Amendment 1.docx

SAP

State of South Carolina

Request for Proposal Amendment 1

Solicitation:

Date Issued:

Procurement Officer:

Phone:

E-Mail Address:

Mailing Address:

5400022244 12/6/2022

NAKENDRA PERRY

(803) 896-0022 nperry@mmo.sc.gov SFAA, Div. of Procurement Services, MMO PO Box 101103 Columbia SC 29211

DESCRIPTION: Enterprise Resource Planning System and all services that are necessary to implement, integrate, support, and make the System available via a Software as a Service deployment model

USING GOVERNMENTAL UNIT: Trident Technical College

SUBMIT YOUR OFFER ON-LINE AT THE FOLLOWING URL: http://www.procurement.sc.gov

SUBMIT OFFER BY (Opening Date/Time): 01/23/2023 11:00 AM, EST (See "Deadline for Submission Of Offer" provision)

QUESTIONS MUST BE RECEIVED BY: 11/17/2022 11:00 AM, EST (See "Questions from Offerors" provision)

NUMBER OF COPIES TO BE SUBMITTED: Submit online only. One (1) Electronic Technical marked "Original", One (1) Redacted Electronic Technical Copy marked "Redacted”, One (1) Electronic Price marked “Original”, and One (1) Electronic Price Copy marked “Copy” See Section II. A “DISCLOSURE OF YOUR / PROPOSAL and SUBMITTING CONFIDENTIAL DATA, Section II. B “Electronic Copies- Required Media and Format” Initial here_____ if a redacted copy is NOT necessary

CONFERENCE TYPE: Pre-Proposal

DATE & TIME: 11/16/2022 10:00 AM, EST

(As appropriate, see "Conferences - Pre-Bid/Proposal" & "Site Visit" provisions) LOCATION: Via Microsoft Teams Contact the Procurement Manager, by 11/15/2022 at 10:00 AM, EST for conference call phone number and access code, via email: nperry@mmo.sc.gov.

Procurement Manager will not provide conference call information to vendor e-mails received after 11/15/2022 at 10:00 AM, EST.

S

PAGE TWO

(RETURN PAGE TWO WITH YOUR OFFER)

Offeror must submit a signed copy of this page 2 with its Offer. By signing, Offeror agrees to be bound by the terms of the Solicitation. Offeror agrees to hold its Offer open for a minimum of two hundred seventy (270) calendar days after the Opening Date. (See “Signing each Offer” provision.) If submitting a Dual Prime Offer pursuant to the Dual Prime Operating Model as defined and permitted in this Solicitation, then the System Provider shall complete and sign this page 2 and the second prime Offeror, which is the Systems Integrator, must complete and sign page three, and submit them with the Dual Prime Offer.

NAME OF OFFEROR

(Full legal name of business submitting the offer) Any award issued will be issued to, and the contract will be formed with, the entity or entities identified as the Offeror(s). The entities named as the Offeror must be single and distinct legal entity(ies). Do not use the name of a branch office or a division of a larger entity if the branch or division is not a separate legal entity, i.e., a separate corporation, partnership, sole proprietorship, etc.

AUTHORIZED SIGNATURE

(Person must be authorized to submit binding offer to contract on behalf of Offeror.)

DATE SIGNED

TITLE

(Business title of person signing above)

STATE VENDOR NO.

(Register to Obtain S.C. Vendor No. at www.procurement.sc.gov )

PRINTED NAME

(Printed name of person signing above)

STATE OF INCORPORATION

(If you are a corporation, identify the state of incorporation.)

OFFEROR'S TYPE OF ENTITY: (Check one) (See "Signing Your Offer" provision.)

___ Sole Proprietorship ___ Partnership ___ Other_____________________________

___ Corporate entity (not tax-exempt) ___ Corporation (tax-exempt) ___ Government entity (federal, state, or local)

HOME OFFICE ADDRESS (Address for offeror's home office / principal place of business)

NOTICE ADDRESS (Address to which all procurement and contract related notices should be sent.) (See "Notice" clause)

_________________________________________________ Area Code - Number - Extension Facsimile

_________________________________________________ E-mail Address

PAYMENT ADDRESS (Address to which payments will be sent.) (See "Payment" clause)

____Payment Address same as Home Office Address ____Payment Address same as Notice Address (check only one) ORDER ADDRESS (Address to which purchase orders will be sent) (See "Purchase Orders and "Contract Documents" clauses)

____Order Address same as Home Office Address ____Order Address same as Notice Address (check only one)

ACKNOWLEDGMENT OF AMENDMENTS

Offerors acknowledges receipt of amendments by indicating amendment number and its date of issue. (See "Amendments to Solicitation" Provision)

PREFERENCES -DO NOT APPLY PER SC CONSOLIDATED PROCUREMENT CODE [11-35-1524(E)(5)]

PAGE TWO (SEP 2009)

End of PAGE TWO

PAGE THREE (ONLY TO BE USED WITH DUAL PRIME OPERATING MODELS

(RETURN PAGE THREE WITH THE OFFER ONLY IF YOU ARE SUBMITTING A DUAL PRIME OFFER)

If two Dual Prime Offerors are submitting a Dual Prime Offer pursuant to the Dual Prime Operating Model as defined and permitted in this solicitation, then the Systems Integrator Offeror must submit a completed and signed copy of this form with the Dual Prime Offer. By signing, Offeror agrees to be bound by the terms of the Solicitation and agrees to hold its Offer open for a minimum of two hundred (270) calendar days after the Opening Date. (See "Signing each Offer" provision.)

NAME OF OFFEROR

(Full legal name of business submitting the offer) Any award issued will be issued to, and the contract will be formed with, the entity or entities identified as the Offeror(s). The entity(ies) named as the offeror must be a single and distinct legal entity(ies). Do not use the name of a branch office or a division of a larger entity if the branch or division is not a separate legal entity, i.e., a separate corporation, partnership, sole proprietorship, etc.

AUTHORIZED SIGNATURE

(Person must be authorized to submit binding offer to contract on behalf of Offeror.)

DATE SIGNED

TITLE

(Business title of person signing above)

STATE VENDOR NO.

(Register to Obtain S.C. Vendor No. at www.procurement.sc.gov)

PRINTED NAME

(Printed name of person signing above)

STATE OF INCORPORATION OR ORGANIZATION

(If Offeror is a corporation, or LLC identify the state of formation)

OFFEROR'S TYPE OF ENTITY: (Check one) (See "Signing each Offer" provision.)

___ Sole Proprietorship ___ Partnership ___ Other_____________________________

___ Corporate entity (not tax-exempt) ___ Corporation (tax-exempt) ___ Government entity (federal, state, or local)

Area Code - Number - Extension Facsimile

_________________________________________________ E-mail Address

PAYMENT ADDRESS (Address to which payments will be sent.) (See "Payment" clause)

____Payment Address same as Home Office Address ____Payment Address same as Notice Address (check only one) ORDER ADDRESS (Address to which purchase orders will be sent) (See "Purchase Orders and "Contract Documents" clauses)

____Order Address same as Home Office Address ____Order Address same as Notice Address (check only one)

ACKNOWLEDGMENT OF AMENDMENTS

Offerors acknowledges receipt of amendments by indicating amendment number and its date of issue. (See "Amendments to Solicitation" Provision)

AMENDMENTS TO SOLICITATION (JAN 2004)

The Solicitation may be amended at any time prior to opening. All actual and prospective Offerors should monitor the following web site for the issuance of Amendments: www.procurement.sc.gov (b) Offerors shall acknowledge receipt of any amendment to this solicitation (1) by signing and returning the amendment, (2) by identifying the amendment number and date in the space provided for this purpose on Page Two, (3) by letter, or (4) by submitting a bid that indicates in some way that the bidder received the amendment. (c) If this solicitation is amended, then all terms and conditions which are not modified remain unchanged. [02-2A005-1]

AMENDMENTS TO SOLICIATION (JUN 2017)

The solicitation is amended as provided herein. Information or changes resulting from questions will be shown in a question-and-answer format. All questions received have been reprinted below. The “State’s response” should be read without reference to the questions. The questions are included solely to provide a cross-reference to the potential offeror that submitted the question. Questions do not form a part of the contract; the “state’s response” does. Any restatement of part or all of an existing provision of the solicitation in an answer does not modify the original provision except as follows: Underlined text is added to the original provision. Stricken text is deleted. [02-2A097-1]

The following changes are hereby incorporated to solicitation 5400022244:

PHASE II

1. Demonstration (1-100) Demonstration of capabilities and methods described in the Offeror’s written proposal to meet the needs of the College as defined in this RFP.

After the evaluation of the Phase I criterion, the three (3) highest ranked responsive Offerors with a mathematical chance of being the highest ranked Offeror (of this RFP pursuant to Phase I evaluations, with the allowable demonstration criteria points being considered) will be required to provide a demonstration of their proposed solution and will be evaluated in Phase II. The total points from Phase I and Phase II will be added to determine the highest ranked Offeror. If only one (1) Offeror is invited to demonstrate, the demonstration will be evaluated based upon a pass/fail assessment.

PHASE II-DEMONSTRATION OF PRODUCT TECHNICAL CAPABILITY

The top three (3) Offerors selected will, at no cost to the College, conduct a demonstration of their proposed solution’s technical capability. The top three (3) Offerors will conduct their demonstrations in person. However, the vendor may have some team members participate in the demo virtually. The Offeror’s on-site team must be capable of answering questions or be able to call on their specific virtual team member for answers. Trident Technical College team members will present questions to the on-site team and will not ask questions directly to Offeror’s virtual, on-screen team members. The top three (3) Offerors will demonstrate the product technical capability of their proposed course evaluation system solution for review by the evaluation panel. Offerors will demonstrate the functional and technical capabilities of their proposed solution. Offeror representative(s) who would supervise and be involved in this contract shall be available at the demonstration/review to answer questions. Offeror’s team will also be prepared to answer questions concerning their proposed implementation.

Based upon the evaluation criteria addressed above, each of the top three (3) Offerors selected in Phase I will be allowed to proceed to Phase II, Demonstration. Demonstrations will be conducted in person before the Evaluation Panel. Four-day demonstration time will be allowed for each Offeror to demonstrate the functional and technical capabilities of their proposed system. Each Offeror shall allow for questions to be asked and answered during their four-day demonstration.

The top (3) three Offerors selected to conduct a demonstration will provide, at no cost to the College, product documentation prior to the demonstration. Offerors will provide one (1) complete set of documentation consisting of the same documentation that the Offeror provides to its customers. The documentation will be returned to the Offeror upon Offeror request. The media for the product documentation is electronic media. Offerors will provide the documentation within two (2) days request by the College.

Offerors are reminded that the purpose of their Demonstration is to demonstrate only the technical and functional capabilities of their proposed solution. Offerors may not present any information not considered as part of the technical or functional capabilities during the demonstration. Only the information presented in their RFP response is allowed to be addressed; no new information is permitted to be introduced in the Demonstration phase. Evaluators may ask questions pertaining to the Offeror’s demonstration. The Offeror’s answers are restricted to statements of facts. Negotiation is not permitted at this stage in the procurement process and an Offeror may not change its proposal.

As there is a limited amount of time allotted for conducting demonstrations, all Offerors selected to participate in Phase II will be required to demonstrate how their proposed solutions achieve/complete specific scenario-based functions and tasks. A scenario-based Function and Task List will be provided to each Offeror prior to the Phase II demonstration.

The Offeror may be required to document an answer if such a written clarification is determined to be in the best interest of the State.

The in-person demonstration should be conducted in a straightforward manner to secure a clear and meaningful understanding of the Offeror’s proposed solution.

The combined sum of each Offeror’s Phase I and Phase II total scores will determine the Offeror’s Total Score. The highest ranked, will be the highest ranked Offeror, subject to validation by the Procurement Officer.

[06-6065-1]

1. General Question: Do (or will) all of the Trident campuses use the same business processes? If no, please provide details/examples.

State’s Response: Yes, all the Trident campuses use the same business process.

2. Section C: Current Technical Environment, pg 21: What data is sent to SCEIS?

State’s Response: For the data sent to SCEIS, see ‘SCEIS Integration.pdf’ attachment

3. Section C: Current Technical Environment, pg 25 Can integrations be written to:

SC New Hire SC Department of Employment and Workforce

State’s Response: SC New Hire and SC Department of Employment and Workforce systems are maintained by other state agencies. We are not aware of any integrations that can be written to them.

4. Section: Payroll, pg 48: Is Payroll processed by Trident or is it processed by the state? If by the state, what payroll information needs to be tracked by Trident?

State’s Response: Payroll is processed by Trident.

5. Section: Payroll, pg 48: Are benefits processed by Trident or by the state? If by the state, what benefit information needs to be tracked by Trident?

State’s Response: Trident processes Benefits in Colleague based on information received from a third-party (PEBA). All payroll deductions are entered and processed by Trident in Colleague.

6. General Question: There are specific functional items and counts that impact the final implementation cost and the integrator will need the opportunity to obtain this information in order to provide a final, accurate implementation cost. We would not want Trident to complete this detailed discovery unless the specific SAAS is selected. Will system integrators associated with the down selected SAAS provider have an opportunity to hold a scoping session with Trident in order to finalize scope and cost?

State’s Response: A complete cost of the final implementation to include the integrator cost must be submitted with the Business Proposal. There will be no additional scoping session held with Trident Technical College to finalize any additional scope or cost associated with this project.

7. Would you prefer to engage with a vendor who owns, maintains, and supports the middleware which connects your SIS to your Continuing Education registration platform? Continuing Education

State’s Response: See Desired Outcome on page 27 Section E titled “Desired Outcome” and non-credit desires on page 32, Section titled “Division of Education (Non Credit) desires the System include the following:”

8. Do you require a survey tool independent of course evaluations? Education/Academics

State’s Response: Survey capability is desired, not required. See page 34, Section titled “Information Technology and Planning and Accreditation desires the System include the following:”

9. Do you require a Planning and Accreditation solution? If so, where would you like us to include this information in the proposal? Education/Academics State’s Response: Planning and Accreditation solution is not required. See pages 33, Section titled “Information Technology and Planning and Accreditation desires the System include the following:” and page 52 Section titled “Reporting and Analytics.” for information the college is requesting for Planning and Accreditation.

10. Do you require an integration with Lumens? Continuing Education

State’s Response: No. Trident does not require an integration with Lumens.

11. If a vendor offers an integration with Modern Campus’s Lumens solution, is that acceptable for the continuing and ed, non-credit and workforce development? Continuing Education

State’s Response: No, a vendor offered integration with Moden Campus’s Lumens solution is not acceptable.

12. What is the anticipated number of both super users and functional users for the CRM? Enrollment, Student Services, Academic Advising

State’s Response: The number of both super users and functional users can vary depending on the functionality of the CRM and the roles of super users vs. functional users. Areas that we believe would benefit most from a CRM are Advancement, Education, HR, Admissions, Financial Aid, Registrar, and Recruiting. Assuming 1 super user and 3 functional users per area and adding in some extras, we anticipate 10 super users and 25 functional users.

13. Are you interested in implementing a live chat feature between staff and students? If so, how many live chat users from your staff do you anticipate will access the solution? Enrollment, Student Services

State’s Response: Yes, we would be interested in implementing a live chat feature between staff and students. See Section titled “User Experience” beginning on page 51, Question #17 at the top of page 52. Estimated: 5-10 users.

14. Are you interested in non-live chatbot? This chatbot performs multiple tasks, saving staff time and going well beyond simple questions and answers. This assistant answers questions and can route the conversation to a live person if needed and create follow-up help tickets. Enrollment, Student Services

State’s Response: Yes, we would be interested in a non-live chatbot. See Section titled “User Experience” beginning on page 51, Question 17 at the top of page 52.

15. How many Advancement users do you anticipate will access the solution? Development and TTC Foundation

State’s Response: TTC anticipates 9 Advancement users would access the solution.

16. How many alumni contacts do you communicate with annually? Development and TTC Foundation

State’s Response: TTC communicates with 32,000 alumni contacts annually

17. Regarding Finance/HR/Payroll, how many full access users (able to configure the system, update settings/workflows, perform accounting and finance back office tasks (AP, AR, GL, process transactions, generate financials), write reports, approve and manage budgets, and other higher level functions) do you anticipate will access the solution? Human Resources, Finance, Payroll

State’s Response: The expected number of full access users for Finance/Budget/Procurement = 23; HR = 8; Payroll = 2.

18. Regarding Finance/HR/Payroll, how many limited access users (only able to view pay stubs/W-2s, view and select benefits, update personal information (address, demographic info), submit and approve timecards and expense reports, submit budget and purchasing requests) do you anticipate will access the solution? Human Resources, Finance, Payroll

State’s Response: Finance/HR/Payroll limited access users is expected to be approximately 1,300 per year

19. Can you provide the totals for each of the following? Human Resources

a. Number of Full-Time Faculty = 247

b. Number of Part-Time Faculty = 279

c. Number of Departmental Administrators/Managers = 125

d. Number of Regular FT Employees = 601 (354 staff + 247 Faculty)

e. Number of Regular PT Employees = 396 (117 staff + 279 Adjuncts)

f. Number of Student PT Employees = Varies between 20 and 60

g. Number of W2’s (Annual) = Last year 1268 W-2s were issued

State’s Response: Recent counts above. These numbers are fluid may change over time.

Questions 1-3 provide information to build a quote or price range for the offerings and implementation services being proposed.

20. Can you please provide your student worker count for your employee count for your HR/ERP solutions (licensing count)?

State’s Response: The count for PT student workers typically varies between 20 - 60

21. Can you please provide your total full time student equivalent enrollment (FTE) (unduplicated 12 month headcount) for your SIS/Financial Aid solution (licensing count)?

State’s Response: The most recent 12-month unduplicated FTE as reported to IPEDS is for 2021-2022 is 7,833.

22. Can you please provide the total number of students receiving financial aid for your SIS/financial aid solution (licensing count).

State’s Response: In Fall 2021, some sort of financial aid was transmitted to 10,143 students.

Question 23 is to understand the implementation timeline – referred to as a “phased approach” in page 35.

23. Will Trident Technical be implementing financials and/or HR first and the SIS last?

State’s Response: The vendor will need to recommend the best implementation path for their solution.

Question 24 helps determine which solutions are in scope and which ones are not to help build a bill of materials for licensing.

24. Which of your third-party systems listed on pages 23-24 are out of scope for replacement and will require your selected vendor to replicate existing integrations? Is there an opportunity to improve upon how these integrations are working today? Please list all systems that will require integration.

State’s Response:

Unless specified in the RFP, pre-written integrations with the 3rd party system listed on pages 23-24 are not required. The college does require that the proposed solution have the ability to integrate with other systems and is requesting the integration abilities be explained.

The following are 3rd party systems the college expects to go away after converting to a SaaS ERP system:

· Augusoft Lumens

· EAB Navigate

Based on market research, the following are 3rd party systems that a SaaS ERP solution could potentially replace. If they can be replaced by the ERP, the college will consider replacing them. If not, the college would like to know if the vendor has an existing integration with not only the systems listed below but also any other systems that provide the same functionality as the below listed systems could change due to rebids.

· Jaggaer/Marketplace – eProcurement system

· SoftDocs Etrieve Document and Forms management

· Ocelot Chatbot Chatbot

· Blackbaud Raiser’s Edge

· Constant Contact

· Genoo

· SmartEvals

25. The RFP states the last day questions will be accepted is 11/17. On page 12, Questions from Offerors Modified- it states that any clarifications can be submitted in writing. Can you clarify what types of questions can be submitted after 11/17 but within the guidelines identified on page 12?

State’s Response: The last day questions will be accepted is 11/17/2022 at 11:00 AM, EST. However, if the State requires clarification based upon a prospective Offerors question, the Procurement Officer will contact the prospective Offeror to seek clarification to the question submitted.

Related to Question 23, Question 26 helps us determine if a specific timeline is required for implementation.

26. When is your current software license due for renewal?

State’s Response: We don’t have a specific timeline since that will depend on the vendor. Currently we have a perpetual license with Ellucian Colleague.

Question 27 helps us understand timing. For example, if a budget has not been approved for this project, then we understand the procurement process and selection may take a bit longer.

27. Has a budget been approved for costs for subscriptions and implementations? If so, are you able to share these expectations?

State’s Response: Project has been approved and funds are being budgeted.

Question 28 helps us understand if any change management or business processes have been done and the current state of readiness with Trident LoB/stakeholders as Trident moves forward with the RFP and selection.

28. Are there change management specialists in-house and do they have bandwidth to assist with this initiative (i.e., stakeholder and readiness assessments, communications, change champion network, training materials and delivery, and post go live sustainment strategies)?

State’s Response: No, there are not change management specialists in house.

With Security of paramount importance with highly confidential data, there may be a requirement of a password protected site outside of the RFP portal for transmission of specific documents.

29. Can security documents be sent directly to SC Procurement via email outside of the portal?

State’s Response: No, all documents associated with this RFP must be submitted through our SCEIS online portal. Documents should not be submitted with password protected features. See Clause titled, “DISCLOSURE OF YOUR PROPOSAL and SUBMITTING CONFIDENTIAL DATA (MODIFIED) page 14 of the solicitation document.

There are national and regional contract vehicles and direct contract options. Does SC or Trident have a preference for a particular contract or cooperative?

30. Are there preferred contract vehicles for the State of SC that should be referenced and/or included?

State’s Response: Trident Technical College is an agency of the state of SC and as such use SC term contracts that are competitively bid by the state’s Procurement office.

General Requirements

31. Will a vendor be eliminated if they meet a must requirement listed in the RFP?

State’s Response: Vendor will be eliminated if they do not meet a must requirement listed in the RFP.

CRM Requirements - Advise

32. How many Full-Time Advisors are a part of the Institution, and how many Faculty Advisors do you envision using the system at the start?

State’s Response: Currently, full-time advisors = 12 and faculty advisors = 244. We envision this number will change some but not much during implementation.

33. What is the communication strategy the institution is looking to deploy? Are you reviewing multiple methods of communication (email, text, chat, etc...)?

State’s Response: The college does not have a formal communication strategy. We are predominately using email. See Section titled “Information Technology and Planning and Accreditation” beginning on page 33 and question #20 on page 34 for communication requirements.

34. What are the specific goals that the institution is looking to achieve using an automated Student Success solution? What impact does that have on the institution?

State’s Response: See page 26 section D titled “Business Problem” and Section E on page 27 titled “Desired Outcome.”

35. What about your current platform is not working for your needs or not in alignment with your desired outcomes or goals?

State’s Response: See page 26, Section D titled “Business Problem” for the business problem to be solved.

36. On average how many students are supported per Advisor? What would you consider to be your ideal ratio?

State’s Response: Average is 35 students per advisor but ideal depends on the discipline, seasoned advisors vs. new advisors, it can range from 160 to 10, accordingly. There is no ideal ratio.

37. What is the expected timeline for the evaluation and a decision? Is there an expected go-live date (e.g. Spring of '22 or Fall of '23) State’s Response: The schedule for evaluation, decision and go’live will depend upon the timing of the procurement process and is unknown at this time.

CRM – Advancement Efforts

38. Please provide the approximate number of users that will use the Advancement CRM solution.

State’s Response: Approximate number of users are 9 that will use the Advancement CRM solution.

39. What is your total constituent count? (A constituent is defined as the total number of person and organization records in your advancement database regardless of status or type of record.)

State’s Response: The total number of constituents are 90,000.

40. What email system is in use for office productivity (e.g., MS Outlook, Gmail, other)?

State’s Response: Outlook, Constant Contact. See Chart on page 22.

41. What other solutions are in use by the Advancement Division and in particular supporting front-line fundraising, event management, and digital marketing (bulk email and text messaging)? Are you intending to continue using any of these or are you open to eliminating or replacing any of them as part of a new solution?

State’s Response: Other solutions in use by the Advancement Division are listed in the RFP. See Chart on page 22. We are open to eliminating/replacing them.

42. What is your estimated bulk email marketing annual message send volume?

State’s Response: Approximately 300,000 bulk email messages are sent per year.

43. What is your estimated annual SMS text/message send volume?

State’s Response: The SMS text/message send volume is approximately 35,000 text messages per year.

44. What is your estimated average annual matching gift total?

State’s Response: Estimated average annual matching gift total information is unavailable for publication.

45. What is the percentage of alumni that are engaged with the institution?

State’s Response: The College does not track the percentage of alumni that are engaged with the institution.

46. What is the current average donation/gift made by alumni?

State’s Response: The current average donation/gift made by alumni information is unavailable for publication.

47. What, if any, tele-fund platform or services do you use for phonathons, and/or are you interested in an integrated telephony solution?

State’s Response: None. See page 38 Section titled “Advancement Division Questions: for functionality we are interested in.

48. Considering your IT/Advancement Services resources, are you interested in staff-augmented assistance with developing any reports and/or dashboards that may be necessary for your go-live, and how many reports would fall into this category for assistance?

State’s Response: No, Trident is not interested in staff-augmented assistance with developing any reports and/or dashboards.

49. Are there specific metric targets identified in support of your stated goals to increase fundraising, improve PBS/NPR business functions, strengthen alumni relations, and improve collaboration throughout the university?

State’s Response: Specific metric target information is not available for publication.

50. Tell us about your flows as prospects move from the earliest point of contact through your stages to the point of including you in their planned giving –how are they unique? Describe any bottlenecks in your process or areas that you’d like to change.

State’s Response: This information is not available for publication

51. Tell us about the last major event that you ran -what challenges did you encounter?

State’s Response: The last major event run with challenges encountered information is not available for publication.

52. When your staff members are processing donations, what tasks take the most time? If they could change anything about the process, what would they change? How do gift clubs and membership programs fit into the equation?

State’s Response: Staff member processing time information is not available for publication.

53. What about your processes causes your solicitors to complain the most? What tasks are the most difficult for them to complete?

State’s Response: This information is not available for publication.

54. What causes your constituents to get frustrated with you? What do they wish they could do that they can’t?

State’s Response: Constituent frustration causes information is not available for publication.

55. What happened the last time that you tried to identify and work with potential major donors? What change do you think you could make which would have the biggest impact on your overall yield? Where would you like to enhance your capabilities around this?

State’s Response: Potential donor yield information is not available for publication.

56. What features do you like about your current system that you’d want to retain?

State’s Response: This information is not available for publication.

57. When would you want to begin implementation and be live on a new system? Do you have any driving factors that we need to be aware of from a scheduling perspective?

State’s Response: We don’t have a specific timeline since that will depend on the vendor’s recommendation for their solution

58. Please tell us about any anticipated upcoming staff, policy, or institutional changes that could impact how your area operates.

State’s Response: No changes in upcoming staff, policy, or institutional changes affecting our operation are anticipated at this time.

Finance

59. Will Trident Technical College use Touchnet for the transaction services?

State’s Response: Whether Trident will use Touchnet depends on the requirements of the selected vendor.

ALL OTHER TERMS, CONDITIONS, BIDDING INSTRUCTIONS, AND SPECIFICATIONS REMAIN UNCHANGED. IF THERE ARE ANY QUESTIONS OR IF ANY CONFUSION OR UNCERTAINTY ARISES AS A RESULT OF THIS AMENDMENT, IT IS THE SOLE RESPONSIBILITY OF THE OFFEROR TO CONTACT THE PROCUREMENT OFFICER FOR CLARIFICATION. CONTACT INFORMATION CAN BE FOUND IN THE TOP RIGHT HAND CORNER OF THE COVER PAGE OF THIS AMENDMENT. REFERENCE THE “DUTY TO INQUIRE” CLAUSE IN THE ORIGINAL REQUEST FOR PROPOSAL.

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