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Live Webinar

90-minute live streaming program
  • February 26
  • 1:00 - 2:30 pm EST

Implementing Purchasing Policies

February 26

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.

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

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
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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Live Webinar Registration

  • AIPB 1.5
     
  • This program is acceptable for 1.5 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
     
  • ISM 1.5
     
  • Participants who successfully complete this program will receive 1.5 hours of continuing education. They may be applied toward ISM CPSM, CPSD or C.P.M. recertification. ISM's consent to approve hours for this educational event is not an endorsement of this program or its content by ISM.
     
  • CPE 1.8 including Production 1.8
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.8 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Production for 1.8 hours. Prerequisite: basic knowledge of purchasing contracts. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     
  • Lorman Business Center, Inc. is a registered provider for CPA CPE through the State Education Department of New York, Sponsor number: 000640. The following course will carry the subject area of Specialized Knowledge and Applications for 1.5 hours.
     
  • Lorman Business Center, Inc. has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program. This program qualifies for 1.8 hours of continuing professional education.
     

Who should attend?

This live webinar is designed for purchasing and procurement professionals, buyers, material managers, contract administrators, project managers, controllers, accountants and bookkeepers.

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Kenneth M. Jones

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 [email protected]
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Pay once and get a full year of unlimited training in any format, any time!

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Product ID: 400217
Published 2018
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