Articles by James A Robertson and Associates

Std 018 Procurement: 09 Table of Contents of Submission
Created by James on 10/22/2014 3:45:41 PM

The Table of Contents of the Tender Submission is prescribed in detail in order to ensure that different bids can be lined up against one another and accurately compared


The Table of Contents of the Tender Submission is prescribed in detail in order to ensure that different bids can be lined up against one another and accurately compared



Table of Contents for Offer Document Pack

 

Offer Volume 1

Detailed Offer

The offer is to be presented in large Lever-Arch files (5 sets) with the following contents – files and sections are to be numbered in accordance with this schedule.  The pages in the entire file set are to be numbered on a per section basis with a Table of Contents referring to these page numbers.  Page numbers may be handwritten.

This document is for the convenience of bidders and to ensure that all bid documents are structured in a similar manner for ease of evaluation.  In the event of a documentation requirement specified elsewhere not being catered for here, that requirement can either be catered for in the comments on individual bid pack documents or in the Other Documents section, Section 6 of this document.

The pricing schedule in the form of the fully completed Bill of Services and the Software Schedule are to be bound as a separate A3 volume.

The entire document pack is also to be supplied electronically on CD (5 CDs – 1 per document set) with the same structure as this Table of Contents with all items in Adobe pdf format.

The Excel spreadsheets for schedules prepared in Excel must be on the CD as well as in pdf format. 

 

1. Contractual Summary

The core contractual documents that summarize the entire offer

1.1 Covering Letter

Covering letter including contact details of bidding company, bid company contact person, etc

 

1.2 Signed Confidentiality and Non-Disclosure Agreement

 

1.3 Overview of the Offer

A few pages setting out the offer in summary highlighting the key elements of the offer and what differentiates it

 

1.4 Financial Summary of the Offer

A concise document setting out the commercial proposal and headlines of the offer.

 

1.5 Table of Contents of the entire file set with page numbers (pages can be manually numbered)

 

1.6 Certificate of Compliance and Acceptance

Certificate by a Director of the bid company signifying compliance with the terms of the bid and acceptance of the terms of the bid – see template provided in Section 10 of this file.

 

1.7 Board / EXCO Resolution

Resolution by the Board or Executive Committee of the Prime Contractor mandating the Bidding Director to contract the Bid Company.

 

1.8 Summary Financial Statements for Bidding Company (or copy of Annual Report)

Summary Financial Statements or Annual Report to demonstrate that the Bidding Company has the financial muscle and balance sheet to underwrite its offer.

 

1.9 Formal Proposal with regard to safe guarding Client Interests with regard to a twenty year investment life

Document that addresses the issues of sustainability of the software investment for a minimum of 20 years and the Right to Maintain and Repair is recognized.

 

1.10 Confirmation that the Request for Proposal document has been read and understood

 

1.11 Confirmation that the Headline Requirements Specification document has been read and understood

 

1.12 Gantt Chart for the project


 

2.  Further Contractual Information

Further contractual documents relating to the offer:

      2.1 Other information requested during the bid process

 

2.2 Written guarantee that with proper configuration the software will meet the requirement

 

2.3 Written guarantee that the Implementer carries Professional Indemnity insurance sufficient for a project of this magnitude and accepts the role of trusted professional advisor – letter from insurer

 

2.4 Written guarantee by Implementer that they will sign a legally enforceable go-live readiness certificate and will accept liability if configuration related issues cause commissioning damage

 

2.5 Written guarantee by Software Vendor/s that they will sign a legally enforceable go-live readiness certificate and will accept liability if software related issues cause commissioning damage

 

2.6 Software Cost Summary

Schedule listing all software proposed, whether it is a core offering or a third party specialist add-on product and names of specialist team to support the software.

The detailed schedule is to be bound with the Bill of Services as an A3 document

 

2.7 Bill of Services Cost Summary

Signed Bill of Services Summary containing the FINAL offer price – use Excel schedule provided – the main schedule is to be submitted as a separate A3 bound document

 

2.8 Assumptions made in the Bill of Services Costing

 

2.9 Hardware Cost Summary

Schedule listing all hardware proposed

 

2.10 Schedule of Software License Costs for the first five years

Annual license fees for software for first five years and maximum annual increase thereafter

 

2.11 Schedule of Team Members and Rates

Schedule listing the Key Team Members who will form the backbone of the team and confirming that they will be bound to the contract subject to commencement of work on the advertised date.  This schedule must also list the rates for the team members.  Details regarding team members are to be provided in section 3.

 

2.12 Signed and Completed Bid Compliance Checklist

Signed and initialed schedule Bid Compliance Checklist.  Every item in the Bid Compliance Checklist must be initialed, either in the “Yes” column to signify compliance or the presence of the required item or in the “No” column to signify non-compliance or the absence of the item or non-acceptance.

Client reserves the right to disqualify any offer that contains items excluded on the Compliance Checklist or elsewhere.

 

2.13 Signed Bid Adjudication Form

Rating form signed to signify that the basis of adjudication has been noted and taken into account in the proposal and that all items on the schedule have been addressed

 

2.14 RFP Exclusions

Document listing any items in the RFP that the bidder is NOT prepared or able to comply with and, where appropriate, suggesting alternative terms or measures.

Bidders must be aware that Exclusions or Non-Compliance may result in the bid being disqualified.

 

2.15  Exclusions from Headline Requirements Specification

Document listing any items in the Headline Requirements Specification that the bidder is NOT prepared or able to comply with and, where appropriate, suggesting alternative terms or measures.

Bidders must be aware that Exclusions or Non-Compliance may result in the bid being disqualified.

 

2.16 Bill of Services Exclusions

Document listing any items in the Bill of Services that the bidder is NOT prepared or able to comply with and, where appropriate, suggesting alternative terms or measures.

Bidders must be aware that Exclusions or Non-Compliance may result in the bid being disqualified.

 

2.17 Software Schedule Exclusions

Document listing any items in the Software Schedule that the bidder is NOT prepared or able to comply with and, where appropriate, suggesting alternative terms or measures.

Bidders must be aware that Exclusions or Non-Compliance may result in the bid being disqualified.

 

2.18 Exclusions from the Reference Documents Pack

Document listing any items in the Reference Documents Pack that the bidder is NOT prepared or able to comply with and, where appropriate, suggesting alternative terms or measures.

Bidders must be aware that Exclusions or Non-Compliance may result in the bid being disqualified.


3. Bid Professional Team

Contractual documentation relating to all professional team members – for the first round of bidding only the senior team members are required:

3.1 Implementer Project Director

3.1.1 Certificate of Commitment

Certificate signed by the Prime Contractor and the team member binding the team member to the project for the duration of the contract – template provided.

 

3.1.2 Summary

One page summary of why this person has been put forward for this role.

 

3.1.3 CV

 

3.1.4 Other supporting documentation

 

3.2 Implementer Team Leader

Sections as above.

 

3.3 Implementer Project Manager if different to Team Leader

Sections as above.

 

3.4 Implementer Strategic Solution Architect

Sections as above.

 

3.5 Implementer Transportation Team Leader

Sections as above.

 

3.6 Implementer Finance and ERP Team Leader

Sections as above.

 

3.7 Other team members -- Provisional

The remaining names are to be put forward on a provisional basis with the understanding that their availability may change prior to award of the contract and they may be substituted.  These names are provided to substantiate that the bidder has the resources to fully undertake the project.

 

4. Details of the Core Software Offering

Information relating to the core offering.

4.1 Certificate of Compliance

Certificate stating that based on the available knowledge the software proposed is capable of meeting the requirements of Client – use template provided.

 

4.2 Overview of the Product Suite on a Module by Module Basis

Follow the hierarchy used in the Request for Proposal

 

4.3 Detailed Information on a Module by Module Basis


5. Details of the ERP and Finance Software Offering

Information relating to the ERP and Finance offering.

5.1 Certificate of Compliance

Certificate stating that based on the available knowledge the software proposed is capable of meeting the requirements of Client – use template provided.

 

5.2 Overview of the Product Suite on a Module by Module Basis

Follow the hierarchy used in the Request for Proposal

 

5.3 Detailed Information on a Module by Module Basis


6. Third Party Software and Associated Professional Teams

Contractual documentation relating to all third party software contributions proposed

6.1 Module Name – Software Product Name – Support Company Name


6.1.1 Certificate of compliance

Certificate signed by the lead contractor and the sub-contractor binding the software company and the service provider to the project and confirming that the software meets the headline requirements as far as can be determined – use template provided.

 

6.1.2 Overview of the software and service

Why this product has been put forward and the qualifications and experience of the implementers.

 

6.1.3 Detailed information on the professional team

 

6.1.4 Detailed information on the software

 

6.2 Ditto for the next third party module, etc

 

7. Other Information

Any other information that bidders consider appropriate or that is requested elsewhere and not explicitly provided for here.

 

8. Full document set on CD

A full set of the offer documentation, including the initialed copies, is to be provided on CD at the end of the main offer volume – there must be a CD in each of the five sets.


 

Offer Volume 2

Detailed Bill of Services and Software Schedule in Separate Binder in A3 format

 

Detailed Bill of Services and detailed Software Schedule bound in a separate A3 ring binder or file.

These schedules may be enhanced by the addition of additional rows and columns in designated locations in order to ensure that the offer is properly documented such that these schedules can form a key component of the final contract.

Comments and additional lines and columns required to align the methods of the bidder with the structure required by Client are to be inserted in the masters of the Bill of Services and Schedule of Software.

The hard copy documents in the Master set must be signed in full on the last page and initialed on every page.  The other sets can contain photocopies.

Copies of the spreadsheets must be supplied on the disk referred to above.


 

Offer Volume 3

Annotated Copies of Documentation

Bidders will be supplied with electronic copies of all the documents making up the Client Request for Proposal and are required to comment in highlighted text boxes within the body of these documents in terms of the details of their offer, how the offer complies, concerns they may have, etc

1.  Annotated Copy of the Request for Proposal

Annotated copy of the Request for Proposal – bidders will receive a copy of the document in MSWord format and are required to insert highlighted text boxes as appropriate in which they offer comments and responses in terms of how their offer will comply with the specific item to which the annotation refers.

These comments are only required where the other documentation does not address a particular point.

 

2.  Annotated Copy of the Headline Requirements Specification

Annotated copy of the Headline Requirements – bidders will receive a copy of the document in MSWord format and are required to insert highlighted text boxes as appropriate in which they offer comments and responses in terms of how their offer will comply with the specific item to which the annotation refers.

 

3.  Annotated Copy of the Reference Documents Pack

Annotated copy of the Reference Documents Pack – bidders will receive a hard copy of the document set and an electronic set on CD.

Bidders are required to insert notes as appropriate on the Reference Pack schedule in terms of how their offer will comply with the specific item to which the annotation refers or where there are exceptions or exclusions or suggested alternative approaches.


 

Offer Volume 4

Signed copies of the entire Request for Proposal Pack

Bidders are required to submit a copy of the Client Request for Proposal Pack signed in full on the front cover and initialed on every page of EVERY DOCUMENT to signify acceptance.

The copy with original signatures must be in a clearly marked “Master Set” – the other sets can contain photocopies.

Scanned copies of each of these signed documents are to be included on the Offer CD.


Download 09 Table of Contents of Submission in Microsoft Word docx format


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Table of Contents

Home

About Dr James A Robertson PrEng -- The Business Systems Doctor -- and Other Topics

Catalogue of Major Business Information System Failures

About the Engineering Approach

James Robertson's Value Add

Attributes of a HIGH VALUE solution

Recognizing Business System Failure

The Critical Human Foundation

Old Software IS Viable

From South Africa

Competencies of Dr James A Robertson PrEng

About Professor Malcolm McDonald

Table of Contents

About my relationship with the Almighty Creator, Yah the Eternally Self-Existing

Comments relating to the Business Systems Industry and other topics

Testimonials and other positive material regarding James Robertson

Reference Articles

List of Articles

Article Catalogue

Achieving High Value Business Information System outcomes

Executive Custody -- What is it and HOW do you get it?

The REAL Issues in Integrated Business Information System Success

Part 1: Introduction

Part 2 -- Mythology and Lack of Executive Custody

Part 3 – Strategic Alignment and Precision Configuration

Why your ERP is NOT delivering and HOW to FIX it

IT Project Management

Pulse Measurement

CEO Anthony Lee Comments on his experience of the Pulse Measurement

No Charge Guarantee on the Pulse Measurement Service

Examples of Pulse Measurement Outcomes

Critical questions regarding the Pulse Measurement™

The Pulse Measurement Workflow

The Critical Factors for Business System (ERP+) Investment Success in the Pulse Measurement

Indicative Pulse Measurement Durations

What is a JAR&A Pulse Measurement?

Survival of the fittest – why it makes sense to measure the pulse of your business

Examples of Pulse Measurement Outcomes over 24 years

Sample Pulse Measurement Reports

Strategy

Strategic Essence: The Missing Link in Business Information Systems

Strategic Essence: Overview

Strategic Essence: Part 1 -- Strategy Defined

Strategic Essence: Part 2 -- Differentiation

Strategic Essence: Part 3 -- The Essence IS Different

Strategic Essence: Part 4 -- The Essence should be the Point of Departure

Strategic Essence: Part 5 -- Discovering Strategic Essence

Strategy -- the Essence of the Business: What is it and how do you develop actionable strategic plans?

Simple Steps to Increase the Strategic Value of your ERP Investment

Free Strategic Snapshot Toolset and Manual

A strategy focused planning system beyond traditional budgeting

Tough IT and ERP Procurement and Contracting that Works

Robust Business Systems Procurement

Part 1 -- Introduction

Part 2 -- Bill of Services, Laboratory, Go-live Certificate, etc

Part 3 -- Executive Engagement, Bid Compliance, Adjudication and other matters

Procurement Documents

Guidance and Advisory Services

The Art of Project Leadership

Why Regular Communication with the CEO is Vital

The Business Simulation Laboratory

Precision Configuration and Strategic Business Information Architecture

Precision Configuration based on Strategic Engineered Precision Taxonomies

The JAR&A Cubic Business Model

Highly Structured Strategic Chart of Accounts -- a Vital Element of your Corporate Information Arsenal

The Product Catalogue -- an Essential Element of any Precision Configuration

Attributes -- answers to the questions you have NOT yet thought to ask

Case Studies of Notably Successful Projects with high value Precision Configuration

092 Doing things differently and better -- ASCO Case Study 2-- BPM Summit 2013

088 Strategic ERP Invesment -- ASCO Case Study -- Service Management Conference and Exhibition Africa

026 Information Architecture and Design of FIS for Rennies Group -- Financial Information Systems Conf

018 CRM Risk Control: Designing and Implementing an Integrated Risk Mgmt Sys -- Integrated Risk Mgmt Conf

011 V3 Consulting Eng: Benefits of MIS to Professional Practice -- SAICE 15th Ann Conf on Computers in Civil Eng

Strategically Enriching your Business Information Systems

Part 1 -- Introduction

Part 2 -- Principles of Data Engineering

Part 3 -- Steps in applying these recommendations

Simple Steps to increase the strategic information value yield from your Business Systems Investment

The Full JAR&A Taxonomy Manual

Part 1: Introduction, Problem Statement, Definitions and Examples

Part 2: Why Use JAR&A, Required Knowledge and Experience, Cubic Business Model and Chart of Accounts and Taxonomy Software

Part 3: How to do it, Case Studies and White Papers and other References

Example General Ledger Manual

Business Process -- Irrelevant, Distracting and Dangerous

The RIGHT Approach

Custom Strategic Software Design and Oversight of Construction

Standards for Custom Software Specification

What IS Software?

IT Effectiveness

Organizing Outlook

Critical Factors for I.T. Success

A Moral and Ethical Dilemma -- Systems that Fail

Case Studies examining Business Information System failures

The BBC Digital Media Initiative Debacle

The Bridgestone -- IBM Conflict

Speaking and Training

Showcase of Conference Presentations

Most Viewed Presentations

Briefings and Seminars

Why your ERP/BIS is NOT delivering and HOW to FIX it

ERP and IT Procurement that Delivers Results

The Critical Factors for IT and ERP Investment Success

Other Seminars

Conferences and Public Presentations

Conferences 80 to 99 -- 2009 to Present

Conferences 60 to 79 -- 2005 to 2009

Conferences 40 to 59 -- 1996 to 2005

Conferences 20 to 39 -- 1994 to 1996

Conferences 01 to 19 -- 1989 to 1994

On-Line Seminars (Webinars)

Webinar on Preparing and Presenting Webinars

Contacting James A Robertson and Associates Limited