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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Manage and respond to requests to order business cards for an employee.
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.
Document formal declarations of a stakeholder's business interests.
Document that stakeholders have no real or perceived conflicts of interest, based on the understanding of the principles of conflicts of interest disclosure.
Manage and respond to requests for exemption from quotation requirements, documenting why requirements cannot be met in a particular situation.
Manage and respond to requests to change insurance indemnity provisions of a supplier due to a change to the supply arrangement.
Conduct a health monitor workshop based on the Atlassian health monitor for Leadership Teams.
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.
Provide a checklist to assist employees in understanding and complying with your procurement process including a strategy for assessing risk and procuring an item.
Develop a procurement evaluation plan to provide the justification and endorsement required and document the procurement process and evaluation strategy.
Create a negotiation strategy to obtain the best value in an upcoming procurement process.
Manage and respond to requests for purchase orders.
Manage and respond to quotes submitted in response to an RFQ.
Manage and respond to requests for the purchase of new printers.
Create a Request for Proposals.
Issue a request for quotes as part of an open bid process.
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.
Conduct a health monitor workshop based on the Atlassian health monitor for Service Teams.
Manage and respond to requests to purchase products or services from sole suppliers with supporting justification and documentation in place.
Conduct a reference check as part of the tender process to ensure a potential supplier's performance record.
Record supplier information in order set up payment arrangements.
Manage and respond to requests to vary the terms of a supplier agreement.