1. RFP 15-054 Advertising Agency Pre-Submittal Conference Purchasing

2. Background 2 Purchasing UTMB The state’s first Academic Health Center medical school established in 1891 Student enrollment expanding more than 40%during the past nine years. Primary & Specialty care to Adults & Children 70 Clinic Locations 2 Hospitals 12 Regional Maternal Child Health Clinics 80 Facilities within TDCJ Goals to Expand Academic & Healthcare Footprint Beds ~ 442 New facilities include Jennie Sealy Hospital and League City Campus Approximately 20 new surgical suites in early 2016 Acquisition of Angleton Danbury Medical Center UTMB Health Brand 2010 Rebranded – refine & articulate branded message.

3. RFP Section 1 – Notice to Respondents General Information Contact for RFP –Terrie Beasley, CTP tebeasle@utmb.edutebeasle@utmb.edu Silent Period (Section 1.4) Agreement Term (Section 1.6) Criteria for Selection (Section 1.10) 3 Purchasing

4. RFP Section 2 – Proposal Requirements General Instructions Preparation & Submittal Instructions o Submit one (1) electronic version and total of four (4) identical copies of entire proposal. Submittal Checklist Signed and Completed Execution of Offer (ref. Section 5-all) Pricing and Addenda Affirmation (ref. Section 6) Responses to Respondent’s Questionnaire (ref. Section 7) 4 Purchasing

5. RFP Section 3 – General Terms & Conditions The General Terms and Conditions contained in UTMB’s Rider 103 shall be made a part of and govern any Purchase Order, unilateral or bilateral Agreement, if any, resulting from this Request for Proposal. Respondents may offer alternate provisions to the Terms & Conditions: Must refer to the specific article or section concerned. General exceptions are not acceptable. Terms & Conditions determined to be unacceptable may result in disqualification of the proposal. 5 Purchasing

6. RFP Section 4 – Scope of Work / Agency Attributes Scope of Work Inform strategic recommendations & creative Review current campaigns & make recommendations for next evolution of creative & messaging. Development & execution of strategic direction & creative that grows perception/understanding. Development & execution of corresponding medial plan for the service line & primary care strategic priorities. Measure return on investment. Maintain awareness of competitive advertising executions. Support other projects & promotions for focused services as needed. Available for regular strategic consultation & advise. 6 Purchasing

7. RFP Section 4 – Scope of Work / Agency Attributes Agency Attributes Experience: Experienced with complex healthcare organizations. Experienced in developing creative for a wide range of media platforms. Partnership: An agency that excels at partnering with its clients and outside vendors both strategically and in day-to-day operations. Partners with UTMB Health to assure a seamless workflow and stream of ideas between the agency and UTMB Health. Educated: Be curious and open to ongoing education about client’s brand, operations and services. Creative Approach: Provides thoughtful, intelligent, forward thinking, strategic-oriented work. Brings new ideas to the table, explores the boundaries of the brand, while being cognizant and respectful of the UTMB Health culture and brand. Attitude: Takes the work seriously, has a sense of urgency for the process and the deadlines but always leaves room for a relaxed, warm, collaborative environment. Team: A collaborative, seasoned team responsible for all aspects of the account creative is preferred, including an experienced account executive who acts as a day-to-day liaison with the UTMB Health team.

8. RFP Section 5 – Execution of Offer MUST BE COMPLETED, SIGNED AND RETURN IN IT’S ENTIRITY Not doing so may result in the rejection of your proposal 8 Purchasing

9. RFP Section 6 – Price & Addenda Affirmation Pricing shall be submitted in excel format only using Attachment A. Provide a cost proposal that details all costs and fees associated with the delivery of the services: Billing structure and fees per title and description of work Number of hours per month hourly rate for each staff assigned All one-time and reoccurring fees or charges Reimbursable expenses Potential areas of additional work provide a listing of all services: (i.e. Creative, Media, Account Management, Brand/Strategy, Production, Travel, Out-of-Pocket Expenses) Title and description of work Hourly rates Fees for services Details regarding your policy for client billable reimbursable for travel Identify any additional expenses that are considered client reimbursable 9 Purchasing

10. RFP Section 7 – Respondent Questionnaire Respondent’s Profile and Qualifications Strategy Experience and Innovation Technical Submission Added Value 10 Purchasing

11. 11 Purchasing Questions?