Sample EPC Contractors, private ML516 batch

Professional Piping Lead Engineer delivered as a private five-day batch for 15 engineers, 13 to 17 December 2026, virtual classroom.

D-0142Won 1 OctCorporate programmeOwner: Karim Fathy

Open proposal Open batch B-2618

Deal value

15 seats ×

Invoiced

Balance due

Days from lead to won

Corporate median is 34

New4 Sep, web form
Qualified8 Sep, score 82
Needs analysis15 Sep, 15 engineers surveyed
Proposal sent28 Sep, P-0142
Negotiation30 Sep, payment terms
Won1 Oct, purchase order received
Delivered13 to 17 Dec

Account: Sample EPC Contractors
Programme: Private batch, one course
Delivery: Virtual classroom, 5 days, 09:00 to 15:00 Gulf time
Instructor: Mahmoud Abdallah
Language: English, Arabic discussion

Source: Web form “Request a proposal”
Lead: Hala Mahrous, LD-3061
Purchase order: PO-SEC-4471
Payment terms: 50% on order, 50% before day 1
Closed: 1 Oct 2026 by Karim Fathy

Why the client is buying

The company is staffing two new process plant projects in 2027 and needs senior piping engineers who can lead a discipline team: plan deliverables, manage interfaces with process, civil and stress, and review vendor data. The needs analysis found that 11 of the 15 nominees have strong design skills but have never owned a piping man-hour estimate or a material take-off review.

Next steps

Step	Owner	Due	Status
Receive purchase order and issue invoice INV-2084	Hany Lotfy	2 Oct	Done
Collect names and emails of 15 nominees 9 of 15 received. Feeds the cohort and the corporate portal.	Karim Fathy	15 Oct	In progress
Send pre-course assessment Quiz from Quizzes & exams, results shape day 1	Nour Hamdy	15 Nov	Open
Agree two client case examples with the instructor	Mahmoud Abdallah	22 Nov	Open
Collect invoice INV-2084 Full contract value, to be received before day 1	Hany Lotfy	1 Nov	Open
Review results with the client and propose follow-on	Karim Fathy	22 Dec	Scheduled

Line	Delivery	Seats	Unit price	Discount	Total

A private batch is priced per seat at list price with a minimum of 12 seats. Certificates and CEU records are included. Prices exclude VAT; the invoice applies the tax rules set in Organisation.

Pricing rules

Person	Role in this deal	Stance	Last touch
HM Hala Mahrous L&D Manager	Main contact, runs the nomination	Champion	Today, email
MH Mostafa Helmy Lead Piping Engineer	Technical sponsor, set the learning goals	Champion	24 Sep, call
WS Wael Sorour Engineering Manager	Budget holder, signed the order	Decision maker	30 Sep, meeting
SA Samir Aziz Procurement Officer	Purchase order and vendor registration	Neutral	1 Oct, email

MALYOMAR team

KF Karim Fathy, salesNH Nour Hamdy, deliveryHL Hany Lotfy, financeMA Mahmoud Abdallah, instructor

Today 10:12 · EmailHala Mahrous sent 9 of 15 nominee names. Karim asked for the rest by 15 Oct.
2 Oct · FinanceInvoice INV-2084 issued for the full contract value, due 1 Nov. No payment is recorded yet.
1 Oct · DealStage changed to Won. Purchase order PO-SEC-4471 attached. Order created, batch B-2618 confirmed and instructor calendar blocked.
30 Sep · Meeting, 40 minWael Sorour asked for 30 days payment on the full amount. Agreed 50% on order and 50% before day 1, no price change.
28 Sep · ProposalKarim sent proposal P-0142. Opened 4 times by 3 people within a day.
24 Sep · Call, 25 minMostafa Helmy walked through the two 2027 projects. Wants estimating, interface management and vendor document review emphasised.
15 Sep · Needs analysisSkills survey completed by 15 engineers. AI summary Largest gaps: man-hour estimating, MTO review, stress interface.
8 Sep · CallQualified: 15 seats, December, budget approved in principle.
4 Sep · Web form“Request a proposal” submitted by Hala Mahrous from the corporate programs page.

Add a note

1 Oct · Karim FathyClient wants attendance reported daily to Hala, not only at the end. Set up in the corporate portal.
30 Sep · Karim FathyWael mentioned a second group of about 12 stress engineers in Q1 if this one goes well. Opened D-0145 for it.
24 Sep · Nour HamdyTheir engineers are on site Sunday to Thursday in Abu Dhabi. Sessions must end by 15:00 Gulf time.

File	Type	Added	By
P-0142 Proposal, ML516 private batch.pdf	Proposal, signed	1 Oct	Karim Fathy
PO-SEC-4471.pdf	Purchase order	1 Oct	Samir Aziz, client
Skills survey results, 15 engineers.xlsx	Needs analysis	15 Sep	Hala Mahrous, client
Vendor registration form.pdf	Procurement	29 Sep	Hany Lotfy

Files are stored in the document library under the account.

Linked records

P-0142ProposalSent 28 Sep, accepted 1 Oct, version 2Accepted B-2618Batch13 to 17 Dec · Corporate (private) · 15 of 15 seatsConfirmed INV-2084Invoice C-118Cohort9 of 15 learners namedFilling SESample EPC ContractorsIndustrial construction · UAE · 40 seats bought

Follow-on opportunity

AI suggestion

The skills survey shows 12 engineers below target on stress interface work. in the first quarter would close that gap, and the client already mentioned a second group.

Open deal D-0145 Draft proposal

Delivery readiness

Instructor confirmedYes

Virtual classroom booked5 sessions

Learners named9 of 15

Materials version2026 rev B

Certificate templateMALYOMAR completion

Readiness70%