Request for Proposals ? Enterprise System for Asset Management, Work Order, and CIP Project Management
| Location: | California |
|---|---|
| Posted: | Sep 14, 2026 |
| Due: | Oct 22, 2026 |
| Agency: | City of San Carlos |
| Type of Government: | State & Local |
| Category: |
|
| Publication URL: | To access bid details, please log in. |
The City of San Carlos (“the City”) invites qualified firms to submit proposals for the implementation of a comprehensive, turnkey, unified Enterprise Asset Management (EAM), Work Order Management, and Capital Improvement Program (CIP) Project Management solution. The City’s preferred solution is a complete EAM and CIP Project Management solution that provides all required functionality through either a single vendor platform or a coordinated partnership/integrated solution. The City recognizes that EAM vendors may propose third-party Project Management tools that they have successfully integrated with their solutions. In such cases, the prime vendor shall be responsible for coordinating all proposed partners and components and presenting them as a single, unified solution and proposal. While the City strongly prefers a complete EAM and Project Management solution, it may consider proposals that provide the full, required EAM solution without the Project Management component if the proposed EAM solution otherwise satisfies all EAM functional requirements. Proposals for Project Management software without the required EAM solution will not be considered.
The City will evaluate proposals based on functional fit, completeness of the overall solution, integration approach, vendor accountability, and the extent to which the proposed solution minimizes the City’s ongoing responsibility for supporting and managing integrations between systems. The City will only consider solutions that are fully SaaS cloud-based. Services associated with the implementation of the integrated EAM solution will include project management, system design, configuration, any software customization to meet specifications, interface development, systems integration, data conversion, testing, implementation, training, and ongoing maintenance and support. It will also be the responsibility of the Vendor to provide full configuration of the workflows into the system.
Please thoroughly review the complete RFP document before submitting.
For any inquiries related to this RFP, please contact:
Tracy Scramaglia
Assistant Public Works Director
Email:
Tscramaglia@cityofsancarlos.org
All questions are due no later than 3:00 p.m. on Friday, October 2, 2026.
All proposals are due no later than 3:00 p.m. on Thursday, October 22, 2026.
Attachments:
RFP - Enterprise System for Asset Management, Work Order, and CIP Project Management
A1 – Proposal Response Forms
A2 – Functional Requirements Response Forms
A3 – Cost Proposal Response Forms
Attachment Preview
Attachment A1 - PROPOSAL RESPONSE FORMS
Proposal Response Forms
Response Forms Instructions
The Vendor is required to use the response forms contained in this document and the additional MS Excel Spreadsheets (Attachment(s) A2 - Functional Requirements Response Forms; A3 - Cost Proposal Response Forms).
The forms were created with Microsoft Word and Excel. Table fields have been added for the convenience of the Vendor. In order to navigate the entire document, use the scroll bar. To proceed to the next form field, press the arrow, tab, or page keys. The cursor will advance directly to the next field.
In order for the City to effectively evaluate the response, it is recommended for the Vendor to complete all fields and provide comments in areas where available. Responding just to a Yes/No checkbox could result in lower evaluations.
Attach any supplemental information to the end of each section as directed.
Table of Contents
Please complete the forms below.
Please add any additional supplemental information in this section.
_____________
Please complete the sections below.
This section is part of the RFP in the form of an MS Excel spreadsheet (A2 - Functional Requirements Response Forms).
Vendor shall prepare as part of their response the following in the Functional Exceptions / Clarifications form below:
To provide an explanation for any requirement which is marked "EXPLANATION REQUIRED".
To provide additional explanation to the answer provided in the response block if the Vendor feels so compelled.
To provide additional information about a feature which the Vendor believes is unique or a particular capability of the proposed product.
Please add any additional supplemental information or explanations in this section.
_____________
Please complete the forms below.
Please add any additional supplemental information in this section.
_____________
Please complete the sections below.
Please add any additional supplemental information in this section.
_____________
Please add any additional supplemental information in this section.
_____________
Please add any additional supplemental information in this section.
_____________
Please complete the form below as necessary.
Please complete the forms included in A3 - Cost Proposal Response Forms to submit your Price Proposal. Vendors must identify all software, services, third-party components, and other costs necessary to fully support the proposed Statement of Work.
| Section One - Qualifications and References |
|---|
| PROJECT ORGANIZATION | PROJECT ORGANIZATION |
|---|---|
| RESPONSE | |
| NAME OF PRIMARY VENDOR/INTEGRATOR: | _____________ |
| Principal Contact Person: | _____________ |
| Address 1: | _____________ |
| Address 2: | _____________ |
| Address 3: | _____________ |
| Phone Number: | _____________ |
| E-mail: | _____________ |
| NAME OF INDIVIDUAL PROJECT MANAGER: | _____________ |
| Phone Number: | _____________ |
| E-mail: | _____________ |
| LOCATION OF PROJECT OFFICE: | _____________ |
| NAME OF ENTERPRISE ASSET MANAGEMENT SOFTWARE VENDOR: | _____________ |
| Principal Contact Person: | _____________ |
| Address 1: | _____________ |
| Address 2: | _____________ |
| Address 3: | _____________ |
| Phone Number: | _____________ |
| E-mail: | _____________ |
| NAME OF CIP PROJECT MANAGEMENT SOFTWARE VENDOR1: | _____________ |
| Principal Contact Person: | _____________ |
| Address 1: | _____________ |
| Address 2: | _____________ |
| Address 3: | _____________ |
| Phone Number: | _____________ |
| E-mail: | _____________ |
| Section One - Qualifications and References Response Form | Section One - Qualifications and References Response Form |
|---|---|
| PRIMARY VENDOR / INTEGRATOR INFORMATION | PRIMARY VENDOR / INTEGRATOR INFORMATION |
| RESPONSE | |
| SYSTEM EXPERIENCE OF FIRM | |
| Years in Enterprise Asset Management (EAM) software development/integration business: | _____________ |
| Total number of Enterprise Asset Management systems installed in company history: | _____________ |
| Total number of systems installed in California municipalities/counties: | _____________ |
| Total number of systems installed and currently live: | _____________ |
| FIRM EMPLOYEES involved in EAM System: | |
| National: | _____________ |
| Local (within 50 miles of the City): | _____________ |
| Total Full Time Employees: | _____________ |
| Total Part Time/Contract Employees: | _____________ |
| PROPOSED PROJECT MANAGER | |
| Proposed Project Manager: | _____________ |
| Project Manager Resume Provided (Mark "X")? | |
| Home office of Project Manager: | _____________ |
| FIRM FINANCIALS | |
| Last Year's Total Revenue | _____________ |
| Percentage of revenue from EAM System Implementations: | _____________ |
| Percentage of revenue from EAM System Maintenance/SaaS Fees: | _____________ |
| Percentage of revenue from other sources: | _____________ |
| List principal other sources: | _____________ |
| Average annual growth over the last 5 years: | _____________ |
| Financial Statements Enclosed: (Mark "X")? |
| LAWSUITS | LAWSUITS | |
|---|---|---|
| Number of lawsuits filed against the firm in the past five years: | Number of lawsuits filed against the firm in the past five years: | _____________ |
| Description/Status of lawsuits: * | Description/Status of lawsuits: * | _____________ |
| Have any of these lawsuits involved a Municipal or County Government, Court or Public Safety Agency? | Have any of these lawsuits involved a Municipal or County Government, Court or Public Safety Agency? | Yes No |
| If Yes, Which? | If Yes, Which? | _____________ |
| Section One - Qualifications and References Response Form | Section One - Qualifications and References Response Form | Section One - Qualifications and References Response Form |
| PRIMARY VENDOR / INTEGRATOR REFERENCES | PRIMARY VENDOR / INTEGRATOR REFERENCES | PRIMARY VENDOR / INTEGRATOR REFERENCES |
| Please give system integration client references which have been clients for at least one year, preferably California municipalities. | Please give system integration client references which have been clients for at least one year, preferably California municipalities. | Please give system integration client references which have been clients for at least one year, preferably California municipalities. |
| RESPONSE | RESPONSE | |
| 1. CUSTOMER NAME: | _____________ | _____________ |
| CUSTOMER LOCATION: | _____________ | _____________ |
| POPULATION, if Government: | _____________ | _____________ |
| CUSTOMER CONTACT PERSON: | _____________ | _____________ |
| CUSTOMER PHONE NUMBER: | _____________ | _____________ |
| CUSTOMER CONTACT E-MAIL: | _____________ | _____________ |
| PROJECT DESCRIPTION: | _____________ | _____________ |
| 2. CUSTOMER NAME: | _____________ | _____________ |
| CUSTOMER LOCATION: | _____________ | _____________ |
| POPULATION, if Government: | _____________ | _____________ |
| CUSTOMER CONTACT PERSON: | _____________ | _____________ |
| CUSTOMER PHONE NUMBER: | _____________ | _____________ |
| CUSTOMER CONTACT E-MAIL: | _____________ | _____________ |
| PROJECT DESCRIPTION: | _____________ | _____________ |
| 3. CUSTOMER NAME: | _____________ | _____________ |
| CUSTOMER LOCATION: | _____________ | _____________ |
| POPULATION, if Government: | _____________ | _____________ |
| CUSTOMER CONTACT PERSON: | _____________ | _____________ |
| CUSTOMER PHONE NUMBER: | _____________ | _____________ |
| CUSTOMER CONTACT E-MAIL: | _____________ | _____________ |
| PROJECT DESCRIPTION: | _____________ | _____________ |
| 4. CUSTOMER NAME: | _____________ | _____________ |
| CUSTOMER LOCATION: | _____________ | _____________ |
| POPULATION, if Government: | _____________ | _____________ |
| CUSTOMER CONTACT PERSON: | _____________ | _____________ |
| CUSTOMER PHONE NUMBER: | _____________ | _____________ |
| CUSTOMER CONTACT E-MAIL: | _____________ | _____________ |
| PROJECT DESCRIPTION: | _____________ | _____________ |
| Section One - Qualifications and References Response Form | Section One - Qualifications and References Response Form | Section One - Qualifications and References Response Form |
|---|---|---|
| GENERAL QUESTIONS | GENERAL QUESTIONS | |
| YES/NO or RESPONSE | ||
| 1. Have you included all requested products, services, and training in your response? | 1. Have you included all requested products, services, and training in your response? | / |
| 1a. If no, explain: | 1a. If no, explain: | _____________ |
| 2. Will prices be firm for 270 days from date of submission? | 2. Will prices be firm for 270 days from date of submission? | / |
| 3. When does the City begin incurring SaaS subscription expenses? | 3. When does the City begin incurring SaaS subscription expenses? | |
| At contract signing [e.g., all modules are charged upfront]; or | At contract signing [e.g., all modules are charged upfront]; or | / |
| At the beginning of implementation for the whole system [e.g., all modules are charged upfront]; or | At the beginning of implementation for the whole system [e.g., all modules are charged upfront]; or | / |
| At the beginning of implementation for each module [e.g., SaaS payments begin at the start of each module implementation project]; | At the beginning of implementation for each module [e.g., SaaS payments begin at the start of each module implementation project]; | / |
| Per module go-live [e.g., SaaS payments begin per module when they are fully implemented at Go-live date]; or | Per module go-live [e.g., SaaS payments begin per module when they are fully implemented at Go-live date]; or | / |
| At final acceptance of the system [e.g., SaaS payments begin for the whole system at final acceptance]; or | At final acceptance of the system [e.g., SaaS payments begin for the whole system at final acceptance]; or | / |
| Other (please clarify). | Other (please clarify). | _____________ |
| 4. What is the date the original application software was released? | 4. What is the date the original application software was released? | ___ / ___ / ___ |
| 5. How long have the present software version been on the market? | 5. How long have the present software version been on the market? | _____________ |
| 6. What IT staffing do you recommend for ongoing support of your system? Please provide in full time equivalents (FTEs)? [Note this refers to ongoing maintenance and support requirements, not implementation] | 6. What IT staffing do you recommend for ongoing support of your system? Please provide in full time equivalents (FTEs)? [Note this refers to ongoing maintenance and support requirements, not implementation] | _____________ FTEs |
| 7. What is the name of the language in which software is written? | 7. What is the name of the language in which software is written? | _____________ |
| 8. Was the system designed with a relational database management system? If so, which: (specify the database engine employed) | 8. Was the system designed with a relational database management system? If so, which: (specify the database engine employed) | / _____________ |
| 9. What tool is provided to the customer to develop queries of the database? | 9. What tool is provided to the customer to develop queries of the database? | _____________ |
| 10. Who originally wrote the proposed software; Self, Agent, Licensor or Other? | 10. Who originally wrote the proposed software; Self, Agent, Licensor or Other? | _____________ |
| 11. How many customers are using the most current version, and for how long have they been users? | 11. How many customers are using the most current version, and for how long have they been users? | _____________ |
| 12. Are software maintenance prices stated to mean that all State and Federal mandated changes are included and maintained for the duration of proposed maintenance contract? | 12. Are software maintenance prices stated to mean that all State and Federal mandated changes are included and maintained for the duration of proposed maintenance contract? | / |
| 13. Will the City receive, at no additional cost, all enhancements, updates, and successor products for the licensed modules if the current application is rebranded, replaced, or migrated to a new platform while under an active subscription/maintenance contract? | 13. Will the City receive, at no additional cost, all enhancements, updates, and successor products for the licensed modules if the current application is rebranded, replaced, or migrated to a new platform while under an active subscription/maintenance contract? | / |
| 14. What is your charge (during the contract period) for additional system work? | 14. What is your charge (during the contract period) for additional system work? | |
| Programming | Programming | $_____________ per hour |
| Training | Training | $_____________ per hour |
| Data Conversion | Data Conversion | $_____________ per hour |
| 15. Are all software changes provided to other customers incorporated into the next release of the product to be offered to the City? | 15. Are all software changes provided to other customers incorporated into the next release of the product to be offered to the City? | / |
| 16. How do you provide at rest encryption? Do you do it natively or through the operating system? | 16. How do you provide at rest encryption? Do you do it natively or through the operating system? | _____________ |
| 17. What standards do you use for encryption (e.g., FIPS 197, FIPS 140-2)? | 17. What standards do you use for encryption (e.g., FIPS 197, FIPS 140-2)? | _____________ |
| 18. How do you handle performance with encryption? | 18. How do you handle performance with encryption? | _____________ |
| Section One - Vendor Supplemental Information |
|---|
| Section Two - Functional Requirements Response |
|---|
| Functional Response Forms |
|---|
| Section Two - Functional Exceptions / Comments / Clarifications | Section Two - Functional Exceptions / Comments / Clarifications | Section Two - Functional Exceptions / Comments / Clarifications |
|---|---|---|
| Spec # | Functional Exceptions / Comments / Clarifications | Cost ($) |
| Section Two - Vendor Supplemental Information |
|---|
| Section Three - Infrastructure Requirements |
|---|
| GENERAL QUESTIONS | |
|---|---|
| YES/NO or RESPONSE | |
| If the Vendor specifies any client device or connectivity requirements, will the Vendor warrant the software when those requirements are met? | / |
| What desktop OS does the system utilize? | _____________ |
| What mobile OS does the system utilize? | _____________ |
| Provide a clear description of how the City will connect to the Vendor's primary data center, including the method of access (e.g., web browser, native application) and network security approach (e.g., VPN or direct HTTPS connection). | _____________ |
| Have you included requested system integration services? | / |
| Primary hosting service provider: | _____________ |
| Data Center locations: | _____________ |
| Description of cloud infrastructure and technology platform used: | _____________ |
| Primary storage location of the City's data: | _____________ |
| Does the hosting provider utilize virtualization? | / |
| If yes, what software? (e.g. VM Ware or Hyper-V) | _____________ |
| Network bandwidth that can be provided, and identify options for dedicated bandwidth: | _____________ |
| Hosting Service Data Security | |
| Dedicated, single-tenant environment? | / |
| If no, how will the City's data be kept separated and secured from other systems? | _____________ |
| Data ownership policy provided with proposal? | / |
| Dashboard web-portal provided for viewing load performance, user statistics, and problem records? | / |
| Describe Data Extraction Plan (including format and cost associated) for return of data and expungement from Vendor system in event of service termination. | _____________ |
| Instructions |
|---|
| Vendors must respond to all sections. |
| Explanations are strongly encouraged. |
| RFP Reference | Description | Conform with Specs Yes/No | Comments |
|---|---|---|---|
| 3.1 | Introduction | ||
| 3.2 | System Architecture | / | |
| 3.3 | Hosting Environment | ||
| 3.3.1 | Hosting Environment for SaaS Proposals | / | |
| 3.3.1.1 | Hosting Provider and Infrastructure | / | |
| 3.3.1.2 | Data Security | / | |
| 3.3.1.3 | Disaster Recovery Management | / | |
| 3.3.1.4 | Identity Management | / | |
| 3.3.1.5 | Standards, Policies, and Regulatory Compliance | / | |
| 3.4 | Integration Services | ||
| 3.4.1 | System Integration | / | |
| 3.4.1.1 | Vendor-Hosted SaaS Solution Services | / | |
| 3.5 | Reliability Requirements | / | |
| 3.6 | Performance Requirements | / | |
| 3.7 | End User Equipment | ||
| 3.7.1 | Desktop Workstations | / | |
| 3.7.2 | Scanners | / | |
| 3.7.3 | Field Automation Equipment | / |
| Section Three - Vendor Supplemental Information |
|---|
| Section Four - Maintenance and Support Requirements Response Form |
|---|
| GENERAL QUESTIONS | GENERAL QUESTIONS | ||
|---|---|---|---|
| YES/NO or RESPONSE | YES/NO or RESPONSE | ||
| Will you guarantee to make available 5 years of support for the proposed application system? | Will you guarantee to make available 5 years of support for the proposed application system? | / | |
| Are annual application upgrades and enhancements included when maintenance is purchased? | Are annual application upgrades and enhancements included when maintenance is purchased? | / | |
| Do you offer a "Help Line" for application system problems? | Do you offer a "Help Line" for application system problems? | / | |
| What is your guaranteed response time for an application "Help Line" Call? Specify different levels/tiers. | What is your guaranteed response time for an application "Help Line" Call? Specify different levels/tiers. | _____________ | |
| What is your average response time for a software maintenance call? | What is your average response time for a software maintenance call? | _____________ | |
| What hours of support are you offering? | What hours of support are you offering? | _____________ | |
| What is the average wait time for support calls? | What is the average wait time for support calls? | _____________ | |
| Location of primary support center | Location of primary support center | _____________ | |
| Sample Service Level Agreement provided? | Sample Service Level Agreement provided? | / |
| Instructions |
|---|
| Vendors must respond to all sections. |
| Explanations are strongly encouraged. |
| RFP Reference | Description | Conform with Specs Yes/No | Comments |
|---|---|---|---|
| 4.2 | General Maintenance Provisions | ||
| 4.2.1 | Vendor-Hosted SaaS Maintenance Provisions | / | |
| 4.3 | Updates & Enhancements | / | |
| 4.4 | System Maintenance | / | |
| 4.5 | Support Requirements | / |
| Section Four - Vendor Supplemental Information |
|---|
| Section Five - Acceptance Testing Requirements Response Form |
|---|
| Please complete the form below and provide any details that will strengthen your response. | Please complete the form below and provide any details that will strengthen your response. | Please complete the form below and provide any details that will strengthen your response. | Please complete the form below and provide any details that will strengthen your response. |
|---|---|---|---|
| RFP Reference | Description | Conform with Specs Yes/No | Comments |
| 5.2 | Testing | / | |
| 5.2.1 | Sample Acceptance Test Plan Included? | / | |
| 5.3 | System Acceptance | / |
| Section Five - Vendor Supplemental Information |
|---|
| Section Six - Implementation Requirements Response Form | Section Six - Implementation Requirements Response Form | Section Six - Implementation Requirements Response Form |
|---|---|---|
| Please complete the form below. | Please complete the form below. | |
| GENERAL QUESTIONS | ||
| YES/NO or RESPONSE | ||
| What IT staffing do you recommend to support the implementation of your system? [Note this refers to the implementation processes, not ongoing support] | _____________ | |
| What end user, department level staffing do you recommend for the implementation of your system? Provide numbers for each individual department. | _____________ | |
| How many copies will you provide of the following documentation? | ||
| Application System Documentation | _____________ | |
| User Operations Manual | _____________ | |
| How many hours of project management will you provide to the City? | _____________ | |
| Please identify what activities/tasks will be conducted onsite at the City for each module. | _____________ | |
| Have you attached your proposed Implementation Plan? | / _____________ | |
| Have you attached your proposed Gantt Chart for the implementation schedule? | / _____________ | |
| Data Conversion Questions | ||
| Conversion of ALL data files in the legacy software is required by the Vendor or Sub-vendor. It is expected that the conversion programs will be thoroughly tested, and that full data sets will be totally converted and loaded into the system during an evening or weekend. Explain your process for data migration in full and what the City is responsible for during this process. | Yes No EXPLANATION REQUIRED: | |
| Please check who is responsible for the following tasks: | ||
| Cleanup of existing data | Vendor City | |
| Extraction of required data from the legacy system | Vendor City | |
| Geo-validating existing addresses in the legacy system with the City's GIS database | Vendor City | |
| Inputting extracted data into the vendor's format (e.g., Excel spreadsheets) | Vendor City | |
| Uploading the cleaned data into the vendor's system | Vendor City | |
| Testing the data for errors and fixing them through the use of scripts | Vendor City | |
| If the Vendor does not provide some of the tasks listed above (e.g., data cleanup, data extraction), provide the name and contact info for a 3rd party company you have worked on previous projects to complete this work. | Company Name: Contact Person: Phone Number: Email: | |
| Do you provide programs/scripts for scrubbing data (e.g., addresses) prior to data migration? | Yes No EXPLANATION REQUIRED: | |
| Provide information on vendor team utilized for conversion with their experience converting for similarly sized agencies. | ||
| Will the conversion process include mock conversions for testing? | Yes No EXPLANATION REQUIRED: | |
| List acceptable data formats. | ||
| Explain the process for acceptance and remediation of issues following conversion: | ||
| Provide the standard hourly rate for data conversion activities. | $ | |
| Workflow Configuration Questions | ||
| Full vendor workflow/business process configuration is required. It is the responsibility of the Vendor to conduct through business analysis to identify workflows for all modules. Then the Vendor will be responsible for fully configuring the system with input from the City. | Yes No EXPLANATION REQUIRED: | |
| If the vendor is proposing another form of configuration (e.g., Vendor training with the City doing the configuration work), describe in detail how this process happens and how to ensure success of implemented business processes. | EXPLANATION REQUIRED: | |
| GIS Integration Questions | ||
| ArcGIS Online Integration: The City intends for the Asset Management System to consume relevant GIS layers through Esri ArcGIS Online, while the City's primary GIS environment remains maintained separately by its third-party GIS consultant. Confirm that the proposed solution supports this approach. | Yes No EXPLANATION REQUIRED: (Describe how the proposed system will connect to and consume GIS data from ArcGIS Online, including any required connectors, middleware, licensing, or third-party components.) | |
| GIS Data Ownership and Synchronization: Describe how GIS data and Asset Management data will be maintained and synchronized between ArcGIS Online and the proposed system. Identify which information should remain authoritative in GIS versus the Asset Management System, and explain how additions, updates, retirements, or synchronization errors are handled. | EXPLANATION REQUIRED: | |
| Read / Write Capabilities: Describe the proposed solution's ability to read GIS layers and attributes from ArcGIS Online and, where applicable, write information back to ArcGIS Online. Identify any limitations on updating geometry, asset attributes, or other GIS information from within the Asset Management System. | EXPLANATION REQUIRED: | |
| GIS Implementation and Ongoing Support: Describe the Vendor's responsibilities during implementation for configuring GIS integrations, mapping asset records to GIS features, establishing unique identifiers, testing data synchronization, and coordinating with the City and its third-party GIS consultant. Also identify the Vendor's responsibilities for ongoing GIS integration support after go-live. | EXPLANATION REQUIRED: |
| Section Six - Implementation Requirements Response Form | Section Six - Implementation Requirements Response Form | Section Six - Implementation Requirements Response Form | Section Six - Implementation Requirements Response Form | Section Six - Implementation Requirements Response Form |
|---|---|---|---|---|
| Please complete the form below and provide any details that will strengthen your response. | Please complete the form below and provide any details that will strengthen your response. | Please complete the form below and provide any details that will strengthen your response. | Please complete the form below and provide any details that will strengthen your response. | |
| RFP Reference | Description | Conform with Specs Yes/No | Comments | |
| 6.2 | General Implementation Requirements | |||
| 6.2.1 | Implementation Methodology | / | ||
| 6.2.2 | Conduct of Work | / | ||
| 6.2.3 | Use of Facilities | / | ||
| 6.2.4 | Qualifications of Implementation Staff | / | ||
| 6.2.5 | Documentation | / | ||
| 6.3 | Project Management | |||
| 6.3.1 | Coordination | / | ||
| 6.3.2 | Scheduling | / | ||
| 6.4 | Site Planning | / | ||
| 6.5 | Business Process Review | / | ||
| 6.6 | Pre-Configured System | / | ||
| 6.7 | Coordination Meetings with 3rd Party Vendors | / | ||
| 6.8 | Phase-in and Cutover Requirements | / | ||
| 6.9 | Data Migration | / | ||
| 6.10 | Training | |||
| 6.10.1 | Training Guidelines | / | ||
| 6.10.2 | System Training and Documentation Requirements | / | ||
| 6.10.3 | Training Schedule | / | ||
| 6.10.4 | Training Environment | / | ||
| 6.10.5 | Training Volumes | / | ||
| 6.10.6 | Ongoing Training | / | ||
| 6.11 | Implementation Approach | / | ||
| 6.11.1 | Proposed Project Timeline | / | ||
| 6.11.2 | Sample Implementation Plan Included? | / |
| Section Six - Vendor Supplemental Information |
|---|
| Section Seven - Contract Requirements |
|---|
| Spec # | Contractual Requirements/Terms and Conditions Exceptions |
|---|---|
| Section Eight - Cost Proposal |
|---|
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