Attachment_D_Submission_Forms_A-G_7.8_Word.pdf

Technical Submittal A: SaaS Proposer Profile

Proposer Organization Information

Legal Name:

Headquarters Location (City, State/Country)

Primary Business Address:

Website URL:

Year Established:

Ownership Type (Public/Private/Other):

Parent Company (if applicable):

Relevant Subsidiaries/Affiliates (if applicable):

Proposed SaaS Solution Identification

Name of Proposed ERP SaaS Solution:

Version / Platform (if applicable):

Brief Description of Solution (2-3 Sentences):

Primary Functional Areas Included (check all that apply):

Finance

Procurement

Inventory

HR

Other (Analytics/Reporting/Other Please Specify):

SaaS Delivery Model and Hosting

Deployment Model:

Multi-Tenant

Single-Tenant

Hybrid

Other (Describe):

Hosting Environment:

AWS

Microsoft Azure

Google Cloud Platform

Vendor-Owned Data Center

Other (Please Specify):

Primary Date Residency (Region/County):

Multi-Region / Failover Capability (Yes/No Brief Description)

Organizational Experience & Market Presence

No. of Years Providing ERP SaaS Solutions:

No. of Years Serving Public Sector Clients:

No. of Years Serving Transit/Transportation Agencies:

Total Number of Active ERP SaaS Customers:

Number of Public Sector Customers:

Number of Transit/Transportation Customers:

Customer Scale and Adoption

Total Estimated Active Users Across All Customers:

Largest Customer Size (Approx. Users)

Average Customer Size (Approx. Users or Employees)

SaaS Platform Operations

Service Availability SLA (%):

Typical Release Frequency:

Monthly

Quarterly

Biannual

Other (Specify):

Upgrade Model:

Vendor Managed Automatic Updates

Customer Controlled Updates

Other (Describe):

Disaster recovery Approach (Brief):

Security and Compliance

Certifications (Check all that Apply):

SOC 1

SOC 2

ISO 27001

FedRAMP

Data Security Approach (Very Brief):

Data Isolation Approach (Very Brief for Multi-Tenant):

Product Maturity and Roadmap

Current Platform Generation/Major Version:

Frequency of Major Enhancements:

Key Areas of On-Going Investment:

AI / Machine Learning

Automation

Analytics

Description of Roadmap (Very Brief):

AI and Advanced Capabilities (if Applicable)

AI/ML Capabilities Included in Base Platform (Brief):

AI/Agent-Based Features Available as Add-On (Brief):

General Pricing Model for AI Capabilities:

Included in Base

Subscription Add-On

Usage Based

Customer Support and Success Model

Support Availability:

24x7

Business hours

Support Channels (Check all that Apply):

Web Portal

Phone

Email

Chat

Customer Success Model (Brief):

Dedicated Account Management (Yes/No):

Implementation Partner Ecosystem

Approximate Number of Certified SI Partners:

Approximate Number of SI Partners w/Public/Transit Exp.:

Availability of Managed Services Partners (Yes/No):

Additional Information

Please use this space for any additional information (include pertinent information only, no marketing information):

Technical Submittal B: Partner / Third-Party Vendor Profile

Third-Patry Provider Information

Provider Name:

Product/Component Name:

Primary Function within Proposed Solution (Brief Description):

Integration with Proposed SaaS Solution

Type of Integration:

Native / Embedded

API-Based

Third-Party / Middleware

Level of Dependency on Third-Party Component (Brief):

Functional Scope

Key Functional Areas Supported (e.g., Procurement, Analytics):

Related Functional Requirements Areas (to Tech. Submittal F):

Licensing and Responsibility

Licensing Model:

Included in Proposer Pricing

Separate Licensing Required

Contracting Approach:

Through Proposer

Direct with RTD

Support and Accountability

Support Responsibility:

Proposer

Third-Party Provider

Shared

Brief Description of Support Model (If Shared):

Technical Submittal C: Client Reference

COMPLETE ONE FORM FOR EACH OF THE THREE PAST PROJECT REFERENCES

MOST CLOSELY REFLECT RTD S SAAS SCOPE OF SERVICES

GENERAL BACKGROUND

Name of Client:

Project Manager/Contact: Title:

Phone: E-mail:

ERP Software/Version:

Project Title: Project Cost:

Size of Organization (Employees): Size of Operating Budget:

SaaS Vendor Contact:

ERP SAASFUNCTIONAL SCOPE (ONLY CHECK MODULES THAT WERE SERVED AS SAAS BY THE PROPOSER)

Accounts Receivable Accounts Payable Budgeting

General Ledger/COA Treasury/Debt Management Fixed Assets

Grants and Capital Accounting Procurement/Purchasing Contract Management

HR Personnel/Records Benefits Administration Talent Acquisition

Learning Management Incident Management Time Keeping

Payroll Project Planning/Monitoring/Co. Self-Services (Emp. &Vendor)

Business Intelligence (BI) ERP AI Enablement Data Archival/Retrieval/Warehouse

Integrations w/EAM/PMIS/Other Inventory Management Warehousing

TECHNICAL SCOPE IT DEPLOYMENT & MANAGED SERV. (ONLY CHECK MODULES THAT WERE IMPLEMENTED SUCCESSFULLY)

Enterprise Architecture & Ops. ISO 27000+/SOC 2 Compliance System Performance/Availability

General Reporting/Queries Interfaces/Integration Data Structure/Storage

Workflow Management SaaS Application Admin. SaaS Infrastructure Mgmt.

SaaS Production/User Support SaaS Service Levels Mgmt. SaaS Cyber Security

SaaS ITSM/ITIL Standards SaaS Disaster Recovery/BC SaaS from FedRamp Facility

OTHER INFORMATION

Date of Go-Live (If Implemented):

Current version:

Provide Details on Current SaaS and, if any, Application Managed Services (Post Go-Live) If under contract:

Type of Implementation Deployment Model & On-Going Managed Services (Check all that apply):

On-Premises Hosted Service Managed Service SaaS

Any Other Information (Please use this Space):

Technical Submittal D: Financial Qualifications

PROVIDE THIS INFORMATION FOR SAAS PROPOSER AND KEY PARTNERS

<< PROPOSER TO PROVIDE THIS INFORMATION IN ITS OWN FORMAT >>

Technical Submittal E: Legal Disclosures

Technical Submittal F: ERP Functional Requirements

RTD PROVIDED THIS SUBMITTAL IN SEPARATE EXCEL FILE

FOLLOW INSTRUCTIONS IN THE EXCEL FILE

Technical Submittal F.1 SaaS Non- Functional Requirements

RTD PROVIDED THIS SUBMITTAL IN SEPARATE EXCEL FILE FOLLOW

INSTRUCTIONS IN THE EXCEL FILE

Technical Submittal G: SaaS and Other Agreements/Documents