Estimation and Proposal

PRIMARY PURPOSE, FUNCTION AND INFLUENCE JOB HAS ON THE ORGANIZATION:

Responsible for the timely submission of competitive and winning offers to the customers against their enquiries about obtaining orders. Responsibility includes preparing the technical proposal and estimating the cost of the projects accurately considering the materials, labor, machine, logistics and other expenses whilst preparing the estimation and ensured that all are covered while submitting the offer.

ROLES AND RESPONSIBILITIES

Timely submission of Technical / Budgetary offers

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Review the project specification of the customers.

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Collect required design and technical details (TDC) from the Design department.

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Prepare the Technical offer and submit to customers to collect quotes from the vendors

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Prepare the budgetary offers as per the quote received from the vendors and suppliers and other costs.

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Submit the offers on time without any extension request.

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Discuss and follow up with the customers for an update, prepare the commercial offer and timely submission

2.

Timely Submission of profitable and winnable commercial offers

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Calculate accurately without any errors and omissions in the offer.

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Estimate cost for the project based on the preliminary design

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Competitive at the same time expected margin to be maintained as per the policy of TEAM.

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Review the proposal with the sales & marketing team before the submission for strategically position the projects and TEAM with the customers.

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Collaborate with other internal and external stakeholders to win orders.

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Optimize the design and raw material quantity and ensure the lowest possible cost of major raw materials

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Closely work with the customers for closing orders, clarifying the technical and commercial queries as per the SOP.

ROLES AND RESPONSIBILITIES

3.

Develop vendors to receive best quote for project enquiries

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Identify suitable vendors and suppliers for obtaining quotations.

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Negotiate with the vendors for competitive prices.

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Agree with the vendors for timely delivery of materials

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Ensure the vendor is meeting the requirements and specifications of the customer enquiries.

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Strategically develop vendors and suppliers for competitive quotations.

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Regularly monitor the prices of various Suppliers & materials to update costing sheet.

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keep track of trends of materials and duty structure

4.

Conduct CRM as per SOP

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Present the project details to the stakeholders for executing the projects on receipt of orders from the customers.

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Present the budget, supplier and vendor details for negotiating and placing the orders.

SKILLS

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Knowledge of Process Equipment / Manufacturing / Engineering

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Knowledge of Estimation and proposal preparation

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Knowledge of Process Equipment design and materials

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Knowledge of costing

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Knowledge of International Codes and Procedures ASME,TEMA, ISO systems and procedures

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Knowledge of Process Equipment / Manufacturing / Engineering

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Knowledge of Shell and Tube Heat Exchangers, Reactors, Column, Pressure vessels, pumps, and other process equipment.

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Knowledge of tools like PV Elite, AutoCAD, HTRI, MS Excel