Diversity, Compliance, and Portfolio Management Solution

A New York agency is seeking a comprehensive solution for diversity, compliance, and portfolio management to support its programs, including those funded by its affiliates. The required system must facilitate supplier diversity, goal setting, directory integration, outreach, risk management, workforce tracking, compliance monitoring, and project-level tracking, all in accordance with relevant state regulations. It should enable portfolio management and comprehensive reporting across multiple programs.

Key features include CRM functionality with email and text outreach linked to search activities, automated messaging at scheduled intervals, and robust reporting on economic and community impact, including demographic and regional analyses. The solution should incorporate data visualization tools such as 3D mapping by zip code or region, customizable report generation with the ability to add images and fixed language, and role-based custom views for analysts, administrators, and contractors. Additional requirements include systems for tracking user performance and timeliness, along with document management and secure file sharing capabilities.

Interested parties are advised of a deadline for submitting questions and the date of an upcoming pre-bid meeting.