Implementing Purchasing Policies

August 04, 2020
90 Mins
Kenneth Jones

This webinar by industry expert Kenneth M. Jones is intended to provide attendees with information on implementing purchasing policies for purchasing professionals. Attendees will leave the program with practical applications that they can apply to their daily business. During the webinar, Kenneth will: 

  • Outline the strategic role of purchasing in the organization,
  • Review latest business writing techniques suited for the development of policies, processes, procedures, and service level agreements (SLA)
  • Discuss how to formulation policies to effectively govern the organizations purchasing activities,
  • Discuss how to design cross-functional processes and procedures that optimize effort, cost, time, output, and controls,
  • Guide to develop SLAs that set smart rules of engagement between the purchasing department and the rest of the organization, and
  • Share examples and case studies.
Webinar Agenda
  • Creating a Procurement Procedure
  • Creating a Workflow
  • Creating Documents
  • Internal Controls
  • Avoiding Pitfalls
Webinar Highlights

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.
    • What does our Procurement Office do best?
    • What does our Procurement Office do worst?
    • What services are we providing that you find helpful?
    • What services would you like added to make your job easier?
  • Meet with current stake holders that use your procurement documents in their workflow
    • Accounting
    • Receiving
    • Equipment or Asset Management
    • Safety or Hazardous Control Offices
    • Other internal control staff-
  • Meet with outside control agencies or departments that impact workflow

For new Purchasing Offices or new procedures review the stakeholders and their needs

  • Establish workflow 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.
  • Develop a procurement manual for the purchasing office

Case Study; Creating a Procurement Manual for a Grant-Funded Program

Avoiding Pitfalls in Procurement Policies

Who Should Attend
  • Purchasing
  • Finance
  • Accounting
  • Contracting
  • Internal Control Officers
Kenneth Jones

Kenneth Jones

Ken Jones has been working in the public and non-profit procurement field for over 30 years. He worked for the New York State Office of Taxation and Finance as a Purchasing Assistant from 1985-87 and left there to work for the University at Albany, SUNY where he served as a Purchasing Agent and in 1999 was the Assistant Director supervising and providing training for the Office of Purchasing and Contracts. This included proving training for both State procurement and The Research Foundation for SUNY procurement rules and regulations. His previous purchasing experience included procuring commodities, services and construction for the departments on campus including the Student Health Center...
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