GO/NO-GO ASSESSMENT PROJECT EVALUATION WORKSHEET JOB NAME Big Issues
Score 10 points for each ‘Yes’ and 0 points for each ‘No.’ If your answer is ‘I don’t know’ either score 0 points or do a little research to find out. An asterisk (*) indicates a potential deal buster (a ‘no’ response to any of these questions should raise a red flag).
Yes
No
Enter Pts.
Criteria Question
10 10 10 10 10 10 10 10 10 10 10 10 10 10 10
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 *Do we know that this client is financially stable and has a good business reputation? 0 *Is the Client / Owner’s Rep willing to award to someone other than his/her favorite ? 0 *Do we know the competition and can we compete with them on this project? 0 *Do we have a strong message that will differentiate us from the competition?
0 *Do we know and have relationships with the Client and Decision Makers?
0 *Will we make our minimum fee goals on this project and meet our minimum fee goals?
0 *Is there the possibility of self performing on this project/with this client?
0 Are there future opportunities with this client?
0 Do we know the selection process and is it fair and reasonable?
0 Will the bidding/preconstruction costs be reasonable to pursue this project? 0 Do we have available time in Estimating to legitimately pursue the work?
0 Do we have the proper staff available to execute the work?
0 Contract terms reasonable (no liquidated damages clauses; will pay damage for delay)?
0 Do we have a good existing relationship with the Design Team?
0 The contract does not include any significant delegated design requirements?
0 /150 POINT SUB-TOTAL
Lesser Issues
Score 5 points for each ‘Yes’ and 0 points for each ‘No.’ If your answer is ‘I don’t know’ either
Yes
No
Enter Pts.
Criteria Question
5 5 5 5 5 5 5 5
0 0 0 0 0 0 0 0
0 Is the project within our strategic target markets?
0 Are there future opportunities for similar projects with other clients?
0 Does this project have a high profile? Buzz potential?
0 Is the schedule reasonable?
0 Do we have a successful track record and adequate portfolio with this type of project?
0 Will this project enhance our portfolio for pursuing future work? 0 Is the project within our established geographic region? 0 Is there a design-build delivery opportunity on this project?
0 /40 POINT SUB-TOTAL
0 /190 TOTAL POINTS
Scorecard 145 - 190:
Looks like a very good opportunity. Looks like a very good pursuit. 125 – 140: We have a good chance, but so do other firms. Looks like an above average pursuit. 85 - 120: Probably a NO GO. Needs to be some other reason to pursue this opportunity. < 85: NO GO. Thank the client for inviting us but politely decline the opportunity.
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