Purchasing Improvement Project

The Purchasing Improvement Team is in the process of implementing its action set. The aim is to make the purchasing experience more user-friendly and efficient for the Purchasing Department’s many customers.

Read the team's full report [pdf]
This comprehensive roadmap highlights key actions, summarizes the team's work, and provides detail on all the planned improvements.

See the slides from the team's August 8 presentation [pdf]

Click below to watch the team's presentation (32 min.)
or go to full-screen format

August 2023

• Created "FAQ" card with answers to routine Purchasing inquiries.

• Developed quick Request For Informal Quotation form. [pdf].

• Developed Requisition Checklist [pdf] showing procurement thresholds, methods, and required documents. It informs requisitioners from the start and thus reduces loopbacks.

• Developed Sole Source Packet [doc] with template to generate the Sole Source Memorandum.

• Using scorecard to track number of days to dispatch purchase orders. (On average, 93% of regular POs are dispatched in 1-3 days.)

• Also tracking loopbacks to further streamline the start of the process and make it easier to follow.

• Relaunched updated Business Manager Certificate Program to support community with key info on policies and procedures.

• Developed a customer service satisfaction survey for end users.

Organizational Excellence

Purchasing Improvement Project

Challenge the conventional. Create the exceptional. No Limits.