Online Database, CRM, and Workflow System

Salt Lake County Health Department is seeking a customizable online database, CRM, and workflow system, including software, implementation, data migration, training, and ongoing support.

Salt Lake County > Department of Human Services > Health Department


General
Open
Nov 04, 2026 08:00 PM
Oct 21, 2026 04:08 PM
1 year base + 5 × 1 year options
Request for Proposal (RFP)
Local
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Original Solicitation Links
Contact
memery@saltlakecounty.gov
Submission Instructions
Description

Salt Lake County Health Department seeks a single vendor to provide an out-of-the-box, customizable online database, customer relationship management (CRM), and workflow management system. The solution must support centralized data management, configurable workflows and automation, reporting and dashboards, public-facing forms and information sharing, user roles and access controls, integrations, mobile access, and data portability. It must support the department’s public-records and accessibility obligations, and be capable of HIPAA-compliant functionality upon request. The vendor must provide software and licensing, implementation and configuration, migration of existing data, testing, training, technical support, and ongoing services. The system must be fully implemented and ready for use no later than May 1, 2027. Proposals must include a program response, a pricing proposal, and specified supporting materials; the program response must address the evaluation criteria and include the completed functionality exhibit. The agreement is for one year with five additional one-year renewal periods available.

Classification Codes
NAICS541512Computer Systems Design Services
PSCD307Automated Information System Design and Integration Services
Smart Codes
customizable database softwarecrm workflow systemsoftware implementation services
Specifications
Supply & Service
No
Timeline
Oct 21, 2026 03:30 PM-Pre-Proposal WebEx Meeting (optional)
Contact Michael Emery at MEmery@saltlakecounty.gov to request WebEx meeting information.
Oct 28, 2026 07:00 PM-Questions Due
Nov 04, 2026 08:00 PM-Proposal Submission Deadline
Nov 11, 2026-Committee Meeting
Dec 2, 2026-Proposer Demonstrations (Tentative)
Requirements
Required
  • Workers' Compensation
  • Employers Liability — $1,000,000.00
  • Commercial General Liability — $500,000.00
  • Commercial Automobile Liability — $500,000.00
  • Errors and Omissions — $1,000,000.00
Required
  • Minimum 3 references
  • Client point of contact required for each reference
Documents
TitleDate Posted
rfp1021265Oct 21, 2026 04:08 PM
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