Vendor Management - Templates & Policies

RFP Evaluation Tool

Use this tool to collect and record the evaluation team's scores for each vendor's response to your Enhanced RFI.

Internal Business Review Agenda Template

Use this template as an agenda guide for your periodic review of VMO initiatives and for reporting to your stakeholders.

Vendor Risk Management Program Manual

The Vendor Risk Management Program Manual will help you document your vendor risk management program to complement the IT risk management program.

Phase 2 Small Business Tools and Templates Compendium

This compendium contains nine essential tools and templates to help you build and run your vendor management initiative.

RFP Evaluation Guidebook

Use the Evaluation Guidebook to provide oversight and direction to your evaluation team on the governance of evaluating the vendors' proposals.

Deal Summary Report Template

Use this Deal Summary Report Template to document the results of the negotiation process between your organization and the vendor.

Short-Form RFP Template

Use this Short Form RFP template for a less complex RFP that has relatively basic requirements and perhaps a small window in which the vendors can respond.

VMO ROI Summary Template

Use this template to facilitate communication and update executives and stakeholders at the end of each phase.

Contract Playbook

Use this template to create a framework of preferred terms and conditions and acceptable alternate language.

Lean RFP Template

Use this template to create your Enhanced Request for Information baseline template. Be sure to modify and configure the template to your organization’s specifications.
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