Direct Marketing Fundraising & Other Related Services

19 May 2023 Direct Marketing Fundraising & Other Related Services Request for Proposal for Direct Marketing Fundraising & Other Related Services. 19 May 2023 Released 4/27/2023 12:00 AM CDT Type Request for Proposal Open 4/27/2023 4:30 PM CDT Number AIS-ADM-01351-RFP Close 5/30/2023 4:00 PM CDT Currency US Dollar Sealed Until 5/30/2023 4:00 PM CDT 19 May 2023 Contacts Mirza Javed MAJaved@mdanderson.org Phone +1 713-563-5358 19 May 2023 Commodity Codes Commodity Code Description 84100000 Development finance 70171500 Development 80111621 Temporary research and development services 80141611 Product or gift personalization services 84101500 Development assistance 93141500 Social development and services 19 May 202319 May 202319 May 202319 May 202319 May 202319 May 202319 May 202319 May 2023 mailto:MAJaved@mdanderson.org Scope of Work The University of Texas M.D. Anderson

Cancer Center (MDACC) requests proposals from qualified and experienced firms to provide Direct Marketing Fundraising & Other Related Services. Pre-submittal Conference A Pre-Submittal Conference will be held on May 5, 2023 at 11:00 AM (CST). Attendance at this meeting is highly recommended, but not required. An RSVP is not required to attend. Conference Call Information Phone one-tap: US: +13462487799,,84968308106#,,,,0#,,737122# or +12532158782,,84968308106#,,,,0#,,737122# Meeting URL: https://mdacc.zoom.us/j/84968308106?pwd=ayt5aEg4Z3JzVE4reDZMQjNHek1Ddz09 Meeting ID: 849 6830 8106 Password: 737122 Join by Telephone For higher quality, dial a number based on your current location. Dial: US: +1 346 248 7799 or +1 253 215 8782 or +1 669 900 6833 or +1 312 626 6799 or +1 929 205 6099 or +1 301 715 8592 or 877 853 5257 (Toll Free) or 888 475 4499 (Toll Free) Meeting ID: 849 6830 8106 Password: 737122 Description https://mdacc.zoom.us/j/84968308106?pwd=ayt5aEg4Z3JzVE4reDZMQjNHek1Ddz09 Required to View Event Prerequisites Required to Enter Bid There are no Prerequisites added to this event. 19 May 202319 May 202319 May 202319 May 202319 May 202319 May 202319 May 2023 Buyer Attachments There are no Buyer Attachments added to this event. 19 May 202319 May 202319 May 202319 May 202319 May 202319 May 2023 Questions Required Questions Group 1.1: About MD Anderson Instructions: 1.1.1 To read more "About MD Anderson" please visit the following link:https://www.mdanderson.org/about-md-anderson.html Group 1.2: Facts and History Instructions: 1.2.1 To read about MD Anderson's "Facts and History" please visit the following link:https://www.mdanderson.org/about-md-anderson/facts-history.html Group 1.3: Request for Proposal (RFP) Instructions: 1.3.1 MD Anderson is soliciting Proposals ("Proposals") for the selection of a Supplier(s) for the RFP in accordance with the terms, conditions, and requirements set forth. This RFP provides the information necessary to prepare and submit a Proposal for consideration and ranking by MD Anderson and under the Texas Education Code. 1.3.2 As you navigate the RFP, please ensure that you continue to SAVE all answers by clicking the "Save Progress" button as you navigate through the event. Group 2.1: Addendums Instructions: 2.1.1 This page contains all new information about the RFP after the published date. If there are any changes to the RFP, it will be documented in this section (Addendum). If you receive an e-mail, or an online notification, with the subject "The Sourcing Event is Amended", please visit this page/section for any changes to the event. 2.1.2 Information presented at the Pre-submittal Conference presentation will be posted in this section after the meeting. 2.1.3 Please see Pre-Submittal conference presentation attached 2.1.4 1. Change in date for publishing of responses to vendor questions. 2. Change in RFP close date. 3. Added supplemental information to support appropriate response to Direct Mail Production, Fee Schedule section. 2.1.5 Please acknowledge receipt of Direct Marketing Fundraising & Other Related Services RFP Questions and Answers document. Group 3.1: Instructions: 3.1.1 1) Please download and review the attached RFP Evaluation Methodology. 2) After reviewing the RFP Evaluation Methodology, please acknowledge that it has been read. Group 4.1: Scope of Work Instructions: 4.1.1 1) Please download and review the attached Scope of Work (SOW). 2) After reviewing the SOW, please acknowledge that it has been read. 4.1.2 Please download and review the attached supplemental information for completion of Direct Mail Production, Fee Schedule section. After review the supplemental information, please acknowledge that it has been read. Group 5.1: Responding to RFP Questions Instructions: 5.1.1 All RFP questions must be answered thoroughly and individually. Please do not reference another response that has been addressed in a previous or subsequent question. To clarify, do not respond to any question with "See question No. ###." Do not attempt to upload a file that has been used previously unless the file is specifically applicable to the individual question. If multiple files will be uploaded as a response, please Zip the files into a single Zip folder. Failure to adhere by these rules may disqualify your response(s). Group 5.2: Disclosure of Interested Parties Mandated by House Bill 1295 Instructions: 19 May 202319 May 202319 May 202319 May 202319 May 2023 5.2.1 MD Anderson must comply with the Disclosure of Interested Parties mandated by House Bill 1295 and as implemented by the Texas Ethics Commission. Before MD Anderson may execute a contract exceeding $1M, the Supplier(s) with which MD Anderson is contracting must submit a completed Form 1295 before or concurrent with Supplier submission of the signed contract to MD Anderson. For more information, please use the following link: https://www.ethics.state.tx.us/filinginfo/1295/ Group 5.3: Disclosure of Interested Parties Mandated Senate Bill 475 Instructions: 5.3.1 Please read and review the attached Disclosure of Interested Parties Mandated SenateBill 475. Upon completion please acknowledge. Group 5.4: Public Information Act (PIA) Instructions: 5.4.1 All information, documentation, and other material submitted in response to this RFP solicitation is considered non-confidential and/or non-proprietary and is subject to public disclosure under the Texas Public Information Act (Texas Government Code, Chapter 552.001, et seq.) after the agreement is executed. MD Anderson strictly complies with all statutes, court decisions, and opinions of the Texas Attorney General with respect to disclosure of RFP information. Group 5.5: Best Value Instructions: 5.5.1 MD Anderson may select the Proposal(s) that offers the "Best Value" for the institution based on the published selection criteria, its evaluation ranking, and the terms of Texas Government Code 2155.074. MD Anderson may first attempt to negotiate a contract with the selected Supplier(s). MD Anderson may also discuss with the selected Supplier(s) options for a scope or time and price change modification. If MD Anderson and/or its governing Board(s) are unable to reach a contract with the selected Supplier(s) in a timely manner, MD Anderson may formally end negotiations with that Supplier(s) and proceed to the next "Best Value" Supplier(s) in order of the selection ranking until a contract is reached or all Proposals are rejected. Group 5.6: Historically Underutilized Business Submittal Requirements Instructions: 5.6.1 It is the policy of The University of Texas System, and each of it component institutions, to promote and encourage contracting and subcontracting opportunities for Historically Underutilized Businesses (HUB) in all contracts. Accordingly, MD Anderson has adopted the Rider 104-HUB Subcontracting Plan, Policy on Utilization of Historically Underutilized Businesses. This Policy applies to all contracts with an expected (cumulative) value of $100,000 or more. If MD Anderson determines that subcontracting opportunities are probable, then a HUB Subcontracting Plan is a required element of the Proposal. Failure to submit a required HUB Subcontracting Plan will result in rejection of the Proposal. Group 5.7: HUB Statement of Probability Instructions: 5.7.1 MD Anderson has determined that subcontracting opportunities are probable in connection with this procurement solicitation; therefore, a HUB Subcontracting Plan (HSP) is required as part of your Proposal. Each RFP Respondent shall develop and administer an HUB Subcontracting Plan as part of the Proposal in accordance with MD Anderson's Policy on Utilization of Historically Underutilized Businesses (HUB) and Rider 104-HUB Subcontracting Plan. Group 5.8: Type of Contract Instructions: 5.8.1 Any contract resulting from this solicitation will be governed by MD Anderson's Standard Terms and Conditions referenced in the Summary Agreement attached to this RFP. The work associated with this RFP will be awarded as a contract to the Supplier(s) offering the "Best Value" to MD Anderson. Group 5.9: Selection Criteria Instructions: 19 May 202319 May 202319 May 202319 May 202319 May 2023 5.9.1 The successful Supplier(s) selected by MD Anderson, in accordance with the requirements and specifications set forth in this RFP, will be the Supplier(s) which is most advantageous to MD Anderson. MD Anderson's committee members, comprised of key personnel as well as Supply Chain professionals, will evaluate and score approved Proposals. Group 5.10: MD Anderson's Reservation of Rights Instructions: 5.10.1 MD Anderson may evaluate the Proposals based on the anticipated completion of all or any portion of the RFP. MD Anderson reserves the right to divide the RFP into multiple parts, to reject any and all Proposals and re-solicit for new Proposals, or to reject any and all Proposals and temporarily or permanently abandon the RFP. MD Anderson makes no representations, written or oral, that will enter into any form of agreement with Supplier(s) for this RFP. No such representation is intended or should be construed by the issuance of this RFP. Group 5.11: Obligation Instructions: 5.11.1 Neither the transmission of this RFP to a prospective Supplier(s), nor the acceptance of a reply, implies any obligation or commitment by MD Anderson to enter into any contract or undertake any financial obligations with respect to this RFP. After evaluation of all Proposals, MD Anderson intends to conduct negotiations with the Supplier(s) considered best qualified and "Best Valued" to meet its requirements. MD Anderson reserves the right to reject any or all proposals whenever such actions are in its best interest. Group 5.12: No Reimbursement for Costs Instructions: 5.12.1 Supplier(s) acknowledges and accepts that any cost incurred from the Supplier(s) participation in this RFP process shall be at the sole risk and responsibility of the Supplier(s). Supplier(s) submit Proposals at their own risk and expense. Group 5.13: Clarification and Interpretation Instructions: 5.13.1 Any clarifications or interpretations of this RFP that materially affect or change its requirements will be issued by MD Anderson as an Addendum. It is the responsibility of all Supplier(s) to obtain this information in a timely manner. All such Addenda will be due prior to the RFP Close Date. Addenda may be issued by the RFP Point-of-Contact via the SciQuest Sourcing Director Q&A Board or in the Addendum section of this RFP. All communication specific to this RFP shall be exchanged within the SciQuest tool. Group 5.14: Certain Proposals and Contracts Prohibited Instructions: 5.14.1 Under Section 2155.004, Texas Government Code, a state agency may not accept a Proposal or award a contract that includes proposed financial participation by a person with received compensation from the agency to participate in preparing the specifications or request for Proposal on which the Proposal or contract is based. All Supplier(s) must certify their eligibility by acknowledging the following statement: "Under Section 2155.004, Government Code, Supplier(s) certifies that the individual or business entity named in this RFP or contract is not ineligible to receive the specified contract and acknowledges that this contract may be terminated and payment withheld if this certification is inaccurate. Group 5.15: Certain Proposals and Contracts Prohibited (cont...) Instructions: 5.15.1 If a state agency determines that an individual or business entity holding a state contract was ineligible to have the contract, yet accepted the award as described above, the state agency may immediately terminate the contract without further obligation to the Supplier(s). This does not create a cause of action to contest a Proposal or award of a state contract. Group 5.16: Acceptance or Rejection of Proposal Instructions: 19 May 202319 May 202319 May 202319 May 202319 May 2023 5.16.1 This RFP is not an offer to contract. Acceptance of a Proposal neither commits MD Anderson to award a contract to any RFP Respondent, nor limits MD Anderson's rights to negotiate terms in its best interest. MD Anderson reserves the right to accept or reject any or all Proposals in part or whole. MD Anderson reserves the right to request clarification on responses, omissions, or claims made in the RFP. MD Anderson further reserves the right to request modification to a Supplier(s) Proposal in order to provide the optimum solution for strategic team planning. Respondents submitting a Proposal do so with the understanding that MD Anderson reserves the right to select one or more "Supplier(s) of choice" based solely on their RFP response or to evaluate one or more Supplier(s) via additional interviews, site visits, reference checks, and other evaluations. MD Anderson will notify Suppliers of the results when final decisions have been made. Group 5.17: Electronic Information and Technology (EIT) Instructions: 5.17.1 Any acquisition considered EIT as defined by Section 508 (36 CFR Part 1194) requires the submission of a completed Voluntary Accessible Product Template so that can MD Anderson can ascertain conformance with the applicable EIT standards developed by the U.S. Access Board. MD Anderson reserves the right to perform real-world testing of a Supplier's product or service in order to validate claim regarding Section 508 conformance. In order to facilitate this testing, Supplier(s) shall, upon request, provide MD Anderson a copy of the product being considered for purchase for a period of at least 30 calendar days. The version of the product being provided for testing purposes must be equivalent in functionality and features to the commercial version that is under consideration for purchase. MD Anderson, at its sole discretion, will determine the level of conformance with Section 508 on all products being reviewed. Group 5.18: Submission of Proposals Instructions: 5.18.1 MD Anderson is to receive all Supplier(s) Proposals by the RFP close date communicated within the SciQuest Sourcing Director tool. Proposals not received within the specified time frame, and prior to the RFP close date and time, will not be accepted. Supplier(s) are urged not to wait until the last minute to submit their final Proposal. Proposals and final HUB Plans submitted via telephone, fax, or electronic mail (email) will be rejected. Only those submitted via this tool will be accepted. Respondents must provide a response to all "REQUIRED" questions or the system will not accept the submission. Group 5.19: Group Purchasing Instructions: 5.19.1 MD Anderson is an institution of System which consists of nine academic and six health institutions. Texas law authorizes institutions of higher education (defined by Section 61.003, Education Code) to use the group purchasing procurement method (ref. Sections 51.9335, 73.115 and 74.008, Education Code). With this, if an Agreement results from this competitive procurement method, the RFP Respondent acknowledges that additional Texas institutions of higher education may procure from the RFP Respondent and/or Contractor the goods and services set forth in this RFP/Agreement on the same terms and conditions attached herein by entering into a separate contract with RFP Respondent/Contractor, or by concluding an appropriate addendum to the Agreement. Group 5.20: Group Purchasing (cont...) Instructions: 5.20.1 It is understood that: (I) Unless specifically stated otherwise, any volume of goods or services stated in the final Agreement reflects only goods and/or services to be purchased by MD Anderson and does not include potential purchases by other System institutions, and (II) Each System institution is a financially separate entity and will be solely responsible for its own commitments to Contractor. Group 5.21: Point-of-Contact 19 May 202319 May 202319 May 202319 May 202319 May 2023 Instructions: 5.21.1 MD Anderson designates the following person as its representative and Point-of-Contact for this RFP. Respondents shall restrict all contact with MD Anderson personnel, specific to this RFP, and direct all questions regarding this RFP, including questions regarding terms and conditions, to the Point-of-Contact: Mirza A. Javed - Contract Mgr. Address: MD Anderson Cancer Center 7007 Bertner Ave Houston Texas 77030-3907 Note: All communication exchanges should be performed via MD Anderson Sourcing Director tool within the Q&A area. Group 6.1: Pre-Submittal Conference Instructions: 6.1.1 A Pre-Submittal Conference will be held at the following time, date and location below. Attendance at the pre-submittal conference is OPTIONAL and does not require an RSVP. May 5, 2023 and 11:00 AM CST Phone one-tap: US: +13462487799,,84968308106#,,,,0#,,737122# or +12532158782,,84968308106#,,,,0#,,737122# Meeting URL: https://mdacc.zoom.us/j/84968308106?pwd=ayt5aEg4Z3JzVE4reDZMQjNHek1Ddz09 Meeting ID: 849 6830 8106 Password:737122 Join by Telephone For higher quality, dial a number based on your current location. Dial: US: +1 346 248 7799 or +1 253 215 8782 or +1 669 900 6833 or +1 312 626 6799 or +1 929 205 6099 or +1 301 715 8592 or 877 853 5257 (Toll Free) or 888 475 4499 (Toll Free) Meeting ID: 849 6830 8106 Password: 737122 6.1.2 Parking Information: Direct access to parking is available at the 1 Mid-Campus (1MC) Parking Garage located at the corner of Bertner and Braeswood for an hourly fee. To access the 1 Mid-Campus (1MC) building from the garage, take the garage elevator to the 5th floor and exit. Upon exiting the elevator bank, please proceed through the sky-bridge into the building. The Security desk attendant can provide direction help. Group 6.2: Critical Dates Instructions: 6.2.1 RFP Published Date: April 27, 2023 Pre-submittal Conference date: May 5, 2023 Supplier Questions Submission End date: May 11, 2023 Supplier Questions & Answer Published date: May 19, 2023 RFP Close Date: May 30, 2023 Short-List Presentations and/or Demonstrations Dates: ~ June 21, 2023 Group 7.1: Riders & Agreements Instructions: 7.1.1 Please read and review the attached Summary Agreement. Upon completion, please acknowledge. 19 May 202319 May 202319 May 202319 May 202319 May 2023 7.1.2 Should your organization take any exceptions to the Summary Agreement, please provide them in the attached Word document in a red-lined format. Upon red-line completion, upload the document back into the tool in an EDITABLE Word format. Should your organization NOT have any exceptions, please upload a CLEAN file confirming no exceptions were taken. 7.1.3 Please read and review the attached Rider 107-Travel Policy. Upon completion, please acknowledge. 7.1.4 Should your organization take any exceptions to the Rider 107-Travel Policy, please provide them in the attached Word document in a red-lined format. Upon red-line completion, upload the document back into the tool in an EDITABLE Word format. Should your organization NOT have any exceptions, upload a CLEAN file confirming no exceptions were taken. 7.1.5 Please read and review the attached Rider 111-Business Associate Agreement. Upon completion, please acknowledge. 7.1.6 Should your organization take any exceptions to the Rider 111-Business Associate Agreement, please provide them in the attached Word document in a red-lined format. Upon red-line completion, upload the document back into the tool in an EDITABLE Word format. Should your organization NOT have any exceptions, upload a CLEAN file confirming no exceptions were taken. 7.1.7 Please read and review the attached Rider 114 Network Connections. Upon completion, please acknowledge. 7.1.8 Should your organization take any exceptions to the Rider 114-Network Connections, please provide them in the attached Word document in a red-lined format. Upon red-line completion, upload the document back into the tool in an EDITABLE Word format. Should your organization NOT have any exceptions, upload a CLEAN file confirming no exceptions were taken. 7.1.9 Please read and review the attached Rider 114-Supply Chain User Acknowledgement. Upon completion, please acknowledge. 7.1.10 Should your organization take any exceptions to the Rider 114-Supply Chain User Acknowledgement, please provide them in the attached Word document in a red-lined format. Upon red-line completion, upload the document back into the tool in an EDITABLE Word format. Should your organization NOT have any exceptions, upload a CLEAN file confirming no exceptions were taken. 7.1.11 Please read and review the attached Rider 116-Invoice Payment Requirements. Upon completion, please acknowledge. 7.1.12 Should your organization take any exceptions to the Rider 116-Invoice Payment Requirements, please provide them in the attached Word document in a red-lined format. Upon red-line completion, upload the document back into the tool in an EDITABLE Word format. Should your organization NOT have any exceptions, upload a CLEAN file confirming no exceptions were taken. Group 7.2: Additional Riders Instructions: 7.2.1 Please download the attached Rider 118-Information Security ASP Assessment Survey and follow the instructions within the document for completion. Upon completion, please upload the final document. Group 8.1: Supplier Rider Attestation Instructions: 19 May 202319 May 202319 May 202319 May 202319 May 2023 8.1.1 Please acknowledge that you have read and understood the calculations associated with the Supplier Rider Attestation Form included in the attached example. 8.1.2 Please download, complete, and sign the Supplier Rider Attestation Form following the instructions provided. Upon completion, upload the executed form as your response. 8.1.3 Please acknowledge that you have properly completed the Supplier Rider Attestation Form. This includes: -Noting your acceptance/rejection to each applicable Rider. -Specifying the Section(s) rejected (if applicable). -Executing the document, including signature. -Ensure that the form DOES NOT reference any previously negotiated terms, conditions, or agreement. Failure to complete and return this form may result in the prospective Supplier's response being disqualified. 8.1.4 Proposed exceptions to MDACC Contract Riders must be noted in the applicable section of the Riders & Agreements portion of the RFP via redlines, and acceptance (or rejection) to those Riders must be documented on the Attestation form accordingly. Any inconsistencies between the proposed exceptions and the information submitted on the Attestation form WILL result in a rejection of the Attestation, and the Attestation WILL be scored as zero points. The RFP Attestation form MUST be signed by an Authorized Representation of the Prospective Supplier. Failure to submit a signed Attestation WILL result in rejection of the Attestation and the Attestation WILL be scored as zero points. Group 9.1: Rider 104 HUB Subcontracting Plan Instructions: 9.1.1 Please download the attached Rider 104-Historically Underutilized Business (HUB) Plan and follow the instructions within the document for completion. Upon MD Anderson's draft review and your formal completion, please upload the final and executed document. 9.1.2 Please acknowledge that you have read/reviewed the HUB tip sheet for information regarding successful HUB plan submissions. Group 10.1: Contact Information Instructions: 10.1.1 Please provide the contact information, including name, email, phone number and mailing address, of the person that is able to respond to and/or accept any RFP related communication should the occasion arise. Group 11.1: Company Background Instructions: 11.1.1 Provide background about proposer’s organization including, but not limited to, its mission and vision, principals, # of employees, years in business, culture and long-term strategic plans. 11.1.2 List and briefly explain the list of services proposer’s organization provides for clients. 11.1.3 Provide a resume or biography of each staff member devoted to direct marketing fundraising including an organizational chart that details the supporting staff structure. 11.1.4 List any strategic tools/processes proposer’s organization uses that provides a competitive advantage. 11.1.5 Describe what makes proposer’s organization a good business fit for MD Anderson Cancer Center. 11.1.6 Describe how proposer’s organization partners with clients to become a true extension of the team. 11.1.7 Describe proposer’s organization's experience in the non-profit sector. Specifically, proposer’s organization's experience with hospitals, regional cancer centers and/or health sector charities that includes a current list of such clients. The response must include, if applicable, client(s) business dropped or resignation(s) in the past 12 months briefly explaining the reason. 11.1.8 Provide contact information for three non-profit customer references proposer’s organization has worked with over the past three (3) years. 11.1.9 Describe how proposer’s organization partners with clients to become a true extension of the team. 19 May 202319 May 202319 May 202319 May 202319 May 2023 11.1.10 Describe how proposer has worked in collaboration with other agencies to support a program with multiple agency partners. 11.1.11 Provide details of proposer’s organization's transition planning/on-boarding process for new clients. If applicable, explain the process for all direct marketing fundraising channels and aspects of the direct marketing business. 11.1.12 How many team members from proposer’s organization would be dedicated to the MD Anderson account, and what would be their allocation of time to MD Anderson’s account? 11.1.13 Describe proposer’s organization's client account services practices in general that includes, but not limited to account team fit, account team issue resolution processes and your organization's proposed team/client meeting frequencies. Group 11.2: Service Quality Instructions: 11.2.1 Describe proposer’s capability with regards to segment amongst all direct marketing fundraising programs. Include proposer’s modeling efforts, experience with donor journey mapping., multi-channel direct segmentation schemes and enterprise-wide segmentation schemes. 11.2.2 Provide example(s) of proposer’s integrated marketing campaign(s) developed in collaboration with its current customers. 2(a) Which elements of direct marketing fundraising program did proposer recommend? 2(b) What methodologies and/or strategies were used by the proposer to persuade its customers on a specific approach? 2(b)(1) Prove examples of strategic brief, creative elements and results. 11.2.3 Provide a detailed explanation of proposer’s approach to develop testing plans. Include at least one example of testing strategies that have had a sizable impact on a client’s program. 11.2.4 Describe proposer’s approach to utilize direct mail in a world that is moving towards digital experiences every day. 11.2.5 Please provide an example of program(s) that proposer has helped grow and/or develop. What strategies were used to grow/develop programs? Please share results. 11.2.6 Describe proposer’s approach to enhance engagement of mid-level, major, and, planned giving donors by developing high touch communication streams. Please provide at least one (1) example of success in this area. 11.2.7 Describe proposer’s approach to building a successful sustainer program, including leveraging of all marketing channels. Please proved at least one (1) example of success in this area. 11.2.8 Describe proposer’s average time to launch marketing efforts for direct mail marketing campaigns. Please include a sample marketing campaign schedule for review. 11.2.9 How has the proposer responded to its' clients' concerns regarding FTEs performance and quantity of FTEs? Will the proposer consider clients' weigh-in on its FTEs performance and number of FTEs? Group 11.3: Fee Schedule Instructions: 11.3.1 Please download the attached Rider 102- Fee Schedule and follow the instructions within the document for completion. Upon completion, please upload the final document. Group 12.1: Company Background Instructions: 12.1.1 Provide background about proposer’s organization including, but not limited to, its mission and vision, principals, # of employees, years in business, culture and long-term strategic plans. 12.1.2 List and briefly explain the list of services proposer’s organization provides for clients. 12.1.3 Provide a resume or biography of each staff member devoted to direct marketing fundraising including an organizational chart that details the supporting staff structure. 12.1.4 List any strategic tools/processes proposer’s organization uses that provides a competitive advantage. 12.1.5 Describe what makes proposer’s organization a good business fit for MD Anderson Cancer Center. 12.1.6 Describe how proposer’s organization partners with clients to become a true extension of the team. 19 May 202319 May 202319 May 202319 May 202319 May 2023 12.1.7 Describe proposer’s organization's experience in the non-profit sector. Specifically, proposer’s organization's experience with hospitals, regional cancer centers and/or health sector charities that includes a current list of such clients. The response must include, if applicable, client(s) business dropped or resignation(s) in the past 12 months briefly explaining the reason. 12.1.8 Provide contact information for three non-profit customer references proposer’s organization has worked with over the past three (3) years. 12.1.9 Describe how proposer’s organization partners with clients to become a true extension of the team. 12.1.10 Describe how proposer has worked in collaboration with other agencies to support a program with multiple agency partners. 12.1.11 Provide details of proposer’s organization's transition planning/on-boarding process for new clients. If applicable, explain the process for all direct marketing fundraising channels and aspects of the direct marketing business. 12.1.12 How many team members from proposer’s organization would be dedicated to the MD Anderson account, and what would be their allocation of time to MD Anderson’s account? 12.1.13 Describe proposer’s organization's client account services practices in general that includes, but not limited to account team fit, account team issue resolution processes and your organization's proposed team/client meeting frequencies. Group 12.2: Service Quality Instructions: 12.2.1 Provide a detailed overview of proposer’s direct mail production capabilities (size of team, number of clients served, leadership structure, years or experience of leadership team, etc.). 12.2.2 Who performs the physical production of proposer(s) print campaign materials? If any/all print production is subcontracted, provide details of proposer’s network of subcontractors. 12.2.3 Describe how proposer develops annual print production schedule(s) and marketing campaign calendars. 12.2.4 Describe processes that are currently in place that ensure all agreed upon print production timelines are met. 12.2.5 Describe proposer Quality Assurance (QA) process in detail (i.e. step-by-step). 12.2.6 Provide proposer’s cost saving examples/initiatives that it has recommended and/or successfully implemented with its’ clients. Provide proposer cost saving examples. 12.2.7 How does the proposer ensure that it's clients' are provided best price for printing materials without compromising quality of work/service? 12.2.8 Will/can the proposer provide itemized invoicing? If "Yes", please provide examples/sample invoices. Group 12.3: Fee Schedule Instructions: 12.3.1 Please download the attached Rider 102- Fee Schedule and follow the instructions within the document for completion. Upon completion, please upload the final document. Group 13.1: Company Background Instructions: 13.1.1 Provide background about proposer’s organization including, but not limited to, its mission and vision, principals, # of employees, years in business, culture and long-term strategic plans. 13.1.2 List and briefly explain the list of services proposer’s organization provides for clients. 13.1.3 Provide a resume or biography of each staff member devoted to direct marketing fundraising including an organizational chart that details the supporting staff structure. 13.1.4 List any strategic tools/processes proposer’s organization uses that provides a competitive advantage. 13.1.5 Describe what makes proposer’s organization a good business fit for MD Anderson Cancer Center. 13.1.6 Describe how proposer’s organization partners with clients to become a true extension of the team. 19 May 202319 May 202319 May 202319 May 202319 May 2023 13.1.7 Describe proposer’s organization's experience in the non-profit sector. Specifically, proposer’s organization's experience with hospitals, regional cancer centers and/or health sector charities that includes a current list of such clients. The response must include, if applicable, client(s) business dropped or resignation(s) in the past 12 months briefly explaining the reason. 13.1.8 Provide contact information for three non-profit customer references proposer’s organization has worked with over the past three (3) years. 13.1.9 Describe how proposer’s organization partners with clients to become a true extension of the team. 13.1.10 Describe how proposer has worked in collaboration with other agencies to support a program with multiple agency partners. 13.1.11 Provide details of proposer’s organization's transition planning/on-boarding process for new clients. If applicable, explain the process for all direct marketing fundraising channels and aspects of the direct marketing business. 13.1.12 How many team members from proposer’s organization would be dedicated to the MD Anderson account, and what would be their allocation of time to MD Anderson’s account? 13.1.13 Describe proposer’s organization's client account services practices in general that includes, but not limited to account team fit, account team issue resolution processes and your organization's proposed team/client meeting frequencies. Group 13.2: Service Quality Instructions: 13.2.1 Describe proposer’s strategy and/or methodology to concurrently utilize digital marketing channels in a multi-channel strategy that increases giving. 13.2.2 Describe proposer’s experience with digital fundraising platforms. Specifically describe proposer’s staff that is available for donation page/landing page construction, email construction and deployment, including project plans that outline schedules/deadlines that incorporates all relevant stakeholders. 13.2.3 Describe proposer’s approach in developing strategies for donor conversion(s). Provide examples of strategies that have delivered successful results. 13.2.4 Describe proposer’s approach to building a digital experience that focuses on developing a successful sustainer program by leveraging all marketing channels. Please provide at least one (1) example of success in this area. 13.2.5 Describe proposer’s approach to enhance engagement of mid-level, major, and, planned giving donors by developing high touch communication streams. Please provide at least one example of success in this area. 13.2.6 Describe proposer’s experience with providing production support for clients that use Salesforce Marketing Cloud as their email service provider. 13.2.7 Describe proposer’s average time to market for digital campaigns. Please include a sample campaign schedule to review. 13.2.8 Describe proposer’s ability to adjust to the quickly changing needs of proposer’s clients to ensure efficient acquisition of new digital donors. Based on proposer’s experience, list/suggest marketing channels that drive digital growth. Group 13.3: Fee Schedule Instructions: 13.3.1 Please download the attached Rider 102- Fee Schedule and follow the instructions within the document for completion. Upon completion, please upload the final document. Group 14.1: Company Background Instructions: 14.1.1 Provide background about proposer’s organization including, but not limited to, its mission and vision, principals, # of employees, years in business, culture and long-term strategic plans. 14.1.2 List and briefly explain the list of services proposer’s organization provides for clients. 14.1.3 Provide a resume or biography of each staff member devoted to direct marketing fundraising including an organizational chart that details the supporting staff structure. 14.1.4 List any strategic tools/processes proposer’s organization uses that provides a competitive advantage. 14.1.5 Describe what makes proposer’s organization a good business fit for MD Anderson Cancer Center. 14.1.6 Describe how proposer’s organization partners with clients to become a true extension of the team. 19 May 202319 May 202319 May 202319 May 202319 May 2023 14.1.7 Describe proposer’s organization's experience in the non-profit sector. Specifically, proposer’s organization's experience with hospitals, regional cancer centers and/or health sector charities that includes a current list of such clients. The response must include, if applicable, client(s) business dropped or resignation(s) in the past 12 months briefly explaining the reason. 14.1.8 Provide contact information for three non-profit customer references proposer’s organization has worked with over the past three (3) years. 14.1.9 Describe how proposer’s organization partners with clients to become a true extension of the team. 14.1.10 Describe how proposer has worked in collaboration with other agencies to support a program with multiple agency partners. 14.1.11 Provide details of proposer’s organization's transition planning/on-boarding process for new clients. If applicable, explain the process for all direct marketing fundraising channels and aspects of the direct marketing business. 14.1.12 How many team members from proposer’s organization would be dedicated to the MD Anderson account, and what would be their allocation of time to MD Anderson’s account? 14.1.13 Describe proposer’s organization's client account services practices in general that includes, but not limited to account team fit, account team issue resolution processes and your organization's proposed team/client meeting frequencies. Group 14.2: Service Quality Instructions: 14.2.1 Describe standard and custom reports proposer prepares for clients on a regular basis that exhibits and explains results and trends within the overall direct marketing fundraising portfolio. Response must include review frequency, sample KPI metrics for each marketing channel, report samples that include brief summary and client online reporting access capabilities. 14.2.2 Describe how proposer has provided reporting & analytic support for clients while other agencies took the lead on strategy and creative. Give at least 2 examples of clients you supported in this limited capacity. 14.2.3 Describe proposer's approach to analyzing new investment opportunities for direct marketing programs. 14.2.4 Provide proposer's top three (3) important KPIs for an integrated multi-channel direct marketing program and proposer's justification for recommending such KPIs? 14.2.5 Describe proposer’s frequency with which proposer performs file and reporting audits. Group 14.3: Fee Schedule Instructions: 14.3.1 Please download the attached Rider 102- Fee Schedule and follow the instructions within the document for completion. Upon completion, please upload the final document. 19 May 202319 May 202319 May 202319 May 202319 May 2023 Product Line Items Product Line Items There are no Items added to this event. 19 May 202319 May 202319 May 202319 May 2023 Service Line Items Service Line Items There are no Items added to this event. 19 May 202319 May 202319 May 2023