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Contract

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Acquiring software from external

supplier

This could be:

a bespoke system - created specially for the customer.

off-the-shelf - bought ‘as is’

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What is Contract ?

A contract is an exchange of promises between two or more parties to do, or refrain from doing an act, which resulting contract is enforceable in a court of law

In the project or program context, contracts typically involve the exchange of money in return for goods or services.

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Types of contract

fixed price contracts

time and materials contracts fixed price per delivered unit

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Fixed price contracts

In this type of contract a specific price is agreed for the good or service being sold. In project terms, the buyer and seller will agree on a well-defined deliverable for a specific price.

In this type of contract the bigger risk is borne by the seller. They must make sure they make a profit even given some unknowns such as increasing costs or delays in creation of the deliverable.

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Cont…

Fixed price contracts can be catastrophic for both buyer and seller if there isn’t a well defined deliverable.

Firstly, often the sellers profit is eroded as they compromise to meet the buyer’s demands.

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Fixed price contracts

Advantages to customer

Known customer expenditure: The customer has a known cost as long as requirements are not changed.

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Fixed price contracts

Disadvantages

supplier will increase price to meet contingencies difficult to modify requirements

cost of changes likely to be higher:

When competing for work, there will be pressure on the suppliers to reduce prices. Once a contract has been won and signed, the contractor is in a stronger negotiating position when it come to negotiating the price of additional work as the customer is now locked in.

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Time and materials contract

An arrangement under which a contractor is paid on the basis of (1) actual cost of direct labor, usually at specified hourly rates (2) actual cost of materials and equipment usage, and

(3) agreed upon fixed add-on to cover the contractor's overheads and profit.

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Time and materials is a standard phrase in a contract for construction in which the buyer agrees to pay the contractor based upon the work performed by the contractor's employees and subcontractors, and for materials used in the construction (plus the contractor's mark up), no matter how much work is required to complete construction.

Unlike customers with other types of contracts, T&M clients are permitted to see invoices from vendors and subcontractors and can inspect employee timesheets if desired.

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Time and materials

Advantages to customer

easy to change requirements

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Fixed price per unit delivered

This is often associated with function point (FP) counting.

Fixed-unit price, involves performing an estimated number of units of work at an agreed price per unit, with the total payment under the contract determined by the actual number of units delivered.

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Fixed price per unit delivered

FP count Design

cost/FP

implement-ation cost/FP

total cost/FP

to 2,000 $242

$725

$967

2,001-

2,500

$255

$764

$1,019

2,501-3,000

$265

$793

$1,058

3,001-3,500

$274

$820

$1,094

3,501-4,000

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Fixed price/unit example

Estimated system size 2,600 FPs Price

2000 FPs x $967 plus 500 FPs x $1,019 plus 100 FPs x $1,058

i.e. $2,549,300

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Fixed price/unit

Disadvantages

difficulties with software size measurement - may need independent FP counter

With FPs, there can be disagreements about what the FP count should really be: in some cases, FP counting rules might be seen as unfairly favoring either the supplier or customer.

Users will almost certainly not be familiar with the concept of FPs and special training might be

needed for them.

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Fixed price/unit

Advantages for customer

customer understanding of how price is calculated

Customer can see how the price is calculated and how it will vary with changed requirements.

comparability between different pricing schedules Pricing schedules can be compared.

emerging functionality can be accounted for

Supplier does not bear the risk of increasing functionality.

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The tendering process

Open tendering process:

any supplier can bid in response to the invitation to tender

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The tendering process

Restricted tendering process

bids only from those suppliers who are specifically invited by the customer

can reduce suppliers being considered at any stage

Negotiated procedure

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Stages in contract placement

requirements analysis

invitation to tender

evaluation of proposals evaluation

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Requirements document: sections

in a requirements document

introduction

description of existing system and current environment

future strategy or plans system requirements -

mandatory/desirable features deadlines

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Requirements

These will include

functions in software, with necessary inputs and outputs

standards to be adhered to

other applications with which software is to be compatible

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Evaluation plan

How are proposals to be evaluated?

Evaluation plan consist of ways of checking Mandatory requirements are met

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Invitation to tender (ITT)

ITT is issued to prospective suppliers after producing requirements and evaluation plan

Note that bidder is making an offer in response to ITT acceptance of offer creates a contract

Customer may need further information

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Memoranda of agreement (MoA)

Customer asks for technical proposals from potential suppliers

Technical proposals are examined and discussed

MoA is an acceptance by the customer that proposed solution offered by supplier meets the customer’s

requirement.

Tenders are then requested from suppliers who have signed individual MoA

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Evaluation of Proposals

Methods could include: reading proposals interviews

demonstrations site visits

Scrutiny of the proposal documents

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How would you evaluate the

following?

usability of an existing package

usability of an application yet to be built maintenance costs of hardware

time taken to respond to requests for software support

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Contracts

A project manager cannot be expected to be a legal expert – needs advice

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Contract checklist

Definitions – what words mean precisely e.g. ‘supplier’, ‘user’, ‘application’

Form of agreement. For example, is this a contract for a sale or a lease, or a license to use a software application? Can the license be transferred?

Goods and services to be supplied – this could include lengthy specifications

Timetable of activities: this provides schedule of when the key parts of the project should be completed.

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Contract checklist - continued

Ownership of software

Can client sell software to others?

Can supplier sell software to others? Could specify that customer has ‘exclusive use’

Does supplier retain the copyright?

Where supplier retains source code, may be a problem if supplier goes out of business; to

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Contract checklist - continued

Environment – for example, where equipment is to be installed, who is responsible for various aspects of

site preparation e.g. electricity supply?

Customer commitments – for example providing

access, supplying information and other facilities like telephone lines etc to suppliers

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Contract management

Contracts should include agreement about how

customer/supplier relationship is to be managed e.g. decision points - could be linked to payment

quality reviews

References

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