Procurement Management. Scott Coplan, PMP David Masuda, M.D.

Transcription

1 Procurement Management Scott Coplan, PMP David Masuda, M.D. 1

2 Procurement Management Procurement management is planning, executing and controlling acquisition of goods and services necessary to support the successful project completion. 2

3 Processes and Outputs 3

4 Prepare Procurement Plan Prepare a description of what the project needs to purchase, how to obtain these items or resources and control the selected vendors Enlist the following participants in the procure plan and process: Project Manager Subject Matter Experts Legal Counsel Purchasing Department Vendors 4

5 Prepare Solicitation Prepare detailed requirements Document requirements unambiguously and in sufficient detail Identify minimum mandatory requirements Prepare requirements that require a discrete response wherever possible Use a database driven RFP in highly complex and large solicitations Prepare evaluation criteria using point scoring, Delphi technique, rank/cost tradeoff 5

6 Select Vendor Verify minimum mandatory requirements Select finalists Conduct demonstrations Perform site visits Check references 6

7 Negotiate Contract Use an agreement provided by your organization not the vendor Include a contract scope of services based on the project SOW, which includes a WBS dictionary to define the criteria for approval of and payment for deliverables Assemble your negotiating team, including project manager and an attorney with procurement experience Identify, prioritize and share negotiation issues with vendor Obtain and evaluate vendor response Prepare fallback response and share with vendor Narrow issues to short-list and conduct face-to-face negotiation 7

8 Administer Procurement Use contract WBS dictionary in contract, project schedule and budget as standards/baseline Monitor vendor compliance Identify deviations and define agreed upon corrective actions Prepare change orders/contract amendments where required by corrective actions Monitor and document successful completion of corrective actions 8

9 Perform Final Acceptance Compare final deliverable results to deliverable acceptance criteria included in contract WBS dictionary Identify corrective actions if the vendor does not adhere to the acceptance criteria Review updated final deliverable to confirm compliance Accept and pay vendor for final deliverable when it complies with acceptance criteria Issue final DCC 9