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Slewing Bearings Case Study
Agenda
Š 2019 Dragon Sourcing. All rights reserved.
1.
Project Objectives
2.
Approach & Schedule
3.
Result & Recommendation
4.
Supply Markey Survey
5.
Supplier’s location
6.
Supplier Assessment
7.
Company Profiles
2
2. Project Objectives
❑
Client is the fourth-largest wind turbine manufacturer in the world and has been the market leader in Germany since the mid-nineties.
❑
Objectives: Run “Request For Information (RFI) Process.
Identify manufacturers in supply market of China and India for Slewing Bearings
❑
• • •
Final deliverables: Supplier database RFI analysis report Supplier profiles and ranking
© 2019 Dragon Sourcing. All rights reserved.
3
Agenda
Š 2019 Dragon Sourcing. All rights reserved.
1.
Project Objectives
2.
Approach & Schedule
3.
Result & Recommendation
4.
Supply Markey Survey
5.
Supplier’s location
6.
Supplier Assessment
7.
Company Profiles
4
Approach & Schedule, Stage 1: Supplier Pre-Qualification No.
Step
1.
Demand Analysis Work with Client to define and understand the products and requirements (volumes, materials, production technology requirements, Quality tests, Standards, etc.)
• Kick-Off Report
2.
Supply Market Analysis Identify long list of potential suppliers in the selected markets (China & India) by leveraging B2B Websites, DS Database, Fair catalogues, Chamber of Commerce, Magazines, Network, References.
• Supplier Long List
3.
Telephone Pre-screening Selection of suppliers to be included in the RFI process by telephone pre-screening based on agreed simple criteria (e.g. capability to make the product, Minimum company size, quality certifications, interest in participating, Export capability etc to be defined by Client).
• Shortlist for RFI process
4.
Develop RFI document Prepare an RFI template, with an aligned Balanced Scorecard that has the objective to pre-qualify the capabilities of the suppliers, including: Background, financial, Client and product experience, Quality certification & processes, Social Responsibility, Manufacturing/technology capability)
• RFI Template • Balanced Scorecard
5.
Conduct RFI Administration The RFI is translated to the local languages as relevant, and distributed to the relevant suppliers, with telephone follow-up to push for maximum participation.
• Completed RFI’s
6.
Analyze RFI Responses Analysis of RFI responses and preparation of a report which profiles & objectively ranks the suppliers by capability including a recommendation for those to be audited.
• RFI Report • Supplier Profiles • Proposed Shortlist for Audit.
© 2019 Dragon Sourcing. All rights reserved.
Deliverables
5
Approach & Schedule, - Stage 1: Supplier Pre-Qualification timeframe. - Project schedule to be completed in 10 weeks. Not started
Done
In process
Delay
•
Steps
Please note, Schedule may be impacted by the time taken to receive validations.
Duration/ week commencing
1. Demand Analysis
1
2. Supply Market Analysis (Long list supplier database)
3
3. Pre-screening the identified suppliers
3
4. Develop RFI template for validation
2
Week 1
Week 2
Week 3
Week 4
Week 5
Week 6
Week 7
Week 8
Week 9
Week 10
06-26 06-30
07-03 07-07
07-10 07-14
07-17 07-21
07-24 07-28
07-31 08-04
08-07 08-11
08-14 08-18
08-21 08-25
08-28 09-01
1 5. Administer RFI process
3
6. Analyze responses & submit RFI report
2
Supplier profiles with recommendations.
2
today Š 2019 Dragon Sourcing. All rights reserved.
6
Agenda
Š 2019 Dragon Sourcing. All rights reserved.
1.
Project Objectives
2.
Approach & Schedule
3.
Result & Recommendation
4.
Supply Markey Survey
5.
Supplier’s location
6.
Supplier Assessment
7.
Company Profiles
7
Result & Recommendation Results
Recommendation
❑ Whole project is carried out in 9 weeks with total 127 suppliers identified in China and India.
DS recommend 11 suppliers for next step, • China: 7 • India : 4
• Total 14 RFI’s received from 21 suppliers passed in pre-screening process. • Information about rejection during pre screening process & RFI rejection by suppliers are given in the report.
•
1. NDA Process with shortlisted suppliers 2. RFQ process with NDA responders
❑ The top RFI ranking are the Chinese suppliers able to offer dimensions as per Client requirement. ❑ Indian suppliers have limitations on the maximum diameter and weightage to offer. ❑ Nearly all the suppliers are ISO 9001 certified except two Indian suppliers with lowest ranking and most of them are also certified with ISO 14001. © 2019 Dragon Sourcing. All rights reserved.
Immediate next steps:
8
Average RFI scoring: 63
Shortlisted
Result & Recommendation - Executive summary of the 14 RFI responders. Pitch bearing RFI Supplier Country Score %
Produce
Could be considered
Not shortlisted
Yaw bearing
Can offer Can offer Can offer Can offer maximum maximum Produce maximum maximum diameter: up to weight up to diameter: up to weight up to 7 4800 mm 7 tons 4800 mm tons
Max external ISO 9001 & ISO diameter 14001 (mm)
Certification, others.
1
China
84
Yes
Yes
Yes
Yes
Yes
Yes
<=5000 mm
Both
GL, BV, ABS, DNV
2
China
83
Yes
Yes
Yes
Yes
Yes
Yes
<=5200 mm
Both
CE
3
China
82
Yes
No, max 4500 mm
Yes
Yes
No, max 4500 mm
Yes
<=3500 mm
Both
Nil
4
China
79
Yes
Yes
Yes
Yes
Yes
Yes
<=10000 mm Only ISO 9001
5
China
69
Yes
Yes
Yes
Yes
Yes
Yes
<=8000 mm
Only ISO 9001
CCS
6
China
67
Yes
Yes
Yes
Yes
Yes
Yes
<=7500 mm
Both
Nil
7
China
65
Yes
No
No
Yes
No
No
<=4300 mm
Both
Nil
8
China
63
No
N/A
N/A
Yes
No
No
<=2500 mm
Both
Nil
9
India
60
Yes
No, up to 3 tons only
Yes
2800 mm
Both
TS 16949,
10
India
53
Yes
Not Sure
Yes
3200 mm
Only ISO 9001
Nil
11
India
53
Yes
No, up to 2800 mm only No - up to 3200 mm only No - up to 2000 mm only
No
Yes
2000 mm
Only ISO 9001
Nil
12
India
51
Yes
Yes
Yes
No
5000 mm
Only ISO 9001
Nil
13
India
47
No
NA
NA
Yes
2500 mm
None
TS 16949,
14
India
22
No
NA
NA
No
1500 mm
None
Nil
No, up to 2800 No, up to 3 tons mm only only No - up to 3200 Not Sure mm only NO - up to 2000 No mm only NA
NA
NO - up to 2500 No, up to 5 tons mm only only NA 9
NA
CE
Agenda
Š 2019 Dragon Sourcing. All rights reserved.
1.
Project Objectives
2.
Approach & Schedule
3.
Result & Recommendation
4.
Supply Markey Survey
5.
Supplierâ&#x20AC;&#x2122;s location
6.
Supplier Assessment
7.
Company Profiles
10
Supply Market Analysis RFI process completed with 14 RFI received,
Process
Supplier Identification
Steps
China
India
Total
• Suppliers identified
59
68
127
• Supplier passed pre-screening
14
7
21
• Suppliers failed Pre- screening
45
61
106
• Number of RFI sent
14
7
21
• Number of RFI received
8
6
14
• Number of RFI rejected
6
1
7
Pre-screening
RFI Administration
1-3 11
Supply Market Analysis - From 127 suppliers, 106 of them failed pre screening. • • • • • • • • • •
Pre screening Rejection reason Traders/distributors or Importers only Discarded by Client Forging part of bearing but can not do further processing Cannot produce with min dia 1000 mm Can not supply (can offer only bearing but not slewing bearing) Unable to contact them/ Company shutdown Cannot export Not Interested Not ISO 9001 certified Duplicate suppliers Total
% 22.6% 15.1% 17.0% 12.3% 13.2% 7.5% 3.8% 4.7% 1.9% 1.9% 100%
China 10 9 5 4 8 4 4 1 45
India 24 6 9 8 10
1 2 1 61
Traders/distributors or Importers only
22 4
In Total 24 16 18 13 14 8 4 5 2 2 106
Discarded by Enercon
5
Forging part of bearing but can not do further processing
24
8
Cannot produce with min dia 1000 mm Can not supply (can offer only bearing but not slewing bearing)
14
16 13
18
Unable to contact them/ Company shutdown
Cannot export Not Interested Not ISO 9001 certified
Duplicate suppliers 12
2-3
Supply Market Analysis - From 21 passed suppliers, 7 rejected the RFI for below reasons,. RFI Rejection reason
In Total
%
China
•
Do not wish to fill the RFI template
3
42.9%
3
•
Supplier disclosed now that they cannot export
2
28.6%
2
•
Need drawings/technical specs to review first
1
14.3%
•
Can not supply pitch and yaw bearings
1
14.3%
1
7
100%
6
Total
India
1
1
Do not wish to fill the RFI template 1 3
1
Supplier disclosed now that they cannot export Need drawings/technical specs to review first
2
Can not supply pitch and yaw bearings 3-3 13
Agenda
Š 2019 Dragon Sourcing. All rights reserved.
1.
Project Objectives
2.
Approach & Schedule
3.
Result & Recommendation
4.
Supply Markey Survey
5.
Supplierâ&#x20AC;&#x2122;s location
6.
Supplier Assessment
7.
Company Profiles
14
Shortlisted
Suppliers location â&#x20AC;&#x201C; CHINA. - 8 Chinese suppliers responded to the RFI document, RFI Scoring
Supplier name
City
Province
84
Supplier 1
Dalian
Liaoning
83
Supplier 2
Maanshan
Anhui
Could be considered
Not shortlisted
Heilongjiang
82
Supplier 3
Yinchuan
Ningxia Jilin
79
Supplier 4
Luoyang
Henan
Liaoning Xinjiang
69
Supplier 5
Luoyang
Henan
67
Supplier 6
Wuxi
Jiangsu
Gansu
63
Supplier 7 Supplier 8
Maanshan Wuxi
Anhui
Tianjin Shanxi
Ningxia Qinghai
65
Inner Mongolia
Gansu
Shandong
Henan
Shaanxi
Anhui
Xizang
Shanghai
Hubei
Sichuan Sichuan
Jiangsu
Jiangsu
Zhejiang
Jiangxi Hunan Guizhou Yunan
Guangxi
Fujian Guangdong Hong Kong
15
Taiwan
Suppliers location â&#x20AC;&#x201C; INDIA. 6 Indian suppliers responded to the RFI document. RFI Scoring
Supplier name
City
State
60
Supplier 1
Pune
Maharashtra
53
Supplier 2
Satara
Maharashtra
53
Supplier 3
Faridabad
Haryana
51
Supplier 4
Ahmedabad
Gujarat
47
Supplier 5
Baroda
Gujarat
22
Supplier 6
Pune
Maharashtra
16
Shortlisted Could be considered
Not shortlisted
Agenda
Š 2019 Dragon Sourcing. All rights reserved.
1.
Project Objectives
2.
Approach & Schedule
3.
Result & Recommendation
4.
Supply Markey Survey
5.
Supplierâ&#x20AC;&#x2122;s location
6.
Supplier Assessment
7.
Company Profiles
17
Shortlisted
Suppliers Assessment, - RFI scoring of all 14 RFI responders, - DS shortlisted 11 suppliers for further next steps, NDA process
80%
5 4
4 3
21
21
70% 60%
82
79
5 2
4
24
21
69
4
15
67
4 2 15
50% 40%
65
63
33
30
53
4 3
33
29
51
47
2 21
24
15
22
16
11
20
3
2
17
14
16
21
18
17
14
16
3 11
23
21
22
18
18
Supplier 6 - CH
22
Supplier 5- CH
20% 10%
22
2 3
33
30%
53
Average score 63 5 3 15
32
60
India
Supplier 13 - IN
83
IN
Supplier 12 - IN
84
China
Supplier 11 - IN
90%
CH
20
19
21
17
2 2 9 10
Business information 25%
Production 35%
Quality system 30% 18
CSR 5%
Cooperation 5%
Supplier 14 - IN
Supplier 10 - IN
Supplier 9 - IN
Supplier 8- CH
Supplier 7- CH
Supplier 4 - CH
Supplier 3 - CH
Supplier 2 - CH
Supplier 1 - CH
0%
Agenda
Š 2019 Dragon Sourcing. All rights reserved.
1.
Project Objectives
2.
Approach & Schedule
3.
Result & Recommendation
4.
Supply Markey Survey
5.
Supplierâ&#x20AC;&#x2122;s location
6.
Supplier Assessment
7.
Company Profiles
19
Company Profile Example 1. Standard information Supplier Information Company Name
Supplier 1
City
Dalian
Country
China
Website Contact Name
Mr Kan
How many years of export experience do you have?
20
What Incoterms can your company quote and operate?
FOB, CIF
Sales revenue
2016
2015
2014
Turnover (in Million USD)
98
90
85
Sales distribution
Domestic
Contact Phone Contact Mobile
Europe
North America
Japan and Korea
Sout h Ame rica
Afric Austral Rest of the a ia world
2
1
2
1
1
Contact Email % Sales exports to the main 90 markets
1. Business information Your company's type?
Manufacturer
Which year was your company founded?
1984
Ownership
Private
Country
Main supplie d product
% of sales
Top 1 client
Wind power
China
Yaw and pitch bearing s
10
Top 2 client
Wind power
China
Yaw and pitch bearing s
4
Top 3 client
Wind power
China
Yaw and pitch bearing s
3
Top 4 client
Wind power
German
Yaw gear ring
0
Top 5 client
Ship ping indu stry
Norway
Slewing bearings
1
Your company's business registration number 2000
How many square meters(m²) does your workshop occupy?
500000
What industry does your company mainly serve?
Our bearings are widely applied in the cement machinery, port machinery, wind power industry, mining industry, petroleum industry, metallurgical industry, military industry, and etc.
Employee structure
Management
Sales
Qu alit y Co ntr ol
R&D
Production
Finance
Purchasin g
How many people does your company have in these positions?
15
85
101
30
1725
16
28
How many people can speak English in each department?
8
25
10
8
20
5
8
Does your company have export license?
Yes
Š 2019 Dragon Sourcing. All rights reserved.
20
2
Industry
Customer reference
How many employees does your company have?
1
Customer name
Company Profile Example 2. Production Does your company have production operating instruction on site? Does your company have production and safety training for each worker?
Yes
Does your company have clear and systematic procedure to collect, register, handle and solve customer complaints?
Yes
Does your company use ERP system?
Yes
Which ERP system does your company use?
Oracle.EBS
Does your company have product/service traceability system?
Does your company have final products inspection and report?
What performance does your company achieve on average in out going quality measures (% rejected)？
Yes
3. Quality management Yes / No
Certifying Org.
Expiry date
ISO 9001
Yes
China Xinshidai Certification Body
2018.02.11
TS 16949
No
No
No
Does your company have daily on line quality inspection and report?
0.08
Yes
Does your company have below certificated?
Yes/No
Certifying Org.
Expiry date
ISO 14001
Yes
China Certification Center, Inc
2018.09.14
SA 8000
No
No
No
BSCI
No
No
No
OHSAS 18001
Yes
China Certification Center, Inc
2020.01.04
Have any western companies conducted a social audit of your company during the last two years?
Does your company have below certificates?
Does your company have incoming material inspection and report?
Yes
4.Social responsibility
Does your company Yes have an equipment maintenance program in place? Does your company have a formal Yes ／documented inventory management system?
Does your company have a documented company-wide quality manual?
Yes
If yes, which companies have conducted such audits? Does your company pass the audit?
© 2019 Dragon Sourcing. All rights reserved.
We have some quality certifications, such as GL, BV, ABS, DNV, etc.
5. Certificate, documents and pictures Please upload your company's business registration certificate.
Yes
Yes
Yes
Please upload your company's ISO 9001 certificate.
21
Company Profile Example Please upload your company's TS 16949 certificate.
No selected files
Please upload your company's ISO 14001 certificate.
Please upload your company's SA 8000 certificate.
No selected files
Please upload your company's presentation. Please upload your company's equipment list. Please upload your company's pictures of entrance, workshop, machine, test lab, warehouse and office.
Please upload pictures of your company's main products.
Š 2019 Dragon Sourcing. All rights reserved.
2. Slewing Bearings Main producing items
Pitch bearings, Yaw bearings, Main shaft bearings, Yaw gear ring,etc.
Your company's production capacity for Slewing Bearings
Pitch Bearings
Yaw Bearings
Do you produce these Slewing Bearings (Yes/No)?
Yes
Yes
How many pcs does your company produce in 2016ďź&#x;
3000
1000
Percentage of annual turnover %
15
5
Are your slewing bearings suitable to wind turbine Industry for pitch and yaw control (rotation of blades, rotation of nacelle)?
Yes
Yes
Can you offer maximum diameter: up to 4800 mm
Yes
Yes
Can you offer maximum weight up to 7 tons?
Yes
Yes
Can you offer high grade steel alloy 42CrMo4
Yes
Yes
Production equipment,
Does your company have following production process/equipment in house?(Yes/No)
How many machines / production lines does your company have?
Forging
Yes
51
Hydraulic forging press
Yes
3
Heating furnaces
Yes
16
Hobbing machine
Yes
7
Gear measuring instrument
Yes
1 Gage beam, and some turning and grinding machines
CNC Grinding machine
Yes
7
CNC shaping machine
Yes
N/A
CNC Vertical turning machine
Yes
33
CNC Drilling Machine
Yes
20
Deep hole boring machine
Yes
1
Universal Cylindrical Grinder
Yes
1
Quenching machine
Yes
10
Induction hardening machine
Yes
4
22
Company Profile Example Manufacturing Process
Manufacturing process in-house (Yes/No)
Tensile Testing Machine
In-house
Spinning
Yes
Impact Testing Machine
In-house
Track spinning
Yes
Spectrometer
In-house
Gear cutting
Yes
Material testing machine
In-house
Tempering
Yes
Computerized Microscope
In-house
Hardening
Yes
Profile Projector
In-house
Coating from >1m – 4m
Yes
Dye penetrant testing machine
In-house
Technical dimensions range can offer for slewing bearings
Please advise up to max range can produce,
Ultrasonic Testing Equipment
In-house
QS Measuring equipment
Confidential In-house
Internal diameter (mm)
≥500
3 MW wind turbine bearing test machine
External diameter (mm)
≤5000
3D Measuring machines for tracking geometrics & cutting
height (mm)
Max 270mm (Existing products have been produced)
laboratory for material analysis
In-house
Single (kg)
Max 10000kg (Existing products have been produced)
Hardness Testing Machine
In-house
Cr (kN)
Thrust Capacity:About 12000KN; Radial:About 1200KN (Existing products have been produced)
Gauge inspection
In-house
What is your quality control standard and method?
Standard:GB/19001-2008/ISO9001:2008 Method: The physical and chemical tests are carried before and after every procedure to make sure the quality assurance.
Cor (kN)
Equal to Cr(Because the rotating disc bearing speed is very slow, which is equivalent to the creep condition, the rated static load can replace the rated dynamic load)
Grease lubrication speed (r/min)
0.1r/m～2r/m(Existing products have been produced)
Can your company provide PPAP?
No
Oil lubrication speed (r/min)
1r/m～5r/m(Existing products have been produced)
Yes, it is CAD
Thrust Capacity (pounds): From - To-
About 2.64 million pounds (Existing products have been produced)
Do you use CAD/CAM software? if yes which one?
Overturning moment：About 7.92 million pounds (Existing products have been produced)
Do you accept 3rd party QC or testing? (like SGS, Intertek, Bureau Veritas)
Yes, we accept it, and also we have the BV certificate.
Moment (pounds): From - ToRadial (pounds)- From - To-
About 0.264 million pounds (Existing products have been produced)
Can your company design/customize slewing bearings according to client's requirement?
Yes, our company has own R&D team, and we can design according to the actual requirements.
Product certificate
CE
UL
Others, Please specify.
Does your company have following product certificates (Yes/No)
No
No
GL, BV, ABS, DNV, etc
Test/Measuring Equipments in house
In-house/outsource
2.Quality management
© 2019 Dragon Sourcing. All rights reserved.
Others testing equipment's - You may want to list.
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