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Francis Marion University - Provide a Customer Relationship Management System - RFP-2494 (2026)

Francis Marion University, Florence, SC·Higher Ed

4 days until submission deadline — October 5, 2026

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Sep 17, 2026
Posted Date
Oct 05, 2026
Submission Deadline
Primary Contact
Jennifer D Hester · (843) 661-1161
Contract Term
2 years
Scope Location
Florence, SC
Submission Address
Francis Marion University, Purchasing Office, P.O. Box 100547, Florence, SC 29502-0547

SUMMARY

Francis Marion University is seeking proposals for a comprehensive Customer Relationship Management (CRM) system to support student recruitment, admissions, and event management under RFP-2494. The required solution must provide software, licensing, implementation services, data migration for approximately 200,000 prospect records and 20,000 applications, unlimited bulk two-way email and text messaging, and staff-facing artificial intelligence capabilities. Key system functionalities include Ellucian Colleague integration via Ethos APIs, automated document classification, and WCAG 2.1 Level AA compliance for the applicant-facing portal. Proposals are due by October 5, 2026, with the contract value not to exceed $200,000 over a two-year period and full implementation required by January 27, 2027.

EVALUATION CRITERIA

Price, technical capabilities, implementation approach and timeline, vendor qualifications/experience

REQUIRED DELIVERABLES

Customer Relationship Management (CRM) system, Software licensing, Implementation services, Data migration, Bulk two-way email and SMS messaging, Staff-facing AI, Event management functionality, Ellucian Colleague integration

REQUIRED ATTACHMENTS

signed copy of this form, Price Proposal, signed amendments

4
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Frequently asked questions

Common questions about this solicitation, answered from the record.

How do I respond to this RFP from Francis Marion University?

Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is October 5, 2026. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: Francis Marion University, Purchasing Office, P.O. Box 100547, Florence, SC 29502-0547. For questions, contact Jennifer D Hester.

What are the evaluation criteria for this solicitation?

This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Price, technical capabilities, implementation approach and timeline, vendor qualifications/experience" Vendors should carefully align their proposals with each criterion to maximize their score.

Where can I find more RFPs from Francis Marion University?

All active and historical solicitations from Francis Marion University are tracked and searchable. As a higher ed agency, Francis Marion University regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.

What is the contract term for this solicitation?

The anticipated contract term is 2 years. Contract terms may include renewal options.

Is this solicitation still open for submissions?

Based on the posted deadline of October 5, 2026, this solicitation appears to still be accepting submissions. Deadlines may change through amendments or addenda, so always verify the current status directly with the issuing agency before preparing your response.

What documents are required to bid on this RFP?

Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: signed copy of this form, Price Proposal, signed amendments. Review the full document from Francis Marion University for the complete list.

Can small businesses or minority-owned firms bid on this RFP?

Most government agencies, including Francis Marion University in SC, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.

What happens after the RFP submission deadline?

After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.

Can I ask questions about this solicitation before submitting?

Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Jennifer D Hester at (843) 661-1161. Questions and answers are typically shared with all prospective bidders.

What is the scope of this project?

This solicitation defines a specific project scope. The scope covers the following locations: Florence, SC. Review the full solicitation for detailed scope requirements.

What are the key deliverables?

The solicitation specifies the following deliverables: Customer Relationship Management (CRM) system, Software licensing, Implementation services, Data migration, Bulk two-way email and SMS messaging, Staff-facing AI, Event management functionality, Ellucian Colleague integration. Proposals should clearly address how each deliverable will be met.

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