Luma - The Procurement Process
To obtain market data, The State issued a Request for Information (RFI) on October 3, 2016, for Enterprise Resource Planning (ERP) Software and Systems Integration Services.
The RFI solicited responses from:
The major response sections of the RFI:
Eleven unique RFI responses were received. The written responses were reviewed, and vendor presentations were held.
In order to get the best competition and ERP software for the State of Idaho, there will be two Request for Proposal's (RFP). The first RPF is for the software and the second RFP is for systems integrators of the software.
In preparation for the RFP, Luma’s project team recruited team leaders in the functional areas of budget, finance, procurement, payroll, and human capital management from State agencies that have authority in these categories. The team leaders made recommendations for 49 team members from 23 different agencies. These functional teams are in the process of reviewing and revising ERP requirements and "To Be" business process maps that will be included in the RFP.
The Luma Software RFP Functional Teams:
On August 24, 2018, the Software RFP was released. Software companies had until October 5th to respond to the RFP. The RFP can be view HERE on the Luma public website.
In the table below, you will find the general evaluation process for the Software Request for Proposal:
It is the intent of the State to award a contract to the Offeror deemed to be the most qualified and responsible firm that submits the best overall proposal based on an evaluation of all responses. Selection shall be based on the State’s assessment of the Offeror’s ability to provide the best value to the State, as determined by the SEC. Each proposal meeting the minimum qualifications and administrative requirements will receive a complete evaluation and will be assigned a score of up to 1000 points possible based on the following items:
Offeror with the highest rating may receive up to 350 points. Points shall be assigned based on factors within this category, to include but are not limited to:
Offeror with the highest rating may receive up to 300 points. Points shall be assigned based on factors within this category, to include but are not limited to:
Offeror with the highest rating may receive up to 250 points. This section shall evaluate all firms included in the response, including the primary ERP software provider and the hosting service provider. Points shall be assigned based on factors within this category, to include but are not limited to:
The offeror with the highest rating will receive 100 points. Points shall be assigned for the cost of the specific components and services, which comprise the overall system, including annual maintenance cost, as follows:
We have identified the best solution to meet State business needs
We understand the products and services selected
We know what we are getting and what we are not getting
We believe the proposed pricing is viable
We have the foundation for a good contract, with clear delineation of relationships and responsibilities between Offeror and the State
Press Release: 2/14/2019
Completion of software vendor RFP process marks milestone in multi-year project
BOISE, Idaho (February 14, 2019) – Idaho State Controller Brandon Woolf today announced the office's intent to award a contract to Infor Public Sector, Inc. as the software vendor for Luma, the planned enterprise resource planning system that will modernize and transform the way the State of Idaho does business.
Luma will serve as the backbone of all state government spending in Idaho, providing a statewide, standardized experience illuminating each dollar as it works its way through the complexities of government. Bringing together the Budget, Finance, Procurement, Payroll, and Human Capital Management functions of each state agency into one system, Luma will be the engine that drives governmental transparency in Idaho.
"In addition to the much-needed modernization of our systems, Luma will be a single source of truth for our data," said State Controller Brandon Woolf. "Every dollar spent by any state entity is the citizen's money – we must never forget that. This effort is critical to our efforts to provide a clear vision of state spending for all Idahoans while providing the most value out of every taxpayer dollar."
Aside from the convenient access to government spending, Luma will provide citizens, the software will increase efficiency in state agencies by eliminating redundant systems, improving security, and standardizing decision-making data.
The thorough selection process has taken months of collaboration among state agencies. The Idaho State Controller's Office, along with dozens of state employees from agencies across the state, have provided time and insight in the Request for Proposal (RFP) process to ensure Luma meets the needs of individual agency requirements and the entire state.
Luma was born in March 2018 after the Idaho Legislature recognized the need to replace the state's aging business operations systems and passed legislation allocating $102 million over five years to complete the project by 2023. A Governance Board provides project oversight and is comprised of representatives from each of the five functional areas, including Division of Human Resources Administrator Susan Buxton.
"From the very beginning, this has been a collaborative effort on behalf of all Idaho citizens and our hardworking state employees," shared Buxton. "Guided by the input of those who will use Luma on a regular basis through a thoughtful and thorough process, we sought a solution that could meet our state's needs today – but more importantly, innovate and evolve to meet the needs of tomorrow."
The Idaho State Controller's Office now enters into final contract negotiations with Infor. In March, the Office will issue a RFP for a Systems Integrator which will be responsible for implementing the software across state agencies.
About Luma
Luma will serve as the backbone of all government spending in Idaho, providing a statewide, standardized experience illuminating each dollar as it works its way through the complexities of government. It brings together the Budget, Finance, Procurement, Payroll, and Human Capital Management functions of each agency into one system. This statewide enterprise system will modernize and transform the way the State of Idaho does business, improve transparency, and provide a core foundation for the future.
About the Idaho State Controller
The elected State Controller is the chief fiscal officer of state government and manages Idaho's fiscal affairs, which includes paying all obligations of the state, processing payroll for all state employees, publishing Idaho's Annual Comprehensive Financial Report (ACFR), as well as maintaining the centralized financial management reporting and accounting systems. Controller Brandon Woolf is committed to conducting the business of government in an open and transparent manner and leads efforts to improve the openness of government operations, cut costs and increase accountability in state government. http://www.sco.idaho.gov
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In the table below, you will find the general evaluation process for this RFP.
Offeror with the highest rating may receive up to 332 points. Points shall be assigned based on factors within this category, to include but are not limited to:
Offeror with the highest rating may receive up to 325 points. Points shall be assigned based on factors within this category, to include but are not limited to:
The offeror with the highest rating will receive 100 points. Points shall be assigned based on the method below:
We have identified the best implementer to meet State business needs
We have the foundation for a good contract, with clear delineation of relationships and responsibilities between Offeror and the State
Press Release 8/7/2019
Completion of integration services RFP process marks milestone in multi-year project
BOISE, Idaho (August 7, 2019) – Idaho State Controller Brandon Woolf today announced the office's intent to award the Luma contract for integration services to Deloitte Consulting LLP. Luma is the planned enterprise resource planning system that will modernize and transform the way the State of Idaho does business.
Deloitte became the Apparent Successful Offeror after a comprehensive vetting process utilizing experts from multiple state agencies to rate the capabilities of each bidding vendor. As the project's Lead Sponsor, Controller Woolf approved the recommendation of the State Evaluation Committee following a Luma Governance Board review and vote yesterday, allowing staff to begin final negotiations.
"I'm excited for the opportunity to work with Deloitte to integrate Luma into state government," Woolf said. "The strong, cohesive team they bring to this project gives me even more confidence that we will accomplish our goal of transforming the way the state does business with a more efficient, effective and transparent system."
Deloitte is an international consulting and professional services group. Personnel from the company will work with the Luma project team to manage the complex logistics of implementing Luma's software across all state agencies. The software, Infor CloudSuite Public Sector, was provided by Infor Public Sector, Inc., which won a public bidding process in February. Employees from agencies across the state will work together with Deloitte to configure the software and meet the needs of State agencies.
The thorough selection process has taken months of collaboration among state agencies. The Idaho State Controller's Office, along with dozens of state employees have dedicated time and insight in the Request for Proposal (RFP) process.
"The Luma team has set a very high standard for both integrity and results in this RFP process," said Bryan Mooney, Idaho State Department of Administration Director and member of the Luma Governance Board. "Their approach has paved the way for a fruitful partnership with an experienced industry leader at a competitive price."
Luma was born in March 2018 after the Idaho Legislature recognized the need to replace the state's aging business operations systems and passed legislation allocating $102 million over five years to complete the project by 2023. The Luma Governance Board provides project oversight and is comprised of representatives from each of the five functional areas.
The Idaho State Controller's Office now enters into final contract negotiations with Deloitte. In September, the Luma Project Team will begin configuring the Infor product to meet the needs of state agencies.
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