The PlanSource procurement process is easy to navigate and can be tailored to the needs of the participant. The typical process for utilizing PlanSource for procurement is simple and straightforward:
1.Determine if Participant has an interlocal agreement already in place. H-GAC has interlocal agreements with entities across the United States. A list of end users can be obtained HERE or entities can use the “Questions about PlanSource” button at in the upper right hand corner of this webpage to make an inquiry.
If the Participant HAS an interlcoal agreement: If entity has an interlocal agreement skip to step #3.
If the Participant DOES NOT HAVE an interlocal agreement: Obtain and execute the H-GAC Interlocal Contract. Instructions for executing the Interlocal Contract can be found on the Interlocal Contract tab on this website.
2.Participant returns two (2) signed originals to H-GAC for completion. Thereafter, one of the originals will be returned to the Participant. FIRST TIME ONLY
3. Participant completes and submits a Project Inquiry Form to H-GAC. Project Inquiry Form (DOC) 44K
4. H-GAC will review the Project Inquiry Form and determine if the project falls under the PlanSource scope of project services.
5. Participant researches the qualified firms on the PlanSource website. H-GAC provides the participant with listings of qualified firms, proposals from original PlanSource procurement and facilitates additional needs including further examples of work and interviews.
6. Participant chooses Firm they would like to use for their planning project.
7. H-GAC completes review of the scope of work to verify the scope falls within the PlanSource scope of project services and if the Firm has been qualified through PlanSource for the scope of work.
If Approved: A confirmation e-mail will be sent to both Firm and Participant.
If Declined: the process stops.
8. Participant and Firm discuss a potential project and develop the final scope of work.
9.H-GAC reviews the final scope for approval.
If approved: H-GAC sends an "Order Confirmation" to both Participant and Firm. The Confirmation document establishes that the procurement was processed legally through the H-GAC Cooperative Purchasing Program.
If declined: The process stops.
10. Firm and Participant enter into an agreement pertaining to the scope of work. A copy of the agreement is sent to H-GAC.
11. Firm begins work on project.
12. Firm includes H-GAC is all billing and progress reports for the project. Firm includes the administrative fee in billing to Participant. H-GAC charges an administrative fee on all projects in the amount of 2% of the total project bill.
13. Firm remits the Administrative Fee to H-GAC on a quarterly basis upon request of H-GAC.
1.Determine if Participant has an interlocal agreement already in place. H-GAC has interlocal agreements with entities across the United States. A list of end users can be obtained HERE or entities can use the “Questions about PlanSource” button at in the upper right hand corner of this webpage to make an inquiry.
If the Participant HAS an interlcoal agreement: If entity has an interlocal agreement skip to step #3.
If the Participant DOES NOT HAVE an interlocal agreement: Obtain and execute the H-GAC Interlocal Contract. Instructions for executing the Interlocal Contract can be found on the Interlocal Contract tab on this website.
2.Participant returns two (2) signed originals to H-GAC for completion. Thereafter, one of the originals will be returned to the Participant. FIRST TIME ONLY
3. Participant completes and submits a Project Inquiry Form to H-GAC. Project Inquiry Form (DOC) 44K
4. H-GAC will review the Project Inquiry Form and determine if the project falls under the PlanSource scope of project services.
5. Participant researches the qualified firms on the PlanSource website. H-GAC provides the participant with listings of qualified firms, proposals from original PlanSource procurement and facilitates additional needs including further examples of work and interviews.
6. Participant chooses Firm they would like to use for their planning project.
7. H-GAC completes review of the scope of work to verify the scope falls within the PlanSource scope of project services and if the Firm has been qualified through PlanSource for the scope of work.
If Approved: A confirmation e-mail will be sent to both Firm and Participant.
If Declined: the process stops.
8. Participant and Firm discuss a potential project and develop the final scope of work.
9.H-GAC reviews the final scope for approval.
If approved: H-GAC sends an "Order Confirmation" to both Participant and Firm. The Confirmation document establishes that the procurement was processed legally through the H-GAC Cooperative Purchasing Program.
If declined: The process stops.
10. Firm and Participant enter into an agreement pertaining to the scope of work. A copy of the agreement is sent to H-GAC.
11. Firm begins work on project.
12. Firm includes H-GAC is all billing and progress reports for the project. Firm includes the administrative fee in billing to Participant. H-GAC charges an administrative fee on all projects in the amount of 2% of the total project bill.
13. Firm remits the Administrative Fee to H-GAC on a quarterly basis upon request of H-GAC.