Specialty

Competition Scoring

ASC Region IV Specialty Contracting Division

Team Number/Name: ______________________________________________________

Team Members:
______________________          __________________________
______________________          __________________________
______________________          alt: ________________________

1. Qualifications Package Requirements – _______ POINTS / 100

(Total Weight = 10%)

The following (fictitious) information is requested to establish your company’s (team) qualifications and understanding of the necessary resources, knowledge, history, and organization required to address the detailed problem. The owner entity wishes to evaluate your company’s character, capital, and capabilities to ensure the successful planning, execution, and completion of any project — and specifically their project.

The qualifications package is used to simulate the “short listing” process in which only those most qualified are allowed to continue in the bidding, proposing, or negotiating process. The owner may also include in their consideration how closely your company’s culture, practices, and philosophies complement their own.

This is your first introduction and opportunity to make an impression with this owner. Your qualifications package should assume that you have no previous business, direct or indirect working relationship, or history with this owner. The information contained herein should not be repeated in the final written problem proposal, or at least minimized to the extent necessary for emphasis, continuity, or clarity.

Please provide the following on your company:

• Letter of Transmittal

• Mission Statement and Management Philosophy

• Organizational Structure

• Resumes of Key Personnel

• Financial Statements

• Representative Past Projects

• Current Projects and Backlog

• Project Control Procedures / Systems

• Safety Management / Safety Record

• Quality Management

• Other

2. THE ORAL PRESENTATION – _______ POINTS / 100

(Total Weight = 20%)

How well was the material presented (as opposed to the content of what was presented)?

Some items to consider:

• Quality of visual aids, handouts

• Apparent knowledge

• Appearance / professionalism of presenters

• Freedom from distracting mannerisms

• Quality of voice (projection)

• Visual contact

• Confidence and salesmanship

• Question and answer

• Teamwork and coordination

• Other, as appropriate

Be aware of “halo effect” and presentation improvement as the day progresses.

3. THE WRITTEN SUPPLEMENT – _______ POINTS / 100

(Total Weight = 5%)

The appearance, organization, spelling, syntax, etc., and professionalism should be considered — including the content of the proposal.

Some items to consider:

• How appropriate is it, considering the nature of the project?

• How complete is it, considering the time constraints?

  • Is there anything included that adds to the value of the proposal?

  • Are there answers for all (or most) of the questions an owner might or should have?

• Is there anything missing that should have been included?

• How much redundant and/or irrelevant information is included?

• Does it add to, clarify, and is consistent with the Oral Presentation?

• Is it “Problem” specific, rather than a reiteration of the “Qualifications” package?

• Other, as appropriate

Judge’s Comments:

4. PROJECT BUDGET – _______ POINTS / 100

(Total Weight = 20%)

Analyze the dollars and cents of the proposal — both the oral and written information — with an emphasis on the latter. The judges should reach some agreement on the relative weighting of each major point to consider before a grade is assigned.

Some items to consider:

• Appropriateness of the type of price quoted (fixed, variable, guaranteed maximum, etc.)

• Reasonableness and/or accuracy of the dollar amounts quoted:

  • Overall budget

  • Major sections / items

  • Detailed and/or unit costs

  • Consistent with owner’s requirements

• Reasonableness and appropriateness of the overhead budget

• Reasonableness and appropriateness of the fee

• Amount(s) of contingency(ies)

• Any major items and/or costs not included that should have been

• Is the schedule of values or accounts consistently applied through the project schedule and cash flow projections?

• Other considerations, as appropriate

Judge’s Comments:

5. PROJECT SCHEDULES – _______ POINTS / 100

(Total Weight = 15%)

Consider the reasonableness and appropriateness of the schedule.

Do the schedules address each of the specific points provided in the information handout, and how adequately are they addressed?

• Minimal disruption of ongoing operations

• Phased move-in upon completion

• Coordination of Owner equipment purchases (if any) and deliveries with project design and construction (identification of these is considered under miscellaneous and other considerations)

• Minimal loss of business during move-in

Other items to consider:

• Overall, are the schedules in sufficient detail, considering time constraints?

• Do the schedules make sense from the standpoint of generally accepted construction methods and practices?

• If unusual or creative solutions are proposed, what assurances are there that the progress of the schedule will not be unduly jeopardized?

• Are sufficient milestones presented to permit progress evaluation should the team be awarded the contract?

• Is there enough detail to provide an evaluation of the accuracy and credibility of the schedules?

• Have critical work items and/or dates been identified?

• Other, as appropriate

Judges Comments:

6. CASH FLOW PROJECTIONS – _______ POINTS / 100

(Total Weight = 5%)

Evaluate the adequacy and accuracy of the schedule of values projections. The judges should agree on the weighting of the various factors before grades are assigned.

Some items to consider:

• Is there sufficient detail to be credible?

• Do the schedule of values projections accurately reflect both the schedule and budget?

• Do the projections provide adequate information for the owner and/or owner’s lender to project cash requirements?

• How comprehensive are the projections?

• Are the projections reasonably easy to follow and evaluate?

7. PROJECT MANAGEMENT / DELIVERY, METHODS / MATERIALS / PROCESSES AND EXECUTION PLAN – _______ POINTS / 100

(Total Weight = 20%)

Evaluate the adequacy and efficiency of the management organization and specific proposals.

Some items to consider:

• Are each of the requirements set forth in the information handout fulfilled and to what degree?

  • Narrative management plan

  • Owner / Architect / Prime Contractor / Subcontractor interfacing

  • Responsibilities of the parties

• Staffing:

  • Sufficient personnel to manage the project (assuming qualified individuals)

  • Lean enough organization to keep overhead manageable

• Does the organization make sense from a construction management and supervision standpoint?

• How well does the organization follow generally accepted management principles?

• Is the delivery plan properly supported by an administrative management/information system consistent with proposed contractual arrangements?

Judge’s Comment:

8. MISCELLANEOUS AND OTHER CONSIDERATIONS – _______ POINTS / 100

(Total Weight = 5%)

Here is where the judges must consider anything that deserves to be considered and which has not specifically been considered above.
(Note: Additional positive weighting may be applied for exceptional performance in a given area or for overall presentation. Additional negative weighting may be applied for failure to respond to owner’s requests/needs, inconsistencies, or for overall presentation.)

Judge’s Comments:

OTHER OBSERVATIONS AND/OR COMMENTS: