Vendor Product Presentation Ratings Form

Vendor Product-Presentation Ratings

Name of Your Organization

Summary Sheet Project Name: Project Manager: Date of Evaluation: See instructions at the bottom of this worksheet before entering data into this form.

Rating Criteria Ease of Use: System Use; Learning curve for general users; Learning curve for power users. System Customization: Ease of Customization; Most frequent customizations; Impact on Upgrades Application / Data Security and Standards: Role level access; Control on $$ Field Views; Screen Level General System Requirements: Processing of Exceptions: Out of range data; Incomplete Data; Missing data; Duplicate data Vendor Helpdesk: Hours available; accessibility; cost; SLA Reporting & Queries: Standard System Reports; Ad-Hoc Reporting; Custom Reporting; Printing; System Queries System Maintenance: Ease; Resources Required; Business Rules set-up; Ease of Upgrades; Frequency of Upgrades System Extras: e.g. Web Ready Overall Presentation: Organized; Professional; Followed Scripts

Total of Weights:

Weight Factor

Vendor 1

Vendor 2

Vendor 3

Vendor 4

Vendor 5

Vendor 6

Score

Score

Score

Score

Score

Score

0 0 0 0 0 0 0

0 0 0

0

Total Score ===>

Template: Vendor Product-Presentation Rating form [Rev. 1.1 3/10/2005]

Page 1 of 14

Print Date: 07/18/2009

Vendor Product-Presentation Ratings

Name of Your Organization

Instructions for Summary worksheet: 1. Enter Rating Criteria appropriate to your project on the Summary Worksheet (this worksheet) 2. Enter weight factors that fit your priorities on the Summary W orksheet (this worksheet). Weight factors are whole numbers usually between 1 and 5, with 1 indicating a rating criterion of low significance and 5 indicating a rating criterion of high significance 3. Rating Criteria and Weight Factors on the Summary worksheet are automatically copied to all Vendor Worksheets 4. Enter Vendor names on this worksheet. They are automatically copied to the Vendor worksheets 5. Enter the evaluation date on each Vendor worksheet 6. Enter Reviewer names (replace Reviewer 1 through Reviewer 8) on Vendor worksheets 7. Enter evaluation scores into Vendor worksheets under each Reviewer's name 8. Weighted Scores are automatically transferred from Vendor worksheets to Summary worksheet (this worksheet)

Template: Vendor Product-Presentation Rating form [Rev. 1.1 3/10/2005]

Page 2 of 14

Print Date: 07/18/2009

Vendor Product-Presentation Ratings

Name of Your Organization

Presentation Evaluation Project Name: 0 Vendor Name: Vendor 1 Date of Evaluation:

System Maintenance: Ease; Resources Required; Business Rules set-up; Ease of Upgrades; Frequency of Upgrades System Extras: e.g. Web Ready Overall Presentation: Organized; Professional; Followed Scripts

Reviewer 8

Vendor Helpdesk: Hours available; accessibility; cost; SLA Reporting & Queries: Standard System Reports; Ad-Hoc Reporting; Custom Reporting; Printing; System Queries

Reviewer 7

Application / Data Security and Standards: Role level access; $$ Field Views; Screen Levelhere> General Control Systemon Requirements:
Reviewer 6

0

Reviewer 5

System Customization: Ease of Customization; Most frequent customizations; Impact on Upgrades

Reviewer 4

0

Reviewer 3

Ease of Use: System Use; Learning curve for general users; Learning curve for power users.

Reviewer 2 Reviewer 1

Weight Factor

Rating Criteria

Points Average

Weighted Score

0 0 0 0 0 0 0 0

Total Weighted Score ===>

Template: Vendor Product-Presentation Ratings Form [Rev 1.1, 3/10/2005]

Page 3 of 14

Print Date: 07/18/2009

Vendor Product-Presentation Ratings

Name of Your Organization

Instructions for Evaluation Worksheet: 1. Follow instructions on the Summary Worksheet 2. Enter evaluation date on each Vendor worksheet 3. Enter Reviewer names (replace Reviewer 1 through Reviewer 8) on Vendor worksheets 4. Enter evaluation scores into Vendor worksheets under each Reviewer's name 5. Weighted Scores are automatically copied from Vendor worksheets to Summary worksheet Note: Use rating scale of 1-5 1 = Does not meet expectations 2 = Somewhat meets expectations 3 = Meets expectations 4 = More than meets expectations 5 = Greatly exceeds expectations

Template: Vendor Product-Presentation Ratings Form [Rev 1.1, 3/10/2005]

Page 4 of 14

Print Date: 07/18/2009

Vendor Product-Presentation Ratings

Name of Your Organization

Presentation Evaluation Project Name: 0 Vendor Name: Vendor 2 Date of Evaluation: Reviewer 8

System Maintenance: Ease; Resources Required; Business Rules set-up; Ease of Upgrades; Frequency of Upgrades System Extras: e.g. Web Ready Overall Presentation: Organized; Professional; Followed Scripts

Reviewer 7

Application / Data Security and Standards: Role level access; $$ Field Views; Screen Levelhere> General Control Systemon Requirements:
Reviewer 6

0

Reviewer 5

System Customization: Ease of Customization; Most frequent customizations; Impact on Upgrades

Reviewer 4

0

Reviewer 3

Ease of Use: System Use; Learning curve for general users; Learning curve for power users.

Reviewer 2 Reviewer 1

Weight Factor

Rating Criteria

Points Average

Weighted Score

0 0 0 0 0 0 0 0

Total Weighted Score ===>

Template: Vendor Product-Presentation Ratings Form [Rev 1.1 3/10/2005]

Page 5 of 14

Print Date: 07/18/2009

Vendor Product-Presentation Ratings

Name of Your Organization

Instructions for Evaluation Worksheet: 1. Follow instructions on the Summary Worksheet 2. Enter evaluation date on each Vendor worksheet 3. Enter Reviewer names (replace Reviewer 1 through Reviewer 8) on Vendor worksheets 4. Enter evaluation scores into Vendor worksheets under each Reviewer's name 5. Weighted Scores are automatically copied from Vendor worksheets to Summary worksheet Note: Use rating scale of 1-5 1 = Does not meet expectations 2 = Somewhat meets expectations 3 = Meets expectations 4 = More than meets expectations 5 = Greatly exceeds expectations

Template: Vendor Product-Presentation Ratings Form [Rev 1.1 3/10/2005]

Page 6 of 14

Print Date: 07/18/2009

Vendor Product-Presentation Ratings

Name of Your Organization

Presentation Evaluation Project Name: 0 Vendor Name: Vendor 3 Date of Evaluation: Reviewer 8

Reviewer 7

Reviewer 6

Reviewer 5

System Maintenance: Ease; Resources Required; Business Rules set-up; Ease of Upgrades; Frequency of Upgrades System Extras: e.g. Web Ready Overall Presentation: Organized; Professional; Followed Scripts

Reviewer 4

System Customization: Ease of Customization; Most frequent customizations; Impact on Upgrades Application / Data Security and Standards: Role level access; $$ Field Views; Screen Levelhere> General Control Systemon Requirements:
Reviewer 3

Ease of Use: System Use; Learning curve for general users; Learning curve for power users.

Reviewer 2 Reviewer 1

Weight Factor

Rating Criteria

Points Average

Weighted Score

0 0 0 0 0 0 0 0 0 0

Total Weighted Score ===>

Template: Vendor Product-Presentation Ratings Form [Rev 1.1 3/10/2005]

Page 7 of 14

Print Date: 07/18/2009

Vendor Product-Presentation Ratings

Name of Your Organization

Instructions for Evaluation Worksheet: 1. Follow instructions on the Summary Worksheet 2. Enter evaluation date on each Vendor worksheet 3. Enter Reviewer names (replace Reviewer 1 through Reviewer 8) on Vendor worksheets 4. Enter evaluation scores into Vendor worksheets under each Reviewer's name 5. Weighted Scores are automatically copied from Vendor worksheets to Summary worksheet Note: Use rating scale of 1-5 1 = Does not meet expectations 2 = Somewhat meets expectations 3 = Meets expectations 4 = More than meets expectations 5 = Greatly exceeds expectations

Template: Vendor Product-Presentation Ratings Form [Rev 1.1 3/10/2005]

Page 8 of 14

Print Date: 07/18/2009

Vendor Product-Presentation Ratings

Name of Your Organization

Presentation Evaluation Project Name: 0 Vendor Name: Vendor 4 Date of Evaluation: Reviewer 8

Reviewer 7

Reviewer 6

Reviewer 5

System Maintenance: Ease; Resources Required; Business Rules set-up; Ease of Upgrades; Frequency of Upgrades System Extras: e.g. Web Ready Overall Presentation: Organized; Professional; Followed Scripts

Reviewer 4

System Customization: Ease of Customization; Most frequent customizations; Impact on Upgrades Application / Data Security and Standards: Role level access; $$ Field Views; Screen Levelhere> General Control Systemon Requirements:
Reviewer 3

Ease of Use: System Use; Learning curve for general users; Learning curve for power users.

Reviewer 2 Reviewer 1

Weight Factor

Rating Criteria

Points Average

Weighted Score

0 0 0 0 0 0 0 0 0 0

Total Weighted Score ===>

Template: Vendor Product-Presentation Ratings Form [Rev 1.1 3/10/2005]

Page 9 of 14

Print Date: 07/18/2009

Vendor Product-Presentation Ratings

Name of Your Organization

Instructions for Evaluation Worksheet: 1. Follow instructions on the Summary Worksheet 2. Enter evaluation date on each Vendor worksheet 3. Enter Reviewer names (replace Reviewer 1 through Reviewer 8) on Vendor worksheets 4. Enter evaluation scores into Vendor worksheets under each Reviewer's name 5. Weighted Scores are automatically copied from Vendor worksheets to Summary worksheet Note: Use rating scale of 1-5 1 = Does not meet expectations 2 = Somewhat meets expectations 3 = Meets expectations 4 = More than meets expectations 5 = Greatly exceeds expectations

Template: Vendor Product-Presentation Ratings Form [Rev 1.1 3/10/2005]

Page 10 of 14

Print Date: 07/18/2009

Vendor Product-Presentation Ratings

Name of Your Organization

Presentation Evaluation Project Name: 0 Vendor Name: Vendor 5 Date of Evaluation: Reviewer 8

Reviewer 7

Reviewer 6

Reviewer 5

System Maintenance: Ease; Resources Required; Business Rules set-up; Ease of Upgrades; Frequency of Upgrades System Extras: e.g. Web Ready Overall Presentation: Organized; Professional; Followed Scripts

Reviewer 4

System Customization: Ease of Customization; Most frequent customizations; Impact on Upgrades Application / Data Security and Standards: Role level access; $$ Field Views; Screen Levelhere> General Control Systemon Requirements:
Reviewer 3

Ease of Use: System Use; Learning curve for general users; Learning curve for power users.

Reviewer 2 Reviewer 1

Weight Factor

Rating Criteria

Points Average

Weighted Score

0 0 0 0 0 0 0 0 0 0

Total Weighted Score ===>

Template: Vendor Product-Presentation Ratings Form [Rev 1.1 3/10/2005]

Page 11 of 14

Print Date: 07/18/2009

Vendor Product-Presentation Ratings

Name of Your Organization

Instructions for Evaluation Worksheet: 1. Follow instructions on the Summary Worksheet 2. Enter evaluation date on each Vendor worksheet 3. Enter Reviewer names (replace Reviewer 1 through Reviewer 8) on Vendor worksheets 4. Enter evaluation scores into Vendor worksheets under each Reviewer's name 5. Weighted Scores are automatically copied from Vendor worksheets to Summary worksheet Note: Use rating scale of 1-5 1 = Does not meet expectations 2 = Somewhat meets expectations 3 = Meets expectations 4 = More than meets expectations 5 = Greatly exceeds expectations

Template: Vendor Product-Presentation Ratings Form [Rev 1.1 3/10/2005]

Page 12 of 14

Print Date: 07/18/2009

Vendor Product-Presentation Ratings

Name of Your Organization

Presentation Evaluation Project Name: 0 Vendor Name: Vendor 6 Date of Evaluation: Reviewer 8

Reviewer 7

Reviewer 6

Reviewer 5

System Maintenance: Ease; Resources Required; Business Rules set-up; Ease of Upgrades; Frequency of Upgrades System Extras: e.g. Web Ready Overall Presentation: Organized; Professional; Followed Scripts

Reviewer 4

System Customization: Ease of Customization; Most frequent customizations; Impact on Upgrades Application / Data Security and Standards: Role level access; $$ Field Views; Screen Levelhere> General Control Systemon Requirements:
Reviewer 3

Ease of Use: System Use; Learning curve for general users; Learning curve for power users.

Reviewer 2 Reviewer 1

Weight Factor

Rating Criteria

Points Average

Weighted Score

0 0 0 0 0 0 0 0 0 0

Total Weighted Score ===>

Template: Vendor Product-Presentation Ratings Form [Rev 1.1 3/10/2005]

Page 13 of 14

Print Date: 07/18/2009

Vendor Product-Presentation Ratings

Name of Your Organization

Instructions for Evaluation Worksheet: 1. Follow instructions on the Summary Worksheet 2. Enter evaluation date on each Vendor worksheet 3. Enter Reviewer names (replace Reviewer 1 through Reviewer 8) on Vendor worksheets 4. Enter evaluation scores into Vendor worksheets under each Reviewer's name 5. Weighted Scores are automatically copied from Vendor worksheets to Summary worksheet Note: Use rating scale of 1-5 1 = Does not meet expectations 2 = Somewhat meets expectations 3 = Meets expectations 4 = More than meets expectations 5 = Greatly exceeds expectations

Template: Vendor Product-Presentation Ratings Form [Rev 1.1 3/10/2005]

Page 14 of 14

Print Date: 07/18/2009