P19-061 - ADVISING REFERRAL SOLUTION

Address:
York University
Procurement Services
4700 Keele Street
Toronto, Ontario
Canada, M3J 1P3
 
Description:
York University is seeking an effective and robust advising referral solution to leverage Microsoft Dynamics CRM platform to utilize the case management features.  York University currently uses the Dynamics CRM platform (2013 on-premise) which contains information about the student and Microsoft Dynamics provides the tools for customer service/queue management which is the basis of the referral system. 

York will only consider Proposal submissions received from Proponents who have registered with MERX and have obtained the Bid Document directly from MERX (www.MERX.com) for this competitive bid.  Proposal submissions from Proponents who have not registered and obtained this Bid Document directly from MERX will be disqualified.

Tendering Website:
Proponents will find the complete RFP Documents at: https://www.merx.com/
Pricing and Payment Terms are available on the MERX website, respectively.
 
Procurement Method:
Open tender whereby all interested Proponents may submit a Proposal.
 
Estimated Quantities:
Available within the RFP Documents.
 
Submission Details:
Proponents shall submit their Proposal response at: https://yorku.bonfirehub.ca

Submission Deadline:
August 31, 2018 at 3:00:00pm EST

Public Opening:
Not Applicable.

 Conditions for Participation
 Not Applicable.

Mandatory Submission Requirements:

1. Executive Summary;
2. Qualifications and Experience;
3. Methodology;
4. Timetable/ Work Plan;
5. References;
6. Deliverables;
7. Acknowledgement; and
8. Pricing Schedule.

1. Acknowledgement;
2. Company Qualifications and Experience;
3. Methodology
4. Deliverables;
5. Additional Requirements;
6. Financial Considerations; and
7. System Demonstration/Short-list Proponent Presentation