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System Implementor for a New Case Management Tender - 141910331

The ONTARIO ENERGY BOARD has issued a Tender notice for the procurement of a System Implementor for a New Case Management and Crm Solution in the Canada. This Tender notice was published on 23 May 2026 and is scheduled to close on 17 Jul 2026, with an estimated Tender value of Refer Document. Interested bidders can access detailed Tender information, eligibility criteria, and complete bidding documents by referencing TOT Ref No. 141910331, while the tender notice number is RFPOEBSICMCRMS05222026 and Registering on the platform.

Procurement Summary

Country: Canada

Summary: System Implementor for a New Case Management and Crm Solution

Deadline: 17 Jul 2026

Posting Date: 23 May 2026

Other Information

Notice Type: Tender

TOT Ref.No.: 141910331

Document Ref. No.: RFPOEBSICMCRMS05222026

Competition: ICB

Financier: Self Financed

Purchaser Ownership: Public

Tender Value: Refer Document

Purchaser's Detail

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Tender Details

This RFP is an invitation to potential vendors to submit Proposals to the OEB for Deliverables as further described within the RFP.By submitting a Proposal, the Proponent is bound by all the terms and conditions disclosed in the RFP, all its Appendices, and in particular the Agreement attached as Appendix H - Form of Agreement, to this RFP.The purpose of this RFP is to procure a system implementor (“SI”) to implement a new cloud based customer relationship management (“CRM”) and case management solution (“CRM Solution”) using Microsoft Dynamics 365 Customer Engagement (CE) Customer Service Experience (“D365 Customer Service”), that not only replaces the current capabilities of the existing application but also enhances OEB operational and digital capabilities.The OEB intends to award the Agreement to one (1) Vendor.There will be a virtural Proponent Information Session (attendance optional) held on June 1, 2026. Additional information about the Information Session will be posted during the week of June 25, 2026 on the MERX website.
Solicitation Type : RFP - Request for Proposal (Formal) Reference Number : 0000322986 Location : Canada, Ontario Delivery Point : OEB Office Purchase Type : Duration: 2 years Option: 1 Year Description : This RFP is an invitation to potential vendors to submit Proposals to the OEB for Deliverables as further described within the RFP.By submitting a Proposal, the Proponent is bound by all the terms and conditions disclosed in the RFP, all its Appendices, and in particular the Agreement attached as Appendix H – Form of Agreement, to this RFP.The purpose of this RFP is to procure a system implementor (“SI”) to implement a new cloud based customer relationship management (“CRM”) and case management solution (“CRM Solution”) using Microsoft Dynamics 365 Customer Engagement (CE) Customer Service Experience (“D365 Customer Service”), that not only replaces the current capabilities of the existing application but also enhances OEB operational and digital capabilities.The OEB intends to award the Agreement to one (1) Vendor.There will be a virtural Proponent Information Session (attendance optional) held on June 1, 2026. Additional information about the Information Session will be posted during the week of June 25, 2026 on the MERX website.

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