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ATTACHMENT C – WRITTEN RESPONSE TEMPLATE
IDFPR Cannabis Media Campaign RFP Open Market Bid 26-440DFPR-SECRE-B-53922 This document serves as a basic template for Offerors to utilize or replicate for their proposals to the Illinois Department of Financial and Professional Regulation’s (“IDFPR”) Cannabis Media Campaign Request for Proposal (“RFP”). However, in order to ensure responsiveness, Offerors shall adhere to the requirements outlined below when submitting proposal responses to Sections F.1 through F.3 of the RFP:
· No more than 50 one-sided pages, no less than Narrow Margins (0.5” on all boundaries), typical font styles (i.e., Tahoma, Calibri, Times New Roman, Aptos, or Arial), and no less than 9-size font on all response text. This template is currently formatted with Narrow Margins and 9-size font using the Tahoma font.
· Supplemental documentation such as resumes, biographies, or work samples from creative portfolio are not subject to this requirement.
· The creative portfolio may also include a summary that provides short descriptions and campaign results.
· Discuss the Offeror’s experience as it relates specifically to the Selection Criteria. Do not look at the criteria headings and do not submit generic information on each one. Provide specific examples of what the Offeror has done for clients that address the criteria. Mini-case history format works best to illustrate the Offeror’s experience.
F.1. Contract Requirements: Please read each contract requirement carefully in F.1. These contract requirements shall be included in any contract resulting from this solicitation.
| CONTRACT REQUIREMENTS |
| Vendor Acknowledgement of Contract Term |
| F.1.1. |
| Vendor shall perform a commercially useful function relevant to the production and execution of the marketing campaign(s) while providing the necessary goods and/or services needed for the fulfillment of contract requirements and deliverables. |
| ☐ Agree |
| F.1.2. |
| Vendor shall carry out the obligation of performing, managing, and supervising the work involved. |
| ☐ Agree |
| F.1.3. |
| Vendor shall perform work that is normal for its business services and functions. |
| ☐ Agree |
| F.1.4. |
| Vendor shall not subcontract a portion of the work that is greater than expected to be subcontracted by normal industry practices. |
| ☐ Agree |
| F.1.5. |
| Vendor is responsible with respect to products, inventories, materials, and supplies required for the contract, for negotiating price, determining quality and quantity, ordering, installing (if applicable), and making payment. |
| ☐ Agree |
| F.1.6. |
| Vendor shall employ, on behalf of IDFPR, the Vendor’s knowledge and best practices including, but not limited to, strategic marketing, creative development, media planning/buying, partnership marketing, website development, management, and design. |
| ☐ Agree |
| F.1.7. |
| Vendor is responsible for all advertising, creative development, and production, media planning, media buying, shipping/trafficking, measurement/analysis, and legal clearance for domestic/State markets. These responsibilities might include, but are not limited to, broadcast, print, out-of-home, collateral, social, digital, and other new media. |
| ☐ Agree |
| F.1.8. |
| Vendor shall have an in-house or established partnership for providing digital services. Services may include website design and maintenance, creating and maintaining databases, creating and executing online and social marketing campaigns, creating e-Newsletters, and search functionality. Overall, the Vendor must demonstrate a seamless integration between online and offline account management to maximize the state’s marketing dollars and effectiveness. |
| ☐ Agree |
| F.1.9. |
| Vendor is responsible for marketing and advertising planning and execution based on research that includes a review of other similar marketing programs and an assessment of Illinois’ consumers. |
| ☐ Agree |
| F.1.10. |
| Vendor is responsible for strategic planning and research assistance, including but not limited to, design, execution, and analysis. |
| ☐ Agree |
| F.1.11. |
| Vendor is responsible for media buying capabilities on a local and national market basis, and across all types of media. |
| ☐ Agree |
| F.1.12. |
| Vendor shall provide account services to cover IDFPR needs in the management of the above, as well as assist IDFPR in field activities and/or activations with key constituents (individuals, associations, and businesses). |
| ☐ Agree |
| F.1.13. |
| Vendor shall manage subcontractors in the performance of services deriving out of, or ancillary to, the final scope of services, including the ability to retain qualified BEP subcontractors. The awarded Vendor shall be required to contractually commit to the BEP goal outlined in Section C.9. for subcontractors that have been certified as owned and controlled by persons who are minority, female or who have disabilities as defined in the Business Enterprise Program Act for Minorities, Females and Persons with Disabilities (BEP) (30 ILCS 575/1). |
| ☐ Agree |
| F.1.14. |
| Vendor team and associated partners/subcontractors will be required to meet with IDFPR and their partners on an as-needed basis at their own expense at the IDFPR Chicago office location during normal business hours of 8:30AM through 5:00PM CST. Meetings may also occur virtually. |
| ☐ Agree |
| F.1.15. |
| Vendor is required to advance all costs incurred. See Section E.8 for Invoicing Requirements. |
| ☐ Agree |
| F.1.16. |
| Vendor shall work as an extension of IDFPR. Vendor staff’s relevant experience and tenure at the Vendor is important, as well as their knowledge of Illinois and the Illinois Cannabis Programs. Collaboration as well as a strong attention to detail are all qualities Vendor staff must possess. It is important that the Vendor’s staff be able to establish strong working relationships with any or all subcontractors and Department personnel with IDFPR. |
| ☐ Agree |
| CONTRACT MILESTONES AND DELIVERABLES |
| Vendor Acknowledgement of Contract Term |
| F.1.17. |
| Vendor will provide the following reports to IDFPR as required. |
· Monthly project status reports detailing status of all projects (ongoing, completed, next steps, etc.).
· Additional reports or information regarding performance under this contract as may be reasonably required by IDFPR.
☐ Agree
| F.1.18. |
| Vendor will retain the following information and provide to IDFPR upon request: |
· All source documentation and records of all campaign materials placed, and integrated services contracted, including verification that the current campaign ran.
· All time billing documents for all services provided under this contract.
☐ Agree
| F.1.19 |
| IDFPR and Vendor will mutually agree upon a process that will allow for periodic assessment and feedback concerning the overall performance by the Vendor and its subcontractors. |
| ☐ Agree |
F.2. Mandatory Requirements with Evidence: Please check “Met” to each of the mandatory requirements for the proposed solution. An Offeror that does not provide substantiating evidence for each requirement will be disqualified and the rest of the proposal will not be scored. These Mandatory Requirements shall be included in any contract resulting from this solicitation. Please provide substantiating evidence in your Proposed Technical Solution. Use the column on the right to indicate the section and page number where your evidence/response to each item may be found. The State will evaluate Offeror’s evidence/response to verify the mandatory requirement is met.
| F.2.1. |
| Offeror shall have an experienced staff, including senior-level account managers, each with five (5) years’ experience in the subject matter related to this RFP (developing and implementing multi-year, state-wide, data-informed, and strategic communications and public education media campaigns). Offeror’s staff shall be available to meet with IDFPR when required. If Offeror is awarded the contract, they shall always maintain adequate staffing to meet the needs of the account, as agreed upon between IDFPR and the awarded Vendor. Offeror shall submit resumes for key team members |
| ☐ Met |
Expand these blank spaces to provide your evidence to the Mandatory Requirement. You may reformat, combine spaces, and reference supplemental documents when providing the required evidence. IDFPR recommends evidence be submitted in the order of the mandatory requirements as written. This better ensures all applicable information is considered when evaluating proposals.
| F.2.2. |
| Offeror shall provide one (1) example of a media campaign for clients in non-English. |
| ☐ Met |
| F.2.3. |
| Offeror shall provide a list of current clients from the last five (5) years. Please create and submit a spreadsheet with the following format: |
· Column A: Budget Range (i.e., $0-$1,000,000 and $1,000,000+. You do not need to provide exact dollar amounts).
· Column B: Client Name.
· Column C: Year the client was acquired.
· Column D: Brief description of campaigns assigned (1 sentence will suffice).
· Column E: Whether the client is a government entity or a private business.
☐ Met
| F.2.4. |
| Offeror shall have in-house digital services or an existing relationship to provide seamless digital services. |
| ☐ Met |
PROPOSED TECHNICAL SOLUTION – DESIRABLE ELEMENTS
RELEVANT EXPERIENCE: Offeror should have significant consumer experience where media campaigns support giving customers evidence-based data and resources information (e.g., increase in knowledge, support, or inquiries). A general understanding of the public sector is necessary and experience in education and tourism is preferred. Offeror’s proposal should highlight where the Offeror has helped differentiate a brand in a highly complex and nuanced industry/market. Offeror’s proposal should highlight the Offeror’s experience creating effective marketing partnerships as a way to maximize the client’s budget are of interest but not required. Subcontractors are allowed and, where relevant, Offeror’s proposal should demonstrate their ability to manage relationships with subcontractors on behalf of the client. IDFPR prefers experiences connected to the client list provided in F.2.3. Mandatory Requirements with Evidence.
| F.3.1. |
| Offeror should include in their proposal past successful media campaigns and brand building while simultaneously increasing knowledge, support, or inquiries of that brand. |
Expand these blank spaces to provide your proposal response. You may reformat, combine spaces, and reference supplemental documents to respond to multiple desirable elements. IDFPR recommends content be submitted in the order of the desirable elements as written. This better ensures all applicable information is considered when evaluating proposals.
| F.3.2. |
| Offeror should demonstrate previous experience in providing evidence-based data and resources information campaigns. |
| F.3.3. |
| Offeror should demonstrate experience managing subcontractors. |
MEDIA PLANNING AND BUYING: Offeror should provide full-service media planning and buying capabilities as required, either in-house or seamlessly integrated with an outside firm with which the Offeror has/or will have an established relationship. Offeror should demonstrate in their proposal previous successful and aggressive negotiation of price and sponsorships.
| F.3.4. |
| Offeror should have full-service media planning and buying capabilities or have a strategic partnership to meet this need. |
| F.3.5. |
| Offeror should demonstrate abilities surrounding negotiation of price and value-added media and sponsorships, including connections and past relationships with media companies, community influencers and messengers, and businesses for ad and campaign material placement. |
DIGITAL CAPABILITIES/INTEGRATION: Offeror’s services include design and maintenance of websites, creating and maintaining databases, creating and executing online marketing campaigns, creating e-Newsletters, and search functionality, optimization and integration. Offeror’s proposal should demonstrate successful use of search engine optimization to achieve results for a client. Also of interest are examples showing digital integration across website, search and online campaigns that provided positive and measurable results. Offeror should have the ability to maintain and manage the existing content management system. This support includes ensuring the content management system is operating properly and to full capacity, troubleshooting and initiating periodic improvements/ enhancements as needed. It is important to demonstrate capability to host, manage, and maintain both the image library, videos, and the content management system database.
| F.3.6. |
| Offeror should have in-house design capability (e.g. Out-of-Home, e-communications and print publications) or an existing partnership to provide seamless design services. |
| F.3.7. |
| Offeror’s proposal should demonstrate an ability to create successfully integrated digital services effectively integrated into the overall advertising campaign that provide positive and measurable results. Digital services include website design and maintenance; creating and executing online marketing campaigns; creating e-Newsletters; and search functionality, optimization and integration. |
| F.3.8. |
| Offeror should have a dedicated search, research, and assessment approach specifically assigned to manage search-engine optimization on behalf of clients. |
STRATEGIC MARKETING: Offeror should demonstrate the ability to oversee research projects on behalf of IDFPR while translating large amounts of consumer research and data into effective marketing strategies and campaigns that deliver positive, measurable results. Offeror should have account planning experience. It is important to take into consideration the consumer’s interests and marketing trends, that include an annual advertising schedule, target markets, and budget allocation.
| F.3.9. |
| Offeror should demonstrate the ability to oversee research projects and translate research information into effective marketing strategies that deliver positive and measurable results. |
| F.3.10. |
| Offeror should assess and document the real-time impact and efficacy of campaign messaging through quantitative and qualitative research methods. |
DESIGN (ONLINE AND OFFLINE): Offeror should provide in-house design services or have an existing partnership to provide seamless and timely design services (e.g. Out of Home, digital and print publications). At a minimum, the Offeror must have the ability to establish strategic partnerships to provide design services. Offeror’s proposal should demonstrate how design elements are effectively integrated into overall advertising campaigns.
| F.3.11. |
| Offeror should have the ability to create educational media campaigns that are memorable and creative and that cross all mediums with seamless integration. Offeror must provide examples of work that is compelling and memorable and that spans a range of styles and tones. A creative portfolio containing five (5) TV spots, five (5) online/web executions (can be examples of website development, banner ads or pre-roll), five (5) social media examples (can include video), and a selection of five (5) print pieces (can be a mix of ads, collateral or out-of-home). All portfolio work submitted shall be examples of the Vendor’s work within the last three (3) years. All work shall be clearly labeled with the client’s name and year produced. All portions of the creative portfolio shall be submitted via BidBuy. |
1. Offeror’s creative portfolio should show that the Vendor has the ability to develop creative campaigns that are integrated across multiple mediums.
2. Offeror should submit examples that provided compelling, iconic and persuasive, spanning a range of styles and tones.
3. Offeror’s submission should show positive and measurable results.
| F.3.12. |
| Offeror must be able to explain the results and impact from each campaign, including how the impact was assessed and evaluated by the client. |
PROJECT RESOURCES: The Vendor should submit an informative and entertaining team biography to give the Department the opportunity to learn about the team members, their experience, and to give a sense of the culture of the Vendor and how they would be of benefit to IDFPR. This is an opportunity for the evaluation team to be introduced to the Offeror’s media campaign team.
| F.3.13. |
| Offeror’s submission should provide a sense of the Vendor culture that would benefit IDFPR and demonstrate the Vendor’s creative thinking by portraying the day-to-day team members in an informative and entertaining manner. |
| F.3.14. |
| Offeror’s submission should also include resumes of the team members assigned to this campaign, demonstrating how their expertise aligns with IDFPR and this RFP. |
PROJECT PLANNING: Offeror’s proposal should demonstrate understanding of what is being requested for this media campaign(s). Offeror should have the ability to provide project management services, such as scheduling, developing and implementing timelines, status meetings and reports, identifying and resolving campaign risks and issues, and maintaining all project materials. Offeror should provide their ability to develop and refine campaign messaging, creative content, target audience, partners and messengers, as well as mediums of outreach. Offeror should display their distributing and promoting efforts of media content. Offeror should provide continued improvements through the life cycle of campaigns.
| F.3.15. |
| Offeror’s submission should demonstrate the ability to manage a media campaign that crosses multiple mediums, addresses multiple target audiences, with many stakeholders to ensure deadlines are met. Offeror must provide three (3) examples with timelines for implementing a complex media campaign. |
| F.3.16. |
| Offeror’s submission should feature dynamic and creative content that is compliant with mediums’ publishing policies, as well as federal, state, and local laws, and integrated with programmatic ad networks to manage cannabis campaign messaging. |
| F.3.17. |
| Offeror’s submission should include and highlight strengths and challenges in approaching the proposed target audiences that encompass a mix of demographics and age groups, as outlined in the RFP above. The proposal should explain past experiences reaching these target audiences and possible methods to reach those audiences with a non-judgmental, informative, and evidence-based campaign. |
| F.3.18. |
| Offeror’s proposal should identify and define the ways to connect with strategic allies, community voices, and influencers or brand ambassadors who can amplify and deliver the campaign messages. It should outline the criteria for selecting partners to ensure credibility, compliance, and maximum audience resonance. |
| F.3.19. |
| Offeror’s proposal should explain how they will evaluate mediums of outreach and how promotional efforts will be aligned to most effectively communicate the goals of the campaign: |
· Benefits of the legal Illinois cannabis market.
· Risks of the illicit market.
· Responsible use and consumption.
· Available resources for cannabis consumers and medical patients in Illinois.
| F.3.20. |
| Offeror should demonstrate that their messaging campaigns represent ongoing performance metrics and data-driven optimization to get the most impact from media campaign dollars. The Offeror should describe past experiences assessing and evaluating of messaging to adapt and address the goals of campaigns. |
PHASED APPROACH: Offeror’s proposal should explain how they will use a phased approach, with milestones and checkpoints to ensure alignment on content, messaging, and strategy throughout rollout of the media campaign(s). The proposal should suggest how the phases inter-relate or overlap and how they will assist in ensuring all deliverables are provided during the campaign and completed by the end of the initial contract term. The phases are currently:
Phase I: Research & Concept Development Phase II: Creative Content Development and Message Testing Phase III: Execution and Campaign Rollout Phase IV: Ongoing Review of Campaign Impact and Metrics Phase V: Campaign Impact Report, State Training, and Hand-Off
| F.3.21. |
| Offeror should have experience researching consumer behavior, knowledge gaps, and how to persuasively and effectively connect with target audiences to address those gaps. |
| F.3.22. |
| Offeror’s proposal should describe experience and approach to creative content development, message testing and refinement, and feedback loop improvements based on qualitative and quantitative assessments of impact and key performance indicators. |
| F.3.23. |
| Offeror’s proposal should have a plan for how phases interrelate, overlap, and accomplish full rollout within the initial contract term. |
| F.3.24. |
| Offeror should demonstrate ability to transition campaign to the State at the end of the contract, including transitioning creative content, ad placement contracts, and recommendations for next steps. |