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Basic Information

Reference Number

0000314610

Issuing Organization

Montgomery County

Owner Organization

County Executive (CEX)

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

1151029

Title

Business Center Customer Relationship Management System

Source ID

PU.AG.USA.1716688.C13825001

Details

Location

United States, Maryland, Montgomery County

Delivery Point

United States, Maryland, Montgomery County

Purchase Type

Duration: 1 year
Option: Four 1-Year Renewals

Piggyback Contract

Description

The intent is for the Office of County Executive to enter into a contract with a qualified contractor to obtain a cloud-based, hosted, and proven Software as a Business Center staff/customer/constituent Relationship Management solution to support County Executive’s Business Center (CEX BC) and Community Engagement Cluster Regional Service Center Directors and their staff (CEC RSD) interactions with the Montgomery County Business Community.
The selected system must have the ability to enable business constituents to enter and manage their business contact records; register for events and programs; complete applications, and also have Account Security Management, User Training and Customer Assistance incorporated within the system.
The primary users of this Contract will be CEX BC and CEC RSD teams, however other County departments and agencies with similar economic development and constituent tracking needs may be given permission to utilize this system in order to best serve businesses within Montgomery County.
The Contractor must work with County staff, including personnel from CEX BC, CEC RSD and others as needed throughout the contract.

Dates

Publication

03/22/2023 11:52 AM EDT

Closing DateA - Latest Addendum

04/28/2023 03:00 PM EDT

Prebid Conference

04/17/2023 01:00 PM EDT

Contact Information

Eric Harris

2407779900

eric.harris@montgomerycountymd.gov

Gene Smith

gene.smith@montgomerycountymd.gov

Pre-Bidding Events

Event Type

Prebid Conference

Attendance

Recommended

Event dateA - Latest Addendum

04/17/2023 01:00 PM EDT

Location

Virtual Microsoft Teams Meeting

Event Note

https://teams.microsoft.com/l/meetup-join/19%3ameeting_NzlmYzIzODYtMDFkNC00NTY4LWJmODEtNGU2NWNiYzI0YjA5%40thread.v2/0?context=%7b%22Tid%22%3a%226e01b1f9-b1e5-4073-ac97-778069a0ad64%22%2c%22Oid%22%3a%22b9960bb3-8ce3-4e3f-8834-c8954930c3d7%22%7d
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Bid Submission Process

Bid Submission Type

Electronic Bid Submission

Pricing

In attached document

Bid Documents List

Item Name	Description	Mandatory	Limited to 1 file
Offeror Proposal & Pricing	Offeror Proposal Including Pricing (See RFP Proposal Submission Section E)	Yes	No
Amendments	All Signed Amendments (Mandatory if Amendments are Issued)	No	No
MFD Performance Plan	PMMD-65 Minority, Female, Disabled Persons Subcontractor Performance Plan (See Section E - Submissions)	Yes	No
Wage Requirements Form	PMMD-177 (See Section E- Submissions)	Yes	No
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