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The AMA Handbook of Due Diligence by Andrew J. Sherman, William M. Crilly

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ENTITY Form 12-17
303
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
TREND IN PURCHASING STAFFING
TREND IN BEGINNING OF YEAR STAFFING LEVELS
POSITION 20 20 20 20 20
Administrative Staff
Purchasing Agents
Clerical
Total Purchasing Staff
FUTURE STAFFING PLANS
What are the current plans for changes in the near term (i.e. next 12 months) staffing level?
[ ] Maintain the current level. [ ] Increase by ___ . [ ] Decrease by ___ .
PURCHASING DEPARTMENT FINANCIAL PERFORMANCE
TREND IN PURCHASING DEPARTMENT EXPENSES
EXPENSE CATEGORY 20 20 20 20 YTD
(Thousands Of Dollars)
Payroll Expense
Administrative Staff
Purchasing Agents
$ $ $ $
Clerical Personnel
Total Payroll Expense $ $ $ $
Payroll Related Expenses
Total Payroll & Related Expense $ $ $ $
Nonpayroll Expenses
$ $ $ $
Total Purchasing Expense $ $ $ $
As A Percent Of Revenues % % % %
ENTITY Form 12-18
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
304
INVENTORY CONTROL AND PURCHASING INFORMATION REQUEST
ITEM PERIOD REQUESTED DATE DELIVERED
Inventory Control Documents
Policy And Procedures Manual Current
Organization Chart Current
Job Descriptions Of Key Positions Current
Resumes Of Key Personnel Current
Employment Agreements Current
Policy Statements (1) Current
Development Plans Current
Purchasing Department Documents
Policy And Procedures Manual Current
Organization Chart Current
Job Descriptions Of Key Positions Current
Resumes Of Key Personnel Current
Employment Agreements Current
Policy Statements (1) Current
Development Plans Current
Notes: (1) Other than those included in Policy And Procedures Manual.
ENTITY Form 12-19
305
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
SUMMARY OF OBSERVATIONS REGARDING INVENTORY CONTROL ACTIVITIES
ITEM EXCELLENT GOOD FAIR POOR NOTES
Organization
Policies And Procedures
Management
Quality
Effectiveness
Staffing Levels
Base Salary Levels
Incentive Programs
Budgeting
Expense Control
Inventory Control Clerks
Quality
SUMMARY OF OBSERVATIONS REGARDING PURCHASING ACTIVITIES
ITEM EXCELLENT GOOD FAIR POOR NOTES
Organization
Policies And Procedures
Management
Quality
Effectiveness
Staffing Levels
Base Salary Levels
Incentive Programs
Budgeting
Expense Control
Purchasing Agents
Quality
ENTITY Form 12-20
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
306
NOTES REGARDING OBSERVATIONS OF INVENTORY CONTROL ACTIVITIES
NOTE COMMENTS
(1)
ENTITY Form 12-21
307
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
NOTES REGARDING OBSERVATIONS OF PURCHASING ACTIVITIES
NOTE COMMENTS
(1)

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