Global Principals: Best Practices & Resources for Procurement Professionals National Association of Purchasing Management NAPM-RGV

Resources for Best Practices Partnership for Public Procurement Founded by Chartered Institute of Purchasing & Supply (CIPS) and The Institute for Public Procurement (NIGP) International standard of public procurement practice Try the free Public Procurement Profiler – Essentials – Self Assessment

Public Procurement Profiler - Essentials Procurement policies in place and decisions based on such policies Supply management risk assessment Supply market intelligence assessments Procurement planning process Monitoring ‘Maverick Spending’ and procurement process Procurement as distinct function Formal procurement process Spend analysis Training plan Alignment with agency strategy Leadership in procurement function Sustainable procurement Collaborative decision- making Communication with suppliers Use of technology Contract management Continuous improvement Ethics

Resources for Best Practices Values and Guiding Principles for Public Procurement 20 Global Standards of Practice have been completed Provided guidance for best practices in public procurement

Values – Principles and Practices of Public Procurement ACCOUNTABILITY: Taking ownership and being responsible to all stakeholders for our actions. IMPARTIALITY: Unbiased decision making and actions. ETHICS : Doing the right thing. PROFESSIONALISM: Upholding high technical and ethical standards. SERVICE: Obligation to assist stakeholders. TRANSPARENCY: Easily accessible and understandable policies and processes.

20 Global Standards of Practice Strategic Planning Performance Measurement Performance Management Performance Metrics Cooperative Purchasing Transparency Risk Management Policy Manual Ethical Procurement Performance-Based Contracting Sustainable Procurement Conducting Spend Analysis Lease vs. Purchase Analysis Specifications Developing Evaluation Criteria Outsourcing Technology in Public Procurement The Evaluation Process Supplier Relationship Management Qualifications-Based Selection for Architectural and Engineering Services FUTURE STANDARDS: Price Analysis Value Analysis

Resources for Best Practices National Procurement Institute, Inc. National Procurement Institute, Inc. Public sector affiliate of Institute of Supply Management Public sector affiliate of Institute of Supply Management Founding sponsor of the Achievement of Excellence in Procurement® (AEP), entering its 18th year of recognizing excellence in public procurement Founding sponsor of the Achievement of Excellence in Procurement® (AEP), entering its 18th year of recognizing excellence in public procurement Offers 35 Criteria based on best practices Offers 35 Criteria based on best practices

Achievement of Excellence in Procurement “How to Do Business” web page Ethics Electronic procurement manual Internal customer and vendor formal training and surveys Performance measures Centralized procurement authority Procurement organizational structure pCard System Use of term contracts Professional certification/Education of leadership and staff Professional development program Leadership in purchasing association Participant as speaker or panel member Best Value procurement Sustainable procurement (Environmental) Lead Agency in Cooperative Contract Authority of CPO Use of technology for purchase orders, internet presence, online vendor registration, posting/downloading bids, electronic notifications to bidders, acceptance of online bids and quotes, posting award results online, electronic PO to vendor and internet auctions. Use of technology for purchase orders, internet presence, online vendor registration, posting/downloading bids, electronic notifications to bidders, acceptance of online bids and quotes, posting award results online, electronic PO to vendor and internet auctions.

Resources for Best Practices Texas Association of School Business Officials Award of Merit for Purchasing Operations Recognizes school district's achievement in implementing best practices in the area of purchasing

Award of Merit for Purchasing Operations Purchasing Organization Policies and procedures Ethics/Conflict of Interest External audit Contract management Annual Aggregate (monitoring) Vendor performance Professional development and certification pCard System Warehousing Cooperative purchasing Lead Agency in Cooperative Contract Training, surveys/ newsletter for internal customers Use of technology for purchase orders, internet presence, online vendor registration, posting/downloading bids, electronic notifications to bidders, acceptance of online bids and quotes, posting award results online, electronic PO to vendor and internet auctions.

Resource SpotLight SBDC – Small Business Development Center PTAC – Procurement Technical Assistance Center

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