ESBD_553272_1787603160519_Submission Instructions - 721-27004.pdf

PDF 160 KB Posted

Attached to
Direct Marketing & Membership Campaign Management Services
Solicitation number
721-27004
Issued by
Texas

About this file

This submission instructions document pertains to a Request for Proposal (RFP) issued by the University of Texas at Austin for Direct Marketing and Membership Campaign Management Services. The University seeks qualified suppliers to provide direct marketing, membership marketing, donor acquisition, fundraising support, membership retention, constituent engagement, and campaign management services. The RFP is classified under NIGP commodity codes 915 (Communications and Media Related Services), 91522 (Communications Marketing Services), and 91559 (Mail Services, Express). The question period runs from August 24, 2026 at 2:00 PM CDT through August 31, 2026 at 2:30 PM CDT, with proposals due by September 24, 2026 at 2:30 PM CDT. All submissions must be uploaded to the Bonfire procurement portal at https://utexas.bonfirehub.com/opportunities/246564. The University reserves the right to make multiple awards under this RFP.

Respondents must meet four minimum requirements: at least five years of experience providing comparable services; successful performance on at least three comparable client engagements within the past five years; demonstrated campaign and production capabilities including strategic planning, creative development, audience segmentation, direct mail production, campaign execution, reporting, and analytics; and the ability to securely receive, store, transmit, process, and dispose of confidential information. Pricing submissions include three required bid tables for fixed campaign fees by volume range, other fixed fees and rates, and pricing scenarios, along with renewal pricing. Respondents must provide a price list, sample reporting deliverables, data security program documentation, qualifications and abilities documentation, quality of proposed services, staffing resources information, company and financial information, and a signed Execution of Offer form. Proposals exceeding five million dollars ($5,000,000) require approval by the Board of Regents. Respondents must acknowledge acceptance of all terms and conditions or submit a red-lined version with detailed exceptions. A subcontracting plan and addenda acknowledgement form are also required. The maximum file upload size is 1000 MB, with text field responses limited to 2000 characters.

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Submission Instructions for Suppliers Please follow these instructions to submit via our Public Portal.

1. Prepare your submission materials:

Requested Information

Name Type Requirem ent Instructions

Description of Discounts Offered Data Type: Text Required

File Upload of Discounts File Type: PDF (.pdf) Optional

Approval by Board of Regents: No agreement resulting from this RFP will be effective for amounts exceeding five million dollars ($5,000,000) until approved by the Board of Regents of The University of Texas System. Respondent to review and respond.

Data Type: Yes/No Required

Multiple Awards: University reserves the right to make multiple awards against this RFP. Respondent to review and respond.

Data Type: Yes/No Required

Fixed Campaign Fees by Volume Range - BidTable A (BT-18CK) BidTable: Datatable Required

You will need to complete the BidTable online in the browser. The BidTable can be filled any time during your submission.

Please note that BidTables may take a significant amount of time to prepare.

Other Fixed Fees and Rates - Bid Table B (BT- 18HP) BidTable: Datatable Required

You will need to complete the BidTable online in the browser. The BidTable can be filled any time

Name Type Requirem ent Instructions take a significant amount of time to prepare.

Pricing Scenarios - Bid Table C (BT-49BE) BidTable: Datatable Required

You will need to complete the BidTable online in the browser. The BidTable can be filled any time take a significant amount of time to prepare.

Price List and Description of Additional/Related Services File Type: PDF (.pdf) Required

[MINIMUM REQUIREMENT 1]: Organizational Experience: Respondent must have a minimum of five (5) years of experience providing direct marketing, membership marketing, donor acquisition, fundraising support, membership retention, constituent engagement, and campaign management services of similar scope and complexity. Respondent to upload the required evidence to support the requirement.

File Type: PDF (.pdf) Required

[MINIMUM REQUIREMENT 2]: Relevant Experience: Respondent must demonstrate successful performance on at least three (3) comparable client engagements completed within the past five (5) years. Respondent to upload the required evidence to support the requirement.

File Type: PDF (.pdf) Required

[MINIMUM REQUIREMENT 3]: Campaign and Production Capabilities: Respondent must demonstrate the ability to provide strategic planning, creative development, audience segmentation, direct mail production management, campaign execution, reporting, analytics, and project management

File Type: PDF (.pdf) Required services. Respondent to upload the required evidence to support the requirement.

[MINIMUM REQUIREMENT 4]: Data Security:

Respondent must demonstrate the ability to securely receive, store, transmit, process, and dispose of confidential constituent, donor, membership, and University information. Respondent to upload the required evidence to support the requirement.

File Type: PDF (.pdf) Required

By signing the Execution of Offer (APPENDIX ONE), Proposer agrees to comply with Certificate of Interested Parties laws (ref. §2252.908, Government Code) and 1 TAC §§46.1 through 46.5) as implemented by the Texas Ethics Commission (TEC), including, among other things, providing TEC and University with information required on the form promulgated by TEC and set forth in ATTACHMENT EIGHT. Proposer may learn more about these disclosure requirements, including applicable exceptions and use of the TEC electronic filing system, by reviewing §2252.908, Government Code, and information on the TEC website at https://www.ethics.state.tx.us/resources/FAQs/FAQ_ Form1295.php.

Data Type: Text Optional

Sample Reporting: Provide examples of campaign performance reports, dashboards, executive summaries, or similar deliverables.

File Type: PDF (.pdf) Required

Data Security Program: Describe information security controls, privacy practices, and data protection procedures.

File Type: PDF (.pdf) Required

Respondent's Cover Letter File Type: PDF (.pdf) Required

Prompt Payment Discount Data Type:

Percentage Required

Please indicate that you will accept payment under the SUA Program. Data Type: Yes/No Required

Response: Qualifications, Abilities, and Reputation

File Type: Any (.csv, .pdf, .xls, .xlsx, .ppt, .pptx, .bmp, .gif, .jpeg, .jpg, .jpe, .png, .tiff, .tif, .txt, .text, .rtf, .doc, .docx, .dot, .dotx, Required https://www.ethics.state.tx.us/resources/FAQs/FAQ_Form1295.php https://www.ethics.state.tx.us/resources/FAQs/FAQ_Form1295.php

.word, .dwg, .dwf, .dxf, .mp3, .wav, .avi, .mov, .mp4, .mpeg, .wmv, .zip)

Cooperative Contract Name, Contract Number, and Contract Term (If applicable) Data Type: Text Required

Cooperative Contract Website Link Data Type: Text Optional

Response: Quality of Proposed Services

File Type: Any (.csv, .pdf, .xls, .xlsx, .ppt, .pptx, .bmp, .gif, .jpeg, .jpg, .jpe, .png, .tiff, .tif, .txt, .text, .rtf, .doc, .docx, .dot, .dotx, .word, .dwg, .dwf, .dxf, .mp3, .wav, .avi, .mov, .mp4, .mpeg, .wmv, .zip)

Required

Execution & Upload of Proposal Schedule File Type: PDF (.pdf) Required

Response: Ability to Meet University’s Needs

File Type: Any (.csv, .pdf, .xls, .xlsx, .ppt, .pptx, .bmp, .gif, .jpeg, .jpg, .jpe, .png, .tiff, .tif, .txt, .text, .rtf, .doc, .docx, .dot, .dotx, .word, .dwg, .dwf, .dxf, .mp3, .wav, .avi, .mov, .mp4, .mpeg, .wmv, .zip)

Required

Response: Staffing Resources and Past Business Relationship Strength with the University

File Type: Any (.csv, .pdf, .xls, .xlsx, .ppt, .pptx, .bmp, .gif, .jpeg, .jpg, .jpe, .png, .tiff, .tif, .txt, .text, .rtf, .doc, .docx, .dot, .dotx, .word, .dwg, .dwf, .dxf, .mp3, .wav, .avi, .mov, .mp4, .mpeg, .wmv, .zip)

Required

Response: Company and Financial Information File Type: Any (.csv, .pdf, .xls, .xlsx, .ppt, .pptx, .bmp, .gif, .jpeg, .jpg, .jpe, .png, .tiff, Required

.tif, .txt, .text, .rtf, .doc, .docx, .dot, .dotx, .word, .dwg, .dwf, .dxf, .mp3, .wav, .avi, .mov, .mp4, .mpeg, .wmv, .zip)

Renewal Pricing File Type: PDF (.pdf) Required

Does Respondent accept all terms and conditions in the solicitation and Attachment Two without exceptions?

Data Type: Yes/No Required

If Proposer takes exception to any terms or conditions set forth in the Agreement (ref.

Attachment Two), Proposer must submit a red-lined version of Attachment Two and a detailed list of reasons for the exceptions as part of its proposal. (If applicable.)

File Type: PDF (.pdf) Optional

Subcontracting Plan Form File Type: PDF (.pdf) Required

Execution of Offer Form File Type: PDF (.pdf) Required

Addenda Acknowledgement Form File Type: PDF (.pdf) Required

Commodity Codes

Commodity Set Commodity Code Title Description

NIGP 915

Communications And Media Related Services

NIGP 91522 Communications Marketing Services

NIGP 91559 Mail Services, Express

Requested Documents:

Please note the type and number of files allowed. The maximum upload file size is 1000 MB.

Please do not embed any documents within your uploaded files, as they will not be accessible or evaluated.

Requested Data:

Please note that text fields have a limit of 2000 characters. We recommend you prepare your responses in advance to ensure they fit within the length restrictions. Learn more about Requested Data at the Euna Procurement Help Center.

Requested BidTables:

You will need to complete the BidTable online in the browser. The BidTable can be filled any time during your submission. Please note that BidTables may take a significant amount of time to prepare.

2. Upload your submission at:

https://utexas.bonfirehub.com/opportunities/246564

The Question period for this opportunity starts Aug 24, 2026 2:00 PM CDT. The Question period for this opportunity ends Aug 31, 2026 2:30 PM CDT. You will not be able to send messages after this time.

Your submission must be uploaded, submitted, and finalized prior to the Closing Time of Sep 24, 2026 2:30 PM CDT. We strongly recommend that you give yourself sufficient time and at least ONE (1) day before Closing Time to begin the uploading process and to finalize your

Important Notes:

Each item of Requested Information will only be visible after the Closing Time.

Uploading large documents may take significant time, depending on the size of the file(s) and your Internet connection speed.

You will receive an email confirmation receipt with a unique confirmation number once you finalize your submission.

Minimum system requirements: Microsoft Edge, Google Chrome, or Mozilla Firefox.

Javascript must be enabled. Browser cookies must be enabled.

https://procurement-help.eunasolutions.com/hc/en-us/articles/48878569291411-What-s-a-Data-Field-or-Slot https://utexas.bonfirehub.com/opportunities/246564

Need Help?

University of Texas at Austin uses a Euna Procurement portal for accepting and evaluating proposals digitally. Please contact Euna Procurement at support.procurement@eunasolutions.com for technical questions related to your submission. You can also visit their help forum at https://procurement-help.eunasolutions.com/hc/en-us mailto:support.procurement@eunasolutions.com https://procurement-help.eunasolutions.com/hc/en-us https://procurement-help.eunasolutions.com/hc/en-us

File details come from the government source that posted it. Updated .