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Project Charter, RFP, Proposal, and Contract Assignment

Assignment Overview

This assignment contains 4 sections:
1 Project Charter
2 RFP
3 Proposal (RFP Response)
4 Contract
You will complete all of the following assignment. Document your response to EACH SECTION of the 4 sections of this assignment in the same document, ensure to start each new section at the top of a new page (control-ENTER). Attach and SUBMIT back thru Google Classroom once completed. This is an INDIVIDUAL student assignment. The document contents in each section must be CREATED ORIGINALLY BY YOU (you may NOT just copy existing samples from the Internet).

 

You must choose 1 of the following scenarios, and use that same scenario for ALL sections of the assignment:

Scenario 1:
Imagine you need to host a SMALL event (10 persons or less) such as a small dinner party, movie night, games night etc. In this scenario, the food must be catered or provided by an external company (e.g. restaurant, caterer, food service provider, etc). Maximum budget is $1,000.

 

Scenario 2:
Imagine you wish to need to redecorate or update a room in your current house e.g. re-paint the walls, re-finish the plaster, replace/install new furniture, design new colour schemem, lighting, layout, etc. In this scenario, you must use an external contractor for some piece of the work. Maximum budget is $1,000.

 

Part 1 – Project Charter:
Prepare a Project Charter to define the project and capture the key parameters for your project, to be referenced by anyone involved in the project and to be authorized by the project sponsor.
Prepare the Project Charter as per the Guidelines as presented in the class and the slides from the textbook (Chapter 2).

 

For your Project Charter (10 marks):
1. Ensure that the Project Charter includes the sections and content as specified in the Guidelines, including:
1. Project title
2. Purpose
3. Description
4. Objective
5. Success criteria or expected benefits
6. Funding
7. Major deliverables
8. Acceptance criteria
9. Milestone schedule
10. Key assumptions
11. Constraints
12. Major risks
13. Approval requirements
14. Project manager
15. Reporting requirements
16. Sponsor designee
17. Approval signature
2. Is formatted professionally and easy to read
3. 1 – 2 pages content maximum.

4. Includes:
• your name as the Project Manager.
• names of real people (friends, family, etc.) that you know
• uses real current dates

5. Include your name and student id on the first page of the project charter

 

Part 2 – RFP:
Prepare an RFP to send out to potential caterers/contractors so that you can receive back their responses and select one to do the requested work (e.g. to cater the food at the party / or to do room painting, etc.).
Choose your own RFP format (or search the web).
Prepare an RFP as per the RFP Guidelines as presented in the class and the slides from the textbook

 

(Chapter 2).
For your RFP (10 marks):
1. Include the sections and content as specified in the Guidelines, including:
1. State project objective or purpose
2. Provide a statement of work
3. Include customer requirements
4. State deliverables the customer expects
5. State acceptance criteria
6. List customer supplied items
7. State approvals required
8. State type of contract
9. State payment terms
10. State schedule and key milestones
11. List format and content instructions
12. Indicate due date
13. Include evaluation criteria
14. Include level of effort or funds available

 

2. Is formatted professionally and easy to read
3. 1 – 2 pages content maximum.
4. uses real current dates
5. Include your name and student id on the first page of the RFP.

 

Part 3 – Proposal (RFP Response)
Simulate that you are now a contractor (caterer, painter, etc) wishing to respond to the RFP you created in Section A.
Prepare a Proposal to respond to the RSP to provide food catering for the dinner event.
Format and content should be as per the Proposal Guidelines as presented in the class and the slides from the textbook (Chapter 3).
For your Proposal (10 marks):
1. Include the relevant sections and content as specified in the Guidelines, including:
• Technical
Understand the need
Proposed approach or solution
Benefits to the customer

 

• Management
Description of major tasks
Deliverables
Project schedule
Project organization
Related experience
Equipment and facilities

 

• Cost
estimated costs
Labor
Materials
Equipment
Facilities
Subcontractors and consultants
Travel
Documentation
Overhead
Escalation
Reserve
Fee or profit

• Is formatted professionally and easy to read
• 1 full – 3 pages content maximum.
• Include your name and student id on the first page of the Proposal.

 

Part 4 - Contract
For the scenario in Parts A and B, create a contract between the Customer (you) and Contractor (caterer) to provide the food services for the dinner.
Format and content should be as per the Contract Guidelines as presented in the class and the slides from the textbook (Chapter 3).
For the Contract (10 marks):
1. Include the relevant sections and content as specified in the Guidelines, including:
• Names of both persons/parties
• Start/End dates
• Details of items or services
• Prices
• Other Terms and Conditions as applicable:

 

Misrepresentation of costs
Notice of cost overruns or schedule delays
Approval of subcontractor
Customer-furnished equipment or information
Patents
Disclosure of proprietary information
International considerations
Termination
Terms of payments
Bonus/penalty payments
Changes

 

• Is formatted professionally and easy to read
• 1 full – 2 pages content maximum.
• Include your name and student id on the first page of the Contract.

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