# Opportunity Activation Platform — Proposal for University

**Confidential — Bid for [University Name]**

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## 1. Executive summary

The **Opportunity Activation Platform** is a unified system for **student recruitment, applicant management, and mobiliser (recruiter) coordination**. It connects your university's programmes with community mobilisers and students in a single pipeline: **Learn → Apply → Earn**.

This proposal sets out **scope, deliverables, pricing, and implementation** for a university deployment.

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## 2. What the platform delivers

| Capability | Benefit to the university |
|------------|---------------------------|
| **Institution portal** | One dashboard: list programmes, see all applicants by programme, track stages (Applied, Admitted, Enrolled). |
| **Programme management** | Define programmes (academic, skills, digital), set capacity, track enrolled vs capacity. |
| **Applicant pipeline** | Single view of applicants with contact details, stage, and source. Drill to lead detail; update stage (e.g. Admitted, Enrolled). |
| **Mobiliser network** | Optional: onboard recruiters/ambassadors; they create campaigns and referral links. You see which mobiliser brought which applicant. |
| **Incentives (optional)** | Configurable rules (e.g. per lead, per application, per enrollment) and payout batches for mobilisers. |
| **Reports & export** | Funnel analytics, cost-per-enrollment, CSV export for council and accreditation. |
| **Automation** | Scheduled jobs: payout batches, pending-approval digests, follow-up flags, funnel snapshots. |
| **Students & institutions as users** | Students track applications; institutions (e.g. partner colleges) can be onboarded with their own dashboards. |

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## 3. Scope for university deployment

**In scope**

- Deployment of the platform (hosted or on-prem, as agreed).
- University configured as institution; programmes loaded (academic and/or skills/digital as needed).
- Institution admin accounts and training for admissions/registry staff.
- Applicant pipeline: capture from public apply form and/or mobiliser referrals; stage workflow (New → Contacted → Applied → Admitted → Enrolled).
- Reports and CSV export for internal and statutory use.
- Optional: mobiliser onboarding and incentive rules; automation (e.g. daily payout batch, digests).
- Documentation and handover.

**Out of scope (unless separately agreed)**

- Custom SIS/ERP integration (API available for future integration).
- Payment gateway for fees (platform tracks enrollment; payments can be integrated later).
- Bespoke branding beyond theme/logo.

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## 4. Pricing options for university bid

Pricing can be structured in one of the following ways (to be confirmed in contract).

### Option A — Annual licence (recommended)

| Item | Price (USD) | Notes |
|------|-------------|--------|
| Platform licence (institution portal, programmes, applicants, reports, automation) | **$12,000 / year** | Covers unlimited programmes and applicants. |
| Implementation & onboarding | **$4,000 one-time** | Data load, training, go-live. |
| **Total year 1** | **$16,000** | |
| **Recurring (year 2+)** | **$12,000 / year** | Optional support pack: +$2,400/year. |

### Option B — Per-programme tier

| Item | Price (USD) | Notes |
|------|-------------|--------|
| Base platform | **$6,000 / year** | Up to 5 programmes. |
| Additional programmes | **$1,200 / programme / year** | Beyond 5. |
| Implementation | **$4,000 one-time** | As above. |

### Option C — Pilot (3–6 months)

| Item | Price (USD) | Notes |
|------|-------------|--------|
| 6-month pilot licence | **$5,000** | Single institution, unlimited programmes/applicants. |
| Implementation | **$2,500 one-time** | Reduced scope; full onboarding available as add-on. |

*All figures exclusive of VAT/tax where applicable. Currency and payment terms (e.g. annual in advance) to be agreed in contract.*

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## 5. Implementation timeline

| Phase | Duration | Activities |
|-------|----------|------------|
| Contract & kick-off | Week 1–2 | Sign-off, access, project owner. |
| Configure & load | Week 2–3 | Institution and programmes in platform; apply form linked. |
| Training & UAT | Week 3–4 | Training for admissions/registry; acceptance testing. |
| Go-live | Week 4–5 | Soft launch; monitor and fix. |
| Handover | Week 5–6 | Documentation, support contact. |

*On-prem or custom integrations may extend timeline; to be scoped separately.*

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## 6. Why this platform

- **Single pipeline** for all recruitment channels (direct apply, mobilisers, partners).
- **Clear accountability**: which programme, which mobiliser, which stage.
- **Built for education**: academic, skills, and digital streams; capacity and enrollment tracking.
- **Automation**: reduces manual work (payouts, digests, follow-up flags).
- **Scalable**: add programmes, counties, and mobilisers without re-architecting.
- **Audit and compliance**: audit log, risk flags, export for reporting and audits.

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## 7. Next steps

1. **Confirm scope** with [University Name]: programmes, users, optional mobiliser network.
2. **Choose pricing option** (A, B, or C) and agree contract terms.
3. **Schedule kick-off** and provide access/data for implementation.
4. **Go-live** and handover within agreed timeline.

**Contact:** [Your name, email, phone]

**Document version:** 1.0  
**Date:** [Insert date]