{"id":94984,"date":"2026-05-21T08:19:24","date_gmt":"2026-05-21T08:19:24","guid":{"rendered":"https:\/\/teeptrak.com\/oee-implementation-checklist-rfi-rfp-template-2027\/"},"modified":"2026-07-24T21:10:15","modified_gmt":"2026-07-24T21:10:15","slug":"oee-implementation-checklist-rfi-rfp-template-2027","status":"publish","type":"post","link":"https:\/\/teeptrak.com\/en\/oee-implementation-checklist-rfi-rfp-template-2027\/","title":{"rendered":"OEE software RFI\/RFP template 2027: implementation checklist, evaluation scorecard, vendor selection guide for manufacturing"},"content":{"rendered":"\n
\nTL;DR \u00b7 OEE software RFI\/RFP template in 60 words<\/strong>
\nThis guide provides a complete OEE software vendor selection toolkit: 50-question RFI\/RFP template covering functional, technical, deployment, and commercial requirements. 12-criterion weighted evaluation scorecard. Implementation checklist from pre-deployment through post-go-live. Reference call script with 10 critical questions. Covers edge sensor, OPC UA, multi-site ISO 22400-2, cybersecurity IEC 62443, 5-year TCO model.\n<\/div>\n\n

For manufacturing procurement and operations teams running OEE software vendor selection in 2027<\/strong>, a structured evaluation process is critical: the difference between a successful 4-week deployment delivering +10 OEE points and a failed 12-month project wasting $500K+ comes down to asking the right questions before purchase. This guide provides ready-to-use templates: a comprehensive RFI\/RFP questionnaire, a weighted evaluation scorecard, an implementation checklist, and a reference call script, all based on patterns observed across 450+ factory deployments.<\/p>\n\n

RFI\/RFP template: 50 essential questions<\/h2>\n\n

Section 1: OEE methodology and functionality (15 questions)<\/h3>\n\n\n
#<\/th>Question<\/th>Why it matters<\/th><\/tr><\/thead>\n
1<\/td>Describe your OEE calculation methodology. Is it ISO 22400-2 compliant?<\/td>Ensures standardized A \u00d7 P \u00d7 Q across all sites, prevents “OEE definition wars”<\/td><\/tr>\n
2<\/td>How do you categorize the Six Big Losses? Can categories be customized per site?<\/td>Six Big Losses taxonomy must match your continuous improvement methodology<\/td><\/tr>\n
3<\/td>How is planned downtime handled in the OEE calculation? Excluded or included?<\/td>Critical distinction: “loading time” definition impacts OEE number significantly<\/td><\/tr>\n
4<\/td>How do you measure Performance (speed loss)? Ideal cycle time vs actual?<\/td>Performance calculation methodology varies widely between vendors<\/td><\/tr>\n
5<\/td>How are minor stops vs reduced speed differentiated?<\/td>Minor stops (<5 min, frequent) vs reduced speed (continuous but slower) require different detection methods<\/td><\/tr>\n
6<\/td>How is Quality rate calculated? First-pass yield or all production?<\/td>Quality = good units \/ total units produced, startup rejects + production rejects<\/td><\/tr>\n
7<\/td>What real-time dashboards are included? Can they be customized?<\/td>Operator-facing andon, supervisor shift report, manager plant overview, VP multi-site<\/td><\/tr>\n
8<\/td>How do operators categorize stop reasons? Touch screen, tablet, barcode?<\/td>Operator input method impacts adoption rate, simplicity is critical<\/td><\/tr>\n
9<\/td>What reporting is available? Shift, daily, weekly, monthly, custom date range?<\/td>Different stakeholders need different report cadences<\/td><\/tr>\n
10<\/td>How is inter-site benchmarking supported? Normalized or raw comparison?<\/td>Fair multi-site comparison requires normalization for product mix, machine age, shift pattern<\/td><\/tr>\n
11<\/td>What alerting and notification capabilities exist?<\/td>Real-time alerts for downtime threshold, OEE drop, quality event critical for rapid response<\/td><\/tr>\n
12<\/td>What languages are supported in the UI?<\/td>Global deployments require multilingual operator interfaces<\/td><\/tr>\n
13<\/td>Can different sites have different stop reason categories while maintaining group-level reporting?<\/td>Balance: local relevance vs group standardization<\/td><\/tr>\n
14<\/td>How is shift pattern management handled?<\/td>Shift definitions vary by site and change seasonally, system must be flexible<\/td><\/tr>\n
15<\/td>What continuous improvement workflow support is included?<\/td>OEE measurement without improvement workflow = measuring but not improving<\/td><\/tr>\n<\/tbody>\n<\/table>\n\n

Section 2: Technical architecture (10 questions)<\/h3>\n\n\n
#<\/th>Question<\/th>Why it matters<\/th><\/tr><\/thead>\n
16<\/td>Do you offer edge sensor (PLC-independent) data collection?<\/td>Edge sensor eliminates PLC dependency, critical for legacy machines and locked-down automation<\/td><\/tr>\n
17<\/td>What PLC\/SCADA protocols do you support (OPC UA, Modbus, EtherNet\/IP, PROFINET)?<\/td>Protocol coverage determines integration with existing automation<\/td><\/tr>\n
18<\/td>What is your cloud architecture (SaaS, private cloud, on-premise)?<\/td>Data sovereignty, latency, offline operation requirements vary<\/td><\/tr>\n
19<\/td>What happens when cloud connectivity is lost? Offline operation capability?<\/td>Manufacturing cannot stop when internet drops, edge buffering essential<\/td><\/tr>\n
20<\/td>What APIs are available for integration (REST, MQTT, OPC UA)?<\/td>Integration with ERP, MES, CMMS, BI tools requires open APIs<\/td><\/tr>\n
21<\/td>How is data stored? Time-series database? Retention period?<\/td>Historical OEE data for trending, benchmarking, compliance<\/td><\/tr>\n
22<\/td>What is your data export capability? Formats? Frequency?<\/td>Data portability, YOUR data must be exportable if you switch vendors<\/td><\/tr>\n
23<\/td>What BI tool integration exists (Power BI, Tableau, Grafana)?<\/td>Many enterprises want OEE data in existing BI infrastructure<\/td><\/tr>\n
24<\/td>What mobile app capabilities exist?<\/td>Supervisors and managers need mobile OEE access on plant floor<\/td><\/tr>\n
25<\/td>What is your product roadmap for next 2-3 years?<\/td>ML\/AI, digital twin, sustainability, deeper ERP integration, future-proofing<\/td><\/tr>\n<\/tbody>\n<\/table>\n\n

Section 3: Security and compliance (8 questions)<\/h3>\n\n\n
#<\/th>Question<\/th><\/tr><\/thead>\n
26<\/td>Do you hold SOC 2 Type II certification?<\/td><\/tr>\n
27<\/td>Are you ISO 27001 certified?<\/td><\/tr>\n
28<\/td>Is your edge hardware IEC 62443 SL2 compliant?<\/td><\/tr>\n
29<\/td>Where is data stored geographically? GDPR\/PIPL data residency compliance?<\/td><\/tr>\n
30<\/td>What encryption is used (in transit TLS version, at rest AES-256)?<\/td><\/tr>\n
31<\/td>What authentication methods are supported (SSO SAML\/OIDC, MFA)?<\/td><\/tr>\n
32<\/td>What is your vulnerability management process (penetration testing frequency)?<\/td><\/tr>\n
33<\/td>How do you handle NIS2 Directive requirements (EU manufacturing)?<\/td><\/tr>\n<\/tbody>\n<\/table>\n\n

Section 4: Deployment and support (9 questions)<\/h3>\n\n\n
#<\/th>Question<\/th><\/tr><\/thead>\n
34<\/td>What is your typical deployment timeline for a single site (10-50 machines)?<\/td><\/tr>\n
35<\/td>What is your deployment methodology (phases, milestones)?<\/td><\/tr>\n
36<\/td>What training is included (operators, supervisors, administrators)?<\/td><\/tr>\n
37<\/td>What support tiers are available (business hours, 24\/7)?<\/td><\/tr>\n
38<\/td>What is your SLA for system availability (99.9%, 99.99%)?<\/td><\/tr>\n
39<\/td>How is multi-site rollout managed (central team, local teams)?<\/td><\/tr>\n
40<\/td>What change management support do you provide?<\/td><\/tr>\n
41<\/td>How are software updates deployed (automatic, scheduled, manual)?<\/td><\/tr>\n
42<\/td>What is your escalation path for critical issues?<\/td><\/tr>\n<\/tbody>\n<\/table>\n\n

Section 5: Commercial (8 questions)<\/h3>\n\n\n
#<\/th>Question<\/th><\/tr><\/thead>\n
43<\/td>Provide 5-year TCO breakdown (Year 0 + Years 1-4 recurring) for our scope.<\/td><\/tr>\n
44<\/td>What is your pricing model (per machine, per site, per user, enterprise)?<\/td><\/tr>\n
45<\/td>What are edge sensor \/ hardware costs?<\/td><\/tr>\n
46<\/td>What discounts are available for multi-site commitment?<\/td><\/tr>\n
47<\/td>Can you propose a paid pilot (scope, success criteria, conversion terms)?<\/td><\/tr>\n
48<\/td>Provide 3 customer references (similar industry, similar scale).<\/td><\/tr>\n
49<\/td>What contract terms: length, exit clause, data portability?<\/td><\/tr>\n
50<\/td>What is included vs additional cost (training, integration, custom reports)?<\/td><\/tr>\n<\/tbody>\n<\/table>\n\n

Weighted evaluation scorecard<\/h2>\n\n\n
Criterion<\/th>Weight<\/th>Vendor A<\/th>Vendor B<\/th>Vendor C<\/th><\/tr><\/thead>\n
Deployment speed (time to first OEE)<\/td>15%<\/td>_\/5<\/td>_\/5<\/td>_\/5<\/td><\/tr>\n
Operator usability (demo impression + G2)<\/td>15%<\/td>_\/5<\/td>_\/5<\/td>_\/5<\/td><\/tr>\n
OEE methodology (ISO 22400-2 rigor)<\/td>12%<\/td>_\/5<\/td>_\/5<\/td>_\/5<\/td><\/tr>\n
Multi-site standardization<\/td>12%<\/td>_\/5<\/td>_\/5<\/td>_\/5<\/td><\/tr>\n
Edge sensor \/ PLC independence<\/td>10%<\/td>_\/5<\/td>_\/5<\/td>_\/5<\/td><\/tr>\n
Integration (ERP\/MES\/CMMS\/BI)<\/td>10%<\/td>_\/5<\/td>_\/5<\/td>_\/5<\/td><\/tr>\n
5-year TCO<\/td>10%<\/td>_\/5<\/td>_\/5<\/td>_\/5<\/td><\/tr>\n
Vendor references and stability<\/td>8%<\/td>_\/5<\/td>_\/5<\/td>_\/5<\/td><\/tr>\n
Cybersecurity (IEC 62443, SOC 2)<\/td>4%<\/td>_\/5<\/td>_\/5<\/td>_\/5<\/td><\/tr>\n
Roadmap \/ innovation<\/td>4%<\/td>_\/5<\/td>_\/5<\/td>_\/5<\/td><\/tr>\n
Weighted total<\/strong><\/td>100%<\/strong><\/td>_\/5<\/strong><\/td>_\/5<\/strong><\/td>_\/5<\/strong><\/td><\/tr>\n<\/tbody>\n<\/table>\n\n

Implementation checklist: 12-week OEE deployment<\/h2>\n\n\n
Week<\/th>Activity<\/th>Owner<\/th>Deliverable<\/th><\/tr><\/thead>\n
Pre<\/td>Define scope, assign project lead, machine inventory, network assessment<\/td>Project Lead + Vendor<\/td>Scope document, machine list, network diagram<\/td><\/tr>\n
1-2<\/td>Install edge sensors \/ configure OPC UA connections on first 10-20 machines<\/td>Vendor + Maintenance<\/td>Sensors installed, data flowing to platform<\/td><\/tr>\n
2-3<\/td>Configure dashboards, define stop reason categories, set OEE targets<\/td>Vendor + CI Manager<\/td>Dashboards live, categories approved<\/td><\/tr>\n
3-4<\/td>Train operators (stop categorization), supervisors (reports), managers (dashboards)<\/td>Vendor + CI Manager<\/td>All users trained, documented<\/td><\/tr>\n
4-6<\/td>Go-live: operators using system daily, morning meeting with OEE data<\/td>CI Manager + Supervisors<\/td>Daily OEE measurement operational<\/td><\/tr>\n
6-8<\/td>Refine stop categories, address operator feedback, optimize dashboard layout<\/td>CI Manager<\/td>Refined categories, improved adoption<\/td><\/tr>\n
8-10<\/td>First formal OEE review with management, identify top 3 losses, improvement plan<\/td>Plant Manager + CI<\/td>Management review deck, improvement plan<\/td><\/tr>\n
10-12<\/td>Execute first improvement actions (SMED, autonomous maintenance, etc.)<\/td>CI Team + Operators<\/td>Measurable OEE improvement vs baseline<\/td><\/tr>\n<\/tbody>\n<\/table>\n\n\n
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