CRM Consolidation, Advancement Migration to Slate, and Student Success Assessment

The buyer requires a vendor to deliver constituent relationship management strategy, consolidation assessment, and Slate migration services. The selected consultant must handle all strategic planning, configuration, data migration, integration development, testing, and validation necessary to provide a fully operational consolidated CRM. The scope includes assessing Blackbaud structures, designing a target Slate data model, and migrating cleansed Advancement records. The buyer evaluates two Student Success paths: establishing a bidirectional integration between Navigate and Slate, or migrating Student Success entirely to Slate. The vendor must ensure lifecycle data continuity to support donor identification, including student interests, post-graduation destinations, and co-curricular activities. Only onshore United States organizations qualify for this opportunity. The vendor will perform all work offsite and may submit responses digitally via email or online. The buyer requests proposal submissions to determine the budget. Bidders must submit all questions by October 9, 2026.