REQUEST FOR PROPOSAL- Marketing Automation Tool

REQUEST FOR PROPOSALS –Marketing Automation Tool ABOUT FCC FCC is Canada’s leading agriculture and food lender, dedicated to the industry that feeds the world. FCC employees are committed to the long-standing success of those who produce and process Canadian food by providing flexible financing, AgExpert business management software, information and knowledge. FCC provides a complement of expertise and services designed to support the complex and evolving needs of food businesses. As a financial Crown corporation, FCC is a stable partner that reinvests profits back into the industry and communities it serves. For more information, visit fcc.ca. RFP CONTACT Dhruv Bhatt Procurement and Vendor Manager Farm Credit Canada procurement@fcc.ca RFP SCOPE FCC is looking for a Saas solution that will: Enable Marketing Automation by pushing analytics and data from website to CRM (E.g. User behaviour, known users, content engagement) by

executing through Multi-channel (Links email, social, web, etc.) by enhancing personalization offerings with targeted campaigns and tactics Help Improve Employee Engagement and Confidence by creating personalized experiences for customers without burdening their own capacity by identifying areas of opportunity from an organic and paid perspective to inform new marketing strategy to generate qualified leads by identifying and understanding the prospect and customer journey by sending push notifications to inform RMs of customer activity, goal and milestone achievements, and contact efforts And by surfacing this information in our CRM through an integration Help Build Customer Loyalty by offering solutions relevant to their operation and preferences Help Manage Consent & Preference by integrating with OneTrust Help Harmonize the customer information, from 2 “sales” homegrown CRMs, to get a single version of the truth about the customer. Help Provide Insights Through Integration with Google Analytics, Google Ads & Site Improve For further details, refer to the RFP and Appendix A (RFP Schedule, Evaluation Process, Scope and Proposal Instructions) documents that are uploaded to MERX. RFP PARTICULARS All conditions for Proponent participation are included in the RFP documents. Duration of Contract: Up to 5 Years Options: Not Applicable Estimated Quantity of Goods or Services: See RFP for further details Timeframe of Delivery of Goods or Services: Not Applicable RFP SCHEDULE RFP Release Date: July 13, 2023 Proponent Questions Accepted Until: July 21, 2023 at 2:00 PM CST (SK time) at 2:00PM* FCC Response to Proponent Questions Delivered Before: August 1, 2023 at at 5:00PM* RFP Closing Date/Time: August 10, 2023 at at 2:00PM* NOTE: All times are CST – Saskatchewan. The above dates are subject to change at the sole discretion of FCC. Any changes to the RFP Schedule will be communicated to all Proponents via amendment on MERX. RFP PROCESS CONSIDERATIONS This opportunity is covered under the provisions of Chapter 5 (Government Procurement) of the Canadian Free Trade Agreement (CFTA) and Chapter 19 (Government Procurement) of the Canada-European Union Comprehensive Economic and Trade Agreement (CETA). FCC is subject to the Official Languages Act (Canada). Proponents may choose to respond to this RFP in their official language of choice (English or French). This opportunity notice references a non-binding, competitive RFP, and is not a call for tenders. FCC is not obligated to proceed with the Work described in the RFP Scope, and may cancel the RFP at any time. FCC’s procurement process allows for consecutive or concurrent negotiations between FCC and one (1) or multiple Proponents, prior to awarding a Contract. MERX ELECTRONIC BIDDING SYSTEM This Request for Proposals (RFP), including any attachments and amendments to such RFP, is available for download by the Proponent on MERX. MERX is a Canadian Public Tenders electronic bidding system accessible at https://www.merx.com. It is the sole responsibility of the Proponent to ensure its compatibility with MERX. Proponent proposals MUST be submitted electronically through MERX, preferably in a PDF or MS Word file, prior to the RFP Closing Date/Time specified in the RFP. Proposals submitted in other formats, by other methods or through any other means, or after the RFP Closing Date/Time specified in the RFP, may be rejected by FCC. PRIORITY OF DOCUMENTS In the event there are any discrepancies between this opportunity notice and the information on the MERX website proper, this opportunity notice shall take precedence. Bidding and Documents are available on http://www.merx.com. Fees may apply; See https://www.merx.com/public/pricing for more information. Contract duration The estimated contract period will be 60 month(s). Trade agreements Canadian Free Trade Agreement (CFTA) Canada-European Union Comprehensive Economic and Trade Agreement (CETA) Contracting organization Organization Farm Credit Canada (FCC) Address 1800 Hamilton Street Regina, Saskatchewan, S4P 4L3 Canada Contracting authority Dhruv Bhatt Phone 000-000-0000 Email Procurement@fcc-fac.ca