AMENDMENT NUMBER 3 RFP No.72052724R00005 final.pdf

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Communications Support Platform
Solicitation number
72052724R00005
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This is Amendment 3 to RFP No. 72052724R00005 for USAID/Peru's Communications Support Platform contract. The amendment revises Section C.5.2 regarding Public Perception Assessment, adds a budget template requirement for full proposals, establishes a Phase Two submission deadline of February 10, 2025 at 5:00 PM (Peru time), and provides a conformed version of Amendment 2 with changes highlighted.

The RFP seeks a contractor to provide public outreach and communications services through a hybrid contract consisting of cost-reimbursable line items for travel/cross-platform services and firm-fixed-price components for pre-negotiated service categories. The contract includes one base year plus three option years with a total estimated value of $5 million. Core platform management costs are capped at 25% of total contract value. Services required include marketing/communications, research/analytics, and event/media production. Key personnel must include a Project Director and Finance/Compliance Manager. The procurement is restricted to local Peruvian entities and will use a highest technically rated with fair and reasonable price evaluation approach. The contractor must provide services in both English and Spanish, with translation capabilities for indigenous languages as needed.

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(x)

72052724R00005 x x copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted ; or (c) By separate letter or electronic communication which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGEMENT TO BE

RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR

OFFER. If by virtue of this amendment you desire to change an offer already submitted , such change may be made by letter or electronic communication, provided each letter or electronic communication makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

x

N/A

Not Applicable

720527

00000 USAID/Peru

72052724R0000508/23/20240003

13. THIS ITEM ONLY APPLIES TO MODIFICATION OF CONTRACTS/ORDERS. IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

12. ACCOUNTING AND APPROPRIATION DATA (If required) is not extended.is extended, Items 8 and 15, and returning

Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended , by one of the following methods: (a) By completing

The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offers

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

FACILITY CODE CODE

10B. DATED (SEE ITEM 13)

10A. MODIFICATION OF CONTRACT/ORDER NO.

9B. DATED (SEE ITEM 11)

9A. AMENDMENT OF SOLICITATION NO.

CODE

8. NAME AND ADDRESS OF CONTRACTOR (No., street, county, State and ZIP Code)

7. ADMINISTERED BY (If other than Item 6)CODE 6. ISSUED BY

PAGE OF PAGES

4. REQUISITION/PURCHASE REQ. NO.3. EFFECTIVE DATE2. AMENDMENT/MODIFICATION NO. 5. PROJECT NO. (If applicable)

1. CONTRACT ID CODE

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

02/10/2025

CHECK ONE A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority) appropriation data, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

E. IMPORTANT: Contractor is not is required to sign this document and return __________________ copies to the issuing office.

ORDER NO. IN ITEM 10A.

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

This amendment therefore (1) revises Section C.5.2; (2) provides a budget template that shall be submitted with the full proposal; (3) adds a deadline for submitting Phase Two;

and (4) includes a conformed version of Amendment 2 to the RFP, with additions highlighted in yellow and deletions marked with strikethroughs for easier review (Attachment I).

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)15A. NAME AND TITLE OF SIGNER (Type or print)

15C. DATE SIGNED 16B. UNITED STATES OF AMERICA 15B. CONTRACTOR/OFFEROR 16C. DATE SIGNED

(Signature of person authorized to sign) (Signature of Contracting Officer)

STANDARD FORM 30 (REV. 11/2016)

Prescribed by GSA FAR (48 CFR) 53.243

Previous edition unusable

Except as provided herein, all terms and conditions of the document referenced in Item 9 A or 10A, as heretofore changed, remains unchanged and in full force and effect .

X Solicitation Amendment

AMENDMENT NUMBER THREE TO REQUEST FOR PROPOSAL (RFP) No. 72052724R00005

Communications Support Platform

USAID hereby amends RFP No. 72052724R00005 to incorporate the recent addition and change made.

This amendment therefore (1) revises Section C.5.2; (2) provides a budget template that shall be submitted with the full proposal; (3) adds a deadline for submitting Phase Two; and (4) includes a conformed version of Amendment 2 to the RFP, with additions highlighted in yellow and deletions marked with strikethroughs for easier review (Attachment I).

As a result of the above, the following changes are made to the solicitation:

1. SECTION C - DESCRIPTION / OBJECTIVES / SPECIFICATIONS

1.1 Item C.5.2 Delete second paragraph and replace it with the following:

“Public Perception Assessment: The Contractor will employ a variety of methods to capture sentiment, perceptions, and feedback of the public and specific stakeholder groups. This includes, but is not limited to:

• Conducting qualitative research to gather insights from target audiences

• Facilitating focus groups to explore perceptions and attitudes in depth

• Utilizing social listening techniques to analyze public sentiment and trends”

2. SECTION J – LIST OF ATTACHMENTS

2.1 Add J.4 as a new attachment, with ‘Budget Template’ as the title. Provide the link in Annex 3.

3. COVER LETTER

3.1 Add Closing Date for Receipt of Phase Two on February 10, 2025, 5:00 PM (Local Time)

4. SECTION L – INSTRUCTIONS FOR THE PREPARATION OF THE TECHNICAL

PROPOSALS

4.1 Item L.5 Add the following in the third paragraph:

“The Cost Proposal must include the following:

L.5.1 Part 1 – Standard Form (SF) 33

Offerors must submit Section A of this solicitation (Standard Form (SF) 33, “Solicitation, Offer, and Award”), with Blocks 12 through 18 completed, with the original signature of a person authorized on behalf of the Offeror to sign the offer.

L.5.2 Proposed Costs

In an effort to make budget submissions to USAID consistent, USAID has developed a Budget Template in MS Excel (See Attachment J.4 - BUDGET TEMPLATE). The Budget Template serves as the basis for all the costs that will be bound in the final contract.

Please note, the budget template including the categories included in the budget summary and detailed budget are purely illustrative.

The Excel Budget submitted by the Offeror must be text accessible and with unlocked Excel worksheets. The worksheets must not contain hidden columns, sheets or data and must not contain password protected cells or sheets. Please ensure that the budget includes the prime and all subcontractors. If possible, we request that all worksheets be provided in one comprehensive Excel file with linkages to the summary worksheet, to facilitate analysis. All electronic cost submissions MUST be true, self-calculating (built-in formulas) spreadsheets.

Further instruction is provided below for each cost category.

[SEE CONTINUATION PAGES]

ATTACHMENT I

REVISED VERSION OF THE ORIGINAL RFP

ADDITIONS HIGHLIGHTED IN YELLOW AND DELETIONS MARKED WITH STRIKETHROUGHS

CONFORMED 12/26/2024 JOSEPH TERRAZAS

Issue Date:

Closing Date for Questions:

Post Solicitation Conference:

Closing Date for Receipt of Phase One:

Closing Date for Receipt of Phase Two:

August 23, 2024 September 10, 2024 September 17, 2024, 10:00 a.m. (Peru time) October 22, 2024, 5:00 p.m. (Peru time) February 10, 2025, 5:00 p.m. (Peru time)

SUBJECT: Request for Proposals (RFP) No. 72052724R00005, USAID/Peru – Communications Support Platform

Dear Prospective Offerors:

The Government of the United States (the “Government”) through its Agency for International Development/Peru (“USAID/Peru”) is seeking proposals from qualified Local Entities operating in Peru to provide rapid and flexible public outreach and communications services to USAID/Peru as described in Section C of this solicitation.

Eligibility is restricted to Local Entities pursuant to ADS 302.3.4.5 (f).

USAID anticipates awarding a hybrid contract made up of cost-reimbursable line items to cover travel and other cross platform services and as a firm-fixed-price (FFP) type contract covering pre-negotiated prices for categories of services contained in the Statement of Work. The Government contemplates one base year and three option years for a total estimated cost of US $5,000,000.00.

This procurement will follow FAR 15 procedures. USAID intends to make an award without discussions to the responsible Offerors whose proposal offer the best value, considering both price and non-price factors.

Proposals must be submitted to USAID/Peru on or before the closing date and time stated above, to the email addresses designated in Section L for receipt of proposals. Late and incomplete proposals will not be accepted.

ADDITIONS HIGHLIGHTED IN YELLOW AND DELETIONS MARKED WITH STRIKETHROUGHS

Any questions regarding the RFP requirements must be addressed through limasolicitations@usaid.gov copying the A&A Specialist Noriko Chatani via email at nchatani@usaid.gov no later than the submission deadline set forth above.

U.S. Agency for International Development USAID/Peru, Regional Office of Acquisition and Assistance (ROAA)

La Encalada Avenue, cuadra 17 Monterrico – Surco

Lima 33, Peru

Offerors should express interest in participating in the post solicitation conference slated for September 17, 2024, at 10 am (Peru time). Additional virtual meeting details will be shared 48 hours before the conference.

Interest in participating in the post solicitation conference must be expressed via the above addresses at least two days before scheduled conference date.

Offerors should periodically check www.sam.gov for updates to this solicitation. The issuance of this RFP in no way obligates USAID to award a contract nor does it commit USAID to pay any cost incurred in the preparation and submission of a proposal.

Thank you for your interest. We look forward to receiving and reviewing your proposals.

Sincerely, Digitally signed by CHONG HUN

PARK

Date: 2024.08.23 16:33:29 -05'00'

Chong Hun Park Regional Contracting Officer/USAID/Peru mailto:limasolicitations@usaid.gov mailto:nchatani@usaid.gov http://www.sam.gov/

ADDITIONS HIGHLIGHTED IN YELLOW AND DELETIONS MARKED WITH STRIKETHROUGHS

TABLE OF CONTENTS

Contents

PART 1 – THE SCHEDULE

SECTION B - SUPPLIES OR SERVICES AND PRICES

B.1 PURPOSE

B.2 CONTRACT TYPE

B.3 ESTIMATED COST, FIXED FEE, AND OBLIGATED AMOUNT

B.4 CONTRACT BUDGET

B.5 INDIRECT COSTS

B.6 PAYMENT METHOD

SECTION C - DESCRIPTION / OBJECTIVES / SPECIFICATIONS

C.1 TITLE OF ACTIVITY

C.2 PURPOSE

C.3 GENERAL BACKGROUND AND COUNTRY CONTEXT

C.4 PROGRAMMATIC OBJECTIVES

C.5 TASKS

SECTION D - BRANDING AND MARKING

D.1 BRANDING AND MARKING

D.2 AIDAR 752.7009 – MARKING (JAN 1993)

D.3 BRANDING IMPLEMENTATION AND MARKING PLAN

SECTION E - INSPECTION AND ACCEPTANCE

E.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

E.2 INSPECTION AND ACCEPTANCE

SECTION F - DELIVERIES OR PERFORMANCE

F.1 PERIOD OF PERFORMANCE

F.2 PLACE OF PERFORMANCE

F.3 KEY PERSONNEL

F.4 DELIVERABLES AND REPORTS

F.5 CONTRACT PERFORMANCE MONITORING APPROACH

SECTION G - CONTRACT ADMINISTRATION DATA

G.1 ADMINISTRATIVE CONTRACTING OFFICE:

ADDITIONS HIGHLIGHTED IN YELLOW AND DELETIONS MARKED WITH STRIKETHROUGHS

G.2 CONTRACTING OFFICER’S & AUTHORITY

G.3 CONTRACTING OFFICER REPRESENTATIVE (COR)

G.4 TECHNICAL DIRECTION/RELATIONSHIP WITH USAID

G.5 PAYMENT OFFICE

G.6 ACCOUNTING AND APPROPRIATION DATA

SECTION H - SPECIAL CONTRACT REQUIREMENTS

H.1. LIMITATION ON SUBCONTRACTING TO NON-LOCAL ENTITIES (May 2012) H.2. 302.3.5.19 USAID-FINANCED THIRD-PARTY WEB SITES (November 2017)

H.3. SUBMISSION OF DATASETS TO THE DEVELOPMENT DATA LIBRARY (DDL) (OCTOBER

2014) 32

H.4. AAPD 22-01, REVISION 2, DEFENSE BASE ACT (DBA) INSURANCE (MAY 2024)

H.5. AAPD NO. 16-02, REVISION 5, CLAUSES AND SPECIAL CONTRACT NONEXPENDABLE

PROPERTY PURCHASES AND INFORMATION TECHNOLOGY RESOURCES

H.6. 752.231-2 CONFERENCE PLANNING AND REQUIRED APPROVAL (JUL 2023)

PART II – CONTRACT CLAUSES

SECTION I - CONTRACT CLAUSES

I.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

I.2 52.211-11 LIQUIDATED DAMAGES-SUPPLIES, SERVICES, OR RESEARCH AND

DEVELOPMENT (SEP 2000)

I.3 52.217-8 OPTION TO EXTEND SERVICES (NOV 1999)

I.4 52.232-32 PERFORMANCE-BASED PAYMENTS (APR 2012)

I.5 752.232-70 LETTER OF CREDIT ADVANCE PAYMENT (MAR 2015)

SECTION J - LIST OF ATTACHMENTS

PART IV – REPRESENTATIONS AND INSTRUCTIONS

SECTION K - REPRESENTATIONS, CERTIFICATIONS, AND OTHER STATEMENTS

OF OFFERORS

K.1 NOTICE LISTING SOLICITATION PROVISIONS INCORPORATED BY REFERENCE

48 CFR – VOLUME 1 – CHAPTER 1 – FEDERAL ACQUISITION REGULATION

K.2 52.204-24 REPRESENTATION REGARDING CERTAIN TELECOMMUNICATIONS AND

VIDEO SURVEILLANCE SERVICES OR EQUIPMENT (NOV 2021)

K.3 52.204-26 COVERED TELECOMMUNICATIONS EQUIPMENT OR SERVICES-

REPRESENTATION (OCT 2020)

K.4 52.204-29 FEDERAL ACQUISITION SUPPLY CHAIN SECURITY ACT ORDERS—

REPRESENTATION AND DISCLOSURES (DEC 2023)

K.5 52.209-5 CERTIFICATION REGARDING RESPONSIBILITY MATTERS (AUG 2020)

ADDITIONS HIGHLIGHTED IN YELLOW AND DELETIONS MARKED WITH STRIKETHROUGHS

K.6 INFORMATION REGARDING RESPONSIBILITY MATTERS (OCT 2018)

K.7 REPRESENTATION BY CORPORATIONS REGARDING DELINQUENT TAX LIABILITY OR

FELONY CONVICTION UNDER ANY FEDERAL LAW (FEB 2016)

K.8 SIGNATURE

SECTION L - INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

L.1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE

L.2 GENERAL INSTRUCTIONS TO OFFERORS

L.3 INSTRUCTION FOR THE PREPARATION OF PHASE ONE PROPOSAL

L.4 INSTRUCTION FOR THE PREPARATION OF PHASE TWO

L.5 INSTRUCTIONS FOR THE PREPARATION OF THE COST/PRICE PROPOSAL

SECTION M - EVALUATION FACTORS FOR AWARD

M.1. NOTICE LISTING SOLICITATION PROVISIONS INCORPORATED BY REFERENCE

M.2. GENERAL INFORMATION

M.3. AWARD PROCESS

M.4. EVALUATION CRITERIA

M.5. EVALUATION FACTORS

Annex 1

Annex 2. Scenario for PowerPoint Presentation

Annex 3. Budget Template .................................... Error! Bookmark not defined.

ADDITIONS HIGHLIGHTED IN YELLOW AND DELETIONS MARKED WITH STRIKETHROUGHS

PART 1 – THE SCHEDULE

SECTION B - SUPPLIES OR SERVICES AND PRICES

B.1 PURPOSE

The purpose of the Contract is to provide rapid and flexible public outreach and communication services to USAID/Peru.

B.2 CONTRACT TYPE

This is a hybrid contract made up of a Cost-Plus-Fixed Fee (CPFF) contract to cover travel and other cross platform services with Firm-Fixed Price (FPP), consistent with Federal Acquisition Regulations 16.202-2, covering pre-negotiated prices for all categories of services contained in the Statement of Work (SOW). For the consideration set forth in Section B, the Contractor must deliver the items as described in Section C and the Deliverables as described in Section F. The Period of Performance, inclusive of three options years, is 4 years. The Contract must not exceed a total price of US $5,000,000.00.

B.3 ESTIMATED COST, FIXED FEE, AND OBLIGATED AMOUNT

(a) The maximum total fixed price for this contract is TBD for the performance of work required hereunder and delivery of the Fixed-Fixed Price deliverable table.is [$TBD].

(b) Within the estimated Cost Plus Fixed Fee specified above, the amount currently obligated and available for reimbursement of allowable costs incurred by the Contractor (and payment of fee – if any) for performance hereunder is [ TBD ] .

(c) The amount currently obligated and available for disbursement for performance by the Contractor hereunder is [$TBD].

(d) Funds obligated hereunder are anticipated to be sufficient through [TBD]. USAID is not obligated to reimburse the Contractor for the expenditure of any amount in excess of the total obligated amount.

ADDITIONS HIGHLIGHTED IN YELLOW AND DELETIONS MARKED WITH STRIKETHROUGHS

(e) Pursuant FAR 52.232-22 (APRIL 1984) - Limitation of Funds, the Contractor must not exceed the aforesaid obligated amount, unless expressly authorized by the contracting officer.

B.4 CONTRACT BUDGET

a) The following itemized budget sets forth the estimates for reimbursement of dollar costs for cost categories and the fixed fee.

b) The amounts in the above cost categories may not be adjusted without a written modification signed by the Contracting Officer. The Contractor must not bill any amounts against this contract in excess of the amounts specified for each line item.

The Contract budget is organized into the following:

Services (description) Base Year

Option 1 Option 2 Option 3 Total

Core Platform Management - Cost Plus Fixed Fee

Pre-negotiated Prices (for Categories of Services presented in C.5) – See pricing table (Annex 1) Fixed Fee

B.5 INDIRECT COSTS

B.5.1. NEGOTIATED INDIRECT COST RATE (NICRA)

a) Pending establishment of revised provisional or final indirect cost rates, allowable indirect costs shall be reimbursed on the basis of the following negotiated provisional or predetermined rates and the appropriate bases.

Description Rate Base Type Period

TBD % 1/ 1/ 1/

1/Base of Application

ADDITIONS HIGHLIGHTED IN YELLOW AND DELETIONS MARKED WITH STRIKETHROUGHS

Type of Rate:

Period:

For Major Subcontractor(s):

Pending establishment of revised provisional or final indirect cost rates, allowable indirect costs will be reimbursed based on the following negotiated provisional or predetermined rates and the appropriate bases:

Description Rate Base Type Period

TBD % 1/ 1/ 1/

1/Base of Application:

Type of Rate: Predetermined Period:

[“Major Subcontractor” is a subcontractor that is performing 20% or more of the contract, or is deemed critical by the offeror in achieving the objectives and tasks in the contract.]

b) The Contractor will make no change in its established method of classifying or allocating indirect costs without the prior written approval of the Contracting Officer.

B.5.2. THE DE MINIMIS RATE

• Offerors who do not have a negotiated indirect cost rate (NICRA) may elect to use the de minimis rate of 10% of modified total direct cost (MDTC).

• Modified Total Direct Cost (MTDC) means all direct salaries and wages, applicable fringe benefits, materials and supplies, services, travel, and up to the first $25,000 of each subaward (regardless of the period of performance of the subawards under the award).

B.5.3. OTHER

Offerors may propose indirect cost rates other than the NICRA or the De Minimis, provided they are prepared in accordance with FAR 31.203 or use the direct cost allocation method as prescribed in 2 CFR 200.405 (d).

B.5.4. SUB-RECEPIENTS

Indirect cost rates between the prime and subrecipients must be established in accordance with 2 CFR 200.332(a)(4).

B.6 PAYMENT METHOD

Payment will be made in accordance with FAR Clause 52.232-1, Payments (APR 1984).

ADDITIONS HIGHLIGHTED IN YELLOW AND DELETIONS MARKED WITH STRIKETHROUGHS

The Contractor may earn and be paid all or a portion of the total fee based on completed deliverables under this contract. Payment of the Contractor’s fee is tied to the accomplishment of objectives, deliverables, or outputs described in Sections C and F.

Definite goals or targets must be achieved, and end products must be completed, delivered, and accepted by USAID during the period of performance and within the total estimated cost as a condition for payment of the entire fixed fee.

The Offerors must propose a fixed fee schedule tied to the objectives and deliverables or outcome for Government review and acceptance. The fixed fee schedule will become part of the contract upon award. Payment of fixed fee will be in accordance with FAR 52.216-8. [Illustrative Fee Table to be completed by the Offeror and incorporated into the award in accordance with Section L]:

Performance Objective/Deliverable/Outcome

Achievement Threshold/Delivery Schedule

Percentage of Fee

Fixed Fee ($) Amount for Payment

Deliverables for Year 1 TBD by the contractor TBD TBD

Deliverables for Year 1 TBD TBD TBD

Deliverables for Year 1 TBD TBD TBD

Upon successful completion of a performance objective/deliverable/outcome, the Contractor must provide evidence of its achievement to the Contracting Officer’s Representative (COR) and the Contracting Officer (CO). Upon COR receipt and written acceptance, the Contractor must submit an invoice for the amount of the associated fee including evidence of completion of the deliverables for which fee is claimed. The total amount of fee payable upon completion of all contract requirements will be set at the time of award and does not vary with actual cost.

In the event of discontinuance of the work, both parties must – in accordance with FAR 52.249-6 “Termination (Cost Reimbursement) - redetermine the fixed fee equitably to reflect the reduction in the work actually performed. The amount by which such fee is less than, or exceeds, payments previously made on account of the fee must be paid to, or repaid by the Contractor, as applicable.

B.7 REIMBURSABLE COSTS

Costs allowable will be limited to reasonable, allocable, and necessary costs determined in accordance with FAR 31 (Contract Cost Principles and Procedures), FAR 52.216-7 Allowable Cost and Payment, FAR 52.216-8 Fixed Fee, FAR 52.232-20 Limitation of Cost, FAR 52.232-22, Limitation of

ADDITIONS HIGHLIGHTED IN YELLOW AND DELETIONS MARKED WITH STRIKETHROUGHS

Funds, if applicable, and AIDAR 752.7003 Documentation for Payment.

[END OF SECTION B]

ADDITIONS HIGHLIGHTED IN YELLOW AND DELETIONS MARKED WITH STRIKETHROUGHS

SECTION C - DESCRIPTION / OBJECTIVES / SPECIFICATIONS

C.1 TITLE OF ACTIVITY

The title of this contract is “The Communications Support Platform.”

C.2 PURPOSE

USAID/Peru is establishing a national level contract to provide rapid and flexible public outreach and communications services.

These services will enable the USAID/Peru to design, organize, and execute public awareness events, campaigns, and outreach initiatives more effectively. The aim is to enhance the impact of USAID’s work in Peru by amplifying its visibility. Additionally, these efforts aim to increase awareness of development challenges and encourage support from the government, civil society, and private sector partners to collaboratively tackle these challenges alongside USAID.

C.3 GENERAL BACKGROUND AND COUNTRY CONTEXT

Peru's remarkable transformation over the past two decades has positioned it as a key player in South America and a significant ally to the United States. While poverty has decreased nationally to nearly 20%, Peru faces many challenges. Corruption and transnational criminal activities, particularly in remote Amazon regions, pose significant obstacles to Peru's development. The surge of Venezuelan migration to the country has added to the scope of socio-economic disparities, including xenophobia and human rights challenges. Environmental defenders and Indigenous Populations are being attacked by illegal activities while protecting the environment and preserving their way of life. Addressing these challenges aligns with key U.S. foreign policy objectives in Peru.

USAID/Peru works to create a more democratic, sustainable, inclusive, and prosperous region.

USAID’s main areas of work in Peru include expanding economic growth, improving health and education outcomes, conserving biodiversity and addressing climate change, managing migration, tackling corruption, and promoting good governance, reducing gender-based violence, and other development objectives. The Communications Support Platform will serve a wide range of audiences, including the general public, local government agencies and authorities, and various stakeholders and beneficiaries of USAID activities in Peru.

ADDITIONS HIGHLIGHTED IN YELLOW AND DELETIONS MARKED WITH STRIKETHROUGHS

C.4 PROGRAMMATIC OBJECTIVES

The public outreach and communications services provided by the Contractor to USAID/Peru support the following objectives:

Objective 1: Improve the ability of USAID to carry out outreach and communications activities by providing crucial strategic, creative, technical, and logistical support.

Objective 2: Increase the understanding of USAID’s work in the country while also boosting awareness and affinity for the USAID brand.

Objective 3: Increase engagement with USAID among key and influential audiences; beneficiaries;

implementing partners; indigenous, marginalized, and underserved populations; civil society; and other stakeholders.

Objective 4: Improve awareness of – and influence perceptions and attitudes toward – development challenges among target audiences.

Objective 5: Increase the quantity and quality of media coverage of USAID activities.

C.5 TASKS

Services are expected to be made available to USAID/Peru upon their request. USAID expects the Contractor to efficiently manage and execute multiple assignments simultaneously, adhering to established timelines. Each service must be offered in English and Spanish. The Contractor must have the ability to provide translation services for Indigenous languages and adapt communications to be accessible for persons with disabilities, as needed.

The Contractor will provide comprehensive logistical, creative, and technical support. This support will encompass a broad spectrum of tasks under the following service categories: marketing and communications, research and analytics, and event and media production.

Task demands will be tailored to meet specific programmatic needs and local requirements of USAID/Peru, aligned strategically with the country’s unique objectives.

Tasks include, but are not limited to:

C.5.1 Marketing and Communications

Communications Strategy Execution and Support: The Contractor will provide specialized support to USAID’s Development Outreach and Communications (DOC) team in the development of communications strategies and plans for a variety of actors, including other USAID awardees and program beneficiaries.

Public Relations (PR): The Contractor will design and execute public relations campaigns that align with broader communication strategies. This will also include creating and disseminating press releases on behalf of USAID for events, statements, and announcements. The Contractor must maintain good relationships with the press on behalf of USAID, facilitating media engagement for events, announcements, and press conferences. The contractor will work with the DOC team to place USAID mission stories in local media (radio, TV, digital, and print) to garner attention and raise awareness about USAID’s work.

Graphic Design: The Contractor will provide comprehensive graphic design services tailored to enhance USAID’s visibility and impact across multiple platforms. This will comprise of the creation and design of a wide array of digital and print materials, including but not limited to:

• Branding and identity development for events

• Design and production of high-resolution materials o Print materials: brochures, posters, flyers, banners, business cards, briefing materials, etc.

o Digital materials: social media content, websites, e-books, etc.

• Infographics and visuals that succinctly convey complex information and data

• Website design elements

• Presentation design (i.e. Google slides, Microsoft PowerPoint, etc.)

• Video and animation production

• Photographic content

Social Media: The Contractor will create and propose a comprehensive social media strategy, inclusive of specific targeted campaigns that leverage free and paid advertising channels. USAID will manage social media accounts directly. Contractor responsibilities will include:

• Social media strategy development, including content strategy, content creation, dissemination, supervision, and analysis, tailored to each social media platform

• Planning and executing paid media spots

• Provide monthly reporting of USAIDs social media performance (i.e. content reach, audience demographics and growth, content efficiency, recommendations)

Search Engine Optimization (SEO): The Contractor will provide SEO services to optimize the digital presence of USAID’s social media outlets, posts, tweets, and websites within search engines, with the aim to enhance the visibility and accessibility of USAIDs digital content.

Writing, Publications, and Media Support: The Contractor will deliver high-quality, engaging content suitable for a variety of formats, both digital and print, for distribution in high traffic outlets. This includes content writing, speechwriting services (including but not limited to drafting, editing, and revising speeches), design and diagramming, editing and proofreading, and publication management. All publication submissions must be preauthorized by USAID.

Writing and Text Editing Capabilities: The Contractor will provide comprehensive content development services, including copy editing, content editing, and subject matter expert editing.

Services will be available on an as needed, on demand basis in both English and Spanish. The Contractor will provide content for newsletters, online bulletins, and other documents as requested, ensuring alignment with The Chicago Manual of Style (or another standard as directed).

Collateral Material Production Support: The Contractor will design, source, supply, and distribute branded and marked USAID materials, ensuring that all materials consistently reflect USAID’s identity and messaging objectives. Such materials include clothing, flashlights, hats, bottles, pens, pins, bags, backpacks, business cards, and other promotional materials.

Crisis Communications: The Contractor will develop and implement mitigation plans, protocols, and responses to events, threats, and crises – including misinformation campaigns – that could harm USAID's reputation.

C.5.2 Research and Analytics

Market Research, Data Gathering, Analysis, and Reporting: The Contractor will be tasked with a broad range of responsibilities designed to gather insights, measure impact, and guide strategic decision making. These include, but are not limited to:

• Focus group organization and management

• Data and metrics collection

• Design and conduct studies

• Analyze/audit the effectiveness of current communication activities

• Conduct qualitative and quantitative market research

• Targeted evaluations on specific topics or areas of interest

Public Perception Assessment: The Contractor will employ a variety of methods to capture sentiment, perceptions, and feedback of the public and specific stakeholder groups. This includes, but is not limited to:

• Conducting qualitative research to gather insights from target audiences

• Facilitating focus groups to explore perceptions and attitudes in depth

• Utilizing social listening techniques to analyze public sentiment and trends

Public Opinion Gathering: The Contractor will employ a variety of methods to capture sentiment, perceptions, and feedback of the public and specific stakeholder groups. This includes, but is not limited to:

• Designing and conducting surveys

• Polling

• Focus group facilitation and social listening

Media Analytical Support: The Contractor will utilize a range of analytical tools and methodologies to assess traditional and digital social media content, audience engagement, channel segmentation, and brand audits to generate actionable insights on public sentiments and perceptions, including identifying thematic messages, mitigate misinformation, and assess influence.

C.5.3 Events and Media Production

Event Planning: The Contractor is responsible for the organization and execution of both in-person and virtual events, such as campaign events and other related activities. Responsibilities include, but are not limited to:

• Venue and virtual platform selection and management (including live/Wi- Fi/streaming/zoom/etc. connectivity)

• Logistics coordination, including venue set up, technology support, translation (including simultaneous translation)

• Creation of engaging backdrops and staging

• Management of event logistics such as protocol support, designing and delivering invitations, managing RSVPs (domestic and international), note taking, coverage (provision of supplemental staffing), catering, decor, travel and logistics for invitees, and facilitation as required

Translation and Interpretation: The Contractor will provide a wide range of translation and interpretation services, including simultaneous translation (and necessary equipment), across various languages (English, Spanish, Indigenous languages) and sign language. These services must be available on demand, especially for requests with short notice and with quick turnaround times.

Media Allocations: The Contractor will plan, purchase, execute, coordinate, and manage media allocations across various channels, including radio, TV, social media, billboards (outdoor and out of house advertising), press, magazines, and digital media.

Videography Services: The Contractor will provide videography services as needed across all communication materials. This includes, but is not limited to:

• Event filming, including drone footage when applicable

• Pre- and post-production processes and products

• Creation of short and medium length videos, video-books, animations, etc.

• Video editing of various content

• Captioning services (subtitles, closed captioning, and/or text inclusion)

• Sourcing of stock video footage as needed

Photography Services: The Contractor will provide a broad range of photography services, including, but not limited to:

• Coverage for events and other activities

• Pre- and post-production processes and products

• Captioning services (subtitles, closed captioning, and/or text inclusion)

• Management of photo releases and permissions

• Source stock photography, with appropriate licenses and rights for USAID use, from libraries such as Shutterstock and Getty Images

• Cataloging and file organization

[END OF SECTION C]

SECTION D - BRANDING AND MARKING

D.1 BRANDING AND MARKING

The Contractor must comply with the requirements of the policy directives and required procedures outlined in USAID Automated Directive System (ADS) 320.3.2 “Branding and Marking” at https://www.usaid.gov/about-us/agency-policy/series-300/320 and USAID "Standard Graphic Manual" available at http://www.usaid.gov/branding/gsm or any successor branding policy.

D.2 AIDAR 752.7009 – MARKING (JAN 1993)

(a) It is USAID policy that USAID-financed commodities and shipping containers, and project construction sites and other project locations be suitably marked with the USAID emblem.

Shipping containers are also to be marked with the last five digits of the USAID financing document number. As a general rule, marking is not required for raw materials shipped in bulk (such as coal, grain, etc.), or for semi-finished products which are not packaged.

(b) Specific guidance on marking requirements must be obtained prior to procurement of commodities to be shipped, and as early as possible for project construction sites and other project locations. This guidance will be provided through the cognizant technical office indicated on the cover page of this Contract, or by the Mission Director in the Cooperating Country to which commodities are being shipped, or in which the project site is located.

(c) Authority to waive marking requirements is vested with the Regional Assistant

Administrators, and with Mission Directors.

(d) A copy of any specific marking instructions or waivers from marking requirements are to be sent to the Contracting Officer; the original must be retained by the Contractor.

D.3 BRANDING IMPLEMENTATION AND MARKING PLAN

https://www.usaid.gov/about-us/agency-policy/series-300/320 http://www.usaid.gov/branding/gsm

The final approved Branding Implementation and Marking Plan will be incorporated in this Contract as an Attachment.

D.4 2 C.F.R. § 700.16(h) - MARKING EXCEPTIONS

Pursuant to 2 C.F.R. § 700.16(h)(2) and ADS 320.2.c, the Contracting Officer has the authority to approve – in consultation with the Mission Director, Technical Office and Resident Legal Officer – exceptions to the USAID marking requirements.

[END OF SECTION D]

SECTION E - INSPECTION AND ACCEPTANCE

E.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

The following contract clauses pertinent to this section are hereby incorporated by reference (by Citation Number, Title, and Date) in accordance with the clause at FAR “52.252-2 CLAUSES INCORPORATED BY REFERENCE,” with the same force and effects as if they were given in full text.

in Section I of this Contract. Full text of the FAR clauses is available at https://www.acquisition.gov/far.

FEDERAL ACQUISITION REGULATION (48 CFR Chapter 1)

NUMBER TITLE Date 52.246-4 Inspection Of Services-

Fixed Price

(AUG 1996)

52.246-5 Inspection of Services – Cost- Reimbursement

(APR 1984)

E.2 INSPECTION AND ACCEPTANCE

USAID inspection and acceptance of services, reports and other required deliverables or outputs shall take place at principal place of performance or at any other location where the services are performed and reports and deliverables or outputs are produced or submitted. The designated Contracting Officer's Representative (COR) listed in Section G has been delegated authority to inspect and accept all services, reports and required deliverables or outputs.

[END OF SECTION E]

https://www.acquisition.gov/far https://www.acquisition.gov/far/52.246-4 https://www.acquisition.gov/far/52.246-5

SECTION F - DELIVERIES OR PERFORMANCE

F.1 PERIOD OF PERFORMANCE

The estimated period of performance is initially one year, with the option to extend for up to three additional one-year periods, totaling four years.

The period of performance is as follows:

1. BASE YEAR: from TBD to TBD

2. OPTION YEAR 1: from TBD to TBD

3. OPTION YEAR 2: from TBD to TBD

4. OPTION YEAR 3: from TBD to TBD

F.2 PLACE OF PERFORMANCE

The place of performance under this Contract is the Republic of Peru.

F.3 KEY PERSONNEL

F.3.1 Key Personnel The following positions are designated as Key Personnel for this contract:

Title Name Project Director [TBD] Finance and Compliance Manager [TBD]

The individuals specified above are considered to be essential to the work performed under this contract. Prior to replacing the specified individuals, the Contractor must immediately notify both the Contracting Officer (CO) and the Contracting Officer’s Representative (COR) reasonably in advance and must submit written justification (including proposed substitution) in sufficient detail to permit evaluation of the impact on the contract. No replacement of Key Personnel may be made by the Contractor without written consent of the Contracting Officer.

F.3.2 Key Personnel Requirements

The following are the requirements for the Key Personnel under this contract:

Project Director (PD)

The Project Director (PD) is the principal liaison between USAID and the Contractor and will provide vision, technical direction, leadership, and oversight of contract activities. The PD must be the direct contact for solutions, as well as the individual bearing primary responsibility for technical aspects of contract performance, personnel recruitment, reporting, and other contract oversight and management requirements. A full-time PD is expected to be assigned to administer the Contract, and the PD must be “on-call” (available afterhours in cases of emergencies), and they must be prepared and able to respond to USAID quickly. The PD is expected to be based in Peru, unless a compelling reason is presented to, and approved by, USAID.

Specifically, the PD will:

• Respond to requests and work collaboratively and often with USAID/Peru, field project managers, technical officers, and Contracting Officers.

• Meet and consult regularly with the USAID/Peru, Contracting Officer Representative (COR), Contracting Officer (CO), and Development Outreach & Communications (DOC) team.

• Develop and execute outreach and communications strategies for requests under the contract.

• Ensure the strategies are aligned with USAID’s overarching communications strategies.

• Ensure that the project activities are of high quality and adhere to USAID’s policies and procedures on branding and marking.

• Oversee activities from inception through completion, within expected timelines.

• Monitor and evaluate the effectiveness and efficiency of the activities and ensure the activities implemented meet the goals and objectives of the contract.

• Report to USAID’s COR and CO in accordance with USAID reporting requirements.

• Ensure quality and control methods are applied in a consistent and transparent manner for all contracted tasks and functions.

• Maintain awareness of and ensure all materials and products are in line with USAID’s

Automated Directives System (ADS) 320 Branding and Marking requirement.

• Ensure all Contractor staff, consultants, and subcontractors are familiar with USAID Mission websites, social media platforms, and portfolio of projects, as well as USAID Graphic Standards Manual and Partner Co-Branding Guide.

The minimum qualifications for this position are:

• Proven knowledge of designing, planning, and implementing integrated media and public relations campaigns, digital marketing, quantitative and qualitative market research, and event organizing.

https://www.usaid.gov/about-us/agency-policy/series-300/320 https://www.usaid.gov/about-us/agency-policy/series-300/320 https://www.usaid.gov/branding https://www.usaid.gov/branding https://www.usaid.gov/branding/gsm

• At least 8 years of experience in both project management and outreach and communications, with a focus on designing and executing effective communications strategies and campaigns.

• A Bachelor’s Degree in a relevant field – such as International Relations, Public Administration, Business Administration, Communications, or Project Management – is required.

• Experience working for private sector companies, developing communication campaigns from conception to implementation (including online and offline media buying)

• Experience working with market research firms and event planning teams.

• Fluency in English and Spanish

Preferred but not required qualifications:

• Experience with national government or non-governmental organizations, U.S. Government agencies, international donors, or other multilateral agencies.

• Demonstrated senior-level leadership (e.g., Chief of Party, Project Director, or Deputy Director) to programs of similar magnitude and complexity.

Finance and Compliance Manager

The Finance and Compliance Director (FCM) will be responsible for managing internal operations related to USAID activities, including personnel and financial administration. They will ensure efficient operation by performing clerical tasks and overseeing various projects.

Specifically, the FCM will:

• Oversee and manage all aspects of financial administration, including bookkeeping, conducting audits, managing accounting processes, and handling accounts receivable to ensure financial integrity and solvency.

• Support the Project Director with administrative tasks as needed.

• Ensure compliance with USAID regulations and organizational policies in all administrative and financial processes.

• Prepare regular reports on financial status, project progress, and personnel matters.

The qualifications for this position are:

• Experience in managing financial and administrative functions.

• Strong organizational and leadership capabilities.

• Excellent communication and interpersonal skills.

• Knowledge of financial and administrative software.

• Familiarity with USAID regulations is an asset.

• A Bachelor’s Degree in a relevant field – such as Accounting, Finance, Business

Administration, Project Administration – is required.

• A minimum of 8 years of professional experience in financial management, compliance, and administrative functions is essential.

In addition to other required reports and deliverables in this Contract, the Contractor shall deliver the following:

[To be negotiated with the successful Offeror.]

F.4 DELIVERABLES AND REPORTS

All deliverables that result from a USAID Mission request are the property of USAID and as such must be delivered to the COR upon finalization. Deliverables may include, but are not limited to:

a) Press Releases

b) Media kits

c) Video and animation footage and products

d) Photographic content

e) Social media content

f) Website content

g) Newsletters

h) Publications

i) Event planning materials

j) Print materials such as brochures, posters, flyers, banners, business cards, briefing materials, etc.

k) USAID branded promotional materials

l) Reports from research and analytics

m) Search Engine Optimization (SEO) analytics

n) Quarterly financial reports

o) Media reports (metrics on content reach, audience engagement, content efficiency, traffic measurements, trending tags, thematic messages, and misinformation) as needed

The following reporting is required under this contract:

• Annual Report: A report must be prepared and submitted to the COR at the end of each contract year that provides a detailed overview of actions performed under this contract, including, but not limited to a summary of Mission activities during the life of the contract and annual financial reporting. This report must be submitted to the COR no later than 45 calendar days after the end of the Contract year.

F.5 CONTRACT PERFORMANCE MONITORING APPROACH

The Contractor must maintain clear and frequent communication channels with the CO and the COR. The CO and the COR will provide continuous monitoring of contract performance, including periodic and ad-hoc oversight meetings. At a minimum, the Contract PD and the COR must be present at these meetings, along with other members of the Contractor and subcontractor management team, as needed. Presentations of reports, data, and solutions to gaps may be requested. The format of these meetings may be:

1) in person;

2) via video conference;

3) via teleconference; or

4) via another acceptable method.

[END OF SECTION F]

SECTION G - CONTRACT ADMINISTRATION DATA

G.1 ADMINISTRATIVE CONTRACTING OFFICE:

(a) The Administrative Contracting Office is:

Regional Office of Acquisition & Assistance (ROAA) USAID/Peru La Encalada Cdra. 17, Santiago de Surco, Lima, Peru 15023

(b) The Contractor will submit any questions concerning the administration of this contract to the

Contracting Officer through the COR unless a situation warrants urgent attention, or the COR is indisposed.

(c) The Contractor assumes the sole responsibility to inform the Contracting Officer of any requests that will affect any and all sections of the contract.

G.2 CONTRACTING OFFICER’S & AUTHORITY

The Contracting Officer (CO) is the only person authorized to make or approve any changes in the requirements of this Contract and notwithstanding any provisions contained elsewhere in this Contract, the said authority remains solely in the Contracting Officer. In the event the Contractor makes any changes at the direction of any person other than the Contracting Officer, the change will be considered to have been made without authority and no adjustment will be made in the Contract terms and conditions, including price and fee.

All questions concerning the administration of this Contract will be sent to the Contracting Officer.

It is the responsibility of the Contractor to inform the Contracting Officer of requests that affect any and all sections of this Contract.

G.3 CONTRACTING OFFICER REPRESENTATIVE (COR)

The Contracting Officer’s Representative for this contract will be appointed by the Contracting Officer prior to the time of award and designated here. The Contractor will be provided a copy of the COR designation letter. The COR operates from USAID/Peru. The Alternate COR will only act during the absence of the COR.

Name:

Title:

E-mail:

Phone:

[TO BEN INSERTED AT AWARD]

G.4 TECHNICAL DIRECTION/RELATIONSHIP WITH USAID

(a) Technical Directions is defined to include:

• Written directions to the Contractor which fill in details, suggest possible lines of inquiry, or otherwise facilitate completion of work.

• Provision of written information to the Contractor which assists in the interpretation of drawings, specifications, or technical portions of the work statement.

• Review and, where required, provide written approval of technical reports, drawings, specifications, or technical information to be delivered. Technical directions must be in writing, and must be within scope as detailed in Section C.

(b) The Contracting Officer, by separate designation letter, authorizes the Contracting Officer’s Representative (COR) to take any or all action with respect to the following which could lawfully be taken by the Contracting Officer, except any action specifically prohibited by the terms of the Contract:

• Assure that the Contractor performs the technical requirements of the Contract in accordance with the Contract terms, conditions, and specifications.

• Perform or cause to be performed, inspections necessary in connection with (a) above and require the Contractor to correct all deficiencies; perform acceptance for the Government.

• Maintain all liaison and direct communications with the Contractor. Written communications with the Contractor and documents will be signed as "Contracting Officer’s Representative” with a copy furnished to the Contracting Officer.

• Issue written interpretations of technical requirements of Government drawings, designs, and specifications.

• Monitor the Contractor's production or performance progress and notify the Contractor in writing of deficiencies observed during surveillance, and direct appropriate action to effect correction. Record and report to the Contracting Officer incidents of faulty or nonconforming work, delays, or problems.

• Obtain necessary security clearance and appropriate identification if access to Government facilities is required. If to be provided, ensure that Government furnished property is available when required.

• Technical direction for the Contract will be provided to the COR. The COR, with assistance from appropriate USAID expertise, will be responsible for monitoring the quality and effectiveness of Contractor’s performance toward achieving performance targets and contract results.

LIMITATIONS: The COR is not empowered to award, agree to, or sign any contract (including delivery or purchase orders) or modifications thereto, or in any way to obligate the payment of money by the Government. The COR may not take any action which may impact on the Contract schedule, funds, scope or rate of utilization of level of effort (LOE). All contractual agreements, commitments, or modifications which involve prices, quantities, quality, and schedules may be made only by the Contracting Officer.

(c) In the separately issued COR designation letter, the CO designates an alternate COR to act in the absence of the designated COR, in accordance with the terms of the letter.

(d) Contractual Problems - Contractual problems, of any nature, that may arise during the life of the Contract must be handled in conformance with specific public laws and…

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