When is the submission deadline?

Submissions are due November 6, 2026. Questions must be submitted by October 9, 2026.

It was issued by Alfred University. The work is located in Alfred, New York, United States.

Who is a good fit for this opportunity?

CRM and higher education technology consulting firm. Proven experience with Slate and Blackbaud Advancement data. Expertise in data migration, cleansing, de-duplication, and validation. Experience integrating Navigate and Slate or migrating Student Success systems. Capable of strategic planning, system configuration, testing, and implementation.

Constituent Relationship Management Strategy, Consolidation Assessment, and Slate Migration Services (Due November 6, 2026)

Overview

Business Systems (ERP, CRM & POS)

Alfred, New York, United StatesPosted: September 15, 2026Deadline: November 6, 2026

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SUMMARY

The organization is seeking consulting services to develop a CRM strategy, assess consolidation options, and migrate Advancement and potentially Student Success data to Slate. The work includes data modeling, cleansing, integration, testing, validation, and lifecycle data continuity.

KEY REQUIREMENTS

Must have experience with higher-education CRM consolidation involving Slate, EAB Navigate, and Blackbaud
Must have expertise in data migration and Banner integration
Must have the ability to work alongside a mature Slate instance without disruption
Must submit proposals using a two-envelope format
Must include a draft contract in the proposal
Must provide separate cost/timeline/effort estimates for both Student Success paths
Must provide client references from comparable higher education CRM consolidation and migration engagements
Must be able to achieve full operational go-live by July 1st, 2028

TIMELINE

RFP Issued: September 14th, 2026

Vendor Q&A Period: September 15th, 2026–October 9th, 2026

Final Q&A Responses Posted: October 16th, 2026

Proposal Submission Deadline: November 6th, 2026

Evaluation, Demonstrations, and Interviews: November–December 2026

Consultant Selection and Contract Award: December 2026

Fully Consolidated CRM Environment Operational: July 1st, 2028

QUESTION DEADLINE

October 9, 2026

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

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Issuing Agency

Alfred University

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DESCRIPTION

The organization seeks a qualified consultant to provide constituent relationship management strategy, consolidation assessment, and Slate migration services. The engagement will include strategic planning, system configuration, data migration, integration development, testing, and validation required to deliver a fully operational consolidated CRM environment.

The consultant will assess current Advancement data structures and workflows in Blackbaud and design a target Slate data model for Advancement. Services will include migrating Advancement records, cleansing and de-duplicating data, and validating the migrated information.

The project will also evaluate student success system options. One option is to retain Navigate and establish a robust bidirectional integration with Slate; the other is to migrate Student Success functions fully onto Slate. The resulting solution must support continuity of lifecycle data, including student interests, affiliations, co-curricular activities, post-graduation destinations, and other information used for donor identification and segmentation. Questions must be submitted by October 9, 2026.

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Frequently asked questions

When is the submission deadline?: Submissions are due November 6, 2026. Questions must be submitted by October 9, 2026.
Who issued this RFP?: It was issued by Alfred University. The work is located in Alfred, New York, United States.
Who is a good fit for this opportunity?: CRM and higher education technology consulting firm
Proven experience with Slate and Blackbaud Advancement data
Expertise in data migration, cleansing, de-duplication, and validation
Experience integrating Navigate and Slate or migrating Student Success systems
Capable of strategic planning, system configuration, testing, and implementation

Analysis generated by Settle AI from the source RFP.

RFP Hunter shows what is open. Settle shows what is forming.

Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.

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