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Public Relations Agency RFP
1. Public Relations Agency RFP
Purpose
The purpose of this tool is to help you design a Request for Proposal (RFP) for Public
Relations Agency Services. An RFP is a formal invitation to request vendor proposals that
meet specific business requirements and purchasing criteria. Agencies interested in
pursuing the opportunity will respond with their approach to delivering on your
requirements, provide a detailed project plan & budget, and relevant references. An RFP is
useful for expediting the contracting process, once negotiations are complete.
How to Use this Template
Complete the following sections with your Public Relations project team. Cut & paste this
information into a document that reflects your corporate image, and deliver your RFP to a
short-list of potential vendors for review and proposal submission. The ‘Scope of Work &
Business Requirements’ section contains a comprehensive list of potential requirements. Be
sure to cut out requirements you don’t need, and add any that are particular to your
organization.
2. Title Page
[Insert Company Name or Logo]
Public Relations Agency Request for Proposal
[Insert Date]
3. Table of Contents Page
1. General Information 3
1.1 Corporate Overview
1.2 Contact information
2. Statement of Work 3
2.1 Project Purpose
2.2 Project Scope
2.3 Project Schedule
3. Proposal Submission Procedure 5
3.1 Vendor RFP Reception
3.2 Good Faith Statement
3.3 Communication & Proposal Submission Guidelines
3.4 Evaluation Criteria
3.5 Short-list Selection
3.6 Terms of Service
3.7 Conflict of Interest
3.8 Proposal Presentation Points
4. 3.9 Reference Accounts
4. Agency Information 8
5. Estimated Budget & Resources Required 8
1. General Information
1.1 Corporate Overview
Provide a description of your organization including company size, locations, current
capabilities & systems, stakeholders, expansion plans, and the business goals you are
looking to achieve.
INSERT OVERVIEW OF COMPANY, including target customers, verticals served, solutions
offered.
INSERT INDUSTRY OVERVIEW, including competitors, relative positioning, growth
opportunities, go-to-market strategies, etc.
ROLE OF AGENCY PARTNER: what services you expect the agency to provide.
OVERVIEW: insert a paragraph on the key attributes you hope to find in the agency you
are hiring, and your reason for hiring.
1.2 Contact Information
Primary liaison contact information: Enter Name
Email to which questions should be addressed: Enter Email Address
5. Location for presentations: Enter Address, City, State/Province and Country
2. Statement of Work
2.1 Purpose
The purpose of this Request for Proposal (RFP) process is to invite vendors to submit their
proposal to provide Public Relations agency services. This document contains the business
requirements necessary for a successful engagement.
2.2 Scope
Outline the scope of services, such as:
Ongoing strategic planning and creative consultation
Content creation (press kit, press releases, blog posts, etc.)
Media relations – international, national, trade, business, local
Analyst relations
Awards
Product reviews
Speaking engagements
Special events such as press conferences & media tours
Metrics, budgets and monitoring
2.3 Project Schedule
This schedule is based on our current timelines, but is subject to change.
Project Milestones Deadline
RFP Delivered to Agencies June 1, 2012
RFP Question Period Ends July 15, 2012
RFP Close Date July 31, 2012
6. Conduct Agency Evaluations September 1, 2012
Award Contract to Agency September 30, 2012
3. Proposal Submission Procedure
3.1 Vendor RFP Reception
By responding to this RFP, the agency agrees to be responsible for fully understanding the
requirements or other details of the RFP, and will ask any questions to ensure such
understanding is gained. [Insert your company name] retains the right to disqualify
agencies that do not demonstrate a clear understanding of our needs. Furthermore, the
right to disqualify an agency extends past the contract award period and [insert your
company name] will be at no fault, cost, or liability.
3.2 Good Faith Statement
All information provided by [insert your company name] is offered in good faith. Specific
items are subject to change at anytime based on business circumstances. [Insert your
company name] does not guarantee that any particular item is without error. [Insert your
company name] will not be held responsible or liable for use of this information or for any
claims asserted therefrom.
3.3 Communication & Proposal Submission Guidelines
Communications shall not be effective, unless a specified procurement executive who is
responsible for managing the RFP process formally confirms these communications in
writing. In no case shall verbal communication govern over written communications.
Please submit your proposal by [insert RFP Close Date].
Please send questions related to this RFP, and agency proposals to:
[Insert your company name]
[Insert department name]
[Insert mailing address]
Attention:
7. [Insert contact name & title]
[Insert phone/email/fax contact information]
3.4 Evaluation Criteria
All proposals will be evaluated systematically, based on the following key criterion. The
purpose of this section is to identify agencies with the interest, capabilities, and financial
stability to provide services as defined in the Scope of Work.
Following is a list of our key evaluation criteria:
1. Insert Criteria
2. Insert Criteria
3. Insert Criteria
4. Insert Criteria
5. Insert Criteria
3.5 Short-list Selection
Agencies who have demonstrated their capacity to meet our needs will be contacted via
phone and/or mail to be notified of their selection to move forward in the RFP process.
Agencies, who have not been selected, will not be contacted.
3.6. Term of Service
COMPANY wishes to engage agency for a/an ____-year term with a ____-day cancellation
provision by either party.
3.7 Conflict of Interest
Proposing agencies are asked to certify that they have no conflicts of interest in serving
COMPANY.
Principal competitors are: LIST COMPETITORS. Additional companies may also be
considered competitors, and we ask that you email any questions on competitors if you
have them.
3.8 Proposal Presentation Points
To keep the presentations focused, we ask that you focus on how you are going to help us
achieve the three priorities of our 2012 program, listed below:
8. 1. Priority #1
2. Priority #2
3. Priority #3
3.9 Reference Accounts
Three client references should be provided at the time of your presentation,
including: Current contact name, address, phone number and email.
o Client Reference #1
Contact Name
Address
Phone Number
Email
o Client Reference #2
Contact Name
Address
Phone Number
Email
o Client Reference #3
Contact Name
Address
Phone Number
Email
4. Agency Information
Agencies must submit the following information to be considered:
Corporate Overview – legal name; year of incorporation; number of employees;
income statement if available.
Products & Services – description of all products & services supplied.
9. Markets Served – description of geographic/industry markets & % of share.
Partners – list of current business partners and roles in ecosystem.
Customer References – provide references of customers in our industry.
5. Estimated Budget & Resources Required
All Agencies must provide a breakdown of costs related to the services provided. Costs
include, but are not limited to, fixed pricing & deliverables, billable hours (time & materials
based pricing), travel expenses, etc. Agencies must agree to keep the quoted pricing in
their proposals for a minimum of 90 days after proposal submission.
Finally, all proposals must include a project schedule & work breakdown structure, which
identifies timelines, key milestones, project phases, or other project plan information.