Enterprise Integration Toolkit: Evaluate Vendors

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.

| | Steps
	Step	Tools
1	Create Final Evaluation Matrix 4 Develop final evaluation criteria and weightings	SI Vendor Evaluation Matrix Template
2	Collect and Inventory 4 Confirm all responses have been received with required attachments.
3	Conduct Initial Screening 4 Disqualify non-responsive submittals.
4	Initial Proposal Evaluations 4 Review responses against initial evaluation matrix. Prepare proposal questions. Conduct review of red-lined version of Master Agreement and fully populated task orders proposed by each vendor.	SI Evaluation Checklist SI Proposal Evaluation Guide
5	Detailed SI Vendor Research 4 Perform detailed reference checks and validate prior experience. Conduct any other additional research based on SI proposals.
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.
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.
8	Complete Final Proposal Evaluation 4 Complete final evaluation matrix based on proposal, presentation and responses to questions.	SI Proposal Evaluation Checklist SI Proposal Evaluation Guide
9	Review Vendor Comparison 4 Compare weighted scores between vendors.	SI Vendor Evaluation Matrix
10	Short List 4 Create "Short-list" of vendors for next phase, based on weighted scores.
11	Brief 4 Present briefing to appropriate authority on progress made to date and recommendations to proceed with "shorter" list vendors.