Vendor Management Assessment

Help Tax-Aid reduce vendor costs or administrative effort by improving how they choose, manage, and negotiate with their vendors and suppliers
Tax-Aid
San Francisco, CA, USA
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Tax-Aid
San Francisco, CA, USA

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Posted March 25th

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Project details

What we need
  • A review of existing vendor or supplier management and procurement practices
  • A document outlining best practices and suggestions for improvement to find and retain the best vendors for the Organization’s materials and supply needs
Additional details

we need to find a vendor or vendors to help us with a specific technical project

What we have in place
  • We currently have a technical specification document, which should make it easy for you to get started. We also have time to work with you, and the ability to provide any other information you need.
How this will help
This project will save us $5,767 , allowing us to help more people with low income with their taxes

we use laptop computers to prepare tax returns for the community. All of these laptops must be cloned to have an identical set up. Our staff has been doing this work but the project has grown too large to be handled internally. We need your help to research vendors and evaluate the costs

Project plan

P
Prep: Distribution of Materials & Goal Setting
  • Volunteer Manager and Professional discuss current sourcing and purchasing relationships and strategy, share relevant materials and articulate challenges and goals
1
Milestone 1: Analysis & Recommendations
  • Professional analyzes information gathered and begins to formulate ideas for strategy and improvements
2
Milestone 2: Draft Deliverable
  • Professional provides initial review and suggestions
  • Volunteer Manager provides feedback
3
Milestone 3: Final Deliverable
  • Professional incorporates feedback and delivers document with tangible steps for improvement, best practices, considerations for new vendors, negotiation tactics and a path to reach set goals
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About the org

Tax-Aid
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Our mission

Through skilled volunteers, Tax-Aid provides year-round free tax services to strengthen our San Francisco Bay Area community.

Testimonials

Concetta conducted thorough and thoughtful research for our needs and winnowed the list of possible vendors down to a manageable size.
Jill S.
Jill S.

Executive Director

Vendor Management Assessment Project

(No testimonial has been submitted by Concetta)
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