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Project Procurement Management - Coggle Diagram

- - - - approved vendor
      - license in your state
  - - - SLA
        
        Service Level Agreement
      - MOA
        
        Memoranda Of Agreement
  - - - individual who can sign
- - - - keys
        
        when?
        
        how much?
        
        is procurement needed?
        
        what?
      - actions
        
        create Statement Of Work (SOW) or Terms Of Reference (TOR)
        
        high-level cost estimate to determine the budget
        
        Advertise the opportunity
        
        Identify qualified sellers
        
        Create and issue bid documents
        
        Seller creates submits proposal
        
        Buyer does a technical evaluatio of proposal
        
        Buyer does cost evaluation of the proposal
        
        Buyer examine combined quality and cost evauation
        
        Buyer and Seller negotiate sign contract
    - - prject charter
      - business documents
        
        business case
        
        benefits management plan
      - pm plan
        
        scope management plan
        
        quality management plan
        
        resource management plan
        
        scope baseline
        
        wbs
        
        wbs dictionary
        
        find work package to be produred
      - project documents
        
        milestone list
        
        project team assigments
        
        requirements documentation
        
        requirements traceability matrix
        
        resource requirements
        
        risk register
        
        stakeholder register
      - eef
        
        marketplace conditions
        
        sole soruce
        
        unique skill
        
        like an artist
        
        single source
        
        many people
        
        just one can do the job
        
        oligopoly
        
        sellers' reputation, past performance
        
        terms and conditions for products or services
        
        local requirements
        
        regulatory requirements
        
        legal advice
        
        contract management system
        
        review of multi-tier supplier system
        
        accounting and payments system
      - opa
    - - expert judgment
      - data gathering
        
        market research
      - data analysis
        
        make or buy analysis
        
        formula
        
        determine home build price
        
        determine home build montly cost
        
        determine vendor buy price
        
        determine vendor buy montly fee
        
        calculate difference for price: build-buy
        
        6 calculate difference for montly fee: montly build - montly buy
        
        7 divde difference for price and difference for montly fee
        
        you get the number of months needed to recovery the investment of doing it at home. If the deliverable should remain installed for a longer period than is better build else is better buy
      - source selection analysis
      - meetings
    - - procurements management plan
        
        coordination between sellers and the project team
        
        project activities
        
        project reporting
        
        scheduling
        
        business operations
        
        how vendor will be selected
        
        types of contracts to be used
        
        should-cost estimate
        
        could came from historical information
        
        used as benchmark wit other bids
        
        working with procurement office
        
        rules to follow
        
        lead time requirements
        
        time needed to perform procurement operations
        
        requirements for performance bonds and insurance
        
        the contract could include directives on performances
        
        procurement forms
        
        how multiple vendors will be managed
        
        metrics to be used for vendor selection
        
        vendors qualifications
        
        vendors
        
        bonds
        
        licenses
        
        risk-mitigation
        
        eef
        
        bidding process
        
        vendor selection
        
        roles and responsabilities
        
        pm
        
        project team
        
        procurement office
        
        constraints
        
        assumptions
        
        risk management
        
        prequalified sellers
      - procurement strategy
      - bid documents
      - procurement statement of work
        
        SOW
        
        alternative name Terms Of Reference (TOR)
        
        entire project is to be procured
        
        SOW == product description
      - source selection criteria
      - make-or-buy decisions
      - indipendent cost estimates
      - change requests
      - project documents updates
        
        lessons learned register
        
        milestone list
        
        requirements documentation
        
        requirements traceability matrix
        
        risk register
        
        stakeholder register
        
        opa updates
- - - - fixed
      - cost reimbursable
        
        riskier for the buyer
        
        better if scope is expected to change
    - - legal
      - not the pm
  - - - FFP
        
        Firm Fixed-Price Contracts
        
        seller carries risk of cost overruns
        
        buyer specifices what's to be purchased
        
        changes to the scope
        
        addendum to the contract
        
        new contract
        
        most common contract
      - FPIF
        
        Fixed-Price Incentive Fee Contracts
        
        financial Incentives for performance
        
        es. a bonus if get the work done within 10 days
        
        cost, schedule, techinical performance
        
        price ceiling
        
        "prezzo limite"
        
        limit the bonus if parametric
        
        es. bonus per day
        
        seller carries risk of overruns
      - FP-EPA
        
        Fixed Price with
        Economic Price Adjustement Contracts
        
        Long-term contracts
        
        pre-defined financial adjustements
        
        inflation, cost increases, decreases
        
        es. market costs of material
        
        external conditions
    - - scope of work can't be defined early
      - buyer carries risk of overruns
      - CPFF
        
        Cost Plus Fixed Fee Contracts
        
        all allowable costs
        
        es. il compratore paga a parte il materiale
        consumato e il costo del lavoro è fisso
        
        fixed fee of the initial estimated costs
        
        fee paid for completed work
        
        fee is constant unless scope changes
      - CPIF
        
        Cost Plus Incentive Fee
        
        all allowable costs
        
        fee based on performance goals
        
        incentive sharing
        
        contract defines masurements
      - CPAF
        
        Cost Plus Award Fee Contract
        
        all allowable costs
        
        performance criteria for fee to seller
        
        subjective review by buyer
        
        award is determined by the buyer
      - T&M
        
        Time and Materials Contract
        
        seller is paid an hourly fee
        
        Seller is paid for materials
        
        not-to-exceed clause
        
        time limits for contract
- - - - Invitation For Bid
    - - Request For Quote
    - - Request For Proposal
        
        not just economic,
        also for an idea to solve a problem
        or get a solution
    - - Request For Information
        
        a broshure,
        a presentation
- - - - obtaining seller responses
      - selecting the seller
      - award a contract
    - - pm plan
        
        scope management plan
        
        requirements management plan
        
        communications management plan
        
        risk management plan
        
        procurement management plan
        
        configuration management plan
      - project documents
        
        lessons learned register
        
        project schedule
        
        requirements documentation
        
        risk register
        
        stakeholder register
      - procurement deocumentation
      - seller proposals
      - eef
      - opa
    - - expert jusgment
      - advertising
      - bidder conferences
      - data analysis
        
        proposal evaluation
        
        seller selection
        
        weighting system
        
        define most importa factors
        
        cost
        
        experience
        
        schedule
        
        staffing
        
        certifications
        
        give a weight to each factor
        
        evaluate each proposal
        
        indipendent estimates
        
        screening systems
        
        contract negotiation
        
        seller rating system
        
        like yelp for resturants
        
        internal rating system
        
        check previous experiences
        with sellers
        
        expert judgement
        
        proposal evaluation
        
        criteria
        
        cost
        
        qualification only
        
        qualitybased/highest technical proposal score
        
        quality and costbased
        
        sole source
        
        fixed-budget
      - interersonal and team skills
      - negotiation
    - - selected sellers
      - agreements
        
        SOW
        
        schedule baselibe
        
        performance reporting
        
        period of performance
        
        roles and responsabilities
        
        where work is to occur
        
        pricng
        
        payment terms
        
        inspection and acceptace critera
        
        warranty
        
        product support
        
        limitation of liability
        
        fees and retainage
        
        penalties
        
        incentives
        
        insurance and performance bonds
        
        subordinate subcontractor approvals
        
        change request handling
        
        termination/aternative dispute resolution
      - change requests
      - pm plan updates
        
        requirements management plan
        
        quality managment plan
        
        communication management plan
        
        risk management plan
        
        procurement management plan
        
        scope baseline
        
        schedule baseline
        
        cost baseline
      - project documets updates
        
        lessons learned register
        
        requirements documentation
        
        requirements traceability matrix
        
        resource calendars
        
        risk register
        
        stakeholder register
      - letter of intent
        
        precede the contract
        
        let autorities make contracts
        
        used to start planning processes
        even if there's not a formal contract
- - - - ensuring that the seller and
        the buyer live up to the contract
      - pm and contrat admin work together
      - seller culd not fullfill the
        contractual requirements
        
        legal remedies
        
        terms of contract
        
        contact override everithing else
    - - pm plan
        
        requirements management plan
        
        risk management plan
        
        procurement management plan
        
        change management plan
        
        schedule baseline
        
        project documents
        
        assumption log
        
        lessons learned register
        
        milestone list
        
        quality reports
        
        requirements documentation
        
        requirements traceability matrix
        
        risk register
        
        stakeholder register
      - agreemets
      - prcurement documentation
      - approved change requests
      - work performance data
      - eef
      - opa
    - - expert judgment
      - claims administration
        
        cancelling the contract
        
        quality or performance issues
        
        no longer needed
        
        terms of contract
        
        should define rules for cancelling
        
        allowence to cancel the contract
        
        penalties
        
        administration
        
        contested changes
        
        changes not approved
        
        disagreements
        
        subjectives
        
        es. in sow request a "fast network"
        
        alternative dispute resolution (adr)
        
        through a mediator
        
        negotiation is preferred method
      - data analysis
        
        performance review
        
        earned value analysis
        
        trend analysis
      - inspection
      - audits
    - - closed procurements
      - work performance infromation
      - procurement documentation updates
      - chage requests
      - pm plan updates
        
        risk management plan
        
        procurement management plan
        
        schedule baseline
        
        cost baseline
      - project documents updates
        
        lessons learned register
        
        resource requirements
        
        requirements traceability matrix
        
        risk register
        
        stakeholder register
        
        opa updates