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Implementing Purchasing Policies

Date: Tuesday, April 16, 2019
Time: 1:00 - 2:40 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.


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

(Not available outside the US)