3.6: Grading Rubric – Chapter 3- Procurement and Solicitation Plan
- Page ID
- 53807
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\(\newcommand{\avec}{\mathbf a}\) \(\newcommand{\bvec}{\mathbf b}\) \(\newcommand{\cvec}{\mathbf c}\) \(\newcommand{\dvec}{\mathbf d}\) \(\newcommand{\dtil}{\widetilde{\mathbf d}}\) \(\newcommand{\evec}{\mathbf e}\) \(\newcommand{\fvec}{\mathbf f}\) \(\newcommand{\nvec}{\mathbf n}\) \(\newcommand{\pvec}{\mathbf p}\) \(\newcommand{\qvec}{\mathbf q}\) \(\newcommand{\svec}{\mathbf s}\) \(\newcommand{\tvec}{\mathbf t}\) \(\newcommand{\uvec}{\mathbf u}\) \(\newcommand{\vvec}{\mathbf v}\) \(\newcommand{\wvec}{\mathbf w}\) \(\newcommand{\xvec}{\mathbf x}\) \(\newcommand{\yvec}{\mathbf y}\) \(\newcommand{\zvec}{\mathbf z}\) \(\newcommand{\rvec}{\mathbf r}\) \(\newcommand{\mvec}{\mathbf m}\) \(\newcommand{\zerovec}{\mathbf 0}\) \(\newcommand{\onevec}{\mathbf 1}\) \(\newcommand{\real}{\mathbb R}\) \(\newcommand{\twovec}[2]{\left[\begin{array}{r}#1 \\ #2 \end{array}\right]}\) \(\newcommand{\ctwovec}[2]{\left[\begin{array}{c}#1 \\ #2 \end{array}\right]}\) \(\newcommand{\threevec}[3]{\left[\begin{array}{r}#1 \\ #2 \\ #3 \end{array}\right]}\) \(\newcommand{\cthreevec}[3]{\left[\begin{array}{c}#1 \\ #2 \\ #3 \end{array}\right]}\) \(\newcommand{\fourvec}[4]{\left[\begin{array}{r}#1 \\ #2 \\ #3 \\ #4 \end{array}\right]}\) \(\newcommand{\cfourvec}[4]{\left[\begin{array}{c}#1 \\ #2 \\ #3 \\ #4 \end{array}\right]}\) \(\newcommand{\fivevec}[5]{\left[\begin{array}{r}#1 \\ #2 \\ #3 \\ #4 \\ #5 \\ \end{array}\right]}\) \(\newcommand{\cfivevec}[5]{\left[\begin{array}{c}#1 \\ #2 \\ #3 \\ #4 \\ #5 \\ \end{array}\right]}\) \(\newcommand{\mattwo}[4]{\left[\begin{array}{rr}#1 \amp #2 \\ #3 \amp #4 \\ \end{array}\right]}\) \(\newcommand{\laspan}[1]{\text{Span}\{#1\}}\) \(\newcommand{\bcal}{\cal B}\) \(\newcommand{\ccal}{\cal C}\) \(\newcommand{\scal}{\cal S}\) \(\newcommand{\wcal}{\cal W}\) \(\newcommand{\ecal}{\cal E}\) \(\newcommand{\coords}[2]{\left\{#1\right\}_{#2}}\) \(\newcommand{\gray}[1]{\color{gray}{#1}}\) \(\newcommand{\lgray}[1]{\color{lightgray}{#1}}\) \(\newcommand{\rank}{\operatorname{rank}}\) \(\newcommand{\row}{\text{Row}}\) \(\newcommand{\col}{\text{Col}}\) \(\renewcommand{\row}{\text{Row}}\) \(\newcommand{\nul}{\text{Nul}}\) \(\newcommand{\var}{\text{Var}}\) \(\newcommand{\corr}{\text{corr}}\) \(\newcommand{\len}[1]{\left|#1\right|}\) \(\newcommand{\bbar}{\overline{\bvec}}\) \(\newcommand{\bhat}{\widehat{\bvec}}\) \(\newcommand{\bperp}{\bvec^\perp}\) \(\newcommand{\xhat}{\widehat{\xvec}}\) \(\newcommand{\vhat}{\widehat{\vvec}}\) \(\newcommand{\uhat}{\widehat{\uvec}}\) \(\newcommand{\what}{\widehat{\wvec}}\) \(\newcommand{\Sighat}{\widehat{\Sigma}}\) \(\newcommand{\lt}{<}\) \(\newcommand{\gt}{>}\) \(\newcommand{\amp}{&}\) \(\definecolor{fillinmathshade}{gray}{0.9}\)Milestone 2: From Outsourcing Strategy to Vendor Selection
Total Points: 100
This rubric evaluates your ability to translate an approved outsourcing strategy into a complete, executable, and professionally governed Procurement and Solicitation Plan.
Introduction (Purpose, Scope, Audience, Inputs)
10 points
| Performance Level | Criteria |
|---|---|
| Excellent (9–10) | Clearly articulates purpose, scope boundaries, intended audience, and inputs. Reads like a real procurement document. |
| Satisfactory (7–8) | Covers all required elements but lacks precision or professional tone in places. |
| Needs Improvement (5–6) | Missing one element or unclear boundaries. |
| Unsatisfactory (0–4) | Introduction is vague, incomplete, or missing key elements. |
Procurement Strategy
15 points
| Performance Level | Criteria |
|---|---|
| Excellent (14–15) | Clearly explains why outsourcing is being pursued, defines procurement objectives, links procurement decisions to service delivery outcomes, and defines success beyond cost. |
| Satisfactory (11–13) | Strategy is sound but weakly connected to delivery or risk management. |
| Needs Improvement (8–10) | Strategy repeats outsourcing plan without procurement focus or lacks success measures. |
| Unsatisfactory (0–7) | Procurement strategy is unclear, generic, or missing. |
Project Scope Identification for Outsourcing
10 points
| Performance Level | Criteria |
|---|---|
| Excellent (9–10) | Clearly defines outsourced scope, in-house responsibilities, milestones, and boundaries. Eliminates ambiguity. |
| Satisfactory (7–8) | Scope defined but boundaries or rationale are partially unclear. |
| Needs Improvement (5–6) | Scope is vague or lacks justification. |
| Unsatisfactory (0–4) | Scope is poorly defined or missing. |
Procurement and Solicitation Process (End-to-End)
25 points
| Performance Level | Criteria |
|---|---|
| Excellent (23–25) | Fully documents all procurement steps (requirements, SOW, RFP, evaluation, negotiation, execution, monitoring, close-out). Links steps to SDLC, outputs, roles, and risks. |
| Satisfactory (19–22) | All steps included but some lack depth or risk awareness. |
| Needs Improvement (14–18) | Missing detail in multiple steps or weak linkage to execution. |
| Unsatisfactory (0–13) | Process is incomplete, disorganized, or unrealistic. |
Vendor Selection and Evaluation Approach
10 points
| Performance Level | Criteria |
|---|---|
| Excellent (9–10) | Uses clear evaluation criteria, weighting, collaboration model, and defensible selection logic. |
| Satisfactory (7–8) | Evaluation approach present but lacks rigor or clarity. |
| Needs Improvement (5–6) | Criteria vague or scoring logic weak. |
| Unsatisfactory (0–4) | Vendor selection approach unclear or missing. |
Contract Management, Monitoring, and Governance
15 points
| Performance Level | Criteria |
|---|---|
| Excellent (14–15) | Clearly defines how risks are tracked, issues escalated, performance managed, corrective actions enforced, and governance applied. PMBOK-aligned. |
| Satisfactory (11–13) | Governance described but lacks enforcement detail or clarity. |
| Needs Improvement (8–10) | Monitoring is superficial or passive. |
| Unsatisfactory (0–7) | Contract governance largely missing or unrealistic. |
Project and Contract Close-Out
5 points
| Performance Level | Criteria |
|---|---|
| Excellent (5) | Close-out process is complete, structured, and aligned to PMBOK Closing processes. |
| Satisfactory (4) | Close-out included but lacks depth. |
| Needs Improvement (3) | Close-out vague or incomplete. |
| Unsatisfactory (0–2) | Close-out missing or incorrect. |
Professionalism, Organization, and Clarity
10 points
| Performance Level | Criteria |
|---|---|
| Excellent (9–10) | Document is well-organized, clearly written, professionally formatted, and cohesive. |
| Satisfactory (7–8) | Generally clear with minor organization or clarity issues. |
| Needs Improvement (5–6) | Difficult to follow or inconsistently formatted. |
| Unsatisfactory (0–4) | Disorganized, unclear, or unprofessional. |
Final Notes for Students
This milestone is evaluated as a professional procurement document, not an academic essay. Clarity, realism, and execution-readiness matter.
If your plan could:
-
Be approved by leadership
-
Be executed by procurement staff
-
Survive audit or legal review
…then you are meeting the intent of this milestone.