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    Responsibility Matrix - Consultancy Project

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    Aditya Tapkir
    This document outlines the responsibility matrix for project consultancy work. It lists the key steps involved including getting client requirements, preparing quotations, finalizing orders, collecting preliminary data, submitting work schedules, coordinating site visits, preparing drawings and documents, getting client approvals, and submitting final deliverables. The responsibilities are assigned to either the sales engineer, energy audit/consultancy cell, or both, depending on the nature of the task. Coordination between different functions is emphasized.

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    Responsibility Matrix - Consultancy Project

    Uploaded by

    Aditya Tapkir
    50 views2 pages
    This document outlines the responsibility matrix for project consultancy work. It lists the key steps involved including getting client requirements, preparing quotations, finalizing orders, collecting preliminary data, submitting work schedules, coordinating site visits, preparing drawings and documents, getting client approvals, and submitting final deliverables. The responsibilities are assigned to either the sales engineer, energy audit/consultancy cell, or both, depending on the nature of the task. Coordination between different functions is emphasized.

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    This document outlines the responsibility matrix for project consultancy work. It lists the key steps involved including getting client requirements, preparing quotations, finalizing orders, collecting preliminary data, submitting work schedules, coordinating site visits, preparing drawings and documents, getting client approvals, and submitting final deliverables. The responsibilities are assigned to either the sales engineer, energy audit/consultancy cell, or both, depending on the nature of the task. Coordination between different functions is emphasized.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOC, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as doc, pdf, or txt
    50 views2 pages

    Responsibility Matrix - Consultancy Project

    Uploaded by

    Aditya Tapkir
    This document outlines the responsibility matrix for project consultancy work. It lists the key steps involved including getting client requirements, preparing quotations, finalizing orders, collecting preliminary data, submitting work schedules, coordinating site visits, preparing drawings and documents, getting client approvals, and submitting final deliverables. The responsibilities are assigned to either the sales engineer, energy audit/consultancy cell, or both, depending on the nature of the task. Coordination between different functions is emphasized.

    Copyright:

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    of 2

    C & H SERVICES SBU

    PROJECT CONSULTANCY RESPONSIBILITY MATRIX


    Step No.
    %. 2. -. /. 2.

    Descr pt o!
    Getting duly filled RFQ for existing & proposed plant / expansions from Client for preparing quote Preparing exe uta!le offer / quotation Getting Quote & finali"ation from #endor Getting exe uta!le .or's order Colle tion of !alan e preliminary data required 3rder a 'no.ledgement & re eipt of ad#an e. Proforma in#oi e for ad#an e4 if required 6endor P3 finali"ation4 if required Release of P3 for 6endor4 if required Preparation & su!mission / modifi ation 0as per step 71 of .or' exe ution s *edule to sales engineer 9 :t .ill in lude ommuni ations .it* different on ern people at ;3. %lso4 if required4 ommuni ations .it* %sso iate onsultant / 6endors to finali"e dates for different pro+e t a ti#ities et . For ompleting step no. 24 required data4 details li'e =oiler4 &*ermi fluid *eater layout4 P & : ,4 oil ring main *eader dra.ings4 !oiler spe s4 standard tan' dra.ings et . Confirmation of #isit dates as per .or' exe ution

    Respo!s " # t$
    Sales Engineer $r. %ditya &ap'ir CC ( $r. ). Pan *apa'esan $r. %+ay ,ar+i Sales Engineer Sales Engineer 0 Refer RFQ 1 Sales Engineer .it* ne essary te *ni al support !y Energy %udit / Consultan y Cell Energy %udit / Consultan y Cell Sales Engineer Energy %udit / Consultan y Cell

    5. 7. 8.

    <.

    @A.

    Energy %udit / Consultan y ell .ill internally o>ordinate .it* *eating group at ;34 Region / Sales to render support ? .*ere e#er details required Sales Engineer

    Note: During the field visit period, plant should be at a condition as mentioned by consultant for particular job on time to time basis @@. Bi ' 9 off meeting @2. @-. @/. @2. Co>ordination in pro ess

    Sales Engineer Sales Engineer / Energy %udit9 Consultan y ell Energy %udit / Consultan y ell

    Preparation of all dra.ings in luding =3$ / =3Q & ot*er do uments/ designing of line si"es et . as per s ope of .or'. 6alidation / appro#al of all dra.ings in luding =3$ / =3Q & $r. Ra+es* Bul'arni ot*er do uments/ designing of line si"es et . as per s ope of .or' Su!mission of dra.ings in luding =3$ / =3Q et . to sales Energy %udit / Consultan y ell engineer in soft form on time to time !asis as per .or' exe ution s *edule

    Committed to deliver innovative energy solutions

    C & H SERVICES SBU

    Step No.
    %&. %'.

    Descr pt o!
    Getting final onfirmation on dra.ings and / or suggestions for modifi ations from lient Su!mission of final dra.ings .it* all ne essary do uments in *ard & soft format !ased on learan e from ustomer t*roug* sales engineer

    Respo!s " # t$
    Sales Engineer Energy %udit / Consultan y ell .ill su!mit do uments to sales engineer. Sales engineer .ill su!mit t*e same to lient

    Note: 1. Energy audit / consultancy cell should check our standard payment terms for consultancy jobs to vendors, at the time of order preparation 2. tandard !obili"ation time 1# days $%o raise &' on vendor ( )dvance ( *onsultant mobili"ation time or +', formalities, if re-uired.

    Committed to deliver innovative energy solutions

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