26.2 Tools and Techniques

	Standard forms: Organizations often create standard forms to be used later when selecting and working with sellers to ensure that documentation is consistent and meets organizational requirements.
	Standard forms can include:

		Standard contracts
		Standardized descriptions of procurement items
		Non-disclosure agreements
		Evaluation criteria checklists for proposals and/or bids
		Templates for each required element of the procurement documentation.
		Expert Judgment: Expert Judgment in this process is typically used to verify and validate that the most informative information is provided to the seller.

Using standard forms and expert judgment allows project managers to have a systematic approach for developing information for sellers.

26.2 Tools and Techniques

Outputs

Procurement Documents: those are documents developed to describe clearly and comprehensively the target and the process of selecting a seller; to allow the later mentioned to provide clear bids, tenders, quotations or proposals or quotations.

Procurement documents are prepared in accordance with the organizational requirements and usually include a description of how the seller should respond to any contractual requirements.

Evaluation Criteria: this output is primarily used to rate and score proposals and is typically developed before any proposals are received.

			It sets clear the conditions that should be met by the seller to qualify for selection.
			Hence, it is typically included within the procurement documents to facilitate sellers to provide all necessary information required by the buyer.
			The criteria should be both objective and subjective.
			Some common evaluation criteria examples are:

Understanding of the need: this assesses the seller's ability to address the contract statement of work efficiently.

26.2 Tools and Techniques

				Overall or life-cycle cost: this includes purchase plus operational costs.
				Technical Capability: this evaluates whether the seller have got the needed technical skills and knowledge for carrying out the required work.
				Production capacity and interest: this evaluates whether the seller have got the needed capacity to meet potential future requirements.
				Business size and type
				References
				Intellectual Property Rights
				Proprietary rights
				Contract Statement of Work Updates: updates will include any modifications made as a result of the expert judgment and other considerations made during the development of documentation.

			After the completion of planning contracting, the organization should be able to:
			Provide potential sellers with all the information they need to bid, tender, quote, or make proposals,
			Use agreed-on criteria to assess the bids, tenders, quotes, and proposals supplied by potential sellers,
			Ensure that the work specified or requested accurately represents the needs required.