Request for Proposals (RFP) - CRM Platform Selection

Please read our full RFP here, which includes all information and template for proposals to be sent in.

Resume isn't needed, just the Vendor Proposal.

Vendor Proposal Response Template

Vendors are encouraged to structure proposals using the outline below to facilitate consistent

evaluation.

1. Executive Summary

• Brief overview of your firm
• Summary of proposed approach
• Key benefits of your services for this project

1. Organizational Profile

• Company background and years in operation
• Size of team and relevant roles
• Experience working with nonprofit organizations (especially small/mid-sized)

1. Relevant Experience & Case Studies

• Description of 2–3 similar CRM selection projects
• Client type, scope of work, and outcomes
• References with contact information (optional but preferred)

1. Understanding of Our Needs

• Your understanding of our goals and challenges
• Key risks and opportunities you foresee
• How your approach addresses multi-payment processing, IRS reporting, website hosting,

and scalability

1. Proposed Methodology & Work Plan

• Discovery and needs assessment process
• CRM research and evaluation approach
• Demo facilitation and decision support
• Deliverables and milestones

1. Project Timeline

• Estimated duration
• Key milestones and review points

1. Pricing & Budget

• Detailed cost breakdown
• Hourly rates (if applicable)

1. Data Security & Compliance

• Confirmation of compliance with data ownership and security requirements
• Description of security practices and standards

1. Additional Value

• Any tools, templates, or post-selection support included
• Training or documentation provided

1. Assumptions & Dependencies

• Key assumptions made in the proposal
• Client responsibilities or prerequisites

1. Signature

• Authorized representative name and title
• Date