Oracle EBusiness Suite (EBS) Process Assessment & Future-State Design

The Washington Suburban Sanitary Commission, MD (the "WSSC"), is soliciting sealed responses for Oracle EBusiness Suite (EBS) Process Assessment & Future-State Design. Responses are to be submitted via WSSC's eProcurement Portal via https://procurement.opengov.com/portal/wsscwater PRIOR TO 2:00 pm on Monday, May 25, 2026. Late responses will not be accepted.

WSSC is requesting a project that includes Oracle EBusiness Suite (EBS) Process Assessment & Future-State Design.

Project Details

• Reference ID: 102583
• Department: Information Technology Department
• Department Head: Joseph Edwards (Chief Information Officer)

Important Dates

• Questions Due: 2026-05-07T18:00:00.000Z
• Pre-Proposal Meeting: 2026-05-05T15:00:00.000Z — https://teams.microsoft.com/meet/23034153296116?p=SMuEFCcEKVKowpP5p7

Evaluation Criteria

• Technical Expertise and Qualifications (20 pts) —

  All Offerors evaluated under this criterion have been determined to meet the Minimum Qualifications established in Section 1. C & D. The Technical Expertise and Qualifications criterion will assess the degree to which the Offeror's experience, relevant engagements, and proposed key personnel exceed the minimum thresholds and demonstrate the depth, breadth, and complexity of expertise most advantageous to this project.

  The Offeror must provide the following supporting documentation.

  1 – Functional Experience

  Offerors must describe the extent of the firm's functional experience with Oracle E-Business Suite (EBS) and ERP/HCM SaaS platforms beyond the established minimums. The narrative shall address:

  1. The total years and scope of Oracle EBS functional experience, identifying specific modules supported and the complexity of client environments served.
  2. The total years and scope of ERP/HCM SaaS functional experience, identifying specific platforms (e.g., Oracle Cloud, Workday, SAP SuccessFactors) and functional areas supported.

  2 – Relevant Engagement Experience

  Offerors must provide summaries for all qualifying engagements completed within the past five (5) years that involved the assessment of current-state (As-Is) business processes and the design of future-state (To-Be) processes in support of an ERP/HCM SaaS migration. While two (2) engagements have already been verified under the Minimum Qualifications, Offerors are encouraged to submit summaries of all qualifying engagements to allow evaluators to assess the Offeror's relevant experience fully.

  Each engagement summary shall include:

  Field	Required Information
  Client Name	Organization name (may be anonymized if required by NDA, with explanation)
  Contract Period	Start and end dates of the engagement
  Contract Value	Total value of the engagement
  Platform Scope	Target ERP/HCM SaaS platform
  Organization Size	Number of employees and/or users impacted
  Scope of Work	Description of As-Is documentation, To-Be design, and related deliverables
  Modules Addressed	Functional areas covered
  Outcomes Achieved	Summary of measurable results or deliverables accepted by the client
  Point of Contact	Client reference name, title, phone number, and email address

   

  3 – Key Personnel Qualifications

  Offerors must identify all proposed key personnel whose qualifications contribute to this criterion and provide for each:

  1. Name and proposed role on this engagement.
  2. Resume (not to exceed 3 pages) documenting relevant Oracle EBS and ERP/HCM SaaS experience.
  3. Years of experience clearly tied to specific projects and platforms.
  4. Professional certifications or platform credentials, including issuing body and date of issuance.

  A letter of commitment confirming availability for the duration of the contract.

• Approach and Methodology (40 pts) —

  The Offeror must provide the following supporting documentation:

  1. Detailed Project Approach Document
     1. Phased methodology
     2. As-Is documentation approach
     3. To-Be design framework
     4. Requirements gathering process
  2. Project Work Plan / Schedule
     1. Gantt chart
     2. Milestones
     3. Critical path
     4. Resource allocation
  3. Stakeholder Engagement Plan
     1. Workshop strategy
     2. Interview methodology
     3. Executive steering cadence
     4. Communication approach
  4. Governance Model
     1. Roles & responsibilities (RACI)
     2. Escalation process
     3. Decision-making structure
  5. Risk Management Plan
     1. Risk identification
     2. Mitigation strategy
     3. Issue tracking process
  6. Assumptions & Dependencies Document
• Deliverables and Work Quality (10 pts) —

  The Offeror must provide the following supporting documentation:

  1. Sample As-Is Documentation
     • Process maps
     • System architecture diagrams
     • Data flow diagrams
  2. Sample To-Be Design Documents
     • Business process redesign examples
     • Gap analysis sample
     • Fit-Gap analysis matrix
  3. Requirements Traceability Matrix (RTM) Sample
  4. Sample Functional & Technical Design Documents
  5. Quality Assurance Plan
     • Review cycles
     • Documentation standards
     • Approval checkpoints
  6. Documentation Standards Template
     • Naming conventions
     • Version control approach
     • Toolset used (e.g., Jira, SharePoint, DevOps)
• Cloud Migration Readiness and Insight (15 pts) —

  The Offeror must provide the following supporting documentation:

  1. Fusion Cloud Capability Overview
     1. Modules supported
     2. SaaS migration strategy
  2. Gap Analysis Framework
     1. EBS vs Fusion comparison methodology
     2. Customization of retirement strategy
  3. Cloud Readiness Assessment Approach
     1. Data migration strategy
     2. Security model transition
     3. Integration redesign approach
  4. Optimization Recommendations
     1. Business process reengineering examples
     2. Industry best practice adoption strategy
     3. Utility-specific improvements
  5. Case Study: EBS to Fusion Transition
     1. Before/after metrics
     2. Lessons learned
     3. Value realization
  6. SaaS Governance & Compliance Strategy
     1. Role-based security
     2. Audit controls
     3. Change management in SaaS

   

• Pricing (15 pts) —

  The Vendor shall provide a lump sum cost to complete the entire project. In addition to the pricing proposal, the vendor must provide a fully loaded hourly rate for each proposed labor category. Fully loaded rates must include all direct and indirect costs, overhead, fringe benefits, general and administrative expenses, and profit. No additional costs beyond those identified on the Pricing Page will be accepted or reimbursed unless authorized in writing by WSSC.

  All proposed hours and costs must align with the vendor's proposed Scope of Work, project plan, and deliverable schedule as described in the Technical Proposal. Any discrepancies between the Pricing Page and the Technical Proposals may require clarification or result in disqualification.

  1. Labor Categories and Hourly Rates
     1. Vendors must include an attachment that identifies all proposed labor categories for this engagement, provide the estimated hours for each category, and apply the fully loaded hourly rate to calculate the total cost for each category.
  2. Other Direct Costs (ODCs)
     1. Vendors must itemize any other direct costs anticipated for this engagement that are not captured in the labor rates above. If no ODCs are anticipated, the vendor must indicate "0" on the pricing page. WSSC will not reimburse travel, lodging, or incidental expenses unless explicitly authorized in writing prior to the expense being incurred.

Submission Requirements

• MINIMUM QUALIFICATIONS
• The Proposer must be a certified implementer for an Enterprise Resource Planning (ERP)/Human Capital Management (HCM) Software as a Service (SaaS). (required)
• Certified Partner Status (required) —
  1.  Provide a copy of the vendor's current certification or designation, including the certification tier (e.g., Gold, Platinum) and any relevant specializations in Enterprise Resource Planning (ERP)/Human Capital Management (HCM) Software as a Service (SaaS).
  2. Provide a direct link or reference to the vendor's Partner profile for verification purposes.
• All proposed key personnel assigned as functional or technical roles on this project, including Functional Leads and Technical Architects, must hold an active, non-revoked Enterprise Resource Planning (ERP) or Human Capital Management (HCM) certification from a recognized software vendor (e.g., Oracle, SAP, Workday). (required) —

  A certified Functional Lead or Technical Architect must be individually assigned to each in-scope module listed in Section 6.9.A (SOW), and each assigned individual must hold a current certification specific to the module they are proposed to support. A single individual may cover multiple modules only if they hold the requisite certification for each module they are assigned. Non-technical personnel, such as Project Managers, are exempt from this certification requirement.

• Please provide all relevant certifications for all proposed resources mentioned above (required)
• The Proposer must have a minimum of ten (10) years of functional experience in Oracle EBS and at least five (5) years of functional experience in Enterprise Resource Planning (ERP)/Human Capital Management (HCM) Software as a Service (SaaS). (required)
• Please provide the following (required) —
  1. Provide a narrative summary (no more than two (2) pages) describing the vendor's functional experience with Oracle E-Business Suite (EBS) in an on-premises environment, including the specific modules supported and the nature of the work performed.
  2. Provide a list of the key personnel proposed for this engagement, including each individual's name, title, role on this project, and a summary of their relevant Oracle EBS experience. Resumes for all proposed key personnel. 
  3. Provide at least two (2) client references for engagements that demonstrate Oracle EBS on-premises functional experience completed within the past five (5) years. Each reference must include the client organization name, contact name, title, phone number, email address, project description, and the Oracle EBS modules supported.
• The vendor must have completed a minimum of two (2) engagements within the past five (5) years that included the assessment and documentation of current-state (As-Is) business processes and the design of future-state (To-Be) processes in support of a migration to Enterprise Resource Planning (ERP)/Human Capital Management (HCM) Software as a Service (SaaS). (required)
• Successful Completion of Two (2) As-Is and To-Be Process Engagements Supporting Enterprise Resource Planning (ERP)/Human Capital Management (HCM) Software as a Service (SaaS) Migration (required) —

  1. Provide a project summary for each of the two (2) qualifying engagements (no more than one (1) page per project) that includes the following:

     1. Client organization name and industry

     2. Project scope and objectives

     3. Oracle EBS modules assessed, and Enterprise Resource Planning (ERP)/Human Capital Management (HCM) Software as a Service (SaaS) modules targeted

     4. Description of the As-Is documentation and To-Be design methodology used

     5. Project timeline and date of completion

  2. The vendor's role and key personnel involved

     1. Provide at least one (1) sample deliverable from each qualifying engagement that demonstrates the quality of As-Is and/or To-Be process documentation produced. Samples may be redacted to protect confidential client information, but must be sufficiently detailed to allow for meaningful evaluation.
• At least two (2) of the referenced clients must have been for organizations of a similar size or business as WSSC Water (~1800+ Employees, ~500K Customer Accounts, and 1.9M Residents served). (required)
• Provide a client reference for each of the two (2) qualifying engagements. Each reference must include the client organization name, contact name, title, phone number, and email address, and must be able to speak to the vendor's performance and the quality of deliverables produced. (required)
• The Vendor shall provide a lump sum cost to complete the entire project. Additionally, the vendor shall supply a cost breakdown identifying: estimated hours per labor classification, labor rates per classification, and any other fixed costs. (required)
• Appendix A: OSDI PARTICIPATION
• Does your firm meet the Optimization of Diverse Business Development Program requirements? (required)
• Provide proof of approved MBE business certifications or SLBE registrations? (required)
• Does your firm meet the SLBE Optimization of Diverse Business Development Program requirements? (required)
• Provide proof of approve SLBE business registrations (required)
• Does your firm meet the MBE/SLBE Optimization of Diverse Business Development Program requirements? (required)
• Provide proof of approve MBE business certifications and/or SLBE business registrations (required)
• Please download and complete the attached OSDI Forms (required) —

  Please download the below documents, complete, and upload.

• Appendix B: CERTIFICATE OF INSURANCE
• Please upload your up to date Certificate of Insurance here (required)
• Appendix C: SUBMISSION FORMS
• Technical Proposal (WITHOUT COST) (required) —

  Please upload your technical proposal here

• CONSENT TO USE OF ELECTRONIC SIGNATURE (required) —

  Please download the below documents, complete, and upload.

• CERTIFIED INSURANCE CONFIRMATION (required) —

  I certify that I will have on file within 10 days of Notice of Award, Certificates of Insurance acceptable to the Commission, meeting all requirements set forth in the Contract Document.

• CONTRACT CERTIFICATION AFFIDAVIT (required) —

  Please download the below documents, complete, and upload.

• CONSULTANT CONFLICT OF INTEREST AFFIDAVIT (required) —

  Please download the below documents, complete, and upload.

• IRAN INVESTMENT ACTIVITY CERTIFICATION (required) —

  Please download the below documents, complete, and upload.

• STATEMENT OF BIDDER’S QUALIFICATIONS FORM (required) —

  Please download the below documents, complete, and upload.

• STATEMENT OF OFFEROR’S QUALIFICATIONS FORM (required) —

  Please download the below documents, complete, and upload.

• PRICING
• Please upload your pricing here (required)
• REFERENCES —

  Please list 3 references below including the following information:

  1. Name and address of customer.
  2. The name, title, telephone number, and e-mail of customer contact.
  3. Description of the work performed, contract title, contract dates and price range (over or under $________)
• Reference 1 (required)
• Reference 2 (required)
• Reference 3 (required)
• Are you registered in WSSC Water's Supplier Portal? (required)
• Please provide your Supplier Portal identification number (ID): (required)
• Please confirm that you have registered prior to bid submittal (required) —

  Please register at: www.wsscwater.com/supplier.

• Prompt Payment Discount (required)
• Solicitation Purpose? (required)
• RFP purpose? (required)
• IFB Purpose (required)
• General Terms and Conditions? (required)
• How will you be collecting pricing? (required) —

  Select electronic pricing table if providing line items for the vendor to fill out

• Bonding Requirements? (required)
• Please select all relevant insurance types: (required)
• Will you be awarding a single or multiple vendors? (required)
• Will the Mid-Atlantic Purchasing Team Intergovernmental & Cooperative Purchasing Clause apply? (required) —

  Select yes to show the Mid-Atlantic Purchasing Team Intergovernmental & Cooperative Purchasing Clause in the attachments

• Identify OSDI's Participation Recommendation (required)
• MBE Bid Price Preference: (required)
• SLBE Bid Price Preference: (required)
• MBE/SLBE Goal (required)
• Select the Optimization of Diverse Business Development Program (required)