RFP #9655 Constituent Management Solution and Website Development

Transcription

1 RFP #9655 Constituent Management Solution and Website Development Section 6. MINIMUM REQUIREMENTS to be completed and returned with your technical proposal. Failure to complete and return with your technical proposal may result in your proposal being considered non-responsive. Section Description Will Comply Constituent Management Solution Introduction One Company that can provide a hosted CMS solution web site design that will interface between CMS solution web page and user friendly reports and queries with implementation for both CMS and web site by August nd Bullet 4th Bullet 5th Bullet 6th Bullet 7th Bullet Ability to store and update constituent demographic information not limited to address, seasonal address, phone numbers, s, age, interests, activities, degree information, positions, and narrative comments Ability to integrate an -calendaring solution, to automatically schedule meetings, apments, assign tasks, set alert reminders, and save s using Google Mail or Microsoft Outlook Ability to feed data from CMS to Banner Finance and Banner General as well as systems related to CPB Ability to easily import data from external sources to add constituents/gift records Ability to access the CRM solution remotely away from office Integration between online forms and CMS database to feed updates following staff approval Ability to electronically store photos, major gift proposals, gift planning information, scanned articles, photos, and related documents

2 1st Bullet 32rd Bullet Ability to post and track installment pledges, payments, payment dates and alert when payments are due Ability to acknowledge all donations in a timely manner with relevant responses for the specific donation type Ability to track all donations by donor, by original source of donor and by promotion response Ability to easily create online giving pages for specific campaigns Ability to track appeals, associated expenses and ability to store electronic images of appeals and all associated media Ability to segment the file based on giving characteristics or other constituent characteristics Easily be able to format s, newsletters, and other correspondence with no HTML skills needed Provide as part of the CMS, standard reports identifying promotion statistics, donation trends, and other database activities Standard delivered dashboards with drill down ability, ability to provide exportable graph summary views for data analysis and presentations Provide reports generating ad-hoc reports, demonstrating ease of use and flexibility of sorting, summarizing or detailing information from multiple fields

3 4 th Bullet 6 th Bullet Ability to easily create and change documents such as receipts and donor letters Ability to query on any field in the system, including full text search, without using a third party tool Ability for guest to RSVP Online and online RSVP s feed into CMS without manually re-entering Ability to create event in CMS system and set date that it will publish on web site for online RSVP and set date that RSVP will no longer be available Ability to manage, coordinate, and track alumni and supporters volunteer activities Web Site Development Create a new home page design for and that both organization s graphic identity and brand strategy, major print publications and current integrated marketing efforts as well as utilizes best industry practices for marketing through the Web especially as it relates to mobile applications Utilize responsive (same look across all applications) design on all pages - Website able to be reached and look the same for a consistent experience regardless of platform user is accessing it with: Smartphone, Tablet, Laptop, Desktop, Etc. Ability to interface with CMS and update data in the CMS as well as from the CMS to the web site Ability to easily update all parts of the website without coding experience with a what you see is what you get interface

4 Other Deliverables 8.2 Experience working with other public institutions of higher education, experience in not for profit organizations, and experience working with PBS television stations

5 Web Site Development Create a new home page design for and that both organization s graphic identity and brand strategy, major print publications and current integrated marketing efforts as well as utilizes best industry practices for marketing through the Web especially as it relates to mobile applications Utilize responsive (same look across all applications) design on all pages - Website able to be reached and look the same for a consistent experience regardless of platform user is accessing it with: Smartphone, Tablet, Laptop, Desktop, Etc. Ability to interface with CMS and update data in the CMS as well as from the CMS to the web site Ability to easily update all parts of the website Other Deliverables 8.2 Experience working with other public institutions of higher education, experience in not for profit organizations, and experience working with PBS television stations.