Cloud-Based Client Tracking and Performance Monitoring System

Overview

Business Systems (ERP, CRM & POS)

United StatesPosted 28 days agoDeadline: May 15th, 2026

Fit Score

Settle Intelligence

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SUMMARY

A New York-based RFP for a cloud SaaS platform supporting client tracking, performance monitoring, scheduling, and mobile access, with integration to major business applications.

KEY REQUIREMENTS

Must be domiciled in and comply with all Government Regulations to operate in the United States
Must be a regular tax-payer
Must furnish a copy of operating license/certificate of registration valid for fiscal year 2026
Must not be under a declaration of ineligibility for corrupt or fraudulent practices
Must provide three references from current or past clients
Must provide a clause-by-clause commentary on technical specifications
Must provide a technical proposal and a financial proposal
Must agree to unit prices for a minimum of 12 months
Must provide a detailed description of goods' essential technical and performance characteristics

BUDGET

Estimate

$150,000 – $500,000

CONTRACT DURATION

12 months

TIMELINE

Issue Request for Proposal: April 6th, 2026

Suppliers return signed Intent to Bid forms: April 17th, 2026

Questions from Suppliers due: April 17th, 2026

Answers to Suppliers questions due: April 24th, 2026

Bid submission due: May 15th, 2026

Bid Opening: May 18th, 2026

Demos or pilots: May 26th, 2026

Final Evaluation: July 2nd, 2026

Award of Business: July 14th, 2026

Contract start: August 14th, 2026

QUESTION DEADLINE

April 17th, 2026

Issuing Agency

International Rescue Committee

Organization overview and procurement intelligence available on paid plans.

See Issuer Research

DESCRIPTION

This RFP seeks a vendor to provide a cloud-based SaaS platform for client tracking and performance monitoring. The solution must be accessible from any location, offer automatic updates, and eliminate the need for on-premise infrastructure.

Key functional requirements include a mobile-accessible, client-facing portal with multilingual support, allowing clients to view case information, update their personal details, track service progress, and communicate with case managers. The system should integrate a robust scheduling component with calendar management, automated appointment reminders (via email and SMS), and two-way confirmation.

The platform must enable users to create and manage documents, update or change client information, sign forms, and track changes with date and time stamps, all from a mobile device. Additional features include real-time synchronization across integrated applications such as Microsoft Dynamics, Power BI, and Box to ensure data consistency, support for clients uploading enrollment documentation via an app, and clear separation of service delivery timestamps and data entry for compliance and reporting.

Source attribution

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