Posts Tagged ‘procurement’

World Bank Academy

June 9, 2018 Leave a comment

World Bank Academy


Online Educational Course “e-Procurement Learning”

This e-Learning course is designed to provide participants with an in-depth understanding of the concept of public procurement and e-Government Procurement (e-GP) and how e-Procurement solutions can be designed and implemented in a more effective and economical way. This course outlines how to prepare a strategy for establishing an e-GP framework and presents in detail basic and advanced tools of e-Procurement systems. Moreover, it describes the need for the establishment and use of public procurement indicators, as well as how public financial management can be strengthened through the incorporation of procurement and e-Procurement into PFM reform projects.

Course overview

E-Government procurement (e-GP) projects are often part of the wider e-government efforts of countries to efficiently and effectively serve their citizens and businesses. E-GP promotes better governance in public procurement by increasing transparency and eliminating opportunities for fraud and corruption. The application of ICT to procurement processes has resulted in e-Procurement platforms that are ideally suited to address the e-GP objectives.

Pursuing an e-Procurement system implementation is an effective way to improve public procurement management, through the automation of all underlying processes. Many governments worldwide have adopted end-to-end e-Procurement systems which cover the full procurement cycle.

The current e-Learning course is composed of five modules, aiming to assist its audience to better understand electronic procurement and provide them with guidance on decisions they may need to take for establishing or improving the e-GP framework of their countries.

The course initially focuses on how organizations can establish a plan for an e-GP implementation, and what benefits can be expected by such an implementation project. Furthermore it provides an overview of the basic and advanced features and modules of e-Procurement systems, along with concise information on how to implement each of the described e-Procurement modules.

Additionally, the course briefly describes e-Procurement indicators and presents how these can be used by governments in order to measure adoption, performance and overall governance. Lastly, it focuses on how to incorporate procurement and e-procurement into FMIS implementations in the context of PFM reform projects.

At the end of this course, a certification can be obtained by those participants who complete the course and successfully pass the respective examination.

Course features

The course is composed of the following modules:

  • e-Procurement Preparation
  • e-Procurement Basics
  • Advanced e-Procurement
  • e-Procurement Indicators
  • Incorporating e-Procurement into Public Financial Management (PFM) reforms

Target audience

This e-Learning course is designed for the clients of the World Bank (stakeholders of public sector organizations) who wish to strengthen their knowledge on the e-GP concept. Learners can get an in-depth view on how to pursue a successful e-GP implementation and e-Procurement system features in order to effectively cover the whole public procurement cycle.

The learners should at least have an understanding of the national public procurement setting and the EU public procurement procedures as well as a high-level view of web-based applications and software implementation projects.






Ministry of Business, Innovation and Employment, NZ

June 5, 2018 Leave a comment

Ministry of Business, Innovation and Employment, NZ


Online Educational Course “Demystifying Procurement”

Demystifying Procurement is an introductory online course that gives you tools and techniques to help you with your procurement.

This introductory course is especially useful for:

  • non-procurement specialists with responsibility for managing or undertaking procurement or with a general interest in procurement
  • anyone new to a procurement-related role
  • procurement specialists wanting to update themselves on best practice.

Course outline

This free introductory training course covers the eight stages of the procurement life-cycle in four short modules.

By the end of the course you should have an understanding of:

  • specifying and eliciting business requirements
  • market analysis tools and techniques
  • developing a procurement plan
  • selecting the right procurement approach
  • approaching the supply market
  • evaluating and selecting suppliers that deliver the greatest value for money
  • negotiating and contracting
  • managing and reviewing supplier relationships
  • what to do when things go wrong in the relationship.

There are four self-paced modules with interactive graphics and tables, links to procurement tools and guidance on this website and practice questions at the end of each section.

Module 1: Plan (part 1)

Module 1 covers the project initiation, needs and market analysis sections of the planning phase. The module will take you through identifying and understanding key stakeholders and their needs, putting together a project team, probity considerations and understanding the supply market.

Module 1 should take about 30 minutes to complete.

Module 2: Plan (part 2)

Module 2 covers the specification of requirements and planning approach to market sections of the planning phase. The module will take you through key considerations when specifying your requirements, determining which approach to market strategy is right for the procurement, evaluation methodology, what should go into the procurement plan and starting to think about the contract construct.

Module 2 should take about 30 minutes to complete.

Module 3: Source

Module 3 covers the sourcing phase of the procurement life-cycle, including approach to market; supplier selection and contract negotiation and award. The module will take you through what needs to go into your RFx documentation, publishing a notice of procurement, convening the evaluation panel and evaluating responses, negotiation theory, contract arrangements and debriefing unsuccessful respondents.

Module 3 should take about 50 minutes to complete.

Module 4: Manage

Module 4 covers the manage phase of the procurement life-cycle, including managing the contract and relationships and reviewing procurement outcomes. The module will take you through the three key elements of contract and relationship management, the relationship spectrum, dispute resolution considerations and the review cycle.

Module 4 should take about 25 minutes to complete.

Alison Platform

June 3, 2018 Leave a comment


via Platform


Online Educational Course “Supply Chain Risk”

by N. Viswanadham

The course Understanding Supply Chain Risk Management (SCRM) introduces the learner to the multitude of risks that threaten the operation of supply chains at national and global levels. A previous course – Understanding Supply Chain Ecosystems – looked at Supply Chain Ecosystems and supply risk involves adverse and unexpected changes to any elements of a supply chain ecosystem.

The aim of SCRM is to reduce supply chain vulnerability by identifying and managing risks within the supply chain and external to it. The course gives examples of resource uncertainties, characteristics of Wicked problems, and describes the elements of a cyber attack. It also lists the six strategies to reduce overall risk exposure.

This course will be of great interest to all professionals who work in the areas of operations management, logistics, procurement and information technology, and to all learners who are interested in developing a career in the area of supply chain management.





2017 Procura+ Awards

October 17, 2017 Leave a comment

2017 Procura+ Awards


Energy Discovery Centre, Tallinn, Estonia

2017 Procura+ Awards on Sustainable and Innovation Procurement with support of ICLEI and European Commission recognise three categories of excellence: Sustainable Procurement of the Year, Innovation Procurement of the Year, and Tender Procedure of the Year.
















Categories: Awards Tags: , , , ,

Conference on Innovation Procurement

October 17, 2017 Leave a comment

Conference on Innovation Procurement


Kosmos IMAX, Tallinn, Estonia

The Conference on Innovation Procurement took place under the Estonian EU presidency on 17th and 18th of October 2017 in Tallinn, Estonia. The Conference also served as the 3rd annual Major eafip Event. The conference programme included:

  • Innovation procurement experiences in Europe
  • EU Member States’ policy and support framework for innovation procurement
  • Economic impact of innovation procurement
  • HORIZON 2020 calls supporting innovation procurements
  • 2017 Procura+ Awards Ceremony on Sustainable and Innovation Procurement

The target audience for the two-day conference was policy makerspublic procurers and innovators. Its aims were capacity buildingexperience sharing and networking about major ICT-related innovation procurement initiatives across Europe and to facilitate networking between stakeholders to discuss new ideas, initiatives and funding opportunities.

The event was co-organised by the Estonian Ministry of Economic Affairs and Communications (MEAC) and the Directorate-General for Communications Networks, Content and Technology (DG CNECT) of the European Commission (EC). The conference was supported by the European Union Regional Development Fund. The 2017 Procura+ Awards were supported by the EU’s Horizon 2020 Programme, and co-ordinated by ICLEI.



Welcoming words:

Urve Palo, Minister of Entrepreneurship and Information Technology, Estonia









Keynote – How to mainstream innovation procurement in Europe?

Gerard de Graaf, Director, Digital Single Market Directorate, DG CNECT, European Commission








Public procurement of innovation – the policy logic behind the strategic use of procurements

Veiko Lember, Senior Research Fellow, Tallinn University of Technology, Estonia











e-solutions in Estonia – living proof of innovation procurements

Andres Kutt, Former advisor, Information System Authority, Estonia











Panel discussion: Innovation procurement as driver for economic growth and address secretol challenges

Moderator: Gaynor Whyles, Director, JERA Consulting Ltd

Helen Kopman, Deputy Head of Unit, Start-ups and Innovation Unit, Digital Single Market Directorate, DG CNECT, European Commission














Andreas Nemec, Managing Director, Federal Procurement Agency BBG, Austria











Evelin Porn-Lee, Tallinn University of Technology, Estonia











Kalev Pihl, CEO, SK ID Solutions, Estonia








Session: Innovation procurement experiences (Examples and analysis of innovation procurements across Europe)

Moderator: Gaynor Whyles, Director at JERA Consulting Ltd

Innovation methods for award procedures of ICT learning in Europe. IMAILE

Ellinor Wallin, IMAILE project manager. Sweden




















Teemu Laitinen. CEO Almerin. Finland











Andrea Contino. AMIGO. Spain




















Sweden’s electric roads for heavy vehicles pre-commerciol procurement

Anders Bylund, Head oi Rail and Road Electrification. Siemens Mobility. Sweden














London underground PROLITE lighting PPI procurement, winner of the PROCURA+ Award Innovation Procurement of the Year 2016

Leon Smith, Manager technology and innovation, Transport for London, UK







































David Bide, Commercial Director, Armadillo-ED — Evolution in Lignting. UK

















Telemedicine for Intensive Care Units procurement, THALEA

Dr. Gernot Marx, Professor ot Anesthesrology and Critical Care Medicine and Chair at the University RWTH Aachen, Germany














Panel discussion: Benchmarking the progress on innovation procurement across Europe: EU member states (Austria, Finland, Estonia, and European Commission) policy and measurement framework for innovation procurement

Moderator; Gaynor Whyies, Director, JERA Consulting Ltd. UK

Eva Buchinger, Policy Advisor. Austrian Institute at Technology. Austria














Ville Valovirta, Senior Screntist, lnnovations, Economy and Policy,VTT Technical Research Centre of Finland. Finland








Paul Jackson, Innovation procurement policy expert, Ministry of Economic Alloirs and Communications. Estonia














Vasileios Tsanidis, Policy Ollicer. DG Communications Networks, Content and Technology. Directorate F Digital Single Market, European Commission






















New York Consulting Procurement Conference 2017

June 29, 2017 Leave a comment

New York Consulting Procurement Conference 2017


American Management Association Times Square, New York, USA

The New York Consulting Procurement Conference is one-of-its-kind event that allows Executives interested in Procuring Consulting Services to connect with peers and experts of the domain to exchange about challenges, best practices and trends in the Consulting industry.


What is innovation in the Digital Environment? George Hemingway, Partner at Stratalis Consulting

The impact of digital transformation on Organization. Thomas Bertels, Partner at Valeocon Management Consulting

How can traditional banks leverage Fintech practices to compete in a digital world? Bijon Mehta, President at Association of FinTech Professionals

Digital in Manufacturing Industries : Supply chain 2.0 ? What else ? Laurent Thomas, VP Strategy at Solvay Novecare

Digitalizing Procurement : Deja vu ? Rajiv Gupta

How digital is transforming Consulting Services ? David Tang, CEO of Flevy


The Chartered Institute of Procurement & Supply

October 7, 2015 Leave a comment


The Chartered Institute of Procurement & Supply (

Certificate in Procurement and Supply Operations

CIPS Exams Letter.pdf

CIPS Exams Results Letter.pdf

CIPS Level 2 Certificate.pdf

The CIPS Certificate in Procurement and Supply Operations is a vocationally related qualification. It has been accredited by the Office of Qualifications and Examinations Regulator (Ofqual) in the UK and appears on the Register of Regulated Qualifications. Please refer to

CIPS_UCG_CPSO_ProcSuppPrinc_AW#2_v1_Layout 1

Procurement and Supply Principles

Learning Outcomes

1.0 Know the roles of procurement and supply within organisations

1.1 Define the common terms that describe aspects of procurement and supply

  • Definitions of common terms such as procurement, purchasing, buying, supply chain, materials management, distribution, logistics and contract management

1.2 Describe the roles of procurement and supply in organisations

  • The typical proportion of costs accounted for by procurement of goods and services
  • The roles of procurement and supply and procurement professionals
  • Achieving value for money
  • Sustainability in procurement and supply
  • The roles of staff with devolved responsibilities for procurement

1.3 Describe the benefits of effective procurement for organisations

  • How effective procurement impacts on profitability – The profit contribution effect
  • Creating savings and improving efficiency
  • Budgets and budget monitoring
  • How effective procurement helps achieve targets

1.4 Identify the five rights of procurement and supply

  • The five rights of procurement and supply
  • Price/total cost, quality, timing, quantity and place
  • Defining value for money

2.0 Know how products and services are received from suppliers and delivered to customers

2.1 Describe the delivery of products and services that organisations make to customers

  • Defining products and services
  • The customer role
  • Seeing customers as a part of a supply chain

2.2 Describe the delivery of products and services made by external suppliers

  • The need for supplies of products and services from external suppliers
  • Outsourced services
  • Seeing suppliers as apart of a supply chain

3.0 Know the main stages of the sourcing process

3.1 Describe the main stages of a sourcing process

  • Identification of needs
  • Producing specifications
  • Requesting quotations
  • Receiving quotations
  • Assessing suppliers quotations
  • Making contract award recommendations
  • Contract authorisation
  • Order placement, blanket orders/frameworks and call-off orders
  • Performance and delivery
  • Payment of suppliers
  • Expediting deliveries
  • Reviewing outcomes and processes
  • Pre and post award stages of a sourcing process

4.0 Understand what makes up the main components of a supply chain

4.1 Explain the main components of a supply chain

  • Customers and their customers
  • Customers and consumers
  • Suppliers and their use of suppliers
  • Tiers of a supply chain
  • The global aspects of supply chains
  • Examples of supply chains in action

CIPS_UCG_CPSO_ProcSuppFunc_AW#2_v1_Layout 1Procurement and supply functions

Learning Outcomes

1.0 Know the main types of organisations and how they operate

1.1 Identify the main types of organisations

  • Private public and third sector organisations
  • Production and service organisations

1.2 Describe how organisations operate

  • People, objectives and structure in organisations
  • The formal and informal organisation

1.3 Identify the main operating functions with in organisations

  • Differentiation and integration in organisations
  • Typical functions in organisations such as production, operations, marketing and sales, customer support, human resources, personnel, finance, IT, and technical functions
  • Differentiating procurement and supply

2.0 Know the main elements of a procurement and supply function

2.1 Describe the use of mission and vision statements and objectives by a procurement and supply function

  • Objectives of procurement and supply functions
  • Targets for procurement and supply functions
  • Use of mission and vision statements for procurement and supply functions

2.2 Describe the main roles and structures of a procurement and supply function within an organisation

  • Links to organisational goals
  • Competition and regulatory roles
  • Advice and guidance that a procurement and supply function can provide t other functions
  • Procurement and supply as a service function
  • Centralised, devolved and lead buying structures of procurement and supply functions

2.3 Define the main procedures that can be created by a procurement and supply function

  • Delegations of authority and approvals
  • Procedures that apply to running competitions between suppliers
  • Auditing compliance with internal procedures

3.0 Know the main market factors that impact on a procurement and supply function

3.1 Identify the main economic sectors that impact on a procurement and supply function

  • Public, private and not for profit or third sector
  • Primary, secondary and tertiary sectors

3.2 Describe the impact of demand and supply on markets

  • Demand and supply curves
  • How demand and supply factors can change
  • How demand and supply factors can impact on pricing and availability

3.3 Describe how market factors impact on the procurement and supply activities of an organisation

  • The level of competition: perfect competition, imperfect competition, oligopoly, duopoly and monopolies
  • The impact of demand on sales
  • Market growth and decline
  • Competitive forces on organisations

CIPS_UCG_CPSO_ProcSuppProcess_AW#_v1_Layout 1Procurement and supply processes

Learning Outcomes

1.0 Know the main components of contractual agreements

1.1 Describe the main types of contracts

  • Spot purchases
  • Term contracts
  • Framework arrangements/blanket orders/panel contracts and call offs

1.2 Identify the main kinds of pricing arrangements applied in commercial contracts

  • Fixed pricing, lump sum pricing and schedule of rates
  • Cost reimbursable and cost plus arrangements
  • Variable pricing arrangements
  • Target pricing arrangements
  • Risk and reward pricing arrangements

1.3 Describe the different documents that compose a contract for the purchase or supply of goods or services

  • Defining contracts and agreements
  • The use of tendering and quotations
  • The documents that comprise a contract – the specification, key performance indicators (KPIs), contract terms, pricing and use of other schedules
  • Contracts for the supply of goods or services

2.0 Know the main sources of information on suppliers and customers

2.1 Describe the use of the Internet to locate details about suppliers and customers

  • The use of Internet search engines to locate details about suppliers and customers
  • The types of information presented by suppliers and customers on their websites

2.2 Describe the use of credit rating agencies

  • The role of credit rating agencies and credit rating scores
  • Publications on individual organisations and markets
  • The use of credit rating scores

2.3 Describe the use of intranet, extranet and internet sites to publicise information

  • Distinguishing between the intranet, extranet and internet sites
  • Information for help and advice on an intranet site
  • The information for the wider community on company websites

3.0 Know the main types of systems for supplier selection, ordering and payment

3.1 Describe the use of electronic sourcing systems for supplier selection

  • Defining e-sourcing
  • Attracting quotations or tenders through an e-tendering or e-sourcing system
  • The publication of e-notices

3.2 Identify systems used in procurement and supply

  • Systems for purchase ordering
  • Capturing data on expenditures
  • The use of portal sites to locate suppliers or customers
  • Examples of supplier database systems

3.3 Describe P2P (purchase to pay) systems for ordering from suppliers and payment to suppliers

  • The P2P process from the creation of requisitions, to raising requests for quotations or tenders, receipt of quotations or tenders, delivery documentation, invoicing and payment
  • Examples of P2P systems

CIPS_UCG_CPSO_ProcSuppAdmin_AW#2_v1_Layout 1Procurement and supply administration 

Learning Outcomes

1.0 Understand the need for the effective and efficient administration of purchases made with external suppliers

1.1 Define effective and efficient administration

  • Defining administration
  • Reviewing the steps taken to forming agreements made with suppliers
  • Defining effectiveness and efficiency

1.2 Explain the administration of the pre contract stages of a sourcing process

  • The creation of requisitions and requirements
  • The use of specifications, key performance indicators (KPIs) and contract terms
  • The creation of requests for quotations or invitations to tender
  • The use of prequalification questionnaires
  • The submission of quotations or tenders for requirements
  • The assessment of quotations and tenders

1.3 Explain the administration of the award and post award stages of a sourcing process

  • The creation of orders or tender award documentation
  • Delivery notes and order acknowledgements
  • Receiving invoices
  • Invoice matching and dealing with non-compliances

1.4 Describe the need for approvals in the administration of procurement and supply

  • Typical procedures for authorising budgets, requisitions, orders and tenders
  • The separation of duties
  • Contract recommendation and authorisation
  • Levels of delegated authority for contracts
  • Ensuring an efficient approval process

2.0 Know the main techniques used for ordering supplies

2.1 Describe what is meant by direct and indirect supplies

  • Definitions of direct and indirect supplies
  • Examples of direct and indirect supplies
  • Goods for resale and goods not for resale

2.2 Identify the main costs associated with holding inventories

  • Analysing the costs of inventory
  • The costs associated with stock outs and excess inventories

2.3 Describe techniques commonly used for ordering inventories

  • Re-order point control and re-order quantities
  • MRP and MRPII systems
  • Just in time approaches
  • Enterprise resource planning systems

3.0 Know the main approachesto achieving timely deliveries of products or services

3.1 Define the processes that should be used when expediting supplies

  • Defining expediting
  • Problem solving
  • Tracking the relevant documentation
  • Obtaining written confirmations
  • Review agreements made

3.2 Describe the importance of effective communication with suppliers and customers to achieve timely deliveries

  • The perceptual process
  • Interacting with other people and building rapport
  • Effective communication

3.3 Describe the use of forecasting to achieve timely deliveries of supplies

  • The use of forecasting
  • Subjective and objective techniques in forecasting
  • The difficulties associated with forecasting

CIPS_UCG_CPSO_ProcSuppStake_AW#2_v1_Layout 1Procurement and supply stakeholders

Learning Outcomes

1.0 Know the main stakeholders in procurement and supply

1.1 Identify the main external stakeholders in procurement and supply

  • Defining stakeholders
  • Typical stakeholders such as suppliers, customers, consumers, communities, government and other groups
  • The distinction between customers and consumers

1.2 Identify the main internal stakeholders that can be involved in purchases from suppliers and supplies delivered to customers

  • The role of procurement and supply in dealing with other business functions such as marketing, sales, production, operations, human resources, finance, design and development, distribution, facilities, senior management and the board of management

2.0 Know the main approaches for conflict resolution with stakeholders in procurement and supply

2.1 Describe how conflict can arise in the work of procurement and supply

  • Defining workplace conflict
  • The sources of conflict in organisations and between personnel
  • The sources of conflict between organisations and their personnel

2.2 Describe approaches to conflict resolution with stakeholders in procurement and supply

  • Approaches to conflict resolution
  • Clarifying roles and responsibilities
  • Group cohesion
  • Achieving buy in from stakeholders

2.3 Explain the contribution that effective teamwork can make when dealing with conflict with stakeholders in procurement and supply

  • Group cohesiveness and performance
  • The characteristics of an effective work group
  • The stages of team development

3.0 Know why quality management is important in procurement and supply

3.1 Define the main components of quality management in procurement and supply

  • Definitions of quality, quality control, quality assurance and total quality management
  • Quality as a philosophy
  • Getting things right first time

3.2 Identify the costs of quality

  • Prevention and appraisal costs
  • The internal and external costs of quality
  • Organisational reputation

3.3 Describe the main techniques associated with quality assurance and quality management

  • From quality inspection to quality assurance
  • Quality circles
  • The use of control charts
  • Achieving continuous improvement

4.0 Know why clear ethical codes of practice should be used in procurement and supply

4.1 Describe the role of ethical codes in procurement and supply

  • The scope of business ethics
  • Treatment of stakeholder groups
  • Behaviours towards suppliers, customers and competitors

4.2 Describe the details that should be included within standard ethical codes

  • The use of ethical codes such as the CIPS Code of Ethics
  • Regulations in ethical standards
  • Codes for sustainable procurement

4.3 Describe the impact of corporate governance on a procurement and supply function

  • The principles of corporate governance
  • Mechanisms and controls in the corporate governance of procurement and supply

Exam Letter

CIPS Exams Letter







Exam Results

Cips Exam Results







Exam Results Letter









Certificate CIPS Level 2