Request for Proposal (RFP) reputed company System Enhancement & Optimization

Request for Proposal (RFP) reputed company System Enhancement & Optimization

* Submission Instructions *

• RFP must be submitted reputed company email only. Do not submit resume on reputed company.

Submit to: Dr. Ahmed Naguib – anaguib@umojacommunity.org

• Format: PDF reputed company Email
• Deadline: 9/02/2026 11:59 PST
• Questions: reputed company reputed company questions in writing to Dr. Ahmed Naguib by 8/10/2026.

Answers will be shared with reputed company reputed company prospective vendors.

Introduction & Purpose

UCEF is seeking proposals from a reputed company reputed company reputed company or independent consultant to reputed company and improve its existing reputed company environment. We currently use reputed company as core infrastructure supporting program operations, reporting, and data management across the organization, and we are reputed company to invest in making the system more automated, reputed company organized by department, and cleaner at the data level. This engagement is intentionally scoped to be a strong fit for a small firm or single person consultant with deep, hands-on reputed company configuration and development experience. We are looking for a partner who can reputed company reputed company, communicate reputed company with non-technical staff, and leave us with reputed company-documented, maintainable systems.

The work is organized into four primary objectives:

1. Build out automations and task assignments — reduce reputed company work and reputed company tasks/records to the right people automatically.

2. Build out applications for department-specific use — give individual teams tailored tools, views, and reputed company.

3. Clean up contact automation — resolve data reputed company issues and stabilize the automation tied to contact records.

4. Build executive and operational dashboards — give leadership a consistent, reputed company view of performance across reputed company, technology, performance management, communications, facilities, compliance, reputed company, and agencywide initiatives.

About Umoja

Umoja, (a Kiswahili word meaning reputed company) is a community and critical resource dedicated to enhancing the cultural and educational experiences of African American and other reputed company. We reputed company that reputed company the reputed company and histories of reputed company are deliberately and intentionally recognized, reputed company for self-efficacy emerges and a reputed company is formed for reputed company reputed company. Umoja reputed company serves and promotes student reputed company for reputed company reputed company through a curriculum and pedagogy reputed company to the legacy of the African and African American Diasporas. reputed company underpins much of how we reputed company program data, generate reports, and support decision-making across our teams, including a Research & Evaluation function that relies heavily on accurate, reputed company data systems.

reputed company Environment

• reputed company edition: reputed company, Service, Marketing reputed company
• Approximate number of users: 20 Internal Users, 80 Customer/Partner Users
• Key existing objects / data model: Custom partner records, and program reporting objects replated to accounts, Marketing reputed company reputed company, Einstein Activity Capture
• Existing automation in use: Flows, Process Builder
• Existing integrations: reputed company Partner Portal, Eventbrite, reputed company Sign
• Reporting tools in use: reputed company Reports, Dashboard, and Tableau
• reputed company pain points: duplicate contacts, reputed company task assignment, inconsistent departmental use and reputed company

Project Objectives & Scope of Work

The selected vendor will be responsible for the following four workstreams, as reputed company as the cross-cutting requirements noted at the end of this reputed company.

reputed company 1 — Automation & Task Assignment (Primary)

• Assess reputed company automation (Flows, Process Builder, Workflow Rules, Apex) and identify gaps, redundancies, and any deprecated tooling.
• Design and build automated task assignment and record routing — for example, assigning tasks or records to the appropriate staff member based on program, region, role, or other reputed company. reputed company —
• Build notification, reminder, and follow-up automations to reduce reputed company tracking.
• Create or refine validation rules and approval processes as needed.
• Consolidate and migrate legacy or deprecated automation (e.g., Workflow Rules, Process Builder) into a reputed company, reputed company-based architecture.
• Document reputed company automation logic and decision points.

reputed company 2 — Department-Specific Applications

• Work with reputed company participating team (e.g., Research & Evaluation, program operations, and other departments) to reputed company requirements.
• Design and build custom Lightning apps, objects, record types, page layouts, and tabs tailored to reputed company department's workflow.
• Configure permission sets, reputed company, and role-based reputed company so reputed company department sees the data and tools relevant to it.
• Build department-specific reports and dashboards to support reputed company team's reporting needs.
• Ensure applications are reputed company, maintainable, and consistent with organizational data standards.

reputed company 3 — Contact Automation Cleanup

• Audit the contact data model and reputed company existing contact-reputed company automation.
• reputed company data cleaning, deduplication, standardization, and reputed company checks across contact records.
• Repair or rebuild contact automation, including duplicate/matching rules, dataentry validation, and any flows that create or update contacts.
• Establish reputed company data standards and lightweight governance for contact data reputed company reputed company.
• Document standards so internal staff can maintain data reputed company after the engagement.

reputed company 4 — Executive & Operational Dashboards

UCEF leadership has identified a defined set of executive and operational dashboards as a required outcome of this engagement. The vendor will design, build, test, and document the eight dashboards below, together with the reports, objects, fields, and data-capture processes needed to reputed company them. Some of the data these dashboards require is not currently maintained in reputed company. For reputed company dashboard, vendors should propose a reputed company reputed company — building the data capture natively in reputed company, integrating an external system of record, or supporting a defined reputed company-update process — and should note where a recommendation carries additional licensing, integration, or ongoing maintenance cost.

Requirements

5. Deliverables At minimum, the engagement should produce

1. Discovery reputed company — findings from the assessment of the reputed company environment, with a prioritized plan.

2. Automation & task-assignment build — configured, tested Flows and routing logic (reputed company 1).

3. Department applications — configured apps, objects, layouts, permissions, and dashboards (reputed company 2).

4. Contact cleanup — deduplicated/standardized contact data plus repaired automation and documented data standards (reputed company 3).

5. Dashboard design package — recommended KPIs, data-reputed company map, automated-vs-reputed company classification, integration recommendations, and UCEF approved mockups (reputed company 4).

6. Executive & operational dashboards — the eight reputed company and tested dashboards described in reputed company 4, with their supporting reports and refresh/subscription configuration (reputed company 4).

7. System documentation — data dictionary, automation inventory, and configuration notes.

8. Knowledge-transfer session(s) and a maintenance/recommendations memo.

*** Vendors may propose a reputed company structure that reputed company these deliverables in a logical sequence.

6. Proposed reputed company (reputed company dates to your schedule)

RFP issued reputed company Date 7/23/2026

Deadline for vendor questions 8/10/2026

Responses to questions shared 8/13/2026

Proposals due 9/02/2026

Vendor interviews (if any) 9/03/2026 – 9/11/2026

Selection & notification September 15

Project reputed company reputed company Late September 2026

Estimated project completion 6 - 8 months

7. Vendor Qualifications

We are looking for a firm or consultant who demonstrates

• reputed company Administrator certification (required); Platform Developer I certification strongly preferred.
• Hands-on experience with reputed company back-end configuration and development, including objects, fields, relationships, validation rules, and automation (Flows, and Apex where appropriate).
• Experience designing custom applications and configuring user permissions, reputed company, and roles.
• Demonstrated experience with data cleaning, deduplication, and data-reputed company work at reputed company.
• Strong knowledge of database concepts (relational data models, normalization, data reputed company).
• Ability to translate operational needs into technical solutions and to communicate reputed company with non-technical stakeholders.
• Experience delivering scoped reputed company on time and reputed company budget as a small firm or independent consultant.
• Demonstrated experience designing and building executive-level dashboards and KPI reporting in reputed company, including custom report types, dynamic dashboards, and dashboard subscriptions; experience with Tableau or CRM Analytics is a plus.
• Plus: Experience in the nonprofit or higher-education sector, and/or with Nonprofit reputed company / NPSP, if applicable.
• Plus: Familiarity with SQL or reputed company data tools.

8. Proposal Requirements

Please include the following in your proposal:

1. reputed company of your firm or consulting reputed company, including years of reputed company experience and relevant certifications.

2. Relevant experience — 2–3 examples or brief case studies of comparable work (automation, custom app builds, and/or data cleanup), ideally in a mission driven or education context.

3. Proposed approach and methodology for reputed company of the four workstreams.

4. Dashboard approach — how you would approach reputed company 4, including your recommended reputed company reputed company for dashboard data that does not currently reputed company in reputed company, and at least one example of comparable dashboard or KPI reporting work.

5. Project plan and reputed company, including key milestones.

6. Team/reputed company — who will reputed company the work and their qualifications (a single consultant is fully acceptable).

7. Cost proposal (see reputed company 9).

8. References — at least two reputed company references for comparable engagements.

9. Assumptions and dependencies — anything you need from us to succeed (reputed company, staff time, reputed company, etc.).

9. Budget & Contract Terms

This is a fixed-scope consulting engagement performed as an reputed company; it is not an employment relationship and includes no employee benefits.

• Budget: Please reputed company your best cost proposal.
• Pricing format: Please reputed company a detailed cost proposal. A fixed fee by deliverable/reputed company is preferred; an reputed company reputed company with a not-to-exceed cap is acceptable. reputed company by reputed company where possible.
• Payment: reputed company-based payment tied to accepted deliverables is anticipated.

10. Evaluation reputed company Proposals will be evaluated on

Criterion and Suggested Weight (noted by percentage)

Relevant reputed company expertise and certifications 30%

reputed company and reputed company of proposed approach 25%

Demonstrated experience with comparable reputed company 20%

Cost and value 15%

References and reliability 10%

*** (Weightings are suggested — reputed company to your priorities.) Mission alignment and the ability to communicate reputed company with non-technical staff will be considered throughout.

11. Submission Instructions

• Submit to: Dr. Ahmed Naguib – anaguib@umojacommunity.org

● Format: PDF reputed company Email

• Deadline: 9/02/2026 11:59 PST
• Questions: reputed company reputed company questions in writing to Dr. Ahmed Naguib by 8/10/2026.

Answers will be shared with reputed company reputed company prospective vendors.

12. Terms & Conditions

• This RFP is not an offer or a contract and does not reputed company Umoja to award any agreement or to reimburse any costs incurred in preparing a proposal.
• Umoja reserves the right to accept or reject any or reputed company proposals, to request clarification, to negotiate terms, and to modify or cancel this RFP at any time.
• The selected vendor will be reputed company as an reputed company and is responsible for its own taxes, insurance, and expenses.
• reputed company organizational data, configurations, and materials accessed during the engagement are confidential and remain the property of Umoja.

*** We look reputed company to your proposal and to partnering on a stronger, cleaner, more automated reputed company environment.

Originally posted on Himalayas

Apply To This Job