What the buyer needs
AI summaryThe City of Austin invites Responsible Offerors to submit proposals under RFP 1100 TLG3015 to replace its current SaaS Customer Relationship Management (CRM) System. The City seeks a more innovative solution that will allow Austin 3-1-1 to provide a high level of service and support to City of Austin residents. Offerors must submit proposals through a Competitive Sealed Proposals process, completing Appendix B (Functional Requirements Matrix), Appendix C (Technical Requirements Matrix), Appendix E (Security Requirements), and the Pricing Submittal Sheet for categories 1, 2, and 3. Offerors must also complete Appendix D with three Public Sector industry customer references for SaaS implementation, or explain any out-of-industry reference. The City evaluates minimally responsive proposals using the Evaluation Factors in Section 11.1, while other submittals are evaluated on a pass/fail basis. City staff will recommend contract award to the highest-rated offeror or offerors, and the City may conduct interviews or presentations.
Scope of work
- Cloud-hosted SaaS Customer Relationship Management (CRM) system for Austin 3-1-1
- Full implementation and migration from legacy system
- Implementation project management, schedules, resource plans, and weekly status reports
- Requirements analysis, validation sessions, and design services
- Configuration, development, and enterprise integration architecture
- Testing, quality assurance, and proof of concept support
- Knowledge transfer, training, and organizational change management
- Production support and transition services
How proposals are evaluated
| Criterion | Weight / scoring |
|---|---|
| Offeror Experience, Background and Qualifications | 15 |
| Price | 10 |
| Small Business Preference | Up to 10 |
Minimum qualifications
- Three Public Sector industry customer references for SaaS implementation
- Experience with public entities, especially large municipalities
- Projects completed in the past four years demonstrating relevant experience
- Key personnel resumes with total industry and proposed role experience
- Employer Certification Wage Theft Ordinance compliance
- Registered vendor in Austin Finance Online
Documents to include with your response
- Executive Summary
- Price Offer (Pricing Submittal Sheet, categories 1, 2 and 3)
- Technical Offer
- Offer and Certifications
- Appendix B: Functional Requirements Matrix
- Appendix C: Technical Requirements Matrix
- Appendix D: References
- FACTA Affidavit of Compliance
- Form 1295 Certificate of Interested Parties (prior to award)
How to submit
- Method
- Electronic via Austin Finance Online (eResponse)
- Instructions
- Offerors must be registered as a vendor in Austin Finance Online and submit all required submittals via eResponse.
