Project Charter & RFP

Submitted by artificer on Tue, 03/05/2013 - 08:01

 Scenario: a customer is requesting a project proposal and want to get it today.

Questions:

1)     

Is a project charter the PMI version of a project proposal?

2)     

If NO is the answer to question 1 is a no the project charter for this project will be created after the project proposal or vice versa?

3)     

The project charter can be used as a way to approve a proposal?

4)     

When a contract is signed the contractor is legally required to fulfill the work however the “collect requirement” is done on the planning process group. That means the proposal has to be done after (or during ) the planning process group?

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General Discussion
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sspawar

Tue, 03/05/2013 - 11:14

There are 2 enteties-- Buyer and Seller

 Project charter is a  part of Inetiating Group.

And it will be prepared by both Buyer and Seller.

------------------------------------------------------

For Buyer

- Basis of  Project charter is not a proposal, niether any contract. While during Planning process group --- In plan procurement process, of Procurement Management KA , Procurement doucuments are prepared (p325-326-  ), 

These procurement Documents includes 

Procurement Statement of works,  - prepared based on Scope base line. Where Scope Base Line is developed In Scope Management KA based on WBS and WBS dictionary and Project scope statement (PSS). Where Collect Requirement is a foundation of WBS  and  PSS.

RFP --- is prepared mainly based on procurement statement of works (PSOW) , it may be one or  more than one for a PSOW (P326)  PSOW is diffrent from SOW.

For Seller

On basis of this RFP - Seller prepare a Proposal , and submit to buyer, then buyer accept one of proposals received from various sellers, and contract is awarded to one seller.

This Contract is input for project charter of seller . On basis of this Project Charter , Seller internally develop all required processes , like collect requirement, , etc, etc.

Hope it makes clear you.

artificer

Tue, 03/05/2013 - 13:34

Thanks a lot for your response.

My concern is from the seller point of view. If the seller use PMI's methodology and have to create a proposal and get a contract before creating a project charter this means that by the time I start “formally” planning the project I already committed to some customer’s requirements and maybe those are not viable and I did not knew that because I had to create a proposal before the planning step. This could create a failed project situation. I am wright or the PMI guidance help me avoid promising (signing a contract) before I know that I can do it?