Vendor Scorecard Template

VENDOR SCORECARD OVERVIEW
The Sample Scorecard tab is an example of a completed evaluation of vendors for a sample
project.
The Blank Scorecard is ready to use by filling in Selection Criteria appropriate to the requirements
for your project. There are standard types of criteria already filled in, as well a blank lines to add
more criteria. You can overwrite the standard criteria already filled in with your own requirements.
When done entering the lines of selection criteria, delete any blank, unused, or other lines that you
don't want to be scored. Delete the entire line, including the vendor score columns, as the Average
Score is calculated by counting the number of lines of criteria..You can replace "Company" with your
company name, if desired.
Enter a Reference at the top of your scorecard - name of RFP, Project, etc.
For each section of criteria, enter the Weighted Score. The total of all weighted scores must equal
100%. The Weighted Score is used to assign the appropriate importance to each section of
evaluation criteria. By using Weighted Scores, a vendor scoring highly in less important sections, but
low in an important section does not falsely appear to be a very high scoring vendor. It is important to
carefully weight the significance of each section before beginning your evaluations.
The Blank Scorecard is a Protected Sheet so that formulas and other standard entries are not
accidentally changed. However, all of the cells you need to access to enter your reference, criteria,
and weights, as well as score the vendors are unprotected. If you absolutely must change something
in one of the locked cells, there is no password to Unprotect Sheet (Review tab). It is important to
remember to Protect Sheet again (Review tab) before distributing the form to evaluators. If you
choose to do so, you can add a password to the protection before distribution.
You can delete or add to the number of vendors to be evaluated. You can replace the notations of
Vendor1, Vendor2, etc. with the name of the various vendors.
You can use this type of scorecard to evaluation vendors as a group, resulting in just one final
scorecard. You can also distribute the scorecard to several evaluators. Evaluator(s) should fill in their
name(s) at the top of the scorecard. You can also rename the Blank Scorecard tab to the name of
the evaulator and save all the tabs into one workbook. If you have several evaluation scores, you
can review them as a group and you may also consider combining them into one final summary of all
the scores by adding together the Weighted Scores from all the scorecards and dividing that total by
the number of scorecards for a final average of the totals.
VENDOR SCORECARD
Reference: RFP SAMPLE EVALUATION
RATING: Criteria is rated on how well the Vendor meets Company expectations
(1) Does not meet (2) Barely meets (3) Meets some (4) Meets most (5) Fully Meets (6) Exceptional
Vendor Vendor Vendor

SELECTION CRITERIA Weight
1 2 3
VENDOR ACCOUNT MANAGEMENT

Account Management Responsiveness 5.00 6.00 6.00
Vendor Understands Company Standards and Requirements 5.00 6.00 6.00
Vendor Contact is Knowledgeable on Products and Services 5.00 6.00 5.00
Vendor Communicates Relevant Information Efficiently 5.00 6.00 5.00
Vendor Handles Concerns and Issues Appropriately; Vendor is PRO-active 5.00 6.00 5.00
Vendor Provides Information on "Best In Class" Practices 5.00 6.00 6.00
AVERAGE SCORE 5.00 6.00 5.50
WEIGHTED SCORE 15% 0.75 0.90 0.83
VENDOR SERVICE AND SUPPORT

Proven Track Record: Company Confidence in Vendor's Ability to Deliver Proposed Services
5.00 6.00 6.00
Length and Strength of Previous Compnay Relationship with Vendor 2.00 4.00 6.00
Previous Company-Vendor Relationship: Quality and Customer Service Satisfaction 4.00 6.00 6.00
Local Configuration Center for Server & Workstation Builds; Local Warehouse 1.00 6.00 6.00
Ability to Provide Statewide Technical Support Services 6.00 5.00 6.00
Vendor's Product Deliveries are Prompt, Complete, and Defect-free 5.00 6.00 5.00
Vendor's Staff 'Goes the Extra Mile' to Meet Support Commitments 5.00 6.00 5.00
WEIGHTED SCORE 20% 0.80 1.11 1.14
PROJECT-SPECIFIC CRITERIA
Suitability of Vendor's Proposed Project Plan 5.00 6.00 5.00
Proposed Project Plan: Flexibility and Innovation 4.00 6.00 5.00
Proposed Project Team: Size; Flexibility; Use of 1099 Contractors 5.00 5.00 5.00
Confidence in Vendor's Ability to Complete Project within Company-specified Timeline5.00 6.00 5.00
Confidence in Vendor's Ability to Manage Project w/out Significant Company Resources6.00 6.00 5.00
Proposed Project Management Reporting; On-line Project Status Tracking 5.00 5.00 5.00
Similar Project Engagements (Scope and Size): References 6.00 3.00 6.00
WEIGHTED SCORE 25% 1.29 1.32 1.29
VENDOR COMPANY QUALIFICATIONS

Company Size; Years in Business; Financial Stability 5.00 4.00 6.00
Cultural Alignment: Professionalism; Variety of Resources 5.00 6.00 6.00
Financial Industry Experience; References 6.00 5.00 6.00
Technical and Business Certifications; Warranty Repair Services 5.00 5.00 6.00
Vendor Has Ability to Source from Multiple Distributors 6.00 6.00 4.00
Ease of Doing Business; Flexibility; Local Decision-Making Capabilties 5.00 6.00 4.00
WEIGHTED SCORE 15% 0.80 0.80 0.80
COST RESPONSE RANKING

Cost Response 4.00 6.00 1.00
Pricing for Out-of-Scope Project Services 6.00 4.00 1.00
WEIGHTED SCORE 20% 1.00 1.00 0.20
Compliance w/RFP Requirements POINTS:

Completeness of Response 6.00 6.00 4.00
Overall Quality 5.00 6.00 5.00
WEIGHTED SCORE 5% 0.28 0.30 0.23
ions
xceptional
Vendor
4
4.00
5.00
5.00
5.00
4.00
5.00
4.67
0.70
4.00
5.00
4.00
2.00
5.00
3.00
4.00
3.86
0.77
4.00
4.00
3.00
3.00
3.00
4.00
4.00
3.57
0.89
4.00
4.00
5.00
5.00
5.00
4.00
4.50
0.68
2.00
6.00
4.00
0.80
5.00
5.00
5.00
0.25
VENDOR SCORECARD
REFERENCE:
EVALUATOR(S):
Vendor Vendor Vendor Vendor Vendor Vendor Vendor Vendor Vendor
1 2 3 4 5 6 7 8 9
TOTAL FOR WEIGHTED SCORES MUST = 100% 0%
VENDOR ACCOUNT MANAGEMENT
Account Management Responsiveness 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Vendor Understands Company Standards and
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Requirements
Vendor Contact is Knowledgeable on Products and
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Services
Vendor Communicates Relevant Information Efficiently 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Vendor Handles Concerns & Issues Appropriately;
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Vendor is PRO-active
Vendor Provides Information on "Best In Class" Practices 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
DELETE UNUSED LINES 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
AVERAGE SCORE 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
WEIGHTED SCORE 0% 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
VENDOR SERVICE AND SUPPORT

Proven Track Record: Company Confidence in Vendor's
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Ability
Lengthto Deliver
and Strength of Previous Relationship with
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Vendor
Company Previous Vendor Relationship: Quality and
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Satisfaction
Ability to Provide Statewide Support Services 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Vendor's Product Deliveries are Prompt, Complete, and
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Defect-free
Length and Strength of Previous Relationship with
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Vendor
AVERAGE SCORE 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
WEIGHTED SCORE 0% 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
PROJECT-SPECIFIC CRITERIA
Suitability of Vendor's Proposed Project Plan 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Proposed Project Plan: Flexibility and Innovation 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Proposed Project Team: Size; Flexibility; Use of 1099
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Contractors
VENDOR SCORECARD
REFERENCE:
EVALUATOR(S):
1 2 3 4 5 6 7 8 9
Company Confidence in Vendor's Ability to Complete
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Project within Company-specified Timeline
Company Confidence in Vendor's Ability to Manage
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Project w/out Significant Company Resources
Proposed Project Management Reporting; On-line Project
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Status Tracking
AVERAGE SCORE 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
WEIGHTED SCORE 0% 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
VENDOR COMPANY QUALIFICATIONS

Company Size; Years in Business; Financial Stability 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Cultural Alignment: Professionalism; Variety of
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Resources
Financial Industry Experience; References 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Technical and Business Certifications; Warranty Repair
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Services
Vendor Has Ability to Source from Multiple Distributors 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Ease of Doing Business; Flexibility; Local Decision-
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Making Capabilties
AVERAGE SCORE 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
WEIGHTED SCORE 0% 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
COST RESPONSE RANKING

Cost Response 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Pricing for Out-of-Scope Project Services 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
VENDOR SCORECARD
REFERENCE:
EVALUATOR(S):
1 2 3 4 5 6 7 8 9
AVERAGE SCORE 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
WEIGHTED SCORE 0% 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Compliance w/RFP Requirements POINTS:

Completeness of Response 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Overall Quality 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
AVERAGE SCORE 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
WEIGHTED SCORE 0% 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
TOTAL WEIGHTED SCORE: 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

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VENDOR SCORECARD OVERVIEW

Vendor Vendor Vendor

VENDOR ACCOUNT MANAGEMENT

VENDOR SERVICE AND SUPPORT

VENDOR COMPANY QUALIFICATIONS

COST RESPONSE RANKING

Compliance w/RFP Requirements POINTS:

VENDOR SERVICE AND SUPPORT

VENDOR COMPANY QUALIFICATIONS

COST RESPONSE RANKING

Compliance w/RFP Requirements POINTS:

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