Implementing Purchasing Policies
Duration : 75 Minutes
Kenneth Jones,
Ken Jones has been working in the public and non-profit procurement field for over 30 years. He worked for the New York State Office of Taxation and Finance as a Purchasing Assistant from 1985-87 and left there to work for the University at Albany, SUNY where he served as a Purchasing Agent and in Read more
This session will help 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.
Course Objectives:
• How to improve and implement changes to current procurement procedures
• How to create new Procedures
• Ways to communicate changes to affected parties
• Soliciting Input to facilitate change
• Drafting a new procurement manual
• The importance of updating procedures and soliciting feedback after changes are made
Course Outine:
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
What You Get:
• Training Materials
• Live Q&A Session with our Expert
• Participation Certificate
• Access to Signup Community (Optional)
• Reward Points
Who Will Benefit:
Purchasing Officers, Contract Officers, Accounting Officers, Receiving staff, Compliance Officers
Please reach us at 1-888-844-8963 for any further assistance or if you wish to register
