Oregon Housing and Community Services CRM System RFI - S-91400-00011654 - 2024
- Due
- Oct 18, 2024
- Deadline passed
- Posted
- Sep 25, 2024
- Primary contact
- Amanda King
- (971) 433-7914
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THE 30-SECOND BRIEF
The Oregon Housing and Community Services Department (OHCS) is issuing this Request for Information (RFI) #S-91400-00011654 to solicit information from vendors for a Customer Relationship Management (CRM) software solution. The agency seeks a solution with broad, configurable functionality to support customer care, triage cases (eviction, foreclosure), and integrate with email, business intelligence, or data visualization software. Key requirements include workflow management, automated reminders, role-based access control (RBAC), and compatibility with Microsoft 365 (GCC G5), Outlook, and SharePoint Online. The system must support 15-30 initial internal users and comply with NIST 800.53 and Section 508 standards. Responses are due by October 18, 2024, at 4:00 PM PDT via email to Amanda King.
Respondent Information Sheet (Attachment A), Pricing Estimate (Attachment A-1), Affidavit of Trade Secret (Attachment B if applicable)
SUMMARY
The Oregon Housing and Community Services Department (OHCS) is issuing this Request for Information (RFI) #S-91400-00011654 to solicit information from vendors for a Customer Relationship Management (CRM) software solution.
The agency seeks a solution with broad, configurable functionality to support customer care, triage cases (eviction, foreclosure), and integrate with email, business intelligence, or data visualization software. Key requirements include workflow management, automated reminders, role-based access control (RBAC), and compatibility with Microsoft 365 (GCC G5), Outlook, and SharePoint Online. The system must support 15-30 initial internal users and comply with NIST 800.53 and Section 508 standards. Responses are due by October 18, 2024, at 4:00 PM PDT via email to Amanda King.
REQUIRED DELIVERABLES
3- Respondent Information Sheet (Attachment A)
- Pricing Estimate (Attachment A-1)
- Affidavit of Trade Secret (Attachment B if applicable)
REQUIRED ATTACHMENTS
3- Attachment A
- Attachment A-1
- Attachment B
- Submit to
- Electronic submission to [email protected]
- Scope location
- Salem, OR
- Reported agency
- Oregon Housing and Community Services Department
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Questions about this RFP
How do I respond to this RFI from Oregon Housing and Community Services?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is October 18, 2024. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: Electronic submission to [email protected]. For questions, contact Amanda King.
Can small businesses or minority-owned firms bid on this RFI?
Most government agencies, including Oregon Housing and Community Services in OR, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFI submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Amanda King at (971) 433-7914. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Respondent Information Sheet (Attachment A), Pricing Estimate (Attachment A-1), Affidavit of Trade Secret (Attachment B if applicable). Proposals should clearly address how each deliverable will be met.
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Where can I find more RFPs from Oregon Housing and Community Services?
All active and historical solicitations from Oregon Housing and Community Services are tracked and searchable. As a state housing authority agency, Oregon Housing and Community Services regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What documents are required to bid on this RFI?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: Attachment A, Attachment A-1, Attachment B. Review the full document from Oregon Housing and Community Services for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Salem, OR. Review the full solicitation for detailed scope requirements.