LED Salesforce Implementation for Grants, Incentives & Operations Mgmt

REQUEST FOR QUALIFICATIONS
for
LED Salesforce Implementation for Grants, Incentives & Operations
Management
Statement of Qualifications Due Date/Time: Monday, June 15, 2026
State of Louisiana
Louisiana Economic Development
RFQ Issue Date: Monday, May 18, 2026
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Table of Contents
PART 1: ADMINISTRATIVE AND GENERAL INFORMATION ..................................................................... 6
Purpose ......................................................................................................................................... 6
Background ................................................................................................................................... 6
Goals and Objectives ..................................................................................................................... 7
Term of Contract ........................................................................................................................... 7
Definitions ..................................................................................................................................... 8
Schedule of Events ........................................................................................................................ 8
Statement of Qualification Submittal ........................................................................................... 9
Statement of Qualification for Proposer ...................................................................................... 9
1.8.1 Mandatory Qualifications: .................................................................................................... 9
1.8.2 Desirable Qualifications: ..................................................................................................... 10
Statement of Qualification Response Format ............................................................................. 11
1.9.1 Cover Letter......................................................................................................................... 11
1.9.2 Table of Contents ................................................................................................................ 11
1.9.3 Executive Summary ............................................................................................................. 11
1.9.4 Company Background and Experience ............................................................................... 12
1.9.5 Approach and Methodology ............................................................................................... 12
1.9.6 Proposed Staff Qualifications .............................................................................................. 13
1.9.7 Veteran and Hudson Initiative Programs Participation ...................................................... 13
1.9.8 Cost Statement of Qualification .......................................................................................... 16
1.9.9 Certification Statement ....................................................................................................... 16
1.9.10 Outsourcing of Key Internal Controls:................................................................................. 16
Signed Submission of Statements of Qualification ..................................................................... 16
Technical and Cost Statement of Qualification........................................................................... 17
Legibility/Clarity .......................................................................................................................... 17
Confidential Information, Trade Secrets, and Proprietary Information ..................................... 17
Statement of Qualification Clarifications Prior to Submittal ...................................................... 19
1.14.1 Proposer Inquiries ............................................................................................................... 19
1.14.2 Blackout Period ................................................................................................................... 19
Error and Omissions in Statement of Qualification .................................................................... 20
Changes, Addenda, Withdrawals ................................................................................................ 20
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Withdrawal of Statement of Qualification .................................................................................. 20
Waiver of Administrative Informalities ....................................................................................... 21
Statement of Qualification Rejection/RFQ Cancellation ............................................................ 21
Ownership of Statement of Qualification ................................................................................... 21
Cost of Offer Preparation ............................................................................................................ 21
Taxes ........................................................................................................................................... 21
Determination of Responsibility ................................................................................................. 22
Use of Subcontractors ................................................................................................................. 22
Written or Oral Discussions/Presentations ................................................................................ 22
Acceptance of Statement of Qualification Content .................................................................... 23
Evaluation and Selection ............................................................................................................. 23
Best and Final Offers (BAFO) ....................................................................................................... 23
Contract Award and Execution ................................................................................................... 23
Notice of Intent to Award ........................................................................................................... 24
Right to Prohibit Award............................................................................................................... 24
Insurance Requirements for Contractors ................................................................................... 24
1.32.1 Contractor's Insurance ........................................................................................................ 25
1.32.2 Minimum Scope and Limits of Insurance ............................................................................ 25
1.32.3 Deductibles and Self-Insured Retentions ............................................................................ 26
1.32.4 Other Insurance Provisions ................................................................................................. 26
1.32.5 Acceptability of Insurers ..................................................................................................... 27
1.32.6 Verification of Coverage...................................................................................................... 27
1.32.7 Subcontractors .................................................................................................................... 28
1.32.8 Workers Compensation Indemnity ..................................................................................... 28
Duty To Defend ........................................................................................................................... 28
Liability and Indemnification ....................................................................................................... 28
1.34.1 Contractor Liability .............................................................................................................. 28
1.34.2 Force Majeure ..................................................................................................................... 29
1.34.3 Indemnification ................................................................................................................... 29
1.34.4 Intellectual Property Indemnification ................................................................................. 29
1.34.5 Limitations of Liability ......................................................................................................... 30
1.34.6 Other Remedies .................................................................................................................. 30
Payment ...................................................................................................................................... 30
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1.35.1 Electronic Vendor Payment Solutions................................................................................. 31
Termination ................................................................................................................................. 31
1.36.1 Termination of the Contract for Cause ............................................................................... 31
1.36.2 Termination of the Contract for Convenience .................................................................... 31
1.36.3 Termination for Non-Appropriation of Funds ..................................................................... 31
Assignment .................................................................................................................................. 32
Right to Audit .............................................................................................................................. 32
Civil Rights Compliance ............................................................................................................... 32
Record Ownership....................................................................................................................... 32
Entire Agreement/ Order of Precedence .................................................................................... 32
Contract Modifications ............................................................................................................... 33
Substitution of Personnel ........................................................................................................... 33
Governing Law ............................................................................................................................ 33
Claims or Controversies .............................................................................................................. 33
Code of Ethics.............................................................................................................................. 33
Corporate Requirements ............................................................................................................ 34
Prohibition of Discriminatory Boycotts of Israel ......................................................................... 34
Prohibition of Companies that Discriminate Against Firearm and Ammunition Industries ....... 34
Security ....................................................................................................................................... 34
1.50.1 Cybersecurity Training ........................................................................................................ 35
PART 2: SCOPE OF WORK/SERVICES ..................................................................................................... 36
Scope of Work ............................................................................................................................. 36
Task and Services ........................................................................................................................ 37
Deliverables ................................................................................................................................. 40
Technical Requirements .............................................................................................................. 42
2.4.1 Data Security and Compliance ............................................................................................ 42
2.4.2 Platform and Environment Requirements .......................................................................... 42
2.4.3 Integration Requirements ................................................................................................... 43
2.4.4 Testing and Validation ........................................................................................................ 43
Project Requirements ................................................................................................................. 44
2.5.1 General Project Requirements ............................................................................................ 44
PART 3: EVALUATION ........................................................................................................................... 44
Cost Evaluation ........................................................................................................................... 45
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Veteran-Owned and Service-Connected Disabled Veteran-Owned Small Entrepreneurships
(Veteran Initiative) and Louisiana Initiative for Small Entrepreneurships (Hudson Initiative) Programs
Participation ............................................................................................................................................ 45
PART 4: PERFORMANCE STANDARDS ................................................................................................... 47
Performance Requirements ........................................................................................................ 47
Performance Measurement/Evaluation/Monitoring Plan ......................................................... 47
Veteran and Hudson Initiative Programs Reporting Requirements ........................................... 48
ATTACHMENT I: CERTIFICATION STATEMENT ............................................................................................ 49
ATTACHMENT II: ELECTRONIC VENDOR PAYMENT SOLUTION ................................................................... 51
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REQUEST FOR QUALIFICATION
FOR
LED Salesforce Implementation for Grants, Incentives & Operations
Management
PART 1: ADMINISTRATIVE AND GENERAL INFORMATION
Purpose
The purpose of this Request for Qualification (RFQ) is to obtain competitive Statements of Qualification
from qualified Proposers who are interested in providing consulting services for Louisiana Economic
Development (LED) related to the planning, assessment/discovery, requirements, design, coding,
testing, deployment, ongoing support, and training of a Salesforce product designed for public agency
use to support the full lifecycle of grants, incentives, and related operations management. Services shall
include scalability to support the current and future integration of relevant SaaS and proprietary
applications utilized in daily operations, including but not limited to Microsoft 365, monday.com,
FastLane Next Generation, Outlook, SharePoint, Tableau, Power BI, MuleSoft, and SAP Enterprise
Resource Planning system (LaGov).
LED intends to use this solicitation to identify the most capable and efficient Proposer with the
knowledge, resources, and capacity necessary to provide a secure, scalable, and compliant Salesforce-
based solution that supports LED program operations, improves reporting and transparency, and
establishes a foundation for future growth.
Background
Louisiana Economic Development (LED) is dedicated to enhancing Louisiana's economic competitiveness
by forging regional partnerships, retaining and expanding in-state businesses, attracting new
enterprises, cultivating small businesses, developing the workforce, and boosting foreign investment
and trade. These initiatives are critical to the overall success and economic growth of the state. Under
new leadership, LED is well-positioned for continued growth and improvement. To maintain this
momentum, LED must enhance its agility and ability to "move at the speed of business."
A key element of LED's strategy for future success is ensuring that its technology environment
effectively supports its mission, program administration, and internal operations. LED seeks to
modernize and integrate its operational systems by implementing a Salesforce solution as a centralized
platform to manage grants and incentive programs, contracts, correspondence, and related program
documentation.
This effort will improve transparency, efficiency, compliance, reporting, and cross-program coordination
while supporting future expansion. The selected Contractor will be expected to work closely with LED
business stakeholders, IT staff, and other designated resources to implement a solution tailored to LED's
business processes and operating requirements.
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LED will accept Statements of Qualification from qualified Proposers that contain sufficient information
for the Department to determine that satisfactory services can be performed and ensured for the
Department.
LED seeks to complete this effort with minimal interruption to services provided to the public, economic
partners, and LED staff. The Scope of Work (Part II, Section 2.1) consists of a single component for the
purpose of identifying the most capable and efficient Proposer with the knowledge, resources, and
capacity necessary to successfully support these objectives.
A Proposer must be capable, either through its own staff or through clearly identified arrangements
with third-party Contractors, of performing all services requested within the component in order to be
considered. The single-component structure allows prospective Contractors to submit one Statement of
Qualification addressing the full collection of services to be rendered.
Statements of Qualification will be reviewed and scored in their entirety, with consideration given to the
Proposer's ability to support multiple areas of the project with limited or no third-party support. Only
one award will be made.
The amount allocated to the selected Contractor will be determined during contract negotiations, and
the resulting contract will reflect a maximum amount payable. All payments will be based on actual
work performed and made in accordance with applicable approval processes.
Goals and Objectives
The primary goals of this project and the resulting contract are to implement an efficient Salesforce
solution as LED's centralized platform for grants, incentives, contracts, correspondence, and related
operations management, improve compliance tracking, reporting, and operational visibility, and provide
a scalable and secure foundation for future program expansion.
The objective of the project is to complete the IT infrastructure transition with minimal operational risk,
no incidents, and in the shortest time possible, ensuring continuity of services and operational readiness
by the end of July 2026. Additionally, LED's IT infrastructure will be fully transitioned from OTS to LED
management and successfully migrated to the new data center without incidents or prolonged system
downtime.
Flawless execution of this project is crucial to ensuring the continued success of both LED and the state.
Term of Contract
The term of any contract resulting from this RFQ may begin as early as practical following award and
contract execution. The State shall have the right to contract for up to thirty-six (36) months with the
concurrence of the Contractor and all appropriate approvals. The continuation of the contract is
contingent upon the appropriation of funds by the legislature to fulfill the requirements of the contract.
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Definitions
Agency Any department, commission, council, board, office, bureau, committee,
institution, agency, government, corporation, or other establishment of the
executive branch of this state authorized to participate in any contract resulting
from this solicitation.
Contractor Any person having a contract with a governmental body; the selected Proposer.
Discussions For the purposes of this RFQ, a formal, structured means of conducting written
or oral communications/presentations with responsible Proposers who submit
Statement of Qualifications in response to this RFQ.
May and Can The terms "may" and "can" denote an advisory or permissible action.
Must The term "must" denotes mandatory requirements.
Proposer A firm or individual who responds to this RFQ.
RFQ Request for Qualification
Shall and Will The terms "shall" and "will" denote mandatory requirements.
Should The term "should" denotes a desirable action.
Procurement Team LED Procurement Team
IT Staff LED Information Technology Staff
State The term "State" shall mean the State of Louisiana and its departments,
agencies (including the Using Agency), boards, and commissions as well as their
officers, agents, servants, employees, and volunteers.
Using Agency The term "Using Agency" shall mean the governmental body of the State
(including any authorized users) which is procuring any supplies, services, or
major repairs, or any professional, personal, consulting, or social services under
this Contract pursuant to the Louisiana Procurement Code, La. R.S. 39:1551-
1755.
Schedule of Events
Schedule of Events Date
RFQ post to LaPAC Monday, May 18, 2026
Deadline for receipt of written inquiries Sunday, May 24, 2026
Deadline to answer written inquiries Monday, June 1, 2026
Deadline for receipt of Statements of Monday, June 15, 2026
Qualification
Notice of Intent to award announcement, and 14- Friday, July 10, 2026
day protest period begins, on or about
Contract execution, on or about Monday, July 27, 2026
NOTE: The State of Louisiana reserves the right to revise this schedule. Revisions, if any, before the
Statement of Qualification Submission Deadline will be formalized by the issuance of an addendum to
the RFQ.
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Statement of Qualification Submittal
Statements of Qualification received after the deadline will not be considered.
The Statement of Qualification must be received electronically on or before the date and time specified
in the Schedule of Events, according to the following instructions.
The Statement of Qualification must be emailed to LEDRFQ-RFP@la.gov before the date and time
specified in the Schedule of Events. Emailed submissions are the only acceptable method of electronic
Statement of Qualification delivery. Proposers should allow sufficient time to ensure successful email
delivery of their Statement of Qualification by the time specified. Proposers are strongly encouraged to
email their Statement of Qualification well in advance of the Deadline for receipt of electronic Statements
of Qualification, as internet connectivity and file size will affect Statement of Qualification submission
upload timeframes.
The State assumes no liability for assuring accurate/complete emails. The responsibility solely lies with
each Proposer to ensure their Statement of Qualification is successfully emailed prior to the deadline for
submission. Corrupted files and incomplete submissions will not be considered.
Proposers needing assistance regarding Statement of Qualification emails should visit:
https://www.opportunitylouisiana.gov/public-information/rfps-rfqs
Or contact:
LED Grants/Contract Reviewer, Louisiana Economic Development
LEDRFQ-RFP@la.gov
Statement of Qualification for Proposer
1.8.1 Mandatory Qualifications:
Proposers must meet the following qualifications prior to the deadline for receipt of the Statement
of Qualification.
The Proposer shall be a strategic consulting information technology firm, systems integrator, or
Salesforce implementation firm with five (5) or more years of experience implementing enterprise
CRM, case management, grants management, or comparable workflow platforms, including
experience with Salesforce.
Proposers (through their own staff or through specified arrangements with third-party
subcontractors) shall demonstrate that the proposed staff has the necessary experience and
knowledge to successfully implement and perform the tasks and services listed within the RFQ
scope of work prior to the deadline for receipt of Statements of Qualification.
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The Proposer shall demonstrate experience with Salesforce-based public and/or government
solution implementations, including security, role-based access, workflow automation, document
management, reporting, and deployment activities.
The Proposer shall demonstrate experience with systems integration, including MuleSoft or an
equivalent Salesforce-approved integration platform, data migration, and the secure exchange of
data with financial, ERP, reporting, document management, or comparable systems.
Proposers shall certify the staffing requirements and response time requirements as detailed
within Tasks and Services will be met. Proposers should provide resumes for individual staffers
reflecting experience with the relevant qualifications identified below.
Proposers shall provide the following capabilities information:
o Description of experience working on projects most similar in scope and function to the
proposed Contract.
o An exact copy of a current SOC 2, Type II report resulting from the SSAE 18 engagement
assessment. As an alternative to the SSAE 18 engagement and resulting SOC 2, Type II
report, Proposers shall complete and submit the Office of Technology Services (OTS)
Third-Party Information Security Questionnaire located at the following website:
https://www.doa.la.gov/media/ylqaagyx/ispthirdparty_infosecquestionaire.xlsx
o Proposers shall also provide a quality control plan [such as third-party Quality Assurance
(QA), an Independent Verification and Validation (IV & V)], other independent
Contractor project or performance review or audit report.
LED Procurement Team and LED IT Staff will review and assess the SOC 2, Type II report or Third
Party Information Security Questionnaire, as applicable. Additionally, proposers may be required
to undergo a security assessment performed by the LED IT Staff.
Statements of Qualification not meeting the information security requirements shall not proceed
to evaluation.
In addition, for the winning Proposer, LED may make a written request for an independent SOC 2,
Type II audit no more than once every twelve (12) months. The cost of such audits shall be borne
by the Proposer.
1.8.2 Desirable Qualifications:
It is desirable that Proposers should meet the following qualifications prior to the deadline for receipt
of Statements of Qualification.
Proposers may provide detailed information about the experience and qualifications of the
Proposer's personnel considered key to the success of this project who are to be assigned to this
project showing that they meet the following qualifications prior to the deadline for receipt of
Statements of Qualification.
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