Consulting Services

The vendor is required to provide consulting services in fundraising on behalf of the university to ensure prospective research, board development, moves management, and stewardship.
• A clearly defined approach, methodology, and work plan for the proposed service areas outlined
• Examples of previous work history, including relevant case studies that demonstrate the respondent’s experience and proven success in similar consulting services with other universities or public entities. 
• Biographies and resumes of qualifications of key personnel who will be directly involved with the resulting contract, emphasizing their relevant expertise and experience. 
• A detailed project plan outlining key milestone, deliverables, and the expected completion date for each component. 
• A comprehensive breakdown of projected costs associated with the proposed services.
- Technical specification requirements
1. Prospect research
• Conduct extensive and thorough research to identify potential donors and funding sources aligned with agency mission and goals.
• Analyze donor data to provide actionable insights and strategic recommendations for targeted fundraising efforts.
• Create and maintain comprehensive donor profiles and a robust database of prospective donors to ensure effective tracking and engagement.
2. Board development
• Design and deliver training and professional development programs for current and newly appointed board members to enhance their governance and leadership capabilities.
• Facilitate board retreats and strategic planning sessions aimed at aligning board activities with the
university's long-term goals and strategic vision.
3. Moves management
• Provide recommendations for the development and implementation of an effective moves management system to systematically track and manage donor interactions and engagement throughout the donor lifecycle.
• Provide expert guidance on cultivation and stewardship strategies to strengthen and advance donor
relationships.
• Develop and analyze donor engagement metrics.
• Generate comprehensive reports to inform, implement and optimize future fundraising initiatives.
4. Stewardship
• Provide recommendations for the development and implementation of a comprehensive donor stewardship plan that fosters long-term engagement and philanthropic investment.
• Design strategies to enhance donor recognition programs, including naming opportunities, impact reports, and exclusive donor engagement events.
• Provide best practices guidelines for continuous donor engagement and relationship building through personalized stewardship initiatives.
5. Philanthropy task force
• Assist university leadership in full deployment of a philanthropy taskforce comprising university leadership, advancement professionals, and key stakeholders to oversee and guide strategic fundraising efforts.
• Conduct training sessions for university leadership and advancement staff to strengthen donor-centric
approaches and enhance fundraising effectiveness.
6. Feasibility study for a comprehensive campaign
• Conduct a thorough feasibility study to assess agency readiness for a comprehensive fundraising campaign.
• Engage key stakeholders, including university leadership, faculty, alumni, corporate partners, and major donors, to obtain feedback and to gauge philanthropic interest and capacity.
• Identify potential fundraising priorities, campaign goals, and key messaging strategies based on institutional needs and donor feedback.
• Provide benchmarking analysis and industry best practices to inform campaign planning and execution.
• Develop and provide a detailed report on the feasibility study results, and with strategic recommendations, timeline considerations, and projected outcomes to guide agency campaign planning process.
7. Strategic plan development
• Define the mission and vision for the division of advancement and align it with the university's mission and vision for the journey to eminence ten (10) year strategic plan: clarify the purpose and long-term goals of the organization.
• Conduct a swot analysis (i.e., evaluate strengths, weaknesses, opportunities, and threats) to
understand the current position of the university.
• Engage stakeholders: involve key participants in discussions to gather insights and foster buy-in.
• Set strategic objectives: identify specific, measurable goals that align with the mission and vision.
• Develop action plans: outline detailed steps and initiatives needed to achieve the strategic objectives.
• Allocate resources: determine the necessary budget, personnel, and tools required for implementation.
• Establish a timeline: create a schedule with milestones to track progress and ensure timely completion.
• Monitor and evaluate: implement mechanisms to review progress, assess outcomes, and adjust plans as needed.
• Communicate the plan: share the strategic plan with all stakeholders to ensure understanding and commitment.
- Contract Period/Term: 1 year
- Questions/Inquires Deadline: July 8, 2025