Conceptual control systems architecture and single lines preliminary I/O list
Develop electrical equipment list
The Engineering effort needed for this task requires:
Development of a design basis
Site investigation and visits (including geotechnical information and environmental requirements)
Preparation of Conceptual Design drawings
Civil / structural / architecture disciplines:
Site conditions and topography (drainage, rainfall, access)
Conceptual plot plan
Location of utilities
Building sizes and volumes
Plant design / mechanical and electrical disciplines:
Review of system design
Preliminary locations for major mechanical, electrical, and HVAC equipment
Physical design is optimized over several iterations
Following are the inputs that Engineering might make to proposal content.
Statement of Work (big portion of your scope)
Scope of Services
Engineering Jobhours / Cost
Execution Strategy
Schedule / Budget
List of Deliverables
Conceptual Process Flow Diagrams
Preliminary Plant / Equipment Layout Drawings
Preliminary Piping and Instrument Diagrams (P&IDs)
Conceptual Control Systems Architecture and Single-Lines
Material Assignment Schedule
Preliminary Input / Output (I/O) List
Preliminary Equipment List
Cost Estimate / Quantities
Staffing Plan
Automation Approach
Develop Input for Cost Proposal
Develop a list of deliverables ( Engineering Deliverables to Construction and Startup)
Number and scope of design studies
Number of technical specifications
Type and number of drawings per system
Type and number of drawings per building
Type and number of drawings for yard structures and utilities
Drawings to support estimating effort of material requisitions
Develop a preliminary estimate of quantities
Review cost estimate (prepared by Project Controls)
Develop a staffing plan and jobhour estimate
Input to contingency analysis
80/20 rule – focus time on the 20 percent that drives 80 percent of the cost
Proposal Package
Overview / qualifications: Typical qualifications package includes Company Overview,Project examples,Client list
Technical scope description
Budget / Pricing
Commercial terms and conditions
Project team
Execution plan
Options / alternate offers
Exceptions and deviations to the RFP
Inclusions and exclusions
Assumptions
6-Writing the Proposal
Section plan Forms roadmap for entire section.Sets win strategy.Reviews customer hot buttons.Analyzes competition.Forces analysis of discriminators.Backs up commitments with experience Storyboards Force authors to start thinking about graphics.Balance use of graphic and text space (target 50:50 ratio).First compliance review for outline of section.Allows first look at page-by-page layout of entire proposal Mockups Hand-drawn graphics can be submitted to production crew.Bulleted text enables review for messages, discriminators, compliance.Forces authors to think through what should be said before they start to write.Forces text and graphics to work together to tell sales story Text preparation Approved to write text after mockups have been approved.Submit introductory paragraph to process manager for constructive criticism.Write to “column inches” to avoid turning engineers into word processors.
End of Preliminary Design Phase
Proposal is submitted
Await customer decision
Prepare for negotiation
Proposal reviews
Screening (bid-no-bid)
On-project review
Functional review
7-Closing the Deal. Close the deal with analyzing future prospects and effectiveness of the sales team.