Procurement and Contracts Management Seminar

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Training: October 15 – October 17, 2019
World Catskills Hotel
888 Resorts World Drive
Monticello, NY 12701

Procurement and Contract Management Training provided by Michael S. Gifford, C.P.M., CPSD, Housing Agency Procurement Assistance (HAPA):  Gifford is very knowledgeable (and nationally known) in HUD and Housing Authority procurement regulations and replies to a number of procurement-related inquiries regularly from both HUD and Housing Agency staff and consultants. Gifford has also been training professionals in procurement and contract management for many years and brings a wealth of knowledge and practical applications to the table.

This Procurement and Contract Management training is a must for Purchasing and Finance staff, Management staff and Property Managers! You will learn how to procure quality goods and services for the right cost, the highest quality, for timely delivery, and in compliance with applicable laws and policies. The training covers the estimating costs of goods and services and developing criteria for analysis of proposals.  You will also learn how to comply with the newest federal procurement requirements and regulations; how to use the proper procurement method and contract type; how to analyze costs to ensure that your agency gets the highest value for its contract dollar and how to assess and control the procurement performance operation and professional ethics of procurement.

Additional Major Topics Covered

  • Amendments, Change Orders, Modifications
  • Asset-Based Procurement and Contracting
  • Best and Finals; Best Value
  • Bidders List; Bonds / Guarantees
  • Conflicts of Interest; Contract Length and Options
  • Contracting Officer Responsibilities; Delegation of Authority
  • Documentation; Evaluation Committee & Evaluation Factors
  • Evaluating Cost and Price (CPA)
  • Federal Labor Standards and Wage Rates
  • Geographic Restrictions
  • “Gifford’s Gospels”
  • Independent Cost Estimates (ICE)
  • Internet-based Contracting
  • Mandatory HUD Forms
  • Negotiations
  • Procurement Planning
  • Procurement Policy and Procedures
  • Profit and Overhead
  • Prohibited Contract Types and Clauses
  • Protests and Disputes
  • Purchase Thresholds; Records Retention
  • Relationship of Local, State and Federal, Codes, Statutes, Laws and Regulations
  • Required Contract Clauses
  • Resource Manual
  • Solicitation Checklists
  • Specifications / Statements of Work (SOW)
  • Standardization
  • Suspensions and Debarment
  • Terminations (Contract / Solicitation)
  • Types of Contracts; Types of Solicitations; Written Justifications

Registration Fees

BEFORE September 13
Members: $650.00 per person
Non-Members: $ 700.00 per person

AFTER September 13
Members: $700.00 per person
Non-Members: $ 750.00 per person
(Continental Breakfast provided during training)

Agenda

  • Day One

    8:15 a.m. – 4:45 p.m.
    • Introduction to HUD Handbook 7460.8 and 24 CFR 85.36 and 2 CFR 200
    • Procurement Authority and Basic Administration of the Procurement Function
    • General Requirements
    • Ethics in Public Contracting
    • Small Purchase Procedures (Quotations for Small Purchases – QSP’s)
    • Sealed Bids (Invitation for Bids – IFB’s)
  • Day Two

    8:15 a.m. – 4:45 p.m.
    • Competitive Proposals (Request for Proposals – RFP’s; Request for Qualifications – RFQ’s)
    • Noncompetitive Proposals
    • Specifications and Statements of Work
    • Miscellaneous Requirements
  • Day Three

    8:15 a.m. – 12:00 p.m.
    • Contract Administration
    • HUD Review Requirements
    • State and Local Laws and Regulations Governing PHA Procurement
    • Cooperative Business Relationships
    • Employment & Training Opportunities and Contracting with Residents, Resident-Owned, Small, Minority, Other Disadvantaged Businesses
    • Public / Private Partnerships, HOPE VI, Mixed-Finance Development and Bond Financing
    • Utility Purchasing, Energy Conservation Loans, and Energy Performance Contracting