Request for Proposal: Salesforce Support

We will consider all responses that are sent to communications@NASTAD.org by 5:00

pm ET on September 14. Please include the name of the project, “Salesforce Support”,
in the subject line. ‘
Questions about the RFP can be emailed to communications@NASTAD.org.
PROJECT SUMMARY
NASTAD requests proposals from vendors that specialize in developing Salesforce
databases for non-profit use. We seek to use Salesforce as the central repository of our
constituent information to obtain a 360 degree view of our members and programming
while gaining efficiency in program and constituent management.
NASTAD is in need of immediate support on a few projects. After these issues have been
addressed, NASTAD hopes to enter into an ongoing support agreement with the
selected vendor.
Immediate Needs

 Updating and revising technical assistance, federal awards, and business

development tracking processes.
 Reviewing and implementing outstanding updates to Salesforce.
 Reconciling duplicates in database.
 Researching and testing apps to add additional capabilities, such as Outlook
integration, creating folders, and managing vendors.
 Researching and proposing options for email marketing systems.
 Building new reports.
 Training NASTAD staff on how to effectively use Salesforce.
Ongoing Support
 Apply updates to Salesforce as they are released.
 Trouble-shoot any bugs or errors in the system.
 Support NASTAD staff in pulling information from Salesforce.
  Help research options for how Salesforce can be used to address new issues as
they arise for the organization.
BUDGET
The budget to kick-off this project and address NASTAD’s immediate needs is $15,000.
After, NASTAD will work with the vendor to determine the organization’s ongoing
support needs and will set a monthly budget for support.
ABOUT NASTAD
NASTAD is a leading non-partisan non-profit association that represents public health
officials who administer HIV and hepatitis programs in the U.S. and around the world.
Our singular mission is to end the intersecting epidemics of HIV, viral hepatitis, and
related conditions. We do this work by strengthening domestic and global governmental
public health through advocacy, capacity building, and social justice.
PROJECTED TIMELINE
September 2018 – September 2019
 September 4: Release of RFP
 September 14: Proposals due
 September 17 – 19: Interviews
 September 20: Notification
 September – December 2018: Project kickoff, work on immediate needs
 January – September 2019: Ongoing support
THE INFORMATION WE NEED
For consideration, please provide:
1. Company/Freelancer name
2. Contact information
3. Brief description of your experience
4. Description of approach to working with non-profits who are using Salesforce
5. Description of your availability
6. Description of your pricing model and breakdown of your fees by role
7. Does your company have a special certification (minority, women, veteran-
owned, and/or small business)?
8. Two to three references or case studies
SELECTION CRITERIA
The following will be key factors in our decision-making process:
 Demonstrated commitment to exceptional customer service and responding to
client requests in a timely fashion.
 Experience working with non-profit organizations, especially organizations
focused on sensitive public health challenges such as HIV and key populations
such as gay and bisexual men and Black communities.
 Price that is commensurate with the value offered by the firm/individual and
ability to work within a budget.
 Potential for a long-term partnership; not just a one-time engagement.
 Candidate has successfully completed similar projects and has the qualifications
necessary to undertake this project.
 Responses are presented in a clear, organized, and logical manner.

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