Procurement Desk Reference
The Procurement and Supply Manager's Desk Reference\ "Finally, a cohesive volume written for the worldwide profession of purchasing and supply chain management."\ ——James D. Reeds, CPM, CFPIM, CIRM, CPCM President, Institute for Supply Management—Silicon Valley\ "Great resource. This work is educational, informative, and certainly, most practical."\ ——Peter Sterlacci Director, Professional Development, San Jose State University\ "Complete with useful information—the authors are extraordinary...
Search in google:
The Procurement and Supply Manager's Desk Reference "Finally, a cohesive volume written for the worldwide profession of purchasing and supply chain management." —James D. Reeds, CPM, CFPIM, CIRM, CPCM, President, Institute for Supply Management-Silicon Valley "Great resource. This work is educational, informative, and certainly, most practical." —Peter Sterlacci, Director, Professional Development, San Jose State University "Complete with useful information-the authors are extraordinary experts in the field of supply chain management." —Michael Geraghty, MBA, President, Geraghty International, and author of Anybody Can Negotiate—Even You! Destined to become every supply manager's essential desktop tool with in-depth, authoritative coverage of each topic Leaving no stone unturned in covering all aspects of the purchasing and sourcing function, The Procurement and Supply Manager's Desk Reference is filled with everything every supply manager needs to know about the key roles and responsibilities of a procurement manager. Filled with practical aids such as checklists and customizable forms, this essential book provides an easy-to-use road map for the supply manager in the new millennium. With an eye toward incorporating proactive strategies and best practices, The Procurement and Supply Manager's Desk Reference offers detailed coverage and tips on: Procurement and Best Business Practices Sourcing Management How to select suppliers and measure performance The best way to leverage computer systems Providing value to the organization Identifying thosestrategies that will work best for your business for years to come
Preface ixAcknowledgements xiProcurement and Best Business Practices 1Understanding Procurement 2Understanding and Conveying Requirements 3Creating Strategic Plans and Tactics 5Finding Innovative Methods and Exploring Alternatives 6Providing Procurement Services 7Accepting Orders 8Placing Orders 12Mastering Procurement and Business Tactics 15Budgets and Expense Allocation 15Internal Control Systems 16Establishing Procurement Methods 17Internal Cost-Related Analysis Tools 19Keeping Supplier Information 23Summary 24Sourcing Management 26Establishing Requirements 27Creating and Organizing Requirements 28Developing Specifications and Formats 29Specification Traps 34Locating and Developing Sources of Supply 35Types of Competition 38Locating Suitable Suppliers 39Determining Changing Marketplace Factors 41Obtaining Bids and Proposals 42Bidding Guidelines 43Formulating the Bid or Proposal Type 44Managing Sourcing Data 47Types of Sourcing 47Maintaining Sourcing Lists 48Regulatory Factors Governing Procurement 49Import/Export Issues 54Summary 54Selecting Suppliers and Measuring Performance 56Selecting the Supplier and Awarding the Contract 57Applying Selection Criteria 62Administering the Contract 73Summary 78Contract Administration 79Contract Essentials 80Reviewing Contracts for Legal Requirements 93Aligning Contracts and Practices with Policy 95Maintaining Procurement Documents and Records 97Summary 98Administering Contracts for Optimum Supplier Performance 100Managing Contract Compliance 101Tracking and Expediting Deliveries 110Handling Supplier-Related Deviations 111Summary 119Project Management 121The Five Project Management Processes 121Stage One: Initiating a Project 124Stage Two: Project Planning 126Stage Three: Project Execution 133Stage Four: Project Controlling 137Stage Five: Project Closeout 140A Key Knowledge Area: Project Procurement Management 141Summary 144Negotiations 145Assessing the Negotiating Environment 146Gathering Information and Analysis 149Preparing for the Negotiation 153Conducting the Negotiation 160Summary 165Leveraging Computer Systems 166Using Basic Information Technology Processes 167Using Software for Procurement 171Sourcing Supply Management Tools 180Summary 182Quality 183Managing Quality Performance 184Ensuring Quality Performance 189Summary 195Procurement's Internal Relationships 196Understanding Key Departmental Roles 197Developing Good Working Relationships 204Participating in Cross-Functional Operations 206Reengineering Supply Management 210Summary 216Supplier Relationship Management 217Managing Productive Supplier Relationships 218Developing Continuous Improvement 223Pricing Factors and Supply 225Representing the Organization 230Summary 234Financial Decisions for Sourcing 235Performing Make-or-Buy Analysis 236Performing Lease-or-Buy Analysis 241Formulating Financial Strategies 244Summary 249Material Management and Supply Operations 251Inventory Control and Management Systems 252Physical Management and Inventory Accounting 262Disposition Surplus Assets 264Summary 268Logistics 269The Logistics Process 270Modes of Transportation 277Traffic Management 281Customs 283Logistics in the Context of International Trade 286Government Organizations and Roles, Regulations, and Controls 294Supplemental Information 300Summary 303Links 304Providing Value to the Organization 306Standardizing Purchased Materials 307Improving Procurement-Related Processes 311Controlling and Reducing Cost 313Supporting New Product Introduction 317Summary 318Strategic Planning for Procurement 320Developing Demand- and Forecast-Based Procurement Strategies 321Planning Procurement Requirements 327Conducting Market Analysis 333Summary 347The Procurement Organization 349Planning Procurement Strategies and Objectives 350Developing Departmental Goals and Objectives 355Formulating Operational Policies and Procedures 357Preparing Departmental Reports 360Responding to Audits 366Evaluating Procurement Department Performance 369Administering Departmental Budgets 371Budgeting Processes 372Working with Operational Forms 373Summary 375Human Resources for Procurement 377Leading the Supply Management Team 378Recruiting, Hiring, Promoting, and Terminating Employees 384Training for Professional Competence 387Job Performance 390Handling Employee Performance Issues 393Preventing Workplace Discrimination and Harassment 396Summary 400Sample Purchase Requisition Form 402Sample Purchase Order Form 403Electronic Catalog Example 404Common Auction Types 407Commonly Used Financial Ratios 409Request for Proposal (RFP) Example 411Request for Quotation Example 434Outline of Uniform Commercial Code and Article 2 435Important U.S. Import/Export Regulations 440Sample Terms and Conditions 441Links to Related Professional Organizations 448Bibliography 453Index 458
