2 outsourcing questionnaire-nylex.2005
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Questionnaire for
Outsourcing of Logistics Services
Customer Main Contacts:
Thomas Evans
tom.evans@nylex.com.au
Andrew Pollard
Nylex Corporation Pty Ltd
andrew.pollard@nylex.com.au
Kuehne + Nagel Contact:
Emanuel Kelly
National Manager
Solutions Engineering & Business Development
Contract Logistics, Australia
Kuehne + Nagel Australia Tel: + 61 (0)3 9394 3300P.O. Box 1118 Cel: + 61 (0)4 3456 19453043 VIC Dir: + 61 (0)3 9394 3360Australia E-Mail: emanuel.kelly@kuehne-nagel.com
Proprietary and Confidential Property of Kuehne + Nagel AG
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Content:
1. Required services and general questions.............................................................................3
2. Organisation ......................................................................................................................... 4
2.1. Current set-up (Organisation in General)........................................................................4
2.2. Staff (if to be taken over by Kuehne + Nagel) ................................................................4
3. Product range and product data............................................................................................5
4. Operation.............................................................................................................................. 7
4.1. Inbound........................................................................................................................... 7
4.2. Storage & Inventory........................................................................................................7
4.3. Outbound and Workflow Order Process.........................................................................8
4.4. Value added services.....................................................................................................9
4.5. Returns – Reverse Logistics ........................................................................................10
4.6. Other Processes...........................................................................................................10
4.7. KPI, Administration and Invoicing.................................................................................10
5. Information Technology.......................................................................................................11
6. Transportation and customs clearance...............................................................................12
6.1. Customs clearance.......................................................................................................12
6.2. Insurance...................................................................................................................... 12
6.3. Transportation Operation .............................................................................................12
6.4. Distribution ................................................................................................................... 13
7. Facility (if to be taken over by Kuehne + Nagel)..................................................................14
7.1. Description.................................................................................................................... 14
7.2. Facility Costs ...............................................................................................................14
7.3. Legal Issues................................................................................................................. 14
8. Equipment (if to be taken over by Kuehne + Nagel)............................................................15
8.1. Static Equipment (Racking) .........................................................................................15
8.2. Mobile Equipment.........................................................................................................15
8.3. IT Equipment Warehouse ............................................................................................15
9. Commercial matters ...........................................................................................................16
10. Attachment (XLS-file) .......................................................................................................16
Proprietary and Confidential Property of Kuehne + Nagel AG
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1. Required services and general questions
• What are the intentions to outsource the warehouse to Kuehne + Nagel? Reasons?
• What do you consider as “critical success factors” in your business and in this project?
• Which logistics services will be outsourced? Please describe the logistics services you require from Kuehne + Nagel:
o Warehousing services
o Inbound transportation
o Outbound transportation / distribution
o Value added services
• What is the scope of the required services:
• Do you intend to outsource your logistics in a shared (multi-user) Kuehne + Nagel warehouse or as a dedicated (new) warehouse solution?
• Do you wish your existing warehouse operation and staff to be taken over and managed by Kuehne + Nagel?
• What is the planned timeframe of the outsourcing project?
o Deadline for quotation or proposal of Kuehne + Nagel
o Deadline for awarding the contract
o Date of realization/implementation of operation
• Who is / are your current Logistics-service-provider(s)?
• Are there any deadlines such as notification periods, break clauses, or termination period with current Logistic Provider, which must be adhered to?
• Are there any known obstacles or further constraints, which affect the transition and implementation process, e.g. peak seasons?
• What contract terms do you look for?
o Period of validity of the contract with KN (or add to commercial issues)
o Notification rules
• How do you estimate your future growth
o What is the expected growth / changes of volume in the next 3 – 5 years?
o What are the expected changes in SKU and consignment structures in the next 3 – 5 years?
o What are the plans regarding sourcing and production sites?
o What are the expected changes in your customer base?
Proprietary and Confidential Property of Kuehne + Nagel AG
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2. Organisation
2.1.Current set-up (Organisation in General)
• Who has overall responsibility for the operation today and who is the main contact for this outsourcing project?
• How is the organisational set-up of the current operation? Please provide an organisation chart.
• What is the reporting structure of the logistics organisation?
• Are there preferred/requested opening times? What are the current working times / opening hours of the warehouse?
o Mon – Fri: from: to:
o Sat.: from: to:
o Sun. from: to:
• How many shifts per day / per week? Which shift model is in use?
• How is the staffing weighted within the shifts?
• Workload for individual process: including temps?
ProcessNumber of Employees per
shiftNumber of shifts
Inbound / Goods-in
Storage
Outbound / Goods-out
Value Added Services
Administration
Others (please specify)
Total
2.2.Staff (if to be taken over by Kuehne + Nagel)
• How many FTE in administration (“white collar”)?
• How many FTE in warehouse (“blue collar”)?
• How many temps on average?
• Are you prepared to consider non-TUPE and non-asset transfer solutions?
• Please provide detailed (anonymous) list of staff comprising per head:
o Record number
o Salary, bonus, etc
o Additional benefits: company cars, etc.
o Holidays
o Start of employment with company
o Social status (single, married, divorced)
o Number of children
o Disabled
Proprietary and Confidential Property of Kuehne + Nagel AG
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o Please provide details of accrued Pension and severance liabilities
3. Product range and product data
• Please provide information on your product range, as applicable:
o Product group, product name / brands, Description
o Number of SKU (Stock keeping unit)
o Hazardous – Yes / No. If yes, hazardous classes
o Weight per unit
o Dimensions per unit
o Stackable
o Security requirements
o Expiry date
o Value
o Other information / comments
• Please provide ABC classification
Number of different ABCD products? Total number of SKUs for all products in each category
• Please provide information on all pallet sizes including different heights, when pallets have standard heights – inbound and outbound separate if it varies.
• Waste Management: are there any items, which must be disposed for the different product groups (e.g. wrapping material, cartons, paper, plastic or even obsolete / return products)
• What is the seasonality profile? Please outline the seasonal fluctuations by indicating the number of pallets as well as the percentage figure in the table below:
Proprietary and Confidential Property of Kuehne + Nagel AG
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ABC ProductsNumber of
SKUNumber of SKU in %
A - Products (fast moving)B - Products (medium)C - Products (slow moving)Obsolete Products
total 0 0%
Dimensions %Number of
SKUPallets per
yearStackable (yes/no)
Comments
EURO-pallets 80 x 120 cmIndustrial pallets 100 x 120 cmother pallets: ............other pallets: ............Pallet cages
total 0 0 0 0
• What are peak season activity profiles within product groups?
Proprietary and Confidential Property of Kuehne + Nagel AG
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Month inbound in % outbound in % storage in % commentsJanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovember Decembertotal 0 0% 0 0% 0 0%
4. Operation
4.1. Inbound
• Please describe briefly your suppliers; how many different inbound suppliers are there and where are they located? (Where do the goods come from (facilities and countries)?
• What are the inbound service expectations?
• Are there any returns from clients to the warehouse?
o If so please provide full specification of your process including IT linkages, timings, current performance
• Average inbound volume per day and product group (if available other units like CBM may be provided as well):
• Is there any inbound pre-advise?
• Is the inbound traffic under control & management of KN?
• Can Kuehne + Nagel determine the time windows for inbound trailers/containers?
• Is it necessary to return the incoming loading carriers (e.g. pallets) to the supplier?
• Is it necessary to repack the incoming goods on loading carriers e.g. Euro-Pal?
• Is there EDI of inbound product data (e.g. purchase orders)?
• Is there an electronic proof of receipt of the incoming goods?
• Are the incoming goods labelled with a barcode?
• Are there any special packaging structures, which must be unpacked or re-packed?
4.2.Storage & Inventory
• How is the warehouse currently laid out?
o By Brand
o By Product Groups
• Storage requirements (average):
Proprietary and Confidential Property of Kuehne + Nagel AG
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product groups trailer boxessingle-product
pallet
mixed pallets
cartons per
pallet
pallet height
non-pallet
average value
volume per
inbound
origin of
goodscomments
12345
• What is your inventory strategy per product group, in case it varies:
o FIFO (First in first out)
o FEFO (First ended first out)
o LIFO (Last in first out)
o Others
• Inventory administration
o IT systems
o Stock accuracy
o Insurance topics
o Number of stock takes per year
• Preferred / prescribed method of stock takes (inventory checks) and frequency? (additional question)
o Monthly or quarterly inventory check
o Cycle count
o Etc.
• Are there any special security requirements? e.g. sprinkler, alarm, camera monitoring, theft protection, fire alarm, etc.
4.3.Outbound and Workflow Order Process
• Please provide an overview of the order management process including:
o Cut-off times
o Time for fulfilment
o Spread of incoming orders across day
• Which element in the order process is more determining: warehouse management or transportation management?
• How many orders are “outside the standard”:
o Express orders
o Emergency orders
• Are there any special packing requirements prior to despatch?
• Are there any specific security wrapping processes?
• Outbound volumes per day:
Proprietary and Confidential Property of Kuehne + Nagel AG
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product groupsnumber
of boxes
number of
pallets
number of units
volume in CBM
pallet racks
bulk storage
floor storage
only
average stock in pallets
value of stock
comments
12345
• How is the outbound shipment structure?
• Timing of pick and pack orders
• What are the daily fluctuations?
• Pallet details
o Pallet packing scheme
o Number of cartons per pallet
o Pallet size (dimensions: l*w*h)
o Number of pallets per container / truck
o If possible please provide photos of packaging
4.4.Value added services
• Please describe required value added services:
• Is there a kitting / de-kitting requirement?
o If so how is this process controlled?
o By whom?
o Is there EDI support for the entire process?
Proprietary and Confidential Property of Kuehne + Nagel AG
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MAX MIN Ø commentNUMBER OF ORDERSNUMBER OF ORDERLINES PER ORDERUNITS PER ORDERLINEKG or CBM PER ORDER
QUANTITY dimensionsSKUsOUTER CARTONSMIXED CARTONSINCOMPLETE CARTONSPALLETSOTHERS
deadline % or ordersoutbound
same/next dayup to 12:00between 12:00 and 14:00between 14:00 and 16:00between 16:00 and 18:00after 18:00
day % of ordersMondayTuesdayWednesdayThursdayFridaySaturdaySunday
o Are there special packing requirements?
• Please describe the value added service you require and average volume per month. Examples of services: kitting, quality control, labelling, assembling, manufacturing, etc.
4.5.Returns – Reverse Logistics
• Volume of return goods:
• Please describe the required returns processing activities:
o Call centre
o Quality inspections
o Testing
o Repairs
o Inventory updates
o Others
4.6.Other Processes
• What are the typical month-end processes?
• How are product range additions and deletions notified?
• What is the stock obsolescence process?
• What is the stock disposal and write-off process?
• Volumes
4.7.KPI, Administration and Invoicing
• Please provide existing SOP (Standard Operating Procedure) for your operation.
• Which KPI’s should be measured? (e.g. lead time storing in, lead time order processing)
• What are current KPI / Productivity measures?
• What are current KPI / Productivity performances?
• What is the invoicing procedure?
o Measurable units on invoice
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Product groupsItems per
monthCartons per
monthRequired services
Comment regarding returned packaging
12345
product groups servicesaverage volume
per monthsub-components
(base-units)description of services
12345
o Invoice cycle
5. Information Technology
• Which warehouse management system is used?
• Which IT systems are used for transportation management?
• Please describe ERP or SCM System as well other systems in use (e.g. SAP, JDE)
• Which interfaces for EDI are required, please specify:
o Inbound
o Purchase order data
o Pick & pack data
o Outbound
o Stock
o Others
• Is Radio Frequency required in the warehouse?
o Truck terminals
o Hand held devices
o Mounted stations
o Others
• Which barcode is used?
o EAN 128
o Others
• Do you apply RFID technology in your supply chain?
• Volume of transactions per day?
• Other issues
• Which IT systems do you use currently?
o Bookkeeping & finance software
o Supply chain software
o Warehouse administration
o Data exchange (EDI)
o Other systems
• Which interfaces are required?
• Which documents need to be generated?
• Do you need web visibility for your inventory or for distribution of your shipments?
• How many orders and order lines do you have per day on average and maximum?
• Do you require bonded warehouse and customs clearance?
Proprietary and Confidential Property of Kuehne + Nagel AG
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6. Transportation and customs clearance
6.1.Customs clearance
• In case suppliers are situated outside the EU, do you require customs clearance?
• Must the goods be cleared at 100 % before storing in?
• Customs clearance on truck or after receipt in bonded warehouse?
• Is a bonded warehouse preferred, i.e. the goods will be cleared at outbound?
• Maximum cargo value (depending on customs clearance)?
• Amount of the customs guarantee?
• Are the incoming goods "in free circulation"?
• Are there any bonded goods?
6.2. Insurance
• Which coverage is required, e.g. CMR?
• Should KN cover a further insurance against damage and loss? If yes, please indicate the throughput value of the goods/year. Please indicate the size of the limitation of liability/year and per damage. Please indicate the customer’s percentage excess.
• Should KN conclude insurance for the client against risks (fire, water a.s.o.) If yes, amount for the coverage per year and per damage.
6.3.Transportation Operation
• Which regions or countries are serviced by the facility?
• How is the inbound transportation (supplier to warehouse) organised?
• How is the outbound transportation (distribution) organised?
• How is the carrier management done and who does it?
• What are current KPI / Productivity measures?
• What are current KPI / Productivity performances?
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6.4.Distribution
• Which transportation mode do you use?
• What are the delivery leadtimes and volumes per market?
• Do you need tracking & tracing?
• Do you need electronic access to T&T, i.e. EDI with continuous updates?
• Which kind of Proof of Delivery (PoD) do you require? (Verbal / scanned / by fax / by mail, etc)
• Which information must be on the PoD?
o Delivery address
o Number of pieces
o Unit
o Weight
o Dimensions
o Product name
o Signature and printed name
o Pls add as required
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TRANSPORT MODE QUANTITY per monthFull load (above 7 tons)Part loads (2 - 7 tons)groupage (100 - 2000 kgsmall groupage (30 - 100 kg)letter and parcels (1 - 30 kg)express deliveries
Market (Country)Leadtime per location /
region in daysAverage Volume per
month in pallets
7. Facility (if to be taken over by Kuehne + Nagel)
7.1.Description
• Please provide a layout plan / description of the land and building(s), if possible in form of AutoCAD files.
• What is the size of the plot of land?
• What are the sizes (sqm or sqft) for
o Office space
o Handling area (incl. height)
o Pick & pack / value added service area (incl. height)
o Storage area (incl. height)
o High bay storage area (incl. height)
o Special areas (temperature controlled, fridges, ADR, etc)
o Yard space
o Other areas
7.2.Facility Costs
• What are the rental costs (if leased)?
• What are the calculated costs (if owned)?
• What are the additional costs (energy, heating, taxes, etc.)
7.3.Legal Issues
• Is the building owned or leased?
• What are the leasing conditions (contract period, notification, periods, etc)
• What is the book value?
• Are there any obligations on the building / plot of land (mortgage)?
• Are there any restrictions regarding use of building or land?
• How should the outsourcing be done:
o Asset deal = take over of staff and equipment
o Share deal = take over of a legal entity
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8. Equipment (if to be taken over by Kuehne + Nagel)
• Which kind of equipment do you use currently?
8.1.Static Equipment (Racking)
• Please provide a list of installed racking including:
o Date of installation
o Type and supplier
o Investment costs and current book value
o Maintenance and repair cost per year
• Are there any plans to replace or change equipment?
8.2.Mobile Equipment
• Please provide list of mobile equipment (forklift trucks, hand pump trucks, high bay lifts, etc.) including:
o Date of purchase / leasing
o Current book value / terms of leasing
o Specification and supplier
o Maintenance and repair cost per year
8.3. IT Equipment Warehouse
• Please provide list of IT equipment in the warehouse:
o Scanners
o Handheld
o Network / receivers / antennas, etc.
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9. Commercial matters
• What are the payment terms?
• How are the tariffs structured, e.g. fix and variable parts?
• Are there any minimum volume levels agreed?
• How is the inventory control and liability defined? What are the risks?
o What is the current process?
o How is it managed?
o What are the current results?
• How is the liability for inbound / outbound logistics defined?
10. Attachment (XLS-file)
• See EXCEL – file with detailed data requirements
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