Salesforce Implementation Partner
Solicitation number UWORFPJV-1693
Publication date
Closing date and time 2022/12/19 12:00 EST
Last amendment date
Description
Suppliers can find the complete tender document(s), at no cost, on: https://uwo.bonfirehub.ca.
Procuring Entity:
University of Western Ontario (Western)
Procurement Services
1151 Richmond Street
London, Ontario, Canada, N6A 3K7
Contact:
Janice Verhagen, email: jverhage@uwo.ca
Procurement Method:
Open tender whereby all interested Suppliers may submit a Proposal.
Description:
The RFP is an invitation to submit offers for the provision of Salesforce Implementation Partner to work in partnership with the Ivey Business School (Ivey), as further described in the RFP.
Since 1996, Ivey Advancement has been using Millennium (Abila) as its comprehensive donor, stakeholder and alumni relationship management system. It supports a team of development, alumni relations and operations staff in their mission to nurture relationships which foster meaningful engagement, financial support, advocacy, and leadership among alumni and other stakeholders globally. It is key to providing data-driven decision making.
Millennium is used to manage, track and report on key Alumni constituent relationships. It is an essential tool and asset to the team working to achieve this goal. The data held in Millennium provides the basis for all Advancement KPIs, including fundraising metrics, alumni engagement scoring and alumni records. It is also the source of alumni data for the School, such as providing employment industry statistics, numbers for ranking and accreditations, volunteer and mentorship connections, as well as, alumni contact information.
In this project, Ivey is planning to retire the Millennium system as the Advancement software system, and migrate all of the data into a Salesforce software solution, as selected through a previous RFP process. Salesforce would be used to support all Advancement objectives, while allowing for greater ease of information sharing with the rest of Ivey. Ivey will be using the Affinaquest product. As such, Ivey is seeking an experienced Implementation Partner that will lead the Ivey IT and Advancement teams in migrating from the Millennium legacy system to Salesforce Affinaquest and building the necessary integrations with other systems / Salesforce Orgs.
Interested Proponents should download the complete RFP for full particulars.
Estimated Quantities:
Quantity 1
Submission Details:
All tender submissions must be uploaded electronically at https://uwo.bonfirehub.ca.
Submission Deadline:
December 19, 2022, 12:00 Noon ET
Public Opening:
Not Applicable
Conditions for Participation:
Available within the tender document(s).
Mandatory Submission Requirements:
Complete submission requirements are provided within the tender document(s).
Scored Submission Requirements:
This procurement is covered by Chapter 5 of the Canadian Free Trade Agreement (CFTA).
This procurement is covered by Chapter 19 of the Canada-European Union Comprehensive Economic Trade Agreement (CETA).
Delivery Date:
Project estimated to commence in late January 2023, with either a six month or one year implementation timeline. To be determined with the successful Proponent.
Duration of Agreement:
The term of the Agreement is to be for a period of two (2) years, with an option in favour of Western to extend the Agreement on the same terms and conditions for up to three (3) additional one (1) years terms.
Additional Options:
Available in the tender document(s)
Negotiation:
At the end of the evaluation process, Western may identify one or more Suppliers with whom it wishes to enter into negotiations, by written notification. See tender document(s) for further detail.
Prequalification:
If not applicable, list as: Not Applicable
Responses must be submitted in English.
Suppliers should note that information contained within this Tender Notice is subject to change. Suppliers are encouraged to download the tender document(s) which contain the most current information.
If there is a conflict between the tender document(s) and this Tender Notice, the tender document(s) will take precedence.
Procuring Entity:
University of Western Ontario (Western)
Procurement Services
1151 Richmond Street
London, Ontario, Canada, N6A 3K7
Contact:
Janice Verhagen, email: jverhage@uwo.ca
Procurement Method:
Open tender whereby all interested Suppliers may submit a Proposal.
Description:
The RFP is an invitation to submit offers for the provision of Salesforce Implementation Partner to work in partnership with the Ivey Business School (Ivey), as further described in the RFP.
Since 1996, Ivey Advancement has been using Millennium (Abila) as its comprehensive donor, stakeholder and alumni relationship management system. It supports a team of development, alumni relations and operations staff in their mission to nurture relationships which foster meaningful engagement, financial support, advocacy, and leadership among alumni and other stakeholders globally. It is key to providing data-driven decision making.
Millennium is used to manage, track and report on key Alumni constituent relationships. It is an essential tool and asset to the team working to achieve this goal. The data held in Millennium provides the basis for all Advancement KPIs, including fundraising metrics, alumni engagement scoring and alumni records. It is also the source of alumni data for the School, such as providing employment industry statistics, numbers for ranking and accreditations, volunteer and mentorship connections, as well as, alumni contact information.
In this project, Ivey is planning to retire the Millennium system as the Advancement software system, and migrate all of the data into a Salesforce software solution, as selected through a previous RFP process. Salesforce would be used to support all Advancement objectives, while allowing for greater ease of information sharing with the rest of Ivey. Ivey will be using the Affinaquest product. As such, Ivey is seeking an experienced Implementation Partner that will lead the Ivey IT and Advancement teams in migrating from the Millennium legacy system to Salesforce Affinaquest and building the necessary integrations with other systems / Salesforce Orgs.
Interested Proponents should download the complete RFP for full particulars.
Estimated Quantities:
Quantity 1
Submission Details:
All tender submissions must be uploaded electronically at https://uwo.bonfirehub.ca.
Submission Deadline:
December 19, 2022, 12:00 Noon ET
Public Opening:
Not Applicable
Conditions for Participation:
Available within the tender document(s).
Mandatory Submission Requirements:
- Appendix B- Submission Form
- Appendix C- Rate Bid Form
- Appendix D- Reference Form
- Appendix E- Deliverables and Technical Requirements Questionnaire
Complete submission requirements are provided within the tender document(s).
Scored Submission Requirements:
- Mandatory Requirements
- Experience, Qualifications and References
- Deployment and Implementation
- Service and Support
- Sustainability
- Value- Added Ideas
- Accessibility (AODA)
- Pricing
This procurement is covered by Chapter 5 of the Canadian Free Trade Agreement (CFTA).
This procurement is covered by Chapter 19 of the Canada-European Union Comprehensive Economic Trade Agreement (CETA).
Delivery Date:
Project estimated to commence in late January 2023, with either a six month or one year implementation timeline. To be determined with the successful Proponent.
Duration of Agreement:
The term of the Agreement is to be for a period of two (2) years, with an option in favour of Western to extend the Agreement on the same terms and conditions for up to three (3) additional one (1) years terms.
Additional Options:
Available in the tender document(s)
Negotiation:
At the end of the evaluation process, Western may identify one or more Suppliers with whom it wishes to enter into negotiations, by written notification. See tender document(s) for further detail.
Prequalification:
If not applicable, list as: Not Applicable
Responses must be submitted in English.
Suppliers should note that information contained within this Tender Notice is subject to change. Suppliers are encouraged to download the tender document(s) which contain the most current information.
If there is a conflict between the tender document(s) and this Tender Notice, the tender document(s) will take precedence.
Bidding and Documents are available on http://www.merx.com. Fees may apply; See https://www.merx.com/public/pricing for more information.
Contract duration
The estimated contract period will be 24 month(s), with a proposed start date of 2023/01/31.
Trade agreements
-
Canadian Free Trade Agreement (CFTA)
-
Canada-European Union Comprehensive Economic and Trade Agreement (CETA)
-
Please refer to tender description or tender documents
Contact information
Contracting organization
- Organization
-
University of Western Ontario
- Address
-
Procurement Services, Suite 6100, Support Services Building, University of Western OntarioLondon, Ontario, N6A 3K7Canada
- Phone
- 519-661-2111 x84583
- Email
- jverhage@uwo.ca
Bidding details
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