James Madison University #RFP# DMS-1188

JMU Awards and Renews Multi-Year Fundraising Consulting Contract to BWF

James Madison University (JMU) has awarded and renewed a multi-year contract for comprehensive fundraising consulting services to Bentz, Whaley, Flessner and Associates, Inc. (BWF), a leading provider in this field. - Government Buyer: - James Madison University (JMU), Procurement Services, Harrisonburg, VA - OEMs and Vendors: - Bentz, Whaley, Flessner and Associates, Inc. (BWF) is the sole named vendor and Original Equipment Manufacturer (OEM) for all consulting services - Products/Services Requested: - Full suite of fundraising consulting services, including: - Campaign readiness/internal audit and feasibility study (Area A) - Internal leadership interviews - Giving insight analysis and projections (includes wealth screening at no additional cost) - Benchmarking, program optimization reviews, assessment analysis and reporting - Fundraising agenda, case for support writing, prospective donor interviews (40 or 50 options), constituent survey, external planning considerations - Campaign preparation and support (Area B) - Comprehensive campaign plan, communications plan, volunteer structure and committees, prospect development strategies, donor relations and stewardship, campaign counting policies, training and coaching, ongoing support and counsel - Public phase consulting (Area C) - Ongoing general counsel, annual fund counsel, communications counsel, campaign wrap up - Post-campaign assessment (Area D) - Engagement preparation, leadership and external interviews, post-campaign gift and prospect data analysis, division optimization, program reviews, analysis and reporting - Campaign accelerator services (dashboards, relationship mapping, prospect/donor profiles, events assessment) - Consulting services available at daily rates for various consultant roles (principal, vice president, subject matter experts, project associate) - Notable requirements: - Vendors outside the USA may apply if they understand US domestic cultures; periodic onsite visits required - Wealth screening included at no extra cost - Travel allowances and per diem rules specified - Athletic Development and non-alumni constituent engagement included in scope - Pricing is detailed by task, with one-time and ongoing annual fees - Contract allows for special project consulting at set daily rates - Quantities and Pricing: - Prospective donor interviews: 40 or 50 per engagement - Detailed line-item pricing for each consulting task and service area - Travel allowance per trip per consultant (increased in renewals) - Unique/Notable Requirements: - Ability to award by component (Areas A–D) to different vendors, though BWF is the current awardee for all - Emphasis on higher education fundraising experience, candid feedback, and trend knowledge - Inclusion of wealth screening, campaign dashboards, and prospect profiling as part of the engagement - Contract term: initial two years, up to ten one-year renewals (potential 12 years total), with capped price adjustments - No set budget; price is a factor but not the sole criterion for award

Description

James Madison University (JMU) is soliciting proposals for fundraising consulting services to support its comprehensive fundraising campaigns. The contract includes services such as campaign readiness audits, feasibility studies, campaign preparation and support, public phase activities, and post-campaign assessments. The initial contract term is two years with an option to renew for ten additional one-year periods. The contractor will provide detailed consulting services including leadership interviews, donor analysis, communications planning, training, and ongoing counsel to assist JMU in achieving its fundraising goals.

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