Truman State University is seeking a qualified firm to rebuild, refresh, and enhance its Slate Admissions CRM system and to establish a pre‑qualified contractor pool for ongoing Slate services. The work includes creating a test instance, migrating three years of application data, re‑configuring admissions, financial‑aid and student‑records workflows, integrating with Banner SIS, SSO, and Pathify, and embedding AI‑driven features. A strategic portion of the refresh must be live by November 1 2026, with the initial contract running July 2026‑June 2027 and optional extensions up to five additional years. The university also wants a master agreement for on‑demand task orders, rate schedules, and a diversity/economic impact plan.
• Rebuild Slate test environment, retain effective components, and modernize modules with best‑practice and AI capabilities.
• Migrate three years of historic applicant data, ensure FERPA and WCAG compliance, and integrate with Banner, SSO, and Pathify.
• Provide consulting, configuration, training, documentation, and ongoing support under a master agreement with five‑year labor‑rate schedule.
• Deliver a phased project plan that achieves a functional “strategic portion” by 1 Nov 2026 and supports future task‑order work.
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