Title Page
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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
3. Roles and responsibilities
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Do the members of your team have job descriptions? (Ask to see)
4.1 Identify Opportunities
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How do you identify opportunities? (Documented evidence opportunity matches business strat)
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How are opportunities logged? (EFACS CRM System, Ask to see on EFACS)
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Where do you get the CRM number from (register)?
4.1.2 Capture plan
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Who is involved in the development of a capture plan? (Business development manager, Ask to see & look for dates and contacts)
4.2 Prospect Pursuit Review
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What is included in an EFACS quotation pro-forma and how is it converted from CRM to Q?
4.3 Receipt of ITT
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What is the formal process for determining whether to bid on an opportunity or not? (questions are answered to get a score, bid is decided if score greater than 0) (Ask to see bid/no bid matrix)
4.3.3
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How is it decided whether a project is low or high risk? (Meeting, document, cost analysis)
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Is this decision documented?
4.4.1 Tender prep for complex project
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How is the make/buy decision made? (By bid leader, in conjunction w/ procurement, projects, engineering)
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How is the decision documented?
4.4.2
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How are cost estimates prepared and documented? (Ask to see cost estimate, check for bid manager approval and review from QA and bids)
4.5 Tender Approval
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How are TAG reviews documented? (OP001form03)
4.5.2
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How do you determine whether to submit or not to submit tender? (Certain amount of answers on OP003, meeting etc)
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How is this decision documented?
4.6 Order acceptance
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Do you conduct a contract review as part of the order acceptance gate checklist? ( see op001form04)
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How do you populate the lessons learned database? (Ask to see)
5. Records
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Where are the tender files stored and do they contain the appropriate information ? (Ask to see)
