Basic Information

Reference Number

0000296934

Issuing Organization

University of Ottawa

Owner Organization

University of Ottawa

Solicitation Type

RFSQ - Request for Supplier Qualifications - Prequalifications (Formal)

Solicitation Number

2025039

Title

CRM for Advancement (Customer Relationship Management software tool/system)

Source ID

PU.AC.ON.11752.C106362

Agreement Types

Broader Public Sector (BPS)

Canada-European Union Comprehensive Economic and Trade Agreement(CETA)

Canadian Free Trade Agreement (CFTA)

Details

Location

Canada, Ontario, Ottawa

Delivery Point

Ottawa

Purchase Type

Duration: 10 years
Option: 10 years

Description

The Request for Supplier Qualification (RFSQ) procurement process is established in order to prequailify proponents to a future Invational Request for Proposal (IRFP).

The University of Ottawa is embarking on a transformational initiative to modernize its Advancement CRM ecosystem by replacing its long-standing legacy system, which has been in use for over 25 years. As Canada’s largest bilingual university and a member of the U15 group of Canadian research-intensive institutions, uOttawa recognizes the need for a scalable, integrated, and data-intelligent CRM platform. The solution selected is expected to be in place for an extended term.

As the largest bilingual (French and English) university in the world, located in the heart of Canada’s National Capital Region, the institution requires that the proposed solution deliver a fully bilingual constituent experience in both official languages.

The Procurement lead recommends the clicking on Intent to Participate in MERX to ensure support/follow up near submission deadline.

Dates

Publication

2025/06/26 02:29:11 PM EDT

Bid Intent

Optional

Bid Intent Deadline

2025/08/14 03:00:00 PM EDT

Question Acceptance Deadline

2025/08/05 03:00:00 PM EDT

Questions are submitted online

Yes

Closing Date

2025/08/14 03:00:00 PM EDT

Contact Information

Eric Roberge

Eric.Roberge@uottawa.ca

Bronwen Gagne

bgagne2@uottawa.ca

Buyer Preferences, Guidelines & Requirements

General Requirements

- Insurance Required

Bid Submission Process

Bid Submission Type

Electronic Bid Submission

Pricing

In attached document

Bid Documents List

Item Name	Description	Mandatory	Limited to 1 file
ENVELOPE 1 - SUBMISSION INFORMATION	Mandatory Bid Submission Form (Sched. A) + Mandatory Experience and Qualifications (Sched. B5) + Mandatory References (Sched. C) + Rated Criteria Sheet (Sched. D) + Brochures/info packages	Yes	Yes
ENVELOPE 2 - RATED CRITERIA	Includes all Anonymous Rated Criteria (Sched B1-4 – completed Excel sheet)	Yes	Yes
No entries

Additional Bidding Instructions

This Request for Supplier Qualifications (“RFSQ”) requires that all Proponents submitting a proposal for this RFSQ ensure proposals submitted remain anonymous until initial shortlisting. The bid will require a 2 envelop manner of submitting. Brochures and information packages may be included but in specified envelope as prescribed in section 1.8.3 Responses to be Submitted in Prescribed Format . Ensure to review all documents and understand the RFSQ -> IRFP process. Note as well: No Financial submissions are requested at this stage of the process. Discussions on general costs will be requested from Short-Listed proponents at the CCM stage and specifics at the IRFP level for invited suppliers.

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