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FBO DAILY ISSUE OF APRIL 08, 2009 FBO #2690
SOLICITATION NOTICE

70 -- CUSTOMER SERVICE SOFTWARE

Notice Date
4/6/2009
 
Notice Type
Presolicitation
 
NAICS
511210 — Software Publishers
 
Contracting Office
Executive Office of the President, Office of Procurement, Office of Procurement, 725 17th Street, NW, Room 5002, Washington, District of Columbia, 20503
 
ZIP Code
20503
 
Solicitation Number
OAS-S-09-0021
 
Archive Date
6/10/2009
 
Point of Contact
Lynnae C. Roscoe,, Phone: 202-395-7670, Donna R Truesdel,, Phone: (202)395-7665
 
E-Mail Address
lynnae_c._roscoe@oa.eop.gov, dtruesdel@oa.eop.gov
 
Small Business Set-Aside
N/A
 
Description
The Executive Office of the President, Office of Administration, intends to solicit and award a contract for a CRM Customer Service Software solution to include integration, training, and support services. The solution must provide the following capabilities: (1) Correspondence Tracking, for U.S. Mail (form letters and personalized letters), e-mail responses, and phone contacts; (2) Database Management with capability to be populated from e-mail, web forms, fax ingestions, user entry (call center and U.S. Mail) and multiple external databases; (3) Workflow Management Processes, including multi-flow, internal flow, and external flow; (4) Gift Tracking with customized legal reports and capability for special printing requirements; (5) Security features to meet Section 508 compliance and capability to pass certification and accreditation requirements; (6) Real-time Reporting and Dashboards in both standard and customized formats, with drill-down and export capabilities; (7) Document Management capability, including version control; (8) Contact Management, including de-duplication and merge capabilities; (9) Natural language processing of incoming contacts and messages to Auto-Categorize and Auto-Suggest Responses; (10) Call Tracking; and (11) Other Miscellaneous capabilities including the ability to act as another user, close out email responses immediately, send email as html, visual flagging for notification of duplicate responses, CTI integration, and integrated self-service. The period of performance will be one year with four (4) one-year option periods. NAICS codes 541512 and 511210 are applicable to this procurement. An Industry Day will be held on Monday, April 27, 2009. Sources interested in this procurement may request the solicitation document and register for Industry Day by contacting Ms. Lynnae Roscoe at lroscoe@oa.eop.gov or Ms. Donna Truesdel at dtruesdel@oa.eop.gov. Registration requests must be received no later than 12:00 noon, Friday April 17, 2009. Due to limited space, only 2 representatives from each vendor may register for Industry Day. Vendors must be U.S. Citizens, capable of passing an FBI name check, and must be registered in the Central Contractor Registration at http://www.ccr.gov in order to participate in this procurement.
 
Web Link
FedBizOpps Complete View
(https://www.fbo.gov/?s=opportunity&mode=form&id=77886a053638dead66b2431a4b24a8b2&tab=core&_cview=1)
 
Place of Performance
Address: 725 17th Street, NW, Washington, District of Columbia, 20503, United States
Zip Code: 20503
 
Record
SN01786915-W 20090408/090406221200-77886a053638dead66b2431a4b24a8b2 (fbodaily.com)
 
Source
FedBizOpps Link to This Notice
(may not be valid after Archive Date)

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