Customer evaluation of proposals
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, Customers evaluate contractors proposals in many different ways.
The scorecards are not the sole mechanism for evaluating proposals and
selecting the winner. They are usually used as input to the decision-making
process.
The customer may also ask each of these contractors to submit a best and
final offer (BAFO) that is a final price from each contractor that the
customer will consider.
Cost Section: Subcontractors and consultants
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When contractors do not have the expertise or resources to do certain
project tasks, they may outsource some of the work to subcontractors or
consultants to perform those tasks
What is PMI?
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The Project Management Institute (PMI) is a premier worldwide not-for-
profit association for practitioners in the project management profession
and individuals who want to learn more about the profession.
PMI publishes A Guide to the Project Management Body of
Knowledge(PMBOK® Guide), which provides a framework of processes and
guidelines for the application of project management concepts, practices,
and techniques. The association also created the PMI Code of Ethics and
Professional Conduct, which sets standards and establishes expectations
for professional behavior.
,Outsourcing projects using a request for proposal:
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The number of new technologies that are available to support learning is
growing. So are the number of vendors and freelance developers who
have the skills and tools needed to use those technologies. Outsourcing
often makes sense today for several reasons:
Flexible resources: When project loads are lower, staff may do them. But
when project loads increase, staff may need to outsource project work to
meet all the company's goals.
Skills: When a company has a project using a new technology, they may not
yet have the skills to do it in-house. L&D managers may have staff members
work with a contractor to complete the project and grow employee skills
with a new technology
Key assumptions
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include those that the project rationale or justification is based on
What are the elements within a RFP?
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, The RFP must state the project objective or purpose,
statement of work (SOW)
The RFP must include the customer requirements,
what deliverables the customer expects the contractor to provide.
acceptance criteria the customer will use to determine
customer-supplied items
the approvals required by the customer
the type of contract the customer intends to use.
the payment terms the customer intends to use.
the required schedule for completion of the project and key milestones.
provide instructions for the format and content of the con-tractor
proposals.
indicate the due date by which the customer expects potential contractors
to submit proposals
the evaluation criteria.
Types of contracts between the customer and the contractor: fixed-price contract
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the customer and the contractor agree on a price for the proposed work.
The price remains fixed unless the customer and the contrac-tor agree on
changes.
low risk for the customer
fixed-price contract is high risk for the contractor
Fixed-price contracts are most appropriate for projects that are well
defined and entail little risk.
The proposal solicitation process:
Give this one a try later!
Give this one a try later!
, Customers evaluate contractors proposals in many different ways.
The scorecards are not the sole mechanism for evaluating proposals and
selecting the winner. They are usually used as input to the decision-making
process.
The customer may also ask each of these contractors to submit a best and
final offer (BAFO) that is a final price from each contractor that the
customer will consider.
Cost Section: Subcontractors and consultants
Give this one a try later!
When contractors do not have the expertise or resources to do certain
project tasks, they may outsource some of the work to subcontractors or
consultants to perform those tasks
What is PMI?
Give this one a try later!
The Project Management Institute (PMI) is a premier worldwide not-for-
profit association for practitioners in the project management profession
and individuals who want to learn more about the profession.
PMI publishes A Guide to the Project Management Body of
Knowledge(PMBOK® Guide), which provides a framework of processes and
guidelines for the application of project management concepts, practices,
and techniques. The association also created the PMI Code of Ethics and
Professional Conduct, which sets standards and establishes expectations
for professional behavior.
,Outsourcing projects using a request for proposal:
Give this one a try later!
The number of new technologies that are available to support learning is
growing. So are the number of vendors and freelance developers who
have the skills and tools needed to use those technologies. Outsourcing
often makes sense today for several reasons:
Flexible resources: When project loads are lower, staff may do them. But
when project loads increase, staff may need to outsource project work to
meet all the company's goals.
Skills: When a company has a project using a new technology, they may not
yet have the skills to do it in-house. L&D managers may have staff members
work with a contractor to complete the project and grow employee skills
with a new technology
Key assumptions
Give this one a try later!
include those that the project rationale or justification is based on
What are the elements within a RFP?
Give this one a try later!
, The RFP must state the project objective or purpose,
statement of work (SOW)
The RFP must include the customer requirements,
what deliverables the customer expects the contractor to provide.
acceptance criteria the customer will use to determine
customer-supplied items
the approvals required by the customer
the type of contract the customer intends to use.
the payment terms the customer intends to use.
the required schedule for completion of the project and key milestones.
provide instructions for the format and content of the con-tractor
proposals.
indicate the due date by which the customer expects potential contractors
to submit proposals
the evaluation criteria.
Types of contracts between the customer and the contractor: fixed-price contract
Give this one a try later!
the customer and the contractor agree on a price for the proposed work.
The price remains fixed unless the customer and the contrac-tor agree on
changes.
low risk for the customer
fixed-price contract is high risk for the contractor
Fixed-price contracts are most appropriate for projects that are well
defined and entail little risk.
The proposal solicitation process:
Give this one a try later!
