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PRACTICAL GUIDE

Preparing a Multi-Site Project Enquiry

Use this guide to collect information that supports enquiry review and quotation scope, not as operating instruction or final engineering selection.

Preparing a Multi-Site Project Enquiry

When information is tied to the correct asset, site and source, it is easier to separate confirmed facts from items that need review. Share what is genuinely known and leave uncertain fields clear instead of adding estimates that could affect the quotation scope.

01

Create a site-and-package matrix

Give every site a separate line showing country, city, address, facility type and contact, then link it to the assets, quantities, work scope and requested package. Use stable codes for sites and assets so attachments, questions and prices remain traceable. Separate project-wide requirements from items that apply to one location and do not repeat generic text where it hides an important difference. If a site's information is incomplete, show its status clearly and list what is needed to complete it. The matrix lets the proposal team see the full programme while preserving the boundaries of each location.

02

Clarify responsibilities and dependencies

Create a responsibility table showing what the customer provides, what is requested from the supplier and what another contractor or party performs at every site. Add preceding or following work on which the scope depends, such as site availability, an interface or document approval, as dependencies to be managed rather than completed facts. Identify the technical, commercial and change-approval contacts for each location and state whether approval is central or local. This prevents a decision for one site from being applied automatically to all others and makes the effect of scope or programme changes easier to understand.

03

Organise programme and documents

State target dates and requested phases for each site and whether the customer prefers sequential or parallel delivery, without presenting an initial schedule as a final commitment. Create a master project document list and separate site appendices, each with a revision, date and owner. When a specification or quantity changes, record the affected locations and do not overwrite earlier files without a trace. Keep one question register showing status, responsibility, response date and linked document. Revision control reduces differences in the pricing basis used by participants and highlights decisions required before quotation.

04

Define the required quotation format

State whether the customer wants one quotation with a site breakdown or separate quotations, and list the required currencies, delivery destinations and pricing basis exactly as requested. Ask for equipment, services, transport, installation, maintenance and options to be separated and for assumptions and exclusions to be shown by site. Where some packages are ready and others remain preliminary, allow staged submissions rather than delaying everything or pricing unknown gaps. Attach the customer's template when available and identify priorities. The fastest useful proposal is not necessarily the shortest; it is the one based on organised data, responsibilities and reviewable revisions.

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