Purchasing Basics 101

On-Demand Schedule Tue, December 06, 2022 - Tue, December 13, 2022
Duration 90 Mins
Level Basic & Intermediate & Advanced
Webinar ID IQW22A0111

  • Definitions
  • Procurement Legal Considerations
  • Procurement Manual
  • Procurement Workflow
  • Dollar Limits
  • Starting a Procurement
  • Formal Bids
  • Request for Proposals
  • Drafting Contracts
  • Best Practices

Overview of the webinar

Purchasing Basics 101 begins with definitions of the terms used in procurement and then provides a starting place of 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.

Who should attend?

  • Purchasing Agent
  • Contract Officer
  • Purchasing Associate
  • Buyer
  • Accounts Payable
  • Shipping and Receiving
  • Internal Control Officer

Why should you attend?

For anyone assigned to the procurement role or thinking about entering the purchasing field this program will cover an overview of the many areas of procurement from starting a procurement to drafting a contract as part of an award process. This would be a good refresher for the experienced procurement professional as well as those needing to understand how the various types of procurements are processed such as Quotes, Bids, and RFP’s.

Faculty - Mr.Ken 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.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 continued to provide training in his recent positions. After the Kenya Contract expired Ken continued to assist the UAlbany Purchasing Office with complex procurements through July of 2021. Ken has presented on various procurement topics both in person and on the Web for over 10 years. 

02-15-2022 - PURCHASING 101.pdf

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