CRM Software for NYS SBDC - P-1568

The New York State Small Business Development Center (NY SBDC) is seekingto maintain its existing CRM platform. The platform will need to handle all the data requirements mandated by theSmall Business Administration (SBA) in addition to those required specifically bythe NY SBDC. The SBA data requirements are related to SBA forms 641 (clientcounseling) and 888 (client training). It will need to have the flexibility to add newdata points to record and if to make them required, along with the ability to import new contact information from potential outside services. In addition, we will beseeking to continue our contracting bid matching service through this platform. The current CRM has a MSSQL Server database backend. The CRMplatform will need to effectively migrate this large dataset to their backend withlittle to no loss. The platform must have a user-friendly interface that allows NYSBDC staff to easily enter and report data. Public-facing components are required so that potential clients may requestcounseling or register for a training event. Robust reporting function isnecessary; SBA reporting requirements will need to be implemented in theirrequired XML format. This procurement is subject to NYS Finance Law 139 j&k, aka the LobbyingLaw. Therefore vendors are cautioned that the only permissible contacts for thisprocurement are the individuals listed below. Contacting any other individuals atUpstate in connection with this advertisement may constitute a violation of NewYork State Finance Law. Failure to comply with this requirement can range fromno contract award to debarment from sales to any NYS agency.The successful contractor will be required to submit applicable documentsrelated to Vendor Responsibility, NYS Finance law 139 j&k, and New YorkState's Tax Law Section 5a. Business enterprises awarded an identical or substantially similar procurement contract within the past five years: Outreach Systems Service-Disabled Veteran-Owned Business (SDVOB) SDVOB Goal: 0.00% Minority / Women Business Enterprise contracting goals (MWBE) MBE Goal: 0.00% WBE Goal: 0.00% Disadvantaged Business Enterprise contracting goals (DBE) DBE Goal: 0.00%