Opportunity Evaluator

• Company Name

• Client Point of Contact

• Location
  Address

• Pre Qualification Performed On

  Date

• AVI-SPL Rep Name

Opportunity Evaluator

• How soon does the client need the proposal?

  Select 0-5 Days 5-10 Days 10-15 Days 15-20 Days 20-25 Days 25-30 Days Greater than 30 days

  • 0-5 Days
  • 5-10 Days
  • 10-15 Days
  • 15-20 Days
  • 20-25 Days
  • 25-30 Days
  • Greater than 30 days

• Choose the vertical market that best describes this client

  Select Corporate Enterprise K-12 Education Higher Education Federal Government State & Local Government Healthcare Other

  • Corporate
  • Enterprise
  • K-12 Education
  • Higher Education
  • Federal Government
  • State & Local Government
  • Healthcare
  • Other

• Please explain

• Is this a new or existing client

  New

  Existing

• Are you working with the client's headquarters?

  Yes

  No

  Unsure

  N/A

• How many locations does the client have?

• Where is the client headquartered?

• What is the role of your client Point Of Contact?

  Decision Maker

  Influencer

  Recommender

  End User

  Other

• Who is the decision maker?

• What type of opportunity is this?

  Select Design / Build Consultant Specified Bid Owner Specified Bid Competative Design & Quote Design Services Only Other

  • Design / Build
  • Consultant Specified Bid
  • Owner Specified Bid
  • Competative Design & Quote
  • Design Services Only
  • Other

• Who are we competing against?

• Please Explain

• How quickly is the client prepared to award the project?

  Select Less than 30 Days 30-45 Days 45-60 Days 60-75 Days 75-90 Days Greater than 90 Days

  • Less than 30 Days
  • 30-45 Days
  • 45-60 Days
  • 60-75 Days
  • 75-90 Days
  • Greater than 90 Days

• What is the client's buying criteria? (Pick up to 2)

  Select Most Qualified Integrator Best Solution Low Price

  • Most Qualified Integrator
  • Best Solution
  • Low Price

• Has the client given us a budget for this project?

  Yes

  No

  Unsure

  N/A

• What is the client's budget?

• Have you provided the client with a Rough Order of Magnitude?

  Yes

  No

  Unsure

  N/A

• What if the Rough Order of Magnitude?

• What was the client's response the the Rough Order of Magnitude you provided?

  Acceptance

  Concern

  Rejected

  No Response

• Is the scope of the project within our core competencies?

  Yes

  No

  Unsure

  N/A

• Please describe the scope that is outside our core competencies

• How quickly would we need to commence work on site? (After Receipt of Order)

  Select Less than 2 weeks 2-4 Weeks 4-6 Weeks 6-8 Weeks 8-10 Weeks Greater than 10 Weeks

  • Less than 2 weeks
  • 2-4 Weeks
  • 4-6 Weeks
  • 6-8 Weeks
  • 8-10 Weeks
  • Greater than 10 Weeks

• Please provide a description of the project

Score Definitions

• 80%-100% = High Quality Opportunity - Proceed with Proposal Generation
  
  65% -79% = Good Quality Opportunity - Proceed with proposal generation while working to increase the quality of the opportunity
  
  50%-64% = Fair Quality Opportunity - Requires Management approval prior to DE involvement
  
  0%-49% = Poor Quality Opportunity - Increase the quality of the opportunity or discontinue pursuit of the opportunity