Dip of PM

1. Diploma Project Management
Captain Cook College
Sharon Boyle

2.  Attempted Activity 1, 2 & 3
 Discussed results for all Activities
 Started ? all four assessment items
 All Risk Unit assessment items MUST be in by
2 November

3.  The biggest & most complex area of Diploma
 Big money = big potential problems
 Some projects rely heavily on procurements –
others not so much
 Egs
◦ construction & engineering HUGE issue
◦ Events = critical issue but perhaps not so much
◦ Community based events = not much money lesser
problem
◦ IT = entirely about procurement – think RBH &
computers

4.  Workshopped results in class

5.  University of Southern Queensland – full
policy list including purchasing
 https://policy.usq.edu.au/policy/files/procur
ement%20and%20purchasing.htm#id13

6.  Queensland Government Procurement Plan
 North Carolina Information Technology
Procurement Office
 University of Southern Queensland
Purchasing & policies

7. 1. Determine procurement requirements
2. Establish agreed procurement processes
3. Conduct contracting and procurement
activities
4. Implement contract and/or procurement
5. Manage contract and procurement
finalisation procedures

8.  1.1. Identify procurement requirements
with input from stakeholders as the basis for
procurement planning and contracts
 1.2. Establish & maintain, within
delegated authority, an agreed procurement
management plan

9.  What will the procurement management plan
need to align with?

10.  2.1. Obtain information from established
sources capable of fulfilling procurement
requirements
 2.2. Adopt established selection processes
and selection criteria, including occupational
health and safety (OHS) requirements,
 2.3. Obtain approvals for procurement
processes

11.  Workshopped results in class.
 Signatures – yes, but
 Stakeholder input
 Development of processes
 Management understanding of processes


12.  3.1. Communicate agreed proposals
prospective contractors or suppliers
 3.2. Evaluate responses and select
preferred contractors or suppliers in
accordance with current legal requirements &
agreed selection processes
 3.3. Conduct negotiations with preferred
contractor or supplier, with guidance of
higher project authority if necessary, to agree
on contract terms and conditions, establish
common goals and minimise uncertainty

13.  Lunch

14.  Processes
 http://www.capital.health.vic.gov.au/capdev/
PlanningEvaluation/EngagementConsultants/
ConsultantSelectionProcess/


15. Number of Quotes Additional
Project Value
Required Information
Bigger job more
processes required Due diligence is
Victorian Health Dept required. Proposal
must be
$0 - $25,000 1 written tender
consistent with
current market
prices.
$25,000 - 3 written tenders
$150,000 minimum
3 Tenderers from The process
a list of pre- should incorporate
$150,000 and qualified activities set out in
over consultants or Table: Consultancy
inviting public Appointment
tenders Flowchart

16.  Victorian
Health
Department
 Bigger jobs

17. Communication During Selection Process – Internal and External
Selection Com.
Strategy
Debrief
Selection Debrief Losing Contract
Service Needs
Criteria Firms Negotiations
Independent
Fee Estimate
Selection Develop Evaluate Interview/
Committee RFQ/RFP and Shortlist Final Selection Scoping

18.  Please watch – you will need this for 1st
assessment item…..
 Workshopped results in class.

19. 1. Procurement Statement
Describe, in general terms, what products or services are being considered for procurement:

20. 2. Estimated Cost
Provide an estimated total cost of all procurements in this project. Include confidence limits for your estim
plus/minus dollars or percent of estimate). Example: $1,567,000 +/- 20%

21. 3. Vendor Selection
Describe what approach the project team will take to select a product or vendor (e.g. RFI, RFP, IFB).

22. 1. Procurement Definition
Describe, in specific terms, what items will be procured and under what conditions:

23. 2. Selection Process & Criteria
Describe the selection process. List selection criteria. Describe any analytical selection tool that you will use.

24. 3. Project Procurement Team
List all stakeholders who are involved in the Procurement Process, along with contact information and a description
of their Procurement Role. Enter an [ X ] next to each project team member who is authorized to enter into contract
agreements or purchase for the Team (insert rows as needed):
X Name: Phone / email: Procurement Role:
here
[ ]
[ ]
[ ]
[ ]

25. 4. Contract Type
Document which types of contract(s) will be used and the actions required to initiate the contract.
5. Contract Standards
Provide the standards for documentation that will be used for each contract.

26. 6. Vendor Management
Describe what steps the project team will take to ensure that the vendor provides all of the products and/or services
(and only the products and/or services) that were agreed upon, and that appropriate levels of quality are
maintained.
1.
2.
3.
4.

27. 7. Links to related planning documents
Provide hyperlinks to related documents, such as the Change Request Management Plan, Vendor Paym
etc., or attach as addenda.
Change Request Management Plan,
Vendor Payment Plan,

28. 8. Project Procurement Plan / Signatures
Project Name:
Project Manager:
I have reviewed the information contained in this Project Procurement Plan and agree:
Name Role Signature Date
(MM/DD/YYYY)
The signatures above indicate an understanding of the purpose and content of this document by those signing it. By signing this document, they agree to this as

29.  Powerpoint presentation Introduction to
Procurement & contracts
Morning Tea
 Continued Powerpoint presentation Introduction
to Procurement & contracts
 Reference to policies & procedures USQ
 Consultant selection processes
Lunch
 Assessment items for unit
 Procurement management plan
 Agree date & time for Role play

30.  Presentation Richard VH – procurement in the
engineering industry
 Time for reading & Activities 1,2,3,4 & 5.
Morning Tea
 Revision of yesterday’s terms
Lunch
 Answers & discussion Activities 1, 2,3
 Complete Fred’s Shed procurement plan
 Assessments completed