50-2526031 Customer Relationship Management (CRM) RFI IT Sourcing Event
| Location: | North Carolina |
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| Posted: | Apr 24, 2026 |
| Due: | May 13, 2026 |
| Agency: | State Government of North Carolina |
| Type of Government: | State & Local |
| Category: |
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| Solicitation No: | Doc2159524699 |
| Publication URL: | To access bid details, please log in. |
| Solicitation Number: | Doc2159524699 |
| Project Title: | 50-2526031 Customer Relationship Management (CRM) RFI IT Sourcing Event |
| Description: | The State of North Carolina is developing plans to enhance and modernize student engagement and enrollment infrastructure across the North Carolina Community College System (NCCCS). As part of this effort, the NCCCSO Programs and Student Services Division is exploring scalable solutions that enable a more personalized, efficient, and data-informed approach to recruitment and student lifecycle management, while also supporting consistency and alignment across institutions.This Request for Information (RFI) is intended to collect information and recommendations regarding Software as a Service (SaaS) solutions that provide enhanced functionality for communications, event management, application submission, workflow automation, and data analytics aligned with the full student lifecycle (recruitment through completion). This includes capabilities that support colleges’ engagement with businesses, employers, and external partners, such as workforce outreach, work-based learning coordination, and ongoing employer relationship management. The RFI also seeks insight into implementation approaches that can be standardized and scaled, integration capabilities across common enterprise systems, and best practices for supporting colleges at varying levels of CRM maturity within a unified framework. |
| Opening Date: | 5/13/2026 4:00 PM |
| Posted Date: | 4/23/2026 |
| Status: | Open |
| Department: | STATE OF NC - COMMUNITY COLLEGES SYSTEMS OFFICE |
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Solicitation Number
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Doc2159524699
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Department
STATE OF NC - COMMUNITY COLLEGES SYSTEMS OFFICE
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Status Reason
Open
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Opening Date
2026-05-13T16:00:00.0000000
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Posted Date
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2026-04-23T14:55:16.0000000Z
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Primary Commodity Code
Data management and query software
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Mandatory Conference/Site Visit
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Special Instructions
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Solicitation Type
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Select RFP IFB RFI
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Owner
Grant Braley
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Description
The State of North Carolina is developing plans to enhance and modernize student engagement and enrollment infrastructure across the North Carolina Community College System (NCCCS). As part of this effort, the NCCCSO Programs and Student Services Division is exploring scalable solutions that enable a more personalized, efficient, and data-informed approach to recruitment and student lifecycle management, while also supporting consistency and alignment across institutions.This Request for Information (RFI) is intended to collect information and recommendations regarding Software as a Service (SaaS) solutions that provide enhanced functionality for communications, event management, application submission, workflow automation, and data analytics aligned with the full student lifecycle (recruitment through completion). This includes capabilities that support colleges’ engagement with businesses, employers, and external partners, such as workforce outreach, work-based learning coordination, and ongoing employer relationship management. The RFI also seeks insight into implementation approaches that can be standardized and scaled, integration capabilities across common enterprise systems, and best practices for supporting colleges at varying levels of CRM maturity within a unified framework.
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Attachment Preview
STATE OF NORTH CAROLINA
NC COMMUNITY COLLEGE SYSTEM
REQUEST FOR INFORMATION NO. 50-2526031
Due Date: May 7, 2026
Refer ALL Inquiries to:
Grant Braley
Telephone No. (919) 807-7199
Email: braleyg@nccommunitycolleges.edu
E-Mail: braleyg@nccommunitycolleges.edu
Issue Date: April 24, 2026
Commodity: 43232303 - Customer Relationship
Management (CRM) Software
Using Agency Name: NC Community College System
RFI SUBMITTAL: Vendor’s response to this RFI must be submitted through the Sourcing Tool. For training on
how to use the Sourcing Tool to Vendors should go to the following site:
https://eprocurement.nc.gov/training/vendor-training.
NOTICE TO VENDOR
Request for Information (RFI) will be received at this office at 8:00 AM until 4:00 PM on the day of opening and
then opened.
QUESTIONS
Submit written questions to Grant Braley until May 1, 2026. Questions may be submitted by e-mail to
braleyg@nccommunitycolleges.edu. Please insert “RFI No. 50-2526031- Questions” in the subject matter of
your e-mail. A summary of all questions and answers will be posted to the electronic Vendor Portal (eVP),
https://evp.nc.gov), as an addendum to this RFI on or about May 6, 2026.
EXECUTION
VENDOR NAME:
E-MAIL:
STREET ADDRESS:
P.O. BOX:
ZIP:
CITY & STATE:
TELEPHONE NUMBER: TOLL FREE TEL. NO:
TYPE OR PRINT NAME & TITLE OF PERSON SIGNING:
FAX NUMBER:
AUTHORIZED SIGNATURE:
DATE:
1
Rev 2017/02/27
1.0 EXECUTIVE SUMMARY
The Programs and Student Services Division of the North Carolina Community College System Office
(NCCCSO) is responsible for leading and supporting systemwide strategic enrollment management, student
access, and student success initiatives across the fifty-eight (58) North Carolina Community Colleges. This
includes advancing tools, technologies, and services that enhance recruitment, enrollment, onboarding, and
student engagement. See www.nccommunitycolleges.edu for more information.
The State of North Carolina is developing plans to enhance and modernize student engagement and
enrollment infrastructure across the North Carolina Community College System (NCCCS). As part of this
effort, the NCCCSO Programs and Student Services Division is exploring scalable solutions that enable a
more personalized, efficient, and data-informed approach to recruitment and student lifecycle management,
while also supporting consistency and alignment across institutions.
This Request for Information (RFI) is intended to collect information and recommendations regarding
Software as a Service (SaaS) solutions that provide enhanced functionality for communications, event
management, application submission, workflow automation, and data analytics aligned with the full student
lifecycle (recruitment through completion). This includes capabilities that support colleges’ engagement with
businesses, employers, and external partners, such as workforce outreach, work-based learning
coordination, and ongoing employer relationship management. The RFI also seeks insight into
implementation approaches that can be standardized and scaled, integration capabilities across common
enterprise systems, and best practices for supporting colleges at varying levels of CRM maturity within a
unified framework.
The State requests detailed, point-by-point responses demonstrating how your firm would address the items
outlined in the following sections of this RFI. Responses should include descriptions of system capabilities,
implementation strategies, and support models, with a particular emphasis on approaches that enable the
development of a shared, systemwide “baseline” or “golden image” configuration. The State is specifically
interested in solutions that can be deployed as a common template across all 58 colleges, allowing for local
flexibility where appropriate, but grounded in a consistent, scalable architecture that promotes efficiency,
reduces duplication, and accelerates adoption across the system.
This process is intended to inform a future procurement strategy that prioritizes a cohesive, system-level
solution. The State is exploring approaches that would support broad adoption of a common platform and
implementation model, rather than a decentralized, institution-by-institution selection process, in order to
maximize scale, consistency, and long-term sustainability across the NCCCS.
2.0 RFI PROCEDURES
A. Schedule
Respondents will have approximately two (2) weeks from the date of issuance to prepare and submit their
responses to this RFI.
All responses must be received by the North Carolina Community College System Office no later than May
13, 2026, at 4:00 PM Eastern Time (ET). Responses received after this deadline may not be considered.
B. Clarification Questions
Clarification questions will be accepted until May 1, 2026, as specified on the cover sheet of this RFI. All
questions must be submitted in writing. An addendum containing any general clarification questions and
their answers will be issued as an addendum to this RFI.
C. Response
The State recognizes that considerable effort may be required to prepare a response to this Request for
Information (RFI). However, this RFI is issued for informational and planning purposes only and does not
constitute a request for services or a commitment to procure. Respondents shall bear all costs associated
with the preparation and submission of their responses.
2
Rev 2017/02/27
The State expects concise, detailed, and point-by-point responses to each of the RFI items identified in
the sections that follow. The State is not seeking marketing materials, brochures, or generic (“boilerplate”)
responses. Instead, responses should clearly articulate how the respondent’s proposed solution(s) and
approach would support the State’s goals for enhancing student recruitment, enrollment, and
engagement across the North Carolina Community College System.
1. Responses should include, at a minimum:
a. Solution Overview and Alignment
A clear description of the proposed solution(s), including how the platform supports the full student
lifecycle (recruitment through enrollment and student engagement) as well as colleges’
engagement with businesses, employers, and external agencies (e.g., workforce partners,
community-based organizations, and public agencies). Responses should describe how the
solution aligns with the State’s strategic enrollment management objectives and supports a
consistent, systemwide approach that can be deployed across all fifty-eight (58) colleges.
b. Understanding of Business Needs
A demonstrated understanding of the State’s goals, including the diverse needs of the fifty-eight
(58) community colleges and their external partners, and how the proposed solution would
address those needs in a scalable, flexible manner. Responses should specifically address how
the solution can support a shared, system-level “baseline” or “golden image” configuration that
enables broad adoption across colleges while allowing for appropriate local customization.
c. Technical Specification
Descriptions of the vendor’s solution capacity and approach to the following technical
specifications, including support for integration with enterprise systems, interoperability with
external partner systems (e.g., employers and workforce agencies), and the ability to implement
and maintain a standardized, scalable architecture across all 58 institutions.
SECURITY & COMPLIANCE
Requirement
Supports Single Sign-On (SSO)
Multi-Factor Authentication (MFA)
Role-Based Access Control (RBAC)
Data encryption (at rest & in transit)
Audit logs and activity tracking
FERPA compliance support
SOC 2 / other certifications
Role-based access, privacy, & security
settings
VPAT Statement for ADA Guidelines
Fraud Detection
Description
Notes/Cost
3
Rev 2017/02/27
INTEGRATION & APIS
Requirement
Description
REST API availability
Webhook/event support
Data import/export (CSV, JSON, etc.)
Real-time data synchronization
Middleware compatibility (e.g., iPaaS)
Pre-built Integration with Ellucian Colleague
Pre-built Integration with Ellucian Banner 9
Pre-built Integration with Ellucian Banner
Go
Pre-built Integration with Instructure Canvas
Integration with CFNC (College Foundation
of North Carolina)
Integration with third party vendors
(Parchment, Scribbles , Clearinghouse,
CFNC, Diploma Sender)
Active Directory
DATA MANAGEMENT & REPORTING
Requirement
Description
Custom objects and fields
Data validation rules
Duplicate detection tools
Standard reporting dashboards
Customized reporting capability
Ad hoc reporting capability
Predictive analytics / AI insights
Data export capabilities
System level reporting for analysis
CONFIGURATION & WORKFLOW
AUTOMATION
Requirement
Description
Workflow automation engine
No-code configuration tools
Custom business rules
Task automation and alerts
4
Notes/Cost
Notes/Cost
Notes/Cost
Rev 2017/02/27
Ongoing Technincal Support
Approval workflows
Standardized Templates (for workflows)
AUTOMATION & AI
Requirement
Description
Predictive student risk scoring
Automated outreach campaigns
AI-driven recommendations
Chatbot or virtual assistant
AI Workflows and tasks
USER EXPERIENCE & ACCESSIBILITY
Requirement
Description
Mobile app (iOS/Android)
Responsive web interface
Accessibility compliance (WCAG)
Offline access (external user experience)
PERFORMANCE & ARCHITECTURE
Requirement
Description
Cloud-based architecture
Uptime SLA (%)
Disaster recovery plan
Backup frequency and retention
Scalability approach
STUDENT/CUSTOMER MANAGEMENT
Requirement
Description
Capacity to group students/customer by
status
Tracks student/customer response to
notifications
Student/customer ability to track app status
Customizable application workflows
Create campaigns and distribution list
Alumni relations options
Donor tracking options
5
Notes/Cost
Notes/Cost
Notes/Cost
Notes/Cost
Rev 2017/02/27
This is the opportunity summary page. It provides an overview of this opportunity and a preview of the attached documentation.
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