Technical Writing
Request for Proposal (RFP)
Cloud-Based Inventory Management System Implementation
RFP Number: 2025-IT-047
Issue Date: October 10, 2025
Submission Deadline: November 15, 2025, 5:00 PM CST
Project Start Date: January 20, 2026
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GreenLeaf Distribution seeks a qualified technology partner to design, implement, and deploy a comprehensive cloud-based inventory management system across our three distribution centers and 12 retail locations. The selected vendor will deliver a scalable solution that integrates real-time inventory tracking, automated reordering, multi-location synchronization, and robust analytics capabilities. This system must reduce inventory discrepancies by 40%, decrease stock-out incidents by 60%, and provide mobile accessibility for warehouse and retail staff. The successful implementation will modernize our current legacy system, which has become inadequate for our 35% year-over-year growth, and position us for continued expansion into new markets over the next five years.
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About GreenLeaf Distribution
GreenLeaf Distribution has served the Midwest region for 14 years as a premier distributor of specialty food products, connecting local artisan producers with retailers and restaurants. Our commitment to sustainable supply chain practices and technology-driven efficiency has enabled us to grow from a single warehouse operation to a multi-location enterprise serving over 400 clients.
Goals and Objectives:
Achieve 99.5% inventory accuracy across all locations by Q4 2026
Reduce operational costs by 25% through inventory optimization
Scale infrastructure to support 50 locations by 2028
Maintain industry-leading same-day fulfillment rates above 95%
Company Philosophy:
"Technology-enabled sustainability meets artisan excellence." We believe that sophisticated logistics systems should empower—not replace—the human relationships that make specialty food distribution unique. Our operations blend cutting-edge automation with personalized service, ensuring that small-batch producers receive the same attention and efficiency as large-scale manufacturers.
Industry Context:
The specialty food distribution sector faces mounting pressure to modernize aging infrastructure while managing razor-thin margins (typically 2-4%). According to the Specialty Food Association, companies that implement advanced inventory systems see average margin improvements of 1.8 percentage points and customer retention increases of 22%. With e-commerce channels now representing 34% of specialty food sales, real-time inventory visibility has shifted from competitive advantage to operational necessity.
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The selected vendor shall provide the following deliverables and services:
Phase 1: Discovery and Design (Weeks 1-4)
Conduct comprehensive needs assessment across all locations
Document current workflows, pain points, and integration requirements
Develop system architecture and technical specifications
Create detailed project timeline with milestone deliverables
Present preliminary design for stakeholder approval
Phase 2: Development and Configuration (Weeks 5-14)
Configure cloud-based inventory management platform
Develop custom integrations with existing ERP system (Microsoft Dynamics 365)
Build interfaces for POS systems (Square and Lightspeed)
Create mobile applications for iOS and Android devices
Implement barcode/RFID scanning capabilities
Develop custom reporting dashboards and analytics tools
Configure automated reordering algorithms with vendor-specific parameters
Phase 3: Testing and Quality Assurance (Weeks 15-18)
Conduct unit, integration, and user acceptance testing
Perform load testing for peak transaction volumes (5,000+ daily transactions)
Execute security and penetration testing
Document all test results and remediation actions
Phase 4: Training and Deployment (Weeks 19-22)
Develop comprehensive training materials and documentation
Conduct on-site training for 45 staff members across all locations
Execute phased rollout beginning with pilot location
Provide on-site support during initial deployment period
Complete data migration from legacy system with zero loss tolerance
Phase 5: Post-Implementation Support (Weeks 23-26)
Provide dedicated support team for 30 days post-launch
Monitor system performance and user adoption metrics
Address any issues or optimization opportunities
Deliver final project documentation and knowledge transfer
OVERVIEW
TECHNICAL REQUIREMENTS
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Mandatory System Capabilities:
Cloud-based architecture with 99.9% uptime SLA
Real-time inventory synchronization across all locations (sub-5-second latency)
Support for 50,000+ SKUs with unlimited scalability
Mobile-first design with offline functionality
Role-based access control with audit logging
Automated low-stock alerts and purchase order generation
Batch and expiration date tracking for perishable goods
Multi-warehouse transfer management
Integration APIs for existing systems (RESTful preferred)
Compliance with SOC 2 Type II and GDPR standards
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Preferred features:
AI-driven demand forecasting
Vendor portal for order tracking and invoice management
Route optimization for inter-facility transfers
Blockchain-based traceability for food safety compliance
Advanced analytics with predictive insights
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Integration Requirements:
Microsoft Dynamics 365 Business Central (ERP)
Square and Lightspeed POS systems
ShipStation (shipping management)
QuickBooks Online (accounting)
Salesforce (CRM)
SUBMISSION REQUIREMENTS
Proposals must contain the following componenets:
Cost Proposal (3 pages maximum)
Itemized pricing breakdown
Payment schedule
Assumptions and exclusions
Ongoing support costs
References (2 pages maximum)
Minimum 3 client references from similar projects
Contact information and project details
Appendices
Vendor certifications and insurance documentation
Sample contracts or terms and conditions
Additional supporting materials
Submission Format:
Electronic submissions only via email to: ______
PDF format, maximum file size 25MB
File naming convention: VendorName_RFP2025-IT-047_Date.pdf
Questions must be submitted by November 28, 2025
Executive Summary (2 pages maximum)
Overview of proposed solution
Key differentiators and value proposition
Total project cost summary
Technical Approach (10 pages maximum)
System architecture and design
Technology stack and platforms
Integration methodology
Security and compliance measures
Scalability strategy
Implementation Plan (5 pages maximum)
Detailed project timeline with milestones
Resource allocation and team structure
Risk management approach
Quality assurance methodology
Company Qualifications (5 pages maximum)
Company background and history
Relevant project experience with case studies
Team bios and certifications
Financial statements (last 2 years)
Proposals will be considered only from vendors meeting the following minimum qualifications:
Minimum 5 years' experience implementing inventory management systems
At least 3 completed projects for distribution or logistics companies with similar complexity
Development team with expertise in cloud platforms (AWS, Azure, or Google Cloud)
Demonstrated experience with food industry compliance requirements
Financial stability with minimum annual revenue of $2M
Dedicated project manager assigned to this engagement
24/7 technical support infrastructure
Client references from similar implementations
VENDOR QUALIFICATIONS
EVALUATION CRITERIA
Selection Process:
Initial proposal screening for minimum qualifications (October 10-17)
Technical evaluation by internal IT team (October 18-25)
Shortlist vendor presentations and demos (October 25-31)
Reference checks and due diligence (November 1-10)
Final vendor selection and contract negotiation (November 10-20)
Contract award notification (November 21, 2025)
PROJECT BUDGET AND EXPENSES
Total Project Budget: $285,000
Ongoing Annual Costs (Years 2-5):
Software licensing and maintenance: $52,000
Technical support: $18,000
System enhancements: $15,000
Vendors must provide detailed cost breakdowns in their proposals, including any additional fees not covered in the project budget.
GreenLeaf Distribution prefers fixed-price contracts but will consider time-and-materials arrangements with not-to-exceed caps.
TERMS AND CONDITIONS
Proposal Validity: All proposals must remain valid for 90 days from the submission deadline.
Confidentiality: All information provided in this RFP and during the selection process is confidential and proprietary to GreenLeaf Distribution.
Right to Reject: GreenLeaf Distribution reserves the right to reject any or all proposals, request clarifications, negotiate terms, or cancel this RFP at any time without liability.
Contract Award: This RFP does not constitute a commitment to award a contract. Final contract terms will be negotiated with the selected vendor.
Ownership: All intellectual property developed specifically for GreenLeaf Distribution during this project will be owned by GreenLeaf Distribution.
GreenLeaf Distribution is an equal opportunity employer and encourages proposals from diverse vendors, including minority-owned, women-owned, and veteran-owned businesses.
Proposals will be evaluated using the following weighted criteria:

