Planning, Scheduling and Requirement Analysis

Contact hours: 24 hours
UPPCC* Re-Certification points: 3
CEU Units**: 2.25

General Description:
This course will cover strategic planning within an organization and the importance of its relationship to procurement planning. Planning models will be discussed as will public sector budgeting. Developing key partnerships within the organization in requirements determination will be explored, as this will lead to the development of proper specifications. Pricing strategies employed in the public sector such as cost analysis and life cycle costing will also be covered.

Intended Audience:
This introduction to the strategic planning/procurement planning process will be valuable to all public procurement professionals who are interested in developing strategic working relationships with end users in their organizations. This course will be beneficial to every public procurement professional attempting to advance in the field and develop their knowledge, skills and abilities relative to procurement’s strategic position within an organization. In light of the broad nature of the text, many of the concepts may be of special interest to the practicing public administrator and public procurement professionals.

Prerequisites:
Though no prerequisites are stipulated for this class, successful participants should have at least one year of public procurement experience prior to enrollment. Those without applicable experience may find this class more beneficial after having taken the NIGP Introduction to Public Purchasing.

Objectives:
Upon successful completion of this course participants will be able to:

	Recognize Procurement’s role in the organizational strategic planning process.
	Evaluate and apply the tools available for comprehensive procurement planning.
	Discuss how planning, scheduling and requirement analysis impacts the budget process.

Course Outline:
The following is an outline of the material for this course. Practical examples, group exercises and case studies will be utilized throughout the course. The content presented during any given class may vary depending on the background and experience of the participants.

Day One:
	Pre-test
	Strategy and Choice: Procurement’s Involvement in Organizational Decision Making (Chapter 1) Public Sector Planning Types of Plans Procurement’s Role in Strategic Planning The Procurement Cycle Integrated Procurement Planning Model
	Strategic Planning in the Public Sector (Chapter 2) Environment of Strategic Planning Strategic Planning Model Elements of Strategic Planning Action Agenda for Strategic Planning Organizational Stakeholders

Day Two:
	Strategic Procurement Planning (Chapter 3) Procurement Planning and Procurement Model Developing an Organizational Level Strategic Plan Developing Goals, Analyzing Options Supply Positioning Assessing Procurement’s Impact on Key Supply Markets Project Procurement Expenditures Performance Measurement Systems
	Linking Resource Allocation Decisions to Strategic Planning (Chapter 4) Budgetary Perspectives Budget Cycle in Government Budgetary Funds, Types of Budgets Preparing an Operating Budget Administering and Auditing the Budget Risk Management

Day Three:
	Purchasing Strategies: Their Relationship to Requirements Determination in the Acquisition Process (Chapter 5) Defining Customer Needs Budget Process Models Buying Plans and Analysis Methods Value Analysis Forecasting Determining Method of Solicitation Assessment of Market Conditions Determining the Method of Solicitation
	Specifications (Chapter 6) Specification Management Importance of Specifications Specification Development Types of Specifications Standardization Process Specification Writing and Techniques
	Pricing Strategies (Chapter 7) Supplier Pricing Strategies Competition Supplier Selection Evaluation Strategies
	Post-test

* Universal Public Purchasing Certification Council (UPPCC)

**CEU units for this workshop are granted through NIGP, which is authorized by the International Association for Continuing Education and Training (IACET), to offer courses for CEU units. To learn more about IACET and CEUs, visit www.iacet.org

Requirements of Participants to receive CEU units:

	Attendance at the entire course is required. A sign-in sheet will be available each day the class is in session. Daily sign-in is mandatory to be eligible to earn for CEU units.
	Active participation in all case studies, discussion and exercises.
	NIGP will not issue partial CEU units.
	An evaluation form must be completed and returned to the site coordinator prior to the completion of the course.

For NIGP’s complete Continuing Education Units (CEU) Policy Statement visit: www.nigp.org/educate/CEUPolicyStat.htm

Questions? Please contact education@nigp.org

The National Institute of Governmental Purchasing, Inc.
151 Spring Street, Herndon, VA 20170-5223
Phone: 703-736-8900 • Fax: 703-736-9639