RFP_Evaluation_Tools.xlsx

This RFP evaluation tools document supports SUNY Old Westbury's procurement of an integrated institutional planning, budgeting, assessment, and accreditation platform. The University seeks a secure, cloud-based software solution that consolidates strategic and operational planning, budget development and resource allocation workflows, outcome assessment and program review, accreditation and compliance evidence management, KPI tracking, performance dashboards, cross-unit reporting, and institutional data alignment capabilities. The platform must support institution-wide deployment across academic and administrative units and enable coordinated, multi-level planning processes that align with MSCHE accreditation standards and regulatory reporting requirements. The platform must be configurable and customizable rather than template-based, with the ability to adapt to Old Westbury's governance structures and planning frameworks.

The evaluation framework utilizes a weighted scoring rubric across nine categories: Functional Fit (20%), Configurability (15%), Training & Support (15%), Integration Capability (10%), Security & Compliance (10%), Implementation Approach (10%), Reporting & Dashboards (10%), Data Migration (7%), and Vendor Experience (3%). Mandatory requirements include strategic goal hierarchy support, KPI and action tracking, budget request workflows, outcome and measure tracking, accreditation standards evidence mapping, role-based dashboards, API data exchange, SSO authentication support, and historical data import capabilities. Desirable features include scenario modeling, predictive analytics, and benchmark data feeds. The evaluation matrix assesses vendor compliance across functional domains including strategic planning, budget workflows, assessment tracking, accreditation evidence mapping, dashboards, SSO, APIs, data migration, and training delivery, with scoring on a scale of 1-5 for each weighted category.