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Implementing Purchasing Policies

Date: Monday, February 26, 2018
Time: 1:00 - 2:30 pm EST

Sponsored by Lorman Education Services

Registration - Live Webinar Only: $199.00

Registration - Live Webinar Plus CD Recording: $268.00


Ensure you have up-to-date information on policies, procedures, and contracts.

You will learn about the different elements that make up a standard procurement procedure. The topic will cover those looking to improve or change a current procurement policy or program and also for those starting from scratch.

You will learn about technical areas to include in structuring a new or improved procedure or program and then will follow along on a real case study involving creating procurement manual for a funded program that did not have a customized manual for them to use.

You will also learn of issues that come up and how to manage changes and keep procedures current.

Learning Objectives:

  • You will be able to describe how to develop a procurement manual for the purchasing office.
  • You will be able to recognize what is and is not working in your current environment.
  • You will be able to discuss how to avoid pitfalls in procurement policies.
  • You will be able to review case studies.

This Live Webinar Covers These Hot Issues:

For Existing Procurement Offices Review What Is Working and What Isn't Working in Your Current Environment...

  • Ask Customers That You Service to Provide Feedback or a Formal Customer Satisfaction Survey
  • Meet With Current Stake Holders That Use Your Procurement Documents in Their Workflow
  • Meet With Outside Control Agencies or Departments That Impact Workflow
  • Based on the Feedback Lay out an Implementation Plan That Will Improve Outcomes

For New Purchasing Offices or New Procedures Review the Stake Holders and Their Needs

  • Do a Survey of Who Your Customers Are and Then Define Their Needs and Abilities
  • Establish Work Flow Based on the Procurement Office's Internal Requirements and Needs of the Customers
  • Draft Internal Forms Such as Purchase Requisition, Purchase Order, Change Order and Vendor Contract
  • Initiate Internal Controls Such as Authorized Signatures, Levels of Approval, etc.
  • Review the Technologies Available to the Customers and Procurement Staff
  • Develop a Procurement Manual for the Purchasing Office

Case Study; Creating a Procurement Manual for a Grant Funded Program

  • Which Rules That Will Have Precedence
  • Processing Time Limits
  • Bidding Levels
  • Sample Documents
  • Procurement Levels and Approvals
  • Single and Sole Source Requirements
  • Changing Procedures From Paper Based to Electronic Work Flow
 Avoiding Pitfalls in Procurement Policies

Credit Information (Sponsored by Lorman Education Services):
  • CPE
  • ISM
  • AIPB

For Detailed Credit Information page click here

Only registered attendee will receive continuing education credit.

Instructor Profile:

Kenneth M. Jones

  • Procurement Specialist working part time for the SUNY Center for International Development with their program in Kenya, Africa
  • Has trained many University staff on procurement rules and regulations
  • Established online ordering processes with vendors ranging from office supplies to lab chemicals and continues to provide training in his current position to procurement staff in Nairobi, Kenya
  • More than 30 years of experience working in the public and nonprofit procurement field
  • Previous purchasing experience included procuring commodities, services and construction for the departments on campus
  • Conducts regular seminars, webinars and workshops on various procurement topics
  • Past Purchasing assistant for the New York State Office of Taxation and Finance
  • Can be contacted at 518-875-6854 or

(Not available outside the US)