Buying social media when the client is an institution
The buyer profile here is unusual. Alongside the normal mix of restaurants, clinics and consumer brands sits a dense layer of state agencies, school and community college districts, hospital systems, utilities, associations and the consultancies that serve them. That layer changes the purchase. An institution is not buying a creative partner so much as a supplier who can produce good work inside a review process that was designed for something else entirely.
If you are that kind of buyer, screen on process before craft. If you are a commercial brand competing for attention in the same market, screen the other way, but know that many local agencies have shaped themselves around institutional clients and may bring a slower rhythm than you want. Reading the directory of social media agencies with that split in mind saves a lot of misdirected calls.
Approval chains and what they do to a social media calendar
Every organisation says approvals are fast. Map the actual route before you sign: who drafts, who reviews for accuracy, who reviews for legal exposure, who signs off publicly, and how long each step realistically takes when the reviewer is on leave. Then build the plan around that number rather than around an ideal one.
The practical answer is usually a two track calendar. Evergreen social media content, written and approved in batches well ahead, carries the baseline. A small reactive allowance, with pre agreed language and a named approver reachable the same day, covers what actually happens. Agencies that have worked with regulated or public clients will propose this without being asked. Those that have not will promise responsiveness they cannot deliver through your process.
Accessibility is a requirement here, not a refinement
Public bodies and their contractors have obligations that commercial brands can ignore, and social content is inside the scope. Captions on every video, meaningful alternative text on images, readable colour contrast, no essential information conveyed by colour alone, and documents linked from posts that are themselves accessible.
Ask candidates directly how they handle WCAG expectations in social media production and who checks. A supplier who treats captions as an optional engagement tactic rather than as a compliance requirement will create work for your team every month. Ask to see a sample post set with the accessibility features already in place.
Comments, records and moderation policy
For public entities a social media comment thread is not simply a comment thread. Records retention rules may cover posts and replies, and moderation decisions can raise speech questions that a commercial brand never faces. Deleting an inconvenient comment is an operational reflex in the private sector and a genuine problem in the public one.
Insist on a written moderation policy covering what gets hidden, what gets answered, what gets escalated and what gets preserved, and insist that the agency works to it rather than to its own instincts. Ask what archiving tool is used and who pays for it. This is dull and it is the thing that goes wrong.
Writing a request for proposals that produces comparable bids
Formal procurement produces incomparable responses when the specification is vague. Name the deliverables in units: pieces of social media content per month by format, community management hours by window, number of reports and their contents, number of strategy sessions. Name the platforms and say which ones are out of scope.
Ask every bidder for the same three things: the named staff with their share of hours, an example of work produced under a review process like yours, and the assumptions their price depends on. Score the assumptions. A bid that is cheap because it assumed one revision round is not actually cheap.
Fee structures and the constraints that come with public money
Fixed monthly fees are easiest to administer and suit steady social media programmes, provided the deliverable list is precise enough to be enforced. Hourly arrangements with a not to exceed ceiling suit variable work and satisfy auditors, but require real timekeeping discipline from the agency.
Media spend should sit on your own payment instrument wherever the rules allow, because reimbursing an agency for platform spend creates a reconciliation burden and an argument about markup. If an agency must front it, get the markup stated as a separate line rather than folded into the rate.
Ownership, access and continuity in Sacramento
Social media accounts, business manager, ad accounts, pixels and any archiving subscription should belong to your organisation, with the agency added as a partner and removed cleanly at the end. Public entities change suppliers on a procurement cycle rather than on preference, so the handover is not hypothetical, it is scheduled.
Require the handover pack to be maintained continuously rather than assembled at exit: tone and style guidance, templates, source files, audience definitions, the moderation policy and the reporting history. A contract that produces this monthly costs nothing extra and removes the worst week of any transition.
Comparing the responses
Read for process evidence rather than for portfolio gloss. Ask each bidder to describe a piece of social media work that was delayed by a review chain and what they changed afterwards. Ask what they would remove from your scope to make the budget work harder. Candidates who answer both questions concretely have done this before.
If the public website is where the journey actually breaks, address that with development specialists before spending more on reach. If media relations sits alongside the channel work, compare communications firms in the same round. When the specification is ready, collect proposals from several suppliers together and score them against the same criteria.