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The Procurement and Supply Manager's Desk Reference, + Website, 2nd Edition

Book Description

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 procurement and sourcing functions, The Procurement and Supply Manager's Desk Reference, Second Edition is filled with everything every organization needs to know about the key roles and responsibilities of a procurement professional. Presented logically to match the flow of the procurement and sourcing functions, the book is filled with practical aids such as step-by-step guides to each segment of the process, as well as checklists and customizable forms. The new edition of this essential book provides an easy-to-use road map for the procurement and supply manager in the new millennium.

  • Coverage on how to select suppliers and measure performance

  • Reveals the easiest way to drive continuous improvement in the supply base

  • Features tips on providing value to the organization

  • Helps you identify those strategies that will work best for your business for years to come

  • Written for the worldwide profession of procurement and supply management, The Procurement and Supply Manager's Desk Reference, Second Edition offers detailed coverage and tips with an eye toward incorporating proactive strategies and best practices.

    Table of Contents

    1. Cover
    2. Title Page
    3. Copyright
    4. Preface to the Second Edition
    5. Acknowledgments
    6. Chapter 1: Procurement and Best Business Practices
      1. Understanding Procurement
      2. Understanding and Conveying Requirements
      3. Creating Strategic Plans and Tactics
      4. Finding Innovative Methods and Exploring Alternatives
      5. Providing Procurement Services
      6. Accepting Orders
      7. Placing Orders
      8. Mastering Procurement and Business Tactics
      9. Budgets and Expense Allocation
      10. Internal Control Systems
      11. Establishing Procurement Methods
      12. Internal Cost-Related Analysis Tools
      13. Keeping Supplier Information
      14. Summary
    7. Chapter 2: Sourcing Management
      1. Establishing Requirements
      2. Creating and Organizing Requirements
      3. Developing Specifications and Formats
      4. Statement of Work
      5. Terms and Conditions
      6. Specification Traps
      7. Locating and Developing Sources of Supply
      8. Types of Competition
      9. Locating Suitable Suppliers
      10. Market Analysis: Determining Changing Marketplace Factors
      11. Obtaining Bids and Proposals
      12. Bidding Guidelines
      13. Formulating the Bid or Proposal Type
      14. Managing Sourcing Data
      15. Categories of Existing Sources
      16. Maintaining Sourcing Lists
      17. The Strategic Sourcing Plan
      18. Operational Sourcing Strategy
      19. Summary
    8. Chapter 3: Solicitation of Bids and Proposals
      1. Solicitation Planning
      2. Solicitation Methods
      3. Summary
    9. Chapter 4: Supplier Selection Criteria
      1. Selecting the Supplier and Awarding the Contract
      2. Operational Measures and Measures of Efficiency
      3. Applying Selection Criteria
      4. Administering the Contract
      5. Summary
      6. Note
    10. Chapter 5: Contracts and the Legal Aspects of Procurement
      1. Contract Essentials
      2. Contract Requirements
      3. Contract Types
      4. Other Contract Types
      5. Methods of Exchange
      6. Other Contract Elements
      7. Legal Authority and the Buyers’ Responsibilities
      8. Reviewing Contracts for Legal Requirements
      9. Aligning Contracts and Practices with Policy
      10. Maintaining Procurement Documents and Records
      11. Summary
    11. Chapter 6: Supplier Diversity
      1. Diversity Programs
      2. U.S. Small Business Support
      3. The U.S. Small Business Administration (SBA)
      4. Contracting
      5. The Business Case for Diversity
      6. Supplier Diversity Best Practices
      7. Global Supplier Diversity
      8. Diversity Advocacy Organizations
      9. Summary
    12. Chapter 7: Risk Management
      1. The Nature of Risk
      2. Why Is Understanding Risk Important?
      3. Risk Management Principles
      4. Resources for Additional Information
      5. Summary
    13. Chapter 8: Sustainability
      1. Issues in Sustainability
      2. Guidelines
      3. Lean Six Sigma
      4. Criteria for Supplier Evaluation
      5. Institute for Supply Management's Principles of Sustainability and Social Responsibility
      6. Examples of Corporate Sustainability Efforts
      7. Summary
      8. Notes
    14. Chapter 9: Negotiation
      1. Assessing the Negotiating Environment
      2. Gathering Information and Analysis
      3. Preparing for the Negotiation
      4. Conducting the Negotiation
      5. Summary
    15. Chapter 10: Contract Formation and Administration for Optimum Supplier Performance
      1. Managing Contract Compliance
      2. Tracking and Expediting Deliveries
      3. Handling Supplier-Related Deviations
      4. Summary
    16. Chapter 11: Project Management
      1. The Five Project Management Processes
      2. Stage One: Initiating a Project
      3. Stage Two: Project Planning
      4. Stage Three: Project Execution
      5. Stage Four: Project Controlling
      6. Stage Five: Project Closeout
      7. A Key Knowledge Area: Project Procurement Management
      8. Using a Matrix Model for Project Staffing
      9. Summary
      10. Notes
    17. Chapter 12: Quality
      1. Managing Quality Performance
      2. Ensuring Quality Performance
      3. Summary
    18. Chapter 13: The Procurement Function's Internal Relationships
      1. Understanding Key Departmental Roles
      2. Developing Good Working Relationships
      3. Participating in Cross-Functional Operations
      4. Reengineering Supply Management
      5. Summary
    19. Chapter 14: Supplier Relationship Management (SRM)
      1. Managing Productive Supplier Relationships
      2. Developing Continuous Improvement
      3. Pricing Factors and Supply
      4. Representing the Organization
      5. Summary
      6. Note
    20. Chapter 15: Leveraging Computer Systems
      1. Using Basic Information Technology Processes
      2. Using Software for Procurement
      3. Sourcing Supply Management Tools
      4. Summary
    21. Chapter 16: Financial Decisions for Sourcing
      1. Performing Make-or-Buy Analysis
      2. Performing Lease-or-Buy Analysis
      3. Formulating Financial Strategies
      4. Summary
    22. Chapter 17: Source to Settle
      1. Why Source to Settle?
      2. Implementing an S2S Process
      3. Managing the S2S Process
      4. Outsourcing the S2S Process
      5. Summary
    23. Chapter 18: Material Management and Supply Operations
      1. Inventory Control and Management Systems
      2. Physical Management and Inventory Accounting
      3. Disposition of Surplus Assets
      4. Summary
    24. Chapter 19: Logistics
      1. The Logistics Process
      2. Modes of Transportation
      3. Traffic Management
      4. Customs
      5. Logistics in the Context of International Trade
      6. Supplemental Information
      7. Links
      8. Summary
      9. Notes
    25. Chapter 20: Regulatory Compliance
      1. Regulatory Factors Governing Procurement
      2. Government Organizations and Roles, Regulations, and Controls
      3. Tax Laws
      4. FASB
      5. Conformance to Law
      6. Preventing Workplace Discrimination and Harassment
      7. Summary
      8. Note
    26. About the Authors
    27. About the Website
    28. Index