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<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'>Hi Lee,<o:p></o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'><o:p> </o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'>I only just noticed this thread now, so
hopefully I am not too late for you.<o:p></o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'>We used a pretty standard 2 envelope (Price/non-price)
RFP process that we sent to a pre-selected list of vendors, including two Koha
support companies.<o:p></o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'>We short-listed after non-price evaluation
and then opened the $ envelopes after a round of further evaluation/testing/demos
and site visits etc. We selected Koha & Catalyst so can I infer that it
must work for OS products and providers?<o:p></o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'><o:p> </o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'>I’ve attached our RFP for you to review
– it is quite brief as we wanted to keep it as simple as possible.<o:p></o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'><o:p> </o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'>Regards,<o:p></o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'><o:p> </o:p></span></font></p>
<p class=MsoNormal><b><font size=2 color="#293f6f" face=Arial><span
style='font-size:10.0pt;font-family:Arial;color:#293F6F;font-weight:bold'>Paul
Nielsen | </span></font></b><b><font size=2 color="#55be47"
face=Arial><span style='font-size:10.0pt;font-family:Arial;color:#55BE47;
font-weight:bold'>Library Manager</span></font></b><font size=2 color="#55be47"
face=Arial><span style='font-size:10.0pt;font-family:Arial;color:#55BE47'><br>
</span></font><b><font size=2 color="#293f6f" face=Arial><span
style='font-size:10.0pt;font-family:Arial;color:#293F6F;font-weight:bold'>ddi:</span></font></b><font
size=2 face=Arial><span style='font-size:10.0pt;font-family:Arial'> (07) 862
5064 | <b><font color="#293f6f"><span style='color:#293F6F;
font-weight:bold'>email:</span></font></b><font color="#293f6f"><span
style='color:#293F6F'> pauln@hauraki-dc.govt.nz<br>
<br>
<b><span style='font-weight:bold'>Hauraki District Council</span></b></span></font>
| <st1:Street w:st="on"><st1:address w:st="on">William Street</st1:address></st1:Street>
Paeroa 3600 | <st1:address w:st="on"><st1:Street w:st="on">PO Box</st1:Street>
17</st1:address> Paeroa 3640 | NZ<br>
<b><font color="#293f6f"><span style='color:#293F6F;font-weight:bold'>ph:</span></font></b>
(07) 862 8609 or 0800 734 834 (from within district) | <b><font
color="#293f6f"><span style='color:#293F6F;font-weight:bold'>fax:</span></font></b>
(07) 862 8607<br>
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title="http://www.hauraki-dc.govt.nz/ blocked::http://www.hauraki-dc.govt.nz/ http://www.hauraki-dc.govt.nz/"><font
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| <b><span style='font-weight:bold'>email:</span></b> <a
href="mailto:info@hauraki-dc.govt.nz"
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| <a href="http://library.hauraki-dc.govt.nz"
title="http://library.hauraki-dc.govt.nz/ blocked::http://library.hauraki-dc.govt.nz/ http://library.hauraki-dc.govt.nz/"><font
color="#293f6f"><span style='color:#293F6F'>HDC Libraries</span></font></a><br>
</span></font></span></font><font size=2 face=Webdings><span style='font-size:
10.0pt;font-family:Webdings'>P </span></font><font size=1 face=Arial><span
style='font-size:7.5pt;font-family:Arial'>Please consider the environment
before printing this email</span></font><o:p></o:p></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'> <o:p></o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'><o:p> </o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'><o:p> </o:p></span></font></p>
<div>
<div class=MsoNormal align=center style='text-align:center'><font size=3
face="Times New Roman"><span lang=EN-US style='font-size:12.0pt'>
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<p class=MsoNormal><b><font size=2 face=Tahoma><span lang=EN-US
style='font-size:10.0pt;font-family:Tahoma;font-weight:bold'>From:</span></font></b><font
size=2 face=Tahoma><span lang=EN-US style='font-size:10.0pt;font-family:Tahoma'>
koha-bounces@lists.katipo.co.nz [mailto:koha-bounces@lists.katipo.co.nz] <b><span
style='font-weight:bold'>On Behalf Of </span></b>Lori Bowen Ayre<br>
<b><span style='font-weight:bold'>Sent:</span></b> Saturday, 11 June 2011 12:43
p.m.<br>
<b><span style='font-weight:bold'>To:</span></b> Lee Phillips<br>
<b><span style='font-weight:bold'>Cc:</span></b> koha@lists.katipo.co.nz<br>
<b><span style='font-weight:bold'>Subject:</span></b> Re: [Koha] RFI/RFP for
FOSS -Librarians and Service Providers</span></font><span lang=EN-US><o:p></o:p></span></p>
</div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'><o:p> </o:p></span></font></p>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'>Hi Lee,<o:p></o:p></span></font></p>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'><o:p> </o:p></span></font></p>
</div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'>I was hoping someone who isn't a consultant would chime in on this
thread but since they didn't, I'll share my approach to this issue. I
generally recommend that libraries evaluate the products' functionality
separate from the pricing. You can determine the functional capabilities
of the proprietary products by issuing an RFP or an RFI or maybe even a questionnaire
but that won't necessarily work for the open source products since there is no
single sales and marketing department for Evergreen or Koha and responding to
those RFPs is just too onerous. <o:p></o:p></span></font></p>
</div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'><o:p> </o:p></span></font></p>
</div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'>But you can get the information yourself. Sometimes what I've done
is help the library with the process of identifying their needs and then doing
most of the evaluation of the OS products themselves. The goal is to end up
with a matrix of how each product matches up to the libraries need. The
matrix is basically filled out by the libraries themselves based on tehir
own testing of the open source product and by working with sales people from
the proprietary vendors. <o:p></o:p></span></font></p>
</div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'><o:p> </o:p></span></font></p>
</div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'>Once you've evaluated the products and know which ones will meet your
needs functionly, then you issue an RFQ. You are MUCH more likely to get
responses (from migration and support companies that service Koha and
Evergreen) to an RFQ than you are to an RFP that is boilerplate and designed
for proprietary systems and which ultimately makes the OS options look bad
because some key questions aren't even asked. <o:p></o:p></span></font></p>
</div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'><o:p> </o:p></span></font></p>
</div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'>But some of those key questions SHOULD be asked in the RFQ (e.g.
cost of migration of data to get started...and what about when you decide to
leave that vendor?, software license and maintenance cost of each module of
software and SIP server, hardware requirements, etc).<o:p></o:p></span></font></p>
</div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'><o:p> </o:p></span></font></p>
</div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'>I hope this helps. Would love to hear what you've come up with if
this message comes too late to be of use!<o:p></o:p></span></font></p>
</div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'><o:p> </o:p></span></font></p>
</div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'>Lori<o:p></o:p></span></font></p>
</div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'><br clear=all>
<o:p></o:p></span></font></p>
<div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'><o:p> </o:p></span></font></p>
</div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'>=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-==-=-=-=-=-=-=-=-=<o:p></o:p></span></font></p>
</div>
<div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'>Lori Bowen Ayre // Library Technology Consultant<o:p></o:p></span></font></p>
</div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'>The Galecia Group // <a href="http://www.galecia.com/"
target="_blank">www.galecia.com</a><o:p></o:p></span></font></p>
</div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'>(707) 763-6869 // <a href="mailto:Lori.Ayre@galecia.com"
target="_blank">Lori.Ayre@galecia.com</a><o:p></o:p></span></font></p>
</div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'><o:p> </o:p></span></font></p>
</div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'><a href="mailto:Lori.Ayre@galecia.com" target="_blank"></a>Specializing
in open source ILS solutions, RFID, filtering, <o:p></o:p></span></font></p>
</div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'>workflow optimization, and materials handling <o:p></o:p></span></font></p>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'>=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=<o:p></o:p></span></font></p>
</div>
</div>
</div>
</div>
<p class=MsoNormal style='margin-bottom:12.0pt'><font size=3
face="Times New Roman"><span style='font-size:12.0pt'><br>
<br>
<o:p></o:p></span></font></p>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'>On Wed, May 25, 2011 at 8:01 AM, Lee Phillips <<a
href="mailto:lphillips@buttepubliclibrary.info">lphillips@buttepubliclibrary.info</a>>
wrote:<o:p></o:p></span></font></p>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'>Hello all from <st1:State w:st="on"><st1:place w:st="on">Montana</st1:place></st1:State>,<br>
We have been having the craziest weather here and in the <st1:country-region
w:st="on"><st1:place w:st="on">US</st1:place></st1:country-region> in general.<br>
It is has been the longest winter for us that I can remember.<br>
Anyway, I am working on a white paper about equitable RFP and RFI<br>
(request for proposals or request for information) that are vendor<br>
neutral and gives FOSS library ware equal footing in the bidding<br>
process. In addition I have been contacted by the Montana Library<br>
Consortium (who currently uses Sirisi) to consult on their RFI for the<br>
shared catalog ILS for the same reason. Many of you who were at KohaCon<br>
9 in TX. will remember the Montana State Library representative who<br>
attended(Mike Price) and he was less than kind in his reporting back to<br>
the state library.<br>
I have found RFP templates that I am currently modifying to create a<br>
format that is unbiased for FOSS and proprietary products.<br>
SO....if you have recently gone out for an RFP for your ILS and have<br>
information that I can incorporate into this white paper (and pass on<br>
the the Montana Shared Catalog) I would be grateful. Of course time is<br>
of the essence, so please send me what you have or point me to info that<br>
would be important to consider.<br>
Thank you for your time, as always it is a privilege and a pleasure to<br>
be part of the Koha Community.<br>
Sincerely<br>
<font color="#888888"><span style='color:#888888'>Lee Phillips<br>
Director<br>
<st1:City w:st="on"><st1:place w:st="on">Butte</st1:place></st1:City> Silver
Bow Public Library<br>
<st1:place w:st="on"><st1:City w:st="on">Butte</st1:City>, <st1:State w:st="on">Montana</st1:State></st1:place><br>
_______________________________________________<br>
Koha mailing list <a href="http://koha-community.org" target="_blank">http://koha-community.org</a><br>
<a href="mailto:Koha@lists.katipo.co.nz">Koha@lists.katipo.co.nz</a><br>
<a href="http://lists.katipo.co.nz/mailman/listinfo/koha" target="_blank">http://lists.katipo.co.nz/mailman/listinfo/koha</a></span></font><o:p></o:p></span></font></p>
</div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'><o:p> </o:p></span></font></p>
</div>
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