Oakland County Economic Development CRM

Oakland County, Michigan is seeking proposals for a comprehensive Customer Relationship Management (CRM) system through a Request for Proposal (RFP) issued by the Procurement Division for the Department of Economic Development. The project aims to develop and implement a central hub CRM solution that will enhance economic development efforts, with the current system being Salesforce. Key deliverables include data migration, system integration, customization, training, and ongoing support, with openness to both Commercial Off-The-Shelf (COTS) and custom-built solutions. Critical integration requirements include seamless connections with the Advanced Manufacturing Index (AMI) tool and Business Resource Matching Tool. The evaluation process will utilize a 100-point scoring system, with significant point allocations for CRM development and implementation (15 points), system integration (15 points), and price proposal (20 points). A non-mandatory pre-bid conference is scheduled for 6/23/2025, with proposal submissions due on 7/25/2025 at 2:00 PM EST. Bidders must meet minimum qualifications, including third-party security attestation, established service level agreements, a support model, software release management process, and at least five years of experience designing CRM systems.

The RFP does not explicitly outline specific set-aside designations or restrictions for disadvantaged enterprises. The current system is Salesforce, indicating potential integration requirements with existing technological infrastructure. Bidders are required to provide a comprehensive pricing proposal covering hardware, implementation, training, support, maintenance, software, and licensing costs over a five-year period. The pricing template requires detailed cost breakdowns, including itemized expenses and any applicable discounts. While specific budget ranges are not explicitly stated, the county reserves the right to reject any proposals and will make the final award determination based on the most advantageous proposal considering qualifications, proposed services, and cost. The desired CRM solution must provide role-based access, mobile functionality, AI-powered insights, robust security measures, and compliance with various legal standards. Vendors must be prepared to quote costs for all software and services, include system documentation, provide annual maintenance agreement pricing, specify training costs, and offer both lump sum and hourly rates for potential consulting services.