Expired
RFP

Request for Proposals (RFP) for a Customer Relationship Management (CRM) Implementation and As-Needed Professional Services

San Diego Community Power CA

Important Dates

Deadline

Jul 2, 2025 5:00 PM

Deadline passed

Published

Jun 5, 2025

AI Overview

San Diego Community Power (Community Power) is seeking proposals from qualified individuals or firms to provide Systems Integration (SI) services to support the development and deployment of an organization-wide Customer Relationship Management (CRM) platform. The platform should address multiple use cases across different functional areas within the organization. Community Power intends to bring all CRM functions in-house under an enterprise-wide CRM platform that is licensed, owned, and maintained by Community Power. The contemplated CRM solution must be built on a cloud platform and be owned by Community Power, enabling the organization to manage and operate it independently. After the contracted support period, Community Power must retain full control with no reliance on the contractor for ongoing licensing and support costs. The platform must integrate with Contact Center and Data Management functions currently handled by a third-party vendor (Calpine Community Energy) and support the needs of all functional areas including Public Affairs, Programs and San Diego Regional Energy Network (SDREN) teams. The CRM solution must be configured to accommodate the unique requirements of SDREN operations, including as a stand-alone instance that ensures data segregation between SDREN and Community Power customer data for privacy compliance. The scope includes reviewing existing data models, developing and deploying the CRM solution, testing and scheduling data integrations, configuring secure access, creating web-based intake forms, implementing self-service reporting, and providing support services.

Resources & Contact

Solicitation Number

25-005