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 2015
7.1.1 1st Bullet
Point
Ability to store and update constituent demographic information not limited to address, seasonal address, phone numbers, emails, age, interests, activities, degree information, positions, and narrative comments
7.1.1 2nd Bullet
Point
Ability to integrate an email-calendaring solution, to automatically schedule meetings, appointments, assign tasks, set alert reminders, and save emails using Google Mail or Microsoft Outlook
7.1.1 3nd Bullet
Point
Ability to feed data from CMS to Banner Finance and Banner General as well as systems related to CPB
7.1.1 4th Bullet
Point
Ability to easily import data from external sources to add constituents/gift records
7.1.1 5th Bullet
Point
Ability to access the CRM solution remotely away from office
7.1.1 6th Bullet
Point
Integration between online forms and CMS database to feed updates following staff approval
7.1.1 7th Bullet
Ability to electronically store photos, major gift proposals, gift planning information, scanned articles, photos, and related documents
Point 7.1.2 1st Bullet
Point
Ability to post and track installment pledges, payments, payment dates and alert when payments are due
7.1.2 2nd Bullet
Point
Ability to acknowledge all donations in a timely manner with relevant responses for the specific donation type
7.1.2 3rd Bullet
Point
Ability to track all donations by donor, by original source of donor and by promotion response
7.1.2 32rd Bullet
Point
Ability to easily create online giving pages for specific campaigns
7.1.4 1st Bullet
point
Ability to track appeals, associated expenses and ability to store electronic images of appeals and all associated media
7.1.4 2nd Bullet
point
Ability to segment the file based on giving characteristics or other constituent characteristics
7.1.4 3rd Bullet
point
Easily be able to format emails, newsletters, and other correspondence with no HTML skills needed
7.1.6 1st Bullet
Point
Provide as part of the CMS, standard reports
identifying promotion statistics, donation trends, and other database activities
7.1.6 2nd Bullet
Point
Standard delivered dashboards with drill down ability, ability to provide exportable graph summary views for data analysis and presentations
7.1.6 3rd Bullet
Point
Provide reports generating ad-hoc reports,
demonstrating ease of use and flexibility of sorting, summarizing or detailing information from multiple fields
7.1.6 4th Bullet
Ability to easily create and change documents such as receipts and donor letters
7.1.6 6th Bullet
Point
Ability to query on any field in the system, including full text search, without using a third party tool
7.1.7 1st Bullet
Point
Ability for guest to RSVP Online and online RSVP’s feed into CMS without manually re-entering
7.1.7 2nd Bullet
Point
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 7.1.8
1st Bullet Point
Ability to manage, coordinate, and track alumni and supporters volunteer activities
Web Site Development 7.2.1
1st Bullet Point
Create a new home page design for www.ucmo.edu/foundation and
www.ucmo.edu/alumni 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
7.2.1 2nd Bullet
Point
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.
7.2.3 1st Bullet
Point
Ability to interface with CMS and update data in the CMS as well as from the CMS to the web site
7.2.3 2nd Bullet
Ability to easily update all parts of the website without coding experience with a ‘what you see is what you get’ interface
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
Web Site Development 7.2.1
1st Bullet Point
Create a new home page design for www.ucmo.edu/foundation and
www.ucmo.edu/alumni 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
7.2.1 2nd Bullet
Point
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.
7.2.3 1st Bullet
Point
Ability to interface with CMS and update data in the CMS as well as from the CMS to the web site
7.2.3 2nd Bullet
Point
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.
