CU, Boulder Marketing and Enrollment Strategy

03 March 2023 CU, Boulder Marketing and Enrollment Strategy CU Boulder’s Strategic Relations and Communications is seeking proposals from proven higher education marketing and enrollment strategy agencies. 03 March 2023 Open 3/3/2023 4:00 PM MST Type Request for Proposal Close 4/6/2023 4:00 PM MDT Number PSC-S-1689 Currency US Dollar Payment Terms 0% 0, Net 30 03 March 2023 Contacts Jenny Casanova Jenny.Casanova@cu.edu 03 March 2023 Commodity Codes Commodity Code Description 01 Advertising, Marketing & Print Services 03 March 202303 March 202303 March 202303 March 202303 March 202303 March 202303 March 202303 March 202303 March 2023 mailto:Jenny.Casanova@cu.edu The University of Colorado Boulder Request for Proposals MARKETING AND ENROLLMENT STRATEGY Description SECTION I. INTRODUCTION, PROJECT BACKGROUND, CONTRACT TERMS A. INTRODUCTION This Request for Proposals (RFP)

is being issued by the University of Colorado Boulder Campus (CU Boulder), through the University of Colorado Procurement Service Center (PSC), to establish a contract to provide Marketing and Enrollment Strategy Services. Civic Initiatives, a public procurement consulting firm, will be assisting the PSC and CU Boulder with the coordination of the procurement process. About the University of Colorado Boulder (CU Boulder) Located on the Front Range of the Rocky Mountains, CU Boulder is distinguished by an entrepreneurial mindset that shapes our teaching, research, and industry activities. We are a leading research university, one of 35 U.S. public research institutions belonging to the Association of American Universities (AAU), and the only member in the Rocky Mountain region. Our core public mission is centered on the belonging, well-being, and success of our undergraduate and graduate students. In all our actions, we are committed to inclusion, a quality that defines our passion to be on the forefront of change for a more sustainable and understanding world. Our vision is to be a leader in addressing the humanitarian, social, and technological challenges of the 21st century. Our strategic imperatives are to 1) shape tomorrow’s leaders, 2) be the top university for innovation and 3) positively impact humanity. CU Boulder is a part of the University of Colorado system, the state’s largest and most influential public research university, with a community of approximately 67,000 students and 37,000 employees spanning four campuses and system administration. Every year CU graduates thousands of students who fill critical workforce needs across the state. CU is the state’s third-largest employer with an annual operating budget of $5.5 billion. CU faculty attracted $1.4 billion in sponsored research awards to conduct research in economic sectors critical to the state and nation including energy, bioscience, aerospace, and health care. Overall, CU contributes approximately $14 billion annually to the state’s economy. About Strategic Relations and Communications Strategic Relations and Communications uses an integrated approach to campuswide marketing and communications and works with university partners to deliver annual campaigns that advance the university’s reputation, recruitment, retention, and engagement goals. Our communications and engagement model features a facilitated approach to our campus wide strategy, deliverables, and metrics to help establish a repeatable, reliable process for campus-level, area-specific, and unit-driven messaging and communications. Strategic Relations and Communications also serves as the steward of our campus brand identity standards and our Be Boulder messaging platform. Brand identity: Our brand identity serves as a recognizable visual identity for our various audiences. Developing communications that comply with the university brand identity is vital to these efforts. How to use the brand. Be Boulder messaging platform: The Be Boulder platform was developed as a supporting brand platform that demonstrates the positive results we achieve and the bold, entrepreneurial spirit of the people within our university community. It is expressed through real stories and facts that stem from the experiences of our students, faculty, staff, alumni, parents and supporters. How to use Be Boulder. We encourage all agency applicants to read and review our Brand Identity Visual Standards and the implementation guidelines in the attached Be Boulder Visual Style Guide. https://www.colorado.edu/brand/getting-started https://www.colorado.edu/brand https://www.colorado.edu/brand/getting-started https://www.colorado.edu/brand/how-use/be-boulder-messaging-platform B. COMMUNICATION/QUESTIONS/CLARIFICATIONS The Procurement Service Center (PSC) Purchasing Agent listed herein is to be the sole point of contact concerning this solicitation. Prospective and actual Offerors shall not directly contact other personnel regarding matters concerning this solicitation or to arrange meetings related to such. Prospective Offerors may make inquiries via the Q & A Board before the Q & A deadline listed in Section I., D concerning this solicitation to obtain clarification of requirements. There will be opportunity to make inquiries during the pre-conference, if any. No inquiries will be accepted after the deadline. Questions will be consolidated and responded to by CU Boulder as deemed appropriate. Responses to Offerors’ inquiries will be posted by the close of the business on the date provided in Section I.D. If Offerors’ questions are unclear or non-substantive in nature, CU Boulder may request clarifications or decline to answer. Should any interested Offeror, sales representative, or manufacturer find any part of the listed specifications or terms and conditions to be discrepant, incomplete, or otherwise questionable, it shall be the responsibility of the concerned party to notify the purchasing agent of such matters immediately upon discovery. Offerors cannot rely on any other statements that clarify or alter any specification or other term or condition of the solicitation. All official communication from the PSC to suppliers will be via postings on the CU Sourcing Website. The PSC will post notices that will include, but not be limited to, any modifications to administrative or performance requirements, answers to inquiries received, clarifications to requirements, and the Announcement of Award. It is incumbent upon suppliers to monitor the CU Sourcing Website carefully and regularly for any such postings. In addition, communications may be sent to attendees of the mandatory pre-proposal conferences by email. C. TYPE OF CONTRACT As a result of this solicitation, CU Boulder intends to award a contract to a single contractor.  The anticipated starting date for any resulting contract is 07/01/2023, except that the actual contract start date may be adjusted unilaterally by CU Boulder for up to three (3) calendar months. By submitting a signed proposal in response to the solicitation, the Prospective Contractor represents and warrants that it will honor its proposal as being held open as irrevocable for this period.  The term of the contract resulting from award of this solicitation shall begin upon execution of the contract on July 1, 2023, and end two (2) calendar years later.  CU Boulder, at its discretion, may terminate the contract with thirty (30) days’ notice by stating so in writing. D. TIMELINE Following is the estimated timeline with anticipated dates (subject to change). Event Date Solicitation Posted 03/03/2023 Project Questions/Clarifications Due 03/14/2023 Written Answers to Questions Posted on or Around 03/22/2023 Proposals Due 04/06/2023 Notifications for Oral Presentations, if necessary N/A Oral Presentations, if necessary N/A Best and Final Offer, if necessary 05/01/2023 Contract Negotiations 05/02/2023-05/03/2023 https://bids.sciquest.com/apps/Router/PublicEvent?CustomerOrg=Colorado Event Date Contract Finalized 05/12/2023 Project Kick-Off 05/15/2023 E. AWARD Any resulting contract from this solicitation will be awarded to the Offeror whose overall offer is deemed to be the most advantageous to CU Boulder as determined by the evaluation team. The PSC purchasing office, after review and approval of the evaluation team's written recommendation, will notify all Offerors via a posting on the CU Sourcing Website of the results of the solicitation evaluation. The posting will be an announcement of the award. https://bids.sciquest.com/apps/Router/PublicEvent?CustomerOrg=Colorado Required to View Event Prerequisites Required to Enter Bid 03 March 2023 1. Please review and accept 2. Please review and accept 3. Please review and accept 4. Please review and accept 5. Please review and accept 6. Please review and accept 03 March 202303 March 202303 March 202303 March 202303 March 202303 March 202303 March 2023 Buyer Attachments 1. CU - Marketing and Enrollment Strategy - Final.pdf.pdf 2. CU - Marketing and Enrollment Strategy - Cost Proposal_Attachment.pdf 3. BeBoulder_VisualStrategyGuidelines_lores.pdf 4. Bidders Legal Team Review and Certification Document V1.pdf 5. University of Colorado Sample RFP Agreement Bids.docx 03 March 202303 March 202303 March 202303 March 202303 March 202303 March 2023 https://bids.sciquest.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xMTI4MDg1LTEzOTAzNzQ2NjBDVSAtIE1hcmtldGluZyBhbmQgRW5yb2xsbWVudCBTdHJhdGVneSAtIEZpbmFsLnBkZi5wZGY%3D&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9 https://bids.sciquest.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xMTI4MDg1LTEzOTAzNzEwMDFDVSAtIE1hcmtldGluZyBhbmQgRW5yb2xsbWVudCBTdHJhdGVneSAtIENvc3QgUHJvcG9zYWxfQXR0YWNobWVudC5wZGY%3D&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9 https://bids.sciquest.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xMTI4MDg1LTEzOTAzNjU0MjFCZUJvdWxkZXJfVmlzdWFsU3RyYXRlZ3lHdWlkZWxpbmVzX2xvcmVzLnBkZg%3D%3D&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9 https://bids.sciquest.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xMTI4MDg1LTEwNjA4ODM0MDNCaWRkZXJzIExlZ2FsIFRlYW0gUmV2aWV3IGFuZCBDZXJ0aWZpY2F0aW9uIERvY3VtZW50IFYxLnBkZg%3D%3D&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9 https://bids.sciquest.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xMTI4MDg1LTEzMjQyNDEzNjlVbml2ZXJzaXR5IG9mIENvbG9yYWRvIFNhbXBsZSBSRlAgQWdyZWVtZW50IEJpZHMuZG9jeA%3D%3D&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9 Questions Required Questions Group 1: Instructions: 1.1 General Supplier Information: Provide principal contact information for this solicitation, including address, telephone number, fax number, e-mail, and website (if applicable). 1.2 Confirm you have read the bid and the associated bid description in its entirety, and understand the requirements of the bid 1.3 Bidder's Legal Team Certificate - Upload the bidder's legal team certification document signed and completed herein. The Certification can be found under Buyer Attachments. 1.4 SOLICITATION EXCEPTIONS: List any exceptions to this solicitation document. Note that significant exceptions may deem your proposal non-responsive 1.5 Contract - List any variances to the Universities Sample Contract (no matter how slight) - Terms and Conditions. If none, Bidder must indicate. Note that significant exceptions may deem your proposal nonresponsive. 1.6 INSURANCE REQUIREMENTS: Review the insurance requirements as listed under the Prerequisites" and upload your COI. 1.7 Mandatory Requirements: By answering yes, you certify that your company meets all ofthe mandatory requirements detailed in the prerequisites. 1.8 USE OF SUBCONTRACTORS/PARTNERS. There may be areas for use of subcontractors or partners in this project. The University encourages use of small businesses wherever viable. If you are utilizing this approach, provide a list of the subcontractors/partners, their area(s) of expertise, and include all other applicable information herein requested for each subcontractor/partner. Please keep in mind that the University will contract solely with your company, therefore subcontractors/partners remain your sole responsibility. 1.9 "Items" - note that the items section within the bid will not include any specific lump sum "items" given the nuances of the financial proposal. As such your bid response will show $0 in the system once submitted. Your financial proposal upload however will be the contracted rates. Please confirm you understand your final submission in the system will show $0 but your financial proposal upload will be the rates that will ultimately be contracted. 1.10 By answering "Yes", Bidders acknowledges their Financial Proposal/Pricing Section is NOT included with their bid response as described in the Solicitation. Group 2: Technical and Cost Proposal Instructions: 2.1 TECHNICAL RESPONSE DOCUMENT - Bidders to upload their response. By submitting your response, you have read, acknowledged and understood the requirements. **DO NOT INCLUDE YOUR COST PROPOSAL IN THIS SECTION** 2.2 COST PROPOSAL - Firms shall complete the Attachment 2 Cost Proposal Template. Provide a detailed fee structure, along with a breakdown of any additional charges, related to your firm’s proposal to achieve the deliverables in Section II, Scope of work 03 March 202303 March 202303 March 202303 March 202303 March 2023 Product Line Items Product Line Items There are no Items added to this event. 03 March 202303 March 202303 March 202303 March 2023 Service Line Items Service Line Items 1. # Item Name, Commodity Code, Description Allow Alternates Qty. UOM Requested Service Delivery S1 COST PROPOSAL 1 JA - Job 03 March 202303 March 202303 March 2023