8366_RFI_CRM System_FAQ.pdf
PDF 148 KB Posted
- Solicitation number
- S-91400-00011654
- Issued by
- Marion County, Oregon
About this file
The document is a Frequently Asked Questions (FAQ) response related to a Request for Information (RFI) issued by the Oregon Housing and Community Services (OHCS) Department for a Customer Relationship Management (CRM) system. The RFI seeks to gather information on various software capabilities such as report generation, data analysis, customer portal, case management, and workflow management. The software must be compatible with Microsoft Office, SharePoint Online, and grant management solutions, and provide 24/7 customer support and training materials. While the RFI does not include a demonstration portion, if it results in a Request for Proposal (RFP), demonstrations will be included in that process. OHCS anticipates 15 to 30 initial users for the system, and the agency is accepting questions until the RFI due date of October 18, 2024. The agency estimates a procurement timeframe of 12 months or less, but the anticipated contract value is unknown at this time as the RFI is intended to assist in assessing the contract value.
OHCS does not currently have a vendor providing these services, so this would be a new investment for the agency. The RFI does not specify any set-aside designations or restrictions on the types of organizations that can respond, but the Affidavit of Trade Secret suggests that vendors may be able to protect certain information in their submissions from public disclosure if it meets the criteria for trade secret status. The RFI does not provide any details on the existing infrastructure or technology that requires integration, nor does it mention any award values or budget ranges.
View the file
Other files
| File | Type | Posted |
|---|---|---|
| 2024-92 Notice of Intent to Award.pdf | ||
| 8366_RFI_CRM System_FAQv.2.docx | DOCX document | |
| 8366_RFI_CRM System_FAQv.3.docx | DOCX document | |
| 8366_Request for Information.pdf | ||
| 8366_RFI_AttB_Affidavit.docx | DOCX document | |
| 8366_RFI_AttA_Information Sheet.docx | DOCX document |
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Text version
Oregon Housing and Community
Services Department
725 Summer Street NE, Suite B
Salem, OR 97301
Telephone: 971-433-7914
Email: amanda.king@hcs.oregon.gov
Date: September 27, 2024
To: RFI # S-91400-00011654 (OHCS #8366) Respondents
From: Amanda King, Procurement Specialist
Re: RFI # S-91400-00011654, FAQ No. 1
Customer Relationship Management (CRM) System
This document is not an Addendum to the subject RFI and does not change the requirements of the RFI. Answers given to the below questions that were submitted by prospective Respondents are for clarification purposes only.
Questions Received:
1. Regarding the Oregon Housing and Community Services Department RFI Bid #S-
91400-00011654 that was issued this morning, does the department intend to invite vendor for discussions/presentations or demonstrations for their solution?
Response: The RFI does not include a demonstration portion; however, if this RFI results in an RFP, demonstrations will be included in that process. At this time, the project is being prepared for legislative approval.
2. What is the number of internal and external users for this system?
Response: OHCS anticipates15 to 30 initial users and will have additional users added over time. If available, a per-user price tier included in Attachment A-1 would be beneficial so we can assess initial and long-term costs for the system.
mailto:amanda.king@hcs.oregon.gov
3. There is no deadline for submitting questions/clarifications listed in the RFI documents. Does this mean that they can be submitted until the RFI due date of
October 18, 2024?
Response: Yes, we are accepting questions until the Opening date of October 18, 2024, and will upload answers intermittently to OregonBuys.
4. If this RFI greenlights a solicitation, what is the estimated timeframe for procurement?
Response: We anticipate a timeframe of 12 months or less.
5. What is the anticipated contract value?
Response: Unknown at this time. This RFI will assist in assessing contract value.
6. Is there a current vendor providing these services? If so, how may I obtain copies of any incumbent contract documents?
Response: No, OHCS does not currently have a vendor providing these services. This would be a new investment for the agency.
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