IS 483 Information Systems Management
Request For Proposal

Table of Contents  

Version 1

1. Introduction

• General purpose of the RFP
• Invitation to respond
• Mandatory minimum requirement checklist or mandatory features
• A planned schedule of  RFP activities
• Vendor conference
• Proposal due date
• Procedures: how to handle questions and liaison.

2.. Submission Requirements from each vendor

• Transmittal letter which details the content of the proposal submission.
• Documentation required from vendors. (Provide specific format in the appendix.)
• Information needed on vendor.

3. Background and Current Environment

• Organization
• Business Functions
• The automated processes
• Process that require automation
• Current computing or technology environment--computing, network, etc.
• Planned and future technical environment
• Volume and seasonal information

4. Scope of Products and Services

• Vision for the proposed system (Business Requirements), list detailed requirements in the appendix
• Goals and objectives
• Guidelines for the system implementation, such as knowledge transfer, training, team work.
• Software products and implementation services
• New system requirements

5. Response Contents and Format

• Documentation requirements
• Cost information (specify categories)

6.  Qualification Requirements

• References
• Financial Status
• Installed base
• Software Release
• Vendor Organization
• System Ownership
• Standard Contract

7. Selection Process (Detailed)

Version 2 

(used in the XYZ Personal Healthcare Products RFP from the RFP handout)

1. Project Overview

2. Evaluation Process

• Overview
• Timetable
• Questions
• Proposal Due Date
• Response Format
• Conditions of Bidding Process

3. RFP Section 1: Vendor Demonstration

    RFP Section 2: Technical Requirements

    RFP Section 3: Business Requirements

    RFP Section 4: Data Requirements

    RFP Section 5:  Vendor Proposal

Appendices

    Appendix  A: Demo Script

    Appendix  B: Demo Data Sample

    Appendix  C: Demo Ad-Hoc Analysis Reports

    Appendix  D: Profitability Statements and Data Models

    Appendix  E:  Cost Proposal Format

Version 3

Introduction

General Information about the Organization

Submission Requirements

Current and Planned Business/Technical Environment

Scope of Products and Services

• Vision
• Goals and Objectives
• Guidelines for System Implementation
• Project Schedule and Timeframe
• Implementation Services
• Software Services 
• Technical Services
• Training Services

Functionality Specifications

Mandatory Features

Desired Features

Performance Data Wanted

Cost Data

Vendor Information

Schedule of RFP Process

Susy S. Chan, Ph.D.    Copyright © 1998. All rights reserved.   Last Updated: February 29, 2000.