Information
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Document No.
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Audit Title
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Client / Site
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Conducted on
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Prepared by
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Location
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Personnel
STAKEHOLDERS
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R=Project Preperation
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E=Project preparation, Estimator, Project Director(s) Heads of the departments in projects,
Production Director,
Head of the departments in production,
Commercial Director,
Sales -
S= Estimating
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C=Finance
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I=None
GOAL
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To determine the ultimate bottom cost price for a project.
Cost price exclusive of% add on for overhead and % for profit.
Inclusive add on for overhead in hourly rates.
AGENDA
ENQUIRY ORIGINATOR
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Client
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Previous Trading
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Reputation in the industry
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Agreed Client
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Agreed Client
SIZE AND NATURE OF THE PROJECT
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Project specifics
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Project name
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Location of project
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Scope of works
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Coloured up drawings etc.
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Project Secifics
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Classification of the project
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Off site programme
- 1 week
- 2 weeks
- 3 weeks
- 4 weeks
- 5 weeks
- 6 weeks
- 7 weeks
- 8 weeks
- 9 weeks
- 10 weeks
- 11 weeks
- 12 weeks
- 13 weeks
- 14 weeks
- 15 weeks
- 16 weeks
- 17 weeks
- 18 weeks
- 19 weeks
- 20 weeks
- 21 weeks
- 22 weeks
- 23 weeks
- 24 weeks
- 25 weeks
- 26 weeks
- 27 weeks
- 28 weeks
- 29 weeks
- 30 weeks
- 31 weeks
- 32 weeks
- 33 weeks
- 34 weeks
- 35 weeks
- 36 weeks
- 37 weeks
- 38 weeks
- 39 weeks
- 40 weeks
- 41 weeks
- 42 weeks
- 43 weeks
- 44 weeks
- 45 weeks
- 46 weeks
- 47 weeks
- 48 weeks
- 49 weeks
- 50 weeks
- 51 weeks
- 52 weeks
- 53 weeks
- 54 weeks
- 55 weeks
- 56 weeks
- 57 weeks
- 58 weeks
- 59 weeks
- 60 weeks
- 61weeks
- 62 weeks
- 63 weeks
- 64 weeks
- 65 weeks
- 66 weeks
- 67 weeks
- 68 weeks
- 69 weeks
- 70 weeks
- 71 weeks
- 72 weeks
- 73 weeks
- 74 weeks
- 75 weeks
- 76 weeks
- 77 weeks
- 78 weeks
- 79 weeks
- 80 weeks
- 81 weeks
- 82 weeks
- 83 weeks
- 84 weeks
- 85 weeks
- 86 weeks
- 87 weeks
- 88 weeks
- 89 weeks
- 90 weeks
- 91 weeks
- 92 weeks
- 93 weeks
- 94 weeks
- 95 weeks
- 96 weeks
- 97 weeks
- 98 weeks
- 99 weeks
- 100 weeks
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On site programme
- 1 week
- 2 weeks
- 3 weeks
- 4 weeks
- 5 weeks
- 6 weeks
- 7 weeks
- 8 weeks
- 9 weeks
- 10 weeks
- 11 weeks
- 12 weeks
- 13 weeks
- 14 weeks
- 15 weeks
- 16 weeks
- 17 weeks
- 18 weeks
- 19 weeks
- 20 weeks
- 21 weeks
- 22 weeks
- 23 weeks
- 24 weeks
- 25 weeks
- 26 weeks
- 27 weeks
- 28 weeks
- 29 weeks
- 30 weeks
- 31 weeks
- 32 weeks
- 33 weeks
- 34 weeks
- 35 weeks
- 36 weeks
- 37 weeks
- 38 weeks
- 39 weeks
- 40 weeks
- 41 weeks
- 42 weeks
- 43 weeks
- 44 weeks
- 45 weeks
- 46 weeks
- 47 weeks
- 48 weeks
- 49 weeks
- 50 weeks
- 51 weeks
- 52 weeks
- 53 weeks
- 54 weeks
- 55 weeks
- 56 weeks
- 57 weeks
- 58 weeks
- 59 weeks
- 60 weeks
- 61weeks
- 62 weeks
- 63 weeks
- 64 weeks
- 65 weeks
- 66 weeks
- 67 weeks
- 68 weeks
- 69 weeks
- 70 weeks
- 71 weeks
- 72 weeks
- 73 weeks
- 74 weeks
- 75 weeks
- 76 weeks
- 77 weeks
- 78 weeks
- 79 weeks
- 80 weeks
- 81 weeks
- 82 weeks
- 83 weeks
- 84 weeks
- 85 weeks
- 86 weeks
- 87 weeks
- 88 weeks
- 89 weeks
- 90 weeks
- 91 weeks
- 92 weeks
- 93 weeks
- 94 weeks
- 95 weeks
- 96 weeks
- 97 weeks
- 98 weeks
- 99 weeks
- 100 weeks
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Start on site date
SALES
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History of sales process so far
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Client sales budget
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Anticipated order date
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Type of contract
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Risk analysis from contractual point of view, LADs, currency, Price indexing vs Fixed price etc.
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Number and names of competitors and sales strategies
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Conversion ( order) expectation
A.O.B
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A.O.B.
ESTIMATE/ PROJECT PREPARATION / TENDER
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Risk analysis from technical point of view, wind and water tightness,secure by design, logistics etc.
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Risk analysis from technical point of view, wind and water tightness,secure by design, logistics etc.
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Draught design estimating, outcome TOT
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Draught design estimating, outcome TOT
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Assumptions by estimating / Project preparation
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Assumptions by estimating / Project preparation
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Draft overall programme
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Draft overall programme
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Verification of prelims
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Verification of prelims
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Verifications of the budgets for resources in the project department
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Verifications of the budgets for resources in the project department
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Verifications of the budgets for resources in the production department
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Verifications of the budgets for resources in the production department
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Preferred I.E prescribed supplier and subcontractor
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Preferred I.E prescribed supplier and subcontractor
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Verification of budgets for suppliers and subcontractors
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Verification of budgets for suppliers and subcontractors
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Pre financing situation (max)
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Pre financing situation (max)
CRITERIA
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Criteria
OUTPUT
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Estimate
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Estimate
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Draft Tender
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Draught Tender
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Draft overall programme
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Draft overall programme
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Draught overall programme
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Draught overall programme
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Specification review both contractual and technical
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Specification review both contractual and technical
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Final design for estimating
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Final design for estimating
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Liquidity programme
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Liquidity programme
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Quote for specialised products or by specialised subcontractor
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Quote for specialised products or by specialised subcontractor
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Coloured up drawings
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Coloured up drawings
PROJECT DIRECTOR
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Signed Projects Director
