Alfred University
Constituent Relationship Management Strategy, Consolidation Assessment, and Slate Migration Services
SUMMARY
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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.
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
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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
Issuing Agency
Alfred University
CONTACTS
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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
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