This Solicitation opportunity from California was posted on July 29, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Customer Program Tracking and Management Platform

Closed

RFP194982State & Local

Submission Closed08/21/2025, 12:00:00 AM UTC

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

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NAICS: 541512

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Commander

POSTED

about 10 hours ago

DEADLINE

in 14 days

AI Contract Overview

The City of Palo Alto Utilities Department is seeking proposals for a comprehensive software platform designed to manage and track various customer programs aligned with the city's Sustainability and Climate Action Plan, which aims to reduce greenhouse gas emissions by 80% below 1990 levels by 2030. The selected PLATFORM will facilitate complex workflow management, monitor key performance indicators such as energy and water savings, program costs, effectiveness, customer engagement, and marketing efforts. It will support functions including customer relationship management, rebate and project tracking, and program reporting and planning, ensuring efficient administration of utility programs. The city plans to select a vendor by August 2025, with the goal of implementing the platform by the first quarter of 2026, and intends to establish a three-year contract with potential extensions based on performance and needs. The solicitation, identified as RFP194982, is open to software providers with expertise in program management solutions, under the NAICS code 541512. The contract value is estimated between $500,000 and $2,000,000. The city emphasizes a streamlined selection process and aims to finalize the vendor agreement promptly to support ongoing sustainability initiatives. Interested vendors can contact Ann Marie Romero via email or phone for further details, and the full procurement information is accessible through the city’s online portal.

General Info

Agency

California → Palo Alto UtilitiesView Agency

NAICS

541512 - Computer Systems Design ServicesView NAICS

Place of Performance

CA, USA

Set-Aside

NONE

Documents

(8)

Customer_Program_Tracking_and_Management_Platform.pdf

PDF

RFP194982_Cost_Proposal_-_CRM_Platform.pdf

PDF

VISA_Questionnaire_v2.77.pdf

PDF

Cybersecurity_Terms_and_Conditions_v3.1.pdf

PDF

IT_Information_Privacy_Policy_dated_December_2017.pdf

PDF

City of Palo Alto Insurance Requirements

PDF•insurance-requirements

Firm Experience Qualifications Form

PDF•firm-experience

City of Palo Alto Professional Services Agreement Sample

DOCX•contract-document

AI Contract Breakdown

Uniform Contract Format

Timeline

PhaseClosed

PostedJul 29

Solicitation

Response DeadlineAug 21

Deadline has passed

Submission Closed

08/21/2025, 12:00:00 AM UTC

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Organization & Contact Information

AgencyCalifornia → Palo Alto Utilities

Contacts1 person available

OfficeN/A

Organization / Agency

California → Palo Alto Utilities

View Agency Profile

Office AddressN/A

Contacts

Ann Marie Romero

contact@example.gov

+1 (555) 000-0000

Full Description

The City of Palo Alto Utilities Department (CPAU) is issuing this Request for Proposal (RFP) to acquire a well-designed and comprehensive software platform for Customer Program Tracking and Management (PLATFORM). The PLATFORM will manage complex program workflows and track various program performance indicators, including, but not limited to, program costs and effectiveness, energy and water savings, greenhouse gas emissions reductions, customer engagement, and marketing efforts. The PLATFORM will provide data tracking and reporting in support of current and future CPAU programs that contribute to the City of Palo Alto’s (CITY) Sustainability and Climate Action Plan (S/CAP) goal of reducing greenhouse gas emissions 80% below 1990 levels by 2030.CPAU seeks third-party program proposals for software solutions to support overall administration of UPS programs. The software will be used for customer relationship management, rebate tracking, project tracking, and program reporting & planning. The CITY aims to complete the vendor selection process in a timely manner, with a target implementation start date of Q1 2026. CITY intends to award a standard three-year term contract, with potential for contract extension, to the vendor (VENDOR) that provides the PLATFORM that CPAU seeks. The CITY reserves the right, in its sole discretion, to consider a proposal or execute a contract with the VENDOR for an agreement term that is more or less than the standard term, which may or may not be structured to include options to extend the terms of the agreement.