View our Global Best Practices

• Strategy

  Performance Management

  Performance management is the process by which a procurement professional or organization establishes criteria based on strategic planning goals for the purpose of determining the results and quality of its activities. It involves creating a simple, effective system for determining whether the procurement team is meeting its objectives.

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  Performance Measurement

  Performance measurement is the process by which a procurement organization establishes criteria based on strategic planning goals for the purpose of determining the results and the quality of its activities.

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  Performance Metrics

  The term performance metrics refers to the process of measuring performance. Applying an analytical application of measurements allows organizations to compare performance standards.

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  The Place of Public Procurement within the Entity

  
  The 'place of procurement' refers to positioning procurement within the entity to optimize the influence and impact of procurement on internal and external stakeholders. It should be operationally distinct from other departments and divisions. This best practice builds a case for the strategic placement of the procurement function to maximize the effectiveness of procurement within the entity, which is critical for the entity to fully benefit from procurement operations.

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  Sustainable Procurement Practice

  Sustainable procurement is a purchasing and investment process that takes into account the economic, environmental, and social impacts of the entity’s spending. Sustainable procurement allows organizations to meet their needs for goods, services, construction works, and utilities in a way that achieves value for money on a whole-life basis in terms of generating benefits to the organization, society, and the economy while remaining within the carrying capacity of the environment.

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• Policy & Legislation

  Developing a Procurement Policy Manual

  A policy manual is a governing set of principles that establishes the general parameters for an organization to follow when carrying out its responsibilities. Understanding the best way to develop one is important to ensure everyone within the organization knows who is responsible for carrying out specific tasks and procedures.

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  Ethical Procurement

  Ethical procurement prohibits breaching the public’s trust by discouraging a public employee from attempting to achieve personal gain through conduct that’s inconsistent with the proper discharge of the employee’s duties.

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  Procurement's Role in United States Federal Emergency Management Compliance

  To obtain and keep federal funding, an entity must comply with federal emergency management requirements under 2 C.F.R., Part 200. To ensure compliance, it is important to use the most current version of government regulations, manuals, and publications.

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  Transparency in Public Procurement

  Transparency can be defined as timely and easily understood access to information. Transparency ensures that deviations from fair and equal treatment are detected early and also makes such deviations less likely to occur. It protects the integrity of the process and the interest of the organization, stakeholders, and the public.

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• Planning & Analysis

  Market Research Process: Research, Analysis, and Intelligence

  The market research process is critical because it provides procurement professionals with the accurate and relevant information they need to make the most appropriate decision regarding the procurement of commodities and construction.

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  Risk Management

  The process of risk management includes identifying and analyzing risk and making a decision to either accept or mitigate the exposure to such risk when compared to the potential impact on achieving the organization’s objectives.

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  Spend Analysis

  Spend analysis is the process of collecting, cleansing, classifying, and analyzing expenditure data from all sources within the organization (i.e. purchasing card, eProcurement systems, etc.). The process analyzes current, past, and forecasted expenditures to allow visibility of data by supplier, by commodity or service, and by department within the organization. Spend analysis can be used to make future management decisions by providing answers to such questions as what was bought; when was it bought; where was it purchased; how many suppliers were used and how much was spent with each of them; and how much was paid for the item.

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  Strategic Procurement Planning

  Strategic procurement planning is the process of creating alignment and consistent action. It results in documents that establish the long-range objectives and overall strategy or course of action by which an organization fulfills its mission.

  Strategic Procurement Planning (SP2) is the transformation of an organization’s mission, goals, and objectives into measurable activities to be used to plan, budget, and manage the procurement function within the organization. The goal is to bring about positive change in organizational culture, systems, and operational processes.

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• Sourcing & Solicitation

  Distinguishing Between Scope of Work and Statement of Work

  This practice defines the phrases scope of work and statement of work, distinguishes between the two, and sets a standard for how these terms are used in the professional language of public procurement.

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  Information Technology (IT) Procurement Series No. 1

  This practice is the first in a series of four and refers to the procedures and processes that procurement professionals and organizations need to understand to acquire hardware and software products and services. Knowing the specific IT area for the commodity being procured, including terminology and attributes, is essential.

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  Information Technology (IT) Procurement Series No. 2

  This practice takes a closer look at IT software procurement and its unique considerations, such as licensing, source code, and data ownership.

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  Information Technology (IT) Procurement Series No. 3

  Procurement should use solicitation templates specifically developed for IT hardware procurement. The procurement professional must take the highly technical information inherent in IT procurement and communicate it clearly and effectively in solicitations, negotiations, contracts, and during implementation.

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  Information Technology (IT) Procurement Series No. 4

  When procuring IT services, entities should consider the focus area of the supplier, identify the required programming and data processing skills, assess implementation or migration background experience, and verify supplier qualifications.

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  Invitation for Bids (IFB) AKA Invitation to Tender (ITT)

  This practice differentiates between an IFB, which is the solicitation document, and the competitive sealed bid (referred to as a “bid”), which is the response to the IFB. To be eligible for the recommendation of an award, a bid must be “responsive” and the bidder must be “responsible.”

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  Lease-Purchase Decision

  Lease-Purchase Decision is a decision based on the results of a cost/benefit analysis of the costs to own, costs to lease, and the advantages and disadvantages of any relevant qualitative factors.

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  Outsourcing

  Outsourcing refers to an informed decision made by an organization to contract outside of the organization for a product, service or business process that had previously been provided internally (in-house).

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  Performance-Based Contracting

  Performance-Based Contracting is a results-oriented contracting method that focuses on the outputs, quality, or outcomes that may tie at least a portion of a contractor’s payment, contract extensions, or contract renewals to the achievement of specific, measurable performance standards and requirements. These contracts may include both monetary and non-monetary incentives and disincentives.

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  Protests

  A protest is a written objection by an interested party to a solicitation or an award of a contract with the intention of receiving a remedial result. Procurement must ensure that the entity has a protest policy established and documented. Understanding the context and motivation for a protest filing may be as important as the specific protest issue. A procurement professional should ensure that the legal department or legal counsel is aware of and can advise on action regarding protests.

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  Public-Private Partnership (P3): Facilities and Infrastructure

  P3s are procurements that combine design and build components under one contract between the public sector and the private sector. This practice provides guidance to the public procurement professional who is considering a Public-Private Partnership (P3) as an appropriate solution to a stated need or requirement. It defines P3s in the context of the construction of public facilities and infrastructure and is intended as a reference, to be shared with elected public officials, government executives, and private sector executives on the use of and procurement through P3 contracts.

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  Qualifications-Based Selection for Architectural and Engineering Services

  Qualifications-Based Selection (QBS) is a procurement process for the competitive selection of architectural and engineering services under which the most appropriate professional or firm is selected based on qualifications such as knowledge, skill, experience, and other project-specific factors, rather than on fees. Fair and reasonable fees are negotiated with the top-ranked firm for an agreed-upon scope of services.

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  Request for Proposals (RFPs)

  RFPs, evaluation criteria, and the evaluation process are all integral to the RFP process. This practice consolidates, updates, and replaces the previously published practices of Request for Proposals, Developing Evaluation Criteria, and The Evaluation Process. 

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  Selecting the Appropriate Construction Project Delivery Method

  The selection of a construction project delivery method depends upon the delivery methods permitted by legislation and are determined through a business analysis of the project characteristics.

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  Specifications

  Specifications define precise requirements of commodities (i.e., goods and services) that are sought through a solicitation process. Procurement professionals collaborate with end-users to translate a particular need into detailed requirements to convey the context in which the commodity will be used and articulate clear knowledge of statutes, regulations, policies, market availability, budget, and the strategic plan of the entity. Written with an intent to maximize competition, specifications should use language that is relevant to and understood by potential offerors.

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  Use of Cooperative Contracts for Public Procurement

  Cooperative procurement refers to the combining of requirements of two or more public procurement entities to leverage the benefits of volume purchases, delivery and supply chain advantages, best practices, and the reduction of administrative time and expenses. Cooperative procurement efforts result in contracts that other entities may “piggyback.”

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• Leadership

  Supplier Relationship Management (SRM)

  Also called vendor relationship management, supplier relationship management is a set of principles, processes, and tools that can help organizations maximize relationship value with suppliers and minimize risk and management of overhead through the entire supplier relationship life cycle. SRM has two aspects: clear commitment between the supplier and the buyer; and the objective of understanding, agreeing with, and codifying the interactions between them.

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• Business Principles

  Audits

  There are three primary audit types: compliance, financial, and performance. Preparing for an audit through regularly conducted self-assessments ensures that procurement professionals can readily provide up-to-date documents and data that may be requested by an auditor.

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  Cybersecurity

  What is Procurement's role in identifying, assessing, and addressing cybersecurity risk.

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  Technology

  Procurement technology helps accelerate business improvements. It allows for the making, modification, usage, and knowledge of tools, machines, techniques, crafts, systems, or methods of organization to solve a problem, improve a pre-existing solution, achieve a goal, or perform a specific function in relation to procurement and the procurement process.

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