ZotForce 2.0 Implementation Services

Overview

Data Analytics, AI & Cloud Hosting

Irvine, California, United StatesPosted about 1 month agoDeadline: April 24th, 2026

Fit Score

Settle Intelligence

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SUMMARY

RFP seeking a partner to implement ZotForce 2.0 and Salesforce Education Cloud for major-gift fundraising, data integration, AI-driven marketing, and advancement operations in higher education.

KEY REQUIREMENTS

Must be a qualified Salesforce implementation partner with deep domain expertise in Higher Education Advancement.
Must register in CalUsource to obtain RFP documents and submit bids.
Must submit an Intent to Bid.
Must provide a fixed price agreement for all services.
Must comply with UC Fair Wage/Fair Work policy.
Must maintain required insurance policies including Commercial General Liability, Business Automobile Liability, and Professional Liability.
Must comply with HIPAA and data security requirements for handling Protected Health Information.
Must provide a designated pool of technical resources for on-demand surge capacity (backfill).
Must provide a 90-day Hypercare period post-go-live.

BUDGET

Estimate

$500,000 – $1,500,000

CONTRACT DURATION

24 months

TIMELINE

RFP Release: March 31st, 2026

Bidder's Request for Information: April 10th, 2026

UCI Response to Request for Information: April 17th, 2026

Bids Due Date: April 24th, 2026

QUESTION DEADLINE

April 10th, 2026

Issuing Agency

The Regents Of The University Of California, Irvine Campus

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

This RFP seeks vendors to provide implementation services for ZotForce 2.0, focusing on the technical migration and integration of Salesforce Education Cloud for higher education advancement. The selected partner must demonstrate deep expertise in Salesforce implementations within the higher education fundraising and advancement domain, including architecting scalable data strategies, deploying innovative AI solutions, and optimizing collaboration tools.

Key responsibilities include successfully migrating all existing data and business logic to Salesforce Education Cloud, creating a unified constituent view, optimizing the user interface and experience, ensuring unified data integration, and implementing seamless data orchestration. Vendors must develop automated solutions for record matching, data verification workflows, gift processing, and constituent lifecycle management. Additionally, the RFP calls for the deployment of personalized digital engagement through AI-powered marketing, integration with Marketing Cloud, generative AI for content creation, and advanced membership management.

Other requirements include collaborative fundraising features, management of grateful patient and concierge programs, and AI-driven productivity enhancements in prospect research and analytics. The contract duration is two years, and all vendor questions must be submitted by April 10, 2026.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.