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Data Engineering RFP Checklist (2026)

Forty weighted criteria across scope, team, commercials, and EU AI Act readiness — the 2026 version of the playbook used by Snowflake, Databricks, BigQuery, and Microsoft Fabric buyers.

Last reviewed 8 May 2026 · By Peter Korpak, Chief Analyst

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How to Use This Checklist

Purpose: Ensure you ask the right questions and evaluate vendors consistently across technical, commercial, and operational dimensions.

Scoring: Rate each vendor 1-5 on each criterion. Weight categories based on your priorities.

Timeline: Allow 3-4 weeks for vendor responses, plus 2 weeks for evaluation and interviews.

1. Project Scope & Requirements

Business Objectives

Technical Requirements

2. Vendor Capability Assessment

Criterion Must Ask Red Flags Score (1-5)
Relevant Experience 3+ case studies in your industry, scale, tech stack Generic case studies, no verifiable references
Team Composition Named engineers with resumes, seniority mix "TBD" team members, all juniors or all seniors
Technical Approach Architecture proposal, trade-off discussions One-size-fits-all architecture, no customization
Knowledge Transfer Training plan, documentation standards, handoff process Vague "we'll document as we go"
Cost Transparency Itemized breakdown, what's included/excluded Ballpark estimates, hidden fees in fine print

2.5 New for 2026: AI Act & Native-AI Readiness

Three criteria that did not appear on a 2024 RFP and now belong in the must-have column. Score each vendor 1–5 and weight at 10–15% combined if your roadmap touches AI workloads or EU data.

Criterion What to Ask For Disqualifying Answer Score (1-5)
EU AI Act Readiness Written statement on how delivery maps to GPAI obligations (Aug 2026), Article 50 transparency duties, and high-risk system controls. Named compliance lead. "That's the customer's responsibility." Or no awareness of the August 2026 enforcement date.
Native-AI Platform Fluency Production case study using Snowflake Cortex AI Functions, Databricks Mosaic AI Agent Framework, or Microsoft Fabric Data Agents. Cost guardrails and evaluation harness must be shown. Slide-deck familiarity only. Or "we use the OpenAI API" without platform-native context.
AI-Assisted Delivery Discipline How AI-augmented coding (Copilot, Cursor, Claude Code) is governed: human review loop, eval harness, token-cost reporting, and how productivity gains flow into pricing. "Our engineers use AI tools" with no governance, no evals, and full senior rates regardless of AI lift.

Pair this section with the deeper write-up in our 35-criterion 2026 evaluation rubric and the five-stage partner selection framework.

3. Commercial Terms Checklist

Must Have

Avoid

4. Critical Questions for Vendors

On Team Staffing:

  • "Can I interview the proposed team members before signing?"
  • "What's your policy on team changes mid-project?"
  • "What's the guaranteed time commitment per week for the tech lead?"

On Methodology:

  • "Walk me through a typical sprint/iteration. What's the cadence?"
  • "How do you handle scope creep and changing requirements?"
  • "What's your testing strategy for data pipelines?"

On Risk & Contingency:

  • "What are the top 3 risks to this project's timeline?"
  • "Show me a project that went poorly. What happened?"
  • "What's your escalation process when things go off-track?"

On Post-Launch:

  • "What does 'day 2 operations' support look like?"
  • "What documentation/runbooks will you provide?"
  • "Is there a warranty period? How long?"

5. Vendor Scoring Template

Score each vendor 1-5 on these weighted criteria:

Technical Expertise (30%) Architecture, team skills, platform knowledge
Relevant Experience (25%) Case studies, references, industry fit
Cost & Value (20%) Total cost, payment terms, ROI potential
Communication & Fit (15%) Responsiveness, cultural fit, transparency
Risk Factors (10%) Contract terms, team stability, methodology

Final Decision Criteria:

Shortlist vendors scoring 4.0+ overall. Conduct technical deep-dives with top 2-3. Make decision within 1 week of final interviews.

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