Basic Opportunity Information

Basic Opportunity Information

  • Customer Company Name

  • Name of the person who will receive the offer

  • Contact Number (Landline or Mobile)

  • Email Address

  • End User

  • Project Name or Offer description

  • Country of Destination

  • Customer RFQ Number of Reference Number

  • Offer Type

Commercial Model Parameters to be Applied

  • Target Price

  • Target Price / Market Price

  • Negotiation Margin to be included

  • % of Sales that should be included for Negotiation Margin.

  • Include Corporate Social Investment

  • Type of Sustainability Solution : (Mobiya / Indiya / Street Lights / Custom….)

  • x% of Sales (standard = 0.4% of the Overal Sales Value allocated to Corporate Social Investment [Note: primarly offered to End-Users for direct community involvement]

  • Delivery Incoterms: > EXW - EX WORKS > FCA - FREE CARRIER > FAS - FREE ALONGSIDE SHIP > CIF - COST INSURANCE AND FREIGHT > CIP - CARRIAGE AND INSURANCE PAID TO > DAT - DELIVERED AT TERMINAL > DAP - DELIVERED AT PLACE > DDP - DELIVERED DUTY PAID

  • Named Place-Port-Terminal of Delivery

  • Specific Payment Terms

  • add specific payment terms

  • Specific Contractual Requirements

  • add specific contract requirements / considerations

  • Currency of the Offer

  • other currency....exceptional circumstances only.

  • Offer Pricing Structure / Layout

  • Describe how Pricing Structure / Format of the Quote related to options

  • Bonds Required

  • Type of Bonds and Percentage: x% Downpayment x% Performance x% Retention x% Other

  • Multiple Bid-to-Bid Offers ?
    (ie. other contractors to approach SESA for Quotations)

  • List other potential contractors. Specific pricing instructions ?

  • Partner Rebates
    (Is there a Partner involved and how is the commercial model to be applied)

  • Specific instructions ?

  • Specific requirements on the Cover Page (Differentiation / Value Proposal / Specific Focus items)

  • provide the specific Value Proposal to be written on the Cover Page

  • Alternative Commercial Model

  • Explain details / model

Additional Options to be Included into Offer

  • Additional Technical Items / Notes / Considerations

  • Factory Acceptance Test (IG Factory)

  • define how many customer respresentatives to attend

  • Factory Acceptance Test (Midrand)

  • Caution for "double-request" of Global FAT + Local FAT .... notes and considerations

  • Onsite Installation

  • Yes = includes assembly and cable connections ? - define boundary

  • Onsite Assembly

  • Assembly of cubicles together only ? Offloading + Rigging into position ?

  • Onsite Installation Supervision

  • Provide Site Supervisor to ensure Assembly & Installation by others is correct ....other ?

  • Onsite Commissioning

  • cold Commissioning / hot Commissioning / Production Optimization

  • Formal Training Courses

  • which Courses from the Academy at SE MSC & How Many people ?

  • Onsite Training

  • formal Training from Academy at customer's site

  • Onsite O&M Training

  • informal Operate & Maintain Training - Application Specific Training

  • Additional Technical Items / Notes / Considerations

  • Add media

  • Add drawing

Risk Register

The risks are to be identified and described for better understanding by the Opportunity Leader. These are then further defined and cost-impact-estimate in Tendering. Then, final transfer to Project Manager to Mitigate during Execution

  • Skip this Section

  • Country Risks

  • -political -economic -local transportation -administration -importation -local supplies -other….

  • Environmental risks

  • -environmental protection -site access & cleaning constraints -other….

  • Project Management & Planning risks

  • -design planning & resources, -critical dates & path for review -delivery schedule -documentation -other….

  • Contractual risks

  • -Partnership agreement ( JV, consortium ) with appendix defining respective scope , responsibility and limits of supply -other….

  • Costing risks

  • -partners quotations reliability -change management capability -other….

  • Industrial risks

  • -technology transfer -local partners -commissioning -take over -warranty -other….

  • Technical risks

  • -technical constraints -climatic conditions -new development -interfacing -new scope -other….

  • Pricing Risks

  • -exchange rates -raw material variation -other….

  • Legal Risks

  • -penalties for delay -performance penalties -other….

  • Tax Risks

  • -import tax and duties -Personal Earnings tax -witholding tax -double taxation -other….

  • Financial Risks

  • -export credit -hedging bonds -payment terms -cash -other….

  • Customer Management risks

  • -pending claim -project management -new client -customer local partner -other….

S0 Gate - Go / No-Go (Influence & Develop Opportunity)

  • Skip this section

  • Key People involved in the Review / Decision to proceed

Opportunity Analysis and Categorization

  • BFO: Opportunity registered

  • Comments....

  • BFO: Opportunity categorized

  • Comments....

  • Project Centre selected (Local / Regional / Global)

  • Comments....

  • Stakeholders identified

  • Comments....

  • Action plan created, including goals, vision and value proposition

  • Comments....

  • Opportunity confirmed, priority set

  • Comments....

Opportunity Qualification and Prioritization

  • Opportunity leader confirmed

  • Comments....

  • Lead project center confirmed

  • Comments....

  • bFO updated

  • Comments....

  • Value proposition confirmed

  • Comments....

  • BFO: Opportunity attractiveness and feasibility reviewed

  • Comments....

S0 Gate Decision

  • Select date

  • S0 Gate Passed ?

  • Conditions?

  • Add signature

S1 Gate - Bid / No-Bid (Invest in preparing an Offer)

  • Skip this Section

  • Key People involved in the Review / Decision to proceed

Opportunity Analysis, Team and Strategy

  • Opportunity team built, resources available

  • Comments....

  • Action plan confirmed/reviewed

  • Comments....

  • Actions related to competition, external and internal Decision Makers executed

  • Comments....

  • Preliminary solution concept prepared

  • Comments....

  • Major risks identified

  • Comments....

Bid Analysis, Team and Categorization

  • RFP received and registered via BFO Support Request

  • Comments....

  • Opportunity attractiveness and feasibility reviewed

  • Comments....

  • Opportunity categorization updated

  • Comments....

  • Project Center selection updated (Local / Regional / Global)

  • Comments....

  • Tender team built, resources available

  • Comments....

  • Pre-tender meeting held

  • Comments....

  • Bid strategy planned

  • Comments....

  • Request for Proposal analyzed (Customer Information)

  • Comments....

  • Tender manager assigned

  • Comments....

Bid Qualification and Prioritization

  • Bid confirmed, priority set

  • Comments....

  • Lead project center confirmed

  • Comments....

  • BFO updated

  • Comments....

S1 Gate Decision

  • Select date

  • S1 Gate Passed ?

  • Conditions?

  • Add signature

Technical: Medium Voltage Transformers

  • Skip this Section

  • IEC Standard for Manufacturing

  • Information on Other Standards

  • Transformer Detailed Specification Supplied

  • kVA Size

  • Power Transformer or Distribution Transformer

  • Winding Material

  • Primary Voltage

  • Secondary Voltage

  • Ambient Temperature

  • Vector Group

  • Altitude

  • Frequency

  • Transformer Type

  • Conservator

  • Include HV/LV Cable Boxes

  • Cooling

  • Include Pressure Relief Relay

  • IP Rating

  • Cooling

  • Thermal Control Unit

  • Additional Information

  • Media / Snapshots / Single Line / Photos

Technical: Medium Voltage Switchgear

  • Skip this Section

  • Switchgear Detailed Specification Supplied

  • Typical Schematic Diagrams Supplied

  • Single Line Diagram Supplied

  • Indoor or Outdoor Application

  • Service Voltage

  • Insulation Level

  • Busbar Configuration

  • Busbar Rating

  • Busbar Coating (Applicable to AIS)

  • Short Circuit Withstand (3sec for Primary & 1sec for Secondary)

  • Insulation Medium

  • Circuit Breaker/Contactor Breaking Medium

  • Fixed Pattern or Withdrawable Circuit Breaker / Contactor

  • Contactors (Mechanically or Electrically (std) latched)

  • Ambient Temperature

  • Altitude

  • Frequency

  • Substation Height, for indoor switchgear

  • IP Rating

  • Cable Entry

  • Internal Arc Classification

  • Control Voltage

  • Colour

  • Protection Relays

  • Provide Protection Relay details

  • Metering

  • Provide Metering details

  • Include Battery Trip Unit and Batteries

  • Battery Trip Unit / Battery Specification Supplied

  • Battery Type

  • Drawing / Sketch / SLD / GA

  • Photo / Scan / Snapshot / Media

  • Additional Information

Technical: E-House & Mobile Substations (Skids)

  • Skip this Section

General Information applicable to both E-Houses and Mine Pit Skids (Mobile Substations)

  • Detailed Specification Supplied

  • Single Line Diagram Supplied

  • Typical Schematic Diagrams Supplied

  • Also provide detailed Transformer / MV Switchgear / LV Switchgear technical checklists as required

  • HVAC to be included

  • Describe HVAC Requirements

  • Fire and Gas

  • Fire and Gas specific details / preferences / specification

  • Telecomms / CCTV / Networks / Other

  • Specifiy Requirements

  • Blast Proof or ATEX Compliance (Detail in Comments, if necessary)

  • Describe Specification / Requirements

  • Paint Specification

  • Describe Specification / Requirements

  • Specific E-House Checklist

  • Building Type

  • Describe Building Type

  • Secondary Roof Required

  • Landings, Walkways, Stairs required

  • Special Lifting Requirements

  • Describe Rigging Constraints / Requirements

  • Raised Plinths / Steel Structure required

  • Describe Application

  • Snapshot / Photo / Scan

  • Free-From Sketch

  • Specific Mining Skid Checklist (Mobile Substation)

  • Skid Base Frame

  • Describe Skid Type

  • Skeleton Frame with Fence of Enclosure

  • Describe Application

  • Snapshot / Photo / Scan

  • Free-From Sketch

Technical: Low Voltage MCC & DBs

  • Skip this Section

  • Switchgear Detailed Specification Supplied

  • Single Line Diagram Supplied

  • Typical Schematic Diagrams Supplied

  • Type

  • Info / Description

  • Frequency

  • Fault Level (1second)

  • Internal Arc Classification

  • Service Voltage

  • Control Voltage

  • IP Rating

  • System

  • Floor Standing or Wall Mount

  • Segregated or Open Type

  • Single-Sided or Back-to-Back

  • Fixed Pattern, Plug-In (Demountable), Withdrawable

  • Form Type

  • Material Type

  • Other Material Type / Description

  • Corrosive Environment

  • Dusty Environment

  • Marine Application

  • Ambient Temperature

  • Altitude

  • Busbar Rating

  • Busbar Coating

  • IEC Standard

  • Protection Type

  • Busbar Coating

  • Type 2 Coordination Required

  • Protection Brand

  • Cable Entry

  • Colour

  • Additional Notes

  • Media / Snapshot / Scan / Photo

  • Free-Form Drawing

Technical: Automation / Process Control System

  • Skip this Section

  • Describe the Process / Application to be Automated

  • Pictures / Client information

  • System Layout / Plant Layout / Network Topology

PLC System

  • Input Documentation

  • Provide Details

  • PLC Make & Model

  • Provide Details

  • I/O to PLC network type

  • Provide Details

  • MCC to PLC network type

  • Provide Details

  • MCC DOL Circuit Design

  • Provide Details

  • MCC VSD Circuit Design

  • Provide Details

  • I/O Architecture

  • Provide Details

  • PLC Panels & Marshalling Panels

  • Describe Panels and content - Surge Protection etc, etc

  • Redundancy Required

  • Provide Details

  • Installation

  • Describe what should be Installed and Boundaries / Battery Limits

  • Other applicable information

  • Pictures / Snapshots applicable

SCADA System

  • Input Documentation

  • Provide Details

  • New SCADA or integration into Existing SCADA

  • Provide Details

  • Existing SCADA details

  • Describe Key number, Size, Spare capacity etc

  • SCADA Computer & Server hardware

  • Provide Details

  • Installation

  • Describe what should be Installed and Boundaries / Battery Limits

  • Historian

  • Describe Requirements: - Existing / New - Type of Reports Expected - Hardware Required

  • Other applicable information

  • Pictures / Snapshots applicable

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