Preparing specifications

Name: Preparing specifications
Start: 2021-05-06T08:30:00+02:00
End: 2021-05-06T12:30:00+02:00
Location: No location set

Thursday 6 May 2021, 08:30 → 12:30 Europe/Zurich

Description

This course covers:

Defining requirements
Input and outputs
Make or Buy
Sourcing suppliers
Specifying to select (MS Market Survey), to buy (PE Price Enquiry, IT Invitation to Tender), to do (Jobs), to obtain in-kind (agreement, MoU Memorandum of Understanding)
Templates available and how to use them
Writing the specifications
Approval process

Practical examples (from the HiLumi project)

63475661903

Isabel Bejar Alonso

Join via phone

- 08:30 → 08:40
  
  Who is who 10m
- 08:40 → 09:00
  
  Defining requirements 20m
  
  The art of describing what you really want and what you really do not need.
  - Conceptual specifications
  - The exercise of describing a "Coffe capsule"
  
  Defining requirements
  
  T- Conceptual specifications template
  
  T- Due diligence
- 09:00 → 09:20
  
  Inputs and outputs 20m
  
  Who should interact/take part with you for defining the requirements
  What you need from others, how you get sure that the requirements do not evolve.
  - Practical exercise
  
  T- Charts template
  
  T- Interface specifications
  
  T- Safety assessment
- 09:20 → 09:40
  
  Make or Buy 20m
  
  Identifying
  - components and subcomponents
  - level of maturity
  - differences with "on-the-shelf" components
  - interest by collaborations
  - model/prototype/pre-series
  - risk analysis
  Practical exercise
  
  Make or Buy
  
  T- Make or buy plans
  
  T - SWOT Template
- 09:40 → 10:00
  Sourcing of suppliers 20m
  - Identifying who can help you in the process
  - IPT presentation
  - Industrial days / Nations@CERN
  - Visits
  - Open market consultations
  - The time factor
  - The cost factor
  Example - DK@CERN
  
  Example - Hilumi industry days
  
  Suppliers database
  
  T - Post make or buy checklist
- 10:00 → 10:20
  
  Coffee break 20m
- 10:20 → 10:40
  
  Specifying to select (MS Market Survey), to buy (PE Price Enquiry, IT Invitation to Tender), to do (Jobs), to obtain in-kind (agreement, MoU Memorandum of Understanding) 20m
  
  Make
  - documents I have to prepare, when and for whom level of approval and process
  Buy
  - cost and process linked to the cost
  - documents I have to prepare, when and for whom level of approval and process
  
  Procurement guidelines
  
  Training - IPT Industrial contracts
  
  Training - IPT Supplies >200 KCHF - Module 1: Procurement Rules, Strategy and Market Survey
  
  Training - IPT Supplies >200 KCHF - Module 2: Invitation to Tender
  
  Training - IPT Supplies >200 KCHF - Module 3: Contract Management
  
  Training - IPT up to 200 KCHF
- 10:40 → 11:00
  Templates available and how to use them 20m
  - Templates to make and to collaborate
  - Templates to buy
  Procurement templates
  
  T - Design study
  
  T- Engineering specification
- 11:00 → 11:40
  
  Writing specifications 40m
  
  Group exercise
  - Make
  - Buy
- 11:40 → 11:50
  
  Approval process 10m
  
  More dynamic than static. Who should be always in the loop
- 11:50 → 12:10
  
  Practical examples (from the HiLumi project) 20m
  
  Reuse when you can instead of reinventing the wheel
  Some examples available
  
  Examples from Hilumi
- 12:10 → 12:30
  
  Final Questions & Answers and your opinion on the course 20m