Technology Evaluation Centers Inc. Enterprise Asset Management and Computerized Maintenance Management Systems EAM/CMMS Criteria Worksheet
Hierarchy Criterion Priority Rating (0-10) Comment SUP MOD 3RD CST
1 1.1 1.1.1 1.1.2 1.1.3 1.1.4 1.1.5 1.1.6 1.2 1.3 1.4 1.5 1.6 1.7 1.8 1.9 1.10 1.11 2 2.1 2.1.1 2.1.1.1
General CMMS Functionality Enterprise-Level Standards Descriptions and boilerplate Dictionary Enforcement of enterprise standards Enterprise-wide numbering schemes Forms and reports Hierarchies Risk Management This category contains 66 criteria below it. Help This category contains 18 criteria below it. User Interface This category contains 54 criteria below it. Customization This category contains 47 criteria below it. Reporting This category contains 44 criteria below it. Internet Site This category contains 4 criteria below it. Workflow This category contains 15 criteria below it. Document Management This category contains 22 criteria below it. Import/Export This category contains 9 criteria below it. Barcode Technology This category contains 15 criteria below it. Maintenance Management Work Order Management Work Orders Five or more levels of work order hierarchy that can be scheduled separately Able to create blanket work orders usable on multiple equipment from different cost centers
2.1.1.2
2.1.1.3
Define shift hours on the work order
2.1.1.4 2.1.1.5 2.1.1.6 2.1.1.7 2.1.1.8 2.1.1.9 2.1.2 2.1.3 2.1.4 2.1.5 2.1.6 2.1.7 2.1.8 2.2 2.3 2.4 2.5 2.6 2.7 3 3.1 3.2
Able to prohibit a user charging dollars to other's cost centers Define the default cost center for work orders Able to charge overhead to a particular work order without a special labor rate Safety tasks/instructions are recorded against work orders Able to retrieve drawings directly into the CMMS from within the work order screen Drawings can be edited from within the work order screen Spare Parts Selection This category contains 14 criteria below it. Contract Maintenance This category contains 4 criteria below it. Approvals This category contains 7 criteria below it. Closing Work Orders This category contains 6 criteria below it. Web-based Work Requests This category contains 6 criteria below it. Scheduling This category contains 44 criteria below it. Third Party Billing This category contains 9 criteria below it. Preventive maintenance This category contains 91 criteria below it. Equipment History This category contains 107 criteria below it. Vehicle Maintenance This category contains 12 criteria below it. Calibration Management This category contains 3 criteria below it. PDA This category contains 8 criteria below it. Specialized Modules This category contains 3 criteria below it. Integration 3rd party ERP software 3rd party PdM software
3.3
3rd party shop-floor data collection
3.4
3rd party wireless handheld devices
3.5
3rd party CAD software
3.6
Built-in utilities that allow remote user sites to synchronize databases
4
Human Resources
4.1
Personnel Management
4.1.1 4.1.1.1 4.1.1.2 4.1.1.3 4.1.1.4 4.1.1.5
Recruitment Management Hiring personnel may access parameters for requisitions Searches for eligible applicants and employees based on job requirements, online Lists the postings, position, disposition, disposition date, and applicable codes of a position Tracks applicants using personal data, skill set, academic qualifications, training, and test results Workflow for forwarding resumes/CVs
4.1.1.6 4.1.1.7 4.1.1.8 4.1.1.9 4.1.1.10
Schedules interviews Tracks interview results Customizes recruitment letters by merging files with a word processing template Offers and new hires processing Summarizes status and provides other information on applicant, and applicant requisition and recruitment costs Information about applicants' progression
4.1.1.11
4.1.1.12 4.1.1.13 4.1.1.14 4.1.1.15 4.1.1.16 4.1.2 4.1.3 4.1.4 4.1.5 4.1.6 4.1.7 4.2
Compares data on recruiting tasks to show their effectiveness Sourcing engine integration with career development, matching competencies of internal candidates Internet recruiting and tracking of skills inventory Resume scanning capabilities. Import resumes from the Internet or e-mail Profile of Personnel This category contains 9 criteria below it. Organizational Structures This category contains 14 criteria below it. Job Position and Wage Profiles This category contains 23 criteria below it. Career Management This category contains 40 criteria below it. Budgeting and Cost Control This category contains 4 criteria below it. Government and Compliance Reporting This category contains 7 criteria below it. Benefits
This category contains 27 criteria below it.
4.3
Payroll
4.4
This category contains 83 criteria below it. Employee Self-Service
4.5
This category contains 24 criteria below it. Data Warehousing
4.6
This category contains 13 criteria below it. Health and Safety
4.7 4.8 5
This category contains 11 criteria below it. Workforce Management This category contains 165 criteria below it. Training This category contains 28 criteria below it. Financials
5.1
General Ledger
5.1.1 5.1.1.1 5.1.1.1.1
Parameters and Structuring General Lean manufacturing accounting practices and methods (i.e., manufacturing overheads based on cycle time including labor)
5.1.1.1.2 5.1.1.1.3
User may choose between data collection and real time posting modes Change cross charge percentages without retroactively changing previously published financial information Provision for use of standards that can be automatically propagated throughout the system to the various ledgers Integration with ADP electronic transmission of payroll data Process jobs in edit and update mode View postings at the company, market, and title/SKU level Method for verifying keying to ensure only appropriate records updated Calendaring This category contains 9 criteria below it. Controls This category contains 7 criteria below it. Ledger This category contains 13 criteria below it. Reporting This category contains 4 criteria below it. Records and tables This category contains 3 criteria below it.
5.1.1.1.4
5.1.1.1.5 5.1.1.1.6 5.1.1.1.7
5.1.1.1.8 5.1.1.2 5.1.1.3 5.1.1.4 5.1.1.5 5.1.1.6
5.1.2
Chart of Accounts Structure
5.1.3 5.1.4 5.1.5
This category contains 54 criteria below it. Ledger Development and Management This category contains 14 criteria below it. Enterprise Reporting Structure This category contains 15 criteria below it. Journal Entry and Reporting
5.1.6
This category contains 52 criteria below it. Journal Vouchers
5.1.7 5.1.8 5.1.9 5.1.10 5.1.11
This category contains 45 criteria below it. Controls for Ledgers This category contains 7 criteria below it. Multicurrency Capabilities This category contains 26 criteria below it. Online Inquiry Reporting This category contains 10 criteria below it. Reporting This category contains 72 criteria below it. Variable Analysis This category contains 3 criteria below it.
5.2
Accounts Payable (A/P)
5.3
This category contains 263 criteria below it. Fixed Assets
5.4
This category contains 97 criteria below it. Cost Accounting
5.5
This category contains 55 criteria below it. Cash Management
This category contains 16 criteria below it.
5.6
Budgeting
5.7
This category contains 72 criteria below it. Accounts Receivable
5.8
This category contains 77 criteria below it. Financial Reporting
5.9
This category contains 14 criteria below it. Project Accounting
6
This category contains 57 criteria below it. Purchasing Management
6.1 6.1.1 6.1.2
Profile of Suppliers Fields for supplier data such as shipping methods, item references, and conditions Suppliers may have more than one address
6.1.3 6.1.4 6.1.5
Store e-mail addresses, web sites, and fax numbers in vendor profiles Associate items with vendors' descriptions Code different vendor production lead times, taking into account both supplier lead time and transport time Bill-to-entity information including currency, bank, account number, and mode of payment Data related to bank, accounts, payment methods, currency, etc., are included in the payment profile Vendor shipment process with terms and acceptance requirements for reception A primary vendor can be set as the default for each class Vendor group for miscellaneous purposes Identifier for approved vendors Commentary about suppliers Rating of Suppliers This category contains 13 criteria below it. Requisitions and Quotations This category contains 13 criteria below it. Purchase Orders (POs) This category contains 68 criteria below it. Pricing This category contains 13 criteria below it. Vendor Contracts and Agreements This category contains 16 criteria below it. Management of POs This category contains 27 criteria below it. Procurement Reporting and Online Reporting This category contains 24 criteria below it. Repeat Procurement This category contains 19 criteria below it. Receipts for Procurement This category contains 32 criteria below it. Online Requirements for Purchasing Management This category contains 14 criteria below it. Reporting and Interfacing Requirements for Purchasing Management This category contains 10 criteria below it. Inventory Management
6.1.6 6.1.7 6.1.8 6.1.9 6.1.10 6.1.11 6.1.12 6.2 6.3 6.4 6.5 6.6 6.7 6.8 6.9 6.10 6.11
6.12
7
7.1 7.1.1 7.1.1.1
Inventory Management--Online Requirements Inquiries Provide inquiry and reporting capability for inventory transactions by item number, location, and transaction type.
7.1.1.2 7.1.1.3 7.1.1.4 7.1.1.5
7.1.1.6 7.1.1.7 7.1.1.8 7.1.1.9 7.1.1.10 7.1.1.11 7.1.1.12 7.1.1.13 7.1.1.14 7.1.2 7.2 7.3 7.4
Provide inquiry and reporting capability for inventory transaction summary by from and to dates Provide inquiry and reporting capability for inventory status by item number and serial number Provide inquiry and reporting capability for slow moving and obsolete inventory Provide inquiry and reporting capability for negative balance inventory and flagging upon this condition occurring Provide inquiry and reporting capability for shortages and backorders Ten year look at usage history by year and source of demand On-line request for requisition generation and approval. Identify type of transaction Identify the source of demand Provide reporting capability by item number (all transactions since last cycle count) Provide capability to track items by lot or serial number Vendor cross reference (infinite number of vendor pt. numbers) with wild-card search capability Internal cross-reference to vendor part numbers Other Requirements This category contains 15 criteria below it. Processing Requirements This category contains 24 criteria below it. Data Requirements This category contains 3 criteria below it. Reporting and Interfacing Requirements (Inventory Management) This category contains 6 criteria below it. Locations and Lot Control This category contains 20 criteria below it. Forecasting This category contains 55 criteria below it. Reservations and Allocations This category contains 29 criteria below it. Adjusting Inventory This category contains 8 criteria below it. Reliablity Asset Definition Unlimited hierarchy levels Graphical presentation of asset hierarchy with drill-down capability Hierarchy that can be navigated by clicking on graphical presentation Condition data that are linked to assets and are accessible through asset hierarchy
7.5 7.6 7.7 7.8 8 8.1 8.1.1 8.1.2 8.1.3 8.1.4
8.1.5 8.1.6 8.1.7 8.1.8 8.1.9 8.1.10 8.1.11 8.1.12 8.1.13 8.2 8.3 8.4 8.5 8.6 8.7 8.8 8.9 8.10
Multiple asset hierarchies in the same instance Availability of all asset functions via a single mouse click Copy and change capability to create new assets from existing records Availability of asset nameplate data and specification sheets Unique asset nameplate data and specification sheets that can be set for each asset type Problem or cause codes that can be assigned by asset type Work history for the asset On-line documentation of complete asset criticality analysis Prioritization based on a combination of risk and probability of failure Work Identification This category contains 24 criteria below it. Condition Monitoring This category contains 18 criteria below it. Inspections This category contains 8 criteria below it. Triggers and Alarms This category contains 48 criteria below it. Work Management This category contains 10 criteria below it. Work Order Control This category contains 5 criteria below it. Hand Held Support This category contains 6 criteria below it. Key Performance Indicators This category contains 9 criteria below it. General This category contains 3 criteria below it.
9
Product Technology
9.1 9.1.1 9.1.1.1 9.1.1.1.1 9.1.1.1.2 9.1.1.1.3 9.1.1.1.4
Architecture Data Integration Technologies Data Management Options Relational database design Normalized tables SQL APIs for calls or data requests Multi-RDBMS portability
9.1.1.1.5 9.1.1.1.6 9.1.1.1.7 9.1.1.2
Transaction tracking system Replicates database master files, fields, and structures Supports Disaster Recovery Institute procedures Database Gateway Options This category contains 3 criteria below it. Server/Host Relational DBMS Options This category contains 3 criteria below it. Metadata Management This category contains 9 criteria below it. Logical Repository Model This category contains 8 criteria below it. Repository Metadata Tools This category contains 5 criteria below it. Repository User Interface This category contains 8 criteria below it.
9.1.1.3 9.1.1.4 9.1.1.5 9.1.1.6 9.1.1.7
9.1.1.8 9.1.1.9 9.1.2 9.1.3 9.1.4 9.1.5 9.1.6 9.1.7 9.1.8 9.2 9.3 9.3.4.9
Business Modeling/Repository Tool This category contains 17 criteria below it. Non-operational Data Warehousing This category contains 6 criteria below it. Messaging Protocols This category contains 15 criteria below it. Device Interfaces This category contains 27 criteria below it. Architectural Foundation This category contains 14 criteria below it. Web Enablement This category contains 108 criteria below it. Organizational Structure This category contains 7 criteria below it. Application Security This category contains 7 criteria below it. Multisite Management This category contains 17 criteria below it. Platforms This category contains 36 criteria below it. Application Tools This category contains 55 criteria below it. Automatic system reconfiguration
nt Systems
heet
FUT NS Description
Example: part numbers and supplier part reference numbers. Example: Hierarchy for equipment, parts, employees, etc.
Examples: 1. Master Project, 2. Project, 3. Master Work Order, 4. Work Order, 5. Sub-work order, 6. Activity, 7. Task, 8. Step Example: To plan or record work that will take less than thirty minutes, thereby avoiding the issuance of a separate work order. Can be an open work order number showing different tasks, cost centers, or assets charged to it.
Example: Link cost center to user responsibility center code, location code, or to equipment code
Example: if it is a certain piece of equipment or priority level or some combination
Example: Add lubrication points and notes on a CAD drawing for a given part or component From within the work order screen
Specialized software to facilitate integration with 3rd party ERP software Specialized software to facilitate integration with 3rd party PdM software PdM = Predictive maintenance systems such as vibration, lubrication, thermography Specialized software to facilitate integration with 3rd party shop-floor data collection Examples: Shop-floor data collection systems are HMI (Human Machine Interface), PLC (Programmable Logic Controllers), and SCADA.
Specialized software to facilitate integration with 3rd party wireless handheld devices Examples: include PDA's, barcode readers, RF scanners Specialized software to facilitate integration with 3rd party CAD software Example: to launch, edit, and print CAD drawings of equipment from within the CMMS. Example: ability to update master corporate database and remote oil rig database upon dial-up; thus if transfer an asset from one rig to another, corporate database gets the update to ensure all databases synchronized (as if both accessing same records). Human resources encompasses all the applications necessary for handling personnel-related tasks for corporate managers and individual employees. Modules include personnel management, benefit management, payroll management, employee self service, data warehousing, and health and safety. Personnel management automates personnel processes including recruitment, personnel profile, organizational structure, career development & training, reward management, job position and wage profiles, and business travel and vacation allotments. The software should support the following functionality: recruitment management; personnel information and tracking; organizational structuring; job position and salary profile; career development, training and performance management; compensation management; budgeting and cost control; government compliance reporting; expenses management; union information; discipline actions and grievances tracking; and employment history/personnel reporting. Requisition parameters are used for information on recruiting issues and department personnel needs
A typical feature in employment management systems, resume routing is the ability to divert resumes to the appropriate department or hiring manager.
New hires are personnel that have been recently acquired by the company.
Applicant flow statistics are derived from applicant data, and include information on education, job history, etc. These numbers can be used for effective marketing to further strengthen recruitment, create nondiscriminatory policy, create applicant flow reports etc.
Benefits administers a diverse range of benefit plans such as health and medical, life and supplemental life insurance, accidental death and dismemberment (AD&D), disability plans, flexible benefits, 401(k) plans, profit sharing plans, stock plans, retirement plans, and leave plans including vacation and sick leave accruals. The software should support the following functionality: base benefits; employee benefit plan profile; benefits administration; and pension administration.
Payroll handles accounting and preparation of checks related to employee salaries, wages, and bonuses. The software should support the following functionality: employee payroll profile; earnings and deductions; eligibility controls; user balances; tax deductions and calculation; payroll calculation; payroll and payment processing; check processing and printing; labor distribution and accounting; payroll and regulatory reporting; IRS documentation; security and audit; and automated timesheets. Employee self-service lets workers access their personal information and benefit allocations on-line to manage life events and benefit selections without having to send forms to human resources. The software should also support benefit enrollment programs and new hire initiation.
Data warehousing simply defined, is a place for data, whereas data warehousing describes the process of defining, populating, and using a data warehouse. Creating, populating, and querying a data warehouse typically carries an extremely high price tag, but the return on investment can be substantial. Health and safety provides the tools to administer compliance with the health and safety regulations, accident and injury reporting, and tracking of lost time by employee.
Financial system modules for bookkeeping and ensuring accounts are paid or received on time.
General ledger keeps centralized charts of accounts and corporate financial balances. It supports all aspects of the business accounting process. In this module, financial accounting transactions are posted, processed, summarized, and reported. It maintains a complete audit trail of transactions and enables individual business units to view their financial information, while parent companies can roll up all business subsidiaries and view the consolidated information.
Lean manufacturing typically refers to paperless (or less paper) production and accounting. Instead of recording costs for every single order, the idea is to record these for certain determined cycles or schedules. Allows for instant processing or batch processing
ADP refers to automatic data processing. The ability to process jobs that are in the midst of being edited or updated The ability to look up entries in the ledger by company, by market, and by stock keeping unit (SKU) The ability check data entry to make sure that only the correct records are updated
The chart of accounts is a list of ledger account names and account numbers, creating consistency in terminology and eliminates redundant accounts. A chart of accounts structure should include fields for account and ledger descriptions, to prevent shadow accounts from being created. Data tree tools allow users to see the structure of the fields and summaries, to help with reporting requirements, foster change, etc.
The accounting department is typically responsible for recording all transactions in the company in the journal (GL). All of the criteria that fall Journal Entry and Reporting relate to various ways to record journal transactions. For example payroll is an AP item. As paychecks are cut the AP items need to be reconciled with the cash outflow. A software feature might be the automatic reconciliation of payroll deductions when paychecks are issued (as opposed to having an accountant have to key the transactions by hand). A journal voucher (JV) is a document that authorizes payment for services performed, or for goods that are received or exchanged. As a means to record ledger transactions, JVs may have different approvals for different accounts. For example when someone submits an expense report that money is typically associated with an account on the chart of accounts in the G/L. The account may require a JV for posted entries. The JV may include copies of receipts and a sign off from a manager before the entry can be posted.
Accounts payable schedules bill payments to suppliers and distributors, and keeps accurate information about owed money, due dates, and available discounts. It provides functionality and integration to other areas such as customer service, purchasing, inventory, and manufacturing control. The software should support the following functionality: AP company policies and procedures; suppliers/voucher master data; payment controls; invoice processing and aging analysis; payment processing; journal voucher processing; AP ledger posting; check processing; AP transactions and controls; and AP reporting.
Fixed assets manages depreciation and other costs associated with tangible assets such as buildings, property and equipment. The software should support the following functionality: fixed assets records; asset transactions; asset depreciation; depreciation books; revaluation and interest calculation; and tax reporting.
Cost accounting analyzes corporate costs related to overhead, products, and manufacturing orders. It provides a variety of costing approaches such as standard, FIFO, LIFO, average, target, and activitybased costing (ABC). The software should support the following functionality: cost data; cost allocation definitions; cost allocation process; cost management; cost and sales price calculation; activity based costing (ABC); and activity based cost tracing and tracking.
Cash management involves the capability of the system to record cash charges or deposits, recording of cash payments and receipts, cash projection reporting, calculation of expected cash uses/sources, current cash availability, etc. It monitors and analyzes cash holdings, financial deals, and investment risks.
Budgeting involves budgetary controls, budget accounting, budget development, and budget allocation. The software should provide sufficient tools to enable detailed budget development and analysis. Additional functionality should be available to integrate with project management software applications either natively or with external interfaces. Accounts receivable tracks payments due to a company from its customers. It contains tools to control and expedite the receipt of money from the entry of a sales order to posting payments received. The software should support the following functionality: AR company policies and procedures; customers/voucher master data; bill processing and aging analysis; credit management; cash/payment application, receipt processing; journal voucher processing; AR ledger posting; multicurrency accounting and conversions; AR transactions and controls; and AR reporting. Financial reporting enables robust analysis of company performance through delivered reports. These reports will allow individual business units to view their financial information, while parent companies can roll up all business subsidiaries and view the consolidated information. Additionally, solutions should provide user generated reporting tools that are easy to use and provide sufficient depth of and access to the financial data to permit comprehensive analysis.
Project accounting uses financial practices to monitor the schedules and spending of projects.
Purchasing management encompasses a group of applications that controls purchasing of raw materials needed to build products and that manages inventory stocks. It also involves creating purchase orders/contracts, supplier tracking, goods receipt and payment, and regulatory compliance analysis and reporting.
PO = purchase order
Solutions for inventory management are used for the record-keeping of goods that are warehoused, and managing the movement of these goods to, from, and through warehouses.
This category defines the technical architecture of the product, and the technological environment in which the product can successfully run. Criteria include product and application architecture, software usability and administration, platform and database support, application standards support, communications and protocol support and integration capabilities. Relative to the other evaluation criteria, best practice selections place a lower relative importance, on the product technology category. However, this apparently lower importance is deceptive, because the product technology category usually houses the majority of the selecting organization's mandatory criteria, which usually include server, client, protocol, and database support, application scalability and other architectural capabilities. The definition of mandatory criteria within this set often allows the client to quickly narrow the long list of potential vendors to a short list of applicable solutions that pass muster relative to the most basic mandatory selection criteria. During the process of product selection a great deal of attention is given to the functional capabilities of the software being
Relational database management systems (RDBMS) are a type of database management systems (DBMS) that store data in the form of related tables.
The ability to make copies of master files, fields, and structures Gateways are interfaces that convert protocols in order to connect different networks.
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101166
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101167
328174
101168 101169 101170 101171 101172 101173 101174 101189 101194 101202 101209 101216 101261 101271 101363 101471 101484 101488 101497 101501 101502 101503
328175 328176 328177 328178 328179 328180 328181 328196 328201 328209 328216 328223 328268 328278 328370 328478 328491 328495 328504 328508 328509 328510
101504
328511
101505
328512
101506
328513
101507
328514
101508
196138
101509
196139
101510 101511 101512 101513 101514 101515
196140 196141 196142 196143 196144 196145
101516 101517 101518 101519 101520
196146 196147 196148 196149 196150
101521
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101522 101523 101524 101525 101526 101527 101537 101553 101577 101618 101623 101632
196152 196153 196154 196155 196156 196157 196167 196182 387106 196231 196236 196256
101660
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101745
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101770
196384
101784
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607974 608140 101796
327684 385685 195121
101797
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101798 101799 101800
195123 387128 195124
101801 101802
195140 195153
101803
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101804 101805 101806
195155 195159 195163
101807 101808 101818 101826 101840 101845
195166 387129 387130 387131 387132 387133
101849
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101904 101919 101935
195217 195232 195248
101988
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102034 102042 102069 102080 102153
195335 195343 195368 387240 195444
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102421
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102817 102818 102819
197885 197886 197887
102820 102821 102822
197888 197889 197890
102823 102824 102825 102826 102827 102828 102829 102830 102844 102858 102928 102942 102959 102987 103012 103032 103065
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103080
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103091
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103092 103093 103094
197692 388507 197694
103095 103096 103097 103098
197696 197697 197698 197699
103099 103100 103101 103102 103103 103104 103105 103106 103107 103108 103124 103149 103153
197700 197712 197714 197704 197705 197695 197701 197709 197710 388508 197722 197751 197764
103160 103181 103237 103267 431734 431621 431742 431743 431744 431745
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103284 103285 103286 103287
198432 198433 198434 198435
103291 103295 103305 103314 103320
198444 198453 198463 198472 198478
103329 103347 103354 103370 103398 103413 103522 103530 103538 103556 103575 103631
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Technology Evaluation Centers Inc. Request for Information/Proposal Requirements Research
Instructions
Rating Legend Format
● The top of the RFI tab contains six response columns. ● TEC analysts developed the RFI based on past experience and research into the widest and deepest range of possible requirements. 3RD Response Explanation SUP Supported as delivered "out-of-the-box" MOD Supported via modifications (screen configurations, reports, GUI tailoring, etc) Supported via a third party solution Supported via customization (changes to source code) Will be supported in a future release Not supported 0 to 10, where 10 is most important
Priorities
Must Have = 10 Very Important = 8 Important = 6 Nice to Have = 4 Not Important = 2 No Need = 0 Note this file contains multiple sheets (tabs). This sheet contains instructions only. Click the tabs at the bottom of the window to access the criteria.
CST FUT NS Priority
Mandatory Yes, only for "must-have" factors
RFI Example Vendor Responses
● Complete the RFI worksheet by placing an X in the appropriate column for each criterion. ● The Xs must represent the current state of a product or service. 1 1.1 1.1.1 1.1.1.1 1.1.1.2 1.1.1.3 1.1.1.4 1.1.1.5 1.1.1.6 Hierarchy Module 1 Category of Module 1 Subcategory of Category 1 Criterion 1 Criterion 2 Criterion 3 Criterion 4 Criterion 5 Criterion 6 Criterion
© Technology Evaluation Centers Inc. 2007. This document may only be used for internal purposes. Reproduction and
User Responses
● Use the Priority column to indicate how important a particular criterion or entire group of criteria (module or category) is for your organization. ● The Mandatory column is useful for indicating absolute requirements. Note that a "Yes" would mean a vendor/provider fails if it does not support that criterion or group of criteria. It is often useful to use "No" as the general default response and only change to a "Yes" for an absolutely critical item. Don't forget to indicate your priorities and mandatory requirements for modules, categories, subcategories, and criteria.
RFI Example
Priority (0-10) 8 4 10 1 6 4 10 8 8 Mandatory (Y/N) N N N N Y N N N Y X X X X X X SUP MOD 3RD CST FUT NS
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