WBG CHARITABLE GIVING PLATFORM

  • Solicitation Number: RFP 18-0148
  • Issue Date: Oct 23,2017
  • Closing Date: Nov 27,2017

CLOSING DATE AND TIME: NOVEMBER 27, 2017 @ 1.00 PM EST

Background

The Community Connections Campaign (CCC) is the World Bank Group’s workplace giving program, running each year between November and December. Through the CCC, World Bank Group staff, consultants, and retirees donate to over 300 nonprofits solving issues of poverty and inequality in DC and around the world and have their gifts matched. Staff can also donate to the World Bank Community Connections General Fund to support larger impact grants in the DC area.

The CCC is the most visible way that staff give back to their local communities and has grown rapidly over the past 15 years from 49% staff participation and $1.4 million donated in FY10, to 75% staff participation and $3.2 million donated in FY17 – excluding the WBG corporate matching donation. In this same period, online giving has become not only accepted, but expected. The need for an electronic giving option for the Community Connections Campaign (CCC) has thus reached a critical point.

Currently, the (CCC) facilitates donations from staff through eGive – a homemade, in-house donation platform built within the WBG on the PeopleSoft HR system. While staff in the Bank’s IT department provide pro-bono support to update the platform each year, over the course of 15 years eGive has not been able to keep up with the pace of technological change and, for example, is unable to offer an electronic giving option to users.

The eGive system currently allows WBG staff to give via payroll deduction or check, depending on contract type. While staff can give via payroll deduction, consultants and retirees must give via check because they are not within the payroll system. Manually processing checks is becoming unsustainable as interest in the CCC grows amongst retirees and consultants. In FY05, the CCC received just over 200 checks. However, last year the team received nearly 1,000 checks. As checks become more and more obsolete, the lack of an alternative giving option has become the primary complaint CCC program staff receive, not just from consultants and retirees, but from staff. The CCC program team believes that offering an alternative will decrease the number of checks received while also making it easier for consultants and retirees to pledge, thus raising more money for the worthy causes on the CCC charity list and decreasing the likelihood of processing errors due to the mail and manual input of checks.

In addition to the lack of credit card payment, the other main complaint CCC staff receive is the need for global coverage. Currently, the team covers 50% of country office staff, but due to capacity and budget limitations, has not been able to expand. The team currently has a waiting list of 15 country offices who have expressed interest in the campaign. While the team works with Tech Soup Global and NGOk to provide vetting of international NGOs, a platform that is able to take and disburse pledges to nonprofit organizations globally will allow the CCC to finally expand its reach.

Lastly, the CCC team is hoping to find a platform that can provide an integrated solution for all its program areas: volunteerism, grant management, and disaster relief. A contact management platform, that allows the team to send out targeted messages to internal and external contacts, is also desired.

Attempts to find in-house solutions to these problems have thus far been fruitless. The Community Connections Program is thus seeking an external vendor that specializes in online giving that can offer a cutting edge, secure, and user-friendly electronic giving platform. Finding a solution to the electronic payment option will allow the CCC to increase its donations, provide a more inclusive campaign with a uniform platform, decrease risks associated with manual processing of pledges, and join the current pace

of technological innovation in corporate philanthropy programs.

The WBG Charitable Giving Platform RFP may be obtained by sending an email to the designated Category Manager, referencing the following information:

1.   Solicitation Number

2.   Company Name

3.   Contact Person Name and Title

4.   Address

5.   Telephone Number

6.   Contact's Email Address

Access to the Test Collections will be sent to organizations that have replied to and are eligible to receive this advertisement. All requests and questions regarding this solicitation shall be directed to the following designated Corporate Procurement Category Manager:

Lily Cheung @ lcheung@worldbank.org

The WBG reserves the right to publicly disclose contract award information, including but not limited to, name of company receiving the award, brief description of services, and contract award amount, for any contract award valued over US$250,000.  Offeror's proposal and contractual documents will remain confidential and therefore not subject to disclosure. 

The World Bank reserves the right to reject any or all responses without recourse.