Ic-vendor-scorecard-template.xlsx
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VENDOR SCORECARD TEMPLATE CRITERIA CHECKLIST *Prior to use, update criteria as needed to be consistent with RFP. Update basis for scoring to have qualitative scoring details.
1. Adherence to RFP Instructions
Scores available from 1-5. Basis for scoring must be listed with specific examples.
VENDOR 1
VENDOR 2
VENDOR 3
Timeliness
5
5
5
Arrived by deadline receives all points
Completeness
5
3
2
Completed sections in same order as RFP receives all points
Overall Quality & Level of Professionalism
2
4
3
Technically compliant and attractive receives all points
Overall Response
5
4
3
Overall quality very high receives all points
4
4
3
VENDOR 1
VENDOR 2
VENDOR 3
Financial Viability
5
5
5
Proof of financial viability receives all points (i.e., Dun & Bradstreet Report)
Organizational Structure
1
5
4
Explained structure and org chart receives all points
Experience with Similar Companies
2
4
3
Proof of similar sized and focused companies experience receives all points
Service Department
5
4
3
Service department 24/7 with appropriate language capability receives all points
References
2
5
3
Positive references from four provided (checked) receives all points
Partnerships
5
4
3
Proven external partnerships receives all points
3
5
4
VENDOR 1
VENDOR 2
VENDOR 3
Overall Comprehension of Project Objectives
5
5
5
Written section shows comprehension
Understanding of the Business Requirements
5
3
2
Written section shows comprehension
Understanding of the Business Vision
2
4
3
Written section shows comprehension
4
4
3
VENDOR 1
VENDOR 2
VENDOR 3
Completeness of Vendor Response
5
5
5
Response if fully technically compliant
Vendor Ability to Meet Requirements
1
5
4
Vendor details ability to meet requirements
3
5
5
VENDOR 1
VENDOR 2
VENDOR 3
Technology Is Sustainable
5
5
5
Track record of product history
Product Roadmap
5
3
2
Detailed roadmap for future product development
Product Development Life-Cycle
2
4
3
Life-cycle is realistic for product updates
Average Score
2. Company Information
Average Score
3. Project Understanding
Average Score
4. Requirements
Average Score
5. Product Viability & History
Criteria Checklist
BASIS FOR SCORE
BASIS FOR SCORE
BASIS FOR SCORE
BASIS FOR SCORE
BASIS FOR SCORE
Scores available from 1-5. Basis for scoring must be listed with specific examples.
New Release Process
5
4
3
4
4
3
VENDOR 1
VENDOR 2
VENDOR 3
Detailed Buyer Duties
5
5
5
Buyer duties favorable
Terms & Conditions
1
5
4
Terms & conditions favorable
Purchase Agreement Details
2
4
3
Outlines purchase details
3
5
4
VENDOR 1
VENDOR 2
VENDOR 3
Solution Is Integrated
5
5
5
Aligns with Company Objectives
5
3
2
Third-Party Products Shown
2
4
3
Ease of Use
5
4
3
System Performance
1
2
3
Flow & Simplicity
5
2
3
System Ability To Handle Requirements
2
1
4
Flexibility, Tailorability, Extensibility
3
3
3
Ability to Answer Questions
4
4
2
Application Robustness
3
5
2
4
3
3
VENDOR 1
VENDOR 2
VENDOR 3
License Fees
5
5
5
Maintenance Fees
1
5
4
Purchase Timeline
2
4
3
Licensing Period
5
4
3
Other Fees
2
5
3
3
5
4
Average Score
6. Terms & Conditions
Average Score
7. Vendor Software Demonstration
Average Score
8. Fee Summary
Average Score
New release process is comprehensive
BASIS FOR SCORE
BASIS FOR SCORE Fully integrated solution receives full points
BASIS FOR SCORE
*Change weights based on company requirements. Total score should = 1.00
CRITERIA SCORES
WEIGHT
VENDOR 1 VENDOR 2 VENDOR 3 WEIGHTED WEIGHTED WEIGHTED SCORE SCORE SCORE
1. Adherence to RFP Instructions
0.05
0.21
0.20
0.16
2. Company Information
0.05
0.67
0.90
0.70
3. Project Understanding
0.20
1.20
1.20
1.00
NOTES
4. Requirements
0.30
0.15
0.25
0.23
5. Product Viability & History
0.05
0.21
0.20
0.16
6. Terms & Conditions
0.05
0.67
1.17
1.00
7. Vendor Demonstration
0.25
0.18
0.17
0.15
8. Fee Summary
0.05
3.00
4.60
3.60
1.00
6.28
8.68
7.00
Total Score
VENDOR SCORECARD TEMPLATE CRITERIA CHECKLIST *Prior to use, update criteria as needed to be consistent with RFP. Update basis for scoring to have qualitative scoring details.
1. Adherence to RFP Instructions
Scores Available from 1-5. Basis for scoring must be listed with specific examples.
VENDOR 1
VENDOR 2
VENDOR 3
Timeliness
0
0
0
Completeness
0
0
0
Overall Quality & Level of Professionalism
0
0
0
Overall Response
0
0
0
0
0
0
VENDOR 1
VENDOR 2
VENDOR 3
Financial Viability
0
0
0
Organizational Structure
0
0
0
Experience with Similar Companies
0
0
0
Service Department
0
0
0
References
0
0
0
Partnerships
0
0
0
0
0
0
VENDOR 1
VENDOR 2
VENDOR 3
Overall Comprehension of Project Objectives
0
0
0
Understanding of the Business Requirements
0
0
0
Understanding of the Business Vision
0
0
0
0
0
0
VENDOR 1
VENDOR 2
VENDOR 3
Completeness of Vendor Response
0
0
0
Vendor Ability to Meet Requirements
0
0
0
0
0
0
VENDOR 1
VENDOR 2
VENDOR 3
Technology Is Sustainable
0
0
0
Product Roadmap
0
0
0
Product Development Life-Cycle
0
0
0
Average Score
2. Company Information
Average Score
3. Project Understanding
Average Score
4. Requirements
Average Score
5. Product Viability & History
Criteria Checklist
BASIS FOR SCORE
BASIS FOR SCORE
BASIS FOR SCORE
BASIS FOR SCORE
BASIS FOR SCORE
Scores Available from 1-5. Basis for scoring must be listed with specific examples.
New Release Process
0
0
0
0
0
0
VENDOR 1
VENDOR 2
VENDOR 3
Detailed Buyer Duties
0
0
0
Terms & Conditions
0
0
0
Purchase Agreement Details
0
0
0
0
0
0
VENDOR 1
VENDOR 2
VENDOR 3
Solution Is Integrated
0
0
0
Aligns with Company Objectives
0
0
0
Third-Party Products Shown
0
0
0
Ease of Use
0
0
0
System Performance
0
0
0
Flow & Simplicity
0
0
0
System Ability To Handle Requirements
0
0
0
Flexibility, Tailorability, Extensibility
0
0
0
Ability to Answer Questions
0
0
0
Application Robustness
0
0
0
0
0
0
VENDOR 1
VENDOR 2
VENDOR 3
License Fees
0
0
0
Maintenance Fees
0
0
0
Purchase Timeline
0
0
0
Licensing Period
0
0
0
Other Fees
0
0
0
0
0
0
Average Score
6. Terms & Conditions
Average Score
7. Vendor Software Demonstration
Average Score
8. Fee Summary
Average Score
BASIS FOR SCORE
BASIS FOR SCORE
BASIS FOR SCORE
*Change weights based on company requirements. Total score should = 1.00
CRITERIA SCORES
WEIGHT
VENDOR 1 VENDOR 2 VENDOR 3 WEIGHTED WEIGHTED WEIGHTED SCORE SCORE SCORE
1. Adherence to RFP Instructions
0.05
0.00
0.00
0.00
2. Company Information
0.05
0.00
0.00
0.00
3. Project Understanding
0.20
0.00
0.00
0.00
NOTES
4. Requirements
0.30
0.00
0.00
0.00
5. Product Viability & History
0.05
0.00
0.00
0.00
6. Terms & Conditions
0.05
0.00
0.00
0.00
7. Vendor Demonstration
0.25
0.00
0.00
0.00
8. Fee Summary
0.05
0.00
0.00
0.00
1.00
0.00
0.00
0.00
Total Score
1. Adherence to RFP Instructions
Scores available from 1-5. Basis for scoring must be listed with specific examples.
VENDOR 1
VENDOR 2
VENDOR 3
Timeliness
5
5
5
Arrived by deadline receives all points
Completeness
5
3
2
Completed sections in same order as RFP receives all points
Overall Quality & Level of Professionalism
2
4
3
Technically compliant and attractive receives all points
Overall Response
5
4
3
Overall quality very high receives all points
4
4
3
VENDOR 1
VENDOR 2
VENDOR 3
Financial Viability
5
5
5
Proof of financial viability receives all points (i.e., Dun & Bradstreet Report)
Organizational Structure
1
5
4
Explained structure and org chart receives all points
Experience with Similar Companies
2
4
3
Proof of similar sized and focused companies experience receives all points
Service Department
5
4
3
Service department 24/7 with appropriate language capability receives all points
References
2
5
3
Positive references from four provided (checked) receives all points
Partnerships
5
4
3
Proven external partnerships receives all points
3
5
4
VENDOR 1
VENDOR 2
VENDOR 3
Overall Comprehension of Project Objectives
5
5
5
Written section shows comprehension
Understanding of the Business Requirements
5
3
2
Written section shows comprehension
Understanding of the Business Vision
2
4
3
Written section shows comprehension
4
4
3
VENDOR 1
VENDOR 2
VENDOR 3
Completeness of Vendor Response
5
5
5
Response if fully technically compliant
Vendor Ability to Meet Requirements
1
5
4
Vendor details ability to meet requirements
3
5
5
VENDOR 1
VENDOR 2
VENDOR 3
Technology Is Sustainable
5
5
5
Track record of product history
Product Roadmap
5
3
2
Detailed roadmap for future product development
Product Development Life-Cycle
2
4
3
Life-cycle is realistic for product updates
Average Score
2. Company Information
Average Score
3. Project Understanding
Average Score
4. Requirements
Average Score
5. Product Viability & History
Criteria Checklist
BASIS FOR SCORE
BASIS FOR SCORE
BASIS FOR SCORE
BASIS FOR SCORE
BASIS FOR SCORE
Scores available from 1-5. Basis for scoring must be listed with specific examples.
New Release Process
5
4
3
4
4
3
VENDOR 1
VENDOR 2
VENDOR 3
Detailed Buyer Duties
5
5
5
Buyer duties favorable
Terms & Conditions
1
5
4
Terms & conditions favorable
Purchase Agreement Details
2
4
3
Outlines purchase details
3
5
4
VENDOR 1
VENDOR 2
VENDOR 3
Solution Is Integrated
5
5
5
Aligns with Company Objectives
5
3
2
Third-Party Products Shown
2
4
3
Ease of Use
5
4
3
System Performance
1
2
3
Flow & Simplicity
5
2
3
System Ability To Handle Requirements
2
1
4
Flexibility, Tailorability, Extensibility
3
3
3
Ability to Answer Questions
4
4
2
Application Robustness
3
5
2
4
3
3
VENDOR 1
VENDOR 2
VENDOR 3
License Fees
5
5
5
Maintenance Fees
1
5
4
Purchase Timeline
2
4
3
Licensing Period
5
4
3
Other Fees
2
5
3
3
5
4
Average Score
6. Terms & Conditions
Average Score
7. Vendor Software Demonstration
Average Score
8. Fee Summary
Average Score
New release process is comprehensive
BASIS FOR SCORE
BASIS FOR SCORE Fully integrated solution receives full points
BASIS FOR SCORE
*Change weights based on company requirements. Total score should = 1.00
CRITERIA SCORES
WEIGHT
VENDOR 1 VENDOR 2 VENDOR 3 WEIGHTED WEIGHTED WEIGHTED SCORE SCORE SCORE
1. Adherence to RFP Instructions
0.05
0.21
0.20
0.16
2. Company Information
0.05
0.67
0.90
0.70
3. Project Understanding
0.20
1.20
1.20
1.00
NOTES
4. Requirements
0.30
0.15
0.25
0.23
5. Product Viability & History
0.05
0.21
0.20
0.16
6. Terms & Conditions
0.05
0.67
1.17
1.00
7. Vendor Demonstration
0.25
0.18
0.17
0.15
8. Fee Summary
0.05
3.00
4.60
3.60
1.00
6.28
8.68
7.00
Total Score
VENDOR SCORECARD TEMPLATE CRITERIA CHECKLIST *Prior to use, update criteria as needed to be consistent with RFP. Update basis for scoring to have qualitative scoring details.
1. Adherence to RFP Instructions
Scores Available from 1-5. Basis for scoring must be listed with specific examples.
VENDOR 1
VENDOR 2
VENDOR 3
Timeliness
0
0
0
Completeness
0
0
0
Overall Quality & Level of Professionalism
0
0
0
Overall Response
0
0
0
0
0
0
VENDOR 1
VENDOR 2
VENDOR 3
Financial Viability
0
0
0
Organizational Structure
0
0
0
Experience with Similar Companies
0
0
0
Service Department
0
0
0
References
0
0
0
Partnerships
0
0
0
0
0
0
VENDOR 1
VENDOR 2
VENDOR 3
Overall Comprehension of Project Objectives
0
0
0
Understanding of the Business Requirements
0
0
0
Understanding of the Business Vision
0
0
0
0
0
0
VENDOR 1
VENDOR 2
VENDOR 3
Completeness of Vendor Response
0
0
0
Vendor Ability to Meet Requirements
0
0
0
0
0
0
VENDOR 1
VENDOR 2
VENDOR 3
Technology Is Sustainable
0
0
0
Product Roadmap
0
0
0
Product Development Life-Cycle
0
0
0
Average Score
2. Company Information
Average Score
3. Project Understanding
Average Score
4. Requirements
Average Score
5. Product Viability & History
Criteria Checklist
BASIS FOR SCORE
BASIS FOR SCORE
BASIS FOR SCORE
BASIS FOR SCORE
BASIS FOR SCORE
Scores Available from 1-5. Basis for scoring must be listed with specific examples.
New Release Process
0
0
0
0
0
0
VENDOR 1
VENDOR 2
VENDOR 3
Detailed Buyer Duties
0
0
0
Terms & Conditions
0
0
0
Purchase Agreement Details
0
0
0
0
0
0
VENDOR 1
VENDOR 2
VENDOR 3
Solution Is Integrated
0
0
0
Aligns with Company Objectives
0
0
0
Third-Party Products Shown
0
0
0
Ease of Use
0
0
0
System Performance
0
0
0
Flow & Simplicity
0
0
0
System Ability To Handle Requirements
0
0
0
Flexibility, Tailorability, Extensibility
0
0
0
Ability to Answer Questions
0
0
0
Application Robustness
0
0
0
0
0
0
VENDOR 1
VENDOR 2
VENDOR 3
License Fees
0
0
0
Maintenance Fees
0
0
0
Purchase Timeline
0
0
0
Licensing Period
0
0
0
Other Fees
0
0
0
0
0
0
Average Score
6. Terms & Conditions
Average Score
7. Vendor Software Demonstration
Average Score
8. Fee Summary
Average Score
BASIS FOR SCORE
BASIS FOR SCORE
BASIS FOR SCORE
*Change weights based on company requirements. Total score should = 1.00
CRITERIA SCORES
WEIGHT
VENDOR 1 VENDOR 2 VENDOR 3 WEIGHTED WEIGHTED WEIGHTED SCORE SCORE SCORE
1. Adherence to RFP Instructions
0.05
0.00
0.00
0.00
2. Company Information
0.05
0.00
0.00
0.00
3. Project Understanding
0.20
0.00
0.00
0.00
NOTES
4. Requirements
0.30
0.00
0.00
0.00
5. Product Viability & History
0.05
0.00
0.00
0.00
6. Terms & Conditions
0.05
0.00
0.00
0.00
7. Vendor Demonstration
0.25
0.00
0.00
0.00
8. Fee Summary
0.05
0.00
0.00
0.00
1.00
0.00
0.00
0.00
Total Score
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