8v. Memo - Salesforce Technical Services Contract Authorization

COMMISSION 
AGENDA MEMORANDUM                        Item No.          8v 
ACTION ITEM                            Date of Meeting     December 14, 2021 
DATE:     December 3, 2021 
TO:        Stephen P. Metruck, Executive Director 
FROM:    Krista Sadler, Director Technology Delivery 
SUBJECT:  Salesforce Technical Services Contract Authorization 
Contract Value:                       $2,000,000 
ACTION REQUESTED 
Request Commission authorization for the Executive Director to execute an indefinite delivery,
indefinite quantity (IDIQ) contract for Salesforce technical services as needed to support projects
and operations for a total amount not-to-exceed $2,000,000, with a contract ordering period notto-exceed
five years. There is no funding request associated with this authorization. 
SUMMARY 
In July 2020, Information and Communication Technology (ICT) deployed the first phase of a port
wide Customer Relationship Management system (CRM) built on a Salesforce Platform. The
system is currently in use by Aviation Customer Service, External Relations, and the Commission
Office to manage customer communication from multiple channels and support outreach efforts.
Per the original strategy for the system, several projects are planned to meet additional Port 
needs utilizing the platform over the next several years. These include support for Aviation call
centers,  integration  with  the  Aviation  Commercial  Management  reservation  system,  a
communication subscription model for External Relations, and other enhancements to improve
customer service and outreach communication. 
The assistance of a firm with Salesforce configuration and development expertise, selected via a
competitive procurement, is critical in delivering these important enhancements. IDIQ contracts
provide the Port with the flexibility to meet business requirements as they arise by issuing
individual service directives to accomplish tasks within a general, pre-defined scope of work on
an as needed basis for a fixed period and a maximum contract amount. Funding for these services
will be included in capital projects and organization operating budgets. ICT is working with the
Diversity in Contracting Department to determine the appropriate women-and-minority-owned
business enterprise (WMBE) aspirational goal. 
There are no attachments to this memo. 

Template revised April 12, 2018.

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