Process Improvement Tools

The State Purchasing Division has a unit that monitors statewide procurement activity in order to improve efficiency and compliance with State procurement laws and administrative rules. The team analyzes purchase order data and reviews solicitations and contracts to ensure compliance and that spend is coded correctly. The team also monitors Purchasing Card program management and transactions for compliance with State laws and policies. SPD has made the data analysis tools this team uses available for general use. For more information on these tools, see below.


 

Compliance Tools

These tools allow procurement professionals to evaluate the accuracy of purchase order types and NIGP™ codes. These tools ensure compliance throughout purchasing activities, including issuance of purchase orders, posting bid and sole source notices, and execution and management of contracts. Other tools listed below are to ensure internal controls are in place for procurement operations.


 

Purchasing Card Tools

These tools allow Card Program Administrators and Coordinators to monitor certain aspects of Card Program Management such as cart utilization, spending limits, and transactions. ​There are also tools to help management evaluate the internal Purchasing Card policy and internal controls.


 

Additional Resources

These tools provide additional information or instructions for completing basic data analysis activities.

 

 

CONTACT

Process Improvement Tools
Maggie Clarke

Audit Manager

Phone

 404-656-5907

Email

 Maggie.Clarke@doas.ga.gov

View All Division Contacts

Process Improvement Documents

Additional Resources

10/19/15

Opening Text Files in Excel

01/16/15

Excel Pivot Tables (2007)

03/18/15

"Text to Columns" in Excel

Compliance Tools

01/28/16

RFQ Scorecard

02/08/16

Desktop Audit Requirements

05/10/16

Self-Audit and Spend Analysis Instructions

08/29/16

Running a Solicitation Listing

01/28/16

Internal Controls Scorecard

01/28/16

PO Analysis Checklist

02/29/16

Instructions for NIGP Summary Tool

09/27/16

NIGP Summary Tool

01/25/16

PO Workbook

01/25/16

Payables Analysis Checklist

01/22/16

RFP Scorecard

01/28/16

Sole Source Scorecard

P-Card Tools

10/08/15

Supplier Spend Analysis Template

11/10/15

P-Card Spend Trend Review

12/02/15

PO Spend Statistics - TGM Entities Only

10/08/15

P-Card Program Management Evaluation Guide

03/18/15

Card Usage Review Workbook

03/18/15

Policy Evaluation

09/11/15

Internal Controls Questionnaire

03/18/15

Cardholder Spending Limits

03/18/15

State of Georgia Standard MCC Groups

03/18/15

MCC Review Workbook

05/07/15

Documentation Checklist

01/16/15

Training Review Checklist

03/18/15

TGM Roles Validation Workbook

 
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