Technololutions Slate Advancement CRM Implementation
ID: 2134130
• State: New York
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Description
Background
Empire State University (SUNY Empire) is seeking a Technolutions Platinum Preferred Partners Consultant to provide implementation services for the Slate Advancement CRM. Founded in 1971, SUNY Empire aims to empower learners from diverse backgrounds through innovative educational access, primarily serving working adults. The university currently serves 16,500 students and is recognized as New York state's leading online institution.
Work Details
The consultant will oversee the implementation of Slate Advancement CRM licenses, performing configurations, guidance, and support during and after the implementation. Key tasks include:
- Configuration of constituent relationship management to track biographical data for individuals and organizations.
- Management of prospect activities including research requests and wealth data.
- Communication management through tracking various communication types and preferences.
- Contribution management with personalized giving forms and automated recurring gifts.
- Event management for online registration forms and participant-level data tracking.
- Reporting and analytics capabilities to generate key advancement reports.
- Fundraising automation including acknowledgment workflows and donor segmentation.
- Stewardship functionalities for alumni engagement and community building.
The project timeline is based on the current contract expiring in November 2027, with a target go-live date of September 2027.
Period of Performance
The contract is expected to be established for one (1) year with a target go-live date set for September 2027.
Place of Performance
Services will be performed at SUNY Empire's locations across New York State, with potential virtual components.
Bidder Requirements
Bidders must meet specific qualifications including:
1. At least five years of experience in higher education advancement CRM implementation.
2. Must be a Platinum Preferred Technolution Consultant.
3. Provide references from at least three recent CRM projects, including one challenging implementation.
4. Proof of accessibility compliance as per EIT standards.
5. Proof of data security compliance as per outlined requirements.
6. Submission of a detailed staffing plan, training plan, support plan, and project timeline.
Empire State University (SUNY Empire) is seeking a Technolutions Platinum Preferred Partners Consultant to provide implementation services for the Slate Advancement CRM. Founded in 1971, SUNY Empire aims to empower learners from diverse backgrounds through innovative educational access, primarily serving working adults. The university currently serves 16,500 students and is recognized as New York state's leading online institution.
Work Details
The consultant will oversee the implementation of Slate Advancement CRM licenses, performing configurations, guidance, and support during and after the implementation. Key tasks include:
- Configuration of constituent relationship management to track biographical data for individuals and organizations.
- Management of prospect activities including research requests and wealth data.
- Communication management through tracking various communication types and preferences.
- Contribution management with personalized giving forms and automated recurring gifts.
- Event management for online registration forms and participant-level data tracking.
- Reporting and analytics capabilities to generate key advancement reports.
- Fundraising automation including acknowledgment workflows and donor segmentation.
- Stewardship functionalities for alumni engagement and community building.
The project timeline is based on the current contract expiring in November 2027, with a target go-live date of September 2027.
Period of Performance
The contract is expected to be established for one (1) year with a target go-live date set for September 2027.
Place of Performance
Services will be performed at SUNY Empire's locations across New York State, with potential virtual components.
Bidder Requirements
Bidders must meet specific qualifications including:
1. At least five years of experience in higher education advancement CRM implementation.
2. Must be a Platinum Preferred Technolution Consultant.
3. Provide references from at least three recent CRM projects, including one challenging implementation.
4. Proof of accessibility compliance as per EIT standards.
5. Proof of data security compliance as per outlined requirements.
6. Submission of a detailed staffing plan, training plan, support plan, and project timeline.
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Overview
Opportunity Type
General
Opportunity ID
2134130
Response Deadline
May 21, 2026
Past Due
Date Posted
April 17, 2026
Source
Source Notes
Must be signed in to the New York Contract Reporter to view the opportunity.
Est. Value Range
Experimental
$500,000 - $2,000,000
(AI estimate)
Agency Distribution
High
On 4/17/26 State University of New York (SUNY) in New York issued General Technololutions Slate Advancement CRM Implementation with ID 2134130 due 5/21/26.
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Classifications
Opportunity Classification
Information Technology - Consulting & Other Services