Training Guide for New Employee: Workflow & Documentation•
1. Overview of Our Operations
- Role: Government contractors supplying clamps, connectors, capacitor cells, etc., to AP Transco and TG Transco.
- Key Clients: Government departments (e.g., AP Transco, TG Transco).
- Process: Participate in government tenders → Produce/deliver materials → Bill and recover payments.
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2. Step-by-Step Tender Process
A. Tender Acquisition
1. Purchase Tender Specifications:
- Cost: ₹590 per tender specification (purchased from the government portal).
- Save these documents in a dedicated folder (e.g., "Tender Specs – [Tender Name]").
B. Tender Submission
2. Calculate & Pay EMD (Earnest Money Deposit):
- EMD = 2% of the total tender value.
- Submit tender documents + EMD proof (bank guarantee/demand draft).
- Record in Excel: Maintain an EMD Tracker with columns:
- Tender Name | EMD Amount | Date Paid | Status (Refunded/Pending).
C. Post-Tender Award
3. Await Purchase Order (PO):
- After winning the tender, wait for the official PO from the government department.
- Verify PO details (material quantities, delivery timelines, consignee/billing officer details).
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3. Production & Delivery
4. Production Phase:
- Start production once PO is received.
- Typical delivery window: 2–3 months from PO date.
5. Delivery & Documentation:
- Prepare delivery challan (list of materials dispatched).
- Deliver materials to the consignee specified in the PO.
- Save delivery proof (signed challan copy).
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4. Billing & Payment Recovery
6. Prepare Bills:
- Generate invoices in MS Word (use template shared).
- Include PO number, delivery challan reference, and consignee details.
- Submit bills to the billing officer mentioned in the PO.
7. Payment Cycle:
- Payment is typically received within 30 days of billing.
- Track pending payments in the EMD Tracker Excel sheet.
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5. Documentation & Record-Keeping
A. Mandatory Excel Trackers:
- EMD Tracker: Track all EMDs paid and refund status.
- Material Rate Tracker: Record rates of materials supplied for future tender comparisons.
- Comparative Statement: Prepare in Excel to analyze competitor rates vs. ours for future bids.
B. MS Word Templates:
- Tender specifications, purchase orders, quotations, delivery challans, and invoices.
- Save all documents in clearly labeled folders (e.g., "PO – Anantapur Project").
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6. Key Responsibilities
- Monitor tender portals regularly for new opportunities.
- Ensure 100% compliance with PO timelines to avoid penalties.
- Follow up with billing officers for pending payments.
- Update Excel trackers in real-time for audit readiness.
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7. Tools You’ll Use
- MS Excel: For EMD tracking, material rates, and comparative statements.
- MS Word: For creating bills, quotations, and official letters.
- Cloud/Shared Drive: To store all tender-related documents securely.
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8. Training Support
- Hands-On Practice: You’ll shadow the team to create sample tenders, trackers, and bills.
- Q&A Sessions: Weekly check-ins to clarify doubts.
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Next Steps for Employee:
1. Familiarize yourself with the Excel trackers and MS Word templates.
2. Review past tender documents (shared in the drive).
3. Practice creating a sample comparative statement.