ABOUT US
Founded in 2006, the California Domestic Workers Coalition (CDWC) is the state’s leading voice for the more than 300,000 domestic workers in California. The CDWC is a domestic worker-led, statewide alliance of community-based organizations, domestic employers, worker centers, labor unions, faith groups, students, and policy advocates. Together with our members, we are advancing a movement for the rights and dignity of immigrant women workers by building power through legislative advocacy, grassroots organizing, and leadership development.
PROJECT OVERVIEW
CDWC is in the process of updating and centralizing our constituent relationship management and data analysis infrastructure; we have done some basic needs assessment and determined that Salesforce can meet our needs for relationship and participation tracking for programs and fundraising, as well as for reporting on data submitted to us by partner organizations.
We expect the project process to include:
BASIC SYSTEM REQUIREMENTS
BUDGET
The budget for this project is $50,000, expected to cover discovery, solution design, system build, and initial training and documentation.
Ongoing support, maintenance, and training is desired but will be scoped and budgeted separately. Any data migration (beyond the planning and advice mentioned above) will also be scoped and budgeted separately if needed.
TIMELINE OF ACTIVITIES
CONSULTANT QUALIFICATIONS
The right implementation partner for us:
In line with CDWC's commitment to diversity and inclusion, women, people of color, people with disabilities, and LGBTQ+ vendors are strongly encouraged to submit proposals.
TO RESPOND
Please answer the following questions in this Google form:
Responses must be submitted at or before 5 pm Pacific time on September 8, 2023. Contact Lizbeth Rivas at lizbeth@cadomesticworkers.org if you have any questions.
Founded in 2006, the California Domestic Workers Coalition (CDWC) is the state’s leading voice for the more than 300,000 domestic workers in California. The CDWC is a domestic worker-led, statewide alliance of community-based organizations, domestic employers, worker centers, labor unions, faith groups, students, and policy advocates. Together with our members, we are advancing a movement for the rights and dignity of immigrant women workers by building power through legislative advocacy, grassroots organizing, and leadership development.
PROJECT OVERVIEW
CDWC is in the process of updating and centralizing our constituent relationship management and data analysis infrastructure; we have done some basic needs assessment and determined that Salesforce can meet our needs for relationship and participation tracking for programs and fundraising, as well as for reporting on data submitted to us by partner organizations.
We expect the project process to include:
- Detailed discovery with staff that expands upon existing materials outlining organizational CRM needs
- Design of a Salesforce instance that meets CDWC’s needs and replaces current spreadsheets, form tools, and related data analysis tools
- Implementation of the designed Salesforce instance
- Facilitation of decision-making around data migration (e.g., what should be migrated using import tools vs manually entered vs left behind) and support subsequent planning (any data migration will be contracted separately after decisions are made)
- Staff training
- Initial system documentation
BASIC SYSTEM REQUIREMENTS
- High priority/first phase: Programs (surveys/aggregate data): Ingest data from partner organizations via a variety of survey forms and less formal collection methods and facilitate required data analysis
- High priority/first phase: Partner organization portal for submission of information and viewing analytics and other information; the portal must have an effective interface in both English and Spanish
- Medium priority/first phase: Organization-wide: Track individual and organizational contacts and key information about them and their participation in various activities and groups
- Medium priority/could be a little later: Programs (organizations and people): Maintain membership directories, track legislative advocacy work, track inquiries from and lightweight support given to individuals, track event registrations and attendance
- Low priority/can be later: Development: Track individual donors and fundraising efforts; track grant application and reporting deadlines and assets
- Low priority: Communications: Target, send, and track performance of outreach and advocacy emails to Salesforce contacts (currently done in ActionNetwork)
- These priorities are subject to change depending on campaign activities*
BUDGET
The budget for this project is $50,000, expected to cover discovery, solution design, system build, and initial training and documentation.
Ongoing support, maintenance, and training is desired but will be scoped and budgeted separately. Any data migration (beyond the planning and advice mentioned above) will also be scoped and budgeted separately if needed.
TIMELINE OF ACTIVITIES
- August 7-September 8 2023: RFI submission period
- September 11-October 31: Review of responses and candidate interviews
- By November 1: Partner selection announced
- By November 15: Partner contract begins
- May 2024 (proposed): System training and go live for first phase features
- Ongoing: Support and maintenance
CONSULTANT QUALIFICATIONS
The right implementation partner for us:
- Has deep knowledge of Salesforce’s functionality, capacity, best practices, and tradeoffs
- Has worked with nonprofit organizations and is knowledgeable about the Nonprofit Cloud vs the Nonprofit Success Pack and the pros and cons of each
- Knowledge of Translation Workbench and related best practices for maintaining some interface areas in two languages
- Is excellent at project management and client collaboration, including communicating about technical topics with non-technical stakeholders
- Takes a user-centered design approach that prioritizes usability and inclusivity
- Has demonstrated the ability to work with diverse teams
- Is experienced in training end users, producing end-user documentation, and otherwise communicating with organizational staff to prepare, equip, and support everyone across an organization in the successful adoption and use of new systems
In line with CDWC's commitment to diversity and inclusion, women, people of color, people with disabilities, and LGBTQ+ vendors are strongly encouraged to submit proposals.
TO RESPOND
Please answer the following questions in this Google form:
- How would you approach this project?
- What makes you feel you are a good fit for this project?
- Please tell us about your experience working with small organizations (15-20 staff) that run a wide variety of programs with different data needs.
- Please share bios of key staff or a link to a staff page on your website.
- Please provide 2-3 client references.
Responses must be submitted at or before 5 pm Pacific time on September 8, 2023. Contact Lizbeth Rivas at lizbeth@cadomesticworkers.org if you have any questions.
