Implementing Purchasing Policies

• 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 your 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