Create and implement customized sourcing and purchasing programs that align with corporate goals, service requirements, and performance goals



Process design may include, but not limited to:
  • Category management strategy
  • Category requirements and metrics
  • Sourcing request process
  • Supplier research
  • Sourcing and procurement strategy
  • Bid methods, process, and templates
  • Proposal analysis and review process
  • Supplier demonstrations and site visits
  • Supplier negotiations
  • Award process
  • Contracting methods and legal templates (e.g. SOW, MSA, SLA, NDA)
  • Suggested contracting terms
  • Supplier on-boarding
  • Data collection, management, and integrity
  • Purchasing interface and supply chain integration
  • Sourcing Department performance metrics and review process
  • If software upgrade needed, create and facilitate bid process


  • Customized Operations Manual to include step-by-step procedures, tools, and templates
  • Tools / templates may include: sourcing request, database framework, supplier research, strategy brief, contracts, SLAs, agreements, supplier letters, bid templates, bid exhibits, bid analysis, negotiations strategy, proposal submission evaluation, status reports, performance reports, demonstration evaluation, site visit checklist
  • Future state process map
  • Staff training with customized material and post-training checklist
  • Bid tracking mechanism
  • Sourcing and.procurement department portal
  • Software sourcing and implementation, if needed

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