In this practical webinar, you will learn about the different elements that make up a standard procurement procedure. You will receive detailed instruction on improving or changing a current procurement policy or program and how to start from scratch. Among other things, you will learn about technical areas to include in structuring a new or improved procedure or program. You will also follow along on a real case study involving creating procurement manual for a funded program without an initial customized manual. You will explore issues that come up and how to manage changes and keeping procedures current.
Below is an outline of the course:
- Assisting existing Procurement Offices in reviewing what is working and what isn’t working within their current environment by:
- Asking customers that you service to provide feedback or a formal customer satisfaction survey.
- Meeting with current stake-holders that use your procurement documents in their workflow
- Meeting with outside control agencies or departments that can impact workflow
- Laying out an implementation plan that will improve outcomes
- Establishing new Purchasing Offices to review their stake-holders and their needs
- Surveying their customer base
- Establishing work-flow based on internal needs and requirements
- Drafting internal forms such as Purchase Requisitions, Purchase Orders, Change Orders, etc
- Initiating additional internal controls such as authorized signatures, levels of approval, etc.
- Reviewing the technologies available to the customers and procurement staff
- Developing a procurement manual for the purchasing office
- 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
Upon course completion, you will be able to:
- Craft and edit an effective procurement policy or program
- Lay out an implementation plan that will improve outcomes
- Perform 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 contracts
- 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
Advanced Preparation: None
Program Level: Beginning
Field of Study: Accounting, Finance
Credit Type: Group Internet Based for the Live Program.
Center for International Development at the University of Albany
Ken Jones is a procurement specialist with the Center for International Development at the University of Albany. Ken has over 30 years of experience in the public and non-profit procurement sector, most of which was spent in hands-on procurement or supervising and training procurement staff.
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