Question 1

What is "Customer Relationship Management (CRM) Recruitment and Retention Initiative"?

Accepted Answer

**PROCUREMENT OVERVIEW:**  
Capilano University is seeking proposals for consulting services to support its Customer Relationship Management (CRM) Recruitment and Retention Initiative. The project aims to either implement a new CRM solution or enhance the existing CRM platform to better address the university's recruitment and retention needs. The core objective is to improve the university's ability to manage relationships with prospective and current students effectively.

**ISSUING ORGANIZATION:**  
Capilano University  
North Vancouver, British Columbia, Canada  
Primary Contact: Amir Shafiei  
Email: amirshafiei@capilanou.ca

**KEY DATES:**  
- Posted Date: March 17, 2026  
- Proposal Due Date: April 13, 2026  
- Anticipated Award Date: Not specified  
- Performance Period: Not specified

**CONTRACT DETAILS:**  
The contract type is not explicitly stated in the NRFP. There is no estimated contract value or budget range provided, nor are there any option years mentioned.

**MANDATORY REQUIREMENTS:**  
- Proponents must demonstrate a minimum of five years of experience in CRM consulting or related fields.  
- Proven track record of successful CRM implementations or enhancements in educational institutions or similar sectors.  
- Bidders must provide references from past clients to validate their experience.  
- No specific certifications, registrations, or security clearances are mentioned as mandatory.  
- Geographic restrictions are not specified, but familiarity with the Canadian educational landscape may be advantageous.

**TECHNICAL CAPABILITIES:**  
Proponents should possess expertise in CRM technologies and methodologies. Familiarity with popular CRM platforms (e.g., Salesforce, Microsoft Dynamics) and experience in data analytics, user experience design, and integration with existing systems are critical. Knowledge of best practices in student recruitment and retention strategies is also required.

**DELIVERABLES AND PERFORMANCE STANDARDS:**  
Key deliverables include a comprehensive assessment of the current CRM system, a detailed proposal for enhancements or new implementations, and a project timeline with milestones. Reporting requirements will likely include progress updates and a final report detailing outcomes and recommendations, although specific performance metrics or service-level agreements are not outlined.

**EVALUATION CRITERIA:**  
Proposals will be evaluated based on several factors, including the technical approach, past performance, and pricing. The specific weighting of these factors is not provided, but the evaluation is expected to follow a best-value approach rather than a lowest-price technically acceptable model.

**PREFERRED QUALIFICATIONS:**  
While not mandatory, preferred qualifications include:  
- Experience working with CRM solutions in higher education or similar sectors.  
- Relevant certifications in CRM platforms or project management (e.g., PMP, Agile).  
- Demonstrated ability to provide innovative solutions tailored to the unique needs of educational institutions.

This summary provides a comprehensive overview of the RFP for potential bidders to assess their fit for the project.

Question 2

When is the proposal submission deadline?

Accepted Answer

The proposal submission deadline is April 13, 2026 (9 days left).

Question 3

Where can I submit a proposal or get solicitation documents?

Accepted Answer

You can access the full solicitation documents and submit your proposal at: https://canadabuys.canada.ca/en/tender-opportunities/tender-notice/bc226559

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