Southern State Lottery RFP

Steve’s breakdown: If the section of the RFP below makes you crazed, that’s what it’s takes to win an account like the Virginia Lottery. Actually, it’s not that bad when you see the actual document that you can view at this link: RFP

Responses are due May 11th

RICHMOND, VA: The Lottery is interested in receiving proposals for the following categories. Each category will be evaluated and awarded separately. Proposals should only be submitted for Offerors with specific area(s) of expertise; there is no requirement to respond to all sections. Offerors submitting proposals for multiple categories shall submit separate proposals for each category. A. Branding Services 1. Offeror shall have the ability to provide strategic guidance and establish a process and develop the plan for the next evolution of the Virginia Lottery brand. 2. Offeror should complete a comprehensive brand audit incorporating Page 5 of 35 our customer analytics and possibly perform any additional research of our customers, influencers and industry as needed. 3. Offeror should complete competitive analyses amongst other leisure/entertainment/gaming products. 4. Offeror shall have the ability to interview internal and external stakeholders. The Lottery assumes stakeholder interviews will be included but Offerors may propose a different approach. 5. Offeror shall have the ability to incorporate then current Lottery partners in their process for understanding and evolving the brand (advertising, public relations firms for example). 6. Offeror shall have the ability to provide a comprehensive brand architecture that will establish a multi-year plan for refresh, awareness, transition, sustenance, and evolution. 7. Offeror shall have the ability to provide strategic guidance. Areas of guidance shall include minimally the following areas: a. Behavioral loyalty: definitions of purchasing behaviors b. Attitudinal Attachment: determine best way to present the brand so it is personally meaningful by consumer segment c. Active Engagement: brand loyalty d. Sense of Community: strategy for social engagement e. Salience: define and describe sense of voice for all communications f. Performance: strategy for ensuring brand meets functional needs of all customers and stakeholders g. Imagery: provide representative image definition (how does the Lottery brand look and feel) h. Metrics: Establish performance metrics to evaluate branding efforts both short and long term, as well as metrics involving our employees, retailers, vendors, stakeholders, and players. B. Media Buying Services 1. Offeror shall have the ability to manage complex purchasing of media for all Lottery messaging across all media platforms. The Lottery currently utilizes the following media platforms: broadcast, cable, digital, social, radio and Out of Home. 2. Offeror shall have the ability to collaborate with the Lottery when developing media plans to ensure key objectives are met. 3. Offeror shall have the ability to build partnerships with media outlets to deliver added value for every media buy. 4. Offeror shall have the ability to develop an annual media buying plan. 5. Offeror shall have the ability to provide designated staff for daily optimization of digital advertising buys in accordance with best practices. 6. Offeror shall have the ability to provide timely and relevant key performance indicators for measuring the return on investment for all media channels. 7. Offeror shall have the ability to illustrate innovation and consistently recommend new products, tools, and strategies to the Lottery. In particular, Offeror shall demonstrate the ability to support digital Page 6 of 35 advertising efforts to support both existing and new digital products, including tools, techniques, and strategies that will best support the Lottery’s goals for customer acquisition, engagement, and retention. 8. Offeror shall have the demonstrated ability to collaborate with multiple internal and external partners to maximize the value for our media buying investment. 9. Offeror shall have the ability to produce and provide a dashboard, which is accessible 24/7, to allow the Lottery to review digital and social campaign efficacy in real time. 10. Offeror shall have the ability to create, manage, and execute digital campaigns to support both traditional Lottery products and new digital products anticipated to be available in market shortly after any resulting contract. 11. Offeror shall have the ability to provide appropriate technical support to work with the Lottery internal digital team to create effective digital campaign tracking, including, but not limited to, the Virginia Lottery’s Google Analytics. 12. Offeror shall have the ability to produce a post-buy analysis with key relevant and actionable recommendations for future campaigns. 13. Offeror shall have the ability to attend meetings at least quarterly with the Lottery team to review results and shape future media buys. It is the intent of the Lottery that these meetings will be held at Lottery headquarters in Richmond, VA and successful Offeror shall attend in person. 14. Offeror should expect ongoing media purchase needs on an estimated scale of six (6) to eight (8) traditional media campaigns, continual digital and social media, and continual Out of Home media, with a total budget in the range of fifteen (15) to twenty (20) million dollars annually. C. Experiential Marketing Services 1. Lottery Event Requirements General Requirements: Offeror shall have the ability to collaborate with the Lottery to ensure event footprint is setup and taken down in accordance with Lottery requirements. Responsibilities for setup and take down could be as follows, unless otherwise stated by the Lottery at the time of event: a. Work closely with Lottery’s Event Managers b. Organize, load, and unload promotional items from event trailers c. Set up/take down tents, chairs, and tables d. Lay and dismantle temporary event flooring e. Assemble and disassemble signage, banners, flags, etc. f. Set up and break down counters for Lottery terminals which allow ticket sales at events g. Tow the Lottery’s selling trailers Page 7 of 35 h. Transport equipment and materials to and from the Lottery warehouse located in Richmond, VA to specific event sites i. Provide proof of performance to show that event footprint meets Lottery standards as established for each event j. Offeror shall have the ability to load either a special events trailer, selling trailer, rental box truck, pickup truck, POD, or combination thereof with a predetermined quantity of specified promotional items from the Lottery’s warehouse in Richmond and transport to event. Offeror shall be responsible for reloading and returning, to Lottery warehouse, any remaining premium items at the conclusion of each event. Staffing a. The Offeror shall have the ability to provide qualified manpower for each event according to the event schedule. The Lottery will provide training on the “We’re Game” (or then current) brand and Lottery business to all qualified staff. b. The Offeror shall have the ability to provide an optimal mix of both Brand Ambassadors and Market Managers for each Lottery event. It should be noted that the Lottery has the expectation that each event will require a different mixture of staffing needs. Both Brand Ambassadors and Market Managers shall be at least 18 years of age, hold a high school diploma (or equivalency), and be able to lift 25 pounds. Personnel descriptions are provided below: Brand Ambassadors: a. The main objective of Brand Ambassadors is to engage event attendees while being energetic and fun. b. Brand Ambassadors shall engage event attendees, play games, set up and distribute premium giveaways, and capture content for social media (pictures, etc.). c. Brand Ambassadors shall assist with the set-up and breakdown of the footprint as well as any basic maintenance that may be needed during an event, as described in the General Requirements above. d. Brand Ambassadors may be tasked with selling responsibilities. Training to ensure proper brand communication and proper security clearances are required prior to a Brand Ambassador serving in this capacity. Market Managers: a. The main objective of Market Managers is to be present at every event and ensure that the Brand Ambassadors are performing their Page 8 of 35 agreed upon job duties. The Market Manager is also expected to engage event attendees while being energetic and fun. b. Market Managers manage Brand Ambassadors and all reporting functions. c. Market Managers are responsible for the transportation, set-up, and breakdown of event footprint. d. Market Managers may be tasked with selling responsibilities. Training and the proper security clearances are required prior to a Market Manager serving in this capacity. 2. Event Strategy a. The Offeror shall have the ability to provide strategic direction on bringing the Lottery brand (currently “We’re Game”)to life through Experiential Marketing. The Lottery brand may evolve over the term of any resulting contract. b. Offeror shall have the ability to develop strategic plans with crosschannel and promotion integration opportunities for building brand awareness to help consumers experience our brand. Plan shall be subject to change, as Lottery deems necessary. c. Offeror shall have the ability to provide best practice guidance on consumer engagement, including event best practices as well as event-to-consumer segment fit. d. Offeror shall have the ability to assist with the development of the Lottery’s Annual Event Plan and provide recommendations for future events to attend/sponsor. 3. Creative a. Offeror shall have the ability to develop ideas for a new or improved footprint, including, but not limited to, on-site signage, personae integration (currently Game Guy), games, and premiums. b. Offeror shall have the ability to identify and provide recommendations on opportunities to connect with customers beyond the Lottery’s immediate footprint. c. Offeror shall have the ability to develop event ideas, event engagement strategies, booth/tent space design, signage production for events, any creative and broadcast deliverables associated with events, and any additional job duties required by the Lottery. 4. Warehousing and Distribution a. Offeror shall have the ability to receive items into a Lottery-owned warehouse located in Richmond, VA. Lottery will notify the Offeror forty-eight (48) hours prior to the need to receive shipment. b. Offeror shall have the ability to provide staff who are certified forklift drivers to pick and pack Lottery premium goods as needed for events. Page 9 of 35 c. Offeror shall have the ability to provide a general tracking of premium items remaining in warehouse as well as inventory used at each Lottery event. d. Offeror shall have the ability to provide transportation, with Offeror owned vehicle, of Lottery footprint (i.e. tents, signage, tables, tablecloths, etc.), games, and premiums to and from event locations and storage areas. Offeror shall have the ability to include Lottery branding on the primary proposed vehicle(s). e. Offeror shall have the ability to drive a Lottery provided vehicle to an event. The Lottery currently utilizes an eight (8) cylinder F250 truck with towing package. In the event a Lottery-provided vehicle is not available, it may be required for the Contractor to tow the Lottery trailer with their own vehicle in which case mileage will be reimbursed at the state allowable rate. Offeror may be required to drive Lottery-provided vehicles to and from different locations where work is to be performed. All vehicles operated on behalf of the Lottery shall be operated under Federal and State Department of Transportation rules and regulations. 5. Production a. Offeror shall have the ability to produce creative materials, which may include interactive elements such as games, as agreed upon with the Lottery. All products, both physical and intellectual assets shall be property of the Lottery. b. Offeror shall have the ability to produce items according the Lottery’s approved Brand Standards. 6. Reporting a. Offeror shall have the ability to provide to the Lottery data captured in an electronic format at all events. At a minimum the following information to be captured shall include the following: • Event type and location • Total number of customer interactions • Total number of impressions • Total number of premiums distributed • Staffing costs per event • Premium distribution cost per event • Cost per interaction • Event return on investment • Number of games played • Photographs Page 10 of 35 • Feedback from on-site team b. Offeror shall provide training to the Lottery on how to access required reports. c. Offeror shall have the ability to provide the Lottery a documented response to sponsorship/event requests which provides details on whether the event is a good fit for the Lottery taking into consideration internal and external factors. Lottery recommends the individual providing this assessment be someone independent of the daily account team member. 7. Value-added: Value-added is not a mandatory requirement and will not be used in evaluation of proposals; however, this information will allow the Lottery to identify additional contractual opportunities to support the overall objectives of the Experiential Marketing Category. a. The Lottery is interested in any digital solution with the ability to capture digital data at the Lottery’s footprint during an event. b. Any proposed solution should have the ability to scan a lottery ticket and a Virginia driver’s license, and decode information including the name, address, and date of birth of the license holder. c. Proposed solution should have the ability to send data collected in real-time to the Lottery via API and not store information on a device at the event.

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