Purchasing Basics 101
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Speaker : KENNETH JONES
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When : Tuesday, January 21, 2025
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Time : 01 : 00 PM EST
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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. A past Director of the SUNY Purchasing Association, Ken retired from the position of Assistant Director in January of 2014. However he was requested to continue to assist the office through the end of 2014. Ken worked part time for the SUNY Center for International Development as a Procurement Specialist assisting primarily with their program in Kenya, Africa. Ken has trained many University staff on procurement rules and regulations. He established online ordering processes with vendors ranging from Office supplies to Lab chemicals and continues to provide training in his current position to procurement staff at the University at Albany, SUNY. Ken has presented on various procurement topics both in person and on the Web.
The topic include using and completing procurement documents such as purchase requisitions and purchase orders, sending out competitive quotes, bids, and RFP’s as well as drafting contracts. Also included will be developing vendor databases and document workflow. Attendees will learn best practices and how to avoid pitfalls when doing formal procurements and contracts.
Areas Covered
For Existing Procurement Officers:
- Review what other offices are doing that you might adopt for your own program
- Do an upcoming problem procurement? This is an opportunity to get new ideas
- Enhance your procurement skills by going back to the basics to improve Your skill sets
For New Procurement Officers:
- Learn the basics from a veteran procurement officer
- Avoid delays and problems caused by inexperience
- Review real-world procurements from requisition to contract
- View sample documents and what terms to include
- Get a head start on drafting RFPs and Contracts
- Learn about working with a vendor database
Avoid Pitfalls in Procurement.
Setting up a procurement policy and workflow.
Including Internal Controls in your Procurement Procedures.
Drafting Procurement Documents and Contracts.
How to Increase Competition?
How to Avoid Protests?
Who Should Attend
- Procurement Officers
- Department Staff assigned to score an RFP
- Contract Officers
- Compliance Officers
- Office Counsel
- Finance Officers
Why Should You Attend
Attendees will learn about the different elements that make up a professional procurement program and will gain exposure to the various procurement processes they will need to know. Purchasing Basics 101 begins with definitions of the terms used in procurement and then provides a starting place for drafting a procedure manual, establishing bidding limits, and creating a procurement workflow. Next attendees will learn how to start a procurement including sample forms usually used such as a purchase requisition, purchase order, and quote form. The procedures for doing bids and RFP’s will be covered leading up to and including making an award and drafting a contract.
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$160.00
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