Implementing Purchasing Policies

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

• CPE
• ISM
• AIPB
• NASBA

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 kjones8@nycap.rr.com