5 Part 5: V-Modell Reference Work Products

5.3 Products

5.3.1 Supply and Contracting

5.3.1.3 Offer

Process module: Drafting and Conclusion of Contract (Supplier)

Responsible: Account Manager (when using process module Drafting and Conclusion of Contract (Supplier))

Participating: Project Leader, Controller, Executive, Requirements Engineer (Supplier)

Purpose

This product is intended to provide a competitive »Offer, which meets the informal expectations of the acquirer and fulfills the requirements of the »request for proposal.

The offer will be based on the »Request for Proposal (Acquirer) and the assessment thereof. In addition to the general clauses and conditions with notes on the organization's profile and qualification, it includes legal and commercial clauses and conditions, technical specifications and offer-relevant portions of the Project Manual and the QA Manual (Supplier). The latter need not be prepared as separate documents unless this is required by the request for proposal.

The offer shall comply with the applicable laws and directives in accordance with the request for proposal and the general statutory regulations (e.g. product safety, environmental protection regulations).

Is generated by

Request for Proposal (Acquirer), Assessment of Request for Proposal (see product dependency 4.31)

Depends on

Request for Proposal (Acquirer) (see product dependency 5.56)

5.3.1.3.1 General Clauses and Conditions

The general clauses and conditions include an introduction and all relevant data required by the acquirer, e.g., references to annexes like oraganization profile with references and qualification of employees, a description of the quality management system, organization brochures, applicable data sheets and certificates. Frequently, this subject also includes a summary for the management.

5.3.1.3.2 Offer - Legal and Commercial Clauses and Conditions

The legal and commercial clauses and conditions of the offer include - on the one hand - the legal conditions, e.g., general terms and conditions or - in case of a public acquirers - »EVB-IT, »BVB and »VOL, warranty terms, license agreements, provisions for the transfer of ownership, warnings and cautions, provisions of price legislation and place of jurisdiction.

On the other hand, they include commercial conditions, e.g., data on price type and price level, payment conditions and date of payment. Depending on the technical approach, they will frequently include a cost estimate, which - e.g. in case of competitive bidding - may be based on a detailed review of the expenditure.

5.3.1.3.3 Annex 1: Specification of Services

Annex 1 describes structure and functionality of the overall system to be prepared in accordance with the technical solution defined in the »Assessment of Request for Proposal, taking into account the »Requirements Specification. The required degree of detail is specified in the request for proposal. Interfaces and connections to the environment will be summarized.

This is a first pencil draft of the »Overall System Specification.

5.3.1.3.4 Annex 2: Offer-Relevant Parts of the Project Manual (Supplier)

Annex 2 describes the subjects of the »Project Manual which are requested in the Request for Proposal.

5.3.1.3.5 Annex 3: Offer-Relevant Parts of the QA Manual (Supplier)

Annex 3 describes the subjects of the »QA Manual which are requested in the Request for Proposal.