Computerized Work Management Systems for Utility and Plant Operations

Appendix 8.7 ...

Appendix 8.7 Template For An RFP

Topic Areas for the Request For Proposal (RFP)

This is generally very detailed, compared to the RFI.

  1. Introduction provide a detailed 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 a detailed itemized description of the CWMS functional and technical requirements and the desired services from the vendor. Ensure that the table of items in this area identifies mandatory and optional items, the weight and maximum possible score together with a comments field.

  3. Project schedule provide a detailed Gantt chart of the CWMS project activities, anticipated durations, and resourcing requirements together with major milestones. Ensure that your RFP requirements include the vendors exceptions or suggested changes to the project schedule.

  4. Vendor partnership give your expectations of a business partnership with the vendor for the selection, implementation phases and the life of the CWMS solution.

  5. General instructions to the short-listed vendors from the RFI stage

    1. Costs for RFP to be incurred by the vendor

    2. Submission process (technical and cost proposals ensure rates are submitted for the CWMS project life)

    3. Period over which the bid would be valid

    4. Bidders meeting

    5. Subcontracting

    6. Your company s general terms and conditions

    7. Your company s policies and requirements on collusions and conflict of interest

    8. Format and details required on vendor qualifications (necessary to evaluate the vendor s financial stability and industry competitiveness)

    9. Insurance requirements

    10. Indemnification requirements

    11. Requirements for reference checks and site visits

    12. Vendor resources all key resources to...

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