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1. Parties: Identifies the evaluating organization and the software provider
2. Background: Explains the context and purpose of the software evaluation
3. Definitions: Defines key terms used throughout the document
4. Evaluation Scope: Outlines the specific features, functions, and aspects of the software to be evaluated
5. Evaluation Period: Specifies the duration and timeline of the evaluation
6. Evaluation Methodology: Details the testing procedures, benchmarks, and evaluation criteria
7. Access and Support: Describes the access requirements and support expectations from the software provider
8. Data Security and Privacy: Outlines data handling requirements and privacy protection measures during evaluation
9. Confidentiality: Specifies confidentiality obligations for both parties
10. Intellectual Property: Addresses IP rights and restrictions during the evaluation process
11. Reporting Requirements: Details the format and content requirements for evaluation reports
12. Termination: Specifies conditions and process for early termination of the evaluation
1. Commercial Terms: Include when the evaluation involves costs or potential purchase conditions
2. Integration Requirements: Add when the software needs to integrate with existing systems
3. Performance Metrics: Include when specific performance benchmarks need to be met
4. User Testing: Add when end-user testing is part of the evaluation scope
5. Compliance Requirements: Include when specific regulatory compliance needs to be evaluated
6. Post-Evaluation Options: Add when there are specific arrangements for purchase or extended testing after the initial evaluation
7. Third-Party Dependencies: Include when the software has significant third-party components that need evaluation
1. Schedule A - Technical Requirements: Detailed technical specifications and requirements for the software
2. Schedule B - Evaluation Criteria Matrix: Specific criteria and scoring matrix for the evaluation
3. Schedule C - Testing Scenarios: Detailed test cases and scenarios to be executed
4. Schedule D - Security Requirements: Specific security requirements and compliance standards
5. Appendix 1 - Contact Details: Key contacts from both parties involved in the evaluation
6. Appendix 2 - Evaluation Timeline: Detailed timeline of evaluation activities and milestones
7. Appendix 3 - Reporting Templates: Templates for various reports required during the evaluation
Authorized Personnel
Benchmark Tests
Business Day
Commencement Date
Confidential Information
Data
Documentation
Evaluation Criteria
Evaluation Period
Evaluation Report
Evaluation Team
Intellectual Property Rights
Integration Requirements
Licensed Software
Maintenance Services
Performance Metrics
Personal Information
Privacy Laws
Production Environment
Security Requirements
Service Levels
Software Provider
Software Tool
Source Code
Specifications
Support Services
System Requirements
Technical Standards
Test Environment
Test Data
Test Results
Testing Methodology
Third Party Software
User Acceptance Testing
User Interface
Vulnerability Assessment
Acceptance Testing
Confidentiality
Data Protection
Evaluation Criteria
Evaluation Methodology
Evaluation Period
Force Majeure
Governing Law
Indemnification
Intellectual Property
Integration Requirements
License Grant
Limitation of Liability
Notice
Payment Terms
Performance Requirements
Privacy Compliance
Reporting Requirements
Security Requirements
Service Levels
Support Services
Technical Specifications
Term and Termination
Testing Environment
Third Party Rights
User Access
Warranties
Information Technology
Financial Services
Healthcare
Government
Education
Manufacturing
Professional Services
Retail
Telecommunications
Construction
Mining
Legal Services
Information Technology
Legal
Procurement
Information Security
Risk Management
Compliance
Operations
Digital Transformation
Enterprise Architecture
Quality Assurance
Project Management Office
Business Analysis
Vendor Management
Chief Information Officer
IT Director
Software Development Manager
IT Project Manager
Systems Analyst
Procurement Manager
Legal Counsel
Compliance Officer
Security Manager
Business Analyst
Technology Consultant
Solutions Architect
Product Owner
Operations Manager
Risk Manager
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