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Posted: Wednesday, May 24, 2017 12:07 AM

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Request for Proposal

 

PROJECT: Database Analysis and Development

 

1. Introduction/Background  

United Way of Greenville County (UWGC) has been a leading nonprofit organization in Upstate South Carolina since its founding in 1922.  Its commitment in 2003 to a community impact agenda began a journey that focuses on creating a Cycle of Success for everyone in Greenville County.  The cycle begins with children who start school prepared to learn and go on to graduate; these well-educated graduates find good jobs and create stable homes; and children from stable homes continue the cycle because they start school on track and are prepared for success.  The Cycle of Success currently focuses on funding partner programs and measuring outcomes in four strategic areas: School Readiness, High School Graduation/Post High School Success, Financial Stability, and critical Life Essential programs. 

The next phase of this journey strives for greater community impact by harnessing the efforts of our individual partners in a more collaborative and collective manner.  As a leader in Greenville County that brings people together, UWGC serves as a community convener and integrator that encourages partners to agree to a common agenda, to use a shared measurement system, to conduct activities that are mutually reinforcing, and to ensure continuous communication among community stakeholders (the elements of Collective Impact). 

UWGC has initiated a data startup that seeks to use predictive analysis and business intelligence practices to identify a pathway out of poverty. To date, we have selected a small group of providers to pilot this startup by providing us access to their individual client-level data. Since September of 2016, we have been collecting and assessing this information and reporting our findings back to our partners. The objective of this project is to identify the cost and pathway from financial instability to self-sufficiency.

2.  Project Scope

14organizations are presently sending individual level data packets to United Way on a regular monthly basis via a secure file share program. This cohort is a pilot, and United Way has the intention to scale this project out to a larger group of partners. These packets include all legally shareable information collected by those organizations at the individual level. There is not a standardized format, as these sets of data are exported from the partner agencies’ databases. For this project, United Way seeks to answer specific research questions from this data including, but not limited to:

  • How many individuals are accessing more than on organization (and which organizations)?
  • How many individuals are achieving specific outcomes in employment, employment training, financial literacy, and/or access to financial products?
  • With which organization(s) are these individuals achieving these outcomes?
  • How many individuals have achieved financial self-sufficiency as defined by:
    • Earning a self sufficient wage (determined by Self Sufficiency Standard for SC);
    • Credit score above 650;
    • Debt/income ratio of 40% or below;
    • Spending less than 40% AGI on housing; and
    • 3 months expenditures in savings

The scope of this project is to assess the current technological processes and capacity of UWGC and make recommendations for improving data collection and analysis procedures.

After assessing current capacities, the selected applicant will then enact these recommendations and develop a predictive analysis process that will streamline our analysis procedure.

The procedure must 1) display information in an easy to comprehend format that updates (through minimal effort) with incoming monthly data packets; 2) be maintainable through minimal or reasonable effort; 3) be set up such that new data can be brought in and new research questions posed to the data set.

3.  Proposal Components

All proposals must include proposed costs to complete the tasks described in the project scope.  Bidders should provide the following items as part of their proposal for consideration:

  • Proposal of project design
  • Any potential software licensing and hardware costs
  • Description of experience conducting similar projects
  • 1-2 examples that illustrate the quality of previous projects completed
  • Testimonials or references from past clients
  • Timeline of key deliverables
  • Project management methodology
  • Disclosure of any potential and/or perceived conflicts of interest

4. Project Timeline 

The following is a proposed project timeline. Actual milestones and deliverables are negotiable.

Milestones and Major Activities    

Date                                                                   

Letter of Intent due

May 5

Informational calls with interested bidders

Week of May 8

Full proposal due

May 17

Interviews with applicants

Week of May 22

Contract with Researcher Executed

June 2

Meet to Review Scope of Work and Agree to Deliverables and Detailed Timeline

Week of June 5

Preliminary Assessment Conducted

 June 5– June 23

Review Draft Assessment and Suggest Improvements

June 26

Develop Database based on Assessment

June 26– September 5

Present Final Product to UWGC

Week of September 11

Contract Ends

September 15

5. Proposal Timeline

Letters of Intent will be received through May 5, 2017. Evaluations and interviews will be completed by May 22, 2017.  The selection decision for the winning proposal will be made by June 2, 2017.

For questions or more information, please contact John Concklin, Director of Impact Innovation, at jconcklin@unitedwaygc.org or 864-467-3531.

All letters of intent are due to jconcklin@unitedwaygc.org by May 5, 2017 at 5:00pm EST. 


• Location: Greenville

• Post ID: 16920383 greenville
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