OTS-OPE-FRM-069 Go / No Go - Pre-Quote Review

Go / No Go - Pre-Quote Review

To determine whether OTS should proceed with quoting/estimating the opportunity before time is spent preparing a quote, attending site meetings, engaging suppliers, or allocating estimating resources.
Section 1: Opportunity Details
Client / Enquiry Source
Person Completing Form
Project / Works Description
Site / Location

Street Address

Street Address Line 2

CityState

Postal Code
Requested Quote Due Date

DayMonthYear
Date
Estimated Project Value
Select the best estimate based on the information available at enquiry stage. This does not need to be exact, but should reflect the likely project value or client budget where known.
Section 2: Fit for OTS
Are the works within OTS’s normal scope of services?
Does OTS have the required capability to complete the works?
Are suitable resources likely to be available within the required timeframe?
Is this client / opportunity commercially suitable for OTS?
Section 3: Initial Risk Check
Are there any obvious risks or concerns before quoting?

Other
Risk / Concern Details
Section 4: Quote Effort Required
What level of estimating effort is required?
Is a site visit required before quoting?
Section 5: Go / No Go Recommendation
Recommendation
Reason for Recommendation
Supporting Documents Upload

Upload enquiry, scope, drawings, photos, specifications, client correspondence or tender documents.
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Initial Reviewer
All Recommendations are reviewed by Colin before resources are committed or contract conditions are accepted. Colin will escalate to relevant people.
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Go / No Go - Pre-Quote Review

Section 1: Opportunity Details

Section 2: Fit for OTS

Section 3: Initial Risk Check

Section 4: Quote Effort Required

Section 5: Go / No Go Recommendation