(9.2) Plan Contracting

(9.2.1) Process Input

... generated by predecessor processes

(9.2.2) Process Definition

Plan Contracting is the process for "[...] documenting products, services, and result requirements and identifying potentially sellers"  (comp. PMBOK3, p. 269): The main purpose of this process is the generation of procurement documents and the establishment of evaluation criteria. (comp. PMBOK3, pp. 282f):

The subject Procurement Management operates on the base of other contracts concerning concepts

(9.2.3) Tools and Techniques

PMBOK Mentioned Methods

  • Standard forms "[...] include standard contracts, standard descriptions of procurement items, non-disclosure-agreements, porposal evaluation criteria checklists, or standardized versions of all parts of the needed bid documents"
  • Expert judgement  is used to collect and fullfill documents describing the Statement Of Work correctly

(comp. PMBOK3, p. 282).

Open Source Tools

  • NN

(9.2.4) Process Output

  • The Procurement Documents build the set of those documents which describe the target and the process of selecting a seller. "Procurement documents are used to seek proposals from prospective sellers." The main content is of course the statement of work. " A term such as bid, tender, or quotation is generally used when the seller selection decision will be based on the price, while term such as proposal is generally used when other considerations, such as technical skills or technical approach, are paramount. "
  • The Evaluation criteria build the set of conditions which must or should be fullfilled by the bidder (in degree of quality) for being able to be selected. All the criteria answer the question, how well the seller is able to fullfill the statement of work, the connencted conditions and how low is the price he wants to have.
  • Updates of the Contract Statement Of Work concerning one or more contract statements of work "[...] can be identified during procurement documentation development"

(comp. PMBOK3, pp. 282ff)

(9.2.5) Output Using Successor Processes

Successors using the initially generated output as own input(1):

Processes using the updates as input(2):

  1. For details see FAQ::Q001:1
  2. For details see FAQ::Q001:2