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Document
Establishing an Effective Supplier Diversity Program
Year Created: 2022
DOCUMENT
MODL - Award - OA4 Customer Service Assessment Example 2002
- YEAR CREATED: 2002
- ENTITY TYPE: County
- TYPE OF DOCUMENT: MODL - Model, Templates
- Management
- Policies and Procedures
The document is a summary of a delegated purchasing audit. The audit was conducted to assess the organization's purchasing processes and ensure compliance with established criteria. The document includes information such as the organization audited, date of the audit, and the purchasing agent conducting the audit.
The audit criteria focus on delegated purchase orders (PDs) and cover various aspects of the purchasing process. The document includes questions related to the proper authorization of requisitions, the retention and filing of PDs, the maintenance of files, obtaining quotes or performing price analysis for PDs over $1,000, and the use of the correct requisition form.
The document also addresses issues such as the awarding of PDs to vendors with the lowest quotes, understanding how to access debarred vendors, splitting PDs to stay within a certain threshold, purchasing items from outside sources when they are stocked in the central warehouse, and purchasing items from other sources when they are listed on price agreements.
The audit summary also covers topics related to change orders, unit prices or specifications being changed on PDs after receipt of goods or invoice, advanced payments, documentation of written quotes, specifying delivery time, awareness of standardized items, and the proper signing and completion of delegated purchasing requisition forms.
The document briefly mentions receiving reports (RCs) and questions whether they are signed by an authorized receiver other than the ordering CAB. It also asks if the CAB has approved insurance certificates on file where applicable.
The summary concludes with a section for additional comments, questions or comments from the division, recommendations from the purchasing agent, and a list of other personnel contacted during the audit.