Computerized Work Management Systems for Utility and Plant Operations

Appendix 8.4 ...

Appendix 8.4 Template For An Rfi

Topic Areas for the Request For Information (RFI)

  1. Introduction provide a brief overview of your company s operations, current and future work philosophy, technology environment, organization structure and vision for the CWMS project.

  2. Scope of work for the project give an overview of the CWMS functional and technical requirements and the desired services from the vendor.

  3. Project schedule provide an overview of the major activities, anticipated duration, and resourcing requirements, together with major milestones.

  4. Vendor partnership give your expectations of a business partnership with the vendor.

  5. General instructions to the interested vendor

    1. Costs for RFI to be incurred by the vendor

    2. Submission process

    3. Bidders meeting

    4. Subcontracting

    5. Your company s general terms and conditions

    6. Insurance

    7. Indemnification

  6. RFI submission process provide details on what is expected of the vendor when submitting their response to the RFI.

  7. RFI evaluation process provide details on how all submissions will be evaluated (various areas and the points to be awarded). Take care to demonstrate that the evaluation process will be fair and unbiased.

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