Advancement CRM

Agency: The New York State Contract Reporter
State: New York
Level of Government: State & Local
Category:
  • A - Research and development
Opps ID: NBD15621932637974101
Posted Date: Mar 14, 2024
Due Date: Apr 18, 2024
Source: Members Only
Issue Date: 03/14/2024 Contract Number: 910518
Advancement CRM
Description:

SUNY Empire is looking for a CRM to stay connected with alumni and donors by managing communication and engagement, organizing events, tracking constituent data, increasing alumni and donor engagement, cultivating stewardship and long-term donor retention, and strengthening alumni affinity. The CRM will serve as a multifaceted tool designed to enhance the engagement, management, research and analysis of alumni and donor interactions and relationships.

Objectives include:

  1. Improve Alumni Data Accuracy and Completeness
  2. Improve Donor Data Accuracy and Completeness
  3. Facilitate Contribution Management
  4. Enhance Alumni Engagement and Facilitate Tracking
  5. Enhance Donor Engagement and Facilitate Tracking
  6. Execute a Robust Fundraising Strategy
  7. Streamline Event Management
  8. Streamline Volunteer Management
  9. Enhance Communication and Marketing
  10. Facilitate and Organize Donor and Alumni Research
  11. Optimize Operational Efficiency
  12. Drive Strategic Decision-Making
  13. Ensure Scalability and Flexibility

The CRM will be hosted in a Cloud-based solution (SaaS) , and will integrate with the university’s ERP, Banner 9 and external APIs. Attached to this document (RFP and NYCR ad) is the Technical Specification Response Document (TSRD) associated with this solicitation . SUNY Empire requires the bidder to complete the TSRD as part of its response to this procurement .

The results of this RFP will be used to award a three-year contract with the option to renew for an additional two-year period, to a vendor determined to be most qualified to meet SUNY Empire’s needs as described in this RFP.

This procurement's communications are restricted under NYS Finance Law 139j. You may only contact the designated contacts on this advertisement for information. Please send all inquiries via email to both contacts listed on the ad.

The RFP and response forms are attached to this advertisement.

Please make all inquiries by email and only to both designated contacts indicated in this advertisement.

Questions and Answers will be posted using the following link: Question and Answer website .

SUNY Empire reserves the right to award no contract.

"*****PLEASE BOOKMARK THIS ADVERTISEMENT AND CHECK BACK REGULARLY AS ANY UPDATES AND RFP BID ATTACHMENTS WILL BE UPLOADED HERE*****

Due Date: 04/18/2024 2:00 PM

Contract Term: 3 Years-Options for renewal

Location: Saratoga Springs, NY

Ad Type: General

Technical contact: State University of New York (SUNY)
SUNY Empire State University
Project Management
Kay Watkins
Director of Project Management
3 Union Avenue
Saratoga Springs, NY 12866
United States
Ph: 518-580-4831
Fax:
kay.watkins@sunyempire.edu
Primary Contact: State University of New York (SUNY)
SUNY Empire State University
Procurement
John Meaney
Senior Procurement Lead
2 Union Avenue
Saratoga Springs, NY 12866
United States
Ph: 518-587-2100 ext.2272
Fax: 518-587-5404
john.meaney@sunyempire.edu
Secondary contact: State University of New York (SUNY)
SUNY Empire State University
Procurement
John Meaney
Senior Procurement Lead
2 Union Avenue
Saratoga Springs, NY 12866
United States
Ph: 518-587-2100 ext.2272
Fax: 518-587-5404
john.meaney@sunyempire.edu

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