Page 179 - Organizational Project Management

Appendix I—Program and Portfolio Management Process Models

Portfolio Solicitation
Obtaining quotations, bids, offers, or proposals as appropriate.

Portfolio Solicitation
Inputs Tools & Techniques Controls Outputs
.1 Procurement documents .1 Bidder conference .1 Organizational policies .1 Proposals
.2 Qualified seller lists .2 Advertising (Human Resource,
(including certified or .3 Dedicated Procurement Finance, Procurement,
preferred suppliers) Group etc.)
.4 Procurement Software .2 Government regulations,
laws and policies

Portfolio Source Selection
Choosing among potential sellers.

Portfolio Source Selection
Inputs Tools & Techniques Controls Outputs
.1 Proposals .1 Dedicated procurement .1 Procurement policies .1 Contract
.2 Evaluation criteria group .2 Management reviews .2 Sourcing Policies
.2 Contract negotiation
.3 Weighting system
.4 Screening system
.5 Independent estimates

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