[Koha] Subject: Re: RFI/RFP for FOSS -Librarians and Service Providers
jminges at nekls.org
Tue Jun 14 09:26:42 NZST 2011
I responded to Lee offline quite awhile ago, but since posts from
non-consultants were asked for, here is how we handled the RFP for NEKLS.
After a prior experience contracting with a vendor who refused to deal with
an RFP, it is our policy to never select an ILS vendor without an RFP. Most
recently we used an RFP in selecting a new Koha support vendor with good
response. We did not attempt to separate price from non-price proposals, and
in fact used a preliminary evaluation matrix with a 20%/80% ratio for price
and non-price factors. Although it was certainly not the only factor, cost
was an integral part of our decision making, but we did not select the
lowest priced proposal.
Date: Mon, 13 Jun 2011 10:57:07 +1200
From: Paul Nielsen <pauln at hauraki-dc.govt.nz>
Subject: Re: [Koha] RFI/RFP for FOSS -Librarians and Service Providers
To: Lee Phillips <lphillips at buttepubliclibrary.info>
Cc: "koha at lists.katipo.co.nz" <koha at lists.katipo.co.nz>
<B92D76D471268041BACAF827AC6564BD01EFD31D8E at ginger.hauraki-dc.govt.nz
Content-Type: text/plain; charset="us-ascii"
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
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
I've attached our RFP for you to review - it is quite brief as we wanted to
keep it as simple as possible.
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 Paeroa
3640 | NZ
ph: (07) 862 8609 or 0800 734 834 (from within district) | fax: (07) 862
web: www.hauraki-dc.govt.nz<http://www.hauraki-dc.govt.nz> | email:
info at hauraki-dc.govt.nz<
> mailto:info at hauraki-dc.govt.nz> | HDC Libraries<
> P Please consider the environment before printing this email
> 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 Bowen Ayre // Library Technology Consultant
> The Galecia Group // www.galecia.com<http://www.galecia.com/>
> (707) 763-6869 // Lori.Ayre at galecia.com<mailto:Lori.Ayre at galecia.com>
> <mailto: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<mailto:lphillips at buttepubliclibrary.info>>
> 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.
> Lee Phillips
> Butte Silver Bow Public Library
> Butte, Montana
> Koha mailing list http://koha-community.org
> Koha at lists.katipo.co.nz<mailto:Koha at lists.katipo.co.nz>
"NEKLS and its member libraries are leaders and innovators in providing
exemplary library services."
Jim Minges, Director
Northeast Kansas Library System
4317 West 6th Street
Lawrence, KS 66049
Phone: 785-838-4090 FAX: 785-838-3989
jminges at nekls.org
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