ATCH_1_SOW_50310218R0006.pdf

ATTACHMENT 1 – RFP# 50310218R0006

Statement of Work - Merchant eGift Cards

C-1 SCOPE

The U.S. Securities and Exchange Commission (SEC) is seeking to procure commercial, nationally recognized, Merchant eGift Cards to support the SEC’s employee recognition program. The SEC offers Merchant eGift Cards as an alternative method for the delivery of monetary awards. Merchant eGift Cards are issued electronically only.

C-2 BACKGROUND

C-2.1 The mission of the SEC is to protect investors, maintain fair, orderly, and efficient markets, and facilitate capital formation. The SEC oversees the key participants in the securities industry, including securities exchanges, securities brokers and dealers, and investment advisors.

C-2.2 There are approximately 4,500 total staff members in the SEC in Washington and 11 regional offices. The SEC, as an agency of the Executive Branch of the Federal Government, has an established employee awards and recognition program that is administered under high level regulatory authority provided by the U.S. Office of Personnel Management. The program is used to: 1) bolster employee morale; 2) recognize productivity; 3) promote employee commitment and loyalty; and 4) foster retention.

C-2.3 Applicable regulations are 5 U.S. Code Chapter 45 – Incentive Awards and 5 C.F.R. Part 451 - Awards. Currently there are four types of awards employees may receive based on their contributions:

o Special Act – a lump sum cash award o On the spot – small lump sum cash award o Time Off – an excused absence granted without charge to leave our loss of pay.

o Gift Cards – small lump sum gift card award.

C-3 OBJECTIVES

When required by the SEC, the SEC will be able to purchase, with the use of the Government Purchase Card (GPC) which is currently a MasterCard, a variety of nationally recognized, name brand Merchant eGift Cards in an effective, efficient and secure manner through the Contractor’s internet site with electronic delivery (e.g., e-mail) by the Contractor to the SEC Program Office for SEC distribution to the employee. The eGift Card program is limited to Merchant eGift Cards and does not include the procurement of bank cards such as VISA, MasterCard, American Express, etc.

C-3.1 The Contractor and the Contractor’s internet site must:

a. Be an established internet site and an established provider of commercial, nationally recognized

Merchant eGift Cards.

b. Be able to accept MasterCard as a payment method to purchase the eGift Cards. PayPal is not an acceptable method of MasterCard acceptance under this contract.

c. Be enabled and encrypted for online safety (e.g., padlock or unbroken key icon).

ATTACHMENT 1 – RFP# 50310218R0006

d. The internet site must contain a privacy statement.

e. Deliver eGiftCards quickly after purchase but not later than 24 hours after the respective purchase date and time.

C-3.2 eGift Card Feature Objectives:

a. eGift Card Purchase and Delivery

b. Innovative and intuitive features for selection and ordering

c. Nationally Recognized Merchant eGift Cards

d. Variety of Merchant eGift Cards by Merchant Type (e.g., grocery, retail, restaurant, etc.) and

Merchant Brands (e.g., Whole Foods, Amazon, Macys, Outback, etc.) [Note: these Merchant Types are used as an example only and are not name brand required]

e. Ease of Use

f. Speed of Delivery

g. Order and Fulfillment History, Availability, and Accessibility

C-3.3 eGift Card Values

Merchant eGift Cards will have a value in the range of $50 to $250 dollars in increments of $50. The SEC will purchase eGift Cards in varying denominations and by merchant types.

C-3.4 eGift Card Request Process

The eGift Card request process will be initiated by a manager (or other acceptable official) through an electronic system internal to the SEC. Once the request is vetted and approved by SEC-OHR (Office of Human Resources), the Awards Program Manager or designee will then access the Contractor’s site and select Merchant eGift Card(s) by the desired Merchant brand name and denomination. Upon selection of the merchant card(s), the Awards Program Manager or designee will electronically receive (e.g., e-mail) the eGift Card(s) instantly but not later than 24 hours after the date and time of purchase. The Awards Program Manager will then electronically distribute the eGift Card(s) link to the respective employee where the eGift Card can either be used/redeemed on-line, printed for presentation/ redemption at a merchant location, or entered into a mobile wallet application for presentation/ redemption at a merchant location. eGift Cards can be paid for by GPC (Government credit card) or by Electronics Fund Transfer upon submission and approval of a valid invoice (reference SEC Clause 5003.00-Submission of Invoices).

C-3.5 Order Fulfillment Reporting.

a. The Contractor’s internet site should be able to provide a history of orders to include eGift Card purchased and denomination amount, order date, date/time of order fulfillment, order and/or tracking number, etc. This information should be easily accessible by the Awards Program Manager or GPC cardholder.

b. The Contractor’s internet site/order process shall have adequate order accounting, inventory and internal control processes to facilitate reconciliation with the SEC’s records.