Scope and user needs
Users, tasks, assistive technologies, critical workflows, channels, requirements, and exceptions.
A vendor saying a product is “accessible” is not the same as showing which requirements apply, how the product was tested, where barriers remain, and what happens when accessibility regresses. Use this worksheet to turn accessibility into evidence, acceptance criteria, and an ongoing contractual obligation.
No email gate. This resource is general procurement guidance, not legal advice or a substitute for the accessibility standards and acquisition procedures that apply to your organization.
Accessibility reviews become difficult when those four things are blended together. The worksheet gives each review item a question, a reason it matters, evidence to request, a suggested owner, a “ready when” condition, and the risk created by a weak answer.
Identify the people, assistive technologies, devices, environments, critical tasks, generated outputs, and administrative surfaces that belong in the evaluation.
Document the standards, success criteria, contract clauses, exceptions, and organization-specific requirements that the delivered solution must satisfy.
Request current ACR/VPAT material where appropriate, test methods, known-defect information, remediation plans, and product-specific demonstrations instead of accepting broad accessibility statements.
Use automated and manual methods, keyboard testing, screen readers or other assistive technologies, zoom/reflow checks, generated-document review, and realistic task scenarios.
Define severity, ownership, cure expectations, retesting triggers, and the evidence required before accepting the delivered product or a material update.
The downloadable worksheet includes five checks in each area and editable status and notes fields so the same evidence can travel from market research through technical evaluation and acceptance.
Users, tasks, assistive technologies, critical workflows, channels, requirements, and exceptions.
Current ACR/VPAT material, test methods, product/version mapping, known defects, and independent evidence.
Keyboard operation, focus, complex widgets, timing, validation, and recoverable errors.
Names, roles, states, structure, announcements, voice-control labels, and representative AT tests.
Contrast, zoom and reflow, redundant cues, text alternatives, and motion controls.
Generated reports, PDFs, templates, authoring support, multimedia, and accessible help.
Multi-method testing, human evaluation, defect governance, acceptance gates, and regression testing.
Ongoing obligations, remediation targets, release disclosure, training, validation rights, and cure language.
A useful Accessibility Conformance Report should help the buyer understand what was evaluated, against which criteria, for which product/version, using which methods, and where support is partial or absent.
Define the test plan, critical workflows, severity model, defect thresholds, cure process, and retest evidence before the organization loses procurement leverage.
The checklist is intentionally generic. For U.S. federal ICT procurement, Section508.gov says agencies should identify applicable requirements up front and request accessibility information from vendors, including an ACR for standard ICT where required. W3C publishes WCAG 2.2 as a web accessibility standard; your organization may be bound to a different incorporated version or additional requirements.
Use the accessibility worksheet to establish evidence expectations, the RFP checklist to place those expectations in the solicitation, the vendor security questionnaire to collect parallel security evidence, and the software scorecard to keep tradeoffs visible during selection.