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

  • 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.

  • 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.

  • 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

  • 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

  • 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

  • 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:

  1. Initial proposal screening for minimum qualifications (October 10-17)

  2. Technical evaluation by internal IT team (October 18-25)

  3. Shortlist vendor presentations and demos (October 25-31)

  4. Reference checks and due diligence (November 1-10)

  5. Final vendor selection and contract negotiation (November 10-20)

  6. 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:

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