What I Need to Know: Opportunity Stage Use & Lifecycle
Modified on: Mon, Aug 26 2024 10:51 AM| Stage | Opportunity Status | Description |
| 01-Qualified Lead |
Open |
Lead that has been converted to a viable Opportunity. |
| 02-Go/Bid Job # |
Open |
Allocating Resources to the Project/Pursuit |
| 03-RFQ Received/In-House |
Open |
Request for Qualifications received |
| 04-SOQ Submitted |
Open |
Statement of Qualifications Submitted, and awaiting next step. |
| 05-Short Listed/Awaiting RFP |
Open |
Notified that we were shortlisted but haven't received the RFP yet and awaiting next step. |
| 06-RFP Received/In-House |
Open |
Received the RFP and working on the proposal. |
| 07-Proposal Submitted |
Open |
The proposal has been submitted and waiting notification of interview or additional client feedback. |
| 08-Interview Stage |
Open |
Received notification of participation in the interview and are prepping for the Interview. |
| 09-Awaiting Decision |
Open |
Waiting for Client to Make Award Decision |
| 10a-Sale Pending |
Open | Where we are notified we are selected for award however, we have a low level of confidence the project will move forward. These projects and revenue are not included in Division sales but are included in the marketing portion of business plans. |
| 10b-Sale Closed (Preliminary Award) |
Closed/Won | Notified we are selected for award and we have a high level of confidence the project will move forward. These projects and revenues are included in Division sales reports and as Preliminary Awards in your Business Plan. |
| 10c-Sale Closed (Converted to JIP) |
Closed/Won | Indicates the opportunity is now a JIP in CMiC. Never manually select this stage (aside from change order opportunities) as the system auto converts to this stage when moving the opportunity to a Job In Progress. The system will revert opportunity stages to 10b when attempting to manually select this stage and/or there is no corresponding JIP in CMiC. |
| 11-Lost |
Closed/Lost | Opportunity has been won by another firm. |
| 12-On Owner Hold |
Open |
Owner put Project or evaluation of Proposals on Hold. Can be at any point in Opportunity Process Pre or Post Award |
| 13-Owner Cancelled |
Closed | Owner cancelled the project or never invited us to bid on the project. |
| 14-No-Go |
Closed |
Swinerton decided not to pursue the project |
| 15-On Call Closed |
Closed |
This is the default stage when an On-Call Opportunity expiration date has passed. The system will close the Master On-Call Opportunity and change the stage to this stage. |
| 16-General Prequal Closed | Closed | This stage should be used only for tracking general or annual prequalifications that are NOT tied to a specific pursuit. When this stage is selected, the opportunity will be closed. For more information about the process, review the process here. |
FOR HIGHER DEFINITION OF THE WORKFLOW BELOW, OPEN THE PDF ATTACHMENT.
