Scope of Work Mount Rogers RFP Fleet Management and GPS Telematics Solution.xlsx

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Mount Rogers Community Services is seeks proposals from qualified providers of Fleet Management Software to include: tracking devices and peripherals.
Solicitation number
RFP-127608
Issued by
York County, Virginia

About this file

This is a Scope of Work document for a Request for Proposals issued by Mount Rogers Community Services (MRCS), a Virginia-based organization seeking a comprehensive fleet management and GPS telematics solution. MRCS is requesting proposals from qualified vendors to provide integrated software and hardware capable of tracking and managing a fleet of approximately 200-225 vehicles with employee user licenses. The solution must encompass real-time vehicle telemetry, GPS tracking with data points every 5 seconds, telematics hardware with 4G LTE and dual-SIM connectivity, electronic logging devices (ELDs), dash cameras, asset tracking, and mobile applications for both drivers and administrators across iOS and Android platforms. The Scope of Work outlines extensive functional requirements including vehicle parameter monitoring (fuel level, tire pressure, battery voltage, engine diagnostics), support for light-, medium-, and heavy-duty vehicles including electric vehicles, and integration capabilities with payroll, HR, dispatch, ERP, and fuel management systems. Additional requirements encompass routing and optimization, maintenance scheduling, parts inventory management, driver training and compliance tracking, Hours of Service (HOS) compliance for both US and Canada, Driver Vehicle Inspection Reports (DVIR), and comprehensive reporting and analytics capabilities.

The pricing structure requires vendors to submit detailed cost breakdowns organized by annual licenses (fleet and employee users), software modules (base and add-ons), third-party integrations, annual support and training expenses, and one-time implementation fees with both first-year and five-year total cost projections. The solution must meet specific security and technical standards including SOC2 Type 2 certification, SSL encryption with 256-bit AES, TLS 1.2 protocols, FIPS 140-2 compliance, and support for Single Sign-On (SSO) via Microsoft Entra ID and SAML. Vendors must demonstrate experience with nonprofit and community services organizations, particularly Virginia Community Services Boards (CSBs) or similar state-funded behavioral health, disability, and substance abuse organizations, and provide references from comparable-sized organizations with $50 million or greater budgets. The vendor information sheet requests details on years in business, customer industry experience, implementations completed within the past 12 months, support and training options at various service levels, implementation timelines from contract signing to go-live, and documentation on experience with Virginia Community Services Boards or equivalent state-funded organizations.

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Requirements

Mount Rogers Community Services
Software/Hardware Requirements
How achieved? B= base module; A= add-on module (list name of module and make sure it is included in the pricing by name); T= third-party add-on (list name of application and make sure it is included in the pricing by name)Name of add-on module or third-party application OR mentionable advantage/disadvantage of software re: requirement
RequirementMethodNotes
Technology, Integration & Security
Is there a mobile app for drivers to upload required documentation and check compliance status?
Can the solution integrate with payroll, HR, or dispatch systems (via APIs or other methods)
Data privacy policies
Backups and contingencies for server outages
Mobile access
Protection from denial of service attacks
Describe your technical support services
24/7 Support via phone, email, and chat
Technical support documentation
Dedicated customer success manager
SOC2 Type 2 Security Certification
No Default Passwords or Debug Modes
All communications secured by SSL with 256-bit AES encryption
TLS 1.2 protocols
FIPS 140-2 compliant encryption standards
Redundant hosted software service
Hardware runs digitally signed firmware
Support for SSO
Functional Requirements
Real-time vehicle telemetry (position, engine status and diagnostics update continuously, in real-time) with GPS data-points every 5 seconds
Ability to monitor vehicle parameters (Battery voltage, mileage, engine hours, fuel level, fuel consumption, DEF level, seatbelt, fault codes, tire pressure, oil pressure, idling, power take-off)
Automatic detection, decoding and alerting of diagnostic trouble codes
Ability to track light-, medium-, and heavy-duty vehicles
Ability to track electric vehicles (Ability to track electric vehicles (State of Charge (SOC), kWh and MPGe.)
Ability to self-install
FMCSA certified Electronic Logging Device
Automated real-time device health monitoring and reporting
Automatic over-the-air firmware updates
Automatic GPS pairing of telematics equipped trailers to telematic equipped vehicles.
Interoperability across vehicle telematics, asset telematics, and dash cams
Technical Requirements
Minimum of 4G LTE cellular connectivity with dual-SIM card functionality
Support for the FirstNet cellular network for first responders and public utility supporting fleets.
Dual-band GNSS compatible with both GPS and GLONASS satellite constellations
Integrated 6 axis accelerometer enabling harsh event detection
Bluetooth 5.1 accessory support
Ability to store HOS, Trip and Harsh event data (Cache) when outside of cellular coverage and forward data when connectivity is restored
Support for OBD-II, J1939 and J1708
Up to four available USB ports capable of powering and charging accessory devices (up to 2A at 5V)
Support for both 12V and 24V vehicle systems and up to 36V for Assets
2 built-in digital auxiliary inputs (with expansion up to 10)
Accessory Hardware
Available integrated road and dual-facing dash cameras
Available integrated asset tracking
Available integrated engine immobilizer
Available integrated panic button
Available ID card reader
Available Integrated wireless Driver ID token
Available integrated diagnostics hub (Single Wire CAN, ISO 9141, ISO 14230, KWP200, J1850 VPW and PWM, and 2 Additional High-Speed CAN lines)
Microsoft Entra ID SSO
Driver Efficiency & Communication
Support for time-on-site reporting
Support for reporting on co-location of supervisors with work crews
Ability to monitor & report on safe/efficient driving behaviors (Idle time, stop time, breaking, acceleration, speeding, cornering / swerving, high torque, over speed, green band, cruise control activation, anticipation)
Ability to monitor & report on idling without PTO engaged
Ability to support two-way messaging between drivers and dispatch
Ability to support text to speech messaging while vehicle is in motion, to keep drivers safe
Routing & Dispatch
Ability to dispatch drivers in real time
Ability to update dispatches and routes
Ability to alert on vehicle movement outside of an expected route
Ability to configure route stop arrival alerts
Support for route planning and optimization
Support for real-time dispatch of closest vehicle
Ability to determine if fleet vehicles were near a location at a historical point in time
Reporting on planned vs. actual performance in route execution
Ability to support both automated & manual route tracking
Configurable automated route tracking parameters; ability to define tracking windows and on-time performance
Ability to share live ETAs (Internally and Externally)
Workflows
Ability to define configurable workflows for drivers to follow. (Start of Day, End of Day and at Route Stops)
Ability to define custom DVIR templates for different vehicles/equipment in our fleet
Ability to create custom driver documents available in the driver app (Ex. Bill of Lading, Fuel Receipt, Proof of Delivery)
For Custom Driver Documents, the ability to create any type of field (Ex. Text, Multiple Choice, Photo, Bar Code, Scan Document, e-signature)
For Custom Driver Documents, the ability to capture advanced data types, including e-signatures and barcodes
Ability to add custom buttons to launch custom app and or websites from the Driver Application
API & Integrations
Extensive marketplace of 3rd-party integrations?
Does your solution integrate with UKG? Please list.
Does your solution integrate with Netsuite? Please list.
Does your solution integrate with Fuel Management solutions? Please list.
Does your solution integrate with Compliance solutions? Please list
Does your solution integrate with Routing/Dispatch solutions? Please list.
Does your solution integrate with Navigation solutions? Please list
Does your solution integrate with Supply Chain solutions? Please list.
Does your solution integrate with Tire Monitoring. solutions? Please list
Does your solution have prebuilt OEM Integrations? Please list
Does your solution integrate with Maintenance solutions? Please list.
Asset management integrations such as ESRI and AssetWorks
Publicly documented REST-based API
Can the raw data be exported for internal dashboard solutions?
AI Assistant
Integrated AI Assistant
AI models are used to power the AI Assistant
Can AI Assistant be disabled?
Does the AI Assistant respect user permissions and data access controls?
Is data privacy and security enforced in the AI Assistant?
AI Assistant use cases
AI Assistant roadmap
AI capabilities/features/functionality - please provide listing and description of each not already discussed.
Planning & Scheduling Requirements
Support intuitive work assignment functionality
Enable flexible rescheduling of tasks to accommodate emergent situations or changes in operational priorities
Maintenance Requirements
The system shall support automated scheduling of maintenance events based on key operational metrics
Able to display relevant part and filter information within the preventive maintenance (PM) inspection checklist
Provide real-time visibility into in-house maintenance parts inventory across all locations
Repair Requirements
Support the configuration of standard job times for common repair and maintenance tasks
Track the actual start and finish times of repair jobs in real time
Provide real-time visibility into in-house repair parts inventory
Support comprehensive tracking and classification of break-fix maintenance activities
Warranty & Recall Requirements
Support the tracking and submission of warranty claims to recover costs associated with covered repairs
Integrate with OEM systems to retrieve and manage warranty recall notices and safety bulletins
Support the identification and management of warranty-eligible work, including cost tracking and variance analysis
Parts Inventory Management Requirements
Provide real-time visibility into physical parts inventory at all garage sites and the central storeroom
Support automated parts reordering based on predefined minimum and maximum inventory levels
Accommodate various units of measure for inventory items
Support a variety of methods for ordering materials
Support the transfer of inventory parts between garage sites and the central storeroom
Support the creation and management of parts kits for common maintenance tasks
Allow users to pull a comprehensive parts master list
Display the cost of inventory items on the parts master list
Support the addition and tracking of non-vehicle items in inventory
Support storage and retrieval of documentation and diagnostic data related to parts and repairs
Timekeeping Requirements
Integrate seamlessly with HR Payroll System to ensure accurate and timely payroll processing
Client Engagement Requirements
Support scheduling of vehicle service appointments and sending notifications to clients
Provide real-time status updates to clients regarding their vehicle service
Provide the clients with secure access to their vehicle’s service history
Vendor Management Requirements
Support tracking of all repairs and maintenance services performed by external vendors
Track repairs and maintenance performed by vendors at SCE facilities
Track all parts and labor expenditures associated with vendor services
Track vehicle downtime associated with vendor repairs and maintenance
Financial Requirements
Integrate seamlessly with ERP to consolidate data related to repairs, parts, and labor
Support real-time tracking of all costs associated with fleet maintenance
Generate detailed reports that break down maintenance costs by category
Provide clients with secure access to a portal displaying detailed repair and parts cost information
Support allocation of maintenance costs to specific vehicles or departments
Maintain a comprehensive history of all repairs and parts used for each vehicle
Ensure all repairs and parts replacements are compliant with industry standards and warranty requirements
Reporting Requirements
Do you meet VADRPT (Virginia Department of Rail and Public Transportantion) requirements?
Provide both standard and customizable dashboard reports to support operational visibility and decision-making
Support ad hoc reporting to allow users to generate custom reports on demand
Allow users to generate a full parts master list across all locations
Provide visibility into the cost of inventory items
Track and report on mechanic productivity
Track second repairs and repair quality issues
Track and report on vehicle downtime
Support reporting on work scheduling and prioritization
Provide calendar views for work assignment
Capture and maintain records of equipment-specific training completed by employees.

The system must:

- Log training sessions by equipment type and employee.

- Track training completion dates and renewal requirements.

- Support reporting for compliance and audit purposes Track employee qualifications and certifications, including specialized credentials such as opacity testing and boom operation.

The system must:

- Store certification types, issue dates, and expiration dates.

- Alert supervisors of upcoming expirations.

- Support filtering and reporting by certification type or employee role.

Track Automotive Service Excellence (ASE) certifications for technicians.

The system must:

- Record ASE certification types, levels, and expiration dates.

- Notify users and supervisors of upcoming renewals.

- Support reporting by certification status and technician.

Interface with SCE’s legacy corporate training system to ensure continuity of training records.

The system must:

- Import training data including course names, completion dates, and certification status.

- Track expiration dates and critical renewal deadlines.

- Allow upload of third-party training records and certificates.

- Generate alerts for critical dates such as expirations or mandatory refreshers.

Does the platform support pre-built and custom course creation?
How are training assignments triggered?
Do drivers have mobile access, and is progress tracked?
Does the solution support AI or incident-based personalized training?
What integrations are available?
What content types are available? Can we upload our own media?
Does the platform support all workers (not just drivers)?
Vehicle Maintenance Reporting Standards (VMRS) Code Requirements
Support the use of VMRS (Vehicle Maintenance Reporting Standards) codes to classify and track all parts inventory. Each part entered be associated with a valid VMRS code to enable standardized reporting, benchmarking, and analysis across all garage locations
Support the classification and tracking of labor activities using VMRS (Vehicle Maintenance Reporting Standards) codes. Each labor entry, whether for preventive maintenance, repairs, inspections, or diagnostics must be associated with a valid VMRS code to ensure consistency in reporting, benchmarking, and performance analysis
Automated Notification
Support automated notifications and email alerts triggered by specific events or data conditions
Automatically notify drivers when maintenance on their assigned vehicle is complete
Conversion Requirements
Support the migration of historical maintenance records from existing system into the new system
Support the digitization and integration of garage records
Include a clearly defined scope for historical data conversion
Fleet Asset Management Requirements
Support the end-to-end process of acquiring new fleet assets
Support fuel tracking and allocation without relying on fuel cards
Manage driver profiles and assignments
The fleet management system shall reflect organizational hierarchy for reporting and access control
Support strategic planning for vehicle replacement
Manage leased vehicles and equipment
Support the sale and remarketing of retired fleet assets
Support comprehensive data management for all fleet assets
Reporting and Training
Easily added fields to existing reports
Robust canned reporting capabilities across all modules
Drilldown to detail from reports
Reports exportable to multiple formats (PDF, Excel, Word, csv, etc.).
Scheduled standard reports can be emailed from system to non users
Available training resources such as live training and step-by-step videos
Provide a location-based activity report to help gain visibility into the efficiency of the fleet and investigate customer detention time and unauthorized driver use of vehicles.
Provide a report that compares actual co-location time spent (by supervisor) versus a specified goal.
Provide a report that compares the performance of your fleet in areas of Safety, Speeding, and Efficiency relative to similar fleets.
Time Tracking and Labor Cost Allocation
What is the recommended cutover strategy (parallel run, big bang, phased by module)? Describe risks and mitigations for each.
Custom Record and Object Capabilities
Does the platform include native time tracking where employees can log hours against specific grants, projects, programs, or funding sources with approval workflows and direct cost allocation — or is a third-party time tracking system required?
Physical Asset Tracking
Can administrators create entirely new record types (beyond standard options) with custom fields, forms, sublists, workflows, and role-based access — without custom development or vendor professional services? Provide examples of custom record types created by other nonprofit customers.
If the organization tracks equipmentacross multiple locations — does the platform include native inventory or asset tracking capabilities, or is a third-party system required?
GPS tracking and geo fencing
Can tracked items be associated with specific locations for cost allocation?
Vehicle Maintenance
Ability to create custom preventative maintenance schedules triggered on time, mileage and/or engine hour intervals
Ability to track maintenance actions per vehicle
Ability to identify and alert fault codes on vehicles
Ability to review the fault code history for a vehicle
Ability to alert on low vehicle DEF level
Fuel & Energy
Support for reporting on electric vehicles including display of current state of charge, battery health, and charging status
Support for reporting on fuel efficiency and estimated carbon emissions
Support for reporting on driver efficiency beyond miles per gallon (including coasting, idle time, anticipation, cruise control use, Green band, Overspeed and High Torque)
Ability to provide recommendations for fleet electrification. Including (Lifetime usage,Average daily range, Estimated annual fuel savings,Max range and Estimated annual emissions saved)
Ability to alert on low vehicle fuel state
Support for Yearly & quarterly IFTA filings in a report or API
Ability to detect fraudulent fuel purchased within the platform and API integration with Fuel Card vendors
Vehicle Utilization
Support for utilization reporting
Ability to alert on unexpected vehicle or asset movement
Support for time-on-site reporting
HOS/ELD
Support for Hours of Service (HOS) for both US and Canada
Support for 16-Hour Short Haul Exemption - 391.1(o)
Support the ability to auto-switch out of 16-hour
Support for USA Adverse Driving Exemption (USA) 395.1(b)(1)
Support for the Canadian Short-Haul Exemption
US ELD functions meet all FMCSA Part 395 logging requirements
Compliance dashboard summarizing HOS violations and unassigned driving segments
Automatic recommendation of driver assignment for unassigned driving segments based on facing driver facial camera image.
Automatic annotation of unassigned segments for non-driver yard moves
Support allowing dispatch or driver to designate vehicle as regulated or unregulated
Support multiple DOT #'s for both driver or dispatch switching
Provide Driver-friendly yard move behavior
Provide the ability to un-accept claimed drive time
Provide a report for HOS Diagnostic and Malfunction problems
Provide the ability to lock drivers on the HOS dial screen while moving.
Provide the ability to customize standard log remarks
Driver Vehicle Inspection Reports
Support for Driver Vehicle Inspection Reports (DVIR), including photos
Supports customization of DVIR templates for different groups of vehicles
Notification of missing driver vehicle inspection reports
Is there a ability to automate an accident report?
Ability to alert on DVIR defects for both unsafe and safe to drive status
Administrator Requirements
Ability to access dashboard from web browser
Ability to access dashboard from native IOS or Android mobile app.
Tag-based structure to create hierarchical groups of users and assets to allow for flexible administration of sub-organizations
Ability to assign attributes to objects
Customizable user roles and permissions settings
Configurable driver/employee apps
Configurable driver/employee workflows
Configurable vehicle types, reports, and alerts
Ability to set condition-based alerts
Customizable geofences
User management with email verification, authentication audit logs, and two-factor authentication
Customizable data retention policies
Ability to brand dashboard by adding custom logo
Support for SAML/SP with JIT for administrative login.
Support for SAML/Idp for Driver login
Cloud-based Dashboard
Cloud-based fleet management tool
Support for Time and Attendance
Support for Non-ELD time tracking
Retention of all data for lifetime of the account, with ability to adjust default retention policy
Ability to layer custom overlay objects to the map
Integrated real-time weather map overlay
Weather Radar
Wind speed
Snowfall
Thunderstorm Risk
Temperature
Weather threats and public incidents
Real-time view of weather threats and public incidents
Integrated real-time traffic map overlay
Support for SMS, email and webhook alerts
Ability to export reports to .csv and PDF
Provide a reporting platform that allows customers to be able to create reports for an expanded dataset within the platform
Ability to schedule reports for distribution
Platform-wide search capability on VIN, driver name, serial & unit number
Ability to show activity in the dashboard
Ability to access training in the driver portal
Mobile Applications
Driver application (iOS and Android)
Available Installer mobile application (iOS and Android)
Fleet management application (iOS and Android) with integrated messaging, vehicle telematics, safety event review
Support for real-time two-way messaging between drivers and fleet managers
Support for both iOS and Android devices
Automatic over-the-air upgrades
Full feature-set within mobile app
Ability to add custom tiles to the driver app home screen
Ability to provide access to training in the mobile application
Navigation & Routing
Ability to generate both pre-planned and on-the-fly optimized routes.
Ability to simultaneously optimize routes for a fleet of vehicles with varying capacities and constraints.
Provides various optimization algorithms which allow the user to specify an optimization goal
Ability to distribute stops and workload equitably among drivers
Optimization for routes that start and end at a central depot.
Support for both pick-up and delivery operations within the same route.
Ability to model different routing scenarios and analyze their impact.
Easy to learn and navigate for dispatchers and planners.
Interactive map interface for visualizing routes, stops, and vehicle positions.
Easy modification of routes and stop sequences.
Ability to build route templates or territories
Ability to tailor the display to individual user preferences.
Evaluate customer data and determine the most efficient planned (strategic) routes.
Evaluate customer data and determine the most efficient territories for routing purposes
Based on customer’s ordering habits, determine the best delivery days to balance the volume throughout the week.
Reports and Analytics
Pre-built reports on route efficiency, driver performance, mileage, fuel consumption, on-time performance.
Ability to create ad-hoc reports based on specific needs.
Visual representation of critical metrics.
Trends and insights over time.
Export data to various formats (e.g., Excel, CSV).
Integration Capabilities
Robust and well-documented API for integration with existing systems.
Ability to integrate with ERP systems for customer data and order management.
Seamless import of orders and delivery requirements.
Architecture and Scalability
Preferred for ease of deployment, maintenance, and scalability.
Ability to handle anticipated growth in fleet size, number of stops, and users.
Single Sign-On (federated login), robust data security measures, compliance with relevant industry standards (e.g., GDPR, HIPAA if applicable).
Guaranteed uptime and disaster recovery plan
Support and Training
Dedicated project manager, implementation plan, and timeline.
Comprehensive training for dispatchers, drivers, and administrators.
Availability (hours, days), response times, multiple contact channels.
Comprehensive user manuals, technical guides, and FAQs
Information on release cycles and new features.
Route Execution
Seamless integration with existing or proposed GPS tracking devices
Monitor actual vs. planned route progress.
Notifications for delays, missed stops, or deviations from planned routes.
Define geographical boundaries and receive alerts upon entry/exit.
Dynamic updates to ETAs for customers and internal teams.
Driver App
Turn-by-turn navigation based on optimized routes.
Proof of Delivery/Service via digital data capture
In-app messaging between drivers and dispatch.
Functionality even without constant internet connectivity.
Ability for drivers to update their status (e.g., arrived, departed, completed).
HOS Tracking for ELD

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Vendor info sheet Vendor Information Sheet

Directions: Enter information about your organization as it relates to the software focused on in this RFI.

Provider Name
Location
Years in Business
Customer Industry Experience
Customers specific to the software platform (do not include other software platforms firm reps)
Implementations completed within last 12 mths specific to the software for this RFI (do not include other software platforms firm reps)
Support Plan options (VAR and software levels)please provide different service levels and price structure
Training options (VAR and software levels)please provide standard options - is it an online training course or library?
Nonprofit and community services board (CSB) specific experienceDescribe experience with Virginia Community Services Boards or similar state-funded behavioral health/disability/substance abuse organizations.
Reference customersProvide 2-3 references of similar size ($50M+ budget) nonprofit or government-funded human services organizations currently on the platform.
Implementation timelineProvide estimated timeline from contract signing to go-live for an organization of this size and complexity.

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Cost breakdown

Vendor Software Cost Breakdown
Directions: Fill in all grey cells to detail out elements of package costs. If any add-on modules or third party software packages are needed to complete functionalities, please detail names and costs in the provided areas.
QuantityAmountTotalNotes
ANNUAL LICENSES
Fleetestimated200-225
Employee users*- 0*Please define what this means.

Total User Expense - 0

Software
Base Module
Add-on modules*- 0*All should be indicated within the requirement matrix. Any documentation to describe modules should be provided.
Third Party Name- 0Enter name of 3rd party software and estimated cost.
Total Software Expense- 0

TOTAL ANNUAL LICENSE - 0

ANNUAL SUPPORT
Support- 0Detail should be on vendor info sheet
- 0
Training expense or subscription- 0

TOTAL ANNUAL SUPPORT - 0

TOTAL ANNUAL SUBSCRIPTION - 0

ONE-TIME IMPLEMENTATION
Implementation Partner FeesHoursRate
First Year Total Cost- 0
Five Year Total Cost- 0
Add-on module 1
Add-on module 2
Add-on module 3
Add-on module 4
Add-on module 5
- 0

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