On this page:
[ 1 ] Results the client will obtain from having us perform the services in this Category
[ 2 ] Value the client will derive from those results, presented in a table of discrete “Benefits” with the “Basis” for each benefit
[ 3 ] Activities we will perform to produce the results
[ 4 ] Outputs we will provide to the client (which are normally contractual deliverables under our agreement)
Category B: PROJECT PROCUREMENT AND CONTRACT ADMINISTRATION
Disclaimer: We do not procure or sell goods in our own name, so the client will need to delegate any necessary purchasing authority if any direct purchasing is desired as part of the services we are to provide.
CLIENT RESULT
1 PURCHASES AND CONTRACTS THAT ARE:
- Comprehensive, organized and coherent, addressing all of the necessary details
- Both technically and contractually sound
- Readily understandable by staff, managers, consultants, contractors, and suppliers
- Consistent with policies, processes, and procedures
2 ORDER AND CONTRACT MANAGEMENT THAT IS:
- Forward-thinking yet disciplined in its approach; balancing letter and spirit of each contract wisely
- Situationally appropriate, consistent with company’s governance, and meeting project needs
3 DISPUTES RESOLVED WITH:
- Contributions of a subject matter expert who has written many relevant contracts and substantial hands-on project and contract management experience across wide range of projects world-wide
CLIENT VALUE
1 PURCHASES AND CONTRACTS |
|
BENEFIT |
BASIS |
Quicker negotiations Reduced legal overhead Fewer contractual claims Fewer delayed surprises |
All noted for Category A’ above apply here also |
Better supplier pricing |
|
2 ORDER AND CONTRACT MANAGEMENT |
|
BENEFIT |
BASIS |
Mitigated escalation and timelier recovery |
|
Relationships stay as cooperative as possible |
|
Contractual rights are preserved and asserted |
|
Lower procurement and administration costs |
|
More favorable supplier pricing for future projects |
|
3 DISPUTE RESOLUTION |
|
BENEFIT |
BASIS |
Reduced legal overhead |
|
Quicker opportunity to assert or defend claim |
|
Better chance of informal (pre-action) settlement |
|
TYPICAL ACTIVITIES
1 PURCHASES AND CONTRACTS
Purchase agreements/orders:
- Long-lead equipment
- Specialty items
- Multi-vendor assemblies
Prime/Sub Contracts:
- Consultant agreements
- Construction contracts
- Services agreements
- Partnering and alliances
Sourcing/pricing agreements:
- Preferred pricing/delivery
- Availability/consignment
- 3PL/4PL/logistics
- Specialty agreements
2 ORDER AND CONTRACT MANAGEMENT
Project/contact set-up:
- User contract summaries
- Coordination meetings
- Facilitated kick-offs
Supplier performance:
- Deficiency identification
- Obligations/rights/remedies
- Facilitation/coaching
Contractual correspondence:
- Notifications/responses
- Demands/responses
- Advice and drafting
- Assessments and audits
3 DISPUTE RESOLUTION
Assessments:
- Historical/intent and actions
- Contractual basis
Advice:
- Options/Risks/
- Recommendations
Management:
- Negotiation parameters
- Negotiation planning
- Facilitation/pre-mediation
- Negotiations
Counsel support:
- Assisting legal counsel or subject matter experts
TYPICAL OUTPUTS
1 PURCHASES AND CONTRACTS |
|
OUTLINE |
EXAMPLES |
See Category ‘A’ above for drafting of baseline documents/sets |
— |
Purchase agreements |
|
Purchase orders |
|
Contracts |
|
Sourcing/ pricing/ supply agreements |
|
Specialty agreements |
|
2 ORDER AND CONTRACT MANAGEMENT |
|
OUTLINE |
EXAMPLES |
Project reference cards |
|
Alignment presentations |
|
Alignment sessions |
|
Records reviews |
|
Action plans |
|
Recovery plans |
|
Notices and letters |
|
3 DISPUTE RESOLUTION |
|
OUTLINE |
EXAMPLES |
Situation reports |
|
Compliance reports |
|
Negotiation plans |
|
Settlement reports |
|