PURCHASING SYSTEM PROJECTS
Prepare a division of a large corporation for an up-coming Contractor Purchasing System Review. Perform a mock audit, resulting in a report on company-wide processes and one-time errors. Include specific, practical recommendations to mitigate/eliminate findings.
Provide recommended forms for Sole Source, Negotiation Memo (requirements), chronological (award) checklist and other efficient-compliance tools. Report ways to adequately support supplier prices, with usable explanations and examples. Evaluate, recommend revisions, and rewrite some (example) vendors in the Master List, with either large business or small business types. Read current policies and procedures; recommend many, specific wording changes. Review dozens of files for individual purchase awards; note significant process, significant error, and other process findings. Include comments and references in notes for use in the report. With applicable Buyer, discuss practices for blanket orders; note challenges. Provide notes on each sampled purchase award review. Prioritize findings for report. Write significant findings in priority order, each with recommended corrective action – typically copied from revised policies and procedures. Include a Table of Contents, Index, and Appendices of several templates and of examples from reviewed purchase award files. Discuss the mock audit report with management plus two employees implementing new policies and procedures.
From subcontract-award checklists to template price and source justifications – our guidance illuminates documentation that gets approved.
In preparation for a client’s first CPSR, explain in more detail and with examples, what DCMA expects in the population list; request an adequate list, from which a small sample of Orders can be pre-reviewed. At client’s request, draft responses to items in all six DCMA Questionnaires. Build and send a revised plan of steps, showing the last date for receipt from/to client that allows four months of (post-implementation of new policies and procedures) audit trails. The four-month window considers the newly pushed-back period under review, established by DCMA.
Review and provide feedback on current policies and procedures covering the period of performance for an up-coming Contractor Purchasing System Review (CPSR). Based on DCMA letter requesting “desk-review” background documents, prioritize top three Action Items. Analyze current purchasing documentation and subcontract Terms and Conditions. Participate in an online conference with the two client representatives managing the CPSR-preparation project; discuss potential Government postponement (due to new policies and procedures in process), population for preparatory mini-review, and approval signatures showing segregation of duties. Tailor most missing policies, procedures, and related forms from boilerplates. Provide a list of topics for which a policy and procedures are strongly recommended, and draft these.