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.
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Why Lorman?
Over 32 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
Credit
More Program Information
Why Lorman?
Over 32 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
OnDemand Webinar
This course was last revised on February 26, 2018.
Call 1-866-352-9540 for further credit information.
- CPIM/CFPIM/CSCP 1.0
- This program may qualify for 1.0 certification maintenance points toward the CSCP, CPIM and CLTD designations through The Association for Operations Management.
- 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.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
Audio & Reference Manual
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
MP3 Download
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
Credit
More Program Information
Why Lorman?
Over 32 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
- 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 [email protected]
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Why Lorman?
Over 32 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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