final review and retention.

04-01-02-02 Retain all contract documents including communication with contractors, amendments,

disciplinary actions, etc.

04-02-01-03 Know the retention schedule for your contract files.

ORS

279B.055 Competitive sealed bidding.

279B.060 Competitive sealed proposals.

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

279C.307 Limitations in procurement of personal services; exception

279C.320 Contracts for construction other than public improvements

279C.340 Contract negotiations

279C.525 Provisions concerning environmental and natural resources laws; remedies

279C.534 Advisory committee for monitoring implementation of apprenticeship condition in public

improvement contracts

279C.570 Prompt payment policy; progress payments; retainage; interest; exception; settlement of

compensation disputes

279C.355 Evaluation of public improvement projects not contracted by competitive bidding

OAR 125

125-246-0110

Definitions

125-249-0850

Final Inspection

125-246-0110

Definitions

125-249-0850

Final Inspection

125-247-0480

Time for Authorized Agency Acceptance

125-249-0410

Time for Authorized Agency Acceptance; Extension

125-246-0570

Reinstatement of Expired Contract; Retroactive Approval of Existing Contract

OPM

State of Oregon: Oregon procurement manual - Contract Closeout

State of Oregon: Oregon procurement manual - Develop specifications

State of Oregon: Oregon procurement manual - Procurement planning

Learning Event

DAS PS - Principles of Public Procurement WEBINAR

DAS PS - Principles of Public Procurement IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) IN CLASS

DAS PS - Fundamentals of Procurement ($10,000 to $150,000) WEBINAR

Additional resources

Knowledge, Skill, Ability

03-04-01-01 Analyze invoices for accuracy and errors per contract terms

03-04-01-02 Explain invoice payment process

03-04-02-01 Monitor budget with a payment log.

ORS

279C PROMPT PAYMENT PILOT PROGRAM

279C.570 Prompt payment policy; progress payments; retainage; interest; exception; settlement of

compensation disputes

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

279C.515 Conditions concerning payment of claims by public officers, payment to persons furnishing labor

or materials and complaints

279C.560 Form of retainage; procedures for holding and payment

279B.055 Competitive sealed bidding.

279B.060 Competitive sealed proposals

279B.220 Conditions concerning payment, contributions, liens, withholding

OAR 125

125-246-0110

Definitions

125-246-0170

Delegation of Authority

125-246-0351

Acquiring Services before Obtaining Requisite Approvals of a Personal Services

Contract

125-246-0360

Purchases Through Federal Programs

125-246-0570

Reinstatement of Expired Contract; Retroactive Approval of Existing Contract

125-246-0576

Payment Authorization for Cost Overruns for Services Contracts

125-248-0300

Contract Form; Prohibited Payment Methodology; Purchase Restrictions

125-249-0830

Contractor Progress Payments

125-249-0890

Authorized Agency Payment for Unpaid Labor or Supplies

OPM

State of Oregon: Oregon procurement manual - Contract ...

Learning Event

DAS PS - Principles of Public Procurement WEBINAR

DAS PS - Principles of Public Procurement IN CLASS

DAS PS Administering Contracts and Managing Vendors

DAS PS Develop a Contract Administration Plan (CAP)

Additional resources

Knowledge, Skill, Ability

03-03-01-01 Conduct inspections and accept or reject deliverables.

04-01-01-01 Compare contractor report to deliverables completed.

04-01-02-01 Determine storage method/location.

ORS

279C.570 Prompt payment policy; progress payments; retainage; interest; exception; settlement of

compensation disputes

OAR 125

125-246-0110

Definitions

Oregon Procurement Basic Certification Study Guide

Revision date: 4/18/19

125-246-0570

Reinstatement of Expired Contract; Retroactive Approval of Existing Contract

125-249-0850

Final Inspection

125-247-0480

Time for Authorized Agency Acceptance

125-249-0410

Time for Authorized Agency Acceptance; Extension

125-246-0570

Reinstatement of Expired Contract; Retroactive Approval of Existing Contract

OPM

State of Oregon: Oregon procurement manual - Contract Closeout

State of Oregon: Oregon procurement manual - Develop specifications

State of Oregon: Oregon procurement manual - Procurement planning

Learning Event

DAS PS - Principles of Public Procurement WEBINAR

DAS PS - Principles of Public Procurement IN CLASS

DAS PS Administering Contracts and Managing Vendors

DAS PS Develop a Contract Administration Plan (CAP)

Additional resources