Procurement Resources for FM Technology

The primary objective of this report is to provide direct, actionable recommendations to facility professionals as they seek to procure technology in an ever-changing world. Many find the task of specifying a scope, evaluating proposals, conducting interviews, facilitating product demonstrations and (eventually) signing a contract to be incredibly daunting in the technology space.

The supplemental library of resources is found below. The full report can be purchased from the IFMA Bookstore.

Resources, Tools, and Templates

RFP Library

Budgeting Software

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Call Management Software

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Computer Assisted Mass Appraisal (CAMA)

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Customer Relationship Mgmt

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ERP

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Airport
IT_ERP_Airport_001.pdf
Healthcare
IT_ERP_Health_001.pdf
IT_ERP_Health_002.pdf
IT_ERP_Health_003.pdf
Higher Education
IT_ERP_HighEd_001.pdf
IT_ERP_HighEd_002.pdf
IT_ERP_HighEd_003.pdf
IT_ERP_HighEd_004.pdf
IT_ERP_HighEd_005.pdf
IT_ERP_HighEd_006.pdf
IT_ERP_HighEd_007.pdf
IT_ERP_HighEd_008.pdf
IT_ERP_HighEd_009.pdf
IT_ERP_HighEd_010.pdf
IT_ERP_HighEd_011.pdf
K-12 School
IT_ERP_K12_001.pdf
IT_ERP_K12_002.pdf
IT_ERP_K12_003.pdf
IT_ERP_K12_004.pdf
Municipality
IT_ERP_Muni_001.pdf
IT_ERP_Muni_002.pdf
IT_ERP_Muni_003.pdf
IT_ERP_Muni_004.pdf
IT_ERP_Muni_005.pdf
IT_ERP_Muni_006.pdf
IT_ERP_Muni_007.pdf
IT_ERP_Muni_008.pdf
IT_ERP_Muni_009.pdf
IT_ERP_Muni_010.pdf
IT_ERP_Muni_011.pdf
IT_ERP_Muni_012.pdf
IT_ERP_Muni_013.pdf
IT_ERP_Muni_014.pdf
IT_ERP_Muni_015.pdf
IT_ERP_Muni_016.pdf
IT_ERP_Muni_017.pdf
IT_ERP_Muni_018.pdf
IT_ERP_Muni_019.pdf
IT_ERP_Muni_020.pdf
IT_ERP_Muni_021.pdf
IT_ERP_Muni_022.pdf
IT_ERP_Muni_023.pdf
IT_ERP_Muni_024.pdf
IT_ERP_Muni_025.pdf
IT_ERP_Muni_026.pdf
IT_ERP_Muni_027.pdf
IT_ERP_Muni_028.pdf
IT_ERP_Muni_029.pdf
IT_ERP_Muni_030.pdf
IT_ERP_Muni_031.pdf
IT_ERP_Muni_032.pdf
IT_ERP_Muni_033.pdf
IT_ERP_Muni_034.pdf
IT_ERP_Muni_035.pdf
IT_ERP_Muni_036.pdf
IT_ERP_Muni_037.pdf
IT_ERP_Muni_038.pdf
IT_ERP_Muni_039.pdf
IT_ERP_Muni_040.pdf
IT_ERP_Muni_041.pdf
IT_ERP_Muni_042.pdf
IT_ERP_Muni_043.pdf
IT_ERP_Muni_044.pdf
IT_ERP_Muni_045.pdf
IT_ERP_Muni_046.pdf
IT_ERP_Muni_047.pdf
IT_ERP_Muni_048.pdf
IT_ERP_Muni_049.pdf
IT_ERP_Muni_050.pdf
IT_ERP_Muni_051.pdf
IT_ERP_Muni_052.pdf
IT_ERP_Muni_053.pdf
IT_ERP_Muni_054.pdf
IT_ERP_Muni_055.pdf
IT_ERP_Muni_056.pdf
IT_ERP_Muni_057.pdf
IT_ERP_Muni_058.pdf
IT_ERP_Muni_059.pdf
IT_ERP_Muni_060.pdf
IT_ERP_Muni_061.pdf
IT_ERP_Muni_062.pdf
IT_ERP_Muni_063.pdf
IT_ERP_Muni_064.pdf
IT_ERP_Muni_065.pdf
IT_ERP_Muni_066.pdf
IT_ERP_Muni_067.pdf
IT_ERP_Muni_068.pdf
IT_ERP_Muni_069.pdf
IT_ERP_Muni_070.pdf
IT_ERP_Muni_071.pdf
IT_ERP_Muni_072.pdf
IT_ERP_Muni_073.pdf
IT_ERP_Muni_074.pdf
IT_ERP_Muni_075.pdf
IT_ERP_Muni_076.pdf
IT_ERP_Muni_077.pdf
IT_ERP_Muni_078.pdf
IT_ERP_Muni_079.pdf
IT_ERP_Muni_080.pdf
IT_ERP_Muni_081.pdf
IT_ERP_Muni_082.pdf
IT_ERP_Muni_083.pdf
IT_ERP_Muni_084.pdf
IT_ERP_Muni_085.pdf
IT_ERP_Muni_086.pdf
IT_ERP_Muni_087.pdf
IT_ERP_Muni_088.pdf
Non-Profit Organization
IT_ERP_NPO_001.pdf
IT_ERP_NPO_002.pdf
IT_ERP_NPO_003.pdf
Other
IT_ERP_Other_001.pdf
State Agency
IT_ERP_State_001.pdf
IT_ERP_State_002.pdf
IT_ERP_State_003.pdf
IT_ERP_State_004.pdf
IT_ERP_State_005.pdf
 
TA
IT_ERP_TA_001.PDF

Event Mgmt

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Event Management
IT_EventMgmt_Fed_001.pdf
 
Higher Education
IT_EventMgmt_HighEd_001.pdf

 

Housing Management

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Managed Services & Help Desk

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Airport
IT_HelpDesk_Airport_001.pdf
IT_HelpDesk_Airport_002.pdf
IT_HelpDesk_Airport_003.pdf
Healthcare
IT_HelpDesk_Health_001.pdf
IT_HelpDesk_Health_002.pdf
Higher Education
IT_HelpDesk_HighEd_001.pdf
IT_HelpDesk_HighEd_002.pdf
IT_HelpDesk_HighEd_003.pdf
IT_HelpDesk_HighEd_004.pdf
Housing Authority
IT_HelpDesk_HousingAuth_001.pdf
IT_HelpDesk_HousingAuth_002.pdf
K-12 School
IT_HelpDesk_K12_001.pdf
IT_HelpDesk_K12_002.pdf
IT_HelpDesk_K12_003.pdf
IT_HelpDesk_K12_004.pdf
IT_HelpDesk_K12_005.pdf
IT_HelpDesk_K12_006.pdf
Municipality
IT_HelpDesk_Muni_001.pdf
IT_HelpDesk_Muni_002.pdf
IT_HelpDesk_Muni_003.pdf
IT_HelpDesk_Muni_004.pdf
IT_HelpDesk_Muni_005.pdf
IT_HelpDesk_Muni_006.pdf
IT_HelpDesk_Muni_007.pdf
IT_HelpDesk_Muni_008.pdf
IT_HelpDesk_Muni_009.pdf
IT_HelpDesk_Muni_010.pdf
IT_HelpDesk_Muni_011.pdf
IT_HelpDesk_Muni_012.pdf
IT_HelpDesk_Muni_013.pdf
IT_HelpDesk_Muni_014.pdf
IT_HelpDesk_Muni_015.pdf
IT_HelpDesk_Muni_016.pdf
IT_HelpDesk_Muni_017.pdf
IT_HelpDesk_Muni_018.pdf
IT_HelpDesk_Muni_019.pdf
IT_HelpDesk_Muni_020.pdf
IT_HelpDesk_Muni_021.pdf
IT_HelpDesk_Muni_022.pdf
IT_HelpDesk_Muni_023.pdf
Non-Profit Organization
IT_HelpDesk_NPO_001.pdf
IT_HelpDesk_NPO_002.pdf
IT_HelpDesk_NPO_003.pdf
IT_HelpDesk_NPO_004.pdf
Private/Commercial Enterprise
IT_HelpDesk_Private_001.pdf
IT_HelpDesk_Private_002.pdf
State Agency
IT_HelpDesk_State_001.pdf
IT_HelpDesk_State_002.pdf
IT_HelpDesk_State_003.pdf
IT_HelpDesk_State_004.pdf
IT_HelpDesk_State_005.pdf
IT_HelpDesk_State_006.pdf
IT_HelpDesk_State_007.pdf
IT_HelpDesk_State_008.pdf
IT_HelpDesk_State_009.pdf
Transportation Authority
IT_HelpDesk_TA_001.pdf
IT_HelpDesk_TA_002.pdf
IT_HelpDesk_TA_003.pdf

Miscellaneous Software

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Airport
IT_Misc_Airport_001_(Advertising).pdf
IT_Misc_Airport_002_(Training Sys).pdf
IT_Misc_Airport_003_(Identity Mgmt).pdf
IT_Misc_Airport_004_(Boarding Sys).pdf
IT_Misc_Airport_005_(Property & Revenue).pdf
IT_Misc_Airport_006_(Processing Sys).pdf
IT_Misc_Airport_007_(Weather Obs).pdf
Transportation
IT_Misc_DOT_001_(Legacy Sys).pdf
IT_Misc_DOT_002_(Run Cutting & Bid).pdf
Healthcare
IT_Misc_Health_001_(Patient Mgmt).pdf
IT_Misc_Health_002_(Food Service).pdf
IT_Misc_Health_003_(Care Mgmt).pdf
It_Misc_Health_004_(Hospital IS).pdf
IT_Misc_Health_005_(Portfolio Mgmt).pdf
IT_Misc_Health_006_(Publishing).pdf
IT_Misc_Health_007_(Credentialing).pdf
Higher Education
IT_Misc_HighEd_001_(Health IVR).pdf
IT_Misc_HighEd_002_(IT Service Mgmt).pdf
IT_Misc_HighEd_003_(Database, Marketing & Comm).pdf
IT_Misc_HighEd_004_(Inventory Mgmt).pdf
IT_Misc_HighEd_005_(Digital Signage).pdf
IT_Misc_HighEd_006_(Mgmt Services).pdf
IT_Misc_HighEd_007_(eRA).pdf
IT_Misc_HighEd_008_(Image Sharing).pdf
IT_Misc_HighEd_009_(Affirmative Action).pdf
IT_Misc_HighEd_010_(Pipe Modeling).pdf
IT_Misc_HighEd_011_(Compliance Soft).pdf
IT_Misc_HighEd_012_(Clinical Decision).pdf
IT_Misc_HighEd_013_(Lab Mgmt).pdf
IT_Misc_HighEd_014_(Energy Mgmt).pdf
IT_Misc_HighEd_015_(Alumni & Fundraise).pdf
IT_Misc_HighEd_016_(Quality Mgmt).pdf
IT_Misc_HighEd_017_(ITSM).pdf
IT_Misc_HighEd_018_(eForm).pdf
IT_Misc_HighEd_019_(eForms).pdf
IT_Misc_HighEd_020_(Box Office Ticketing).pdf
IT_Misc_HighEd_021_(Accessibility).pdf
IT_Misc_HighEd_022_(Construct Mgmt Soft).pdf
IT_Misc_HighEd_023_(IT Monitoring).pdf
Housing Authority
IT_Misc_HousingAuth_001_(Business Soft).pdf
IT_Misc_HousingAuth_002_(Voucher Sys).pdf
K-12 School
IT_Misc_K12_001_(Nutrition Mgmt).pdf
IT_Misc_K12_002_(College & Career Plan).pdf
IT_Misc_K12_003_(SACC Mgmt).pdf
IT_Misc_K12_004_(GPS).pdf
IT_Misc_K12_005_(Chromebook Mgmt).pdf
Municipality
IT_Misc_Muni_001_(Smart City).pdf
IT_Misc_Muni_002_(Inventory Tracking).pdf
IT_Misc_Muni_003_(Analytic Software).pdf
IT_Misc_Muni_004_(Tax Processing).pdf
IT_Misc_Muni_005_(Performance Measurement).pdf
IT_Misc_Muni_006_(EnergyMgmt).pdf
IT_Misc_Muni_007_(Records Mgmt).pdf
IT_Misc_Muni_008_(Towing Mgmt).pdf
IT_Misc_Muni_009_(Training Platform).pdf
IT_Misc_Muni_010_(Light Mgmt)_.pdf
IT_Misc_Muni_011_(Library System).pdf
IT_Misc_Muni_012_(Dispatch Sys).pdf
IT_Misc_Muni_013_(Symantec).pdf
IT_Misc_Muni_014_(Library Sys).pdf
IT_Misc_Muni_015_(Citation Issuance).pdf
IT_Misc_Muni_016_(Social Media Threats).pdf
IT_Misc_Muni_017_(Parking Citation).pdf
IT_Misc_Muni_018_(Ticketing).pdf
Non-Profit Organization
IT_Misc_NPO_001_(TrackingSoft).pdf
IT_Misc_NPO_002_(Compliance Sys).pdf
IT_Misc_NPO_003_(Disease Registry).pdf
IT_Misc_NPO_004_(Community Action).pdf
IT_Misc_NPO_005_(Equipment &Soft).pdf
IT_Misc_NPO_006_(Service Mgmt).pdf
IT_Misc_NPO_007_(Project Mapping).pdf
State Agency
IT_Misc_State_001_(Retail Business Sys).pdf
IT_Misc_State_002_(Print Shot Mgmt).pdf
IT_Misc_State_003_(Legislative Info Sys).pdf
IT_Misc_State_004_(Aging Info Sys).pdf
IT_Misc_State_005_(Redistricting Soft).pdf
IT_Misc_State_006_(Victim Notification Sys).pdf
IT_Misc_State_007_(Infor Lawson Soft).pdf
IT_Misc_State_008_(Risk Mgmt).pdf
IT_Misc_State_009_(Training & Event Mgmt).pdf
IT_Misc_State_010_(Fisheries Info Network).pdf
IT_Misc_State_011_(Fitness Network).pdf
IT_Misc_State_012_(Medical Marijuana Track).pdf
IT_Misc_State_013_(Info & Tracking Sys).pdf
IT_Misc_State_014_(Airline Intelligence Soft).pdf
IT_Misc_State_015_(Care Mgmt).pdf
IT_Misc_State_016_(Financial Licensing).pdf

Space Mgmt

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Higher Education
IT_SpaceMgmt_HighEd_001.pdf
 
Municipality
IT_SpaceMgmt_Muni_001.pdf

 

Standing Order

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Telecom/Network ISP

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Airport
IT_TNI_Airport_001_(ISP).pdf
Transportation
IT_TNI_DOT_001_(Internet & Voice).pdf
Healthcare
IT_TNI_Health_001_(Ethernet).pdf
IT_TNI_Health_002_(Network).pdf
IT_TNI_Health_003_(Internet).pdf
IT_TNI_Health_004_(Service Lines).pdf
IT_TNI_Health_005_(Telehealth).pdf
Higher Education
IT_TNI_HighEd_001_(Contact Center).pdf
IT_TNI_HighEd_002_(Cell Enhancement).pdf
IT_TNI_HighEd_003_(ISP).pdf
IT_TNI_HighEd_004_(SAN Replace).pdf
IT_TNI_HighEd_005_(Wireless Network).pdf
IT_TNI_HighEd_006_(Radio).pdf
IT_TNI_HighEd_007_(Data Transport).pdf
IT_TNI_HighEd_008_(Video Software).pdf
IT_TNI_HighEd_009_(Media Stream).pdf
IT_TNI_HighEd_010_(Telecom Mgmt).pdf
K-12 School
IT_TNI_K12_001_(Internet).pdf
IT_TNI_K12_002_(Internet).pdf
IT_TNI_K12_003_(Telecom).pdf
IT_TNI_K12_004_(Fiber Network).pdf
IT_TNI_K12_005_(ISP).pdf
IT_TNI_K12_006_(Internet).pdf
IT_TNI_K12_007_(Network & Internet).pdf
IT_TNI_K12_008_(eRate Wireless).pdf
Municipality
IT_TNI_Muni_001_(Infrastructure Design).pdf
IT_TNI_Muni_002_(Broadband Sys).pdf
IT_TNI_Muni_003_(FTTP Network).pdf
IT_TNI_Muni_004_(Internet).pdf
IT_TNI_Muni_005_(Internet & Comm).pdf
IT_TNI_Muni_006_(Radio).pdf
IT_TNI_Muni_007_(High Bandwidth ISP).pdf
IT_TNI_Muni_008_(Network Maintenance).pdf
IT_TNI_Muni_009_(Internet).pdf
IT_TNI_Muni_010_(Internet).pdf
IT_TNI_Muni_011_(Telephone Sys).pdf
IT_TNI_Muni_012_(Network Refresh).pdf
IT_TNI_Muni_013_(Fiber).pdf
IT_TNI_Muni_014_(VoIP).pdf
IT_TNI_Muni_015_(Telecom).pdf
IT_TNI_Muni_016_(Network).pdf
IT_TNI_Muni_017_(Fiber Mgmt).pdf
IT_TNI_Muni_018_(Network Update).pdf
Non-Profit Organization
IT_TNI_NPO_001_(ISP).pdf
IT_TNI_NPO_002_(ISP).pdf
IT_TNI_NPO_003_(Internet).pdf
IT_TNI_NPO_004_(Email & SMS).pdf
IT_TNI_NPO_005_(Telephone).pdf
Private/Commercial Enterprise
IT_TNI_Private_001_(Call Center).pdf
IT_TNI_Private_002_(Internet & Telecom).pdf
IT_TNI_Private_003_(Internet).pdf
State Agency
IT_TNI_State_001_(Network Mgmt).pdf
IT_TNI_State_002_(ISP).pdf
IT_TNI_State_003_(Telecom).pdf
IT_TNI_State_004_(Radio).pdf
IT_TNI_State_005_(Telecom).pdf
IT_TNI_State_006_(Wireless Comm).pdf
IT_TNI_State_007_(Data Comm).pdf
IT_TNI_State_008_(Fiber).pdf
IT_TNI_State_009_(Telecom & Voice).pdf
IT_TNI_State_010_(Conferencing).pdf

Time and Attendance Software

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Vendor Management & Payment

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