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ImpactBase D7 Upgrade

ImpactBase

Drupal 7 Upgrade

Scope of Work and Request for Proposals


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CONTENTS

1. Introduction .......................................................................................................................................... 4

1.1. Organization .................................................................................................................................. 4

1.2. ImpactBase .................................................................................................................................... 4

2. Project Background ............................................................................................................................... 4

3. Scope ..................................................................................................................................................... 4

4. Current State ......................................................................................................................................... 5

4.1. Technical Description .................................................................................................................... 5

4.2. Functional Description .................................................................................................................. 9

4.2.1. Roles .......................................................................................................................................... 9

4.2.2. Contributor access .................................................................................................................. 11

4.2.3. Subscriber access .................................................................................................................... 14

4.2.3.1. Browse ................................................................................................................................ 17

4.2.3.2. Targeted Search .................................................................................................................. 18

4.2.3.3. Advanced Search ................................................................................................................. 19

4.2.3.4. Search Results ..................................................................................................................... 20

4.2.4. Administrator access ............................................................................................................... 24

4.2.4.1. Fund Approval ..................................................................................................................... 24

4.2.4.2. Masquerading ..................................................................................................................... 25

4.2.4.3. Click Tracking ....................................................................................................................... 25

4.2.4.4. Reports ................................................................................................................................ 26

4.2.4.5. Admin Search Results Export .............................................................................................. 26

4.2.5. E-mail Delivery System ............................................................................................................ 27


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4.2.6. CRM Integration ...................................................................................................................... 27

5. Project Timeline .................................................................................................................................. 28

6. Roles & Responsibilities ...................................................................................................................... 28

7. Proposal Evaluation and Timeline ....................................................................................................... 28

7.1. Qualifications and Experience ..................................................................................................... 28

7.2. Scope of Proposal........................................................................................................................ 29

7.3. Selection Process and Timeline ................................................................................................... 30


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1. INTRODUCTION

1.1. ORGANIZATION

The Global Impact Investing Network (GIIN) is a not-for-profit organization dedicated to increasing the scale and

effectiveness of impact investing. Impact investments are investments made into companies, organizations, and

funds with the intention to generate measurable social and environmental impact alongside a financial return.

1.2. IMPACTBASE

To provide transparency into the landscape of impact investment opportunities, the GIIN hosts ImpactBase, the

online global directory of impact investment funds and products. Currently, more than 2,000 accredited

investors have free subscriptions to ImpactBase, where they can search over 360 product profiles by geographic

focus, impact theme, asset class, and target financial return, among other categories. The GIIN strives to

increase both the number of investment products listed on ImpactBase, as well as the number of accredited

subscribers, through recruitment efforts within its network of existing and potential contacts, and by ensuring

the software on which ImpactBase is built is modern, user-friendly, and stable.

2. PROJECT BACKGROUND

ImpactBase was launched in 2011 to allow impact investors to search investment opportunities across impact

themes and asset classes via an on-line platform. The goals were to allow investors, intermediaries, and their

advisors to navigate the impact investing field better, and to facilitate both an increased ability to find and

execute impact investments, as well as to create new impact investing products.

ImpactBase offers basic profile information of funds and products – such as sector, geography, and target return

– as well as insight into the landscape of impact investment funds and products. Over the years, the ImpactBase

subscriber base has grown to over 2,000 accredited investors, who can view over 360 fund profiles.

ImpactBase was initially developed by a small software development firm, which continued to support the

platform from in its inception in 2011 through the end of 2014. In January 2015, GIIN selected another firm to

continue maintenance and support of ImpactBase; who this firm continues to service the platform today. The

site is built on Drupal 6.36, and makes use of a number of third-party modules as well as a few custom modules.

With Drupal 8 currently on the horizon, recognition `that the design and functionality of the current site is

dated, and the lessons learned from operating a Drupal 6 site for almost 5 years, the GIIN is interested in

investing in the strategic future of ImpactBase by pursuing an upgrade to Drupal 7 with a trusted vendor.

3. SCOPE

http://www.impactbase.org/


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The general scope of the engagement will be to preserve all existing functionality, data, user information, and

reports while upgrading Drupal core to version 7, and updating all dependent modules to current, stable

versions.

Efforts to pursue strategic re-engineering of modules and re-architecture of existing functionality should be

pursued during this process only when it is cost-effective, and in the best interest of the future stability of the

site. Some examples of these opportunities are:

UI update to modern, responsive design

Re-engineering of email delivery framework

Replacement of “subscription” module

Re-engineering of search result exports to spreadsheet

Improved search functionality

Improved admin reporting (Automation of canned reports that are currently created manually)

CRM integration

Further details on the features above will be described later in the document.

4. CURRENT STATE

4.1. TECHNICAL DESCRIPTION

ImpactBase runs on Drupal core version 6.36. The following modules are also enabled.

Package Name Version

Administration Administration menu (admin_menu) 6.x-1.9

CCK CCK Fieldgroup Tabs (cck_fieldgroup_tabs) 6.x-1.2

CCK Computed Field (computed_field) 6.x-1.0

CCK Content (content) 6.x-2.10

CCK Content Copy (content_copy) 6.x-2.10

CCK Content Taxonomy (content_taxonomy) 6.x-1.0-rc2

CCK Content Taxonomy Autocomplete (content_taxonomy_autocomplete) 6.x-1.0-rc2

CCK Content Taxonomy Options (content_taxonomy_options) 6.x-1.0-rc2

CCK Content Taxonomy Tree (content_taxonomy_tree) 6.x-1.0-rc2

CCK Email (email) 6.x-1.4

CCK Fieldgroup (fieldgroup) 6.x-2.10

CCK FileField (filefield) 6.x-3.13

CCK ImageField (imagefield) 6.x-3.11

CCK Link (link) 6.x-2.11

CCK Multiselect (multiselect) 6.x-1.7


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CCK Node Reference (nodereference) 6.x-2.10

CCK Node Reference URL Widget (nodereference_url) 6.x-1.11

CCK Number (number) 6.x-2.10

CCK Option Widgets (optionwidgets) 6.x-2.10

CCK Text (text) 6.x-2.10

Chaos tool suite Chaos tools (ctools) 6.x-1.13

Content Profile Content Profile (content_profile) 6.x-1.0

Core - optional Contact (contact) 6.36

Core - optional Database logging (dblog) 6.36

Core - optional Help (help) 6.36

Core - optional Menu (menu) 6.36

Core - optional Path (path) 6.36

Core - optional Search (search) 6.36

Core - optional Statistics (statistics) 6.36

Core - optional Syslog (syslog) 6.36

Core - optional Taxonomy (taxonomy) 6.36

Core - optional Trigger (trigger) 6.36

Core - optional Update status (update) 6.36

Core - optional Upload (upload) 6.36

Core - required Block (block) 6.36

Core - required Filter (filter) 6.36

Core - required Node (node) 6.36

Core - required System (system) 6.36

Core - required User (user) 6.36

Date/Time Date (date) 6.x-2.10

Date/Time Date API (date_api) 6.x-2.10

Date/Time Date Timezone (date_timezone) 6.x-2.10

Faceted Search Author Facet (author_facet) 6.x-1.0-beta3

Faceted Search CCK Computed Facets (computed_facets) 6.x-1.x-dev

Faceted Search CCK Date Facets (date_facets) 6.x-1.x-dev

Faceted Search CCK Facets (cck_facets) 6.x-1.x-dev

Faceted Search CCK Number Facets (number_facets) 6.x-1.x-dev

Faceted Search CCK Text Facets (text_facets) 6.x-1.x-dev

Faceted Search Faceted Search (faceted_search) 6.x-1.0-beta3

Faceted Search Faceted Search UI (faceted_search_ui) 6.x-1.0-beta3

Faceted Search Faceted Search Views (faceted_search_views) 6.x-1.0-beta3

Faceted Search Field Keyword Filter (field_keyword_filter) 6.x-1.0-beta3

Faceted Search Taxonomy Facets (taxonomy_facets) 6.x-1.0-beta3

Features Features (features) 6.x-1.2+19-dev


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Form Elements Hierarchical Select (hierarchical_select) 6.x-3.9

Form Elements Hierarchical Select Content Taxonomy (hs_content_taxonomy) 6.x-3.9

Form Elements Hierarchical Select Flat List (hs_flatlist) 6.x-3.9

Form Elements Hierarchical Select Small Hierarchy (hs_smallhierarchy) 6.x-3.9

Form Elements Hierarchical Select Taxonomy (hs_taxonomy) 6.x-3.9

Form Elements Hierarchical Select Taxonomy Views (hs_taxonomy_views) 6.x-3.9

ImageCache ImageAPI (imageapi) 6.x-1.10

ImageCache ImageAPI GD2 (imageapi_gd) 6.x-1.10

ImpactBase Custom Module (custom)

ImpactBase Custom Module 2 (custom2)

ImpactBase Custom Module 3 -- v1.2 (custom3)

ImpactBase Custom Module 4 -- v1.3 (custom4)

ImpactBase Giin Module (giin)

ImpactBase IB core (ib_core)

ImpactBase IB Funds browser (ib_funds_browser)

ImpactBase IB GIIN data (ib_giin_data)

ImpactBase IB Mandrill (ib_mandrill)

ImpactBase ImpactBase Click Tracking (impact_click_track)

ImpactBase ImpactBase Mail Logger (impact_mail_logger)

Mail HTML Mail (htmlmail) 6.x-2.64

Mail Mail System (mailsystem) 6.x-2.34

Mail Mime Mail (mimemail) 6.x-1.4

MailChimp Mailchimp (mailchimp) 6.x-2.6

MailChimp Mandrill (mandrill) 6.x-1.0-beta1

Messaging Messaging (messaging) 6.x-2.4+3-dev

Messaging Messaging Mime Mail (messaging_mime_mail) 6.x-2.4+3-dev

Notifications Content Notifications (notifications_content) 6.x-2.3

Notifications Notifications (notifications) 6.x-2.3

Notifications Notifications UI (notifications_ui) 6.x-2.3

Notifications Notifications Views (notifications_views) 6.x-2.3

Notifications Taxonomy Notifications (notifications_tags) 6.x-2.3

Other AddThis (addthis) 6.x-3.0-beta2

Other Advanced help (advanced_help) 6.x-1.3

Other Autoload (autoload) 6.x-2.1

Other Automatic Nodetitles (auto_nodetitle) 6.x-1.2

Other Backup and Migrate (backup_migrate) 6.x-2.8

Other Better Formats (better_formats) 6.x-1.2

Other CCK Field Indexer (cck_field_indexer) 6.x-1.0

Other Checkbox Validate (checkbox_validate) 6.x-2.1


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Other Clone module (clone) 6.x-1.3

Other Diff (diff) 6.x-2.3

Other Favorites (favorites) 6.x-1.7

Other Field Indexer (field_indexer) 6.x-1.0

Other Frequently Asked Questions (faq) 6.x-1.13

Other IMCE (imce) 6.x-2.7

Other Libraries (libraries) 6.x-1.0

Other LoginToboggan (logintoboggan) 6.x-1.11

Other Masquerade (masquerade) 6.x-1.9

Other Maxlength (maxlength) 6.x-2.0-beta2

Other Menu Block (menu_block) 6.x-2.4

Other Menu Trails (menutrails) 6.x-1.1

Other Nice Menus (nice_menus) 6.x-2.1

Other Pathauto (pathauto) 6.x-1.6

Other Private Download (private_download) 6.x-1.5

Other Read Only Mode (readonlymode) 6.x-1.2

Other RoleAssign (roleassign) 6.x-1.0

Other String Overrides (stringoverrides) 6.x-1.8

Other Strongarm (strongarm) 6.x-2.2

Other Tabs (tabs) 6.x-1.3

Other Taxonomy Manager (taxonomy_manager) 6.x-2.3

Other Term Display (term_display) 6.x-1.1

Other Token (token) 6.x-1.19

Other Token actions (token_actions) 6.x-1.19

Other uc expiry (uc_expiry) 6.x-1.1

Printer, email and PDF versions PDF version (print_pdf) 6.x-1.19

Printer, email and PDF versions Printer-friendly pages (print) 6.x-1.19

Printer, email and PDF versions Send by email (print_mail) 6.x-1.19

Spam control Honeypot (honeypot) 6.x-1.18

Statistics Google Analytics (googleanalytics) 6.x-4.1

Statistics Statistics Granularity (statistics_granularity) 6.x-1.0

Ubercart - core Cart (uc_cart) 6.x-2.14

Ubercart - core Conditional Actions (ca) 6.x-2.14

Ubercart - core Order (uc_order) 6.x-2.14

Ubercart - core Product (uc_product) 6.x-2.14

Ubercart - core Store (uc_store) 6.x-2.14

Ubercart - core (optional) Payment (uc_payment) 6.x-2.14

Ubercart - core (optional) Product attributes (uc_attribute) 6.x-2.14

Ubercart - core (optional) Reports (uc_reports) 6.x-2.14


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Ubercart - core (optional) Roles (uc_roles) 6.x-2.14

Ubercart - extra Add to Cart Tweaks (uc_atctweaks) 6.x-1.0

Ubercart - extra Cart Links (uc_cart_links) 6.x-2.14

Ubercart - extra Google Analytics for Ubercart (uc_googleanalytics) 6.x-2.14

Ubercart - extra Ubercart Addresses (uc_addresses) 6.x-1.0

Ubercart - extra Ubercart Product Triggers (uc_product_triggers) 6.x-1.0-beta3

Ubercart - extra UC Restrict Qty (uc_restrict_qty) 6.x-2.0

Ubercart - payment Credit card (uc_credit) 6.x-2.14

Ubercart - payment Free Order (uc_free_order) 6.x-1.0-beta4

Ubercart - views Ubercart Views (uc_views) 6.x-3.3

Ubercart - views Ubercart Views Addresses (uc_views_addresses) 6.x-3.3

User interface BeautyTips API (beautytips) 6.x-2.0+22-dev

User interface BeautyTips UI (beautytips_ui) 6.x-2.0+22-dev

User interface CKEditor (ckeditor) 6.x-1.15

User interface jQuery Update (jquery_update) 6.x-2.0-alpha1

Views Better Exposed Filters (better_exposed_filters) 6.x-2.0-beta1

Views Bonus: Views Export (views_bonus_export) 6.x-1.1

Views Views (views) 6.x-2.18

Views Views Bulk Operations (views_bulk_operations) 6.x-1.16

Views Views Data Export (views_data_export) 6.x-2.0-beta7

Views Views Export xls (views_export_xls) 6.x-1.x-dev

Views Views Slideshow (views_slideshow) 6.x-2.4

Views Views Slideshow: SingleFrame (views_slideshow_singleframe) 6.x-2.4

Views Views UI (views_ui) 6.x-2.18

Webform Webform (webform) 6.x-3.23

Workflow Workflow (workflow) 6.x-1.5

Workflow Workflow access (workflow_access) 6.x-1.5

Workflow Workflow required fields (wf_required_fields) 6.x-1.0

4.2. FUNCTIONAL DESCRIPTION

4.2.1. ROLES

ImpactBase is largely a role-based system, requiring users to have accounts and access rights to perform any

meaningful tasks on the site. There are four main roles:

User – User signs up for an account on ImpactBase, but has not yet registered as Contributor or Subscriber.

These basic users have very limited access to functionality until they register as either a Contributor or

Subscriber.


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Contributor – Typically a fund manager, a contributor posts product content for subscribers to browse through,

after profile has been approved by Administrator. A contributor can also the complete accredited investor

questionnaire and obtain Subscriber rights (see below).

Subscriber – User that has completed the accredited investor questionnaire, passed the criteria for being an

accredited investor, and completed the Investment Interests section of the registration process. Subscribers can

browse and search funds that contributors have posted.

(Note: Subscribers can be granted an additional role of Premium Subscriber if they are employed by an

organization that is a GIIN Member. Premium subscribers have additional permissions such as the ability to

export search results in spreadsheet form.)

Administrator – Manages user accounts, edits content, approves funds, run reports.

After creating a General account on ImpactBase, users are prompted to register for Contributor or Subscriber

access.

http://www.thegiin.org/membership/


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4.2.2. CONTRIBUTOR ACCESS

An ImpactBase contributor must first input information about the firm they represent, for example:


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Fund manager/firm name

HQ location

Incorporation year

Assets under Management (AUM)

Firm History

Investment Professional contact and bio information

Firm mailing and contact information

(Note: An existing limitation of the system is that every new contributor must complete a firm profile, even if the

firm already exists in ImpactBase. When there are multiple funds managed by a single firm and each fund

profile is being created by a different employee, this requirement creates duplicate profiles for the firm. Ideally,

the system should be able to link multiple contributors from a single firm to one firm profile, while still

maintaining the ability to control permissions on individual fund profiles at the Contributor level, as opposed to

firm level.)

After entering his/her firm information, a contributor can enter information for one or more funds to be

published on the platform. Funds can be kept as draft as the contributor works on the profile, but must be

submitted for administrator approval before funds are visible to subscribers.

Fund information provided by Contributors falls broadly into six categories:

1. Overview

2. Impact

3. Financial

4. Lead Investment Professional

5. Contact Information

6. Mailing Information


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Contributors also have access to a dashboard that contains a summary of data on ImpactBase in general, as well

as key metrics about their specific funds.


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4.2.3. SUBSCRIBER ACCESS

In order to browse and search approved profiles that have been submitted by Contributors, an ImpactBase user

must first be granted Subscriber access. Gaining Subscriber access to ImpactBase requires four steps:


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Complete Accredited Investor Questionnaire

Complete investment interests form

Supply user information

Confirm order


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After completing these steps, a User is granted Subscriber access and is able to take advantage of the majority of

functionality on ImpactBase, which for the most part involves browsing, searching, and viewing funds.

ImpactBase has three major types of search functionality: Browse, Targeted Search, and Advanced Search.

4.2.3.1. BROWSE

Browse allows the subscriber to first select a fund profile category and then refine the results further on a

subsequent page. An open text search is also available in the Browse feature.


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4.2.3.2. TARGETED SEARCH

Targeted Search differs from Browse in that multiple categories can be selected from the outset. This is

accomplished using drop-downs for each of the various fund categories.


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4.2.3.3. ADVANCED SEARCH

Advanced Search is the most flexible type of search, allowing multiple selections across each of the categories,

along with selectable any, all, or none criteria.


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4.2.3.4. SEARCH RESULTS

All three types of searches listed above display their results in the same results view. Some of the columns

(Target AUM, Committed Capital, Minimum Investment Required, Average Investment Size) in the results view

are sortable.


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Note: Users that have been granted the Premium Subscriber role (i.e. users belonging to organizations that are

GIIN members) are able to download a summary of the search results in spreadsheet form, using the links above

the search result grid.

Clicking on any of the Fund / Product Name links in the leftmost column directs the user to the appropriate

individual fund profile page.

Individual profile pages feature the fund information that was provided by Contributors (and approved by the

administrator). Fund information is organized into the following tab-separated sections:

Fund/Product Overview

Impact

Financial

http://www.thegiin.org/the-network/


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Mailing Information

In the right sidebar, Subscribers can subscribe to email updates to alert them to changes in the fund/product

being viewed, or when the firm posts a new fund or product. Subscribers can also use the links in the right

sidebar to contact key personnel at the firm.


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Subscribers also have access to a basic dashboard with a summary of the data on ImpactBase, as well as quick

links to the various searches.

4.2.4. ADMINISTRATOR ACCESS

Administrators have access to a range of functions that are useful for operating the site on a day-to-day basis.

There are typically 1-2 administrators on GIIN staff, in addition to the technology solution provider.

4.2.4.1. FUND APPROVAL

Profiles submitted for approval appear in a workflow queue. Draft funds are accessible in this view as well.


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To approve a fund, click “EDIT” while on a fund page. Administrators can make changes as needed, or select “Approved/Published” when ready to publish.

4.2.4.2. MASQUERADING

Administrators have the ability to “masquerade” as another user. This allows Administrators to see how the

system and interface appear to another user when they are logged in to ImpactBase.

4.2.4.3. CLICK TRACKING

Administrators can track the clicks on a particular profile by clicking “Track” when viewing any fund.


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4.2.4.4. REPORTS

There are a number of reports that are available in the Drupal admin menu, that assist in monthly reporting.

These are generally available in CSV, Excel (HTML), and Excel (XML) formats.

Description of Excel Downloadable Data

Drupal Admin Taskbar Selection / Dropdown Menu

Page Name

Download Button Description & Location

Download Frequency

Data from all firm profiles GIIN Admin Settings > All Firm Data

Orange “CSV” button, lower left

Quarterly, or as monitored

Data from all fund/product profiles

GIIN Admin Settings > All Fund Data

Orange “XLS” button, lower left

Monthly, for archive

Data about fund/product profile activity (e.g. page views)

GIIN Admin Settings > Funds With Dates



Subscriber clicks on firm or vehicle profile emails

GIIN Admin Settings > ImpactBase Referrals

“Export”, upper left Quarterly, or as monitored

Data on all subscriber demographics and interests

GIIN Admin Settings > Subscriber Info



Data on all users User management > GIIN Users Orange “XLS” button, lower left


There are a few “enriched” reports that are created offline in Excel, using the above reports as inputs.

Automating these reports is on our wish list, and can be discussed as part of the engagement.

4.2.4.5. ADMIN SEARCH RESULTS EXPORT

Similar to the Premium Subscriber export feature, Admin users are able to export search results in spreadsheet

form. The admin export contains more columns than the Premium Subscriber export.


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4.2.5. E-MAIL DELIVERY SYSTEM

The system automatically generates and sends a number of e-mails based on triggering events. The e-mail

delivery framework has been built up in a piecemeal fashion over time, and presents a good opportunity for re-

engineering. An activity to delegate e-mail sending to the Mandrill service is currently underway.

Email Description

Core Registration Initial sign-up email

Password Recovery Notification to User who requested password reset

UC Order Email (User) Notification to Subscriber who completed enrollment

UC Order Email (Admin) / "New Order" email Admin notification of Subscriber sign-up

Miss a quarter, miss a lot Notification to Subscriber who has not logged in for 90 days

Profile getting stale Notification to Contributor who has not updated fund in 90 days

Draft Status email Notification to Contributor who has a fund in draft status

Email for Fund Approved Notification to Contributor for whom Administrator has approved a fund

Update for Fund Email Notification to Subscriber who has signed up for fund notifications

4.2.6. CRM INTEGRATION


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The GIIN is currently pursuing an initiative to increase Salesforce adoption across the organization. In an ideal

world, firms and funds created in ImpactBase would automatically sync with the GIIN Salesforce org. In the

interim, however, we have devised a way to take the firm and fund exports (see Section 4.2.4.4.) and load them

into Salesforce via a monthly manual process.

One struggle that plagues this effort is the fact is that a new firm node is created for every contributor that signs

up for ImpactBase (see Section 4.2.2), regardless of whether the firm already exists in ImpactBase. Ideally there

would be one firm object that could be used for multiple individuals at the same firm, and this object could be

used as the canonical firm reference in our CRM platform.

5. PROJECT TIMELINE

Below is an estimated timeline for the RFP Process and Drupal 7 upgrade. The GIIN aims to move expediently

toward the selection of a vendor, while taking a thoughtful approach to due diligence and the selection

process.

November 2, 2015: Deadline for vendors to submit a formal proposal . (see additional details in Section

7.1)

October 12-November 2, 2015: The GIIN to engage vendors interested in submitting a proposal to clarify

project requirements and discuss scoping, budget and time and estimatesNovember 9-December 7 2015:

The GIIN to review proposals and select vendor . We will aim to sign the engagement contract soon after a

vendor has been selected.

January 1-June 30, 2016: Technology Manager to supervise vendor to implement system changes. This

also includes user acceptance testing, verification, and feedback from Technology and ImpactBase Program

Manager

July 2016: Target Launch for new site (July 2016). Exact timing will depend on project requirements and will

be reviewed with selected vendor.

6. ROLES & RESPONSIBILITIES

GIIN’s Technology Manager will lead the Drupal 7 implementation and serve as the primary relationship manager for the consulting partner, providing support and oversight. GIIN’s ImpactBase Program Manager will also be a key member of the project and closely involved, especially in providing input for business processes. A member of the GIIN’s Senior Management will oversee progress of the project.

7. PROPOSAL EVALUATION AND TIMELINE

7.1. QUALIFICATIONS AND EXPERIENCE


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The GIIN seeks to collaborate and build a relationship with a Drupal 7 partner with the following qualifications:

a) Values: Basic understanding of the goals, mission, and values of the GIIN

b) Capabilities: Capacity to execute on the scope of work outlined above, with explicit articulation about

portions of the work that might be delegated to a sub-contractor or other vendor(s)

c) Track record: Substantial and successful experience in Drupal development that is relevant to the requirements of this project. Prior experience working with similar non-profits a plus. Experience integrating Drupal sites and Salesforce strongly preferred.

d) Effective time management: Ability to manage a project according to an agreed-upon schedule, with

clear communication in advance of any scenarios that might cause delays. The GIIN will expect the selected vendor to demonstrate incremental progress in advance of public deliverables

e) Responsiveness and effective relationship management: Client-focused approach and commitment to

quality service and clear, proactive communication with client

f) Value for money: Ability to deliver high value with cost effectiveness

7.2. SCOPE OF PROPOSAL

Interested firms are invited to submit a proposal outlining their anticipated approach to the scope of work

outlined in this document. All proposals must include:

1) Core information related to the project requirements a) High-level plan for detailed requirements discovery, if applicable b) Possible approaches for refactoring or rebuilding current Drupal 6 instance (including data migration

activities where appropriate)

2) Budget and Timeline

a) Project budget, itemized where applicable

b) Estimated timeline, with outline of phases of work

c) Estimates of anticipated ongoing or incidental costs post-launch , itemized where appropriate. 3) Software Development

a) Descriptions of any custom software required for the project b) Subcontractor engagement, if applicable, for software development services c) Exclusive rights and intellectual property rights granted to GIIN for use/maintenance of any custom

software developed


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4) Testing, Quality Assurance, Handover a) A well-defined quality assurance plan, including testing and defect resolution responsibilities b) Criteria for hand-off of the final system c) Plan for post-release support and defect resolution

5) Vendor background

a) Agency background

b) Relevant experience and core competencies

c) Qualifications of the staff team

d) Client references

7.3. SELECTION PROCESS AND TIMELINE

Proposals and interim questions should be submitted electronically by November 2, 2015 to Arjun Reddy, GIIN Technology Manager, at [email protected] GIIN staff will be available for questions and clarifications requested from interested vendors from October 12, 2015 to November 2, 2015.

The vendor selection process and ongoing engagement will be managed by GIIN’s Technology Manager and

senior management. Merits of the firm, the proposal, and cost competitiveness will all factor in the selection

process. Firms that have submitted a proposal may be contacted for follow-up questions as needed, and the

selected firm will be notified by December 2015. All other candidates will be notified shortly thereafter.

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ImpactBase D7 Upgrade - The GIIN brochures/ImpactBase... · With Drupal 8 currently on the horizon, ... Other Backup and Migrate (backup_migrate) 6.x-2.8 ... ImpactBase D7 Upgrade