Attachment_J.11_Marking_Plan_Template.doc

Attachment J.11 Marking Plan (for contracts) Please note: all text in Italics is only for guidance; please delete it from your final version! This text aims to give you some guidance about the plan; however, it does not aim to cover all possible situations relevant to your project.

Project Title:

Agreement Number:

Period of Activity:

Implementing organization:

Date:

(Implementing organization) intends to mark deliverables and public communications under this project as outlined in this Marking Plan.

1. Marking of sub-awards (implementing organization) will include, in each solicitation, the standard clause about USAID Branding and Marking requirements for the information purposes of the applicants that the grantee/contractor will be required to comply with the Branding and Marking requirements of ADS320 (and, for grants, 22 CFR 226.91) during the implementation of the grant/contract.

a). When issuing a sub-grant under this project, (implementing organization) will include the following marking provision in its grants:

“As a condition of the recipient of the sub-award, marking with the USAID Identity and the U.S. flag, each of a size of prominence equivalent to or greater than the recipient’s, sub-recipient’s, other donor’s, or third party is required. In event the recipient chooses not to require marking with its own identity or log with the sub-recipient, USAID may, at its discretion, require marking by the sub-recipient with the USAID Identity and the U.S. flag.”

b). When issuing a sub-contract under this project, (implementing organization) will include the following marking provision in any USAID funded sub-contract (please adjust as necessary):

“As a condition of receipt of this sub-award, exclusive marking with the USAID Identity and the U.S. flag is required. The contractor will not mark any deliverables or public communications (including, but not limited to training events and materials, conferences, seminars, brochures, press releases, promotional items, etc) with any other logo or identity but USAID identity and the U.S. flag. The only exception allowable is the logo of the local government, upon approval and in accordance with guidance from USAID. The sub-contractor will comply will all provisions of the project’s marking plan, branding strategy, and branding implementation plan, pertinent to the sub-contract.”

2. Disclaimer language for publications (please include only applicable translations of the disclaimer below): All studies, reports, publications, web sites, and all informational and promotional products will contain the following provision:

This study/report/Web site (specify) is made possible by the support of the American people through the United States Agency for International Development (USAID). The contents are the sole responsibility of the (name of organization) and do not necessarily reflect the views of USAID or the United States Government.

3. Design of publicity materials and the use of the USAID identity and the U.S. flag:

For all printed matter (such as publications, official and/or public project communications, banners and other signs, plaques, certificates, also promotional products developed to increase the visibility of the project among its target audiences, etc), the project will use guidance set in the USAID Graphic Standards Manual. This includes such issues as the use of the USAID identity, also colors scheme, design, and typeface for any project materials. The U.S. flag will be placed in such a way as to generate a pleasing design, but will follow the same requirements for the size, visibility, and background as the USAID identity.

4. Marking of project deliverables and public communications List and describe public communications, commodities, and program materials that will be produced as part of the contract and will visibly bear the USAID identity and the U.S. flag:

Guidance: Explain the general approach the program will use to mark all the public communications, commodities, and program materials that will be produced as part of the assistance agreement with the USAID identity. Remember to consider and include

· program, project, or activity sites funded by USAID, including visible infrastructure projects or activities that are physical in nature (must have temporary and permanent signs, according ADS 320)

· technical assistance, studies, reports, papers, websites, PSAs, audio-visual productions, and other promotional, informational, media, or communications products funded by USAID

· events under the project – training courses, conferences, seminars, exhibitions, fairs, workshops, press conferences, and other public activities

· all commodities provided through the project, including those for humanitarian assistance, and all other equipment, supplies, and materials, and their export packaging, funded by USAID;

· any promotional materials – pens, caps, t-shirts, etc.

Table #1: Marked deliverables and public communications Guidance: Please

· include and discuss marking of any items relevant to your project, such as Websites, Brochures, Reports, manuals, textbooks, Events (conferences, trainings, study tours, etc), Training materials, Surveys, Promotional materials (e.g., t-shirts, pens, caps, pins, etc), PowerPoint presentations, Commodities (equipment, tools, furniture, instruments, etc- only those used for programmatic purposes), Plaques, Certificates, Press releases, Factsheets, Invitations, Documentaries, TV and radio public service announcements, Articles in the print media, Activity sites and physical infrastructure objects, and any other public communications means the project plans to use.

· Discuss groups of items marked the same way rather than going through each item separately;

· Consider if there might be some more efficient/visible ways to mark provided assistance (e.g., instead of marking every classroom table and chair with a USAID sticker, consider attaching a plaque to the room in which USAID-funded items are placed)

· include clear explanation where the USAID identity will be placed, on which page/location/site, etc. Similarly discuss placement of the disclaimer and any other used means of marking.

· attach samples of how you are planning to mark various types of documents: i.e., include a sample factsheet or a certificate, etc.

(Contractor organization) will display the USAID identity and the U.S. flag in the following manner:

Items included in the table below are only examples, please change as applicable.

paragraph

Any items not mentioned in Tables #1 or #2 will be marked in a fashion similar to the one described in Table #1, unless they are exempt from marking by USAID regulations (i.e., business cards, items for solely project administrative use, administrative letters).

Table #2: Deliverables without marking There are 8 exceptions that you could ask for -see ADS320. Please review those exceptions and consider, if any deliverables or public communications under this project should not be marked with the U.S. flag or the USAID identity. If you identify such, please include them into the table #2.

Table #3: Public Communications, Branding and Marking Budget

Items included in the table below are only samples, please change as applicable

Press conferences

Public service announcements

Photo and video materials for publicity

$XXX

Total

5. Modifications

In the event of changed circumstances for implementation of this Marking Plan, (recipient organization), through its AOTR, will submit to USAID a request to modify this plan and/or other related documents, such as the Branding Strategy.

Attachments (pls include any templates and sample designs the project will use)

PAGE