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EDMS PUR 06105 Bidders Conference

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At least five (customers) from public sector governments or agencies in the USA ... This RFP and accompanying documents can be found on the City's Bid Flash page ... – PowerPoint PPT presentation

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Title: EDMS PUR 06105 Bidders Conference


1
EDMS (PUR 06-105) Bidders Conference
  • City of Stockton
  • 4 April 2007

2
Agenda
  • Introduction and Welcome
  • Executive Sponsor Brief
  • RFP Process Review Timeline
  • Vendor Q A Session I Process
  • Tour of IT Facilities IT Staff
  • Vendor Q A Session II Technical
  • Proponent Responsibilities
  • Wrap Up

3
Executive Sponsor Brief
  • Christine Tien, Deputy City Manager
  • Katherine Gong Meissner, City Clerk
  • Mark Moses, Administrative Services Director and
    Chief Financial Officer

4
Administrative Outline
  • RFP Overview
  • Minimum Requirements
  • RFP Timeline
  • Evaluation Methodology
  • Proponent Next Steps

5
RFP Overview
  • The Citys objective is to acquire an Enterprise
    Content and Records Management solution
    featuring
  • eForms
  • eSignature
  • Automated Workflow
  • This includes implementation services, initial
    and ongoing support and training

6
Minimum Requirement 1
  • At least five (customers) from public sector
    governments or agencies in the USA with at least
    one public sector government or agency in
    California meeting the following characteristics
  • All five customers should be using all of the
    proposed software 
  • At least two of these five accounts should
    be recent implementations or upgrades
    (Implementation go-live for referenced accounts
    should have occurred on 1/1/2003 or later)

7
Minimum Requirement 2
  • At least one Public Agency customer in the USA
    running the proposed software that has all of the
    following characteristics
  • Population - 250,000 or more
  • Operating Budget - 200M annual or greater
  • EDMS Users 1,000 or more
  • Number of Documents 10 million or more
  • Number of Separate Departments 5 or more
  • Customer should be a recent implementation or
    upgrade (Implementation go-live for referenced
    accounts should have occurred on 1/1/2003 or
    later)

8
Minimum Requirement 3
  • List three customers, with at least one Public
    Agency located in California that is running the
    proposed software that has all of the following
    characteristics
  • The proposed e-Signature module implemented
  • Large scale document management
  • Customer should be a recent implementation or
    upgrade (Implementation go-live for referenced
    accounts should have occurred on 1/1/2003 or
    later)

9
RFP Process Timeline
  • RFP Distributed 3/06/07
  • Bidders Conference 4/04/07
  • Final Questions Due 4/17/07
  • Questions recd after this date will be answered
    however, answers may not be posted to the Citys
    Bid Flash page
  • Bid Opening 4/26/07
  • Bidders Short-listed 5/09/07
  • e-mail notification
  • Vendor Demos 5/23 24/07

10
RFP Process Timeline
  • Best and Final Proposals Due TBD
  • If necessary
  • Apparent success vendor notified 6/04/07
  • Negotiations through 6/30/07
  • Vendor and Contract to City Council 7/17/07
  • Contract Executed 7/19/07
  • Implementation Begins 8/06/07

Dates provided are based on forecasted
vendor response, actual dates if different will
be posted to the Citys Bid Flash page
11
Evaluation MethodologyInitial Phase
12
Evaluation MethodologyDemonstration Phase
13
Vendor Q A Session 1
  • Questions related to the Administrative (process)
    functions only
  • Dave Milton, Sr. Buyer

14
IT Facilities Tour
  • Your Guides for this Tour
  • Bruce Faylor, GIS Computer Applications Program
    Supervisor
  • Erie Luces, Network Computer Applications Program
    Supervisor
  • Mike Migliori, Desktop Computer Applications
    Program Supervisor
  • Three to Four Vendors each
  • During these tours, no RFP related discussions to
    take place here in the Council Chambers
  • During tour please note your questions such they
    can be asked in the Q A Session

15
Vendor Q A Session 2
  • Questions related to the Technical (process)
    functions only
  • Tony DeGruy, EDMS Program Manager
  • Bruce Faylor, Computer Applications Program
    Supervisor (GIS)
  • Erie Luces, Computer Applications Program
    Supervisor (Network)
  • Mike Migliori, Computer Applications Program
    Supervisor (Desktop Support)
  • Linda McGrew, Computer Applications Program
    Supervisor (AS/400 System)
  • Ray Miller, Computer Applications Program
    Supervisor (Public Safety)

16
Proponent Responsibilities
  • Complete responses to appropriate RFP documents
  • Supply other data needed to evaluate offer
  • All terms, conditions and pricing contained in a
    proposal are binding through the completion of
    the selection process

17
Wrap Up
  • This RFP and accompanying documents can be found
    on the Citys Bid Flash page
  • A copy of this meeting will be made available on
    the Citys Bid Flash page within 5 days
  • Responses to questions will be posted to the
    Citys Bid Flash page within 48 hours of receipt
  • Cut off date for questions is April 17, 2007
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