Fred Sollish, John Semanik

The Procurement and Supply Manager's Desk Reference (eBook, PDF)

• Format: PDF

Produktbeschreibung

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.

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Produktdetails

• Verlag: John Wiley & Sons
• Seitenzahl: 400
• Erscheinungstermin: 15. Mai 2012
• Englisch
• ISBN-13: 9781118225684
• Artikelnr.: 37359524

Autorenporträt

FRED SOLLISH, MS, C.P.M. (San Francisco, CA), is the Managing Director of eParagon, LLC, a consulting firm specializing in providing training and working tools for the supply chain management profession. He is a working professional in supply chain management and procurement with over 30 years' experience as a manager. Fred is former president and CEO of the Institute for Supply Management (ISM) Silicon Valley affiliate. He is also an instructor for sourcing and procurement-related courses. JOHN SEMANIK, MBA, C.P.M. (San Jose, CA), is cofounder and Director of eParagon, LLC. He has served in senior corporate supply chain positions at leading-edge companies such as Hewlett-Packard and Sun Microsystems. He is the former Managing Director and instructor for San Jose State University's Professional Development curriculum in Supply Chain Management and Purchasing, and former CEO of the Institute for Supply Management (ISM) Silicon Valley affiliate.

Inhaltsangabe

Preface to the Second Edition xi Acknowledgments xiii CHAPTER 1 Procurement
and Best Business Practices 1 Understanding Procurement 1 Understanding and
Conveying Requirements 2 Creating Strategic Plans and Tactics 4 Finding
Innovative Methods and Exploring Alternatives 5 Providing Procurement
Services 6 Accepting Orders 7 Placing Orders 10 Mastering Procurement and
Business Tactics 13 Budgets and Expense Allocation 13 Internal Control
Systems 14 Establishing Procurement Methods 15 Internal Cost-Related
Analysis Tools 18 Keeping Supplier Information 22 Summary 23 CHAPTER 2
Sourcing Management 25 Establishing Requirements 25 Creating and Organizing
Requirements 25 Developing Specifications and Formats 27 Statement of Work
31 Terms and Conditions 32 Specification Traps 32 Locating and Developing
Sources of Supply 33 Types of Competition 36 Locating Suitable Suppliers 37
Market Analysis: Determining Changing Marketplace Factors 39 Obtaining Bids
and Proposals 41 Bidding Guidelines 41 Formulating the Bid or Proposal Type
42 Managing Sourcing Data 45 Categories of Existing Sources 45 Maintaining
Sourcing Lists 47 The Strategic Sourcing Plan 47 Operational Sourcing
Strategy 54 Summary 57 CHAPTER 3 Solicitation of Bids and Proposals 59
Solicitation Planning 59 Solicitation Methods 66 Summary 68 CHAPTER 4
Supplier Selection Criteria 69 Selecting the Supplier and Awarding the
Contract 69 Operational Measures and Measures of Efficiency 75 Applying
Selection Criteria 77 Administering the Contract 86 Summary 87 Note 88
CHAPTER 5 Contracts and the Legal Aspects of Procurement 89 Contract
Essentials 89 Contract Requirements 91 Contract Types 92 Other Contract
Types 98 Methods of Exchange 99 Other Contract Elements 100 Legal Authority
and the Buyers' Responsibilities 101 Reviewing Contracts for Legal
Requirements 103 Aligning Contracts and Practices with Policy 105
Maintaining Procurement Documents and Records 107 Summary 108 CHAPTER 6
Supplier Diversity 109 Diversity Programs 110 U.S. Small Business Support
112 The U.S. Small Business Administration (SBA) 112 Contracting 113 The
Business Case for Diversity 115 Supplier Diversity Best Practices 116
Global Supplier Diversity 118 Diversity Advocacy Organizations 119 Summary
123 CHAPTER 7 Risk Management 125 The Nature of Risk 125 Why Is
Understanding Risk Important? 125 Risk Management Principles 126 Resources
for Additional Information 134 Summary 136 CHAPTER 8 Sustainability 137
Issues in Sustainability 137 Guidelines 146 Lean Six Sigma 149 Criteria for
Supplier Evaluation 150 Institute for Supply Management's Principles of
Sustainability and Social Responsibility 151 Examples of Corporate
Sustainability Efforts 152 Summary 154 Notes 154 CHAPTER 9 Negotiation 155
Assessing the Negotiating Environment 155 Gathering Information and
Analysis 158 Preparing for the Negotiation 161 Conducting the Negotiation
167 Summary 172 CHAPTER 10 Contract Formation and Administration for
Optimum Supplier Performance 173 Managing Contract Compliance 173 Tracking
and Expediting Deliveries 179 Handling Supplier-Related Deviations 181
Summary 188 CHAPTER 11 Project Management 189 The Five Project Management
Processes 189 Stage One: Initiating a Project 191 Stage Two: Project
Planning 193 Stage Three: Project Execution 199 Stage Four: Project
Controlling 203 Stage Five: Project Closeout 206 A Key Knowledge Area:
Project Procurement Management 207 Using a Matrix Model for Project
Staffing 210 Summary 212 Notes 212 CHAPTER 12 Quality 215 Managing Quality
Performance 215 Ensuring Quality Performance 220 Summary 226 CHAPTER 13 The
Procurement Function's Internal Relationships 227 Understanding Key
Departmental Roles 227 Developing Good Working Relationships 233
Participating in Cross-Functional Operations 237 Reengineering Supply
Management 240 Summary 245 CHAPTER 14 Supplier Relationship Management
(SRM) 247 Managing Productive Supplier Relationships 247 Developing
Continuous Improvement 254 Pricing Factors and Supply 257 Representing the
Organization 261 Summary 265 Note 265 CHAPTER 15 Leveraging Computer
Systems 267 Using Basic Information Technology Processes 268 Using Software
for Procurement 271 Sourcing Supply Management Tools 279 Summary 281
CHAPTER 16 Financial Decisions for Sourcing 283 Performing Make-or-Buy
Analysis 283 Performing Lease-or-Buy Analysis 288 Formulating Financial
Strategies 291 Summary 296 CHAPTER 17 Source to Settle 297 Why Source to
Settle? 297 Implementing an S2S Process 303 Managing the S2S Process 307
Outsourcing the S2S Process 308 Summary 309 CHAPTER 18 Material Management
and Supply Operations 311 Inventory Control and Management Systems 311
Physical Management and Inventory Accounting 321 Disposition of Surplus
Assets 323 Summary 326 CHAPTER 19 Logistics 327 The Logistics Process 327
Modes of Transportation 332 Traffic Management 335 Customs 336 Logistics in
the Context of International Trade 339 Supplemental Information 345 Links
347 Summary 348 Notes 349 CHAPTER 20 Regulatory Compliance 351 Regulatory
Factors Governing Procurement 351 Government Organizations and Roles,
Regulations, and Controls 358 Tax Laws 363 FASB 364 Conformance to Law 364
Preventing Workplace Discrimination and Harassment 364 Summary 368 Note 368
About the Authors 369 About the Website 371 Index 373