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Comprehensive Vendor RFI Template for Education Leaders

Customize your own RFI to improve the speed and diligence of tech evaluations

This RFI template will allow education leaders to build a comprehensive understanding of prospective partners and uniformly evaluate the suitability of technology products.

To reduce overall time-to-deployment of purchased applications and SaaS and mitigate risk, IT and procurement groups in education are introducing standardized, comprehensive RFIs early in vendor evaluation. These tools surface contract terms, security provisions, and service considerations that may require further negotiation and provide advance warning of potential exceptions to architecture policies. RFIs also shift the onus to the vendor to prove suitability and security.

Assess education tech vendors with our RFI template

EAB created an Excel sheet template IT leaders can use to capture RFI information and create rack-and-stack profiles of multiple vendor responses. The questionnaire covers nine focus areas:
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    Contracts

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    Operational

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    Systems support

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    Business continuity

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    Accessibility

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    Disaster recovery

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    Identity management

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    Security

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    Network

Each area has sub focus areas populated with individual questions that require specific information from vendors, including regulation and compliance information, security assurances, and data ownership and recovery policies.

To start collecting and comparing vendor responses, download the RFI template for your institution type below.

Higher Ed Template      K-12 Template

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Learn how you can get access to this resource as well as hands-on support from our experts through District Leadership Forum.

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