Technology Procurement Process

RFP/Contract Review Process

Due to the technical and often complex nature of technology-related Request for Proposals (RFP) and/or contracts, the College of William & Mary's Information Technology and Procurement departments have developed a specific acquisition process for those procurements.  This process will ensure that the College community receives the best possible solution to their technology needs in an efficient manner at the best possible value.

All technology-related procurements share a common set of parameters that must be addressed before going forward with an RFP or contract:

  • Is there a solution within our current system?
  • Is funding available?
  • Is College data being shared with third parties?
  • Does the vendor meet College required security standards?
  • Do agreements contain necessary confidentiality clauses?
  • Will the proposed technology work in our environment?
  • Is the vendor aware of their responsibility in maintaining and upgrading systems?
  • Is the purchaser aware of their responsibility in implementing the proposed solution?
  • What IT resources will be needed to implement the proposed solution?
  • Where does a specific RFP/contract fall within the College's priorities?
  • What is the proper procurement process to use?

First Step - Submission

If a user has identified a particular technology issue, the user should contact IT as early in the process as possible by submitting the requirements/request to Request IT.  After logging-in to Request IT, click on Service Request, choose Technology Procurement Review and fill-out the form. If you have a suggested solution (vendor/contract), please include that in the form as well.  When complete, click Submit Request

Second Step - Evaluation

The CIO's office will evaluate the request and investigate all possible solutions before the procurement process begins.  Once a solution is chosen and funding is identified, each potential or active RFP/contract is evaluated collaboratively by IT and Procurement to determine the priority for moving each individual project forward.  Each task is evaluated on how it fits within College priorities as identified by the Board of Visitors and senior management, the criticality of the system to the efficient functioning of the College, available IT and Procurement resources and internal and task driven deadlines.

Third step - Prioritization

Each RFP/contract is ranked in order to be addressed by both IT and Procurement. The responsible parties and actions are identified and assigned.  Any communication regarding the prioritization comes through the CIO's and/or the Procurement Director's office.

The cycle continues as old tasks are completed and new ones brought into the process.

Keys to a successful RFP/Contract submission
  1. Be sure funding is available and approved
  2. Provide a clear, concise written summary of what the RFP and/or contract is expected to deliver
  3. Explain what viable alternatives may exist
  4. Share all available documentation
  5. Identify any critical deadlines that might be associated with the procurement