LRPS-OSR-2014-9110817
F2F Fundraising and/or Donor Management Services
TECHNICAL PROPOSAL FORM – RESPONSE FORMAT
(DONOR MANAGEMENT AND RETENTION)
The technical proposal of the bidders should contain the following minimum information. Bidders are free
to provide, any other information that they deem fit and relevant in support of their bid.
A – Overall response and organization
1. Bidder’s Corporate Profile
- Details of history, scope of services, management structure and organization, strengths and
weaknesses assessment of the organization, infrastructure and resources available to deliver
the project.
- The registered name of the office for each respective country the contractor is bidding for,
with company registration document (s).
- The financial statement in the past 2-years, to ensure that the company is financial viable to
run the project.
2. Description of approach, methodology and work plan to undertake the assignment
- Comments to demonstrate comprehension and appreciation of the objectives.
- The proposed methodology/strategy/technical specification for completion of the work as
detailed in the Terms of Reference.
- Proposals should show the proposed donor management and retention programme indicating
number of communication pieces per year and by channels of communication e.g. mail, email,
telephone etc. Proposal should also indicate process of saving donors i.e. dealing with missed
donations, upgrading and reactivation. (NB. It is important for bidders so show this in some
detail as bid to be evaluated in reference to end product and financial proposal.)
- The attrition projection across 2 years for each specified country the contractor is bidding for.
- Information as to delivery schedules, work flow and timelines for executing various tasks.
- Measures to ensure security and confidentiality of donor’s personal database and financial
data as per industrial best practice standards.
- Business contingency plan.
3. The proposed team who will complete the work, including leader, members, experience
and capability.
- CVs of the key staff assigned to the project should be included, together with roles,
responsibilities and reporting lines of all staff as well as those expected from UNICEF.
* Please note that in additional to the TECHNICAL PROPOSAL FORM, the Technical
Proposal envelope shall contain the following documentation:
a) Bidder registration/incorporation documents;
b) Audited financial statements for the past two years;
c) Any other technical information that is relevant to the requirement.
LRPS-OSR-2014-9110817
F2F Fundraising and/or Donor Management Services
B – Bidder’s Experience and Expertise
(Using the format below, provide information on each assignment for which your firm, and each associate
for this assignment, was legally contracted either individually as a corporate entity or as one of the major
companies within as association, for carrying out consulting services similar to the ones requested under
this assignment.)
Experience
a)
Outstanding clients
In this section, list maximum 10 names of the top clients for whom the contractor has undertaken
assignments
Name of Client
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
Scope of work assignment
LRPS-OSR-2014-9110817
F2F Fundraising and/or Donor Management Services
b)
List of sample project undertaken during the last 3 years
Out of the above list, provide information of 3-5 assignments for which your company and your
company’s personnel were legally contracted during the last 3 years either individually as a corporate
entity or as one of the major companies within an association, for carrying out services similar to the ones
requested under this assignment. You can provide additional information in your own format.
Overall experience of the bidder. Experience with UNICEF, other UN Agencies, Government, other
bilateral and multi-lateral development agencies and international NGOs should be included.
Project # 1
Name of Client:
Assignment name:
Duration of assignment (months):
Start date (month/year):
End date (month/year):
Approx. value of the contract (in THB):
Total number of staff of the assignment:
Narrative description of Project and results:
Project # 2
Name of Client:
Assignment name:
Duration of assignment (months):
Start date (month/year):
End date (month/year):
Approx. value of the contract (in THB):
Total number of staff of the assignment:
Narrative description of Project and results:
Project # 3
Name of Client:
Assignment name:
Duration of assignment (months):
LRPS-OSR-2014-9110817
F2F Fundraising and/or Donor Management Services
Start date (month/year):
End date (month/year):
Approx. value of the contract (in THB):
Total number of staff of the assignment:
Narrative description of Project and results:
Project # 4
Name of Client:
Assignment name:
Duration of assignment (months):
Start date (month/year):
End date (month/year):
Approx. value of the contract (in THB):
Total number of staff of the assignment:
Narrative description of Project and results:
Project # 5
Name of Client:
Assignment name:
Duration of assignment (months):
Start date (month/year):
End date (month/year):
Approx. value of the contract (in THB):
Narrative description of Project and results:
Total number of staff of the assignment: