
The Procurement and Supply Manager's Desk Reference
Beschreibung
Weitere Details
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Inhalt
- Intro
- The Procurement and Supply Manager's Desk Reference
- Contents
- Preface to the Second Edition
- Acknowledgments
- CHAPTER 1 Procurement and Best Business Practices
- Understanding Procurement
- Understanding and Conveying Requirements
- Material or Service
- Specification
- Statement of Work (SOW)
- Time of Performance
- Price and Payment Terms
- Shipping Destination, Method, and Terms
- Creating Strategic Plans and Tactics
- Finance
- Manufacturing and Operations
- Sales and Marketing
- Supply Management
- Finding Innovative Methods and Exploring Alternatives
- Providing Procurement Services
- Accepting Orders
- Order Approval and Authority
- Types of Purchase Requests
- Placing Orders
- Ordering Formats
- Placement Priority
- Mastering Procurement and Business Tactics
- Budgets and Expense Allocation
- Internal Control Systems
- Establishing Procurement Methods
- Procurement Negotiations
- Competitive Bidding
- Internal Cost-Related Analysis Tools
- Direct Costs
- Indirect Costs
- Overhead
- Total Cost of Ownership
- Hard and Soft Costs
- Accounting Systems
- Utilizing Financial Tools
- Keeping Supplier Information
- Confidentiality
- Business Reports
- Samples and Returns
- Summary
- CHAPTER 2 Sourcing Management
- Establishing Requirements
- Creating and Organizing Requirements
- Roles and Responsibilities
- Project Team
- Customer Inputs
- Other Inputs
- Developing Specifications and Formats
- Technical Specifications
- Functional Specifications
- Performance Specifications
- Standards
- Benchmarking
- Quality Control
- Statement of Work
- Timeline
- Performance
- Terms and Conditions
- Specification Traps
- Uneeded Customization
- Disregarding Performance Requirements
- Brand Name
- Locating and Developing Sources of Supply
- Local, Domestic, or International
- Size
- Original Manufacturer or Distributor
- Types of Competition
- Open Competition
- Sole Source
- Single Source
- Technical or Limited Competition
- Partnership/Joint Venture
- Co-Sources
- Consortium
- Requirements Integration
- Locating Suitable Suppliers
- Directories and Industrial Guides
- Internet Search Tools
- Trade Associations/Trade Shows
- Governmental Agencies
- Minority Supplier Directories
- Consultants
- Market Analysis: Determining Changing Marketplace Factors
- Economic Conditions
- Technology
- Performance
- Obtaining Bids and Proposals
- Bidding Guidelines
- Provide Clear Content
- Determine Compressible Spending
- Ensure Responsive, Responsible Competition
- Enable Fair and Ethical Bidding Processes
- Hold an Open Prebid Conference
- Formulating the Bid or Proposal Type
- Sealed Bid
- Posted Offer to Buy
- Automated Bidding
- Request for Information (RFI)
- Request for Proposal (RFP)
- Request for Quotation
- Managing Sourcing Data
- Categories of Existing Sources
- Approved Supplier List
- Certified Suppliers
- Qualified Suppliers
- Preferred Suppliers
- Disqualified Suppliers
- Maintaining Sourcing Lists
- Electronic Tools
- Contracts Database
- The Strategic Sourcing Plan
- Plan Elements
- Opportunity Analysis
- Operational Sourcing Strategy
- Steps to Implementing the Plan
- Operational Objectives
- Summary
- CHAPTER 3 Solicitation of Bids and Proposals
- Solicitation Planning
- Product or Service Characteristics
- Solicitation Types
- Solicitation Methods
- Mail or Courier
- Published Posting
- Web-Based Portals
- E-Mail Solicitations
- Telephone
- Mailing Lists
- Crowdsourcing
- Summary
- CHAPTER 4 Supplier Selection Criteria
- Selecting the Supplier and Awarding the Contract
- Evaluating Offers
- Responsiveness
- Capability
- Measures of Liquidity
- Measures of Profitability
- Financial Data Sources
- Operational Measures and Measures of Efficiency
- Productivity
- Market Share
- Service
- Quality Management Process
- Customers and Reputation
- Applying Selection Criteria
- Qualifying the Supplier
- Site Visit
- Reviewing, Approving, and Issuing the Contract
- Administering the Contract
- Ethical Principles
- Managing Records and Data
- Summary
- Note
- CHAPTER 5 Contracts and the Legal Aspects of Procurement
- Contract Essentials
- Written Contracts
- Oral Contracts
- Contract Requirements
- Contract Types
- Purchase Orders (POs)
- Requirements or Indefinite Delivery Contracts
- Definite Quantity Contracts
- Fixed-Price Contracts
- Cost Reimbursable Contracts
- Cost Plus Fixed Fee
- Cost Plus Incentive Fee
- Cost Plus Award Fee
- Cost Sharing
- Cost Only
- Time and Materials Contracts
- Letters of Intent
- Consigned Goods Contracts
- Other Contract Types
- Methods of Exchange
- Battle of the Forms
- Mirror Image Rule
- Acceptance of an Oral Agreement
- Other Contract Elements
- Revocation
- Change Orders
- Dispute Resolution
- Legal Authority and the Buyers' Responsibilities
- Agency
- Ratification
- Financial Responsibility
- Sarbanes-Oxley
- Reviewing Contracts for Legal Requirements
- Aligning Contracts and Practices with Policy
- Conformance to Law
- Ethical Principles
- Maintaining Procurement Documents and Records
- Summary
- CHAPTER 6 Supplier Diversity
- Diversity Programs
- Definitions and Certification
- U.S. Small Business Support
- The U.S. Small Business Administration (SBA)
- Technical Assistance (Training and Counseling)
- Financial Assistance
- Contracting
- Set-Asides and Quotas
- Award Requirements
- The Business Case for Diversity
- Objectives
- Measuring Success
- Supplier Diversity Best Practices
- Support for Diversity Suppliers
- Other Best Practice Elements
- Global Supplier Diversity
- Our Definition of Global Supplier Diversity
- Some Efforts Are Encouraging
- Diversity Advocacy Organizations
- Verification Organizations
- Other Support Organizations
- Corporate Supplier Diversity Programs
- Summary
- CHAPTER 7 Risk Management
- The Nature of Risk
- Why Is Understanding Risk Important?
- Risk Management Principles
- What Is Risk Management?
- Risk Identification
- Risk Assessment
- Risk Control
- Resources for Additional Information
- Summary
- CHAPTER 8 Sustainability
- Issues in Sustainability
- Materials
- Toxic Discharge
- Energy Consumption
- Guidelines
- ISO 14001 Guidelines
- United Nations Global Compact
- Lean Six Sigma
- Protection from Natural Disasters
- Criteria for Supplier Evaluation
- Institute for Supply Management's Principles of Sustainability and Social Responsibility
- Examples of Corporate Sustainability Efforts
- Summary
- Notes
- CHAPTER 9 Negotiation
- Assessing the Negotiating Environment
- The Competitive Environment
- Nature of Competition
- Early Involvement
- Gathering Information and Analysis
- Analyzing the Supplier's Situation
- Analyzing Your Organization's Position
- Preparing for the Negotiation
- Selecting and Leading the Negotiating Team
- Formulating Objectives and Developing Strategies
- Conducting the Negotiation
- Creating the Climate
- Adopting a Negotiating Style
- Documenting the Negotiation
- Summary
- CHAPTER 10 Contract Formation and Administration for Optimum Supplier Performance
- Managing Contract Compliance
- Post-Purchase Order/Contract Administration
- Supplier Relationship Management (SRM)
- Tracking and Expediting Deliveries
- Tracking and Monitoring Shipments
- Expediting Orders
- Handling Supplier-Related Deviations
- Contract Breach
- Liability Issues
- Mitigating Loss
- Resolving Errors and Omissions
- Resolving Supplier Conflicts
- Summary
- CHAPTER 11 Project Management
- The Five Project Management Processes
- The Unique Character of Projects
- Stage One: Initiating a Project
- The Project Charter
- Stage Two: Project Planning
- The Importance of the Work Breakdown Structure (WBS)
- Assignment and Leveling of Project Resources
- Calculate a Baseline (Initial) Project Schedule
- Stage Three: Project Execution
- Establish a Team Environment
- The Project Communications Plan
- Project Issues
- Stage Four: Project Controlling
- Implement Project Quality Control
- Manage the Project Budget
- Project Risk Analysis
- The Project Change Control Process
- Manage Acceptance of Deliverables
- Execute Communications Plans
- Managing Organizational Change
- Stage Five: Project Closeout
- A Key Knowledge Area: Project Procurement Management11
- Plan Purchases and Acquisitions
- Plan Contracting
- Using a Matrix Model for Project Staffing
- Matrix Structure
- The Benefits of a Matrix Organization
- Summary
- Notes
- CHAPTER 12 Quality
- Managing Quality Performance
- Quality Assurance
- Defining Quality
- Employing Quality Systems
- Measuring Quality Performance
- Ensuring Quality Performance
- Enforcing Quality Requirements
- Total Quality Management (TQM)
- Employing Quality Systems
- Summary
- CHAPTER 13 The Procurement Function's Internal Relationships
- Understanding Key Departmental Roles
- Administrative and Support Functions
- Production Functions
- Sales and Marketing
- Engineering and Design Functions
- Developing Good Working Relationships
- Communicating within the Organization
- Gaining Early Involvement
- Participating in Cross-Functional Operations
- Supply Management Roles and Responsibilities
- Reengineering Supply Management
- Understanding the Scope of Operations
- Managing the Change Process
- Procurement Policy and Procedures Training
- Summary
- CHAPTER 14 Supplier Relationship Management (SRM)
- Managing Productive Supplier Relationships
- Creating Good Working Relations
- Monitoring Supplier Performance
- Resolving Relations Issues
- Certifying New Suppliers
- Developing Continuous Improvement
- Gaining Early Supplier Involvement
- Implementing Small/Disadvantaged Business Programs
- Pricing Factors and Supply
- Understanding Market Conditions
- Cost-Based Pricing Models
- Price Analysis Methods
- Representing the Organization
- Meeting Sales Personnel
- Summary
- Note
- CHAPTER 15 Leveraging Computer Systems
- Using Basic Information Technology Processes
- Computer Basics
- Platforms
- Software Applications
- Using Software for Procurement
- Desktop Applications
- Web Access and E-Mail
- Graphics
- Security
- Supply Management Applications
- Impact of Automation on Procurement Organizations
- Sourcing Supply Management Tools
- Software
- Training
- Outsourcing
- Summary
- CHAPTER 16 Financial Decisions for Sourcing
- Performing Make-or-Buy Analysis
- Make-or-Buy Dynamics
- Subjective Make-or-Buy Analysis Factors
- Outsourcing Business Processes
- Performing Lease-or-Buy Analysis
- Leasing Features
- Decision-Making Factors
- Formulating Financial Strategies
- Organizational Considerations
- Monetary Considerations
- Legal Aspects
- Summary
- CHAPTER 17 Source to Settle
- Why Source to Settle?
- Issues
- Objectives and Benefits of an S2S Process
- Implementing an S2S Process
- Elements of a Source-to-Settle Process
- Implementation Process
- Managing the S2S Process
- Outsourcing the S2S Process
- Summary
- CHAPTER 18 Material Management and Supply Operations
- Inventory Control and Management Systems
- Types of Inventory
- The Role of Inventory
- Systems for Managing Inventory
- Inventory Economics
- Lead-Time Considerations
- Physical Management and Inventory Accounting
- Controlling Inventory
- Reconciling Discrepancies
- Disposition of Surplus Assets
- Disposal Strategies
- Disposal Methods
- Summary
- CHAPTER 19 Logistics
- The Logistics Process
- Definitions of Logistics
- The Military Dimension of Logistics
- The Commercial Dimension of Logistics
- Logistics Management and Supply Chain Management
- Modes of Transportation
- A Logistics Perspective on Transportation
- Traffic Management
- The Trend toward the Outsourcing of Logistics Services
- Customs
- Scope of U.S. Customs Reorganization
- Global Customs Issues and Logistics
- The World Customs Organization
- Logistics in the Context of International Trade
- The Influence of Globalization on Logistics
- Degrees of Global and Regional Economic Integration
- Regional Trading Alliances and Governing Bodies
- Foreign Currency and Exchange
- Supplemental Information
- The Reach of Intelligent Freight Technologies
- Logistics Automation
- Tariffs
- Freight Standards
- Links
- Summary
- Notes
- CHAPTER 20 Regulatory Compliance
- Regulatory Factors Governing Procurement
- Uniform Commercial Code
- Antitrust Legislation
- Other Federal Government Legislation
- Foreign Trade Regulations
- Import/Export Regulations
- Government Organizations and Roles, Regulations, and Controls
- The United States Department of Transportation
- The Federal Aviation Administration (FAA)
- The Federal Highway Administration (FHWA)
- The Federal Railroad Administration (FRA)
- The Federal Transit Administration (FTA)
- The Maritime Administration (MARAD)
- The Federal Motor Carrier Safety Administration (FMCSA)
- The National Highway Traffic Safety Administration (NHTSA)
- The Research and Innovative Technology Administration (RITA)
- The Pipeline and Hazardous Materials Safety Administration (PHMSA)
- The Saint Lawrence Seaway Development Corporation (SLSDC)
- The Surface Transportation Board (STB)
- The U.S. Department of Homeland Security
- Tax Laws
- FASB
- Conformance to Law
- Preventing Workplace Discrimination and Harassment
- Administering Equal Opportunity Processes
- Eliminating Sexual Harassment
- Summary
- Note
- About the Authors
- About the Website
- Index
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