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LINDE PROCESS PLANTS, INC.
Page 1 of 2 Job Description - Proposal Manager Revised: 09/06/2009
Job Description – Proposal Manager
1.0 Purpose:
Job Descriptions are part of Company Quality Policies and Procedures.
This standard defines the tasks and responsibilities of Proposal Manager. The
standard is valid for all employees performing in this role.
2.0 General:
The Proposal Manager is responsible for the preparation of all assigned proposals,
from concept through presentation to the customer. The proposal shall meet the
requirements of the customer and clearly define the scope of work and services to
both the client and the internal execution group. The Proposal shall be prepared in
a timely manner to comply with internal review requirements and customer
requirements.
3.0 Tasks and Responsibilities:
The Proposal Manager shall be responsible for, but not limited to, the following:
• Work with the Business Unit Manager and Account Manager to prepare a
proposal plan that meets the objectives of the proposal budget and timeline.
• Review the inquiry documents for special requirements.
• Distribute inquiry documents to others involved in the proposal and estimate
preparation as required.
• Obtain assistance from other departments (Engineering, Estimating, Contract
Administration, Construction, etc.) as required to prepare the proposal.
• Primary responsibility for preparation/review of the proposal write-ups.
• Prepare initial assessment of the technical, financial, schedule or any other
unusual risks associated with a proposal.
• Clearly define the Scope of Work and Services offered to the Customer and
identify any clarifications or exceptions to the Customer’s inquiry.
• Maintain knowledge of approved company vendors, estimating methods as well
as project execution procedures.
• Obtain feed back from projects for “lessons learned” to incorporate in future
proposals.
• Prepare and lead the Proposal Turnover meeting with supporting documentation.
• Conform the Cost Book for all successful Proposals.
4.0 Education and Experience Required:
• B.S. Engineering degree or equivalent work experience.
• Five years of industry experience with a minimum of three years in project
engineering/ project management or process engineering.
• Working knowledge and experience with preparation of budgets, schedules and
cost estimates.
Page 2 of 2 Job Description - Proposal Manager Revised: 09/06/2009
5.0 Skills Required:
• Organizational skills and time management.
• Effective communications skills both written and verbal for interface with Clients
and co-workers.
• Able to work in a team environment (Engineering, Purchasing, Estimating,
Construction, etc.).
• Effective computer skills: Microsoft Office Software, Lotus Notes, and other
Company and discipline specific software applications. Excel skills required.
6.0 Travel Percentage:
• Minimal, 10%.
7.0 Physical Requirements:
• While performing the duties of this job, the employee is regularly required to
talk or hear. The employee frequently is required to sit. The employee is
occasionally required to stand; walk; use hands to finger, handle or feel; reach
with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The
employee must frequently lift and/or move up to 10 pounds and occasionally lift
and or move up to 40 pounds. Specific vision abilities required by this job
include close vision, color vision, and ability to adjust focus.
8.0 Department:
• Proposal Development
9.0 Reports To:
• Vice President – Technology and Sales
10.0 FLSA Status:
• Exempt
11.0 Direct Reports:
• None
12.0 Salary Grade:
• Range: Based on experience and skill level: 10-13
13.0 Approval:
• Manager: Date:
• Employee: Date:

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Lpp 0274

  • 1. LINDE PROCESS PLANTS, INC. Page 1 of 2 Job Description - Proposal Manager Revised: 09/06/2009 Job Description – Proposal Manager 1.0 Purpose: Job Descriptions are part of Company Quality Policies and Procedures. This standard defines the tasks and responsibilities of Proposal Manager. The standard is valid for all employees performing in this role. 2.0 General: The Proposal Manager is responsible for the preparation of all assigned proposals, from concept through presentation to the customer. The proposal shall meet the requirements of the customer and clearly define the scope of work and services to both the client and the internal execution group. The Proposal shall be prepared in a timely manner to comply with internal review requirements and customer requirements. 3.0 Tasks and Responsibilities: The Proposal Manager shall be responsible for, but not limited to, the following: • Work with the Business Unit Manager and Account Manager to prepare a proposal plan that meets the objectives of the proposal budget and timeline. • Review the inquiry documents for special requirements. • Distribute inquiry documents to others involved in the proposal and estimate preparation as required. • Obtain assistance from other departments (Engineering, Estimating, Contract Administration, Construction, etc.) as required to prepare the proposal. • Primary responsibility for preparation/review of the proposal write-ups. • Prepare initial assessment of the technical, financial, schedule or any other unusual risks associated with a proposal. • Clearly define the Scope of Work and Services offered to the Customer and identify any clarifications or exceptions to the Customer’s inquiry. • Maintain knowledge of approved company vendors, estimating methods as well as project execution procedures. • Obtain feed back from projects for “lessons learned” to incorporate in future proposals. • Prepare and lead the Proposal Turnover meeting with supporting documentation. • Conform the Cost Book for all successful Proposals. 4.0 Education and Experience Required: • B.S. Engineering degree or equivalent work experience. • Five years of industry experience with a minimum of three years in project engineering/ project management or process engineering. • Working knowledge and experience with preparation of budgets, schedules and cost estimates.
  • 2. Page 2 of 2 Job Description - Proposal Manager Revised: 09/06/2009 5.0 Skills Required: • Organizational skills and time management. • Effective communications skills both written and verbal for interface with Clients and co-workers. • Able to work in a team environment (Engineering, Purchasing, Estimating, Construction, etc.). • Effective computer skills: Microsoft Office Software, Lotus Notes, and other Company and discipline specific software applications. Excel skills required. 6.0 Travel Percentage: • Minimal, 10%. 7.0 Physical Requirements: • While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to sit. The employee is occasionally required to stand; walk; use hands to finger, handle or feel; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and or move up to 40 pounds. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. 8.0 Department: • Proposal Development 9.0 Reports To: • Vice President – Technology and Sales 10.0 FLSA Status: • Exempt 11.0 Direct Reports: • None 12.0 Salary Grade: • Range: Based on experience and skill level: 10-13 13.0 Approval: • Manager: Date: • Employee: Date: