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1、Project ManagementProject Procurement &Contract AdministrationJiwei MaContentoProject procurement conceptoPlanning of project procurementoSource selection and solicitationoBid evaluation methodsoContract administrationoConstruction project procurementProject Procurement ConceptoDefinitionoProject pr
2、ocurement and operation procurementoProject procurement categoriesoTypes of contractoBasic procedure of project procurementProject Procurement ConceptoDefinitionnProject management tasks to deal with part of the projects scope of work which will be bought from another organization, sometimes the res
3、ult of company teaming arrangements, but most typically resulting from contracting or subcontracting project scope.Project Procurement ConceptoProject procurement and operation procurementnBoth purchase products and services from another organizationnUsually through solicitation and competition bid
4、or negotiationnUsually under the format of contract or mutual agreementnSometimes form stable relationships, such as alliance or partneringnThe process needs to be monitored, managed, and finally auditedProject Procurement ConceptoOperation procurementnContinuous on-going production environmentnMatu
5、re organization with stabilized positionnLong-term cooperationnMostly bulk quantity purchasenMinimized nonstandard productoProject procurementnNon-repetitive, progressive environmentnTemporarily established organizationnShort-term cooperationnMostly low-volume quantitynUsually customized product or
6、serviceProject Procurement ConceptoProject procurement categoriesnMaterials or products nEquipment or toolsnLaborsnProfessional servicesnEntirely engineered systemProject Procurement ConceptoTypes of contractnLump sum contractoCustomized product or complicated systemnUnit price contractoCommodities
7、or standard services without predefined quantitynCost + fee contractoProfessional services or laborsProject Procurement ConceptoBasic procedure of project procurementnDefine the project scope: produce or procurenDraft of project procurement plannSource selection and solicitationnProposal evaluation
8、and negotiationnSupplier selectionnMutual agreement or signing of contractnContract administrationnClose out of the contractPlanning of Project ProcurementoBasic rulesnClearly defined scope is the basis of procurementnDifferent categories of procurement need different types of procedures and methods
9、nProcurement itself costs time and moneynItems on critical path and long-lead items are critical to project implementationnLong-term relation with supplier makes differencenEarly supplier involvement is important to projects successnVariations to contract might contain serious impact on projectPlann
10、ing of Project ProcurementoProcedurenDefine the scope of procurementnCategorize and list procurement itemsnSelect contract type, accordinglynDetermine principles of source selectionnDetermine solicitation methods, respectivelynDetermine proposal evaluation method, respectivelynDefine contract admini
11、stration responsibilities and tasksnDefine contract closeout proceduresPlanning of Project ProcurementoContent of project procurement plannScope of procurementnProcurement responsibilities of project team membersnProcedure of procurementnSource selection and solicitationnEvaluation method or criteri
12、anTypes of contracts or agreementsnMonitoring and managing of procurement contractnCloseout of contractSource Selection and SolicitationoSource selectionnBased on selection procedureoOpenoInvitedoExclusivenBased on supplier categoryoDomestic, joint venture or foreign companyoCompany or individualnBa
13、sed on supplier identificationoVendor or service provideroDistributor or dealer/agentSource Selection and SolicitationoSolicitationnMethodsoPublic announcement (media)oSelected invitation (with prequalification)oSelected invitation (without prequalification)oDirect negotiation (long-term partners)nP
14、rinciplesoSelection of the solicitation methods: characteristics of products or servicesoPublic funded project: “selective” and “non-discriminative” solicitationBid Evaluation MethodsoBy evaluation criterianLow pricenCost effectivenessnPerformanceoBy procedurenCompetitive bidnNegotiationnTechnical f
15、easibility evaluation + price selectionoBy executive bodynProcurement management personnelnThird party or consulting personnelContract AdministrationoOverall responsibilitiesnPreparation and negotiation of contractnMonitoring and managing contractnManaging supplier communicationnManaging supplier re
16、lationshipnManaging procurement changeContract AdministrationoKey tasksnSet up contract administration team and working procedurenPlan for strategies and tactics to deal with suppliers based on their contract typesnIdentify and analyze risks associated with various types of contracts and plan for mi
17、tigation strategiesnDevelop and enforce key performance indicators nEstablish supplier reporting requirementsContract AdministrationoKey tasksnMonitor contract execution progress and find any variations to contract in a timely mannernManage variations to contracts, including cost, quality, scope, de
18、livery and any breaches of terms and conditionsnMake payment schedule and monitor payment procedurenDeal with claims and find appropriate resolutionnManage contract closeout and final auditingnSelect historical procurement file for documentationConstruction Project ProcurementoOverviewoScope of proc
19、urementoProcurement systemoProcurement methodConstruction Project Process OverviewImplementationDecision MakingDesign PreparationDesignConstructionStartupWarranteeDecision MakingProject ProposalFeasibility StudyDesign SpecificationPreliminary DesignDesign DevelopmentConstruction DocumentConstruction
20、AcceptanceTIMEBusiness AnalysisTechnical DescriptionTechnical and implementation planningInput of labor, materials, equipment, services, etc.Accounting, resolution of claims, etc.Testing, inspection, evaluation, etc.Construction Project ProcurementoScope of procurementnProfessional servicesoFinancia
21、l, technical feasibility analysis, project management, technical consulting, geological survey, design, inspection, testing, legal services, etc.nEngineered systemoEntire system, part of a system, etc.nMaterialoBulk materials, special products, etcnEquipment leasingoEquipment, tools, etc.nLabor supp
22、lyoSkilled, non-skilled, etc.Construction Project ProcurementoProcurement systemnDesigner led competitive tendernDesigner led construction works managed for feenPackage dealnProject manager/clients representative-ledConstruction Procurement SystemConstruction ProjectProcurement SystemDesigner LedCom
23、petition TenderDesigner Led Construction Managed for a FeePackageDealProject Manager/Owners Representative LedSeparate ContractsGeneral ContractManagement ContractingConstruction ManagementTurnkeyDesign-BuildOwnerDesigner Led Competitive Tender- Separate ContractsDesignerContractor 1Contractor 2Cont
24、ractor mSupplier 1Supplier 2Supplier nDesigner Led Competitive Tender- General ContractorOwner*Owner outsourced tasksGeneral ContractorDesignerSupplierSubcontractor*SubcontractorSubcontractorSubcontractorTIMEDesignConstructionBiddingConstruction Project ProcedureOwnerMC/CMDesignerSubcontractorSubcon
25、tractor 1Subcontractor 2Subcontractor mSupplier 1Supplier 2Supplier nSupplier*Owner outsourced tasks*Designer Led Construction Management for a Fee- Managing Contractor/Construction ManagementTIMEMC/CM Bidding。Construction DocumentConceptual DesignPreliminary DesignConstruction Project ProcedureSubc
26、ontractor BiddingPackage Deal Turnkey/Design-buildOwnerDesignerSupplierSubcontractorTurnkey/Design-build ContractorTIMETurnkey/D-B Bidding。Construction DocumentConceptual DesignPreliminary DesignConstruction Project ProcedureSubcontractor BiddingConstruction Project ProcurementoProcurement methodnCo
27、mpetitive bidnPerformance based procurementConstruction Project ProcurementoCompetitive bidnThe contractor is selected on the basis of competitionnDetailed design has to be finishednLow bidder preferred, in most casesnUsually adopted for the selection of contractor, subcontractor, material supplier,
28、 equipment vendor and special service providernNot applicable for professional services, such as design, engineering, consulting, etc.nNot applicable for laborsnMandatory for public funded project in some countriesScenario of Competitive BidOwnerDesignerSubcontractor 1Subcontractor 2Subcontractor iS
29、ervice Pvd 1Service Pvd 2Service Pvd jSupplier 1Supplier 2Supplier mVendor 1Vendor 2Vendor nGeneral Contractor mGeneral Contractor 1General Contractor 2General Contractor 3Competitive BidoAdvantagesnLowest bid price selectednSimplified bid evaluation methodnOpen and justified contract award procedur
30、eoDisadvantagesnPossible mistakes and missed items due to hasty bid preparationnContradictory view on quality standard between owner and contractornQuality of the work controlled only by project design and specificationnPotential risks of project not identifiednQualification of the contractor not ev
31、aluatednProject experiences not used for future referenceConstruction Project ProcurementoPerformance based procurementnThe contractor is selected on the combined basis of contractors performance and owners expectationnContractors overall performance level has been evaluated based on the past perfor
32、mance and ability to minimize the project risksnOwners priority of objectives or perception of risks has been taken into account of contractor selectionnFinal output of contractors performance and owners satisfaction will be rated and utilized for future referencePerformance Based ProcurementoProced
33、urenCollection of the contractors past performance informationnRequest for and rating of risk assessment plan with a final shortlistnInterview with project team and the key personnel with prioritized listnPre-award negotiation and contractor selectionnReporting and rating of contractors performance
34、in the projectPastPerformanceInformationRisk Assessment Plan & Short ListInterview & PrioritizationPre-AwardPeriodConstruction Reporting & FinalRatingPerformance Based Procurement ProcedureTimeNumber of Competitive FirmsPastPerformanceInformationRisk Assessment Plan & Short ListInterview & Prioritiz
35、ationPre-AwardPeriodConstruction Reporting & FinalRatingTimePerformance Based Procurement ProcedureNumber of Competitive FirmsPast Performance InformationoPast Performance Information will be collected on all critical team components, which may include: 1.The Contractor2.Critical Individuals (Projec
36、t Manager, Site Superintendent)3.Critical Subcontractors (Mechanical, Electrical, Roofing, etc)oThe performance of ALL components will impact the overall value of the performance level.oThe team components cannot be changed/modified after the proposal is submitted. PastPerformanceInformationRisk Ass
37、essment Plan & Short ListInterview & PrioritizationPre-AwardPeriodConstruction Reporting & FinalRatingTimePerformance Based Procurement ProcedureNumber of Competitive FirmsRisk Assessment Plan ContentsoThe RA Plan should clearly address the following items:nList and prioritize major risk items (area
38、s that may cause the project to not be completed on time, not finished within budget, generate any change orders, or may be a source of dissatisfaction for the owner).nExplain how the builder will avoid / minimize the risk.nProvide a general project schedule documenting general milestones. nPropose
39、any options that could increase the value (expectation or quality) of their work.Short ListoAll of the information collected will be inputted into a evaluation modelnPast performance information (all components)nRA Plan ratingoThe model will prioritize the bidders based on the information and predet
40、ermined weightsoThe Owner will use the information to identify the firms to be shortlistedPastPerformanceInformationRisk Assessment Plan & Short ListInterview & PrioritizationPre-AwardPeriodConstruction Reporting & FinalRatingTimePerformance Based Procurement ProcedureNumber of Competitive FirmsInte
41、rviewsoThe Owner will interview all key personnel. oThey will be interviewed separately and then as a group. oNo substitutions will be allowed after proposals are submittedoInterview period is used to identify how well the personnel understand the project and potential risks.Selecting the Best-Value
42、oThe interview score (along with the RA Plan Score and Past Performance Information), will be inputted into a final evaluation modeloThe owner will review and analyze the prioritization in the modeloThe owner may select the highest-ranked proposal, or another option based on perceived riskoThe best-
43、valued firm will be invited to the pre-award meetingPastPerformanceInformationRisk Assessment Plan & Short ListInterview & PrioritizationPre-AwardPeriodConstruction Reporting & FinalRatingTimePerformance Based Procurement ProcedureNumber of Competitive FirmsObjective of Pre-Award PeriodoReview all i
44、dentified risks and develop a plan to minimize all risks.oProvide a detailed project schedule.oCoordinate the requirements in detail with all critical elements and client.oWork out any conflicts.oAnswer any questions by client.oProvide their QC/QA procedures (quality measurements, housekeeping, etc)
45、.oIdentify what they will do if any problems arise.Pre Award MeetingoThe firm will be responsible for identifying how they will minimize all risksoThe firm will provide the QA/QC documentoIf the best-valued firm cannot minimize all of the identified risks (without modifying their time proposal or ex
46、ceeding the budget), the bidder may withdrawal without penaltyPastPerformanceInformationRisk Assessment Plan & Short ListInterview & PrioritizationPre-AwardPeriodConstruction Reporting & FinalRatingTimePerformance Based Procurement ProcedureNumber of Competitive FirmsWeekly Reporting & Post Construc
47、tion RatingoContractor will document relative information on a weekly basisoAccuracy and timeliness of contractors performance will be factored into the final close out rating of the firmoThe owner will evaluate the performance of the project upon completionoThe rating will be based on completing th
48、e project with no change orders ($ and time), and overall qualityoAll team components will receive the same ratingoThe rating will be incorporated into the system and used as reference for future projectsThank YouJiwei M 个人道德素养个人道德素养 做好個人道德素養；不要因為貪小便宜，貪一時方便而不顧道德品行丟失把人格尊嚴都降低了。 因為一個人把道德品質丟失了，再想建立起來將是萬
49、分的困難。所以每個人都應該尊首道德底線，不應敗壞基本道德品質。以下是公司裡面出現的不好的現象：1、厕所紙巾偷到宿舍去用2、車間應急藥箱裡面的藥偷走（偷盜行為可恥）以下是公司裡面出現的不好的現象：1、公共场所随意扔垃圾2、電視房垃圾亂丟以下是公司裡面出現的不好的現象：恶意损坏公共财物以下是公司裡面出現的不好的現象：吃饭不要浪废食物道德與生活道德與生活從字義看兩者的意義與差別:1、倫理的意義倫理的意義: 倫類別、關係；理紋理、道理。 倫理人類社會裡種種身分間合理的關係，行為分際(做人要守本分做人要守本分)。(哪些人際關係、身分)2、道德的意義道德的意義: 道道路、道理；德獲得。 道德走人走的道路，便可獲得人的待遇。(不走捷徑、不誤入歧途尊嚴、榮譽)人道人道 (ps.如何批評一個人罔顧為人?)道德與生活道德與生活1、利己利己: 理性認識到遵守規範有利於己。(奸商 / 信譽商人)2、利人利人: 追求人性中的真、善、美。(崇高的可能性)。 (愛人者人恆愛之，敬人者人恆敬之；德不孤必有鄰。)(典範在夙昔-林靖娟、鐵達尼號的樂師、德雷莎修女、史懷德.)3、利己利人利己利人: 兼顧自我理想與社會進步。Bill Gates? 不做”損人利己”之事。 Ps.回想郭爾堡的道德認知理論、馬斯洛的需求層次理論。o-THE END-
