Research area · 14 pages
Scorecard
A weighted scorecard for comparing up to three charter proposals.
Score up to three proposals
Ratings use the research’s whole-number 0–5 scale, or U for unassessed. Unknown is not zero, and unknown is not average. Nothing you enter is sent or saved.
Step 1 · Mandatory checks
| Mandatory check | What must be established | Option 1 | Option 2 |
|---|---|---|---|
| 1. Counterparty and authority | Legal contracting parties, yacht identity and authority to offer the charter; applicable identity and sanctions checks completed Resolved by: Broker, central agent and office compliance/legal adviser | ||
| 2. Lawful operation and capacity | Permission for this yacht, guest group, itinerary and operating arrangement; applicable certificates and insurance evidence Resolved by: Yacht manager, captain and qualified maritime adviser | ||
| 3. Non-negotiable family fit | Every guest has an acceptable berth and workable access; essential dietary, supervision and assistance requirements are accepted Resolved by: Organiser, captain, chef and relevant specialist | ||
| 4. Dates and delivery | Exact embarkation/disembarkation times and ports; current availability, option status and reservation mechanism understood Resolved by: Central agent and retail broker | ||
| 5. Budget authorisation | Expected expenditure, a plausible higher-spend scenario and cash requirements are approved; material tax assumptions are resolved Resolved by: Organiser, finance approver and tax adviser | ||
| 6. Contract and exposure | Actual agreement and special conditions reviewed; material promises addressed; cancellation and disruption exposure accepted Resolved by: Principal and appropriately qualified legal/insurance advisers | ||
| 7. Payment control | Recipient and account instructions authenticated independently; authority to receive funds and release conditions understood Resolved by: Finance team and authorised recipient |
An unresolved check means hold, not an assumption that the supplier is unsuitable. A confirmed, unremedied failure means reject the current proposal.
Step 2 · Weighted criteria
| Criterion | Weight | Option 1: rating · evidence | Option 2: rating · evidence |
|---|---|---|---|
| Family fit, cabins and access | 16 | ||
| Total cost and spending control | 18 | ||
| Operating permissions and vessel insurance | 12 | ||
| Contract, disruption and charterer insurance | 12 | ||
| Current crew and service capability | 10 | ||
| Itinerary feasibility and resilience | 10 | ||
| Comfort and essential equipment | 6 | ||
| Availability and embarkation logistics | 5 | ||
| Broker accountability and incentives | 4 | ||
| Payment and funds handling | 4 | ||
| Privacy and information handling | 3 |
The 0–5 scale
- 5 — Excellent fit: fully meets the brief and provides a meaningful additional benefit or contingency.
- 4 — Good fit: meets the requirement with only minor, accepted compromises.
- 3 — Workable: meets the minimum but involves a material trade-off the principal understands.
- 2 — Weak: significant shortcomings require changes or an explicit change to the brief.
- 1 — Poor: largely unsuitable or dependent on an unagreed workaround.
- 0 — Confirmed failure: does not meet the requirement.
- U — Unassessed: information is insufficient or contradictory.
Step 3 · Result
Option 1
Complete every check, rating and evidence status to see a decision.
Option 2
Complete every check, rating and evidence status to see a decision.
Decision thresholds are the research’s suggested internal controls, not market standards. The mechanical range shows the effect of unresolved ratings; it is not a probability interval.
The method
What to judge, the stop rules and the weights.
4 pagesWhat should a charter scorecard actually judge?Score the complete proposal: yacht + current crew + broker + dates + itinerary + price + contract.Which failures should stop the deposit regardless of score?Use these seven mandatory checks before applying any approval threshold.What are the weighted criteria?Start with the following 100-point model.How do you keep suitability separate from evidence quality?Give every material claim both a fit assessment and an evidence status.
Scoring each criterion
Family fit, cost, contract, region, crew and broker.
6 pagesHow should you assess family fit and accessibility?Allocate people before comparing yacht length.How do you compare total charter cost without double-counting APA?Separate final expenditure from money advanced.Which contract and insurance questions deserve the most weight?Review the document being signed, not a generic description of ‘MYBA terms’.How should Bahamas, Caribbean and Mediterranean plans differ?Keep the core weights consistent, but change the evidence questions to match the operating area.How do you assess current crew, comfort and essential equipment?Verify the people and functions that deliver the holiday.How should you score the broker without confusing reputation with independence?Assess conduct on the current transaction.
Applying it
A worked decision board, supplier requests and refreshing the score.
4 pagesWhat does a completed three-proposal decision board look like?The following fictional comparison shows why the highest-looking fit score is not automatically the winner.What should the organiser send to suppliers?Send one standard evidence request with a deadline and secure response route.When should you refresh the scorecard?Refresh when evidence could change the decision—not merely on a calendar.What remains outside this scorecard?This framework does not inspect a yacht, authenticate every certificate, establish bank-account ownership, predict weather, guarantee service or determine enforceability.