The Marketing Request For Proposal is a crucial business document used when organizations in Canada seek to procure professional marketing services through a formal, competitive process. This document is typically employed when a company needs to undertake significant marketing initiatives, rebrand, launch new products, or establish long-term marketing partnerships. The RFP must comply with Canadian procurement regulations, privacy laws (PIPEDA), and advertising standards while ensuring fair competition as per the Competition Act. It includes detailed specifications of marketing requirements, evaluation criteria, submission guidelines, and legal terms, allowing organizations to objectively assess and select marketing service providers. The document is structured to facilitate transparent decision-making and ensure value for money while maintaining compliance with federal and provincial procurement guidelines.
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1. Introduction: Overview of the organization, purpose of the RFP, and high-level project objectives
2. Project Overview: Detailed description of the marketing project, goals, target audience, and expected outcomes
3. Scope of Work: Specific deliverables, services required, and project specifications
4. Timeline: Key dates including RFP submission deadline, selection process timeline, and project implementation schedule
5. Submission Requirements: Format, content, and delivery instructions for proposals
6. Evaluation Criteria: Detailed breakdown of how proposals will be evaluated and weighted
7. Budget Guidelines: Expected budget range, payment terms, and financial submission requirements
8. Terms and Conditions: Legal requirements, contract terms, and compliance obligations
9. Contact Information: Details of the RFP coordinator and process for submitting questions
1. Pre-qualification Requirements: Specific criteria that vendors must meet to be eligible to submit a proposal
2. Current Situation Analysis: Detailed background on existing marketing activities and challenges
3. Technical Requirements: Specific technical specifications for digital marketing projects or technology integration
4. Minority Business Enterprise Requirements: Special requirements for diversity and inclusion in vendor selection
5. Environmental Sustainability Requirements: Green marketing and sustainability requirements for the project
6. International Marketing Requirements: Special considerations for multi-market or international marketing campaigns
7. Confidentiality Requirements: Additional confidentiality terms for sensitive marketing strategies or proprietary information
1. Schedule A - Detailed Scope of Work: Comprehensive breakdown of all required services and deliverables
2. Schedule B - Pricing Template: Standardized format for submitting pricing information
3. Schedule C - Response Forms: Standard forms for vendor information, qualifications, and project approach
4. Schedule D - Sample Contract: Draft contract terms and conditions for the successful vendor
5. Schedule E - Current Marketing Assets: Inventory of existing marketing materials and brand guidelines
6. Appendix 1 - Technical Specifications: Detailed technical requirements for digital marketing components
7. Appendix 2 - Evaluation Matrix: Detailed scoring criteria and methodology
8. Appendix 3 - Past Performance Reference Form: Template for submitting client references and past project examples
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