Bookmark Add to Calendar

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


Refund / Cancellation policy

Get In Touch

Subject : Implementing Purchasing Policies

paypal payment Comodo

Copyright ©2024 Signup Training. All rights reserved.