HomeMy WebLinkAboutContract CAG-20-061
AGREEMENT FOR CAPITAL CAMPAIGN ASSESSMENT, PLANNING
AND COUNSEL
THIS AGREEMENT, dated March k, 2020, is by and between the City of Renton (the "City"), a
Washington municipal corporation, and The Alford Group ("Consultant"). The City and the
Consultant are referred to collectively in this Agreement as the "Parties." Once fully executed by
the Parties, this Agreement is effective as of the last date signed by both parties.
1. Scope of Work: Consultant agrees to provide capital campaign assessment, planning and
counsel related to the Family First Community Center as specified in Exhibit A, which is
attached and incorporated herein and may hereinafter be referred to as the "Work."
2. Changes in Scope of Work: The City, without invalidating this Agreement, may order
changes to the Work consisting of additions, deletions or modifications.Any such changes
to the Work shall be ordered by the City in writing and the Compensation shall be
equitably adjusted consistent with the rates set forth in Exhibit A or as otherwise mutually
agreed by the Parties.
3. Time of Performance: Consultant shall commence performance of the Agreement
pursuant to the schedule(s) set forth in Exhibit A. All Work shall be performed by no later
than June 30, 2021.
4. Compensation:
A. Amount. Total compensation to Consultant for Work provided pursuant to this
Agreement shall not exceed $140,000.00, plus any applicable state and local sales
taxes. Compensation shall be paid based upon Work actually performed according to
the rate(s)or amounts specified in Exhibit A.The Consultant agrees that any hourly or
flat rate charged by it for its Work shall remain locked at the negotiated rate(s) unless
otherwise agreed to in writing or provided in Exhibit A. Except as specifically provided
herein, the Consultant shall be solely responsible for payment of any taxes imposed
as a result of the performance and payment of this Agreement.
B. Method of Payment. On a monthly or no less than quarterly basis during any quarter
in which Work is performed,the Consultant shall submit a voucher or invoice in a form
specified by the City, including a description of what Work has been performed, the
name of the personnel performing such Work, and the rate for the Work. The
Consultant shall also submit a final bill upon completion of all Work. Payment shall be
made by the City for Work performed within thirty (30) calendar days after receipt
and approval by the appropriate City representative of the voucher or invoice. If the
Consultant's performance does not meet the requirements of this Agreement, the
Consultant will correct or modify its performance to comply with the Agreement.The
City may withhold payment for work that does not meet the requirements of this
Agreement.
C. Effect of Payment. Payment for any part of the Work shall not constitute a waiver by
the City of any remedies it may have against the Consultant for failure of the
Consultant to perform the Work or for any breach of this Agreement by the
Consultant.
D. Non-Appropriation of Funds. If sufficient funds are not appropriated or allocated for
payment under this Agreement for any future fiscal period, the City shall not be
obligated to make payments for Work or amounts incurred after the end of the
current fiscal period, and this Agreement will terminate upon the completion of all
remaining Work for which funds are allocated. No penalty or expense shall accrue to
the City in the event this provision applies.
5. Termination:
A. The City reserves the right to terminate this Agreement at any time, with or without
cause by giving thirty (30) calendar days' notice to the Consultant in writing. In the
event of such termination or suspension, all finished or unfinished documents, data,
studies, worksheets, models and reports, or other material prepared by the
Consultant pursuant to this Agreement shall be submitted to the City, if any are
required as part of the Work.
B. In the event this Agreement is terminated by the City,the Consultant shall be entitled
to payment for all hours worked to the effective date of termination, less all payments
previously made. If the Agreement is terminated by the City after partial performance
of Work for which the agreed compensation is a fixed fee, the City shall pay the
Consultant an equitable share of the fixed fee. This provision shall not prevent the
City from seeking any legal remedies it may have for the violation or nonperformance
of any of the provisions of this Agreement and such charges due to the City shall be
deducted from the final payment due the Consultant. No payment shall be made by
the City for any expenses incurred or work done following the effective date of
termination unless authorized in advance in writing by the City.
6. Warranties And Right To Use Work Product: Consultant represents and warrants that
Consultant will perform all Work identified in this Agreement in a professional and
workmanlike manner and in accordance with all reasonable and professional standards
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and laws. Compliance with professional standards includes, as applicable, performing the
Work in compliance with applicable City standards or guidelines (e.g. design criteria and
Standard Plans for Road, Bridge and Municipal Construction). Professional engineers shall
certify engineering plans, specifications, plats, and reports, as applicable, pursuant to
RCW 18.43.070. Consultant further represents and warrants that all final work product
created for and delivered to the City pursuant to this Agreement shall be the original work
of the Consultant and free from any intellectual property encumbrance which would
restrict the City from using the work product. Consultant grants to the City a non-
exclusive, perpetual right and license to use, reproduce, distribute, adapt, modify, and
display all final work product produced pursuant to this Agreement. The City's or other's
adaptation, modification or use of the final work products other than for the purposes of
this Agreement shall be without liability to the Consultant. The provisions of this section
shall survive the expiration or termination of this Agreement.
7. Record Maintenance: The Consultant shall maintain accounts and records, which
properly reflect all direct and indirect costs expended and Work provided in the
performance of this Agreement and retain such records for as long as may be required by
applicable Washington State records retention laws, but in any event no less than six
years after the termination of this Agreement. The Consultant agrees to provide access
to and copies of any records related to this Agreement as required by the City to audit
expenditures and charges and/or to comply with the Washington State Public Records Act
(Chapter 42.56 RCW). The provisions of this section shall survive the expiration or
termination of this Agreement.
8. Public Records Compliance: To the full extent the City determines necessary to comply
with the Washington State Public Records Act,Consultant shall make a due diligent search
of all records in its possession or control relating to this Agreement and the Work,
including, but not limited to, e-mail, correspondence, notes, saved telephone messages,
recordings, photos, or drawings and provide them to the City for production. In the event
Consultant believes said records need to be protected from disclosure, it may, at
Consultant's own expense, seek judicial protection. Consultant shall indemnify, defend,
and hold harmless the City for all costs, including attorneys' fees, attendant to any claim
or litigation related to a Public Records Act request for which Consultant has responsive
records and for which Consultant has withheld records or information contained therein,
or not provided them to the City in a timely manner. Consultant shall produce for
distribution any and all records responsive to the Public Records Act request in a timely
manner, unless those records are protected by court order.The provisions of this section
shall survive the expiration or termination of this Agreement.
9. Independent Contractor Relationship:
A. The Consultant is retained by the City only for the purposes and to the extent set forth
in this Agreement.The nature of the relationship between the Consultant and the City
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during the period of the Work shall be that of an independent contractor, not
employee.The Consultant, not the City,shall have the power to control and direct the
details, manner or means of Work. Specifically, but not by means of limitation, the
Consultant shall have no obligation to work any particular hours or particular
schedule, unless otherwise indicated in the Scope of Work or where scheduling of
attendance or performance is mutually arranged due to the nature of the Work.
Consultant shall retain the right to designate the means of performing the Work
covered by this agreement, and the Consultant shall be entitled to employ other
workers at such compensation and such other conditions as it may deem proper,
provided, however, that any contract so made by the Consultant is to be paid by it
alone, and that employing such workers, it is acting individually and not as an agent
for the City.
B. The City shall not be responsible for withholding or otherwise deducting federal
income tax or Social Security or contributing to the State Industrial Insurance
Program, or otherwise assuming the duties of an employer with respect to Consultant
or any employee of the Consultant.
C. If the Consultant is a sole proprietorship or if this Agreement is with an individual,the
Consultant agrees to notify the City and complete any required form if the Consultant
retired under a State of Washington retirement system and agrees to indemnify any
losses the City may sustain through the Consultant's failure to do so.
10. Hold Harmless: The Consultant agrees to release, indemnify, defend, and hold harmless
the City, elected officials, employees, officers, representatives, and volunteers from any
and all claims, demands, actions, suits, causes of action, arbitrations, mediations,
proceedings, judgments, awards, injuries, damages, liabilities, taxes, losses, fines, fees,
penalties, expenses, attorney's or attorneys' fees, costs, and/or litigation expenses to or
by any and all persons or entities, arising from, resulting from, or related to the negligent
acts, errors or omissions of the Consultant in its performance of this Agreement or a
breach of this Agreement by Consultant, except for that portion of the claims caused by
the City's sole negligence:
Should a court of competent jurisdiction determine that this agreement is subject to RCW
4.24.115, (Validity of agreement to indemnify against liability for negligence relative to
construction, alteration, improvement, etc., of structure or improvement attached to real
estate...) then, in the event of liability for damages arising out of bodily injury to persons
or damages to property caused by or resulting from the concurrent negligence of the
Consultant and the City, its officers, officials, employees and volunteers, Consultant's
liability shall be only to the extent of Consultant's negligence.
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It is further specifically and expressly understood that the indemnification provided in
this Agreement constitute Consultant's waiver of immunity under the Industrial
Insurance Act, RCW Title 51, solely for the purposes of this indemnification. The Parties
have mutually negotiated and agreed to this waiver. The provisions of this section shall
survive the expiration or termination of this Agreement.
11. Gifts and Conflicts: The City's Code of Ethics and Washington State law prohibit City
employees from soliciting, accepting, or receiving any gift, gratuity or favor from any
person, firm or corporation involved in a contract or transaction. To ensure compliance
with the City's Code of Ethics and state law,the Consultant shall not give a gift of any kind
to City employees or officials. Consultant also confirms that Consultant does not have a
business interest or a close family relationship with any City officer or employee who was,
is, or will be involved in selecting the Consultant, negotiating or administering this
Agreement, or evaluating the Consultant's performance of the Work.
12. City of Renton Business License: The Consultant shall obtain a City of Renton Business
License prior to performing any Work and maintain the business license in good standing
throughout the term of this agreement with the City.
Information regarding acquiring a city business license can be found at:
http://www.rentonwa.gov/cros/One.aspx?portal ld=7922741&pageld=9824882
Information regarding State business licensing requirements can be found at:
http://dor.wa.gov/doing-business/register-mv-business
13. Insurance: Consultant shall secure and maintain:
A. Commercial general liability insurance in the minimum amounts of $1,000,000 for
each occurrence/$2,000,000 aggregate for the Term of this Agreement.
B. In the event that Work delivered pursuant to this Agreement either directly or
indirectly involve or require Professional Services, Professional Liability, Errors and
Omissions coverage shall be provided with minimum limits of $1,000,000 per
occurrence. "Professional Services", for the purpose of this section, shall mean any
Work provided by a licensed professional or Work that requires a professional
standard of care.
C. Workers' compensation coverage, as required by the Industrial Insurance laws of the
State of Washington, shall also be secured.
D. Commercial Automobile Liability for owned, leased, hired or non-owned, leased, hired
or non-owned, with minimum limits of $1,000,000 per occurrence combined single
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limit, if there will be any use of Consultant's vehicles on the City's Premises by or on
behalf of the City, beyond normal commutes.
E. Consultant shall name the City as an Additional Insured on its commercial general
liability policy on a non-contributory primary basis. The City's insurance policies shall
not be a source for payment of any Consultant liability, nor shall the maintenance of
any insurance required by this Agreement be construed to limit the liability of
Consultant to the coverage provided by such insurance or otherwise limit the City's
recourse to any remedy available at law or in equity.
F. Subject to the City's review and acceptance, a certificate of insurance showing the
proper endorsements, shall be delivered to the City before performing the Work.
G. Consultant shall provide the City with written notice of any policy cancellation, within
two (2) business days of their receipt of such notice.
14. Delays: Consultant is not responsible for delays caused by factors beyond the
Consultant's reasonable control. When such delays beyond the Consultant's reasonable
control occur,the City agrees the Consultant is not responsible for damages, nor shall the
Consultant be deemed to be in default of the Agreement.
15. Successors and Assigns: Neither the City nor the Consultant shall assign, transfer or
encumber any rights, duties or interests accruing from this Agreement without the
written consent of the other.
16. Notices: Any notice required under this Agreement will be in writing, addressed to the
appropriate party at the address which appears below (as modified in writing from time
to time by such party), and given personally, by registered or certified mail, return receipt
requested, by facsimile or by nationally recognized overnight courier service.Time period
for notices shall be deemed to have commenced upon the date of receipt, EXCEPT
facsimile delivery will be deemed to have commenced on the first business day following
transmission. Email and telephone may be used for purposes of administering the
Agreement, but should not be used to give any formal notice required by the Agreement.
CITY OF RENTON CONSULTANT
Russ Woodruff 1oAnn Yoshimoto
1055 South Grady Way 200 W Mercer St, Suite E-304
Renton, WA 98057 Seattle, WA 98119
Phone: (425) 430-6602 Phone: (206) 548-0451 x20
rwoodruff@rentonwa.gov jyoshimoto@alford.com
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17. Discrimination Prohibited: Except to the extent permitted by a bona fide occupational
qualification, the Consultant agrees as follows:
A. Consultant, and Consultant's agents, employees, representatives, and volunteers
with regard to the Work performed or to be performed under this Agreement, shall
not discriminate on the basis of race, color, sex, religion, nationality, creed, marital
status, sexual orientation or preference, age (except minimum age and retirement
provisions), honorably discharged veteran or military status, or the presence of any
sensory, mental or physical handicap, unless based upon a bona fide occupational
qualification in relationship to hiring and employment, in employment or application
for employment, the administration of the delivery of Work or any other benefits
under this Agreement, or procurement of materials or supplies.
B. The Consultant will take affirmative action to insure that applicants are employed and
that employees are treated during employment without regard to their race, creed,
color, national origin, sex, age, sexual orientation, physical, sensory or mental
handicaps, or marital status. Such action shall include, but not be limited to the
following employment, upgrading, demotion or transfer, recruitment or recruitment
advertising, layoff or termination, rates of pay or other forms of compensation and
selection for training.
C. If the Consultant fails to comply with any of this Agreement's non-discrimination
provisions, the City shall have the right, at its option, to cancel the Agreement in
whole or in part.
D. The Consultant is responsible to be aware of and in compliance with all federal, state
and local laws and regulations that may affect the satisfactory completion of the
project, which includes but is not limited to fair labor laws, worker's compensation,
and Title VI of the Federal Civil Rights Act of 1964, and will comply with City of Renton
Council Resolution Number 4085.
18. Miscellaneous:The parties hereby acknowledge:
A. The City is not responsible to train or provide training for Consultant.
B. Consultant will not be reimbursed for job related expenses except to the extent
specifically agreed within the attached exhibits.
C. Consultant shall furnish all tools and/or materials necessary to perform the Work
except to the extent specifically agreed within the attached exhibits.
D. In the event special training, licensing, or certification is required for Consultant to
provide Work he/she will acquire or maintain such at his/her own expense and, if
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Consultant employs, sub-contracts, or otherwise assigns the responsibility to perform
the Work, said employee/sub-contractor/assignee will acquire and or maintain such
training, licensing, or certification.
E. This is a non-exclusive agreement and Consultant is free to provide his/her Work to
other entities, so long as there is no interruption or interference with the provision of
Work called for in this Agreement.
F. Consultant is responsible for his/her own insurance, including, but not limited to
health insurance.
G. Consultant is responsible for his/her own Worker's Compensation coverage as well as
that for any persons employed by the Consultant.
19. Other Provisions:
A. Approval Authority. Each individual executing this Agreement on behalf of the City
and Consultant represents and warrants that such individuals are duly authorized to
execute and deliver this Agreement on behalf of the City or Consultant.
B. General Administration and Management. The City's project manager is Russ
Woodruff. In providing Work, Consultant shall coordinate with the City's contract
manager or his/her designee.
C. Amendment and Modification. This Agreement may be amended only by an
instrument in writing, duly executed by both Parties.
D. Conflicts. In the event of any inconsistencies between Consultant proposals and this
Agreement, the terms of this Agreement shall prevail. Any exhibits/attachments to
this Agreement are incorporated by reference only to the extent of the purpose for
which they are referenced within this Agreement. To the extent a Consultant
prepared exhibit conflicts with the terms in the body of this Agreement or contains
terms that are extraneous to the purpose for which it is referenced, the terms in the
body of this Agreement shall prevail and the extraneous terms shall not be
incorporated herein.
E. Governing Law. This Agreement shall be made in and shall be governed by and
interpreted in accordance with the laws of the State of Washington and the City of
Renton. Consultant and all of the Consultant's employees shall perform the Work in
accordance with all applicable federal, state, county and city laws, codes and
ordinances.
F. _Joint Drafting Effort.This Agreement shall be considered for all purposes as prepared
by the joint efforts of the Parties and shall not be construed against one party or the
PAGE 8OF10
other as a result of the preparation, substitution, submission or other event of
negotiation, drafting or execution.
G. Jurisdiction and Venue. Any lawsuit or legal action brought by any party to enforce or
interpret this Agreement or any of its terms or covenants shall be brought in the King
County Superior Court for the State of Washington at the Maleng Regional Justice
Center in Kent, King County, Washington,or its replacement or successor. Consultant
hereby expressly consents to the personal and exclusive jurisdiction and venue of
such court even if Consultant is a foreign corporation not registered with the State of
Washington.
H. Severability. A court of competent jurisdiction's determination that any provision or
part of this Agreement is illegal or unenforceable shall not cancel or invalidate the
remainder of this Agreement, which shall remain in full force and effect.
I. Sole and Entire Agreement. This Agreement contains the entire agreement of the
Parties and any representations or understandings, whether oral or written, not
incorporated are excluded.
J. Time is of the Essence. Time is of the essence of this Agreement and each and all of
its provisions in which performance is a factor. Adherence to completion dates set
forth in the description of the Work is essential to the Consultant's performance of
this Agreement.
K. Third-Party Beneficiaries. Nothing in this Agreement is intended to, nor shall be
construed to give any rights or benefits in the Agreement to anyone other than the
Parties, and all duties and responsibilities undertaken pursuant to this Agreement will
be for the sole and exclusive benefit of the Parties and no one else.
L. Binding Effect. The Parties each bind themselves, their partners, successors, assigns,
and legal representatives to the other party to this Agreement, and to the partners,
successors, assigns, and legal representatives of such other party with respect to all
covenants of the Agreement.
M. Waivers. All waivers shall be in writing and signed by the waiving party. Either party's
failure to enforce any provision of this Agreement shall not be a waiver and shall not
prevent either the City or Consultant from enforcing that provision or any other
provision of this Agreement in the future. Waiver of breach of any provision of this
Agreement shall not be deemed to be a waiver of any prior or subsequent breach
unless it is expressly waived in writing.
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N. Counterparts. The Parties may execute this Agreement in any number of
counterparts,each of which shall constitute an original, and all of which will together
constitute this one Agreement.
IN WITNESS WHEREOF, the Parties have voluntarily entered into this Agreement as of the date
last signed by the Parties below.
CITY OF ENTON CONSULTANT
By: By: —4‘t >fr
to Pavone, Mayor Ka en Rotko-Wynn
Executive Vice President
03.0/0. 2rb "idad rh 9
Date Date
Attest
o
'Jas A. et
Ci Clerk
Approved as to Legal Form
By: .,d10"t-e '--
Shane Maloney
City Attorney
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r
11,4
a Exhibit A
1
THE ALFORD GROUP—
Proposed Contract for
Mid - Campaign Assessment & Planning
and Campaign Counsel
Presented by
The Alford Group
to
Family First Community Center
City of Renton
February 28, 2020
Primary Contact:
JoAnn Yoshimoto, CFRE
The Alford Group
206-548-0451 x20
ivoshimoto(a�alford.com
The specifications of this proposal, including the professional fee and availability of the consulting team,
are valid for sixty(60)days following submission of this proposal.
CREATE IMPACT, DEEPEN IMPACT www.alford.com
47
THE ALFORD GROUI""
February 28, 2020
Kelly Beymer
Administrator, Community Services
City of Renton
1055 South Grady Way, 6th Floor
Renton, WA 98057-3232
Dear Kelly,
Thank you very much for the recent conversations and for inviting The Alford Group to submit
this proposed contract for services to you. It would be an honor and a pleasure to work with you
to achieve your philanthropic goals for the Family First Community Center!
It is our aim to tailor the process to your specific needs and timeline, and to align this process
with other strategic priorities to enhance financial sustainability and build organizational
fundraising capacity.
The greatest benefit of a well-conducted assessment and campaign is that it takes an objective
perspective of your unique situation and opportunities and it truly engages and invigorates those
who participate. Staff, donors and other community leaders will explore the philanthropic
potential and engage in a process that will delve into questions about capacity, efficiency,
leadership and key messages.
We bring to the process professional creativity, years of fundraising and management
experience, familiarity with the philanthropic communities and — most importantly—the
structure, skills and attitudes to motivate staff and volunteers and impose the discipline and
order necessary to grow philanthropic potential.
It would be a pleasure to work with you and Family First Community Center to forward your
mission to provide a recreational facility in the City of Renton to enhance the stability of the
community by helping families achieve goals in education, fitness and overall health. Thank you
very much for this opportunity to introduce our services to you! We will make ourselves available
to begin work on this project as soon as you are ready.
Thank you again for consideration of The Alford Group's qualifications and proposal for
services. I look forward to seeing you soon!
Sincerely,
jk/4/1/t/1
JoAnn Yoshimoto, CFRE
Associate Senior Consultant
200 W Mercer St,Suite E-304
Seattle,WA 98119
Chicago (312)929,1646
New York (845)439-1242
Seattle (206)548 0451
Family First Community Center/City of Renton
Proposed Contract for Mid-Campaign Assessment & Planning
and Campaign Counsel
February 28, 2020
It is a pleasure to present this proposal to Family First/City of Renton for Mid-Campaign
Assessment & Planning and Campaign Counsel services to be provided by The Alford Group.
Family First has been in the early stages of a major capital campaign to raise $15 million to
construct a community center in Benson Hill. We understand that the vision is to provide a
recreational facility to enhance the stability of the community by helping families achieve goals
in education, fitness and overall health. Thus far, approximately $10.3 million has been pledged
and/or received, and approximately $4.7 million must be raised by May 2021. The urgency of
planning, preparation and securing philanthropic support for this project cannot be overstated.
The success of this Capital Campaign is crucial to the overall success of the project.
Family First has enjoyed the leadership and investment of former Seahawk Doug Baldwin,
along with former Mayor Denis Law, the Renton City Council, and Community Services staff
members Kelly Beymer and Russ Woodruff. With renewed energy, campaign focus and
discipline, a realistic timeframe for raising the remaining funds can be determined and achieved.
The Alford Group believes that the best course of action at this juncture is to conduct a mid-
campaign assessment and planning phase, which will overlap with elements of the leadership
phase of the campaign. During the initial assessment we will interview key staff, current and
potential donors, key campaign volunteer leaders, as well as review current fundraising
strategies, staffing structures, and the campaign's progress to date. This swift yet thorough
assessment will yield an informed plan of action moving forward. Simultaneously, we propose
continuing efforts to engage the key volunteer leaders, and the top five potential lead donors
with a goal of securing their gifts early in the process.
Our scope of work for conducting the assessment along with an outline of primary campaign
activities that will drive the campaign to successful completion follows in the pages below. It
would be our honor to serve Family First and the many writers throughout the region who rely
on your services each and every day. The Alford Group would be honored to partner with
Family First as you continue this exciting journey.
Mid-Campai• n Assessment & Plannin•
March 1, 2020 — May 31, 2020
Goal of Service
The primary goal of the mid-campaign assessment and planning phase will be to take a step
back, evaluate the opportunities and provide Family First with recommendations for successfully
completing a major philanthropic campaign. The assessment methodology will thoroughly
examine six key areas crucial to your philanthropic success, engage and cultivate stakeholders
and potential donors, and build the culture of philanthropy throughout the organization.
Areas of Analysis
Through a few strategic interviews, the engagement of key staff and volunteer leaders, and a
mid-campaign assessment, The Alford Group will assess six key areas that are critical to the
success of any major campaign effort. These six areas are:
The Alford Group& Family First Community Center Page 2 (�,",
Proposed Contract for Mid-Campaign Assessment&Planning and Campaign Counsel February 28, 2020 V ��'
• Family First image and reputation
• Appeal of the campaign vision
• Gift potential/financial capacity
• Availability of volunteer leadership
• Climate and timing
• Internal readiness
• Critical issues—potential obstacles to the campaign, if any
See Appendix A for a more in-depth description of each area of analysis.
Focus of Activities
Responsibilities of The Alford Group
The Alford Group will partner closely with Family First's staff and key volunteer leadership
throughout the mid-campaign assessment and planning process. Based on our understanding
of your plans and needs, we have designed the following methodology for our work together
during this assessment stage:
1. Tailor the process
• At an initial kick-off meeting, The Alford Group consulting team and Family First staff
leadership will:
- clarify and confirm the planning process
- define roles and responsibilities
- establish timelines
- begin to identify community members as potential interviewees and/or members of
the leadership cabinet
• We will review relevant organizational materials and talk individually with key leaders to
gain a thorough understanding of Family First and the issues and factors that could
affect the campaign.
2. Establish volunteer leadership
Volunteer leadership is the most critical component of a successful capital campaign. Family
First has successfully engaged some key community leaders to date. We will work with you to
identify, cultivate and recruit additional campaign leadership who will provide oversight during
the assessment and leadership in the identification, cultivation and solicitation process during
the leadership phase of the campaign.
The Alford Group will guide Family First in identifying and recruiting additional selected
individuals to join your leadership committee.
3. Refine the case document for the campaign
The Alford Group and Family First staff will work together to affirm and fine-tune a concise and
compelling written case prospectus to be used in tandem with the campaign brochure,
articulating the need for the proposed campaign and clearly describing how the entire
community will benefit from the campaign's successful completion. The valuable feedback from
interviewees will help shape recommendations and key messages, and in crafting a final case
statement for use in the campaign.
The Alford Group& Family First Community Center Page 3 �`
Proposed Contract for Mid-Campaign Assessment& Planning and Campaign Counsel February 28, 2020 W �'�
4. Conduct highly personalized interviews/Engage key stakeholders and donors
One-on-one interviews/conversations will be conducted as a means of testing the proposed
campaign priorities with and cultivating prospective donors and other key stakeholders.
Interviewees will be asked to provide their perspective and input on the case prospectus,
campaign priorities, other potential interviewees, their possible participation in the campaign, and
more. These engaging, private conversations with an objective "third-party" will yield valuable
information about interviewees' perceptions and will help inform overall campaign strategy.
• The Alford Group will develop a comprehensive questionnaire for use in interviewing a
diverse group of community stakeholders including (but not limited to) selected current
and past volunteer leaders; past, current and prospective donors; neighbors; business
leaders; and other key stakeholders as identified.
• Senior-level consultants will conduct 12— 15 confidential, highly personalized, face-to-
face interviews, at a time and location most convenient for each interviewee, allowing
ample time for each interview in order to fully explore the issues surrounding the
campaign.
5. Analyze donor data, trends and gaps
To inform our recommendations for internal readiness and campaign strategies regarding donor
constituencies, we will review donor history, mailing lists, and other information to identify
important opportunities for Family First's campaign and future giving programs including major,
annual, planned, corporate and foundation giving. This analysis will be critical in ensuring that all
currently secured opportunities and relationships are fully explored with added naming and
community match opportunities. In partnership with The Alford Group, results will allow Family
First to strategically plan for staffing/resource/time allocation, make informed donor cultivation,
solicitation and campaign decisions, build cases for targeted donor solicitation, strengthen the
case for support and capacity building, and provide a sound foundation of informed data-driven
decision making.
6. Compile and analyze findings, present recommendations and a campaign plan
The Alford Group will compile the information gathered as a result of the interviews and
evaluate the implications in relation to the six areas of analysis mentioned above.
• We will prepare a brief written executive summary that will include findings from the
assessment, an analysis of what those findings mean in the context of the current
campaign, and recommendations and strategies for moving forward to target the right
prospects as well as an integrated community/public phase suited to highlight and
celebrate Mayor Armondo Pavone's success.
Responsibilities of Family First
Family First will be responsible for the following activities with guidance from The Alford Group:
• Meet with The Alford Group's consultants to tailor the process and identify and develop
recruitment strategies for the leadership members and interviewees.
• Gather and provide requested reports and documents for the internal review (The Alford
Group will provide a list). The Alford Group will keep all information in strict confidence.
• Maintain the master Campaign Cabinet (committee) recruitment list, recruit Cabinet
members, manage related correspondence, and coordinate scheduling and logistics for
Cabinet meetings.
The Alford Group& Family First Community Center Page 4 �,�`'�
Proposed Contract for Mid-Campaign Assessment& Planning and Campaign Counsel February 28, 2020
• Maintain the master interview list, manage all interview correspondence, schedule
interview appointments, send "thank you" notes to participants.
• Review and respond to the mid-campaign assessment report and plan of action.
Outcomes and Deliverables
As a result of the assessment, The Alford Group will provide specific deliverables designed to
allow Family First to move with confidence through the remainder of the campaign.
Mid-Campaign Assessment& Planning Summary
The primary deliverable of this engagement is the mid-campaign assessment and planning
summary. The Alford Group's summary includes three main elements—findings, analysis, and
recommendations—that provide you with the depth and breadth of information that you need to
proceed with confidence with the proposed campaign. All three elements are based on solid
research and analysis of Family First's circumstances and the extensive collective experience of
The Alford Group team.
Campaign Plan
The Alford Group will provide a plan with a timeline and all of the necessary tools for a
successful completion of the Capital Campaign.
Capital Campai•n Counsel
The outcome of the Mid-Campaign Assessment & Planning Phase will inform strategies moving
forward. However it is anticipated that The Alford Group and Family First will work together on
the following primary activities to drive the campaign to a successful conclusion:
Campaign Phases
Phase I: Planning and Lead Gifts
April 1, 2020 —September 30, 2020
Early campaign efforts will focus on solidifying the planning. organizational, volunteer
leadership, and lead and major gift identification activities, which will lay the foundation for the
successful completion of the campaign. Typically, this phase lasts between nine and twelve
months, but will likely be condensed into five to six months, and includes the following activities:
• Fine-tune elements of the overall campaign plan including timelines, budgets and
volunteer structures,job descriptions, named gift opportunities, recognition and
promotional opportunities,etc.
• Refine internal systems necessary to support the campaign.
• Add campaign staff as recommended and needed to fully implement campaign activities.
• Further develop a comprehensive case-for-support and solicit feedback on the case
document from key constituents; respond to issues raised during the early campaign
assessment.
• Identify and recruit campaign leadership including campaign co-chairs, honorary co-
chairs, and campaign cabinet members.
• Provide training with appropriate Board members, volunteers and staff leadership.
<JUG
The Alford Group& Family First Community Center Page 5 �(�,
Proposed Contract for Mid-Campaign Assessment& Planning and Campaign Counsel February 28, 2020 �//�1w
• Continue to build,maintain and further develop a comprehensive donor prospect list of
individuals, foundations and corporations.
• Identify, cultivate, and solicit the campaign's top 5 to 10 lead gifts, including individuals,
foundations, and corporations.
• Plan and conduct a leadership campaign for Family First's governance, executive staff
leadership, and campaign cabinet members.
• Develop tailored major gift presentation materials.
• Develop campaign policies and procedures.
• Obtain campaign pledges totaling between 50% and 65% of the goal.
Phase II: Major Gifts and Public Phase
October 1, 2020— May 31, 2021
The next phase of the campaign will include the continuation of leadership gift efforts and will
expand the focus on additional prospective donors who may make gifts at the mid-range level of
the campaign.
• Ensure meticulous stewardship for lead gift donors.
• Strategize and implement follow-up activities for lead gift donors.
• Continue solicitation of remaining lead gift prospects.
• Develop tailored major gift presentation materials.
• Expand campaign cabinet into larger campaign steering committee.
• Identify major gifts prospects ($10,000 to $25,000).
• Cultivate and solicit major gifts prospects, focusing on gifts of$10,000 and above during
the first five months, and gifts from all others during the second half of the phase.
• Further develop communications strategies and donor recognition plans.
• Establish strategies for public campaign to involve and engage broader Family First
community, including communications, structure of community campaign, small donor
incentives, acquisition strategies, celebration event, etc.
Roles and Responsibilities
Task The Alford Group will initiate and Family First staff and volunteer
provide counsel for the following I leaders will be responsible for the
activities during the campaign in following activities, with guidance
partnership with Family First. and counsel from The Alford
Group.
Team • Meet regularly with Family First's • Meet with The Alford Group
Meetings campaign team. and the campaign's volunteer
• Meet with the campaign's volunteer leadership as often as
leadership, and campaign cabinet necessary to assure
as needed. appropriate and timely
• Prepare agendas for meetings. progress and management of
the campaign.
• Internal • Guide Family First in implementing • Implement changes
Operations recommend changes/additions recommended by The Alford
necessary to properly manage the Group to properly manage the
campaign. campaign.
1
The Alford Group& Family First Community Center Page 6 (�
Proposed Contract for Mid-Campaign Assessment& Planning and Campaign Counsel February 28, 2020 \�'
Task The Alford Group will initiate and Family First staff and volunteer
provide counsel for the following leaders will be responsible for the
activities during the campaign in following activities, with guidance
partnership with Family First. and counsel from The Alford
Group.
Campaign • Develop a general campaign plan, • Collaborate with The Alford
Planning including overall philosophy and Group to develop the overall
approach, timelines, budgets, campaign strategy and
organizational and volunteer planning elements.
committee structures, named gift
and recognition opportunities,
community engagement strategies
and opportunities, policies and
procedures job descriptions for
staff, volunteers and counsel, etc.
• Develop and continually refine
work plans/action steps and
timelines for each phase of the
campaign.
Case for • Guide Family First in finalizing the • With The Alford Group's
Support and case for support and developing guidance, finalize the case for
Campaign printed materials as needed support, create and coordinate
Materials throughout the campaign. printing and/or production of
all campaign communications
materials such as brochures,
campaign project summaries,
individual donor solicitation
packages, pledge commitment
forms, donor recognition
materials, campaign
newsletters/ updates, and
other campaign
communications materials as
needed.
Volunteer • Work with Family First to identify • Implement strategies to recruit
Leadership and recruit campaign leadership. campaign leadership including
• Develop job descriptions and co-chairs, honorary chairs,
committee work plans for the and campaign cabinet and
campaign cabinet and campaign steering committee members.
steering committee members.
• Develop strategies to involve and
motivate campaign volunteers.
• Work with Family First staff and
volunteers to facilitate meetings
and other campaign cabinet and
steering committee activities.
• Assist Family First in strategically
informing and engaging the City of
Renton and other stakeholders in
campaign activities.
4W
The Alford Group& Family First Community Center Page 7
Proposed Contract for Mid-Campaign Assessment& Planning and Campaign Counsel February 28, 2020 1/
Task The Alford Group will initiate and Family First staff and volunteer
provide counsel for the following leaders will be responsible for the
activities during the campaign in following activities, with guidance
partnership with Family First. and counsel from The Alford
Group.
Education • Provide group and individual • Participate in appropriate
and Training training for City leadership, staff campaign training sessions,
and campaign volunteers as they meetings, and other learning
assume leadership roles opportunities as
throughout the campaign. These recommended by The Alford
educational sessions will address Group.
the specific needs of the
group/individuals including setting
appointments, cultivation activities,
making solicitation calls, and
overcoming objections.
Prospect • Provide the tools and training while • Identify campaign donor
Management guiding staff and campaign prospects.
volunteers in donor prospect • Participate in donor prospects
management. rating and priority setting
• Facilitate efforts for staff and sessions.
volunteers to identify, rate, and • Compile and maintain the
prioritize donor prospects, including master campaign prospect list,
individuals, corporations, and implement a follow-up
foundations, and community and tracking system for
groups. cultivation and solicitation
• Assist Family First in developing a activities pertaining to all
master donor prospect list, and campaign donors, prospects
creating follow-up systems for and volunteers.
appropriate data management and
record keeping.
Gift • Volunteer Leadership -Work with • Work with The Alford Group to
Development Family First to develop and develop personal cultivation
implement solicitation strategies for and solicitation strategies for
the campaign's volunteer all lead, major, and volunteer
leadership. leadership gift prospects.
• Lead and Major Gifts - Work with • Implement personal gift
Family First to develop and strategies.
implement individual cultivation and • Coordinate grants research
solicitation strategies for all lead and proposal writing and
and major gift prospects. submission.
Cultivation and solicitation
strategies will be highly
individualized, focused on
appropriate activities, and timed to
build toward the maximum possible
asks, proper team selection, and
timely implementation.
40,
The Alford Group& Family First Community Center Page 8 �;,�A
'�/Proposed Contract for Mid-Campaign Assessment& Planning and Campaign Counsel February 28, 2020 V
Task The Alford Group will initiate and Family First staff and volunteer
provide counsel for the following leaders will be responsible for the
activities during the campaign in following activities, with guidance
partnership with Family First. and counsel from The Alford
Group.
• Corporate/Foundation Grants —
Guide Family First in research and
preparing grants proposals.
• Community Engagement—Provide
timely strategies to solicit and
heighten awareness of the new
project.
Administrative • Guide Family First staff regarding • Provide staff support at all
Support their administrative support for the campaign-related meetings
campaign. and training sessions
including scheduling, room
arrangements, generating
meeting notices,
correspondence,
minutes/action steps, and all
campaign financial and status
reports.
Timeline
We anticipate this Mid-Campaign Assessment & Planning Phase will be completed in
approximately 10 to 12 weeks from the date a contract is signed by both parties. In order to
accelerate campaign progress, activities during this phase will overlap with Planning and Lead
Gift Phase activities. Likewise, the Planning and Lead Gift Phase activities will also overlap with
the Major Gifts and Public Phase activities. A preliminary timeframe is provided below. The
Alford Group is available to begin immediately and will work with Family First to complete the
planning phase as quickly as possible without compromising the quality of the finished product.
This schedule depends on the availability of leadership volunteers, interviewees, and other work
demands on Family First staff.
We recommend six months for the Leadership Gifts Phase of the campaign to allow time for
planning and strategy development, cultivation and solicitation of lead donors to the campaign.
We recommend beginning the Major Gifts and Public Phase of the campaign in October 2020 to
allow eight months for completion of the project and the May 2021 deadline.
The Alford Group& Family First Community Center Page 9 I
Proposed Contract for Mid-Campaign Assessment& Planning and Campaign Counsel February 28, 2020 �Ati
Family First Proposed Campaign Timeline
Mar Ma Jul Se• Nov Jan ar May
Mid-Campaign Assessment& Mar 2020-
Planning May 2020
Apr
Planning and Lead Gifts Phase Sept
2 0-
S Sept 2020
Major Gifts and Public Phase Oct 2020—May 2021
Cost Specifications
Professional Fees
The professional fee for the Family First mid-campaign assessment & planning and campaign
counsel will be as follows:
Phase 1: Mid-Campaign Assessment & Planning $10,000 per month (3 months)
Phase 2: Campaign Counsel (Leadership & Major Gifts Phases) $8,500 per month (12 months)
The Alford Group bases its professional fees on the estimated amount of time it will take the
team to complete the work. The fee includes time spent both on- and off-site for preparation,
meetings, telephone calls, normal postage, materials preparation, training, planning, writing
reports, research and any other assignment performed on behalf of Family First within the
scope of this proposal. The Alford Group does not charge for travel time, however actual
expenses for any project-related travel will be invoiced monthly (as described below).
Expenses
The Alford Group will invoice Family First/City of Renton for any reasonable out-of-pocket
business expenses incurred during the course of providing the services described in this
proposal. This includes, but is not limited to such expenses as mileage or gas, parking, tolls,
project-related meals, and unusual clerical expenses. Mileage will be billed at the federally
approved rate. Only the actual out-of-pocket expenses will be invoiced. The Alford Group will
work closely with Family First/City of Renton and make every effort to keep expenses to a
minimum.
The Alford Group& Family First Community Center Page 10 l>,
Proposed Contract for Mid-Campaign Assessment& Planning and Campaign Counsel February 28, 2020
Additional Expenses
Any additional expenses incurred by The Alford Group at the request and with the prior approval
of Family First/City of Renton will be invoiced as incurred, and with appropriate documentation.
These may include such items as material production beyond the scope incorporated into this
Contract, extraordinary secretarial or staff support beyond that normally associated with the
original scope of the Work (at regular staff rates), and any other such expenses.
Custody of Funds, Assets and Property
It is understood by both parties that during the term of this Contract The Alford Group will not, at
any time, solicit funds, assets, or property for charitable purposes; receive or control, have
responsibility for, or custody or management of any of the funds, assets, or property solicited for
charitable purposes; or employ, procure, or engage any compensated person to solicit, receive,
or control funds, assets, or property for charitable purposes.
Other
The Alford Group is a member of the Giving Institute, and as such endorses and follows its Code
of Ethical Standards and Practices.
Submitted By:
THE ALFORD GROUP
Karen Rotko-Wynn, CFRE
Date: February 28, 2020
ktU�
The Alford Group& Family First Community Center Page 11 ���
Proposed Contract for Mid-Campaign Assessment& Planning and Campaign Counsel February 28, 2020 t
Pro.ect Team
Across the nation, The Alford Group's staff members are recognized leaders in the consulting
and not-for-profit sectors. They frequently participate as presenters at local, regional, and
national conferences and often serve in volunteer leadership roles for professional associations
such as The Giving Institute, the Association of Fundraising Professionals, and Advancement
Northwest. Our consultants are attracted to The Alford Group not only for its dedication to the
highest quality of service for its clients, but also for its core values and mission to strengthen the
not-for-profit community.
The Alford Group uses a team approach in working with clients. Senior-level consultants will
work directly with Family First's staff and volunteers. We selected consultants for Family First's
campaign planning and counsel based on knowledge of and experience with organizations such
as yours, and on experience with campaigns of a similar size and familiarity with the
philanthropic region. The level and depth of related resource development and consulting
experience of the senior consultants, and the fact that they will be the hands-on primary team
members on your project, differentiate The Alford Group from other consulting firms. We also
assign other staff of The Alford Group to the Family First campaign planning and counsel team
who bring additional relevant skills and experience to the project.
JoAnn Yoshimoto, CFRE, Associate Senior Consultant, will lead The Alford Group's team
for Family First. Working with JoAnn will be Jennifer Shin, MBA, CFRE, Consultant, and
Mariah Fosnight, MBA, Senior Client Service Associate. The unbeatable strength of this
team of professionals assures that Family First will receive expert guidance and counsel
throughout the campaign planning and counsel process and will have a final product that fully
prepares Family First for the future.
To ensure continuity in service, this team will provide campaign counsel as well. Biographies for
each team member can be found on the following pages.
The Alford Group& Family First Community Center Page 12 (�
Proposed Contract for Mid-Campaign Assessment&Planning and Campaign Counsel February 28, 2020 -''/AV
� A man there was, though some did
count him mad,
. The more he cast away, the more
ka.. tt*.. . he had.
_-
John Bunyan
IIIr
� Yoshimoto, CFRE
,?; ' ,: Senior Consultant
JoAnn began her not-for-profit career in 1977 and has served continuously as staff, board member
and/or donor ever since. As a senior consultant with The Alford Group, JoAnn works with diverse
client projects ranging from capital campaign design and counsel to fundraising plan development to
interim staffing. JoAnn —like all members of The Alford Group—particularly enjoys providing
customized services to meet an organization's unique circumstances.
JoAnn joined The Alford Group in 2006 after a sabbatical of 18 months spent visiting seven
continents. Her experiences trekking in the Andes and Himalayas, exploring the Southern Ocean of
Antarctica, South Pacific Ocean of Australia and Greenland Sea give her an extraordinarily broad
world view that she harkens when helping our clients connect with their communities.
Her tenure with The Alford Group has provided a decidedly different type of passport, though it has
offered endless adventure and exploration nonetheless. Instead of serving one organization focused
on one cause, she chooses to travel the entire world of not-for-profits as a consultant. She works
diligently to gain a deep understanding of each organization's impact on an individual and its
community, and she interacts with the staff and volunteer leaders who make possible the vital work
that transforms our world.
Before joining The Alford Group, JoAnn worked as major gifts and planned giving officer, foundation
executive director and capital campaign director. As a board member she has served a community
land trust; regional museum of culture, art and history; resource for technical assistance to emerging
nonprofits, and international bicycle transportation effort, as well as the Association of Fundraising
Professionals—Washington Chapter.
Joined The Alford Group: 2006
Clients served include: Overlake Hospital Foundation, Seton Medical Center
Foundation, Agros International, Habitat for Humanity of
Seattle/South King County, YMCA of Greater Seattle,
RiteCare of Washington, Nikkei Concerns, Clover Park
Technical College, Seattle Central Community College,
Hamlin Robinson School, Andrews University, Panorama,
Willamette View, Kin On Community Health Care, Seattle
Public Library Foundation, Tacoma Art Museum
Education & Certifications: B.A. Anthropology, Beloit College
Certified Fund Raising Executive (CFRE) since 2000
AVG-
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THE ALFORD GROUP
200 West Mercer Street I Suite E-304 I Seattle I Washington 198119
206.548.0451 1206.548.0150 fax
jvoshimotot�alford.corn I www.alford.com I Connect with me on Linkedln
"I am honored to work
alongside organizations
during the most
,
transformational moments in
their history."
Jennifer Shin, CFRE
} Consultant
o
Jennifer joined The Alford Group in 2019 after serving the nonprofit sector for over twelve years with
responsibilities in fundraising, relationship management, staff development, marketing and analytics.
As a seasoned fundraising professional for both a public library foundation and social service
agency, Jennifer has repeatedly streamlined fundraising operations, implemented strategic
initiatives, trained and restructured teams, and reinforced key relationships at all levels. In her role
as a consultant, she is dedicated to building comprehensive community enhancing fundraising
campaigns that are aligned with each organization's strategic direction and priorities.
Previously serving as the director of development at The Seattle Public Library Foundation, Jennifer
was responsible for implementing a fundraising program that included individual and legacy giving,
donor stewardship, special events, and board relations. During this period, she managed all
stewardship and reporting functions for their endowment fund, strategized the digital marketing and
acquisition efforts for a 230K opted-in online audience, convened a volunteer leadership advocacy
committee, and piloted new fundraising initiatives to diversify their revenue streams.
Jennifer also served as the associate director of development at Catholic Charities of Western
Washington where she directed state-wide fundraising and communication initiatives and was
responsible for raising $4 million annually. Over the course of nearly 10 years, she consistently grew
their annual and major giving program, stewarded their major giving society, centralized fundraising
operations across 175 programs, directed all donor communication and led a team of over 20
programmatic fundraisers across the state. She also supported several major campaigns that
expanded much-needed community services.
Since joining The Alford Group, Jennifer has shared her passion for development assessments and
capacity building projects rooted in data analytics and a deep understanding of fundraising best
practices. She is also committed to the fundraising profession where she serves as a committee
member for both the Association of Fundraising Professionals Global and the Washington Planned
Giving Council. When Jennifer isn't analyzing data, you can find her hiking the Cascades with her
dog, Enzo, or volunteering as a tutor for her local library.
Joined The Alford Group: 2019
Clients Served: Orion Industries, Food Lifeline, Rare, Vital Ground Foundation,
Sanctuary Centers, Walla Walla University, Hamlin Robinson School,
Gig Harbor FISH, George Pocock Rowing Foundation, North Valley
Christian Academy
Education & Certifications: MBA, Seattle University, Seattle
BA Political Science, University of Washington, Seattle
Certified Fund Raising Executive (CFRE) since 2019
200 West Mercer St. I Suite E-304 I Seattle I Washington 198119
206 548 0451 1206.548.0150 fax
jshina_alford.com I www.alford.com
Even if we don't hay- e power to
choose where we come from, we
can still choose where we go from
there." - Stephen Chbosky -t ..
ry
iow
Mariah i~ fight, MB A
Senior Client vice Ass. •
Mariah joined The Alford Group in 2018 as a Senior Client Service Associate of the West Division.
She has thrived in mission-driven organizations with diverse stakeholders and innovative
approaches to problem solving. Mariah gained experience in development and donor services at
The Pittsburgh Foundation while supporting philanthropic initiatives and propelling innovative tactics
for maximizing donor cultivation and fund development. Most recently, as a consultant for an
international NGO, she designed a microfinance program in northern Uganda, secured three years
of funding, developed a business training curriculum for the program beneficiaries and held the first
training session with over 60 participants.
To meet the needs of her teams and clients, she has pursued advanced education and specialized
training in project management, stakeholder analysis, data visualization, writing and editing, strategic
planning, and donor-centric fundraising. She enjoys improving processes, maintaining data integrity,
and empowering teams to manage results and accomplish their social impact goals.
These passions are further exemplified by her involvement in a variety of non-profit organizations as
board member, volunteer and donor. Currently, she serves on the board of directors for an
organization that provides grants for microfinance, public health, and education projects in
developing countries. Additionally, she volunteers for a Seattle organization that enables horses to
transform the bodies, minds and spirts of people with disabilities.
When she's not volunteering her time, Mariah enjoys traveling, spending time with her family and
kitties, hiking, skiing and doing yoga. She has traveled to over 20 countries on five continents and
strives to bring her cross-cultural communication and cultural sensitivity skills to every project she
works on and relationship she builds.
Joined The Alford Group: 2018
Clients served include: Edmonds Community College Foundation, Parker Adventist Hospital
Foundation, Oregon Ballet Theatre, Pioneer Human Services, Seattle
Shakespeare Company
Education & Credentials: MBA, Finance & Strategy, University of Pittsburgh, PA
MID, NGOs & Civil Society, University of Pittsburgh, PA
BS, Journalism, Boston University, MA
C
AV
THE ALFORD GROUP
200 West Mercer I Suite E-304 I Seattle I Washington 198119
206.548.0451 1206.548.0150 fax
mfosnightna.alford.com I www.alford.com
About The Alford Group
As a national full-service consulting firm serving not-for-profits since 1979, The Alford Group has
empowered more than 3,000 mission-based organizations to grow, improve, fulfill their missions
and change the world. Our mission is to strengthen the not-for-profit community. We offer
customized solutions in fundraising, organizational strategy, assessment, governance and
professional development, all based on sound principles, guidance, tools and structures that
help organizations realize their dreams for the future.
Our approach centers on partnership and we involve and guide you in every step of the
process. First, we tailor our consulting teams and services specifically to meet your needs.
Second, our core values—creativity, diversity, excellence, integrity, joyfulness, leadership, and
respect—infuse each project and activity on which we work. Third, we work with you throughout
the service to ensure your organization is left stronger, with higher capacity and a greater sense
of ease in your work as a result of our time with you.
We have offices in Chicago, New York and Seattle, and our consulting staff represents decades
of experience in volunteer, staff and consulting roles with not-for-profit organizations. Our
methodology, in theory and practice, is designed to advance the mission and vision of our
clients. As a result, we distinguish ourselves by:
Empowering staff
and volunteers... ...with the knowledge and resources to take that essential step
beyond planning to implementation of projects;
Offering tailored,
responsive ...by senior professionals who understand the local and regional
philanthropic landscape and are supported by the resources of a
services... • national firm:
Employing ...each with a passion for exploration, assessment, and creativity,
accomplished who have first-hand experience in the field and bring to consulting a
diverse body of knowledge and understanding of the industry, its
consulting staff... scope and challenges; and
Advancing best ...The Alford Group has been a consistent leader in the field of
practices in the philanthropy for 34 years. Members of our team often contribute to
industry.... articles, research, and courses in addition to speaking
y . engagements and conference presentations or panel discussions.
The Alford Group& Family First Community Center Page 16 �U�
Proposed Contract for Mid-Campaign Assessment&Planning and Campaign Counsel February 28, 2020 0
Services
The Alford Group has extensive experience working with all segments of the not-for-profit
community to enhance leadership, establish best practices in the field, and develop institutional
capacity to meet strategic goals and objectives. Our service areas include:
Organizational Strategy
• Strategic Planning
• Strategic Visioning
• Strategic Implementation Counsel
• Mergers and Strategic Alliance Counsel
• Program Development
• Benchmarking
Fundraising
• Feasibility/Campaign Planning Studies
• Campaign Planning and Management
• Development Planning
• Major Gifts Counsel
• Planned Giving Counsel
• Other Philanthropic Program Planning & Management
• Key Messaging and Case Development
Assessment
• Development Assessment
• Governance Analysis
• Organizational Assessment
• Philanthropic Market Assessment
• Staffing and Infrastructure Assessment
• Surveys
• Benchmarking
Governance
• Board Development
• Bylaw Review
• CEO and Staff Evaluation
• Governance Analysis
Professional Development and Training
• Board and Staff Training
• Executive Leadership Coaching and Counsel
Corporate Impact
• Corporate Giving Analysis
• Corporate Philanthropy Program Design
The Alford Group& Family First Community Center Page 17 , Ug.,
Proposed Contract for Mid-Campaign Assessment& Planning and Campaign Counsel February 28, 2020 �7A��
Appendix A: Areas of Analysis
The assessment will focus on the following six key areas important to philanthropic success,
plus an examination of crucial issues that could impact the campaign:
•Potential donors must view Family First •Prospective donors must believe that the
positively.They must perceive that the priority campaign objectives will further
services Family First provides are needed Family First's mission and enhance the
and of value to the community. Further, institution's programs and services.
they must believe that Family First Additionally, they must find the case
operates efficiently and prudently.The prospectus outlining the priorities clear
study will assess the overall image and and compelling.We will assess the appeal
reputation among past,current,and of the priority projects with current and
potential constituents. potential donors and stakeholders.
Image Appeal •
•Family First must be able to identify and •Family First must also be able to identify
recruit a sufficient number of interested and and secure financial support from logical
influential community leaders to serve in constituencies as well as donors prepared
various campaign leadership roles.These to give lead and major gifts to the
volunteers must be willing to commit their campaign.The study will assess Family
time and financial resources to the campaign, First's ability to identify and secure
and be capable of inspiring others to support potential philanthropic support among
the campaign effort.The study will assess the current and new constituents.
effectiveness of current leadership structures
Volunteer Gift Potential/
Leadership ' Financial Capacity
•To the degree possible, Family First should •Family First must have adequate financial
time the campaign not to conflict with resources, staffing and administrative
other major campaign efforts involving the systems in place to mount and manage a
same volunteer leadership or donor major campaign.The study will assess
constituencies and to occur in a favorable Family First's internal capacity to
philanthropic climate.The study will assess successfully manage the proposed
the philanthropic and economic climate in campaign, including staffing, systems,
the local community and the surrounding policies, data management, and other
re.ion and determine its im.act on the infrastructure, all while maintainin. the
Climate and
Timing '' Internal Readiness
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Proposed Contract for Mid-Campaign Assessment&Planning and Campaign Counsel February 28,2020 'a: Q
Appendix B: Selected Clients
ACT Theatre—A Contemporary Theatre— Horizon House— Seattle, WA (Campaign
Seattle, Washington (Ongoing Resource Counsel)
Development Counsel)
Hugo House— Seattle, WA (Campaign
After School Matters — Chicago, IL Counsel)
(Fundraising Analysis and Partnership
Strategy) Kin On Health Care Center— Seattle, WA
(Feasibility Study and Campaign Counsel)
Agros International — Seattle, WA
(Leadership Development/Training) Kohala Institute— Kapaau, HI (Campaign
Counsel)
Annie Wright Schools— Tacoma, WA
(Campaign Counsel) Kohl Children's Museum — Glenview, IL
(Development Assessment)
Blood Bank of Alaska —Anchorage, AK
(Campaign Counsel) LifeWire— Bellevue, WA (Feasibility Study
and Campaign Counsel)
CALM — Child Abuse Listening Mediation
— Santa Barbara, CA (Campaign Counsel, Lummi Island Heritage Trust—Lummi
Alford Analytics) Island, WA (Resource Development)
Captain Joseph House Foundation — Port McGaw YMCA— Evanston, IL (Feasibility
it Angeles, WA (Major Gifts Counsel) Study, Campaign Counsel)
Evergreen Treatment Services — Seattle, Metro Parks Tacoma— Tacoma, WA
WA (Organizational Counsel, Strategic (Development Assessment)
Planning)
Our Lady of Fatima Parish School —
The Field Museum — Chicago, IL Seattle, WA (Resource Development)
(Corporate Partnership Strategy)
Outdoors for All Foundation — Seattle,
Greater Tacoma Community Foundation WA (Feasibility Study)
— Tacoma, WA (Data Analytics)
Panorama —Lacey, WA (Feasibility Study)
Group Health Foundation — Seattle, WA
(Resource Development) PAWS — Lynnwood, WA (Campaign
Counsel, Prospect Research)
Habitat for Humanity International —
Atlanta, GA (Feasibility Study) Peace Community Center— Tacoma, WA
(Feasibility Study)
Hamlin Robinson School — Seattle, WA
(Feasibility Study and Campaign Counsel) Peace for the Streets by Kids from the
Streets— Seattle, WA (Strategic Planning)
Harbor Soccer Club— Gig Harbor, WA
(Feasibility Study) Pediatric Interim Care Center—Kent, WA
(Campaign Counsel)
The Alford Group& Family First Community Center Page 19 4
Proposed Contract for Mid-Campaign Assessment& Planning and Campaign Counsel February 28, 2020 �► �( ,+,
Pierce College Foundation — Puyallup, Youth Symphony Orchestra— Seattle, WA
WA (Resource Development) (Resource Development)
Pioneer Human Services — Seattle, WA Self-Storage Association Foundation —
(Feasibility Study) Alexandria, VA (Development Assessment
and Campaign Counsel)
Poulsbo North Kitsap Rotary —Poulsbo,
WA (Campaign Counsel) Shoreline Community College—
Shoreline, WA (Strategic Planning)
Providence St. Mary Hospital Foundation
— Walla Walla, WA (Campaign Counsel) Skagit Valley College— Mt. Vernon, WA
(Campaign Counsel)
Rocky Mountain Adventist Healthcare
Foundation — Greenwood Village, CO Tacoma Art Museum — Tacoma, WA
(Feasibility Studies) (Resource Development)
Ryther— Seattle, WA (Campaign Counsel) Tacoma Community House— Tacoma,
WA (Campaign Counsel)
St. Luke School — Shoreline, WA
(Campaign Counsel) University Child Development School —
Seattle, WA (Campaign)
St. Mary Catholic School —Aberdeen, WA
(Feasibility Study, Campaign) Valley of the Sun United Way—Phoenix,
AZ(Development Assessment)
St. Patrick School — Tacoma, WA
(Feasibility Study) Walla Walla University — College Place,
WA (Campaign Counsel)
Sanctuary Centers of Santa Barbara—
Santa Barbara, CA (Campaign) Washington Hospitality Association —
Seattle, WA (Organizational Counsel)
Santa Barbara Museum of Art— Santa
Barbara, CA (Training) Wenatchee Valley College— Wenatchee,
WA (Training)
Seattle Goodwill — Seattle, WA (Training)
Whatcom Community College
Seattle Girls' School — Seattle, WA Foundation —Bellingham, WA (Feasibility
(Feasibility Study) Study)
Seattle Nativity School — Seattle, WA Willamette View Retirement Community
(Leadership Development) — Portland, OR (Feasibility Study)
Seattle Public Library— Seattle, WA YMCA Valley of the Sun —Pheonix, AZ
(Campaign Counsel) (Organizational Counsel)
Seattle Shakespeare Company — Seattle, YWCA of the USA — Washington, DC
WA (Feasibility Study) (Strategic Planning Facilitation)
Seattle Urban Academy/CRISTA —
Seattle, WA (Feasibility Study)Seattle
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Proposed Contract for Mid-Campaign Assessment& Planning and Campaign Counsel February 28, 2020 `'a' AW