ISO PROCEDURE

WORK FLOW
(PROJECTS)
 EVALUATE
SALES ENQUIRY ENQUIRY. FILL UP
EVALUATION FORM

SHOULD
N SEND REGRET LETTER
QUOTE?

Y 1.STUDY THE ENQUIRY

2.UNDERSTAND THE REQUIREMENT
3.CHECK SUPPORTING DOCUMENT
4. PREPARE DESIGN (IF NEEDED)
PROCUREMENT PREPARE QUOTATION 5. PREPARE BOQ
6. COLLECT REFERENCES
(SUPPLIER/MATERIAL QUOTE)
7. PREPARE OTHER REQUIRED
DOCUMENT
8. FINALIZE QUOTATION

SUBMIT QUOTATION &

FOLLOW UP (RAYMOND)

FILL UP
SUBMITTED
OFFER
ORDER RECEIVED? N
EVALUATION
FORM
(RAYMOND)

ACCOUNTS
1 Inquiry
Sales

NO
Should
Quote
Send Regret

Yes

Prepare Quotation Get Supplier Prices

Send Quotation

NO
Order

Received
Follow Up with Client

Yes

NO
Terms &

Condition

acceptance Negotiate

2
 RECEIVED
ACCOUNTS DOCUMENTS
(ORIG. P.O.)

ALL DOCUMENTS GET

ACCEPTABLE? REVISION

PREPARE
PROGRESSIVE BILLING PROFORMA
INVOICE &
SUBMITT

FOLLOW UP
WITH PROJECT
PAYMENT
TEAM FOR N FOLLOW UP
RECEIVED?
PROJECT
PROGRESS

PROJECT
COMPLETED PROJECT

SEND FINAL INVOICE

W/ ATTACHED PAYMENT
N FOLLOW UP
SIGNED COMPLETION RECEIVED?
CERTIFICATE

ACCOMPLISHED
PROJECT
2 Accounts
2

Received Original
Purchase Order

Check Terms & NO

Condition

Get Revised P.O

Yes

Is There
advance
Payment 3
Received

Yes

Prepare Performa
Invoice

NO
Advance
Received
Follow Up

Yes

Inform All The Team 3

Follow up with Project Team

For Invoicing

Send Invoice to Client

Payment Followup

Update Management

3
 SUBMITTALS 1. DRAWINGS
PROJECT
2. SCHEDULE
3. MATERIALS
4. PERMITS

REVISED
APPROVED? AND
N
RESUBMIT

Y
CLIENT & CONTRACTOR
REVIEW ON:
1. START OF WORK
ARRANGE
2. READINESS OF THE
KICK OFF
SITE
MEETING
3. WORK TIMING
4. RESTRICTION
5. ACCESIBILITY

1. TOOLS
2. MANPOWER
MOBILIZATION 3. MATERIALS
PROCUREMENT
4. TRANSPORTATION

START
PROJECT
3 Project

Arrange for client

Approval

Is the NO
Approval Follow Up
Received

Yes

4 Arrange Materials

( BOQ )

All Materials
NO
Available

Yes

Is Site NO

Ready Send official Letter to Client

Yes

Start Project

5
 STUDY/CHECK THE
RECEIVE QUOTATION REQUIREMENT.
BOQ 1. QUANTITY
PROCUREMENT
MATERIAL/SERVICE 2. DESCRIPTION
REQUESITION 3. URGENCY

1. NEW SUPPLIER
IDENTIFY
2. APPROVED
SUPPLIERS
SUPPLIER

SEND RFQ TO
SUPPLIERS

RECEIVE MIN. 3
QUOTATION
FROM SUPPLIER

1. QUALITY
IDENTIFY BEST 2. PRICE
OFFER 3. AVAILABILITY
4. TERMS&CONDITION

SEND LPO

ARRANGE NEED ADVANCE

Y
PAYMENT PAYMENT?

MATERIAL N FOLLOW UP
DELIVER?

PROJECT
4 Procurement

Received BOQ From

Engineering Team

Prepare to Send Inquiry to

Supplier

Receive Minimum of 3
Quotation

Received Best
Price & NO
Materials

Yes

Send Purchase Order to

Lowest Quotation

Is there
advance
Yes
Payment
Prepare Payment

NO

Did the NO
material Follow Up
Arrived

Yes

Inform Project Team

3
 TOOL BOX MEETING
START ON-SITE
• HSE
MOBILIZATION
PROJECT • SCHEDULE OF WORK
• WORK ALLOCATION

MANAGEMENT, SUPERVISION,
DOCUMENTATION/REPORTING PROCEED ON
• QUALITY WORK
• PRODUCTIVITY
• COORDINATION
• COMPLIANCE

PROGRESSIVE
N CONTINUE PROJECT
BILLING

RECEIVE UPDATE ACCOUNTS TO

PROGRESSIVE PREPARE PROGRESSIVE
PAYMENT? INVOICE

Y COMPLETE
N
PROJECT

PREPARE &
SUBMIT AS BUILD DRAWINGS. OTHER
FOLLOW UP CLOSING DOCUMENT
DOCUMENT

SUBMIT/OBTAIN
COMPLETION N FOLLOW UP
CERTIFICATE

SUBMIT SIGNED
COMPLETION
CERTIFICATE AND FINAL
INVOICE TO ACCOUNTS

RECEIVE FINAL
N FOLLOW UP
PAYMENT

END
 5

Prepare Site to Start

5 Project Project

Is Site NO
Ready

Yes

Start Construction

Is it NO
Progressive Continue Project
Billing

Yes

Update Accounts to Prepare

Progressive Invoice

Is Job NO
Completed

Yes

Prepare Closing
Documents

Obtain Job Completion

Certificate

Completion
NO
Certificate Follow Up
Recieved

Yes

Send Documents & Final

Invoice to Accounts

END