Course

Core Certificate: Foundations of Planning and Analysis

  • Date: 01/27/2025 - 01/28/2025
  • Start Time: 8:00 AM Eastern Time
  • End Time: 5:00 PM Eastern Time
  • Instructor: Ms. Carolyn L. Everett, CPPO, CPPB
    Ms. Carolyn L. Everett, CPPO, CPPB
    Phone: 859-329-1068Fax: 502-573-2215

    Professional Certification(s) obtained: CPPO, CPPB


    Experience: Carolyn retired from Commonwealth of Kentucky’s Finance and Administration Cabinet, Division of Engineering & Contract Administration (DECA), where she served a Strategic Procurement Specialist III.


    > With over 29 years of experience, she has held a variety of positions in both the private and public sectors. Carolyn started her formal procurement career in the private sector, purchasing IT hardware, software, and paper goods for manufacturing plants, including Whirlpool Corporation. Later, she took a public procurement position at the Cabinet for Health & Family Services (CHFS), where she began as Administrative Secretary to the Branch Manager of the Procurement Dept. There, she moved through the ranks of Purchasing Officer I, II, III, Purchasing Agent I, and Internal Policy Analyst II, conducting complex Request For Proposals (RFPs) for Child Support, Food Stamps, Medicaid, IT technology, maintenance agreements, copiers, cell phones, etc. She also conducted solicitations for construction projects, equipment, maintenance, repairs, and Capital projects for the various State agencies, as well as the Kentucky universities and Department of Military Affairs.


    Carolyn is a long time member and served as Chapter President for the Kentucky Public Procurement Association (KPPA) and serves on the Forum Committee for NIGP




    NIGP Courses / Topics:
    Contract Administration
    Contracting for Construction Services
    CPPO PREP
    CPPB PREP
    Developing and Managing Requests for Proposals
    Introduction to Public Procurement
  • Level: Foundation
  • Format: Virtual Instructor-Led
  • Contact Hours: 16
  • CEUs: 1.6
Strategic thinking and stakeholder engagement are crucial skills in public procurement, driving effective decision-making and community service. NIGP’s Core Certificate: Foundations of Planning and Analysis is a comprehensive, interactive learning experience focusing on best practice guidance and strategic analysis. This course will enhance your ability to identify procurement goals, evaluate strengths and weaknesses, and engage with key stakeholders. By mastering these skills, you'll lead your entity towards successful risk-averse strategies and maximize benefits for stakeholders and communities.
Pricing:
PriceCostBeginsEnds
Core Certificate: Foundations of Planning and Analysis (Member: Early)$372.00 11/28/2024
Core Certificate: Foundations of Planning and Analysis (Member: Standard)$465.0011/29/202401/23/2025
Core Certificate: Foundations of Planning and Analysis (Non-Member: Standard)$565.00 01/23/2025
Core Certificate: Foundations of Planning and Analysis (Member: Early) $372.00
Core Certificate: Foundations of Planning and Analysis (Non-Member: Standard) $565.00
(prices valid until Nov 28, 2024)
Spots available: 12

Objectives

Upon successful completion of the certificate, the certificate holder will be able to:

  • Analyze the requirements for a project and provide the best solutions for the entity.
  • Determine the components and criteria required to successfully award a contract that meets the needs of the end user.
  • Describe how to customize terms and conditions in a contract to meet the entity’s needs.
  • Evaluate, select, and apply the tools and processes available for a comprehensive procurement plan.
  • Analyze the requirements of various internal stakeholders in order to adopt one set of specifications for commonly procured commodities.
  • Design contracts that satisfy the shared needs of multiple internal stakeholders to promote efficiency of the procurement function.
  • Evaluate cost and price data to determine total cost of ownership to an entity.
  • Compare the price of a commodity against the benefit to be derived by the entity to determine whether the expenditure is justifiable.

Intended Audience

This offering is targeted to individuals who meet or exceed the following professional demographics:  

  • Entry-level public procurement and central warehouse professionals who serve as assistants, coordinators, buyers, or equivalent functions within their respective entities.   

  • Non-procurement managers and supervisors who are responsible for either the procurement function or staff who provide procurement functions under delegated authority.   

  • Professionals who are employed by governing entities and special authorities (such as K-12 and higher education, publicly-owned utilities, transportation providers, and other publicly-funded or created organizations) that either serve within or manage the procurement function.  

  • Suppliers or representatives of suppliers seeking to understand the public procurement function from a holistic level, including the policies, standards, and procedures by which public entities must function.  


Completion Requirements

In order to successfully complete the NIGP Foundations of Planning & Analysis Certificate, learners must:

  • Complete any pre-work materials provided prior to the course start date.
  • Attend and participate in the entirety of the instructional event.
  • Complete the post-course evaluation survey available in Aspire.
  • Complete the final assessment examination with a 80% or higher.

Competency Alignment

This certificate is designed as an exercise-based learning experience and is tied to NIGP’s Public Procurement Competency Framework. Upon completion of the certificate requirements, learners will have demonstrated the successful knowledge, skills, and abilities in alignment with the following competencies:

  • Requirements Planning and Understanding
  • Standardization
  • Cost, Price, and Value Analysis
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Miscellaneous

Payment Information

  • Register online with credit card
  • Register online and upload a Purchase Order
  • Register by fax and download the print & fax form

*FORM OF PAYMENT MUST ACCOMPANY REGISTRATION FORM FOR ORDER TO BE PROCESSED

Methods of Payment Accepted: Check (make checks payable to NIGP), Purchase Orders (via print and fax form or online), and Credit Cards (Master Card, Visa, and American Express).

If paying by check, please make check payable to NIGP and send payment to:
NIGP, Attn: Seminar Registration
440 Monticello Avenue Suite 1802
PMB 63452
Norfolk, VA 23510


Sessions

Cancellation Policy

Registration and payment must be received 24 hours prior to the course start date. After this time, registrations will be based on space availability.  A full refund, less a $75 administrative fee will be given for cancellations made in writing 31+ days prior to the seminar date by emailing RegistrationInfo@nigp.org. No refunds are given for cancellations received within 24 hours of the seminar start date. There are no refunds for no-shows. If the seminar is cancelled for any reason, NIGP's liability is limited to the registration fee only.  

Attendee substitutions within the same agency may be done at any time with email notification to NIGP. If attending via scholarship, please provide documentation verifying the scholarship issuer's name and contact information in lieu of payment information. 

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Core Certificate: Foundations of Planning and Analysis

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