Finance & Procurement

Procurement & Contract Management


Description
Learn How to Avoid the Most Common Errors Uncovered by Auditors and the OIG

This course provides participants with an understanding of HUD compliant procurement and contract management procedures that meet the requirements of 2 CFR §200.

Using sample forms and case studies, participants will learn “step-by-step” procedures in managing the different types of procurement and contracting in compliance with HUD Handbook 7460.8 Rev 2. The Contract Administration module includes required file documentation, allowable costs, contract modifications, and terminations. Procedures for Section 3 and Resident procurement requirements will also be provided.

Topics discussed:


  • Access and Understand the Applicable Regulations and Resources

  • Avoid Conflicts of Interest

  • Master the Terminology and Key Words: "Shall", "Must", "Should" and "May" in the Procurement Process

  • Plan Ahead for Effective and Compliant Procurement

  • Identify Appropriate Contracting and Procurement Types for Different Products and Services

  • Build Effective Solicitation Documents

  • Navigate the "Ins and Outs" of Different Procurement Processes with Case Studies and Exercises



This class is great for: Procurement, Capital Fund, and Finance staff, Executive Directors, Maintenance Directors, Property Managers, and other staff with purchasing authority

Duration: 8 hours and 21 minutes

SKU: 220719 & 220720
Content
  • Instructions
  • Material Instructions
  • Course Materials
  • Course Agenda
  • Course Presentation - Day 1
  • Course Presentation - Day 2
  • 5369
  • 5369-A
  • 5369-B
  • 5370
  • 5370-C1
  • 5370-C2
  • 5370EZ
  • Procurement Integrity Bulletin V7
  • Additional Handouts
  • Day 1
  • 1.1
  • 1.2
  • 1.3
  • 1.4
  • 1.5
  • 1.6
  • Day 2
  • 2.1
  • 2.2
  • 2.3
  • 2.4
  • 2.5
  • 2.6
  • Section 3
  • end of course survey
  • EXAM - PLEASE EMAIL ARNETTC@NELROD.COM
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever