Available Conference Presentations - 2016


I am very pleased to do any number of the following presentations at NAHRO State and regional conferences (or any other housing organizations) for reasonable expenses only (i.e. airfare; lodging; transportation; per diem; etc.)—I do not charge a professional fee. I will provide my own lap top and projector—the conference shall provide the facility (classroom style), screen, access to power, flip chart, and duplication of handouts. If your organization is interested, please click on the "Contact" link above to contact me.

For a listing of the upcoming conferences I am scheduled to present at, please click here to see upcoming events.


(1) SESSION TITLE: "40 Things You May Not Know About Housing Agency Procurement (But Really Need To)" (2 parts/3 total hours)
DESCRIPTION: An interactive 3 hour review of 40 very important HUD-mandated requirements pertaining to purchasing and contracts. Topics that will be addressed include:  Informal quotes (QSPs); Formal Bids (IFBs) and Proposals (RFPs/RFQs); Advertisements; Specifications; Independent Cost Estimates and Cost Price Analysis; Non-competitive Justifications; Piggyback Justifications; Contracts and Contract Administration; and much more!  We will talk about procurements and contracts for supplies, equipment, and both maintenance and professional services.  This session includes a worksheet and forms. This is my most popular presentation!
REFERENCES: 24 CFR §85.36; 2 CFR §200.317 – §200.326; HUD Procurement Handbook 7460.8 REV 2.

(2) SESSION TITLE: "Can I buy stuff without a bid? Yep, but you better be careful!" (1.5 hours)
DESCRIPTION: There are times that we need stuff or services that will cost more than the Micro Purchase Threshold ($2,000) or the Simplified Acquisition Threshold ($100,000), but completing a competitive solicitation (quote; bid; RFP) is just not realistic. This session focuses on the specific exceptions and the written justification needed.
REFERENCES: 24 CFR §85.36(d)4; 2 CFR §200.320(f); Chapters 8, 14, and 15 of HUD Procurement Handbook 7460.8 REV 2.

(3) SESSION TITLE: "Contract Administration:  Your work ain't over when you sign a contract—it's just beginning" (1.5 hrs) 
DESCRIPTION: HUD requires that housing agencies take "all actions . . . to ensure" that the services provided for each contract are "successfully performed, that the PHA receives the required supplies or services" listed within the contract.  This session will cover in detail the "actions" listed by HUD within Chapter 11 of the HUD Procurement Handbook.
REFERENCES: Chapter 11 of HUD Procurement Handbook 7460.8 REV 2.

(4) SESSION TITLE: "Contract Clauses, including Options, Escalations, Terminations, and Mandatory Clauses" (1.5 hours)
DESCRIPTION: We all utilize contracts as formal agreements between our agency and contractors/suppliers to ensure we can get needed services and supplies in a timely manner. During this session we will address what to include in a HUD-compliant 'best practice' contract, with special emphasis on contract options, terminations, and escalation clauses."
REFERENCES: 24 CFR §85.36(i); 2 CFR §200.326, Appendix II; Chapter 11 and Sections 10.1 and 10.5 of HUD Procurement Handbook 7460.8 REV 2.

(5) SESSION TITLE: "Cooperative Purchasing Concepts and It's Relationship to Project-based Procurement" (1.5 hrs)
DESCRIPTION: HUD allows and "encourages" PHAs to implement Cooperative Purchasing Agreements with other local governmental agencies and even directly with contractors and suppliers who have contracts with other local governmental agencies. This session will detail the HUD-compliant and practical "in's and out's" of doing so, including how this procurement method will help your agency accomplish effective and compliant project-based procurement. Includes access to a justification form.
REFERENCES: 24 CFR §85.36(b)(5); 2 CFR §200.318(e); Chapter 14 of HUD Procurement Handbook 7460.8 REV 2.

(6) SESSION TITLE: "Ethics in Public Contracting:  Can I really do that!  Should I really do that?!" (1.5 hrs) 
DESCRIPTION: HUD requires that housing agencies maintain a "written code of standards of conduct governing the performance of their employees engaged in the award and administration of contracts."  This session will cover in detail those "written code of standards" as detailed by HUD within Chapter 11 of the HUD Procurement Handbook.  These standards apply equally to housing agency employees, members of the Board, and contractors retained by the housing agency.
REFERENCES: 24 CFR §85.36(b)(3); 2 CFR §200.318(c)(1); Chapter 4 of HUD Procurement Handbook 7460.8 REV 2.

(7) SESSION TITLE; "How to formulate a Construction Bid (Effective and Efficient techniques you might not know)" (1.5 hours)
DESCRIPTION: HUD requires housing agencies to most typically utilize the Invitation for Bids (IFB) competitive solicitation process when retaining contractors for construction. IFB's require the housing agency is issue a Design Specification and complete award to the responsive and responsible bidder that submits the lowest realistic cost. This session will focus on the IFB format, including a number of HUD-required forms that most housing agencies may not be aware of.
REFERENCES: 24 CFR §85.36(d)(2); 2 CFR §200.320(c); Chapters 6 of HUD Procurement Handbook 7460.8 REV 2.

(8) SESSION TITLE: "HUD-compliant Best Value Services Procurements: Focus on a Legal Services RFP" (1.5 hours)
DESCRIPTION: HUD allows (and encourages) housing agencies to utilize the Request for Proposals (RFP) competitive solicitation process when retaining contractors for professional services. RFP's are Best Value in that the housing agency is able to consider qualifications as well as cost in determining the awardee. This session will focus on a Legal Services contract, including access to sample forms.
REFERENCES: 24 CFR §85.36(d)(3); 2 CFR §200.320(d); Chapter 7 of HUD Procurement Handbook 7460.8 REV 2.
ADDITIONAL NOTE: As an alternate and if the Conference wishes, this session can also focus on another professional service including, but not limited to: Annual Audit Services; Banking Services; A/E Design Services; etc.

(9) SESSION TITLE: "Independent Cost Estimates (ICE)—Cost Price Analysis (CPA): Why we do them and how they benefit us." (1.5 hours)
DESCRIPTION: For all procurements exceeding $2,000 in the aggregate, HUD regulations require that a written ICE is in the file prior to issuing or completing such procurements and that all such costs received from contractors and suppliers are adequately analyzed. This session includes access to sample forms that will help agencies document these important requirements.
REFERENCES: 24 CFR §85.36(f); 2 CFR §200.323; Sections 3.2, 10.3, and Appendix 12 of HUD Procurement Handbook 7460.8 REV 2.

(10) SESSION TITLE: "No Faxing—No Mailing—Less Printing—Less Talk: Internet-based Purchasing Saves you Effort, Time and Money" (1.5 hours)
DESCRIPTION: A brief demo of the NAHRO eProcurement System (which I am the principal designer of), showing how conducting competitive solicitations on this Internet-based software will help your Agency stay in compliance with HUD procurement requirements and will save you time, effort and money.
REFERENCES: Sections 6.5.B.3 and 7.1.F.3 of HUD Procurement Handbook 7460.8 REV 2.

(11) SESSION TITLE: "Procurement Policy, Procedures and Practices—what is required and what is the difference." (1.5 hours)
DESCRIPTION: An overview and discussion as to how to write a policy and procedure, when and how each needs to be revised, and how each applies to day-to-day procurement and contract activities conducted by a housing agency. We will also address a number of "HUD Urban Myths" (e.g. typical practices that are not really allowed by HUD regulation).
REFERENCES: 24 CFR §85.36(b); 2 CFR §200.318 & §200.319(c); Section 2.2.A of HUD Procurement Handbook 7460.8 REV 2.

(12) SESSION TITLE: "Quotes and Bids and Proposals, Oh My! (Important Similarities and Differences)" (1.5 hours)
DESCRIPTION: Sooner or later, every housing agency needs to procure items and services over $2,000 and must conduct a Quotations for Small Purchases (QSP), an Invitation For Bids (IFB), a Request For Proposals (RFP), and/or a Request For Qualifications (RFQ), the four competitive solicitation methods available to housing agencies. This session is an overview of each, a discussion as to when to use each, and related documentation requirements.
REFERENCES: 24 CFR §85.36(d); 2 CFR §200.320; Chapters 5, 6, and 7 of HUD Procurement Handbook 7460.8 REV 2.

(13) SESSION TITLE: "Section 3: It's not has complicated as you might think." (1.5 hours) 
DESCRIPTION: There are a lot of misconceptions and myths circulating pertaining to the Section 3 program. This session addresses what the regulation actually says, what a housing agency is required to do, and best practices to accomplish a successful 'to the greatest extend feasible' Section 3 program.
REFERENCES: 24 CFR §135;Chapter 15 of HUD Procurement Handbook 7460.8 REV 2.

(14) SESSION TITLE: "Specifications and Statements of Work:  If you want a contractor to provide it, you've got to tell them what you want and need" (1.5 hrs) 
DESCRIPTION: HUD requires that housing agencies "incorporate a clear and accurate description of the technical requirements for the material, product, or service to be procured."  This session will cover in detail those "technical requirements" as detailed by HUD within Chapter 9 of the HUD Procurement Handbook; including: specification types; standardization; manufacturer's specifications; and statements of work. 
REFERENCES: 24 CFR §85.36(c)(3)(i); 2 CFR §200.319(c)(1); Chapter 9 of HUD Procurement Handbook 7460.8 REV 2.

(15) SESSION TITLE: "WMBE's, ROB's and Section 3: Myths, Requirements, Responsibilities, and Realities" (1.5 hours)
DESCRIPTION: Many housing agency staff are aware that their agency has responsibilities pertaining to Women-, Minority-, and Resident-owned businesses and Section 3 firms, but what are those specific responsibilities? During this session we will focus on those responsibilities, debunk some persistent myths, and discuss practical solutions.
REFERENCES: 24 CFR §85.36(e); 2 CFR §200.321; Chapter 15 of HUD Procurement Handbook 7460.8 REV 2.