EI Toolkit

Software Vendor
Evaluation Matrix

Software Vendor Evaluation Matrix Template

[NOTE to Creator: Update criteria & factors as needed to maintain consistencey with RFQ]
Weight

1
2
3
4
5

Criteria
Adherence to RFQ Instructions
Company Information
Project Understanding & Solution Vision
Functional & Non-functional Requirements
Product Viability & History

6 License/Maintenance Agreement Terms &

Conditions
7 Vendor Involvement in Project
8 Vendor Demonstrations
9 Fee Summary
TOTAL (out of 100)

Scoring Criteria

Vendor 1

Vendor 2

15
15
10
20
15

2.5
2
0
2
2

5
5
5
5

2.5
2
3
0

Vendor 2

Vendor 3

3
3
2
3
3

12.5
10.0
0.0
13.3
10.0

15.0
15.0
6.7
20.0
15.0

0.0
0.0
0.0
0.0
0.0

3
2.5
3
3

4.2
3.3
5.0
0.0

5.0
4.2
5.0
5.0

0.0
0.0
0.0
0.0

58.33

85.83

0.00

Score Level
3
Excellent
2
Strong
Cause for Concern

Vendor 3

Weighted Score
Vendor 1

95

Last updated: December 2003

Unweighted Score

SAMPLE DATA IN TABLE-Delete before using

Description
SI has fully addressed and comforms to best practices
SI has adequately addressed this factor. Minor deviations from best practices.
A critical issue raises doubt as to SI qualification with this factor. Factor is
inadequately address. Large deviations from best practices

EI Toolkit
Vendor Evaluation Criteria
Vendor 1

Vendor 2 Vendor 3

1. Adherence to RFQ Instructions

Timeliness
Completeness
Overall quality and professionalism
Overall responsivness
Average Score

Financial viability
Organization Structure
Overall exposure to Government sector
Services department/division
Pending Litigation
Partnerships
Average Score

--

--

--

--

--

--

2. Company Information

3. Project Understanding
Over all understanding of project objectives
Understanding of the business requirements
Understanding of the end state vision
Average Score

4. Functional & Non-Functional Requirements

Functional Requirements:
Completeness of vendor response
Extent of proposed exhancements/extensions
Extent of BPR required
Non-Funtional Requirements:
Vendor ability to meet requirements
Average Score

5. Product Viability & History

Sustainable technology

Basis For Score

EI Toolkit
Vendor Evaluation Criteria
Vendor 1

Vendor 2 Vendor 3

Investment in on-going research & development

Product development life-cycle
Process for beta-testing and new releases
Ability to influence vendor development focus
Average Score

6. License / Maintenance Agreement, Terms & Conditions

Buyer duties
Agreement terms and conditions favorable
GSA Schedule
Blanket agency purchase agreement
Average Score

7. Vendor Involvement in Project

Willingness to be involved
Experience working with systems integrators
Average Score

8. Vendor Demonstrations
Integrated solution
Degree of alignment with objectives
Third party products shown & demonstrated
Ease of use - # screens & key strokes
System performance
Flow & simplicity
Ability of system to handle requirements
Ability to meet future needs
Flexibility, tailorability, and extensibility of system
Ability to answer questions
Adherence to script
Aesthetics
Robustness of the application(s)

Average Score

Basis For Score

EI Toolkit
Vendor Evaluation Criteria
Vendor 1

Vendor 2 Vendor 3

9. Fee Summary
License fees
Maintenance fees
Purchase timeline
License period
Maintenance period & fee adjustment
Maintenance start date
Other fees
Average Score

Basis For Score