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 34 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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Why Lorman?
Over 34 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 Course
This course was last revised on April 16, 2019.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 34 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
- 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 34 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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