Course

Core Certificate: Foundations of Planning and Analysis

  • Date: 04/16/2024 - 04/17/2024
  • Start Time: 8:00 AM Mountain Time
  • End Time: 5:00 PM Mountain Time
  • Location: Denver, CO
  • Hosted By: Rocky Mountain Governmental Purchasing Association Chapter of NIGP
  • Instructor: Ms. Magan Waltari, NIGP-CPP, CPSM, CPPB
    Owner
    Ms. Magan Waltari, NIGP-CPP, CPSM, CPPB
    Magan Waltari, CPPB, CPSM, NIGP-CPP is an experienced procurement professional with 16 years of experience in the procurement field, with 10 years specific to public transit procurement. She is currently the Procurement and Contracts Manager for Whatcom Transportation Authority (WTA) in Bellingham, WA. Prior to that, she served as a Project Coordinator for Alpha Technology Services providing back office coordination, project management, and customer support for a variety of national telecommunication construction projects. Magan was presented the 2020 Buyer of the Year by the Washington Chapter of NIGP. She often serves as a procurement subject matter expert for the Washington Transit Association’s Finance Officer Leadership Committee. Throughout her career at WTA, she has assisted peer agencies with DBE goal calculations, policy drafting, staff training, and succession planning. Magan currently serves on her NIGP Chapter Education Committee, Awards Committee, and Lunch and Learn Committees and chair’s the Chapter’s Marketing and Public Relations Committee. She also works with the NIGP Consulting team assisting other agencies with their procurement needs.
  • Level: Foundation
  • Format: In-Person
  • Contact Hours: 16
  • CEUs: 1.6

For the public procurement professional, the ability to think strategically for both the procurement function and the larger governmental entity as a whole is critical to serving the communities in which we live and work. Designed to outline proactive, applicable approaches to ensuring best practice guidance and implementation, NIGP’s Foundations of Planning and Analysis Core Certificate empowers novice public procurement professionals to better identify and articulate the goals and objectives of public procurement. Outlining and exploring critical skills such as strength and weakness evaluation, opportunities and threat analysis, and stakeholder-end user engagement, the Foundations of Planning and Analysis certificate prepares learners with base-level interactive and exercise-driven instruction, providing best practice guidance to help you not only lead your entity to successful risk-averse strategy but also to secure the best benefit for stakeholders and communities alike.

Pricing:
PriceCostBeginsEnds
Core Certificate: Foundations of Planning and Analysis (Member: Standard)$445.0002/17/202404/01/2024
Core Certificate: Foundations of Planning and Analysis (Non-Member: Standard)$545.00 04/01/2024
Core Certificate: Foundations of Planning and Analysis (Member: Standard) $445.00
Core Certificate: Foundations of Planning and Analysis (Non-Member: Standard) $545.00
(prices valid until Apr 1, 2024)
Spots available: 16

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

Local Contact

Name:David Musgrave
Phone:303-866-6291
Fax:303-866-3034
Email:david.musgrave@state.co.us

Sessions

Cancellation Policy

Registration and payment must be received 30 days prior to the seminar 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 30 days 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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