Attachment A-DMS Proposal Document.docx
DOCX document 50 KB Posted
- Attached to
- Document Management System (DMS)
- Solicitation number
- 17 027
- Issued by
- Wisconsin
About this file
This is a vendor proposal document for RFP 17-030 issued by Walworth County, Wisconsin, for a Document Management System (DMS) procurement. The RFP, dated June 27, 2017, seeks software and implementation assistance for an enterprise-wide DMS to improve the county's records management, retention, indexing, workflow, document access, and retrieval capabilities across county departments. The proposal document serves as the template through which vendors must provide comprehensive responses to eligibility requirements and detailed questions regarding their qualifications, approach, and resources. Vendors are required to submit complete answers directly within the proposal document itself rather than referencing attached materials, with failure to comply potentially resulting in proposal disqualification.
The proposal document establishes that vendors must address seven key eligibility requirements, including identification of any subcontractors, distinctive competencies of their firm, data resources and staff expertise, primary working contacts and current workloads, potential conflicts of interest or contractual arrangements, and their detailed consulting approach for the county's situation. Critically, the RFP explicitly prohibits vendors from including any pricing information in this proposal document; all pricing must be submitted separately in a dedicated Cost Proposal Document, with non-compliance risking disqualification. The document does not specify response dates, bid due dates, bidder conferences, award dates, or contract term details within the provided content.
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Other files
| File | Type | Posted |
|---|---|---|
| Attachment B-DMS Cost Proposal.docx | DOCX document | |
| 2017 Document Management System-Final.docx | DOCX document | |
| Exhibit D-DMS Technical Checklist.docx | DOCX document | |
| 2017 Document Management System-Addendum 2 -Web Version.doc | DOC document | |
| 2017 Document Management System-Addendum 3 - Web Version.doc | DOC document | |
| 2017 Document Management System-Addendum 1 Web Version.doc | DOC document | |
| Exhibit C-DMS Functional Checklist.docx | DOCX document |
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Text version
ATTACHMENT A
VENDOR PROPOSAL DOCUMENT
RFP 17-030
Document Management System (DMS) Walworth County June 27, 2017
Name of Firm Proposing:
*Contact Name:
Phone Number:
Email Address:
*This should be the name of the individual that can provide clarifications on technical and pricing questions, additional information, etc.
NOTE: Proposers must provide answers to the following questions in the areas provided in this document. Proposers may provide additional documents; however, responses to the request and questions included in this document must be complete and must provide full answers and detailed information. Additional documents should not be used in place of responding to the questions herein; i.e. do not say “See attached” unless it is to further elaborate. For example, if in addition to providing references, you want to attach your entire client list as well, that would be acceptable.
Failure to comply with this requirement may result in disqualification of a proposal.
Proposers should not include any pricing information in the answers provided in this document. Pricing is to be included only in the Cost Proposal Document. Failure to comply with this requirement may result in disqualification of a proposal.
Eligibility Requirements: Listed below are the eligibility requirements. Confirm at a high level your eligibility by line item providing a brief description on how you meet the requirement. Detailed information is requested elsewhere in this document.
1. If you anticipate sub-contracting with anyone outside your organization, identify the party, their anticipated role in the project, and provide a resume for each party (i.e., actuarial services, financial/accounting services, legal counsel, other, etc…)
VENDOR RESPONSE:
2. Explain the distinctive competencies of your firm that you believe make your firm ideal to undertake this project.
VENDOR RESPONSE:
3. Identify the types of information the County would be required to provide to enable your organization to complete the scope of services.
VENDOR RESPONSE:
4. Describe the scope of the data resources you maintain that allow you to evaluate health care delivery systems in the client’s normal medical service area.
VENDOR RESPONSE:
5. Identify your staff resources and their areas of expertise that will be working directly with Walworth County. Identify the County’s primary working contact if you are awarded this proposal. List their current workloads and the number of clients you and your staff are responsible for.
6. Identify any contractual arrangements that may conflict with your role as an independent contractor for Walworth County or which may result in any monetary compensation related to county contracts.
VENDOR RESPONSE:
7. Describe in detail your approach to providing Walworth County general consulting services. What do you perceive as your role? How would you analyze the County’s particular situation, problems and needs?
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