ADMINISTRATIVE SERVICES PURCHASING DEPARTMENT Request for Proposal # 1001 FOR CRM DATE DUE: January 19, 2024 on or before 2:00 P.M. EDT SUBMIT TO: Dianna Pluto Director of Purchasing Westmoreland County Community College 145 Pavilion Lane Youngwood, PA 15697 plutod@westmoreland.edu Contact Information: 724-925-4185 plutod@westmoreland.edu Westmoreland County Community College Request for Proposal # 1001 CRM TABLE OF CONTENTS Key Information Summary Westmoreland County Community College 2.1 Background Information 2.2 Purpose of Proposal 2.3 Current Systems Information 2.4 Desired CRM Solution 2.5 Expected Users and FTE Terms of RFP 3.1 Terms of RFP 3.2 Contact During Procurement Process 3.3 Product Demonstrations 3.4 Revisions to the RFP 3.5 Good Faith 3.6 Conflict of Interest 3.7 Confidentiality 3.8 Staffing 3.9 Subcontractors 3.10 Insurance 3.7 Confidentiality 3.8 Staffing 3.9 Subcontractors 3.10 Insurance Page | 2 Westmoreland County Community College Request for Proposal # 1001 CRM 3.11 Indemnification 3:12 Data Ownership 3:13 PCI Compliance 3:14 Proposal Acceptance 3:15 RFP Included in Contract 3:16 Reserved Rights 3:17 Confidential Information Requirements 4.1 General System Questions 4.2 Prospects, Recruiting through Admissions 4.3 Advising and Student Program Planning 4.4 Student Access 4.5 Event Management 4.6 Reports and Analytics Implementation and Training FORMS: Page 22: References Page 23: Acknowledgement Form Page 24: Certification of Contract/Bidder Page 25: Non-Collusion Affidavit Instructions Page 26-27: Non-Collusion Affidavit Page | 3 Westmoreland County Community College Request for Proposal # 1001 CRM 1: Key Information Summary Title of RFP: CRM for Westmoreland County Community College, RFP# 10001 RFP Issue Date: Purpose: Westmoreland County Community College wishes to acquire and implement a comprehensive CRM that will streamline the marketing, recruitment, retention, early alert and engagement processes by providing a centralized platform for marketing, recruitment, student support, and data analytics Procurement Method: Invited competitive sealed proposals Contract Term: The College anticipates awarding a five year contract starting in July 2024 Issuing Office: Westmoreland County Community College Purchasing Department Issuing Office Point of Contact: Deadline for Receipt of Proposals: Page | 4 January 19, 2024 at 2:00 p.m. Eastern Time
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