SFHSS Salesforce Software Development Services RFPQ#HSS2021.E8 - Micro LBE Set-Aside Dependent Eligibility Verification Audit

Sep 12, 2026

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Request for proposals for a qualified Salesforce developer to customize the San Francisco Health Service System (SFHSS) Salesforce org to administer the dependent eligibility verification audit (DEVA). Scope includes building a branded secure self-service experience cloud site with self-registration and file upload, creating content types and custom objects/fields/workflows, automating time/action email alerts, and implementing import/export processes, reporting, documentation, and staff training. The engagement is an eighteen-month term with renewal options, budgeted at $150,000–$200,000, reserved for certified Micro LBE firms. Key schedules and submission requirements are specified for implementation and go-live.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages84

Reading Time29 min

AccessFree to download

Schedule

RFP Issued

Deadline for Questions

Answers Posted

Deadline for Proposals

Evaluation Panel Review

Notification of Ranking

Finalize Agreement

Implementation

Go-Live

REQUEST FOR PROPOSALS FOR Salesforce ™ Software Development Services for the San Francisco Health Service System Dependent Eligibility Verification Audit [Micro LBE Set-Aside] RFPQ\#HSS2021.E8 CONTACT: Michael Visconti, [michael.visconti@sfgov.org](michael.visconti@sfgov.org) | Background:
The San Francisco Health Service System (SFHSS) intends to administer its dependent eligibility verification audit (DEVA) in-house by leveraging our Salesforce™ org service cloud CRM beginning April of 2022. SFHSS has previously contracted with external partners to conduct and administer a dependent eligibility audit with the last DEVA in 2018.
Estimated Contract Term: Eighteen (18) Months with an option to renew for up to one ( 1) year.
Budget: The anticipated budget for this project is between $150,000 and $200,000 . In no case shall the expenses for this project exceed $200,000 .
Intent of this Request for Proposals (RFP) :
The San Francisco Health Service System (SFHSS) is issuing this Request for Proposal (RFP) to enter into an agreement with a highly qualified Salesforce™ developer capable of meeting the proposed schedule for implementation and go-live of all services as described in this RFP. | Micro-LBE Set-Aside/LBE Subcontracting:
There will be no subcontracting or sub-consulting requirement for this RFP. This procurement will be reserved for Local Business Enterprises (LBEs) certified by the Contract Monitoring Division of the City and County of San Francisco (CMD) [[https://sfgov.org/cmd/](https://sfgov.org/cmd/)] as Micro-LBE firms.
RFP Questions and Communications:
To ensure fair and equal access to information about this RFP, any and all communications must be directed [to](to michael.visconti@sfgov.org)[ ](to michael.visconti@sfgov.org)[michael.visconti@sfgov.org](to michael.visconti@sfgov.org). Unauthorized communications may be cause for disqualification and rejection of Proposal(s) . Questions must be in writing and received by the Deadline for RFP Questions. No questions will be accepted after this time, except with respect to any questions regarding Approved Supplier status with the City and County of San Francisco or CMD. | | --- | --- | | Schedule: RFP Issued:
Deadline for Questions:
Answers Posted:
Deadline for Proposals:
Evaluation Panel Review: Notification of Ranking:
Finalize Agreement:
Implementation:
Go-Live | 10/21/2021
11/1/2021, 12 PM (PT)
11/1/2021 – 11/5/2021
11/10/2021, 12 PM (PT)
11/11/2021 – 11/24/2021 By or before 12/3/2021 12/8/2021 – 12/29/2021 1/3/2022 – 4/1/2022 4/4/2022 | 1. Introduction The City seeks to establish a partnership with an established salesforce developer to customize our SalesforceTM org service to facilitate administering dependent eligibility verification audits. The San Francisco Health Service System ("SFHSS") is requesting that a Contractor customize SFHSS’ Salesforce org to: build a branded, secure self-service experience cloud site with selfregistration using Customer Community Login licenses and file upload, create custom content types using Salesforce content management system (CMS) for videos, images, help articles and news, create custom objects, fields and workflows with relationships to existing standard objects, create time and action based email alerts, create an automated process to import and export files to and from the Salesforce org, create custom reports and dashboards, create written documentation on the customizations for future modifications and use, and training SFHSS staff how to use the new features. SFHSS currently uses its Salesforce org to case manage healthcare eligibility and enrollments for the employees of the City & County of San Francisco, San Francisco Unified School District, City College of San Francisco, and various retirees. The purpose of this project is to help SFHSS facilitate a dependent eligibility audit (new custom object) using its existing Salesforce org by requ

FAQs

What is the purpose of this RFP for SFHSS?

SFHSS requests a partnership with a qualified Salesforce developer to customize its Salesforce org to facilitate dependent eligibility verification audits through a secure self-service audit participant experience.

Which Salesforce customization capabilities are required?

The contractor must configure a branded secure Experience Cloud site with self-registration and file uploads, create custom content types and custom objects/fields/workflows, automate email alerts, and provide import/export automation, reporting dashboards, documentation, and training.

What are the term and budget for the contract?

The estimated contract term is eighteen (18) months with an option to renew for up to one (1) year. The anticipated budget is between $150,000 and $200,000, and expenses must not exceed $200,000.

Sep 12, 2026

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