UNIVERSITY OF MASSACHUSETTS

Request for PROPOSAL

Federal Government Relations and/or Federal Agency Consulting Services

RFP# CP16-DF-1102

SUBMITTED BY THE UNIVERSITY OF MASSACHUSETTS, PURCHASING DEPARTMENT, SHREWSBURY, MA 01545

SPONSORED BY

THE UNIVERSITY OF MASSACHUSETTS PRESIDENT’S OFFICE


1.0 GENERAL INFORMATION

1.1  SUMMARY

The purpose of this request for proposal is to review and select an experienced federal relations firm(s) with strong federal agency contacts and extensive Congressional expertise with the Massachusetts delegation and relevant committees and subcommittees to:

·  Serve as the primary communication link between the UMass Office of the President and federal agencies/offices.

·  Coordinate communication between the Office of the President and the Campuses related to federal activities and goals.

·  Assist the university in increasing and diversifying its annual revenue from sponsored research announcements and appropriations;

·  Strengthen the University’s competitive position for sponsored research awards;

·  Catalyze support for established and emerging areas;

·  Increase the frequency and scale of sponsored awards;

·  Influence the development and impact of federal policy, regulation, and decision-making

·  Identify and advance legislative opportunities benefitting University programs either through appropriations, line items, or newly established or amended programs

·  Utilize social media, blogs, websites, and the whole host of digital technologies in support of advocacy

·  Identify programmatic opportunities within federal agencies

The selected firm must have a proven track record in identifying, analyzing and advocating on legislation, budget items, grants, regulations and other issues that could impact the University of Massachusetts.

The firm(s) selected through this process will be required to sign the University’s standard Contract for Services (CFS) prior to a purchase order being issued and work commenced. A sample of the University CFS can be viewed in Appendix A.

Changes allowed to the CFS are limited. Therefore, all vendors should acquaint themselves with the CFS prior to submitting a response to this RFP.

This request for proposals does not create any contractual relationship between the University of Massachusetts and any party. The University reserves the right to accept or reject any or all proposals submitted for this project without recourse.

1.2 UNIVERSITY SYSTEM

The University’s five campuses and Central Administration Office are geographically dispersed throughout the state. Each campus possesses a unique and complementary mission. A single Board of Trustees composed of 19 voting members and 3 non-voting members governs the University. The President of the University oversees the five-campus system, and each campus has its own Chancellor reporting directly to the President.

The University is composed of the following campus operating units and related organizations:

UNIVERSITY CAMPUSES

·  Central Administration

·  Amherst Campus

·  Boston Campus

·  Dartmouth Campus

·  Lowell Campus

·  Worcester Campus

RELATED ORGANIZATIONS

·  University of Massachusetts Building Authority

·  University of Massachusetts Foundation, Inc.

·  Worcester City Campus Corporation, and subsidiaries

·  The UMass Memorial Foundation, Inc.

·  University of Massachusetts Dartmouth Foundation, Inc.

UNIVERSITY CAMPUSES

Central Administration – Office of the President

The University of Massachusetts Board of Trustees, appointed by the Governor, oversees the University including appointing the President, setting policy, approving the budget and fees, and approving new programs. The Board of Higher Education subsequently approves new programs in its role as statewide coordinating board, and also sets the relatively small component of student charges comprising tuition.

The President, as the principal academic and executive officer of the University, coordinates the work of all campuses and promotes the general welfare of the University as a whole and in its parts. The Office of the President is responsible for supporting the President in ensuring that the campuses adhere to Trustee policies and master plans and that the University maintains the highest and most effective stewardship of its resources. The Office of the President is also responsible for the preparation of the University’s Annual Financial report and A-133 report of federal funds and the University’s annual budget request which is presented to the Board of Trustees and to the Governor and the General Court.

Shared services have been deployed in key support functions such as information technology, financial administration, auditing and legal services. The Office of the President is responsible for managing the shared services for the University in an environment of collaborative governance in which the campuses, as the consumers of the services, are deeply involved in decision making and direction setting. These shared services are performed in Shrewsbury, MA and include financial reporting and system wide budgeting; legal services; centralized debt administration; labor relations and benefits administration; internal audit; information technology services including enterprise wide Finance and Payroll/Human Resource Management systems; centralized banking, tax and investment services; and liability, vehicle, and other insurances. The Office of the University Controller coordinates the University Audit and A-133 Financial Reporting.

Amherst Campus

The Amherst campus, located in Amherst, Massachusetts is the University’s flagship campus. The campus sits on nearly 1,450 acres in the scenic Pioneer Valley in Western Massachusetts approximately 90 miles west of Boston and 175 miles from New York City. With a student body of approximately 22,382 FTE undergraduate and approximately 4,717 FTE graduate students enrolled in the fall of 2014, the Amherst campus offers the most comprehensive and varied programs of the campuses in the University system, including liberal arts and professional programs, in addition to doctoral and research programs. It offers six associate-level programs and 111 bachelors, 76 masters and 47 doctoral degree programs. During the 2013-2014 academic year, 297 associate/certificate, 5,674 bachelor and 1,757 advanced degrees were conferred. Students may enroll in the Commonwealth Honors College, School of Education, College of Engineering, College of Humanities and Fine Arts, Isenberg School of Management, School of Nursing, College of Natural Sciences, School of Public Health and Health Sciences, College of Social and Behavioral Sciences and the Stockbridge School of Agriculture, which offers associate level programs.

The Amherst campus continues its commitment to academic excellence through its investment in faculty, students and infrastructure. These investments on campus include:

·  The new Commonwealth Honors College Residential Community opened in FY14 as one of the nation’s premier residential honors colleges. The facility represents a $188 million, six-building complex featuring 1,500 beds, nine classrooms and faculty residences as well as space for gathering, advising and administration. This new complex has helped recruit the best and the brightest students with SATs at 1357 and GPAs at 4.21.

·  The Massachusetts Life Sciences Center awarded UMass Amherst for $95 million to partner with life sciences companies in developing new products and services. The investment is designed to extend the fast-growing sector to western Massachusetts. Faculty in three new research centers will be housed in the new $160 million Life Science Laboratories complex.

·  In the fall of 2015, the new Integrative Learning Center (ILC) will open. The ILC is a 173,000 square foot state-of-the-art academic center housing 2,000 new seats including team based learning classrooms.

Even as the campus incorporates modern teaching methods involving new communication and information technology, it remains an immersive, residential campus serving predominantly full-time students who learn from peers as well as professors. True to its Land Grant roots, the campus is engaged in research and creative work in all fields. U.S. News and World Report’s annual college guide ranks UMass Amherst among the nation’s Top 30 public universities. UMass Amherst is a research powerhouse with total research expenditures in fiscal 2014 totaling more than $200 million.

Boston Campus

The 175-acre Boston campus is located three miles from downtown Boston on a harbor peninsula with the John F. Kennedy Presidential Library, the Massachusetts State Archives and Commonwealth Museum and the Edward M. Kennedy Institute for the United States Senate. It is currently a non-residential campus, however campus residence halls are under development with expectations to be established within three years. The Boston campus focuses on the academic needs of the local urban and non-traditional population and research and policy needs of business, government, and communities in the greater Boston metropolitan region.

Celebrating its 50th anniversary, the University of Massachusetts Boston is deeply rooted in the city’s history, yet poised to address the challenges of the future. Recognized for innovative research, metropolitan Boston’s public research university offers it students both an intimate learning environment and the rich experience of a great American city. UMass Boston’s most distinguished intellectual contributions are in social sciences, education, health and wellness, and the exact sciences, with faculty earning national and international recognition in biology, environmental, earth and ocean sciences; green chemistry, and disability studies.

The Boston campus has a diverse student body, consisting of approximately 10,371 FTE undergraduate students and approximately 2,825 FTE graduate students enrolled in the fall of 2015. The campus’s 204 undergraduate, graduate and certificate programs, offered through its 11 colleges and graduate schools, serve their students while engaging local and global constituents through academic programs, research centers and public service. During the 2014-2015 academic year 11 undergraduate certificates, 323 graduate certificates, 2,442 bachelor and 1,098 Masters and Doctoral degrees were conferred.

As the only public university in the Greater Boston area, UMass Boston has a unique mission to provide access to high-quality, low-cost education. With approximately 80 percent of UMass Boston graduates choosing to stay in Massachusetts, the University believes it is essential for future contributors to the state’s economy to learn in 21st-century facilities and research environments.

Classes started in spring 2015 in the Integrated Sciences Complex (ISC), the first new academic building on campus in nearly 40 years. The new building has begun to advance student and faculty access, engagement, and success with state-of-the art research, teaching, and training laboratories. Its design promotes collaboration among students, faculty, staff, and visitors while opening doors to strategic and community partnerships and funding opportunities.

Over the next several years, UMass Boston will continue work on six major capital projects which will transform the campus. The projects are necessary to remedy serious construction deficiencies from the past, bring teaching and learning spaces up to current pedagogical standards, and support the research enterprise. The projects are General Academic Building 1 (GAB1), General Academic Building 2 (GAB2), utility corridor and roadway relocation (UCRR), renovations to existing academic buildings, and demolition of the Science Center and substructure. The establishment of residence halls are also planned.

Dartmouth Campus

The Dartmouth campus (“UMass Dartmouth” or the “Dartmouth Campus”) distinguishes itself as a vibrant public research university dedicated to engaged learning and innovative research resulting in personal and lifelong student success. The Dartmouth Campus serves as an intellectual catalyst for economic, social and cultural transformation on a global, national and regional scale. The Dartmouth Campus offers more than 50 undergraduate and 40 graduate programs of study (including 12 at the Doctorate level) through the College of Arts and Sciences (with a School of Education), the Charlton College of Business, the College of Engineering, the College of Nursing, the College of Visual and Performing Arts, the School for Marine Science and Technology and the UMass School of Law. The main campus, designed by the eminent architect Paul Rudolf, is located on 710 acres in Dartmouth and is approximately 55 miles south of Boston and 30 miles east of Providence, Rhode Island. Other Dartmouth Campus sites include the University of Massachusetts School of Law in Dartmouth, the School for Marine Science and Technology on the waterfront in New Bedford, the Star Store Center for the Arts in New Bedford, the Advanced Technology and Manufacturing Center in Fall River and offices in New Bedford, Fall River and Fairhaven.

On February 2, 2010, the Massachusetts Board of Higher Education issued approval for UMass Dartmouth to offer the Juris Doctor (J.D.) degree and establish the first public law school in the Commonwealth. Through the donation of assets to the University of Massachusetts Foundation, Inc. (the “Foundation”), including the facility, equipment, systems and furnishings from an existing private law school (Southern New England School of Law or “SNESL”), the Dartmouth Campus admitted the first class of new students to the University of Massachusetts School of Law in August 2010. The opening August 2010 head count enrollment for the first year was 316, which was comprised of 165 new law students and 151 students continuing from SNESL. During the first year, 51 of the 151 mid-stream students graduated with the J.D. degree and the bar pass rate of those who took the Massachusetts Bar was within 15% of the average bar pass rate for Massachusetts law schools accredited by the American Bar Association (“ABA”). The law school prepared a comprehensive self-study for consideration of provisional ABA accreditation and received an ABA site visit; the final decision for provisional accreditation was granted on June 12, 2012. Current downturns in admissions to law schools across the country have resulted in a somewhat smaller than expected number of new students; the fall 2014 overall enrollment was 215. Despite lower than expected law school enrollment, the Dartmouth Campus’s detailed overall enrollment and revenue planning for a variety of admissions demand scenarios continues to ensure institutional strength and provides for hiring and program development needed to ensure educational quality and success. The law school has a public-service focus, with a 4 curriculum concentrating on civil and human rights, legal support for businesses, economic justice and community law. The operating plan for the new law school calls for increasing enrollment, recruiting faculty, and improving assets in order to prepare the school for full accreditation from the ABA in 2015.

The Dartmouth Campus had 6,644 FTE undergraduate and 1,286 FTE graduate students enrolled in fall 2014. During the 2013-2014 academic year, 9 undergraduate certificates, 1,276 bachelors and 537 advanced degrees/certificates were conferred. The most recent edition of U.S. News and World Report’s (“U.S. News”) “America’s Best Colleges” ranks UMass Dartmouth as the number two public regional university in New England. The College of Engineering is listed among the best undergraduate engineering programs in the country, as are the online programs. The Dartmouth Campus, which is implementing its strategic plan, UMASSDTRANSFORM2020, weaves the research, academic, creative and community service activities of faculty and graduate students into the undergraduate experience and into the economic and cultural life of southeastern Massachusetts and beyond. Areas of focus for the strategic plan include doctoral research university status, marine science, law and public policy, K-12 schools, healthcare, economic development and the creative economy. The University is undertaking the planning and development of a new classroom building for the Charlton College of Business and has begun planning for a new $55 million academic building on the campus.