Data Engineering RFP Checklist

50+ evaluation criteria for selecting your data engineering partner

Evaluation Progress

0/50 items checked

1 Company Credentials

Platform certifications verified

Snowflake Partner, Databricks Elite, AWS Advanced, etc.

Security certifications confirmed

ISO 27001, SOC2 Type II, GDPR compliance if needed

Years in business verified

Minimum 3-5 years for stability

Financial stability assessed

Revenue growth, funding, insurance coverage

Industry recognition checked

Partner of Year awards, Gartner mentions, Everest recognition

2 Technical Proposal Quality

Architecture diagram provided

Clear current state → future state visualization

Technology stack justified

Rationale for platform choices, not just defaults

Data modeling approach explained

Dimensional, Data Vault, wide tables with trade-offs

Migration strategy detailed

Phased approach, cutover plan, rollback strategy

Data quality framework included

Validation rules, anomaly detection, monitoring approach

Security approach documented

Encryption, access controls, PII handling, audit trails

Scalability plan addressed

How system handles 2-3x data growth

Performance SLAs defined

Query response times, pipeline latency, uptime targets

Monitoring/observability strategy

Alerting, dashboards, incident response

Risk mitigation plan included

Technical risks identified with mitigation strategies

3 Team Composition

Named resources provided

No "TBD" team members; actual people assigned

Resumes/CVs included

Detailed experience for each team member

Senior-to-junior ratio acceptable

At least 40% senior (5+ years experience)

Platform certifications on team

Not just company-level, actual project team certs

Relevant industry experience

Team has worked in your vertical before

Time zone compatibility

Minimum 4+ hours overlap with your team

Substitution policy clear

What happens if someone leaves project

Escalation path defined

Who to contact for issues beyond PM

4 Case Studies & References

3+ detailed case studies provided

Not just logos; actual problem-solution-results

Similar industry represented

At least 1 case study in your vertical

Similar scale/complexity

Comparable data volume and team size

Quantified outcomes included

Metrics: cost savings, performance gains, timeline

References contacted by phone

Don't just email; call for honest feedback

Recent references (last 18 months)

Team composition changes; recent work matters

Asked about budget adherence

Did they stay within 10% of quoted price?

Asked about post-launch support

How was handoff and ongoing relationship?

5 Commercial Terms

Pricing model clear

Fixed Price vs T&M vs Capped T&M; understand trade-offs

All costs itemized

No hidden fees; travel, licenses, support included

Payment schedule milestone-based

Pay for delivered value, not time elapsed

Holdback provision included

10-20% retained until final acceptance

IP ownership favors you

Work product belongs to you; vendor keeps pre-existing IP

Change order process defined

How scope changes are handled and priced

Termination clause reasonable

30-day notice; clear exit obligations

SLA penalties included

Financial consequences for missing agreed SLAs

Warranty period adequate

Minimum 90 days post-launch bug fixes included

Liability cap appropriate

Typically 1-2x total contract value

6 Delivery & Communication

Project timeline realistic

Not too optimistic; buffer for unknowns

Communication cadence defined

Daily standups, weekly reviews, monthly steering

Reporting/dashboards included

Visibility into progress, blockers, budget burn

Knowledge transfer plan detailed

Training sessions, documentation, handoff criteria

Testing strategy comprehensive

Unit, integration, UAT, performance testing

Go-live criteria defined

Measurable success criteria for production readiness

Documentation deliverables listed

Architecture docs, runbooks, data dictionary

Post-launch support options

Ongoing support, SLA options, transition plan

Next Steps

  1. 1. Complete this checklist for each vendor being evaluated
  2. 2. Score vendors on a 1-5 scale for each section
  3. 3. Weight sections by importance to your project
  4. 4. Calculate total weighted scores
  5. 5. Shortlist top 2-3 vendors for final presentations