Procurement Handbook 7460.8 Rev 2
1.1 Purpose of the Handbook
1.2 Application
1.3 Source Requirements
1.4 Consistency with Good Business Practices
1.5 State and Local Law
1.6 Public Access to Procurement Information
1.7 Availability of HUD Forms and Documents
1.8 Paperwork Reduction Information
1.9 Glossary of Procurement Terms
1.10 Acronym Guide
Chapter 2: Procurement Authority and Administration of the Procurement Function
2.1 General
2.2 The Procurement Policy
2.3 Delegation of Authority
2.4 Responsibility of the Contracting Officer
2.5 Contracting Officer Signature/Obligation of Funds
2.6 Staffing and Training
Chapter 3: General Requirements
3.1 Procurement Planning
3.2 Independent Cost Estimate (ICE)
3.3 Documentation
3.4 Funding and Payment
3.5 Internal Controls
Chapter 4: Ethics in Public Contracting
4.1 General
4.2 Principles
4.3 Requirement for a Written Code of Standards
4.4 Conflicts of Interest
4.5 Gratuities, Kickbacks, and Use of Confidential Information
4.6 Prohibition Against Contingent Fees
4.7 Sanctions
Chapter 5: Small Purchase Procedures
5.1 General
5.2 Small Purchase Dollar Limits
5.3 Competition Requirements 5-1
5.4 Method of Solicitation5.5 Quotation Evaluation
5.6 Petty Cash Purchases
5.7 Purchasing Cards
5.8 Bonding Requirements
5.9 Purchase Orders
5.10 Standardized Forms/Mandatory Contract Clauses
5.11 Use of Indefinite-Delivery Contracts
5.12 Negotiations
5.13 Rejection and Notification of Unsuccessful Vendors
5.14 Appeals
5.15 Receiving Goods/Services and Approving Payments
6.1 General
6.2 Description
6.3 When to Use Sealed Bids
6.4 Alternate Bids
6.5 Invitation for Bids (IFB)
6.6 Amendments
6.7 Pre-Bid Conference
6.8 Canceling an IFB
6.9 Bid Opening
6.10 Mistakes in Bids
6.11 Bonds/Guarantees
6.12 Contract Award
6.13 Bid Protests
6.14 Multi-Step Bids
Chapter 7: Competitive Proposals
7.1 General
7.2 Competitive Proposal Process
7.3 Requests for Qualifications (RFQ)
7.4 Procurement of Legal Services by Public Housing Agencies (PHAs)
7.5 Employment Contracts
Chapter 8: Noncompetitive Proposals
8.1 General
8.2 Definition
8.3 Restrictions
8.4 Process
8.5 Justification/Documentation
Chapter 9: Specifications and Statements of Work
9.1 General
9.2 Regulatory Requirement
9.3 Specifications
9.4 Statement/Scope of Work (SOW)
Chapter 10: Miscellaneous Requirements
10.1 Contract Pricing and Types
10.2 Contractor Responsibility
10.3 Evaluating Cost and Price
10.4 Protests
10.5 Mandatory Contract Clauses
10.6 Prohibited Clauses-Project Labor Agreements
10.7 Performance Standards
10.8 Use of Options
10.9 Federal Labor Standards and Wage Rates-Construction
10.10 Federal Labor Standards and Wage Rates-Maintenance
10.11 Guidance on Federal Labor Standards Requirements
10.12 Procurement of Recovered Materials
Chapter 11: Contract Administration
11.1 General
11.2 Administering Construction Contracts
11.3 Administering Non-Construction Contracts
11.4 Contract Modifications
11.5 Contract Claims
11.6 Contract Terminations
Chapter 12: HUD Review Requirements
12.1. General
12.2 Contracting Actions Requiring HUD Approval
12.3 PHA Submission Requirements for Actions Requiring HUD Approval
12.4 Development
12.5 Exemption from Pre-Award Review
Chapter 13: State and Local Laws and Regulations Governing PHA Procurement
13.1 General
13.2 Exceptions to Local Pre-emption
13.3 State Law
13.4 Local Law
13.5 Guidance on State and Local Procurement Laws
Chapter 14: Cooperative Business Relationships
14.1 General
14.2 Intergovernmental Agreements for Procurement Activity
14.3 Selecting Joint Venture Partners
14.4 Conflict of Interest Considerations for Joint Ventures, Subsidiaries and Affiliates
14.5 Procurement Requirements of Joint Venture Partners
14.6 Contracting with PHA Subsidiaries, Affiliates, and Joint Venture Partners
14.7 Consortia
14.8 Considerations
15.1 General
15.2 Section 3 of the Housing and Urban Development Act of 1968
15.3 Resident-Owned Businesses
15.4 Contracting with Resident Management Corporations (RMCs)
15.5 Assistance to Small and Other Disadvantaged Businesses
Chapter 16: Public/Private Partnerships, HOPE VI, Mixed-Finance Development and Bond Financing
16.1 General
16.2 Application
16.3 Definitions
16.4 Selection of Developer/Development Partner
16.5 HUD Review of Hope VI Procurement Actions
16.6 Procurement Requirements of the Developer
16.7 Other Required Efforts
16.8 Procurement by Parties Other Than the PHA or the Developer
16.9 Resident Involvement
16.10 Procurement by the PHA as Developer with Ownership Interest in the Development or Ownership Entity
16.11 Issues Arising in Community and Supportive Services (CSS) Procurement Activity
16.12 Contracting with Sub-Grantees
16.13 Mandatory Contract Clauses
16.14 Fees and Guarantees
Chapter 17: Utility Purchasing, Energy Conservation Loans, and Energy Performance Contracting
17.1 General
17.2 Energy Conservation Loans (Operating Subsidy Add-On)
17.3 Energy Performance Contracting (Frozen Rolling Base Incentive)
17.4 Utility Purchasing
17.5 Procurement Regulations Pertaining to Energy Conservation Loans Energy Performance Contracting Resources