FUNDRAISING & DEVELOPMENT MANAGEMENT SERVICES FOR THE NATIONAL ASSOCIATION OF REAL ESTATE BROKERS SUMMARY OF REQUEST The National Association of Real Estate Brokers (NAREB), a 501(c)(6)non-profit trade corporation is seeking proposals from highly qualified fundraising and development firms and professionals for NAREB beginning with fiscal year October 1, 2017. The contract will be for a 1 year period with the option to extend for an additional year. To be considered, a proposal must be received via email in Adobe Acrobat PDF or Microsoft Word format on or before Friday, July 21, 2017 at 3:00 pm EST at the following email address: firstname.lastname@example.org.
Questions should be directed to Antoine Thompson, Executive Director at 301-552-9340. I. Background of the National Association of Real Estate Brokers The National Association of Real Estate Brokers (NAREB) was formed in 1947 by chartered African American real estate professionals out of a need to secure the right to equal housing opportunities, regardless of race, creed, or color. For more than 60 years, NAREB has participated in meaningful legal challenges and has supported legislative initiatives that ensure the availability of fair and affordable housing for all Americans. The National Association of Real Estate Brokers, (NAREB), is a Real Estate Professional trade organization. We have local chapters across the country who embrace our ideals and mission of “promoting democracy in housing”.
II. SCOPE OF WORK TO BE PERFORMED AND STANDARDS TO BE FOLLOWED The firm selected will be responsible for providing the following services for a period of one year with an option to extend the contract for an additional one-year contract period. Services that may be required from the contractor include:
1. Draft and/or review funding proposals and solicitations. 2. Advise on corporate, public and private sector funding strategies for NAREB. 3. Assist in the development of sponsorship opportunities. 4. Assist in preparing tasks and timelines for specific NAREB goals. 5. Maintain excellent communication and relationship with existing and potential funders and corporate partners of NAREB. 6. Build long term relationships with key stakeholders. 7. Assist with sponsorship and grants management. 8. Create an event and program Annual Sponsorship packet/kit for NAREB 9. Create sponsorship kit/packet for select NAREB events and activities as requested by the NAREB President and Executive Director. 10. Assist with sponsorship and grants management. 11. Schedule periodic meetings with the NAREB’s National Partner Advisory Board and or a similar entity.
The Fundraising, Development and Relationship will be responsible for reviewing other documents, funding proposals and concepts as requested by the President and the NAREB Executive Director. The Fundraising, Development and Relationship Manager will also attend special meetings at the request of NAREB President or the Executive Director on an "as needed" basis on specific matters and will also be required to be available for regular phone conferences as needed. The Fundraising, Development and Relationship Manager may be asked to facilitate meetings in person or via telephone or video conferencing with potential funders and other stakeholders and will make himself/herself available for consultation with NAREB staff members on such matters as they may wish to discuss with him/her. Some examples of consultations conducted in the past included assisting: a. Staff in maintaining compliance with sponsorship and grant regulations; b. Staff in developing contracts and other documents; c. Staff in resolving sponsorship and funder disputes; d. the Board of Directors and staff in developing policies and procedures for applying, receiving, spending and distributing sponsorship and other funds. The Fundraising, Development and Relationship Manager may also be asked to facilitate meetings in person or via telephone or video conferencing.
PROPOSAL REQUIREMENTS The following must be received by the proposal due date or the firm will not be considered: 1. Title Page – the title page shall show the proposal subject, the firm’s name, address, contact person, and the firm’s license number and state(s) of license and federal identification number.
2. Cover Letter – The cover letter should briefly state the proposer’s understanding of the work to be performed, commitment to perform the work and statements as to why the proposer believes that their Firm is the best qualified firm to perform the engagement. The cover letter should also include a statement that the offer is a firm and irrevocable offer for 120 days and should be signed by an official of the Firm that is authorized to commit the firm to the contents of the proposal. 3. Table of Contents
4. Firm’s Qualifications a. Qualifications and Related Experience - Sufficient information should be provided regarding qualifications of the firm to provide the requested scope of work. b. Provide a listing of non-profit and trade association experience (current and former) over the past 5 years that may be contacted as references. This section should include the nature of the services being provided and a short description of the client. This section should not be more than two pages.
5. Personnel Qualifications Submit resume of the proposed Fundraising, Development and Relationship Manager, and any additional personnel that might be assigned to the engagement. The resume should include a description of the individual's general qualifications and experience, availability, as well as experience in the not for profit and trade associations, fundraising, grant-writing and management, event and meeting planning.
6. Fees/ Billing and Payment The firm shall provide with its proposal the proposed fee including any retainer and hourly rate. The nature of the fee (i.e. fixed, estimated, etc.) and anticipated billing schedule should also be described along with the potential for increase/decrease in subsequent years should the Firm be reappointed. Services that will incur additional charges should be clearly spelt out. Any additional billings or fees for other service must be preapproved. IV. Evaluation Criteria The below factors will be used when evaluating the proposals. The factors are not listed in order of importance. ? Responsiveness to Request for Proposal specifications ? Project cost ? Qualifications of firm ? Qualifications and experience of the staff to be assigned to the project ? References ? Demonstrated capability to perform the type of work requested During the evaluation process, NAREB reserves the rights to request additional information or clarifications from proposers and the right to reject any or all proposals. Proposals will be evaluated by a panel and the most qualified firm(s) may be requested to make oral presentations. Issuance of the Request for Proposal does not commit NAREB to award a contract. NAREB reserves the right to reject any and all proposals, in whole or in part, to waive any formalities, and to re-advertise or to discontinue this process without any prejudice. There is no expressed or implied obligation for NAREB to reimburse responding firms for any expenses incurred in preparing proposals in response to this request. As a courtesy, we would appreciate a response even if you decline to submit a proposal.
The National Association of Real Estate Brokers (NAREB) was formed in 1947 to secure the right to equal housing opportunities for all regardless of race, creed, or color, under its banner of Democracy in Housing. The purpose of NAREB is to enhance the economic improvement of its members, the community at large, and the minority community which it serves. To unite those engaged in the recognized b...ranches of the real estate industry including brokerage, management, mortgage financing, appraising, land development, home building, and allied fields for the purpose of exerting influence on real estate interests. NAREB has 90 chapters located nationwide and publishes bi-annually The State of Housing in Black America (SHIBA) Report. Visit www.nareb.com for more information.