Term of reference (ToR)
Consultant for Fundraising
Project Tele-Fundraising
1.
Background
Yayasan Sayangi Tunas Cilik partner
of Save the Children will launch a Telefundraising campaign to engage
individual donor and has prepared a series of fundraising campaign which one of
the techniques is using telemarketing that is proven a potential effective as a
way to connect with donors.
We want
to start a tele fundraising campaign starting April 2017 to raise fund and at
the same time to retain donors. Based on surveys, the result is positive and
promising for NGO. Thus Save the children would like establish at 9 months
contract with professional telemarketing company to support Yayasan Sayangi
Tunas Cilik partner of Save the Children fund raising activities.
2.
Objectives of the consultancy
To provides
a prospect appeal for acquisition tele-fundraising which is call the list of
the database non donating supporters (i.e. e-news subscribers, FB and other
leads generation channel) and convert them to become monthly donors.
3.
Specific Objectives (if any)
4.
Period of the consultancy
3rd April 2017 – 22
December 2017
5.
Methodology (if any)
6.
Detail of activities and timeline
20
Feb 2017 – 25 Feb 2017 Publish
for advertisement of Telefundraising program in public
27 Feb 2017 – 3 March
2017 Shortlist agencies
Telemarketing
6 March 2017 – 10 March
2017 Selection
Agencies/Procurement process
14 March 2017 – 15 March
2017 Agency Selected
20 March 2017- 7 April
2017 Contract and system
preparation
10 April 2017
7.
Expected Deliverables and Submission
Date
1. Call 53.500 data in the specific
project (April 2017 – December 2017)
2. Bring and convert monthly donors
using credit card and bank account payment
3. KPI’s of the tale fundraising
project:
-
Min
50% contact rate
-
Min
5% agree rate
-
Min
3 call attempt for each data
-
Submission
of daily and monthly report (reporting and submission template base on the
agreement)
4. Performance will be evaluated monthly
base on the agree KPI’s to determine next month steps and improvements required
to the services.
8.
Proposal structure/requirement (if
any)
9.
Criteria for the consultant selection
based on competency and expertise or core and technical competencies
a. Call Center/ Telemarketing companies
specialized in acquisition/ cross selling for minimum of 5 years- experience in
Indonesia
b. Has proven track record of success in
doing acquisition call in Indonesia
c. Preferably has the experience of
doing telemarketing in nonprofit area, banking industry such as credit card and
hotel industry such as membership in Indonesia
d. Have or provide telemarketer with
disability will be an advantage
10.
Submission deadline
Email to: procurement.indonesia@
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