Procurement Planning & Execution: USAID Grants & Cooperative Agreements

Learning Opportunities


Procurement Planning & Execution: USAID Grants & Cooperative Agreements

February 01, 2018 - 8:30am to February 02, 2018 - 5:00pm

Kampala , Uganda


Keith A. Edwards , Alison Brady

Language: English

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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.

This course is one of three required to earn our Certificate in USAID Assistance Management.


USAID Rules & 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
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.

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:


Opening and Review of Agenda and Objective

Review/Update for USAID Rules and Regulations on Procurement

Why Procurement Planning and Execution?

Procurement Plan Development – Introduction

Procurement Plan Development Based on a Proposal Budget

Manage Procurement with Budget Revisions

Prior Approval and Waivers



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:

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

Kampala Serena Hotel 
For reservations, contact: 
Steven Asiimwe
Tel: +256 414 309000
Fax: +256 414 259130

Participants are responsible for making their own hotel/lodging arrangements.

Kampala Serena Hotel
Kampala Kintu Road
Kampala, Uganda

Click here for directions to Kampala Serena Hotel from Entebbe International Airport.

For reservations, contact:
Steven Asiimwe
Tel: +256 414 309000
Fax: +256 414 259130 

Please make sure you mention the InsideNGO workshop in order to qualify for the negotiated rate of $250 USD. Rate is inclusive of bed, breakfast, and all taxes.