Title Page

  • Site

  • Conducted on

  • Officer in Charge

  • Location


Vendor Assessment

  • Click add to include a candidate vendor

  • Vendor
  • Vendor Name

  • Contact Person

Adherence to organizational standards

  • Timeliness

  • Completeness

  • Overall Quality & Level of Professionalism

  • Overall Response

Company Information

  • Financial Viability

  • Organizational Structure

  • Experience with Similar Companies

  • Service Department

  • References

  • Partnerships

Project Understanding

  • Overall Comprehension of Project Objectives

  • Understanding of the Business Requirements

  • Understanding of the Business Vision


  • Completeness of Vendor Response

  • Vendor Ability to Meet Requirements

Product Viability & History

  • Technology Is Sustainable

  • Product Roadmap

  • Product Development Life-Cycle

  • New Release Process

Terms & Conditions

  • Detailed Buyer Duties

  • Terms & Conditions

  • Purchase Agreement Details

Vendor Software Demonstration

  • Solution Is Integrated

  • Aligns with Company Objectives

  • Third-Party Products Shown

  • Ease of Use

  • System Performance

  • Flow & Simplicity

  • System Ability To Handle Requirements

  • Flexibility, Tailorability, Extensibility

  • Ability to Answer Questions

  • Application Robustness

  • Security

  • Data Privacy

  • Disaster Recovery Plan

Fee Summary

  • License Fees

  • Maintenance Fees

  • Purchase Timeline

  • Licensing Period

  • Other Fees


  • Overall Risk Assessment

  • Recommendations


  • Recommended Vendor

  • Overall Recommendation

  • Name and Signature of Officer in Charge

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.