SOURCES SOUGHT
70 -- Business Process Development/Customer Relationship Management Software
- Notice Date
- 11/13/2003
- Notice Type
- Sources Sought
- Contracting Office
- Department of the Treasury, Bureau of the Public Debt (BPD), Division of Procurement, UNB 4th Floor 200 Third Street, Parkersburg, WV, 26101-5312
- ZIP Code
- 26101-5312
- Solicitation Number
- RFI-CRM2
- Response Due
- 1/2/2004
- Archive Date
- 11/14/2004
- Point of Contact
- Debra West, Contract Specialist, Phone (304) 480-7113, Fax (304) 480-7203, - Mike Cundiff, Contract Specialist, Phone (304) 480-7130, Fax (304) 480-7203,
- E-Mail Address
-
procurement@bpd.treas.gov, procurement@bpd.treas.gov
- Description
- The Bureau of the Public Debt (Public Debt) is assessing the market to gain information for commercial, off-the-shelf, enterprise Business Process Development/Customer Relationship Management (CRM) software with an integrated services cost module to establish an information process by which contacts, accounts, service opportunities, and pricing of Public Debt?s Franchise Services can be managed. Public Debt's Administrative Resource Center's current environment includes 1) Redhat Linux 7.3 operating system with an open source database (currently PostgreSQL), open source tools (currently Java and Perl), 2) Windows 2000 or more current operating system with Microsoft SQL Server 2000 database or Oracle database and 3) Redhat Linux Advance Server 2.6 operating system with Oracle database. Application must work with SMTP (Simple Mail Transfer Protocol). Public Debts? Franchise Services is interested in CRM software with a consulting pricing module that provides: a) Compatibility with Public Debt's Administrative Resource Center?s current IT environment; b) Medium enterprise scalability; c) Minimal customization - a high percentage of out-of-box functionality; d) An upgrade process that requires minimal or no downtime; e) An original vendor product (or a minimum of a single third-party product); f) Need capability to capture, house and update customer information where data can be shared; g) Capability to track status, and link status of content through the life cycle of a cost proposal/agreement; h) Capability to allow Service Line Providers access to customer information to Franchise Services and Service Line Provider information; i) Capability to export data; j) Capability to produce a cost proposal package (MOU, CP, Cover Letter); k) Capability to create/produce Operating Plan; l) Capability to query the status of agreements; m) Capability to restrict access to customer information and data; n) Capability to allow Service Line Providers to notify Franchise Services of status upon completion of inputting elements; o) Capability to produce a final agreement package (Cover Letter, RSA, MOU, Service Description, SLA, Cost Schedule); p) A consistent template to follow to provide initial cost proposal and implement/execute an Agreement; q) Capability to maintain a history of ball park estimates and cost proposals (including declined proposals); r) Query capability to gather data currently in Cost Formulation (CF) spreadsheet; s) Capability to allow Service Line Providers to directly input their elements, including customized descriptions, into the CF Spreadsheet; t) Ability to show side-by-side the dollar amount, Full Time Employee?s transaction counts, and data elements; u) Capability to compare side-by-side the agreements of various customers; v) Capability to present side-by-side the current year and past year pricing of a customer?s Inter-Agency Agreement; w) Capability to calculate revenue and cost information by total and cost codes (Rollup amounts); x) Capability to share updates to cost proposals/agreements with all parties as they occur (snap shot in time); y) Capability to allow management to override calculated values; z) Capability to create a Billing Statement; aa) Capability to mirror Billing Statement with Cost Schedule; bb) Capability to provide supporting data for Inter-Agency Funds Transfer Spreadsheet; cc) Capability to provide supporting data for IPAC Funds Transfer Spreadsheet; dd) Need capability to roll-up all customer data to support forecasting; ee) Capability to create and maintain hard copies of the proposal/agreement and designated supporting documents; ff) Capability to produce revenue reports (w/pending customer info.) to enable reconciliation with Oracle; gg) Capability in Pricing Template, to incorporate Service Line Provider?s specialized formulas; hh) Capability to create/produce a Revenue Accrual Spreadsheet; ii) Capability to produce ?Ball Park Estimates;? jj) Capability to track changes (amounts) to cost information and those who authorized them (audit trail); kk) Integration with Microsoft; Word and Excel; ll) Must run in a server environment, not a hosted application; mm) Customer browse access that does not interfere with employee access to the same information; and, nn) Comprehensive regular business day (8 ? 4 EST) help desk support. Additionally, the vendor must provide training for technical personnel and allow knowledge transfer for product maintenance. In your response, please reference RFI-CRM2. Public Debt is requesting technical product literature that will demonstrate the vendor?s ability to meet the specified features, commercial price lists (if available), and references (agency name, point of contact, and phone number), only, at this time. However, at Public Debt's option, evaluation software, product demonstrations, and/or technical presentations may be requested from vendors responding to this announcement. Please note that this information is being requested for information and planning purposes only as Public Debt is primarily interested in assessing the viability of this technology. The Government does not intend to award a contract or otherwise pay for the information requested. Public Debt will assess the ability of the market to meet the needs as stated above based on the information received. Dependent upon the results of this market survey, Public Debt may subsequently issue a solicitation to acquire the appropriate tool(s). Any such solicitation would be based on a strictly functional statement of requirements in order to maximize competition. Information sent in response to this request shall be addressed to Debra West, Bureau of the Public Debt, Procurement, 200 Third Street, UNB 4, Parkersburg, WV 26101 and received no later than January 2, 2004, 2:30 PM EST. Please note that no solicitation document is available at this time. If one becomes available, another notice will be published. If you would like to receive any future notices related to this Request for Information, please sign up on the General Services Administration's (GSA) Electronic Posting System (EPS) internet web site at http://www.eps.gov. An electronic notice will be sent to you when the documents are available for downloading.
- Place of Performance
- Address: 200 Third Street, Parkersburg, WV
- Zip Code: 26101
- Zip Code: 26101
- Record
- SN00469302-W 20031115/031113213008 (fbodaily.com)
- Source
-
FedBizOpps.gov Link to This Notice
(may not be valid after Archive Date)
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