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Truman State University·Missouri

Customer Relationship Management System Services

Closes 5/28/2026$250k – $800kRequest for Proposal
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Description

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.

Attached files

Contact

Sarah Jones(Purchasing Buyer)

[email protected]

(660) 785-4326

Key dates

Opened
4/24/2026
Closes
5/28/2026
Duration
1 year

Last updated

Details

Type
Request for Proposal
Industry
Consulting Services
NAICS
541512
Solicitation №
SP26‑04

Budget estimate

$250,000 – $800,000

No budget is disclosed. Similar higher‑education CRM overhaul projects typically range from $250 k for a minimal viable refresh to $800 k for a comprehensive rebuild, data migration, AI integration, and multi‑year support. This estimate accounts for labor rates, travel, licensing (if any), and contingency for extensions.

AI estimate from the solicitation

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