SPECIAL NOTICE
D -- COTS customer relations software - Package #1
- Notice Date
- 4/20/2018
- Notice Type
- Special Notice
- NAICS
- 511210
— Software Publishers
- Contracting Office
- Department of the Air Force, Direct Reporting Units, USAF Academy - 10 CONS, 8110 Industrial Drive, Suite 200, USAF Academy, Colorado, 80840-2315, United States
- ZIP Code
- 80840-2315
- Solicitation Number
- BIPTCap8
- Archive Date
- 5/17/2018
- Point of Contact
- Travis Black, Phone: 719-333-7195
- E-Mail Address
-
Travis.Black@usafa.edu
(Travis.Black@usafa.edu)
- Small Business Set-Aside
- N/A
- Description
- Attach 11 Attach 10 Attach 8 Attach 5 Attach 4 Attach 9 Attach 7 Attach 6 Attach 3 Attach 1 This is a Sources Sought (SS) / Request For Information (RFI). DO NOT submit a quote or proposal in response to this RFI. The USAF Academy (USAFA) is seeking interested sources and information concerning a Commercial-off-the-Shelf (COTS) donor contributions, customer relationships (Strategic Communications & Engagements; Identifying & Maintaining Strategic Relationships) and Institutional Scheduling of internal and external events. The United States Air Force Academy (USAFA) is seeking information on how an interested contractor can provide a Commercial-off-the-Shelf (COTS) system(s) to manage: a) donor contributions b) Manage customer relationships (Strategic Communications & Engagements; Identifying & Maintaining Strategic Relationships) c) Manage Institutional Scheduling of internal and external events. This system(s) will replace the custom-coded Gift Funds Access Database, Customer Relationships Management Friends Database and excel spreadsheets. The proposed solution must provide USAFA with the following capabilities: •1. Funds Management System: •a. Manage Gift Opportunities •b. Accept Gifts: Non-Real Property •c. Accept Gifts: Real Property •d. Spend Funds •2. Customer Relationship Management System: •a. Manage USAFA Communications & Engagements •b. Identifying & Maintaining Strategic Relationships •3. Institutional Scheduling System: •a. Manage Internal Institutional wide events for all USAFA mission elements •b. Manage external entity requesting to host an event at USAFA The proposed funds management solution must enable clear distinction of the roles and responsibilities between USAFA and its 501C3 endowment organizations as it relates to USAFA alumni. It must have the ability to: •· Track and manage the friends and supporters of the academy to develop stronger relationships and brand ambassadors. •· Track and manage donors and appropriate information. •· Manage gift opportunities, gift acceptance, and spending of funds, as well as manage, track, and report on gift/donor funding in accordance with laws, regulations, and policies. The proposed customer relationship management solution must enable clear distinction of the roles and responsibilities between USAFA and its 501C3 endowment organizations as it relates to USAFA alumni. It must have the ability to: •· Define roles and responsibilities, mission statement, and authority. •· Develop a unified messaging platform and key messaging for leadership. •· Identify strategic influencers, connect with other academic areas of the AF, and facilitate relationships with other higher education institutions and the local, state and national community. •· Document reporting requirements. •· Streamline communications strategy for internal and official communications. •· Streamline communications strategy for external communications. The proposed institutional scheduling solution must enable clear distinction of the roles and responsibilities between USAFA and HQ. It must have the ability to: Manage Institutional Scheduling at all levels (with sub-processes): •· Process to enhance visibility of all scheduled events and supporting logistical requirements across the institution via use of a USAFA Master Schedule. •· A filterable, USAFA Master Schedule that fuses daily schedules and events from all Mission Elements. The Master Schedule interfaces with the event scheduling process to allow checks of resource availability during event scheduling. •· Processes to allow scheduling of events (to include resources such as time, equipment, space, etc.) for the following: •o Internal USAFA entity scheduling an event that only impacts their ME (no resource collaboration with other Mission Elements required); ex. Internal staff meeting. •o Internal USAFA entity scheduling an event that requires resource collaboration between two or more Mission Elements; ex. evening academic lecture that requires security forces support. •o USAFA Institution-wide events (aka "Institutional Events") that require full logistical support from all USAFA Mission Elements; ex. Graduation. •o External entity requesting to host an event at USAFA •· The workflow for all event types includes tracked iterative information exchange between the entity requesting (or scheduling) the event, and the approving organization and/or the resource owners. •· Process to indicate if there is a scheduling conflict with resources (to include, but not limited to: date, time, individuals required to attend, and/or facility) between the event as requested, and existing scheduled events on the USAFA Master Schedule. •· Process to ensure that internal USAFA entities trying to schedule an event have visibility during the event scheduling process as to if their required resources (to include, but not limited to: time, personnel, facilities, logistical support) are available. •· Process for iterative, tracked communication with other USAFA functional organizations to coordinate event scheduling (time, resources, facilities etc.), ensuring the feasibility of the event. •· Ability to create and modify resource types used during event scheduling. The Customer Relationship Management system must interface directly with the proposed Funds Management System and both the Air Force and USAFA Financial Management offices in addition to the Defense Financial Accounting System (DFAS) and the USAFA Student Information System (SIS), all while meeting DoD IT security policy. The system must employ a mobile-first policy to enable mobile access to the system from any device. The system must also employ a multi-factor authentication for access. Vendors are encouraged to propose industry best practices and solutions that can meet our requirements. The following attachments are provided for reference purpose: Attachment #1: Capability 8A Requirements - Gift Funds Business Systems Requirements Attachment #2: MAPS 8.1-8.3- Gift Funds Business Process MAPS 8.1-8.3 Attachment #3: Capability 8B Requirements - Manage Internal Communications & Services Functional Requirements. Attachment #4: MAP 8.6 -Strategic Relationships Business Process MAP 8.6 Attachment #5: MAP 8.5 - Strategic Relationships Business Process MAP 8.5 Attachment #6: MAP 5.3 - Institutional Scheduling Business Process MAPS 5.3 - 5.3.5 Attachment #7: Institutional Scheduling Business Process Activities - Description of Institutional Scheduling Business Processes and Activities 5.3-5.3.5 Attachment #8: Institutional Scheduling Requirement Document - Description of Business Systems Requirements for Institutional Scheduling (5B) Attachment #9: Institutional Schedule Summary of Functional Requirements - High level description of Institutional Scheduling (5B) Requirements Attachment #10: Summary of Capability 8 Functional Requirements - High level description of Capability 8 Requirements Attachment #11: MAP 8.7 - Manage External Engagements Business Process MAP 8.7 Interested sources are encouraged to provide the following information: •a. Company name, address, cage code, DUNS Number, NAICS codes, name of point of contact, telephone number and email address; •b. Small business status (service disabled veteran owned small business, HUB Zone, 8(a) minority business enterprise, etc.), if any. •c. Please identify which NAICS code you perform this work under. •d. Have you ever performed these requirements on federal Government contracts? •e. Are there any aspects of this requirement which are not consistent with current industry practices? •f. How long will it take to implement? Please provide a timeline to articulate the large milestones from contract award to full implementation.
- Web Link
-
FBO.gov Permalink
(https://www.fbo.gov/spg/USAF/DRU/10ABWLGC/BIPTCap8/listing.html)
- Place of Performance
- Address: United States Air Force Academy, USAF Academy, Colorado, 80840, United States
- Zip Code: 80840
- Zip Code: 80840
- Record
- SN04896172-W 20180422/180420230555-6d7bbd243c5429d8e159895dccfa514a (fbodaily.com)
- Source
-
FedBizOpps Link to This Notice
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