What s BID GENERATOR?

Transcription

1 tool It optimizes the resources to prepare an Offer, achieving savings of time between 25 and 40%, minimizing the errors, improving the accuracy of estimates, and providing a more professional image of the Offer. The standard version covers the needs of many companies. If you need other functions, we offer the services to customize and extend the application to cover 100% of your needs. 1

2 PROJECT SIZE What s BID GENERATOR? It s a tool, based on Excel, to compare, analyze and generate the offer to the client. Valid for all types of offers: Automation Solutions, Mechanical Equipment, etc. Time savings (*) 25-40% Average savings per offer hours Savings for 10 bids /month 2200 hours / year Hours needed for Offer , , AUTOMATION DEGREE OF OFFER Main benefits: Reduce the resources. Reduce errors. Accurate project cash-flow calculation. Improve bid presentation. Document the Offer for future reviews. (*) Depending on sector, experience of proposal engineers, project size, tools currently used for bids, references, etc. It uses standard Excel functions and formulas as well as specific macros programmed in Visual Basic. Basic requirements: Windows, Office 2010, 2013, 2016, 365. The application is developed in two languages, English and Spanish. 2

3 Schedule 1.Specs. 2.Design Documents generated by 1.0 Lists of materials. Spare parts. Schedule of the Project. Cover letter. Commercial Proposal. Technical Proposal. 5.Cash flow BID 4.Costs calculations 3.Materials & Hours : other features. Matrix of costs (cost breakdown, cashflow analysis). Project Cash-flow: analysis of scenarios. Estimation of man-hours. Automatic generation of Excel/PDF documents. Creation of bid folder structure. Snapshots of the proposal. Tax options: tax payments and tax refunds. Example of other Excel application to be exported to the BID. Cabinet Layout Calculations of control/electrical cabinets. Generation of layout drawings & bill of materials. Other documents by bidder: Project chart. List of deviations. Drawings and technical Data Sheets. List of references. Product technical information. Other client specific requirements.

4 Main steps to generate a Bid 1 Start Date, Base Period in Weeks or Months, Categories. 2 Materials: Text, Quantity, Price, Purchasing Date, Payment Conditions, Categories. 3 Man-hours: Task, Profile, From, Duration, Quantity, Cost/hour, Payment, Categories. 4 Update costs matrix, enter factors to get sale Price. 5 6a Data Inputs Client: Payment Milestones. Project Cash-flow. Analysis of scenarios (snapshots). Breakdown of sale proces. Charts: Cash-Flow, Man-hours, Incomes & Costs, Payments & Collections. export Lists of materials (w/ or w/o price). Spare parts (w/ or w/o price). 7 8 Customer Offer Single PDF Multiple PDFs Other Documents or Files. Lists of tasks. Project Schedule. Project chart. Drawings. Product technical information. List of references. export Exported Sheets (Bid Gen.) Excel file: R_docs.xlsx Predefined templates (data of mycompany, Client, Bid): Short / Long Proposal. Cover letter. Documents from other user Excel files: Data Sheets and Sketches. List of deviations. Other client specific requirements. 6b

5 Floating Excel user-forms. 5

6 Floating Excel user-forms. < Export to R_docs.xlsx. Creation of folder structure and PDFs > 6

7 Summary of costs TOTAL Weight MATERIALS OTHERS ENGINEERING SITE OPTIONs Simatic ,7% Engineering Station 0 0,0% Cabinets ,0% < Cost Matrix Transportation 0 0,0% Third party materials 0 0,0% Engineering ,0% Software ,0% Training 0 0,0% HSE 0 0,0% FAT ,9% SAT ,9% Proposal summary MATERIALS OTHERS ENGINEERING SITE OPTIONs Commissioning ,4% Cost TOTAL COST Cost factor ,5% 0 4,5% 4,0% 6,0% 4,5% 4,4% Weight 24,7% 27,9% 42,0% COSTS 1 5,4% ,0% Gross margin 16,8% 16,8% 14,7% Sales factor 18,0% 8,5% 0,0% 8,5% 8,5% 8,5% 8,5% 8,5% COSTS Profit 5,0% 5,0% 3,0% 5,0% 5,0% 4,17% Profit Sales price Engineering PLC purchasing (development) Purchasing of materials Cabinets (assembly&wiring) PLC Software SCADA Software Internal tests FAT Transportation to site SAT Commissioning Weeks > Total factor 1,202 1,202 1,172 1,219 0,000 1,190 7

8 Final outcome can be configured. The user can modify and expand the templates. 8

9 Contact us if you need to customize and/or extend the functions/options to fit your needs. Trial version available. 9