WEB BASED PROCESS THAT ENABLES ENTERPRISES TO MANAGE THEIR PURCHASES ACROSS THE ENTIRE REQUISITION TO PAYMENT ONLINE CYCLE

E PROCUREMENT

MENTION THE 2 TYPES OF PROCUREMENT METHODS

COMPETITIVE

NON-COMPETITIVE

DESCRIBE NON-COMPETITIVE PROCUREMENT 

SOLE SOURCE PROVIDER

NEGOTIATED

MUST ALWAYS BE JUSTIFIED

ALLOWS ORGANIZATIONS TO CONSOLIDATE THEIR PURCHASING POWER, AS EVERYTHING IS PASSED THROUGH A SINGLE MECHANISM

E-PROCUREMENT

DESCRIBE COMPETITIVE CONTRACT CRITERIA

HIGH DOLLAR VALUE

EXPLICIT SPECIFICATIONS

ADEQUATE NUMBER OF SELLERS

TECHNICALLY QUALIFIED SELLERS

SUFFICIENT TIME

MENTION SOME OF THE PROCUREMENT INPUTS

SCOPE STATEMENT

CONSTRAINTS

BEST PRACTICES

PRODUCTS AND SERVICES DESCRIPTION

WHICH PRODUCT IS THE PROCUREMENT OUTPUT

PROCUREMENT MANAGEMENT PLAN

INPUTS FOR PROCUREMENT PLANNING

SCOPE STATEMENT

PRODUCT/SERVICE DESCRIPTION

PROCUREMENT RESOURCES

MARKET CONDITIONS

CONSTRAINTS

ASSUMPTIONS

CHECKLIST OF BEST PRACTICES

THE FOLLOWING SOLUTIONS ARE PART OF WHAT PROCESS?:

LOWER PROCUREMENT COST

EASY TRACKING OF TRANSACTIONS AND AUTOMATED PAYMENTS

BETTER CONTROL

AUTOMATED REPETITIVE TASKS

E-PROCUREMENT

MENTION THE SIX MAJOR STEPS

OF PROCUREMENT MANAGEMENT

PP

SP

S

SS

CA

CC

1. PROCUREMENT PLANNING

2. SOLICITATION PLANNING

3. SOLICITATION

4. SOURCE SELECTION

5. CONTRACT ADMINISTRATION

6. CONTRACT CLOSE OUT

SCOPE STATEMENT (OF THE INPUTS TO PROCUREMENT PLANNING) DESCRIBES WHAT?

WHAT THE PRODUCT BEING ACQUIRED IS FOR

PRODUCT/SERVICES DESCRIPTION (OF THE INPUTS TO PROCUREMENT PLANNING) DESCRIBE WHAT

WHAT THE PRODUCT IS , AND WHAT IS FOR

PROCUREMENT RESOURCES DESCRIBE:

HOW WE'LL GET THE FUNDING

WHAT IS A CONTRACT

A CONSIDERATION

value paid for a promise

HOW MUST A CONTRACT BE WRITTEN 

C

IW

MB 

TYPES OF CONTRACT SELECTION

FIXED PRICE

COST REIMBURSABLE

TIME AND MATERIALS

 MENTION 4 AREAS OF

THE

CONTRACT MANAGEMENT LIFECYCLE

DEFINE THE REQUIREMENT

ACQUISITION STRATEGY

DEVELOP RFP

EVALUATE

WHAT IS A CONSIDERATION

is what one party to a contract will get from the other

party in return for performing contract obligations

LEGAL AGE

MENTALLY COMPETENT

COMPANIES

WHY IS THE PROCUREMENT PLAN IMPORTANT

VITAL FOR THE AUDIT TRAIL

DEFINITION OF A CONTRACT

AGREEMENT BETWEEN TWO OR MORE PARTIES

WHAT THINGS ARE INCLUDED IN THE TERMINATION CLAUSE

PENALTIES

CIRCUMSTANCES

RIGHTS

 TERMS AND CONDITIONS USUALLY

HAVE TO BE SPELLED OUT IN TWO WAYS

C________

&

C_______ 

CONCISELY

AND

CLEARLY

MENTION 4 TYPICAL TERMS

AND CONDITIONS OF IT

S--------- L------------

I---------- P--------- R---------

A/I A-------------------

P--------------- 

SOFTWARE LICENSING

INTELLECTUAL PROPERTY RIGHTS

APPLIED/IMPLIED ACCEPTANCE

PATENT

WHY WOULD WE INVOLVE THE STAKEHOLDERS IN THE REQUIREMENTS DEFINITION PROCESS

TO ENSURE THE CUSTOMER IS GETTING WHAT THEY NEED

WHAT DO YOU NEED TO IDENTIFY ABOUT POTENTIAL PROVIDERS

AVAILABILITY

FEASABILITY

BREAKDOWN of the requirement IN LOGICAL STEPS

THE STATEMENT OF OBJECTIVES AT A

MACRO VIEW, ALLOWS YOU TO:

HAVE SOMEONE ELSE TO PERFORM THE REQUIREMENTS ANALYSIS

THE REQUEST FOR

PROPOSAL COVER LETTER INCLUDES THE

FOLLOWING FOUR THINGS

BASIC SCOPE

TIMELINES

CONTACT INFO

DEADLINES FOR QUESTIONS

A PERFORMANCE WORK STATEMENT

OR STATEMENT OF WORK

WILL INCLUDE THESE 3 ITEMS:

P----------

T---------

D-------- 

PERFORMANCE

TASKS

DELIVERABLES

A STATEMENT OF OBJECTIVES WILL HAVE 3 BASIC ELEMENTS

BACKGROUND

SCOPE

OBJECTIVE

MENTION SOME TECHNIQUES OR TOOLS

EMPLOYED WITHIN PROCUREMENT PLANNING

MAKE OR BUY ANALYSIS

EXPERT JUDGEMENT

CONTRACT TYPE SELECTION

MENTION THE OUTPUTS OF

THE PROCUREMENT PLANNING

PMP

SOW

SOO

PWS 

PROCUREMENT MANAGEMENT PLAN

STATEMENT OF WORK

STATEMENT OF OBJECTIVES

PERFORMANCE WORK STATEMENT

THE PROCUREMENT MANAGEMENT PLAN

INCLUDES 6 ITEMS:

TYPE OF CONTRACT

WHO WILL CREATE THE CONTRACT ESTIMATES/EVAL CRITERIA

WHO IS THE PROCESS OWNER FOR PROCUREMENT ACTION

WHERE THE DOCUMENTATION WILL BE LOCATED

WHO MULTIPLE PROVIDERS WILL BE MANAGED

HOW PROCUREMENT WILL BE COORDINATED

TYPE OF CONTRACT IS FOUND IN WHAT DOCUMENT

THE PROCUREMENT MANAGEMENT PLAN

WHO MULTIPLE PROVIDERS WILL BE MANAGED IS FOUND IN WHAT DOCUMENT

THE PROCUREMENT MANAGEMENT PLAN

WHERE THE DOCUMENTATION WILL BE LOCATED IS FOUND IN WHAT DOCUMENT

THE PROCUREMENT MANAGEMENT PLAN

WHO IS THE PROCESS OWNER FOR PROCUREMENT ACTION IS FOUND IN WHAT DOCUMENT

THE PROCUREMENT MANAGEMENT PLAN

WHO WILL CREATE THE CONTRACT ESTIMATES/EVAL CRITERIA IS FOUND IN WHAT DOCUMENT

THE PROCUREMENT MANAGEMENT PLAN

HOW PROCUREMENT WILL BE COORDINATED IS FOUND IN WHAT DOCUMENT

PROCUREMENT MANAGEMENT PLAN

PROCUREMENT ESTABLISHES WHAT?

WHO

WHAT

WHERE

WHEN

CONTRACTING IS WHAT, AND WHAT IS ITS RELATIONSHIP WITH PROCUREMENT

IS THE PROCESS OF ACUIRING, AND THEN EXECUTING THE PROCUREMENT

WHAT IS A CONTRACT

AN AGREEMENT CREATING OBLIGATIONS BETWEEN TWO OR MORE PARTIES

HAS TO BE CLEAR

IN WRITING

MUTUALLY BENEFICIAL

MENTION THE 7 STEPS

OF THE CONTRACT

MANAGEMENT LICFECYCLE

1. DEFINE THE REQUIREMENT

2. SELECT AN ACQUISTION STRATEGY

3. DEVELOP THE TENDER/RFP

4. EVALUATE THE TENDER/RFP

5. AWARD THE CONTRACT & IMPLEMENTATION

6. MANAGE THE CONTRACT EXECUTION

7. EVALUATE AND SUCCESSION PLANNING

mention the 3 things involved 

in the IT evaluation criteria

 Past performance

risk

cost 

what needs to be in place

before the evaluation  criteria 

a pre-established rating structure 

role of requirements analysis

breakdown in logical steps 

the PWS is written before or after the

requirements analysis? 

AFTER 

STATEMENT OF OBJECTIVES INCLUDES 3 ITEMS:

B

S

O

BACKGROUND

SCOPE

OBJECTIVE 

WHAT IS THE PROCUREMENT OUTPUT PRODUCT 

PROCUREMENT MANAGEMENT PLAN 

CAN YOU TALK TO A VENDOR AFTER THE RFP HITS THE STREETS? 

NO 

CONTRACTS > $20M CAN BE ACQUIRED THROUGH: 

EXISTING VEHICLES 

CONTRACTS < $20M CAN BE ACQUIRED THROUGH:

STANDALONE 

WHAT IS A TENDER? 

AN OFFER 

THE STATEMENT OF OBJECTIVES DEFINES: 

THE OBJECTIVE 

THE SOO INCLUDES:

E

S

PO

GC

C

ELEVATOR MESSAGE "MACRO"

SCOPE

DETERMINE PERFORMANCE OBJECTIVES

OBJECTIVES CAN BE SHARED BETWEEN GOV AND CTR

CONSTRAINTS 

THE FOUR ELEMENTS OF THE RFP ARE:

RFP CL

S/P

S

EC 

COVER LETTER

SOW/PWS

SOO

EVALUATION CRITERIA

RFP COVER LETTER 

DESCRIBES THE SO WHAT OF THE PROCUREMENT ACTION

SHORT ACKNOWLEDGEMENT OF SCOPE OF CONTRACT

DESCRIPTION OF TIMELINES

POCS FOR QUESTIONS

WHEN ONE VENDOR ASKS A QUESTION, THE REPONSE MUST GO TO: 

ALL VENDORS! 

WHAT DOCUMENT PRECEDES THE SOW/PWS? 

REQUIREMENTS ANALYSIS DOCUMENT 

IF YOUR OBJECTIVE HAS PERFORMANCE MEASURES, WHICH DOCUMENT DO YOU NEED TO USE:

SOO OR PWS? 

PWS 

THE SOW/PWS OUTLINES WHAT? 

WHAT NEEDS TO BE DONE 

WHERE DO YOU FIND THE FOLLOWING THINGS? 

BACKGROUND

SCOPE

AREAS

TASKS

DELIVERABLES

PERFORMANCE METRICS 

SOW/PWS 

WHAT IS THE PRIME DIFFERENCE BETWEEN SOO AND PWS? 

ON THE SOO : 

ARE NO OBJECTIVES

IT IS SHORT TERM

USUALLY JUST ONE TASK 

what are terms and conditons 

this defines the standards;

and ensures all parties are kept legal 

intelectual property rights are mainly used in what field 

mainly used in software development 

what is included in the acceptance

criteria for deliverables 

establishes what is delivered, in what format

the frequency

and timelines 

when do you need to use the software licensing agreement clause 

any time you acquire any type of software 

what does the termination and cancellation clause provide 

provides the standard for

terminating or cancelling a contract 

what role does the vendor play in regards to the statement of objectives     

the vendor helps us flesh out the details

or anlaysis of the project 

why do we need to engage the stakeholders

during the requirements analysis     

customer will help us recognize early obstacles, and gain buy in 

under requirements analysis 

what is contracting impact 

recgonizes that whatever action will impact the org stakeholders 

under requirements analysis

what is:

Identify product or service required

determine what it is must be achieved 

under requirements analysis

what is:

identify potential service providers 

researches the marketplace to identify who

can provide the product that provides a capability 

under requirements analysis

what is an

IGCE 

independent

government

cost

estimate 

helps identify how much is reasonable to pay for a product or service 

under requirements analysis,

what happens during the select appropriate procurement strategy? 

revalidates the selected procurement strategy as a result of the requirements analysis 

under IT Requirements Analysis

what is the role of requirements analysis? 

decomposes a problem by asking:

why do we need the system? 

under what role is the need transformed into requirements? 

under IT Requirements Analysis

under IT Requirements Analysis

what are the elements of the lifecycle process 

development

production

deployment

 operations 

support

disposal

verification

training 

under IT Requirements Analysis,

what are the different types?

c

f

p

d

d

a

q

q

c

customer

fucntional

performance

design

derived

allocated

quantitative

qualitative

cost 

under IT Requirements Analysis

what is the analysis process 

under IT Requirements Analysis, in SEP we need to look at customer requirements.

These requirements must be:

m/v

u

c

cc

l

The requirements must be:

measureable/verifiable

unambigious

complete

coverage

consistent

level 

under IT Requirements Analysis Tasks,

there are 15 basic tasks

Mention five of them: 

customer expectations

project and enterprise constraints

external constraints

operational scenarios

measures of effectiveness 

under IT Requirements Analysis Tasks,

there are 15 basic tasks

Mention five of them:

system boundaries

interfaces

utilization environment

lifecycle process concepts

functional requirements

under IT Requirements Analysis Tasks,

there are 15 basic tasks

Mention five of them:

performance requirements

modes of operation

technical performance measures

design characteristics

human system integration 

when do you need a SOO

The contents of the SOO are:

PS

SS
PP

PP

B

PO

C 

purpose statement

scope statement

period of performance

place of performance

background

program objectives

constraints 

SOW/PWS Contents are:

BS

SW

STA

DRTRE

PP

PP

DPS

RFA

 I

BACKGROUND OF SITUATON

SCOPE OF THE WORK

SPECIFIC TASK TO BE ACCOMPLISHED

 DESCRIPTION OF REQUIREMENTS

PERIOD OF PERFORMANCE

PLACE OF PERFORMANCE

DESCRIPTION OF PERFORMANCE STANDARDS

REDUCTION IN FEES CAN APPLY

INCENTIVES

IN WHICH DOCUMENT WE FIND:

NO OBJECTIVES

SHORT TERM

ONE TASK 

STATEMENT OF OBJECTIVES 

IN WHICH DOCUMENT DO WE FIND:

PAST PERFORMANCE

TECHNICAL APPROACH

MANAGEMENT APPROACH

MISSION CAPABILITY

STAFFING

RISK

COST/PRICE 

THESE ARE FOUND IN THE EVALUATION CRITERIA 

IN WHICH DOCUMENT DO WE FIND:

THE OBJECTIVES OF THE BUYER

BACKGROUND OF SCOPE

SCOPE OF THE WORK 

SOO 

WHICH DOCUMENT CONTAINS THE FOLOWING INPUTS:

SO WHAT OF PROCUREMENT ACTION

DISCUSSION OF THE SCOPE

RESPONSE TIMELINES

POCS FOR QUESTIONS AND WHERE THEY SHOULD BE SUBMITTED 

MENTION SOME OF THE TYPICAL

T'S AND C'S 

WITHIN IT CONTRACTS 

INTELLECTUAL PROPERTY RIGHTS

LIMITING LIABILITY

LIQUIDATED DAMAGES

ENSURING IMPLIED ACCEPTANCE

SOFTWARE LICENSING

PROPRIETARY INFORMATION

TERMINATION AND CANCELLATION 

SOME OF THE VARIOUS TYPES OF T'S AND C'S STATEMENT ARE:

PUFF

REPRESENTATION

TERM

TIMING

CONTENT OF STATEMENT

KNOWLEDGE AND EXPERTISE

WHAT MAKES A CONTRACT VALID?

MA

C

C

PSME

MRTR 

MUTUAL AGREEMENT (express r implied)

CONSIDERATION (beneficial to both)

COMPETENT

PROPER SUBJECT MATTER EXPERT (lawful)

MUTUAL RIGHT TO REMEDY (equal right upon breach)
 

illegal

made out of free will

one sided

void

voidable

unenforceable 

in the federal government all contract are what?

IIL 

which is step 1 of the

procurement management plan 

procurement planning 

which is step 2 of the

procurement management plan

solicitation planning

which is step 3 of the

procurement management plan

which is step 4 of the

procurement management plan

source selection 

which is step 5 of the

procurement management plan

contract administration 

which is step 6 of the

procurement management plan

contract closeout 

MARKET CONDITIONS DEFINE WHAT? 

IF THE REQUIREMENTS IS ATTAINABLE 

WHAT DO THE CONSTRAINTS SECTION DESCRIBE

ANY FACTORS THAT MAY LIMIT THE BUYERS OPTIONS 

WHAT DO THE ASSUMPTIONS SECTION OF THE INPUTS TO PROCUREMENT PLANNING DESCRIBE? 

FACTORS THAT WILL BE CONSIDERED, TRUE, REAL, OR CERTAIN 

WHAT DO THE CHECKLIST OF BEST PRACTICES, OF THE INPUTS TO PROCUREMENT PLANNING DESCRIBE?

BEST METHODS FOR PROCUREMENT PLANNING 

WHAT ARE SOME OF THE TECHNIQUES USED WITHIN PROCUREMENT PLANNING ?

MAKE OR BUY ANALYSIS

EXPERT JUDGEMENT

CONTRACT TYPE SELECTION