Proposal Request & Go/No Go Form

Proposal Request & Go/No Go Form

Submit this form to request marketing support for a proposal. This allows us to track and notify our team of proposal support requests.
Your name*
Your email*
Date

MonthDayYear
Date
Opportunity name*
Opportunity type*
Is this the right opportunity type?

Test Fit/Developer Presentation - requests materials to be used in meetings with developers or clients, where multiple project concepts or site ideas are presented.
Is this the right opportunity type?

Pursuit - requests marketing support when responding to a formal opportunity for a specific project. This includes RFPs, RFQs, or direct proposals where the goal is to secure a defined project with a client.
Is this the right opportunity type?

IDIQ – requests marketing support to secure a long-term contract where the firm can be selected for future projects. This is a qualifications-based submission, not tied to a single project.
Opportunity name - ClickUp
Where did you find this RFP/Q?*
Do you need marketing support?*

YesNo
Market sector*
Which office is leading this pursuit?*
Package type
Please explain.
How much effort is needed?
Due date*

MonthDayYear
Is the due date flexible or a firm deadline set by the client?*
Lead time (weeks)
Lead time (days)
Lead Time Score
Do you know the budget?*
Estimated budget*
Potential fee*
Budget or fee provided is for:*

The entire projectOnly the scope we are presenting on
Estimated budget calculation
Potential fee calculation
Will there be major subconsultants on this project?*
Based on the fees for this project, your max recommended marketing hours are below the average of 80 hours a pursuit takes to complete.
The max recommended marketing hours to spend on this pursuit based on the fee information provided.
Is there an opportunity to use in-house MEP?*

YesNo
How well does the client know Hoefer Welker?*
What is your relationship with the MAIN decision-makers?*
How relevant is this project to the firm/studio's business growth strategy?*
Expected Hoefer Welker profit (after paying subconsultants).*
Can we meet or exceed all of the evaluation criteria listed in the RFP?*
Hoefer Welker firm experience*
How much competition will there be?*
Do we need a major partner? *
Partners should be identified and ideally contacted before the Go/No-Go call.
Is financing/funding in place? *
Is there staff available?*
Project location *
What else should we know about this project? (Ex: client is new, part of a larger complex).*
Upload RFP*

Cancelof
Total Score
Go/No Go Score
Your total score is 24 or less, which is a NO GO.
Your total score is 25-40 or less and NEEDS MORE DISCUSSION.
Your total score is 41+, which is a GO.
Should be Empty:

Proposal Request & Go/No Go Form

Based on the fees for this project, your max recommended marketing hours are below the average of 80 hours a pursuit takes to complete.

Partners should be identified and ideally contacted before the Go/No-Go call.

Your total score is 24 or less, which is a NO GO.

Your total score is 25-40 or less and NEEDS MORE DISCUSSION.

Your total score is 41+, which is a GO.