A printable photocopier purchase checklist you can take to a meeting

A buyer walks into a vendor meeting with a brochure and a price expectation. A buyer with this checklist walks out with answers to the 25 questions that determine whether the proposal holds across a five year contract. The sheet prints cleanly on one A4 page and fits on a clipboard.

The checklist itself

The checklist below renders as a structured form. Use the print function in any browser to produce a one page A4 version. The 25 items are grouped into five sections, each addressing a question category that vendor pitches typically gloss over.

Photocopier purchase checklist (25 items)

Print landscape if margins crowd
A. Device and capability
1. Exact model number proposedConfirm in writing, not by brochure category.
2. Year of manufactureAsk explicitly; some refurbished units appear in new contract pricing.
3. Rated monthly duty cycleTarget 2.5x your projected monthly volume.
4. Pages per minute mono and colour at ratedConfirm at A4 standard, not first copy speed.
5. A3 paper handling confirmedOnly if A3 work is genuinely required.
B. Commercial terms
6. Monthly lease or amortised purchase figureNet of VAT, written into the proposal.
7. Mono and colour click rate, toner inclusive or exclusiveConfirm which; some quotes split toner from clicks.
8. Volume bands and their threshold pagesIdentify the band you sit in and the next one up.
9. Excess page surcharge rateAbove an inclusive allowance, where applicable.
10. Annual indexation mechanism and historic upliftCPI linked is common; confirm the cap if any.
C. Service and support
11. First response time on a logged ticketFour to eight working hours is typical.
12. On site engineer arrival targetSame business day or next business day, in writing.
13. Resolution target and service credit if missedWithout a credit, the SLA is unenforceable.
14. Toner replenishment lead timeAuto monitored or manual order; confirm.
15. Helpdesk hours and out of hours routeEspecially relevant for hybrid or weekend operations.
D. Implementation and exit
16. Lead time from order to installTwo to four weeks is typical; longer signals stock issues.
17. Installation, configuration and training includedConfirm what is in the headline figure.
18. Removal of incumbent deviceWho organises and pays for it.
19. Hard drive wipe at contract endCertificate of erasure to a recognised standard.
20. Early termination fee scheduleRead the clause, not the headline figure.
E. Sustainability and security
21. Energy Star certification levelHigher tier saves on the energy line over the term.
22. Toner take back or recycling programmeFree collection from your site is the standard.
23. Firmware patch cadenceQuarterly minimum; ask how patches are deployed.
24. Pull printing or PIN release availableStandard now; confirm whether licensed separately.
25. GDPR processing role on scan dataVendor as processor; you as controller.

Why each section sits where it does

The order of the five sections is deliberate. Buyers tend to walk into vendor meetings focused on price and walk out without enough on service. Reordering the conversation by asking about the device, then commercial, then service, prevents the meeting from collapsing into a discussion of the headline figure before the underlying assumptions are agreed.

Section A: device and capability

The first five items pin down what is actually being offered. Vendor proposals sometimes use a device family name rather than a specific model. The exact model number, year of manufacture and rated duty cycle determine whether the equipment is appropriate, and these need to be in the proposal in writing.

Section B: commercial terms

Items 6 to 10 cover the elements that turn a headline figure into a five year cost. Volume bands and excess surcharges are the most common source of surprise in year two and three; getting them documented at meeting one prevents the conversation later.

Section C: service and support

Without a service credit clause, an SLA is a marketing statement. Item 13 forces the discussion onto credible ground. Vendors who balk at service credits typically have service operations that cannot reliably hit the targets they advertise.

Section D: implementation and exit

The exit clauses matter as much as the entry ones. A favourable headline rate paired with a punitive early termination schedule locks the contract in regardless of vendor performance. Read items 19 and 20 together: a generous early termination fee combined with no wipe certificate means walking away from the contract is both expensive and risky.

Section E: sustainability and security

Modern procurement frameworks expect sustainability and security to be disclosed. Items 21 to 25 give you the disclosures in a single section, which can be lifted into a procurement memo or board paper without rework.

SectionItemsTime per itemTotal in meeting
A. Device and capability51 minute5 minutes
B. Commercial terms52 minutes10 minutes
C. Service and support51.5 minutes7 to 8 minutes
D. Implementation and exit51 minute5 minutes
E. Sustainability and security51 minute5 minutes

How to use the checklist in a meeting

Print the sheet on a single sheet of A4 and bring it to the supplier meeting. Tell the vendor at the start that you will work through 25 questions. Most vendors welcome the structure; some will protest. Vendors who protest are usually concerned about specific items, and that tells you where the proposal is weakest.

Tick the box only when you have the answer in writing.Vendors often offer verbal assurances that do not survive into the formal proposal. The check column is for confirmed answers, not for promises. Items still verbal at the end of the meeting need a follow up email request.

What to do after the meeting

The completed checklist becomes the basis of the procurement decision memo. Transcribe the answers into a comparison table if more than one vendor is in play, and rank by section weighting. The RFP template provides a scoring rubric calibrated to this checklist; the two documents are designed to work together.

Twenty five questions, one sheet of paper, one printable page. The simplest procurement intervention available, and the one with the highest ratio of preparation effort to contract value protected.

Adapting the checklist

Three adjustments are worth considering for specific scenarios. Healthcare buyers should add a sixth section on patient data handling and clinical waste integration. Public sector buyers should add framework compliance and social value items. Production class buyers should expand section A to cover finisher options, colour management and substrate handling. None of these adaptations changes the structure; they extend section A or add a section F.

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