Board Relations Software and Services

Overview

Software, Web & Mobile Development

San Antonio, Texas, United StatesPosted 28 days agoDeadline: May 7th, 2026

Fit Score

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SUMMARY

Texas entity seeks a three-year solution for board relations software, including collaboration tools, meeting management, secure document handling, and integration with common office platforms.

KEY REQUIREMENTS

Must have a minimum of five consecutive years of operational history performing the services
Must provide a SOC 2 Type 2 report or complete the Consensus Assessment Initiative Questionnaire
Must provide a subcontracting plan for local and small business participation
Must submit a technical proposal as a single text-searchable PDF
Must submit a cost proposal as a text-searchable PDF
Must submit administrative requirements as a single text-searchable PDF
Must submit contract terms and conditions with tracked-changes enabled
Must provide a minimum of three references from different companies
Must complete and submit the Bid Submission Supplement including Business Questionnaire, Disclosure, and Subcontracting Form

BUDGET

Estimate

$50,000 – $250,000

CONTRACT DURATION

36 months

TIMELINE

RFP Issuance: April 8th, 2026

Non-Mandatory Pre-Bid Meeting: April 15th, 2026

Deadline for Respondent’s Questions: April 22nd, 2026

CPS Energy Responses to Submitted Questions: April 29th, 2026

Respondent Proposals Due: May 7th, 2026

Proposed Contract Commencement: August 26th, 2026

QUESTION DEADLINE

April 22nd, 2026

Issuing Agency

Cps Energy

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

The organization is seeking a vendor to provide board relations software and associated services that emphasize collaboration and efficient board management. The chosen solution should facilitate the creation and modification of meeting materials, the formation of unique user groups, and the management of subfolder organization for documents.

The services required include the creation, editing, and distribution of board materials, collaboration tools, meeting scheduling, mass communication capabilities, e-signatures and approvals, report generation, and integration with external platforms. The board management software should support developing agendas, materials, broad communications, coordination of meetings, dashboard creation, and secure, instant access to meeting information.

A comprehensive board portal is expected, offering mass communication services to both external and internal stakeholders and compatibility with platforms such as Adobe Acrobat and Microsoft Office products, including Excel, Word, and PowerPoint. The contract period will span three years, and a non-mandatory pre-proposal meeting is planned prior to the proposal deadline.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.