Project Solicitation

Overview/Description
 How can your organization prepare the documents needed to support solicitation? How can you, as a project manager, obtain information, such as bids and proposals, from prospective sellers on how to meet project needs? As you progress through solicitation planning and solicitation in this "Project Solicitation" course, you will acquire the skills and knowledge required to prepare the documents needed to support solicitation, obtain quotations, bids, offers, or proposals as appropriate. By participating in this course now, you'll be ready when the opportunity to manage a project presents itself in the future.

Target Audience
 This series is specifically targeted at project managers, project team members, functional managers with employees assigned to project teams, project stakeholders, any team manager or member interested in project management, executives committed to their organization's growth, managers required to take on new challenges, and top managers with vision.

Expected Duration
2.0 hours

Lesson Objectives:

Solicitation Planning

  • recognize the benefits of conducting a thorough solicitation planning process.
  • identify the inputs to solicitation planning, given a scenario.
  • choose the appropriate standard form to meet the organization's needs, given a scenario.
  • determine the appropriate source of expert judgment for a given scenario.
  • identify the items to be included in a procurement document.
  • identify evaluation criteria for project proposals.
  • identify items from the statement of work that require adjustment.

    • Solicitation

  • recognize the benefits of completing a thorough solicitation process.
  • identify why procurement documents are useful as inputs to solicitation.
  • determine the process for constructing a qualified sellers list.
  • make appropriate decisions for hosting a bidder conference, given a scenario.
  • make the best decisions for advertising, given a scenario.
  • identify what specification should be used in the preliminary sorting of proposals, given a scenario.

    • Course Number: PROJ0302