VAB - Submitting a Vendor for Review

If/when a Manager wishes to purchase a new Software as a Service (SaaS), Business System tool, or partner with a new contractor firm, they must first submit a request to the Vendor Approval Board (VAB) for review. 

This page will provide a walk-through of how to submit a request to the VAB to review a vendor.

Choose and launch an Assessment for the Vendor Approval Board (VAB)

• Vendor Request Assessment for new software, SaaS, or business system tools
• Contractor Request Assessment for submitting onboarding tickets for individual contractors

Complete the Vendor/Contractor Request assessment - required fields are marked with an asterisk ( * )

Vendor Assessment

1. Financial Approval
   • Important:  Submitter must formally attest that funding approval has been secured prior to the submission of this form. Any submission lacking confirmed funding approval will be declined.
2. Vendor / Parent Company
   • The name of the Vendor or Company providing the product or software, not the product itself
3. Vendor Expiry / Review Date
   • All vendors and projects are required to undergo recurring renewal, with the interval between renewals not exceeding two years.
4. Vendor Country of Origin
   • Select the country where the Vendor / Parent Company is headquartered
5. Vendor Website
   • Provide the company website URL
6. Privacy Policy Link
   • Provide the link/URL to or an attachment with the company's Privacy Policy
7. Type of Service
   • Select between Consult or Software.  Selecting software will require additional information
8. Product / Software Description
   • Provide a brief, plain‑language statement describing the product or software.
9. Will the product/software have access to or store CARET data?

   • Will Caret financial, customer or staff data be stored within the the application.