REQUEST FOR INFORMATION

Transcription

1 REQUEST FOR INFORMATION PROPOSAL NUMBER: 65-Y16RFIMTS1005 ISSUE DATE: NOVEMBER 12, 2015 TITLE: MARKETING PARTNER FOR THE WILLIAM AND IDA FRIDAY CENTER FOR CONTINUING EDUCATION AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL ISSUING AGENCY: UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL MATERIALS & DISBURSEMENT SERVICES 104 AIRPORT DRIVE, SUITE 2700, CB #1100 CHAPEL HILL, NORTH CAROLINA ATTENTION: Mr. Mark Sillman Phone: Fax: USING AGENCY: PUBLICATIONS AND PROMOTIONS UNIT FOR THE WILLIAM AND IDA FRIDAY CENTER FOR CONTINUING EDUCATION CENTER IMPORTANT: This is a Request for Information only and is not to be construed as a Request for Proposal. No cost and pricing data are requested nor should it be included with your response. Responses should be submitted in a sealed envelope indicating the firm name and RFI number on the front of the envelope or package. Sealed responses will be received until 3:00 p.m. on December 15, 2015 for furnishing information on the services described herein at the address indicated above as Issuing Agency. Proposals not received by 3:00 p.m. on December 15, 2015 may not be considered. No details of responses will be divulged at the time of opening. All questions concerning this RFI must be submitted via as a Microsoft word document to mark_sillman@unc.edu, no later than 4:00 p.m. on December 1, A summary of all questions and answers will be posted on the Internet or ed as an addendum, located under the RFI number being modified. It is the offerors responsibility to assure that all addenda, if any have been reviewed, signed and returned. Pursuant to G.S and Executive Order No. 150, the state invites and encourages participation in this process by businesses owned by minorities, women and the disabled.

2 Purpose: This Request for Information (RFI) is being issued to obtain information for the Communications Unit of the William and Ida Friday Center for Continuing Education at the University of North Carolina at Chapel Hill who is searching for a marketing partner to assist in creative development as it prepares to launch a new branding campaign for its academic-credit programs. To that end, we would like to invite you to submit information about your agency s services and capabilities. Overview of our project: The Friday Center supports a wide range of educational programs and services designed to make continuing education accessible to nontraditional part-time students (see fridaycenter.unc.edu for more detail). The Friday Center s Credit Programs brand is in need of an update. This new look, feel, and message will be shown in the form of online display, online video, and print advertisements. Find out more details about Credit Programs at Marketing and promotional efforts have traditionally been specific to each of the three components of Credit Programs: Carolina Courses Online (online semester-based courses), Self-paced Courses (self-paced online and correspondence courses), and Part-time Credit Studies (on-campus classroom courses). While singling out each program will continue on a smaller scale in the new ad campaign, an overarching campaign will encompass all three programs, emphasizing the broad array of options and flexibility these offerings give to the nontraditional adult student. The Friday Center wishes to celebrate its nontraditional students whose differing backgrounds and nonlinear paths haven t stopped them from pursuing a better life through education. These students are often working professionals or stay- home parents who wish to update their skill set in preparation for returning to the workplace, the newly retired who finally have time for education and learning, as well as traditional college-age students who are unable to attend school full-time for a variety of reasons. With this campaign, the Friday Center hopes to reach even more potential nontraditional students whose professional and personal goals include higher education. Agency partner needs: It is essential that the Friday Center s new campaign be driven by a powerful creative strategy. With a limited budget for media placements, and a highly competitive marketplace, our message has to be clear and compelling. The campaign must speak to a variety of demographics, and create positive new associations in the minds of a range of prospective student groups. Although the Friday Center s staff has marketing and design capabilities, the scope of the Center s current needs in developing an integrated branding campaign is beyond the resources of this staff. The talents of a strategically-oriented creative partner will serve as the ideal complement to the Center s existing team. Scope of work: 1. Overall Campaign Concept The agency partner will be asked to design a campaign that may include the following elements: 1. brand development 2. creative concept 3. deliverables: a. print ads (digital files) b. digital ads (digital files) c. Internet video ads (fully produced)

3 2. Concept Manifestation Refinement of the creative strategy for implementation in the recommended campaign components may include: Three to five general Credit Programs print advertisements, and one to two print advertisements specific to each program for use in newspaper and magazine formats One 30-second and one 15-second Internet video advertisement three concepts to be narrowed to a final overall concept, storyboards for production of each spot, and final videos Internet banner ads for general Credit Programs as well as specific programs all standard Google AdWords sizes Tool Kit final files of approved images, layouts, and any other components needed to complete campaign implementation. The Friday Center will retain ownership and rights to all concepts and materials developed for the campaign. Required agency qualifications: demonstrated success in development of strategically-oriented creative campaigns customer-focused culture with experienced account service personnel necessary resources and staff to support development of the program as described above ability to execute the project within the period of January through May 2015 ability to execute the project within an assigned budget of approximately $35,000 (agency fees only; production costs estimated separately) Desired agency qualifications: expertise in digital marketing design and services experience in video advertisement concept design and production experience marketing to a wide variety of demographics We are interested in receiving information about how your firm meets these qualifications. In submitting your information, please include the following: the number of years you have been in business education and experience of your key employees your agency s business philosophy the services your agency provides in-house your process for determining strategic direction, creative development, client presentation, and creative selection a list of current and former clients samples of some of your work (online portfolio links preferred) Based on the information submitted, we intend to narrow our search to a smaller group of agencies that we feel most closely fit our needs and invite those agencies to make a presentation.

4 CONDITIONS FOR REQUESTS FOR INFORMATION (RFI) RESPONSES All responses are subject to the conditions outlined herein. All responses shall be controlled by such conditions and the submission of other terms and conditions and other documents as part of an offerors response shall be waived and have no effect on this Request for Information. REQUIRED RESPONSE CONTENT Qualified firms are encouraged to submit a response for performing the services described herein. All responses shall be submitted in accordance with the requirements of this Request for Information. Failure to include any required information in the response may be grounds to disqualify a firm from being able to proceed. Responses shall be prepared simply and succinctly providing a straightforward, concise description of the offerors abilities to satisfy the requirements of this Request for Information. Emphasis shall be on completeness and clarity of content. The information shall be prepared, tabbed and submitted in a clear and logical order. RESPONSE SUBMISSION AND OPENING The response must be received by the Issuing Agency no later than the date and time specified on the cover of this Request for Information. Each response shall be placed in a sealed envelope with the following information printed on the outside of the envelope; complete name of the offerors company/firm, the Request for Information number. Ensure that you have the Request for Information number printed on your address label so that it can be properly identified upon arrival at the Issuing Agency address. EVALUATION OF RESPONSES The offerors response shall be submitted at the time specified. Designated University staff members shall evaluate the responses received and will consider the following factors in recommending if a presentation is warranted. These factors are not necessarily listed in order of priority. A. Overall experience and qualifications of the offeror and proposed personnel B. Experience and/or credentials in providing the professional services required C. Performance of the offeror as evaluated by the references supplied Offerors are cautioned that this is a Request for Information, not a request to contract, and the University reserves the unqualified right to reject offers for any reason when such rejection is deemed to be in the best interest of the University.

5 ELABORATE RESPONSES Elaborate responses in the form of brochures or other presentations beyond that necessary to present a complete and effective response are not desired. In an effort to support the sustainability efforts of the University we solicit your cooperation in this endeavor. It is desirable that all responses meet the following requirements: All copies are printed double sided. All submittals and copies are printed on recycled paper with a minimum post-consumer content of 30% and indicate this information accordingly on the response. Unless absolutely necessary, all submittals and copies should minimize or eliminate use of nonrecyclable or non-reusable materials such as plastic report covers, plastic dividers, vinyl sleeves and GBC binding. Three ringed binders, glued materials, paper clips and staples are acceptable. Materials should be submitted in a format which allows for easy removal and recycling of paper material. ORAL EXPLANATIONS The University at its option may request oral presentations, or discussions with any or all offerors for the purpose of clarification or to amplify the material presented in any part of the response. However, offerors are cautioned that the University is not required to request clarification; therefore, all responses should be complete and concise. The University shall not be bound by oral explanations or instructions given at any time during the process. REFERENCE TO OTHER DATA Only information which is received in response to this Request for Information shall be evaluated; references to information previously submitted shall not be evaluated. RIGHT TO SUBMITTED MATERIALS All responses, inquiries, or correspondence relating to or in reference to this Request for Information, and all other reports, charts, displays, schedules, exhibits, and other documentation submitted by the offerors shall become the property of the University when received. COST OF RESPONSE PREPARATION Any costs incurred by the offeror in preparing or submitting responses are the offerors sole responsibility; the University shall not reimburse any offeror for any costs incurred to include costs associated with presentations if asked for.

6 CONFIDENTIAL INFORMATION To promote maximum participation and to protect the Request for Information process from being used to obtain information that would normally not be available otherwise, the University shall maintain the confidentiality of certain types of information. All such information intended to be kept confidential must be designated in writing Confidential. The obligations of non-disclosure shall not apply to the following: A. Information which, at the time of disclosure is in the public knowledge; B. Information which, after disclosure becomes part of the public knowledge by publication or otherwise, except by breach of this Agreement; C. Information which was in the possession of the University at the time of disclosure and which was not acquired, directly or indirectly by recipient from the disclosing party, and which prior possession can be proven by documentary evidence; D. Information received from third parties, provided such information was not obtained to their knowledge by said third parties, directly or indirectly, on a confidential basis; E. Information which is independently developed by the University s personnel not privy to the Information. F. Information contained in any subsequent pricing schedules if and when asked for. ADVERTISING In submitting the response, the offeror agrees not to use the results there from as a part of any news release or commercial advertising without prior written approval of the University. TITLES Titles and headings in this Request for Information and any subsequent documents are for convenience only and shall have no binding force or effect.

7 EXECUTION OF PROPOSAL TITLE: MARKETING PARTNER FOR THE WILLIAM AND IDA FRIDAY CENTER FOR CONTINUING EDUCATION AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL PROPOSAL NUMBER: 65-Y16RFIMTS1005 FIRM NAME: ADDRESS: CITY, STATE, ZIP CODE: PHONE NUMBER: FAX NUMBER: FEDERAL TAX IDENTIFICATION NUMBER: PRINCIPAL PLACE OF BUSINESS IF DIFFERENT FROM ABOVE: NAME: TITLE: SIGNATURE (IN INK): DATE: ADDRESS: