Slutsky_Advertising_Offer_Documents__Includes_Exec._Offer_and_Acceptance_.pdf

STATE OF ARIZONA

© Think Tank Media & Marketing all rights reserved 2021

STATEWIDE

MARKETING

BPM003518

JUNE 7, 2021 (REVISED)

CONTENTS

Part 3: Section 3-B: Offer Forms (Attachments)

Attachment 1: Offer and Acceptance Form

Attachment 2-A: Capacity of Offeror, Experience

1. Scope of Services

2. Organizational Chart

3. Special Populations

Experience References

1. St. Mary’s Food Bank

2. Maricopa County Home Shows

3. Arizona’s Children Association

4. Window World

Attachment 2-B: Organization Profile

Attachment 3-A: Method Proposal

i. PLAN & BUDGET

ii. STAFFING/CONSULTING

iii. RESEARCH

iv. CREATIVE

v. PRODUCTION SERVICES

vi. PUBLIC RELATIONS

vii. MEDIA SERVICES

vii. PUBLIC SERVICE ANNOUNCEMENTS

ix. ADDED-VALUE/BONUS COMMERCIALS

x. PROMOTIONAL OR OUTREACH EVENTS

xi. INTERACTIVE MARKETING SERVICES

Work Samples

Imperial Wholesale - Re-Brand

Arizona’s Children Association - Cause Marketing

Maricopa County Home Shows - Event Marketing

St. Mary’s Food Bank - Interactive Marketing

St. Mary’s Food Bank - Crisis Marketing

CONTENTS

Section 3-B: Offer Forms (Attachments)

Attachment 3-B: Key Personnel Proposal

Attachment 3-C: Proposed Subcontractors

Attachment 3-E: Boycott of Israel Disclosure

Attachment 4: Pricing Document

Attachment 5-A: Confidential Information Designation

Attachment 5-B: Conformance Statements

Attachment 5-D: Offer Checklist

In 2016, think tank media and marketing was awarded Marketing vendor status for the State of Arizona. Today, our team is poised to take the next step in this relationship. More diverse experience and proven results amongst applicable clients are why we are more prepared than ever before. While some may not be familiar with our name, our work with some of the biggest brands in Arizona is certainly top of mind.

It’s no secret that think tank media and marketing is one of the smaller sized vendors on the current Statewide Marketing list. This is our value proposition to the State of Arizona. The size of our firm has not only allowed us to survive during the 2020 Pandemic, but also thrive.

Being nimble and moving lightning fast is exactly what our clients needed to move forward.

This is an example showcasing how every state agency will receive the highest-level staffing and attention to their needs. While some larger in scope state agency needs may not align with our current staffing resources (understandable), many other projects and campaigns are ideal for our scenario.

We encourage you to review our submission for Statewide Marketing Partner through the lens of our value proposition. Furthermore, please do not hesitate to follow up on our references. Even though we may speak softly of our own success, our clients speak volumes of our dedication and attention to theirs.

Thank you for your time and consideration in evaluating think tank media and marketing for

Statewide Marketing Services BPM003518.

Sincerely, BRIAN SLUTSKY

President / CEO think tank media and marketing

Sincncerele y, BRB IAIAANN SLS UTSKS YYY

PrP esident / CEO

Request For Proposal Solicitation No.

BPM003518

Description:

Marketing - Statewide

Arizona Department of Administration State Procurement Office

100 N. 15th Ave., Suite 402 Phoenix, AZ 85007

2Available online at app.az.gov

Section 3-B: Offer Forms (Attachments)

Attachment 1: Offer and Acceptance Submission of Offer: Undersigned hereby offers and agrees to provide Marketing Services in compliance with the Solicitation indicated above and our Offer indicated by the latest dated version below:

Initial Offer 1. 6/1/21 BS

Date Initial

Revised Offers: 2. 3. 4.

Date Initial Date Initial Date Initial

5. 6. 7.

Date Initial Date Initial Date Initial

Best and Final Offer:

8.

Date Initial think tank media and marketing

Offeror Company Name Signature of Person Authorized to Sign Offer

5727 N 7th St. STE 310 Brian Slutsky, President & CEO

Address Printed Name and Title

Phoenix, AZ 85014 Brian Slutsky

City, State, Zip Contact Name and Title

20-3824627 brian@thinktankmm.com 602.788.1067

Federal Tax Identifier (EIN or SSN) Contact E-Mail Address Contact Phone Number

CERTIFICATION: By signature in the above, Offeror certifies that it:

CTR056867 September 1, 2021 August 17, 2021

BPM003518

Description:

Marketing - Statewide

Arizona Department of Administration State Procurement Office

100 N. 15th Ave., Suite 402 Phoenix, AZ 85007

PART 3 of the Solicitation Documents Template version 2.0 (01-FEB-2017)

2Available online at app.az.gov

Attachment 2-A: Capacity of Offeror, Experience

Experience and Capacity Questionnaire The Offeror shall provide a narrative response to each question that demonstrates their understanding of the Scope of Work requirements and describes your company’s overall experience providing the services stated in this Solicitation. The State may determine your proposal is non-responsive if you do not answer all questions fully.

Instructions: Please provide a detailed response as it relates to each of the questions listed below. Ensure questions cover each category with which your firm is proposing services.

Categories Proposing Services (Mark all that apply):

General Marketing Partner

Design Firm Services(Creative)

Production Services

Media Services

Interactive Marketing Services

Public Relations

Multicultural Focus Marketing Partner

1. Offerors shall describe the scope of Advertising Services for which they have been responsible; their experience, including number of years in business; qualifications and membership in professional associations, societies or boards; and the number of years of experience acting as a prime contractor providing Advertising Services similar to the services described. (Please ensure you provide information as it relates to each of the categories with which you are proposing services.)

See Attachment

2. Provide an organizational chart for your overall organization showing each department within the organization. Offerors composed of multiple organizations or alliances shall identify all entities to be providing services to the State.

See Attachment

3. Please provide information regarding your experience with providing marketing for Special Populations (Hispanic, Tribal Communities, Hard of Hearing, etc.). Please provide any relevant examples as appropriate. (Only applicable to Offerors proposing for Multicultural Focus Marketing Partner)

See Attachment

BPM003518

Description:

Marketing - Statewide

Arizona Department of Administration State Procurement Office

100 N. 15th Ave., Suite 402 Phoenix, AZ 85007

PART 3 of the Solicitation Documents Template version 2.0 (01-FEB-2017)

2 Available online at app.az.gov

Yes No

Has any Federal or State agency ever made a finding of noncompliance with any relevant civil rights requirements with respect to your business activities? If Yes, please attach an explanation with proposal.

X

Has the Offeror, any subsidiary or intermediary company, any parent company, any holding company or any partnership in which the Offeror was a general partner or any of entity employee, owner, director, general partner, officer, or any person who owns 10% or more the entities stocks been indicted, convicted, or been a subject of a criminal investigation involving a State, Federal or Foreign felony or a crime of moral turpitude? If Yes, please attach an explanation with proposal.

X

Does the Offeror have sufficient funds to meet obligations on time under the Contract while awaiting reimbursement from the Eligible Agency? If No, please attach an explanation.

X

In the last five years has the Offeror, any subsidiary or intermediary company, any parent company, and holding company or any partnership in which the Offeror was a general partner had a license denied, revoked, suspended or provisionally issued?

If Yes, fully describe the circumstances, including the other party's name, address and telephone number.

X

In the last five years has the Offeror, any subsidiary or intermediary company, any parent company, any holding company or any partnership in which the Offeror was a general partner had a contract terminated for default or for cause, or had a contract that was not renewed when additional years were available for renewal? If Yes, fully describe the circumstances, including the other party’s name, address, and telephone number.

X

In the last five years, has the Offeror, any subsidiary or intermediary company, any parent company, any holding company or any partnership in which the Offeror was a general partner had billing disputes with another State Agency of more than $10,000? If Yes, fully describe the circumstances, including the other party’s name, address, and telephone number.

X

In the last five years, has the Offeror, any subsidiary or intermediary company, any parent company, any holding company or any partnership in which the Offeror was a general partner been assessed liquidated damages of $20,000 for one incident or more than $100,000 for a Contract year or has traded or given anything of value under any of its existing or past Contracts as an alternative to paying liquidated damages in those amounts? If Yes, fully describe the circumstances, including the other party’s names, address, and telephone number.

X

In the last five years, has the Offeror, any subsidiary or intermediary company, any parent company, any holding company or any partnership in which the Offeror was a general partner been assessed any fine, penalty, claim against insurance, or performance bond penalties? If Yes, fully describe the circumstances, including the other party’s names, address, and telephone number.

X

In the last five years, has the Offeror, any subsidiary or intermediary company, any parent company, any holding company or any partnership in which the Offeror was a general partner been designated a defendant in a lawsuit in any State, Federal, or Foreign court involving its delivery, operation, maintenance, of any tree removal services? If Yes, fully describe the circumstances, including the other party’s names, address, and telephone number.

X

In the last five years, has the Offeror, any subsidiary or intermediary company, any parent company, any holding company or any partnership in which the Offeror was a general partner had trading in the entity’s stock suspended? If Yes, fully describe the circumstances.

X

Has your organization ever gone through Bankruptcy? If Yes, when? Include the State, District and Case Number. X

Since 2005, think tank media and marketing (ttm2) has been operating as a full-service

Advertising Agency.

Number of years in business: Founded 2005 (16 Years)

Number of Years and experience providing specific Advertising Service in specific categories:

• General Marketing Partner: 16 Years

• Most think tank clients fall under the full-service umbrella.

• Majority of our clients have been with us between 5 and 16 years.

• 95% of all new clients come from existing client referrals.

• Design Firm Services: 16 Years

• From complete archetype brand overhauls to business systems, ad design/layout, collateral, vehicle wraps, and more, we serve as Creative Design partner to dozens of B2B and B2C organizations.

• Media Services: 16 Years

• We tap into previous experience on the selling side to best navigate the marketplace and negotiation tactics on the buying side.

• Early adaptors for media buying software

• STRATA / Freewheel (since 2005)

• Nielsen TV Ratings – multiple markets (since 2005)

• Arbitron / Nielsen Audio (since 2005)

• Rentrak / Comscore (since 2015)

• Centro Basis DSP (since 2017)

• Interactive Marketing Services: 16 Years

• Effective user-centered interactive web design

• Event driven web-based promotions for engagement, retention, and conversions.

• SEM / Paid Search - Google Certified

• SEO services

• Experienced in relevant platforms and code applications.

• Public Relations: 10 Years

• Manage overall messaging and information to be shared with the media for majority of all our clients.

• Provide crisis management services

• Utilize a third party PR company for specific projects and campaigns (evolve PR & Marketing)

Attachment 2-A

CAPACITY OF OFFEROR

Scope of Services 11

Located in Phoenix, AZ, think tank media and marketing works with clients supporting efforts in multiple markets including the following;

• Phoenix, AZ

• Tucson, AZ

• Yuma, AZ

• Northern AZ (Prescott, Sedona & Flagstaff)

• Bakersfield, CA

• Fresno, CA

• Sacramento, CA

• San Francisco-Oakland, CA

• Napa, CA

• Sonoma, CA

• Las Vegas, NV

• Reno, NV

• Albuquerque-Santa Fe, NM

• Dallas, TX

• Houston, TX

• Portland, OR

• Denver, CO

• Boise, ID

• Oklahoma, City, OK

• Tulsa, OK

• Wichita, KS

• Detroit, MI

• Lansing, MI

• Milwaukee, WI

• Chicago, IL

We have spent the last 16 years helping our clients elevate their brand identity and awareness while providing tangible results along the way.

Attachment 2-A

Scope of Services

SR. GRAPHIC DESIGNER

Dusty Drake

PR SPECIALIST

Aprille Slutsky

PR support services evolve PR & Marketing

VIDEO PRODUCTION

Story Teller Films

PRESIDENT/CEO

Brian Slutsky

ART DIRECTOR

Debora Schettler

SR. MEDIA BUYER

Marife Macasaet

VP MARKETING

Jennifer Maglio

MARKETING COORDINATOR

Delaney Johns

Attachment 2-A

Organizational Chart 12 think tank media and marketing employs a multicultural team with 25% staff being born and raised outside of the US. Our list of current multicultural marketing includes:

Monthly bilingual English & Spanish Automotive Service video ads.

• Client: Avondale Toyota

• Provide Spanish language copy writing, voice over recording and video editing services

PSA campaign for the Navajo Nation Tribal Community.

• Client: St. Mary’s Food Bank

• As the Agency of Record for St. Mary’s Food Bank, tank media and marketing was deeply involved in all COVID messaging / marketing information.

• During the 2020 Pandemic, the Navajo Nation was one of the hardest hit rural areas in the state of Arizona. St. Mary’s Food Bank increased mobile food distribution sites to more than 50 area Chapter Houses (a Chapter House is a type of tribal community center). Think tank media and marketing provided the following support in this effort.

• Developed website information page and link to a special Mobile Food Distribution locator schedule for the Navajo Nation

• Designed posters and flyers for various chapter houses

• Created a bilingual Radio PSA (English & Navajo)

• Coordinated with Navajo Radio station (KTNN-AM 660 / FM 101.5) for both no charge PSA mentions and a paid companion schedule to ensure proper frequency.

The end result was a dramatic increase in participation of mobile food distribution sites from the tribal communities throughout the Nation.

Attachment 2-A

Special Populations 3

Attachment 2-A

Special Populations 3

BPM003518

Description:

Marketing - Statewide

Arizona Department of Administration State Procurement Office

Experience References The State intends to conduct reference checks for account references provided by Offerors. It may, at its sole discretion, contact additional clients not presented as references. Offerors shall provide at least four (4) client references for assignments that replicate or mirror the requirements of this RFP.

All assignments shall be for assignments received and completed within the last five (5) years.

1. Client Company Address Contact Begin Date End Date

St. Mary’s Food Bank 2831 N 31st Ave. Phoenix, AZ 85009

Lisa Notaro – Chief Communications & Development Officer

July, 2016 Current

Phone Number Email Address

(602) 343-3146 lanotaro@firstfoodbank.org

Project Scope and deliverables, include number of resources engaged in project, timeline of project (major milestones)

See Attachment

List job positions provided and technologies utilized to supplement services.

Attachment 2-A

EXPERIENCE REFERENCES

1st Reference

Client Company

St. Mary’s Food Bank

2831 N 31st Ave. Phoenix, AZ 85009

Contact

LISA NOTARO – Chief Communications & Development Officer

(602) 343-3146 lanotaro@firstfoodbank.org

Project Scope and deliverables, include number of resources engaged in project, timeline of project (major milestones)

General Marketing Partner with a focus on planning, budgeting, media buying services, design services, production services and interactive services. Six agency staff members regularly contribute for both ongoing and campaign specific projects.

Ongoing Projects include:

• Managing year-round paid search campaigns

• Manage website maintenance and updates as needed

• Miscellaneous Design projects as needed (average time to complete is within 1-5 business days depending on external factors)

• Annual End of Year Giving Fundraising Campaign

• Annual Spring AZ State Tax Credit Fund Raising Campaign

• Annual Summer Hunger Campaign

Major Milestones include:

• End of Year Giving & Spring Tax Credit Campaigns have seen dramatic increase in Donations since Agency took over in 2016. After extensive research on previous campaign tactics and results, we recommended new Digital and Traditional media tactics along with an overhaul on creative and production. The result was an immediate record setting fundraising year in 2016. Each subsequent year 2017 thru 2021, additional performance records for fundraising have been set and broken. Budget efficiency has also improved annually as our cost of marketing has improved with each fiscal cycle as well.

• During 2020 when COVID began, we had active media campaigns in place. We immediately shifted our messaging to reflective the current situation and needs of the

Begin Date

End Date

Current community. In addition, we re-negotiated all our paid media buys for the rest of the year, resulting in over $2 million dollars of Bonus and discounted rates ads / placements

(Value based on actual media rates pre CV-19)

• Website Design & Build of new site in Summer 2020. Able to build new higher performing website at less than half the cost of other competitive bids.

• Update iconic logo in early 2020. Navigated a successful logo update through a committee of upper management as well as Board of Directors.

• 50th Anniversary documentary video (Half Hour Special) – In addition to researching historical achieves (documents and footage) along with combing through records at the Arizona Historical Society, we managed interviews of client staff, board members, area farmers, donors and food recipients. In addition we also coordinated “Happy Anniversary” videos from Governor Ducey, Senators Flake & McCain, US Representative Kiersten Sinema, Food Networks Ted Allen, and many others. - Received 2017 Addy Award.

List job positions provided and technologies utilized to supplement services.

Positions Provided:

• Account Management

• Media Planning & Buying

• Creative Director & Copy Writer

• Art Director & Graphic Design

• Production Manager (full service production)

• Web Design

• Web Programming

• SEO Manager

• Website Manager

• Paid Digital Campaign Manager

Technologies Utilized:

• Google Analytics

• Google Data Studio

• Cross Domain Tracking

• STRATA / Freewheel media buying software (including Nielsen & Comscore data)

• Adobe Creative Suite

Attachment 2-A

EXPERIENCE REFERENCES

1st Reference

BPM003518

Description:

Marketing - Statewide

Arizona Department of Administration State Procurement Office

2. Client Company Address Contact Begin Date End Date

Maricopa County Home Shows 2690 E. Northern Ave Bldg B. Phoenix, AZ 85028

Katie Jones Show Manager / co-owner

September, 2005 Current

Phone Number Email Address

(602) 485-1691 katie@maricopacountyhomeshows.com

Project Scope and deliverables, include number of resources engaged in project, timeline of project (major milestones)

See Attachment

Client Company

Maricopa County Home Shows

2690 E. Northern Ave Bldg B. Phoenix, AZ 85028

Contact

KATIE JONES – Show Manager / Co-owner

(602) 485-1691 katie@maricopacountyhomeshows.com

Project Scope and deliverables, include number of resources engaged in project, timeline of project (major milestones)

General Marketing Partner with a focus on planning, budgeting, media buying services, design services, production services, interactive services and Public Relations services. Six agency staff members regularly contribute for five annual Home Show events;

• January Maricopa County Home & Garden Show – AZ State Fairgrounds (Phoenix, AZ)

• March (Spring) Maricopa County Home & Landscape Show – State Farm Stadium (Glendale, AZ)

• April/May Maricopa County Home & Garden Show – WestWorld of Scottsdale (Scottsdale, AZ)

• July (Summer) Maricopa County Home & Landscape Show – State Farm Stadium (Glendale, AZ)

• October (Fall) Maricopa County Home & Garden Show – WestWorld of Scottsdale (Scottsdale, AZ)

Major Milestones include:

• Since 2014, negotiated, secured and managed logistics with national celebrity talent for various Home Show events. ie, popular HGTV personalities such as Drew & Jonathan

Scott (Property Brothers), David & Hillary (Love it or List It), Martha Stewart and may others.

• In 2005, developed a Home Show vendor co-op campaign that is still used today. This co-op radio campaign helps stretch the clients ad budget and provide increased value to its vendors.

Attachment 2-A

EXPERIENCE REFERENCES

2nd Reference

Begin Date

Attachment 2-A

EXPERIENCE REFERENCES

2nd Reference

• Providing rapid response for Event cancellations in 2020 due to COVID-19. Pre-negotiated legal protections on all media buys in 2020 & 2021 to limit the amount of client financial exposure if events were to be canceled due circumstances out of our control (force majeure).List job positions provided and technologies utilized to supplement services.

List job positions provided and technologies utilized to supplement services.

Positions Provided:

• Account Management

• Media Planning & Buying

• Paid Digital Campaign Manager

• Creative Director & Copy Writer

• Art Director & Graphic Design

• PR management

• Celebrity Talent procurement and manager

Technologies Utilized:

• Google Analytics

• Google Data Studio

• Cross Domain Tracking

• STRATA / Freewheel media buying software (including Nielsen & Comscore data)

• Adobe Creative Suite

BPM003518

Description:

Marketing - Statewide

Arizona Department of Administration State Procurement Office

Client Company Address Contact Begin Date End Date

Arizona’s Children Association 3636 N Central Ave ste. 801.

Phoenix AZ 85012

Lauren Watson Director of Marketing & Communications

August, 2015 Current

Phone Number Email Address

(602) 234-3733 lwatson@arizonaschildren.org

Project Scope and deliverables, include number of resources engaged in project, timeline of project (major milestones)

See Attachment

Client Company

Arizona’s Children Association

3636 N Central Ave ste. 801. Phoenix AZ 85012

Contact

LAUREN WATSON – Director of Marketing & Communications

(602) 234-3733 lwatson@arizonaschildren.org

Project Scope and deliverables, include number of resources engaged in project, timeline of project (major milestones)

General Marketing Partner with a focus on planning, budgeting, media buying services, design services, production services, interactive services, and public relations services. Up to Six agency staff members contribute resources on a project specific basis (no ongoing services).

Notable Projects and Major Milestones include:

• Establish a weekly PSA with local TV news Station in both Phoenix & Tucson. Beginning in

Summer, 2021, a new weekly feature “Meet Arizona’s Children” will highlight a new child in the care of State of Arizona that is looking for their “forever home” Foster Adoption.

Weekly news clips will run on a specific day across multiple daily newscasts on KPNX, NBC 12 (Phoenix) & KMSB, FOX 11 (Tucson). This is a pure no cost PSA commitment for the client.

• Developed a statewide recruitment campaign for Foster Parents, Foster Mentorships &

Foster Adoption. Campaign launched in Early 2021 during COVID-19 as recruitment #s remained at all-time lows (largely due to fear of COVID). After an 8 week campaign, we successfully increased the # of Arizona families interested in getting involved in these programs.

• Produced a series of informational videos featuring foster & foster adopted children who had been in the State of Arizona’s care. The goal was to highlight children while breaking down foster stereotypes.

Attachment 2-A

EXPERIENCE REFERENCES

3rd Reference

Begin Date

Attachment 2-A

EXPERIENCE REFERENCES

3rd Reference

• End of Year Giving – Develop a new online search campaign to assist with annual end of year fundraising efforts. Established cross domain tracking to provide accurate campaign tracking and performance optimizations. Current fundraising efforts are raising more dollars with less costs that previous years.

List job positions provided and technologies utilized to supplement services.

Positions Provided:

• Account Management

• Media Planning & Buying

• Paid Digital Campaign Manager

• Creative Director & Copy Writer

• Art Director & Graphic Design

• Production Manager (full service production)

• PR management

Technologies Utilized:

• Google Analytics

• Google Data Studio

• Cross Domain Tracking

• STRATA / Freewheel media buying software (including Nielsen & Comscore data)

• Adobe Creative Suite

BPM003518

Description:

Marketing - Statewide

Arizona Department of Administration State Procurement Office

4. Client Company Address Contact Begin Date End Date

Window World 2530 W Holly St James Ballard President - Owner

November, 2012 Current

Phone Number Email Address

(602) 454-0883 phoenix@windowworldinc.com

Project Scope and deliverables, include number of resources engaged in project, timeline of project (major milestones)

See Attachment

End of Attachment 2-A

Client Company

Window World

2530 W Holly St. Phoenix AZ 85009

Contact

JAMES BALALLARD – President / Owner

(602) 454-0883 phoenix@windowworldinc.com

Project Scope and deliverables, include number of resources engaged in project, timeline of project (major milestones)

General Marketing Partner with a focus on planning, research, budgeting, media buying services, design services, production services, and interactive services. Six agency staff members provide ongoing support throughout the annual fiscal year. Project time line is ongoing year round with monthly measurements and goals in place.

Notable Projects and Major Milestones include:

• Implemented select Pay For Performance media tactics (only pay for advertising that delivers results)

• Established KPIs to measure ongoing marketing performance.

• Unique creative has received award recognition from Window World Corporate and emulated in several other affiliate markets.

• The biggest milestone is that every year Window World Phoenix has experienced double digit (sometimes triple digit) growth since work began in 2012.

Attachment 2-A

EXPERIENCE REFERENCES

4th Reference

Begin Date

List job positions provided and technologies utilized to supplement services.

Positions Provided:

• Account Management

• Media Planning & Buying

• Paid Digital Campaign Manager

• Creative Director & Copy Writer

• Art Director & Graphic Design

• Production Manager (full service production)

• PR management

Technologies Utilized:

• Google Analytics

• Google Data Studio

• Cross Domain Tracking

• STRATA / Freewheel media buying software (including Nielsen & Comscore data)

• Adobe Creative Suite

Attachment 2-A

EXPERIENCE REFERENCES

4th Reference

BPM003518

Description:

Marketing - Statewide

Arizona Department of Administration State Procurement Office

Attachment 2-B: Organization Profile

The State may determine your proposal is non-responsive if you do not answer all questions fully.

Firm Name Think tank media and marketing Year Established 2005

Principal Address 5727 N 7th St. STE 310 Phoenix, AZ 85014

Entity Type S-Corp # of Full-Time Employees 6

Parent Company (If Applicable)

# of Part-Time/Seasonal Employees

Years of experience providing services similar in type as required by this Solicitation 16

Years the organization has conducted business in Arizona 16

Licenses/Certifications (Please provide copies of all Licenses/Certifications listed below)

Description Issuer Number Expiration

End of Attachment 2-B

BPM003518

Description:

Marketing - Statewide

Arizona Department of Administration State Procurement Office

Attachment 3-A: Method Proposal

The Offeror shall provide a narrative response to each question that demonstrates their understanding of the Scope of Work requirements and describes your company’s overall method of approach for providing the services stated in this Solicitation. The State may determine your proposal is non-responsive if you do not answer all questions fully.

Instructions: Please provide a detailed response to the question(s) below, ensure you provide information that addresses each of the categories with which you are proposing services for as applicable.

1. Provide a narrative response that describes your organization's overall method of approach for providing the required services as stated in this solicitation.

See Attachment

2. Proposals for benchmarking Advertising trends and for measuring performance.

See Attachment

3. Description of how the Offeror will affect an orderly transition from the previous contractor or to the State or to another Contractor upon termination of this Contract for any reason. Include any relevant milestones and activities within those milestones.

See Attachment

4. A preliminary assessment of where the Offeror believes the State could reduce its Advertising expenses without negatively impacting quality or service level.

See Attachment

5. A preliminary proposal for calculating and identifying a cost reduction sharing program wherein you are able to share a portion of the realized savings in Advertising Services spending through bulk buying or other processes that you help the Eligible Agency realize.

See Attachment

6. Provide details regarding your agency's process for ensuring all relevant media meets the required ADA requirements (Closed Captioning, etc.)

See Attachment

7. Provide five (5) samples of work and briefly explain why the particular sample was selected. Samples may include TV Ads, Radio Ads, Print Ads, URL Address for Agency Designed Websites, Outdoor Advertisements, Logos, etc. (Not applicable to Contractors Proposing for the Media Services Category ONLY).

Samples can be included as separate attachments, shared drive links, website links, etc. (Please ensure appropriate access is available for review).

End of Attachment 3-A

Attachment 3-A

METHOD PROPOSAL

Provide a narrative response that describes your organization’s overall method of approach for providing the required services as stated in this solicitation.

Think tank media and marketing will comply with the Scope of Work and Requirements as outlined

Solicitation Number BPM003518. The scope of work described is in line with current best practices think tank media and marketing provides with existing clients.

As a General Marketing Partner looking to receive acceptance for itemized individual services, the following responses will address each specific category and our method of approach to providing the services described within the Part 2 of the Solicitation Documents.

I. PLAN & BUDGET

If you fail to plan, you are planning to fail. What was said centuries ago is just as relevant today as it was then. This is why we invest appropriate time and focused thought into the planning phase.

The combined team of the state agency and think tank will collaborate and review past agency work, goals and results. After absorbing that deep dive, we can recommend plans to meet established state agency goals within designated budgets. We start with a high-level plan and overall budget. Upon approval from the state agency, we will provide itemized recommendations for each tactic, medium and vendor within the plan.

We all love it when a plan comes together. To come together, all elements must be cohesive as they support one another. Tactics and creative should support, not compete. Thus, we believe that in marketing, 1 + 1 = 3. So, every plan has the opportunity for all mediums and creative to work together in achieving the greater goal.

Think tank media & marketing will develop a campaign or annual Advertising Plan and

Budget in a time frame set by the Agency.

• The Advertising Plan and Budget shall be submitted to the Agency for approval. The plan shall be reviewed at the time frame established by the Agency and revised as desired by the Agency.

• The Advertising Plan shall detail all campaigns planned during each fiscal year, including budget estimates for each.

Attachment 3-A

METHOD PROPOSAL

Once campaign goals, measurements and a budget are established, we provide and maintain a detailed itemized flow chart. This living document is shared (hard copy or via shared private web portal – whichever is preferred) with our clients and reviewed on a monthly or quarterly basis. This frequency allows for informed and transparent campaign adjustments along the way. Details typically include a breakdown of:

• Media types and partners

• Applicable flight weeks weekly &/or monthly plan v spend along with campaign or fiscal year totals

• Relevant target goals to track along the way (KPIs)

• Added value tracking

• Non media expense tracking (ie. Creative, production, account management, etc..)

• Invoice reconciliation confirmations

As part of the budget reconciliation process, think tank media and marketing (with the informed support of the state agency) will manage any invoice discrepancies and negotiate applicable make good solutions and provide proof of performance. Once affidavit invoices are reconciled and approved for payment, think tank media and marketing will process payment in a timely manner.

II. STAFFING/CONSULTING

Think tank media and marketing shall provide sufficient staff to meet the Scope of Work and respond to needs as required by the Agency. Think tank media and marketing account management staff shall conduct status meetings with the Agency and provide reports on projects in process at time frames determined in conjunction with the Agency. The consulting or account management staff shall advise on most effective placements and approaches to maximize desirable outcomes using limited funds.

Attachment 3-A

METHOD PROPOSAL

III. RESEARCH

Think tank media and marketing shall recommend, design, implement, and analyze market research opportunities and results—utilizing research to develop strategies for marketing

Agency products as required by the Agency.

1. Think tank media and marketing will manage research projects to determine campaign or program effectiveness and gauge changes in target audience attitudes and perceptions. Research services to be provided by the Contractor may include, but are not limited to, monthly tracking studies, focus group research, consumer segmentation studies, media research, psycho-graphic behavior studies, brand identification analysis, and advertising concept testing.

2. Think tank media and marketing will work cooperatively with other state research contractors, or to apply results provided by those contractors, as required by the Agency.

The Agency will take ownership of all research results, materials, and databases generated by the Contractor on behalf of the Agency.

3. Working with different State agencies as their needs require, Think tank media and marketing shall research and propose a marketing strategy pertinent to the specific outreach requirements of each requesting agency.

4. If identified in the plan, the Agency shall pay all telephone and facsimile charges necessary for the rendering of special or unusual services, such as special phone surveys.

Attached is a sample research study conduced in Arizona for a local valley wide icon restaurant chain.

W el co m e

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W e pr ov id e fu ll-se rv ic e m ar ke tin g, a dv er tis in g cr ea tiv e.

U nd er st an di ng ed ia , c re at iv e, te ch no lo gy an d pe op le is w ha t w e do

M ar ke tin g St ra te gy ar ke t R es ea rc h

Br an d De ve lo pm en t & M an ag em en t M ed ia

Pl an ni ng an d

Bu yin g Se rv ice s Ev en t M ar ke tin g

Ac co un t M an ag em en t Pr om ot io ns

Ce le br ity B oo kin g Cr ea tiv e Se rv ice s G ra ph ic De sig n

W eb sit e

De sig n

Au di o, V id eo

, P ho to gr ap hy

Pr od uc tio n

PR

an d

So cia l M ed ia Lo ya lty an d

Re fe rra l P ro gr am s

Cu sto m er

R es ea rc h

An aly sis

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6, t hi nk t an k m ed ia a nd m ar ke ti

6, t hi nk t an k m ed ia a nd m ar ke ti ng

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T o Co nd uc t a C ho m pi e’s

Cu sto m er Su rv ey to le ar n m or e ab ou t t he

Ch om pi e’ s C us to m er th ei r c ur re nt

C ho m pi e’ s di ni ng e xp er ie nc e (fr eq ue nc y lo ca tio n) in cl ud in g th ei r l ik es a nd d isl ik es

, a nd id en tif y op po rtu ni tie s b as ed u po n th ei r r es po ns es

W e m et w ith

W en dy

F ra nk a nd w e es ta bl is he d a pl an to le ar n m or e ab ou t t he C ho m pi e’ s C us to er be fo re in ve st in g ad di tio na l M ar ke tin g do lla rs u st o m er

S u rv ey

M ay

, 2

R es u lt s P re se n ta ti o n Ju ne

7, 6, t hi nk t an k m ed ia a nd m ar ke ti ng

O ve ra ll

S am pl e si ze

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R es ul ts h av e be en id en tif ie d as in te re st in g by

1.

C on du ct in g si gn ifi ca nc e te st s at th e c on fid en ce le ve l ( no np ar am et ric te st s)

2.

S ho w in g th e to p th re e re su lts w he re th er e ar e m or e th an th re e)

S am pl e si ze fi lte re d ou t;

c on fid en ce le ve l A g e

G ro u p

F ilt er to

4, to

4, to

6, t hi nk t an k m ed ia a nd m ar ke ti ng

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S iz e* R es p o n d ed

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Te m pe

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TO

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*L is t s iz e / r es po ns e he re in cl ud es n on

-d el iv er ab le c us to em ai l a dd re ss es b la nk e m ai ls w ith c us to m er n am

H ig h er r es p o th t h e av er ag e fo r a

“V ar ia bl e” is in

B lu e w ith a

L o w er r es p o t h e av er ag e fo r a

“V ar ia bl e” w ith a

6, t hi nk t an k m ed ia a nd m ar ke ti ng

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2%

8%

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W ha t i s yo ur a ge

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T he h ig he st p er ce nt ag es r W h at is y o u r e?

cl ud e:

fo r '5 to

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'6 to

4' fo r '4 to

4'

W h at is y o u r ag e?

t o t o

6, t hi nk t an k m ed ia a nd m ar ke o t o t o t o t o t o o r o ld e r

W ha t is y ou r ag e?

M o n th ly

O n ce E ve ry

M o n th s

O n ly O n ce

O th er pl ea se s pe ci fy

W ee kl y

How frequently do you visit Chompie's?

0%

0%

% 28

2%

9%

1%

9%

1%

% 20

1%

0%

0%

C o lu m n

H ow fr eq ue nt ly d o yo u vi si t C ho m pi e' s?

b y W ha t i s yo ur a ge sa m pl e si ze

1;

5% c on fid en ce le ve l

A m on g W h at is y o u r ag e?

o f ' '3 to

4' ha ve

H o w f re q u en tl y d o y o u v it h o m p ie 's o f ' O nc e

E ve ry

M on th s' th hi gh er th an th e av er ag e fo r 'O nc e

E ve ry on th s'

A m on g

W h at is y o u r ag e?

o f '

'6 to

4'

H o w f re q u en tl y d o y o u v o m p ie

's o f '

O

(p as e sp ec ify

(t hi s er th an th e av er ag e fo r

'O th er pl sp ec ify

A m on g

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H o w f re q u en tl y d o y o u v o m p ie

's o f

'W ee kl y' th is is h ig he r th an th e av er ag e fo r

'W ee kl y'

H o w f re q u en tl y d o y o u v is it

C h o m p ie

's b y W h at is y o u r ag e?

6, t hi nk t an k m ed ia a nd m ar ke o n th ly

O nc e E ve ry

M o n th s

O n ly O n ce

O th e r

(p le a se sp ec ify

W ee kl y

H o w f re q u e n tl y d o y o u v is it C h o m p ie 's

S co tts da le

S he a B lv d)

P ho en ix

/P ar ad is e V al le y (C ac tu s R d)

T em pe

E as t U ni ve rs ity

C ha nd le r (F ry e

R d)

A rr o w h e a d

/G le n d a le

What Chompie's locations have you visited?

8%

8%

% 38

0%

% 45

% 55

C o lu m n

W ha t C ho m pi e' s lo ca tio ns h av e yo u vi si te d?

b y H ow fr eq ue nt ly d o yo u vi si t C ho m pi e' s?

sa m pl e si ze

1;

5% c on fid en ce le ve l

A m on g H o w f re q u en tl y d o y o u v is it C h o m p ie of 'O nc e

E ve ry

M on th s' h av e W o m p ie 's lo ca ti o n s h av e yo u v is it ed o f

'C ha nd le r (F ry e

R d) ig he r th an th e av er ag e fo r 'C ha nd le r

(F ry e R d)

A m on g H o w f re q u en tl y d o y o u v is it C h o m p ie

'W ee kl y' , 5

5% h av e

W h at C h o m p ie ca ti o n s h av e yo vi si te d o f '

P ho en ix

P ar ad is e

V al le y

(C ac tu s

R d) th is is h ig he r th an th e av er ag e fo r

'P ho en ix

P ar ad is e

V al le y

(C ac tu s

R d)

A m on g

H o w f re q u en tl y d o y o u v is it

C h o m p ie

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, 3 8% h av e W h at

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G le nd al e' th is is h ig he r th an th e av er ag e fo r

'A rr ow he ad /G le nd al e'

W h at C h o m p ie 's lo ca ti o n s h av e yo u v is it ed b y

H o w f re q u en tl y d o y o u v is it

C h o m p ie

's

6, t hi nk t an k m ed ia a nd m ar ke o t o t o t o t o t o o r o ld e r

W ha t is y ou r ag e?

S co tts da le

S he a B lv d)

P ho en ix

/P ar ad is e V al le y (C ac tu s R d)

T em pe

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C ha nd le r (F ry e

R d)

A rr o w h e a d

/G le n d a le

What Chompie's locations have you visited?

% 63

% 30

4%

% 8%

% 41

% 9%

% 47

% 30

% 48

% 25

8%

% 23

% 25

5%

C o lu m n

W ha t C ho m pi e' s lo ca tio ns h av e yo u vi si te d?

b y W ha t i s yo ur a ge sa m pl e si ze

1;

5% c on fid en ce le ve l

A m on g W h at is y o u r ag e?

o f ' to

4' , 4

9%

W h at C h o m p ti o n s h av e te d o f '

S co tts da

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S he a B lv d)

A m on g

W h at is y o u r ag e?

o f ' to

4'

, 4 6%

W h at

C h o m p ti o n s h av e te d o f ' Te m pe

E as t

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(t hi er th an th e av er ag e fo r

'T em pe

E as t U ni ve rs ity

A m on g W h at is y o u r ag e?

o f ' to

4' , 6

3%

W h at C h o m p ti o n s h av e te d o f '

Te m pe

E as t U ni ve rs ity

(t hi er th an th e av er ag e fo r 'T em pe

E as t

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W h at C h o m p ie 's lo ca ti o n s h av e yo u v is it

W h at is y o u r ag e?

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6, t hi nk t an k m ed ia a nd m ar ke ti ng

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S co tts da le

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T em pe

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010203040

9%

W ha t C ho m pi e' s lo ca tio ns h av e yo u vi si te d?

S

U M

M A

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1;

5% c on fid en ce le ve l

T he h ig he st p er ce nt

W h at

C h o m p ti o n s h av e te d in cl ud e:

fo r

'P ho en ix

P ar ad is e

V al le y

(C ac tu s

R d) fo r

'S co tts da

(S a B lv d)

T he lo w es t p er ce nt ag e fo r W h at

C h o m p ti o n s h av e te d is fo r

'A rr ow he ad /G le nd al e'

W h at C h o m p ie 's lo ca ti o n s h av e yo u v is it ed

6, t hi nk t an k m ed ia a nd m ar ke n th ly

O n ce E ve ry

M o n th s

O n ly O n ce

O th er pl ea se s pe ci fy

W ee kl y

1%

H ow fr eq ue nt ly d o yo u vi si t C ho m pi e' s?

S

U M

M A

R Y sa m pl e si ze

1;

5% c on fid en ce le ve l

T he h ig he st p er ce nt

H o w f re q u en tl y v is it C h o m p ie ud e:

fo r 'M on th ly fo r 'O nc e

E ry

6+ on th s’

W ee kl y

T he lo w es t p er ce nt ag e fo r H o w f re q u en tl y d o y t

C h o m p ie

's is

'O nl y O nc e'

H o w f re q u en tl y d o y o u v is it

C h o m p ie

's

T f y i

6, t hi nk t an k m ed ia a nd m ar ke ev y m on th s m on th tim es ye ar 3

2-vi si t no w w ee ks w ee k pe r of te n go tw ic e

P ho en ix liv e

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W he ne ve r tim e tw o co up le ar ea to w n w ee kl y m on th ly th re e lo ca tio non e co m e

C ho m pi es go in g so m et im es le as t V al le y ju st de pe nd s x se ve ra l ge t cl os eA Z

2x va rie s

S co tts da le ev er

Tu cs on M ov ed us e ba ge ls C ho m pi e' s si nc e

A riz on a

A lm os t ba ck

4-fir st oc ca si on al ly op en br ea kf as t su re

3-

C A ho m e sn ow bi rd op en ed U su al ly ne w fa m ily oc ca si on s po ss ib le fin d

S pe ci al

3-la st m ak e vi si ts

1-an ym or e pa ra di se

E ve ry tim e yr

F re qu en t ra re ly ye ar s w en t

P H

X lik e ea st

S to pp ed sn ow bi rd s

S id e pa st

Q ua rt er ly fr eq ue nt ly B irt hd ay s

H ow fr eq ue nt ly d o yo u vi si t C ho m pi e' s?

O th er pl ea se s pe ci fy

S U

M M

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6, t hi nk t an k m ed ia a nd m ar ke ti ng

“O

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FR

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V

IS

IT

Driving by the

Location

Newspaper

Other (please specify)

Print Advertisement

Radio

Social Media

Someone Referred You

TV

010203040

0%

2% 0%

1%

2%

H ow d id y ou fi rs t l ea rn a bo ut

C ho m pi e' s?

S U

M M

A R

Y sa m pl e si ze

1;

5% c on fid en ce le ve l

T he h ig he st p er ce nt

H o w d id y o u f ir st n a b o u t C h o m p ie ud e:

fo r 'S om eo ne ef er re d Yo u' fo r 'D riv in by

Lo ca tio n' fo r 'O

(p as e sp ec ify

H o w d id y o u f ir st le ar n a b o u t C h o m p ie 's

% D

6, t hi nk t an k m ed ia a nd m ar ke tt sd al e

(S he a B lv d)

P h o e n ix

P ar ad is e V al le y (C ac tu s R

d) T em pe

E as t

U n iv e rs ity

C h a n d le r

(F ry e R

d) A rr o w h e a d

G le n d a le

W h a t

C h o m p ie

's lo ca tio n s h a ve y o u v is ite d

D ri vi n g b y th e L o ca ti o n

N e w sp a p e r

O th er pl ea se s pe ci fy

P ri n t

A d ve rt is e m e n t

R a d io

S oc ia l M ed ia

S o m e o n e R e fe rr e d Y o u

TV

How did you first learn about Chompie's?

0%

3% 0% 0%

1%

1%

2% 0% 0%

1%

1%

2% 0% 1%

3%

1%

2% 0% 1%

3%

0%

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2%

C o lu m n

H ow d id y ou fi rs t l ea rn a bo ut

C ho m pi e' s?

b y

W ha t C ho m pi e' s lo ca tio ns h av e yo u vi si te d?

sa m pl e si ze

1;

5% c on fid en ce le ve l

A m on g W h at

C h o m p ti o n s h av e yo u v is it ed o f

'P ho en ix

/P ar ad is e V al le y (C ac tu s R d) h av e H o w d id y fi t le ar n a b o u t C h o m p ie 's o f 'O th er pl ea se s pe ci fy

(t hi er th an th e av er ag e fo r 'O th er pl ea se s pe ci fy

A m on g W h at

C h o m p ti o n s h av e yo u v is it ed o f

'C ha nd le r (F ry e

R d) h av e

H o w d id y o u f ir st le ar n a b o u t C h o m p ie 's o f ' D riv in g by th e

Lo ca tio n' th is is h ig he r th an th e av er ag e fo r

'D riv in g by th e Lo ca tio n'

A m on g W h at

C h o m p ti o n s h av e yo u v is it ed o f

'C ha nd le r (F ry e

R d)

3% h av e H o w d id y o u f ir st le ar n a b o u t

C h o m p ie

's o f '

T V th er th an th e av er ag e fo r

'T V

H o w d id y o u f ir st le ar n a b o u t C h o m p ie 's b y W h at

C h o m p ie

's lo ca ti o n s h av e yo u v is it ed

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1%

1%

3% 3%

6, t hi nk t an k m ed ia a nd m ar ke o t o t o t o t o t o o r o ld e r

W ha t is y ou r ag e?

D ri vi n g b y th e L o ca ti o n

N e w sp a p e r

O th er pl ea se s pe ci fy

P ri n t

A d ve rt is e m e n t

R a d io

S oc ia l M ed ia

S o m e o n e R e fe rr e d Y o u

TV

How did you first learn about Chompie's?

0%

0% 0% 0%

0%

1%

2% 0% 1%

5%

0%

1% 1% 1%

5%

0%

1% 0% 1%

2%

0%

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1%

1%

3% 0% 1%

1%

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1% 1% 1%

0%

C o lu m n

H ow d id y ou fi rs t l ea rn a bo ut

C ho m pi e' s?

b y

W ha t i s yo ur a ge sa m pl e si ze

1;

5% c on fid en ce le ve l

A m on g W h at is y o u r ag e?

o f ' '3 to

4'

5%

H o w d id y o u f n a b o u t C h o m p ie 's o f ' T

V ig he r th an th e av er ag e fo r

'T V

A m on g

W h at is y o u r ag e?

o f '

'2 to

4'

5%

H o w d id y o u f n a b o u t

C h o m p ie

's o f '

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V

A m on g W h at is y o u r ag e?

o f ' '7 or o ld

2% av e H o w d id y fi t le ar n a b o u t C h o m p ie 's o f 'N ew sp ap er th er th an th e av er ag e fo r

'N ew sp ap er

H o w d id y o u f ir st le ar n a b o u t C h o m p ie

W h at is y o u r ag e?

6, t hi nk t an k m ed ia a nd m ar ke ye s go in g si nc e C ho m pi es lo ca tio n32 nd S he a fir st ag o

C ho m pi e' s cu st om er op en ed st re et re m em be r

S t lo ng us ed m ov ed tim e

F am ily co m in g st ar te d fr ie nd s on e

Te m pe G re en w ay de li fr ie nd

P ho en ix bo w lin g al le y ea tin g go ne xt ol d ba ge ls ba ck w en t m an y

Je w is h re st au ra nt w or ke d

A S

U kn ow n ne ig hb or ho od

S aw

C ha nd le r gr ewfo od liv e

S co tts da le

M al l liv ed sh op de ca de s se ve ra l

Ye lp

S ou th er n or ig in alsu re ba ge l

V al le y sc ho ol

P V

G ro up on he ar d tim es lo ca tio ns lit tle

P ar ad is e

V is ite d ca te re d

W or d be gi nn in g m ou th st or e

A Z

In te rn et ch ild cu st om er s no w N

Y to ld

M es a ac ro ss ar ea

's ea rly yr s pa st

Lo ve y re gu la r br ou gh t

W en dy

H ow d id y ou fi rs t l ea rn a bo ut

C ho m pi e' s?

O th er pl ea se s pe ci fy

S

U M

M A

R Y sa m pl e si ze

6, t hi nk t an k m ed ia a nd m ar ke ti ng

“O

TH

ER

H O

W D

ID

Y

O U

LE

R

N A

B O

U T

U

Food Portion Size

Food Taste

Price/Value of Meal

Food Meets Dietary Restrictions

Menu Size

Friendliness of Staff

Chompie's Delivery Service

Kid Friendliness

Order Accuracy

Speed of Service

Finding Chompie's Location

Chompie's Reputation

Bakery Experience

Catering Experience

2040608010 0%

8%

7%

N e e d s Im p ro ve m e n t

N /A

N ot A pp lic ab le

G o o dC h o m p xp er ie n ce

6, t hi nk t an k m ed ia a nd m ar ke ti ng

P le as e te ll us a bo ut y ou r C ho m pi e' s E xp er ie nc e:

S

U M

M A

R Y sa m pl e si ze

1;

5% c on fid en ce le ve l

8%

11111

11115555 %%%%7%

9999999

88888888

77777778

999999 o m p er ie n ce

6, t hi nk t an k m ed ia a nd m ar ke ti ng

Food Portion Size

Food Taste

Price/Value of Meal

Food Meets Dietary Restrictions

Menu Size

Friendliness of Staff

Chompie's Delivery Service

Kid Friendliness

Order Accuracy

Speed of Service

Finding Chompie's Location

Chompie's Reputation

Bakery Experience

Catering Experience

2040608010 0%

7%

8%

8%

N e e d s Im p ro ve m e n t

N /A

N ot A pp lic ab le

G o o d

P le as e te ll us a bo ut y ou r C ho m pi e' s E xp er ie nc e:

S

U M

M A

R Y

F ilt er : W ha t i s yo ur a ge to

4, to

4, to

4;

s am pl e ze

3;

8% fi lte re d ou t;

c on fid en ce le ve l

C u st o m er s b y A g e

G ro u p

5-a re sl ig h tl y le ss h ap p y w it h

F o o d

T as te

H o w ev er , t h ey sl h tl y h ap p ie r w

S p ee d o f S er vi ce

C o re A g e

-7

7%

3%22222223

8%8

11111

11115555 %%%%8%

99999992

8888888888 o m p er ie n ce

6, t hi nk t an k m ed ia a nd m ar…