Case study-Multiple categories sourcing project review

Case Study: Multiple Categories Sourcing
Project Review, Shanghai, Oct. 25th 2013
Dragon Sourcing - 龙
源Your Tailored Sourcing Approach to LCC Sourcing

Time schedule for all categories
-The time schedule is finalized according to the last conference call on 30-Sep.
Today
Process before
audit
Finalized audit
week
National Holiday
2© 2013 Dragon Sourcing. All rights reserved.
No. Category 22-Jul 29-Jul 5-Aug 12-Aug 19-Aug 26-Aug 2-Sep 9-Sep 16-Sep 23-Sep 30-Sep 7-Oct 14-Oct 21-Oct 28-Oct 4-Nov 11-Nov 18-Nov 25-Nov 2-Dec 9-Dec
1 Engineering
service
W1 W2 W3 W4 W5 W6 W7 W8
2 Construction
service
W1 W2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18 W19
3 Pipelines W1 W2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15
4 Tank W1 W2 W3 W4 W5 W6 W7 W8 W9 W10 W11
5 Automation W1 W2 W3 W4 W5 W6 W7 W8 W9 W10 W11
6 Utilities-
Electrical parts
W1 W2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17
Utilities-
Mechanical parts
W1 W2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14
7 Part of production
line
W1 W2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12

Introduction of DS team for this project
Vivian Xu
client Account Manager
In charge of construction service
and part of production line
Richard Laub DS CEO
Olivier Levy
DS Managing Director
Vivian Xu
Cardboard Packaging Capex
Sara Deng Category
Buying Engineering
Vivian Xu
Burke Gu Buying
Analyst
William Gu Category
Buying Engineer
In charge of utilities mechanical,
electrical and automation
In charge of pipelines and
tank

Agenda
1. Engineering service- Finished
2. Construction service- On going
3. Pipelines- On going
4. Tank- On going
5. Automation- On going
6. Utilities- On going
7. Part of production line-On going

Steps Approach
W1 W2 W3 W4 W5 W6 W7 W8
22-Jul 29-Jul 5-Aug 12-Aug 19-Aug 26-Aug 2-Sep 9-Sep
1 Collect detailed technical information
2 Identify list of potential suppliers in China to include in the RFI process
3
Develop the RFI – jointly with client – to include all key supplier qualification
criteria (e.g.: financial, related experience , company certificate, CV of the
main persons of the project)
4
Administration and chasing for completion of an NDA with suppliers that have
been preselected
5 Administer the RFI process to ensure as high a return rate as
6
Analyze responses based on qualitative criteria and using a balance score
card and recommend suppliers which client needs to take through a formal
qualification process
7
Carry out interview with pre-selected suppliers. 3 options exist:
•Option 1: Dragon Sourcing carries out qualification interview
•Option 2: client carries out qualification interview
•Option 3: Dragon Sourcing carries out initial qualification process followed by
client interview with suppliers recommended by Dragon Sourcing
8 Support contract negotiations between client and qualified suppliers
Time schedule for engineering service
-The whole process is on schedule, 6 suppliers visited by client with DS
MilestonesAudit weekProcess before audit5
Today
© 2013 Dragon Sourcing. All rights reserved.

Indentified suppliers’ status for engineering service
6 suppliers were visited from Sep.4th to Sep.11th
Supplier
indentified
RFI sent
Intend to
respond
RFI
received
Selected
for
interview
Negotiate
contract
NDA sent
Number of suppliers initially identified
25
Number of suppliers NDA sent
25
Number of supplier decline to sign
8
Number of suppliers intend to sign
0
Number of suppliers signed
15
Number of suppliers RFI sent
15
Number of suppliers internal checking
2
-2 suppliers don’t agree
the items in the NDA
-2 supplier think the
NDA is too complicated,
-4 suppliers give up the
project finally
Number of suppliers intend to respond
14
Number of suppliers RFI received
14
Number of suppliers decline to respond
1
Number of suppliers strong recommend to interview
4
Number of suppliers can be interviewed
6
Number of suppliers finally select to interview
6

Score card analysis for engineering service company after adjusted by client
Average 67
5 suppliers client already
interviewed before the
project
6 suppliers client
visited with DS
# Country Supplier
Name
Company
Background
Project
related
Company
Qualification
Cooperation Total Rank by
client
adjusted
score card
Rank by
original
score card
30% 40% 20% 10% max score
100
1 Local Supplier 1 30 39 17 10 96 1 1
2 Foreign Suppleir 2 29 37 15 10 91 2 2
3 Local Suppleir 3 22 36 14 10 82 3 3
13 Local Suppleir 13 26 20 13 7 65 10 8
15 Local Suppleir 15 19 27 3 7 56 12 12
17 Local Suppleir 17 19 21 7 4 50 14 14
18 Local Suppleir 18 15 13 8 7 42 15 15

Audit results for 6 engineering service suppliers
Date Time Supplier to be
visited
Agenda Recommended level after
audit
Attendee
4-Sep-13 Morning xxx (Rank
No.8)
Visit project site XXX
Afternoon Visit supplier office and do interview
No.10)
Visit supplier office and do interview
Afternoon Visit project site
6-Sep-13 Morning xxx
(Rank No.5)
Afternoon Visit project site
No.13)
Visit supplier office and do interview XXX
Afternoon
Visit project site
No.14)
Visit supplier office and do interview XXX
Afternoon Visit project site)
11-Sep-13 Morning xxx
(Rank No.1)
Visit project site
Afternoon

Immediate next steps
Actions
Responsible Deadline Remarks
1. client will inform DS the audit results for the
engineering service and DS will prepare thank
you lettter to the suppliers who have not been
selected
client/DS 11-
Oct

Agenda
4. Tank- On going

Steps Approach
W1 W2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18 W19 W20
22- 29- 5- 12- 19- 26- 2- 9- 16- 23- 30-
Jul Jul Aug Aug Aug Aug Sep Sep Sep Sep Sep
7-Oct
14- 21- 28-
Oct Oct Oct
4-Nov
11- 18- 25-
Nov Nov
Nov
2-Dec
N
a
t i
o
n
a
l
H
o
l i
d
a
y
2
Identify list of potential suppliers around
Shanghai to include in the RFI process
3
Develop the RFI – jointly with client – to include all
key supplier qualification criteria (e.g.: financial,
related experience , company certificate, CV of the
main persons of the project)
4
Administration and chasing for completion of
an NDA with suppliers that have been
preselected
5
Administer the RFI process to ensure as high
a return rate as
6
Analyze responses based on qualitative criteria
and using a balance score card and
recommend suppliers which client needs to take
through a formal qualification process
7
Carry out interview with pre-selected suppliers.
3 options exist:
•Option 1: Dragon Sourcing carries out
qualification interview
•Option 2: client carries out qualification interview
•Option 3: Dragon Sourcing carries out initial
qualification process followed by client interview
with suppliers recommended by Dragon Sourcing
Time schedule for construction service
-Next week we will contact the supplier who declined the project before due to the
location problem and continue the RFI administration and NDA process
Toda
yProcess before audit Original audit week MilestonesDays base approach11© 2013 Dragon Sourcing. All rights reserved.

Indentified suppliers’ status for construction service
-6 RFIs are received so far including 2 EPCM company xxx and xxx
Construction company: 34
Number of suppliers NDA sent
13
Number of suppliers pending to sent NDA
6
Number of suppliers decline the project
15
Number of suppliers signed
6
Number of suppliers intend to sign
0
Number of suppliers internal checking
1
Number of supplier decline to sign
6
Supplier
indentified
RFI sent
Intend to
respond
RFI
received
Selected
for
interview
Negotiate
contract
NDA sent
EOCM company: 17
Number of suppliers RFI sent
6
Number of suppliers RFI intend to respond
5
5
2 (xxx , xxx)
Number of suppliers RFI not intend to respond
1
Remark:
Double check with these supplier if they
are interested in the project

Score card analysis for construction service company
-7 suppliers’ RFI are analyzed by score card, the average score is 76 points, 3
suppliers’ score are over 80 points, 1 supplier’s score is over 90 points
Remark:
Supplier No.5 and
No.6 are EPCM
companies
Average 76
92
84 83 81
66 66
58
100
90
80
70
60
50
40
30
20
10
0
Cooperation
Company
Qualification
Project related
Company
Background
Total
# Country Supplier Name Company
Background
Project
related
Company
Qualification
Cooperation Total Rank by
score card
30% 40% 20% 10% max score 100
1 Local Supplier 1 28 36 18 10 92 1
2 Local Supplier 2 26 33 18 7 84 2
3 Local Supplier 3 20 34 20 9 83 3
4 Local Supplier 4 20 36 18 7 81 4
5 Local Supplier 5 19 25 13 10 66 5
6 foreign Supplier 6 16 24 16 10 66 5
7 Local Supplier 7 23 16 12 7 58 7

Suppliers recommend to interview according to the score card and filled RFI
- 4 suppliers are recommended to the interview stage
Country Supplier
name
City Province Score card
ranking
Strength weakness
China Xxx Shanghai Shanghai 1 -Good company capability
-Big construction group in China
-Has a lot of experience in food industry
-Full certificate
-Has experience in Hangzhou
but not in Xiaoshan
China xxx Hangzhou Zhejiang 2 -Good company capability
-Big construction group in China
-Full certificate
-English skill is not good
China xxx Qidong Jiangsu 3 -Acceptable company capability
-Full certificate
-Good English skill
-Middle size construction
company
China xxx Shanghai Shanghai 4 -Acceptable company back ground
-Full certificate
-English skill is not good
-Middle size construction
company

Immediate next steps
Actions
1. Re-contact the suppliers reject the project before
and collect NDA and RFI
DS 14-Nov
2. RFI analysis and recommend suppliers for audit DS 22-Nov
3. Finalize suppliers for aduit client/DS 25-Nov

Agenda
4. Tank- On going

Demand analysis
Tube TT straight length 4m / DN 65 Tube TT curve 90° / DN 65 Tube TT tee standard / DN 65
Material: AISI 304, Weight: 56.95kg, Quantity: 800m Material: AISI 304, Weight: 12.67kg, Quantity: 300pcs Material: AISI 304, Weight: 18.41kg,Quantity: 150pcs
Tube TT straight length 4m / DN 150 Tube TT curve 90° / DN 150 Tube TT tee standard / DN 150b
Material: AISI 304, Weight: 27.57kg, Quantity: 800m Material: AISI 304, Weight: 34.18kg, Quantity: 300pcs Material: AISI 304, Weight: 48.38kg, Quantity: 150pcs

Steps Approach
W1 W2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15
12-Aug 19-Aug 26-Aug 2-Sep 9-Sep 16-Sep 23-Sep 30-Sep 7-Oct 14-Oct 21-Oct 28-Oct 4-Nov 11-Nov 18-Nov
N
a
t i
o
n
a
l
H
o
l i
d
a
y
2
Identify list of potential suppliers in China to pre-
screening process
3
Carry out a phone pre-screening of the suppliers
based on (1) maximum 4-5 screening criteria per
category with these criteria to be provided by client
4
Develop the RFI-RFQ – jointly with client– to
include all key supplier qualification criteria
5
Administer the RFI process to ensure as high a
return rate as possible
6
Analyze RFI responses by score card and
recommend suppliers which client needs to the
RFQ process
7 Administrate RFQ and NDA process
8
Analyze RFQ responses by score card and
recommend suppliers with client for audit
9
Carry out audits with pre-selected suppliers. 3
options exist:
Option 1: Dragon Sourcing carries out qualification
audits
Option 2: client carries out qualification audits
Option 3: Dragon Sourcing carries out initial
qualification process followed by client audit with
suppliers recommended by Dragon Sourcing
Time schedule for pipelines
Next week we will push the suppliers who haven’t replied the RFI and provide the RFI analysis
result by score card
TodaProcess before audit 18 Original audit week MilestonesCurrent audit week© 2013 Dragon Sourcing. All rights reserved.

Status of identified suppliers for pipelines
-284 supplier identified initially, 90/284 suppliers go to pre-screening process, 36/90
suppliers who meet all criteria go to the RFI process, 14/36 suppliers have replied RFI
284
Supplier
indentified
RFI sent
NDA sent
RFQ
sent
Selected for
audit
Selected for
sample
Negotiate
contract
Telphone
screening
No. of suppliers successfully contacted
265
No. of suppliers unsuccessfully contacted
19
No. of suppliers not contacted yet
0
No. of suppliers go to pre-screening
90
No. of suppliers declined the project
169
No. of suppliers need to double check
6
No. of suppliers RFI sent
36
No. of suppliers intend to respond
36
No. of suppliers not intend to respond
0
No. of suppliers need to further contact
0
No. of suppliers RFI received by DS
14
No. of suppliers RFI pending to receive
22

Next Steps
Below are the proposed next steps with responsibilities and deadlines according to the schedule.
The deadlines need to be adjusted to take into account the client availability.
Actions
1. Analyze RFI result and recommend suppliers for
RFQ process and NDA process
DS 31-Oct
2. Administrate RFQ and NDA process DS 11-Nov
3. Analyze RFQ result and recommend suppliers for
audit
DS 15-Nov

Agenda
4. Tank- On going

Demand analysis
Vessel 6.25 m³ with agitator Vessel 12.5 m³ with agitator Vessel 35 m³
No pictures
Material: AISI 304L/304, Weight: N/A,
Height: 5,310mm, Out diameter: 2,110 mm , 2~10pcs
Material: AISI 304L/304, Weight: 2,700kg,
Height; 5,635mm, Out diameter: 2,600 mm, 2~10pcs
Material: AISI 304L/304, Weight: 4,500kg
Vessel 35 m³ with agitator Vessel 120 m³
Material: AISI 304L/304, Weight: 5,500kg
Material: AISI 304/304L, Weight: 12,000kg

Time schedule for tank
Pre-screening process has completed, next week we will start RFI administration process
Steps Approach
W1 W2
16-Sep 23-Sep
W3 W4 W5 W6 W7 W8 W9 W10 W11
30-Sep 7-Oct 14-Oct 21-Oct 28-Oct 4-Nov 11-Nov 18-Nov 25-Nov
N
a
t i
o
n
a
l
H
o
l
i
d
a
y
2 Identify list of potential suppliers in China to pre-screening process
3
Carry out a phone pre-screening of the suppliers based on (1)
maximum 4-5 screening criteria per category with these criteria to
be provided by client
4
Develop the RFI-RFQ – jointly with client– to include all key
supplier qualification criteria
5
Administer the RFI process to ensure as high a return rate as
possible
6
Analyze RFI responses by score card and recommend suppliers
which client needs to the RFQ process
8
Analyze RFQ responses by score card and recommend suppliers
with client for audit
9
Carry out audits with pre-selected suppliers. 3 options exist:
Option 1: Dragon Sourcing carries out qualification audits Option
2: client carries out qualification audits
Option 3: Dragon Sourcing carries out initial qualification process
followed by client audit with suppliers recommended by Dragon
Sourcing
Toda
y23 Original audit week MilestonesProcess before audit Current audit week© 2013 Dragon Sourcing. All rights reserved.

Status of identified suppliers for tank
-83 suppliers identified, 51/83 go to the pre-screening process, 39/83 suppliers are selected
to the RFI process, 21/39 suppliers have replied RFI, 16/39 suppliers are pending to receive
83
78
5
0
51
No. of suppliers eliminated
27
0
Supplier
indentified
RFI sent
NDA sent
RFQ
sent
Selected for
audit
Selected for
sample
Negotiate
contract
Telphone
screening
Don’t produce what client need
39
37
2
21
16

Next Steps
Actions Responsible Deadline Remarks
5. Analyze RFQ result and recommend suppliers
for audit
DS 20-Nov
1. Administrate RFI process DS 31-Oct
2. Develop and finalize score card template DS 31-Oct
3. Analyze RFI result and recommend suppliers for RFQ
process and NDA process
DS 4-Nov

Agenda
4. Tank- On going
8. Q & A

Time schedule for automation
We will continue telephone pre-screening process next week and develop RFI template
Steps Approach
W1 W2
16-Sep 23-Sep
W3 W4 W5 W6 W7 W8 W9 W10 W11
30-Sep 7-Oct 14-Oct 21-Oct 28-Oct 4-Nov 11-Nov 18-Nov 25-Nov
N
a
t i
o
n
a
l
H
o
l
i
d
a
y
2 Identify list of potential suppliers in China to pre-screening process
3
Carry out a phone pre-screening of the suppliers based on (1)
maximum 4-5 screening criteria per category with these criteria to
be provided by client
4
Develop the RFI-RFQ – jointly with client– to include all key
supplier qualification criteria
5
Administer the RFI process to ensure as high a return rate as
possible
6
Analyze RFI responses by score card and recommend suppliers
which client needs to the RFQ process
8
Analyze RFQ responses by score card and recommend suppliers
with client for audit
9
Carry out audits with pre-selected suppliers. 3 options exist:
Option 1: Dragon Sourcing carries out qualification audits Option
2: client carries out qualification audits
Option 3: Dragon Sourcing carries out initial qualification process
followed by client audit with suppliers recommended by Dragon
Sourcing
Toda
y27 Original audit week MilestonesProcess before audit Current audit week© 2013 Dragon Sourcing. All rights reserved.

Status of identified suppliers for automation
-70 suppliers identified so far including the 13 utilities suppliers, 36/70 suppliers go to
the pre-screening process
Utilities: 13 Automation: 57
0
0
0
Supplier
indentified
RFI sent
NDA sent
RFQ
sent
Selected for
audit
Selected for
sample
Negotiate
contract
Telphone
screening
Utilities:
-7 suppliers only do electrical related
-3 suppliers only do mechanical related
-3 supplier do whole process
Automation:
-4 suppliers only do utilities related
-3 suppliers do production or process related
-17 suppliers do whole process

Next Steps
Actions
1. Telephone pre-screening
process
DS 31-Oct
2. Prepare RFI-RFQ template and validate RFI-RFQ
template
client/DS 31-Oct
3. Administrate RFI process DS 31-Oct
4. Develop and finalize score card template DS 5-Nov
DS 7-Nov
audit
DS 20-Nov

Agenda
4. Tank- On going
5. Automation- Not started yet

Demand analysis-utility (electrical parts)
MV switchgear LV switchboard transformer
UPS Diesel Generator

Step
s
Approach
W1 W2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13
12-Aug 19-Aug 26-Aug 2-Sep 9-Sep 16-Sep 23-Sep 30-Sep 7-Oct 14-Oct 21-Oct 28-Oct 4-
Nov
W14 W15 W16 W17
11- 18- 25-
Nov Nov
Nov
2-Dec
1 Collect detailed technical
information
N
a
t i
o
n
a
l
H
o
l i
d
a
y
2
Identify list of potential suppliers
in China to pre-screening process
3
Carry out a phone pre-screening of
the suppliers based on (1) maximum 4-
5 screening criteria per category with
these criteria to be provided by client
4
Develop the RFI-RFQ – jointly with
client– to include all key supplier
qualification criteria
5
Administer the RFI process to
ensure as high a return rate as
possible
6
Analyze RFI responses by score card
and recommend suppliers which client
needs to the RFQ process
7 Administrate RFQ and NDA
process
Analyze RFQ responses by score card
8 and recommend
suppliers with client for audit
9
Carry out audits with pre-selected
suppliers. 3 options exist:
Option 1: Dragon Sourcing carries out
qualification audits
Option 2: client carries out qualification
audits
Option 3: Dragon Sourcing carries out
initial qualification process followed by
client audit with suppliers
recommended by Dragon Sourcing
Time schedule for utilities-electrical parts
Next week we will push the suppliers who haven’t replied the RFI and provide the RFI
analysis result by score card
Toda
y
Process before audit 32 Original audit week MilestonesCurrent audit week© 2013 Dragon Sourcing. All rights reserved.

Status of identified suppliers for utilities-electrical parts
-223 equipment suppliers and 23 installation suppliers initially identified, 64/223
equipments suppliers have been sent RFI, 37/64 suppliers replied RFI, 19/64 suppliers
are pending to receive
Equipment: 223 Installation: 23
Equipment: 223 Installation:23
0
0
Equipment: 64 Installation: 8
Supplier
indentified
RFI sent
NDA sent
RFQ
sent
Selected for
audit
Selected for
sample
Negotiate
contract
Telphone
screening
-These 37 suppliers are selected according to
the results of the pre-screening process
-18 suppliers belong to group 1: switchgear &
switchboard & transformer suppliers
-6 suppliers belong to group 2: UPS suppliers
-13 suppliers belong to group 3: diesel
generator suppliers
56
8
No. of suppliers need to further contact
0
37
19
-8 suppliers belong to group 1: switchgear &
switchboard & transformer suppliers
-4 suppliers belong to group 2: UPS suppliers
-7 suppliers belong to group 3: diesel generator
suppliers

Next Steps-electrical parts
Actions
DS 31-Oct
audit
DS 26-Nov

Demand analysis-utility (mechanical parts)
Chiller Cooling tower for chillers AHU Compressed air and dryer
-Chiller, (6/11°C) each 2,5 MW cooling capacity, watercooled, 3 pcs
-Chiller, (-5/0°C) each 0,7 MW cooling capacity, watercooled, 2 pcs
-Chiller, (-3/2°C) each 1,0 MW cooling capacity, warehouse, 2 ps
-(30/35°C), each 2 MW capacity- for
chillers
-8 pcs
-airflow 50.000 m3/h
-30 pcs
-compressors (8 bar)
aircooled, each 30 m3/min
capacity
-2 pcs
Pumps for cold and hot water Heat exchanger
-Total 40 pcs -steam/hotwater (60/50°C)
each 1,5 MW heating capacity
-4 pcs

Time schedule for utilities-mechanical parts
Next week we will continue the telephone pre-screening process and start RFI administration
process for some items
Steps Approach
W1 W2 W3 W4 W5
9-Sep 16-Sep 23-Sep 30-Sep 7-Oct
W6 W7 W8
14-Oct 21-Oct 28-Oct
W9 W10 W11 W12 W13 W14
4-Nov 11-Nov 18-Nov 25-Nov 2-Dec 9-Dec
N
a
t i
o
n
a
l
H
o
l i
d
a
y
2
screening process
3
category with these criteria to be provided by
client
4
Develop the RFI-RFQ – jointly with client– to
include all key supplier qualification criteria
5
Administer the RFI process to ensure as high a
return rate as possible
6
recommend suppliers which client needs to the
RFQ process
8
9 Carry out supplier audit
Toda
36 MilestonesProcess before audit Original audit week Current audit week© 2013 Dragon Sourcing. All rights reserved.

Status of identified suppliers for utilities-mechanical parts
-409 equipment suppliers identified so far, 336/409 suppliers contacted, 73/409 suppliers
pending to contact, 116/336 suppliers go to pre-screening process, 75/336 suppliers need
further contact, 145/336 suppliers eliminated from the process
Equipment: 409
Equipment: 336
0
Equipment: 73
Equipment: 116
Equipment: 145
Equipment: 75
Main reasons are suppliers
can’t meet requirements or
don’t produce want we want
-Chiller & AHU : 71 suppliers
-Cooling tower: 25 suppliers
-Heat exchange: 9 suppliers
-Pump: 5 suppliers
-Air compressor: 6 suppliers
-Cooling tower: 26 suppliers
-Heat exchange: 4 suppliers
-Pump: 45 suppliers
Supplier
indentified
RFI sent
NDA sent
RFQ
sent
Selected for
audit
Selected for
sample
Negotiate
contract
Telphone
screening

Next Steps-mechanical parts
Actions
1. Telephone pre-screening process for pump
and valve
DS 31-Oct
2. Analyze pre-screening results and finalize list for
RFI process
client/DS 31-Oct
3. Administrate RFI process DS 8-Nov
DS 14-Nov
audit
DS 4-Dec

Agenda
4. Tank- On going
5. Automation- Not started yet

Demand analysis- equipments for part of the production line
Pump Air Dryer Root type blower
Mixer Refining system Cooling system-tempering machine

Demand analysis- equipments for part of the production line
Pressure vessel Roaster Valves

Demand analysis- part of the production line
Conveyor belt

Demand analysis- part of the production line
In pusher chain

Time schedule for part of production line
We will continue pre-screening process and develop the RFI
Steps Approach
W1 W2 W3
23-Sep 30-Sep 7-
Oct
W4 W5 W6 W7 W8 W9 W10
11-Nov 18-Nov 25-
Nov
W11 W12
14-Oct 21-Oct 28-Oct 4-Nov 2-Dec 9-Dec
N
a
t i
o
n
a
l
H
o
l i
d
a
y
2
screening process
3
category with these criteria to be provided by client
4
Develop the RFI-RFQ – jointly with client– to include
all key supplier qualification criteria
5
Administer the RFI process to ensure as high a return
rate as possible
6
recommend suppliers which client needs to the RFQ
process
8
9 Carry out audit
Toda
44 MilestonesProcess before audit Original audit week Current audit week© 2013 Dragon Sourcing. All rights reserved.

Status of identified suppliers for part of production line
-248 suppliers have been identified so far, including 198 equipment suppliers and 50
production line suppliers
Equipment: 293 Production line: 50
Supplier
indentified
RFI sent
NDA sent
RFQ
sent
Selected for
audit
Selected for
sample
Negotiate
contract
Telphone
screening
Remark:
Supplier number for equipments:
-Air dryer : 41 suppliers
-Tempering machine: 17
suppliers
-Pump: 41 suppliers
-Refining machine: 22 suppliers
-Mixer: 17 suppliers
-Blower: 50 suppliers
-Roaster: 10 suppliers
-Valve: 95 suppliers

Next Steps-mechanical parts
Actions
1. Telephone pre-screening
process
DS 31-Oct
2. Analyze pre-screening results and finalize list for
RFI process
client/DS 31-Oct
3. Administrate RFI process DS 15-Nov
DS 19-Nov
audit
DS 4-Dec

Case study-Multiple categories sourcing project review

Recommended

Recommended

More Related Content

What's hot

What's hot (20)

Similar to Case study-Multiple categories sourcing project review

Similar to Case study-Multiple categories sourcing project review (20)

More from John William

More from John William (20)

Recently uploaded

Recently uploaded (20)

Case study-Multiple categories sourcing project review