Procurement Toolkit: Vendor Scorecard, RFP Tracker, TCO Model, Savings (Excel)
Run a vendor selection you can defend — without enterprise sourcing software.This pack is the working file set of a disciplined sourcing event, built for procurement managers and small-business ops leads. The Excel workbook has six linked-by-process sheets:- Vendor Scorecard — seven weighted criteria (cost, quality, delivery, financial stability, compliance, support, innovation) with editable weights, a 100% checksum cell that flags bad math, anchored 1-5 scoring definitions, and automatic weighted totals and ranking for up to 10 vendors.- RFP Tracker — pipeline from Identified to NDA to RFP Sent to Responses to Shortlist to BAFO to Awarded/Declined, with automatic stage counts, due-date countdown, and overdue flagging for 40 vendor rows.- Savings Tracker — baseline vs. negotiated cost, hard / soft / cost-avoidance classification (with honest definitions your CFO will recognize), and an auto-calculated summary of identified vs. realized savings.- TCO Model — 5-year total cost of ownership across acquisition, implementation, licensing & maintenance, operations, and exit costs, discounted to NPV via an editable discount-rate cell.- Negotiation Prep — BATNA worksheet, target/walk-away sanity checks, a 14-lever checklist, and a concession trading log.You also get an editable Word file with four RFP templates (cover letter, MoSCoW requirements matrix, published evaluation criteria, vendor Q&A log) and a 3-page PDF quick-start guide: a defensible vendor selection in six steps.Plain formulas, no macros, no external links. Built for desktop Excel; opens in LibreOffice and Google Sheets (conditional formatting and dropdowns may render slightly differently). All example data is fictional.Created with AI assistance; every formula and figure verified before release.Disclaimer: This toolkit provides general procurement templates and example figures for informational purposes only. It is not legal, financial, or accounting advice. Validate weights, thresholds, and contract language against your organization's procurement policy and, where relevant, qualified counsel before use.
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