Business Development (BD) Document Template

This Business Development (BD) template is designed to cover all essential aspects of BD operations at BEC Arabia, ensuring compliance with KSA regulations, Etimad/NUPP requirements, and international best practices.

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1. Project Identification & Opportunity Assessment

1.1 Project Details

• Project Name: [Enter Project Name]

• Client/Employer: [Client Name]

• Project Location: [City, Region, Country]

• Sector: [Infrastructure, Commercial, Residential, Industrial, etc.]

• Project Type: [New Build, Expansion, Renovation]

• Estimated Project Value: [In SAR]

• Project Timeline: [Start & Completion Date]

1.2 Market & Strategic Fit Analysis

• Alignment with BEC Arabia’s Business Strategy:

  • [✔] Fits within growth strategy

  • [✔] Supports Vision 2030 objectives

  • [✔] Aligned with PIF mega projects

• Client Relationship Status: [Existing Client / New Client]

• Regulatory & Compliance Check:

  • [✔] Prequalified on Etimad/NUPP/PIF platforms

  • [✔] Meets Saudization (Nitaqat) requirements

  • [✔] Complies with KSA Public Procurement Law

1.3 Risk & Feasibility Analysis

• Technical Feasibility: [Yes/No – Based on available resources]

• Financial Viability: [Yes/No – ROI & cash flow analysis]

• Competitive Landscape: [Main Competitors & Pricing Strategies]

• Go/No-Go Decision: [Approved/Rejected – With Justification]

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2. Tendering & Bid Preparation

2.1 Tender Details

• Tender Reference No.: [Etimad/NUPP or Client Reference Number]

• Issuing Authority: [Government Entity / Private Client]

• Submission Deadline: [Date & Time]

• Tender Submission Method: [Portal / Hard Copy / Email]

• Required Documents Checklist:

  • [✔] Technical Proposal

  • [✔] Financial Proposal

  • [✔] Compliance Certificates (ISO, Safety, Saudization, etc.)

  • [✔] Bid Security / Performance Bond

2.2 Bid Team Formation

• Business Development Lead: [Name & Contact]

• Estimation Lead: [Name & Contact]

• Legal & Contracts Manager: [Name & Contact]

• Finance Representative: [Name & Contact]

2.3 Cost & Pricing Strategy

• Direct Costs: [Material, Labor, Equipment]

• Indirect Costs: [Overheads, Contingencies]

• Profit Margin Analysis: [Targeted %]

• Final Proposed Price: [In SAR]

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3. Client Engagement & Negotiation

3.1 Client Meeting Summary

• Meeting Date & Venue: [Date & Location]

• Client Attendees: [Names & Positions]

• BEC Arabia Attendees: [Names & Positions]

• Key Discussion Points:

  • [✔] Scope Clarifications

  • [✔] Pricing Negotiations

  • [✔] Compliance Requirements

  • [✔] Timeline Adjustments

3.2 Negotiation Outcomes & Follow-Up

• Agreed Modifications: [Changes in Scope, Pricing, Payment Terms]

• Next Steps: [Contract Revisions, Additional Approvals]

• Responsible Team Members: [Names & Deadlines]

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4. Contract Finalization & Execution Readiness

4.1 Legal Review & Approval

• Contract Version: [Draft / Final / Signed]

• Legal Review Completed: [Yes/No]

• Key Contract Terms Verified:

  • [✔] Payment Terms & Guarantees

  • [✔] Risk & Liability Allocation

  • [✔] Dispute Resolution Mechanism

4.2 Financial & Project Readiness

• Advance Payment Secured: [Yes/No]

• Project Team Mobilization Plan: [Approved/Pending]

• Procurement Readiness: [Materials & Vendor Finalization]

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5. Risk Management & Monitoring

5.1 Identified Risks & Mitigation Plans

Risk Type	Likelihood	Impact	Mitigation Strategy
Regulatory Non-Compliance	High	High	Regular compliance audits
Payment Delays	High	Medium	Secure upfront payments
JV Partner Performance Risk	Medium	High	Due diligence in partner selection

5.2 Ongoing BD Monitoring & Reporting

• Monthly Performance Reports Submitted to: [CEO / BD Director]

• Pipeline Status: [Active Tenders, Bids Won, Pending Approvals]

• Lessons Learned & Process Improvements: [Enhancements in BD Workflow]

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6. Conclusion & Approval

6.1 Final BD Summary & Recommendation

• Overall Feasibility Score: [High/Medium/Low]

• Strategic Importance: [Critical/Optional]

• Final Recommendation: [Proceed / Reassess / Reject]

6.2 Sign-Off & Approval

Name	Position	Signature	Date
BD Manager	Business Development
Finance Manager	Finance
Legal Counsel	Legal & Contracts
CEO	Executive Approval

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Notes & Attachments

• Supporting Documents: [Attach relevant tender documents, contracts, and presentations]

• Approval References: [Internal meeting notes, email confirmations, or minutes]

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Conclusion

This Business Development Template provides a comprehensive, structured framework to manage project identification, tendering, bidding, client engagement, contract negotiation, and risk management at BEC Arabia. It ensures: ✅ Compliance with KSA procurement laws and PIF project requirements ✅ Strategic decision-making based on financial viability and risk assessment ✅ Efficient tracking of BD activities to enhance project acquisition success rates

🚀 With this structured approach, BEC Arabia ensures long-term business growth, market expansion, and strong industry positioning in the Saudi construction sector.