RFQ for ODOT Get There Oregon Shared Customer Relationship Management (CRM) System

The Oregon Department of Transportation (ODOT) is seeking a comprehensive Salesforce-based Customer Relationship Management (CRM) system through a Request for Quotes (RFQ) for their Get There Oregon initiative. The procurement targets a shared CRM solution that will support ODOT, Transportation Options partners, and up to 10 additional grantee organizations to coordinate employer commute relationships, track employee commute options and remote work adoption, and manage partner grants and microgrants. The selected vendor will provide Salesforce Sales Cloud Enterprise Edition licensing, consulting and development services, including CRM design, build, and user training across a phased implementation approach. The initial phase will cover 23 user licenses, with a subsequent phase adding 10 more licenses, totaling 33 users. Key system requirements include integration capabilities with existing platforms like MailChimp, CiviCRM, and Get There Connect, along with workflow automation, lead management, opportunity and account management, and robust reporting functionalities. The RFQ timeline indicates a Question-and-Answer period extended to November 8, 2024, with proposal submissions now due on December 9, 2024, at 12:00 pm, and an estimated three-year contract term beginning after vendor selection.

The RFQ documents do not explicitly specify set-aside designations or restrictions on responding organizations. The current solicitation appears open to qualified Salesforce implementation consultants and CRM solution providers. ODOT has established a total annual budget of $60,000 for licensing and $10,000 for ongoing system refinements, with the contract structured as a three-year engagement potentially including future extension options. The initial implementation will focus on the Portland metro area in phase one, with subsequent phases expanding to additional state partners. No incumbent vendor is mentioned in the documentation. The system must accommodate diverse integration requirements, connecting with multiple existing platforms and supporting the complex relationship management needs of transportation and commute-focused organizational networks. Vendors should be prepared to demonstrate comprehensive Salesforce Sales Cloud Enterprise Edition expertise, with strong capabilities in custom CRM design, development, and training services tailored to transportation and grant management environments.