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 RFP or 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. |
|
| 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 of RFP / SOO
4 Present documentation to appropriate authority for review and approval to publish/issue to candidate bidders. |
|
| 4 | Send RFP/SOO
4 Mail RFP/SOO to initial bidder list |
|
| 5 | Conduct Bidder Conference
4 Conduct a meeting with solicited SI's 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 |
Download Enterprise Integration Toolkit
SI RFP Template & Guide
Task Order Incentive Plan Sample
ERP Implementations and Gain Sharing