Vendor Product-Presentation Ratings Name of Your Organization

Summary Sheet

Project Name:
Project Manager:
Date of Evaluation:

See instructions at the bottom of this worksheet before entering data into this form.

Vendor 1 Vendor 2 Vendor 3 Vendor 4 Vendor 5 Vendor 6

Rating Criteria Weight Factor Score Score Score Score Score Score

Ease of Use: System Use; Learning curve

for general users; Learning curve for power 0
users.
System Customization: Ease of
Customization; Most frequent 0
customizations; Impact on Upgrades
Application / Data Security and Standards:
Role level access; Control on $$ Field 0
Views; Screen Level
General System Requirements: <List
0
examples here>
Processing of Exceptions: Out of range
data; Incomplete Data; Missing data; 0
Duplicate data
Vendor Helpdesk: Hours available;
0
accessibility; cost; SLA
Reporting & Queries: Standard System
Reports; Ad-Hoc Reporting; Custom 0
Reporting; Printing; System Queries
System Maintenance: Ease; Resources
Required; Business Rules set-up; Ease of 0
Upgrades; Frequency of Upgrades
System Extras: e.g. Web Ready <List
examples here> 0

Overall Presentation: Organized;

Professional; Followed Scripts 0

Total of Weights: 0

Total Score ===>

Template: Vendor Product-Presentation Rating form [Rev. 1.1 3/10/2005] Page 1 of 14 Print Date: 07/18/2009
 Vendor Product-Presentation Ratings Name of Your Organization

Instructions for Summary worksheet:

1. Enter Rating Criteria appropriate to your project on the Summary Worksheet (this worksheet)
2. Enter weight factors that fit your priorities on the Summary W orksheet (this worksheet). Weight factors are whole
numbers usually between 1 and 5, with 1 indicating a rating criterion of low significance and 5 indicating a rating criterion of
high significance
3. Rating Criteria and Weight Factors on the Summary worksheet are automatically copied to all Vendor Worksheets
4. Enter Vendor names on this worksheet. They are automatically copied to the Vendor worksheets
5. Enter the evaluation date on each Vendor worksheet
6. Enter Reviewer names (replace Reviewer 1 through Reviewer 8) on Vendor worksheets
7. Enter evaluation scores into Vendor worksheets under each Reviewer's name
8. Weighted Scores are automatically transferred from Vendor worksheets to Summary worksheet (this worksheet)

Template: Vendor Product-Presentation Rating form [Rev. 1.1 3/10/2005] Page 2 of 14 Print Date: 07/18/2009
 Vendor Product-Presentation Ratings Name of Your Organization

Presentation Evaluation

Project Name: 0
Vendor Name: Vendor 1
Date of Evaluation:

Reviewer 1
Reviewer 2
Reviewer 3
Reviewer 4
Reviewer 5
Reviewer 6
Reviewer 7
Reviewer 8
Weight Points Weighted
Rating Criteria Factor Average Score

Ease of Use: System Use; Learning curve for general

users; Learning curve for power users. 0

System Customization: Ease of Customization; Most

frequent customizations; Impact on Upgrades 0

Application / Data Security and Standards: Role level 0

access;
General Control
Systemon $$ Field Views;
Requirements: Screen
<List Levelhere>
examples 0
Processing of Exceptions: Out of range data; Incomplete
Data; Missing data; Duplicate data 0

Vendor Helpdesk: Hours available; accessibility; cost;

0
SLA
Reporting & Queries: Standard System Reports; Ad-Hoc
Reporting; Custom Reporting; Printing; System Queries 0

System Maintenance: Ease; Resources Required;

Business Rules set-up; Ease of Upgrades; Frequency of 0
Upgrades
System Extras: e.g. Web Ready <List examples here> 0
Overall Presentation: Organized; Professional; Followed
0
Scripts

Total Weighted Score ===>

Template: Vendor Product-Presentation Ratings Form [Rev 1.1, 3/10/2005] Page 3 of 14 Print Date: 07/18/2009
 Vendor Product-Presentation Ratings Name of Your Organization

Instructions for Evaluation Worksheet:

1. Follow instructions on the Summary Worksheet

2. Enter evaluation date on each Vendor worksheet
3. Enter Reviewer names (replace Reviewer 1 through Reviewer 8) on Vendor worksheets
4. Enter evaluation scores into Vendor worksheets under each Reviewer's name
5. Weighted Scores are automatically copied from Vendor worksheets to Summary worksheet

Note: Use rating scale of 1-5

1 = Does not meet expectations
2 = Somewhat meets expectations
3 = Meets expectations
4 = More than meets expectations
5 = Greatly exceeds expectations

Template: Vendor Product-Presentation Ratings Form [Rev 1.1, 3/10/2005] Page 4 of 14 Print Date: 07/18/2009
 Vendor Product-Presentation Ratings Name of Your Organization

Presentation Evaluation

Project Name: 0
Vendor Name: Vendor 2
Date of Evaluation:

Reviewer 1
Reviewer 2
Reviewer 3
Reviewer 4
Reviewer 5
Reviewer 6
Reviewer 7
Reviewer 8
Weight Points Weighted
Rating Criteria Factor Average Score

Ease of Use: System Use; Learning curve for general

users; Learning curve for power users. 0

System Customization: Ease of Customization; Most

frequent customizations; Impact on Upgrades 0

Application / Data Security and Standards: Role level 0

access;
General Control
Systemon $$ Field Views;
Requirements: Screen
<List Levelhere>
examples 0
Processing of Exceptions: Out of range data; Incomplete
0
Data; Missing data; Duplicate data
Vendor Helpdesk: Hours available; accessibility; cost;
0
SLA
Reporting & Queries: Standard System Reports; Ad-Hoc
Reporting; Custom Reporting; Printing; System Queries 0

System Maintenance: Ease; Resources Required;

Business Rules set-up; Ease of Upgrades; Frequency of 0
Upgrades
System Extras: e.g. Web Ready <List examples here> 0
Overall Presentation: Organized; Professional; Followed
0
Scripts

Total Weighted Score ===>

Template: Vendor Product-Presentation Ratings Form [Rev 1.1 3/10/2005] Page 5 of 14 Print Date: 07/18/2009
 Vendor Product-Presentation Ratings Name of Your Organization

Instructions for Evaluation Worksheet:

1. Follow instructions on the Summary Worksheet

2. Enter evaluation date on each Vendor worksheet
3. Enter Reviewer names (replace Reviewer 1 through Reviewer 8) on Vendor worksheets
4. Enter evaluation scores into Vendor worksheets under each Reviewer's name
5. Weighted Scores are automatically copied from Vendor worksheets to Summary worksheet

Note: Use rating scale of 1-5

1 = Does not meet expectations
2 = Somewhat meets expectations
3 = Meets expectations
4 = More than meets expectations
5 = Greatly exceeds expectations

Template: Vendor Product-Presentation Ratings Form [Rev 1.1 3/10/2005] Page 6 of 14 Print Date: 07/18/2009
 Vendor Product-Presentation Ratings Name of Your Organization

Presentation Evaluation

Project Name: 0
Vendor Name: Vendor 3
Date of Evaluation:

Reviewer 1
Reviewer 2
Reviewer 3
Reviewer 4
Reviewer 5
Reviewer 6
Reviewer 7
Reviewer 8
Weight Points Weighted
Rating Criteria Factor Average Score

Ease of Use: System Use; Learning curve for general

users; Learning curve for power users. 0

System Customization: Ease of Customization; Most

0
frequent customizations; Impact on Upgrades
Application / Data Security and Standards: Role level 0
access;
General Control
Systemon $$ Field Views;
Requirements: Screen
<List Levelhere>
examples 0
Processing of Exceptions: Out of range data; Incomplete
0
Data; Missing data; Duplicate data
Vendor Helpdesk: Hours available; accessibility; cost;
0
SLA
Reporting & Queries: Standard System Reports; Ad-Hoc
Reporting; Custom Reporting; Printing; System Queries 0

System Maintenance: Ease; Resources Required;

Business Rules set-up; Ease of Upgrades; Frequency of 0
Upgrades
System Extras: e.g. Web Ready <List examples here> 0
Overall Presentation: Organized; Professional; Followed
0
Scripts

Total Weighted Score ===>

Template: Vendor Product-Presentation Ratings Form [Rev 1.1 3/10/2005] Page 7 of 14 Print Date: 07/18/2009
 Vendor Product-Presentation Ratings Name of Your Organization

Instructions for Evaluation Worksheet:

1. Follow instructions on the Summary Worksheet

2. Enter evaluation date on each Vendor worksheet
3. Enter Reviewer names (replace Reviewer 1 through Reviewer 8) on Vendor worksheets
4. Enter evaluation scores into Vendor worksheets under each Reviewer's name
5. Weighted Scores are automatically copied from Vendor worksheets to Summary worksheet

Note: Use rating scale of 1-5

1 = Does not meet expectations
2 = Somewhat meets expectations
3 = Meets expectations
4 = More than meets expectations
5 = Greatly exceeds expectations

Template: Vendor Product-Presentation Ratings Form [Rev 1.1 3/10/2005] Page 8 of 14 Print Date: 07/18/2009
 Vendor Product-Presentation Ratings Name of Your Organization

Presentation Evaluation

Project Name: 0
Vendor Name: Vendor 4
Date of Evaluation:

Reviewer 1
Reviewer 2
Reviewer 3
Reviewer 4
Reviewer 5
Reviewer 6
Reviewer 7
Reviewer 8
Weight Points Weighted
Rating Criteria Factor Average Score

Ease of Use: System Use; Learning curve for general

users; Learning curve for power users. 0

System Customization: Ease of Customization; Most

0
frequent customizations; Impact on Upgrades
Application / Data Security and Standards: Role level 0
access;
General Control
Systemon $$ Field Views;
Requirements: Screen
<List Levelhere>
examples 0
Processing of Exceptions: Out of range data; Incomplete
0
Data; Missing data; Duplicate data
Vendor Helpdesk: Hours available; accessibility; cost;
0
SLA
Reporting & Queries: Standard System Reports; Ad-Hoc
Reporting; Custom Reporting; Printing; System Queries 0

System Maintenance: Ease; Resources Required;

Business Rules set-up; Ease of Upgrades; Frequency of 0
Upgrades
System Extras: e.g. Web Ready <List examples here> 0
Overall Presentation: Organized; Professional; Followed
0
Scripts

Total Weighted Score ===>

Template: Vendor Product-Presentation Ratings Form [Rev 1.1 3/10/2005] Page 9 of 14 Print Date: 07/18/2009
 Vendor Product-Presentation Ratings Name of Your Organization

Instructions for Evaluation Worksheet:

1. Follow instructions on the Summary Worksheet

2. Enter evaluation date on each Vendor worksheet
3. Enter Reviewer names (replace Reviewer 1 through Reviewer 8) on Vendor worksheets
4. Enter evaluation scores into Vendor worksheets under each Reviewer's name
5. Weighted Scores are automatically copied from Vendor worksheets to Summary worksheet

Note: Use rating scale of 1-5

1 = Does not meet expectations
2 = Somewhat meets expectations
3 = Meets expectations
4 = More than meets expectations
5 = Greatly exceeds expectations

Template: Vendor Product-Presentation Ratings Form [Rev 1.1 3/10/2005] Page 10 of 14 Print Date: 07/18/2009
 Vendor Product-Presentation Ratings Name of Your Organization

Presentation Evaluation

Project Name: 0
Vendor Name: Vendor 5
Date of Evaluation:

Reviewer 1
Reviewer 2
Reviewer 3
Reviewer 4
Reviewer 5
Reviewer 6
Reviewer 7
Reviewer 8
Weight Points Weighted
Rating Criteria Factor Average Score

Ease of Use: System Use; Learning curve for general

users; Learning curve for power users. 0

System Customization: Ease of Customization; Most

0
frequent customizations; Impact on Upgrades
Application / Data Security and Standards: Role level 0
access;
General Control
Systemon $$ Field Views;
Requirements: Screen
<List Levelhere>
examples 0
Processing of Exceptions: Out of range data; Incomplete
0
Data; Missing data; Duplicate data
Vendor Helpdesk: Hours available; accessibility; cost;
0
SLA
Reporting & Queries: Standard System Reports; Ad-Hoc
Reporting; Custom Reporting; Printing; System Queries 0

System Maintenance: Ease; Resources Required;

Business Rules set-up; Ease of Upgrades; Frequency of 0
Upgrades
System Extras: e.g. Web Ready <List examples here> 0
Overall Presentation: Organized; Professional; Followed
0
Scripts

Total Weighted Score ===>

Template: Vendor Product-Presentation Ratings Form [Rev 1.1 3/10/2005] Page 11 of 14 Print Date: 07/18/2009
 Vendor Product-Presentation Ratings Name of Your Organization

Instructions for Evaluation Worksheet:

1. Follow instructions on the Summary Worksheet

2. Enter evaluation date on each Vendor worksheet
3. Enter Reviewer names (replace Reviewer 1 through Reviewer 8) on Vendor worksheets
4. Enter evaluation scores into Vendor worksheets under each Reviewer's name
5. Weighted Scores are automatically copied from Vendor worksheets to Summary worksheet

Note: Use rating scale of 1-5

1 = Does not meet expectations
2 = Somewhat meets expectations
3 = Meets expectations
4 = More than meets expectations
5 = Greatly exceeds expectations

Template: Vendor Product-Presentation Ratings Form [Rev 1.1 3/10/2005] Page 12 of 14 Print Date: 07/18/2009
 Vendor Product-Presentation Ratings Name of Your Organization

Presentation Evaluation

Project Name: 0
Vendor Name: Vendor 6
Date of Evaluation:

Reviewer 1
Reviewer 2
Reviewer 3
Reviewer 4
Reviewer 5
Reviewer 6
Reviewer 7
Reviewer 8
Weight Points Weighted
Rating Criteria Factor Average Score

Ease of Use: System Use; Learning curve for general

users; Learning curve for power users. 0

System Customization: Ease of Customization; Most

0
frequent customizations; Impact on Upgrades
Application / Data Security and Standards: Role level 0
access;
General Control
Systemon $$ Field Views;
Requirements: Screen
<List Levelhere>
examples 0
Processing of Exceptions: Out of range data; Incomplete
0
Data; Missing data; Duplicate data
Vendor Helpdesk: Hours available; accessibility; cost;
0
SLA
Reporting & Queries: Standard System Reports; Ad-Hoc
Reporting; Custom Reporting; Printing; System Queries 0

System Maintenance: Ease; Resources Required;

Business Rules set-up; Ease of Upgrades; Frequency of 0
Upgrades
System Extras: e.g. Web Ready <List examples here> 0
Overall Presentation: Organized; Professional; Followed
0
Scripts

Total Weighted Score ===>

Template: Vendor Product-Presentation Ratings Form [Rev 1.1 3/10/2005] Page 13 of 14 Print Date: 07/18/2009
 Vendor Product-Presentation Ratings Name of Your Organization

Instructions for Evaluation Worksheet:

1. Follow instructions on the Summary Worksheet

2. Enter evaluation date on each Vendor worksheet
3. Enter Reviewer names (replace Reviewer 1 through Reviewer 8) on Vendor worksheets
4. Enter evaluation scores into Vendor worksheets under each Reviewer's name
5. Weighted Scores are automatically copied from Vendor worksheets to Summary worksheet

Note: Use rating scale of 1-5

1 = Does not meet expectations
2 = Somewhat meets expectations
3 = Meets expectations
4 = More than meets expectations
5 = Greatly exceeds expectations

Template: Vendor Product-Presentation Ratings Form [Rev 1.1 3/10/2005] Page 14 of 14 Print Date: 07/18/2009