Social Media RFP Template

ABC Company
Request for Proposal for Social Media Services
Prepared by Sociable Business

www.sociablebusiness.com
July 1, 2010
CONFIDENTIAL
ABC COMPANY
Table of Contents
1. RFP INSTRUCTIONS ............................................................................................................................................... 4

1.1 RFP TIMETABLE......................................................................................................................................................................... 4
1.2 SUBMISSION PROCEDURES ........................................................................................................................................................ 4
1.3 PROPOSAL CONTACT ................................................................................................................................................................. 5
1.4 INSTRUCTIONS FOR COMPLETING PROPOSAL ....................................................................................................................... 5
1.5 VENDOR SELECTION PROCESS ................................................................................................................................................ 7
1.6 VENDOR PERSONNEL ............................................................................................................................................................... 8
1.7 DISCLOSURE OF ABC COMPANY BENEFIT INFORMATION ................................................................................................. 8
1.8 FINANCIAL AND CONTRACTUAL PROVISIONS ....................................................................................................................... 8
1.9 GIFTS, ENTERTAINMENT AND OTHER GRATUITY ............................................................................................................... 8
1.10 INSURANCE CERTIFICATES AND CERTIFICATIONS ............................................................................................................... 9
1.11 AWARD OF CONTRACT .............................................................................................................................................................. 9
1.12 USE OF ABC COMPANY LOGO ................................................................................................................................................ 9
1.13 MEDIA RELEASE ........................................................................................................................................................................ 9
2. SCOPE OF SERVICES ............................................................................................................................................. 10

2.1 TABLE 1 - STRATEGY ............................................................................................................................................................... 10
2.2 TABLE 2 - COMMUNICATION .................................................................................................................................................. 11
2.3 TABLE 3 - MULTIMEDIA .......................................................................................................................................................... 12
2.4 TABLE 4 - NETWORKING ........................................................................................................................................................ 13
2.5 TABLE 5 - SYNDICATION ......................................................................................................................................................... 14
2.6 TABLE 6 - COLLABORATION ................................................................................................................................................... 15
3. RFP QUESTIONNAIRE.......................................................................................................................................... 17

3.1 BACKGROUND AND ORGANIZATION ................................................................................................................................... 17
3.3 SYSTEMS AND TECHNOLOGY ................................................................................................................................................. 25
3.4 INFORMATION SECURITY ........................................................................................................................................................ 26
3.5 IMPLEMENTATION ................................................................................................................................................................... 26
3.6 ACCOUNT MANAGEMENT AND OPERATIONS ..................................................................................................................... 27
3.7 REFERENCES ............................................................................................................................................................................. 29
3.8 QUALITY AND PERFORMANCE EXPECTATIONS .................................................................................................................. 30
3.9 SELECT CONTRACT TERMS ..................................................................................................................................................... 33
3.10 DEVIATIONS ............................................................................................................................................................................. 38
3.11 FEES ........................................................................................................................................................................................... 39
3.12 FEE-RELATED QUESTIONS..................................................................................................................................................... 40
CONFIDENTIAL – Sociable Business Request for Proposal – Page 2 of 40

ABC COMPANY
Background and Request for Proposal Overview
ABC Company is a global provider of xyz widgets that operates a diverse portfolio of businesses, each with
strong market positions and prospects for growth. The company is aligned around three segments, abc
widgets, xyz widgets, and 123 widgets –– and currently has over 16,000 employees in more than 100 offices
that span 27 countries. Approximately 8,400 of these employees are based in the U.S. (More information
about ABC Company can be found on its website www.abccompany.com).
Because the market is evolving at a rapid pace, ABC Company is interested in evaluating marketplace
options to find the optimal partner(s) to support its plans. As such, with this Request for Proposal, ABC
Company is seeking proposals for strategy and services to begin January 1, 2010 for the following US-based
social media programs:
y Defining user audience

y Developing business requirements
y Creating a social media strategy
y Social media implementation
y Social media analytics
The specific administration services sought by ABC Company are detailed in the following Scope of Services
documents that include:
y Blogging
y Social Networking
y Micro-blogging
y Social Bookmarking
y Training
y And other social media services
As detailed within this RFP, these Scope of Services documents should form the basis for your proposed
services and corresponding fees.
Finally, ABC Company has hired Sociable Business to assist with its vendor evaluation process by defining a
comprehensive Scope of Services, evaluating vendor proposals for providing these services, and ensuring
that ABC Company obtains a contractual arrangement with its selected vendor(s) that is at least as favorable
as the market standard.

ABC COMPANY
1. RFP Instructions
1.1 RFP Timetable
ABC Company has established the following schedule for soliciting and evaluating vendor proposals:
January 10 RFP issued via e-mail.
January 11 – January 28 Vendors may submit questions about the RFP to Dennis McGuire aSocialble
Businessvia e-mail at dennis@socialblebusiness.com. Sociable Business will
distribute responses to all vendors via e-mail.
February 4 Vendor proposals due by 5:00 p.m. ET
February 7 – February 15 ABC Company reviews proposal responses and selects vendor finalists.
February 28 – March 9 Site visits to finalist vendors (Please ensure you have time available
for a site visit during these weeks.)
March 12 – April 2 ABC Company conducts follow-up / due diligence discussions and negotiates
contract provisions with selected finalist vendor(s).
April 3 ABC Company selects vendor(s) of choice.
April 4 – April 20 ABC Company obtains senior management approval and finalizes contract with
vendor(s) of choice.
April 23 Implementation begins.
Please note that ABC Company reserves the right to amend this schedule at its sole discretion.
1.2 Submission Procedures
Proposals must be delivered to all recipients by 5:00 p.m. ET on February 4, 2010. Time is of the essence.
Proposals received after this time will not be considered, and will be returned unopened to the sender.
Proposals will be time stamped at the office of Sociable Business, Inc. Please provide original copies of
your proposal to each of the following recipients:
Six (6) paper copies and one (1) electronic copy to:
Ms. Jan Doe

Social Media Operations Manager
ABC Company
XXX Street Name
Anywhere, USA 19106
E-mail: you@email.com

ABC COMPANY
One (1) paper copy to:
Mr. Dennis McGuire

Sociable Business
1538 Street Name
City, PA 19111
One (1) electronic copy to:
Dennis McGuire
Sociable Business
E-mail: dennis@sociablebusiness.com
Important Note Regarding Electronic Copies: The electronic copy of your response to the
questionnaire portion of this RFP must be submitted in a Microsoft Word format that is devoid of any
graphics that are not core to your proposal response. For example, organizational charts or other pictorials
that directly respond to a question may be included; marketing graphics in the headers and footers of your
document should not be included. Any additional attachments to your proposal should be submitted in a
generally accepted electronic format, such as a Microsoft Office product or Adobe Acrobat.
1.3 Proposal Contact
Any questions regarding this RFP should be submitted in writing via e-mail to Dennis McGuire at Sociable
Business prior to January 28, 2010. To ensure a fair bidding process, responses to vendor questions will
be distributed to all vendors (without disclosing the source of the question).
* Please do not contact anyone at ABC Company about this RFP, and do not divulge the contents
of your proposal to any ABC Company personnel. Failure to comply with this requirement may
result in your organization’s disqualification from the RFP process.
1.4 Instructions for Completing Proposal
1. Scope of Vendor Proposal

Please review the Scope of Services matrix.
2. Questionnaire
In responding to the questionnaire, please reproduce each question in order, followed by your
response. References to previously submitted information will not be considered.
y Please limit your responses to information that is pertinent to the evaluation of this proposal.
y Any additional information that you consider relevant to your particular proposal but that is
not specifically requested in the RFP should be included as a separate attachment. Any such
attachment should identify the applicable RFP section or subsection to which the attachment
applies. The attachment then shall be incorporated into and be made a part of the proposal.
y While we encourage suppliers to submit the most creative, cost effective proposal possible, the
inclusion of extraneous commercial and/or sales literature as a substitute for original
responses to questions included in the proposal is strongly discouraged

ABC COMPANY
3. Fee Proposal
Please present your fee quotation in the format requested. As detailed further in Section 4.11 –
Fees - of this RFP, all vendor potential vendor fees must be clearly and fully disclosed.
4. Addenda to RFP
In the course of the RFP process, it may become necessary to create addenda to this RFP with
clarifications of instructions, additional questions for bidders, amendments to specifications,
additional specifications or other considerations. If necessary, these will be sent to all bidders as
soon as possible.
5. Additional Bidder Information

ABC Company may request additional data, discussions, samples, or presentations in support of
the response to this RFP. ABC Company may conduct a survey of any potential supplier under
consideration to confirm or clarify any information provided, or to collect more evidence of
managerial, financial, and technical capabilities, including but not limited to, meetings and visits
with current customers served by the potential supplier.
6. Time for Acceptance

Your submittal of a proposal package shall constitute a firm offer. Your organization agrees to
be bound by its proposal from February 4, 2010 through the following nine months, during
which time ABC Company may request clarification or correction of the proposal for the
purpose of evaluation.
7. Basis for Cost of Proposal

The preparation of a proposal shall be by and at the expense of the bidder. Any information
received by ABC Company in response to this RFP may be utilized at no charge to ABC
Company, whether or not a contract is awarded to such bidder.
8. Completeness
Your proposal must be complete and comply with all aspects of these specifications. Please keep
in mind that excessive marketing may overshadow your qualifications and expertise.
9. Proposal Binding
All representations made in your proposal will be binding and it will be assumed that that your
organization has agreed to all requirements set forth in this RFP, unless specifically stated
otherwise in your response to the “Scope of Services” portion of this RFP. Amendments or
clarifications will affect only that portion of the proposal that has been amended or clarified.
Furthermore, the original proposal submitted by your organization, as well as any follow-up
information or correspondence transmitted during the proposal process, may be incorporated into
a contract, if any, executed between ABC Company and your organization.
Any and all information, data, models, plans or proposals, whether written, oral or otherwise
furnished by you to ABC Company hereunder, or in contemplation hereof, shall be considered
non-confidential and non-proprietary, unless it is explicitly designated that such information is
confidential, proprietary or both. Confidential and/or proprietary information is to be specifically
referenced in your response/proposal.

ABC COMPANY
10. Reservation of Rights

This RFP is not a contract or an offer. Suppliers responding to this RFP receive no rights as a
result of the response whatsoever. ABC Company may accept other than the lowest cost
proposal, accept or reject any proposal in whole or in part, or reject all proposals with or without
reasons, and if no proposal is accepted, may abandon the program or have the services performed
in another manner as ABC Company may elect. ABC Company also reserves the right to award
none of the services if it so elects. False, incomplete, or unresponsive statements in connection
with a proposal submittal may be sufficient cause for rejection. ABC Company will be the sole
judge in making such determination. Even though your proposal may be rejected, all information
and documents submitted will become the property of ABC Company, and ABC Company
reserves the right to use any of the concepts or ideas contained therein without incurring any
liability.
11. Prime Contractor and Sub-Contractors

ABC Company reserves the right to accept or reject any sub-contractor you may include in your
proposal. The prime contractor and all sub-contractors and related services must be clearly
identified in a section in the front of your proposal.
1.5 Vendor Selection Process
ABC Company is seeking reliable, financially stable companies that have the ability to meet or exceed ABC
Company’s stringent quality, service and cost requirements. ABC Company’s evaluation of proposals will be
based on all elements of each response, including the vendor’s ability to meet ABC Company’s requirements
as set forth in this RFP and develop ABC Company-specific and industry-wide solutions, as well as the
vendor’s demonstrated experience managing proposed solutions. Factors that ABC Company will consider
in its evaluation of vendors include:
• The breadth and depth of the vendors’ experience in providing services similar to those requested by
ABC Company;
• The reasonableness and stability of the vendor’s proposed fees, compared to the market;
• The vendor’s willingness to fairly and openly disclosed all administration fees;
• The vendor’s ability to meet ABC Company’s implementation timeframe;
• The level of integration (including technology) across all of the vendor’s proposed services;
• The quality and compatibility of the vendors’ proposed project team; and
• The vendor’s interest in and commitment to serving ABC Company.
In addition to the criteria above, ABC Company has identified the following contractual provisions as critical
“deal breakers” for every vendor contract they enter into:
• The vendor’s commitment to indemnify ABC Company and hold it harmless from any claims arising
from the vendor’s negligence or willful misconduct.
• The vendor’s willingness to accept liability for any mistakes, errors or omissions it makes in the
provision of services for ABC Company.

ABC COMPANY
• The vendor’s willingness to agree to key contract provisions as part of the sales process.
• The vendor’s commitment to providing Social Media services.
If ABC Company decides to purchase some or all of the services outlined in this RFP, ABC Company
intends to further evaluate vendors through site visits to each finalist vendor’s facilities. These meetings will
be designed to provide a forum to further assess your capabilities and proposed services, tour your call
center, see a demo of your live systems, meet your proposed project team and other key resources who
would be assigned to ABC Company project, and discuss business relationship issues, such as performance
standards and contract provisions.
In addition, ABC Company may hold additional follow-up/due-diligence discussions with finalist vendor(s).
These discussions will include obtaining vendor agreement to a more detailed list of key contractual terms
from those included in this RFP. Once these follow-up sessions are completed, ABC Company will begin
contract negotiations with the selected vendor(s) and make a final vendor recommendation to senior
management. Accordingly, implementation planning is expected to begin on April 23, 2010.
1.6 Vendor Personnel
ABC Company reserves the right to interview and approve key members of the vendor’s project team.
1.7 Disclosure of ABC Company Benefit Information
Vendors will not use data on ABC Company’s Social Media programs without written consent from ABC
Company. Any breach of this requirement could lead to termination of the contract and/or the exercise of
other appropriate remedies by ABC Company.
In addition, all RFP materials (including this document and the Scope of Services documents) are proprietary
to Sociable Business and (a) may not be used except for the express purpose of responding to this Request
for Proposal, and (b) may not be distributed to any 3rd party without prior written permission from Sociable
Business.
1.8 Financial and Contractual Provisions
ABC Company expects its vendor to comply with the key financial and contractual provisions as outlined
and further specified in the “Performance Expectations” and “Select Contract Terms” sections of this RFP.
1.9 Gifts, Entertainment and Other Gratuity
At no point in the bid process shall ABC Company be influenced on the basis of any gifts, entertainment,
or other gratuities provided by the bidder. ABC Company shall make its decisions solely on the basis of
which bidders offer ABC Company the best value for goods and services required. A sound procurement
practice and basic business integrity dictate that ABC Company’s purchase decisions can in no way be
connected to any other relationship. ABC Company believes that it will receive the greatest value if and
only if its decisions are made solely on the basis of criteria related to supplier performance, quality and
price.

ABC COMPANY
1.10 Insurance Certificates and Certifications
Bidders shall deliver any required certificates.
1.11 Award of Contract
The failure of any bidder to whom ABC Company may award the contract to execute properly and return to
ABC Company the contract, together with any required certificates of insurance and/or certifications, within
the time specified in the RFP and contract documents, may cause ABC Company to suffer damage. ABC
Company shall therefore be entitled to declare a breach of contract by such bidder and to award the contract
to another bidder in accordance with the provisions of the contract documents.
1.12 Use of ABC Company Logo
You may use ABC Company’s name in your response to this RFP and/or in materials prepared for a site
visit, should your organization be selected for one. However, other use of ABC Company’s name or logo is
strictly prohibited without ABC Company’s written consent.
1.13 Media Release
Any media releases, public announcements or public disclosures regarding your participation in this RFP
process will require prior written approval of ABC Company.

ABC COMPANY
2. Scope of Services
Please avoid any unnecessary comments within your response and submit your response in a Microsoft Word format (do not convert these
documents to PDF files or any other format).
Are there any services included in your proposal that are not outlined within the Scope of Services? If so, please list those services here.
2.1 Table 1 - Strategy
Process / Activity Definition Process Detailed Activities Plan Vendor 3rd Party Comments/Performance
ID Sponsor Standard
Audit 3.1.01 Complete full audit on all current social media X
accounts.
3.1.02 Create a matrix documenting all social media X
accounts on the web today.
3.1.03 Audit all current social media strategies. X
Stakeholder Interviews 3.1.04 Provide list of all key stakeholders associated with X
the social media program.
3.1.05 Create an interview agenda for stakeholders. X
3.1.06 Conduct X stakeholder interviews. X
3.1.07 Create PowerPoint presentation of summary of X
findings.
Competitive Analysis 3.1.08 Provide list of X competitors. X
3.1.09 Conduct social media analysis on X competitors. X
3.1.10 Create written report detailing competitors X
strategies, accounts, marketing, etc.
User Interviews 3.1.11 Identify target audience for social media target X X
audience.
3.1.12 Create interview agenda for user interviews. X
3.1.13 Recruit X participants for interviews. X Offer incentive of $XXX.
3.1.14 Conduct X user interviews. X
3.1.15 Create PowerPoint presentation of summary of X
findings.
Questionnaire 3.1.16 Create online questionnaire. X

ABC COMPANY
ID Sponsor Standard
3.1.17 Obtain a list of target audience. X X X
3.1.18 Email questionnaire to X participants. X Offer incentive of $XXX.
3.1.19 Provide results summary in PowerPoint format. X
Social Media Roadmap 3.1.20 Create framework for document. X ABC Company will need to
s/o on framework.
3.1.21 Provide target audience for social media activities. X
3.1.22 Provide marketing message for social media. X X
3.1.23 Provide list sites to participate. X
3.1.24 Create timeline for all social media activities. X
3.1.25 Create roles and responsibilities document. X
2.2 Table 2 - Communication
ID Sponsor Standard
Blogging 3.2.1 Identify possible blog platforms that meets ABC’s X
needs.
3.2.2 Choose blog platform. X
3.2.3 Design blog aesthetics. X X This can be completed by
the vendor or 3rd party.
3.2.4 Choose hosting for blog. X
3.2.5 Development of the blog. X X This can be completed by
the vendor or 3rd party.
3.2.6 Create communication strategy for the blog. X
3.2.7 Create content for the blog. X
3.2.8 Respond to comments on blog. X
Microblogging 3.2.9 Recommend platforms to microblog. X
3.2.10 Create aesthetics, designs, backgrounds, etc. X X
3.2.11 Create communication strategy. X
3.2.12 Create content for microblogs.
3.2.13 Respond to comments on microblog. X
3.2.14 Recommend third party clients (ie TweetDeck). X
3.2.15 Sign up for third party clients. X
Commenting 3.2.16 Recommend a strategy for commenting on sites. X
3.2.17 Identify sites to comment and not to comment on. X

ABC COMPANY
ID Sponsor Standard
3.2.18 Create an approval process for comments to be X
released.
Events 3.2.19 Identify sites to host events. X
3.2.20 Create profiles on sites. X
3.2.21 Maintain events on sites. X
Apps 3.2.22 Strategize to see if an app is warranted. X X
3.2.23 Create a strategy roadmap for the app. X
3.2.24 Create RFP for app development. X X Sociable Business can assist
with this.
3.2.25 Create app structure. X X
3.2.26 Create app aesthetics. X
3.2.27 Development of app. X
2.3 Table 3 - Multimedia
ID Sponsor Standard
Video 3.3.1 Identify sites to target for video. X
3.3.2 Create profiles on video sites. X Can be handled by Sociable
Business.
3.3.3 Customize the brand’s channels with company X
branding.
3.3.4 Maintain video sites. X
3.3.5 Respond to comments on video sites. X

ABC COMPANY
ID Sponsor Standard
Pictures 3.3.6 Create strategy for using pictures in social media. X

3.3.7 Create profiles on picture sites. X Can be handled by Sociable
Business.
3.3.8 Maintain profiles and picture management. X
Podcasts 3.3.9 Create strategy for using Podcasts. X

3.3.10 Train ABC Company on how to record Podcasts. X
3.3.11 Maintain Podcasts on an ongoing basis. X
2.4 Table 4 - Networking
ID Sponsor Standard
Business 3.4.1 Create a strategy for using business social X
networks (ie Plaxo, LinkedIn).
3.4.2 Identify which business sites to target. X
3.4.3 Create accounts on networks with bios, links, X
contact info, etc.
3.4.4 Maintain accounts on business social networks. X
3.4.5 Respond to all comments. X
Social 3.4.6 Identify which social networks to target. X

ABC COMPANY
ID Sponsor Standard
3.4.7 Create profiles on social networks (ie fB, X Can be handled by Sociable
MySpace). Business.
3.4.8 Provide any aesthetic treatments for profiles. X X
3.4.9 Create content for social networks. X
3.4.10 Active participant on the social networks. X
Whitelabel 3.4.11 Identify if a social network has already been X

created.
3.4.12 Identify platforms to utilize (ie Ning, KickApps, X
Open Source, etc)
3.4.13 Identify the goal of the social network. X X
3.4.14 Create aesthetics for the social network. X X
3.4.15 Development of the social network. X X
3.4.16 Two QA period. X
3.4.17 Maintenance of the social network (content). X
3.4.18 Maintenance of the social network (technical). X X X
2.5 Table 5 - Syndication
ID Sponsor Standard
RSS 3.5.1 Be sure all social media services are RSS capable. X
Bookmarking 3.5.2 Recommend social bookmarking sites. X

3.5.3 Create a strategy for bookmarking sites on the X
web.
3.5.4 Sign up for social bookmarking sites. X

ABC COMPANY
ID Sponsor Standard
2.6 Table 6 - Collaboration
ID Sponsor Standard
Wiki 3.6.1 Create a Wiki strategy. X
3.6.2 Wiki platform analysis. X
3.6.3 Selection of wiki platform. X X
3.6.4 Creation of company wiki. X
3.6.5 Maintenance of wiki. X
Email 3.6.6 Strategize to see if a “social” email account is X X

warranted. (ie Inbox2).
3.6.7 Evaluate email applications and provide X
recommendations.
3.6.8 Create email accounts for up to X employees. X
3.6.9 Aggregate social media profiles into email X
account.
3.6.10 Train employees on how to use their new social X
media inbox.
Forum 3.6.11 Create a strategy for a forum. X

3.6.12 Evaluate forum applications and provide X
recommendations.
3.6.13 Design framework for forum. X
3.6.14 Create categories for the forum. X

ABC COMPANY
ID Sponsor Standard
3.6.15 Implement forum. X X
3.6.16 Maintain conversations on the forum. X

ABC COMPANY
3. RFP Questionnaire
3.1 Background and Organization
3.1.1.1 Company Details

1. Vendor Company Name
2. Parent Company (if applicable)
3. Ownership structure
4. Mailing address (Head Office)
5. Other office locations
6. Main telephone
7. Fax number
8. Web URL
9. Vendor blog URL
10. Primary Vendor contact (name, title, phone and email address)
11. Total number of Vendor employees
12. Number of Vendor employees whose primary function is Social Media
13. Top five Social Media clients by revenue percentage and length of relationship
14. Current clients (Social Media work only)
15. Percentage of total revenue that is social-media related.
16. List of accounts lost or resigned in the last two years.
17. Please list any potential conflicts with existing Vendor client base and this RFP.
CONFIDENTIAL – Sociable Business Page 17 of 40

ABC COMPANY
18. Senior Social Media staff bios.
19. Links to senior Social Media staff profiles on social sites (i.e. Linkedin, Twitter, Facebook…).
20. Please provide a complete list of relevant Social Media platform and technology partners, with URLs.
21. How long has your organization been in business? Briefly describe how your organization got into this
business.
22. How long have you been providing your proposed services to clients?
23. What is the legal entity that will be contracting with ABC Company to provide the services outlined in
the RFP?
24. Will any of your proposed services be provided by a subcontractor or alliance partner? Please check
the appropriate box below.
Yes No
Note: A subcontractor is defined as any organization under contract to your company that would
deliver one or more of the services outlined in this RFP. An alliance partner is defined as any
organization other than your own that would deliver one or more services outlined in this RFP with
whom the client would have to contract directly.
25. If any of your proposed services would be delivered by a subcontractor, please complete Appendix H –
Subcontractors, and check the appropriate box below:
Appendix H Completed and Included N/A
26. If any of your proposed services would be delivered by through an alliance, please complete Appendix
I – Alliance Partners, and check the appropriate box below:
Appendix I Completed and Included N/A
27. Has your organization been involved in any past or current lawsuits related to your Social Media
administration or consulting services?
Yes No
If yes, please provide the following information for each suit:
a. services provided to the client in question

b. size of the client in question
c. nature of the lawsuit
d. resolution (if applicable)
28. Please complete the following chart showing your organization’s annual revenues in the United States
for the last three years in the following service areas:

ABC COMPANY
Service Area 2007 2008 2009
Social Media
29. Is your Social Media business profitable?
Yes No
30. If your Social Media is not profitable, when to you project profitability?
31. Please provide the following information for at least five clients for whom you provide similar services
as those you are proposing to ABC Company:
Company / # of Employees Solutions/Services Provided Implementation Date
32. Offshoring:
a. Are any of your or your partner’s proposed services delivered through offshore resources?
Yes No
If yes, please list all services currently delivered offshore along with the servicing location.
b. What is your policy on sharing any cost savings associated with the utilization of offshore resources
with your clients?
c. What is your policy on making personal information available to offshore personnel? Is the data
masked? If not, how to you ensure the protection of confidential information?
3.1.1.2 General
1. Please list all Social Media services provided to clients.
2. Do you have any proprietary tools or products related to Social Media?
3. Please list any experience you have with integrating social, paid and/or earned media.
4. Please identify your most common type of clients, with examples: marketing, communications, IT,
human resources, internal deployment of Enterprise 2.0 programs.

ABC COMPANY
5. Please list and provide links to primary Social Media communication channels for your company (i.e.
Company blog, Twitter account, Facebook group, blogs authored by principals, etc.)
3.1.1.3 Strategy
1. Please outline your Social Media strategy process.
2. Which stakeholder groups do you typically include in a strategy engagement?
3. Describe the final deliverable of a strategy engagement.
4. What is your approach to risk management in Social Media?
5. How do you incorporate existing applications, websites, micro-sites and newsletter programs into your
overall Social Media strategy?
6. How do you ensure compliance with client legal requirements?
7. Please describe your approach to integrating across client marketing, customer service and corporate
communications departments? Please provide an example of your work in this area.
8. How do you approach adapting a traditional brand into a two-way dialogue?
9. Please provide 3 case studies of your strategy work that resulted in a Social Media initiative and the
business results achieved
3.1.1.4 Reputation Management / Social Media Monitoring
1. What is your brand/reputation monitoring process (i.e. proprietary tools used, methodology, etc)?
2. What is your opinion on automated sentiment analysis?
3. What technology do you use to assist in online monitoring?
4. How long (on average) between a potential issue being posted online and being flagged to the client?
5. What volume of mentions has your organization handled in the past (e.g. 2,500 mentions per week)?
6. What is your quality assurance process to ensure that the large volumes of data gathered in the
monitoring process are handled efficiently and representative of the overall online conversation?
7. Please detail your methodology for handling online crises.

ABC COMPANY
8. What services do you provide in support of online crisis management?
9. Please describe the structure of your crisis management team, including bios and relevant experience.
10. How do you assess which mentions require immediate responses and which do not?
11. Please outline your general approach to sourcing and responding to comments.
12. Please provide a case study detailing your work for the purposes of managing reputation or online crisis
management, including outcomes and lessons learned.
13. Please include a sample of your monitoring report format and/or a link to appropriate dashboards
(specifics should be removed).
3.1.1.5 Metrics and Measurement
1. What methodology do you use for measuring the success of your Social Media programs for clients?
Please provide specific examples based on past work.
2. Do you use third party software for metrics? If so, please list the service and the costs.
3. Have you developed any proprietary metrics? How have you applied these for clients?
4. How have you defined R.O.I. from a Social Media perspective in the past?
5. How do you take data points generated from various Social Media channels and measurement tools and
combine to give an objective/comprehensive view?
6. What is your approach to server analytics and community analytics for program measurement?
7. Do you have the capability to measure cost per lead or cost per acquisition? Please provide an example of
a project on which you have done so.
8. What platforms are you unable to measure accurately, or able to provide only limited measurements
from?
9. Please provide a sample of a measurement document or final report (specifics should be removed).
10. What percentage of the budget do you recommend be dedicated to metrics and measurement?
3.1.1.6 Education
1. Do you offer Social Media training services for clients?

ABC COMPANY
2. What format does your training take (i.e. workshops, presentations, walkthroughs, webinars/online
learning).
3. What internal processes do you have in place to ensure that your staff are kept current on Social Media
innovations and best practices?
4. How do you measure progress and evaluate training effectiveness?
5. Please provide sample curriculum/outline.
6. Please provide testimonials or feedback from training participants
3.1.1.7 Social Media Channels
1. What are your design, creative and community management capabilities?
2. What percentage of staff are dedicated to building and deploying Social Media solutions versus
management and consulting?
3. Please describe your experience with the following platforms and tactics:
• YouTube or similar video sharing sites
• Blogs
• Content Management System (CMS) and Customer Relationship Management (CRM)
• E-mail Newsletter Campaigns
• Facebook Groups or Pages
• Facebook Apps
• Other social networks and social networking tools
• Mobile application development
• Twitter or other forms of microblogging
• News sharing sites (i.e. Digg, Reddit, etc.)
• Virtual Worlds
• Augmented reality
• Photo sharing (i.e. Flickr)
• Other content sharing sites (i.e. Scribd, Slideshare, Delicious, etc.)
• Social Media press releases (SMPRs)
• Crowdsourcing or Wikis
• Forums

ABC COMPANY
• Real world events organized via Social Media (e.g. Tweetups)

• Ratings/Customer service sites (i.e. Yelp, ePinions, etc.)
• Podcasting
4. Please provide examples of Social Media channel development work completed within the last two years.
3.1.1.8 Community and Influencer Outreach (Social PR)
1. What is your process for identifying influencers within various Social Media channels?
2. How do you determine and define “influence”?
3. What is your outreach process for communicating with identified online influencers?
4. What is your point-of-view on the December 1, 2009 FTC Guides for Advertisers and their impact on
your influencer outreach programs for clients? How have you put this into action?
5. What tools and approaches do you use for Influencer Relationship Management? (third-party,
proprietary, etc.).
6. How have you integrated Influencer Outreach with traditional communications and/or marketing
campaigns?
7. How do you approach seeding conversations within stakeholder groups?
8. What is your exit strategy with influencers once the initiative is completed?
9. How do you ensure authenticity and transparency when conducting outreach on behalf of a client?
10. Please provide a case study of an online community outreach project

ABC COMPANY
3.1.1.9 Client Services & Project Management
1. How is a typical client engagement with your firm structured?
2. How do you structure your account teams?
3. Please outline your internal communication structure. If your account staff is separate from your project
management staff, please detail how these teams work together.
4. If you are selected to provide Social Media services for [Company ABC], who will be assigned to our
business (please provide names, titles and short biographical notes).
5. What percentage of senior staff involvement is structured in to your projects? What role do they play?
6. What is your rate card?
7. How are your projects priced? – Using an hourly rate? blended agency rate?
8. What change management practices does your agency employ?
9. What reports will be provided to [Company ABC] in order to communicate project milestones and
overall project health?
10. What is your process for gathering business requirements?
11. What is your process for client reviews or acceptance testing?

ABC COMPANY
3.3 Systems and Technology
1. How long have your systems been in place?
2. Please disclose all 3rd party applications used in supporting your proposed services. For each 3rd party
application, please answer the following questions:
a. Is the application integrated with your core platform, or does the 3rd party application require a
separate update process?
b. Please describe your approach to ensure business continuity of service offering/product in the event
the relationship with the 3rd party is disrupted or in the event the 3rd party goes bankrupt.
3. Please describe your annual technology planning process. How are changes prioritized and migrated to
production?
4. What investments have you made over the past three years in the technology that supports the solution
you’re proposing to ABC Company?
5. What are your planned investments for the next three years in the technology that supports the solution
your organization is proposing to ABC Company?
6. Are you currently developing or planning to develop a replacement system (or a significantly enhanced
system) for any of the services included in your proposal?
Yes No
7. If you are currently developing or planning to develop a replacement system:
a. Where are you in the development process?
b. Will you transition any of your older clients to the new system? If so, will your clients have to pay a
conversion fee? If you are not planning to transition older clients to your new system, please
explain why.
8. ABC Company wants to ensure that functionality it receives from its vendors is kept up-to-date.
a. Are all of your clients on the same version of our systems?

Yes No
b. Please describe your version migration process. How do you manage your existing clients to new
releases of your technology? At what cost?
c. Are systems upgrades, including migration to the latest version of your platform, included in your
ongoing/annual fees?
Yes No
9. Plan sponsor web site:
a. Do you use a plan sponsor web site to route items requiring approval to your clients?
Yes No

ABC COMPANY
b. If yes, do you send clients an e-mail notifying them of an item awaiting approval?
Yes No
c. If yes, does the e-mail contain a link directly to the item requiring approval?
Yes No
3.4 Information Security
1. Do you have a formal information security program in place (yes or no)? If yes:
a. Do you have dedicated resources for information security efforts?

Yes No
b. Do you have formal information security policies, procedures and standards?

Yes No
c. Are employees required to periodically confirm their compliance with your information security
policies?
Yes No
d. Do you have a user awareness campaign related to information security?

Yes No
e. How do you monitor compliance?
3.5 Implementation
1. Is your organization able to convert all of ABC Company’s plans by January 1, 2010?
Yes No
2. If you are not able to convert all of ABC Company’s plans by January 1, 2010, what is your
recommended implementation timeframe for the solution/services you are proposing?
3. Please provide an overall high-level conversion plan showing key milestones and dates.
4. Please provide an organizational chart for your proposed implementation team that shows the
following, highlighting any resources that would remain part of the ongoing team:
• team structure
• level of dedication of each role to ABC Company
• number of people assigned to each role
Org chart attached

ABC COMPANY
5. Please complete the following chart describing the roles and responsibilities of key team members,
including their anticipated interaction with ABC Company.
Role & Responsibilities

Team Member
(including interaction with ABC Company)
6. Please describe how you ensure continuity from implementation into ongoing services. Are you
willing to guarantee the same key personnel from the implementation phase will remain on the account
for some time period following implementation?
7. Please detail the types and roles of resources you would require from ABC Company during
implementation, including timing and duration of involvement.
8. What barriers could impact your ability to implement services for ABC Company on schedule?
9. How many other implementations do you anticipate on or before January 1, 2011? How many of
these are already in progress?
3.6 Account Management and Operations
1. Please provide the following information about your operations centers:
a. How many operations centers do you have? Where are they located?
b. Which operations center(s) will be servicing ABC Company?
c. How long have you been providing services to clients out of this center?
d. Is the account management team located in the same facility as the operations team?
Yes No
If no, where is the account team located?

2. Do any team members work virtually?
Yes No
If yes, please explain the following:

ABC COMPANY
a. How do you ensure that all team members remain appropriately informed of issues that
impact ABC Company?
b. How do facilitate ease of client access for team members who are not in an office?
3. Please provide an organizational chart for your proposed account management and operations team
that shows the following:
• team structure
• level of dedication of each role to ABC Company
• number of people assigned to each role
Org chart attached
4. Please provide bios for all key team member that detail the following:
• Length of time with your organization

• Roles held within your organization, including associated clients
• Prior work experience
• Education and professional certifications
Bios attached
5. How do you ensure that each member of your account management and operations team is
performing adequately? What specific measurement criteria are used for each position?
6. How do you manage turnover and ensure continuity of service for your clients?
7. What is your strategy for retaining top-performing personnel at all levels of a client’s service team?
8. Will your account management and operations team be staffed from existing personnel? If not,
explain how you would propose to staff ABC Company’s account management and operations team.
9. Do you typically involve your clients in the hiring / selection decision for the key team members of
your account management and operations team? Will you allow ABC Company to be involved in the
performance evaluation of key team members? Why or why not?
10. Describe your resolution process for issues/problems that ABC Company may identify with your
systems and/or operations.
11. How do you ensure that knowledge about ABC Company’s plans, policies and operations are shared
across the entire operations and account management team supporting ABC Company?

ABC COMPANY
3.7 References
1. Please provide at least three current clients for whom you are currently providing the same services that
you are proposing for ABC Company that we may contact as a reference.
Company Name
Company Address
Primary Contact Name
Primary Contact Title
Primary Contact Telephone Number
Number of Active Employees
Number of Years as a Client
Type of Services Provided
Company Name
Company Address
Company Name
Company Address

ABC COMPANY
2. Please provide one former client for whom you previously provided the same services that you are
proposing for ABC Company that we may contact as a reference.
Company Name
Company Address
3.8 Quality and Performance Expectations
1. What percentage of your ongoing fees are you willing to place at risk for performance?
2. Please complete the Performance Standards charts on the following pages by listing your internal
performance standards (goals) and contractual standards (the level at which you are willing to place fees
at risk). In the appropriate column, please also indicate whether your system currently captures the
information required to measure the standard.
3. Are you willing to adopt ABC Company’s standards for the purposes of placing fees at risk, if different
from your contractual standards?
4. Are you willing to put fees at risk related to implementation? Please include any assumptions or
disclaimers you may have, and indicate how you would propose to structure this agreement.
5. Participant satisfaction:
a. Would you conduct a client-specific participant satisfaction survey for ABC Company?
Yes No
b. If yes, can the survey questions be customized for ABC Company?

Yes No
c. If yes, would there be an additional fee to customize the survey for ABC Company (indicate how
much)?
6. Client satisfaction:
a. How do you measure your clients’ satisfaction with your services (at the plan sponsor, not
participant, level)?
b. Would you be willing to place fees at risk for ABC Company’s satisfaction with your services at
the plan sponsor level?

ABC COMPANY
Yes No
c. If you would be willing to place fees at risk for ABC Company’s satisfaction with your services at
the plan sponsor level, please discuss how you would propose to structure this arrangement.

ABC COMPANY
Performance Standards –Administration Services
Measured
Item Description ABC Company Requirement Vendor Internal Standard Vendor Contractual Standard Today?
Work Activities % of work activities completed 95% within specified time

within the time frame agreed frames.
upon in the Statement of Work.
Reporting Provide and metrics report when Within 4 hours

requested.
Response to Respond to comments on blogs, Within 1 hour

Comments social networks, etc.
Comments For ABC Any information that requires the Within 1 hour
Company attention of ABC Company,
comments should be forwarded
to Jan Doe.
Websites Any social media site developed 99% uptime.

by vendor.
Status Reports Provide weekly status reports to Weekly

ABC Company
Status Calls Status calls with ABC Company Weekly

with agenda from vendor.

ABC COMPANY
3.9 Select Contract Terms
ABC Company has identified specific expectations for working with its selected vendor(s). These
expectations lay the foundation for the service contract, which will be prepared as soon as a vendor is
selected.
1. Please complete the following chart, indicating whether you are in agreement with ABC Company’s
expectations. If you are not in agreement, or have specific concerns about meeting the stated
expectations, you must respond at this time. All responses will be binding for purposes of preparing the
service contract.
Agreement / Comments or
Area Expectation Issues with Expectation
Term of Contract ABC Company is seeking a XXX

month/year contract with an option to
extend the contract for an additional
XXX-year period at the same fees. At the
end of the first renewal period, ABC
Company would like the option to extend
the contract an additional XXX years.
Fees ABC Company expects to sign a “fixed

cost” contract without any automatic
adjustments for inflation.
Pass-Through ABC Company expects all “pass-through”

Expenses
expenses (e.g., travel costs, printing and
fulfillment, etc.) to be billed at cost with no
mark up. Furthermore, ABC Company
expects its selected vendor to pass-through
any contracted discounts
Travel Expenses ABC Company requires its vendors to

adhere to ABC Company travel policy,
which restricts reimbursement amounts to
certain classes of airfare (e.g., first class
travel is not reimbursable) and caps per
diem reimbursements for meals. A copy
of ABC Company’s travel policy will be
provided to finalist vendors.
Performance ABC Company expects its selected vendor

Standards and
to place 20% of its base contract fees at
Penalties
risk for failure to meet the performance
standards described in this RFP.

ABC COMPANY
Technology ABC Company requires its selected vendor

Upgrades
to continuously improve its underlying
technology, which will then be provided to
ABC Company as part of ongoing fees
(e.g., no fee increases for technology
improvements). Furthermore, ABC
Company requires that it be offered the
opportunity to migrate to new releases of
its vendor’s system(s) no later than 6
months following the completion of beta-
testing. Finally, ABC Company requires its
vendor to notify ABC Company of the
impact of any processing choices that ABC
Company may make (either during
implementation or as the result of ongoing
changes) that would limit ABC Company’s
ability to upgrade to the vendor’s future
platform versions without customization
costs.
Representations ABC Company expects its selected vendor

and Warranties
to warrant that its services are performed:
(a) in accordance with the standard of care
exercised by other diligent and prudent
professionals performing similar services
within North America, (b) in accordance
with the Scope of Services and agreed-
upon performance standards, (c) in
compliance with the rules and provisions
of ABC Company’s plans and policies and
(d) in compliance with all applicable
government laws and regulations. In cases
of breach of warranty, and under
circumstances where such action is
appropriate and/or practical, ABC
Company expects the vendor to provide
for re-performance without cost to ABC
Company.
Indemnification ABC Company expects its vendor to

indemnify it and hold it harmless from any
claims arising from the vendor’s actions
under the contract, including, but not
limited to, omissions, negligence or willful
misconduct without limitations.

ABC COMPANY
Liability ABC Company expects its vendor to

accept liability for any mistakes, errors or
omissions it makes in the provision of
services for ABC Company, including but
not limited to making ABC Company’s
plans whole for any overpayments.
Termination for ABC Company expects to be able to

Cause
immediately terminate the vendor’s
services for cause with liquidated damages.
Termination for ABC Company expects to have the ability

Convenience
to terminate the vendors’ services for
convenience upon the provision of 180
days notice.
Termination Upon termination of the agreement

Support
between ABC Company and its selected
vendor, ABC Company expects its vendor
to provide all of the services outlined in
Appendix G – De-Conversion Transition
Services – as specified therein.
Dispute ABC Company reserves the right to

Resolution
litigate.
Data Breaches In the event of the breach of any

personally identifiable information by the
vendor of ABC Company’s employees
(whether active or terminated), ABC
Company requires the vendor to provide
three years worth of credit monitoring
services to each affected individual.
Furthermore, ABC Company reserves the
right to seek other remedies as appropriate.

ABC COMPANY
Rights in Data ABC Company expects to have ownership

and Property
rights of any sections of requirements
documents, voice response scripts, data,
forms or other materials developed during
the course of its agreement with the
vendor that describe ABC Company’s
plans.
Upon termination or expiration of ABC
Company contract with its vendor, ABC
Company expects its vendor to deliver all
participant data, files, and related
documentation to ABC Company (or
another entity designated by ABC
Company) in a secure format that is
immediately usable by the receiving entity
at no additional cost.
Subcontractor ABC Company expects its vendor to

Relationships
manage and be responsible for all
subcontractor relationships in place as
needed to perform the scope of services,
and for overall vendor performance
standards to “flow down” to its
subcontractors. ABC Company reserves
the right to inspect the subcontractor
agreements to ensure compliance with this
requirement.
Offshoring ABC Company reserves the right to

approve the offshoring of any customer-
facing services.

ABC COMPANY
Vendor ABC Company will designate “Key

Personnel
Vendor Positions” to be set forth in a
schedule to the service agreement.
Positions may not be transferred or re-
assigned without ABC Company’s
approval, which shall not be unreasonably
withheld or delayed provided that Vendor
meets minimum overall team retention
rates (i.e., total team turnover not to
exceed a mutually agreed upon target).
Even when such approval is provided, the
vendor may not transfer or reassign such
personnel until a suitable replacement has
been reasonably approved by ABC
Company and the functions and
responsibilities of the individual being
transferred or reassigned have been
properly transitioned to the replacement.
Moreover, the vendor will guarantee the
service of certain key personnel for roles
defined by ABC Company (i.e., penalties
will apply if designated personnel are
transferred off of ABC Company’s
account).
Invoices ABC Company requires billing on a

monthly basis with sufficient detail to
allocate costs among ABC Company’s
plans and business units. ABC Company
will have the right to withhold payment of
disputed invoices. Payment is net 30 after
receipt of invoice.

ABC COMPANY
Scope of The Scope of Services document included

Services
in this RFP will become the Statement of
Work, which will be attached to the
administrative services contract signed by
ABC Company and the vendor.
All revisions made to the Scope of Services
throughout the RFP process (based on
agreed-upon deviations to the Scope of
Services, if any, proposed by the vendor,
along with any necessary clarifications) will
be reflected in the final Statement of Work
document.
Furthermore, ABC Company requires its
vendor to contractually commit to
maintaining the Statement of Work
throughout the life of the contract by
updating it no less frequently than
annually.
2. Does your organization have a template that you use to develop individual service agreements with
your clients? If so, please include a copy with your response. (Please note that your standard contract
may not be acceptable to ABC Company.)
3.10 Deviations
1. Please confirm that your proposal conforms to all of the requirements set forth in this RFP, except as
noted in your responses to the Scope of Services documents. If your proposal deviates from the
requirements set forth in this RFP in any other way, please disclose how your proposal differs from
ABC Company’s stated requirements and explain why.

ABC COMPANY
3.11 Fees
Overview
This section is designed to solicit an accurate and reliable fee proposal, on which ABC Company can base
its decisions about its outsourcing vendor’s responsibilities. In preparing your fee proposal, please keep
the following information in mind:
• Services Required. Your fee proposal should include all of the services contained in the Scope of
Services document of this RFP, except for those services that are explicitly excluded in your response
to each Scope of Services document.
• Quality of Services Required. Your fee proposal should be consistent with the performance levels
you provided for your organization in the response to the “Quality and Performance Expectations”
section of this RFP. If you would normally have used performance assumptions that are significantly
different than those provided, or if achieving the desired standards will impact your fees, please note
such variances in your fee proposal.
(1) Pass-Through Expenses. If your organization passes through any expenses such as travel, postage,
fulfillment, etc., you must provide an estimate of these costs in the appropriate checklist. Please
use your experience with other clients to provide your best guess at a reasonable budget for these
types of charges.
(2) You may provide additional documentation as necessary to clarify your assumptions about a particular
activity but any and all fees that may potentially be applicable must be listed in the fee grids –
fees that are listed in supplementary documents will not be recognized.
Milestone Task Milestone Date Cost

ABC COMPANY
3.12 Fee-Related Questions
1. Does your organization mark up any of these “pass through” charges beyond their actual cost to your
organization? If so, please identify which costs are increased and the amount of such increase.
2. How are pass-through expenses billed? If pass-through expenses are billed separately from regular
charges, would you be willing to consolidate pass-through expenses with regular ongoing fees so that
ABC Company receives only a single bill?
3. Do you offer any other services that could lead to reduced administration fees if ABC Company were to
hire you for those services as well? If so, please describe. (Note: Please exclude asset management
services.)
4. Do any of your ongoing administration charges commence prior to the implementation date? If so,
please indicate when your fees commence relative to the implementation date.
12. Change of Scope/Change Orders. Please describe your change order methodology in detail below:
a. Please discuss your approach to change orders, including your process for defining the scope of
the change order and related fees. Do you provide a “not to exceed” fee quote?
b. If your fees for change orders are based on time incurred to complete the work, please disclose
your hourly billing rates by skill level/class of employee. Are you willing to guarantee that
your hourly rates will not increase by more than a fixed index during the contract period (e.g.,
CPI for goods and services)?
c. Other Charges. Please explain any other charges that may apply other than time charges
described above.
13. Sample Change Order Scenarios. Please provide a sample detailed change order.

Social Media RFP Template

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ABC Company

Request for Proposal for Social Media Services

Prepared by Sociable Business

1. RFP INSTRUCTIONS ............................................................................................................................................... 4

2. SCOPE OF SERVICES ............................................................................................................................................. 10

3. RFP QUESTIONNAIRE.......................................................................................................................................... 17

CONFIDENTIAL – Sociable Business Request for Proposal – Page 2 of 40

Background and Request for Proposal Overview

y Defining user audience

CONFIDENTIAL – Sociable Business Request for Proposal – Page 3 of 40

January 10 RFP issued via e-mail.

February 4 Vendor proposals due by 5:00 p.m. ET

April 3 ABC Company selects vendor(s) of choice.

April 23 Implementation begins.

1.2 Submission Procedures

Ms. Jan Doe

CONFIDENTIAL – Sociable Business Request for Proposal – Page 4 of 40

One (1) paper copy to:

Mr. Dennis McGuire

One (1) electronic copy to:

1.3 Proposal Contact

1.4 Instructions for Completing Proposal

1. Scope of Vendor Proposal

CONFIDENTIAL – Sociable Business Request for Proposal – Page 5 of 40

5. Additional Bidder Information

6. Time for Acceptance

7. Basis for Cost of Proposal

CONFIDENTIAL – Sociable Business Request for Proposal – Page 6 of 40

10. Reservation of Rights

11. Prime Contractor and Sub-Contractors

1.5 Vendor Selection Process

• The vendor’s ability to meet ABC Company’s implementation timeframe;

• The vendor’s interest in and commitment to serving ABC Company.

CONFIDENTIAL – Sociable Business Request for Proposal – Page 7 of 40

• The vendor’s commitment to providing Social Media services.

1.6 Vendor Personnel

1.7 Disclosure of ABC Company Benefit Information

1.8 Financial and Contractual Provisions

1.9 Gifts, Entertainment and Other Gratuity

CONFIDENTIAL – Sociable Business Request for Proposal – Page 8 of 40

1.10 Insurance Certificates and Certifications

Bidders shall deliver any required certificates.

1.11 Award of Contract

1.12 Use of ABC Company Logo

1.13 Media Release

CONFIDENTIAL – Sociable Business Request for Proposal – Page 9 of 40

2.1 Table 1 - Strategy

CONFIDENTIAL – Sociable Business Request for Proposal – Page 10 of 40

2.2 Table 2 - Communication

CONFIDENTIAL – Sociable Business Request for Proposal – Page 11 of 40

2.3 Table 3 - Multimedia

CONFIDENTIAL – Sociable Business Request for Proposal – Page 12 of 40

Pictures 3.3.6 Create strategy for using pictures in social media. X

Podcasts 3.3.9 Create strategy for using Podcasts. X

2.4 Table 4 - Networking

Social 3.4.6 Identify which social networks to target. X

CONFIDENTIAL – Sociable Business Request for Proposal – Page 13 of 40

Whitelabel 3.4.11 Identify if a social network has already been X

2.5 Table 5 - Syndication

Bookmarking 3.5.2 Recommend social bookmarking sites. X

CONFIDENTIAL – Sociable Business Request for Proposal – Page 14 of 40

2.6 Table 6 - Collaboration

Email 3.6.6 Strategize to see if a “social” email account is X X

Forum 3.6.11 Create a strategy for a forum. X

Org chart attached