What the buyer needs
AI summaryThe Institute for Advanced Learning and Research requests proposals from qualified implementation partners to execute Phase 2 of its Advanced Learning Salesforce initiative. The selected contractor must build upon the existing Salesforce Education Cloud environment to support constituent tracking, attendance, waitlists, memberships, staff activities, and reporting. Required services encompass project management, discovery, solution design, configuration, NeonCRM data migration, environment management, testing, user training, and post-go-live verification. Only onshore United States organizations may submit proposals. Offerors must deliver signed proposals by mail, hand delivery, or email as a PDF before 4:00 PM EST on December 1, 2026. The buyer will evaluate responsive submissions based on experience, references, quality of sample deliverables, cost effectiveness, and pricing transparency.
Scope of work
- Project management, functional and technical discovery, and solution design
- Salesforce Education Cloud configuration and Experience Cloud site deployment
- Legacy data migration strategy and execution from NeonCRM into Salesforce
- Environment, DevOps, and deployment management using tools like Gearset
- Quality assurance, system integration testing, and user acceptance testing support
- Training and knowledge transfer including train-the-trainer sessions and materials
- Production deployment, mock deployment, and cutover execution
- Post-implementation support and at least two weeks of post-release verification
How proposals are evaluated
| Criterion | Weight / scoring |
|---|---|
| Organizational Qualifications and Relevant Experience | 20 |
| Proposed Technical Solution and Alignment with Statement of Needs | 25 |
| Delivery Methodology, Project Plan, Timeline, and Risk Management | 20 |
| Project Team Qualifications, Availability, and Certifications | 15 |
| References and Quality of Sample Deliverables | 10 |
| Cost Effectiveness and Pricing Transparency | 10 |
Minimum qualifications
- Salesforce partnership level and Education and Nonprofit specialization with relevant team certifications
- Multiple successful Education Cloud projects
- At least three references from higher education or nonprofit institutions for Salesforce Education Cloud implementations
- Experience with LMS integration and enterprise engagements exceeding $500,000 or serving over 500 users
- MuleSoft and legacy-to-Education Cloud migration expertise
- Examples of prior live Education Cloud or Nonprofit Cloud deployments serving at least 50 active users
- Registered with the Virginia State Corporation Commission when required by law
- Not currently debarred by the Commonwealth of Virginia or any political subdivision therein
Documents to include with your response
- Signed copy of the RFP including all required certifications
- Completed and signed Disadvantaged Business certification form
- Executive Summary
- Organizational Qualifications
- Higher Education and Industry Experience with references
- Integration and Technical Expertise documentation
- Proposed Project Team descriptions
- Delivery Approach, Methodology, Detailed Work Plan and Schedule
- Sample deliverables from at least two prior projects
- Pricing Proposal
How to submit
- Method
- Mailed, hand-delivered, or email
- Instructions
- Submit to C/O Finance, 150 Slayton Ave, Danville, VA 24540 or via email as a PDF to [email protected]. File-sharing links must be accessible before the deadline.