50-2526031 Customer Relationship Management (CRM) RFI IT Sourcing Event

Agency:	State Government of North Carolina
State:	North Carolina
Type of Government:	State & Local
NAICS Category:	541511 - Custom Computer Programming Services 541512 - Computer Systems Design Services 541611 - Administrative Management and General Management Consulting Services 541613 - Marketing Consulting Services
Posted Date:	Apr 23, 2026
Due Date:	May 7, 2026
Solicitation No:	Doc2159524699
Original Source:	Please Login to View Page
Contact information:	Please Login to View Page
Bid Documents:	Please Login to View Page

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:	5/7/2026 4:00 PM
Posted Date:	4/23/2026
Status:	Open
Department:	STATE OF NC - COMMUNITY COLLEGES SYSTEMS OFFICE


Solicitation Number * Doc2159524699	Department STATE OF NC - COMMUNITY COLLEGES SYSTEMS OFFICE	Status Reason Open
Opening Date 2026-05-07T16:00:00.0000000	Posted Date * 2026-04-23T14:55:16.0000000Z	Primary Commodity Code Data management and query software
Mandatory Conference/Site Visit — —	Special Instructions —	Solicitation Type * Select RFP IFB RFI
Owner Grant Braley
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.

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:

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.

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

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

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

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

Notes/Cost

Rev 2017/02/27

This page summarizes the opportunity, including an overview and a preview of the attached documents.

* Disclaimer: This website provides information about bids, requests for proposals (RFPs), or requests for qualifications (RFQs) for convenience only and does not serve as an official public notice. Individuals who wish to respond to or inquire about bids, RFPs, or RFQs should contact the relevant government department directly.

Sign-up for a Free Trial, Government Bid Alerts

With Free Trial, you can:

You will have a full access to bids, website, and receive daily bid report via email and web.

Try One Week FREE Now

50-2526031 Customer Relationship Management (CRM) RFI IT Sourcing Event

Attachment Preview

Sign-up for a Free Trial, Government Bid Alerts

See Also