CLIENT X Incorporated

Request for Proposal (RFP)

JDA Strategic Assessment
October 2015

RFP: Global Supply Chain Planning Phase

TABLE OF CONTENTS
1.0 INTRODUCTION ................................................................................................................... 2
2.0 COMPANY BACKGROUND ................................................................................................. 2
3.0 CURRENT STATE ................................................................................................................ 3
4.0 FUTURE VISION AND SCOPE ............................................................................................ 5
5.0 PROJECT SCHEDULE ......................................................................................................... 7
6.0 PROJECT METHODOLOGY ................................................................................................ 7
7.0 CLIENT X PROJECT TEAM ............................................................................................. 7
8.0 WORK SITE(S) ..................................................................................................................... 7
9.0 BIDDER'S EMPLOYEE REQUIREMENTS .......................................................................... 8
10.0 IMPLEMENTATION STANDARDS ....................................................................................... 8
11.0 PROPOSAL CONTENT ........................................................................................................ 8
12.0 CONSULTING PARTNER SELECTION PROCESS ..........................................................10
13.0 CRITERIA FOR EVALUATION ...........................................................................................10
14.0 LEGAL CONSIDERATIONS ...............................................................................................11
15.0 PROPOSAL SCHEDULE ....................................................................................................12
16.0 PROPOSAL SUBMISSION .................................................................................................12

RFP: Global Supply Chain Planning Phase

1.0 INTRODUCTION
This document is a Request for Proposal (RFP) issued to vendors who may be able to assist CLIENT X
Incorporated (CLIENT X) with a strategic assessment as preparation for the possible implementation of the
JDA Supply Chain planning solution(s). CLIENT X requires written responses to this RFP to be received by
5pm Central October 14th, 2015.
CLIENT X is seeking a vendor to lead a global planning phase of current state supply chain processes with
an emphasis on future state process improvements and specific software recommendations in the areas of
Sales and Operations Planning (S&OP), Demand planning, Supply Planning, Inventory
Optimization.
CLIENT X is seeking a vendor with specialized expertise in supply chain process improvements and supply
chain software implementations. The vendor shall have deep experience in implementing supply chain tools
in the area of S&OP, demand planning, supply planning, inventory optimization and detailed scheduling.
The vendor should also have expertise in manufacturing processes and related integration points with
supply chain processes, including transportation planning and optimization.
The vendor shall have global experience in leading a global supply chain project preparation planning phase
and strategic assessments resulting in a set of recommendations in the area of software tool selection
which will include hardware costs, software costs, resource needs. The vendor should advise and
recommend on process alignment improvements, project plan / road map vision, system architecture
design, data alignment recommendation and interface assessment requirements related to implementing
advanced supply chain software. The planning phase should follow a structured approach and a proven
methodology. Leadership capability is crucial. Extensive supply chain process knowledge is also required.
Expert knowledge in the area of process manufacturing and package industry are required.
CLIENT X will review the responses to this RFP. Finalists will be selected to make a formal presentation at
CLIENT Xs CLIENT CITY, CLIENT STATE headquarters. The vendors core competencies, experience,
knowledge of supply chain, cultural fit with CLIENT X, and the ability to effectively manage costs and
schedules will be deciding factors in who CLIENT X will invite to present their proposals.

2.0 COMPANY BACKGROUND

Headquartered in the BIG CITY suburb of CLIENT CITY, CLIENT STATE, CLIENT X is more than just
one of the worlds leading ingredient solutions providers. We are a critical component of global
commerce, and a vital part of everyday life.
Our more than 11,000 employees around the world are dedicated to bringing to market the kinds of
ingredients that our customers depend on every day. We provide a wide variety of ingredient solutions to
customers in more than 60 diverse industries around the world, including food, beverage, pharmaceutical,
corrugating, animal feed, and health & wellness. Our starches, sweeteners and other ingredients are used
by our customers to provide everything from sweetness, taste and texture to immune system support, fat
replacement and adhesive strength. We make foods and beverages taste better, baby powders and
cosmetics smooth to the touch, cereals and crackers crisper, breads brown evenly, IV solutions and
pharmaceuticals for patients in need, and much more.
Our local businesses, staffed by experts who understand the unique needs of their specific markets, are
supported by a global network of engineering and ingredient development centers that develop innovative
solutions for our customers around the world.
Through strategic acquisitions, organic growth, and innovative research and development, we are
providing unique product offerings to growing markets that include health and nutrition, specialty
beverages, functional foods, personal care and biomaterials.
The Companys stock is traded on the NYSE under the symbol XXXX.
To learn more about the organization, visit our website at www.CLIENT X.com

RFP: Global Supply Chain Planning Phase

3.0 CURRENT STATE

In 2010/2011, the company, formerly CORN COMPANY 1, acquired CORN COMPANY 2. Merging the two
companies added additional complexity for the supply chain. The legacy CORN COMPANY 1 business
generally serviced customers within region and the legacy CORN COMPANY 2 supply chain had more
global aspects with product moving across regions.
Over the last couple years, CLIENT X formed a global task force comprised of Supply Chain and IT
representatives to assess current state processes with a focus on understanding pain points and future
opportunities. The internal task force assessed processes primarily focused within demand planning, supply
planning and inventory optimization. Within CLIENT X, supply chain planning processes have common flow
and steps but different regions are at different stages of maturity. Process harmonization efforts are well
underway. Common metrics are being defined and rolled out. However a majority of supply chain planning
is conducted by using spreadsheets.
The CLIENT X Supply Chain organization is primarily organized at a regional level with global touch points.
The regions represented are North America (NA), South America (SA), Europe Middle East Africa
(EMEA), and APAC (Asia Pacific). Planning in some cases is also is also executed at the country level. All
regions have supply chain organizations that support regional demand and supply planning.
Separately there is a global supply chain organization that provides guidance and oversight to the overall
planning process and works through inventory distribution amongst regions.
The regions are all using SAP ECC and BW for their core processes. The current system landscape is
comprised of 3 ECC and BW systems NA, SA, and APAC/EMEA. The NA system is the most matured in
their S&OP processes with the use of a customized BPS-IP system. Financial planning is currently being
executed in BPC.

RFP: Global Supply Chain Planning Phase

4.0 FUTURE VISION AND SCOPE

Define and recommend a clear Global Supply Chain vision, strategy, and software tools implementation
road map that meets the functional requirements of the CLIENT X supply chain. The vision needs to
support the following areas:

Supply chain processes are generally the same across regions however some regions have greater
complexity within the supply chain. The vendor needs to consider a roadmap that accommodates for
several options within preferably a limited set of software recommendations. The roadmap needs to be
executable and should not be overly complex.

RFP: Global Supply Chain Planning Phase

SCOPE
Below are the high level business processes currently considered as part of the overall assessment, other
related processes may need to be incorporated and should be suggested by supplier:
Regional Demand Planning
Regional Supply Planning
Global Demand Planning
Global Supply Planning
Sales and Operations Planning
Inventory Optimization
Transportation optimization
Project Preparation Planning Phase Deliverables
At a minimum, deliverables must include the following:
Current state Global Supply Chain applications and capabilities (people, process and technology)
leveraging existing CLIENT X documentation
Supply Chain business needs evaluation future state business objectives/gap assessment
Recommendation of appropriate JDA modules and solutions with cost justifications, benefits and
high level business case
High Level Project Plan including timeline for implementing recommended modules and
functionality
Resource requirements required from Supply Chain business and IT to complete implementation
Cost estimate for the recommended Supply Chain solution including hardware, software,
interfaces to other systems (SAP), and services
Future state architecture recommendation including hardware needs with hosted and on premise
options
Stakeholder Interview questions & results summary
Issue logs, key risks, key success factors, key challenges, key findings, etc
Supply Chain vision, strategy, solution and implementation roadmap recommendations which
must include a functional / business process roadmap, technology roadmap, data assessment
roadmap all with clear timelines, costs, benefits.
Prioritized implementation matrix including quick hit recommendations
Supply Chain organizational change management recommendations
Detailed training approach and options
Cost/benefit analysis and justification for the proposed Supply Chain solution
Suggested approach with details of pros / cons / full cost models for global, regional, functional
rollouts
In summary CLIENT X expects to receive from the strategic supply chain assessment a full-scope
roadmap covering end state supply chain software functionality inclusive of all costs and benefits.

5.0 PROJECT SCHEDULE

CLIENT X intends to initiate the Global Supply Chain Project Preparation Planning Phase in November
2015 and expects it to take approximately 8 to 10 weeks to complete.

6.0 PROJECT METHODOLOGY

Vendors are expected to clearly define the specific methodology and approach that will be utilized to
conduct the JDA Strategic Assessment
Implementation Methodology
CLIENT X plans to select a vendor that can bring a structured methodology to the project. Vendors should
describe the implementation methodology in detail in their RFP response. It will be very important to

RFP: Global Supply Chain Planning Phase

CLIENT X that the vendor is not only an expert in the JDA Plan to deliver solutions, but an expert in global
Supply Chain processes and change management of new process/technology implementations.

7.0 CLIENT X PROJECT TEAM

CLIENT X business leaders, supply chain personnel and IT personnel will be made available for the
project. It is critical that bidders clearly define CLIENT X resource requirements and scheduling
expectations within their proposals. Appendix B includes a sample document outlining resource
requirements. CLIENT X will need to identify the required resources and make appropriate plans to
deliver these projects alongside other business requirements. Effective planning will minimize disruption
to CLIENT X business operations and to ensure the best use of CLIENT X resource time.

8.0 WORK SITE(S)

Consultants will be required to work on site at CLIENT Xs CLIENT CITY, CLIENT STATE location.
Consultant needs will be addressed by the CLIENT X Business and IT project managers. Bidders should
clearly identify specific needs and expectations within their proposals. Travel to CLIENT X locations may
be required. Vendor must respond with their own plan/cost for this travel.

9.0 BIDDER'S EMPLOYEE REQUIREMENTS

The bidder's proposed consultants should have extensive experience in JDA Supply Chain solutions. .
Experience in process manufacturing industries including agribusiness, ingredient and/or chemical
industries is considered a benefit.
The bidder shall provide a list of proposed consultants, accompanied with resumes for each of its
proposed consultants, to CLIENT X for review as part of bidders proposal. The resumes will be
considered representative of the caliber of consultants that will be staffed on our engagement. If the
vendor is selected for the implementation, actual resources assigned to the project will be
vetted/interviewed at a later date.
The bidder must state and commit to a minimum level of its own employees vs. subcontractor use.
The bidder shall describe its commitment to maintaining consultant continuity for the duration of the
project. In the event of unplanned turnover, the bidder should describe its process for turnover.

10.0 IMPLEMENTATION STANDARDS

The bidder shall work closely with CLIENT Xs IT organization to adhere to existing implementation /
Project Preparation Planning Phase IT standards. Where such standards do not exist, the bidder must
help institute new standards. Examples include but are not limited to SOX control processes, change
control requirements, and security requirements.

11.0 PROPOSAL CONTENT

The bidder's submitted document should provide information in the order outlined in this document.
The bidder should additionally submit a proposed solution that includes approach, timeline, staffing, rates,
fees and expenses.
The bid shall include, but may not be limited to, the following:
1. Company information:
Audited bidder's financial statements for the past three years.
Dun & Bradstreet numbers.
Bidder's registered office address and the name(s) of the director(s) or other responsible
officer(s) who will have ultimate responsibility for the management of the contract if awarded.
Bidder's corporate mission and vision statements.
Brief summary of bidder's corporate description that shall include, but shall not be limited to:
number of years of involvement in Supply Chain implementations and project prep efforts;
portion of total business related to Supply Chain implementations and project prep efforts;

RFP: Global Supply Chain Planning Phase

how bidder differentiates itself from its competitors; how bidder adds value to the services it
provides; and how bidder approaches client management.
List of bidders international offices and the number of full time Supply Chain implementation
resources per office.
List of third parties, partners or affiliates that the bidder proposes to include as part of its bid,
with description of use.
A description and analysis of bidder's Supply Chain client portfolio.
Customer list and references from bidder's Supply Chain implementations and project prep
efforts including references from recent engagements for each proposed consultant.
References shall include, but shall not be limited to: customer(s) name(s) and address(es);
customer(s) contact name(s) and telephone number(s); duration of services/contracts;
summary of services provided. At a minimum, also include the following information:
o The organization's industry and estimated size in terms of employees and 2012
revenues
o The duration of the services provided as compared to target dates
o The final cost of the project as a percentage of the original project budget

2. Proposed project management approach and methodology for conducting a global Supply Chain
Project Preparation Planning Phase effort
3. Proposed project organization structure for the project including internal staffing (business and
IT), external staffing, governance, roles & responsibilities and rate structures. Also include bidders rate
structures for other possible roles that may need to be added after the project begins. Rate structure
should clearly define all possible roles with role rates based on level of experience of the consultant.
4. Proposed testing approach and methodology.
5. Proposed data conversion approach, methodology and itemized costs.
6. Proposed quality assurance approach, methodology and itemized costs.
7. Proposed change management approach, methodology and itemized costs.
8. Proposed training approach, methodology and itemized costs.
9. Proposed transition approach as to how you would structure the go live plan(s) and post go live
support plan(s) per phase itemize internal/external resource requirements and costs.
10. Proposed scope change approach and methodology that clearly explains the definition of a scope
change, how any potential costs associated with a scope change would be estimated, the
process to confirm agreement between CLIENT X and partner, etc.

11. Proposed fees and expenses including all bidding assumptions. Provide a total price for the
proposal along with detailed cost breakdowns for training services, change management
services, quality assurance services, programming services, etc. Travel expenses and associated
assumptions and calculation methodology should be clearly defined.
12. Initial activity level project work plan that is resource loaded with CLIENT X business and IT
resources as well as bidders proposed resources.
13. Sample deliverable documents relevant to this RFP. There should be a brief description of each
sample document and its purpose included.
14. Client references and resumes for each proposed consultant.

RFP: Global Supply Chain Planning Phase

15. A description of management qualifications and capability to staff and supervise an engagement
team.
16. Key performance indicators demonstrating performance during the past 12, 24 and 36 months
regarding timeliness, adherence to budget and customer satisfaction.
17. Bidder's previous/current relationship, if any, with CLIENT X or its affiliates.
18. Description of bidder's scope of service capabilities for a full life cycle JDA implementation.
19. Explanation as to why CLIENT X should select you as its primary partner for this engagement.
20. Draft Statement of Work for the proposed project engagement.
21. List, if any, of prerequisites that must be completed prior to project start.

12.0 CONSULTING PARTNER SELECTION PROCESS

A successful business partner selection will be based on the following inputs:
Written responses to this RFP.
Information from formal presentations (finalists).
Input from research organizations and industry publications.
Reference feedback.
Past experiences with each proposed partner.
Agreement on significant contract terms contained in the project implementation agreement.
CLIENT X will take into consideration the items listed and any additional items that it deems appropriate
at its sole discretion. Bidder is encouraged to supply additional information that it feels would be helpful to
CLIENT X in the selection process.

13.0 CRITERIA FOR EVALUATION

Consulting partner selection criteria:
1. Knowledge and expertise of Supply Chain business processes and full cycle of global JDA
implementations. Bidder should specify the number and nature of the Supply Chain/JDA
assessments and implementations completed by its firm.
2. Evaluation of the proposed consultant team.
3. Willingness to take significant leadership and responsibility for the projects success, and
demonstrated risk-sharing plan.
4. Understanding of the key business, process and technical issues facing CLIENT X.
5. Industry and process experience in the manufacturing industry.
6. Project management tools, methods and experience. Bidder should provide a statement
concerning the use of its methodology and tools during the project, and their use for remaining
with CLIENT X after the project. Fully disclose any potential costs that may be related to the use
of these tools during and after the project.

RFP: Global Supply Chain Planning Phase

7. A change management program to include the bidder's ability to conduct a skills assessment
(including executive, project team and end user), develop a customized training program, and
perform the appropriate skills development and transfer in the most efficient manner.
8. Total project cost, including all bidding assumptions. The project cost structure must ensure an
implementation on schedule and within budget. Demonstration of a proven track record in
timeliness and performance within budget.
9. Ability to provide consistent, skilled business and technical resources throughout the duration of
the project.
10. Results of key business and customer references.
11. Input from software vendor.
12. Input from research organizations and industry publications.
13. Agreement on significant contract terms contained in the implementation agreement.
14. Track record of project timeliness and performance within established budget.

14.0 LEGAL CONSIDERATIONS

All proposed partners will enter into a confidentiality/nondisclosure agreement with CLIENT X
Incorporated covering the information obtained during the bidding process.
Contract provisions provided as part of the proposal package should address:
CLIENT X right to terminate the agreement at any time upon adequate notice
Prevention of team members from providing services to CLIENT X competitors
Responsibility of the performance of third-party software chosen by partner
CLIENT Xs right to all working papers
CLIENT Xs right to remove any consultant and a replacement to be on the project within 5 business days
In the event that a vendor decides not to submit a proposal, or submits a proposal which is then rejected
by CLIENT X, such vendor shall return all information previously provided by CLIENT X including, but not
limited to, this RFP.

15.0 PROPOSAL SCHEDULE

October 2, 2015
Week of October 5, 2015
October 14, 2015
October 21/22, 2015
October 28, 2015
October 29 November 6, 2015
November 12, 2015

RFP submitted to vendors

Calls with CLIENT X for Questions
Proposal deadline by 5:00pm Central
Finalists presentation 90 min session on site in CLIENT CITY
Partner selection/notification
Contract negotiations
Commence Project Two Day Kick Off Meeting

16.0 PROPOSAL SUBMISSION

Careful and complete preparation of the proposal is essential to ensure consideration and timely
evaluation.
The bidder shall be exclusively responsible for costs incurred in preparing and submitting a proposal in
response to CLIENT X RFP. CLIENT X reserves the right to not take action on any bidders proposal.
Five printed hard copies and five electronic copies on USB flash drive must be delivered no later
than 5:00pm Central on 14th, 2015 to:

RFP: Global Supply Chain Planning Phase

Five hard copies to:

Michael Knezevich
Director, IT
CLIENT X Incorporated
5 STREET NAME
CLIENT CITY, CLIENT STATE ZIPCODE
One hard copy to:
Ian Manning
Director, Global Supply Planning
CLIENT X Incorporated
5521 STREET NAME
CLIENT CITY 2, CLIENT STATE 2 ZIPCODE
Please mark the mailing envelope: "CONFIDENTIAL." In addition, vendor should post an electronic copy
of the proposal in the Bravosolution e-sourcing tool.