RFP 5940 - Enrollment Services Provider

Agency: Southeast Missouri State University
State: Missouri
Type of Government: State & Local
NAICS Category:
  • 541611 - Administrative Management and General Management Consulting Services
  • 541990 - All Other Professional, Scientific, and Technical Services
Posted Date: Jul 3, 2019
Due Date: Jul 23, 2019
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Contact information: Please Login to View Page
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Description:

Southeast Missouri State University is requesting proposals from qualified vendors for an Enrollment Services Provider.

Proposals must be received by:

July 23, 2019 at 3:30 p.m.

Buyer:

Amy Hancock

Offerors Instructions:

Offerors may download the following RFP. Responses must be submitted in a sealed package and received at the address indicated no later than the closing date and time. Faxed or emailed proposals will not be accepted. It shall be the offeror's responsibility to be sure he/she is in receipt of all official amendments and/or modifications, if any are issued.

Official RFP Documentation

RFP 5940

Attachment Preview

REQUEST FOR PROPOSAL 5940
TITLE: ENROLLMENT SERVICES PROVIDER
DATE: JULY 2, 2019
BUYER: AMY HANCOCK, SENIOR BUYER
EMAIL: abhancock@semo.edu
PHONE: (573) 651-2021
PROPOSAL MUST BE RECEIVED NO LATER THAN:
DATE: JULY 23, 2019
TIME: 3:30 P.M.
DELIVERY INSTRUCTIONS
For USPS/FedEx/UPS, etc.
Bids must be mailed to:
Purchasing Department
Southeast Missouri State University
One University Plaza, Mail Stop 3280
Cape Girardeau, MO 63701
OR delivered by offeror to:
Purchasing Department
Academic Hall Room 200F
Normal Avenue
Cape Girardeau, MO 63701
The notice of award is made subject to availability and appropriation of funds, as specified in the Request for Proposal,
and the selection of the offeror is made in accordance with all applicable public procurement laws.
MUST BE SIGNED TO BE VALID
The offeror hereby agrees to furnish items and/or services, at the firm, fixed prices quoted, pursuant to all requirements
and specifications contained herein, upon either the receipt of an authorized purchase order from the Purchasing
Department or when this document is countersigned by the Purchasing Department as a binding contract, and further
agrees that the language of this document shall govern in the event of a conflict with his or her proposal.
AUTHORIZED SIGNATURE
PRINTED NAME/TITLE
COMPANY NAME
MAILING ADDRESS
CURRENT DATE
TELEPHONE NUMBER/EXT.
CITY
CONTACT PERSON
STATE
CONTACT PERSON EMAIL ADDRESS
ZIP CODE
FACSIMILE NUMBER
DELIVERY DATE:_________DAYS ARO, FOB DESTINATION
PROMPT PAYMENT TERMS:_____% _____DAYS NET_____DAYS
NOTICE OF AWARD (SOUTHEAST MISSOURI STATE UNIVERSITY USE ONLY)
AUTHORIZED SIGNATURE FOR SOUTHEAST MISSOURI STATE UNIVERSITY
DATE
SOUTHEAST MISSOURI STATE UNIVERSITY
ENROLLMENT SERVICES PROVIDER
REQUEST FOR PROPOSAL 5940
TABLE OF CONTENTS
Request for Proposal Cover Sheet ................................................................................... page 1
Table of Contents ............................................................................................................. page 2
Introduction and Background Information ......................................................................... page 3
Scope of Services……………………………………………………………………………….. . page 5
General Contractual Requirements ................................................................................... page 8
Offeror's Information ...................................................................................................... page 11
Attachment 1 – Evaluation Criteria
Attachment 2 – Vendor Business Information
Attachment 3 – Affidavit of Work Authorization
Terms and Conditions (10/09/2018)
SOUTHEAST MISSOURI STATE UNIVERSITY
ENROLLMENT SERVICES PROVIDER
REQUEST FOR PROPOSAL 5940
INTRODUCTION AND GENERAL INFORMATION
Southeast Missouri State University (hereinafter referred to as “University” or “Southeast”) is seeking to
obtain proposals from qualified organizations to provide Enrollment Services in accordance with the
terms and conditions set forth herein.
1. INTRODUCTION
Established in 1873, Southeast Missouri State University is a comprehensive, four-year public
university located in Southeast Missouri with satellite locations in Sikeston and Kennett. The
University’s main campus is located in Cape Girardeau, Missouri, approximately 120 miles
south of St. Louis, Missouri, and 165 miles north of Memphis, Tennessee.
Southeast derives its authority from the people of Missouri through the Missouri State
Legislature. While serving the region, state, nation, and world, the University maintains a strong
commitment to the diverse twenty-four counties of southeast Missouri. As a multi-purpose
institution, the University achieves its educational goals through the offering of degree programs
and other learning experiences to its varied constituents. The University's community consists
of approximately 10,100 undergraduate students, 1,000 graduate students, and 1,050 full and
part-time faculty and staff. Additional information can be found on the University web page at
www.semo.edu.
In February 2019, Southeast launched the Strategic Enrollment Planning effort, Enhancing
Recruitment and Student Success, 2019-2023. Presently, the University is developing an
enrollment plan that will focus on six strategies areas, including: 1) conducting market-based
program prioritization, 2) expanding and enhancing program delivery, 3) optimizing net tuition
revenue, 4) supporting students to graduation, 5) enhancing recruitment, and 6) increasing and
strengthening partnerships. To support enhanced recruitment, the University plans to invest in a
complementary suite of products and services proven to optimize market reach, penetration,
and yield. In addition to this Request for Proposal for Enrollment Services, Southeast has issued
RFPs to evaluate customer relations systems for University Admissions and Advancement,
Marketing Automation Software, and website development.
2. GENERAL INFORMATION
Southeast Missouri State University seeks an enrollment services partner or partners with
proven expertise in student search, application marketing, yield optimization, adult student
marketing, online student marketing, and optimization of revenue from tuition. The partner will
work in tandem with Admissions, Enrollment Management, International Education and
Services, Southeast Online, Student Financial Services, and University Marketing to attract a
diverse student body that includes undergraduate and graduate students through distinctively
different campaigns for face-to-face and online students, and for domestic and international
students. The University is seeking an application marketing partner that will interface
seamlessly with the University’s student information system (Ellucian Banner), document
management system (BDM), and the university’s CRM of choice (to be determined in summer
2019; current CRM provider is Ellucian Recruit).
3
Southeast is seeking a qualified vendor with Enrollment Services solutions who understands
and can demonstrate a forward-thinking approach to higher education recruitment in a highly
competitive, rapidly changing marketplace. The selected partner should have the capacity to
capture prospective student information from digital marketing efforts and launch
communication plans to optimize the impact of digital marketing.
Southeast understands that the majority of prospective students are completing the college
search process from a mobile device. Consequently, the University is seeking a partner that
provides the end-user with an engaging, easy-to-use mobile experience. Prospective students
must have access to easy-to-complete inquiry forms and applications, as well as access to view
the status of these interactions. University staff must have access to mobile-friendly reports and
data analytics to assess the performance of various enrollment efforts.
3. RFP AND PROJECT TIMELINE
3.1 The University's anticipated time frame for this RFP process is as follows:
Issue RFP: July 2, 2019
RFP Closing Date: July 23, 2019
Offeror Presentations: August 5-7, 2019
Contract Award Date: August 19, 2019
3.2 The University desires to begin to deploy selected strategies as soon as possible
following the contract award date. Vendor presentations should discuss proposed
enrollment services implementation timelines.
4
SOUTHEAST MISSOURI STATE UNIVERSITY
ENROLLMENT SERVICES PROVIDER
REQUEST FOR PROPOSAL 5940
SCOPE OF SERVICES
The contractor shall provide enrollment services for Southeast Missouri State University that meets or
exceeds the specifications listed herein. Offerors may propose additional tasks or services, if such will
substantially improve the results of this project.
1. DESIRED DELIVERABLES - The University is seeking proposals from vendors providing the
following services. At this time, Southeast is not specifying minimum requirements, so as to
encourage vendors to share the products and services they have found to be the most
successful in increasing student applications, admits, and enrollments aligned with the
University’s desired student profile and net tuition goals.
1.1 Student Search and Lead Management
1.1.1 Define a digital marketing strategy that supports brand awareness among
students, parents, and other key stakeholders
1.1.2 Demonstrate proven expertise in search predictive modeling, research, and
analytics to target the right high school sophomores, juniors, and seniors in
existing and potential markets
1.1.3 Demonstrate proven expertise in search predictive modeling, research, and
analytics to engage with prospective transfer, adult, and online learners in
existing and potential markets
1.1.4 Demonstrate proven expertise in predicting financial need and recommend
strategies to deliver customized financial literacy content to target audiences at
optimal times
1.1.5 Propose a proven strategy for delivering customized email, text messaging, and
direct mail campaigns to target audiences at optimal times
1.1.6 Demonstrate the method for delivering a seamless search and inquiry response
process with the University’s existing prospect pool
1.2 Application Marketing
1.2.1 Identify potential applicants
1.2.2 Target potential applicants with application messaging
1.2.3
Deliver a customized application, with application options for domestic and
international populations, undergraduate and graduate populations, and online
degree-seekers. If a customized application is not available, indicate method for
driving applicants to the online application option(s) selected by Southeast.
1.2.4 Estimate the quantity of applications the University will receive annually based on
proposed marketing practices. The University is requesting this to determine
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