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HomeMy WebLinkAboutResolution Fort Worth Local Development Corporation (FWLDC) FWLDC-2022-02RESOLUTION NO. FWLDC-2022-02 FORT WORTH LOCAL DEVELOPMENT CORPORATION RESOLUTION OF THE BOARD OF TRUSTEES Authorizing an Amendment to the Agreement with Schaefer Advertising Co., Ltd for the Development of a Messaging Strategy to Promote Economic Development in the City of Fort Worth to Provide for an Expanded Media Budget, Additional Creative Assets and Associated Agency Fees, and to Increase the Total Amount of the Contract to $952,500 WHEREAS, the City Council of the City of Fort Worth ("City") adopted the Economic Development Strategic Plan on December 12, 2017 (the "Strategic Plan") that includes a goal to "Establish Fort Worth's Competitive Edge", known as "Goal 1", which goal included an initiative related to "Marketing & Target Industry Recruitment"; WHEREAS, the "Marketing & Target Industry Recruitment" initiative of Goal 1 is to "attract new investments and businesses into the community, focusing on target industries that align with Fort Worth's assets"; WHEREAS, the Strategic Plan also made a finding that, "A successful marketing program requires highly -targeted messaging aimed at specific audiences," and "Generic marketing and promotional efforts [... ] will not be sufficient to differentiate the city for business recruitment" and "in addition to using customized messaging, the community's business recruitment efforts will benefit from a set of bold and creative tactics aimed at generating leads from new sources (both from within the metro area and from national and international markets.)"; WHEREAS, the Fort Worth Local Development Corporation (the "Corporation") was created in 1987 to assist the City with, among other things, the creation of jobs and other economic development activities of the City; WHEREAS, the Corporation desires to assist the City with the achievement of Goal 1 of the Strategic Plan by engaging a marketing firm to develop an overarching messaging plan to promote the City of Fort Worth in its initiative to foster and promote economic development, which should be specific to ongoing economic development activities, projects, and the goals established in the City of Fort Worth's Economic Development Strategic Plan; WHEREAS, on August 18, 2020, the Corporation Board of Trustees ("Board") approved $102,000 in the Fiscal Year 2021 budget for marketing and research efforts, but several marketing initiatives were paused or delayed due to ongoing business stabilization efforts due to effects of the COVID-19 pandemic, which resulted in $50,000 remaining in the Fiscal Year 2021 budget for marketing and research efforts ("FY21 Marketing Funds"); WHEREAS, on April 6, 2021, a competitive Request for Proposals for marketing services was issued seeking a firm who would collaborate with the City of Fort Worth Economic Resolution — FWLDC-2022-03 Page 2 of 7 Development Department to develop a messaging plan with the objectives to (1) support new and existing business growth by increasing awareness of Fort Worth's benefits as a place to live, work and do business; (2) highlight and encourage entrepreneurship and innovation throughout Fort Worth; and (3) leverage opportunities for community revitalization through investments in small businesses and targeted development opportunities; and in June 2021, Schaefer Advertising Agency ("Schaefer") was selected as the RFP finalist; WHEREAS, in July 2021, Schaefer began to perform initial discovery and research related to a messaging platform and develop formal recommendations based on the initial discovery and research for the development of a creative brand identity for the City of Fort Worth's economic development initiative; WHEREAS, the Board approved a resolution in September 2021 to pay Schaefer $13,000 for preliminary activities and preparation completed from July 1-September 30, 2021, and requested an additional presentation for further discussion; WHEREAS, following the presentation on October 19, 2021, the Board approved an agreement to retain Schaefer ("Agreement") to provide marketing services from October 1, 2021 -- September 30, 2024, for a total cost not to exceed $737,000.00. WHEREAS, the anticipated costs for the Year 1 Messaging Platform were documented as $372,070 for the services identified in the scope of work for the Agreement; WHEREAS, following the presentation of Schaefer's Year 1 Strategic Plan to the Board on January 25, 2022, the Board now desires to approve an agreement to expand the scope of work, including an expanded media budget, additional creative assets and associated agency fees and to add an additional $215,500 to Schaefer's contract for use during Year 1 (October 1, 2021 -- Sept. 30, 2022), with the services to be performed more particularly set forth in Exhibit "A", attached hereto and made a part hereof for all purposes (the "Expanded Services"). NOW THEREFORE, BE IT RESOLVED BY THE BOARD OF TRUSTEES OF THE FORT WORTH LOCAL DEVELOPMENT CORPORATION: 1. THAT the Board authorizes the execution and delivery of an amendment to the Agreement providing for the performance of the Expanded Services for Year 1 and an addition of $215,500, resulting in an increase of the total amount for the Agreement from $737,000 to $952,470. 2. THAT all other provisions of the Agreement that are not amended as authorized herein remain in full force and effect. 3. THAT this Resolution takes effect from the date of its adoption. Resolution — FWLDC-2022-03 Page 3 of 7 Adopted this 22nd day of February, 2022. By: Gyna M. FIV ens President Attest: 1 �4=�w J ette S. Goodall iporate Secretary Resolution — FWLDC-2022-03 Page 4 of 7 EXHIBIT "A" EXPANDED SCOPE OF WORK AND COMPENSATION COMPENSATION Compensation for Year 1 Expanded Scope of Work: Project Budget Expanded Paid Media $165,500 Expanded Creative Assets $20,000 Expanded Market Activation & Media Management $20,000 Expanded Measurement & Reporting Included Expanded Account Management $10,000 TOTAL $215,500 The fees paid are inclusive of any usage fees claimed by a third party and Schaefer will be responsible for paying any such fees. SCOPE OF WORK EXPANDED YEAR 1 March 1, 2022 — December 31, 2022 OVERVIEW The City of Fort Worth Economic Development team, alongside Fort Worth Local Development Corporation, has undertaken a three-year initiative to successfully brand and market the city and further our economic development initiatives. Overall the initiative is concentrated in three focal areas: 1) Establishing Fort Worth's competitive edge 2) Becoming a hub for creative business 3) Ensuring community vitality In support of the broader vision, the RFP outlined specific marketing goals: 1) Support new and existing business growth by increasing awareness of Fort Worth's benefits as a place to live, work and do business. 2) Highlight and encourage entrepreneurship and innovation throughout Fort Worth. 3) Leverage opportunities for community revitalization through investments in small businesses and targeted development opportunities. 4) Reflect the authentic, multicultural nature of Fort Worth within the campaign strategy and messaging Resolution — FWLDC-2022-03 Page 5 of 7 Key Target Sector • Mobility • Aerospace & Defense • Energy • Culture • Anchors & Innovators o Healthcare/Life Sciences, o Advanced Manufacturing o Corporate/Regional HQs Prioritized Outer Markets: Based on budget and placement opportunities to fully saturate each market. • Southern CA • Phoenix • Atlanta • OKC • Denver • Austin • Raleigh/Durham • Chicago + Midwest Local Market: • DFW Key Considerations Within this Expanded Scope the agency has mapped out a more robust media budget and associated agency fees. This increased media budget will allow for a much stronger outer market presence, necessary to drive home the message that Fort Worth offers opportunity, innovation, prosperity and growth. This expanded plan also amplify marketing efforts to a more diverse community and create additional messaging and creative to reach our multiple target audiences more effectively. This expanded scope SOW includes the following budget: • Expanded Paid Media Budget • Expanded Associated Agency Fees o Expanded Creative Assets o Market Activation & Media Management o Measurement & Analytics o Account Management Resolution — FWLDC-2022-03 Page 6 of 7 Expanded Paid Media Budget • Additional placements in display, retargeting, search, paid social • as expanded Additional Strategic publisher placements, specifically targeting the economic development Audiences • DFW Airport — negotiated a significant discount for a premium inventory program • Streaming Video program Expanded Media Investment $165,500 for Year 1 Expanded Creative Assets With additional media platforms the agency will need to develop a broader set of creative assets than planned for originally. This includes the opportunity to be more specific in tailored messaging and visuals along with a wider variety of assets. For example, digital placements within DFW airport and Video to support video streaming media. Expanded Creative Assets Investment $20,000 Expanded Associated A14ency Fees: Market Activation & Media Management Schaefer will launch the new brand and creative campaign into the market. The agency handles all final negotiations and placements based on the approved media plan. The agency will manage tagging and trafficking responsibilities across all digital platforms and within digital assets. The agency has a strict quality control process in place to ensure flawless activation of integrated campaigns. Equally as important after the launch is Schaefer's attention to ongoing media management and optimization. Schaefer will perform daily review and optimization of our digital placements. Many of these efforts are managed in-house leveraging Schaefer's media management platform. Schaefer will also regularly monitor other campaign activities and opportunities to enhance and grow the efforts on behalf of the economic development team and bring this forward to the client. Expanded Market Activation Investment (10 months) $2,000 per month/$20,000 Expanded Agency Fees: Measurement & Analytics The measurement for success of any marketing campaign is in the results. Schaefer will develop a unique Measurement Plan to outline key audiences, objectives, KPIs and performance metrics for this campaign. Schaefer will work in close partnership with the client to establish, enable, and manage key tracking mechanisms for comprehensive reporting, including: Google Analytics, Google Tag Manager, Google Search Console, Pixel Implementation, and more. The approved Measurement Plan is used to guide the design and development of a custom live reporting dashboard that integrates all key data sources. Reports are presented on a monthly and/or quarterly basis with strategic analysis and recommendations. Investment included in Expanded Media Management Fee above Resolution — FWLDC-2022-03 Page 7 of 7 Expanded Af4ency Fees: Account Management The Schaefer account management team serves as a critical hub of communications between Schaefer's various teams within the agency and the client. The Schaefer account team will serve as the client's primary point of contact from strategic development to campaign execution and beyond. Schaefer is relationship -driven and high touch but strive to be as judicious as possible with client time and resources in an effort to maximize the client's marketing investment. In the initial planning stages, the Schaefer account team will lead all facets of plan development, presentation and approvals. As campaigns are being readied for market, the Schaefer team is responsible for adhering to strategy, deliverables, timelines and budgets, alongside its digital and creative counterparts. Schaefer's ultimate goal is to make this process as fluid and seamless for the client. Once campaigns are live, the Schaefer account team stays abreast of opportunities and performance - always with an eye towards making the initiative as efficient and effective as possible. Schaefer will be available for and, at the request of the client, schedule a status meeting I per week with the Schaefer team and the client during peak campaign times. Schaefer will provide a formal status report for review and discussion in those meetings, as well as in the event no meeting occurs. Expanded Investment (10 months) $1,000 per month / $10,000