Vendor Proposal 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
Weight Factor
Executive Summary
0
Project Overview & Approach
0
System Requirements
0
Technical Requirements
0
Implementation Requirements
0
Vendor & Product Information
0
Firm's Experience
0
Vendor 1
Vendor 2
Vendor 3
Vendor 4
Vendor 5
Vendor 6
Score
Score
Score
Score
Score
Score
0 0 0 Total of Weights:
0
Total Score ===>
Template: Vendor Proposal Rating form [Rev. 1.1 3/12/2005]
Page 1 of 15
Print Date: 07/18/2009
Vendor Proposal Ratings
Template: Vendor Proposal Rating form [Rev. 1.1 3/12/2005]
Page 2 of 15
Name of Your Organization
Print Date: 07/18/2009
Vendor Proposal Ratings
Name of Your Organization
Instructions for Summary worksheet: 1. Enter Rating Criteria appropriate to your project on this Summary Worksheet 2. Enter weight factors that fit your priorities on this Summary 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 all 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 Proposal Rating form [Rev. 1.1 3/12/2005]
Page 3 of 15
Print Date: 07/18/2009
Vendor Proposal Ratings
Name of Your Organization
Proposal Evaluation Project Name: 0 Vendor Name: Vendor 1 Date of Evaluation:
Technical Requirements
0
Implementation Requirements
0
Vendor & Product Information
0
Firm's Experience
0
0
0
0
0
0
0
Reviewer 8
0
Reviewer 7
System Requirements
Reviewer 6
0
Reviewer 5
Project Overview & Approach
Reviewer 4
0
Reviewer 3
Executive Summary
Reviewer 2 Reviewer 1
Weight Factor
Rating Criteria
Points Average
Weighted Score
Total Weighted Score ===>
Template: Vendor Proposal Ratings Form [Rev 1.1 3/12/2005]
Page 4 of 15
Print Date: 07/18/2009
Vendor Proposal 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 Proposal Ratings Form [Rev 1.1 3/12/2005]
Page 5 of 15
Print Date: 07/18/2009
Vendor Proposal Ratings
Name of Your Organization
Proposal Evaluation Project Name: 0 Vendor Name: Vendor 2 Date of Evaluation:
Technical Requirements
0
Implementation Requirements
0
Vendor & Product Information
0
Firm's Experience
0
0
0
0
0
0
0
Reviewer 8
0
Reviewer 7
System Requirements
Reviewer 6
0
Reviewer 5
Project Overview & Approach
Reviewer 4
0
Reviewer 3
Executive Summary
Reviewer 2 Reviewer 1
Weight Factor
Rating Criteria
Points Average
Weighted Score
Total Weighted Score ===>
Template: Vendor Proposal Ratings Form [Rev 1.1 3/12/2005]
Page 6 of 15
Print Date: 07/18/2009
Vendor Proposal 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 Proposal Ratings Form [Rev 1.1 3/12/2005]
Page 7 of 15
Print Date: 07/18/2009
Vendor Proposal Ratings
Name of Your Organization
Proposal Evaluation Project Name: 0 Vendor Name: Vendor 3 Date of Evaluation:
Technical Requirements
0
Implementation Requirements
0
Vendor & Product Information
0
Firm's Experience
0
0
0
0
0
0
0
Reviewer 8
0
Reviewer 7
System Requirements
Reviewer 6
0
Reviewer 5
Project Overview & Approach
Reviewer 4
0
Reviewer 3
Executive Summary
Reviewer 2 Reviewer 1
Weight Factor
Rating Criteria
Points Average
Weighted Score
Total Weighted Score ===>
Template: Vendor Proposal Ratings Form [Rev 1.1 3/12/2005]
Page 8 of 15
Print Date: 07/18/2009
Vendor Proposal 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 Proposal Ratings Form [Rev 1.1 3/12/2005]
Page 9 of 15
Print Date: 07/18/2009
Vendor Proposal Ratings
Name of Your Organization
Proposal Evaluation Project Name: 0 Vendor Name: Vendor 4 Date of Evaluation:
Technical Requirements
0
Implementation Requirements
0
Vendor & Product Information
0
Firm's Experience
0
0
0
0
0
0
0
Reviewer 8
0
Reviewer 7
System Requirements
Reviewer 6
0
Reviewer 5
Project Overview & Approach
Reviewer 4
0
Reviewer 3
Executive Summary
Reviewer 2 Reviewer 1
Weight Factor
Rating Criteria
Points Average
Weighted Score
Total Weighted Score ===>
Template: Vendor Proposal Ratings Form [Rev 1.1 7/12/2005]
Page 10 of 15
Print Date: 07/18/2009
Vendor Proposal 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 Proposal Ratings Form [Rev 1.1 7/12/2005]
Page 11 of 15
Print Date: 07/18/2009
Vendor Proposal Ratings
Name of Your Organization
Proposal Evaluation Project Name: 0 Vendor Name: Vendor 5 Date of Evaluation:
Technical Requirements
0
Implementation Requirements
0
Vendor & Product Information
0
Firm's Experience
0
0
0
0
0
0
0
Reviewer 8
0
Reviewer 7
System Requirements
Reviewer 6
0
Reviewer 5
Project Overview & Approach
Reviewer 4
0
Reviewer 3
Executive Summary
Reviewer 2 Reviewer 1
Weight Factor
Rating Criteria
Points Average
Weighted Score
Total Weighted Score ===>
Template: Vendor Proposal Ratings Form [Rev 1.1 3/12/2005]
Page 12 of 15
Print Date: 07/18/2009
Vendor Proposal 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 Proposal Ratings Form [Rev 1.1 3/12/2005]
Page 13 of 15
Print Date: 07/18/2009
Vendor Proposal Ratings
Name of Your Organization
Proposal Evaluation Project Name: 0 Vendor Name: Vendor 6 Date of Evaluation:
Technical Requirements
0
Implementation Requirements
0
Vendor & Product Information
0
Firm's Experience
0
0
0
0
0
0
0
Reviewer 8
0
Reviewer 7
System Requirements
Reviewer 6
0
Reviewer 5
Project Overview & Approach
Reviewer 4
0
Reviewer 3
Executive Summary
Reviewer 2 Reviewer 1
Weight Factor
Rating Criteria
Points Average
Weighted Score
Total Weighted Score ===>
Template: Vendor Proposal Ratings Form [Rev 1.1 3/12/2005]
Page 14 of 15
Print Date: 07/18/2009
Vendor Proposal 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 Proposal Ratings Form [Rev 1.1 3/12/2005]
Page 15 of 15
Print Date: 07/18/2009