70-U6900-26-CP357_081826 PBS SS.pdf.PDF

UNM Proposed Sole Source Form – Rev 04/07/2021

Proposed Sole Source Purchase Form Pursuant to New Mexico Procurement law, the UNM Purchasing Department will post your completed form on the UNM Sunshine Portal and the

State of New Mexico Procurement website for 30 days prior to purchase of the goods/services.

I. GENERAL INFORMATION. PLEASE PROVIDE THE FOLLOWING:

Date of Request 07.31.2026 Requisition Number (If Applicable) Penancing Request Submitted by: Linda Jones Title Unit Administration

Department KUNM Email LLJones@UNM.edu Phone 505.277.4895 Proposed Vendor Contributor Development Partnership PBS

Supp.#101952657

Amount $573,500.00

Vendor Address 200 River Edge Dr. Ste #330 Medford, MA 02155

Term of Purchase

3 year

Buyer Team - See Commodity list at http://purchase.unm.edu/department-information/comm-code-listing.pdf

Provide a basic description of goods/services to be provided:

Member Services Bureau (MSB) is a cooperative fundraising model currently supporting 52 public media organizations.

MSB combines advanced membership technology, fundraising operations, marketing services, analytics, and strategic consulting into a single integrated solution designed specifically for public media organizations.

MSB provides comprehensive membership management, fundraising, audience development, donor engagement, and revenue growth services. Through its partnership with CDP (Contributor Development Partnership), MSB leverages the largest repository of public media donor and fundraising data available in the industry, enabling participating organizations to benchmark performance, apply best practices, and improve fundraising outcomes.

Key services include:

● Membership program management, including acquisition, renewal, retention, and sustainer strategies.

● Direct and digital fundraising campaigns, including direct mail, email, texting, online giving, and audience engagement.

● Donor data management, analytics, benchmarking, forecasting, and reporting.

● Donor stewardship, communications, and customer service support.

● Fundraising strategy, planning, and consulting.

● Access to an expanded technology stack including RevCRM, Iterable, Tableau, Springboard, Snowflake, DBT Cloud, and secure lockbox services.

● Predictive modeling, donor search and wealth screening, and centralized performance dashboards through CDP

Insights.

● Shared investment and client-led innovation that provides ongoing technology advancement without additional implementation costs.

MSB's cooperative model maximizes economies of scale, applies proven fundraising strategies, and drives net-revenue growth while allowing station staff to focus on local journalism, community engagement, and high-touch donor relationships.

mailto:LLJones@UNM.edu http://purchase.unm.edu/department-information/comm-code-listing.pdf

Why is this purchase needed?

KUNM is a self-supporting department of UNM and does not receive I&G funding, a UNM line-item appropriation, or a dedicated state funding allocation. As a result, KUNM must generate the revenue necessary to support its operations. In the last fiscal year, more than 8,000 contributing listeners generated approximately $1.8 million in membership revenue.

With the recent loss of federal funding support representing approximately 12% of KUNM's operating budget, maximizing donor revenue and fundraising performance has become critical to the station's long-term sustainability. KUNM requires a secure, PCI-compliant membership platform that not only manages donor information, but also provides advanced fundraising operations, marketing, analytics, and strategic guidance.

MSB provides a comprehensive solution that addresses these needs through an integrated combination of technology, operations, marketing, and analytics designed specifically for public media organizations. Through CDP, MSB manages the largest repository of public media giving data and uses shared intelligence, predictive analytics, benchmarking, and fundraising best practices to improve revenue performance.

The MSB model is expected to provide measurable strategic outcomes, including:

● Stronger donor relationships through real-time fundraising intelligence and access to national public media giving data.

● Operational relief and risk mitigation by assuming responsibility for transactional fundraising functions and membership operations.

● Growth in sustaining memberships through specialized sustainer and stop-loss programs.

● Increased direct and digital fundraising revenue through coordinated marketing strategies and campaign management.

● Access to a cooperative network of 52 public media organizations representing approximately 1.4 million donors and $200 million in annual fundraising activity.

By consolidating technology, fundraising operations, marketing, and analytics into a single service, MSB allows

KUNM staff to focus on major gifts, community engagement, and relationship-based fundraising while improving overall revenue generation.

II. BASIS FOR SOLE SOURCE PROCUREMENT. CHOOSE APPLICABLE BOX(ES) AND

PROVIDE ADDITIONAL INFORMATION, AS REQUESTED:

☐ Proprietary item, technology or service only available from the proposed vendor. (Check box and describe proprietary component)

BASIS FOR Proprietary item (yes), technology or service only available from the proposed vendor. (Check box and describe proprietary component)

This is a four-year agreement for MSB’s proprietary technology and services. UNM’s NM PBS Unit has been working with MSB for over six years.

☐ Compatibility requirement with existing item, technology or service. (Check box and describe compatibility requirement)

MSB’s technology and service allows for a compatible transfer of all donor data within PCI compliance standards from our Blackbaud customer relations management software. MSB will conduct the data transfer 12 weeks before the end of the service period with the current vendor. This allows testing to ensure full completion of the donor data.

☐ Renewal of support/maintenance/subscription of software, technology or other intellectual property. (Check box and describe)

No

☐ Other Basis for Sole Source: Please describe below:

III. SUPPLEMENTAL DETAILS. PLEASE PROVIDE ADDITIONAL INFORMATION AS

REQUESTED BELOW:

Describe in detail the unique capabilities of the proposed vendor’s goods/service and/or personnel performing the work and why this constitutes the only source. Focus on what is unique about the goods/service and why no other vendor could meet your needs.

Membership Services Bureau is one of two standard CRM’s used by public media organizations below $15 million in annual revenue. KUNM’s annual revenue is $2.5 million. The second is Allegiance.

In 2023, KUNM planned to migrate to Allegiance. But, through a due diligence process launched in 2025, KUNM has opted to partner with MSB, which provides the client with not only with CRM, and also full services to provide data analysis, direct marketing (mail, text to give, etc.) and close consulting for planning purposes with a team of partners. Neither Allegiance, nor Blackbaud provide a level of commensurate service.

Membership Services Bureau (MSB), operating in partnership with CDP, provides a unique combination of technology, operational services, marketing expertise, analytics, and cooperative fundraising resources that is not available from any other public media fundraising vendor. MSB is considered the Best-in-Field performer in public media.

CDP originated within WGBH and now serves more than 260 public radio and television stations. It remains the only comprehensive fundraising collaboration in public media and has generated more than $300 million in new net revenue for participating stations. CDP manages the most advanced fundraising technology stack in public media and provides participating organizations access to infrastructure and capabilities that would be difficult or cost-prohibitive to develop independently.

What makes MSB unique is that it is not simply a CRM platform. Unlike alternative providers such as Allegiance or

Blackbaud, MSB delivers a fully integrated membership solution that combines:

● RevCRM as the system of record.

● Iterable digital marketing and audience engagement tools.

● Tableau enterprise reporting and business intelligence.

● Springboard online donation and engagement forms.

● Snowflake enterprise data warehousing.

● DBT Cloud data management and modeling.

● Secure lockbox and donation processing services.

● Predictive analytics and fundraising performance modeling.

● Donor search and wealth-screening capabilities.

● Strategic fundraising consulting and implementation support.

MSB's cooperative model also provides access to a network of 52 public media organizations, 1.4 million donors, and approximately $200 million in annual fundraising activity. Through shared benchmarking, collective investment, innovation councils, and annual collaboration events, member organizations benefit from insights and best practices that are unavailable through traditional software vendors.

The proposed solution is further differentiated by its integration with NPR-related donor initiatives and by the use of CDP's National Reference File and fundraising intelligence systems. No competing vendor offers the same combination of public media-specific technology, donor analytics, marketing operations, consulting services, cooperative benchmarking, and shared infrastructure.

In addition, KUNM is entering into a new partnership with NPR, its largest vendor. The partnership leverages a donor matching program managed by CDP and informed by the MSB National Reference File of Donors on secure, off-site, platforms. No other competing CRM is partnering with NPR and the member stations in this way.

Therefore, MSB constitutes the only source capable of providing KUNM with a truly all-in-one membership solution that combines technology, operations, marketing, analytics, and public-media-specific fundraising expertise in a single integrated service. As stated by CDP, there is no other organization that partners with public media to deliver a comprehensive membership solution of this scope and capability.

Describe the due diligence made to locate other possible sources including communications with other universities, communications with similar providers, web searches, yellow page searches, review of advertisements and trade publications, etc.

KUNM conducted its due diligence regarding Blackbaud and Allegiance in 2022, resulting in a decision to onboard Allegiance in 2026 after ending its relationship with Blackbaud (this is a matter of record in the approved 2022 Sole Source Application).

In 2025, KUNM management conducted due diligence regarding this decision and concluded that exiting the relationship with Blackbaud was still a good decision, and that Allegiance did not offer the unique services (analysis, direct marketing, consulting, compliance) with its CRM.

While Allegiance is less expensive as a CRM and service provider, they offer much less on service and this would require KUNM to add two new employees to support and manage analysis, direct marketing (mail, etc), compliance, etc. MSB as a service takes over transactional giving–marketing and execution–allowing for a lower staff profile, and for the staff that remain to focus on high-touch relational giving/donations.

List the other vendors who were contacted. Please describe the specs/qualifications/criteria that the other vendors were unable to satisfy.