QSO 349 Homework and Discussion

2‐2 Final Project Milestone One: Analysis Overview and
Contract Selection

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QSO‐349‐H7012 Proj Contracting/Procurement 23EW4 MA

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Identify the case study that you selected for analysis from the provided options and begin the first parts of your

analysis. Your document should provide an overview meeting all critical elements in Section I of the final project,

discussing why and how a procurement management plan would be useful in the procurement scenario selected.

Then, considering all critical elements in Section II of the final project, discuss the contract types that could be

used to execute the scenario. Select an appropriate contract type for your case study and justify your selection of

the chosen contract type.

For additional details, please refer to the Milestone One Rubric PDF document and the Final Project Document

PDF.

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2‐1 Discussion: Planning for Success

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Discussion Rubric:

Undergraduate

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QSO‐349‐H7012 Proj Contracting/Procurement 23EW4 MA

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What part(s) of a procurement management plan do you think have

the greatest impact on the success of a procurement and why?

In response to your peers’ posts, comment on how the key

procurement principles of value, ethics, competition, and

transparency contribute to procurement success.

To complete this assignment, review the Discussion Rubric PDF

document.

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QSO 349 Milestone One Guidelines and Rubric

In Module Two, you will submit an analysis overview and contract selection that identifies the case study you selected for analysis from the provided options and
begins the first parts of your analysis.

Your document should provide an overview, meeting all critical elements in Section I of the final project and discussing why and how a procurement management
plan (PMP) would be useful in the procurement scenario selected. Then, considering all critical elements in Section II of the final project, discuss the contract
types that could be used to execute the scenario. Select an appropriate contract type for your case study and justify your selection of the chosen contract type.

For this assessment, you will select one Harvard Business Publishing case study from those presented below and analyze the case from the perspective of the
project’s procurement officer. Review the description for each of the four choices of case studies, available through the Harvard Business Publishing area of the
course. Make your selection of the case study for your final project.

• GlaxoSmithKline: Sourcing Complex Professional Services

• Harley-Davidson Motor Co.: Enterprise Software Selection

• Sher-Wood Hockey Sticks: Global Sourcing

• Timberjack Parts: Packaged Software Selection Project

Once you have decided which case to work with, use the links in the Harvard Business Publishing area of the course to access the case study.

Specifically, the following critical elements must be addressed in your analysis:

I. Overview of Procurement Management Plans
a. Discuss the purpose of a procurement management plan.
b. Define the basic components of a procurement management plan.
c. Explain how each major component of a procurement management plan satisfies the project or organizational requirements in the case study

that you have chosen for your final project.

II. Contract Types
a. Define each type of contract.
b. Assess contract types for their suitability for different types of projects (construction, design, services, products, etc.).
c. Assess contract types for their ability to maximize value and minimize risk for the buyer.
d. Select the most appropriate contract type(s) for the procurement plan in the case study. Be sure to justify your rationale with research.

Guidelines for Submission: The analysis overview and contract selection document should be one to two pages in length, and must be written in APA format. Use
double spacing, 12-point Times New Roman font, and one-inch margins.

Rubric

Critical Elements Proficient (100%) Needs Improvement (75%) Not Evident (0%) Value

Overview: Purpose

Comprehensively discusses the
purpose of a procurement
management plan

Discusses the purpose of a procurement
management plan, but with gaps in detail

Does not discuss the purpose of a
procurement management plan

Overview:
Basic Components

Comprehensively defines the basic
components of a procurement
management plan

Defines basic components of a procurement
management plan, but with gaps in detail

Does not define basic components of
a procurement management plan

Overview:
Satisfaction of Project

Requirements

Comprehensively explains how each
major component of the procurement
management plan satisfies the project
or organizational requirements in the
case study

Explains how components of the
procurement management plan satisfy the
project or organizational requirements in the
case study, but with gaps in detail

Does not explain how each major
component of a procurement
management plan satisfies the
project or organizational
requirements in the case study

Contract Types: Definition Accurately defines each type of
contract

Defines each type of contract, but with gaps
in accuracy

Does not define each type of
contract

Contract Types: Suitability

Accurately assesses contract types for
their suitability for different types of
projects

Assesses contract types for their suitability for
different types of projects, but with gaps in
accuracy

Does not assess contract types for
their suitability for different types of
projects

Contract Types: Value and
Risk

Comprehensively assesses contract
types for their ability to maximize
value and minimize risk for the buyer

Assesses contract types, but with gaps in
detail

Does not assess contract types for
their ability to maximize value and
minimize risk for the buyer

Contract Types: Selection

Selects the most appropriate contract
type(s) for procurement plan in case
study, and justifies rationale with
research

Selects contract type(s) for procurement plan
in case study, but contract type(s) are not
appropriate, or does not justify rationale with
research

Does not select contract type(s) for
procurement plan in case study

Articulation of Response Submission has no major errors
related to citations, grammar, spelling,
syntax, or organization

Submission has major errors related to
citations, grammar, spelling, syntax, or
organization that negatively impact
readability and articulation of main ideas

Submission has critical errors related
to citations, grammar, spelling,
syntax, or organization that prevent
understanding of ideas

Earned Total 100%

Rubric

Discussion Rubric: Undergraduate

Your active participation in the discussion forums is essential to your overall success this term. Discussion questions are designed to help you make meaningful
connections between the course content and the larger concepts and goals of the course. These discussions offer you the opportunity to express your own
thoughts, ask questions for clarification, and gain insight from your classmates’ responses and instructor’s guidance.

Requirements for Discussion Board Assignments
Students are required to post one initial post and to follow up with at least two response posts for each discussion board assignment.

For your initial post (1), you must do the following:

 Compose a post of one to two paragraphs.

 In Module One, complete the initial post by Thursday at 11:59 p.m.
Eastern Time.

 In Modules Two through Eight, complete the initial post by Thursday at
11:59 p.m. of your local time zone.

 Take into consideration material such as course content and other
discussion boards from the current module and previous modules, when
appropriate (make sure you are using proper citation methods for your
discipline when referencing scholarly or popular resources).

For your response posts (2), you must do the following:

 Reply to at least two different classmates outside of your own initial
post thread.

 In Module One, complete the two response posts by Sunday at 11:59
p.m. Eastern Time.

 In Modules Two through Eight, complete the two response posts by
Sunday at 11:59 p.m. of your local time zone.

 Demonstrate more depth and thought than simply stating that “I agree”
or “You are wrong.” Guidance is provided for you in each discussion
prompt.

Rubric

Critical Elements Exemplary Proficient Needs Improvement Not Evident Value

Comprehension Develops an initial post with an
organized, clear point of view or
idea using rich and significant detail
(100%)

Develops an initial post with a
point of view or idea using
adequate organization and
detail (85%)

Develops an initial post with a
point of view or idea but with
some gaps in organization and
detail (55%)

Does not develop an initial post
with an organized point of view
or idea (0%)

Timeliness Submits initial post on time
(100%)

Submits initial post one day late
(55%)

Submits initial post two or more
days late (0%)

Engagement Provides relevant and meaningful
response posts with clarifying
explanation and detail (100%)

Provides relevant response
posts with some explanation
and detail (85%)

Provides somewhat relevant
response posts with some
explanation and detail (55%)

Provides response posts that
are generic with little
explanation or detail (0%)

Writing
(Mechanics)

Writes posts that are easily
understood, clear, and concise
using proper citation methods
where applicable with no errors in
citations (100%)

Writes posts that are easily
understood using proper
citation methods where
applicable with few errors in
citations (85%)

Writes posts that are
understandable using proper
citation methods where
applicable with a number of
errors in citations (55%)

Writes posts that others are not
able to understand and does
not use proper citation
methods where applicable (0%)

Total 100%

Rubric

QSO 349 Final Project Guidelines and Rubric

Overview
The final project for this course is the analysis of a case study through the lens of a project procurement officer. You will select one case study from a set of
provided cases. You will analyze how the elements of the procurement process address all phases of the expected procurement—conduct, execute, control, and
close—and discuss the considerations and analyses that inform the development of a comprehensive procurement management plan.

Every project requires some amount of procurement to support the activities of the project team. The procurement may be purchasing standard products such
as computers, software, or furniture used by a website development team. Or the procurement may be more complex, such as the custom development of a
new ruggedized, weatherproof, external battery smartphone case. In the former example, the procurement may be highly focused on finding the lowest-cost,
compliant supplier. In the latter example, the procurement may focus on finding the most technically competent supplier. As a procurement professional, you
must know the preferred methods to satisfy the requirements demanded by both types of projects.

The project is divided into three milestones, which will be submitted at various points throughout the course to scaffold learning and ensure quality final
submissions. These milestones will be submitted in Modules Two, Three, and Five. The final project will be submitted in Module Seven.

In this assignment, you will demonstrate your mastery of the following course outcomes:

• Select appropriate contract types that align with procurement requirements in maximizing value and minimizing risk for the buyer

• Differentiate procurement processes between the United States and international environments in ensuring compliance with local regulations and
adherence to best practices

• Select appropriate evaluation tools for identifying vendors that best satisfy procurement requirements and provide maximum value

• Evaluate contracting decisions for the extent to which they satisfy key procurement principles of value for money, ethics, competition, transparency, and
accountability

• Assess the components of a procurement management plan for their ability to satisfy the requirements of the project

Prompt
The development of a procurement management plan begins by collecting and analyzing inputs from the project such as, but not limited to, the project scope
statement, project schedule, project budget profile, organizational assets (company policies, standard terms and conditions), statement of work, technical
specification, and verification requirements. Based on the analysis of project requirements, the type of contract, the bid process, and evaluation process are each
defined.

You will analyze and discuss the considerations and choices that inform the development of a procurement management plan that satisfies the procurement
scenario described in the selected case study. The analysis should be comprehensive and cover all the considerations of how an effective procurement is
executed from initiation to closure.

For this assessment, you will select one Harvard Business Publishing case study from those presented below, and analyze the case from the perspective of the
project’s procurement officer. Ensure the procurement analysis considers all phases of the expected procurement: conduct, execute, control, and close.

Review the description for each of the four choices of case studies available through the links below.

• GlaxoSmithKline: Sourcing Complex Professional Services

• Harley-Davidson Motor Co.: Enterprise Software Selection

• Sher-Wood Hockey Sticks: Global Sourcing

• Timberjack Parts: Packaged Software Selection Project

Once you have decided which case to work with, use the links in the Harvard Business Publishing area of the course to access the case study.

Specifically, the following critical elements must be addressed in your analysis:

II. Contract Types

a. Define each type of contract.
b. Assess contract types for their suitability for different types of projects (construction, design, services, products, etc.).
c. Assess contract types for their ability to maximize value and minimize risk for the buyer.
d. Select the most appropriate contract type(s) for the procurement plan in the case study. Be sure to justify your rationale with research.

III. Procurement Regulations in United States and Abroad

a. Discuss procurement regulations required by local, regional, and federal governments with regard to specific types of procurements executed in
the United States (e.g., Manchester, New Hampshire).

b. Discuss procurement regulations required by local, regional, and federal governments with regard to specific types of procurements executed
internationally (e.g., Manchester, United Kingdom).

c. Summarize the differences between the domestic and international procurement regulations discussed above.

d. Determine which procurement regulations would apply to the procurement plan in the case study, and explain your reasoning. In other words,
will you be required to follow domestic or international regulations, or both? Why?

IV. Source Selection

a. Describe common source selection criteria used to evaluate vendor proposals.
b. Select an appropriate vendor evaluation tool suitable for identifying vendors for the procurement plan in the case study. The tool you select

should employ appropriate selection criteria and be capable of producing a summary evaluation score.
c. Assess the vendor evaluation tool produced for its effectiveness in satisfying the project requirements and providing maximum value to the

buyer in the case study.

V. Procurement in Practice
a. Summarize the key principles of value for money, ethics, competition, transparency, and accountability.
b. Discuss the importance of the key principles in effective procurement.
c. Evaluate the contracting decisions described in the case study for the extent to which they satisfy key procurement principles of value for

money, ethics, competition, transparency, and accountability (i.e., the field situations, situational decision making, etc.).

Milestones
Milestone One: Analysis Overview and Contract Selection
In Module Two, you will submit a document that identifies the case study you selected for analysis from the provided options and begins the first parts of your
analysis. Your document should provide an overview meeting all critical elements in Section I of the final project, discussing why and how a procurement
management plan would be useful in the procurement scenario selected. Then, considering all critical elements in Section II of the final project, discuss the
contract types that could be used to execute the scenario. Select an appropriate contract type for your case study and justify your selection of the chosen
contract type. This milestone will be graded with the Milestone One Rubric.

Milestone Two: Procurement Regulations & Source Selection
In Module Three, you will submit a document with more of your analysis for the case study that you selected. First, consider the critical elements in Section III of
the final project. Then discuss the impact of government regulations on procurement, the regulatory differences for procurements between the United States
and another country, and potential regulatory effects for your selected procurement scenario. Second, consider the critical elements in Section IV of the final
project, analyze and choose a set of parameters that you feel are useful for evaluating vendor proposals, develop a vendor evaluation tool, and assess its
usefulness for proposal evaluation and selection in your scenario. This milestone will be graded with the Milestone Two Rubric.

Milestone Three: Summary of Procurement Principles
In Module Five, you will submit a document with a summary of the key principles of value for money, ethics, competition, transparency, and accountability, and
discuss how a professional procurement process satisfies those principles. You will then apply this knowledge to evaluate the contracting decisions made in the
selected case study, following the critical elements in Section V of the final project. This milestone will be graded with the Milestone Three Rubric.
Final Submission: Procurement Analysis

In Module Seven, you will submit a comprehensive analysis of the case study from the perspective of the project’s procurement officer. It should be a complete,
polished artifact analyzing all of the critical elements of a procurement management plan as outlined above. It should reflect the incorporation of feedback
gained throughout the course. This submission will be graded with the Final Project Rubric.

Final Project Rubric
Guidelines for Submission: Your procurement analysis must be 10–12 pages in length (plus a cover page, table of contents, and references) and must be written
in APA format. Use double spacing, 12-point Times New Roman font, and one-inch margins.

Critical Elements Exemplary (100%) Proficient (85%) Needs Improvement (55%) Not Evident (0%) Value

Overview:
Purpose

Meets “Proficient” criteria and
uses industry-specific language
to establish expertise

Comprehensively discusses the
purpose of a procurement
management plan

Discusses the purpose of a
procurement management
plan, but with gaps in detail

Does not discuss the purpose of a
procurement management plan

5.7

Overview:
Basic Components

Meets “Proficient” criteria and
definition is well informed and
evidences use of scholarly
resources

Comprehensively defines the
basic components of a
procurement management plan

Defines basic components of a
procurement management
plan, but with gaps in detail

Does not define basic
components of a procurement
management plan

5.7

Overview:
Satisfaction of Project

Requirements

Meets “Proficient” criteria and
expands explanation to include
ways in which the seller may be
impacted by the components of
the procurement management
plan

Comprehensively explains how
each major component of the
procurement management plan
satisfies the project or
organizational requirements in
the case study

Explains how components of
the procurement management
plan satisfy the project or
organizational requirements in
the case study, but with gaps in
detail

Does not explain how each major
component of a procurement
management plan satisfies the
project or organizational
requirements in the case study

5.7

Contract Types:
Definition

Meets “Proficient” criteria and
uses industry-specific language
to establish expertise

Accurately defines each type of
contract

Defines each type of contract,
but with gaps in accuracy

Does not define each type of
contract

5.7

Contract Types:
Suitability

Meets “Proficient” criteria and
includes a discussion of why
contract types presented are
most suitable for each project
type

Accurately assesses contract
types for their suitability for
different types of projects

Assesses contract types for
their suitability for different
types of projects, but with gaps
in accuracy

Does not assess contract types for
their suitability for different types
of projects

5.7

Contract Types:
Value and Risk

Meets “Proficient” criteria and
expands the discussion of value
and risk to implications for the
seller

Comprehensively assesses
contract types for their ability
to maximize value and
minimize risk for the buyer

Assesses contract types for
their ability to maximize value
and minimize risk for the buyer,
but with gaps in detail

Does not assess contract types for
their ability to maximize value
and minimize risk for the buyer

5.7

Contract Types:
Selection

Meets “Proficient” criteria and
provides detailed explanation
of how selected contract
type(s) will support optimal
procurement performance

Selects the most appropriate
contract type(s) for
procurement plan in case
study, and justifies rationale
with research

Selects contract type(s) for
procurement plan in case
study, but contract type(s) are
not appropriate, or does not
justify rationale with research

Does not select contract type(s)
for procurement plan in case
study

5.7

Procurement
Regulations:

United States

Meets “Proficient” criteria and
expands discussion to multiple
types of procurement for each
level of government entity

Discusses potential
procurement regulations
required by local, regional, and
federal governments with
regard to specific types of
procurements executed in the
United States

Discusses potential domestic
procurement regulations but
with gaps in specificity

Does not discuss potential
domestic procurement
regulations

5.7

Procurement
Regulations:
International

Meets “Proficient” criteria and
expands discussion to include
regulations for multiple types
of procurement for each level
of government entity

Discusses potential
procurement regulations
required by local, regional, and
federal governments with
regard to specific types of
procurements executed
internationally

Discusses potential
international procurement
regulations but with gaps in
specificity

Does not discuss potential
international procurement
regulations

5.7

Procurement
Regulations:
Differences

Meets “Proficient” criteria and
expands discussion to
differences in regulations for
multiple types of procurements
for each level of government
entity

Accurately summarizes
differences between domestic
and international procurement
regulations

Summarizes differences
between domestic and
international procurement
regulations, but lacks specificity
with regard to regulations
discussed, or has gaps in
accuracy

Does not summarize differences
between domestic and
international procurement
regulations

5.7

Procurement
Regulations:

Determination of
Regulations

Meets “Proficient” criteria and
provides detailed examples
that demonstrate keen insight
into procurement regulations

Accurately determines which
procurement regulations would
apply to the procurement plan
in the case study, and explains
reasoning

Determines which procurement
regulations would apply to the
procurement plan in the case
study, but with gaps in
accuracy, or does not explain
reasoning

Does not determine which
procurement regulations would
apply to the procurement plan in
the case study

5.7

Source Selection:
Criteria

Meets “Proficient” criteria and
expands the description of
source selection criteria
beyond what was provided in
class materials

Accurately describes common
source selection criteria used to
evaluate vendor proposals

Describes common source
selection criteria used to
evaluate vendor proposals, but
with gaps in accuracy

Does not describe common
source selection criteria used to
evaluate vendor proposals

5.7

Source Selection:
Evaluation Tool

Meets “Proficient” criteria and
includes definition of the scales
used to guide the evaluators in
selecting the appropriate
criteria measure

Selects an appropriate vendor
evaluation tool for the
procurement plan in the case
study that employs suitable
selection criteria and is capable
of producing a summary
evaluation score

Selects a vendor evaluation
tool that is not appropriate for
the procurement plan in the
case study, or that does not
employ suitable selection
criteria, or is not capable of
producing a summary
evaluation score

Does not select a vendor
evaluation tool

5.7

Source Selection:
Evaluation Tool

Assessment

Meets “Proficient” criteria and
expands assessment to include
an explanation of any
weighting factors used in
producing the summary
evaluation score

Accurately assesses vendor
evaluation tool for its
effectiveness in satisfying
project requirements and
providing maximum value to
the buyer in the case study

Assesses vendor evaluation
tool, but does not address
satisfying project requirements
or providing maximum value to
the buyer in the case study

Does not assess vendor
evaluation tool

5.7

Procurement in
Practice:

Summary of Key
Principles

Meets “Proficient” criteria and
uses industry-specific language
to establish expertise

Accurately summarizes the key
principles of value for money,
ethics, competition,
transparency, and
accountability

Summarizes the key principles
of value for money, ethics,
competition, transparency, and
accountability, but with gaps in
accuracy

Does not summarize the key
principles of value for money,
ethics, competition,
transparency, and accountability

5.7

Procurement in
Practice:

Importance

Meets “Proficient” criteria and
expands the discussion to
include implications for the
seller

Comprehensively discusses the
importance of the key
principles of value for money,
ethics, competition,
transparency, and
accountability in effective
procurement

Discusses the importance of
the key principles of value for
money, ethics, competition,
transparency, and
accountability, but does not
relate to effective procurement

Does not discuss the importance
of the key principles of value for
money, ethics, competition,
transparency, and accountability
in effective procurement

5.7

Procurement in
Practice:

Evaluation of
Contracting Decisions

Meets “Proficient” criteria and
provides additional discussion
of how key procurement
principles considered absent or
insufficient in a case study
could be improved

Comprehensively evaluates
contracting decisions described
in the case study for the extent
to which they satisfy key
procurement principles

Evaluates contracting decisions
described in the case study, but
does not address the extent to
which they satisfy key
procurement principles

Does not evaluate contracting
decisions described in the case
study

5.7

Articulation of
Response

Submission is free of errors
related to citations, grammar,
spelling, syntax, and
organization and is presented
in a professional and easy-to-
read format

Submission has no major errors
related to citations, grammar,
spelling, syntax, or organization

Submission has major errors
related to citations, grammar,
spelling, syntax, or organization
that negatively impact
readability and articulation of
main ideas

Submission has critical errors
related to citations, grammar,
spelling, syntax, or organization
that prevent understanding of
ideas

3.1

Earned Total 100%

Overview

Prompt

Milestones

Milestone Two: Procurement Regulations & Source Selection

Milestone Three: Summary of Procurement Principles

Final Submission: Procurement Analysis

Final Project Rubric

Ryan Wells

Hello,

I hope everyone is having a great week. In my opinion the planning phase is going to
have the largest impact if the project is going to be successful or not. Any shortcoming in the
planning phase is going come to life in the execution phase. The Planning phase consist of

● Statement of Work
● Work Breakdown
● Task List
● Schedule
● Budget
● Communication Plan
● Risk Plan

Using the seven elements will not only help develop the scope of the project but have a clear
path forward. Most project failures are from lack of communication and lack of ownership.
Establish a clear communication plan and who own each phase of the project will make the
project successful, and updates on budget so when problems occur the team can get in front of
the problem before it risks the outcome of the project.

Thanks

Ryan

Project Management Institute (2014). Guide to the project management body of knowledge (5th

ed.). Newtown Square, PA: Project Management Institute, Inc.

___________________________________________________

Brooke Anderson

Hello Classmates,

Our module two, chapter three reading states that a procurement management plan is comprised
of seven steps, all of which then reduce down into many more project activities and tasks, with
the planning phase being the most vital. The entire PMP is to be viewed as a roadmap to
successful completion of the procurement goal. This roadmap also consists of seven components,
procurement priority, statement of work, task list and work breakdown structure, schedule,
budget, communications plan, and risk plan (Lindstrom, 2015). To me, the level of effectiveness
of each procurement component, really depends on the initial detail written into each one, during
the planning phase. They seem to be designed to work hand in hand with one another so it’s hard
to decide which component has the biggest impact on project procurement success! I feel that
careful, focused, and effective planning really needs to go into the planning of the procurement
task list, work breakdown structure, and schedule. If certain tasks/activities are missed during
this planning phase, when the project goes live, this will negatively impact the schedule, which
could then result in throwing the pre-defined project budget out of alignment….a type of domino
effect plays out that has the potential to negatively impact the success of the PMP.

Reference:

Lindstrom, D. (2015). Procurement Project Management Success. [VitalSource
Bookshelf10.0.2]. Retrieved from vbk://9781604277470

Hope everyone has a successful week!
Brooke

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