SAP Proposal Template

SAP Proposal
Template
Prepared for: Prepared by:

[Client.FirstName] [Client.LastName] [Sender.FirstName] [Sender.LastName]
[Client.Company] [Sender.Company]
Background and Introduction
About [Sender.Company]
In this introductory section, try to cover a bit of history about your company, business process
and where you are now, so the reader has some context.
Need for SAP

Here, you want to concisely explain your primary reasons for needing SAP. For example, are you
looking to streamline an existing process? Try to cover this within 100 words.
Details of Project
This is a very important part of the proposal, where you need to detail what the project will
involve and when you need it nished by, etc. You can reference an annex that has more detail
and gures.
Project Scope Deliverables

Description Description
Timeframes Our Team Structure

Issue Resolution Roles and Responsibilities

Location
Description
Bidding Process
Give a brief timeline of milestones in the bidding process i.e. opening date for receiving bids and
deadline for receiving bids.
1 Milestone
Description
2 Milestone
Description
3 Milestone
Description
4 Milestone
Description
5 Milestone
Description
Analysis of Bids
Here, you should detail the process your company will go through to evaluate the bids you
receive. For example, ‘Prequali cation for Bids’ can include the criteria a potential bidder must
meet before you will even consider their bid. You could also use this opportunity to break down
how much value you will place on the technical and nancial aspects of the bids when deciding
which bid to accept.
Pre-Quali cation for Bids Technical Bid Analysis
Financial Bid Analysis Final Analysis
Description You can give an explanation here of how you
will evaluate the bids. For example, to give an
idea of whether technical or nancial aspects
are more important to you, you may want to
provide the formula you will use to evaluate
bids.
Terms and Conditions

This section of the SAP proposal template is very important as it includes all of the ne-print and
closes any loopholes. We’ve given some useful sub-headings that will help to guide the
completion of this section.
Milestone Payments
Description
Software
Description
Implementing Team
Description
Subcontractors
Description
Right to Change Requirements and Quantities
Description
No Commitment to Accept Any/the Lowest Bid
Description
Rejecting a Bid
Description
Ownership of Proposal
Description
Con dentiality
Description
Request for Proposal for implementation of SAP Systems at
[Sender.Company]
Description
The Language of the Bid
Description
Price Freezing
Description
Indemni cation
Description
Contract Finalization
Description
Award of Contract
Description
Intellectual Property Rights Infringement
Description
Force Majeure Clause
Description
Liquidated Damages and Penalty Clause
Description
Order Cancellation
Description
Resolution of Disputes
Description
Governing Law and Disputes
Description
Corrupt or Fraudulent Practices
Description
Annual Technical
Description
Support
Description
Maintenance Contract
Description
Service Level Agreements
Description
Earnest Money Deposit
Description
Performance Security
Description
Annexes
The Annexe section is where the really important details of the bidding process are included.
Potential bidders should use this proposal to get all the information their project manager and
team members need to make a full, properly-informed bid and professional service, so don’t
hold back on detail here – it’ll make up their entire knowledge base for the project. We’ve given
some examples of annexes you may want to include, depending on the nature of your business
process and SAP proposal.
Annex A: Instruction to Bidders for Proposal
Preparation
Here, you can provide things like the contact details of your point of contact, as well as the
di erent parts of the SAP bid that you expect. For example, the proof of pre-quali cation for the
bidding process, a technical bid, and a nancial bid.
All bid-related materials should be sent to the following address:
Pre-Quali cation for Bidding

Description
Technical Bid
Description
Financial Bid
Description
Annex B: Format of Bidding Documents
In this annex, you can give details on how to standardize the format of the bids, making it easier
for you to evaluate them.
Cover Letter Format
Description
Pre-Quali cation Bid Format
Description
Technical Bid Format
Description
Financial Bid Format
Description
Annex C: Detailed Requirements
This section is likely to form the bulk of the entire SAP proposal. It’s where all the important
detailed information about the proposal is. It’s how bidders will know exactly what service their
software needs to provide, and how to plan their decision making and project management. For
this reason, it needs to include everything any potential bidder needs to make an informed and
accurate bid.
Service Contract
You may want to include a copy of the service contract for the bidders to look over before
submitting a bid. We recommend getting a contract lawyer to produce this for you as it can be
legally binding once signed by both parties.

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SAP Proposal Template

Uploaded by

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SAP Proposal

Prepared for: Prepared by:

Need for SAP

Project Scope Deliverables

Timeframes Our Team Structure

Issue Resolution Roles and Responsibilities

Terms and Conditions

Pre-Quali cation for Bidding

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