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Site selection questionnaire

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This document tries to help the work of corporate site selection teams, looking for site for a new manufacturing facility.

This document tries to help the work of corporate site selection teams, looking for site for a new manufacturing facility.

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Site selection questionnaire Site selection questionnaire Document Transcript

  • Site Selection Questionnaire by Dr. Balazs Csorjan, Manufacturing Hungary Blog 2013 edition This  document  tries  to  help  the  work  of  corporate site selection teams, looking for site for a new manufacturing facility. The site selection or plant location process can be divided in two phases: ­  long  listing  phase:  all  the potential  10­20  locations  and  facilities  provides  information,  filling  out this questionnaire ­  short  listing  phase:  after  the due  diligence  of  long  listed  locations,  you  have  to select the most promising  4­8  sites,  and  visit it  personally. After the ranking,  you should present 2­3 sites to your board. This  questionnaire  is  based  on  a large international consulting company’s questionnaire, but  feel free  to  modify   and  fit  to  your  project’s  requirements.  It  was  developed  for  large­scale, complicated investments, so do not hesitate to delete the unnecessary rows and parts. Finally,  do  not  forget: finding a new location for your company, it’s not a science, so listen to your instincts. About us Manufacturing  Hungary  Blog  is  an  information source  about  the  production  and  manufacturing issues   in  Hungary,  including  its  legal  and  business environment,  infrastructure  and  labour  markets  etc. Our  goal  is  to  support  site  selection  team  member’s job, providing useful information. Dr.  Balazs  Csorjan,  investment  promotion  specialist at   M35  Business  Park,  Hungary.  As  the  former regional  director  of  Hungarian  governmental investment  promotion  agency,  Dr.  Csorjan  has taken part  in   more  hundred  site  selection  projects,  has managed   ~80  corporate  site  visits  in  Eastern Hungary  and  succeeded  more  than  a  dozen investments. p1 Project [cover name]
  • PROJECT [cover name] REQUEST FOR INFORMATION (RFI) [date] p2 Project [cover name]
  • I. PROJECT DESCRIPTION A. Overview B. Timing C. Site/Facility Requirements D. Utility Requirements E. Approximate Employment Estimate II. COUNTRY INFORMATION A. Project Support B. Business Environment C. Pre­ and Post­Construction Permitting D. Human Resources E. Transportation Infrastructure F. Customs and Taxes III. GENERAL SITE INFORMATION A. Site Information Data Request B. Maps and reports request p3 Project [cover name]
  • I. PROJECT DESCRIPTION A. Overview [Introduction,   main  goals,  operation,  instructions  etc  ­  the  background  information  you would like to share with stakeholders] p4 Project [cover name]
  • B.  Timing MILESTONE ESTIMATED DATE [date 1] [date 1 + 2­3 weeks] [date 1 + 5­6 weeks] [date 1 + 2 months] [date 1 + 3­6 months] Transmit RFI Receive location proposals Select investment areas for further analysis Conduct detailed due diligence Select Final Location  C. Site Requirements Site Requirements at Full Capacity Total Land Requirement Construction Surface Soil Load Bearing Capacity Building Foundation and Depth Requirements Preferred Water Table Depth Rail access Highway Access [your specifications] D. Utility Requirements Utility Requirements at Full Capacity ELECTRIC Demand (MW) Usage (MWh/year) NATURAL GAS Peak Demand (Nm3/h) Usage (Nm3/y) WATER Industrial Water Avg. Usage (m3/h) Industrial Water Est. consumption (m3/day) Drinking Water (m3/day) WASTE Industrial Waste Water (m3/day)  E Approximate Employment Estimate Employment Level  at Full Capacity Production Managers Staff Workers TOTAL p5 Project [cover name]
  • I. COUNTRY INFORMATION A. Project Support Primary Contact Information: ● name: ● title: ● organization: ● adress: ● country: ● phone: ● e­mail: B. Business Environment 1. The main industrial clusters in the region: 2. The top10 local employers in the region: company profile emloyement 3.  The  overall  quality  of  life and attractiveness  of  your area for this industry?  Please include any comparative data sources to support your answer: 4. Available incentives in the proposed area: p6 Project [cover name]
  • 5. Relevant environmental policies and protectionist groups may limit this activities: C. Pre­ and Post­construction permetting Please  describe the process and procedures behind permitting and approvals for investments  of this type.  Please include any relevant examples and timelines: D. Human Resources 1. The current population of primary city / labour draw area: 2. The highest educational achievement levels of the workforce (%) 3.   Major  universities  and  other  educational  institutions  in  the  region,  including  annual  number  of graduates each year 4. Proportion of the primary city/labour draw area speak English 5. The workforce size and trend for the primary city / labour draw area: 6. The unemployment rate and trend for the primary city / labour draw area: 7. Standard workweek (hours per week) in the country? 8. Regular shift patterns of manufacturing employees? 9. Number of holidays per year? 10. Would 24 hour 7 day per week operation be permitted? 11. How many man days have been lost due to industrial unrest p7 Project [cover name]
  • E. Transportation infrastructure 1.   Motorway   and  road  development  projects  in  the  country:  last  5 years  and  projections  for  the next 5 years: 2. Railway development projects: F. Customs and Taxes 1. Corporate income tax rate and how is it calculated? 2.   Employment  related  taxes:  social  contributions,  pension,  health  insurance  etc.  (payed  by employers and employees), how these are calculated? 3.   Country  customs  regime  for  components?  EU/US  customs  for  exporting  goods  from  the country? p8 Project [cover name]
  • III. GENERAL SITE INFORMATION A. Site Information Data Request PLEASE PROVIDE THE FOLLOWING INFORMATION FOR EACH SITE SUBMITTED SITE INFORMATION SITE NAME NEAREST CITY ADDRESS Ownership & Market Price Is the property available? Which acquisition conditions can be proposed (purchase, rent, loan etc.) What is the market land price? (Euro/ha) Other expenses necessary for acquisition (please specify) Please list property owner(s) Is the owner's property represented by a broker?  If yes, please provide contact information. Land Acquisition and Construction Procedures What is the typical negotiations timing to complete land contracts What are the procedures to complete the land contract? Is the site zoned for industrial use? If not what is the current classification? Describe necessary procedures to change the zoning to industrial Time necessary for such procedures Estimated cost to complete such procedures What are other procedures to get construction clearance Time necessary for such procedures? Estimated cost to complete such procedures? Are there any third party claims on the territory, if yes please clarify. Site Description p9 Project [cover name]
  • Size of proposed site (gross & usable acreage) Dimensions: length & depth (meters or feet) General shape of site Any height restrictions? (Yes/No, Describe) Existing structures on site?  (Yes/No, Describe) Any easements or impediments on site (e.g. high voltage lines, buildings, canals)? Topography (max grade variance (feet/meters)) Is site development and “shovel” ready? If not shovel ready, please estimate site preparation costs and timing Are there any residential areas within 1km radius from the site? (If Yes please describe) Compatibility Present use Prior use(s) Describe adjacent and surrounding uses and tenants Site Access Multiple existing access roads to site? (Yes/No, Describe, including distance to site if no direct access) Description of each road including type of surface, number of lanes, transport limitations in terms of weight, height, pressure, truck access, construction transport access, special daily or seasonal limitations. Rail access to site? (Yes/No, Describe including distance to site if no direct access) If direct rail access to the site is currently unavailable, could it be possibly constructed? What is the distance to a potential point of connection to the overall rail infrastructure? Nearest International standards highway access (name, distance) Nearest national/international commercial airport (name, distance) Nearest medium or large international hub airport (name, distance) Availability of public transport  to the proposed site (please describe) p10 Project [cover name]
  • ­ Bus ­ Tram/Subway ­ Train UTILITIES Electric Power Electric Supplier(s) Electric Power service to site (Yes/No) Line size (kV) Short term (2008) available capacity to site Medium term (2009/10) available capacity to site Long term (2011/12) available capacity to site Distance to substation Is the substation dedicated to this site? (Yes/No) Is dual circuit service possible? (Yes/No) Provide a history of outages on this line Provide a map that clearly shows the electric infrastructure of the site and adjacent area Electricity cost (per kWh) Please provide a copy of applicable tariffs Demand Charges (Euro/kW) Additional charges (other fees/charges) Describe any infrastructure upgrades required to meet the above requirements. Include the proposed time and costs to complete the upgrades. Have upgrade feasibility studies been conducted? What are the line extension requirements? Is there a requirement for construction of an additional substation? Water Water Supplier(s) (include name(s) and contact phone number(s)) Water line existing to site? (Yes/No) Line size & pressure (inches/mm bar/psi) Available capacity to site Water source and location (e.g. aquifer, well, river) Ownership of water rights (evidence of ownership, timing and requirements for p11 Project [cover name]
  • transfer of rights), if applicable Please describe water composition and provide an analysis of water quality Please provide map that shows the water infrastructure at the site and surrounding area Water cost Other Charges Describe any infrastructure upgrades required to meet the above requirements. Include the proposed time and costs to complete the upgrades. Have upgrade feasibility studies been conducted? What are the line extension requirements? What is the timing and requirements for transfer of water rights? Are there any additional requirements? Natural Gas Gas Supplier(s) (include name(s) and contact phone number(s)) Gas line existing to site? (Yes/No) Line size & pressure Available capacity to site Location of nearest transmission line (or next largest distribution line) Please provide map that shows the location of gas infrastructure at the site and surrounding area Gas cost (per mmBTU or m3) Please provide a copy of applicable tariffs Other Charges Describe any infrastructure upgrades required to meet the above requirements. Include the proposed time and costs to complete the upgrades. Have upgrade feasibility studies been conducted? What are the line extension requirements? Are there any additional requirements? Are alternate fuels (fuel oil) available? Waste Water Service Provider(s) (include name(s) and contact phone number(s)) p12 Project [cover name]
  • Waste water line existing to site (Yes/No) Line size (inches/mm bar/psi) Name & location of waste water treatment facility Capacity of existing treatment facility Excess capacity of existing treatment facility Anticipated time when discharge is anticipated to exceed existing design capacity Waste control and handling procedures Please provide map that shows the waste water infrastructure at the site and surrounding area Discharge limits (m3 or 1,000 gallons) Waste water discharge cost (per gallon) *Please provide allowable limits and thresholds for sanitary & process wastes. *Please provide schedule of surcharges associated with exceeding above limits. Planned improvements to treatment facility (costs & timing) B. Maps and Reports Request Please enclose the following maps and reports, noting the location of the site as applicable. ● ● ● ● ● ● ● ● ● ● ● ● Local area map with the potential site(s) marked, including topography (please include scale/legend) Site map clearly showing site boundaries (please include scale/legend) Aerial photographs Map noting accessibility to highways and commercial airport Maps and documentation detailing seismic, flood, and hurricane risk specific to the site and unique permitting or other requirements with relation to the risk Flood plain map and wetlands information with the potential site(s) identified Water chemistry report for water provided to the site Copy of water report noting that the source is held to cleanliness and safe drinking water standards Utility map showing existing electrical, natural gas, water, sewer, and telecom infrastructure to the site (please include scale/legend) Copy of the electrical outage report for the last 3 years or list all outages including time down, date, and cause of interruption Copies of any geotechnical, archeological, and environmental studies that have been done for the site and/or immediate surrounding areas Copies of soil­bearing capacity measurements completed on­site or in the immediate surrounding areas p13 Project [cover name]