Meeting/Event Information

Housing Alliance of Valley Employees - South Texas Region (HAVE-STR) Annual Conference

May 15, 2019 - 8:00 AM to
May 16, 2019 - 5:00 PM
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South Padre Island, TX
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Housing Alliance of Valley Employees - South Texas Region (HAVE-STR) Annual Conference

Sessions taught by Michael S. Gifford, C.P.M., CPSD 
Housing Agency Procurement Assistance 

Wednesday morning, May 15 - Session #1/2

"40 Things You May Not Know About Housing Agency Procurement (But Really Need To)."

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: 2 CFR §200.317 – §200.326; HUD Procurement Handbook 7460.8 REV 2.

Wednesday afternoon, May 15 - Session #3:  

"HUD-compliant Best Value Services Procurement: Focus on a Legal Services RFP" 
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: 2 CFR §200.320(d); Chapter 7 of HUD Procurement Handbook 7460.8 REV 2. 

Wednesday afternoon, May 15 - Session# 4: 

"HUD-compliant Best Value Services Procurement: Focus on a Construction IFB" 
DESCRIPTION: Except for a few exceptions, HUD typically requires housing agencies to utilize the Invitation for Bids (IFB) competitive solicitation process when retaining contractors for construction projects. IFB's are a low cost award in that the housing agency is required to complete an award to the responsive and responsible bidder that submits the lowest cost. This session will focus on how to issue a HUD-compliant IFB that encourages bidders to respond by cutting down the paperwork that all bidders must submit. 

REFERENCES: 2 CFR §200.320(c); Chapter 6 of HUD Procurement Handbook 7460.8 REV 2.  

Thursday morning, May 16 - Session #5: 

SESSION TITLE: "Independent Cost Estimates (ICE)—Cost Price Analysis (CPA): Why we do them and how they benefit us."
DESCRIPTION:
 For all procurements exceeding $3,000 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: 2 CFR §200.323; Sections 3.2, 10.3, and Appendix 12 of HUD Procurement Handbook 7460.8 REV 2.

Thursday morning, May 16 - Session #6: 

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.

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