Register by 5/1/2025

No refunds for cancellations after May 16, prior to May 16 a 50% refund may be requested


Pre-Training 

 June 16th  

       9:00am-4:30pm      


Procurement with AI & Benefits & Contracts for Housing Authorities

Brendan McGrath Chief Legal Officer of Municipal Housing Authority for the City of Yonkers

Procurement training for housing authorities is essential to ensure that staff members involved in the procurement process understand the regulations, best practices, and strategies necessary for effective purchasing. Here’s a structured approach to developing a procurement training program specifically tailored for housing authorities:

Objectives of the Training

1. Understand Procurement Regulations: Familiarize participants with federal, state, and local procurement regulations relevant to housing authorities (e.g., HUD guidelines).

2. Best Practices in Procurement: Introduce best practices for procurement processes, including ethical considerations and sustainability.

3. Effective Supplier Management: Teach strategies for evaluating, selecting, and managing suppliers and contractors.

4. Budgeting and Cost Control: Equip participants with skills to manage budgets and control costs associated with procurement.

5. Risk Management: Highlight the importance of identifying and mitigating risks in procurement activities.

6. Technology Utilization: Demonstrate the use of technology and software that can streamline procurement processes.

Training Modules

Module 1: Introduction to Procurement

• Overview of procurement and its role in housing authorities.

• Types of procurement (goods, services, construction).

• Importance of value for money and cost-effectiveness.

Module 2: Regulatory Framework

• Overview of federal regulations (e.g., 2 CFR Part 200, HUD guidelines).

• State and local procurement regulations.

• Compliance and reporting requirements.

Module 3: Procurement Processes

• Steps in the procurement cycle (planning, solicitation, evaluation, awarding, contract management).

• Writing effective specifications and scope of work.

• Understanding proposals and bids.

Module 4: Supplier Management

• Techniques for supplier selection and evaluation.

• Building and maintaining relationships with suppliers.

• Performance monitoring and contract compliance.

Module 5: Budgeting and Financing

• Understanding budget formulation and approval processes.

• Cost estimation techniques.

• Strategies for maximizing procurement efficiencies and savings.

Module 6: Risk Management

• Identifying potential procurement risks (financial, regulatory, reputational).

• Techniques for risk mitigation and contingency planning.

• Importance of transparency and accountability.

Module 7: Technology in Procurement

• Overview of software and tools that aid in the procurement process (e.g., e-procurement systems).

• Data analytics for procurement decision-making.

• Best practices for implementing procurement technology.

Module 8: Case Studies and Best Practices

• Real-world examples of successful procurement in housing authorities.

• Discussion of common challenges and solutions.

• Sharing of experiences and wisdom from seasoned professionals.

Evaluation and Feedback

• Pre- and post-training assessments to measure knowledge gained.

• Participant feedback forms to continuously improve the training program.

• Follow-up sessions or refresher courses to reinforce learning.

Conclusion/Take Away

A well-structured procurement training program can significantly enhance the efficiency and transparency of housing authorities' procurement processes. By focusing on regulatory compliance, best practices, risk management, and technology, housing authorities can better serve their communities and utilize public funds more effectively.

Using AI for housing authority procurement training can enhance the efficiency, effectiveness, and transparency of procurement processes. Here are several strategies and tools that can be implemented using AI to support this initiative:

1. Automated Training Modules

• E-Learning Platforms: Create AI-powered e-learning platforms that provide personalized training experiences for procurement staff. These platforms can assess the current knowledge level of users and adapt the curriculum accordingly.

• Interactive Simulations: Use AI to design simulation-based training that allows teams to engage in real-life procurement scenarios, helping them practice decision-making and problem-solving skills.

2. Natural Language Processing (NLP)

• Chatbots Assistance: Implement AI-driven chatbots to answer common procurement queries. This can help staff get quick answers without needing to consult manuals or wait for human trainers.

• Document Analysis: Use NLP tools to analyze procurement documents, contracts, and past bids. The AI can highlight key components, trends, and suggestions for improvement.

3. Predictive Analytics

• Forecasting Demand: Train the staff on using AI tools for forecasting housing needs and related procurement activities. This can help them understand market trends and adjust their procurement strategies accordingly.

• Supplier Performance Analytics: Leverage AI to analyze supplier performance, helping staff learn how to select the best vendors based on historical data.

4. Data-Driven Decision Making

• Visual Dashboards: Implement AI-driven dashboards that provide insights into procurement activities, budget usage, and compliance levels. Training staff to use these dashboards improves their ability to make informed decisions.

• Risk Assessment Tools: Teach staff how to utilize AI tools that assess the risk associated with different procurement options, enabling them to make safer choices.

5. Policy and Compliance Training

• Regulatory Updates: Use AI to keep training materials up-to-date with the latest regulatory changes and compliance requirements. Automated systems can flag updates that affect procurement processes.

• Scenario-Based Learning: Incorporate scenario-based training where AI generates realistic procurement challenges based on current policies, allowing staff to practice compliance in a controlled environment.

6. Feedback and Continuous Improvement

• Performance Tracking: AI can track the progress of staff training and provide recommendations for additional resources or training modules tailored to individual needs.

• Sentiment Analysis: Analyze feedback from training sessions to understand areas of improvement and adapt training content to better meet staff needs.

7. Collaboration Tools

• AI-Powered Collaboration Platforms: Use AI to facilitate collaboration among procurement teams. These tools can suggest best practices, connect teams with expertise needed for specific projects, and streamline communication.

8. Case Studies and Best Practices

• AI in Procurement: Introduce case studies showcasing successful integration of AI in procurement from other housing authorities or sectors. Analyzing these cases can inspire teams to innovate within their processes.

Implementation Steps

1. Assess Training Needs: Identify the specific training needs of your procurement team.

2. Select AI Tools: Choose appropriate AI technologies that meet those needs.

3. Develop Content: Collaborate with experts to create tailored training content.

4. Pilot Programs: Run pilot training programs and gather feedback to refine the approach.

5. Scale and Evaluate: Scale up successful training initiatives and continually evaluate their effectiveness.

By leveraging AI in procurement training, housing authorities can improve their operational efficiency, enhance transparency, and ensure compliance


SPRING CONFERENCE

Tuesday, June 17th



7:00am.-8:15am

CONFERENCE REGISTRATION & BREAKAST with SPONSORS & EXHIBITORS


8:15am -8:30am

Bill Simmons, NYSPHADA President

Welcome


8:30am-9:30am

Keynote Speaker - Anna Maria Larsen

Authentic Leadership: From the Inside - Out: A conversation with Wilson Kimball, President and CEO, MHACY and Executive Director of NYSPHADA, and Anna Maria Larsen, Executive Mentor, Lumenis Partners, LLC


9:30am-9:45 am

BREAK


9:45am-10:30am

1. Cybersecurity & AI with Troy LePage from HAI Group

2. How RAD can go bad, a cautionary tale

3. Building Resilient & Sustainable Affordable Housing: A Call to Action with Kara Magoolaghan, CPHD, Principal KMCG LLC.


10:45am-12:00pm

1. De-escalation Training & Emergency Preparedness

2. Making your website work for you

3. Securing Public Entities: Understanding the latest Cyber Threats & Prevention Strategies


12:00pm-1:15 pm

Scholarship Luncheon


1:30pm-3:00pm

Legislative Update- From Washington & NY

Assemblywoman Rosenthal & Senator Kavanaugh


3:00pm-3:15pm

BREAK


3:15 pm-4:45pm

1.HUD ROUND Table- Jacqueline Molinarao -Thompson

2.How to Lobby local electives & making strategic partnerships within your community-

3.Employee Retention


5:30pm-7:30pm

Sponsor & Exhibitor Cocktail Reception



WEDNESDAY, June 18th


7:30am-8:15am

BREAKFAST WITH SPONSORS AND EXHIBITORS


8:30am-9:45am

Executive Directors (ONLY) ROUND TABLE

*NYSERDA- Launch of PHA Cohort: Resources to Engage with Portfolio Energy Modernization

* Government Accounting Standards Board (GASB)updates-Chad Porter, CEO at Smith Marion

*Upstate Medical University- She matters Outreach Program

1.HOTMA Updates-

2.Legal Proceedings –

3.Insurance issues-


9:45am-10:00am

BREAK


10:00am-11:10am

1.New Hire roundtable

2."Administrative Services to Support Growth and Efficiency"

3.Current events in housing, among other topics- Tim Kaiser, Executive Director PHADA


*Topics are subject to change


NEW THIS YEAR! 

NYSPHADA Scholarship 9-hole golf tournament at Sandstone Hollow & Pleasant Knolls Golf Course.

Includes box lunch, two drink tickets contests and raffles! 

Proceeds will support NYSPHADA Scholarship Fund.

Monday, June 16th

 SHOTGUN START 12:30pm

  • 9 Hole Tournament, includes box lunch, greens fees & cart, two drink tickets.
    All Boxed Wraps and Sandwiches include Chips, Pasta Salad, Chocolate Chip Cookie, Condiments on the Side,Bottled Water or Bottled Soda

  • 9 Hole Tournament, includes box lunch, greens fees & cart, two drink tickets.
    All Boxed Wraps and Sandwiches include Chips, Pasta Salad, Chocolate Chip Cookie, Condiments on the Side,Bottled Water or Bottled Soda. Lunch options will be emailed to you soon.

  • All par 3 course

  • Traditional par 36 course

  • Turkey, Ham, Diced Tomato, Leaf Lettuce

  • Turkey, Garlic Mayo, Diced Tomato, Leaf Lettuce

  • Mixed Greens, Black Beans, Avocado, Diced Tomato,
    Pickled Onion (Veg)

$0.00

WHEN COMPLETING THE BILLING INFORMATION BELOW PLEASE CHECK THE BOX FOR ORGANIZATION AND ENTER COMPANY/HOUSING AUTHORITY NAME


Billing Information

  • Visa
  • Mastercard
  • American Express
  • Discover
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