56-2701CKCRFP Addendum with Exhibit A.pdf

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Enterprise Revenue Growth Assessment and Implementation Roadmap
Solicitation number
56-56-2701CKCRFP
Issued by
Randolph County, Greensboro City, North Carolina

About this file

This is an RFP Addendum No. 1 issued by East Carolina University (ECU), a constituent institution within the North Carolina higher education system, for enterprise revenue growth assessment and implementation consulting services under Bid No. 56-2701CKCRFP. ECU seeks proposals from qualified consulting firms to conduct a comprehensive, enterprise-wide assessment of the University's operations, assets, programs, partnerships, and market opportunities to identify strategic initiatives capable of generating meaningful, sustainable new or enhanced revenue. The engagement is organized into four distinct phases: Phase I (Institutional Assessment and Asset Mapping), Phase II (Revenue Opportunity Identification and Assessment), Phase III (Prioritization Framework and Recommended Portfolio), and Phase IV (Business Cases and Implementation Roadmaps). The original RFP due date was October 28, 2026, at 3:00 p.m. EST via North Carolina's eVP portal, with contract award anticipated before January 1, 2027. ECU requires completion of all four phases within 180 calendar days of contract execution. Work must commence within 30 business days of the effective date. The contract includes an option to renew for up to one additional one-year term on the same terms and conditions.

Vendors must submit fixed-fee pricing for each phase, with separate line items for travel, on-campus engagement expenses, and other direct costs; invoicing and payment milestones will be negotiated with the selected vendor based on proposed deliverables and project methodology. ECU has not established a budget or maximum price threshold for this engagement. Evaluation criteria in descending order of importance are technical approach and implementation strategy, demonstrated revenue growth results, project team and higher education experience, higher education references, and cost and overall value. Vendors must provide three references from higher education clients; government contract references are not required if higher-education references demonstrate relevant government-sector contract experience. North Carolina vendor registration, financial stability certification, and E-Verify compliance documentation are required. Assessment scope is limited to university-controlled units and excludes ECU Health's clinical enterprise and Athletics; health-related work is restricted to academic units such as the Brody School of Medicine and School of Dental Medicine. ECU does not anticipate a presentation to the Board of Trustees but may present findings to the Chancellor's leadership team. The addendum addresses 49 vendor questions and ECU responses, clarifying scope parameters, timeline expectations, stakeholder participation, deliverable acceptance criteria, insurance requirements, and contract terms and conditions negotiation processes.

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Department of Materials Management 209 East 3rd Street, Bldg. 165 Greenville, North Carolina 27858-4353

IMPORTANT RFP ADDENDUM

DATE: 10/21/26

THIS REQUEST FOR PROPOSAL (RFP) ADDENDUM SHOULD BE RETURNED AS PART OF

VENDOR’S PROPOSAL RESPONSE. FAILURE TO RETURN THIS ADDENDUM COULD RESULT IN

REJECTION OF YOUR PROPOSAL.

BID/RFP #: 56-2701CKCRFP COMMODITY: Enterprise Revenue Growth Assessment ADDENDUM NUMBER: 1 USING AGENCY: East Carolina University PURCHASER: Kevin Carraway RFP DUE DATE: 10/28/26 no later than 3 pm ET (via eVP)

INSTRUCTIONS:

1. Please make note of the following change(s) or clarification pertaining to the bid referenced above:

A. VENDOR QUESTIONS & ECU RESPONSES:

Please see attachment A

2. Check ONLY one of the following categories and return one properly executed copy of this addendum prior to bid opening time and date.

Bid has already been submitted (via eVP system). Changes resulting from this addendum are as follows:

Bid has already been submitted. NO CHANGES resulted from this addendum.

Bid has NOT been submitted and ANY CHANGES resulting from this addendum are included in our bid.

Execute Addendum #1 (Bid #56-2703BTRFP):

BIDDER: _________________________________________________________________

ADDRESS (CITY & STATE): _________________________________________________

AUTHORIZED SIGNATURE: ________________________________DATE: ___________

NAME AND TITLE (TYPED): _________________________________________________

56-2701CKCRFP Exhibit A

VENDOR QUESTIONS AND ECU RESPONSES

Question 1. 1.0 PURPOSE AND BACKGROUND Project Objectives, Page 5: Should #7 be reframed to include high-level implementation considerations-such as effort, impact, core dependencies, and institutional readiness-for the full opportunity set, with detailed implementation roadmaps only for the prioritized 3-5 recommendations?

ECU Response: Yes

Question 2. Please identify the ECU divisions, campuses, affiliated entities, academic health system components, and operating units that are in scope for the enterprise-wide assessment. Are any functions or revenue streams out of scope?

ECU Response: There are not any functions or revenue streams out of scope per se.

However, our focus is not Athletics, but other areas of campus.

Question 3. Will the vendor selected for this engagement be eligible to compete for or provide subsequent implementation services related to opportunities identified through the engagement? Please describe any restrictions, conflicts or conditions that could preclude the selected vendor from participating in future implementation activities.

ECU Response: The selected vendor will not be automatically excluded from competing for future implementation services solely because of its participation in this project. However, any future procurement will be conducted in accordance with applicable State and University procurement requirements. ECU reserves the right to evaluate and address any actual or perceived organizational conflicts of interest and may establish appropriate restrictions or mitigation measures to ensure a fair and competitive procurement process.

Question: 4. Please describe the level and nature of ECU's anticipated participation throughout the engagement. Specifically identify the stakeholder groups and ECU staff roles expected to participate; the anticipated level of executive sponsorship, project management, data support, subject-matter expertise, interviews, workshops, and validation; and the responsibilities for review, validation, and approval of deliverables.

ECU Response: Stakeholder groups would include key individuals from the respective divisions identified by Senior leaders of the Division. The Executive Sponsor will be a Senior Administrator. We can assist the firm with scheduling meetings and being the liason with data needs, etc. We are not planning to assign an ECU project manager to this work.

Question 5. Please identify any ECU milestones, governance forums, or decision points that may influence the project. This may include Board of Trustees meetings, Cabinet or leadership meetings, budget cycles, strategic planning, academic calendar constraints, or other key institutional events. For each related milestone, please provide the anticipated date.

ECU Response: None at this time. We are expecting for all four phases to be completed

Question 6. If available, please share the anticipated budget or budget range for this engagement.

ECU Response: ECU has not identified a budget.

Question 7. North Carolina General Terms & Conditions: To the extent permitted by applicable law and the State's procurement requirements, would the State consider recently negotiated terms and conditions between Deloitte and University of North Carolina System constituent institutions as a starting point for contract negotiations, subject to the State's review, approval, and any required modifications?

ECU Response: ECU will consider vendor-proposed contract language during negotiations; however, any resulting agreement must comply with applicable North Carolina laws, State procurement requirements, UNC System policies, and ECU requirements. Recently negotiated terms and conditions between Deloitte and other UNC System constituent institutions may be submitted for consideration as a reference point during contract discussions. Acceptance of any proposed terms is subject to ECU's review and approval, and ECU reserves the right to require modifications or reject provisions that do not align with applicable legal, regulatory, or institutional requirements.

Question 8. North Carolina General Terms & Conditions, Section 2, Default and Termination: In (a), would the State consider modifying the remedy for procurement of substitute services to provide that Deloitte would only be responsible if found liable for such costs, since a party's damages should be based on the facts and circumstances and dispute resolution processes?

ECU Response: Proposals will be evaluated based on the terms and conditions contained in the RFP. The State is not required to evaluate or consider additional, modified, or deleted terms submitted by a vendor with its proposal. The University reserves the right to negotiate with responsive vendors following evaluation as permitted by applicable procurement rules. Vendor-proposed exceptions and terms may be reviewed during negotiations but are not binding upon, nor required to be accepted by the University. Existing terms contained in other State contracts held by a vendor may be considered during negotiations, when determined to be in the best interest of the State.

Question 9. North Carolina General Terms & Conditions, Section 2, Default and Termination: In (b), would the State consider providing a notice and cure period after which, if not cured, such termination would be effective?

modified, or deleted terms submitted by a vendor with its proposal. The University reserves the right to negotiate with responsive vendors following evaluation as permitted by applicable procurement rules. Vendor-proposed exceptions and terms may be reviewed during negotiations but are not binding upon, nor required to be accepted by the University. Existing terms contained in other State contracts held by

Question 10. North Carolina General Terms & Conditions, Section 2, Default and Termination: Alternatively, would the State please confirm that it is electing to leave open this specific provision of the Contract for later negotiation as per Section 2.3 of the RFP?

modified, or deleted terms submitted by a vendor with its proposal. The University reserves the right to negotiate with responsive vendors following evaluation as permitted by applicable procurement rules. Vendor-proposed exceptions and terms may be reviewed during negotiations but are not binding upon, nor required to be accepted by the University. Existing terms contained in other State contracts held by

Question 11. North Carolina General Terms and Conditions, Section 15 – Insurance: Would the State consider certain clarifying modifications to the insurance requirements to make such insurance requirements consistent with our industry-standard coverage?

Alternatively, if the State wishes to discuss language, would the State please confirm that it is electing to leave open this specific provision of the Contract for later negotiation as per Section 2.3 of the RFP?

modified, or deleted terms submitted by a vendor with its proposal. The University reserves the right to negotiate with responsive vendors following evaluation as permitted by applicable procurement rules. Vendor-proposed exceptions and terms may be reviewed during negotiations but are not binding upon, nor required to be accepted by the University. Existing terms contained in other State contracts held by

Question 12. North Carolina General Terms and Conditions, Section 16 – General Indemnity: Can the indemnity be modified to be for third party claims for bodily injury, including death, or damages to personal property to the extent directly and proximately caused by Contractor's negligence or intentional misconduct in its performance of the services?

Example: “(a) The Vendor shall indemnify, defend and hold and save the State, its officers, agents, and employees, harmless from (i) liability of any kind, including all claims and losses, in each case accruing or resulting from claims for payment or benefits brought byto any other person, firm, or corporation furnishing or supplying work, Services, materials, or supplies in connection with the performance of the Contract as a subcontractor or vendor of Vendor, and also from (ii) any and all claims and losses accruing or resulting to any person, firm, or corporation that may suffer personal injury or whose/which real or tangible property is be injured or damaged by the Vendor in the performance of the Contract, in each of cases (i) and (ii) that are attributable to the negligence or intentionally tortious acts of the Vendor, provided that the Vendor is notified in writing within 30 days from the date that the State has knowledge of such claims.”

“(d) As part of this provision for General indemnity, iIf federal funds are involved in this procurement, the Vendor warrants that it will comply with all relevant and applicable federal requirements and laws applicable to Vendor in its performance of the Services., and will indemnify, defend and hold and save the State harmless from any claims or losses resulting to the State from the Vendor’s noncompliance with such federal requirements or law in the performance of this Contract. The representations and warranties in the preceding two sentences shall survive the termination or expiration of the Contract.”

modified, or deleted terms submitted by a vendor with its proposal. The University reserves the right to negotiate with responsive vendors following evaluation as permitted by applicable procurement rules. Vendor-proposed exceptions and terms may be reviewed during negotiations but are not binding upon, nor required to be accepted by the University. Existing terms contained in other State contracts held by

Question 13. North Carolina General Terms and Conditions, Section 16 – General Indemnity: However, in the event the State does not agree with our example, would the State please confirm that it is electing to leave open this specific provision of the Contract for later negotiation as per Section 2.3 of the RFP?

contained in the RFP. The State is not required to evaluate or consider additional, modified, or deleted terms submitted by a vendor with its proposal. The University reserves the right to negotiate with responsive vendors following evaluation as permitted by applicable procurement rules. Vendor-proposed exceptions and terms may be reviewed during negotiations but are not binding upon, nor required to be accepted by the University. Existing terms contained in other State contracts held by

Question 14. North Carolina General Terms and Conditions, Section 20 – Care of State Data and Property: Would the State agree to clarify that the Vendor is responsible for the loss or damage to the State's real property and, as to Data, the cost to restore the State's most recent backup? Alternatively, would the State confirm that it is electing to leave open this specific provision of the Contract for later negotiation as per Section 2.3 of the RFP?

modified, or deleted terms submitted by a vendor with its proposal. The University reserves the right to negotiate with responsive vendors following evaluation as permitted by applicable procurement rules. Vendor-proposed exceptions and terms may be reviewed during negotiations but are not binding upon, nor required to be accepted by the University. Existing terms contained in other State contracts held by

Question 15. North Carolina General Terms and Conditions, New Section – Liability of the Parties: Prior to contract execution, would the State be willing to negotiate a mutual, aggregate limitation of liability (other than for damages arising from a party's recklessness or intentional misconduct and any other damages for which such limit is specifically not allowed by State law)?

“Vendor’s aggregate liability for damages, claims, losses or liability of any kind arising under or related to this Contract or an applicable Statement of Work (“SOW”) shall be limited to two times the value of the SOW. The foregoing limitation of liability shall not apply to claims for injury to persons or damage to tangible personal property, gross negligence or willful or wanton conduct. This limitation of liability does not apply to contributions among joint tortfeasors under N.C.G.S. 1B-1 et seq., the receipt of court costs or attorney’s fees that might be awarded by a court in addition to damages after litigation based on the Contract.”

modified, or deleted terms submitted by a vendor with its proposal. The University reserves the right to negotiate with responsive vendors following evaluation as permitted by applicable procurement rules. Vendor-proposed exceptions and terms may be reviewed during negotiations but are not binding upon, nor required to be accepted by the University. Existing terms contained in other State contracts held by

Question 16. However, if the State does not agree with our example, would the State please confirm that it is electing to leave open this specific provision of the Contract for later negotiation as per Section 2.3 of the RFP?

modified, or deleted terms submitted by a vendor with its proposal. The University reserves the right to negotiate with responsive vendors following evaluation as permitted by applicable procurement rules. Vendor-proposed exceptions and terms may be reviewed during negotiations but are not binding upon, nor required to be accepted by the University. Existing terms contained in other State contracts held by

Question 17. North Carolina General Terms and Conditions, New Section – Disclaimer of Damages: Would the State be willing to include a mutual disclaimer of consequential and punitive damages in the Contract?

“In no event shall a party be liable to the other party for any consequential or punitive loss, damage, or expense, relating to or in connection with this Contract or any statement of work.”

modified, or deleted terms submitted by a vendor with its proposal. The University reserves the right to negotiate with responsive vendors following evaluation as permitted by applicable procurement rules. Vendor-proposed exceptions and terms may be reviewed during negotiations but are not binding upon, nor required to be accepted by the University. Existing terms contained in other State contracts held by

Question 18. However, in the event the State does not agree with our example, would the State please confirm that it is electing to leave open this specific provision of the Contract for later negotiation as per Section 2.3 of the RFP?

contained in the RFP. The State is not required to evaluate or consider additional, modified, or deleted terms submitted by a vendor with its proposal. The University reserves the right to negotiate with responsive vendors following evaluation as permitted by applicable procurement rules. Vendor-proposed exceptions and terms may be reviewed during negotiations but are not binding upon, nor required to be accepted by the University. Existing terms contained in other State contracts held by

Question 19. Section 1.0 Purpose and Background, p. 5 : Are there specific revenue streams that ECU views as out-of scope or notably lower priority?

ECU Response: There are not any functions or revenue streams out of scope per se.

However, our focus is not Athletics, but other areas of campus.

Question 20. Section 1.0 Purpose and Background, p. 5 : Has ECU established any preliminary financial aspirations for this initiative, such as a target level of incremental annual net revenue, expected timeframe for realizing financial benefits, or minimum financial return thresholds for recommended opportunities?

ECU Response: No

Question 21. Section 4.1 Desired Qualifications, p. 12 : Section 4.1 references experience with academic health systems. Please confirm whether the assessment scope includes ECU Health and the clinical enterprise or is limited to university-controlled units (including the health sciences academic divisions).

ECU Response: Limited to University controlled units.

Question 22. Section 1.1 Contract Term, p. 6; Section 5.0 Specifications and Scope of Work, p. 15 : Section 1.1 defines the contract term as completion and acceptance of all requirements, with work beginning within 30 business days of the Effective Date, and Section 5.0 asks vendors to propose a timeline and milestones. Does ECU have a desired completion date or outside timeframe for the Phase IV deliverables, or any institutional milestones (e.g., Board of Trustees meetings or budget cycle dates) around which the work plan should be sequenced?

ECU Response: ECU would like to award contract before January 1, 2027, and request all phases to be completed within 180 days of executing contract.

ECU's preferred schedule is to award the contract before January 1, 2027, and complete all phases within 180 calendar days of contract execution. Vendors shall describe their proposed project schedule and indicate whether the proposed timeline aligns with ECU's preferred schedule. Any exceptions should be clearly identified and justified in the proposal.

Question 23. Section 1.0, Background (p. 7); Section 4.1 (p. 14); Section 5.1, Phase I (p. 17):

Does the enterprise-wide review include ECU Health's clinical enterprise, or should proposers limit health-related scope to university units such as the Brody School of Medicine, the School of Dental Medicine, and other health sciences programs?

ECU Response: Limit health-related scope to university units such as the Brody School of Medicine, the School of Dental Medicine, and other health sciences programs.

Question 24. Section 1.0, Project Objectives (p. 7); Section 5.1, Phase III (p. 18): Section

1.0 describes a repeatable framework ECU can use after the engagement to identify, assess, prioritize, approve, monitor, scale, and discontinue revenue-generating activities, and Phase III calls for a prioritization framework. Does ECU view the Phase III framework as that repeatable model, or should proposers' scope and price the broader lifecycle model as a separate deliverable, and if so, in which phase?

ECU Response: ECU is requesting the framework the firm uses to be shared with the Institution, so the Institution can use the framework independently for future analysis once this contract is over. The Phase III framework is viewed as the repeatable model.

Question 25. Section 5.1, Phase II (pp. 17 to 18): Section 5.1 directs the firm to estimate revenue potential, required investment, return on investment (ROI), risks, and regulatory considerations for each identified opportunity in Phase II. Approximately how many opportunities does ECU expect to receive that full assessment before Phase III narrows the list to three to five?

ECU Response: ECU does not want to limit ideas, however, ECU expects significantly more than 5.

Question 26. Section 1.0, Background (p. 7); Section 5.1, Phase I (p. 17): Phase I directs the firm to review University strategic, financial, organizational, operational, and policy materials. Will ECU provide unit-level revenue and expense data for the activities named in the Background, including auxiliary and continuing education operations, or should proposers plan to assemble that information through interviews and document review?

ECU Response: University can provide strategic plans, organizational charts, and financial data identified by the firm as needed.

Question 27. Section 1.1, Contract Term (p. 8): Does ECU have a target duration for Phases I through IV and an anticipated start date after the November 11 award?

ECU Response: ECU's preferred schedule is to award the contract before January 1, 2027, and complete all phases within 180 calendar days of contract execution.

Vendors shall describe their proposed project schedule and indicate whether the proposed timeline aligns with ECU's preferred schedule. Any exceptions should be clearly identified and justified in the proposal.

Question 28. Section 4.2 (p. 14); Attachment A (p. 22) Does ECU have a budget range or not-to-exceed amount for Phases I through IV that it can share with proposers?

Question 29. Section 4.11 (p. 16): Section 4.11 lists three insurance tiers tied to contract value and leaves all three unchecked. Should proposers apply the tier that matches their proposed total price, and does ECU require professional liability coverage for this contract?

ECU Response: Proposers should assume the insurance requirements applicable to the anticipated contract value associated with their proposal. The University will identify the final required insurance tier prior to contract execution based on the awarded contract value. Additional insurance requirements, including any Professional Liability (Errors & Omissions) coverage requirements, will be addressed during contract negotiations and reflected in the final contract.

Question 30. Section 1.0, Project Objectives (p. 7); Section 5.0 (p. 17): Who will serve as ECU's executive sponsor and day-to-day project leads, and does ECU expect the selected firm to present findings directly to the Chancellor's leadership team and/or to the Board of Trustees?

ECU Response: A Senior Administrator will be the executive sponsor. There may be a presentation to the Chancellor’s leadership team; however, we do not anticipate a presentation to the Board of Trustees at this time.

Question 31. Sections 2.7 (p. 9) and 2.8 (p. 10): Does ECU set a page limit for the proposal body? Should vendors upload a single combined PDF or separate files for the proposal, each attachment, and any redacted copy?

ECU Response: ECU has not established a page limit for the proposal body unless otherwise stated within the RFP. Vendors should provide clear, concise responses that fully address all requirements.

For submission, vendors should upload separate PDF files for:

1. The complete proposal response.

2. Any required attachments or exhibits (if submitted separately).

3. Any redacted version of the proposal, when applicable.

Files should be clearly labeled to identify their contents.

This approach will facilitate ECU's review and public records processing.

Question: 32. Section 6.2, Invoices (p. 19); Attachment A (p. 22): May the selected firm invoice monthly against each phase's fixed fee, or only upon acceptance of each phase deliverable?

ECU Response: Invoicing and payment milestones will be established during contract negotiations with the selected vendor and will be based on the proposed scope of services and project delivery approach. ECU recognizes that respondents may propose different methodologies and phase structures; therefore, payment terms may be tied to agreed-upon project milestones, phase completion and acceptance, progress-based invoicing, or another mutually agreed schedule that aligns with the services being provided.

Question 33. Sections 1.1 and 2.4, p. 8-9: What is ECU's anticipated contract-execution date, project start date, and desired completion date for each phase and the overall engagement?

ECU Response: ECU would like to award contract before January 1, 2027, and request all phases to be completed within 180 days of executing contract.

Question 34. Can ECU share who will be on the evaluation committee for this RFP?

ECU Response: Senior leadership

Question 35. Section 4.2, p. 14: Has ECU identified a budget for this initiative, and if so, is it possible to share? Is there a price above which proposals would not be accepted?

Question 36. Section 4.2, p. 14: For pricing purposes, should vendors assume that Phase IV will require full business cases and implementation roadmaps for five opportunities, or may pricing assume three with additional opportunities handled through an agreed unit rate?

ECU Response: ECU requests that vendors provide pricing for Phase IV as described in the RFP, including the development of business cases and implementation of roadmaps for the number of opportunities assumed by the vendor. Vendors should clearly identify whether their proposed pricing is based on three (3), four (4), or five (5) opportunities and describe any assumptions included in their pricing.

To support an equitable evaluation of proposals, vendors should provide a clear pricing methodology and identify any unit-rate or incremental pricing that would apply if the final number of opportunities differs from the vendor's pricing assumption. ECU reserves the right to negotiate the final scope and number of Phase IV opportunities with the selected vendor based on the outcomes of Phase III and available funding.

This approach will allow ECU to compare proposals on a consistent basis while providing vendors with flexibility to propose the most cost-effective pricing structure.

Question: 37. Section 4.2, p. 14: Does ECU have an anticipated minimum number or preferred cadence of on-campus visits, workshops, interviews, and presentations that vendors should use when developing fixed-fee pricing?

ECU Response: no

Question: 38. Section 4.5, p. 15: Section 4.5 requires three higher-education references and also requests references for other government contracts. Will the three higher-education references satisfy both requirements when the referenced institutions are public universities, or is ECU requesting additional government references?

ECU Response: The three required higher-education references may also satisfy the government contract reference requirement if the referenced institutions are public colleges or universities and the references demonstrate relevant government-sector contract experience. Additional government references are not required, provided the submitted higher-education references adequately address both requirements.

Vendors may, however, provide additional government references if they believe doing so will further demonstrate their qualifications and experience.

Question: 39. Section 5.0, p. 17: Will ECU designate a primary point of contact to coordinate the engagement and facilitate timely access to necessary data, stakeholders, and institutional resources?

ECU Response: Yes

Question 40. Section 1.1 – Contract Term, Page 6: Please confirm ECU’s desired completion date or anticipated period of performance for Phases I through IV, as the RFP specifies when work must begin but does not establish a required completion date.

ECU Response: ECU would like all phases to be completed within 180 days of executing contract.

Question 41. Section 5.1 – Specifications, Phase I: Institutional Assessment, Page 15:

Please specify the approximate number of university leadership interviews, stakeholder interviews, working sessions, and organizational units the selected firm should assume as part of the Institutional Assessment phase for staffing, scheduling, and pricing purposes.

ECU Response: I would expect at least 10 interview sessions.

Question 42. Section 5.1 – Specifications, Phase II: Identify and Assess Opportunities, Pages 15–16: Please clarify whether ECU expects a detailed assessment of every opportunity identified or an initial screening of the full opportunity set followed by detailed assessments of a defined number of higher-potential opportunities.

ECU Response: ECU expects an initial screening with a high level of information included in the full opportunity set followed by detailed assessments of a defined number of higher potential opportunities.

Question 43. Section 5.1 – Specifications, Phase IV: Business Cases and Implementation Roadmaps, Page 16: Please confirm that comprehensive business cases, five-year financial models, implementation roadmaps, and performance dashboards are required only for the three to five priority opportunities selected in Phase III.

ECU Response: Correct

Question 44. Section 5.0 – Specifications and Scope of Work, Page 15 Please specify the minimum number of on-campus visits ECU expects during the engagement and identify any required locations, meetings, workshops, or presentations that should be included in the fixed-fee proposal.

ECU Response: Expectation is that firm will engage in some in person interviews, etc. Expect a minimum of 1 on campus visit. ECU looks forward to the firm's approach to this work.

Question 45. Section 5.0 – Specifications and Scope of Work, Page 15: Please confirm which University data and documents ECU expects to make available, including financial, enrollment, program, research, auxiliary, facilities, partnership, and workforce information, and whether relevant data will be provided in an analysis-ready electronic format.

ECU Response: University can provide data (if available) based on the request of the firm.

Question 46. Section 5.1 – Specifications, Phase IV: Business Cases and Implementation Roadmaps, Page 1 : Please clarify whether the selected firm will be responsible for independently validating legal, regulatory, tax, and policy requirements or whether ECU's legal, finance, compliance, and policy representatives will review and validate those considerations.

ECU Response: The expectation is that the firm will validate any legal, regulatory, tax or policy requirements.

Question 47. Section 6.6 – Acceptance of Work, Page 18: Please specify the acceptance criteria, review period, and anticipated number of review and revision cycles for each required deliverable.

ECU Response: Deliverables will be evaluated for completeness, accuracy, and conformance with the Contract requirements, project objectives. ECU will review submitted deliverables and provide feedback as necessary. ECU generally anticipates one to two review and revision cycles for most deliverables; however, additional revisions may be required if the deliverable does not meet the Contract requirements. Deliverables will be considered accepted upon written approval by

ECU.

Question 48. Section 4.2 – Pricing, Page 12 and Attachment A: Pricing, Pages 19–20:

Please confirm whether vendors should provide one fixed fee for each phase and whether travel and on-campus engagement expenses should be included within each phase’s fixed fee or entered separately on the travel-expense line item.

ECU Response: Respondents should provide a fixed fee for each phase. The proposed pricing should represent the total cost to ECU for completing the services associated with that phase, including travel, on-campus engagement expenses, and any other costs necessary to perform the work. ECU intends to evaluate proposals based on the total cost for each phase and does not require separate pricing for routine travel or engagement expenses.

Question 49. Section 1.1 – Contract Term, Page 6 and Section 6.2 – Invoices, Page 17:

Please clarify whether invoicing and payment will be tied to completion and acceptance of each phase, monthly progress, or another milestone schedule.

ECU Response: Invoicing and payment milestones will be established during contract negotiations with the selected vendor and will be based on the proposed scope of services and project delivery approach. ECU recognizes that respondents may propose different methodologies and phase structures; therefore, payment terms may be tied to agreed-upon project milestones, phase completion and acceptance, progress-based invoicing, or another mutually agreed schedule that aligns with the services being provided.

IMPORTANT RFP ADDENDUM

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