Kategorier: Alle - functions - roles - contract - opportunity

av OLIVIER Clément 1 år siden

107

Opportunity

The text outlines various categories and details pertinent to managing contacts and opportunities within a business context. It starts with roles of contacts, emphasizing that certain roles are not mandatory in Salesforce, and lists a variety of professional roles like Civil Engineer, Designer, and Project Manager.

Opportunity

Contacts

Supporting role
Secondary decision maker
Key decision maker
Does not matter

Contact Function

Technician
Superintendant
Sales
Project Manager
Procurement
Principal/Executive
Operations
Marketing/BD
Intercompany
Inspector
Geotechnical Engineer
Geologist
Engineer - Other
Designer
Civil Engineer
Attorney
Architect
Accountant

Contact Source

Webinar
Sales call / Presentationaire
Sujet secondaire
Referral
Referral/Established Contact
Project Site
Professional Association
Past Customer
Meeting
Magazine Inquiry
LinkedIn Sales Navigator
Job Contact
General Inquiry
Friend/Relative
Event
Established Contact
Congress
Conference
Cold Call
Repeat Customer
Campaign
Business Card
Bid/Prospect contact
Attendance list
Advertisement

Accounts

Role

Sub contractor
Bidding Contractor
Planner
Owner
Final client
Project manager
Geotechnical engineer
Structural Engineer
Environmental Engineer
Engineer / Architect
Engineer
Supplier
Foundation Contractor
Main contractor
Earthwork Contractor
Developer
Co-contractor
Consultant
Competitor
Direct client
Checker
Partner

Industry of the customer

Not yet reviewed - not mandatory in Salesforce
Transport and storage
Health and social services
Water production and distribution
Electricity, gas, vapour and CA production and distribution
Information and communication
Extractive industry
Manufacturing industry
Accomodation and catering
Education
Construction
Business
Other services
Other
Art, entertainment and recreational activities
Agriculture, sylviculture and fishing
Public administration
Specialised, scientific and technical activities
Real estate activity
Finance and insurance activity
Extraterritorial activities
Household activities as employers
Administration and support service activities

Nature of the customer

PUBLIC
PUBLIC : Regional councils
PUBLIC : Public social housing organisations
PUBLIC : State/Ministries
PUBLIC : Governmental/paragovernmental company
PUBLIC : Local councils
PUBLIC : Municipalities, inter municipal grouping
PUBLIC : Regional authorities, municipality, regional grouping
PUBLIC : Other
PRIVATE
PRIVATE : Real estate developer
PRIVATE : Private Council housing
PRIVATE : Private Service providers and investors
PRIVATE : Dealers
PRIVATE : Insurance and experts
PRIVATE : Associations and private individuals
PRIVATE : Other
PRIVATE : Other construction companies
PRIVATE : Industrial and commercial private companies

Opportunity

Consultation mode

Specifies the method of consultation with the customer
Mutual agreement or free agreement ?
Restricted call for tenders
Open call for tenders

Open call for tenders >> anyone can respond

Restricted call for tenders >> there is a short list

Free agreement >>




Gré à gré >> free - agreement between the 2 parties

Negotiated contract >> special case - exceptional circumstances (e.g. following an unsuccessful tender) - negotiated contract >> negotiation of terms with 1 or more operators

Type of contract

Works
Supply
Studies
Services
Separate allotments
General policy holder
Conception-construction

Economic Sector

Water and sewerage
Waste (solid)
Transport - Road
Transport - Rail
Transport - Maritime and fluvial
Transport - Aviation
Trade - e-commerce
Trade - Commerce / retail
Services - Sport, leisure & culture
Services - Religious
Services - IT and communications
Services - Hospitality
Services - Education
Services - Business/Finance/Law
Services - Administration and Governance
Raw material - Mine and Quarries
Raw material - Agriculture
Military - Defense
Logistics
Industry and manufacturing
Environment - Waste (solid)
Environment - Natural Hazard
Energy - Renewable
Energy - Power
Energy - Oil and Gas
Energy - Nuclear Power
Energy - Hydro Power

Final Client

Offer

Direct Client

Type de structure

Monuments - Heritage buildings
Water engineering Structures
Other (Water Eng Struc)
Water pipes
Wastewater treatment plants
Tanks
Penstock
Tunnels and underground structures
Other (Tunnels and Underg Struc)
Underground tunnels
Road tunnels
Rail tunnels
Culverts
Non Industrial Buildings
Swimming pools
Sports, leisure and culture
Schools
Retail/Shopping buildings
Residential Houses
Residential buildings
Public/Administration buildings
Other (Non Ind Buildings)
Offices
Housing
High-rise blocks
Health/Medico-social institutions
Car parks
Marine and river structures
Other (Marine Struct)
Dams
Terminal/Berth/Quays
Locks
Jettiers/piers
Dykes
Dry docks
Canals
Industrial Buildings
Other (Ind Buildings)
Silos
Plant / Factory
Mines and quarries
Cooling towers
Cement plant
Energy & Power Structures
Thermale
Other (Energy & Power Structures)
Onshore wind turbine
Oil & Gas
Offshore wind turbine
Nuclear energy
Bridges & Roads
Other (Bridges)
Viaducts & Non cable bridge
Suspension Bridge
Steel Truss Bridge
Marine bridge
Stay Cable Bridge
Rataining walls (Bridges)
Railways Bridge
Footbridge
Arch Bridge

Expertises

New build
Steel construction
Civil Engineering and Reinforced Concrete
UHPC and 3dPrint
Precast UHPC
UHPC-S Shotcrete
Cast UHPC
3dPrint Structural
3dPrint ArchiProduct
Miscellaneous special works
Solar Panel recladding (PVIB)
Treatment of water ingress
Concrete cutting and drilling
Deconstruction and demolition
Hydrodemolition
Conservatory/safety measures
Monitoring
Diagnosis and Inspection
Investigation
Deconstruction and asbestos removal
Treatment of lead
Asbestos removal under section III in fixed unit
Asbestos removal under section III of radiated materials
Asbestos removal under section III in occupied site
Asbestos removal under section III
Work in sub-section IV
Construction Methods
Precast segmental bridge - Span by span
Incremental launching
Cast in place cantilever bridges
Precast segmental cantilever bridge
Waterproofing geomembranes
External water stops
exposed drained geomembranes
Covered geomembranes
Heavy Lifting / Handling / Shoring
Translation and rotation
Shoring
Heavy lifting
Autofoncage - Autoripage
Sliding
Jacking
Underpinning and stabilization
Propping & Jacking
Underpinning
Soil stabilization
Geotechnics
Supply of geotechnical products
Grout injection
Resin injection
Micropiles
Passive anchors
Active tie rods
Protection of Reinforcing bars
Cathodic protection of steel
Corrosion inhibitors
Electrochemical cure
Galvanic Anodes Cathodic Protection
Impressed current cathodic protection
Structural strengthening
Glued laminated timber structures
Solid wood frames
Masonry
Additional prestressing / External PT
Composite reinforcement
Reinforced concrete
Shotcrete
Metal reinforcements
Steel structure repairs
Concrete repair and protection
Concrete repair and levelling
Crack repair
Concrete protection and coating
Seismic Protection
Earthquake Protection Devices Maintenance
Shock transmission units
Dampers
Base isolators
Expansion Joints
Expansion Joints Replacement
Carparks & building joints
Transpec seals (barrier)
Railway Joint
Bitumen joints
Mechanical joints >150mm
Mechanical joints from 50 to 150mm
Mechanical joints 50mm
Road joints
Bearings
Bearing replacement
Special bearings
Spherical bearings
Pot bearings
Elastomeric bearings
Cable systems
Suspension Bridge Cable maintenance
Stay Cables maintenance
Temporary Cable system
Extradossed Cables
Suspension Cables and Hangers
Stay Cables
Post-Tensioning systems
Supply of Freyssibars
Prestressing Cable maintenance
PT Bar System
PT Strand System

Joint arrangement type

Specifies the type of alliance that may be formed to carry out the project
Incorporated Joint Venture

Type de joint venture dans laquelle les membres décident de créer une entité juridique distincte en vue de réaliser un projet. La joint venture incorporée implique la création d’une entité juridique qui doit être enregistrée, avoir une dénomination sociale, un siège social et généralement un capital social.

Non incorporated Joint Venture

A legal entity without legal personality created by several companies that decide to carry out a project together as part of an integrated organisation. This is the case of the "société en participation" in France, temporary joint ventures in some African countries and unincorporated JVs in Turkey, Vietnam, Australia and the UK.


Consortium

When a contract is awarded to several co-contracting companies, we speak of a consortium or temporary grouping of companies. A consortium is generally chosen when the scope of the work can be divided into lots, each lot being awarded to one of the contractors. The consortium must be governed by an agreement signed by the members before the tender is submitted.

Payment type

Specifies the type of contract price
Target Price (pain/gain)
Costs+Fees
Mix
Bill of quantities

BQ or BoQ :

BQ - A quantified and completed list of works describing the full requirements in the drawings and specifications.

BQ – Quantities form part of the Contract.

BQ - Take longer preparation time for all consultants (require less design by contractor)

Lump Sum

A lump-sum contract is generally accompanied by a SoR - Schedule of Rates. 

A schedule used for tendering where exact quantities are unknown or in a lump sum contract for the pricing of variations (where it is sometimes known as a Bill of Quantities). The tenderer gives a unit price for each item of work to be done, as described in the schedule. The unit price is then later multiplied by the actual quantity of such item determined by the remeasurement.



SoR - A schedule listing the works with the rates to provide a list of rates for the valuation of variations purpose.

SoR – The Quantities do not form part of the Contract.

SoR - Usually based on drawing not fully detailed and require shorter preparation time (require more design by contractor)


Type of work

Specifies whether the case concerns the new or repair market
Deconstruction

Need to have proper definition (hydro-demoliton ? abstesos removal... )?

Maintenance
Repair
New

Mode of operation

Specifies the type and framework of Freyssinet in the project
Engineering
EPC / Design & Execution
Service / Supply
Technical Assistance
Works - Subcontracting
Works - General Contractor

Project type

Identifies whether the offer concerned is in a public or private field
Public
Private