Human Resource, Payroll, Time & Attendance Software System RFP Template

© Infotivity Technologies, Inc.

Select your next HR solution with confidence! This RFP Template containg 3,978 requirements guaranteed to cover all industry standard criteria. The purpose of each Worksheet in this RFP is explained below. Most are present either to illustrate various RFP features or are optional RFP pages that can be used or discarded as your project requires.

RFP Features - illustrates all of the major capabilities of this RFP Master, and appears only in this RFP document. All the vendor RFP Response evaluation and comaprison tools included with this RFP Master are described in the Response Evaluation tab below.

Documentation - This worksheet contains the actual documentation of the RFP, and shows you how the RFP is organized, and how it can calculate Weighted Scores, Supportability Index Scores, and perform Vendor Response Ratio Analysis automatically!

HR RFP - this worksheet outlines the actual RFP criteria and response scoring. All vendor responses are contained in just ONE worksheet column to ensure FAST, EASY, and ACCURATE comparison! VERY EASY to customize!

References - this optional page can be used to collect vendor references quickly and easily.

Response Evaluation - illustrates the many vendor RFP response evaluation and comparison tools included with this RFP Template.

Human Resource, Payroll, Time & Attendance System RFP - An explanation of the purpose of each worksheet in this RFP


Select your next HR solution with confidence! This RFP Template containg 3,978 requirements guaranteed to cover all industry standard criteria. The purpose of each Worksheet in this RFP is explained below. Most are present either to illustrate various RFP

that can be used or discarded as your project requires.

illustrates all of the major capabilities of this RFP Master, and appears only in this RFP document. All the vendor RFP Response are described in the Response Evaluation tab below.

This worksheet contains the actual documentation of the RFP, and shows you how the RFP is organized, and how it can calculate Weighted Scores, Supportability Index Scores, and perform Vendor Response Ratio Analysis automatically!

this worksheet outlines the actual RFP criteria and response scoring. All vendor responses are contained in just ONE worksheet column to ensure FAST, EASY, and ACCURATE comparison! VERY EASY to customize!

this optional page can be used to collect vendor references quickly and easily.

vendor RFP response evaluation and comparison tools included with this RFP Template.

Human Resource, Payroll, Time & Attendance System RFP - An explanation of the purpose of each worksheet in this RFP

Obtain the BEST vendor proposal information possible! This RFP Master Template is designed to collect much more decision-making information than a traditional RFP. In addition to traditional feature availability data, all RFP Master Templates collect important decision making information such as HOW a feature or function is being provided, the Delivery Method being utilized, and valuable Implementation Management information such as individual enhancement cost. Note that this RFP Template provides both an optional Importance Level column to let vendors know HOW important a given feature is to your firm, and also a detailed WEIGHTED GRADE SCORING function for assessing suitability to your needs. These facilities are illustrated below, and ensure you obtain the clearest, most pertinent vendor responses containing the full range of information needed to make the most accurate software decision possible.

Go to the RFP here to see these features in action!

See the ERP RFP tab to see these features in action!

This RFP Master Template is designed to collect much more In addition to traditional feature availability data, all RFP Master

Templates collect important decision making information such as HOW a feature or function is being provided, the Delivery Implementation Management information such as individual enhancement cost. Note

that this RFP Template provides both an optional Importance Level column to let vendors know HOW important a given feature is to your firm, and also a detailed WEIGHTED GRADE SCORING function for assessing suitability to your needs.

ensure you obtain the clearest, most pertinent vendor responses containing the of information needed to make the most accurate software decision possible.


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Table of Contents

This document explains how an Infotivity RFP Template enables you to quickly and easily send an RFP to vendors that does the following:

All RFPs are organized so that it is very easy it is to use basic Excel commands to modify the RFP to suit a specific organization’s needs.

Details about the layout of the RFP document and HOW the above capabilities are provided are discussed below. Please see the Table of Contents (TOC) below.

Activate a menu selection by placing the text cursor over the desired selection, (left click on it if still an arrow cursor), then hold the “Ctrl” key down while clicking the Left mouse button.

PurposeColumn UsageRow Maintenance

IMPORTANT NOTICE:

Column A –

Column B –

Column C –

Column D –

SecurityWeighted Grade Point Scoring

Supportability Index ScoringResponse Ratio Analysis

Please View the "RESPONSE EVALUATION" tab for all COMPARISONS and EVALUATIONS

PURPOSE:

The purpose of this document is to identify the key components of the RFP MasterTM spreadsheet shipped in your order. Each RFP MasterTM utilizes just basic MS ExcelTM technology to ensure that all users can work with them freely.

All vendor response input validation and weighted grade point scoring formula are componentized at the ROW level. This ensures that basic Excel “copy” and “paste special” commands can be used to quickly and easily add new RFP questions, or modify or delete questions, as warranted by a given business situation.

A detailed breakout of RFP MASTERTM spreadsheet column and row usage is below. Instructions for ADDING / MODIFYING / DELETING questions and SECURITY functions follow after that.

There are areas of this RFP which may need your attention for specific Date, Time, and Preference Options. These are all highlighted in RED TYPE, and are found (for the most part) in the INTRODUCTION, SUPPORT, and PRICING sections of the RFP but can, and do, occur throughout. Please be on the lookout for these, and change as required to fit your needs.

COLUMN USAGE:

Column E –

Column F –

Column Column G –

Column Column H –

Column Column I –

Column Column J –

Column Column K –

Column Column L –

Columns A through G are the only ones that need to be used by a vendor when preparing a response. Columns H through U are for the weighted grade score computation and should be protected BEFORE sending this RFP out to vendors, as appropriate. See the SECURITY section for instructions.

The following columns are NOT REQUIRED for use by vendors, and should be protected (and hidden) using standard Excel security techniques.

Column Column M to U –

ROW MAINTENANCE:

Rows are independent of each other, and can be added, changed, or deleted at will. The standard Excel commands COPY, DELETE, INSERT ROW, and PASTE SPECIAL are all that is needed to modify an RFP Master. This is true because the weighted grade score formula and vendor response validation are componentized at the row level.

In cases where a row contains a question designed to receive a vendor response, the row also contains the formula needed to calculate the weighted score. To modify this RFP, use the following modification instructions.

DELETING A ROW:To DELETE a row, simply place the mouse cursor in the far left column of that row, (the column containing the row number), then doing a single LEFT button click to select (highlight) that row. Once the row is highlighted, click the RIGHT mouse button to display an Options box, and selecting the DELETE option.

CHANGING A QUESTION:To make a simple change to the question or statement showing on a certain row in column B, just position the mouse cursor over that cell andthen double-click to place the cursor in that cell. Make the desired change using standard text editing techniques.

NOTE: The formatting used is critical. All cells containing lengthy text, and Column G - Vendor Explanations, must have the correct formatting specification. Use the Format Cells --> Number --> Category command to set the Format "General". This forces all questions and vendor entries to read correctly and show the actual text entry instead of #######. To set the format, just position your mouse cursor at the very top of a column and left click your mouse to highlight the entire column. Once highlighted, just right click to display an options list box. Select "Format Cells" to display the "Format Cells" dialog box. Select the Number Category "General" then click OK.

To change the required vendor response type and associated validation and weighted scoring routines, all that must be done is to locate a row with the desired response characteristics and then copy it’s CELLS in columns C through U. Then select columns C through U on the row you wish to change, then use the PASTE SPECIAL – ALL command to place the desired results list validation and formulas in that row.

ADDING A NEW QUESTION or STATEMENT:

• FS ( Full Support) = 1 • CO (Configuration Option) = .8 • RT (Reporting Tool) = .7 • 3P (Third Party product) = .4 • NS (No Support) = 0 (zero) • PE (Paid Enhancement) = .3 • FE (FREE Enhancement) = .5

To add a totally new question that uses a specific vendor response type and associated validation and weighted scoring routines, all that must be done is to locate a row with the desired characteristics. Once located, place the mouse cursor in the far left column, right-click to display a menu, and select COPY. Once the row is copied, position the cursor in the far left column of the row just below where you want to create the new row, then right-click to display a menu. Select INSERT COPIED CELLS to insert the row just copied. Then just change the wording in column B to suit.

SECURITY:

Standard Excel protection rules apply to all columns and rows. At minimum, the SCORE and all the Weighted Grade calculation columns should be protected from tampering. The vendor should only have access to, and be able to change, columns C, E, and G as appropriate. Be sure to send each RFP Master with these cells “unlocked” and all others “locked”.

To “lock” or “unlock” a cell, just select the cell(s) you wish to lock or unlock, then do a single Right mouse click on that cell group to display a Select Options box. Choose the “Format Cells” option to display the “Format Cells” dialog box, then choose the “Protection” tab to display a dialog showing “Locked” and “Hidden” check boxes. Check the “Locked” box to “Lock” the cell(s), and check the “Hidden” box to hide them. To “Hide” or “unHide” one or a group of Cell(s), Row(s), or Column(s), just select the cell(s) you wish to work with, then do a single Right mouse click on that cell group to display a Select Options box. Choose the “Format Cells” option to display the “Format Cells” dialog box, then choose the “Protection” tab to display a dialog showing “Locked” and “Hidden” check boxes. Check the “Hidden” box to hide them.

The Excel PROTECTION is turned OFF so you can make changes as needed.

NOTE: To turn the PROTECTION “ON” just prior to emailing to vendors, be sure to click the “TOOLS” menu, then select PROTECTION PROTECT SHEET. Be sure to write the password selected!

WEIGHTED GRADE POINT SCORING:

Weighted Grade Point Scoring, referred to as WGPS, is a technique for quantitatively evaluating software functionality based on HOW WELL it fits a specific requirement and also HOW IMPORTANT that requirement is to the organization.

The vendor response to each question determines HOW WELL the proposed software fits a certain requirement. For example, a response of Y (Yes) is assigned a Raw Score value of one (1), and a response of N (No) is assigned a Raw Score value of zero (0), in most cases. The Raw Score values assigned when using the Feature Support Matrix are:

The WEIGHT (Priority) level, i.e., the level of need the organization has for a specific requirement, is assigned through the values found in the WEIGHT column (L). We suggest using a range of 0 – 1, or 0 – 10, as your Weight set range. In these examples, 0 represents a No Importance level, and the high score the Most Important level. We recommend these since this keeps the final totals at a manageable level.

• PE (Paid Enhancement) • FE (FREE Enhancement) • CO (Configuration Option) • RT (Reporting Tool) • 3P (Third Party product) • NS (No Support)

RESPONSE RATIO ANALYSIS

ENHANCEMENT COST:

# YES Responses:

The WGPS of a vendor response, to a given requirement, is calculated by multiplying the WEIGHT of that requirement by the Raw Score VALUE assigned to that vendor response. The Total WGPS is found by totaling all the WGPS assigned to each requirement. The WGPS for each requirement is shown in Column G, the WEIGHTED SCORE column, found in each RFP.

SUPPORTABILITY INDEX (SI):

The SI of a vendor response is a measure of how much effort and money will be required to fully support and maintain the proposed system over its expected lifespan. Potentially, more ongoing support effort will be required as this score increases. This score is calculated by adding the raw score currently assigned to the vendor response if it is one of the following:

The above are added to the SI because they have historically required more support, and have been less reliable, than a standard Fully Supported and tested feature provided as part pf the standard product.

The RFP automatically calculates the Ratios described on the next page based on vendor responses. These Ratios analyze HOW a vendor responded to the RFP criteria in order to achieve the Weighted Score calculated. Is the vendor relying on standard features or custom programming? A response with a good weighted score may also be very risky if the vendor is doing significant custom programming, scripting, or third party add-ins.

These Ratios are transferred to the Comparison Matrix when a vendor RFP response is transferred (copied).

WEIGHTED GRADE SCORE:

SUPPORTABILITY INDEX:

VENDOR PROFILE SCORE:

# FULLY SUPPORTED Capabilities:

# NOT SUPPORTED Capabilities:

# NO Responses:

# THIRD PARTY Add-Ins:

# FREE ENHANCEMENTS Proposed:

# PAID ENHANCEMENTS Proposed:

# CONFIGURATION OPTIONS Proposed:

# REPORTING TOOLs Proposed:

Percentage FULLY SUPPORTED:

Percentage by CONFIGURATION OPTION :

Percentage by CUSTOM CODE/SCRIPTING:


RFP Documentation

Enables You to View "Apples-to-Apples" Evaluations of Vendor Proposals

Table of Contents

This document explains how an Infotivity RFP Template enables you to quickly and easily send an RFP to vendors that does the following:

Queries Vendors using RFP Requirements Tailored to Your Specific Needs

Obtains Concise, Consistent, & Easily Compared Vendor RFP ResponsesAutomatically Calculates the Weighted Grade Score of each System Proposed by Vendors

Automatically Determines the Supportability (Inherent Risk) of each Proposed SystemSolutionEnables You to View "Side-by-Side" Detail Response Feature Comparison of Vendor Proposals

Automatically performs detailed Vendor Response Ratio AnalysisImpartially and Quantitatively Identify the Best Solution

All RFPs are organized so that it is very easy it is to use basic Excel commands to modify the RFP to suit a specific organization’s needs.

Details about the layout of the RFP document and HOW the above capabilities are provided are discussed below. Please see the Table of Contents (TOC) below.

Activate a menu selection by placing the text cursor over the desired selection, (left click on it if still an arrow cursor), then hold the “Ctrl” key down while clicking the Left mouse button.

Column UsageRow Maintenance

IMPORTANT NOTICE:

BPO = Outsourced SaaS = Software as a Service

Weighted Grade Point Scoring

Supportability Index ScoringResponse Ratio Analysis


PURPOSE: Return to TOP

The purpose of this document is to identify the key components of the RFP MasterTM spreadsheet shipped in your order. Each RFP MasterTM utilizes just basic MS ExcelTM technology to ensure that all users can work with them freely.

All vendor response input validation and weighted grade point scoring formula are componentized at the ROW level. This ensures that basic Excel “copy” and “paste special” commands can be used to quickly and easily add new RFP questions, or modify or delete questions, as warranted by a given business situation.

A detailed breakout of RFP MASTERTM spreadsheet column and row usage is below. Instructions for ADDING / MODIFYING / DELETING questions and SECURITY functions follow after that.

There are areas of this RFP which may need your attention for specific Date, Time, and Preference Options. These are all highlighted in RED TYPE, and are found (for the most part) in the INTRODUCTION, SUPPORT, and PRICING sections of the RFP but can, and do, occur throughout. Please be on the lookout for these, and change as required to fit your needs.

COLUMN USAGE: Return to TOP

Unused by the RFP MasterTM. This column is used most often to cross-reference each RFP question to parts of another, third party document.

Contains all RFP statements, questions, or section headings. The validation Wizard will display detailed online HELP for many of these. In special cases, a red upper right corner in one of these cells indicates the availability of special instructions for that cell or row.

The Response column, used to collect vendor responses. In most cases the vendor must choose from a drop-down list of pre-designated responses.

The Delivery Method column, used to capture the Delivery Method the vendor plans on using to provide the feature or function shown in Column B. The vendor must select one of the following Delivery Methods:

OPS = On Premise Software BOTH = Both OPS and SaaS

M = Mandatory P = Planned N = Nice to Have C = Currently in Use

The Enhancement Cost column, used to receive vendor price information for the Paid Enhancements needed to provide the feature or function shown in Column B. Vendors are told “Use the "Enhancement Cost" column to quote an enhancement cost if "PE"” when the Response Drop Down List is displayed.

The Importance Level column. This column is used only to Indicate to vendors HOW IMPORTANT the feature or function described in column B is to the customer. These values are not used in scoring a response– See Weighted Grade Scoring below. A blank has no value, but a response to that criteria by the vendor is still required. The following Importance level indicators are used:

The Vendor Explanation column, used to receive all variable, free form vendor explanations and expansions regarding the responses entered in the Response column (C).

Columns A through G are the only ones that need to be used by a vendor when preparing a response. Columns H through U are for the weighted grade score computation and should be protected BEFORE sending this RFP out to vendors, as appropriate. See the SECURITY section for instructions.

The following columns are NOT REQUIRED for use by vendors, and should be protected (and hidden) using standard Excel security techniques.

UNUSED

The WEIGHTED SCORE column, used to contain the final Weighted Grade Point Score (WGPS) automatically calculated for the vendor response to each question criteria. SUPPORTABILITY, contains the Supportability Score that is automatically calculated to each vendor response. This is a score measuring the POTENTIAL SUPPORT (i.e., the RISK) that will be needed to maintain a specific feature delivered via programming, scripting, a 3rd Party Product, or by using a Reporting tool. .

UNUSED

WEIGHT (Priority), a measure of the priority assigned to each RFP question criteria. Items that have a higher priority are assigned a higher Weight number. This is multiplied by the Raw Score assigned to each vendor response choice to arrive at the Weighted Score above.

Each of these columns contains just ONE of the Vendor Responses that can be used by a vendor to respond to a question. These are:• FS (Full Support) – fully tested, available “out-of-the-box”.• CO (Configuration Option) – available by adjusting pre-existing set-up parameters and settings.• RT (Reporting Tool) – available only if created using a report writing tool.• 3P (Third Party product) – available only through the use of an embedded product published and supported by another party.• NS (No Support) – not available under any circumstances• PE (Paid Enhancement) – available only as a paid enhancement• FE (FREE Enhancement) – available as a free enhancement

ROW MAINTENANCE: Return to TOP

Rows are independent of each other, and can be added, changed, or deleted at will. The standard Excel commands COPY, DELETE, INSERT ROW, and PASTE SPECIAL are all that is needed to modify an RFP Master. This is true because the weighted grade score formula and vendor response validation are componentized at the row level.

In cases where a row contains a question designed to receive a vendor response, the row also contains the formula needed to calculate the weighted score. To modify this RFP, use the following modification instructions.

DELETING A ROW:To DELETE a row, simply place the mouse cursor in the far left column of that row, (the column containing the row number), then doing a single LEFT button click to select (highlight) that row. Once the row is highlighted, click the RIGHT mouse button to display an Options box, and selecting the DELETE option.

CHANGING A QUESTION:To make a simple change to the question or statement showing on a certain row in column B, just position the mouse cursor over that cell andthen double-click to place the cursor in that cell. Make the desired change using standard text editing techniques.

NOTE: The formatting used is critical. All cells containing lengthy text, and Column G - Vendor Explanations, must have the correct formatting specification. Use the Format Cells --> Number --> Category command to set the Format "General". This forces all questions and vendor entries to read correctly and show the actual text entry instead of #######. To set the format, just position your mouse cursor at the very top of a column and left click your mouse to highlight the entire column. Once highlighted, just right click to display an options list box. Select "Format Cells" to display the "Format Cells" dialog box. Select the Number Category "General" then click OK.

To change the required vendor response type and associated validation and weighted scoring routines, all that must be done is to locate a row with the desired response characteristics and then copy it’s CELLS in columns C through U. Then select columns C through U on the row you wish to change, then use the PASTE SPECIAL – ALL command to place the desired results list validation and formulas in that row.

ADDING A NEW QUESTION or STATEMENT:

• FS ( Full Support) = 1 • CO (Configuration Option) = .8 • RT (Reporting Tool) = .7 • 3P (Third Party product) = .4 • NS (No Support) = 0 (zero) • PE (Paid Enhancement) = .3 • FE (FREE Enhancement) = .5

To add a totally new question that uses a specific vendor response type and associated validation and weighted scoring routines, all that must be done is to locate a row with the desired characteristics. Once located, place the mouse cursor in the far left column, right-click to display a menu, and select COPY. Once the row is copied, position the cursor in the far left column of the row just below where you want to create the new row, then right-click to display a menu. Select INSERT COPIED CELLS to insert the row just copied. Then just change the wording in column B to suit.

SECURITY: Return to TOP

Standard Excel protection rules apply to all columns and rows. At minimum, the SCORE and all the Weighted Grade calculation columns should be protected from tampering. The vendor should only have access to, and be able to change, columns C, E, and G as appropriate. Be sure to send each RFP Master with these cells “unlocked” and all others “locked”.

To “lock” or “unlock” a cell, just select the cell(s) you wish to lock or unlock, then do a single Right mouse click on that cell group to display a Select Options box. Choose the “Format Cells” option to display the “Format Cells” dialog box, then choose the “Protection” tab to display a dialog showing “Locked” and “Hidden” check boxes. Check the “Locked” box to “Lock” the cell(s), and check the “Hidden” box to hide them.

To “Hide” or “unHide” one or a group of Cell(s), Row(s), or Column(s), just select the cell(s) you wish to work with, then do a single Right mouse click on that cell group to display a Select Options box. Choose the “Format Cells” option to display the “Format Cells” dialog box, then choose the “Protection” tab to display a dialog showing “Locked” and “Hidden” check boxes. Check the “Hidden” box to hide them.

The Excel PROTECTION is turned OFF so you can make changes as needed.

NOTE: To turn the PROTECTION “ON” just prior to emailing to vendors, be sure to click the “TOOLS” menu, then select PROTECTION PROTECT SHEET. Be sure to write the password selected!

WEIGHTED GRADE POINT SCORING: Return to TOP

Weighted Grade Point Scoring, referred to as WGPS, is a technique for quantitatively evaluating software functionality based on HOW WELL it fits a specific requirement and also HOW IMPORTANT that requirement is to the organization.

The vendor response to each question determines HOW WELL the proposed software fits a certain requirement. For example, a response of Y (Yes) is assigned a Raw Score value of one (1), and a response of N (No) is assigned a Raw Score value of zero (0), in most cases. The Raw Score values assigned when using the Feature Support Matrix are:

The WEIGHT (Priority) level, i.e., the level of need the organization has for a specific requirement, is assigned through the values found in the WEIGHT column (L). We suggest using a range of 0 – 1, or 0 – 10, as your Weight set range. In these examples, 0 represents a No Importance level, and the high score the Most Important level. We recommend these since this keeps the final totals at a manageable level.

• PE (Paid Enhancement) • FE (FREE Enhancement) • CO (Configuration Option) • RT (Reporting Tool) • 3P (Third Party product) • NS (No Support)

RESPONSE RATIO ANALYSIS

A measure of the potential support effort required to maintain the system over its projected lifespan.

The total of all Paid Enhancement Costs entered when the response was PE.

A measure of the vendor Capabilities Profile, based on the data collected in the Vendor Global Issues section.

The number of proposed system questions eliciting a FULLY SUPPORTED response.

The number of proposed system questions eliciting a YES response.

The number of proposed system questions eliciting a NOT SUPPORTED response.

The WGPS of a vendor response, to a given requirement, is calculated by multiplying the WEIGHT of that requirement by the Raw Score VALUE assigned to that vendor response. The Total WGPS is found by totaling all the WGPS assigned to each requirement. The WGPS for each requirement is shown in Column G, the WEIGHTED SCORE column, found in each RFP.

SUPPORTABILITY INDEX (SI): Return to TOP

The SI of a vendor response is a measure of how much effort and money will be required to fully support and maintain the proposed system over its expected lifespan. Potentially, more ongoing support effort will be required as this score increases. This score is calculated by adding the raw score currently assigned to the vendor response if it is one of the

The above are added to the SI because they have historically required more support, and have been less reliable, than a standard Fully Supported and tested feature provided as part pf the standard product.

Return to TOP

The RFP automatically calculates the Ratios described on the next page based on vendor responses. These Ratios analyze HOW a vendor responded to the RFP criteria in order to achieve the Weighted Score calculated. Is the vendor relying on standard features or custom programming? A response with a good weighted score may also be very risky if the vendor is doing significant custom programming, scripting, or third party add-ins.

These Ratios are transferred to the Comparison Matrix when a vendor RFP response is transferred (copied).

The TOTAL of all Weighted Grade Scores calculated for each individual response in this RFP, other than those in the Vendor Global Issues and Pricing sections.

The number of proposed system questions eliciting a NO response.

The number of proposed system features based on FREE custom programming or scripting.

The number of proposed system features based on PAID custom programming or scripting.

The number of proposed system features based on Configuration Options such as setting in a parameter or INI file.

The number of proposed system features based on Report Writing Tools.

The number of proposed system features based on Third Party Products.

A % measuring the number of Fully Supported Responses based on responses to software system questions only, i.e., no vendor, pricing, or support responses are utilized.

A % measuring the number of Responses dependent on Configuration Options, Report Writers, or 3rd Party products, and is based on responses to software system questions only, i.e., no vendor, pricing, or support responses are utilized.

A % measuring the number of Responses dependent on Custom Programming or Scripting, and is based on responses to software system questions only, i.e., no vendor, pricing, or support responses are utilized.


Copyright © 1993 - 2013 Infotivity Technologies, Inc. & Gregory A. Lohr This RFP may be used for internal purposes only . Strictly prohibited to reproduce and redistribute this RFP.







The TOTAL of all Weighted Grade Scores calculated for each individual response in this RFP, other than those in the Vendor Global







A % measuring the number of Fully Supported Responses based on responses to software system questions only, i.e., no vendor,


A % measuring the number of Responses dependent on Custom Programming or Scripting, and is based on responses to software

For HELP, place the cursor in desired column cell on this row:RESPONSE

TABLE of CONTENTS -

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View a List of

View Facilities and Explanation of

To View Comparison Screens

For more detail information about this HR, T&A, PR and Benfits RFP template,

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Integrated HR, T&A, PR, and Benefits Software Request for Proposal (RFP)

Introduction Select the BEST solution with confidence! This easily customized RFP template contains 3,978 HR, payroll time & attendance system selection requirements, enabling you to quickly identify your actual needs. Then simply delete what is NOT needed to quickly create an RFP reflecting your firm's specific needs. The only RFP template available with a complete Response Evaluation toolset for comparing vendor RFP responses (vendor proposals) at the FUNCTIONAL, SUITABILITY, and FINANCIAL levels. Enjoy the benefits of detailed Vendor Response Analysis, Weighted Grade Score, Supportability Index, Side-by-Side Feature comparisons, and Financial Ratio Analysis. All to help you select the the BEST solution quickly and easily!

Vendor Global IssuesSystem Global Issues Vendor Data Center General Reporting Service Level Requirements Service Level Agreements (SLAs) External System Integration Web Enabled Functions Cloud ConfigurationSoftware UsabilityTransition PlanningClient Web Interface Vendor Response Analysis RatiosUser Compatibility Dashboard Functions Weighted Grade and Supportability ScoringTime & Attendance Attendance Data Capture Visit the Response Evaluation Tab Scheduling FunctionsPayroll Processing Visit the HR, Payroll, Time & Attendance Web page.Human Resource Management Position Tracking and Control Position Management Recruitment & Hiring Applicant Processing On-Boarding Functions Employment/Employee Data Salary Planning and Budgeting Compensation Employee Relations Employement Development Benefits Administration Historical Information Log Learning Management Organizational Charts Performance Management Manager Self-Service

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http://www.infotivity.com/hr-payroll-ta-rfp.html

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Copyright © 1993 - 2013 Infotivity Technologies, Inc. and Gregory A. Lohr All Rights Reserved Vendors may respond to this RFP freely. Distribution and use of this RFP for any purpose by any party not duly licensed by Infotivity Technologies, Inc. is prohibited.

B2

Click on the CELL in question in this row (row 2) to view additional information about its purpose. Click the FEATURE named in column B for row specific Help.

B4

Clicking on a Table of Contents Hyperlink takes you to that RFP section.

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INTRODUCTION --

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(Place Your Company Description HERE) -

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Employee Self-Service OSHA and Safety Compliance RequirementsDocument CaptureDocument RetrievalWorkflow ProcessingFleet AdministrationBusiness IntelligenceBusiness Continuity Plan Data Migration and ConversionCloud AdministrationSystem ConfigurationSecurity SaaS/Cloud SecuritySystem ImplementationProduct DeploymentSystem SupportSystem Pricing(Bottom - View Price and Scores

(Return to TOP)

(YOUR Firm Name here)____ (a.k.a. "the Customer") is seeking proposals for an integrated Enterprise Resource Planning (ERP) system. Your firm, among others, is invited to submit a proposal on a competitive basis in the format described in this Request for Proposal (RFP). This RFP establishes requirements and defines responsibilities of the proposing vendor (a.k.a. "Offeror") to engineer, provide, install, test, and document this new software system to be referred to herein as the "SYSTEM". The terms "OFFEROR", "PROPOSING VENDOR", and "CONTRACTOR" refer to any vendor responding to this RFP and also the vendor selected for the project described herein.

This RFP in no way constitutes an agreement between the Customer and any Offeror. The objective of the RFP is the negotiation, execution and consummation of a definitive agreement between the Customer and appropriate Offeror(s) to provide the services described herein. Information contained in the RFP is provided in strict confidence and shall be used only for purposes of responding to this RFP.

(Place background information regarding your planned project here. This would include subjects such as - Why is it needed? Where is it to take place? What is the environment it will installed into? and similar.

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It is the Customer's intent to contract with just one vendor. The selected vendor who will be responsible for all activities in ___(the area described herein)___. The selected vendor is required to have responsible personnel and an office physically located in the __(geographic area description)__.

All Vendors responding to this RFP must supply all services specified in this RFP, and must be the sole entity responsible for all aspects of performance regarding the services, labor and materials required to meet this RFP's requirements, if awarded the engagement. The Customer will consider proposals which contemplate subcontracting, provided that the Offeror: (a) serves as the sole general contractor throughout the engagement; (b) assumes full responsibility for the performance of all subcontractors; and (c) does not subcontract all or substantially all of the performance requirements set forth in this RFP and its attachments or exhibits.

Offerors who intend to submit a proposal in response to this RFP must prepare and forward a Confirmation Letter to the Customer's Contact named in this document no later than __DATE____. In the event your firm is not interested in submitting a response to this RFP, the Customer kindly requests that you still complete the Confirmation Letter and return the RFP with all accompanying materials to the Customer's Contact.

All Vendors planning to respond to this RFP are responsible for the following: A. examining all documents and all addenda with appropriate care; B. informing itself with respect to all conditions which might in any way affect the cost of performance of any work.

Failure to do so will be the sole risk of the Vendor. In addition to examining of the Request for Proposal Documents, each Vendor shall make all other necessary arrangements as needed to become fully informed regarding all existing and expected conditions and matters which might in any way affect the cost or the performance of the work.

Any failure to fully investigate the foregoing conditions shall not relieve the Vendor from responsibility for estimating properly the difficulty or cost of successfully performing the work.

Representations or statements regarding this RFP must be made in a written communication from the Customer Contact identified elsewhere in this RFP. Vendors shall not consider any oral representations or statements by an officer, employee, or agent of the Customer to be an official expression on it's behalf.

-

-

-

-

-

Please direct any correspondence, whether oral or written, regarding this RFP to the contact listed below. This is to ensure that the same information is consistently disseminated to all Vendors.

The Customer has scheduled a Bidder's Conference for ___(DATE)___ , at ___(Physical Address, Room #)____. The purpose of the Conference is to discuss the Customer's needs and objectives with respect to this RFP, and to provide prospective Vendors with an opportunity to ask questions.

Immediately following the bidders meeting, Vendors will have the opportunity to take a tour of the ___(LOCATION NAME___) site. If a Vendor deems it necessary, all additional costs for potential unknown conditions should be itemized in the RFP response, as possible additional costs. Contractor's may not claim ignorance of the requirements in an effort to relieve the Contractor of their liability and obligation under the subsequent contract.

The Customer anticipates that Vendors will have questions on various RFP topics. In the event clarification is needed on any part of the RFP, Vendors must submit written questions to the Customer Contact named above. Written questions must be submitted no later than ___(DATE)____. The Customer's written answers to all questions received by the deadline will be simultaneously distributed to prospective Vendors on or before ___(DATE)___.

The following tentative timetable has been established by the Customer: Milestone Target Date--------------------------------------------------------------------------RFP Issuance ____(DATE)___Bidders Conference ____(DATE)___Questions from Vendors due ____(DATE)___Response to Vendor questions ____(DATE)___Proposals Due ____(DATE)___Select Contractor ____(DATE)___Sign Contracts ____(DATE)___Intro to Gen Contractor ____(DATE)___ As explained elsewhere in this RFP, the Customer has the option to: (a) make an award on the basis of an Vendor's initial submission, (b) make an award after conducting discussions and/or negotiations with any Vendor(s), or (c) make no award. The Customer is unable to predict which of these alternatives will ultimately be selected. Accordingly, there are no target dates for award or contract execution. Vendors are reminded that the above schedule represents the Customer's best estimate, and that target dates are subject to change.

-

-

-

-

-

-

-

The Customer may, at its discretion, modify any provision or part of the RFP at any time prior to the Proposal Due Date. Copies of all such amendments will be simultaneously sent to all prospective Vendors who have received a copy of the RFP and are participating in the RFP process. If the Customer issues an amendment to the RFP, prospective Vendors shall acknowledge receipt of such amendment by (a) signing and returning a copy of the amendment to the Customer Contact; or (b) acknowledging receipt of the amendment by letter, telephone facsimile, email, or telegram. All acknowledgments shall be submitted no later than the time specified for receipt of proposals.

The Customer reserves the right to cancel this RFP at any time prior to the execution of a written Agreement and without any liability to Customer, if in its sole determination the Customer's best interests would be served.

To increase competition, the Customer reserves the right to waive minor informalities or procedural requirements during the process of soliciting, evaluating, or negotiating a contract award.

All Vendor Proposals shall be prepared simply as per the format and instructional requirements of this RFP. Vendors are discouraged from submitting promotional brochures and extensive artwork, as this may delay the review of the vendor's proposal.

All Vendor proposals, information, and responses will be incorporated into and made a part of any final Agreement between the Customer and the successful Vendor. Accordingly, Vendors shall not submit materials, which cannot be incorporated into the Agreement. Customer may disqualify any Vendor which submits a proposal or agreement that directly or indirectly attempts to preclude or limit the effect of this requirement.

The Due Date for submitting a Response to this RFP is ____(DATE)____, XX:YY AM/PM, as determined by the Customer. Proposals received after that date and time will not be considered. Proposals shall be either sent by mail or hand-delivered to Customer Contact at the following address:

Contact Name Organization Name 123 Any Street Mail Stop - Room Number City, State/Prov, Postal Code

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-

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VENDOR GLOBAL ISSUES --

Vendor Contact Data: -Vendor Name:Street Address:City:

State:ZIP:Country:Web Site URL:Sales Contact:

Phone:Cell Phone:Email:Sales Support Contact:Phone:Cell Phone:Email:Proposal Name:

System Name Display

-Vendor History: -

-

Vendor proposals submitted in response to this RFP represent binding offers and must remain valid for a period of 120 days from receipt by Customer, or until discussions/negotiations are concluded, whichever is later.

A Vendor may, without prejudice to itself, withdraw or modify its response to this RFP by written request, provided that the request is received by Customer prior to the Proposal Due Date at the address to which proposals were to be submitted. Following its withdrawal, the Vendor may submit a new response, provided that delivery is effected prior to the Proposal Due Date. Proposals may not be modified after the Due Date, except through discussions/negotiations initiated by the Customer.

The Customer will not be responsible for any expenses incurred by Vendors for preparing a response to this RFP. The costs of developing and submitting a proposal are the responsibility of the Vendor.

Once submitted, proposals become the property of the Customer, and will not be returned to Vendors.

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Please enter as appropriate your parent company, subsidiaries, affiliates, and other related entities.

• Parent Company: • Subsidiaries: • Affiliates: • Partners: • Other:

1993

Bill Jones

-

• Less than 1 year: N • Less than 3 years: N • Less than 7 years: N • Less than 10 years: N • More than 10 years: N

-


-


0

N

-Vendor Financial Profile: -Is the firm responding to this RFP a public firm? N

If "OTHER" is indicated in the previous question, please list that information in the Response column:

Please enter into column C the YEAR the responding company was founded.

Enter into column C the name of the responding company's CEO, or, if not a corporation, the current owner.

Please indicate how long your company's CEO or OWNER has been with the company:

Please indicate how long your company has been in business under the same ownership:

Please indicate how long your company has been active in the markets and industry segments addressed by this RFP:

How many lawsuits have been filed against the proposing vendor over the history of the company?

Is it TRUE there is NO litigation pending, and NO judgments outstanding, against the proposing vendor in any jurisdiction?

- If NO, please describe the litigation or judgement in more detail in the Response column.

- If the response to the previous question is "YES", please enter the stock exchange and symbol of the responding firm in Column C:

N

Enter your firm's CURRENT Balance Sheet Data: - • Cash & Cash Equivalents: $0.00 • Other Current Assets: $0.00 • Current Liabilities: $0.00 • Total Debt owed: $0.00 • Quick ratio (current assets - current liabilities): $0.00Enter your firm's CURRENT Year-to-Date Results: - • Total Revenue: $0.00 • Total Profit: $0.00 • Software License revenue: $0.00 • Software Services revenue: $0.00 • Support/Maintenance revenue: $0.00 • Hardware revenue: $0.00Enter your firm's Last Year Ending Results: - • Total Revenue: $0.00 • Total Profit: $0.00 • Software License revenue: $0.00 • Software Services revenue: $0.00 • Support/Maintenance revenue: $0.00 • Hardware revenue: $0.00Enter your firm's Prior Year Ending Results: - • Total Revenue: $0.00 • Total Profit: $0.00 • Software License revenue: $0.00 • Software Services revenue: $0.00 • Support/Maintenance revenue: $0.00 • Hardware revenue: $0.00

N

-

• Less than 10%: N • 11 up to 25%: N • 26 up to 35%: N • 36 up to 50%: N • 51 up to 75%: N

Is it TRUE the proposing vendor has NOT received any large cash inflows from sources unrelated to software sales. Examples include stock sales, asset sales, and loans.

- If NO, please use the Response column to describe large cash inflows that are not related to software sales.

If asked, is the proposing vendor willing and able to provide audited (certified) financial statements for the last two fiscal years?

Please indicate the average percentage of your company's resources (people and money) that are dedicated to new product development instead of existing product support?

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Vendor & Staff Certifications: -

N

N

N

Please indicate the SEI CMM Level your firm is currently certified at: - • NO Certification: N • CMM Level 0 - No QC standardization: N • CMM Level 1 - Informal QC standards: N • CMM Level 2 - QC planned and monitored: N • CMM Level 3 - Well defined QC: N • CMM Level 4 - Quantitatively controlled QC: N • CMM Level 5 - Continuously improving QC: N

N

Is this product's developer ISO 9000 certified? N

Is your firm currently ISO 9001:2000 certified? N

N

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Project Management Capabilities: -

-

N

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Will at least one member of the implementation team managing the proposed project on a daily basis be a Project Management Institute (PMI) certified Project Management Professional (PMP)?

Will at least one member of the implementation team managing the proposed project on a daily basis be a Microsoft Certified Systems Engineer (MCSE)?

Has your firm been certified at a specific Capabilities Maturity Model level?

Is your firm currently certified at SEI People Capability Maturity Model (PCMM) Level 2?

The Customer requires the Contractor to demonstrate quality of past performance. This must be done by providing at least 5 references, of which at least 2 are similar to the Customer. If you are supplying references at this time enter a response of YES and click the "References" Tab to enter references.

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Although this phase of the project will be conducted jointly by the Customer and the vendor this contract may be awarded to, the Customer requires the vendor to play a lead role in managing the day-to-day activities of the project. The Customer will maintain overall responsibility for management of the project through a management team director appointed by the Customer. The vendor will provide Project Status Reports to the Customer management team director appointed by the Customer.

Will an implementation team dedicated solely to the Customer's project be provided by the proposing vendor?

N

N

vendor_resumes.zip

vendor_sched.doc

• On-site at the Customer location: N • In the Vendor LOCAL office: N • In the Vendor REMOTE office: N • BOTH Customer site and Vendor office: N

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SYSTEM GLOBAL ISSUES -

-

-

11 criteria in this section ---

Operating System Support: -174 criteria in this section -

Do you employ a refined, tried-and-tested system development and implementation methodology? If "YES", please describe this methodology fully in the "Vendor Explanation" column.

Will at least one member of the dedicated implementation team managing the proposed project on a daily basis be a Project Management Institute (PMI) certified Project Management Professional (PMP)?

Please list the members of the dedicated implementation team to be provided. Use the cell in the "Response" column.

Project Team Resumes: The Customer requires a resume in MS Word format for each member of the Project Team that will be assigned in the event a contract is awarded. Please include a ZIP file containing these resumes with your response to this RFP, and place the filename of this ZIP file in the "Response" column.

Project Schedule: An implementation schedule for the proposed system, including delivery dates, implementation milestones, task relationships and dependencies, and a timeline. Please include this on a separate document, in either Word or Excel format, and place the filename of this document in the "Response" column.

Please indicate where the dedicated consulting team members will be located:

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The features and functions listed in this section, and the corresponding vendor responses to each, apply globally to all components of the proposed software.

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Networks Supported: -31 criteria in this section -

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System Fault Tolerance -7 criteria in this section -

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Standards Supported: -28 criteria in this section -

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Software Release Dates: -6 criteria in this section -

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Scalability Issues: -2 criteria in this section -

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VENDOR DATA CENTER -

-

-Architecture: -11 criteria in this section -

-Data Integrity Protection: -4 criteria in this section -

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GENERAL REPORTING --

Foundation Issues: -28 criteria in this section -

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Reporting -48 criteria in this section -

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SERVICE LEVEL REQUIREMENTS -

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If the proposed solution is presented as SaaS or Cloud-based, please respond to the following to indicate how your data center is organized:

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-

11 criteria in this section --

Dispute Resolution: --

SERVICE LEVEL AGREEMENTS (SLAs) -

-


EXTERNAL SYSTEM INTEGRATION -

-General: -60 criteria in this section -

-External Web Services Integration: -9 criteria in this section -

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WEB ENABLED FUNCTIONS -

-109 criteria in this section -

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Cloud Configuration (True Cloud vs Hosted): -Is the proposed system a Cloud-based system that utilizes the following:

-

• Multiple-tenant, multiple database structure: NS

• Multiple tenant with shared database, multiple schema per tenant: NS

In addition to the business processes mentioned elsewhere in this RFP, there are several special service functions that must be addressed on their own. These are Disputes Resolution, Disaster Recovery Planning (DRP), HelpDesk, Security, and Confidentiality. Each is described below. Please indicate your agreement and compliance by marking each with a YES response.

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The Client requires a comprehensive set of Service Level Agreements (SLAs) to monitor the execution of the outsourced business processes. At minimum, a detailed SLA for each business process and its applicable performance evaluation parameters, as mentioned in the Business Process Analysis section above, must be prepared by the ESP.

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B297

Explanation: Meaning all tenants share a physical database but have individual schema)

• Multiple-tenant with Shared database & shared schema: NS

Is the proposed system setup to be a: -

NS

• multitenant, completely web-based application: NS

NS

NS

NS

NS

NS

In the proposed system, will customizations be upgraded automatically?NS

--

SOFTWARE USABILITY --

USER INTERFACE --

NS

-Search Facilities: -8 criteria in this section -

--

USER DEFINED FEATURES --

Customizable Online Help: -6 criteria in this section -

--

Customizable Screens: -8 criteria in this section -

--

• single-tenant applications with isolated databases, running in their own application instance:

Does the proposed Cloud system provide all customers with self-service applications?

Does the proposed system offer all customers instant upgrades that are installed automatically when they are released?

Does the proposed system provide a set of connectors to other cloud services in a secure environment?

Is the proposing vendor a hosting Value Added Reseller (VAR) for the proposed system?

Will the proposing vendor guarantee that you organization is always running on the latest version of the software?

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If the proposed system is capable of running on multiple dissimilar platforms, such as Linux and Windows, is the user interface consistent on all supported platforms, with only minor variations between the two?

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B298

Explanation: Meaning every tenant shares a single database to hold data. Each tenant's data is uniquely identified by a discriminator value called tenant-id.

Field-Level Customizations: -6 criteria in this section -

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TRANSITION PLANNING --

-


CLIENT WEB INTERFACE --

-


USER COMPATIBILITY --

User Defined Fields -8 criteria in this section -

--

Online Help Issues -5 criteria in this section -

--

Process Customization -4 criteria in this section -

-

DASHBOARD FUNCTIONS --

Dashboard Design: -Does the proposed software provide a web-based design environment? NS

NS

NS

Does the software provide WYSIWYG design mode? NS

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Transition is defined as those tasks required to move the Client's operations, as defined elsewhere in this document, to the ESP's environment. A "discovery" or "due diligence" period may be required to review the Client's existing environment and procedures key information.

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Since the vast majority of all contact with the Cloud will be over the web, it is critical the Web interface provided by the ESP be especially robust and dynamic. The ability of Client users to easily obtain information from, and provide information to, the Cloud system is of vital importance.

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Does the proposed software provide tools to facilitate ease of design and maintenance?Does the proposed software provide system components re-usable in multiple dashboards?

NS

Does the proposed software provide the ability to undo? NS

NS

NS

NS

NS

-Dashboard Layout: -4 criteria in this section -

-Dashboard Presentation: -4 criteria in this section -

-Alerting: -5 criteria in this section -

-Analysis: -5 criteria in this section -

-KPIs/Metrics: -4 criteria in this section -

-Dashboard Interactivity: -8 criteria in this section -

-Delivery: -7 criteria in this section -

-Architecture: -11 criteria in this section -

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TIME & ATTENDANCE --

COMPLIANCE ISSUES -14 criteria in this section -

--

USER DEFINED PROCESSES -15 criteria in this section -

--

OVERALL CAPABILITIES -15 criteria in this section -

-

Does the proposed software provide structure mode for faster design without all data required?

Does the proposed software provide the ability to record in design mode?Can the software provide the ability to Format templates for consistent look and feel? Does the proposed software provide facilities for embedding a Java development environment or Visual Studio or SDK?Does the proposed software support user-defined calculations using data not in data warehouse?

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-TIME AND ATTENDANCE DATA CAPTURE -Does the software enable employees to attach NOTES to time entries? NS

NS

NS

Does the system automatically calculate the following: - Vacation time accrued: NS Sick time accrued: NS Compensation time accrued: NS

There are 35 more criteria in this section --

Attendance Tracking -10 criteria in this section -

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Scheduling Functions -24 criteria in this section -

-Alerts & Messaging -10 criteria in this section -

--

3rd PARTY APPLICATION INTERFACES -11 criteria in this section -

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PAYROLL PROCESSING -

-Payroll System Basics: -45 criteria in this section -

--

Department Functions: -4 criteria in this section -

--

Payroll History Functions: -8 criteria in this section -

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Payroll Reports: -42 criteria in this section -

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Does the proposed software enable users to enter the activity performed during a specific time range?Does the proposed system report average hourly employee pay rates in user defined periods without constraints?

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-Earnings: -

N

N

N

NS

NS

There are 41 more criteria in this section ---

Earnings: -45 criteria in this section -

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Deductions: -45 criteria in this section -

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Wage Attachments: -19 criteria in this section -

--

Taxes: -72 criteria in this section -

--

Payroll Processing: -87 criteria in this section -

--

Labor Allocation: -35 criteria in this section -

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Employee Record Keeping: -3 criteria in this section -

- System Interfaces: -18 criteria in this section -

- SAP General Ledger Interface: -5 criteria in this section -

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Can the proposed system provide the ability to pay multiple earnings that are taxed differently but paid on the same paycheck?If "Yes" is indicated in the previous question, please explain in the Response column:

Does the proposed software have the ability to have earnings with only specific taxes applied?Does the proposed software have the ability to record reimbursements on pay stub with no taxes withheld?Does the proposed software deliver all federal, state and local earnings tax categories?Does the proposed software support the calculation of taxable fringe benefits?

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HUMAN RESOURCE MANAGEMENT ---

GENERAL -15 criteria in this section -

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POSITION TRACKING & CONTROL --

-

48 criteria in this section-

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POSITION MANAGEMENT --


--

RECRUITMENT & HIRING --

-

FS

NS

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(Place an overview of the current or desired process here) EXAMPLE ONLY: A vacancy may be a new position, the same position as currently exists, or may be a position where job responsibilities have changed. The company needs to be able to update the current position’s description or create a new position description. The system would automatically route the posting/job description for approval based on information entered on the posting/job description. If the job is a new position, the information would be routed to HR for an appropriate job title to be assigned.

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Place an Overview of the current or desired Recruitment and Hiring Procedure here. This overview of the desired or existing recruitment/hiring practices is to be provided to help all vendors obtain a better perspective of your needs. (PLACE YOUR PROCESS OR WORK DESCRIPTION HERE)

Does the proposed software have the ability to automatically post job openings to a Web site?

Does the software offer the ability to post job openings to the web according to a pre-defined job description template?

NS

NS

NS

-

• Monster NS • Hot Jobs NS • CareerBuilder NS • Americas Job Bank NS • Various specialty boards NS

-

• Fax Resume Only: NS • Fixed Format Web Form Response: NS • Free Form Web Response: NS • Other: N

NS

NS

There are 16 more criteria in this section-

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APPLICANT PROCESSING -


--

Does the proposed system utilize a user-defined posting template governing the field labels and information to be displayed to web visitors about a specific job posting (opening)?

Can the proposed system posts internal jobs to company Internet site with effective dates.

Can the proposed system posts external jobs to company Internet site with effective dates.

Does the proposed software communicates automatically with job boards such as:

Please expand on the proposed software's job opening posting function, in the Response column. What makes it save time? Exactly what is required? What skills are needed?

Please indicate the methods a web visitors can respond to a job posting with:


Does the proposed system have the ability to scan resumes for automatic processing, storage and retrieval?

Once scanned, can resumes be automatically routed to the appropriate department managers according to user-defined parameters?

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ON-BOARDING FUNCTIONS -37 criteria in this section -

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EMPLOYMENT/EMPLOYEE DATA --

-

Employee Maintenance Issues -

-

122 criteria in this section -

-

Employee and Employment Reporting/Inquiry -


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SALARY PLANNING BUDGETING -13 criteria under this heading - see more below -

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COMPENSATION -Can the system provide complete employee compensation history. NS

Can the system provide a mid-period salary change? N

-

• Grade NS • Location NS • Other: NS

-

• Grade NS • Location NS

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Place an Overview of the desired Employment and Employee management functionality. (PLACE YOUR PROCESS OR WORK DESCRIPTION HERE)

Please examine the minimum acceptable Employee File (Table) data elements list shown below and indicate how the proposed system supports (will support) each data element:

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If "Yes" is indicated in the previous question, please describe in the Response column:

Does the proposed system provide the ability to establish and maintain salary ranges by :


Does the proposed system provide the ability to establish and maintain salary structure by :

• Other: NS

No limit to the number of steps in a salary progression. NS

No limit to the number of salary grades. NS


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EMPLOYEE RELATIONS: -17 criteria in this section -

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EMPLOYEE DEVELOPMENT -27 criteria in this section -

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BENEFITS ADMINISTRATION -

-

-

-Benefits Plan Maintenance -75 criteria in this section -

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Enrollment Capabilities -

NS

NS

NS

Please indicate if the proposed software provides the ability to create: -

• Enrollment Forms: NS • Annual benefits statements: NS • Confirmation statements: NS


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Place an Overview of current or desired Benefits Administration needs here. (PLACE YOUR PROCESS OR WORK DESCRIPTION HERE)

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Does the software provide multiple levels of security at all times during enrollment?

Does the software provide facilities to allow access by multiple users under different plans?

Does the software provide facilities to allow access by multiple users under different, customizable user interfaces?

• Fact sheets: NS • Other: N

NS

Does the software support default enrollment plans? NS

NS

Can the software establish payroll deductions based on plan enrollment?NS

NS

N

N

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Life Events: -57 criteria in this section -

-Employee Data Maintenance -12 criteria in this section -

-Insurance -39 criteria in this section -

-Benefits Processing -16 criteria in this section -

- Benefits Accounting -4 criteria in this section -

-Public Sector Retirement Plans -


Does the software provide employee self service facilities for enrollment and maintenance?

Does the software restrict enrollment or changes in enrollment due to statutory considerations?

Can the software calculate employee eligibility for selected plans based on hours worked?

Can the proposed system provide online benefits enrollment process for an employee?If "Yes" is indicated in the previous question, please explain in the Response column:

Can the proposed system provide tools for benefits administrators to monitor enrollment process ?If "Yes" is indicated in the previous question, please explain in the Response column:

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-COBRA Support -31 criteria in this section -

-ERISA Support -2 criteria in this section -

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Paid Time Off: -29 criteria in this section -

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Benefits Reporting -15 criteria in this section -

-Benefits Administration • Desirable Functions. -Is the proposed software capable of maintaining any number of plans? NS

Ability to establish plans by user•defined rules with Effectivity dating? NS

Does the system provide the ability to administer all health plans ?NS

NS

NS

NS

NS

NS

NS


-REPORTING & INQUIRY FUNCTIONS -2 criteria in this section -

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Does the proposed software provide functions to define rate, calculation, and deduction rules for each benefit program and plan?

Can the proposed software perform automatic eligibility checking based on user•defined rules?

Does the proposed software utilize user•defined participation rules, i.e., limits and maximums?

Does the proposed software provide facilities for benefits enrollment data by type of benefit, coverage, and premium (if needed)?

Dose the proposed software allow for the entry and tracking of leave information?

Does the proposed software allow for the maintenance and tracking of employee retirement plan data?

-NON-RESIDENT ALIEN PROCESSING -


--

HISTORICAL INFORMATION LOG -


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LEARNING MANAGEMENT -46 criteria in this section -

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ORGANIZATIONAL CHARTS -11 criteria in this section -

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PERFORMANCE MANAGEMENT -34 criteria in this section -

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MANAGER SELF SERVICE -37 criteria in this section -

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EMPLOYEE SELF-SERVICE --

-

• Name NS • Address & Phone NS • Emergency contact information NS • Life Changes (e.g., marriage, new child) NS • Benefit Enrollment - Open NS • Benefit Enrollment (new employee with restricted dates) NS

•Beneficiary Designations (Multiple, for different purposes) NS •W-4 NS •State withholding form NS •Advanced earned income credit (W-5) NS •Additional withholding amount NS •Direct deposit sign-up NS

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Please indicate if the system provides the ability to use the Internet as a self service tool for updating employee personal information such as:

NS

• Other: NS

Employees can view communications posted from administrators. NS

Employees can access links that can launch: NSNSNSNS

NS

NS

NS

NS

Does the system provide employess the ability to view open jobs? NS

There are 44 more criteria in this section -

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OSHA & SAFETY -37 criteria in this section -

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COMPLIANCE REQUIREMENTS -16 criteria in this section -

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DOCUMENT CAPTURE -

-

DOCUMENT ENTRY -28 criteria in this section -

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Scanning Capabilities: -16 criteria in this section -

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OCR Capabilities: -

•Selected deduction elections, i.e., change frequency of savings account deposit:


· Documents (forms may be saved and/or printed).· Web sites· E-mails

Does the system provide employess the ability to model their paycheck for changes including deductions, marital status, and exemptions.

Does the system provide employess the ability to view their status and key dates.Does the system provide employess the ability to view company property assigned to them.Does the system provide employess the ability to view EEO/I9 information.

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NS

NS

NS


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DATA PROCESSING: -18 criteria in this section -

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Automated Indexing Capabilities: -Can the proposed software index an entire column and all of it's entries? NS

NS

Is "trigger" oriented indexing supported by the proposed system?" NSIs Indexing by Schedule supported by the proposed software? NSIs Indexing by Subject supported by the proposed software? NS

NS

How many index (key) fields may be defined by the user?Name or describe the Search Engine used in the proposed system.

Name or describe the Full Text Engine or method used by the system:

Can reports export information? NSDoes the proposed system allow user-definable report formats? NSThere are 28 more criteria in this section -

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DOCUMENT RETRIEVAL: -


Search Functions: -

NS

Is Optical Character Recognition (OCR) an integral part of the proposed software?

Are all documents AUTOMATICALLY passed through the OCR during the entry or capture process, or must the user perform the OCR step discretely?

Can the OCR facility be made to process just specific portions of the image (sometimes called Point & Shoot" or "Zone Capture" OCR), to identify text data that always appears in the same spot, and then have this data placed in a certain database field?"

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Does the proposed system support point & shoot" indexing, also known as "spot" or "zone" indexing?"

Is Indexing by User-defined category supported by the proposed software?

Name or describe the search method used to retrieve document Profile information?

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Does the proposed system offer a full text search function to retrieve documents with?

NS

NS

Can non-text content be queried? NS

Can the proposed system support searches across multiple networks?NS

NS

NS

NS

Can documents be searched for by author? NS


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WORK FLOW PROCESSING: -

-General Features: -22 criteria in this section -

--

User Interface: -21 criteria in this section -

--

Process Design Tools: -19 criteria in this section -

--

Process Definition Capabilities: -Are pre-defined, built-in tasks provided by the proposed software for - Looping: NS Branching: NS Email: NS

NS

NS

NS

Can the user fully define the field names, field types, field lengths, and whether or not the field is an index field used in document retrieval queries, in the database needed for each application?Are descriptive filenames of an extended length used to convey extra information about the contents of each document file?

Does the proposed software allow one search to be nested" within another search?"

Does the proposed software include a sophisticated retrieval query engine that offers Boolean operators?

Does the proposed software include a sophisticated retrieval query engine allowing user defined search variables?

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Is full sub-workflow (sub-process) support provided by the system being proposed?Can the workflow needed to address errors and omissions be modeled using the proposed software?Does the proposed system provide the ability to embed exception handling processes into the workflow being defined?

NS

NS

NS

NS

NS


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Electronic Forms Support: -13 criteria in this section -

--

Routing Rules: -17 criteria in this section -

--

Event Response Functions: -7 criteria in this section -

--

Manual Activity Interface: -

NS

NS

NS

NS


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FLEET ADMINISTRATION -

-General Features: -21 criteria in this section -

Does the proposed system enable modeling multiple escalation workflows based on problem type?Is parameterized email creation and use fully supported by the proposed software?Is a full workflow simulation capability provided by the proposed software?Does the proposed system utilize distinct process instances (or versioning) where each individual parent process invocation will have its own, full, dedicated process instances? (i.e., will a process definition change affect work in progress?)

Does the proposed software support Asynchronous Interaction with external third-party systems, i.e., can it initiate work in the external system then proceed onward without an acknowledgement or response from the other system?

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Does the proposed software provide pre-defined process modeling tools for including manual activities such as decision making, data entry, information review, and other activities requiring human intervention?

Can manual activities be assigned an icon of their own for use in a graphical process design process?Can manual activities be assigned to a job position, or employee group, rather than a specific person if needed?Can an electronic form(s) be setup to appear at each manual activity in the workflow process definition?

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--

BUSINESS INTELLIGENCE --

END USER ENVIRONMENT --

NS

-

• Keywords: N • Data Fields: N • Columns: N • Tables: N • Reports: N • Subject Area: N • Other: NIf "OTHER" is indicated in the previous question, please list in Column C:

NS

NS

NS

Can end-users bookmark data for review in the future? NSThere are 8 more criteria in this section -

-Workgroup Capabilities: -5 criteria in this section -

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DATA MODELING -

-Data Types: -5 criteria in this section -

-Labels and Messages: -

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Please describe the proposed software's metadata (e.g. abstracts, themes, groups, reports, schedules,etc.) and how such metadata is made available to end-users and administrators.

Does the proposed system enable end-users to create hyperlinks to external web pages?

Please indicate which the types of elements the end-users may search for:

Are end-users able to search locally, i.e., within their own archived data and reports?

Are end-users able to search globally, i.e. within all or a subset of all enterprise-wide databases and reports?

In the proposed software, can end-users view a subject directory that reveals the types of data that are available on an enterprise-wide basis, even if those users do not have full access to the data?

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XML Schema Facets: -15 criteria in this section -

-Extended Facets: -18 criteria in this section -

-Programmatic Facets: -4 criteria in this section -

-Triggers and Functions: -4 criteria in this section -

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INHERITANCE ENGINE -


DATA INTEGRATION --

Integration Development Environment -18 criteria in this section -

-Enterprise Connectivity -18 criteria in this section -

-Metadata Management -14 criteria in this section -

--

DATA QUALITY MANAGEMENT -


Data Profiling Capabilities -23 criteria in this section -

-Data Cleansing & Standardization -14 criteria in this section -

--

DATA MIGRATION -39 criteria in this section -

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DATA GOVERNANCE -

-

NS

NS

NS

NS

NS

NS


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HIERARCHY MANAGEMENT -


LIFE CYCLE MANAGEMENT -


Extraction, Transformation, & Loading (ETL)-

-

-

-General: -23 criteria in this section -

-Data Format Diversity: -6 criteria in this section -

-HUB & SPOKE Architecture: -

Does the propose product provide a rich & secure Graphical User Interface to manage data?

Does the proposed system provide users authentication based on directory?

Does the proposed software has the ability to create and manage branches and versions? Does the proposed system provide interactive tool for 3-way compare and merge?Does the proposed system provide hierarchical navigation in data models, view & edit objects?Does the proposed system provide ability to create/update/delete records?

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The data Extraction, Transformation, and Loading (ETL) tool is an integral part of the data warehousing architecture that will be used by the data warehousing professional staff to model and create a target warehouse,extract data from multiple data sources, transform the data to make it accessible to business analysts, and load multiple target data marts.


Scalability & Performance: -11 criteria in this section -

-Automated Extraction, Transformation, & Load Functions -19 criteria in this section -

-Data Cleansing Capabilities: -

-

NS

NS

NS

-

• Data Types: NS • Dimensions: NS • Measures: NS • Primary Keys: NS • Foreign Keys: NS • Normalization: NS • Other: N


--

ETL Utilities Provided -39 criteria in this section -

--

BI SYSTEM ADMINISTRATION -9 criteria in this section -

-

BI INFORMATION DELIVERY -28 criteria in this section -

-

It is very important that dirty source data is not loaded into the data warehouse. The system selected must have a very robust set of data cleansing tools to resolve inconsistencies in any dimension.

Does the proposed ETL software provide functions that can be used to apply procedural cleansing of source data?

Does the proposed system provide a function to analyze and clean the source data, then resolve logical inconsistencies?

Does the proposed system provide a “Data Profiling” tool that gives insight into the state of the source data before it is extracted?

Please indicate if the proposed "Data Profiling" tool provides information about:

If "OTHER" is indicated in the previous question, please list that information in Column C:

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ONLINE ANALYTICAL PROCESSING (OLAP) -27 criteria in this section -

-OLAP Viewing Functions: -11 criteria in this section -

--

ON-DEMAND QUERYING & REPORTING -

General: -36 criteria in this section -

-Graphical Support: -12 criteria in this section -

-

ADVANCED QUERY AND REPORT FUNCTIONS -23 criteria in this section -

---

MANAGED AUTOMATED REPORTING --

General: -

N

N

N

N

Can end-users schedule their own reports? N

Describe how end-users schedule their own reports.


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BUSINESS CONTINUITY PLAN -


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Does the proposed software provide drill-down functionality to end-users when viewing automatically generated reports?

Does the software provide drill-across functionality to end-users when viewing automatically generated reports?

Does the software provide facilities to schedule the automated production of managed reports?

Does the software provide facilities to schedule the automated distribution of managed reports? How are reports distributed to end-users?

How are reports distributed to end-users?

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-Data Conversion & Migration: -30 criteria in this section -

--

Cloud Administration: -23 criteria in this section -

--

SYSTEM CONFIGURATION: -

--

Enterprise Integration: -9 criteria in this section -

-OLE/DDE Support: -9 criteria in this section -

-Programming Interface: -29 criteria in this section -

--

SECURITY ---

SaaS / CLOUD SECURITY -

-

-Core Application Security: -

N

N

N

N

Does the proposed system provide two-factor authentication? N


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If the proposed solution is presented as SaaS or Cloud-based, please respond to the following to indicate how it can provides a secure environment for the Customer's content:

Does the proposed system offer Folder level access restrictions for specific users and/or groups?Does the proposed system offer Document-level access restrictions for specific users and/or groups?Does the proposed system offer VeriSign Encryption and Secure Sockets Layer (SSL)?

Does the proposed system offer Encryption and Secure Sockets Layer (SSL) via another provider?

• If responding YES to the previous question, please name that provider:

Security Controls: -6 criteria in this section -

-Security Management: -16 criteria in this section -

-

GLOBAL FUNCTIONS -7 criteria in this section -

---

FILE ACCESS RIGHTS -31 criteria in this section -

--

SYSTEM IMPLEMENTATION --

Vendor System Methodologies: -6 criteria in this section -

-System Implementation Practices: -4 criteria in this section -

--

Product Deployment -

10 criteria in this section ----

SYSTEM SUPPORT -


HelpDesk Availability: -4 criteria in this section -

-On-Site Support: -13 criteria in this section -

--

SYSTEM PRICING -


INITIAL ONE-TIME COSTS --

Initial TOTAL License Cost: -

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TOTAL License Cost:-

Requirements Analysis: -3 criteria in this section -

TOTAL Requirements Analysis Cost:-

Installation: -3 criteria in this section -

TOTAL Installation Cost:-

Data Conversion: -3 criteria in this section -

TOTAL Data Conversion Cost:-

Test and System Validation: -1 criteria in this section -

-Initial Training: -1 criteria in this section -

-

TOTAL INITIAL ONE-TIME COSTS:-

Expansion Increment:2 criteria in this section -

-ON-GOING COSTS -

-Per Transaction or Per Occurrence Costs: -3 criteria in this section -

-On-going Monthly Costs: -3 criteria in this section -

-On-going Yearly Costs: -3 criteria in this section -

-Annual Software Support: -1 criteria in this section -

-Annual Software Maintenance: -1 criteria in this section -

-Additional Training -1 criteria in this section -

-

TOTAL INITIAL PRICE: $0.00

-

-

Response Ratios - Click the Ratio Name below for a Description -

System Name Display

WEIGHTED GRADE SCORE: 1.00

SUPPORTABILITY INDEX: 0.00

ENHANCEMENT COST: $0.00

VENDOR PROFILE SCORE: 0.00

# FULLY SUPPORTED Capabilities: 1

# YES Responses: 0

# NOT SUPPORTED Capabilities: 153

# NO Responses: 26

# FREE ENHANCEMENTS Proposed: 0

# PAID ENHANCEMENTS Proposed: 0

# CONFIGURATION OPTIONS Proposed: 0

# REPORTING TOOLs Proposed: 0

# THIRD PARTY Add-Ins: 0

Percentage FULLY SUPPORTED: 0.56%

The Total Price includes all costs pertinent to License Fees, Data Conversion, Software Installation, and Initial Training.Cost for Additional Training, Annual Support, and Annual Maintenance fees are NOT included in the Total Price above. They are in the Vendor Explanations column beginning in the Price Section.

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Percentage by CONFIGURATION OPTION : 0.00%

Percentage by CUSTOM CODE/SCRIPTING: 0.00%

-

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-

--------

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(Return to Top)Copyright © 1993 - 2013 Infotivity Technologies, Inc. & Gregory A. Lohr All Rights Reserved Vendors may respond to this RFP freely. Distribution and use of this RFP for any purpose by any party not duly licensed by Infotivity Technologies, Inc. is prohibited.

Copyright © 1993 - 2006 Infotivity Technologies, Inc. & Gregory A. Lohr All Rights Reserved Vendors may respond to this RFP freely. Distribution and use of this RFP for any purpose by any party not duly licensed by Infotivity Technologies, Inc. is prohibited.

- -

- -

View a List of

View Facilities and Explanation of

To View Comparison Screens

For more detail information about this HR, T&A, PR and Benfits RFP template,

- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -

Select the BEST solution with confidence! This easily customized RFP template contains 3,978 HR, payroll time & attendance system selection requirements, enabling you to quickly identify your actual needs. Then simply delete what is NOT needed to quickly create an RFP reflecting your firm's specific needs.

RFP template available with a complete Response Evaluation toolset for comparing vendor RFP responses (vendor proposals) at the FUNCTIONAL, SUITABILITY, and FINANCIAL levels. Enjoy the benefits of detailed Vendor Response Analysis, Weighted Grade Score, Supportability Index, Side-by-Side Feature comparisons, and Financial Ratio Analysis. All to help you select the the BEST solution quickly and easily!

Vendor Response Analysis Ratios

Weighted Grade and Supportability Scoring

Visit the Response Evaluation Tab

Visit the HR, Payroll, Time & Attendance Web page.

Deliv

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Met

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Enha

ncem

ent C

ost

Impo

rtanc

e Le

vel

Vend

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Expl

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ions

http://www.infotivity.com/hr-payroll-ta-rfp.html

G1

Use "Vendor Explanation" to enter responses requiring a numeric answer or long explanations.

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Click where indicated in Column B to read all text.

$0.00

Response Analysis Ratio Descriptions(Return to Top)

The TOTAL of all Weighted Grade Scores calculated for each individual response in this RFP, other than those in the Vendor Global Issues and Pricing sections.
















IMPORTANT: These Columns Should Be HIDDEN and PASSWORD PROTECTED Before Distribution to Vendors!

Extremely accurate Weighted Grade Point and Suitability scores are calculated at the individual feature criteria level in this area of the RFP. A Weight value, also known as a Priority level, that indicates how critical a feature is to project success, can be assigned to each specific feature criteria in column L. A Raw Score is assigned to each of the possible vendor responses in columns M through U. The Weighted Score of a vendor response to a given RFP question is calculated by multiplying the Raw Score of the response selected by the vendor times the Weight assigned to that question and shown in the Weight column (I). . The Supportability Index is a measure of the RISK inherent in each vendor response. For example, a feature or function supplied as Fully Supported (FS) "out of the box" presents musch less risk than one supplied as a "Free Enhancement" or "3rd Party" product. A vendor proposal that has a large number of features supplied as "Paid or Free Enhancements' and "Reporting Tool" has a much higher RISK of not ever getting done or working properly, thus impacting its true productivity and ROI. The Supportability Index measure this Risk, and is automatically calculated based on vendor responses similar to the Weighted score. PLEASE NOT: These Calculations are Totally Seperate from the Importance Level in Column F.

See "Documentation" for More Weighted Grade Scoring Details

See "Documentation" for More Supportability Index Scoring Details

WEI

GHTE

D SC

ORE

Supp

orta

bilit

y

Inde

x

WEI

GHT

(Prio

rity)

Full

Supp

ort

System Name Display

0.00 0.00 1.000.00 0.00 1.000.00 0.00 1.000.00 0.00 3.00

0.00 0.00 7.00

0.00 0.00 1.000.00 0.00 1.000.00 0.00 1.000.00 0.00 3.00

0.00 0.00 7.00

0.00 0.00 1.000.00 0.00 1.000.00 0.00 1.000.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 5.00

0.00 0.00 1.000.00 0.00 1.000.00 0.00 1.000.00 0.00 3.000.00 0.00 5.00

0.00 0.00 2.00

0.00 0.00 2.00

0.00 0.00 2.00

0.00 0.00 1.000.00 0.00 1.000.00 0.00 1.000.00 0.00 2.000.00 0.00 3.000.00 0.00 5.000.00 0.00 7.00

0.00 0.00 1.00

0.00 0.00 2.00

0.00 0.00 3.00

0.00 0.00 5.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.000.00 0.00 1.000.00 0.00 1.000.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.000.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

1.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.000.00 0.00 1.000.00 0.00 1.000.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.000.00 0.00 1.000.00 0.00 1.000.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.000.00 0.00 1.000.00 0.00 1.00

0.00 0.00 1.000.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.000.00 0.00 1.000.00 0.00 1.00

0.00 0.00 1.000.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.000.00 0.00 1.000.00 0.00 1.000.00 0.00 1.000.00 0.00 1.000.00 0.00 1.00

0.00 0.00 1.000.00 0.00 1.000.00 0.00 1.000.00 0.00 1.000.00 0.00 1.000.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.000.00 0.00 1.000.00 0.00 1.000.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.000.00 0.00 1.000.00 0.00 1.00

0.00 0.00 1.00

0.00

0.00 0.00 1.000.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.000.00 0.00 1.000.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.000.00 0.00 1.000.00 0.00 1.000.00 0.00 1.000.00 0.00 1.000.00 0.00 1.000.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.000.00 0.00 1.000.00 0.00 1.000.00 0.00 1.000.00 0.00 1.000.00 0.00 1.000.00 0.00 1.00

0.0 1

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00 0.00 1.00

0.00

System Name Display

TOTALS: 1.00 0.00

IMPORTANT: These Columns Should Be HIDDEN and PASSWORD PROTECTED Before Distribution to Vendors!

Extremely accurate Weighted Grade Point and Suitability scores are calculated at the individual feature criteria level in this area of the RFP. A Weight value, also known as a Priority level, that indicates how critical a feature is to project success, can be assigned to each specific feature criteria in column L. A Raw Score is assigned to each of the possible vendor responses in columns M through U. The Weighted Score of a vendor response to a given RFP question is calculated by multiplying the Raw Score of the response selected by the vendor times the Weight assigned to that question and shown in the Weight column (I). . The Supportability Index is a measure of the RISK inherent in each vendor response. For example, a feature or function supplied as Fully Supported (FS) "out of the box" presents musch less risk than one supplied as a "Free Enhancement" or "3rd Party" product. A vendor proposal that has a large number of features supplied as "Paid or Free Enhancements' and "Reporting Tool" has a much higher RISK of not ever getting done or working properly, thus impacting its true productivity and ROI. The Supportability Index measure this Risk, and is automatically calculated based on vendor responses similar to the Weighted score. PLEASE NOT: These Calculations are Totally Seperate from the Importance Level in Column F.

RETURN TO TOPSee "Documentation" for More Weighted Grade Scoring Details

See "Documentation" for More Supportability Index Scoring Details

Full

Supp

ort

Paid

Enh

ance

men

tFR

EE

Enha

ncem

ent

Not S

uppo

rted

Conf

igur

atio

nRe

port

Tool

Yes

No 3rd

Party

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0 0 0 0 0 0 0 0 00 0 0 0 0 0 0 0 00 0 0 0 0 0 0 0 00 0 0 0 0 0 0 0 0

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.000.00

0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00

0.00

1.00

0.00

0.00

0.00

0.00

0.000.000.000.00

0.00

0.000.000.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00

0.00

0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.000.000.00

0.000.00

0.00

0.00

0.00

0.00

0.00

0.00

0.000.000.00

0.000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00

0.00

0.00

0.00

0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.000.000.000.000.000.00

0.000.000.000.000.000.00

0.00

0.00

0.00

0.000.000.000.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.000.000.00

0.00

0.000.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.000.000.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.000.000.000.000.000.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

Vendor References

Current Users:USER # 1

Organization NameContact NameTitleAddressAddressEmailPhone Number

USER # 2Organization NameContact NameTitleAddressAddressEmailPhone Number




Please enter the contact data for organizations who have contracted with your firm to provide software systems similar to the one you are proposing . Include five current customer references, of which at least two must be in the same industry as the Customer. The Customer reserves the right to contact any of the references. Completion of this section is mandatory for advancement.

Vendor References

Current Users:USER # 1

USER # 2

USER # 3

USER # 4

USER # 5

Please enter the contact data for organizations who have contracted with your firm to provide software systems similar to the one you are proposing . Include five current customer references, of which at least two must be in the same industry as the Customer. The Customer reserves the right to contact any of the references. Completion of this section is mandatory for advancement.

Accurately evaluate Vendor RFP Responses (proposals) with the wide array of vendor RFP Response evaluation and comparison tools included with this RFP Master Template, as illustrated below. Preparing the RFP is only 30% of the work, the other 70% is evaluating the resulting vendor responses to identify the best one for your needs. This RFP Master Template includes facilities to automatically analyze a vendor response in terms of Suitability, Supportability, and Risk, all to provide you with the best information for making your acquisition. REDUCE System Evaluation Time, INCREASE Evaluation Accuracy, and STREAMLINE System Implementation !

"APPLES-to-APPLES" COMPARISON of vendor RFP responses (proposals) is assured by extensive use of quantitative RFP questions and full vendor response validation. Compare proposed system software features side-by-side faster and more accurately with the fully automated Color Comparison Chart™ matrix included with this RFP at no extra charge. Click thumbnail on left to view a typical Sice-by-Side comparison.

AUTOMATED WEIGHTED GRADE POINT SCORING is a quantitative measure of how well a proposed software system matches up to your business priorities. This graph compares the overall total scores for each proposed system. This Score is based on all vendor responses except Pricing and Vendor Background. Click thumbnail on left to view a sample 3-D Bar Chart comparison here.

FEATURE DELIVERY METHODS - This graph compares HOW each vendor is planning to deliver the proposed system. The bars show how much of each competing system is going to be delivered Fully Supported "out-of-the-box", how much will be delivered using the Report Writer, a Configuration option or 3rd Party product, and how much is dependant on Custom Programming & Scripting. Click thumbnail on left to view a sample 3-D Bar Chart comparison here.

SUPPORTABILITY INDEX - A proposed software system could look very good on paper, but once implementation begins the reality could be very different. The ease with which a system can be implemented and maintained over it's expected life is controlled in large part by the amount of custom programming and scripting required to build & maintain the system. The Supportability Index is based on responses to Software System Features only. This graph compares the potential support effort inherent in each proposed system. Click thumbnail on left to view a sample full size.

SUPPORTABILITY INDEX:

ENHANCEMENT COST:

SUPPORTABILITY INDEX - A proposed software system could look very good on paper, but once implementation begins the reality could be very different. The ease with which a system can be implemented and maintained over it's expected life is controlled in large part by the amount of custom programming and scripting required to build & maintain the system. The Supportability Index is based on responses to Software System Features only. This graph compares the potential support effort inherent in each proposed system. Click thumbnail on left to view a sample full size.

OVERALL COMPARISON - This graph compares the total Weighted Score of each proposed system along with its Supportability Index and associated Vendor Profile. Use this when assessing the RISK of a proposed system and whether or not the system can indeed be implemented by the proposing vendor successfully. Click the thumbnail on left to view a sample full size.

VENDOR PROFILE SCORES - This graph compares a score measuring the background, expertise, capabilities, and other data collected in the Vendor Global Issues section of the RFP. The Vendor Profile Score provides a way of assessing the Capabilities PROFILE of a proposing vendor. Click the thumbnail on left to view a sample full size.

The RFP Master automaticall analyzes the vendor response to calculate the following Response Ratios. These ratios are very important since they provide a valuable quantitative insight into each vendor's response (proposal). For example, a proposal with a high Weighted Grade Score achieved through heavy customization has a much higher Risk factor than one with the same score based on its standard "out-of-the-box" features This will be reflected in both the "SUPPORTABILITY INDEX" and the "Percentage by CUSTOM CODE/SCRIPTING".

WEIGHTED GRADE SCORE:

The TOTAL of all Weighted Grade Scores calculated for each individual response in this RFP, other than those in the Vendor Global Issues and Pricing sections.A measure of the potential support effort required to maintain the system over its projected lifespan.


VENDOR PROFILE SCORE:


# YES Responses:

# NO Responses:

# THIRD PARTY Add-Ins:

# FULLY SUPPORTED Capabilities:



# NOT SUPPORTED Capabilities:



# FREE ENHANCEMENTS Proposed:


# PAID ENHANCEMENTS Proposed:


# CONFIGURATION OPTIONS Proposed:


# REPORTING TOOLs Proposed:



Percentage FULLY SUPPORTED:


Percentage by CONFIGURATION OPTION :


Percentage by CUSTOM CODE/SCRIPTING:


Accurately evaluate Vendor RFP Responses (proposals) with the wide array of vendor RFP Response evaluation and with this RFP Master Template, as illustrated below. Preparing the RFP is only 30% of the

work, the other 70% is evaluating the resulting vendor responses to identify the best one for your needs. This RFP Master a vendor response in terms of Suitability, Supportability, and Risk, all

to provide you with the best information for making your acquisition. System Evaluation Time, INCREASE Evaluation

RETURN TO RFP"APPLES-to-APPLES" COMPARISON of vendor RFP responses (proposals) is assured by extensive use of quantitative RFP questions and full vendor response validation. Compare proposed system software features side-by-side faster and more accurately with the fully automated Color Comparison Chart™ matrix included with this RFP at no extra

to view a typical Sice-by-Side comparison.

AUTOMATED WEIGHTED GRADE POINT SCORING is a quantitative measure of how well a proposed software system matches up to your business priorities. This graph compares the overall total scores for each proposed system. This Score is based on all vendor responses except Pricing and Vendor Background. Click thumbnail on left to view a sample 3-D Bar Chart comparison here.

This graph compares HOW each vendor is planning to deliver the proposed system. The bars show how much of each competing system is going to be delivered Fully Supported "out-of-the-box", how much will be delivered using the Report Writer, a Configuration option or 3rd Party product, and how much is dependant on Custom Programming & Scripting. Click thumbnail on left to view a sample 3-D Bar

- A proposed software system could look very good on paper, but once implementation begins the reality could be very different. The ease with which a system can be implemented and maintained over it's expected life is controlled in large part by the amount of custom programming and scripting required to build & maintain the system. The Supportability Index is based on responses to Software System Features only. This graph compares the potential support effort inherent in each proposed system. Click thumbnail on left to view a sample full size.

- A proposed software system could look very good on paper, but once implementation begins the reality could be very different. The ease with which a system can be implemented and maintained over it's expected life is controlled in large part by the amount of custom programming and scripting required to build & maintain the system. The Supportability Index is based on responses to Software System Features only. This graph compares the potential support effort inherent in each proposed system. Click thumbnail on left to view a sample full size.

This graph compares the total Weighted Score of each proposed system along with its Supportability Index and associated Vendor Profile. Use this when assessing the RISK of a proposed system and whether or not the system can indeed be implemented by the proposing vendor successfully. Click the thumbnail on left

- This graph compares a score measuring the background, expertise, capabilities, and other data collected in the Vendor Global Issues section of the RFP. The Vendor Profile Score provides a way of assessing the Capabilities PROFILE of a

Click the thumbnail on left to view a sample full size.

The RFP Master automaticall analyzes the vendor response to calculate the following Response Ratios. These ratios are very important since they provide a valuable quantitative insight into each vendor's response (proposal). For example, a proposal with a high Weighted Grade Score achieved through heavy customization has a much higher Risk factor than one with the same score based on its standard "out-of-the-box" features This will be reflected in both the "SUPPORTABILITY INDEX" and the

SAVING CHECKLISTS:

REQUEST FOR PROPOSAL TEMPLATES:

DEMONSTRATION SCRIPTS:

Copyright © Infotivity Technologies, Inc.

Infotivity Technologies, Inc.

OTHER RESOURCES AVAILABLE

Non-Mfg ENTERPRISE RESOURCE PLANNING - Identify problems in all organization processes for GL, AR, AP, Payroll, Purchasing, Inventory, Warehouse Management, Sales Order Processing, Job Cost, Quote Preparation, Point of Sale (POS), Time and Attendance (T&A)

RFP MASTER TEMPLATE LIST - Choose from a wide variety of Ready-to-Use RFPs and matching Vendor RFP Response (Proposal) evaluation matrices.

SYSTEM DEMO SCRIPT LIST - Choose from a wide variety of software demonstration scripts with full response scoring functions.

http://www.infotivity.com/initial-system-planning-justification.html

http://www.infotivity.com/rfp_template_db-gen1b.html

http://www.infotivity.com/software_demonstration_script.html

Distribution and use of this spreadsheet or any of it's contents for any purpose by any party not duly licensed by Infotivity Technologies, Inc. is prohibited.

SAVING CHECKLISTS:

REQUEST FOR PROPOSAL TEMPLATES:

DEMONSTRATION SCRIPTS:

Copyright © Infotivity Technologies, Inc.

Infotivity Technologies, Inc.

OTHER RESOURCES

Copyright © 1993 - 2007 Infotivity Technologies, Inc. & Gregory A. Lohr

Identify problems in all organization processes for GL, AR, AP, Payroll, Purchasing, Inventory, Warehouse Management, Sales Order Processing, Job Cost, Quote Preparation, Point of Sale (POS), Time and Attendance (T&A)

Choose from a wide variety of Ready-to-Use RFPs and matching Vendor RFP Response (Proposal) evaluation matrices.

Choose from a wide variety of software demonstration scripts with full response scoring functions.