ESBD_376245_1725996799495_358-24-00001-RFI_TSC_Customer Relationship Management System.pdf

**This RFI is only a request for information and no contractual obligation whatsoever on behalf of the

TSC shall arise from the RFI process. This RFI does not constitute a Request for Qualifications (RFQ), Request for Proposal (RFP), Request for Offer (RFO), Invitation for Bid (IFB), or other solicitation, nor does it constitute a commitment to issue any solicitation in the future. All costs associated with preparing a response or submission to this RFI shall be borne solely by the Respondent. Potential

Respondents to the RFI are responsible for monitoring the Electronic State Business Daily (ESBD) for additional information related to the RFI.

RFI No. 358-24-00001

Texas Space Commission

TEXAS SPACE COMMISSION

REQUEST FOR INFORMATION**

Customer Relationship Management System

RFI 358-24-00001

The Texas Space Commission (“TSC”) is a new state agency, created by the 88th Legislature, that seeks to fulfill its statutory mandate to promote innovation in the fields of space exploration and commercial aerospace opportunities and the integration of space, aeronautics, and aviation industries into Texas’s economy. To meet the goals set by the legislature, the TSC has identified the necessity to procure a modern customer relationship management system. The CRM must serve as a hub for the processing, categorization, and disposition of all communications received by the

TSC, as well as a means by which the TSC can transmit official communications to the public via the TSC website, email lists, social media, and traditional media.

Background:

The project involves the installation and support of a CRM; the TSC does not currently have a

CRM. Key objectives include ensuring the application’s adaptability for mobile use, securing data, and providing robust access and change control features. The goal is to implement a scalable, streamlined solution to process and respond to stakeholder communications, keep the public apprised of TSC-related activities and interests, and serve as a zero-barrier to communication central repository of ideas, aspirations, and leads that will raise Texas’s standing in the space industry.

Information Requirements from Vendors:

Vendors are requested to provide detailed information on a solution that ensures data integrity and security, including TXRAMP (Level 2) compliance. Specific requirements and other information the Vendor must submit include, but are not limited to:

1. The Vendor must have, or be in the process of obtaining, a DIR cooperative contract;

2. The CRM must:

• Be customizable;

• Handle a variety of physical, digital, and verbal correspondence, such as physical mail, social media, emails, phone calls, text messages, and webmail;

• Allow users to simply create automated communication workflows;

• Include a user-friendly interface for building emails in HTML;

**This RFI is only a request for information and no contractual obligation whatsoever on behalf of the

TSC shall arise from the RFI process. This RFI does not constitute a Request for Qualifications (RFQ), Request for Proposal (RFP), Request for Offer (RFO), Invitation for Bid (IFB), or other solicitation, nor does it constitute a commitment to issue any solicitation in the future. All costs associated with preparing a response or submission to this RFI shall be borne solely by the Respondent. Potential

Respondents to the RFI are responsible for monitoring the Electronic State Business Daily (ESBD) for additional information related to the RFI.

RFI No. 358-24-00001

Texas Space Commission

• Log, process, and record incoming and outgoing correspondence;

• Track opinions of stakeholders, as well as legislative trends and changes identified by the TSC;

• Provide intuitive data and analytics reporting tools;

• Support a variety of software, hardware, social media platforms, and data sources;

• Have a robust search and export capabilities, as well as tools to effectively manage responses to Public Information Requests;

• Integrate with Zoom, Teams, or similar software for the processing and retention of Open Meetings-related materials, including meeting recordings, transcription, agendas, and minutes;

• Display correspondence trends based on demographic, geographic, and other profiles established by the Commission;

• Be accessible by multiple staff members in various locations;

• Be scalable and respond to heavy workloads without issue;

• Include internal partitioning and provide varying levels of access to staff members;

• Be backed by responsive support services for when problems arise and expert training for users; and

• Any other functionality that will help ensure TSC’s success.

3. Estimated pricing for proposed solution.

Written responses are requested by September 30, 2024. TSC requests that Respondents limit responses to no more than fifteen pages and contain complete and detailed information regarding the Respondent’s ability to provide a CRM that closely aligns with the requirements listed above.

Presentations, if requested by the Texas Space Commission, will be scheduled during the month of October 2024.

Please submit written responses via email to: Jeffrey.Duhon@gov.texas.gov mailto:Jeffrey.Duhon@gov.texas.gov