Proposal Template

ffd8ffe000104a4649460 001020100c800c80000ff Industrial Project e20c584943435f50524f4 Management (IEIM6004) Proposal Template 6494c4500010100000c4 84c696e6f021000006d6e 1. Cover Page 74725247422058595a20 07ce0002000900060031 0000616373704d534654 Reference No: 012345 00000000494543207352 47420000000000000000 000000000000f6d600010 0000000d32d485020200 00000000000000000000 Title: ABC System 00000000000000000000 00000000000000000000 Proposal to the Buying Agency of XYZ 00000000000000000000 Company Contract Reference: 012345 00000000000001163707 27400000150000000336 46573630000018400000 06c77747074000001f000 000014626b7074000002 04000000147258595a00 00021800000014675859 5a0000022c0000001462 58595a00000240000000 14646d6e640000025400 000070646d6464000002 c4000000887675656400 00034c00000086766965 77000003d4000000246c 756d69000003f80000001 46d6561730000040c000 00024746563680000043 00000000c72545243000 0043c0000080c6754524 30000043c0000080c625 452430000043c0000080 c7465787400000000436f 70797269676874202863 An attractive 29203139393820486577 6c6574742d5061636b61 726420436f6d70616e790 Date: Company illustration 00064657363000000000 00000127352474220494 54336313936362d322e3 Logo/ Name 10000000000000000000 00012735247422049454 336313936362d322e310 00000000000000000000 00000000000000000000

Industrial Project Management IEIM 6004

Industrial Project Management (IEIM6004) Proposal Template

2. Proposal Details Title: ABC System Customer: XYZ Company Customer Reference: 012345 Confidentiality, Restricted Commercial Copyright and reproduction This proposal is submitted by AAA company plc in response to the Invitation to Tender issued by the Buying Agency of XYZ Company dated 9 September 1999. It may not be used for any other purposes, reproduced in whole or in part, nor passed to any organisation or person without the specific permission in writing of the Commercial Manager, AAA plc. Validity: 90 days File Reference: Reference Number:: Own company name and address, telephone, fax and email, etc. AAA Company is certified to ISO 9001 Proposal Manager: Approved by:

Industrial Project Management (IEIM6004) Proposal Template

3. Executive Summary A brief and focus description of the overall proposal, highlighting the theme, the company, the project team, their strengths, track record, the solution, deliverables, key advantages and features that distinguished from For example: competitors.

AAA Company has great pleasure in submitting a proposal to the Buying Agency in response to the Tender AAA Company will provide a multi-disciplinary team with expertise in each of the areas critical to the success of We have skill in areas We have clear understanding of the requirement set out by and our own ability to provide effective Project Management to offer a complete solution which will meet customers requirements, and will provide means of achieving major cost savings We will integrate proven technologies to The design will be based on modular approach The proposed solution by AAA Company uses a combination of tried and tested sub-systems AAA Company is therefore confident that the proposed approach will provide a reliable and efficient system, which will significant improve ., on a time-scale and to within a budget that can be agreed and achieved.

Industrial Project Management (IEIM6004) Proposal Template

4. Content Introduction Understanding of requirement Specific approach to meeting the requirement Specification compliance matrix Technical Proposal Introduction Goals Approach Scope Detail description of supply System performance criteria Standards Maintenance Training programme Dependencies and technical risks Management Proposal Management arrangement Work package description Programme Quality management Safety management Commercial Proposal Introduction Price Payment schedule Delivery Terms and conditions Returnable schedule Appendix QA certificates CV of major project team members Major equipment specification and data sheets

Introduction
Understanding of An analysis of Requirementthe current situation To demonstrate to customer that company has good understanding of the situation Provide justification to the solution Approach to Meet the The solution Requirement Its characteristics, strength, benefits, novelty, What is the solution? What is the system consisting of? The overall design The major deliverables Specification Compliance To cross Matrix reference the requirement define by the customer specification set out in the RFP or ITT to the proposed solution. For example: Customer Contents Comments Compliance Spec. Para No. 1. Introduction 1.1 Basis of tender 1.2 Installation

2. Scope 2.1 Total scope 3. Standards 3.1 QS14000 4. Requirement

Technical Proposal
Introduction Goals The major achievement of the project that satisfies the request Approach The approach to achieve the success, e.g., to use off-theshelf components to minimise new development, based on past experiences, and knowledge in the field. Technical Description Description of the system, process with diagrams, flow charts, etc. Scope Scope may cover supply, delivery, installation, commissioning, calibration, training and maintenance of the product. A list of deliverables may help. Detailed Description of A structured description of the major technique, design, Supply system configuration, sub-systems, functionality, parts and components, operational and maintenance manuals, international standards (CE, Q, etc.), installation, training, System Performance etc. State the Criteria critical performance figures AAA understands that Standards Yes, the tender is issued List the standard adopted and The proposed by ISO9000, complied ISO14000, ISO9001, etc. noted site at XXX has been The Management of Healthvisited and siteWork and Safety at test Regulations (1992) Yes, and installation Health and Safety at Work discussed with key Act (1996) The IEEE Electrical Wiring Regulations (1993) noted AAA proposal staffs The Provision and Use of Work Equipment Regulation s covers supply of all Ye (1992) specified All equipment The Control of Substances Hazardous to Health supplied will meet Regulations (1988) s the standard BS5304 (1988) Safety of Machinery Ye s

Management Proposal

Management A Project Team Arrangement assembled primarily from our own company with a major subcontractor undertaking the software work will carry out the work. Mr. X has been nominated as Project Manager. Mr. X will be accountable for delivery of the project, having full authority over the necessary resources, and will be the formal contact for the work. A brief structure of the Project Team may be useful ffd8ffe000104a4649460001020100c800c80000ffe20c58494 3435f50524f46494c4500010100000c484c696e6f021000006d 6e74725247422058595a2007ce00020009000600310000616 373704d534654000000004945432073524742000000000000 0000000000000000f6d6000100000000d32d4850202000000 0000000000000000000000000000000000000000000000000 0000000000000000000000000000000000000000116370727 4000001500000003364657363000001840000006c77747074 000001f000000014626b707400000204000000147258595a0 0000218000000146758595a0000022c000000146258595a00 00024000000014646d6e640000025400000070646d6464000 002c400000088767565640000034c00000086766965770000 03d4000000246c756d69000003f8000000146d65617300000 40c0000002474656368000004300000000c72545243000004 3c0000080c675452430000043c0000080c625452430000043c 0000080c7465787400000000436f707972696768742028632 92031393938204865776c6574742d5061636b61726420436f 6d70616e79000064657363000000000000001273524742204 9454336313936362d322e3100000000000000000000001273 5247422049454336313936362d322e3100000000000000000 0000000000000000000000000000000000000

Maintenance State the routine maintenance schedule and special requirements

Industrial Project Management (IEIM6004) Proposal Template

Work Package AAA Company Description will manage the project using the best practice Project Management techniques to ensure that the work can be carried to cost and schedule. As part of this exercise, the project has been broken down into a number of distinct work packages, which will enable progress to be monitored effectively. The work breakdown structure will also be used as the basis for defining milestones against which payments for progress during the project would be made. For example:

d specification modelling of the main system components to verify layouts, hardware specification and

specification and code ecification, design and code - Control software design and code

rol room - Tool mounts - Interlocks control - Tool racks - Jigs - Other associated mechani

and assembly re: - Robot - Tool change unit - Tools Mechanical assembly of hardware

test e and software at factory. Preliminary testing of the functionality of the system with resp

and customer training cceptance testing of equipment at factory. - One week training for 10 groups of

0 trainees. - One week extra training for supervisors P7 ystem installation, commissioning and handover nal system testing, acceptance, delivery, installation, commissioning and handover to c Programme A high level GANTT chart here will serve the purpose. Quality Management AAA Company operates Quality Assurance Systems based on the requirements of BS EN ISO 9001 1999. Outline major activities, procedures, roles responsibilities of PM and other team members Safety Management Responsibility declare Health and safety policy and

Industrial Project Management (IEIM6004) Proposal Template

Commercial Proposal

Introduction Outline commercial agreements between customers and contractors Price State the total price, say 100 million HK dollars for the scope defined by the proposal. State also the price is Work Package to authorisation to proceed being received no later subject Title than 1st April 2050. The price is subject to payments as described in the Milestone Paymentpayment schedule with payment terms of 28 days from receipt of invoice. Deliverables Payment Schedule WP01 A tabulated Product Specification schedule will be WP01M1 useful. $100,000 Hardware specifications, requirement & design drawings, approval of project and QA WP02 Parts procurement WP02M1 $230,000 All necessary parts order and delivered to factory . . . . . . . . . . WP100 Product delivered WP100M2 $5,000,000 All batch of product received in good order

Appendix
QA certificates CVs Previous jobs profiles Major hardware/software specification Company/ sub-contractors company information

Delivery Delivery schedules, dates, where, who, etc. Terms and Conditions State the terms and conditions, can refer to the appropriate contract sections. Returnable Related document issued from the customer that need reply Schedules or filled in.