Toolbox Rev 04 TOOLBOX OVERVIEW

signed contract or Status: 2017-04-01

management
decision; sales
certificate of PC last payment received
final account agreed & invoiced snagging-list signed-off
start of guarantee /defects completion certificate by client
liability period

Project SALES OVERLAP Practical Project

initiated (Handover) Completion completed

PROJECT START & POST

TENDER DEVELOPMENT PREPARATION OF TENDER TENDER TRACKING PROJECT EXECUTION PROJECT CLOSEOUT
PLANNING COMPLETION

All Project start agreement - SF

Sales Database (Cloud, Potential, Budget, Proposal, Evaluation, Negotiation) - DB Customer Reference - T
Sales Strategy- SF Project Pictures for References - T
Tender & Marketing Documents - T
PAB.PAB - opportunity management - SF
Requirements-Matrix (Requirment Engineering) - SF
Project Specification (incl. Calc as sold, risk analysis - analog OR09) - SF
SALES
Sales Reporting - T
Travel Report - T
Sales handover protocol - CL
Customer Satisfaction Analysis
Contract Negotioation - T
Lessons learnt workshop - SF

Org chart - T
Master schedule (Program) - T
Filing structure - CL
Forecast (SAP) -SF --> Forecast (SAP) -SF Final cost analysis - SF

PROJECT Consolidated calculation - CL

MANAGEMENT Project Report - SF
Communication plan (int/ext)- T
Approval plan (ext/int) - T
Task split - T
Stakeholder analysis - T
Cooperative phase planning - T
Correspondence List - T
--> Project Report - SF Lessons learnt workshop - SF
PPC Activity List - T Project final analysis - T
Claim management - T
Progress report to client - T Post completion handover - CL
Service handover protocol - SF

Contract Checklist - SF

Variation schedule to client incl. Breakdown - T

Internal rolling account schedule - T

COMMERCIAL
MANAGEMENT Cash-flow forecast - T monthly Cash-flow forecast - T
Hedging schedule - T
TAX - HR issues - CL
Payment schedule - T

Design schedule / program - T

Work Package - Design Hour Management - T Final design-cost analysis - T
Management of external design partners
RFI schedule (to client) - T
Requirements Matrix (incl. Change Tracking List) - SF
Environmental Design - SF
DESIGN
Design review - SF
FMEA analysis - SF

Docuement schedule - SF
QA - Calculation - CL
QA - Drawings - CL
Conformity assesment+CE-marking tags - T

Procurement concept - CL
Procurement plan - T
Delivery List - T
Supplier bonds - T
Supplier qualification / approval - questionaire - SF Supplier evaluation - T
Request for Tender - T
Standard contract - T
PROCUREMENT Price comparison sheet - T
Logistic concept - T Delivery Documents (incl. Delivery Note, Collilist, Proforma Invoice) - T
Fabrication Supervision concept - T NCR report - SF
Fabrication supervision report - T
Notice of defects schedule - T
Defect notifications / claim - T
Subcontractor payment application - T
Rolling account suppliers - T Final Account Statement - T

General Method Statement / Construction proposal - T General Method Statement / Construction proposal - T
List of Attendances - T Environmental Planing Check List - CL
Installation calculation (quotation) - SF Installation schedule / program "Control room" output - T
List of Drawings Specification of steel/facade installation - inquiry document - T
Site - safety documents [E] - T
Daily Report - T
Site Progress Report - T

INSTALLATION NCR schedule - SF

NCR report - SF
Daywork Schedule / Time Sheet subcontractor sign-off - T
Petty cash - T
Protocol of subcontractor meeting - site - T
Hand Over sheets / SIR - T
Snagging list - T
Site - quality documents [D] - T

PQP (Project Quality Plan) - T

QUALITY
8D-Report - SF
ASSURANCE
Inspection & Test Plan - T

Problem solving tool Ishikawa - T

Problem Solving tool 5Why - QT
GENERAL Problem solving tool Morphologic Box - T
CIP Submission sheet - SF
Office Templates - T

KEY:
MANDATORY=
Tools have to be applied regardless of the complexity and size of the project

OPTIONAL=
to be agreed at the start of the project ('Project Start Agreement') if the tool has to be used

HARD TOOL=
layout and format of the tool must not be changed

CL Checklist
T Template
SF Standard Form

Update: M. Kiesling toolbox_overview_rev4.0 ; SF Date: 05.04.2017

Approved: S. Fröschl, 01.04.2017 Version: 4.0 Page 1/1