Procurement Planning & Execution: USAID Grants & Cooperative Agreements

Training

Workshop

Procurement Planning & Execution: USAID Grants & Cooperative Agreements

November 08, 2017 - 9:00am to November 09, 2017 - 5:00pm

Washington , DC , United States

Instructor(s):

Steve Kroll

Language: English

Early - Sep 27 Regular - Oct 18 Late - Nov 08
HUMENTUM MEMBERS $820 $925 $1,030
NON-MEMBERS $1,030 $1,135 $1,240

Overview 

This two-day workshop tackles the rewards and risks involved in executing procurements in USAID-funded assistance programs. Well-planned, well-executed procurement contributes to effective and compliant programming. Poor understanding of processes and procedures in this area raises the risk of funder audits and compliance reviews. If you want to learn more about how to develop and implement the right mix of procurement procedures, systems, and controls, this workshop is for you. Designed in a highly participatory style, the course provides you with the knowledge and tools you need to effectively manage all aspects of procurement that are typically required in project implementation.

Note: This course is one of three required to earn our Certificate in USAID Assistance Management. Participants will earn 15.6 CPE credits and receive a certificate of attendance.  The Course Level is Intermediate. The delivery method of this program is Group Live and the Field of Study is Specialized Knowledge.

Humentum is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Prerequisite USAID Rules and Regulations: Grants & Cooperative Agreements

Who Should Attend 

In addition to individual participants, we encourage teams of employees to attend this workshop together, to build and reinforce a culture of effective procurement planning. Those who will benefit include staff with responsibility in:

  •  Procurement (including those who develop procurement budgets and those who implement, monitor and report on procurement)
  •  Finance, compliance, and audit
  • Program and administration
  • New business development

What You Will Learn 

This workshop explores ways to plan and implement procurement tools and systems effectively under both normal and unusual circumstances. You will learn how to:

  • Plan procurement based on programmatic needs
  • Navigate through each of the key steps in the procurement process including establishing specifications of goods; requesting and evaluating bids; selecting vendors; ensuring quality in procurement; and documenting the procurement process
  • Identify and reduce organizational risks related to procurement execution
  • Establish processes to ensure compliance with USAID requirements, including full and open competition, prior approvals, waivers, and restrictions on goods and services
  • Manage revisions to the budget and other changes that affect procurement including budget reductions, revised specifications, price fluctuations, and procurement in disaster situations

Learning Approach 

Our training puts the learner at the center, using practical and fun learning activities supported by easy-to-use materials. We share tools and techniques that can be immediately used in your work.

CPE Credits

Participants at the workshop will earn 15.6 CPE credits and receive a certificate of attendance. The course level is Basic. The delivery method of this program is Group Live and the Field of Study is Specialized Knowledge.

Humentum is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Day 1

Opening and Welcome 

  • Review of Agenda and Objectives 

Review/Update for USAID Rules and Regulations on Procurement 

Discussion 

  • Why Procurement Planning and Execution? 
  • Procurement Plan Development - Introduction 
  • Procument Plan Development Based on a Proposal Budget 
  • Prior Approval and Waivers 

Day 2 

Fair and Open Competition 

  • Bid Evaluations and Selecting a Vendor 
  • Preferred Vendors 
  • Sole Source 
  • Non-Competitive Procurements 
  • Cultural Issues 

Procurement Documentation 

  • Equipment Specifications 
  • Purchase Orders 
  • Procurement Files 
  • Develop a Tender Document 

Procurement in Disaster Situations 

Procurement Manuals 

  • Content of Manuals 
  • Procurement Procedures 
  • Checklists and Forms 
  • Procurement Planning Form 

Close

  • Evaluations and Closing Words 

Location & Hotel


InsideNGO
1120 20th St, NW
Suite 520-S
Washington, DC 20036

The nearest Metro stop to the workshop is Farragut North on the Red Line. Find a map of the DC metro system here.

Participants are responsible for making and paying for their own hotel/lodging arrangements. We have found that www.hotels.com usually offers comparable or even lower rates than we are able to negotiate. We recommend attendees look for hotels in the Dupont Circle neighborhood. Check out some suggestions for convenient hotels.

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