Introducing the ITAD RFP Toolkit: A Smarter Way to Select ITAD Partners

12/22/25

Selecting the right IT Asset Disposition (ITAD) partner has never been more important or more complex. With increasing regulatory scrutiny, growing ESG expectations, tight technology budgets, and rapidly changing technology lifecycles, organizations need a structured, informed approach to ITAD vendor selection. That’s why Dynamic Lifecycle Innovations created the ITAD RFP Toolkit; an industry-first, vendor-agnostic resource designed to help organizations confidently navigate every stage of the ITAD RFP process. From reviewing your current program, to assessing the industry, to choosing candidates, and onboarding a new vendor, this toolkit gives a guideline that builds confidence from start to finish.

An Industry-First, Brand-Agnostic ITAD Resource

The ITAD RFP Toolkit is an industry-first, brand-agnostic resource created to help organizations navigate the ITAD RFP process with clarity and confidence. It was intentionally designed to be educational and unbiased, offering practical guidance without favoring any provider — including Dynamic.

Rather than promoting a specific solution, the toolkit provides a structured framework organizations can use to objectively evaluate ITAD programs, compare vendors, and make informed decisions based on their unique operational, compliance, and sustainability priorities.

Why the ITAD RFP Process Needs a New Approach

ITAD RFPs can be complex, especially when teams are balancing security, compliance, sustainability, reporting, and operational requirements. Without a clear structure, the process can become time-consuming and make it harder to focus on what your ITAD program truly needs.

The ITAD RFP Toolkit was created to simplify this process. It provides a clear, practical framework organizations can use to evaluate their current ITAD program, prepare for an RFP, or re-evaluate vendors as business or market conditions evolve.

Designed as an educational, brand-agnostic resource, the toolkit does not promote any specific provider. Instead, it helps organizations stay focused on their priorities and make informed, confident decisions that support long-term ITAD success.

The ITAD RFP Toolkit is an industry-first, brand-agnostic resource created to help organizations navigate the ITAD RFP process with clarity and confidence.

12/22/25

What Is the ITAD RFP Toolkit?

The ITAD RFP Toolkit is a centralized collection of educational guides, worksheets, and templates that support a more strategic, consistent, and transparent ITAD RFP process.

It is structured around five core phases, reflecting how organizations typically approach ITAD vendor evaluation and onboarding.

The Five Phases of the ITAD RFP Toolkit

1. Evaluate Your ITAD Program

Before issuing an RFP, it’s critical to understand how your current ITAD program is performing. This phase helps organizations assess program health, identify review triggers, and determine when it’s time to evaluate vendors. Common considerations include service consistency, reporting quality, asset volumes, compliance requirements, and sustainability goals.

2. Research the ITAD Vendor Landscape

ITAD providers vary widely in capabilities, certifications, geographic coverage, and service models. This phase provides guidance on researching the market, understanding industry certifications, leveraging analyst insights, and exploring associations and directories to build a qualified vendor shortlist.

3. RFP Development & Distribution

A strong RFP sets the foundation for meaningful vendor comparisons. This phase includes best practices and templates to help organizations clearly define scope, expectations, service levels, reporting requirements, and evaluation criteria, ensuring vendors respond with relevant, actionable information.

4. Evaluating Prospective Vendors

Reviewing RFP responses goes beyond scoring spreadsheets. This phase focuses on identifying red and green flags, validating claims, reviewing customer portals, and using virtual or in-person tours to confirm operational practices, data security controls, and compliance alignment.

5. Contracting & Implementation Planning

Vendor selection is only the beginning. This phase supports organizations through contracting, onboarding, and implementation planning, including guidance on MSAs, SOWs, SLAs, reporting deliverables, training, and coordination with primary or secondary ITAD vendors.

Who the Toolkit Is Designed For

The ITAD RFP Toolkit was built with cross-functional teams in mind, including:

  • IT Asset Management (ITAM) teams

  • Procurement and sourcing professionals

  • Information security and risk teams

  • Sustainability and ESG leaders

  • Operations and facilities stakeholders

By aligning these perspectives, the toolkit helps organizations create ITAD programs that are secure, compliant, efficient, and aligned with broader business objectives.

An Industry-First, Educational Resource

The ITAD RFP Toolkit was officially launched at the 2025 Gartner IOCS, reflecting growing demand for clearer, more structured approaches to ITAD sourcing and vendor evaluation.

What sets this toolkit apart is its neutral, educational foundation. Organizations can use it whether they are considering working with Dynamic, another provider, or multiple vendors, making it a valuable long-term reference for ITAD program health.

Start Exploring the ITAD RFP Toolkit

As ITAD continues to evolve, having a repeatable, well-informed RFP process is no longer optional, it’s essential. The ITAD RFP Toolkit provides a practical roadmap to help organizations navigate complexity, reduce risk, and build stronger ITAD partnerships.

The toolkit is now live and available to explore.

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