Evaluate ITAD providers with confidence.
Equip your team with tools and guidance to evaluate current and prospective ITAD vendors.
The roadmap to finding an ITAD partner.
Selecting the right partner is critical. This RFP Toolkit was developed to support in designing and executing a complete, modern Request for Proposal (RFP) process.
Organized into five key phases, this toolkit reflects best practices refined through years of experience serving various
industries including Fortune 500 enterprises, healthcare systems, and government agencies.
Phase One
Internal Readiness and Vendor Reevaluation
Evaluating your current vendor and identifying the need for an RFP is the first step to optimizing your ITAD program. Reviewing return on investment, certification & minimum standards, and risk identification are important factors to consider before moving forward in the RFP process.
ITAD Program and Vendor Review
Education & Learning:
When to review a current vendor, and what performance triggers should effect this.
Vendor Evaluation Scorecard
Evaluation Tool:
Use our interactive scorecard to rate how your current ITAD vendor is performing.
Phase Two
Research and Vendor Landscape Exploration
Once you have reviewed your current vendor, the next step is
to explore the market. Leveraging industry associations and
market analyses can help you identify top ITAD organizations, then use our prospective vendor checklist to evaluate their capabilities using information found on their websites or through AI search tools.
Key Vendor Research Resources
Education & Learning:
Review the key industry associations and conferences to utilize in your research.
Prospective Vendor Checklist
Evaluation Tool:
Use this tool to prioritize your top requirements for a prospective ITAD vendor.
Phase 3
Customize your RFP template
Utilize our customizable template to launch your next ITAD request for proposal
Phase Four
Evaluate Vendor Proposals
Now that you have received your proposals from prospective
vendors, you need to evaluate which vendors match your
needs. Evaluation scorecards can help you clarify your must haves, while touring a facility can give you a better sense
of the ITAD vendors operation.
Best Practices for Vendor Evaluation
Education & Learning:
Explore common red flags in vendor RFP responses and how to evaluate.
Facility Tour Grading Rubric
Evaluation Tool:
Leverage this grading sheet during onsite or virtual facility tours.
Vendor Portal Demo Grading Rubric
Evaluation Tool:
Leverage this grading sheet during vendor portal demonstrations.
Phase Five
Award, Contract, and Implementation
The final phase of the RFP process can sometimes be
the longest. Having a strong contract, with clear Master
Service Agreements and Standard of Work, allows you to
build a partnership with your new ITAD vendor that will
continue to flourish.
Implementation Planning Worksheet
Education & Learning:
Plan your new vendor onboarding process including necessary documents and considerations.
Onboarding Scheduler Tool
Evaluation Tool:
Use this interactive Gantt chart to plan your onboarding to ensure a smooth and streamlined process.
Looking for customized ITAD Services?
Our toolkit can be used to find and onboard any vendor that fits your organization, but we would love to work with you. Schedule a call or submit an RFP from Dynamic today.
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