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):
For Detailed Credit Information page
click here
Only registered attendee will receive continuing education credit.
Faculty
Kenneth M. Jones
- Procurement specialist working part time for the SUNY
Center for International Development with their program in
Kenya, Africa
- 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
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