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 // [email protected] <[email protected]>Specializing in open source ILS solutions, RFID, filtering, workflow optimization, and materials handling =-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-= 2011/6/12 Paul Nielsen <[email protected]> > 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:* [email protected] > > *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 8607 > *web:* www.hauraki-dc.govt.nz | *email:* [email protected] | HDC > Libraries <http://library.hauraki-dc.govt.nz> > P Please consider the environment before printing this email > > > > > > > ------------------------------ > > *From:* [email protected] [mailto: > [email protected]] *On Behalf Of *Lori Bowen Ayre > *Sent:* Saturday, 11 June 2011 12:43 p.m. > *To:* Lee Phillips > *Cc:* [email protected] > *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 // [email protected] > > > > <[email protected]>Specializing in open source ILS solutions, RFID, > filtering, > > workflow optimization, and materials handling > > =-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-= > > > > On Wed, May 25, 2011 at 8:01 AM, Lee Phillips < > [email protected]> 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 > _______________________________________________ > Koha mailing list http://koha-community.org > [email protected] > http://lists.katipo.co.nz/mailman/listinfo/koha > > > > > > ------------------------------ > *DISCLAIMER: > *This e-mail message and accompanying data may contain information that is > confidential and subject to privilege. > If you are not the intended recipient, you are notified that any use, > dissemination, distribution or copying of this message or data is > prohibited. > If you have received this e-mail in error please notify the sender or Hauraki > District Council at [email protected] immediately and delete > all material pertaining to this e-mail. > ------------------------------ > > > _______________________________________________ > Koha mailing list http://koha-community.org > [email protected] > http://lists.katipo.co.nz/mailman/listinfo/koha > >
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