Systems Integration | Develop and Issue RFP/SOO
The use of a formal Request for Proposal (RFP) or Statement of Objectives (SOO) document helps clearly articulate the buyer's needs and helps organize the vendor's proposal with the factors that matter most to the buyer.
| Step | Tools | |
|---|---|---|
| 1 | Develop RFP/SOO
4 Compile and write the Request for Proposal (RFP) or Statement of Objectives (SOO) as needed. If using an RFP, attach updated mid-level requirements documentation. For both approaches, attach the contract template introducing modular contracting approach and performance-based payment structure. |
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| 2 | Review contractual terms
4
Review and become familiar with contractual terms and task order structural alternatives to ensure that you include key contractual elements in the RFP/SOO. |
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| 3 | Obtain sign-off on RFP/SOO
4 Present documentation to appropriate authority for review and approval to publish/issue to candidate bidders. |
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| 4 | Send RFP/SOO
4 Mail RFP/SOO to initial bidder list |
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| 5 | Conduct bidder conference
4 Conduct a meeting with solicited systems integrators to clarify, answer questions and, if necessary, amend the RFP/SOO. |
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| 6 | Question follow-up
4 Field any additional questions bidders may have. Follow-up on any information to be provided to bidders. |
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| 7 | Develop vendor presentation materials
4 Develop demo scripts, if using, meeting agenda and interview questions. |
COTS Systems Integration: Request for Proposal (Template and Guide)
COTS Systems Integration: Task Order Incentive Plan (Sample)
Enterprise Software Initiative
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