Purpose

Procurement and Section 3 focuses on HUD’s Handbook 7460.8 REV 2, which includes essential information for PHAs to comply with HUD regulations. This seminar will help your PHA establish an up-to-date and comprehensive procurement policy. Understanding the handbook and how it relates to project-based accounting, budgeting, and management will help you delegate more procurement and contract management responsibilities and accountability to your sites. By the end of this training, you should understand how to obtain the highest quality goods and services for the right cost, delivered on time, and in compliance with applicable laws and policies. In addition, you can learn to estimate costs of goods and services, develop criteria for the analysis of proposals, and realize cost savings in your procurement operation. The training will also cover temporary regulatory changes resulting from ARRA, stimulus dollars, and the “Buy American” provision. 

Understanding the handbook and implementing changes in PHA procurement policy is essential because the handbook:

• Provides very clear direction on what is mandatory and what is not
• Provides important definitions, including micro purchase, intended to “drill down” procurement to the site
• Simplifies and streamlines requirements to encourage more decentralization of procurement
• Contains strong guidance on ethics in procurement and contract management

PHAs need current information in order to comply with HUD's Section 3 requirements. NMA's three-day workshop will bring your agency up to speed on the most recent HUD webcasts and guidance.

Learning Outcomes

Upon completion of Procurement and Section 3, using HUD regulations and guidance, you should be able to: 

• Identify the procurement requirements the PHA must follow
• Recognize the various methods of procurement and contracting available to the PHA
• Understand how procurement can become more decentralized
• Apply good contract management principles
• Identify the programs that Section 3 applies to
• Understand the compliance requirements of Section 3
• Ensure contractor's compliance
• Identify the strategies for the implementation of a Section 3 program
• Understand the difference between Section 3 and MWBE requirements

Seminar #101-048

AGENDA:
View the agenda for in-person classes
View the agenda for live web trainings
METHOD: A group-live seminar featuring PowerPoint, case studies, group discussion, course books, and Q&A
LENGTH: Three days
AUDIENCE: Procurement and contract management staff
PROGRAM LEVEL: Basic
PREREQUISITES: None
ADVANCED PREPARATION: None
FIELD OF STUDY: Specialized Knowledge
EXAM: The certification exam is available for $175. Select the exam during checkout or click here to view a list of certification exams available.
CREDITS: CPE units = 23, CEU units w/ exam = 1.9

Nan McKay & Associates 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasbaregistry.org. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
CPE Sponsor ID# 101539

REGISTER: Select the seminar you'd like to attend from the list of locations and dates below to order online. Or fill out the PDF registration form and email to sales@nanmckay.com.

By registering for and attending this training, you agree that you will not copy, share, post, or otherwise disseminate training or exam materials, including but not limited to posting on the internet, internal network, shared drive, or other publicly accessible means of access. Unauthorized distribution of NMA materials may result in the loss of your certification and/or legal action. Hotel Recommendations: Please note that these are only recommendations. We also recommend asking for the government rate when booking rooms at any hotel. Cancellations: If you are unable to attend this seminar, you may send a substitute or receive a credit toward a future seminar, to be attended within a one-year period. If you are unable to attend, you must notify NMA in writing at least 60 calendar days prior to the start date of the seminar. If you do not notify NMA in writing, you are responsible for the entire registration fee. If you cancel less than 60 days prior to the start date of this seminar, a cancellation fee of $150 will be assessed. Substitutions must be in writing on company letterhead with the seminar name, location and attendee name, and received by NMA prior to the seminar start date. NMA reserves the right to cancel a seminar at any time. If a seminar is canceled by NMA, registration fees will be refunded or credited in full. NMA is not responsible for airfare, lodging or other related expenses. Please plan ahead by purchasing refundable airfare. Retaking Exams: Exam retake options vary; call for details. You are permitted to fail an exam three times before you are required to retake the seminar. NMA reserves the right to change any policies or pricing at any time and in its sole discretion. For more information regarding refund, complaint and program cancellation policies, please contact our offices at 800.783.3100.