Purchasing Procedures for Tribes and Tribal Organizations
Finance

December 9-10, 2008

Las Vegas, NV

$720

Contracting and purchasing goods and services for tribal organizations and businesses can be complicated. There are many factors to consider, such as budgets, strategic plans, turnaround time and government requirements. This class will explore the various aspects of the process, including requirements under OMB Circular A-102 and P.L. 93-638, qualifying suppliers and using the team approach when developing a Statement of Work.

Our expert financial instructor will walk you through budgeting for acquisitions, purchase order specifications, terms and conditions necessary in an agreement and developing a negotiation strategy.

Let us guide you through the complexities of the purchasing process. Register for this comprehensive class today!

Topics that will be covered include:

Our Strategic Plan — How Do We Get There? Grant monies P.L. 93-638 contracts Tribal dollars Budgeting based on available dollars Using line items Using “flow down” to minimize the liability of the tribe Requirements under OMB Circular A-102 Budgeting the Dollars Using in-house resources vs. outsourcing Finding what you need to perform the contract and meet tribal goals Use of government surplus — the screening process Considerations for share programs Developing a detailed cost analysis Centralized vs. decentralized purchasing Source Considerations — Developing Competition Level of performance required in the solicitation: Turnaround times Delivery Terms and conditions considerations Three-bid process Proposals How to qualify the supplier Statement of Work and Purchase Order Specifications Utilizing your team Developing a comprehensive Statement of Work and specifications Environmental or footprint constraints Special electrical and installation requirements Types of tests required prior to acceptance: Performance test Functional test Types of warranties or services required after purchase

Essential Terms and Conditions Developing a two-phased solicitation with technical requirements separate from pricing Who has authority to commit the dollars? Minimum requirements Can I benefit from volume buy-type agreements on acquisitions? Requirements of the “Performance Milestone Schedule” What clauses do you need to protect the tribe? Performance bonds Liquidated damages Key personnel clauses Rights in technical data Construct the Request for Proposal Creating an RFP that can easily be converted into a contract Evaluation Criteria Developing a negotiation strategy What will be evaluated? Documentation of Evaluation and Award What do I need in my files? Award and Administration of the Contract