Here is another template who's usability really depends upon the given project and the customer. This one is the Project Procurement Plan. It's great for larger projects and for government projects and it is designed to be produced at the beginning of the project along with documents like the Risk Management Plan and the Project Communication Plan.
The idea is that you lay out the formal process of how you will go about procuring things for the project throughout the engagement. In this document, you identify formal processes for vendor selection, customer/vendor responsibilities and contact info, how the selected vendor will be managed as the procurement is taking place and who's responsibility that will be, etc. Laying these formal processes out in advance will definitely help the engagement move along more smoothly and will help you to address this issues as the arise.
PROJECT PROCUREMENT PLAN
[Save file name as: client name PROCUREMENT PLAN yyyymmdd]
Client Name:
|
|
Title:
|
|
Project:
|
|
Date:
|
|
Project #:
|
|
Version:
|
Template 1.2 / Document 1.0
|
Provide a brief description of the project objectives and overall performance of the work to be performed.
PROCUREMENT DEFINITION
Describe, in specific terms, what items will be procured and under what conditions.
CONTRACT RESPONSIBILITY
Provide list of project stakeholders who are authorized to enter into contract agreements of purchase for the Project.
Name:
|
Phone:
|
Responsibility:
|
|
|
|
|
|
|
|
|
|
Describe what steps the project team will take to select a vendor (e.g. RFI, RFP)
DECISION CRITERIA
Describe any known risks which will need to be addressed with the project statement of work.
CONTRACT TYPE
Document which types of contracts will be used and what actions need to be taken to initiate procurement.
CONTRACT STANDARDS
Provide the standards for documentation that will need to be initiated and maintained for each contract.
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..
ASSUMPTIONS
Describe the initial assumptions under which the project will be to perform.
CONTRAINTS
Describe the scope/cost/ time/resource constraints under which the project will be to perform.
IDENTIFIED RISKS
Describe any known risks which will need to be addressed.
APPROVAL
IN WITNESS WHEREOF, the parties have agreed to the Procurement Plan on the date or dates indicated below.
CLIENT APPROVAL
________________________________
Client Signature
VENDOR APPROVAL
_________________________________
Vendor Signature