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As a procurement manager, I need to manage the supplier and contractor information so that our company will have up-to-date information on the suppliers and contractors to support sourcing our material requirement and work.
See the work process Manage Supplier and Contractor Information - Level 2 Diagram for more information.
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As a discipline lead, I need to release the requisition to procurement so that the purchasing process can begin.
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<decision point> As a project procurement manager or coordinator, I need to decide if the requisition should use an inquiry process which would be based on the project procurement strategy or execution plan.
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As a buyer, I need to create or revise the inquiry for the material in the requisition. This process will include selecting bidders, adding information such as bidding instructions, terms and conditions, shipping instructions, and so forth, and issuing the inquiry.
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As a project stakeholder, I need to approve the inquiry.
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As a supplier, I might issue a bid (offer a quote, offer a tender, etc.).
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As a discipline lead (requisition owner), I need to perform a technical evaluation of the bid.
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As a buyer, I need to finalize the commercial evaluation of the bids so that the optimum selection is made to support the overall project objectives.
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As a project stakeholder, I need to approve the bid tabulation.
See the work process Manage Inquiries - Level 2 Diagram for more information.
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As a buyer, I need to create and maintain an agreement, a purchase order requisition, a blanket agreement, or a letter of intent, and so forth.
See the work process Create and Maintain Agreement - Level 2 Diagram for more information.
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As a project stakeholder, I need to approve and issue the agreement.
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As a project planner, I need to manage and report on the progress and status of the materials and services.
See the work process Manage Progress and Status - Level 2 Diagram for more information.