Admissions Recruitment CRM

17 February 2023 Admissions Recruitment CRM hosted software-as-a-service (SaaS) Admissions Recruitment CRM system that will assist recruiters in developing prospects. 17 February 2023 Open 1/26/2023 3:00 PM MST Type Request for Proposal Close 3/6/2023 5:00 PM MST Number RFP20232135 Currency US Dollar Sealed Until 3/7/2023 10:30 AM MST Payment Terms 0% 0, Net 30 17 February 2023 Contacts Thayne Pearson thayne.pearson@adm.idaho.gov Phone +1 208-332-1605 17 February 2023 NIGP Codes NIGP Code Description 208-32 Customer Relationship Management Software (CRM) 17 February 202317 February 202317 February 202317 February 202317 February 202317 February 202317 February 2023 mailto:thayne.pearson@adm.idaho.gov The Division of Purchasing (DOP), on behalf of the Lewis-Clark State College (LCSC), is seeking a hosted software-as-a-service (SaaS) Admissions Recruitment

CRM system that will assist recruiters in developing prospects from interest to application by segmenting prospects and tailoring email, SMS, paper mail, phone calls, virtual and face-to-face meetings, and other communication touch points. NOTE: THE FULL SOURCING EVENT IS ONLY AVAILABLE BY LOGGING INTO IPRO AT https://solutions.sciquest.com/apps/Router/SupplierLogin?CustOrg=StateofIdaho. SUPPLIERS THAT ONLY VIEW THE DOCUMENTS AVAILABLE FROM THE PUBLIC WEBSITE, AND DO NOT LOGIN TO IPRO, MAY NOT HAVE ACCESS TO ALL DOCUMENTS (INCLUDING ATTACHMENTS, Q AND A, AND MORE). IT IS THE SUPPLIER’S SOLE RESPONSIBILITY TO ENSURE ACCESS TO THE FULL SOURCING EVENT BY LOGGING INTO IPRO; THE STATE WILL NOT BE RESPONSIBLE FOR A SUPPLIER’S INABILITY TO ACCESS INFORMATION THAT IS AVAILABLE BY LOGGING IN. Description https://solutions.sciquest.com/apps/Router/SupplierLogin?CustOrg=StateofIdaho Required to View Event Prerequisites Required to Enter Bid 17 February 2023 1. Please download and acknowledge receipt of the attached Solicitation Instructions to Vendors. 2. Please download and acknowledge receipt of the RFP Administration documentation. 3. Please download and acknowledge receipt of the attached Terms and Conditions. 4. Please download and acknowledge receipt of the attached Insurance Requirements. Note: Suppliers that do not currently hold the type/level of insurance required are strongly encouraged to contact an insurance representative to obtain a quote prior to submitting a proposal. An awarded contractor’s inability to obtain the required insurance may be grounds for termination of the contract for cause and may affect the evaluation of that supplier’s responsibility on future sourcing events. 5. Download and fill out the Cover Form in it's entirety. Upload Cover Form when completed to the Suppliers Attachment section of this Sourcing Event 6. Download the attached Signature Page, complete and sign, and upload completed form under Supplier Attachments. 17 February 202317 February 202317 February 202317 February 202317 February 2023 Buyer Attachments There are no Buyer Attachments added to this event. 17 February 202317 February 202317 February 202317 February 2023 Questions Required Questions Group 1: Business Information Instructions: 1.1 (ME) Business Profile- Provide a profile of your business including Offeror’s business history, description of current service area, and customer base. � 1.2 (ME) Experience - Describe in detail your knowledge and experience in providing services similar to those required in this RFP. 1.3 (ME) Demonstrated Success - Provide specific data demonstrating previous success providing services similar to those required in this RFP. 1.4 (E) Customer Retention - Over the last ten (10) years, approximately what percentage of customers have chosen to remain with your company when given an option (e.g. exercising optional renewals, extending agreements, selecting your company again upon re-solicitation, etc.) � 1.5 Please acknowledge the following: Disclosure of Abortion Related Matters. The State is subject to the No Public Funds for Abortion Act, Idaho Code title 18, chapter 87 (the “Act”) and State employees who intentionally violate the provisions of the Act are subject to criminal prosecution. This provision is included in the Solicitation to aid in compliance with the Act. The State requests that Offeror disclose, unless Offeror is within one of the exemptions provided in the Act, if it or an affiliate is or becomes, during the term of the Contract (if Offeror is the awarded Contractor), an abortion provider and if it will use State facilities or public funds to provide, perform, participate in, promote or induce, assist, counsel in favor, refer or train a person for an abortion related activity. Please refer to the Act for definitions of the terms used in this section. Group 2: Organization & Staffing Instructions: 2.1 (ME) Project Lead - Identify the person who will be the dedicated Project Lead if Offeror is awarded a contract. Provide a description of the proposed Project Lead’s experience and qualifications (or upload a resume in response to Question 2.2). � 2.2 You may submit a resume in response to the question above. 2.3 (ME) Key Personnel and Qualifications - Provide a list of key management, customer service and other roles to be used in the fulfillment of this Contract (in addition to the Project Lead). Provide role descriptions, including requisite qualifications and experience of the person(s)/role(s) identified, as well as an explanation of how the person in that role will contribute to the project. Your response should demonstrate the extent to which you have the expertise to accomplish the Scope of Work. 2.4 (M) Subcontractors - If you intend to utilize subcontractors, describe the extent to which they will be used to comply with Contract requirements. Include each position providing service, and provide a detailed description of how the subcontractors are anticipated to be involved under the Contract. Include a description of how the Offeror will ensure that all subcontractors and their employees will meet all Scope of Work requirements. NOTE: The information provided for subcontractors, if any, will be evaluated as part of Section 8.2, Other Key Personnel and Qualifications. If you do not intend to utilize subcontractor(s), provide a statement to that effect. � Group 3: Scope of Work Instructions: 3.1 Download the attached Scope of Work and indicate your understanding and willingnessto comply. 3.2 Offer must upload the completed scope of work Group 4: Cost Proposal Instructions: 4.1 Please download and review the Cost Proposal from the RFP Administrative Documenthere 4.2 Please upload your completed Cost Proposal from the RFP Administrative Document here Group 5: Questions Answered Instructions: 5.1 Please download and review Attachment 2 - Offeror Questions Answered 17 February 202317 February 202317 February 2023 Group 6: Amendment Acknowledgement Instructions: 6.1 Please download, review, acknowledge that you accept all changes made in this amendment 17 February 202317 February 202317 February 2023