Next class To Be Scheduled • 9:00 – 12:00; 1:00 – 4:00
Next class To Be Scheduled • 9:00 – 12:00; 1:00 – 4:00
COST: $550
TO REGISTER
ACCESS LINK AND APPLICABLE MATERIALS WILL BE EMAILED
TO REGISTRANTS PRIOR TO CLASS
SUMMARY
A thorough and comprehensive 12 hour class covering the essentials of the PHA procurement process including a review of 2 CFR 200 and the HUD Procurement Handbook, as well as information specific to Texas PHAs. Elective class for Texas Housing Association Public Housing and Housing Choice Voucher certification programs.
AGENDA
- Background
- Procurement Regulations and HUD Procurement Guidebook
- Micro Purchases
- Small Purchases
- Sealed Bids
- Competitive Proposals
- Non-Competitive Proposals
- Statement of Work and Specification
- Contract Administration
- Joinder Contracts
- Disadvantaged and Women Business Enterprises
- Mixed Finance Procurement
TRAINER
NAOMI BYRNE has over 20 years of experience in the housing and non-profit industries, managing multiple types of public housing and multi-family housing programs. She has experience in all aspects of running a Housing Authority, including accounting, human resources, capital funds, development, and property management and maintenance. She also has experience rehabbing/ developing single family and multi-family using HOPE VI, LIHTC, RAD, and conventional funding sources. She has served as President of Fort Worth Housing Solutions, the Executive Director of Texarkana Housing Authority and Georgetown Housing Authority and Chief Operations Officer for the Pittsburgh, PA Housing Authority. In 2018, she formed her own consulting firm, Stinger Consulting LLC, to provide guidance and assistance to PHAs in operations and development, and provided training and consulting to PHAs nationally through contracts with national consulting firms such as Nan McKay and Associates and EJP Consulting Group, LLC, and as a Faculty Trainer with NAHRO. As of March 2020, she has joined EJP Consulting Group, LLC full-time as a Senior Associate, and her focus area is assisting PHAs to evaluate, reposition and recapitalize their Public Housing assets. Naomi has certifications in Public Housing Rent Calculation, Occupancy and Management, Housing Choice Voucher Specialist and Program Management, Certified Professional of Occupancy, Maintenance Management, Tax Credit Specialist, Public Housing Executive Management, Project Based Voucher Specialist and Section 3. Naomi joined the THA training team in 2013.
RESOURCES
General Guidance
Procurement Chart
Procurement Checklist
Procurement Flowchart
TMLIRP Re: HUD Approval of Program
Guidebooks and Handbooks
Public Housing Development Handbook (7417.1 Rev 1)
Procurement Handbook (7460.8 Rev 2)
Procurement Training Guidebook (HUD)
Texas Procurement and Contract Management Guide 2018
Wage Determination Transition PPT
Sample Policies
Sample Procurement Procedures
Sample Procurement Policy (THA)
Forms – RFP & RFQ
HUD 5369 B
HUD 5369 C
HUD 5370 C1
HUD 5370 C2
HUD 51915
HUD 51915-A
ICE – RFP & RFQ pdf version
Forms – Small Purchases
HUD 5370 C1
HUD 5370 EZ
ICE – Small Purchase pdf version
Sample Cost Estimate Form pdf version
Sample Cost Quotation Form pdf version
Mandatory Contract Clause – NonConstruction
Forms – Sealed Bid
HUD 5369
HUD 5369 A
HUD 5369 B
HUD 5369 C
HUD 5370
ICE – Sealed Bid pdf version
Sample Bid Opening Sign Up Sheet pdf version
Sample Tabulation Sheet pdf version
Sample Checklist of Contractor Responsibility
Sample Contractor Reference Form
Sample Form of Bid pdf version
Sample Form of Bid Bond
Sample IFB Cover Sheet pdf version
Sample NonCollusive Affidavit 1
Sample NonCollusive Affidavit 2
Forms – Miscellaneous
Contractor Certification pdf version
Cost/Price Analysis Sample pdf version
Evaluation Committee – Conflict of Interest Disclosure
Evaluation Committee – Guidelines
Evaluation Committee – Instructions for Proposal Review
Mixed Finance – Developer RFQ Score Sheet
Mixed Finance – Evaluation
Mixed Finance – RFP/RFQ Outline
Joinder Information
Piggybacking regs
Piggybacking regs – 2 CFR 200
Sample Joinder Language for Contracts
Sample Joinder Form
OIG Reports
Davis Bacon Requirements
Davis Bacon Labor Standards Desk Guide
Davis Bacon Prevailing Wage Requirements
Making Davis Bacon Work
Section 3 (new regulations)
Other Guidance
Financing Transactions
Mixed Finance Procurement FAQs
PHAs and Affiliates
Procurement – Audits
Procurement – For Commissioners
Procurement Integrity Bulletin
Procurement – Legal Services
Procurement Practices PHAs
Procurement Regs at 2 CFR 200