H9821022R0001.pdf

SEE ADDENDUM

(No Collect Calls)

H9821022R0001 11-Aug-2022

b. TELEPHONE NUMBER

(571) 372-1981

8. OFFER DUE DATE/LOCAL TIME

10:00 AM 12 Sep 2022

5. SOLICITATION NUMBER 6. SOLICITATION ISSUE DATE

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA – FAR (48 CFR) 53.212

(TYPE OR PRINT)

(SIGNATURE OF CONTRACTING OFFICER)

ADDENDA X ARE

26. TOTAL AWARD AMOUNT (For Gov t. Use Only )

23.

CODE 10. THIS ACQUISITION IS

SUCH ADDRESS IN OFFER

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT

BELOW IS CHECKED

TELEPHONE NO.

H982109. ISSUED BY

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a. UNLESS BLOCK

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME

MELISSA TAMAYO

2. CONTRACT NO. 3. AWARD/EFFECTIVE DATE 4. ORDER NUMBER

(TYPE OR PRINT)

30b. NAME AND TITLE OF SIGNER 30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER

30a. SIGNATURE OF OFFEROR/CONTRACTOR 31a.UNITED STATES OF AMERICA

1 27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1. 52.212-4. FAR 52.212-3. 52.212-5 ARE ATTACHED.X

25. ACCOUNTING AND APPROPRIATION DATA

1. REQUISITION NUMBER

20.

ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED.

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, AND 30

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

ARE NOT ATTACHED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA ARE ARE NOT ATTACHED

(BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

. YOUR OFFER ON SOLICITATION

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

% FOR:SET ASIDE:UNRESTRICTED ORX

SMALL BUSINESS

17a.CONTRACTOR/ CODE FACILITY

OFFEROR CODE

DEFENSE HUMAN RESOURCES ACTIVITY

4800 MARK CENTER DRIVE,

SUITE 03E25

ALEXANDRIA VA 22350-4000

18a. PAYMENT WILL BE MADE BY CODE

RATED ORDER UNDER

DPAS (15 CFR 700)

13a. THIS CONTRACT IS A

13b. RATING

CODE15. DELIVER TO CODE HQ0584 16. ADMINISTERED BY

12. DISCOUNT TERMS11. DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

SEE SCHEDULE

14. METHOD OF SOLICITATION

RFQ IFB RFPX

JOINT ADVERT, MKT RES, STUDIES (JAMRS)

BRAD TERRILL

4800 MARK CENTER DRIVE, STE 06J25

ALEXANDRIA VA

TEL: 571-372-1932 FAX:

FAX:

TEL: SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

8(A)

HUBZONE SMALL

BUSINESS

SIZE STANDARD:

$16,500,000

NAICS:

541810

X

OFFER DATED

29. AWARD OF CONTRACT: REF.

DELIVER ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND

EMAIL:

TEL:

31c. DATE SIGNED

SEE SCHEDULE

SCHEDULE OF SUPPLIES/ SERVICESITEM NO. QUANTITY UNIT UNIT PRICE AMOUNT

24.22.21.19.

WOMEN-OWNED SMALL BUSINESS (WOSB)

ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

EDWOSB

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

(CONTINUED)

PAGE 2 OF68

ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED: ______________________________________________________

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE 32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f . TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

37. CHECK NUMBER

FINALPARTIALCOMPLETE

36. PAYMENT35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER

FINAL

33. SHIP NUMBER

PARTIAL

38. S/R ACCOUNT NUMBER 39. S/R VOUCHER NUMBER 40. PAID BY

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42a. RECEIVED BY (Print)

42b. RECEIVED AT (Location)

42c. DATE REC'D (YY/MM/DD) 42d. TOTAL CONTAINERS

STANDARD FORM 1449 (REV. 2/2012) BACK

Prescribed by GSA – FAR (48 CFR) 53.212

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

SEE SCHEDULE

20.

SCHEDULE OF SUPPLIES/ SERVICES

21.

QUANTITY UNIT

22. 23.

UNIT PRICE

24.

AMOUNT

19.

ITEM NO.

H9821022R0001

Section SF 1449 - CONTINUATION SHEET

ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0001 420 Months Marketing Communication Services - Labor

FFP

Provide marketing communication services - in accordance with the Performance Work Statement (PWS). The Government will retain ownership of all data rights.

FOB: Destination

PSC CD: R701

NET AMT

0002 70 Each Other Direct Expenses (ODE)

FFP

ODEs in support of Marketing Communication Services. The contractor shall obtain a minimum of three price quotes for all ODEs that are not on the pricing worksheet (attached to the contract at award) and exceed $2,500. The Government will retain ownership of all data rights.

0003 70 Unitless Travel

T&M Travel in support of services performed under this contract reimbursed in accordance with the PWS and Joint Travel Regulation (JTR). The Government's Not to Exceed (NTE) amount is estimated to be $382,583.00.

TOT ESTIMATED PRICE

CEILING PRICE

1001 84 Months OPTION Marketing Communication Services - Labor

FFP

Provide marketing communication services - in accordance with the Performance Work Statement (PWS). The Government will retain ownership of all data rights.

1002 14 Each OPTION Other Direct Expenses (ODE)

FFP

ODEs in support of Marketing Communication Services. The Contractor shall obtain a minimum of three price quotes for all ODEs that are not on the pricing worksheet (attached to the contract at award) and exceed $2,500. The Government will retain ownership of all data rights.

1003 24 Unitless OPTION Travel

T&M Travel in support of services performed under this contract reimbursed in accordance with the PWS and Joint Travel Regulation (JTR). The Government's Not to Exceed (NTE) amount is estimated to be $71,440.00.

TOT ESTIMATED PRICE

CEILING PRICE

PWS

Performance Work Statement (PWS) Office of People Analytics, Joint Advertising, Market Research and Studies

Marketing Communication Services

1.0 INTRODUCTION The Defense Personnel Analytics Center’s (DPAC) Office of People Analytics (OPA) through its Joint Advertising, Market Research and Studies (JAMRS) program requires a Contractor to perform full-service Integrated Marketing and Advertising services. OPA requires services associated with, but not limited to, brand planning; identifying target markets; design and development of creative content; conducting and administrating national multi-media advertising campaigns; secure database management; and maintaining and operating website properties.

2.0 BACKGROUND

OPA/JAMRS leads the Defense Human Resources Activity’s (DHRA) marketing communications effort in support of military recruiting and performs work on behalf of the Under Secretary of Defense for Personnel & Readiness [USD (P&R)]. Policy guidance for the OPA/JAMRS program is provided by the Deputy Under Secretary of Defense Military Personnel Policy (DUSD/MPP) office. OPA/JAMRS focuses its corporate advertising efforts on creating awareness of, interest in, and preference for the military among youth and the adults who influence them. Demands on today’s military and their families have never been greater, as Department of Defense (DoD) continues to recruit for its All-Volunteer Force. OPA/JAMRS provides valuable resources and communications programs from a holistic military perspective, enabling DoD and the Services to make informed, research-based decisions to enhance their individual recruiting efforts. OPA/JAMRS maintains databases and conducts research on a wide variety of military-related populations. OPA/JAMRS also executes programs on behalf of the Office of the Secretary of Defense (OSD), including corporate branding, advertising and marketing programs.

3.0 SCOPE

The Contractor shall provide a full range of marketing, corporate branding, and communications services. These include advertising, direct marketing, leads and marketing database certification and management, integrated media negotiation and buying (to include national TV, nonlinear TV, digital, and social media), website development and maintenance, interactive (digital) marketing, public relations, and brand strategy/research. These services shall complement and support the highly specialized recruiting and retention efforts of the Military Services (i.e. Army, Marine Corps, Navy, Air Force, Space Force, Coast Guard, and their Active, Guard and Reserve components). The contractor shall provide all necessary personnel, management, materials, administrative and technical services to meet the requirements specified under individual task orders, and in accordance with this PWS.

4.0 REQUIREMENTS The Contractor shall:

4.1. Provide Direct Marketing Services. Execute and analyze all aspects of the direct marketing program (direct mail, phone, interactive, email, and any other forms of direct-response marketing). Provide broad and targeted direct marketing, as well as micro-targeting, that incorporates effective timing of messages and a method of reaching target markets directly with diversity in advertising formats (e.g. phone, direct mail business reply cards, Internet and all other approved formats). Compile, reproduce, merge/purge, track and test direct-response services. Customize mailing/calling/contact lists and develop interactive (e.g. Internet) direct marketing programs (part of an integrated drive-to-web campaign). Explore and assess relevant new forms of direct marketing communication and submit to the Government.

4.2. Provide Interactive Marketing Services. Provide Interactive (digital) communications services related to the development and maintenance of websites, planning and execution of online advertising, and planning and execution of other forms of Interactive/Direct media – including new and emerging forms of technology. The Contractor must obtain Government approval of all products, campaigns, programs, materials, etc. before any distribution, display or publication.

4.2.1. Develop, operate, and maintain the Government’s targeted websites, todaysmilitary.com, myfuture.com, medicineandthemilitary.com, and OPA/JAMRS/DoD’s .mil or .gov related sites, information technology resources, Section 508 accessibility compliance, and web hosting/mastering capability. Development and operation include activities such as web hosting, site maintenance and updates (e.g. content and technical updates, site builds or redesigns, cybersecurity assessments and certification).

4.2.2 E-mail OPA/JAMRS stakeholders as required about program updates and events (e.g.

market research results, Direct marketing/Interactive Conferences/Seminars and new products).

4.2.3. Develop content for websites (e.g. copy, videos, imagery), and conduct online maintenance updates (e.g. photo change, update links, video updates, site management and architectural improvements) upon Government approval.

4.2.4. Maintain ongoing website metrics analysis reporting capability. The Contractor shall ensure that its web-based reporting tool is available with industry-standard security and service-levels (as an example of one of the required metrics, the connection must be available and properly functioning 99% of the time in each month for which the measure is taken) and complies with all applicable DoD website administration and privacy policies as referenced below in Section 8 and Applicable Documents.

4.2.5. Implement, monitor, and update search placements on Google, Bing, and other search engines for OPA/JAMRS website properties.

4.2.6. Plan and implement digital media campaigns, and produce multiple sizes/formats of digital media.

4.2.7. Develop content for paid placements, monitor developments, and technically maintain brand pages on social media platforms such as Facebook, YouTube, Instagram, and update the channels within 3 business days.

4.2.8. Conduct Information Assurance Vulnerability Alerts (IAVAs) patching as needed.

4.2.9. Conduct ongoing evaluation of 508 compliance and provide quarterly reports.

4.2.10. Attain, maintain and continuously update RMF cybersecurity certification and documentation for websites requiring authentication (e.g., OPA.mil).

4.3. Provide Public Relations Services. Assist the Government in strategizing, coordinating, and executing all Public Relations (PR) outreach programs and services to positively reach targets.

Help address and defuse issues (e.g. consumer and special interest group protests about capturing and using consumer data for recruiting) by providing technical details to the Government; train personnel on media interactions; produce a Joint Service print publication, support approved marketing campaigns and develop and execute a social media strategy. Services involve:

4.3.1. Promoting DPAC/OPA/JAMRS advertising and other marketing initiatives such as Futures magazine, and website properties through PR communication channels.

4.3.2. Draft language for multiple DoD public affairs media queries with media relations efforts and provide to the Government for its use in responding to DoD public affairs.

4.3.3. Draft language for press releases, public affairs guidance, press kits, and other media materials for Government to release.

4.3.4. Maintaining and updating existing crisis communications plans and working with OPA/JAMRS to help defuse issues that arise.

4.3.5. Conducting media training with OPA/JAMRS personnel, such as developing messages, understanding the media, and preparing for an interview.

4.3.6. Creating concepts, developing and producing a 40- to 48-page full-color Joint Service print publication through the mechanicals phase. The requirement includes, among other standard professional activities, all photographs, interviews with military candidates, and copying. The Contractor shall provide all photographs, written products and other materials to the Government via digital files.

4.3.7. Developing and executing earned media campaigns.

4.3.8. Develop content for organic placements, monitor developments, and technically maintain brand pages on social media platforms such as Facebook, YouTube, Instagram, and update the channels when requested.

4.3.8.1 Develop and update a social media brand strategy for the Government’s social media efforts.

4.4. Provide Brand Research and Integrated Media Strategy and Execution. Integrate the strategy and execution (once approved by the Government) of all media campaign programs across multiple media and disciplines. Evaluate current strategies and tactics (from both a media and messaging standpoint), and propose any necessary changes to strategies, or the tactical execution of those strategies. Provide recommendations in the areas of media mix and spending, as well as in the specific areas of media planning and content (creative) development and evaluation.

4.5. Provide Integrated Media Planning and Buying. Perform integrated media planning and buying functions, based on approval from the Government, that can seamlessly execute across a full array of traditional media forms (i.e., mass print and TV and radio broadcast, Cable), integrated/emerging media forms (e.g., nonlinear TV, streaming radio, podcasts and social media), and digital and direct marketing vehicles at national and local levels, with primary focus on national reach. Provide high value for media dollars, from both an efficiency and effectiveness standpoint, and be adept at all industry standard media measurement techniques to help evaluate the effectiveness and efficiency of its media buys. Ensure all requisite talent, music, and Internet/Broadcast usage rights are secured for the Government.

4.6. Provide Creative Development. Provide creative work that fully embraces OPA/JAMRS mission, and is well conceived to execute multi-disciplinary marketing communications programs. Produce and deliver creative work across various media based on relevant planning insights.

4.7. Provide Campaign Execution. Execute and evaluate prospect and adult influencer (e.g.

parents, teachers, coaches, clergy) marketing communications campaigns. Campaigns shall be executed through integrated print, TV and radio broadcast, online (e.g., nonlinear TV, streaming radio, social media), direct marketing and PR efforts. Provide support to the Government to evolve the current effort in terms of content and media placement.

4.8. Provide Production Services. Provide all commercial production services required for the execution of integrated, corporate branding, marketing and communications programs (including research, advertising, direct marketing, database marketing, interactive marketing, broadcast (TV and radio), Print and PR). Such production capabilities include all forms of art and graphic design services; all forms of commercial photography and videography services (film, digital and videotape); interactive marketing production (website, CD-ROM, DVD, Blu-Ray disc, etc.);

radio recording; and the revision/editing of all materials in any media format. The Contractor is responsible for complying with Screen Actors Guild-American Federation of Television and Radio Artists (SAG-AFTRA) talent and safety requirements as well as any other union, organization, or Government requirements applicable to any aspect of each production or effort.

4.9. Provide Marketing Database Services. Administer, maintain and store large amounts of Personally Identifiable Information (PII) data (i.e. Joint Leads, High School Master File [HSMF], College File, and the Selective Service System [SSS] file) in a highly secure manner in accordance with all applicable Federal law and policy including but not limited to the Privacy Act of 1974, “DoD Instruction (DoDI) 5015.02, DoD Records Management Program”, DoDI 5400.11, “DoD Privacy and Civil Liberties Programs”, and DoDI 8510.01, “Risk Management Framework (RMF) for DoD Information Technology (IT)” on a Government-owned information system. Compile, process, and distribute files based on the needs of OPA/JAMRS stakeholders as directed by the COR, upon a mutual showing of security compliance. Compile, reproduce, merge/purge, track and test direct-response services and/or customized lists. This includes setting processing specifications for every file release and review and quality control of all distributed fields to the Services and provides the ability to measure the effectiveness of list purchases through ongoing analysis as well as removal of names of individuals currently enlisted including those who are enlisting in the Armed Forces, and those who have asked that their names be removed from future recruitment lists.

4.9.1. Administer a Joint Leads program by compiling “leads” (i.e. people who request information) from sources that have historically included but are not limited to: SSS Direct Mail Brochure and Business Reply Cards, Futures magazine Business Reply Cards, and websites (e.g., todaysmilitary.com). Dates of receipt vary according to source of potential leads (e.g. web, daily; mail, daily). Upon receipt from the above sources, the Contractor shall place leads into the

Joint Leads file for database maintenance, processing, management and daily dissemination to the advertising agencies and Data Management Divisions of the Services.

4.9.2. Administer and maintain the HSMF comprised of youth who have not yet requested information on military service (i.e. potential leads) but are in the target age group. Sources shall include: commercial list vendors, state agencies (e.g. Departments of Motor Vehicles/Public Safety) and information on youth who have taken the Armed Services Vocational Aptitude Battery (ASVAB) in their high schools. The Contractor shall place all potential lead information from the above sources into the HSMF for database maintenance, processing, management and dissemination to the advertising agencies and Data Management Divisions of the Services.

4.9.3. Provide support to the Selective Service System to receive monthly registrant files.

Process the monthly SSS files on a quarterly basis. Process and distribute approximately three to six million names annually through SSS mail files. Manage the monthly Joint Service direct mail campaign to new SSS registrants, to generate recruiting leads for the Services.

4.9.4. Obtain college data files (more than three million names) from various national commercial list sources.

4.9.5. Process and store permanent, monthly suppression files of 7,000,000 names (from multiple sources including public opt-out requests and the Defense Manpower Data Center (DMDC) suppression file).

4.9.6. Continually maintain, update and upgrade the Direct and Interactive database solutions throughout the lifecycle of the system. Maintain DoD’s assessment and authorization in accordance with DoD Instruction 8510.01 Risk Management Framework (RMF) for DoD Information Technology (IT).

4.10. Provide Account Planning. Provide integrated account planning, strategy, resource management, assessment and mid-course correction as necessary.

4.10.1. Report and monitor (monthly, per project) deadlines/milestones and status of actions.

The report shall be accessible to OPA/JAMRS advertising staff (Director, Advertising Chief, and Project Officers).

4.10.2. Submit comprehensive and detailed annual plans to OPA/JAMRS each Fiscal Year (FY) that include a statement of key advertising objectives, strategies for achieving them, expected outcomes, evaluation procedures. The activities detailed in the plan shall be executable and feasible within the constraints provided by the OPA/JAMRS program. After OPA/JAMRS has reviewed the plan and provided feedback/guidance, the Contractor shall make any adjustments to the plan including if OPA/JAMRS decides the plan is not executable and/or feasible.

4.10.3. Preserve all digital content and files, films, tapes, commercials, slides, negatives, and any other items produced by the Contractor in performance of this contract and its task orders.

Maintain and inventory all data and media assets. The Contractor shall not file, register, or otherwise attempt to claim trademark or copyright protections for any such products without the

Contracting Officer’s written authorization to register the rights in the name of the Department of Defense or OPA/JAMRS. The Contractor shall not destroy, discard, transfer, or otherwise relinquish ownership or possession, as applicable, of any such items without OPA/JAMRS’ written approval. The Contractor shall provide the items to the Government upon request.

4.10.4. Maintain all master video and audio recordings, irrespective of medium, along with complete documentation concerning talent contracts, music rights, and other information pertaining to the broadcast, use, or distribution of any broadcast products. All broadcast products, whether the conract, task order, effort, project, or product is ultimately finalized, completed, abandoned, or terminated are the property of OPA/JAMRS. The contractor shall provide the items to the Government upon request.

4.10.5. Conduct a semi-annual inventory of materials developed during the contract, which lists all items stored and maintained by the Contractor, to include storage location. Ensure all materials and records are managed in accordance with the records management requirements of DoDI 5015.02 and section 4.15 below.

4.10.6. Coordinate, execute, manage and maintain all talent contracts, talent residuals, music rights, and other information pertaining to the usage or distribution of any broadcast or Internet products. Conform to SAG-AFTRA union requirements.

4.10.7. Secure end user licensing agreements to enable the Government’s unlimited access and use of commercial fonts, font libraries, and imagery/videography, across all developed marketing products.

4.11. Provide Measurement of Integrated Media Effectiveness. Employ standard advertising industry measures of effectiveness in media planning, placement, and evaluation to include reach and frequency, cost-per-thousand, Gross Rating Points (GRPs), audience composition, audited circulation data, and ratings. Online (digital) industry measures of media effectiveness should include, but are not limited to, site visits, page views, video views, time on site, time on page, Click Through Rate (CTR), link-offs to the Services’ sites, and leads generated for the Services.

These shall be used by the Contractor to determine the most cost-efficient media to reach target audiences. Conduct post-buy analyses by comparing actual results to the media plan(s). Obtain and finalize performance guarantees with media sources, pursuing make-good advertising placements if actual performance does not meet such guarantees. Obtain and finalize added-value opportunities for advertising purchases and placements.

4.12. Provide Brand Strategy Research and Reporting. Conduct brand strategy research, special studies, analysis and reporting. Review, revise, analyze, report on and/or develop customized brand/media research and special studies to support OPA/JAMRS and DoD stakeholder needs (i.e. the Secretary of Defense).

4.12.1. Continuously remain current on the DoD’s markets, especially that of influencers of youth (parents, educators, coaches, etc.), as well as the youth market, to include an in-depth understanding of the influence parents, educators and others have on youths’ career planning and decision-making, to develop persuasive, effective communications

4.12.2. Conduct user testing for OPA/JAMRS websites, and implement Government-approved site updates based upon testing recommendations.

412.3. Provide experienced marketing-oriented advice and recommendations on OPA/JAMRS research (such as tracking studies) and, for all research, the ability to generate actionable insights for outreach from the results and information.

4.12.4. Conduct brand communication-strategy research to aid in the development and/or refinement of outreach products.

4.13. Marketing Communications Training. Provide marketing communications training to DoD personnel through conferences and seminars (e.g. annual Joint Service Marketing Seminars and Advertising Boot Camps).

4.14. 508 Compliance. Make certain all Electronic and Information Technology, as defined at FAR 2.101, supplied under this contract’s task orders, conform to the Architectural and Transportation Barriers Compliance Board Electronic and Information Technology Accessibility Standards (36 CFR §1194). The applicable standards are available at http://www.access-board.gov/sec508/guide/index.htm. The following standards apply to this contract and all task orders: 1194.31 “Functional Performance Criteria”, 1194.24 “Video and Multimedia Products” and 1194.22 “Web Based Intranet and Internet Information and Applications”.

4.15 Records Management Compliance. In accordance with 36 CFR Chapter XII Subchapter B, all data created for Government use and delivered to, or falling under the legal control of, the Government are Federal records subject to the provisions of 44 U.S.C. chapters 21, 29, 31, and 33, the Freedom of Information Act (FOIA) (5 U.S.C. 552), as amended, and the Privacy Act of 1974 (5 U.S.C. 552a), as amended and must be managed and scheduled for disposition only as permitted by statute or regulation.

4.16. Provide Collateral Materials. Develop collateral materials that promote or augment marketing, media and military awareness efforts (e.g. pamphlets, magazines, booklets, brochures, leaflets, newsletters, newspaper advertisements, catalogs, coins, printed and/or electronic displays, posters), and by developing trade show/exhibits, conference and event-planning services; consumer promotion and event marketing; and multicultural target marketing.

4.17. OPA supports Branding, Advertising, and Marketing Support of Other OSD Stakeholders under this contract. OPA assists other OSD stakeholders (e.g. Recruiting Command leadership), DHRA, and the Secretary of Defense & programs (e.g. Under Secretary of Defense for Personnel and Readiness, Defense Civilian Personnel Advisory Service (DCPAS), Sexual Assault Prevention and Response Office (SAPRO), Federal Voting Assistance Program (FVAP) and Common Access Card (CAC) programs) with branding, advertising, and marketing support as required.

4.18. Provide a Project Management Plan. Include a project management plan that provides complete program management support that fully integrates, controls, and documents all phases of the contract requirements. The project management plan shall provide a summary of the necessary managerial, administrative, and financial management resources necessary to ensure the quality of program strategies and executions, ensure the execution and integrity of databases, and adhere to established financial reporting procedures. The project management plan must fully address how the Contractor will accomplish and implement the PWS requirements for the various marketing communications and database services, including any significant partner and/or subcontract resources and how the activities of those partners and/or subcontract resources will be effectively integrated on behalf of OPA/JAMRS programs.

4.19 Provide Transition of Contract Services. Provide a plan for transition in and out services to ensure minimum disruption to vital Government business. This plan shall address how the Contractor will work with the incumbent and/or successor contractor and Government personnel to ensure that there will be no service degradation during and after the transition-in period (initial ninety (90) day period after date of contract award) and during the transition-out period (ninety

(90) day period prior to date of contract expiration). Steps required for the transition include, but are not limited to: transfer of physical and digital media, transfer of database managing services to include preservation of operation, functional, and technical requirements of the system as it migrates from the incumbent to the successor, transfer of website management services and other administrative services.

4.20 Participate in a Post-Award Conference. This meeting shall provide an introduction between the Contractor personnel and Government personnel who will be involved with the contract. The meeting shall provide the opportunity to discuss technical, management and security issues. The Post Award Conference will aid both the Government and Contractor in achieving a clear and mutual understanding of all requirements, and identify and resolve any potential issues. The Contractor shall be prepared to discuss any items requiring clarification and gather information as necessary to support each deliverable.

5.0 DELIVERABLES

The Contractor shall provide deliverable(s) in a format determined by the Government. All deliverables will be reviewed for timeliness, accuracy and format. If a deliverable due date falls on a weekend or holiday, the Contractor shall submit the deliverable on the last work day prior to the due date. In fulfillment of this effort, the Contractor shall provide the following deliverables to the COR.

Deliverable PWS Ref. Delivery Date

Post award conference 4.19 No Later than (NLT) 5 business days after contract award

Status Report 4.10.1 Sixth business day each month

Annual Plan Report 4.4 and 4.10.2

NLT 31 August

508 Compliance Report 4.2.9 28 February, 31 May, 31 August, & 30 November

Inventory of Materials 4.10.5 30 June & 31 December

Deliverable PWS Ref. Delivery Date

Manpower Reporting 6.1 NLT 31 October

Annual Small Business Subcontracting Progress Report

6.2 NLT 30 days after each period

of performance

6.0 ANNUAL REPORTING

6.1 The contractor shall report ALL contractor labor hours (including subcontractor labor hours) required for performance of services provided under this contract via SCR which has replaced the legacy Enterprise Contractor Manpower Reporting Application (ECMRA). SCR is located in in the System for Award Management (SAM) (https://sam.gov). Reporting inputs will be for the labor executed during the period of performance during each Government fiscal year (FY), which runs October 1 through September 30. While inputs may be reported any time during the FY, the reporting period for contractors in SAM is generally open from mid-October to mid- December for reporting against the prior government fiscal year, all data shall be reported no later than October 31 of each calendar year, unless a later date is otherwise authorized by the Department of Defense.

6.2 The contractor shall submit an annual report in the contractor’s format to demonstrate its small business subcontracting towards its goals. The report is due no later than 30 days after the end of each period of performance, and shall be submitted to the CO and COR. Additionally the contractor shall submit the report via email to the DHRA Office of Small Business Programs at dodhra-small-business@mail.mil.

7.0 CONTRACTOR TRAVEL. Travel is included in this contract and shall be specified by task order. Travel will include but not be limited to: meetings, briefings, conferences, photography/videography shoots, interviews, focus groups and other research. Contractor costs for Government authorized travel are included in this contract. All travel shall be approved in advance by the COR or CO and in accordance with FAR 31.205-46 and applicable travel regulations (Joint, Federal or Standardized). Contractor payment claims shall include applicable documentation to support actual costs incurred (e.g. airfare and hotel/lodging receipts) as well as any receipts valued at or above $75.00. No fee or G&A will be allowed, only actual costs will be reimbursed. Failure to provide appropriate documentation may result in loss of reimbursement of travel expenses.

8.0 SECURITY

8.1 Personnel Security. Overarching security requirements are unclassified access. The Contractor/Subcontractor personnel under this contract will require unclassified access to DoD network(s), Information Technology (IT) systems, Government Furnished Equipment (GFE), DOD credential, also known as the Common Access Card (CAC) for physical and logical access to federally controlled facilities and or DoD Information Systems (IS) with Personally Identifiable Information (PII) or Controlled Unclassified Information (CUI).

8.1.1 All Contractor personnel assigned to this contract are required to obtain and maintain the appropriate background investigation (BI) and adjudication or suitability determination in accordance with DODI 5200.02-DoD Personnel Security Program (PSP)

8.1.2 The contractor/subcontractor personnel on this contract will be designated as Non- Critical Sensitive for Unclassified access.

8.1.3 Provide personnel already vetted or able to undergo a background investigation according to Department of Defense (DoD) regulations.

8.1.4 Must have or be able to obtain a completed Tier 3 (T3), an equivalent, or higher BI according to the Defense Counterintelligence and Security Agency (DCSA) and the Office of Personnel Management (OPM) investigative alignment.

8.2 Staffing. The personnel supporting this contract requiring a DHRA sponsored CAC, access to DoD network(s), CUI/PII data or IT/Information Systems must be Citizens of the United States. This includes personnel assigned or working on the contract at any remote sites.

8.3 Onboarding. Prior to requesting access to DHRA sponsored resources (e.g., DoD credential(s), IT systems, information systems, email or facility), the personnel must have a favorably adjudicated, T3 BI and Personnel Security Investigation (PSI) equivalent to DoD investigative standards of equal or greater in scope than T3.

8.4 Listing of Employees & Clearance Documentation. The Contractor shall maintain a current listing of employees. Within 10 calendar days of contract award, the Contractor shall provide the COR a list with the names, location of performance and clearance requirements of all company employees assigned to this effort. The list shall be validated and signed by the company DHRA Personnel Security. An updated listing shall be provided when an employee's status or information changes.

8.5 Access To Sensitive Information. To the extent that the work under this contract requires the Contractor to have access to DoD sensitive information the Contractor shall after receipt thereof, treat such information as confidential and safeguard such information from unauthorized use and disclosure. The Contractor agrees not to appropriate such information for its own use or to disclose such information to third parties unless specifically authorized by the Government in writing.

8.5.1 The Contractor shall allow access only to those employees who need the sensitive information to perform services under this contract and agrees that sensitive information shall be used solely for the purpose of performing services under this contract. The Contractor shall ensure that its employees will not discuss, divulge or disclose any such sensitive information to any person or entity except those persons within the Contractor’s organization directly concerned with the performance of the contract.

8.6 Information Technology (IT) Level Investigation Requirements. The contractor/subcontractor personnel supporting this contract will require IT-II level access to

DHRA IT & Information.

8.6.1 Contractor personnel, who perform work on sensitive networks, IT systems or applications, will be required to obtain and maintain the appropriate investigation and adjudication determination. The Contractor shall assure that individuals assigned to the contract undergo the respective BI and have obtained the proper eligibility, based on job function or tasks performed by the contractor personnel.

8.6.2 IT-Level position category designation does not imply or convey access to classified information.

8.6.3 The IT Level will determine the access level needed to perform work on the DoD IT Systems/Networks. The IT access level is designated based on the IT system/network requirements according to the DoD Cyber, Security Technical Implementation Guides (STIGs) https://public.cyber.mil/stigs/.

8.6.4 It is the responsibility of the contractor to ensure the employees meet the appropriate Tier investigation prior to requesting IT access. The applicable IT access level is IT-II – Moderate Risk: All personnel in positions in which the individual is responsible for the-direction, planning, design, operation, or maintenance of a computer system, and whose work is technically reviewed by a higher authority of the IT-I to ensure the integrity of the system. All personnel identified in one or more of these job functions must complete a T3/T3R, an equivalent or higher BI to meet the Noncritical-Sensitive role. Roles may include, but are not limited to:

Access to and/or processing of proprietary data, information requiring protection under the Privacy Act of 1974.

Those with the ability to aggregate and extract data en masses from an automated records repository containing PII.

Other positions designated by the Agency head that involve a degree of access to a system that creates a significant potential for damage or personal gain less than that in IT-I positions.

8.7 Personal Identifiable Information (PII) and Tier Investigations. All personnel supporting this contract require a T3 BI and must protect PII data according to the Privacy Act of 1974. Personnel requiring access to Information Technology (IT) or access to DoD Information Systems that contain military active duty, guard, or reservists’ PII or information pertaining to Service members that are otherwise protected from disclosure.

8.7.1 The Contractor shall report immediately to the DHRA Privacy Office and secondly to the COR discovery of any Privacy breach.

8.8 Controlled Unclassified Information Requirements for DoD Contractors. The following procedures will be used to protect Controlled Unclassified Information (CUI) documents and materials:

8.8.1 HANDLING: Access to CUI material shall be limited to those employees needing the material to perform their duties. The CUI marking is assigned to documents and material created by a DoD User Agency. CUI is not a classification, but requires extra precautions to ensure it is properly safeguarded and disseminated and is not released to the public without government authorization.

8.8.2 MARKING: Mark unclassified documents containing CUI: “CUI" at the top and bottom of each page, include the CUI warning box, and the CUI Designation Indicator Block as required in DoDI 5200.48.

8.8.3 Mark other records such as computer print outs, photographs, films, tapes, or slides in accordance with DoDI 5200.48 so the receiver or viewer knows that it contains CUI material.

8.8.4 Mark a message containing material in accordance with DoDI 5200.48. Unclassified messages containing CUI material must show the abbreviation (CUI) before the text begins.

8.8.5 Ensure documents transmitting CUI material call attention to any attachments containing

CUI.

8.8.6 CUI material released to a contractor by a DoD user agency must have the following statement on the front page or cover:

THIS DOCUMENT CONTAINS CUI MATERIAL AND MUST BE REVIEWED BY A

GOVERNMENT REPRESENTATIVE UNDER THE REQUIREMENTS OF DODI

5200.48, DODI 5230.09, and DODI 5230.29.

8.8.7 STORAGE: During normal duty hours, place CUI material in an out-of-sight location if your work area is accessible to persons who do not have an authorized government purpose for access to the material. After normal duty hours, store CUI material to prevent unauthorized access. File with other unclassified records in unlocked files or desks when internal building security is provided and the file is marked as CUI. When there is no internal security, locked buildings or rooms usually provide adequate after hours protection. For additional protection, store CUI material in locked containers such as file cabinets, desks, or bookcases.

8.8.8 TRANSMISSION: CUI documents and materials may be transmitted via first class mail, parcel post or for bulky shipments-fourth class mail. Within the CONUS discussion of CUI material on the telephone is authorized if necessary for the performance of the contract and no alternative is available. Electronic transmission of CUI (voice, data, or facsimile) should be by approved secure communications systems whenever practical. If there is a fax transmission, the sender must ensure the intended receiver is available to receive it or a cover sheet will be used to allow carrying it to the final recipient to avoid unauthorized disclosure of the CUI.

8.8.9 RELEASE: CUI material shall not be released outside of the contractor’s facility except to the representative of DoD or DHRA.

8.8.10 DESTRUCTION: When the CUI material no longer meets the threshold for safeguarding and dissemination, it shall be immediately decontrolled, be processed through the records management process, and destroyed by the approved methods identified in DoDI 5200.48 precluding its disclosure to unauthorized individuals by rendering it unreadable, indecipherable, and irrecoverable.

8.9 Position of Trust (POT) Requirements. DCSA and OPM offers the Tier background investigations, Tier 1 (T1) – Tier 5 (T5) for Position of Trust determination. The T5 being the most stringent investigation and T1 being the least stringent.

8.9.1 The Government is responsible for the cost of POT or sponsor a DoD-determined equivalent background check for unclassified access.

8.9.2 The Position of Trust BI process for designated Contractor employees supporting this contract must be initiated immediately after contract award and be completed prior to the end of the transition period. Submit a request and list of personnel for security investigation to the DoD Government Security Office point of contact(s) to be provided by the COR- NLT five (5) business days after contract award.

8.9.3 Per DCSA a T-3 BI meets the requirement for a Noncritical-Sensitive position. A new application for a DoD T3 BI for Position of Trust determination requires FBI fingerprints check, proof of US Citizenship and a Personnel Security Questionnaire (PSQ) on the Standard Form (SF) 86 using the Electronic Questionnaire for Investigations Processing (eQIP). The Contractor employees shall provide all requested information pursuant to the Privacy Act of 1974 when requested by the Government. The Government Security Office will provide instructions according to the individual case and Tier BI to access the eQIP system. For information visit:

eQIP: https://www.dcsa.mil/is/eqip.

8.9.4 Reciprocity. The DHRA-DEOC Security and DLA Personnel Security (PERSEC) will use reciprocity to the extent possible and if necessary will request re-adjudication by the (DoD) Consolidated Adjudications Facility (CAF) to support the DoD standards per Executive Order E.O 13488, Granting Reciprocity on Excepted Service and Federal Contractor Employee Fitness and Reinvestigating Individuals in Positions of Public Trust.

8.9.4.1 A BI equivalency will be according to the investigative alignments offered by the OPM and the DCSA here, https://www.dcsa.mil/Portals/91/Documents/pv/GovHRSec/Position_Designation_Investigation_ Type_Chart_Sept_2017.pdf

8.9.4.2 Reciprocity consideration includes verifying break in service longer than 24 months as a US Military, US Civilian or US Contractor from the last favorable investigation.

8.9.5 A new Position of Trust applicant under this contract must obtain at a minimum interim eligibility from the Defense Logistics Agency (DLA) prior to the assignment and performance of their duties in support of the Government in this contract.

8.9.6 DHRA’s interim Position of Trust eligibility is sponsored by DHRA-DEOC Security and approved by the Defense Logistics Agency (DLA) PERSEC.

8.9.7 Eligible interim Position of Trust personnel expectations include, but are not limited to:

8.9.7.1 Comply with all personnel security requirements as specified by DHRA-DEOC Security and DLA PERSEC;

8.9.7.2 Attain and maintain favorable FBI fingerprint results;

8.9.7.3 Comply with all investigative and adjudicative requirements, which includes responsiveness to time-sensitive requests (e.g., interview(s), additional information or clarification) from the DLA PERSEC, investigator or the adjudicative agency (CAS);

8.9.7.4 Attain and maintain favorable eligibility to the designated BI.

8.10 Controlled/Restricted Areas. The Contractor shall be compliant with local procedures for entry to DHRA controlled/restricted areas where Contractor personnel will work.

8.11 Physical Security. The Contractor shall safeguard all Government property and controlled forms provided for Contractor use and adhere to the Government property requirements contained in this contract. At the end of each work day, all Government facilities, equipment and materials shall be secured.

8.12 Pass and Identification Items. The Contractor shall ensure the pass and identification items required for contract performance are obtained for employees and non-government owned vehicles.

8.13 DoD Credentials/Common Access Card (CAC). Contractor personnel who are assigned to perform work under this contract shall be suitable to obtain a DoD credential or CAC. The cost is borne by the Government.

8.13.1 Comply with HSPD-12 Personal Identity Verification (PIV) issuance requirements. Be responsible for obtaining a CAC or PIV and be in ready status prior to requesting access to DoD resources such as DoD Facilities, DoD IT/Information Systems (IS).

8.13.2 CAC Applicant supporting this contract will need to meet the following requirements:

8.13.2.1 Execute, obtain/maintain a favorable FBI National Criminal History Check (fingerprint check);

8.13.2.2 Have an open Tier 3 or equivalent BI to meet Noncritical-Sensitive role;

8.13.2.3 Be ready to provide two forms of identification (I-9 document);

8.13.2.4 Provide proof of U.S Citizenship.

8.14 Retrieving Identification Media. The Contractor shall retrieve all identification media, including vehicle passes from employees, including those who depart for any reason before the contract expires; e.g. terminated for cause, retirement, etc.

8.15 Key Control/Access Badge Control. The Contractor shall establish and implement methods of making sure all keys/badges issued to the Contractor by the Government are not lost or misplaced and are not used by unauthorized persons. The Contractor shall not duplicate any keys issued by the Government.

8.15.1 Prohibited Use. The Contractor shall prohibit the use of keys, issued by the Government, by any persons other than the Contractor’s employees and the opening of locked areas by Contractor employees to permit entrance of persons other than Contractor employees engaged in performance of contract work requirements in those areas.

8.16 Conduct while on Government Installation. The CO may direct the contractor to remove an employee(s) from an assignment under this contract for reasons of security or misconduct.

8.17 Weapons, Firearms, and Ammunition. Contractor employees are prohibited from possessing weapons, firearms, or ammunition, on themselves or within their contractor-owned vehicle or privately-owned vehicle while on all DHRA installations.

8.18 Reporting Requirements. Contractor personnel shall report to an appropriate authority any information or circumstances of which they are aware may pose a threat to the security of DOD personnel, Contractor personnel, resources, and classified or unclassified defense information.

8.19 Government Furnished Equipment (GFE). The Contractor shall establish and implement procedures to ensure all GFE to include laptops and other data processing devices, issued to the Contractor by the Government are not lost or misplaced, are not used by unauthorized persons or are not subject to unauthorized external devices. The Contractor shall immediately report to the COR any occurrences of lost GFE within two (2) hours of discovery of occurrence. In the event that GFE is lost, the Contractor may be required, upon written direction of the CO, to replace the equipment at no additional cost to the Government. The Government may replace the equipment and deduct the cost of such from the monthly payment due the Contractor.

8.20 Offboarding. Upon completion of the contract, an employee’s relocation or termination of an employee, or upon request from the COR in accordance with DHRA centers or offices security policies coordinate the employees…