| Type | Title | Description | Revision Date |
|---|
 Compliance Tools |
 | GPR Workbook | Used to identify solicitations and posting events for compliance to the Georgia Procurement Manual (GPM) and the Official Code of Georgia 50-5 (O.C.G.A.). | 4/1/2011 |
| PO Workbook | Used to identify purchase orders for compliance to the Georgia Procurement Manual (GPM) and the Official Code of Georgia 50-5 (O.C.G.A.). | 4/3/2011 |
 | GPR Analysis Checklist | Comprehensive list of questions pertaining to managing GPR compliance. | 9/22/2011 |
| Internal Controls Analysis Checklist | Comprehensive list of questions pertaining to managing internal controls for compliance. | 9/20/2011 |
| Payables Analysis Checklist | Comprehensive list of questions pertaining to managing internal controls for compliance. | 9/20/2011 |
| PO Analysis Checklist | Comprehensive list of questions pertaining to managing purchase orders for compliance. | 9/22/2011 |
| eQuote Scorecard | Excel tool that allows the reviewer to evaluate eQuotes that were posted to the GPR prior to September 15, 2010 and determine if there are any findings by specific risk criteria: Policy/Law Violations, Performance Issues, Poor Judgment.
| 4/28/2011 |
| Internal Controls Scorecard | Excel tool that allows the reviewer to evaluate internal controls for their entity and determine if there are any findings by specific risk criteria: Policy/Law Violations, Performance Issues, Poor Judgment.
| 4/1/2011 |
| Purchase Order Scorecard | Excel tool that allows the reviewer to evaluate purchase orders and determine if there are any findings by specific risk criteria: Policy/Law Violations, Performance Issues, Poor Judgment.
| 9/2/2011 |
| Request for Proposal Scorecard | Excel tool that allows the reviewer to evaluate Request for Proposals and determine if there are any findings by specific risk criteria: Policy/Law Violations, Performance Issues, Poor Judgment.
| 4/1/2011 |
| Request for Quote Scorecard | Excel tool that allows the reviewer to evaluate Request for Quotes and determine if there are any findings by specific risk criteria: Policy/Law Violations, Performance Issues, Poor Judgment.
| 4/1/2011 |
| Sole Source Scorecard | Excel tool that allows the reviewer to evaluate Sole Source notices and determine if there are any findings by specific risk criteria: Policy/Law Violations, Performance Issues, Poor Judgment.
| 4/1/2011 |
 | Instructions for NIGP Summary Tool | Instructions for using the NIGP Summary Tool with purchase order query data in order to compare the industry NIGP descriptions to the NIGPs and descriptions entered on purchase orders for accuracy. | |
| NIGP Summary Tool | Tool to be used with purchase order query data for detecting and correcting incorrect NIGP codes used on purchase orders. | |
| Desktop Audit Requirements | Guide for reviewers to use in retreiving procurement activities in order to complete a self-audit of their state entity compliance and performance levels. | |
| P-Card and Compliance Tools |
| 7 Stages for Open Entity Contracts | Guidance for applying the 7 stages to creating, bidding, and awarding Open Entity Contracts | |
 | Excel Pivot Tables (2007) | Instructions for creating pivot tables in Excel 2007. | |
| Excel Pivot Tables (2003) | Instructions to create pivot tables in Excel 2003. | |
| P-Card Tools |
| Evaluting Merchant Category Codes | Tips for analyzing MCC’s and instructions for the pre-designed spreadsheet. | 8/20/2009 |
| Vendor Spend Analysis | Tips and instructions for identifying possible split transactions and opportunities for Agency contracts. | 8/13/2010 |
| MCC Self-Audit Spreadsheet | Pre-designed spreadsheet for analyzing transaction data and identifying transactions at merchants with non-State authorized MCC’s. | |
| Evaluating Adequacy of Documentation | Guidance from an accounting standpoint as to what constitutes adequate documentation for various kinds of transactions. | 8/13/2010 |
| Georgia MCC Groups | Report of all State-authorized groups and the MCC’s in those groups. | 3/24/2009 |
| Purchasing Card Documentation Checklist | Word document designed to provide a quick reference for the types of documentation required for common transactions. | 8/13/2010 |
| Policy Risk Evaluation (Excel 2003) | Policy evaluation checklist in Excel format that rates a policy as a high, medium, or low risk that card program personnel do not have adequate guidance. | 11/23/2011 |
| Purchasing Card Audit Guide | Comprehensive guide for evaluating the purchasing card program. Contains all self audit tools, except for the Excel spreadsheets, with step-by-step instructions. | 10/6/2011 |
| Vendor Spend Analysis Template | Pre-designed spreadsheet with pivot table for performing a vendor spend analysis. Includes a pivot table that shows all vendors and the amount of spend | |
| Spending Limits Analysis Template | Pre-designed spreadsheet with pivot table for performing a cardholder spending limits analysis. Includes graphs depicting breakdown of cycle limit and Single Transaction Limit Usage. | |