OPBC Study Guide Flashcards

1
Q

ORS 279A.140
State procurement of goods and services

A

he Oregon Department of Administrative Services shall conduct all procurements and administer the contracting for goods, services and personal services, including architectural, engineering, photogrammetric mapping, transportation planning or land surveying services and related services, for state agencies unless a state agency is specifically authorized by ORS 279A.050 (Procurement authority) or provisions of law other than the Public Contracting Code to enter into a contract. The authority described in this subsection may be delegated in whole or in part in accordance with ORS 279A.075 (Delegation).

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2
Q

A personal services contract is not valid or effective without the written approval of the department unless:

A

(A)The contract is authorized under ORS 279A.050 (Procurement authority); or
(B)The department has delegated authority to the contracting agency under ORS 279A.075 (Delegation) to make the personal services contract.

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3
Q

ORS 279A.050
Procurement authority

A

Except as otherwise provided in the Public Contracting Code, a contracting agency shall exercise all of the contracting agency’s procurement authority in accordance with the provisions of the Public Contracting Code.
(b)If a contracting agency has authority under this section to carry out functions described in this section, or has authority to make procurements under a provision of law other than the Public Contracting Code, the contracting agency need not exercise the contracting agency’s authority in accordance with the provisions of the code if, under ORS 279A.025 (Application of Public Contracting Code), the code does not apply to the contract or contracting agency.

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4
Q

ORS 279A.010

A

Definitions for Public Contracting Code

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5
Q

BIDDER

A

A person that submits a bid in response to an invitation to bid

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6
Q

CONTRACTING AGENCY

A

public body authorized by law to conduct a procurement.

“Contracting agency” includes, but is not limited to, the Director of the Oregon Department of Administrative Services and any person authorized by a contracting agency to conduct a procurement on the contracting agency’s behalf. “Contracting agency” does not include the judicial department or the legislative department.

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7
Q

DAYS

A

means calendar days

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8
Q

DEPARTMENT

A

means Oregon Department of Administrative Services

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9
Q

DIRECTOR

A

Director of DAS or a person designated by the director to carry out the authority of the director under the Pubic Contracting Code

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10
Q

EMERGENCY

A

Circumstance that:
1, Could not have been reasonably foreseen
2. Create a substantial risk of loss, damage or interruption of services or a substantial threat to property, public health, welfare of safety
3. Require prompt execution of a contract to remedy the condition

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11
Q

ENERGY SAVING PERFORMANCE CONTRACT

A

A public contract between a contracting agency and qualified energy service company for the recommendation of energy saving measures

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12
Q

EXECUTIVE DEPARTMENT

A

ubject to ORS 174.108 (Effect of definitions), as used in the statutes of this state “executive department” means all statewide elected officers other than judges, and all boards, commissions, departments, divisions and other entities, without regard to the designation given to those entities, that are within the executive branch of government as described in Article III, section 1, of the Oregon Constitution, and that are not:
(a)In the judicial department or the legislative department;
(b)Local governments; or
(c)Special government bodies.
(2)Subject to ORS 174.108 (Effect of definitions), as used in the statutes of this state “executive department” includes:
(a)An entity created by statute for the purpose of giving advice only to the executive department and that does not have members who are officers or employees of the judicial department or legislative department;
(b)An entity created by the executive department for the purpose of giving advice to the executive department, if the document creating the entity indicates that the entity is a public body; and
(c)Any entity created by the executive department other than an entity described in paragraph (b) of this subsection, unless the document creating the entity indicates that the entity is not a governmental entity or the entity is not subject to any substantial control by the executive department. [2001 c.74 §4; 2013 c.1 §102]

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13
Q

GOODS

A

includes supplies, equipment, materials, personal property, including any tangible, intangible and intellectual property and rights and licenses in relation thereto, and combinations of any of the items identified in this paragraph.

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14
Q

GRANT

A

An agreement under which a contracting agency receives moneys, property or other assistance, including but not limited to federal assistance that is characterized as a grant by federal law or regulations, loans, loan guarantees, credit enhancements, gifts, bequests, commodities or other assets, from a grantor for the purpose of supporting or stimulating a program or activity of the contracting agency and in which no substantial involvement by the grantor is anticipated in the program or activity other than involvement associated with monitoring compliance with the grant conditions; or

(ii)An agreement under which a contracting agency provides moneys, property or other assistance, including but not limited to federal assistance that is characterized as a grant by federal law or regulations, loans, loan guarantees, credit enhancements, gifts, bequests, commodities or other assets, to a recipient for the purpose of supporting or stimulating a program or activity of the recipient and in which no substantial involvement by the contracting agency is anticipated in the program or activity other than involvement associated with monitoring compliance with the grant conditions.

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15
Q

JUDICIAL DEPARTMENT

A

Subject to ORS 174.108 (Effect of definitions), as used in the statutes of this state “judicial department” means the Supreme Court, the Court of Appeals, the Oregon Tax Court, the circuit courts and all administrative divisions of those courts, whether denominated as boards, commissions, committees or departments or by any other designation.
(2)Subject to ORS 174.108 (Effect of definitions), as used in the statutes of this state “judicial department” includes:
(a)An entity created by statute for the purpose of giving advice only to the judicial department and that does not have members who are officers or employees of the executive department or legislative department;
(b)An entity created by the judicial department for the purpose of giving advice to the judicial department, if the document creating the entity indicates that the entity is a public body; and
(c)Any entity created by the judicial department other than an entity described in paragraph (b) of this subsection, unless the document creating the entity indicates that the entity is not a governmental entity or the entity is not subject to any substantial control by the judicial department. [2001 c.74 §5]

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16
Q

LEGISLATIVE DEPARTMENT

A

Subject to ORS 174.108 (Effect of definitions), as used in the statutes of this state “legislative department” means the Legislative Assembly, the committees of the Legislative Assembly and all administrative divisions of the Legislative Assembly and its committees, whether denominated as boards, commissions or departments or by any other designation.
(2)Subject to ORS 174.108 (Effect of definitions), as used in the statutes of this state “legislative department” includes:
(a)An entity created by statute for the purpose of giving advice only to the legislative department and that does not have members who are officers or employees of the executive department or judicial department;
(b)An entity created by the legislative department for the purpose of giving advice to the legislative department, but that is not created by statute, if the document creating the entity indicates that the entity is a public body; and
(c)Any entity created by the legislative department by a document other than a statute and that is not an entity described in paragraph (b) of this subsection, unless the document creating the entity indicates that the entity is not a governmental entity or the entity is not subject to any substantial control by the legislative department. [2001 c.74 §6]

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17
Q

ADDENDUM

A

A written document, issued by a procuring agency after release of a solicitation and prior to the closing date that modifies any aspect of the solicitation.

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18
Q

AWARD

A

Acceptance of a bid or proposal by a procuring agency, identifying the successful bidder or proposer with whom the agency intends to enter into a contract following the resolution of any protest of the agency’s selection of that bidder or proposer and the completion of all contract negotiations.

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19
Q

AMENDMENT

A

A written modification to the terms and conditions of a contract. An amendment requires mutual agreement among all parties to the contract. An amendment can add, remove or update the terms and conditions of a contract, provided the amendment is within the general scope of the original procurement.

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20
Q

BID

A

An offer submitted by prospective suppliers in response to an Invitation to Bid or a competitive offer to purchase advertised Surplus Property at a price specified by the bidder.

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21
Q

AGREEMENT

A

An understanding between parties, found in their language or inferred from circumstances as well as rules, statutes, regulations and procedures that have the effect of an agreement. An agreement can be formalized through a contract, which in turn, creates a legal obligation.

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22
Q

BID OPENING

A

The date, time and place specified in the solicitation document for the public opening of sealed bids, usually in the presence of one or more witnesses where the names of the bidders and the amounts of their bids responding to an Invitation to Bid are read aloud and recorded.

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23
Q

BIDDER

A

A person who submits a bid in response to an Invitation to Bid. In judicial review of contract protests, “Bidder” also includes persons who submitted proposals in response to requests for proposals.

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24
Q

Certification Office for Business Inclusion and Diversity COBID

A

The office administering the certification process for the Disadvantaged Business Enterprise (DBE), Minority-owned Business Enterprise (MBE), Woman-owned Business Enterprise (WBE), Service Disabled Veteran-owned Business (SDVOB), and Emerging Small Business (ESB) Programs. Formerly called the “Office of Minority, Women, and Emerging Small Business” or “OMWESB.”

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25
Q

CLOSING

A

The date and time specified in a solicitation document as the deadline for submitting proposals.

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26
Q

CODE

A

The Public Contracting Code meaning ORS Chapters 279A, 279B and 279C.

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27
Q

CONSULTANT

A

A person who is uniquely qualified to perform a specialized service, such as Architectural, Engineering, Photogrammetric Mapping, Transportation Planning or Land Surveying Services, and Related Services as defined in ORS 279C.115 and information technology with whom an agency enters into a contract to confer, deliberate, and provide advice or opinion on one or more subjects.

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28
Q

COMPETETIVE RANGE

A

The established threshold for scores that will be acceptable to a procuring agency for continued consideration in the procurement process or for negotiations. Proposals that are not within the competitive are given no further consideration.

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29
Q

COMPETITIVE SEALED BIDDING

A

Sourcing method (refer to ORS 279B.055) used to acquire products or services based solely on the price offered in response to the criteria described in an Invitation to Bid.

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30
Q

COMPETITIVE SEALED PROPOSALS

A

Sourcing method (refer to ORS 279B.060) used to acquire products or services based on the relative importance of price and other factors a procuring agency may use to evaluate and rate proposals as described in a Request for Proposals.

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31
Q

CONTRACT

A

A written agreement between two or more parties that creates a legally enforceable obligation to do or not do a particular thing, and with requisite characteristics of competent parties, subject matter, a legal consideration, mutuality of agreement, and mutuality of obligation. For the purpose of this manual, “Contract” means Public Contract.

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32
Q

CONTRACT ADMINISTRATOR

A

An individual designated in writing by an agency, by name or position description, to conduct the contract administration of a contract or class of contract.

33
Q

CONTRACT ADMINISTRATION

A

The management of all actions that must be taken to assure compliance with the contract after the contract is awarded and signed by all parties until the work is completed and accepted or the contract is terminated, final payment has been made, and any disputes have been resolved.

34
Q

CONTRACTOR

A

A person or business entity that agrees to legally enforceable terms and conditions under which the entity supplies products or performs services according to an agency’s specifications and for the purpose of accomplishing results the agency intends, while retaining control of the means, methods and manner of supplying the products or performing the services.

35
Q

DESIGNATED PROCUREMENT OFFICE (DPO)

A

A person authorized by an agency head, as designated by the State Chief Procurement Officer (State CPO), to conduct procurements or contract on an agency’s behalf, within its delegated authority, rather than through the central contracting authority of DAS Procurement Services

36
Q

EMERGENCY SMALL BUSINESS (EBS)

A

An independent business concern that satisfies all of the following:
Has a principal place of business located in Oregon.
Qualifies as a tier one firm or a tier two firm.
Is properly licensed and legally registered in this state.
Is not a subsidiary or parent company that belongs to a group of firms that the same individuals own or control if, in the aggregate, the group of firms does not qualify as a tier one firm or a tier two firm.

37
Q

GOOD(S)

A

Items other than real property or services, including any combination of supplies, equipment, materials, personal property, including any tangible, intangible and intellectual property and rights and licenses related to the item. See also Products.

38
Q

EMERGENCY

A

Circumstances that could not have been reasonably foreseen that create a substantial risk of loss, damage, interruption of services, or threat to public health or safety and require prompt execution of a contract to remedy the condition.

39
Q

DISADVANTAGED BUSINESS ENTERPRISES (DBE)

A

A small business concern with at least 51 percent ownership by socially and economically disadvantaged individuals; If the business is a corporation, at least 51 percent its stock must be owned by one or more economically disadvantaged individuals who also control and manage its daily business operations.

40
Q

GRANT

A

An agreement under which an agency, as either a recipient or as a grantor, receives or transfers government funds for the purpose of supporting or stimulating a program or activity of the recipient and in which no substantial involvement by the grantor is anticipated in the program or activity other than involvement associated with monitoring compliance with the grant conditions.

As a recipient, an agency receives from a grantor moneys, property or other assistance, including but not limited to federal assistance that is characterized as a grant by federal law or regulations, loans, loan guarantees, credit enhancements, gifts, bequests, commodities or other assets.

As a grantor, an agency provides moneys, property or other assistance, including but not limited to federal assistance that is characterized as a grant by federal law or regulations, loans, loan guarantees, credit enhancements, gifts, bequests, commodities or other assets, to a recipient.

41
Q

INFORMATION TECHNOLOGY (IT)

A

Includes any of the following:
Computers, software, firmware and support services used in the automatic acquisition, storage, manipulation, management, movement, control, display, switching, interchange, transmission or reception of data or information.
Any development, implementation, and maintenance of computer equipment, ancillary equipment, software, firmware, and related procedures and services, including support services, consulting services, software development and related resources.
Any computer programs, routines, or subroutines, including operating software, programming aids, application programs, and software products.

42
Q

INVITATION TO BID (ITB)

A

Solicitation document used to conduct a Competitive Sealed Bidding procurement.

43
Q

NEGOTIATIONS

A

A bargaining process between two or more parties in which the parties compare views, take counsel, and communicate with another so as to arrive at a voluntary, mutual agreement about a matter.

44
Q

OREGON ADMINISTRATIVE RULES (OAR)

A

Oregon Administrative Rules created by most agencies and some boards and commissions to implement and interpret their statutory authority (ORS 183.310(9)).

45
Q

Minority Business Enterprise (MBE) and \
Women Business Enterprise (WBE)
(MWBE)

A

An independent business concern that satisfies all of the following:
U.S. citizen or a lawfully admitted, permanent resident.
Organized as a for-profit business.
At least 51% owned and controlled by a socially and economically disadvantaged individual.
Contribution of capital equal to ownership.
Individual controls and manages the day-to-day operations; includes experience and education.
Operate and owned independently; must not be dependent on non-disadvantaged firms or individuals.
Properly licensed (e.g., engineering, architecture, electrician, plumber, construction, etc.) and registered with the Secretary of State.
Gross annual receipts (3 yr. average) not to exceed $23.98 million.

46
Q

OREGON BUYS

A

A system that provides access to procurement and contracting information issued by the state of Oregon, local governments, and political subdivisions. The system enables persons to send electronic offers and enables an agency to advertise solicitations and conduct activities related to a procurement.

47
Q

PRICE AGREEMENT

A

Master contracts between the state and suppliers(s) for products or services at agreed upon terms, and often pricing, for use by all state entities.

48
Q

PROJECT DEVELOPMENT PLAN

A

A secondary phase of Personal Services and Work performed by an Energy Service Company (ESCO) in an Energy Savings Performance Contracting (ESPC) procurement.

49
Q

OREGON REVISED STATUE (ORS)

A

The laws of the state of Oregon enacted by the Oregon Legislative Assembly.

50
Q

PERSONAL SERVICES

A

Services that require specialized skills, knowledge and resources in the application of technical or scientific expertise, or the exercise of professional, artistic or management discretion or judgment, including, without limitation, the services of an accountant, physician or dentist, educator, information technology professional, Consultant, broadcaster, or artist (including a photographer, filmmaker, painter, weaver or sculptor). “Personal Services” under ORS 279C includes the services of an Architect, Engineer, Photogrammetrist, Transportation Planner, Land Surveyor or Provider of Related Services as defined in ORS 279C.100, and that definition applies only to ORS 279C.100 to 279C.125, for Architectural, Engineering, Photogrammetric Mapping, Transportation Planning or Land Surveying Services or Related Services.

51
Q

PROCUREMENT(s)

A

The functions and procedures performed to acquire products or services, including purchasing, leasing, renting or otherwise acquiring products or services. Procurement includes functions and procedures undertaken or required to be undertaken to enter into, administer, and obtain the performance of a contract.

52
Q

PUBLIC IMPROVEMENT

A

A public contract for a public improvement. Public improvement contract does not include a public contract for emergency work, minor alterations, or ordinary repair or maintenance necessary to preserve a public improvement.

53
Q

PROCUREMENT FILE

A

A record of all information related to a procurement. A procurement file must contain all written documents created by a requesting and a procuring agency. In addition to the documents created by a requesting agency, a procurement file must contain all the written documents that DAS Procurement Services provides the agency

54
Q

PROPOSAL

A

An offer submitted by prospective suppliers in response to a Request for Proposal.

55
Q

PUBLIC CONTRACTING CODE

A

ORS 279A, 279B and 279C.

56
Q

PUBLIC WORKS

A

Encompasses construction and other detailed construction-related tasks, including reconstruction, major renovation or painting, among others, subject to the conditions that must be present for a work of improvement to fall within the statutory definition of public works (refer to ORS 279C.800).

57
Q

PURCHASE ORDER

A

An ordering instrument or order issued by a procuring agency to a supplier that formalizes all the terms and conditions of the proposed transaction, such as a description of the requested item(s), delivery schedule, terms of payment, and transportation.

58
Q

REQUEST FOR PROPOSALS (RFP)

A

A solicitation document that includes all documents, whether attached or incorporated by reference, used to conduct a Competitive Sealed Proposals procurement.

59
Q

REFUEST FOR QUALIFICATIONS (RFQ)

A

A written document issued by an agency that describes an agency’s circumstances, the type of service(s) or work desired, significant evaluation factors, their relative importance, if appropriate, price, and competitive qualifications for the purpose of obtaining supplier responses and establishing a list of qualified contractors

60
Q

REQUEST FOR QUOTE (RFQ)

A

An informal solicitation document requesting pricing on small procurements.

61
Q

RESPONSIBLE BIDDER

A

Bidders who have the capability and capacity to carry out all contractual responsibilities, and have:
Appropriate financial, material, equipment, facility, and personnel resources and expertise, or has the ability to obtain the resources and expertise, necessary to meet all contractual responsibilities.
Completed previous contracts of a similar nature with a satisfactory record of performance.
A satisfactory record of integrity.
The legal qualifications to contract with the agency.
Complied with the tax laws of the state.
A certification from DAS for training in pay equity provisions of state law.
Supplied all necessary information related to the determination of responsibility.
No record of being debarred by the state or agency.

62
Q

RESPONSIBLE BID OR PROPOSAL

A

A bid that unequivocally commits to the requirements of the Invitation to Bid or Request for Proposals

63
Q

SCOPE

A

The scope of a procurement need refers to the factors defining the range or span of the potential purchase. Examples of a procurement need’s scope could include:
Quantity.
Frequency (one-time or recurring).
Span (single unit or multiple programs and agencies).
Other factors that are identified and analyzed during the Plan stage.

64
Q

SOLE SOURCE PROCUREMENT

A

Procurements where only one supplier is capable of meeting solicitation requirements.

65
Q

RESPONSIBE BIDDER

A

A respondent whose bid substantially complies with the Invitation to Bid and all prescribed procurement procedures and requirements and contains no material defects.

66
Q

SERVICES

A

Refers to the furnishing of labor, other than personal services, by a contractor, except for agencies with procurement authority under ORS 279A.050 or 279A.140, “Services” includes personal services as designated by the agencies.

67
Q

SOLICITATION

A

A request by an procuring agency for offers, proposals, statements of qualifications, or other information from individuals or entities, or the process of notifying prospective bidders or proposers that the procuring agency requests such offers. Solicitation can also refer to all of the documents that comprise a solicitation.

68
Q

SOLICITATION DOCUMENT

A

A document, such as an Invitation to Bid; a Request for Proposals; a writing for a Small procurement, Intermediate procurement, including competitive quote or offer, or Emergency Procurement; a Special Procurement solicitation; or other document issued to invite offers from prospective contractors.

69
Q

WORK

A

The furnishing of all services, materials, equipment, labor, and incidentals necessary to successfully complete any individual item or the entire contract and the carrying out and completion of all duties and obligations imposed by the contract.

70
Q

TECHNICAL ENERGY AUDIT

A

As used in Energy Savings Performance procurement, the initial phase of Personal Services to be performed by an Energy Service Company that includes a detailed evaluation of an existing building or structure, an evaluation of the potential energy conservation measures that could be effectively utilized at the facility, and preparation of a report to the agency of the Energy Service Company’s findings during this initial phase of the work.

71
Q

STATE CHIEF PROCUREMENT OFFICES (State CPO)

A

The individual designated and authorized by the Director of the Department of Administrative Services to perform certain procurement functions described in Oregon administrative rules, or the Chief Procurement Officer’s delegate.

72
Q

SPECIFICATIONS

A

A description of the physical, functional or performance characteristics of a product or service. A specification can also include a description of what a supplier must offer to be considered for an award, and a description of any requirements for inspecting, testing, or preparing a product or service for delivery. Specifications determine and control the:
Minimum quality level of the product or service.
Extent to which competition can be leveraged.
Suitability or fit of the product or service for its intended purpose.
Evaluation factors that support a best value determination or award.

73
Q

SUBCONTRACTOR

A

A contractor retained by the prime contractor. A subcontractor has no direct contractual relationship with an agency.

74
Q

PROCURING AGENCY

A

A state agency under DAS procurement authority authorized by law, DAS administrative rule or through DAS delegation of authority to conduct a procurement. For the purposes of this manual, “Procuring Agency” means “Contracting Agency” or “Authorized Agency.”

75
Q

REQUESTING AGENCY

A

An agency that operates under DAS procurement authority. Unless delegated procurement authority to conduct a procurement, a requesting agency must submit a purchase request through ORPIN or email a Contract Services Request to DAS Procurement Services.

76
Q

WORK ORDER

A

An ordering instrument related to services, including any incidental supplies.

77
Q

ATTORNEY GEENRAL’S OFFICE

A

Oregon Attorney Genera’s Office or Oregon Department of Justice (DOJ).

78
Q

ORPIN

A

Oregon Procurement Information Network
The state’s former eProcurement system. This system is an archive, for historical purposes only, where you can access documents posted prior to July 1, 2021.