Attendees 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. Attendees 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 a procurement manual for a funded program that did not have a customized manual for them to use. Attendees will also learn of issues that come up and how to manage changes and keep procedures current.

For existing Procurement Offices review what is working and what isn’t working in your current environment.

• Ask customers that your service to provide feedback or a formal customer satisfaction survey.
• Meet with current stakeholders that use your procurement documents in their workflow
• 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

• Which rules will have precedence 
• Processing time limits
• Procurement Levels and Approvals
• Changing procedures from paper-based to electronic workflow

Avoiding Pitfalls in Procurement Policies

Who Will Benefit?

• Taxation and Accounting
• Purchasing