This paper is an update of a paper prepared for the June 2002 IPMA Conference in Berlin. It contains content from various training materials developed for the World Bank. The current paper is copyright to Robert Youker, © 2007.
Published here January 2008.

Introduction | Document #1: On-the-Job Tasks for the Project Manager 
Modules 1-3 | Modules 4-6 | Module 7 | Modules 8-9 | Modules 10-12
Document #2: The Project Manager's Duties | Document #3: Typical Elements in a Project Charter

Modules 10-12

Module 10: Organizing Procurement

  • Hire (if not already assigned) and supervise procurement staff.
  • Review national procurement requirements and those of financing institution(s).
  • Establish procurement strategy in collaboration with procurement staff.
  • Review deliverables and identify items for procurement.
  • Decide on methods of procurement (for example, local, international, and so forth).
  • Identify donor requirements and incorporate in the plan.
  • Select appropriate type of contracts.
  • Decide how the total procurement will be divided into separate contracts.
  • Prepare a schedule for procurement.
  • Supervise preparation of necessary documents (announcements, letters, invitation to bid, and so forth.).
  • Supervise planning and execution of bidding and selection process.
  • Supervise process for evaluating bids.
  • Supervise preparation and negotiation of contracts.
  • Supervise creation of procedures for management of contracts and disbursement of funds.

Module 11: Executing and Controlling the Work

  • Start up management information systems (for time, performance, cost, and scope control and reporting).
  • Implement processes for data collection, processing, and reporting.
  • Initiate procurement of works, services, and goods/equipment.
  • Monitor project parameters (through reports) and compare progress versus plan.
  • Monitor procurement and resolve procurement issues.
  • Replan and reschedule as required.
  • Secure approval from management for required changes in resource use or schedule.
  • Distribute revised plans.
  • Maintain team building and communication activities.

Module 12: Terminating the Project

  • Close out project accounts, including work orders and work packages.
  • Close out contracts and settle any outstanding disputes.
  • Arrange for transfer of personnel to other assignments.
  • Prepare as-built drawings, or the equivalent, and other project documentation.
  • Transfer files and documentation archives.
  • Obtain required government approvals and certification.
  • Close physical facilities.
  • Review punch list to ensure that outstanding items are finished.
  • Plan for maintenance.
  • Plan for an ex post evaluation of the project and design of monitoring system for operations, if required by the lender or owner.
  • Plan inspection and acceptance procedures.
  • Inspect and accept deliverables.
  • Coordinate transition to operations.
  • Train operations team.
  • Conduct an end-of-project audit.
Modules 8-9  Modules 8-9

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