(703) 690-4105 • Voice Mail (703) 440-1801 • Fax (703) 670-8404
Email: dhouseman@his.com • www.housemanandassociates.com
King Street Station • 1800 Diagonal Road, Suite 600 • Alexandria, VA 22314
SIMPLIFIED Acquisition Training
SA-01 Simplified Acquisition (5 days)SA-02 Advanced Simplified Acquisition (3 days)
SA-03 Simplified Acquisition Refresher (3 days)
SA-04 Small Purchase Descriptions (2 days)
SA-05 Purchase Card Training (1 day)
Title: Simplified Acquisition (5 days)
Course #: SA-01 • AGENCY SPECIAL ONLY
Tuition: List $16,500; GSA Price $9,933.
Special Discounts: $8,271/class (>14 classes or >$100,000 on a single order); $7,439/class (>29 classes or >$250,000 on a single order)
Tailoring: This course may be adapted to agency purchasing policies and practices including agency FAR implementation, purchasing forms, delegations of authority, and purchasing examples. Additionally, it may be structured for an audience of purchase cardholders and approving officials seeking authority to make purchases over the micro-purchase threshold.
Certification: This course meets 40 hour entry level certification requirements for purchasing agents and 1102 series purchasing personnel. It may also be used to provide additional training and certification for cardholders and approving officials for purchases over the micro-purchase limit.
Description: This entry level course introduces purchasing personnel to the simplified acquisition environment. It provides them with information and tools necessary to review incoming purchase requests; identify the appropriate source of supply; evaluate product and pricing information; issue written/oral orders; and provide purchase follow-up. It references the latest purchasing techniques applicable to buying commercial items, using GSA Advantage and E-Buy, and accessing source/item information on the internet. It covers:
- Purchasing environment including sources of supply, statutory and regulatory requirements, and basic procedures
- Purchasing from Required Sources including UNICOR, JWOD, and GSA programs
- Using Federal Supply Schedules, E-Library and GSA Advantage, Special Ordering Procedures, BPAs, Contractor Teaming Arrangements, and E-Buy
- Open Market requirements regarding competition, small business, DOL wage determinations, purchasing services, and documentation
- Performing market research, advertising in the FedBizOpps, and evaluating product information
- Soliciting quotations and awarding orders for commercial items using FAR 12 procedures
- Purchasing techniques including imprest fund, 3rd party draft, BPA, purchase order, and Government wide purchase card
- Purchase order follow-up including inspection and acceptance, payment, modifications, and terminations
Title: Advanced Simplified Acquisition (3 days)
Course #: SA-02 • AGENCY SPECIAL ONLY
Tuition: List $13,000; GSA Price $7,825.
Special Discounts: $6,515/class (>14 classes or >$100,000 on a single order); $5,861/class (>29 classes or >$250,000 on a single order)
Tailoring: This course can be adapted to include agency requirements, procedures (for example, automated system input, documentation and reconciliation), and approvals/clearances for special item buys.
Certification: This course meets agency requirements for maintenance training and re-certification of purchasing agents and 1102 series purchasing personnel.
Description: This course addresses the professional aspects of purchasing. It presents the legal structure of purchasing including regulatory requirements, Uniform Commercial Code principles, and case law decisions. It focuses upon new requirements and techniques for acquiring commercial items; special policies and guidelines for procuring support services; provision and clause selection/development; and purchase order administration. It covers:
- Legal framework of purchasing including requirements from the FAR; SBA, DOL, and OPM regulations; Uniform Commercial Code (UCC); and case law decisions.
- Establishing and placing orders against blanket purchase agreements and indefinite delivery contracts.
- Purchasing support services including personal services; private sector temporaries; DOL wage determination requirements and steps; and best value source selections.
- Purchase order administration including enforceability of purchase contracts; rights, obligations, and remedies under the UCC and commercial item clauses; and purchase contract changes and terminations.
- Provisions and clauses including those recommended by the FAR; those commonly used in simplified acquisitions; and those commonly used in commercial purchasing.
- Transportation issues including FOB destination terms and common problems, selecting FOB Origin terms, GSA domestic express services contracts, changes in transportation terms including delivery address, method, time, and quantity.
Title: Simplified Acquisition Refresher (3 days)
Course #: SA-03 • AGENCY SPECIAL & Self Study
Tuition: List $13,000; GSA Price $7,825.
Special Discounts: $6,515/class (>14 classes or >$100,000 on a single order); $5,861/class (>29 classes or >$250,000 on a single order)
A 24-hour credit self-study version is also available.
Tuition: List $520; GSA Price $524 (includes GSA Industrial Funding Fee)
Special Discounts: $418 (>9 registrants on a single order).; $392 (>29 registrants on a single order)
Self-Study: This course may be taken for 24-hour credit on a self-study basis. (see our self-study page). The self-study program must be completed within 90 days of receipt of the materials. Tuition is $520.
Certification: This course meets agency requirements for maintenance training and re-certification of purchasing agents and 1102 series purchasing personnel.
Description: This 3-day course provides an overview of sources of supply and the purchasing process and highlights recent regulatory changes. It addresses common problems throughout the purchasing process and presents practical solutions. It covers:
- Purchasing environment, required sources, and open market purchasing steps.
- Regulatory and procedural changes in purchasing.
- Common audit problems including competition abuses, common mistakes made on oral request for quotations, and common mistakes made on written requests for quotations.
- Small business requirements and goals including various set-aside programs.
- Special clauses for hotel conferencing, insurance requirements, rights-in-data, and independent contractors
- Requirement descriptions, brand name and generic descriptions, statements of work.
- Determining price reasonableness, price analysis techniques, COTS pricing, professional service order pricing, obtaining and correctly applying discounts.
- Federal Supply Schedule contracts, placing orders without a work statement, placing orders with a work statement, administration of GSA contract orders.
- Acceptance of a purchase order, Level I inspection, implied and express warranties, and common law remedies.
- Purchase order clauses including commercial item, FAR matrix, and writing your own.
Title: Small Purchase Descriptions (2 days)
Course #: SA-04 • AGENCY SPECIAL & Self-Study
Tuition: List $11,000; GSA Price $6,621.
Special Discounts: $5,513/class (>14 classes or >$100,000 on a single order); $4,959/class (>29 classes or >$250,000 on a single order).
A 16-hour credit self-study version is also available.
Tuition: List $440; GSA Price $443 (includes GSA Industrial Funding Fee)
Special Discounts: $354 (>9 registrants on a single order).; $331 (>29 registrants on a single order)
Agency Special: This course can be adapted to include sample agency work statements, agency desired formats, and internal guidance.
Self Study: This training is offered on a self-study basis for 16 hours of credit. (See our self-study page.) This self-study program must be completed within 45 days of receipt of the materials. Tuition is $440.
Certification: This course meets 16 hour refresher training requirements for purchasing agents and 1102 purchasing personnel.
Description: This course focuses upon requirements documents for simplified acquisitions. Upon completing this 2-day course, attendees will be able to:
- Know their role and responsibilities.
- Perform market research to identify and gather data.
- Apply simple techniques for developing purchase descriptions for commercial items.
- Identify and correctly state quantity. unit of issue. delivery. and shipping requirements.
- Apply simple techniques for developing work statements for services.
- Identify and correctly state requirements for tasks. deliverables. review and approval. and Government-furnished property.
- Apply streamlined format for work statement information.
- Avoid and eliminate common writing errors.
Title: Purchase Card Training (1 day)
Course #: SA-05 • AGENCY SPECIAL ONLY
Tuition: List $8,250; GSA Price $4,966.
Special Discounts: $4,135/class (>14 classes or >$100,000 on a single order); $3,720/class (>29 classes or >$250,000 on a single order)
Tailoring: This course can be tailored to the agency’s policies as well as the agency’s Bank (e.g., CitiBank) procedures and forms. It also includes web site addresses for Required Sources which accept the purchase card including examples on using such sources.
Certification: This course meets 8 hour certification requirements for cardholders and approving officials.
Description: This course looks to train cardholders and approving officials on the unique purchasing rules, responsibilities, and procedures of using the SmartPay purchase card. It covers:
- Specific cardholder and approving official responsibilities
- Conditions for using the purchase card including use and purchase limits
- How to use the purchase card including purchases from Required Sources and micro-purchases from Open Market sources
- Documentation and retention procedures
- Reconciliation, payment, and disputed transactions
- Purchase card security
- Convenience checks
- Procurement ethics