(Issued June 10, 2021, Submission Deadline – Thursday, June 24, 2021)
Clean Energy Works was founded with the mission of seeking financing solutions for an inclusive clean energy economy. We provide advisory support and thought leadership on inclusive investment as well as support for champions for equity in energy-related organizing networks. Clean Energy Works is a remote, nonprofit organization with staff and consultants based in the United States and abroad.
Clean Energy Works connects champions of energy efficiency, renewable energy, and economic inclusion with resources to accelerate investment in clean energy solutions such as electric buses, solar panels, and building energy efficiency upgrades. We provide advisory services to policy-makers, public interest groups, and companies interested in rapidly scaling up investment in the clean energy economy. Clean Energy Works promotes competitive, market-based approaches that clear barriers preventing access to clean energy solutions, opening the clean energy economy to all. Our work is located both in the United States and internationally, primarily within Latin America.
Clean Energy Works seeks to hire a development/fundraising consultant to create a comprehensive plan and strategies to support the growth of our organization. Having just gone through an organizational effectiveness and strategic planning processes, Clean Energy Works has programmatic goals in place that require the expansion of our funding pipeline. Currently, nearly all of our funding comes from private foundations and a small number of individual major donors.
Clean Energy Works aims to find a consultant committed to the principles of justice, equity, diversity, and inclusion, who can help us develop and implement a fundraising plan to support the growth of our organization while also lifting up our allies in the field. Consultant should have a track record of developing and maintaining strong working relationships with and among a diverse group of stakeholders. We seek a consultant who can help our organization to tap into funding sources which we may not yet have identified or accessed.
SCOPE OF SERVICES
TIER 1 – PLANNING
Develop a fundraising strategy to support current needs of the organization with an eye to continued growth. Strategy should be developed in close coordination with the Executive Director and other members of the Clean Energy Works Team, including board members, selected stakeholders, and other engaged consultants.
- Assess Clean Energy Works’s current fundraising efforts, board and staff expectations, current skills and capacity, and environmental context for fundraising utilizing past documents and plans and limited interviews. Gather information from conversations with current Clean Energy Works staff, program consultants, board members, and a proposed number of current funding stakeholders.
- Identify strengths and weaknesses of existing fundraising efforts, staff skills and capacity, and organizational infrastructure to determine areas for improvement and development.
- Assess external opportunities and threats as well as Clean Energy Works’s readiness to carry out new fundraising work.
- SWOT analysis must also address how Clean Energy Works works with and endeavors to support partner organizations in the field.
- Develop a fundraising/development plan to build a fundraising program that a) at least doubles our annual revenue, b) aligns with Clean Energy Works’s strategic plan, and c) builds on our current capacity to execute and sustain funding pipeline.
- Develop a comprehensive fundraising plan with strategies and tactics to increase Clean Energy Works’s fundraising efforts from both existing and newly identified revenue sources and donors.
- Identify roles for board members and senior management staff, and how best to develop a fundraising culture.
- Identify best suited Key Performance Indicators (KPIs) and metrics to track our progress and support continuous improvement.
- Consult and collaborate as needed with Clean Energy Works’s Communications consultants to ensure alignment in messaging, including support for digital communication strategy for target donors.
- Identify strategies for fundraising partnerships with and support of peer organizations in the ecosystem.
- Research highly qualified prospects.
- Identify a list of new, vetted high potential donors.
- Provide recommendations to close the organization’s fundraising competency and capacity gap moving forward.
- Identify what Clean Energy Works needs to put in place to ensure effective implementation of the fundraising plan (technology, internal systems, policies and procedures, staffing, etc.).
TIER 2 – IMPLEMENTATION SUPPORT
Initiate the implementation stage in conjunction with Clean Energy Works’s management team for an agreed upon time following the completion of the plan.
- Present the fundraising plan to the senior management team and Board.
- Test strateg(ies) with at least 4 vetted high potential donors. Engage in initial contact and schedule meetings with Clean Energy Works Executive Director and Managing Director. Attend such meetings as an observer and provide feedback to improve the management team’s performance. Plan and prepare for funder meetings and ensure prompt follow-up to all inquiries and other communications.
- Provide skills building training and guidance to board members and senior management staff.
- Create a set of collateral materials for presentations to prospects (slide deck, infographics, etc) in collaboration with Communications consultants as needed. Make recommendations on how to more systematically cultivate and provide information and updates to foundation program officers and other potential funders.
- Ensure Clean Energy Works has an effective database to track and manage our fundraising efforts, based on assessment of our current system.
- Prepare progress reports that include Key Performance Indicators (KPIs) and metrics.
- Write and/or edit narrative content for LOIs, proposals and reports for which Clean Energy Works has been invited to apply in order to increase likelihood of initial award and renewals.
The successful respondent will demonstrate a strong track record of creative excellence in developing fundraising plans and developing organizations’ fundraising capacity.
We are especially seeking respondents who already have familiarity and expertise in the environmental sector broadly and the clean energy sector more specifically.
Last, but by no means least, we desire to work with a respondent who appreciates the uniqueness and urgency of this historical moment as it relates to climate change. Although a relatively young organization, we are already stretched beyond capacity as we strive to meet the ever increasing demands for our services. The successful respondent will share our passion for driving solutions that meet the needs of the moment, and can show themselves to have the organizational skills necessary to manage themselves accordingly.
BUDGET – Clean Energy Works seeks proposals that can be executed under a fixed budget of $50,000 US inclusive of all costs, including taxes and fees. All quoted prices should remain valid for sixty (60) calendar days from proposal submission deadline. There is no reimbursement for costs associated with preparing or submission of proposals in response to this RFP or costs associated with possible award negotiation.
DISCRETION – Clean Energy Works may, at its sole discretion and after the evaluation process, choose not to issue any agreement as a result of this process. Clean Energy Works may also, at its sole discretion, choose to issue as many or as few agreements as deemed necessary to meet its business needs.
ELEMENTS OF PROPOSAL
In order for Clean Energy Works to conduct the most efficient proposal evaluation, bidders are required to include the following information in their proposals as described below:
- Contact Information – Name, mailing address, email address and phone number for primary contact.
- Qualifications – Bio of respondent, including outside partners and/or subcontractors as relevant.
- Proposal – A narrative that details how the above scope of work will be completed. Should include (at a minimum)
- Identification of all proposed deliverables;
- A clear outline of the materials, time, and roles expected from Clean Energy Works;
- Reporting and communication plan
- Timeline – Detailed timeline to complete the work and deliverables.
- Project Budget – cost to complete all requested work along with a proposed payment schedule. (Note: Clean Energy Works typically offers payment tied to competition of deliverables).
- References – from three clients within the past five years for whom the consultant has performed similar work.
Clean Energy Works will select the bidder whose offer is best positioned to provide the most favorable mix of skills, experience, and cost. We seek overall best value rather than lowest cost.
The following criteria will be used to evaluate the proposals:
- Technical Capabilities – knowledge of skills and tools required for effective fundraising, including soundness of proposed planning and implementation process.
- Experience – experience 1) working in the clean energy/environmental sector, 2) with service to nonprofits at our scale, and 3) raising funds for international projects and activities.
- Past Performance – demonstrated ability to fundraise effectively.
- Equity – committed to the principles of justice, equity, diversity, and inclusion as demonstrated by, but not limited to, respondent’s team demographic and diversity of past clients.
- Cost – reasonableness and competitiveness of proposed budget
We seek respondents who understand the urgency of the historical moment for the work of our organization. Generally, we would like to complete the planning and development phase within the first two months following contract signing, and the implementation activities within the following four months. However, there is some flexibility within this timeline, especially as it relates to implementation activities.
Open call information session: Thursday, June 17 at 3pm ET
Submission Deadline: Monday, June 28, 2021 at 5pm ET
Review of Proposals: Week of June 28
Interviews with finalists: Week of July 5
Consultant Engagement: Week of July 12
To answer respondents’ questions in an efficient manner, an information session will be hosted by Clean Energy Works on Thursday, June 17 at 3p ET. If interested in attending, please email firstname.lastname@example.org for Zoom information.
Please email your proposal package – as one pdf if possible – to email@example.com by 5pm ET on Monday, June 28.