How to Administer Vendor Assessments
  • CODE : KENN-0017
  • Duration : 60 Minutes
  • Level : Advance
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Ken Jones has been working in the public and non-profit procurement field for 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. Currently, Ken works 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 in Nairobi, Kenya. Ken has presented on various procurement topics both in person and on the Web.

A Responsibility Check should be done before an award or contract is made to a vendor. This process will help ensure that a vendor is capable and reliable. Participants will learn how to Document an Assessment Review. They will learn ways to do Customization for vendor Types. Attendees will be able to understand what a Verification Check List is and how to create and use one. In addition, they will be given leads on where to find Verification Resources. These resources will be used to assist in determining whether a vendor is responsible. Procedures will be discussed relating to a positive outcome of a review as well as what to do about Negative Findings during the Review. Drafting Procedures will be discussed that among other things will provide for Penalties for Vendors that Fail the Assessment process and Communicating the value of the process to stakeholders and getting buy-in from administrators will also be covered.

Learning Objectives

  • Create a Vendor Assessment Program
  • Draft a Vendor Questionnaire
  • Draft a Vendor Review Checklist
  • Learn how to discover vendor issues
  • Learn how to handle issues revealed by the Assessment
  • Getting Management buy-in of the Assessment Program

Areas Covered

  • How to Document an Assessment Review
  • Customization for vendor Types
  • Verification Check List.
  • Verification Resources
  • Determining if a Vendor is Responsible
  • Negative Findings during the Review
  • Penalties for Vendors that Fail
  • Communicating the Process

Course Level - All Levels

Who Should Attend

  • Purchasing Agents
  • Contract Officers
  • Contract Managers
  • Compliance Officers
  • Internal Control Officers
  • Finance Officers

Why Should You Attend

Everyone in procurement or who is engaged with the selection of vendors needs to know how to mitigate risk when dealing with vendors. This program on vendor assessment will guide participants through the process of setting up a vendor responsibility review program. Attendees will be given tools they can use to review vendors on various key risk factors. Besides drafting a vendor questionnaire, they will learn ways to evaluate and confirm the vendor information provided using a vendor assessment verification form. This program will provide guidance in establishing vendors that are responsible and responsive to the needs of the company or organization.

  • $149.00



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