Contract management with CATS CM® version 4

Contract management with CATS CM® version 4
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Описание книги

This book describes version 4 of CATS CM®. This methodology for contract managementcan be used in both private and public sector organizations, and is valid for both demandand supply side.Contract management is the realization of intended contract objectives by proactivelymonitoring the fulfillment of all contractually established responsibilities, obligations,procedures, agreements, conditions and rates, resolving all ambiguities, contradictions andwhite spaces, managing all contract-related risks, and implementing all desired changes tothe contract, during the execution phase.CATS CM® offers a methodical and scalable approach to contract management. Itprovides a description of the principles, roles, and main issues for the contract managerand the best way of working. In addition to a description of the methodology, CATS CM®version 4 also offers specific tools for implementing contract management, for policy aswell as for processes.Increasingly, organizations recognize the importance of being in control of their businessecosystem. CATS CM® assists organizations to increase control of their joint responsibilityboth from a procurement and delivery point of view. A large number of organizations havechosen CATS CM® as the standard for their contract management processes.This new version of CATS CM® has been developed with these various practices in mind.CATS CM® version 4 is based on the principle that the management of a contract in execution has strong similarities on both sides of the contract, i.e. demand and supply; both can best be described as working in conjunction with each other.This book is intended for all who are responsible for, or deal with the execution ofcontracts: contract managers, business managers, delivery managers, project managers,service managers, facility managers, buyers, procurement managers, compliance managers,risk managers, account managers, sales managers and HR managers, along with theirdirectors and board members on both sides of the contract.

Оглавление

Gert-Jan Vlasveld. Contract management with CATS CM® version 4

Other publications by Van Haren Publishing

Colophon

■ INTRODUCTION

■ 1.1 ORGANIZATIONAL GOALS AND CONTRACTS

■ 1.2 EFFECTIVENESS OF CONTRACT MANAGEMENT WITH CATS CM

1.2.1. Improved realization of contract objectives

1.2.2. Relationship between performance and contract value

1.2.3. The organization’s contract costs

1.2.4. Quantifying the effectiveness of contract management

■ 1.3 EFFICIENT CONTRACT MANAGEMENT

■ 1.4 BALANCING COSTS AND BENEFITS

■ 2.1 DEFINITION OF CONTRACT

■ 2.2 CONTRACT COMPONENTS

■ 2.3 DEFINITION OF CONTRACT MANAGEMENT

■ 2.4 DEFINITION OF CONTRACT MANAGER

■ 2.5 TYPES OF CONTRACTS AND THE APPLICABILITY OF CATS CM

■ 3.1 FACTORS THAT AFFECT THE SUCCESS OF CONTRACT MANAGEMENT

■ 3.2 The CATS control model

■ 4.1 THE CATS CONTRACT LIFE CYCLE

4.1.1. The CATS contract life cycle

4.1.2. The CATS contract life cycle, the CATS CM methodology and how contract management knowledge contributes to contract creation

4.1.3. Roles and responsibilities

4.1.4. Steps in the contract management process based on CATS CM

■ INTRODUCTION

■ 8.1 INITIATE STEP

■ 8.2 PLAN-DO-CHECK-ACT/ADJUST CYCLE

■ 8.3 CONCLUDE STEP

■ 8.4 USING CONTRACT MANAGEMENT SCENARIOS

■ 8.5 ESTABLISHING CONTRACT MANAGEMENT SCENARIOS. 8.5.1. Establishing the type of contract

8.5.2. Contract management scenarios

■ INTRODUCTION

■ 9.1 KICK-OFF MEETING WITH THE CONTRACT OWNER

■ 9.2 CONTRACT ANALYSIS

■ 9.3 ASSESSING WHETHER THE INTENDED CONTRACT MANAGER CAN MANAGE THE CONTRACT

■ 9.4 INTAKE MEETING WITH THE CONTRACT OWNER

9.4.1. The budget hours required

9.4.2. Authority and mandate

9.4.3. Reporting format and frequency

9.4.4. Performance indicators for the contract manager

■ 9.5 CONTRACT IMPLEMENTATION

■ 10.1 IMPORTANCE OF MANAGING CONTRACT OBJECTIVES

■ 10.2 IDENTIFYING AND SAFEGUARDING CONTRACT OBJECTIVES

10.2.1. Identifying contract objectives

10.2.2 Safeguarding contract objectives

■ 10.3 INTERACTION WITH THE REALIZATION AND VERIFICATION MANAGER

■ 11.1 WHO ARE THE STAKEHOLDERS?

■ 11.2 STAKEHOLDER MANAGEMENT WITHIN CATS CM

■ 11.3 INTERACTION WITH THE REALIZATION AND VERIFICATION MANAGER

■ 12.1 IDENTIFYING CONTRACT RELATIONSHIPS

■ 12.2 MANAGING CONTRACT RELATIONSHIPS WITHIN CATS CM

■ 12.3 INTERACTION WITH THE REALIZATION AND VERIFICATION MANAGER

■ 13.1 RISKS THAT REQUIRE MANAGEMENT

■ 13.2 RISK MANAGEMENT IN GENERAL

■ 13.3 RISK MANAGEMENT WITHIN CATS CM

■ 13.4 INTERACTION WITH THE REALIZATION AND VERIFICATION MANAGER

■ 13.5 THE CONTRACT RISK PROFILE, RISK MANAGEMENT TOOL

■ 14.1 DEALING WITH OBLIGATIONS FROM WTBD AND AOCM

■ 14.2 ENSURING FULFILLMENT OF OBLIGATIONS

■ 14.3 OBLIGATION MANAGEMENT WITHIN CATS CM

■ 14.4 INTERACTION WITH THE REALIZATION AND VERIFICATION MANAGER

■ 14.5 OBLIGATIONS ASSESSMENT: OBLIGATION MANAGEMENT TOOL

■ 15.1 ASPECTS OF THE FINANCIAL MANAGEMENT OF A CONTRACT

■ 15.2 FINANCIAL MANAGEMENT WITHIN CATS CM

■ 15.3 INTERACTION WITH THE REALIZATION AND VERIFICATION MANAGER

■ 16.1 WHAT IS CONTRACT GOVERNANCE?

■ 16.2 CONTRACT GOVERNANCE WITHIN CATS CM

■ 16.3 CONTRACT MEETINGS

■ 16.4 INTERACTION WITH THE REALIZATION AND VERIFICATION MANAGER

■ 17.1 HOW TO DETERMINE SATISFACTION?

■ 17.2 EXPECTATION MANAGEMENT WITHIN CATS CM

■ 17.3 INTERACTION WITH THE REALIZATION AND VERIFICATION MANAGER

■ 18.1 CONTRACT CALENDAR CONTENT

■ 18.2 MAINTAINING THE CONTRACT CALENDAR

■ 18.3 INTERACTION WITH THE REALIZATION AND VERIFICATION MANAGER

■ 19.1 CONTRACT FILE CONSTRUCTION

■ 19.2 AVAILABILITY AND ACCESSIBILITY OF THE CONTRACT FILE

■ 19.3 MAINTAINING THE CONTRACT FILE

■ 19.4 INTERACTION WITH THE REALIZATION AND VERIFICATION MANAGER

■ 20.1 CONTRACT PHASE-OUT

■ 20.2 PERSONAL CONCLUSION

■ INTRODUCTION

■ 21.1 CONTENT OF THE CONTRACT MANAGEMENT POLICY

■ 21.2 DEFINITION OF CONTRACT MANAGEMENT

■ 21.3 ESTABLISHING WHICH CONTRACTS MUST BE COVERED BY THE CONTRACT MANAGEMENT PROCESS

■ 21.4 THE DESIRED MATURITY LEVEL OF THE CONTRACT MANAGEMENT PROCESS

■ 21.5 THE RELATIONSHIP BETWEEN ROLES AND FUNCTIONS

21.5.1. Contract ownership with multiple demand or delivery owners

21.5.2. Contract manager for contracts with a ‘Basic’ contract management scenario

21.5.3. Contract administrator

21.5.4. Realization and verification manager

■ 21.6 REQUIRED COMPETENCIES TO FULFILL THE ROLES AND FUNCTIONS

21.6.1. Competencies of a contract manager

21.6.2. Beyond competencies: The contract management Code of Conduct

■ 21.7 POSITIONING CONTRACT MANAGEMENT

21.7.1. Primary versus supporting processes

21.7.2. Distance to the workplace

21.7.3. Centralized or decentralized contract management

■ 22.1 POSITIONING PROCESS OWNERSHIP

■ 22.2 THE ROLE OF THE PROCESS OWNER

■ 23.1 IMPLEMENTATION: STEPS

■ 23.2 IMPLEMENTATION: ACTIONS

■ 23.3 WHAT ARE THE IMPLEMENTATION SUCCESS FACTORS?

■ 23.4 AN EXISTING CONTRACT ADMINISTRATION SYSTEM: PITFALL OR SUCCESS FACTOR?

■ 24.1 MEASURING, CONTROLLING AND IMPROVING THE CONTRACT MANAGEMENT PROCESS

24.1.1. KPIs for the process owner

24.1.2. Audits

■ 24.2 MEASURING, CONTROLLING AND IMPROVING CONTRACT MANAGEMENT ON ONE CONTRACT

■ 24.3 CONSULTING WITH COLLEAGUES

■ 24.4 IMPROVING CONTRACT MANAGEMENT

■ 25.1 THE SCOPE OF THE CCMM

■ 25.2 MATURITY LEVELS

■ 25.3 DIFFERENTIATING PROCESS, POLICY AND SYSTEMS

■ 25.4 APPLYING THE CCMM

Отрывок из книги

Contract management with CATS CM® version 4

From working on contracts to contracts that work

.....

14.4 Interaction with the realization and verification manager

14.5 Obligations assessment: obligation management tool

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