Request for proposal: Legacy Propensity Model

ActionAid UK is looking to build a Legacy Propensity model to enhance supporter communication segmentation and gain insight into a warm audiences’ propensity to engage with Legacy giving.   

Objective: 

This request for proposal (RFP) is established on behalf of ActionAid UK to pitch for the opportunity to quote for and build a Legacy Propensity model which AAUK can continually use to identify potential legacy prospects and build targeted legacy campaigns. 

Requirements: 

The following are some of the requirements expected from the propensity model and agency/consultant provider: 

  • Experience of developing a legacy propensity model across the charity sector 

  • Accurate and up to date compliance and data storage knowledge 

  • Relevant legislative and regulatory knowledge 

  • Willingness to work in collaboration with AAUK’s legacy and data teams, open and flexible to the needs and feedback of AAUK when developing the model 

  • Transparency on build timelines and how much ongoing support AAUK will need on the model 

  • Quantitative and qualitative metrics used in the model  

  • Can be used across all warm supporter communication types 

  • Compatible with Microsoft Dynamics 

  • Values in line with AAUK’s values and policies, including but not limited to: sustainability, feminist leadership principles and anti-racism and decolonisation.   

Process and timeline: 

Deadline to tender for this contract is 9/12/24. Submissions will be reviewed following this and shortlisted suppliers will then be invited to interview.  

You are welcome to ask questions before you submit your proposal. Please contact commercialUK@actionaid.org.  

Documents:

Legacy Propensity Model Request for Proposal.doc

Legacy Propensity Model Request for Proposal

 

AAUK-Supplier Questionnaire with Terms.docx

AAUK-Supplier Questionnaire with Terms

Supplier Code of Conduct.pdf

Supplier Code of Conduct

Pricing Template_AAUK Propensity Model Tender.docx

Pricing Template_AAUK Propensity Model Tender

Closing date: 9 December 2024