Procurement


Procurement Process Templates



ThinkTilt has created forms and process templates for dozens of common HR processes. You are free to use these forms under a Creative Commons license. However, you will enjoy more benefits if you install ProForma for Jira


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An easy to use form builder that empowers teams to create, deploy and manage online forms in Jira. Using ProForma teams can:

  • Streamline their work by building repeated processes into an easy to use system
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  • Collect exactly the data they need, formatted the way they need it, without requiring custom fields or configurations from IT
  • Easily manage, track and respond to requests

Jira is an industry-leading issue tracking system that lets teams

  • Design and use workflows that conform to their processes
  • Track any issue through a process, from opening to resolution
  • Easily connect to a knowledge base (policies, how to articles, etc.) so customers can help themselves
  • Analyze and report on important metrics such as number of issues, request types, time to resolution, etc.
  • Manage service requests with queues, SLAs, and built-in approvals using Jira Service Desk





Process: Business cards

Manage and respond to requests to order business cards for an employee.

Process: Business-use vehicle purchase

Manage and respond to requests for the purchase of new vehicles for business use only. A separate process is in place for the purchase of new vehicles for business and private use.

Process: Declaration of business interest

Document formal declarations of a stakeholder's business interests.

Process: Declaration of no conflict of interest

Document that stakeholders have no real or perceived conflicts of interest, based on the understanding of the principles of conflicts of interest disclosure.

Process: Exemption from quotation requirements

Manage and respond to requests for exemption from quotation requirements, documenting why requirements cannot be met in a particular situation.

Process: Insurance indemnity change

Manage and respond to requests to change insurance indemnity provisions of a supplier due to a change to the supply arrangement.

Process: Leadership team health monitor (Atlassian template)

Conduct a health monitor workshop based on the Atlassian health monitor for Leadership Teams.

Process: Mixed-use vehicle purchase

Manage and respond to requests for the purchase of new vehicles for private and business use. A separate process is in place for the purchase of new vehicle for business use only.

Process: Procurement checklist

Provide a checklist to assist employees in understanding and complying with your procurement process including a strategy for assessing risk and procuring an item.

Process: Procurement evaluation plan

Develop a procurement evaluation plan to provide the justification and endorsement required and document the procurement process and evaluation strategy.

Process: Procurement negotiation strategy

Create a negotiation strategy to obtain the best value in an upcoming procurement process.

Process: Purchase order

Manage and respond to requests for purchase orders.

Process: Receive quotes

Manage and respond to quotes submitted in response to an RFQ.

Process: Request for new printer

Manage and respond to requests for the purchase of new printers.

Process: Request for proposals

Create a Request for Proposals.

Process: Request for quotes

Issue a request for quotes as part of an open bid process.

Process: Retroactive approval of unauthorized purchase

Manage and respond to requests to retroactively approve purchases which were made without the needed authorization so that the payment process can be completed. Allows Procurement to monitor and oversee unauthorized payments.

Process: Service team health monitor (Atlassian template)

Conduct a health monitor workshop based on the Atlassian health monitor for Service Teams.

Process: Sole source request

Manage and respond to requests to purchase products or services from sole suppliers with supporting justification and documentation in place.

Process: Supplier reference check

Conduct a reference check as part of the tender process to ensure a potential supplier's performance record.

Process: Supplier set up

Record supplier information in order set up payment arrangements.

Process: Supplier terms variation

Manage and respond to requests to vary the terms of a supplier agreement.