ProjectReady Assessment

Company Name * Required

Assessment Date * Required

Assessment Form Completed by * Required

Business Owner's Full Name * Required

Business Owner's Email * Required

Business Owner's Phone Number

Business Website

Business Address * Required

If your business uses a home address, you may include only the City, State, and Zip Code to protect your privacy.

County * Required

Primary Business Contact (if different from Business Owner)

The main person we should contact for this business.

Ownership Minority Group Affiliation (Self-Identified) * Required

51% owned by a minority or woman. Select all that apply.

Black or African-American Owned

Hispanic or Latino-Owned (includes Latino/Latina/Latine identities)

Asian-Owned

Middle Eastern or North African-Owned (MENA)

Native American or Indigenous-Owned

Pacific Islander-Owned

Multiracial-Owned

Women-Owned

Section 3 / Workforce Equity Organization

Designation(s) Currently Held * Required

Select all that apply.

DBE (Disadvantaged Business Enterprise)

MBE (Minority-Owned Business Enterprise)

MLBE (Micro-Local Business Enterprise)

WBE (Woman-Owned Business Enterprise)

Section 3

8a

Minority-Affiliated (No Official Designations Held)

Designation(s) in Process * Required

Select all that apply.

DBE (Disadvantaged Business Enterprise)

MBE (Minority-Owned Business Enterprise)

MLBE (City of Grand Rapids Micro-Local Business Enterprise)

WBE (Woman-Owned Business Enterprise)

Section 3

8a

No Designations Currently in Process

Additional Certifications * Required

Please type NA if no additional certifications

CAIA Affiliations at time of Assessment * Required

Select all that apply.

None

Affiliate HUB Member

Strong Foundations - Enrollee

Strong Foundations - Graduate

Foundations Plus

Have attended 1 or more CAIA events

Company Founding Year * Required

How Many Years of Tax Returns Have You Prepared? * Required

Company Type / Specialty * Required

Select all that apply.

Non-Construction

Architect

Casework / Millwork Contractor

Civil Contractor

Concrete Contractor

Consultant

Demolition Contractor

Door Contractor

Electrical Contractor

Engineer

Environmental / Remediation Contractor

Excavation Contractor

Fencing Contractor

Finishes Contractor

Fire Safety & Security Contractor

Fire Suppression Contractor

Flooring Contractor

General Contractor / Construction Manager

General Trades

Glass / Glazing Contractor

HVAC Contractor

Insulation Contractor

Irrigation Contractor

Landscaping Contractor

Manufacturer

Masonry Contractor

Mechanical Contractor

Metals Contractor

Painting Contractor

Paving Contractor

Plumbing Contractor

Professional Services / Interior Design

Roofing Contractor

Service Provider / Cleaning Services

Signage Contractor

Sitework Contractor

Special Construction

Specialty Contractor

Supplier

Technology / Communications Contractor

Thermal / Moisture Contractor

Transportation Contractor

Utilities Contractor

Waterway / Marine Contractor

Bonding Capacity ($) * Required

$

Insured Up To ($) * Required

$

Estimated RFPs Submitted Last Year (#) * Required

Please include the number of estimates/quotes/proposals that you submitted, NOT dollar amount.

Estimated RFPs Won Year (#) * Required

Please include the number of estimates/quotes/proposals that you submitted and then won the work, NOT dollar amount.

Estimated Annual Revenue (Previous Year) * Required

Average Contract Value * Required

What is your Experience Modification Rating? * Required

Project Type Experience * Required

Select all that apply.

Residential (Single-Family Homes)

Commercial (Retail, Restaurants, Offices, Mixed-Use)

Industrial (Warehouses, Manufacturing Facilities)

Institutional (Schools, Hospitals, Senior Living)

Multi-Family Residential

Governmental

Past Project History (any specific highlights or notable projects your company has worked on?) * Required

Are you ready and willing to joint venture? * Required

Yes

Maybe

No

What are the 2-3 biggest challenges your company is currently facing?

Financial Readiness

Accounting System (Score 1-5) * Required

Invoicing / Client Payment Capabilities (Score 1-5) * Required

Business Banking / Line of Credit(Score 1-5) * Required

Up to Date on Taxes (Score 1-5) * Required

Financial Readiness Score: _____/20 * Required

Please add scores from each of the Financial Readiness indicators to create a section total

Financial Readiness Notes

Please include any additional information regarding Financial Readiness

Project Readiness

Bonding Capacity (Score 1-5) * Required

Commercial Insurance (Score 1-5) * Required

Job Estimating / Costing Process (Score 1-5) * Required

Project Scheduling System (Score 1-5) * Required

Project Readiness Score: _____/20 * Required

Please add scores from each of the Project Readiness indicators to create a section total

Project Readiness Notes

Please include any additional information regarding Project Readiness

Business Acumen

Business Development / Networking Skills (Score 1-5) * Required

Time Management / Responsiveness (Score 1-5) * Required

Own Domain / Website / Domain-Based Email (Score 1-5) * Required

Company Branding (Score 1-5) * Required

Business Acumen Score: _____/20 * Required

Please add scores from each of the Business Acumen indicators to create a section total

Business Acumen Notes

Please include any additional information regarding Business Acumen

Company Readiness

Years in Business (Score 1-5) * Required

Business Plan (Score 1-5) * Required

Employees / Team Members (Score 1-5) * Required

Technology / Business Space (Score 1-5) * Required

Company Readiness Score: _____/20 * Required

Please add scores from each of the Company Readiness indicators to create a section total

Company Readiness Notes

Please include any additional information regarding Company Readiness

Safety Readiness

If certain sections do not apply to your business, please select [5] and explain your reasoning in the notes.

OSHA Compliance (Score 1-5) * Required

Safety Plan (Score 1-5) * Required

Licenses / Certifications (Score 1-5) * Required

TRR / EMR Ratings (Score 1-5) * Required

Safety Readiness Score: _____/20 * Required

Please add scores from each of the Safety Readiness indicators to create a section total

Safety Readiness Notes

Please include any additional information regarding Safety Readiness

Overall Total

Project Ready Score (20-100) * Required

Please calculate scores from each of the Readiness sections above to find total Readiness score and make recommendations for programming.

Recommended Programming * Required

Select all that apply.

Strong Foundations Program (<60)

Foundations Plus (60-80)

Affiliate HUB (20-100)

If Programming recommendation is different than Guidelines, please explain:

Issues / Opportunities * Required

Accounting

Bonding

Employees

EMR Rating

Estimating

Invoicing

Licenses / Certifications

Line of Credit

Marketing / Branding

Operations

Project Scheduling

Responsiveness

Safety Plan

Scheduling

Time Management

Website