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.

Faculty Member
Kenneth Jones
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.

Accounting Credits

CreditValueField of StudyFormat
CPE1.8 Accounting,
Finance
Live

Clear Law Institute 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 website: www.learningmarket.org. For more information regarding administrative policies such as complaint and refund, please see the tab above on our Money-Back Guarantee or contact us at 703-372-0550. 

CPE Credit - Maximum Credit Hours: Please see above. You must attend at least 50 minutes to obtain credit. Fields of Study: Please see above. Teaching Method: Lecture. 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.

Clear Law Institute 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.

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