Purchasing Basics 101
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 programDo 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 setsFor New Procurement Officers:Learn the basics from a veteran procurement officerAvoid 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 databaseAvoid 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 AttendProcurement OfficersDepartment Staff assigned to score an RFPContract Officers Compliance OfficersOffice CounselFinance OfficersWhy 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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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.