Structured proposal — Impact Management Platform

1. Executive summary

This proposal recommends IMP Pilot / Portfolio (Pilot) based on a structured needs assessment. IMP holds people, consent, programmes, delivery evidence, and accountability finance as the operational system of record. Methodology judgement remains with institutional advisors; residual capacity remains with the buyer.

Preferred starting path is a pilot — IMP Pilot Sandbox / Portfolio with clear success criteria and Year 1 conversion credit.

2. Scope summary

Desired outcomes: Not yet selected. Organisation footprint: Not specified, Not specified, Not specified. Priority modules: Not yet selected. Data starting point: Not specified, with guided import templates. Field support: Not specified.

3. Recommended package & deliverables

IMP Pilot / Portfolio

Time-boxed portfolio engagement: multi-programme MERL workspace, guided migration, success criteria, closing pack.

• Pilot plan (2–6 weeks or 90-day sandbox path). Agreed scope, success criteria, and check-in cadence.
• Data templates + import support. Mapped import of legacy Excel/CSV with duplicate handling guidance.
• Mid-pilot check-in. Confirm coverage, consent quality, and first results/evaluation entries.
• Closing pack. Exports + “what the system now holds” summary for internal or funder review.

4. Commercial estimate (USD)

• Platform licence (Year 1)1 module · footprint-weighted · residual capacity stays with you$16,500
• Implementation & configuration$9,000
• Training & handover$5,000
• Pilot portfolio MERL + migration supportSoftware capability in workspace — not unlimited advisory hours$59,000
• Guided data migration (pilot)Templates + mapped import support$7,500

Package 7 is custom-vetted. Figures above are indicative for committee discussion; final commercial terms follow institutional RFP / security review.

5. Suggested engagement path

1. Optional: 90-day 90-day IMP Pilot Sandbox under invoice / PO.
2. Scope lock and institutional invoice for Year 1 package (or LTA call-off).
3. Implementation, training, residual capacity handover.

Sandbox success criteria

• · Core team logs in and completes role-based walkthrough
• · Organisation workspace configured from your Needs Designer answers
• · Sample / demo records loaded so the team can click real screens on day one
• · Written go / no-go recommendation for Year 1 package with pilot credit applied

6. Next institutional action

Route this pack to finance / evaluation committee. Generate an invoice or PO request without a sales gauntlet, or attach the sole-source justification where limited competition rules apply.