Competitive proposal checklist

Security Proposal Evaluation Checklist

Use this checklist to compare written security proposals on the complete operating outcome—not camera count or initial price alone. Ask every bidder to identify what is included, excluded, assumed, recurring, customer-owned, or dependent on another provider.

Property / organization
Prepared by
Date
Review contact
01

System ownership & platform flexibility

Know what the customer controls and what creates long-term dependency.

  • Customer ownership of primary administrator accounts and credentials
  • Manufacturer, cloud, dealer, monitoring, and subscription dependencies
  • Recurring licenses, storage, cellular, support, and monitoring charges
  • Ability to retain, integrate, or securely retire compatible existing equipment
  • Migration, expansion, data export, and offboarding options
Notes
02

Design & infrastructure

Compare the engineering behind the visible devices.

  • Purpose and performance objective for each camera, sensor, door, or zone
  • Lens, lighting, distance, angle, analytics, and representative day/night conditions
  • Recording mode, retention calculation, usable storage, and evidence export
  • Network, bandwidth, PoE, power supplies, UPS, grounding, and cybersecurity
  • Cabling, pathways, conduit, mounting, weather protection, labeling, and future capacity
Notes
03

Monitoring & response

Require a written answer for who acts, when, and under which agreement.

  • Who monitors, from where, during which hours, and through which provider
  • Enrolled events, verification steps, supported audio or intervention, and exceptions
  • Authorized contacts, notification order, escalation, and dispatch instructions
  • Separate role of any patrol, licensed private security, site team, or emergency service
  • Incident records, video or data retention, reporting, and camera/system-health awareness
Notes
04

Delivery & lifecycle

Confirm what remains after installation is complete.

  • Permits, access, owner responsibilities, scheduling, testing, and acceptance criteria
  • Device names, labels, drawings, as-builts, configuration records, and credential handoff
  • Administrator and end-user training with representative workflow testing
  • Warranty responsibilities, service intake, escalation, and expected support boundaries
  • Preventive maintenance, user review, firmware/software review, and future expansion planning
Notes
05

Provider accountability & serviceability

Understand who performs the work and how the system will be supported.

  • Whether assessment, design, installation, programming, monitoring, and service use employees or disclosed subcontractors
  • Applicable licensing, insurance, manufacturer authorization, current training, and responsible project contacts
  • Service history, escalation path, parts availability, remote-support boundaries, and field-response expectations
  • Customer ownership of administrator accounts, documentation, exports, configurations, and offboarding records
  • Written separation of one-time, recurring, usage-based, optional, and third-party charges
Notes
06

Privacy, AI & data governance

Require clear answers for information the system creates and who can use it.

  • Purpose, placement, privacy masking, signage, audio, LPR, facial or other analytics where proposed
  • Data owner, storage location, retention, export, deletion, audit logs, and third-party access
  • Administrator controls, role-based access, MFA where supported, user review, and offboarding
  • What any AI or analytic feature actually does, its limitations, configuration, review, and ongoing cost
  • Cybersecurity, firmware, vulnerability, credential, incident, and end-of-support responsibilities
Notes
Two Three Factor Security technicians coordinating exterior camera coverage at a community vehicle gate — Three Factor Security fieldwork in Los AngelesFieldwork inLos Angeles
Exterior camera and gate coverage coordinated by two field technicians

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