Vitalyst Health Foundation is seeking a contractor to conduct a thorough needs assessment and facilitate selecting its next grants management system (GMS).  

To better meet the needs of prospective partners, grant partners, and the Vitalyst team, we are eager to find a technology solution to support and streamline our entire grants and partnerships process.  

Goals, Design, and Scope of Work 

Vitalyst will work collaboratively with the contractor to develop a detailed scope of work. However, at a minimum, deliverables for this scope of work must include: 

Needs Assessment  

1. Review Vitalyst’s current grantmaking process and tools used throughout that process. 
2. Conduct interviews with the Vitalyst team members (Grants and Partnerships Team, and Finance and Accounting Team) to understand the linkages between GMS data and other departments. 
3. Assess the user experience of grant partners who use other systems. 
4. Document user needs, specifications, wants, and “must-haves.” 

GMS Scoping 

1. Research and come up with a short list of GMS options that address the needs defined above. 
2. Provide recommendations for technology identified that can best meet all solutions and requirements to streamline and improve funding management with a particular lens towards trust-based philanthropy. 
3. Facilitate the selection process to choose the new GMS. 

Read the full Request for Proposal (RFP) with timeline details here.