9-27TH05P5 - Attachment G - Presentation Evaluation FINAL 08-14-26.pdf
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- Solicitation number
- 27TH05P5
- Issued by
- Salt Lake County, Utah
About this file
This is a presentation evaluation attachment for a Request for Proposals (RFP #27TH05P5) issued by Jordan School District (JSD) in Utah for Nonprofit CRM Software to support Jordan Education Foundation. The RFP seeks a qualified vendor to provide comprehensive customer relationship management software tailored to nonprofit operations. Offerors whose technical proposals score a minimum of 2,625 points (75%) in Stage 2 evaluation will advance to the presentation phase, with virtual meetings tentatively scheduled between September 28 and October 9, 2026. The presentations are intended to demonstrate the compatibility, integrations, and functionality of proposed solutions to the evaluation committee.
The presentation evaluation is structured across three primary categories totaling 800 possible points: Functional Requirements (660 points), Reporting Requirements (130 points), and Implementation, Training, Security & Technical Support (10 points). Functional requirements encompass eight major areas including constituent management, fundraising, gift processing, grant management, volunteer management, event management, communications, and general functionality with integrations. Key evaluation focuses include the software's ability to maintain single constituent records, handle multiple fundraising types (annual campaigns, capital campaigns, major gifts, planned giving, matching gifts, peer-to-peer, recurring gifts, and online donations), process gifts with tax receipts and acknowledgements, manage grants and volunteer operations, facilitate events with registration and ticketing, support email marketing and communications, and integrate with platforms such as Google Workspace, Microsoft Office, Stripe, and MailChimp. Reporting capabilities must include standard and custom report builders, dashboards, fundraising analytics, and specific functionality to differentiate revenue types, assign fiscal year filters, and generate constituent-specific reports. The vendor must also demonstrate capacity to migrate historical data and contracts from the incumbent system, NonProfitEasy, to the new platform.
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JSD RFP# 27TH05P5- Nonprofit CRM Software Attachment G
RFP# 27TH05P5
Nonprofit CRM Software
Attachment G – Presentation Evaluations
(800 Total Possible Points)
1. PRESENTATION EVALUATION
Please note that presentations may be conducted for this RFP based on the decision of the evaluation committee after Stage 2 scoring has been completed. Offerors passing Stage 2:
Technical Proposal Evaluation with a minimum of 2,625 points (75%) will be contacted to schedule a virtual meeting, tentatively scheduled for some time between September 28- October 9, 2026.
A. OFFEROR INSTRUCTIONS FOR PRESENTATIONS
Offeror presentations will be evaluated based on the following technical criteria from the RFP Scope of Work (see Section 3.2 of the RFP for full details on each criterion). Please have your presentation follow these criteria in the order listed. The presentation meeting is intended solely as an opportunity for Offerors to show the compatibility, integrations, and functionality of their solution.
Letters and numbers below correspond with criteria listed in Section 3.2 of the RFP. Not all criteria from the RFP need to be presented, so some criteria will not be listed here.
[This space intentionally left blank.]
PRESENTATION EVALUATION CRITERIA
(800 Total Possible Points)
A. F u n c t i o n a l Requirements (660 Total Possible Points)
A1. CONSTITUENT MANAGEMENT
A1.1 Show and explain how the software maintains a single constituent record.
10 points possible
A1.2 Show and describe how the software tracks donors, volunteers, businesses, foundations, alumni, employees, staff and community partners.
10 points possible
A1.3. Show and describe how the software supports householding.
10 points possible
A1.4 Show and explain how the software tracks relationships between constituents (i.e. company subsidiaries).
10 points possible
A1.5 Show and explain how the software records interaction history.
10 points possible
A1.6 Show and explain how the software stores notes and attachments.
10 points possible
A1.7 Show and explain how the software tracks communication preferences.
10 points possible
A1.8 Show and explain how the software maintains constituent segmentation.
10 points possible
A2. FUNDRAISING
A2.1 Show and explain how the software handles annual campaigns.
10 points possible
A2.2 Show and explain how the software handles capital campaigns.
10 points possible
A2.3 Show and explain how the software handles major gifts. 10 points possible
A2.4 Show and explain how the software handles planned giving.
10 points possible
A2.5 Show and explain how the software handles matching gifts.
10 points possible
A2.6 Show and explain how the software handles peer-to-peer fundraising.
10 points possible
A2.7 Show and explain how the software handles recurring gifts.
10 points possible
A2.8 Show and explain how the software handles online donations and credit card payments.
10 points possible
A2.9 Show and explain how the software handles pledges. 10 points possible
A2.10 Show and explain how the software handles gift acknowledgements.
10 points possible
A2.11 Show and explain how the software handles tribute and memorial gifts.
10 points possible
A3. GIFT PROCESSING
A3.1 Show and explain how the software processes online donations.
10 points possible
A3.2 Show and explain how the software accepts credit cards and ACH.
10 points possible
A3.3 Show and explain how the software tracks pledges. 10 points possible
A3.4 Show and explain how the software generates tax receipts.
10 points possible
A3.5 Show and explain how the software produces acknowledgement letters.
10 points possible
A3.6 Show and explain how the software manages soft credits. 10 points possible
A3.7 Show and explain how the software records in-kind donations.
10 points possible
A4. GRANT MANAGEMENT 10 points possible
A4.1 Show and explain how the software handles grant prospect tracking.
10 points possible
A4.2. Show and explain how the software handles the grant calendar.
10 points possible
A4.3. Show and explain how the software handles proposal management.
10 points possible
A4.4. Show and explain how the software handles award tracking.
10 points possible
A4.5. Show and explain how the software handles reporting deadlines.
10 points possible
A4.6. Show and explain how the software grant history.
Provide information on how detailed the grant history would be.
A5. VOLUNTEER MANAGEMENT
A5.1. Show and explain how the software maintains volunteer records.
10 points possible
A5.2. Show and explain how the software tracks volunteer hours.
10 points possible
A5.3. Show and explain how the software manages volunteer skills.
10 points possible
A5.4. Show and explain how the software schedules volunteers.
10 points possible
A5.5. Show and explain how the software generates volunteer reports. Provide information on if volunteers can sign up within the software, or is this manually input? Can the volunteer log into the software, or is there ability for them to Clock in/out for events?
10 points possible
A5.6. Show and explain the ability to schedule or allow volunteer sign-ups. Indicate if you can allow for a specific number of volunteers at specific times (e.g. 3 volunteers needed at 10 am, 6 volunteers needed at 11 am, etc.).
Indicate if your system can send automatic email reminders to volunteers. Indicate if volunteers can cancel their sign-ups if needed.
10 points possible
A6. EVENT MANAGEMENT
A6.1. Show and explain how the software handles registration. 10 points possible
A6.2. Show and explain how the software handles ticketing. 10 points possible
A6.3. Show and explain how the software handles sponsorship tracking.
10 points possible
A6.4. Show and explain how the software handles seating. 10 points possible
A6.5. Show and explain how the software handles attendance. 10 points possible
A6.6. Show and explain how the software handles auctions. 10 points possible
A6.7. Show and explain how the software handles check-in. 10 points possible
A6.8. Show and explain how the software handles payment processing.
10 points possible
A6.9 Show and explain if your software can handle other event related information such as event planning, checklist of responsibilities, workflow assignments, event management, etc.
A7. COMMUNICATIONS
A7.1. Show and explain how the software handles email marketing.
10 points possible
A7.2. Show and explain how the software handles segmentation.
10 points possible
A7.3. Show and explain how the software handles automated workflows.
10 points possible
A7.4. Show and explain how the software handles optional text messaging.
10 points possible
A7.5. Show and explain how the software handles mail merge. 10 points possible
A7.6. Show and explain how the software handles campaign tracking.
10 points possible
A7.7. Show and explain the ability to email acknowledgement letters and selectively choose which are sent.
10 points possible
A7.8. Show and explain the ability to integrate with MailChimp. 10 points possible
A7.9 Show and explain response tracking (i.e. bounce rates, unsubscribe, delete, all stats, etc.)
10 points possible
A8. GENERAL FUNCTIONALITY AND INTEGRATIONS
A8.1. Show and explain the ability to create large numbers of donation designations, with a parent/child relationship that links the designation to a specific school or department.
10 points possible
A8.2. Show and explain the ability to upload data from credit card donations and employee payroll contributions.
10 points possible
A8.3. Show and explain the ability for multiple users (a minimum of 4-6).
10 points possible
A8.4. Show and explain your Dashboard and how to identify trends.
10 points possible
A8.5. Show and explain how to set reminders and create to-do lists.
10 points possible
A8.6. Provide a detailed narrative on the ability to have multiple contacts within the same constituent profile.
10 points possible
A8.7. Show and explain integration with the following:
Google Workspace Microsoft Office Payment processors Online giving platforms Single Sign-On (preferred) APIs for future integrations
A8.8. Show and explain the ability to attach subaccounts to different/multiple locations.
A8.9. Show and explain how the software is compatible with Stripe for credit card payment processing.
10 points possible
A8.10. Show and explain the difference between sponsorships
vs. donations within your software, and how each are handled.
B. Reporting Requirements (130 Total Possible Points)
B1. Show and explain how the software provides standard reports.
10 points possible
B2. Show and explain how the software offers a custom report builder.
15 points possible
B3. Show and explain the software’s dashboard(s). 15 points possible
B4. Show and explain the software’s fundraising analytics 15 points possible
B5. Show and explain how the software handles Board reports.
10 points possible
B6. Show and explain how to export reports to Excel/PDF. 10 points possible
B7. Show and explain how the software handles scheduled reporting.
10 points possible
B8. Show and explain how the software has the ability to differentiate and filter revenue/donation types in reports:
general cash donations, in-kind donations, grants, fee payments, and employee giving.
15 points possible
B9. Show and explain how the software assigns school year to transactions. JSD uses a fiscal calendar not annual. Explain how to filter the school year as a filter in reports.
15 points possible
B10. Show and explain how to run the following reports:
a. Total contributions by donor over a specified time period
b. Donations by designation over a specified time period
c. Ability to filter out non-donation income such as fee payments from reports
d. First-time donor report over a specified time period
e. Notification report showing donors who have not donated and/or have not been contacted in X amount of time
f. First and Last donation date for a constituent
15 points possible
C.IMPLEMENTATION, TRAINING,
SECURITY & TECHNICAL SUPPORT
(10 Total Possible Points)
C1. Show and explain your ability to integrate historical data from NonProfitEasy to your platform.
5 points possible
C2. Show and explain your ability to move historical and current contracts from NonProfitEasy to your platform.
5 points possible
[End of Attachment G.]
| RFP# 27TH05P5 |
| 1. PRESENTATION EVALUATION |
| A. OFFEROR INSTRUCTIONS FOR PRESENTATIONS |
| C.IMPLEMENTATION, TRAINING, SECURITY & TECHNICAL SUPPORT |
| (10 Total Possible Points) |
File details come from the government source that posted it. Updated .