Procurement Planning & Execution: USAID Grants & Cooperative Agreements
October 6, 2011 ♦ 8:30am-5:00pm
Safari Park Hotel
This workshop is a follow-up to our USAID Rules & Regulations: Grants & Cooperative Agreements course. Previous attendance at InsideNGO’s 3-day USAID Rules & Regulations course is a prerequisite for taking this Procurement workshop.
Procurement is an integral part of every organization’s project operations. The risks involved in procurement execution make this area a primary focus of audits and compliance reviews. Organizations struggle to develop and implement the right mix of operating procedures, systems, controls and training that they hope will ensure effective and compliant procurement. Yet, procurement is more than operating procedures. To be both effective and efficient and to be in full compliance with organizational, donor and local requirements, procurement must be well planned and well executed. This workshop is a companion and follow-on to InsideNGO’s three-day USAID Rules & Regulations Workshop: Grants & Cooperative Agreements.
This workshop will provide participants with the knowledge, sample systems and tools to be able to effectively manage all aspects of procurement that is typically required in project implementation and to be able to take steps to reduce their organization’s risks in this area. After the workshop attendees will be able to utilize knowledge of USAID procurement guidelines review budgets and develop procurement plans that address organizational and USAID- requirements under grants and cooperative agreements. Participants will receive sample procurement procedures and tools as well as guidance on how to modify them to meet their organization’s project procurement requirements.
What you will learn:
Participants will review sample project proposal budgets and will be given guidance on how to develop a procurement plan based on what is budgeted, the steps in the procurement process and how to address risk in procurement. Participants will learn to 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. Processes to ensure compliance with USAID grant and cooperative agreement requirements, including prior approvals, waivers, restrictions on goods and services will be addressed. While key USAID circulars and regulations will be referenced, this course does not go into them in depth.
Participants will learn how to manage required or unexpected revisions to the projects’ proposal budget and other changes that affect procurement including budget reductions, revised specifications, price fluctuations and procurement in disaster situations. A key focus of the workshop will be guidance on competitive requirements and the issues that affect competition including; sole source; unwillingness oft times of vendors to provide written bids; and cultural issues that may arise in procurement.
Best practices, standard procedures and tools for managing procurement, including checklists and forms, will be presented and discussed.
The workshop is taught by senior practitioners who represent decades of experience managing all aspects of procurement and will be able to provide best practices and lessons learned. These practitioners have provided technical assistance to organizations to improve their procurement. It is a highly participatory workshop that combines instruction with large and small group formats, scenarios and problem solving exercises. Ample question and answer time is included as well as opportunities to speak with the trainers throughout.
· Develop a procurement plan based on a project proposal budget.
· Manage procurement when there are revisions to the budget
· Know when prior approvals and waivers are necessary.
· Understand the procedures for prior approvals and waivers
· Appreciate the importance of fair and open competition
· Illustrate procurement documentation best practices
· Know the steps required in procurement execution
· Manage procurement process when disaster strikes
Who should attend:
Finance, administrative, program, development/proposal, and compliance staff; auditors; program start-up and implementation staff.
Individuals who develop procurement budgets and those that implement, monitor and report on procurement. Audit and compliance staff that need to know the components for effective and efficient procurement systems. Staff that is establishing and implementing programs that include procurement will benefit from this workshop.
What you will receive:
Sample procedures, forms, checklists
8 CPE credits (total for 1 day attendance) applicable for continuing education with the National Registry of CPE Sponsors (for further information see explanation of continuing education credits on this website)
An opportunity to ask questions of experienced practitioners who have dealt with many of the same issues you encounter in your work
How do I register?:
Click here for the registration form. You can also register for this event by sending an email to workshops@InsideNGO.org and requesting a Registration Form. You can phone 203-226-3650 for further information on this workshop.
Earn CPE Credits
Participants at the workshop will earn 8 CPE credits and receive a certificate of attendance. The course level is beginner. No advance preparation is required. No prerequisites. Delivery method of this program is Group-Live.
InsideNGO 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.learningmarket.org.
For more information regarding administrative policies, such as complaint, cancellation and refund, please contact our offices at 203-226-3650 or workshops@InsideNGO.org.
InsideNGO, 1221 Post Road East
Westport CT, 06880, 203-226-3650