Procurement Planning & Execution: USAID Grants & Cooperative Agreements

Learning Opportunities

Workshop

Procurement Planning & Execution: USAID Grants & Cooperative Agreements

April 19, 2018 - 8:30am to April 20, 2018 - 5:00pm

Kathmandu , Nepal

Instructor(s):

Shannon M. Meehan

Language: English

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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.

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

Prerequisite(s)

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: www.nasbaregistry.org.

DAY 1


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

        

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:

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

Hotel Himalaya
Sahid Sukra Marg, Lalitpur
Kathmandu, Nepal 44700

For reservations, contact:
reservation@hotelhimalaya.com.np
Ph: +977-1-5523900​
http://hotelhimalaya.com.np/

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

Hotel Himalaya
Sahid Sukra Marg, Lalitpur
Kathmandu, Nepal 44700

Click here for directions from Tribhuvan International Airport. 

Please make sure you mention the Humentum workshop in order to qualify for the negotiated rate as specified below. Rates include bed, breakfast, complimentary airport shuttle, and wi-fi.

Deluxe Room Single Occupancy: USD $90 + Taxes (23%) per room per night
Deluxe Room Double Occupancy: USD $100 + Taxes (23%) per room per night