CRM Consultant

About this position

Request for Proposals for a CRM Consultant
August 2019

Project Overview

G(irls)20 is seeking a qualified independent consulting firm for the purposes of identifying and building a CRM system for G(irls)20.  We are looking for a partner with experience working with small not-for-profit-organizations. This role will require a vendor who demonstrates an understanding of how the right platform can support an organization’s advocacy and fundraising needs. A proposal should include a project budget, timeline and action items. G(irls)20 is not seeking to build our own platform. 

Programming, Events & Advocacy

Our Global Summit project has operated since 2010. We have achieved progress by getting key G20 stakeholders into the room with our young women. (E.g.: in December 2017, G(irls)20 participants had a special roundtable with Canada’s G7 Sherpa). G(irls)20 has also pushed internationally; in 2014 and 2018, the result of our advocacy was reflected in the G20 Leaders’ Communiqués. In terms of on-the-ground impact, of our 200 alumni, approximately 80 have launched their own social initiatives which are through our leadership programming. 

With the support of Status of Women Canada, G(irls)20 launched Girls on Boards in 2017. This project, offered nationally to women aged 18-25, provides participants the skills (governance training and GBA+ training), networks (coaches, mentors and peer networks) and opportunities (a 1-year placement on a community governance board) to influence decision-making spaces. 

G(irls)20 is regularly asked to send delegations of program participants to larger events, including Women’s Forum for the Economy and Women Political Leaders Summit. In the past two years, G(irls)20 has been asked to join relevant advisory councils, including: W20, UN Women We Empower Program, SWC's GBA+ Roundtable Advisory Committee. 


Scaling up

In 2019 G(irls)20 has been awarded a four-year grant by the Department for Women and Gender Equality for capacity-building activities, that is to invest in the opportunities that will enable G(irls)20 to scale and work towards greater sustainability. Building the CRM is the first step in a four-year strategy to: 
 

1. Develop and launch an advocacy strategy targeting government and corporate sector policies
2. Pursue diversified fundraising strategy with launch of social enterprise

Contract Objectives
In order to build the capacity of our organization, we believe it’s vital to build strong infrastructure to enable digital organizing and build relationship/engage with a diverse range of stakeholders. This this end, the goals of this project should include: 
 

• Meeting with G(irls)20 team (Senior Program Manager and Senior Manager, Fund Development and Operations to understand our organization’s unique needs 
• Providing an overview of CRM product options
• Upon G(irls)20’s selection of the most appropriate product, building and personalizing the product (including: data entry, streamlined to website, etc.) 
• Providing a training session for G(irls)20 team 
• Working with G(irls)20 team to build and test a fundraising and an advocacy campaign 

Intellectual Property

Ownership and copyright of all data, drafts and final products will be the sole and exclusive property of G(irls)20, subject to its contractual agreements with Department for Women and Gender Equality.

Proposal Requirements

Firm Information
Provide firm’s name, address, website URL and telephone number. Include name, title and e-mail address of the individual who will serve as firm’s primary contact. Include a brief description and history of your firm. 

Experience and References
Proposals should include a list of 3-5 references for similar projects that your firm has completed. Please indicate organizations that are similar in size or mandate to G(irls)20. 

Project Approach
Please explain your project approach, style and process. We welcome additions to the contract objectives outlined above. 

Schedule and Timeline
Proposals should include the proposed work schedule, timeline and deliverables resulting from the feasibility study. The contract is expected to begin in October 2019and should ideally be completed by December 15, 2019.

Budget
Total fees and expenses: Up to $8,000 CAD is assigned for all work associated with the contract (excludes costs associated with software/products purchased). The vendor should develop a budget for completing the evaluation as outlined in this RFP by clearly allocating expenses and daily rate.

Provide Biographies of Key Staff
Please include a summary of experience of all key staff.

Key Dates
The preliminary schedule is as follows: 

Proposals Due – September 20, 2019
Interviews Conducted – September 26-27, 2019
Contract signed & Payment #1 (20%) – October 1, 2019
Preliminary meeting with G(irls)20 staff – October 1, 2019
Milestone #1: CRM product selected and built – October 30, 2019 
Payment #2 (30%) – October 30, 2019 or when Milestone #1 completed
Milestone #2: Staff training on CRM product – November 15, 2019 
Milestone #3: 1 advocacy campaign + 1 fundraising campaign strategies developed for implementation in December/January – December 15, 2019 
Occasional ongoing staff support – January-March, 2020
 

About us

About G(irls)20
Launched in 2009 at the Clinton Global Initiative, G(irls)20 places young women at the centre of decision-making processes. Through our signature programs, Global Summit and Girls on Boards, we make strategic investments in young women through education and training, building networks,
and access to unparalleled opportunities. While advocating for change at the global level through the annual G(irls)20 Global Summit, we are invested in changing the status quo for women at decision-making tables in communities across Canada by placing young women on boards.
G(irls)20 is a registered Canadian charity located in Toronto, Ontario.

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