Information
Schneider Electric South Africa Solutions Quote Summary Checklist Provide a simplified & consolidated worksheet to cover the CPP requirements for Opportunity Leader interface to Tendering
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Conducted on
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Prepared by
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BFO Opportunity created and Support Request issued to Quotation Centre?
Typically for Regional Team Members who do not have access to BFO through VPN and need to transmit info to Tendering Team
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Create BFO Opportunity on your behalf? (ownership to be transferred to you after creation)
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Quotation due Date
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Signature
Basic Opportunity Information
Basic Opportunity Information
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Customer Company Name
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Name of the person who will receive the offer
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Contact Number (Landline or Mobile)
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Email Address
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End User
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Project Name or Offer description
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Country of Destination
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Customer RFQ Number of Reference Number
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Offer Type
Commercial Model Parameters to be Applied
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Target Price
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Target Price / Market Price
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Negotiation Margin to be included
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% of Sales that should be included for Negotiation Margin.
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Include Corporate Social Investment
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Type of Sustainability Solution : (Mobiya / Indiya / Street Lights / Custom….)
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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]
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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
- EXW
- FCA
- FAS
- CIF
- CIP
- DAT
- DAP
- DDP
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Named Place-Port-Terminal of Delivery
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Specific Payment Terms
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add specific payment terms
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Specific Contractual Requirements
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add specific contract requirements / considerations
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Currency of the Offer
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other currency....exceptional circumstances only.
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Offer Pricing Structure / Layout
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Describe how Pricing Structure / Format of the Quote related to options
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Bonds Required
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Type of Bonds and Percentage: x% Downpayment x% Performance x% Retention x% Other
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Multiple Bid-to-Bid Offers ?<br>(ie. other contractors to approach SESA for Quotations)
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List other potential contractors. Specific pricing instructions ?
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Partner Rebates<br>(Is there a Partner involved and how is the commercial model to be applied)
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Specific instructions ?
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Specific requirements on the Cover Page (Differentiation / Value Proposal / Specific Focus items)
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provide the specific Value Proposal to be written on the Cover Page
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Alternative Commercial Model
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Explain details / model
Additional Options to be Included into Offer
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Additional Technical Items / Notes / Considerations
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Factory Acceptance Test (IG Factory)
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define how many customer respresentatives to attend
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Factory Acceptance Test (Midrand)
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Caution for "double-request" of Global FAT + Local FAT .... notes and considerations
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Onsite Installation
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Yes = includes assembly and cable connections ? - define boundary
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Onsite Assembly
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Assembly of cubicles together only ? Offloading + Rigging into position ?
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Onsite Installation Supervision
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Provide Site Supervisor to ensure Assembly & Installation by others is correct ....other ?
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Onsite Commissioning
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cold Commissioning / hot Commissioning / Production Optimization
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Formal Training Courses
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which Courses from the Academy at SE MSC & How Many people ?
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Onsite Training
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formal Training from Academy at customer's site
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Onsite O&M Training
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informal Operate & Maintain Training - Application Specific Training
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Additional Technical Items / Notes / Considerations
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Add media
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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
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Skip this Section
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Country Risks
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-political -economic -local transportation -administration -importation -local supplies -other….
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Environmental risks
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-environmental protection -site access & cleaning constraints -other….
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Project Management & Planning risks
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-design planning & resources, -critical dates & path for review -delivery schedule -documentation -other….
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Contractual risks
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-Partnership agreement ( JV, consortium ) with appendix defining respective scope , responsibility and limits of supply -other….
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Costing risks
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-partners quotations reliability -change management capability -other….
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Industrial risks
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-technology transfer -local partners -commissioning -take over -warranty -other….
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Technical risks
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-technical constraints -climatic conditions -new development -interfacing -new scope -other….
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Pricing Risks
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-exchange rates -raw material variation -other….
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Legal Risks
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-penalties for delay -performance penalties -other….
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Tax Risks
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-import tax and duties -Personal Earnings tax -witholding tax -double taxation -other….
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Financial Risks
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-export credit -hedging bonds -payment terms -cash -other….
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Customer Management risks
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-pending claim -project management -new client -customer local partner -other….
S0 Gate - Go / No-Go (Influence & Develop Opportunity)
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Skip this section
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Key People involved in the Review / Decision to proceed
Opportunity Analysis and Categorization
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BFO: Opportunity registered
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Comments....
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BFO: Opportunity categorized
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Comments....
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Project Centre selected (Local / Regional / Global)
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Comments....
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Stakeholders identified
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Comments....
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Action plan created, including goals, vision and value proposition
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Comments....
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Opportunity confirmed, priority set
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Comments....
Opportunity Qualification and Prioritization
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Opportunity leader confirmed
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Comments....
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Lead project center confirmed
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Comments....
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bFO updated
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Comments....
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Value proposition confirmed
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Comments....
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BFO: Opportunity attractiveness and feasibility reviewed
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Comments....
S0 Gate Decision
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Select date
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S0 Gate Passed ?
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Conditions?
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Add signature
S1 Gate - Bid / No-Bid (Invest in preparing an Offer)
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Skip this Section
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Key People involved in the Review / Decision to proceed
Opportunity Analysis, Team and Strategy
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Opportunity team built, resources available
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Comments....
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Action plan confirmed/reviewed
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Comments....
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Actions related to competition, external and internal Decision Makers executed
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Comments....
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Preliminary solution concept prepared
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Comments....
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Major risks identified
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Comments....
Bid Analysis, Team and Categorization
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RFP received and registered via BFO Support Request
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Comments....
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Opportunity attractiveness and feasibility reviewed
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Comments....
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Opportunity categorization updated
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Comments....
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Project Center selection updated (Local / Regional / Global)
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Comments....
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Tender team built, resources available
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Comments....
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Pre-tender meeting held
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Comments....
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Bid strategy planned
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Comments....
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Request for Proposal analyzed (Customer Information)
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Comments....
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Tender manager assigned
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Comments....
Bid Qualification and Prioritization
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Bid confirmed, priority set
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Comments....
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Lead project center confirmed
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Comments....
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BFO updated
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Comments....
S1 Gate Decision
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Select date
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S1 Gate Passed ?
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Conditions?
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Add signature
Technical: Medium Voltage Transformers
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Skip this Section
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IEC Standard for Manufacturing
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Information on Other Standards
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Transformer Detailed Specification Supplied
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kVA Size
- 315kVA
- 500kVA
- 630kVA
- 800kVA
- 1000kVA
- 1250kVA
- 1600kVA
- 2000kVA
- 2500kVA
- >2500kVA
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Power Transformer or Distribution Transformer
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Winding Material
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Primary Voltage
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Secondary Voltage
- 24kV
- 12kV
- 6.6kV
- 3.3kV
- 550V
- 400V
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Ambient Temperature
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Vector Group
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Altitude
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Frequency
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Transformer Type
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Conservator
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Include HV/LV Cable Boxes
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Cooling
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Include Pressure Relief Relay
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IP Rating
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Cooling
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Thermal Control Unit
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Additional Information
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Media / Snapshots / Single Line / Photos
Technical: Medium Voltage Switchgear
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Skip this Section
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Switchgear Detailed Specification Supplied
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Typical Schematic Diagrams Supplied
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Single Line Diagram Supplied
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Indoor or Outdoor Application
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Service Voltage
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Insulation Level
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Busbar Configuration
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Busbar Rating
- 630A
- 1250A
- 1600A
- 2000A
- 2500A
- 3150A
- 4000A
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Busbar Coating (Applicable to AIS)
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Short Circuit Withstand (3sec for Primary & 1sec for Secondary)
- 16kA
- 20kA
- 25kA
- 31.5kA
- 40kA
- 50kA
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Insulation Medium
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Circuit Breaker/Contactor Breaking Medium
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Fixed Pattern or Withdrawable Circuit Breaker / Contactor
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Contactors (Mechanically or Electrically (std) latched)
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Ambient Temperature
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Altitude
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Frequency
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Substation Height, for indoor switchgear
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IP Rating
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Cable Entry
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Internal Arc Classification
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Control Voltage
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Colour
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Protection Relays
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Provide Protection Relay details
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Metering
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Provide Metering details
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Include Battery Trip Unit and Batteries
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Battery Trip Unit / Battery Specification Supplied
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Battery Type
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Drawing / Sketch / SLD / GA
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Photo / Scan / Snapshot / Media
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Additional Information
Technical: E-House & Mobile Substations (Skids)
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Skip this Section
General Information applicable to both E-Houses and Mine Pit Skids (Mobile Substations)
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Detailed Specification Supplied
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Single Line Diagram Supplied
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Typical Schematic Diagrams Supplied
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Also provide detailed Transformer / MV Switchgear / LV Switchgear technical checklists as required
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HVAC to be included
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Describe HVAC Requirements
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Fire and Gas
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Fire and Gas specific details / preferences / specification
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Telecomms / CCTV / Networks / Other
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Specifiy Requirements
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Blast Proof or ATEX Compliance (Detail in Comments, if necessary)
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Describe Specification / Requirements
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Paint Specification
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Describe Specification / Requirements
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Specific E-House Checklist
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Building Type
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Describe Building Type
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Secondary Roof Required
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Landings, Walkways, Stairs required
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Special Lifting Requirements
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Describe Rigging Constraints / Requirements
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Raised Plinths / Steel Structure required
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Describe Application
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Snapshot / Photo / Scan
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Free-From Sketch
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Specific Mining Skid Checklist (Mobile Substation)
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Skid Base Frame
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Describe Skid Type
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Skeleton Frame with Fence of Enclosure
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Describe Application
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Snapshot / Photo / Scan
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Free-From Sketch
Technical: Low Voltage MCC & DBs
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Skip this Section
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Switchgear Detailed Specification Supplied
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Single Line Diagram Supplied
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Typical Schematic Diagrams Supplied
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Type
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Info / Description
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Frequency
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Fault Level (1second)
- <=25kA
- 31.5kA
- 40kA
- 50kA
- 65kA
- 80kA
- 100kA
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Internal Arc Classification
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Service Voltage
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Control Voltage
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IP Rating
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System
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Floor Standing or Wall Mount
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Segregated or Open Type
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Single-Sided or Back-to-Back
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Fixed Pattern, Plug-In (Demountable), Withdrawable
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Form Type
- 1A
- 2A
- 3A
- 4A
- 1B
- 2B
- 3B
- 4B
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Material Type
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Other Material Type / Description
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Corrosive Environment
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Dusty Environment
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Marine Application
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Ambient Temperature
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Altitude
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Busbar Rating
- 400A
- 630A
- 1250A
- 1600A
- 2000A
- 2500A
- 3150A
- 4000A
- 6300A
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Busbar Coating
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IEC Standard
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Protection Type
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Busbar Coating
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Type 2 Coordination Required
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Protection Brand
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Cable Entry
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Colour
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Additional Notes
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Media / Snapshot / Scan / Photo
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Free-Form Drawing
Technical: Automation / Process Control System
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Skip this Section
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Describe the Process / Application to be Automated
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Pictures / Client information
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System Layout / Plant Layout / Network Topology
PLC System
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Input Documentation
- IO List - MS Excel
- Elect Load List
- Rack IO Layouts
- P&ID Drawings
- Other
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Provide Details
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PLC Make & Model
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Provide Details
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I/O to PLC network type
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Provide Details
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MCC to PLC network type
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Provide Details
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MCC DOL Circuit Design
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Provide Details
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MCC VSD Circuit Design
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Provide Details
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I/O Architecture
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Provide Details
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PLC Panels & Marshalling Panels
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Describe Panels and content - Surge Protection etc, etc
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Redundancy Required
- None
- PLC CPU
- Power Supply
- Ring Network
- Dual Ring Network
- Other
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Provide Details
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Installation
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Describe what should be Installed and Boundaries / Battery Limits
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Other applicable information
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Pictures / Snapshots applicable
SCADA System
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Input Documentation
- P&ID Drawings
- Existing Variable Database
- Other
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Provide Details
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New SCADA or integration into Existing SCADA
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Provide Details
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Existing SCADA details
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Describe Key number, Size, Spare capacity etc
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SCADA Computer & Server hardware
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Provide Details
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Installation
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Describe what should be Installed and Boundaries / Battery Limits
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Historian
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Describe Requirements: - Existing / New - Type of Reports Expected - Hardware Required
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Other applicable information
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Pictures / Snapshots applicable
