311 SaaS CRM Solution and Implementation

The City of Austin is seeking a cloud-based SaaS CRM solution for its Austin 3-1-1 engagement center, including implementation, integrations, and optional migration of legacy system data.

City of Austin > Austin Public Health > Austin Financial Services-Central Procurement


General
Open
RFP 1100 TLG3015
Dec 17, 2026 08:00 PM
3 years base + 2 × 1 year options
Request for Proposal (RFP)
Local
Ask AI about this solicitation
Contact
tracey.gettridge@austintexas.gov
+15129742998
Description

The City seeks a cloud-hosted SaaS customer relationship management system to replace its existing 3-1-1 platform and serve as a customer engagement center. The solution must support resident and staff request intake across multiple channels, request routing and tracking, workflow automation, knowledge management, multilingual and accessible interfaces, reporting and mapping, and integrations with City systems. The requirements include high availability, security and data-handling controls, and support for resident and field mobile applications. The contractor will provide implementation and professional services, including project management, requirements analysis and design, configuration, integration, testing, training, deployment, maintenance, and ongoing support. The proposal must include pricing and completed response matrices, references, and an offer and certifications package. The City offers the option to migrate approximately three years of legacy data, including service requests and attached files, or to proceed without migration. The contract has an initial 36-month term and may be extended for up to two additional 12-month periods.

Classification Codes
NAICS541512Computer Systems Design Services
PSCDK10Cloud solutions delivered as a service.
Smart Codes
saas crm softwarecrm implementation servicescrm data migration
Specifications
Supply & Service
Timeline
Nov 17, 2026 04:00 PM-Pre-Offer Conference (optional)
Microsoft Teams; meeting ID 223 454 910 423 706, passcode Xa9zH7DZ. Phone: 512-831-7858; conference ID 776 026 491#.
Nov 30, 2026-Questions Due
Dec 17, 2026 08:00 PM-Offer Due
Dec 17, 2026 09:00 PM-Offer Opening
Requirements
Required
  • Workers' Compensation
  • Employer's Liability — $1,000,000.00
  • Commercial General Liability — $1,000,000.00
  • Business Automobile Liability — $1,000,000.00
  • Professional Liability/Technology Errors and Omissions — $10,000,000.00
  • Cyber Liability — $5,000,000.00
Scored
  • Minimum 3 references
  • Within the last 5 years
  • Client point of contact required for each reference
Location
Local Preference:Local Preference
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