4-ITN Attachment C- Requested Deviation or Exemption Form.pdf

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Attached to
Customer Relationship Management (CRM) Solution
Solicitation number
ITN 27-006
Issued by
Polk County, Florida

About this file

This is an Attachment C Requested Deviation or Exemption Form for an Invitation to Negotiate (ITN) issued by Florida Polytechnic University for a Customer Relationship Management (CRM) solution. The ITN seeks a CRM system to serve multiple university departments, including the Development team, with capabilities to store and manage constituent information, interaction history, event participation records, and organizational relationships. The solution must accommodate 20,000 constituent records and include integrated data cleaning tools, duplicate management, address and phone update functions, reporting and analysis capabilities, a mobile phone application, constituent screening tools, and events and marketing modules. The CRM system must be user-friendly with robust features for events, memberships, and action management, supporting users across Development, strategic communications, finance, and other university departments.

Respondents must complete the Attachment C form and submit it in Tab A of their proposal to formally request any deviations or exceptions to the ITN requirements and contract terms and conditions. The University reserves the right to accept or reject proposed changes or replacement contract language and may lower a respondent's evaluation rating based on the number and severity of exceptions taken. Respondents are advised that the University intends the Successful Respondent to execute the University's contract as written and attached, and all objections to contract provisions must be identified in the written response. The University cautions that objections raised during negotiations rather than in the initial written response may result in elimination of the proposal from further consideration.

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Attachment C- Requested Deviation or Exemption Form Respondent must complete this form and include it in Tab A of their Proposal to request deviations or exceptions to the ITN Requirements, including Contract Terms and Conditions (Attachment C). The University reserves the right to accept or reject any proposed changes or replacement contract language.

The University may also lower Respondent’s evaluation rating based on the number and severity of exceptions taken. Although some minor revisions and clarifications may be accepted, the University intends that the Successful Respondent will be required to execute the University’s contract as written and attached. Respondents are warned against saving their objections to the various provisions until negotiations, as this may be cause for eliminating Respondent’s proposal from further consideration.

Any and all objections must be identified in Respondent’s written response.

Section Number Proposed Change or Replacement Language Justification

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