What the buyer needs
AI summaryThe FIU Foundation seeks proposals from qualified vendors to deliver specialized investigative research, wealth insight, and relationship mapping solutions. The selected vendor will compile deep-dive dossiers on targeted Ultra-High-Net-Worth Individuals detailing their asset structures, private company ownership, philanthropic structures, personal passions, and circle of influence, while also analyzing the Foundation's internal network to identify warm relationship pathways and connection points. Only onshore United States organizations are eligible to bid, and the vendor will perform all work offsite while adhering to Florida International University security and technical standards. Applicants can submit responses digitally via email or online, and proposals must detail the research methodology alongside pricing for a three-year fixed annual subscription fee. The Foundation requests that the offer period remain open through January 30, 2027.
Scope of work
- Provide specialized investigative research and wealth insight profiles on specific Ultra-High-Net-Worth Individuals (UHNWIs)
- Analyze internal networks including leadership, boards, alumni, and key contacts to identify relationship pathways and secondary connections
- Deliver deep-dive dossiers on targeted UHNWIs detailing holistic asset structures and private company ownership
- Detail philanthropic structures, personal passions, and circles of influence for targeted UHNWIs
- Map internal professional, civic, educational, and philanthropic histories for warm introduction bridges
- Provide definitions of research methodology such as human analysts versus AI-driven mapping
- Provide access to the full set of comprehensive research data and pathway information
Minimum qualifications
- Adhere to Florida International University security and technical standards
- Registered with and uses the U.S. Department of Homeland Security E-Verify system pursuant to §448.095, Fla. Stat.
Documents to include with your response
- Definitions of the vendor's research methodology
- Pricing for a fixed annual subscription fee for three years
- Subcontractor affidavit stating no employment of unauthorized aliens, if applicable