Health Science CRM Platform

Agency:	State Government of North Carolina
State:	North Carolina
Type of Government:	State & Local
NAICS Category:	541512 - Computer Systems Design Services 541611 - Administrative Management and General Management Consulting Services 541690 - Other Scientific and Technical Consulting Services 541990 - All Other Professional, Scientific, and Technical Services
Posted Date:	Apr 24, 2026
Due Date:	May 21, 2026
Solicitation No:	88-260021-PH
Original Source:	Please Login to View Page
Contact information:	Please Login to View Page
Bid Documents:	Please Login to View Page

Solicitation Number:	88-260021-PH
Project Title:	Health Science CRM Platform
Description:	The purpose of this RFI is to survey the market for information on a CRM Platform to be used in Health Science.
Opening Date:	5/21/2026 2:00 PM
Posted Date:	4/25/2026
Status:	Open
Department:	CENTRAL PIEDMONT COMMUNITY COLLEGE


Solicitation Number * 88-260021-PH	Department CENTRAL PIEDMONT COMMUNITY COLLEGE	Status Reason Open
Opening Date 2026-05-21T14:00:00.0000000	Posted Date * 2026-04-24T20:34:18.0000000Z	Primary Commodity Code Cloud-based software as a service
Mandatory Conference/Site Visit — —	Special Instructions —	Solicitation Type * Select RFP IFB RFI
Owner Robin Harper
Description The purpose of this RFI is to survey the market for information on a CRM Platform to be used in Health Science.

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STATE OF NORTH CAROLINA REQUEST FOR INFORMATION NO. 88-260021-PH

CENTRAL PIEDMONT COMMUNITY

COLLEGE

Refer ALL Inquiries to: Robin Harper

E-Mail: Robin.Harper@cpcc.edu

Telephone No. 704-330-2722, x3909

Issue Date: April 24, 2026

Due Date: May 21, 2026, by 2pm EST

Commodity: 811620 – Software as a Service

Description: Health Science CRM Platform

Using Agency Name: Central Piedmont Community

College

This Request for Information (“RFI”) is available electronically on the North Carolina electronic Vendor Portal (“NC eVP”)

at https://evp.nc.gov/

The purpose of this RFI is to survey the market for information requested herein and not to award a contract.

Submission of a response does not create an offer, and no award will result by submitting a response.

The State recognizes that considerable effort may be required in preparing a response to this RFI. However, the

Respondent shall bear all costs for preparing and submitting a response. Information obtained through this RFI process

may be used to develop a future solicitation. Responses to this RFI will be received until 2:00 p.m. EST, on May 21, 2026.

EXECUTION

VENDOR NAME:

STREET ADDRESS:

CITY & STATE:

TYPE OR PRINT NAME & TITLE OF PERSON SIGNING:

AUTHORIZED SIGNATURE:

E-MAIL:

P.O. BOX:

ZIP:

TELEPHONE NUMBER: TOLL FREE TEL. NO:

FAX NUMBER:

DATE:

Rev 2017/02/27

SECTION I. RESPONDENT QUESTIONS, RESPONSE INSTRUCTIONS, AND CONFIDENTIALITY

A. Schedule

Respondents will have three weeks to prepare their submissions to this RFI. Responses must be received by the

date, time, and location specified on the cover sheet of this RFI. There is no guarantee that all RFI submissions

will be invited to present. If selected, respondents will be notified of the specific date and time approximately two

weeks in advance of their presentation.

Intended Schedule of Events:

Event

RFI Issued

Written Questions Due

Response to Written Questions

Submission of Information Due

Date and Time

April 24, 2026

May 4, 2026, by 2pm EST

May 7, 2026

May 21, 2026, by 2pm EST

B. RFI Related Questions / Clarification Questions

Any questions regarding the RFI should be emailed on or before May 7, 2026, at 2:00pm EST to the attention of:

Robin.Harper@cpcc.edu. All questions must be submitted in writing. Please enter “Questions RFI 88-260021-

PH” as the subject for the email. An addendum containing any general clarification questions and their answers

will be issued as an addendum to this RFI within the electronic vendor portal (eVP).

Vendors responding to the RFI shall designate a single person of contact within that company as receipt of all

subsequent information regarding this RFI.

C. Instructions for Developing Responses

When developing Responses to this RFI, the Respondent should consider the following:

Central Piedmont recognizes that considerable effort will be required in preparing a response to this RFI.

However, please note that this is a request for information only, and not a request for services. The

Vendor shall bear all costs for preparing this RFI.

Multiple responses will be accepted from a single vendor provided that each response is comprehensive,

meets all the college’s requirements, and is truly unique. Please place separate submissions through eVP

and clearly mark responses as “Response #1, Response #2, etc.

Central Piedmont expects concise, detailed, point-by-point responses to each of the RFI response items identified

in Section IV of this RFI. Central Piedmont is not interested in brochures or “boilerplate” responses. Instead,

responses should clearly define how the vendor’s proposed solution(s) would meet Central Piedmont’s business

requirements and objectives. Any issues or exceptions to Central Piedmont’s requirements should also be

identified and explained.

The following outline is offered to assist in the development of your response.

____ 1. A cover letter -- the cover letter should include a summary of your response, such as indicating which

areas you are responding to and an indication of supporting documentation included.

____ 2. The response should cover any or all areas of information requested by this RFI and be submitted in

a .pdf format.

Rev 2017/02/27

____ 3. Although the College does not limit the size of responses, you are asked to consider that the College

will rely upon staff with limited time availability to review these responses. To ensure that your response

receives the attention it deserves, you are asked to consider limiting the size of your response (not counting

any supporting documentation) to approximately 20 pages. If you consider supporting documentation to be

necessary, please indicate which portions of the supporting documentation are relevant to this RFI.

A comprehensive, detailed equipment list including software required for the proposed solution should be

provided. All software identified in the response must be commercially available and in general distribution on

or before the date of award. While Central Piedmont will require a pilot installation of any final solution

adopted, the college is not interested in participating in any field trials of new software.

The response should define all services that would be required by the proposed solution. The response

should also include:

• The vendor’s understanding of the project and services by addressing Central Piedmont’s business

requirements and objectives;

• An estimated total cost of ownership for the solution, including continued compliance with emerging

industry standards.

Responses to the Request for Information (RFI) will help the college:

• Decide whether to issue a solicitation,

• Determine the scope of work, and implementation timelines

D. Instructions for Submitting Responses

1. Responses to this Request for Information (RFI) shall be submitted via the electronic vendor portal (eVP) by the

due date and time specified herein. Additional information can be found at the eVP updates for Vendors link:

https://eprocurement.nc.gov/news-events/evp-updates-vendors

2. Respondents must submit their response to this RFI via the Electronic Vendor Portal (eVP) by the specified time

and date provided in the Schedule.

3. When submitting a response, include all pages of the RFI, a completed and signed EXECUTION Section on page

1, and responses to the requested information contained in Section IV.

4. One (1) redacted response in accordance with Chapter 132 of the North Carolina General Statutes, the Public

Records Act, identified as RFI #88-260021-PH - Respondent’s Name - Redacted. For the purposes of this RFI,

redaction means to edit a document by obscuring or removing information that is considered confidential and/or

proprietary by the Respondent, and that meets the definition of Confidential Information set forth in G.S. 132-1.2.

Any information removed by the Respondent should be replaced with the word, “Redacted.”

5. Per NCGS 132-1, et seq., information or documents provided to the College in response to this RFI are Public

Record and subject to inspection, copy and release to the public unless properly marked pertaining to, but not

limited to, NCGS § 132-1.2.

If the Vendor does not provide a redacted version of the proposal with its proposal submission, Central Piedmont

Community College will assume no exemptions apply and will release an unredacted version if a records request

is received. If the vendor has confidential information, as defined in N.C. Gen. Stat. § 66-152 and other

information exempted from the Public Records Act pursuant to N.C. Gen. Stat. §132- 1.2, a redacted copy of

response was provided through eVP, at the time of bid submission.

Vendor Acknowledgment: Redacted Copy submitted _______________Yes _____________No

Rev 2017/02/27

If “No” is checked, or if no response was provided, this copy of your response, in its entirety, WILL BE provided, to

third-party firms, as the result of any public records request.

SECTION II. RIGHTS AND OBLIGATIONS

A. RIGHTS TO SUBMITTED MATERIAL

All responses, inquiries or correspondence relating to or in reference to this RFI, and all documentation submitted by the

various Respondents shall become the property of the College when received. Ideas, approaches, and options presented

by Respondents may be used in whole or in part by the State in developing a future solicitation should the College decide

to proceed with a solicitation. Further, combinations of ideas from various Respondents may also become part of a

solicitation, based on consideration of various RFI submissions and the needs of the College which may differ from any

single Respondent’s experience in other places.

B. OBLIGATIONS OF THE STATE

The College may choose to issue a solicitation for the procurement of a solution. However, this RFI is not a guarantee that

a solicitation will be issued for any or all the services or systems referenced herein, about which ideas and approaches

are being sought. Information submitted by Respondents for this RFI will remain confidential until after the award of any

solicitation or until the State decides not to issue a solicitation.

SECTION III. OBJECTIVE AND PURPOSE

A. EXECUTIVE SUMMARY & INTRODUCTION

Central Piedmont Community College (Central Piedmont) is a large, urban, multi-campus, non-residential college that

enrolls more than 52,000 students annually in curriculum, adult high school and basic skills, and continuing education

programs, and employs more than 3,000 full- and part-time faculty and staff, making Central Piedmont one of the largest

colleges in the Carolinas. Central Piedmont offers more than 300-degrees, diploma and certification programs,

customized and corporate training, market-focused continuing education, and special interest classes. Central Piedmont

is academically, financially, and geographically accessible to all citizens of Mecklenburg County. Central Piedmont

responds to the workforce and technology needs of local employers and job seekers through innovative educational and

training strategies. Established in 1963, Central Piedmont has provided over 60 years of service to Mecklenburg County

residents, businesses and industry, engaging approximately 250,000 people each year through various programs,

services, events, and performances.

Central Piedmont is conducting industry research to learn more about available Customer Relationship Management

(CRM) systems and explore potential solutions that will assist with operational functions for the Health Professions and

Human Services Program area of Central Piedmont.

The new system is intended to be used as a multi-functional tool that will track clinical contracts; functional / fillable

applications for up to two programs on each application; database for employees including a calendar; maintain

equipment inventory for check-in / out; Appointment Calendar inclusive of name, appointment, follow-up and billing; and

Electronic Medical Record (EMR) Training forms.

Rev 2017/02/27

SECTION IV. DESIRED, FUNCTIONALITY, OUTCOMES AND REQUIREMENTS

A. FUNCTIONALITY

Please describe how your solution delivers the following functionality.

1. Clinical Contracts and approval workflows

a. Track from beginning to end

2. Equipment requests and inventory tracking

3. Leave requests with calendar views that is integrated with M365 calendars and Ellucian Colleague Employee Self

Service (ESS) Leave

4. New employee onboarding forms

5. Admission application processing for at least 23 Health Sciences programs

6. Security Assertion Markup Language (SAML)-based Single Sign-On (SSO) with enterprise identity providers.

Authentication and access must be centrally managed.

B. DESIRED OUTCOMES

The new Health Sciences software platform is expected to deliver the following outcomes. Please describe how your

solution delivers the desired outcomes.

1. Ability to share, view, edit, version, and archive large attachments, including transcripts, certifications, Test of

Essential Academic Skills (TEAS) scores and admission letters.

2. Support for separate applications for students and structured sections for advisors, faculty, Department Chairs,

and Associate Deans.

3. Intuitive navigation, hierarchical organization, and clear separation of admissions and clinical agreements

processes.

4. Security and Access Control, compliant with CIS standards

5. Cloud and mobile access, with student submissions separated from internal workflows

6. Automated applicant notifications and letters, by on screen confirmation and follow up email.

7. Maintain common lists for consistent data across applications

8. Flexible reporting and data analysis for advisors, faculty, and Department Chairs.

9. Multiple document attachments per record import/export capabilities, Microsoft 365 product integration and

historical data tracking.

10. Support PDF, DOCX, XLSX, and image files (JPG/PNG) for uploading and viewing documents.

11. Support for larger file size documents (provide size limitations)

12. Personalized dashboards, formula-based calculations, administrative audit logs, and note entry capabilities,

including record updates and permission-based actions. Field-level access control must be supported where

necessary.

13. workflow automation

14. Tracking and routing of approvals, attachments, comments and private notes

15. Calendar Management integration with Microsoft 365

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.

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Health Science CRM Platform

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