| 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 |
| 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 |
| 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. | 5/21/2013 |
| Purchasing Card Audit Guide | Comprehensive guide for evaluating the purchasing card program. Contains instructions for use of all self-audit tools found on the SPD web site. | 6/11/2013 |
| Vendor Spend Analysis Template | Spreadsheet designed to rank spend by supplier and by Merchant Category Code. In order to use this workbook, download the file and “Save As” an Excel 2007 or higher macro-enabled workbook. Instructions are in the P-Card Audit Guide. | 12/17/2012 |
| Spending Limits Analysis Template | Spreadsheet holds spend for up to 12 cycles. Formulas display statistics for each cardholder for the 12 cycles. In order to use it, download the file and “Save As” an Excel 2007 or higher file type. Instructions are in the P-Card Audit Guide. | 12/17/2012 |
| Training Evaluation Checklist | Checklist provided to determine if an Entity conducts adequate training for: 1. personnel involved in program administration, 2. personnel responsible for supervisory review of transactions, and 3. cardholders. | 6/5/2012 |
| 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. | 5/31/2013 |
| Card Usage Review Workbook | Spreadsheet designed to hold the “Card Status” report directly from Works Payment Manager. The spreadsheet helps to identify cards that have not been used within a specified number of days. Instructions are in the P-Card Audit Guide. | 5/21/2013 |
| Internal Controls Questionnaire | Excel tool designed to evaluate the internal controls over the purchasing card program. Works best when downloaded and saved as Excel 2007 or higher. | 5/16/2013 |