Title Page
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Document No.
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BIDS PROCESS AUDIT
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Personnel
Enquiry Process
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How are enquiries handled<br>(Who controls the enquiry, competency, documented process)
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Do enquiries come directly to site, Malton / Egremont<br>(How are they handled, email, phone, client visit)
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Do all enquiries come from the client or from the JFN sales team<br>(Who are the sales team)
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Are all enquiries allocated a unique reference number<br>(Who allocates the number and where does the number come from)
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Are all enquiries responded to either accept or decline and in what timescale<br>(Who makes the decision and how is this recorded)
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How is the decision to bid or quote reached<br>(Who makes the decision, is it a consensus or an individual and how is this decision recorded
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How is the bid information transferred to the bids team<br>(Who informs the team and how is this recorded)
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If there is a make or buy decision how is this reached<br>(Who makes this and how is it recorded)
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If the decision is to quote describe the process used<br>(Quote leader, individual)
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How is the enquiry filed, paper / electronically<br>(In line with MP011)
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Are there standard templates used and available<br>(How are they controlled, if spreadsheet rates maintained
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Describe how the quote figure is reached<br>(Are all departments accounted for, design, procurement, manufacturing, stress, admin etc)
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Explain the quote review process<br>(Quote reviewed independently)
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Is the quote endorsed by top management<br>(Authority level)
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How is the quote won / lost recorded<br>(Chase current quotes, who, how, recorded)
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If the quote is lost do we ask for feedback<br>(If so is it recorded, where)
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When the work is won is it always handed over to projects<br>(How is it recorded in line with OP002-1 project initiation)
