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Strategic Purchasing Procedures for
Tribes and Tribal Businesses


Date: October 26 - 27, 2020
Time: 12:30 p.m. EDT; 11:30 a.m. CDT; 10:30 a.m. MDT; 9:30 a.m. PDT; 8:30 a.m. AKDT
Duration: 4 Hours/Day
Location: ONLINE - VIRTUAL TRAINING
Tuition:   $849

Attend this LIVE, ONLINE TRAINING presented by our expert, who will be using all the interactive training tools used in the classroom and more. Youíll be able to ask questions, respond to polls, and collaborate with others. Donít let anything interrupt your training needs. Join us online and experience a different way of learning! Please click here for Virtual Training FAQs.


JOIN US FOR THIS IMPORTANT CLASS AS NEW TOPICS SURROUNDING THE CORONAVIRUS STIMULUS FUNDING and how it impacts purchasing procedures will be discussed. Get information on the CARES Act Paycheck Protection Program and what it means for your tribal organization.

The majority of money spent by tribes and tribal organizations, other than payroll, is on goods and services that support the mission of the organization. The opportunity for savings in this activity is significant but often overlooked. Many times you're dealing with people who are highly trained in purchasing techniques, which puts you at a disadvantage when spending the tribe's money.

This intensive class will introduce you to techniques and procedures that are guaranteed to save your organization thousands, if not millions, of dollars each year. Our expert will expose you to an array of concepts such as cost and price analysis, types of contracts, two-step sealed bidding, Brooks Act contracting and much more. We'll also fill you in on the procurement changes in OMB's new Uniform Guidance. Register for this action-packed class and start saving money for your tribe or organization immediately.

Perfect for purchasing staff, tribal administrators, board/council members, and anyone involved in the purchasing process.

T O P I C S   I N C L U D E

Tribal Coronavirus Stimulus Funding and How it Impacts Purchasing Procedures

  • Coronavirus Aid Relief and Economic Security Act
  • CARES Act Paycheck Protection Program:
    • SBA Guidance and implication for tribal governments
    • PPA Procurement and Accounting Requirements

Procurement and Accounting Tracking Suggestions for CARES and PPP Stimulus Funding

Other Tribal Coronavirus Stimulus Funding

  • DOJ Coronavirus Emergency Supplemental Funding Program
  • Centers for Disease Control and Prevention (CDC) Funding Opportunity for Tribal Public Health Capacity
  • Federal Transportation Administration (DOT) Apportionments and Allocations
Legal Requirements
  • Grants and Cooperative Agreements with State and Local Governments
  • Standards of conduct for purchasing staff
  • Davis Bacon Act requirements
  • 25 CFR Part 900 (BIA/IHS Regulations)
Cost and Price Analysis
  • When Grants and Cooperative Agreements with State and Local Governments are required
  • Differences between cost and price analysis
  • What to request in a cost proposal
  • Techniques for analyzing items of cost
  • Tricks contractors play
  • When price analysis is enough
  • How to conduct a price analysis
Two-Step Sealed Bidding
  • Developing the requirement
  • Sending out the IFB
  • Evaluation criteria
  • Negotiating with those selected
Types of Contracts
  • Fixed price (four types)
  • Cost reimbursement (pros and cons)
  • Fixed price incentive
  • Cost plus fixed fee
  • Which type to choose
  • Impact on contract administration
Small Purchase Procedures
  • Setting up sources of supply
  • Definite quantity
  • Indefinite quantity
  • Competition requirements
  • Obtaining quotes

Essential Terms and Conditions

  • Performance bonds
  • Payment bonds
  • Key personnel clauses
  • Rights in data
  • Termination for convenience of the government
  • Termination for default

Construction Contracting

  • Specifications
  • Clauses
  • Bid documents
  • Public bid opening
  • Determining responsibility of contractor
  • Differing site conditions
  • Change orders
  • Bonding issues
  • Developing a Statement of Work

  • Purpose
  • Saying what you want
  • Go No Go criteria
  • Evaluating the proposals
  • Competitive range
  • Negotiations
  • Best and final
  • Indian Preference

  • P.L. 93-638 7-A-B-C
  • When using Federal funds
  • When using tribal funds
  • Percentage of Indian ownership
  • Indian controlled
  • *Topics subject to change.

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