Procurement Management英文版).ppt

PMPPreparationTraining ProcurementManagement Chapter12 ProcurementManagement ProcurementPlanningSolicitationPlanningSolicitationSourceSelectionContractAdministrationContractClose out Processesrequiredtoacquiregoodsandservicesfromoutsidetheorganization ProcurementManagement Planning Closing Executing 12 2ContractAdministration 12 1ProcurementPlanning 12 2SolicitationPlanning 12 4SourceSelection 12 3Solicitation 12 6ContractCloseout Buyer sellerRelationship Buyer ThecustomerSeller Contractor vendor supplierexternaltotheperformingorganizationThetermsandconditionsofthecontractbecomekeyinputstomanyoftheseller sprocesses ProcurementPlanning Includesconsiderationofpotentialsubcontracts Determiningwhatprojectneedscanbestbemetbyprocuringproductsorservicesoutsidetheorganization ProcurementPlanning InputsScopestatementProductdescriptionProcurementresourcesMarketconditionsOtherplanningoutputsConstraintsAssumptions Tools TechniquesMake or buyanalysisExpertjudgmentContract typeselection OutputsProcurementmanagementplanStatement s ofwork Inputs Scopestatement DescribescurrentprojectneedsandstrategiesProductdescription Definestheendproductoftheproject providesimportantinformationaboutanytechnicalissuesorconcernsProcurementresources ResourcesandexpertiseneededtosupportprojectprocurementactivitiesMarketconditions Theproductsandservicesavailableinthemarketplace ProcurementPlanning Inputs cont OtherplanningoutputsCostandscheduleestimatesQualitymanagementplansCash flowprojectionsWBSIdentifiedrisksPlannedstaffingConstraints Factorsthatlimitthebuyer soptions suchasavailabilityoffundsAssumptions Factorsthat forplanningpurposes willbeconsideredtobetrue real orcertain ProcurementPlanning Tools Techniques Make or buyanalysis Determiningiftheproductcanbeproducedcost effectivelybytheperformingorganizationExpertjudgment Groupsorindividualswithspecializedknowledgeortraining ProcurementPlanning Tools Techniques cont Contract typeselectionFixedprice Afixedtotalpriceforawell definedproduct Mayincludeincentivesformeetingorexceedingselectedprojectobjectives Costreimbursablecontacts PaymenttothesellerofactualcostsDirectcosts CostsincurredinimplementingtheprojectIndirectcosts Overhead Costsallocatedtotheprojectbytheperformingorganization asacostofdoingbusiness Mayincludeincentivesformeetingorexceedingselectedprojectobjectives ProcurementPlanning Contract typeselection cont TimeandMaterialcontract Sellerispaidapresetamountperunitofservice andthetotalvalueofthecontractisafunctionofthequantitiesneededtocompletethework ProcurementPlanning Tools Techniques cont Outputs Procurementmanagementplan DescribeshowtheremainingprocurementprocesseswillbemanagedStatementofwork DescribestheprocurementitemsinsufficientdetailforprospectivesellerstodetermineiftheyarecapableofprovidingtheitemShouldincludeadescriptionofanycollateralservicesrequiredfortheprocureditem ProcurementPlanning SolicitationPlanning Documentingtheproductrequirementsandidentifyingpotentialsources SolicitationPlanning InputsProcurementmanagementplanStatementsofworkOtherplanningoutputs Tools TechniquesStandardformsExpertjudgment OutputsProcurementdocumentsEvaluationcriteriaStatement of workupdates Inputs ProcurementmanagementplanStatementsofworkOtherplanningoutputs Anymodificationstootherplanningprocesses asaresultofprocurementplanning SolicitationPlanning Tools Techniques Standardforms Includestandardcontracts standarddescriptionsofprocurementitems andstandardizedversionsofall orpart oftheneededbiddocumentsExpertjudgment SolicitationPlanning Outputs Procurementdocuments UsedtosolicitproposalsfrompotentialbuyersInvitationtobid IFB Requestforproposal RFP Requestforquotation RFQ InvitationfornegotiationContractorinitialresponseProcurementdocumentsshouldinclude TherelevantstatementofworkDescriptionofthedesiredformoftheresponseRequiredcontractualprovisions SolicitationPlanning Outputs cont Evaluationcriteria Usedtorateorscoreproposals objectiveorsubjective UnderstandingoftheneedOverallorlife cyclecostTechnicalcapabilityManagementapproachFinancialcapacityStatementofworkupdates Modificationstooneormorestatementsofworkmaybeidentifiedduringsolicitationplanning SolicitationPlanning Solicitation Effortusuallyexpendedbytheprospectiveseller Obtainingresponses e g bids quotes offers fromprospectivesellersonhowprojectneedscanbemet Solicitation InputsProcurementdocumentsQualified sellerlists Tools TechniquesBidders conferenceAdvertising OutputsProposals Inputs ProcurementdocumentsQualified sellerlists Listsorfileswithinformationontherelevantexperienceandothercharacteristicsofprospectivesellers Solicitation Tools Techniques Bidders conference MeetingswithprospectivesellerspriortopreparationofaproposalEnsureallprospectivesellershaveaclear commonunderstandingoftheprocurementResponsestoquestionsmaybeincorporatedintotheprocurementdocumentsasamendmentsAdvertising Placingadvertisementsingeneral circulationpublications suchasnewspapers orinspecialtypublications suchasjournals Solicitation Outputs Proposals Seller prepareddocumentsthatdescribetheseller sabilityandwillingnesstoprovidetherequestedproduct Solicitation SourceSelection Thereceiptofbidsorproposals andtheapplicationoftheevaluationcriteriainordertoselectaprovider SourceSelection InputsProposalsEvaluationcriteriaOrganizationalpolicies Tools TechniquesContractnegotiationWeightingsystemScreeningsystemIndependentestimates OutputsContract Inputs ProposalsEvaluationcriteria Mayincludesamplesofthesupplierspreviouslyproducedproducts servicesforthepurposeofprovidingawaytoevaluatetheircapabilitiesandqualityofproductsOrganizationalpolicies Formalorinformalpoliciesthatcanaffecttheevaluationofproposals SourceSelection Tools Techniques Contractnegotiation Involvesclarificationandmutualagreementonthestructureandrequirementsofthecontract priortothesigningofthecontractFinalcontractlanguageshouldreflectallagreementsreachedIncluderesponsibilitiesandauthorities applicabletermsandlaws technicalandbusinessmanagementapproaches contractfinancing andprice SourceSelection Tools Techniques cont WeightingsystemSelectasinglesource whowillbeaskedtosignastandardcontractRankandorderallproposalstoestablishanegotiatingsequenceSelectashortlistofqualifiedsellers basedonapreliminaryproposalsand then amoredetailedevaluationofamoredetailedandcomprehensiveproposal SourceSelection PointRatingSystem Presentation331 3 Team60 Format40 SolicitationPlanning Requestforproposal331 3 Technical50 Company25 Previousexperience25 Overall100 Price331 3 Dayrates85 Expenses15 Outputs Contract Amutuallybindingagreementthatobligatesthesellertoprovidethespecifiedproduct andobligatesthebuyertopayforitAcontractisalegalrelationshipsubjecttoremedyinthecourtsItmaybecalledacontract anagreement asubcontract apurchaseorder oramemorandumofunderstandingThereview and approvalprocessshouldensurethatthecontractlanguagedescribesaproductorservicethatwillsatisfytheneedidentified SourceSelection Definitions RequestforProposal RFP RequestforapriceandaproposedmethodofmeetingrequirementsOftenusedwhenbothpriceandtechnicalevaluationdeterminewinnersRequestforQuote RFQ RequestformaterialsorservicesPrice driven SourceSelection Definitions WarrantyApromiseaboutaproductmadebyeitheramanufacturerorseller Partofacontract thetruthofwhichisnecessarytothevalidityofthecontractImpliedWarranty aguaranteeimposedbylawinasaleExpressWarranty anassertionorpromiseconcerninggoodsorservices SourceSelection ContractAdministration ThelegalnatureofthecontractualrelationshipmakesitimperativethattheprojectteambeacutelyawareofthelegalimplicationsofactionstheytakeduringadministrationofthecontractPaymenttermsshouldbedefinedwithinthecontractandshouldlinkprogressmadewithcompensationpaid Ensuringtheseller sperformancemeetscontractualrequirements ContractAdministration cont Projectplanexecution Toauthorizethecontractor sworkattheappropriatetimePerformancereporting Tomonitorcontractor scost schedule andtechnicalperformanceQualitycontrol Toinspectandverifytheadequacyofthecontractor sproductChangecontrol Toensurethatchangesareproperlyapprovedandthattheappropriatestakeholdersaremadeawareofsuchchanges ApplyingtheappropriatePMprocessestothecontractualrelationships ContractAdministration InputsContractWorkresultsChangerequestsSellerinvoices Tools TechniquesContractchangecontrolsystemPerformancereportingPaymentsystem OutputsCorrespondenceContractchangesPaymentrequests Inputs ContractWorkresults Statusofdeliverables towhatextentqualitystandardsarebeingmet andcostsincurredorcommittedarecollectedaspartoftheprojectplanexecutionChangerequests Modificationstothetermsofthecontractortothedescriptionoftheproductortheservicetobeprovided Contestedchangesarecalledclaims disputes orappeals Sellerinvoices Submittedtothebuyertorequestpaymentforworkperformed Invoicingrequirementsareusuallyspecifiedinthecontract ContractAdministration Tools Techniques Contractchangecontrolsystem Definestheprocessbywhichthecontractmaybemodified Itincludes PaperworkTrackingsystemsDispute resolutionproceduresApprovalproceduresPerformancereportingPaymentsystem ContractAdministration Tools Techniques Performancereporting ProvidesmanagementwithinformationabouthoweffectivelythesellerisachievingthecontractualobjectivesPaymentsystem Handledbytheaccountspayablesystemoftheperformingorganization Thesystemmustincludetheappropriatereviewsandapprovalsbytheprojectmanagementteam ContractAdministration Outputs Correspondence Contracttermsandconditionsrequirewrittendocumentationofbuyer sellercommunications suchaswarningsofunsatisfactoryperformance contractchanges andclarificationsContractchanges Approvedandunapprovedchangesarefedbackthroughtheappropriateprojectplanningandprojectprocurementprocesses andtheprojectplan orotherrelevantdocumentation isupdatedasappropriatePaymentrequests Cont