This Request for Proposal (RFP) sources a Commercial Off The Shelf (COTS) Enterprise Resource Planning (ERP) product suite, support services and systems integration and implementation services. This RFP represents best practices and proven approach to selection and implementation of a Case Management COTS based Solution that minimizes custom code and assures project success.

The Procurement strategy, adopts an assurance approach designed to enable success factors and mitigate structural risks that has plagued IT centric projects for the past 3 decades. This RFP results in the selection of a COTS software Product suite and a certified systems integrator in one RFP process but resulting in 2 separate contracts. The procurement strategy and architected requirements in this RFP introudce a Proof of Solution (POS) phase as an added step towards assurance of project success.  The POS would be conducted at the same time with the top 2 vendors on the shortlist and will feature the limited deployment and usability/connectivity/operability/performance and support of OOB functionality. 

Risk reduction and employment of best practices (client and vendor) are evident in the Information (I), Mandatory (M) and Rated (R) requirements under the following RFP sections:

• Procurement Strategy – defines the scope , parameters and procurement process

• Deliverables or Statement of work – The Deliverables for both the Product Vendor ( Software Publisher -SP) and the Certified Systems Integrator (CSI). The deliverables are such that the SP would lead the development of a design with the CSI support . Afterward, the CSI would lead the Implementation into the target environment with Subject matter experts support from the SP.

• Statement of Requirements – The is a vendor response workbook designed to gather specific information from the vendor that are then evaluated.

  • Product Vendor and Product history, references etc
  • Product Vendor Capabilities and experience in conducting designs and plans
  • Certified System Integrator Requirements to evaluate their capability and capacity to perform the work
  • Functional and Technical Requirements of ERP solution ( see detail of sub items in Table of Content)
  • Innovation –  innovative costed proposal that reduce custom code and assure project success

• Financials – Details fixed prices, ceiling prices on the variety of goods (COTS Product) and services required from this RFP.

This RFP allows you to manage both of the product vendor and CSI relationships within a three – way governance model. Also, the RFP contains flexibility to adjust the scope of work you can keep in-house and that  you can allocate to the SI ( Business process alignment, change management, project management, etc.)

NOTE: While a client can choose to manage this RFP with MS Word, use of the SourceX^® product, ncluded with your purchase, is encouraged.  This next generation tool contains a wealth of procurement experience and encourages you and your team to follow best practices.  It has many great features designed to streamline the RFP development and enhance collaboration including online reviews and approvals.   Have a look at the Introductory Videos and we’re sure you’ll see the many benefits and potential savings it offers for this and other RFPs.