[Koha] RFI/RFP for FOSS -Librarians and Service Providers

Tue Jun 14 09:33:33 NZST 2011

Paul,

Thanks for sharing this.  It looks great. And only 6 pages!  Wow!  [bowing
down].

Lori

=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-==-=-=-=-=-=-=-=-=
Lori Bowen Ayre // Library Technology Consultant
The Galecia Group // www.galecia.com
(707) 763-6869 // Lori.Ayre at galecia.com

<Lori.Ayre at galecia.com>Specializing in open source ILS solutions, RFID,
filtering,
workflow optimization, and materials handling
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2011/6/12 Paul Nielsen <pauln at hauraki-dc.govt.nz>

>  Hi Lee,
>
>
>
> I only just noticed this thread now, so hopefully I am not too late for
> you.
>
> 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.
>
> 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?
>
>
>
> I’ve attached our RFP for you to review – it is quite brief as we wanted to
> keep it as simple as possible.
>
>
>
> Regards,
>
>
>
> *Paul Nielsen  |  **Library Manager*
> *ddi:* (07) 862 5064  |  *email:* pauln at hauraki-dc.govt.nz
>
> *Hauraki District Council*  |  William Street Paeroa 3600  |  PO Box 17
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> Libraries <http://library.hauraki-dc.govt.nz>
> P Please consider the environment before printing this email
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>
>
>
>
>
>  ------------------------------
>
> *From:* koha-bounces at lists.katipo.co.nz [mailto:
> koha-bounces at lists.katipo.co.nz] *On Behalf Of *Lori Bowen Ayre
> *Sent:* Saturday, 11 June 2011 12:43 p.m.
> *To:* Lee Phillips
> *Cc:* koha at lists.katipo.co.nz
> *Subject:* Re: [Koha] RFI/RFP for FOSS -Librarians and Service Providers
>
>
>
> Hi Lee,
>
>
>
> 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.
>
>
>
> 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.
>
>
>
> 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.
>
>
>
> 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).
>
>
>
> I hope this helps.  Would love to hear what you've come up with if this
> message comes too late to be of use!
>
>
>
> Lori
>
>
>
>
> =-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-==-=-=-=-=-=-=-=-=
>
> Lori Bowen Ayre // Library Technology Consultant
>
> The Galecia Group // www.galecia.com
>
> (707) 763-6869 // Lori.Ayre at galecia.com
>
>
>
> <Lori.Ayre at galecia.com>Specializing in open source ILS solutions, RFID,
> filtering,
>
> workflow optimization, and materials handling
>
> =-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=
>
>
>
>  On Wed, May 25, 2011 at 8:01 AM, Lee Phillips <
> lphillips at buttepubliclibrary.info> wrote:
>
> Hello all from Montana,
> We have been having the craziest weather here and in the US in general.
> It is has been the longest winter for us that I can remember.
> Anyway, I am working on a white paper about equitable RFP and RFI
> (request for proposals or request for information) that are vendor
> neutral and gives FOSS library ware equal footing in the bidding
> process. In addition I have been contacted by the Montana Library
> Consortium (who currently uses Sirisi) to consult on their RFI for the
> shared catalog ILS for the same reason. Many of you who were at KohaCon
> 9 in TX. will remember the Montana State Library representative who
> attended(Mike Price) and he was less than kind in his reporting back to
> the state library.
> I have found RFP templates that I am currently modifying to create a
> format that is unbiased for FOSS and proprietary products.
> SO....if you have recently gone out for an RFP for your ILS and have
> information that I can incorporate into this white paper (and pass on
> the the Montana Shared Catalog) I would be grateful. Of course time is
> of the essence, so please send me what you have or point me to info that
> would be important to consider.
> Thank you for your time, as always it is a privilege and a pleasure to
> be part of the Koha Community.
> Sincerely
> Lee Phillips
> Director
> Butte Silver Bow Public Library
> Butte, Montana
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