Notice of Intent~24.pdf

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Attached to
Business CRM System
Solicitation number
ED-24-397
Issued by
California

About this file

This is a Notice of Intent to Award and supporting evaluation memorandum for Request for Proposals (RFP) No. ED-24-397 issued by the City of Long Beach, Department of Economic Development, in partnership with the Department of Financial Management and Department of Technology and Innovation. The RFP solicited proposals for a Business Customer Relationship Management (CRM) System designed to improve services to local businesses, enhance data collection capabilities, and support reporting on local business programming and outreach efforts. The RFP was released on March 13, 2024, with proposals due by April 24, 2024. Four organizations submitted responsive proposals by the deadline. The City's intent to award the contract is to Bludot Technologies, Inc., located in Mountain View, California, based on evaluation against established criteria. The contract was evaluated by representatives from Economic Development, Financial Management, and Technology and Innovation departments and is scheduled to be awarded on June 11, 2024.

The evaluation committee assessed proposals using four weighted criteria: Organizational Capacity & Experience (30 percent weight), Method of Approach (40 percent weight), Communications & Reporting (20 percent weight), and Reasonableness of Cost (10 percent weight). Bludot Technologies achieved a final evaluation score of 88 out of 100 possible points and was determined to best satisfy all requirements. The RFP specified that the selected vendor must demonstrate organizational capacity to provide user training and support, capability to support data imports and integrations, and ability to implement the CRM system within six weeks from the award date. The Notice of Intent to Award does not constitute a final contract award; the awarded vendor will receive a purchase order from the City of Long Beach, and work shall not commence without a signed purchase order. Questions regarding the procurement may be directed to Keisha Sanker, Buyer I, at (562) 570-6895 or rfppurchasing@longbeach.gov.

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Text version

June 11, 2024

RE: NOTICE OF INTENT TO AWARD

REQUEST FOR PROPOSALS No. RFP ED-24-397

The City of Long Beach (City) has completed its evaluation of Request for Proposals (RFP) No. ED-24-397 for Business CRM System. Four responsive proposals were received and evaluated. Based on the evaluation criteria stated in the RFP, and analysis of the response, it is the City’s intent to award the contract to:

• Bludot Technologies, Mountain View, CA

Thank you for your participation in the procurement process. The City of Long Beach regards your firm as an important and valuable provider of goods and/or services. If I can answer any further questions, please feel free to contact me at (562) 570-6895 during normal business hours or by email at rfppurchasing@longbeach.gov.

Sincerely, Keisha Sanker Keisha Sanker, Buyer I

NOTE: This Notice of Intent to Award does not constitute an award.

The awarded vendor will receive a purchase order from the City of

Long Beach. Work shall not commence without a signed purchase order.

Financial Management Business Relations Bureau/Purchasing Division

411 West Ocean Blvd., Long Beach, CA 90802

(562) 570-6200 mailto:rfppurchasing@longbeach.gov

Memorandum

Date: June 11th, 2024

To: Michelle Wilson, Purchasing Agent, Department of Financial Management

From: Bo Martinez, Director, Department of Economic Development

Subject: RFP ED-24-397 Business CRM System

A Request for Proposal (RFP) ED-24-397 was released on March 13th, 2024, soliciting proposals from qualified vendors to provide a customer relationship management system to improve services to local businesses, improve the data available and data collection, and support reporting on local business programming and outreach efforts.

Four organizations submitted a proposal by the April 24th, 2024, deadline. The proposal was evaluated by representatives from the Department of Economic Development, Financial Management, and Technology and Innovation. The proposals were evaluated based upon the following criteria:

CRITERIA Weight

1. Organizational Capacity & Experience

• Organizational capacity to provide user training and support

• Organizational and technical capacity to support data imports and integrations needed

• Ability to implement CRM system within 6 weeks from award date

30%

2. Method of Approach

• System is designed for the specified purpose and need

• System provides the desired features and capabilities

• Demonstrated understanding of economic development and business support

40%

3. Communications & Reporting

• Reporting tools and mechanisms available in the CRM system

• Ability to provide user data and report regularly on implementation KPIs

20%

4. Reasonableness of Cost 10%

After a thorough review of all proposals, the selection committee determined that

Bludot Technologies Inc. of Mountain View, CA, best satisfied all requirements in accordance with the criteria stated in the RFP. The final score of the evaluated proposal is 88% out of the possible 100.

RFP ED-24-397 Business CRM System June 11, 2024

Approved by Purchasing:

Michelle Wilson, Purchasing Agent Date

6/11/24

File details come from the government source that posted it. Updated .