上海交通大学：《工程项目管理 Engineering Project Management》教学资源（PPT课件）Chapter 2 Needs Identification

上浒充通大学 SHANGHAI JIAO TONG UNIVERSITY Project Management Dr.HU Hao 六漏 School of Naval Architecture Ocean and Civil Engineering Shanghai Jiao Tong University 2012

Project Management Dr. HU Hao School of Naval Architecture Ocean and Civil Engineering Shanghai Jiao Tong University 2012

图 上游充通大学 SHANGHAI JLAO TONG UNIVERSITY Part 1 THE LIFE OF A PROJECT Chapter 2 Needs ldentification

Part 1 THE LIFE OF A PROJECT Chapter 2 Needs Identification

上游充通大粤 SHANGHAI JIAO TONG UNIVERSITY The Project Life Cycle(Cont.) Effort Identify IDevelop ai Perform the project Terminate a need I proposed I the project solution Time Fig.Project Life Cycle Effort

The Project Life Cycle (Cont.) Effort Time Fig. Project Life Cycle Effort Identify a need Develop a proposed solution Perform the project Terminate the project

上游充通大粤 SHANGHAI JIAO TONG UNIVERSITY Learning Objectives ④ldentifying needs Selecting projects Develop a request for proposal(RFP) The proposal solicitation process

Learning Objectives Identifying needs Selecting projects Develop a request for proposal (RFP) The proposal solicitation process

上浒充通大学 Needs ldentification SHANGHAI JIAO TONG UNIVERSITY Recognize a need,problem,or opportunity Clearly define the problem or need Quantify the problem Determine the budget Prepare a request for proposal Select the project(s)with the greatest benefit for the cost expended

Needs Identification Recognize a need, problem, or opportunity Clearly define the problem or need Quantify the problem Determine the budget Prepare a request for proposal Select the project(s) with the greatest benefit for the cost expended

上游充通大粤 Project Selection SHANGHAI JIAO TONG UNIVERSITY Develop a set of criteria against which each opportunity will be evaluated. ④List assumptions. Gather data and information for each opportunity. Evaluate each opportunity against the criteria

Project Selection Develop a set of criteria against which each opportunity will be evaluated. List assumptions. Gather data and information for each opportunity. Evaluate each opportunity against the criteria

上浒充通大学 SHANGHAI JLAO TONG UNIVERSITY Preparing a Request for Proposal To state,comprehensively and in detail,what is required, from the customer's point of view. To enable contractors or a project team to understand what the customer expects so that they can prepare a thorough proposal. The need may be communicated informally-and sometimes orally rather than in writing

Preparing a Request for Proposal To state, comprehensively and in detail, what is required, from the customer’s point of view. To enable contractors or a project team to understand what the customer expects so that they can prepare a thorough proposal. The need may be communicated informally—and sometimes orally rather than in writing

上海充通大学 SHANGHAI JIAO TONG UNIVERSITY Preparing a Request for Proposal(Cont.) Guidelines for drafting a formal RFP to external contractors: statement of work customer requirements deliverables customer-supplied items approvals required by the customer o type of contract ·payment terms Required schedule for completion Instructions for the format and content of the contractor proposals ●Due date ·Evaluation criteria occasionally will indicate the funds the customer has available

Guidelines for drafting a formal RFP to external contractors: • statement of work • customer requirements • deliverables • customer-supplied items • approvals required by the customer • type of contract • payment terms • Required schedule for completion • Instructions for the format and content of the contractor proposals • Due date • Evaluation criteria • occasionally will indicate the funds the customer has available Preparing a Request for Proposal (Cont.)

上游充通大粤 SHANGHAI JIAO TONG UNIVERSITY Soliciting Proposals Methods: Identifying a selected group of contractors in advance and sending each an RFP Advertising in certain business newspapers and on websites

Soliciting Proposals Methods: • Identifying a selected group of contractors in advance and sending each an RFP • Advertising in certain business newspapers and on websites

上游充通大粤 SHANGHAI JLAO TONG UNIVERSITY Soliciting Proposals (Cont.) The RFP/proposal process is considered to be a competitive situation. o Don't provide information that is not provided to all contractors. May hold a bidders'meeting to explain the RFP and answer questions Not all project life cycles include the preparation of a written proposal and subsequent proposals from contractors

Soliciting Proposals (Cont.) The RFP/proposal process is considered to be a competitive situation. • Don’t provide information that is not provided to all contractors. • May hold a bidders’ meeting to explain the RFP and answer questions Not all project life cycles include the preparation of a written proposal and subsequent proposals from contractors