Systems Integration | Evaluate Vendors
The vendor evaluation process is a structured approach to objectively measure the qualifications and fit of each of the bidding organizations.
| Step | Tools | |
|---|---|---|
| 1 | Create final evaluation matrix
4 Develop final evaluation criteria and weightings. |
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| 2 | Collect and inventory
4 Confirm all responses have been received with required attachments. |
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| 3 | Conduct initial screening
4 Disqualify non-responsive submittals. |
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| 4 | Initial proposal evaluations
4 Review responses against initial evaluation matrix. Prepare proposal questions. Conduct review of red-lined version of Master Services Agreement and fully populated task orders proposed by each vendor. |
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| 5 | Detailed systems integrator (SI) vendor research
4 Perform detailed reference checks and validate prior experience. Conduct any other additional research based on SI proposals. |
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| 6 | Conduct vendor presentation
4 Invite qualified vendors to present their proposals and answer questions. Provide agenda, scripted demo, if using, and appropriate questions in advance. |
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| 7 | Obtain clarification and validation of contract content
4 Engage in meetings and discussions with the vendor's contract representative to clarify and validate any requested changes, issues or terms that require negotiation or further completion. |
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| 8 | Complete final proposal evaluation
4 Complete final evaluation matrix based on proposal, presentation and responses to questions. |
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| 9 | Review vendor comparison
4 Compare weighted scores between vendors. |
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| 10 | Short List
4 Create "short list" of vendors for next phase, based on weighted scores. |
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| 11 | Brief
4 Present briefing to appropriate authority on progress made to date and recommendations to proceed with "short list" vendors. |
COTS Systems Integration: Vendor Evaluation Matrix (Template)
COTS Systems Integration: Proposal Evaluation ChecklistDo you have a question about the EI Toolkit? Contact us!