Criteria

Criteria Rating Scale

S
c
o
r
e

0

1

2

3

4

5

6

7

8

9

10

1.  Client Knowledge of your firm

We are unknown to this client

(we have never talked with them)

We are relatively unknown to this client (we have not talked with them about this project

The client knows us (we have had discussions with them or done one or two projects)

The client knows and likes us (we have performed multiple successful projects for them)

Comment:

2.  Technical Approach

This is a stretch; limited experience on team

Staff members did this in prior jobs or subs provide key elements

We have some experience

This is one of our core competencies

Comment:

3.  Corporate Experience

New or unknown area for us

Must rely largely on subs

We have some experience but subs are the key

We can fill key positions from existing available competent personnel

Comment:

4.  Corporate Priority

Uncertain or low priority area for us

We would like this but it is not key

This is an area in which we clearly want to grow

Comment:

5.  Team Members

Project requires team members but none yet identified

Team members identified but not yet committed

Some team members committed

Commitment letters from all teammates in hand

Comment:

6.  Opportunity Awareness

This is a flier or surprise RFP. 1^st time we have seen RFP

Prior submittals or some discussion with client

Extensive pre-work with the client on this request

Comment:

7.  Opportunity to market to the client

RFP/Announcement is out, doors are closed

RFP due soon, will only be able to talk to one or two people

RFP months away. Will be able to complete a comprehensive plan and pre-sell

Comment:

8.  Competition

Unknown status, proposal earmarked for others, or many proposals expected

We are in the pack

We are clearly a top contender

Comment:

Total Score   (56 or more = Go, >56 = wait for next opportunity)

SUM