{
  "publisher": {
    "name": "Global B2B Group",
    "entity": "https://globalb2bgroup.com/#organization",
    "facts": "https://globalb2bgroup.com/facts.json"
  },
  "document": {
    "humanReadable": "https://globalb2bgroup.com/calculator-methodology",
    "calculationEngineVersion": "1.2.0",
    "reviewedDate": "2026-08-21",
    "reviewedBy": "Global B2B Group commercial desk"
  },
  "scope": {
    "resultsAre": "Preliminary planning estimates",
    "isNot": [
      "Not an equipment quotation",
      "Not an engineering design or certification",
      "Not a credit decision, term sheet or financing approval",
      "Not a customs ruling or tax opinion",
      "Not a guarantee of feasibility, supplier performance or results"
    ],
    "mustBeConfirmedBy": [
      "Equipment supplier (specification, price, performance guarantee)",
      "Qualified engineer (design, utilities, compliance)",
      "Accountant or tax adviser (tax treatment, depreciation)",
      "Financing institution (eligibility, pricing, terms)",
      "Licensed customs broker (HS code, duty, import taxes)"
    ]
  },
  "defaultValuePolicy": [
    "No equipment price, energy price, labour cost, duty rate or interest rate is published as a country or sector benchmark.",
    "Any pre-set number is an editable illustrative assumption.",
    "Unknown inputs are requested from the user rather than estimated.",
    "Results that cannot be computed are returned as unavailable, not approximated."
  ],
  "privacy": {
    "resultPages": "private, noindex, excluded from XML sitemaps",
    "publicSurface": "methodology only",
    "confidentialValuesInUrls": false
  },
  "models": [
    {
      "calculatorId": "equipment-roi",
      "calculatorName": "Equipment ROI and payback",
      "calculationVersion": "1.2.0",
      "purpose": "Estimate whether an equipment investment generates enough annual net benefit to justify the total installed cost.",
      "coreFunction": "buildCashflows, buildGrowthCashflows, npv, irr, paybackFromSeries, discountedPaybackFromSeries, simplePayback, discountedPayback, annualRoi, lifetimeRoi",
      "inputDefinitions": [
        {
          "name": "Total installed investment",
          "unit": "currency",
          "note": "Equipment plus freight, duties, installation, civil works, commissioning, training, initial spares"
        },
        {
          "name": "Annual gross benefit",
          "unit": "currency/year",
          "note": "Additional contribution, labour saving and energy saving"
        },
        {
          "name": "Annual operating cost",
          "unit": "currency/year"
        },
        {
          "name": "Useful life",
          "unit": "years"
        },
        {
          "name": "Residual value",
          "unit": "currency"
        },
        {
          "name": "Discount rate",
          "unit": "% per year",
          "note": "User-entered cost of capital"
        }
      ],
      "formula": "net = gross benefit − operating cost; simple payback = investment ÷ net; NPV = Σ CFt ÷ (1+r)^t with CF0 = −investment; IRR = r where NPV = 0; lifetime ROI = (net × life + residual − investment) ÷ investment.",
      "outputDefinitions": [
        {
          "name": "Annual net benefit",
          "unit": "currency/year"
        },
        {
          "name": "Simple payback",
          "unit": "years",
          "note": "Undiscounted"
        },
        {
          "name": "Discounted payback",
          "unit": "years"
        },
        {
          "name": "Annual ROI",
          "unit": "%",
          "note": "Accounting ratio, not a discounted return"
        },
        {
          "name": "Lifetime ROI",
          "unit": "%"
        },
        {
          "name": "NPV",
          "unit": "currency"
        },
        {
          "name": "IRR",
          "unit": "%",
          "note": "Returned only when the cash-flow series changes sign"
        }
      ],
      "assumptions": [
        "Benefit is realised evenly from year 1 (no ramp-up unless entered).",
        "Cash flows occur at the end of each year.",
        "Residual value is received in the final year."
      ],
      "defaultValuePolicy": "No CAPEX, price, benefit or discount-rate value is pre-filled as a market benchmark. Any pre-set number is an editable illustrative assumption.",
      "currencyPolicy": "Single-currency model. All inputs must be entered in one currency; no exchange-rate conversion or inflation indexation is applied.",
      "taxTreatment": "Pre-tax model. Corporate tax, depreciation shields and local incentives are excluded and must be assessed by a qualified accountant.",
      "limitations": [
        "Simple payback ignores the time value of money and must not be read as a return.",
        "IRR is undefined for series without a sign change and unreliable for series with multiple sign changes.",
        "Does not model financing cost, tax, inflation or currency risk."
      ],
      "confidenceClassification": "planning-estimate",
      "usedOn": [
        "/executive-knowledge-center/calculators/roi",
        "/executive-knowledge-center/calculators/payback",
        "/financing-center/tools/payback-irr",
        "/calculators",
        "Machinery investment payback tab"
      ],
      "rfqTransfer": [
        "Project budget",
        "Annual benefit",
        "Operating cost",
        "Required payback",
        "Project life"
      ],
      "methodologyUrl": "https://globalb2bgroup.com/calculator-methodology#equipment-roi",
      "reviewedDate": "2026-08-21",
      "reviewedBy": "Global B2B Group commercial desk"
    },
    {
      "calculatorId": "production-capacity-oee",
      "calculatorName": "Production capacity and OEE",
      "calculationVersion": "1.2.0",
      "purpose": "Convert rated machine throughput into realistic saleable annual output and identify the capacity gap against a demand target.",
      "coreFunction": "capacity, capacityGap",
      "inputDefinitions": [
        {
          "name": "Rated throughput",
          "unit": "units/hour"
        },
        {
          "name": "Hours per shift",
          "unit": "hours"
        },
        {
          "name": "Shifts per day",
          "unit": "count"
        },
        {
          "name": "Operating days",
          "unit": "days/year"
        },
        {
          "name": "Planned downtime",
          "unit": "hours/year"
        },
        {
          "name": "Availability",
          "unit": "%"
        },
        {
          "name": "Performance efficiency",
          "unit": "%"
        },
        {
          "name": "Quality yield",
          "unit": "%"
        }
      ],
      "formula": "theoretical = rated × scheduled hours; planned hours = scheduled − planned downtime; gross = rated × planned hours × availability × performance; saleable = gross × quality; OEE = availability × performance × quality.",
      "outputDefinitions": [
        {
          "name": "Theoretical capacity",
          "unit": "units/year"
        },
        {
          "name": "Gross production",
          "unit": "units/year"
        },
        {
          "name": "Saleable output",
          "unit": "units/year"
        },
        {
          "name": "OEE",
          "unit": "%"
        },
        {
          "name": "Capacity gap",
          "unit": "units/year"
        },
        {
          "name": "Recommended rated output",
          "unit": "units/year",
          "note": "Demand plus a sizing margin the user sets"
        }
      ],
      "assumptions": [
        "One representative product or a weighted average product mix.",
        "Availability, performance and quality are steady-state values, not commissioning-period values."
      ],
      "defaultValuePolicy": "Availability, performance and quality are always user-editable. No machine-specific throughput is assumed on the user's behalf.",
      "currencyPolicy": "Not applicable — physical units only.",
      "taxTreatment": "Not applicable.",
      "limitations": [
        "Nameplate capacity is not expected commercial output.",
        "Does not model line balancing, buffer sizing, seasonality peaks or labour availability."
      ],
      "confidenceClassification": "planning-estimate",
      "usedOn": [
        "Machinery capacity calculators",
        "Production-line sizing tools"
      ],
      "rfqTransfer": [
        "Product",
        "Required saleable output",
        "Operating schedule",
        "OEE assumption",
        "Sizing margin"
      ],
      "methodologyUrl": "https://globalb2bgroup.com/calculator-methodology#production-capacity-oee",
      "reviewedDate": "2026-08-21",
      "reviewedBy": "Global B2B Group commercial desk"
    },
    {
      "calculatorId": "project-capex",
      "calculatorName": "Installed CAPEX and total project cost",
      "calculationVersion": "1.2.0",
      "purpose": "Separate equipment price from installed cost and total project cost so a budget request is not built on a machine quotation alone.",
      "coreFunction": "capexBreakdown, totalCostOfOwnership, costPerSaleableUnit",
      "inputDefinitions": [
        {
          "name": "Core machinery",
          "unit": "currency"
        },
        {
          "name": "Auxiliary equipment",
          "unit": "currency"
        },
        {
          "name": "Freight, insurance, duties",
          "unit": "currency"
        },
        {
          "name": "Installation, civil works, electrical, utilities",
          "unit": "currency"
        },
        {
          "name": "Automation, commissioning, training, initial spares",
          "unit": "currency"
        },
        {
          "name": "Contingency",
          "unit": "% of installed CAPEX"
        },
        {
          "name": "Working capital",
          "unit": "currency"
        }
      ],
      "formula": "equipment-only = core + auxiliary; installed = equipment-only + trade, installation and commissioning costs; project = installed + contingency + working capital; TCO = project CAPEX + annual OPEX × life.",
      "outputDefinitions": [
        {
          "name": "Equipment-only CAPEX",
          "unit": "currency"
        },
        {
          "name": "Installed CAPEX",
          "unit": "currency"
        },
        {
          "name": "Project CAPEX",
          "unit": "currency"
        },
        {
          "name": "Total cost of ownership",
          "unit": "currency"
        },
        {
          "name": "Cost per saleable unit",
          "unit": "currency/unit"
        }
      ],
      "assumptions": [
        "Every omitted category is treated as zero and reported as excluded, never estimated silently."
      ],
      "defaultValuePolicy": "Installation and contingency percentages are declared planning assumptions, editable by the user, not country benchmarks.",
      "currencyPolicy": "Single-currency model. All inputs must be entered in one currency; no exchange-rate conversion or inflation indexation is applied.",
      "taxTreatment": "Import duties and VAT are only included where the user enters them. Recoverable VAT treatment must be confirmed by an accountant.",
      "limitations": [
        "Not a quantity survey or an engineering cost estimate.",
        "Excludes land, permits, financing fees and owner's costs unless entered."
      ],
      "confidenceClassification": "planning-estimate",
      "usedOn": [
        "/industrial-capex",
        "/warehouse-construction-cost-calculator",
        "/industrial-investment/tools/capex-roi-calculator",
        "Machinery CAPEX tabs"
      ],
      "rfqTransfer": [
        "Budget categories",
        "Equipment scope",
        "Utilities",
        "Installation",
        "Contingency"
      ],
      "methodologyUrl": "https://globalb2bgroup.com/calculator-methodology#project-capex",
      "reviewedDate": "2026-08-21",
      "reviewedBy": "Global B2B Group commercial desk"
    },
    {
      "calculatorId": "financing-scenario",
      "calculatorName": "Loan, leasing and repayment scenario",
      "calculationVersion": "1.2.0",
      "purpose": "Model an illustrative repayment profile for a planned debt amount, including an interest-only grace period.",
      "coreFunction": "annuityPayment, annuityPresentValue, amortize, npv",
      "inputDefinitions": [
        {
          "name": "Debt principal",
          "unit": "currency"
        },
        {
          "name": "Interest rate",
          "unit": "% per year",
          "note": "User-entered; no market rate is assumed"
        },
        {
          "name": "Tenor",
          "unit": "years"
        },
        {
          "name": "Payments per year",
          "unit": "count"
        },
        {
          "name": "Grace period",
          "unit": "periods",
          "note": "Interest-only"
        }
      ],
      "formula": "i = annual rate ÷ periods per year; payment = P·i ÷ (1 − (1+i)^−n) over the periods after grace; during grace the payment equals interest only and the balance is unchanged.",
      "outputDefinitions": [
        {
          "name": "Periodic payment",
          "unit": "currency"
        },
        {
          "name": "Total interest",
          "unit": "currency"
        },
        {
          "name": "Total repayment",
          "unit": "currency"
        },
        {
          "name": "Repayment schedule",
          "unit": "table"
        }
      ],
      "assumptions": [
        "Fixed rate, level annuity after grace, no fees, no prepayment, no rate reset."
      ],
      "defaultValuePolicy": "No interest rate, tenor or fee level is presented as an available market term.",
      "currencyPolicy": "Single-currency model. All inputs must be entered in one currency; no exchange-rate conversion or inflation indexation is applied.",
      "taxTreatment": "Interest deductibility is excluded.",
      "limitations": [
        "Global B2B Group is not a lender or financing institution. This is an illustrative planning scenario only.",
        "Eligibility, credit decisions, security, pricing, repayment terms and disbursement are determined exclusively by the relevant financing institution."
      ],
      "confidenceClassification": "illustrative-scenario",
      "usedOn": [
        "/financing-calculator",
        "/financing-center/tools/leasing-vs-purchase",
        "Machinery leasing and industrial financing tabs"
      ],
      "rfqTransfer": [
        "Total project value",
        "Equity",
        "Requested debt",
        "Tenor",
        "Currency"
      ],
      "methodologyUrl": "https://globalb2bgroup.com/calculator-methodology#financing-scenario",
      "reviewedDate": "2026-08-21",
      "reviewedBy": "Global B2B Group commercial desk"
    },
    {
      "calculatorId": "financing-readiness-dscr",
      "calculatorName": "DSCR and financing readiness",
      "calculationVersion": "1.2.0",
      "purpose": "Show whether the projected cash flow plausibly supports the planned debt service, and what information is still missing before a lender conversation.",
      "coreFunction": "dscr, debtCapacity, annuityPresentValue, debtEquityRatio, classifyFinancingReadiness",
      "inputDefinitions": [
        {
          "name": "Project CAPEX",
          "unit": "currency"
        },
        {
          "name": "Sponsor equity",
          "unit": "currency"
        },
        {
          "name": "Requested debt",
          "unit": "currency"
        },
        {
          "name": "Projected CFADS or EBITDA",
          "unit": "currency/year"
        },
        {
          "name": "Annual debt service",
          "unit": "currency/year"
        }
      ],
      "formula": "DSCR = CFADS ÷ annual debt service; debt/equity = debt ÷ equity; equity share = equity ÷ project CAPEX.",
      "outputDefinitions": [
        {
          "name": "Indicative DSCR",
          "unit": "ratio"
        },
        {
          "name": "Debt/equity ratio",
          "unit": "ratio"
        },
        {
          "name": "Readiness classification",
          "unit": "category",
          "note": "Neutral wording only — never approved, eligible or pre-approved"
        }
      ],
      "assumptions": [
        "Steady-state CFADS; no seasonality, no covenant testing, no reserve accounts."
      ],
      "defaultValuePolicy": "No DSCR threshold is presented as a lender requirement; 1.2x is used only as a common review trigger.",
      "currencyPolicy": "Single-currency model. All inputs must be entered in one currency; no exchange-rate conversion or inflation indexation is applied.",
      "taxTreatment": "Pre-tax model. Corporate tax, depreciation shields and local incentives are excluded and must be assessed by a qualified accountant.",
      "limitations": [
        "Not a credit assessment, rating, term sheet or indication of available financing.",
        "Lender covenants, security packages and country risk are not modelled."
      ],
      "confidenceClassification": "illustrative-scenario",
      "usedOn": [
        "/financing-center/tools/dscr-calculator",
        "/financing-center/tools/debt-capacity",
        "/financing-center/tools/eligibility-checker"
      ],
      "rfqTransfer": [
        "Total project value",
        "Equity",
        "Requested debt",
        "Cash-flow assumptions"
      ],
      "methodologyUrl": "https://globalb2bgroup.com/calculator-methodology#financing-readiness-dscr",
      "reviewedDate": "2026-08-21",
      "reviewedBy": "Global B2B Group commercial desk"
    },
    {
      "calculatorId": "working-capital",
      "calculatorName": "Working capital requirement",
      "calculationVersion": "1.2.0",
      "purpose": "Estimate the cash tied up in the operating cycle once new capacity runs.",
      "coreFunction": "workingCapitalRequirement",
      "inputDefinitions": [
        {
          "name": "Annual cost of goods sold",
          "unit": "currency/year"
        },
        {
          "name": "Inventory days",
          "unit": "days"
        },
        {
          "name": "Receivable days",
          "unit": "days"
        },
        {
          "name": "Payable days",
          "unit": "days"
        }
      ],
      "formula": "cycle days = inventory + receivables − payables; requirement = (annual COGS ÷ 365) × cycle days.",
      "outputDefinitions": [
        {
          "name": "Cash conversion cycle",
          "unit": "days"
        },
        {
          "name": "Working capital requirement",
          "unit": "currency"
        }
      ],
      "assumptions": [
        "Uniform daily consumption; 365-day year; no seasonality."
      ],
      "defaultValuePolicy": "Day counts are user-entered; no sector benchmark is applied automatically.",
      "currencyPolicy": "Single-currency model. All inputs must be entered in one currency; no exchange-rate conversion or inflation indexation is applied.",
      "taxTreatment": "VAT timing effects are excluded.",
      "limitations": [
        "Excludes advance payments to equipment suppliers and letters of credit margins unless entered."
      ],
      "confidenceClassification": "planning-estimate",
      "usedOn": [
        "/executive-knowledge-center/calculators/working-capital",
        "/financing-center/tools/working-capital-gap"
      ],
      "rfqTransfer": [
        "Working-capital requirement",
        "Payment-term expectations"
      ],
      "methodologyUrl": "https://globalb2bgroup.com/calculator-methodology#working-capital",
      "reviewedDate": "2026-08-21",
      "reviewedBy": "Global B2B Group commercial desk"
    },
    {
      "calculatorId": "landed-cost",
      "calculatorName": "Landed cost and import duties",
      "calculationVersion": "1.2.0",
      "purpose": "Convert an ex-works equipment price into an estimated delivered, cleared cost.",
      "coreFunction": "landedCost",
      "inputDefinitions": [
        {
          "name": "Ex-works price",
          "unit": "currency"
        },
        {
          "name": "Freight and insurance",
          "unit": "currency"
        },
        {
          "name": "Duty rate",
          "unit": "%"
        },
        {
          "name": "VAT / import tax rate",
          "unit": "%"
        },
        {
          "name": "Clearance and inland transport",
          "unit": "currency"
        }
      ],
      "formula": "CIF = ex-works + freight + insurance; duty = CIF × duty rate; VAT = (CIF + duty) × VAT rate; landed = CIF + duty + VAT + clearance and inland.",
      "outputDefinitions": [
        {
          "name": "CIF value",
          "unit": "currency"
        },
        {
          "name": "Duty",
          "unit": "currency"
        },
        {
          "name": "VAT / import tax",
          "unit": "currency"
        },
        {
          "name": "Total landed cost",
          "unit": "currency"
        }
      ],
      "assumptions": [
        "Duty applied on CIF value; single HS classification; no preferential trade agreement unless the user lowers the rate."
      ],
      "defaultValuePolicy": "Duty and VAT rates are never pre-filled per country. The user enters the rate confirmed with their customs broker.",
      "currencyPolicy": "Single-currency model. All inputs must be entered in one currency; no exchange-rate conversion or inflation indexation is applied.",
      "taxTreatment": "VAT recoverability is not modelled.",
      "limitations": [
        "Not a customs ruling. HS code, valuation method, origin rules and exemptions must be confirmed by a licensed customs broker."
      ],
      "confidenceClassification": "planning-estimate",
      "usedOn": [
        "/executive-knowledge-center/calculators/import-duties"
      ],
      "rfqTransfer": [
        "Incoterms expectation",
        "Destination country",
        "Budget including landed cost"
      ],
      "methodologyUrl": "https://globalb2bgroup.com/calculator-methodology#landed-cost",
      "reviewedDate": "2026-08-21",
      "reviewedBy": "Global B2B Group commercial desk"
    },
    {
      "calculatorId": "break-even",
      "calculatorName": "Break-even volume",
      "calculationVersion": "1.2.0",
      "purpose": "Identify the annual volume at which contribution margin covers fixed cost.",
      "coreFunction": "breakEvenVolume",
      "inputDefinitions": [
        {
          "name": "Annual fixed cost",
          "unit": "currency/year"
        },
        {
          "name": "Selling price per unit",
          "unit": "currency/unit"
        },
        {
          "name": "Variable cost per unit",
          "unit": "currency/unit"
        }
      ],
      "formula": "break-even volume = annual fixed cost ÷ (price − variable cost).",
      "outputDefinitions": [
        {
          "name": "Break-even volume",
          "unit": "units/year"
        }
      ],
      "assumptions": [
        "Linear cost and price behaviour across the relevant volume range."
      ],
      "defaultValuePolicy": "Prices and costs are always user-entered.",
      "currencyPolicy": "Single-currency model. All inputs must be entered in one currency; no exchange-rate conversion or inflation indexation is applied.",
      "taxTreatment": "Pre-tax model. Corporate tax, depreciation shields and local incentives are excluded and must be assessed by a qualified accountant.",
      "limitations": [
        "Returns no result when contribution margin is zero or negative, instead of showing an artificial number."
      ],
      "confidenceClassification": "deterministic-formula",
      "usedOn": [
        "ROI calculators",
        "Machinery business-case tabs"
      ],
      "rfqTransfer": [
        "Target volume",
        "Required saleable output"
      ],
      "methodologyUrl": "https://globalb2bgroup.com/calculator-methodology#break-even",
      "reviewedDate": "2026-08-21",
      "reviewedBy": "Global B2B Group commercial desk"
    },
    {
      "calculatorId": "should-cost",
      "calculatorName": "Should-cost (cost build-up) model",
      "calculationVersion": "1.2.0",
      "purpose": "Estimate independently what a custom or low-competition piece of industrial equipment should reasonably cost, by building the price up from material, labour, machine time, overhead, SG&A and supplier margin, then comparing that build-up against a received quotation.",
      "coreFunction": "shouldCost",
      "inputDefinitions": [
        {
          "name": "Purchased material weight",
          "unit": "kg",
          "note": "Net finished weight of steel or raw material in the machine"
        },
        {
          "name": "Delivered material price",
          "unit": "currency/kg"
        },
        {
          "name": "Scrap / offcut allowance",
          "unit": "%",
          "note": "Purchased weight above net weight"
        },
        {
          "name": "Direct labour hours",
          "unit": "hours",
          "note": "Fabrication, assembly, wiring, test"
        },
        {
          "name": "Loaded labour rate",
          "unit": "currency/hour",
          "note": "Country-specific, including social cost"
        },
        {
          "name": "Machine / process hours",
          "unit": "hours",
          "note": "CNC, laser, welding cell, paint line"
        },
        {
          "name": "Machine hour rate",
          "unit": "currency/hour",
          "note": "Depreciation, power, tooling"
        },
        {
          "name": "Bought-out components",
          "unit": "currency",
          "note": "Motors, drives, PLC, gearboxes, valves, bearings"
        },
        {
          "name": "Packaging and freight",
          "unit": "currency",
          "note": "To the agreed Incoterm"
        },
        {
          "name": "Factory overhead",
          "unit": "% of conversion cost"
        },
        {
          "name": "SG&A recovery",
          "unit": "% of factory cost"
        },
        {
          "name": "Supplier margin",
          "unit": "% of total cost"
        },
        {
          "name": "Quoted price",
          "unit": "currency",
          "note": "Optional, same currency and Incoterm as the model"
        }
      ],
      "formula": "Direct material = weight x price/kg x (1 + scrap%). Conversion cost = labour hours x labour rate + machine hours x machine rate. Factory overhead = conversion cost x overhead%. Factory cost = direct material + bought-out + conversion + overhead. SG&A = factory cost x SG&A%. Total cost = factory cost + SG&A. Margin = total cost x margin%. Should-cost ex-works = total cost + margin. Delivered should-cost = ex-works + packaging and freight. Variance = quoted price - delivered should-cost.",
      "outputDefinitions": [
        {
          "name": "Cost build-up by line",
          "unit": "currency",
          "note": "Material, bought-out, labour, machine, overhead, SG&A, margin, freight"
        },
        {
          "name": "Should-cost ex-works",
          "unit": "currency"
        },
        {
          "name": "Delivered should-cost",
          "unit": "currency",
          "note": "At the same Incoterm as the quotation"
        },
        {
          "name": "Variance vs quotation",
          "unit": "currency and %",
          "note": "Positive means the quote sits above the modelled cost"
        }
      ],
      "assumptions": [
        "Cost assumptions are entered by the buyer; the model contains no supplier price database and no market pricing data.",
        "One machine or one lot is modelled at a time; batch discounts and learning-curve effects are not applied automatically.",
        "Overhead, SG&A and margin are applied as flat percentages in the sequence shown in the formula.",
        "Quoted price and delivered should-cost must share the same currency and the same Incoterm to be comparable."
      ],
      "defaultValuePolicy": "Defaults are illustrative starting values for a mid-size fabricated machine and must be replaced with buyer-verified rates for the relevant supplier country before the result is used in negotiation.",
      "currencyPolicy": "Single-currency model. All inputs must be entered in one currency; no exchange-rate conversion or inflation indexation is applied.",
      "taxTreatment": "Pre-tax model. Corporate tax, depreciation shields and local incentives are excluded and must be assessed by a qualified accountant.",
      "limitations": [
        "Not a market benchmark: it derives an independent estimate from cost components rather than comparing competing quotes.",
        "Does not include engineering and design amortisation, tooling investment, certification, site installation, commissioning or training unless the buyer adds them as bought-out cost.",
        "Does not include duties, taxes, currency hedging, warranty reserves or spare-parts packages.",
        "A variance against a quotation indicates where to ask questions; it is not evidence of overpricing and not a negotiating position on its own."
      ],
      "confidenceClassification": "planning-estimate",
      "usedOn": [
        "/should-cost-calculator"
      ],
      "rfqTransfer": [
        "Target cost range",
        "Cost-breakdown request (open-book lines)",
        "Incoterm and currency basis",
        "Bought-out component scope"
      ],
      "methodologyUrl": "https://globalb2bgroup.com/calculator-methodology#should-cost",
      "reviewedDate": "2026-08-21",
      "reviewedBy": "Global B2B Group commercial desk"
    },
    {
      "calculatorId": "rfq-readiness-score",
      "calculatorName": "RFQ readiness score",
      "calculationVersion": "1.2.0",
      "purpose": "Score how ready an industrial project is to go out to qualified suppliers, and list the specific gaps that make quotations non-comparable before the RFQ is issued.",
      "coreFunction": "weighted qualification scoring (pure scoring model, no financial math)",
      "inputDefinitions": [
        {
          "name": "Scope definition",
          "unit": "qualification answer",
          "note": "Capacity, process and battery limits written down"
        },
        {
          "name": "Technical specification",
          "unit": "qualification answer",
          "note": "Standards, utilities, materials, automation level"
        },
        {
          "name": "Budget status",
          "unit": "qualification answer",
          "note": "No budget / indicative / approved"
        },
        {
          "name": "Project value",
          "unit": "currency",
          "note": "Indicative installed value in USD"
        },
        {
          "name": "Timeline",
          "unit": "qualification answer",
          "note": "Required in-service date defined and realistic"
        },
        {
          "name": "Site readiness",
          "unit": "qualification answer",
          "note": "Location, permits, utilities, civil works"
        },
        {
          "name": "Decision process",
          "unit": "qualification answer",
          "note": "Named decision maker and approval path"
        },
        {
          "name": "Commercial terms",
          "unit": "qualification answer",
          "note": "Incoterm, currency, payment terms, warranty expectations"
        },
        {
          "name": "Acceptance criteria",
          "unit": "qualification answer",
          "note": "FAT/SAT and performance guarantees defined"
        },
        {
          "name": "Financing route",
          "unit": "qualification answer",
          "note": "Cash, bank facility, third-party financing to be explored"
        }
      ],
      "formula": "Each of the ten qualification areas carries a fixed weight. Score = sum(weight x answer level) / sum(weight x maximum level) x 100. Readiness band: 0–39 early scoping, 40–64 shortlist preparation, 65–84 RFQ ready, 85–100 tender ready. Any area answered at level 0 is listed as a blocking gap regardless of the total score.",
      "outputDefinitions": [
        {
          "name": "Readiness score",
          "unit": "0–100"
        },
        {
          "name": "Readiness band",
          "unit": "label"
        },
        {
          "name": "Blocking gaps",
          "unit": "list",
          "note": "Areas that make quotes non-comparable"
        },
        {
          "name": "Recommended next step",
          "unit": "label"
        }
      ],
      "assumptions": [
        "All answers are buyer self-declared; nothing is verified by Global B2B Group.",
        "Weights reflect how strongly each area affects quote comparability in cross-border industrial equipment purchases.",
        "The score measures preparation quality, not the technical or commercial merit of the project."
      ],
      "defaultValuePolicy": "Every question starts unanswered at the lowest level so the score can only rise as real information is supplied.",
      "currencyPolicy": "Single-currency model. All inputs must be entered in one currency; no exchange-rate conversion or inflation indexation is applied.",
      "taxTreatment": "Pre-tax model. Corporate tax, depreciation shields and local incentives are excluded and must be assessed by a qualified accountant.",
      "limitations": [
        "Not a supplier assessment, a price estimate or a guarantee that suppliers will bid.",
        "A high score does not imply approval, capacity availability or delivery feasibility.",
        "Sector-specific regulatory, hygiene or safety requirements are not assessed."
      ],
      "confidenceClassification": "planning-estimate",
      "usedOn": [
        "/rfq-readiness-score"
      ],
      "rfqTransfer": [
        "Readiness score and band",
        "Blocking gaps",
        "Budget status",
        "Timeline",
        "Financing intention"
      ],
      "methodologyUrl": "https://globalb2bgroup.com/calculator-methodology#rfq-readiness-score",
      "reviewedDate": "2026-08-21",
      "reviewedBy": "Global B2B Group commercial desk"
    },
    {
      "calculatorId": "supplier-proposal-comparison",
      "calculatorName": "Supplier proposal comparison",
      "calculationVersion": "1.2.0",
      "purpose": "Structure a buyer's reading of two or three industrial equipment or project proposals across fifteen written criteria, surfacing missing information, stated exclusions and basis differences that make headline prices non-comparable.",
      "coreFunction": "criterion completeness and divergence mapping (no financial math, no supplier ranking)",
      "inputDefinitions": [
        {
          "name": "Proposal price",
          "unit": "currency",
          "note": "Optional headline figure per supplier, in one currency"
        },
        {
          "name": "Criterion status",
          "unit": "stated / not stated / excluded / unclear",
          "note": "Buyer-assessed per proposal across 15 criteria"
        },
        {
          "name": "Criteria covered",
          "unit": "list",
          "note": "Price basis, capacity, scope, installation, commissioning, warranty, lead time, energy, service, spares, payment terms, exclusions, automation, lifetime"
        }
      ],
      "formula": "Completeness per proposal = stated criteria / 15 x 100. Divergence flag = any criterion where proposals differ in status (one stated while another excludes or omits). The model produces no ranking and no winner by design.",
      "outputDefinitions": [
        {
          "name": "Documentation completeness",
          "unit": "% per proposal",
          "note": "Not a supplier ranking"
        },
        {
          "name": "Stated exclusions",
          "unit": "list per proposal"
        },
        {
          "name": "Clarification requests",
          "unit": "list per proposal",
          "note": "Criteria not stated in writing"
        },
        {
          "name": "Comparison risks",
          "unit": "list",
          "note": "Criteria where proposals differ in basis"
        }
      ],
      "assumptions": [
        "All statuses are buyer self-declared from the supplier documents; nothing is verified by Global B2B Group.",
        "The fifteen criteria reflect cross-sector industrial equipment and turnkey project procurement practice."
      ],
      "defaultValuePolicy": "Every criterion starts as 'not stated' so completeness can only rise as the buyer confirms written content in the proposal documents.",
      "currencyPolicy": "Single-currency model. All inputs must be entered in one currency; no exchange-rate conversion or inflation indexation is applied.",
      "taxTreatment": "Pre-tax model. Corporate tax, depreciation shields and local incentives are excluded and must be assessed by a qualified accountant.",
      "limitations": [
        "Does not rank, score or recommend suppliers, and never declares the cheapest proposal the winner.",
        "Completeness measures written commitment, not technical quality, delivery capability or commercial merit.",
        "Technical evaluation, reference checks and site visits remain the buyer's responsibility."
      ],
      "confidenceClassification": "planning-estimate",
      "usedOn": [
        "/supplier-proposal-comparison"
      ],
      "rfqTransfer": [
        "Clarification gaps per supplier",
        "Exclusion lists",
        "Basis differences to equalize",
        "Price basis and currency"
      ],
      "methodologyUrl": "https://globalb2bgroup.com/calculator-methodology#supplier-proposal-comparison",
      "reviewedDate": "2026-08-21",
      "reviewedBy": "Global B2B Group commercial desk"
    },
    {
      "calculatorId": "project-eligibility-screen",
      "calculatorName": "Project and financing eligibility screen",
      "calculationVersion": "1.2.0",
      "purpose": "Screen whether a project fits the Global B2B Group engagement threshold and which independent third-party financing routes are worth exploring, before any supplier or lender is approached.",
      "coreFunction": "threshold and rule-based channel screening (pure scoring model, no credit math)",
      "inputDefinitions": [
        {
          "name": "Project value",
          "unit": "currency",
          "note": "Indicative total installed value in USD"
        },
        {
          "name": "Commercial use",
          "unit": "qualification answer",
          "note": "Commercial or industrial end use"
        },
        {
          "name": "Sponsor equity share",
          "unit": "% of project cost"
        },
        {
          "name": "Revenue visibility",
          "unit": "qualification answer",
          "note": "Contracted offtake, partial, or merchant"
        },
        {
          "name": "Operating history",
          "unit": "qualification answer",
          "note": "Greenfield, expansion of an operating business, or replacement"
        },
        {
          "name": "Cross-border sourcing",
          "unit": "qualification answer"
        },
        {
          "name": "Equipment origin",
          "unit": "qualification answer",
          "note": "OECD or non-OECD"
        },
        {
          "name": "Required tenor",
          "unit": "years"
        },
        {
          "name": "Documentation status",
          "unit": "qualification answer",
          "note": "Feasibility study, financials, permits"
        }
      ],
      "formula": "Engagement fit = project value >= USD 250,000 AND commercial or industrial end use. Financing routes are screened by rule: ECA requires cross-border sourcing, OECD-origin equipment and sponsor equity >= 15%; DFI/MDB requires scale and development impact; limited-recourse project finance requires scale, tenor >= 7 years, sponsor equity >= 20% and revenue visibility; commercial bank and leasing routes apply below those thresholds. Each route returns likely fit, possible fit or unlikely with the deciding reason.",
      "outputDefinitions": [
        {
          "name": "Engagement fit",
          "unit": "label",
          "note": "Against the USD 250,000 threshold"
        },
        {
          "name": "Financing route verdicts",
          "unit": "list",
          "note": "Likely / possible / unlikely with the deciding reason"
        },
        {
          "name": "Documentation gaps",
          "unit": "list"
        }
      ],
      "assumptions": [
        "Thresholds follow published market conventions such as the OECD Arrangement 15% minimum down payment; individual institutions set their own criteria.",
        "Answers are self-declared and unverified."
      ],
      "defaultValuePolicy": "Neutral mid-range defaults; every field is intended to be replaced with project-specific values.",
      "currencyPolicy": "Single-currency model. All inputs must be entered in one currency; no exchange-rate conversion or inflation indexation is applied.",
      "taxTreatment": "Pre-tax model. Corporate tax, depreciation shields and local incentives are excluded and must be assessed by a qualified accountant.",
      "limitations": [
        "Not a credit assessment, an eligibility ruling, an offer or a commitment. Global B2B Group is not a bank, lender or financing institution.",
        "Every financing decision, term and disbursement is controlled by the relevant licensed institution.",
        "Country sanctions, KYC, AML and sector-specific restrictions are not screened."
      ],
      "confidenceClassification": "illustrative-scenario",
      "usedOn": [
        "/project-eligibility"
      ],
      "rfqTransfer": [
        "Engagement fit",
        "Indicative project value",
        "Financing routes to explore",
        "Documentation gaps"
      ],
      "methodologyUrl": "https://globalb2bgroup.com/calculator-methodology#project-eligibility-screen",
      "reviewedDate": "2026-08-21",
      "reviewedBy": "Global B2B Group commercial desk"
    }
  ],
  "terminology": [
    {
      "term": "CAPEX",
      "definition": "Capital expenditure — one-off investment cost to acquire and install an asset."
    },
    {
      "term": "OPEX",
      "definition": "Operating expenditure — recurring cost of running the asset."
    },
    {
      "term": "Installed cost",
      "definition": "Equipment price plus freight, duties, installation, civil works and commissioning."
    },
    {
      "term": "Total cost of ownership",
      "definition": "Project CAPEX plus operating cost over the asset's useful life."
    },
    {
      "term": "ROI",
      "definition": "Accounting ratio of net benefit to investment. Not discounted."
    },
    {
      "term": "Payback",
      "definition": "Time for cumulative net benefit to equal the investment."
    },
    {
      "term": "NPV",
      "definition": "Present value of all cash flows discounted at the chosen rate."
    },
    {
      "term": "IRR",
      "definition": "Discount rate at which NPV equals zero."
    },
    {
      "term": "OEE",
      "definition": "Availability × performance × quality — realistic equipment effectiveness."
    },
    {
      "term": "Throughput",
      "definition": "Rate of processed material or units per unit of time."
    },
    {
      "term": "Saleable output",
      "definition": "Good output after downtime, speed losses and quality rejects."
    },
    {
      "term": "Equity",
      "definition": "Owner-contributed funding, not repaid as debt."
    },
    {
      "term": "Debt",
      "definition": "Borrowed funding repaid with interest under agreed terms."
    },
    {
      "term": "Tenor",
      "definition": "Total repayment period of a debt facility."
    },
    {
      "term": "DSCR",
      "definition": "Cash available for debt service divided by debt service due in the same period."
    },
    {
      "term": "FAT",
      "definition": "Factory acceptance test — verification at the supplier's works before shipment."
    },
    {
      "term": "SAT",
      "definition": "Site acceptance test — verification after installation at the buyer's site."
    },
    {
      "term": "Commissioning",
      "definition": "Bringing installed equipment into stable, specified production."
    }
  ]
}