Procurement

Project Management Checklist

Question Procurement Planning
Has a procurement management plan been prepared for the project? The Procurement Management plan is completed if products or services will be purchased for the project from an outside supplier. The Procurement Management Plan identifies: How services will be procured for the project, Procedures for evaluating bids and proposals (including approvals required), The types of contracts to be used to procure products or services, Contract administration and reporting procedures.

Y/N

Explanation

EPO Template
Procurement Management Plan

EPO e-book
Procurement Planning

Has a Statement of Work been prepared for the procurement items?

The Statement of Work (SOW) describes the procurement Statement of Work item so that prospective sellers can decide if they are capable of providing the item and how the work can be undertaken. Analysis of buy vs. build options is undertaken to determine Procurement whether the project team can produce the product/service or if Management Plan it should be purchased.

Procurement Planning Procurement Planning

Has the project team performed a buy vs. build analysis on project deliverables?

Evaluating Bids & Proposals

Have objective evaluation criteria been defined for alternative evaluation? Proposals should be evaluated against a set of criteria ranked Alternative Selection Bid & Proposal as follows: Evaluation Mandatory these are must criteria based on critical success factors or project objectives. Optional these are the want criteria based on requirements. Project teams frequently must evaluate alternatives and make selection decisions that involve a degree of risk. These decisions can be complex; a quantifiable approach is required.

Is a rational process used to select from alternatives and minimize risks from selection decisions?

Alternative Selection Bid & Proposal Evaluation

Contract Administration
Has a Contract Management Plan been prepared for each contract on the project? Contract administration is the process of managing the Contract contract and the relationship between the buyer and the seller. Management Plan The Contract Management Plan describes how a specific contract will be administrated during the project Contract closure is the process of completing and settling the Contract Closure contract, resolving open items and completing contract closure Report documentation.

Contract Administration

Upon completion of the contract, has a contract closure report been prepared?

Contract Administration

EPO Template 2006 Gord Gibben, PMP

Version 7.0