RFQ_OPIC19Q0001_final.pdf

Overseas Private Investment Corporation (OPIC)

Request for Quotation (RFQ)

OPIC19Q0001

Media Strategy

COMBINED SYNOPSIS/SOLICITATION FOR COMMERCIAL ITEMS

General Information

Document Type:

Solicitation Number:

Response Date:

Combined Solicitation/Synopsis

OPIC19Q0001

November 9, 2018

NAICS Code: 541820 Product or Service Code: R708

Section 1.0 - Contracting Office Address:

Overseas Private Investment Corporation (OPIC) 1100 New York Avenue, NW Washington DC, 20527

Section 2.0 – Description:

This is a combined synopsis/solicitation for commercial items prepared in accordance with the format in Federal Acquisition Regulation (FAR) subpart 12.6, “Streamlined Procedures for Evaluation and Solicitation for Commercial Items,” as supplemented with additional information included in this notice.

This procurement is being conducted IAW FAR Part 13 Simplified Acquisition Procedures; therefore, competitive range determinations as provided for in FAR Part 15 Contracting by Negotiation, are not applicable under this FAR Part 13 acquisition.

This solicitation is a Request for Quotations (RFQ). The solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular (FAC 2005-100). The associated North American Industrial Classification System (NAICS) code for this procurement is 541820 with a small business size standard of $15 million.

Section 3.0 – Requirements: See Attachment 1 – Statement of Work

Section 4.0 - Period of Performance: Contract is for one (1) year with two (2) option years from date of award. Anticipated award date is November 30, 2018.

Base Year November 30, 2018 – November 29, 2019 Option Year 1 November 30, 2019 – November 29, 2020 Option Year 2 November 30, 2020 – November 29, 2021

Section 5.0 - Place of Performance: The primary place of performance shall be off-site in the Washington, D.C. area with meetings at OPIC located at 1100 New York Avenue, NW, Washington DC.

Section 6.0 – Contract Overview: OPIC anticipates awarding one (1) time and materials price contract from this solicitation.

Section 7.0 - FAR Provisions and Clauses:

The full text of FAR provisions or clauses may be accessed electronically at http://acquisition.gov/comp/far/index.html.

http://acquisition.gov/comp/far/index.html

The following FAR provisions and clauses apply to this acquisition and are incorporated by reference:

1. FAR 52.203-6, “Restrictions on Subcontractor Sales to the Government (SEP 2006) with Alternate I” (OCT 1995)

2. FAR 52.204-7, “System for Award Management” (Oct 2016)

3. FAR 52.204-13, “System for Award Management Maintenance” (Oct 2016)

4. FAR 52.212-1, “Instructions to Offerors–Commercial Items” (Jan 2017)

5. FAR 52.212-4, “Contract Terms and Conditions–Commercial Items” (Jan 2017)

6. FAR 52.212-4 “Contract Terms and Conditions -- Commercial Items, Alternate I” (May 2015)

7. FAR 52.232-7 “Payments under Time-and-Materials and Labor-Hour Contracts” (Aug 2012)

8. FAR 52.232-39, “Unenforceability of Unauthorized Obligations” (Jun 2013)

9. FAR 52.212-3, “Offerors Representations and Certifications–Commercial Items” (Nov 2017)

10. FAR 52.246-6, “Inspection – Time and Material and Labor Hour” (May 2001)

Offerors must complete annual representations and certifications on-line at https://www.sam.gov/portal/SAM/#1 in accordance with FAR 52.212-3, “Offerors Representations and Certifications–Commercial Items.” If paragraph (j) of the provision is applicable, a written submission is required.

11. FAR 52.212-5, “Contract Terms and Conditions Required to Implement Statutes or Executive Orders” (Jul 2018)

The following subparagraphs of FAR 52.212-5 are applicable:

FAR 52.204-10 Reporting Executive Compensation and First-Tier Subcontract Awards (OCT 2016)

FAR 52.204-14 Service Contract Reporting Requirements (OCT 2016) FAR 52.209-6 Protecting the Government’s Interest When Subcontracting with Contractors

Debarred, Suspended, or Proposed for Debarment (OCT 2015) FAR 52.209-9 Updates of Publicly Available Information Regarding Responsibility Matters

(JUL 2013)

FAR 52.219-8 Utilization of Small Business Concerns (JAN 2017) FAR 52.219-9 Small Business Subcontracting Plan (JAN 2017) FAR 52.222-3 Convict Labor (JUNE 2003) FAR 52.222-19 Child Labor—Cooperation with Authorities and Remedies (JAN 2018) FAR 52.222-21 Prohibition of Segregated Facilities (APR 2015) FAR 52.222-26 Equal Opportunity (SEPT 2016) FAR52.222-35 Equal Opportunity for Veterans (OCT 2015) FAR 52.222-36 Equal Opportunity for Workers with Disabilities (JUL 2014) FAR 52.222-37 Employment Reports on Veterans (FEB 2016) FAR 52.222-40 Notification of Employee Rights Under the National Labor Relations Act

(DEC 2010)

FAR 52.222-50 Combating Trafficking in Persons (MAR 2015) FAR 52.222-54 Employment Eligibility Verification (OCT 2015) FAR 52.223-18 Encouraging Contractor Policies to Ban Text Messaging While Driving (AUG

2011) FAR 52.225-13 Restrictions on Certain Foreign Purchases (JUN 2008) FAR 52.232-33 Payment by Electronic Funds Transfer – System for Award Management (JUL

2013) https://www.sam.gov/portal/SAM/#1 https://www.acquisition.gov/far/html/52_200_206.html#wp1141649 https://www.acquisition.gov/far/html/52_222.html#wp1147479 https://www.acquisition.gov/far/html/52_222.html#wp1147656 https://www.acquisition.gov/far/html/52_222.html#wp1147711 https://www.acquisition.gov/far/html/52_222.html#wp1158632 https://www.acquisition.gov/far/html/52_222.html#wp1162802 https://www.acquisition.gov/far/html/52_222.html#wp1148123

The following FAR provisions and clauses apply to this acquisition and are incorporated by full text:

1. FAR 52.212-2 -- Evaluation -- Commercial Items (Oct 2014)

(a) The Government will award a contract(s) resulting from this solicitation to the responsible offeror(s) whose offer conforming to the solicitation will be most advantageous to the Government, price and other factors considered.

(b) Options. The Government will evaluate offers for award purposes by adding the total price for all options to the total price for the basic requirement. The Government may determine that an offer is unacceptable if the option prices are significantly unbalanced. Evaluation of options shall not obligate the Government to exercise the option(s).

(c) A written notice of award or acceptance of an offer, mailed or otherwise furnished to the successful offeror within the time for acceptance specified in the offer, shall result in a binding contract without further action by either party. Before the offer’s specified expiration time, the Government may accept an offer (or part of an offer), whether or not there are negotiations after its receipt, unless a written notice of withdrawal is received before award.

(End of Provision)

FAR 52.217-8 -- Option to Extend Services (Nov 1999)

The Government may require continued performance of any services within the limits and at the rates specified in the contract. These rates may be adjusted only as a result of revisions to prevailing labor rates provided by the Secretary of Labor. The option provision may be exercised more than once, but the total extension of performance hereunder shall not exceed 6 months. The Contracting Officer may exercise the option by written notice to the Contractor within 15 calendar days of contract expiration.

(End of Clause)

52.217-9 -- Option to Extend the Term of the Contract (Mar 2000)

(a) The Government may extend the term of this contract by written notice to the Contractor within one (1) day of contract expiration; provided that the Government gives the Contractor a preliminary written notice of its intent to extend at least 30 days before the contract expires. The preliminary notice does not commit the Government to an extension.

(b) If the Government exercises this option, the extended contract shall be considered to include this option clause.

(c) The total duration of this contract, including the exercise of any options under this clause, shall not exceed 66 months (5 years, 6 months).

(End of Clause)

Section 8.0 Task Management and Cost Control Procedures

Although the general scope of the contract is well defined, at the time of award, the frequency and level of effort is not known for every task that will be required under this contract. In addition to the deadlines listed in the deliverables schedule and within the yearly Not-to-Exceed (NTE) 10,000 labor hours ceiling, future tasks awarded under this contract will be subject to various deadlines and NTE price ceilings. Due to the dynamic nature of the work, the COR will communicate directly with the vendor to initiate individual delivery dates and NTE price ceilings within scope of this contract as tasks are identified. The COR will issue a written notice to the vendor when deadlines, tasks, or NTE price ceilings need to be adjusted. NTE price ceilings will be established based upon the prices/rates listed in the contract. At kick-off and at other times throughout the life of the contract, the COR will meet with the vendor to discuss and modify deadlines, tasks and NTE price ceilings. Modifications to this contract are not necessary to initiate tasks, deadlines, or NTE price ceilings. Any price/rate adjustments not proposed and accepted at time of award will not be honored.

Section 9.0 Evaluations Factors/Basis for Award

The Government intends to award a single contract through a competitive two phase process to the Vendor whose proposal is considered most advantageous to the Government. The evaluation factors are in descending order of importance and when combined are significantly more important than Cost/Price;

however, as technical becomes more equal, Cost/Price will become more important. In the course of evaluating cost/price, the Government will not assign a confidence rating to the Vendor’s business proposal.

In the course of evaluating factors 1, 2, and 3 of Phase 1, the Government will assign a confidence rating to the Vendor’s Technical Proposal.

After the Government completes evaluation Factors 1, 2, and 3, Vendors will receive an advisory notification via email from the CO. This notification will advise the Vendor of the Government’s advisory recommendation to proceed or not to proceed with Phase 2 submission. Vendors who are rated most highly for factors 1, 2, and 3 will be advised to proceed to Phase 2 of the submission process. Vendors who were not among the most highly rated will be advised that they are unlikely to be a viable competitors, along with the general basis for the Government’s advisory recommendation. The intent of this advice is to minimize administrative costs and time costs for those Vendors with very little chance of receiving an award. Phase 1 evaluation factors are more important than Phase 2 evaluation factors.

The Government intends to provide no more than 3 Vendors with an advisory notification to proceed.

However, the Government’s advice will be a recommendation only, and the Vendors who are advised not to proceed may elect to continue their participation in the procurement. This is not a competitive range determination and the Government does not intend to hold discussions or provide debriefings after the completion of the advisory notifications. Failure to participate in Phase 1 of the procurement by the due date precludes further consideration of Vendor. For those Vendors that are rated most highly and advised to proceed to Phase 2 of the submission process, the CO will include detailed Phase 2 instructions on the advisory notice. In the course of evaluating factor 4, in Phase 2 the Government will assign a confidence rating to the Vendor’s Technical Proposal.

PHASE 1

TECHNICAL PROPOSAL

FACTOR 1-TECHNICAL APPROACH

The Vendor will be evaluated on their ability to demonstrate understanding of the requirement as stated in Sections 3.0 of the SOW by providing a narrative as to how each service will be structured and executed.

The Vendor shall submit a technical approach that will be used in providing OPIC with editorial services, digital media and design support as well as public relations, and media support and strategy to achieve the OPIC in the SOW.

FACTOR 2-QUALIFICATIONS OF KEY PERSONNEL

The Vendor will be evaluated on their ability to provide qualified, competent personnel for the project.

Resumes shall be provided for individuals designated as Key Personnel. Individuals holding Senior Engagement Lead/Project Manager and Analyst or Senior Analyst Staff positions shall have experience in management of public relations, outreach and marketing, media training, and website and online site maintenance.

Vendors shall demonstrate they have qualified personnel who can perform the duties outlined in 1.7.1, 1.7.2, 2.1, and 4.0 of the SOW.

FACTOR 3-CORPORATE CAPABILITY AND RELEVANT EXPERIENCE

The Vendor will be evaluated based on their ability to provide a minimum of three projects to establish previous relevant experiences in performance for technical projects similar in scale, scope, and complexity to the requirement being competed. The Vendor shall reference all projects performed as a Prime Contractor within the last three (3) years. The Vendor shall also specifically address its resilience in the face of trouble, resourcefulness, and management determination to see that the organization lived up to project commitments or standards. The Vendor shall provide examples of accomplishments to indicate an ability to implement the proposed methods and techniques for solving problems (examples should cite specific situations which occurred and how resolution was reached).

PHASE 2

FACTOR 4 - ORAL PRESENTATIONS

The Vendor will be evaluated on their ability to prepare an oral presentation that visually demonstrates the technical approach, corporate capabilities, and relevant experience detailed in the Technical Proposal (Phase 1).

BUSINESS PROPOSAL

The Government will evaluate price, which should include every element which constitutes your total price (direct labor, material, overhead, general and administrative expenses, fixed fees, and any discounts). The Government will evaluate price, an unrated evaluation factor, based upon the use of any one or several price evaluation techniques as may be deemed necessary to determine that the proposed price is fair and reasonable, such as:

a. Adequate Price Competition; and

b. Comparison of the proposed price with prices obtained through market research for the same or similar services, and

c. Other techniques in accordance with FAR 12 and 13.

BASIS FOR AWARD

All evaluation factors other than cost/price, when combined, are significantly more important than cost or price. As technical differences narrow, cost/price will become more important. If there are no significant technical differences, cost/price may be the determining factors for source selection. This is a trade-off source selection. The Government may or may not award to the lowest priced Vendor or highest technically rated Vendor.

Section 10.0 - Submission Requirements and Quote Due Date:

The deadline for questions is October 22, 2018 at 9:00 am EST. Responses to questions will be posted as an amendment to the RFQ. Questions shall be submitted electronically to Arlette.Tongue@opic.gov and Emily.McLaughlin@opic.gov.

The deadline for phase 1 technical and price quote shall be received no later than November 9, 2018 at 12:00 p.m. EST. Quotes shall be submitted electronically to Arlette.Tongue@opic.gov and Emily.McLaughlin@opic.gov. *Phase 2 is tentatively scheduled for the week of November 12-16, 2018.*

PHASE 1

The quote shall be prepared in two parts: Volume 1 Technical Proposal and Volume 2 Business Proposal.

Each part shall be evaluated independently. The following instructions establish the acceptable minimum requirements for the format and content for the Technical and Business Proposal.

Each Volume must contain a Table of Contents providing sufficient detail to allow evaluators to easily locate all important Volume elements. All pages, tables, figures, and charts must be clearly numbered using a consistent numbering system.

General Formatting. The specified format for the Technical Volume and Cost/Price Volume is:

(1) Pages must be standard 8 ½” by 11” size and the font must be 12 point Times New Roman. The font size for tables, figures, and graphics must be 8 point or larger and must be Times New Roman or Arial font.

(2) Margins must be one-inch at top/bottom and left/right of each page. Pages must not be reduced form. Headers and footers may be included in the margins.

(3) Paragraph line spacing must be single spaced.

(4) Pages must be printed single-sided.

(5) Foldouts are limited to 11” x 17” size paper and will count as two pages toward the page limit.

Each Volume must include a signed and dated cover letter that states the following:

(1) RFQ number and name

(2) RFQ issuance date

(3) OPIC issuing office and contact person

(4) Name and address of contractor submitting the quotation

(5) Acknowledgement of applicable amendments issued to the RFQ

(6) Quotation acceptance period of no less than 120 days

Each Volume’s cover letter must include no pricing or technical information.

mailto:Arlette.Tongue@opic.gov mailto:Emily.McLaughlin@opic.gov

TECHNICAL PROPOSAL VOLUME 1 - NTE 15 PAGES (EXCLUDING RESUMES)

The proposal shall be specific and complete in every detail. The proposal shall be practical, straightforward with concise delineation of what it is the Vendor will do to satisfy the requirements of the Statement of Work.

The proposal shall not merely offer to perform work in accordance with the scope of the work. It shall outline the actual work proposed as specifically as practical. The Statement of Work reflects the objectives of the program, therefore merely stating or affirming that the Vendor will execute the performance requirements without sufficient elaboration will not be acceptable.

The Vendors shall further organize their Technical Proposal with the following subdivisions:

Technical Proposal (Volume I)

Factor 1-Technical Approach Factor 2-Qualifications of Key Personnel Factor 3-Corporate Capabilities/Relevant Experience

Note: Detailed resumes for all Key Personnel must be included with the proposal. Resumes must address the Education, Experience and Certification requirements for the appropriate position. Resumes shall include a complete work history.

BUSINESS PROPOSAL VOLUME 2

Contractor price quote shall be a separate file from the technical volume. List all other direct prices necessary for the performance of this contract. Contractors must fill out Attachment 3 - Price

Contractors must submit all (if any) assumptions, conditions, or exceptions upon which the price quote is based.

Your quote MUST affirmatively acknowledge all RFQ amendments and included:

Request-for-Quotation Number Name and address of Vendor Name and Point-of-Contact telephone number Name of contract administration office Date of submission Amendment Acknowledgement (If applicable) Name, title, and signature of authorized representative Subcontracting Plan (If applicable) DUNS Number

This is an open-market combined synopsis/solicitation for services as defined herein. The government intends to award a contract as a result of this combined synopsis/solicitation that will include the terms and conditions set forth herein. To facilitate the award process, all quotes must include a statement regarding the terms and conditions herein as follows:

"The terms and conditions in the solicitation are acceptable to be included in the award document without modification, deletion, or addition."

OR

"The terms and conditions in the solicitation are acceptable to be included in the award document with the exception, deletion, or addition of the following:"

Vendor shall list exception(s) and rationale for the exception(s).

PHASE 2

ORAL PRESENTATIONS

The 1 hour presentation should include past videos, logos, and websites that demonstrates the technical approach, corporate capabilities, and relevant experience detailed in the Technical Proposal in Phase 1.

Printed materials such as brochures or other marketing materials must accompany presentation. The Contracting Officer will include the Phase 2 submission instructions on the advisory notice. Phase 2 is tentatively scheduled for the week of November 12-16, 2018.

Section 11.0 – Attachments

Attachment 1- Statement of Work Attachment 2- OPIC Terms and Conditions Attachment 3- Price

Section 12.0 - Point of Contact

Emily McLaughlin Contracting Officer Email: Emily.McLaughlin@opic.gov

Arlette Tongue Contract Specialist Email: Arlette.Tongue@opic.gov

ATTACHMENT 1

Statement of Work

STATEMENT OF WORK

ADVERTISING, DIGITAL CAMPAIGNS, EDITORIAL SERVICES AND OTHER

COMMUNICATIONS SUPPORT SERVICES FOR THE OVERSEAS PRIVATE INVESTMENT

CORPORATION (OPIC)

1.1 BACKGROUND

The Overseas Private Investment Corporation (OPIC) is a Federal government agency that assists American companies expand their business in developing countries. OPIC is the U.S. Government’s development finance institution. It mobilizes private capital to help solve critical development challenges and in doing so, advances U.S. foreign policy. Because OPIC works with the U.S. private sector, it helps U.S. businesses gain footholds in emerging markets, catalyzing revenues, jobs and growth opportunities both at home and abroad. OPIC achieves its mission by providing investors with financing, guarantees, political risk insurance, and support for private equity investment funds. Established as an agency of the U.S.

Government in 1971, OPIC operates on a self-sustaining basis at no net cost to American taxpayers.

With the signing of the BUILD Act into law, the agency will take on within the next year new authorities and become the U.S. International Development Finance Corporation.

The Office of External Affairs (OEA) is OPIC’s first line of communication with the public. OEA is tasked with raising awareness of how the agency can support private sector investment and development in emerging markets. OEA supports and maintains communications outreach platforms including campaigns and digital media.

The Agency is seeking a Washington, D.C. area partner to assist with rebranding, logo design, outreach, speakers training, website development, media strategy, graphic design, video editing, advertising, digital campaigns, editorial services and overall communications support. OPIC is in need of a partner with deep experience working in the global finance and international development space in the public and private sectors (including Fortune 100 companies) providing rebranding services, logo design, outreach, speakers training, website development, media strategy, graphic design, video editing, advertising, digital campaigns, editorial services and overall communications support. . The objective for this contract is to secure the services of a superior performing vendor that can provide OPIC with rebranding, logo design, outreach, speakers training, website development, media strategy, graphic design, video editing, advertising, digital campaigns, editorial services and overall communications support to achieve the OPIC objectives stated below.

1.2 PERIOD OF PERFORMANCE

The anticipated period of performance is one year from the date of award with 2 one-year option periods.

The anticipated award date is November 30, 2018.

1.3 TYPE OF AWARD: OPIC anticipates awarding a Time & Material (T&M) contract.

1.4 PLACE OF PERFORMANCE

The primary place of performance shall be off-site in the Washington, D.C. area with meetings at OPIC located at 1100 New York Avenue, NW, Washington DC.

1.5 CUSTOMER RELATIONSHIP

The resulting contract is intended to create a cooperative relationship between OPIC and the vendor. The OPIC/vendor relationship will reflect the attributes of an open, collaborative, customer-oriented, and professional association. OPIC intends to structure the contract in a manner that ensures the vendor’s goals and objectives are in alignment with those of OPIC.

1.6 PERFORMANCE OBJECTIVES

OPIC has a need for a team to support rebranding, logo design, outreach, speakers training, website development, media strategy, graphic design, video editing, advertising, digital campaigns, editorial services and overall communications support. .

1.7 REQUIRED SERVICES

1.7.1 Website Creation and Rebranding

1. Rebrand agency with new name and logo as early as May 2019 including developing branding manual, SEO, style guide, document templates, business cards, stationary, interior and exterior building signage, social media overhaul, tchotchkes, and other digital and branded materials

2. Create new website as early as May 2019 with new web domain, branding, mobile app, content, interface, navigation, and other technical support.

1.7.2 Media Strategy, Advertising, Editorial Services, Campaigns, and Other PR Services

1. Support for media strategy for a newly named agency including pitching, national and international earned media placement, television and radio booking, drafting media advisories and press releases

2. Support with drafting op-eds, speeches, letters to the editor, blogs, newsletters, and other writing assignments for the agency

3. Support for coordinating public relations and media at agency hosted and agency related events

4. Support for digital advertising campaigns and strategy including social media, graphics, and infographics

5. Develop and design materials on an as needed basis, including but not limited to collateral, brochures, and website and print graphics.

6. Support the agency in development and delivery of targeted materials that highlight the agency’s mission, vision, and accomplishments.

7. Support the development of video projects including story boarding, filming, scriptwriting, graphics, video editing, and voiceovers

8. Speaker and media training including internal classroom training for staff as well as one-on-one trainings for senior officials

9. Support for creating and helping maintain new social media accounts including building an audience, creating fodder, and strategy

2.0 PROJECT MANAGEMENT

2.1 Project Management - The vendor shall identify a Project Manager (PM) who is responsible for this contract. The PM is responsible for the coordination of project activities and client contact

2.2 Supervision of Contractor Personnel - The Government shall not exercise any supervision or control over the vendor’s service providers in their performance of the services herein. Service providers shall be accountable solely to the vendor who, in turn is responsible to the Government.

2.3 Transportation - Vendor personnel shall provide their own transportation to and from assigned duties. Vendor local travel, in the Washington, DC area, shall not be reimbursed. Any other travel will be in accordance with the Federal Travel Regulation (FTR).

3.0 CONTRACTING OFFICER'S REPRESENTATIVE (COR)

3.1 The COR will be identified at award.

3.2 The COR monitors all technical aspects of the contract and assists in contract administration.

3.3 The COR is responsible for the technical aspects of the project and serves as technical liaison with the vendor. The COR is also responsible for the final inspection and acceptance of all reports, and such other responsibilities as may be specified in the task order contract.

3.4 A letter of COR designation is issued to the COR stating the responsibilities and limitations of the COR. A copy of the COR designation letter will be provided to the vendor.

3.5 The COR is not authorized to make any commitments or otherwise obligate the Government or authorize any changes, which affect the Contract price, terms or conditions. Any vendor request for changes shall be referred to the Contracting Officer directly or through the COR. No such changes shall be made without the expressed prior authorization of the Contracting Officer. The COR may designate assistant COR(s) to act for the COR by naming such assistant(s) in writing and transmitting a copy of such designation through the Contracting Officer to the vendor.

4.0 KEY PERSONNEL

Vendor personnel assigned to the following key positions are considered Key Personnel and are subject to paragraphs b and c of this section:

The following positions are considered key positions:

Senior Engagement Lead/Project Manager (or other labor category)- The vendor will provide a Project Manager who will be responsible as the POC for OPIC. The Project Manager will have experience in the management of public relations, outreach and marketing, media training, and website and online site maintenance, and will have adequate authority to make decisions for the timely resolution of problems.

The Project Manager will coordinate closely with OPIC’s OEA. The Project Manager shall be responsible for keeping the COR informed about vendor status throughout the performance period of this contract, and ensure vendor activities are aligned with OPIC objectives.

Analyst or Senior Analyst Staff (or other labor category) – the vendor will provide support through an Analyst or Senior Analyst Staff who conducts communication/marketing/media programs including planning, dissemination of materials and messages for national or regional campaigns and outreach.

b. The vendor shall obtain the consent of the Contracting Officer prior to making Key Personnel Substitutions. Replacement for Key Personnel must possess qualifications equal to or exceeding the qualifications of the key personnel being replaced specified. The vendor shall make no substitutions of key personnel unless the substitution is necessitated by illness, death, or termination of employment.

c. Requests for changes shall be submitted to the Contracting Officer at least 15 working days prior to making any permanent substitutions. The request should contain a detailed explanation of the circumstances necessitating the proposed substitutions, complete resumes for the proposed substitutes, and any additional information requested by the Contracting Officer. The Contracting Officer will notify the vendor within 10 working days after receipt of all required information of the decision on substitutions. The contract will be modified to reflect any approved changes.

5.0 INTELLECTUAL PROPERTY

All vendor developed processes and procedures and other forms of intellectual property first developed under this contract shall be considered Government property. All documentation, photography and electronic data and information collected by the vendor and entered into or generated in support of this contract shall be considered Government property, and shall be returned to the Government at the end of the performance period.

6.0 DATA RIGHTS

The Government has unlimited rights to all documents/material produced under this contract. All documents and materials, to include the source codes of any software, produced under this contract shall be Government owned and are the property of the Government with all rights and privileges of ownership/copyright belonging exclusively to the Government. These documents and materials may not be used or sold by the vendor without written permission from the Contracting Officer. All materials supplied to the Government shall be the sole property of the Government and may not be used for any other purpose.

This right does not abrogate any other Government rights.

7.0 ORGANIZATIONAL CONFLICT OF INTEREST

Vendor and subcontractor personnel performing work under this contract might find themselves in a position where they could receive, have access to or be asked to participate in the development of proprietary or source selection information (e.g., cost or pricing information, budget information or analyses, specifications or work statements, etc.) or perform evaluation services which may create a current or subsequent Organizational Conflict of Interests (OCI) as defined in FAR Subpart 9.5. The vendor shall notify the Contracting Officer immediately whenever it becomes aware that such access or participation may result in any actual or potential OCI and shall promptly submit a plan to the Contracting Officer to avoid or mitigate any such OCI. The vendor’s mitigation plan will be determined to be acceptable solely at the discretion of the Contracting Officer and in the event the Contracting Officer unilaterally determines that any such OCI cannot be satisfactorily avoided or mitigated, the Contracting Officer may affect other remedies as he or she deems necessary, including prohibiting the vendor from participation in subsequent contracted requirements which may be affected by the OCI.

8.0 SPECIAL CONSIDERATIONS

• The website must be Section 508 Compliant and be tested using validation tools. Resulting compliance reports must be provided.

• Also note: as a part of the Executive Order to make sites more transparent, many OPIC departments are developing online application forms, or enhancing existing ones. Ease of use, transparency and “user-friendliness” are critical elements and the site must be able to support these new online applications in a manner that complies with OMB requirements.

9.0 CONTRACT DELIEVERABLES AND SCHEDULE

The vendor shall deliver the following deliverables:

Number Deliverable Due

1 Monthly Activity Report

10th of each month following contract award including analysis, analytics as well as media and social media summary

2 Media Strategy Deliverables

Drafting and implementing a strategic press and media outreach plan as well as continually support press outreach for OPIC events up to weekly

3 Advertising

Support for monthly advertising campaigns including design, advertising, social media, microsite creation and strategy

4 Editorial Deliverables Drafting and pitching up to 100 press releases, media advisories, blogs, or op-eds each year

5 Design

Design a new brochure, poster, or other print collateral up to twice monthly in line with agency branding and styleguide

6 Videos

Design short 15 second to 3 minute videos monthly including scriptwriting, graphics, and production

7 Rebranding One rebranding overhaul with delivery date of approximately

May 1, 2019

8 Speakers training Quarterly speakers training for staff and up to 10 one-on-one speaker training for senior officials.

9 Website Creation

Complete website creation including new content, mobile app, and logo with delivery date of May 1, 2019

Number Deliverable Due

10 Social Media

Support for creation of new social media platforms and support for content including graphics, infographics, and other posts

10.0 ACCEPTANCE CRITERIA

OPIC will authorize payment as follows:

Performance Objective Standard Performance Threshold Method of Surveillance

What is the media strategy objective?

Draft report of analysis and activities in the monthly report due on the 10th of each month following award

Minimal grammatical, structural or planning errors requiring correction and is delivered on-time according to the approved schedule

Government Inspection

What is the Advertising support objective?

Attend meetings.

Deliverable requires minimal to no rework upon submission of final draft, and is delivered according to the baseline, or approved schedule

Minimal grammatical, structural or planning errors requiring correction and is delivered on-time according to the approved schedule

Government Inspection

What is the Editorial support objective?

Attend meetings.

Deliverable requires minimal to no rework upon submission of final draft, and is delivered according to the baseline, or approved schedule

Minimal grammatical, structural or planning errors requiring correction and is delivered on-time according to the approved schedule

Government Inspection

What is the Design support objective?

Attend meetings.

Deliverable requires minimal to no rework upon submission of final draft, and is delivered according to the baseline, or approved schedule

Creative process in line with client request and delivered on-time according to the approved schedule

Government Inspection

Performance Objective Standard Performance Threshold Method of Surveillance

What is the Video support objective?

Attend meetings.

Deliverable requires minimal to no rework upon submission of final draft, and is delivered according to the baseline, or approved schedule

Creative process in line with client request and delivered on-time according to the approved schedule

Government Inspection

What is the Rebranding support objective?

Attend meetings.

Deliverable requires minimal to no rework upon submission of final draft, and is delivered according to the baseline, or approved schedule

Creative process in line with client request and delivered on-time according to the approved schedule

Government Inspection

What is the Speakers Training support objective?

Attend meetings.

Deliverable requires minimal to no rework upon submission of final draft, and is delivered according to the baseline, or approved schedule

Support message development and training to support the organizations mission and leadership including implementing classroom and one-on-one sessions.

Government Inspection

What is the New Website objective?

Attend meetings.

Deliverable requires creative design, recommendations, support with drafting content, and technical assessments and is delivered according to the baseline, or approved schedule

Create a new agency website in line with client request and delivered on-time according to the approved schedule

Government Inspection

Performance Objective Standard Performance Threshold Method of Surveillance

What is the Social Media objective?

Attend meetings.

Deliverable requires creative design, recommendations, support with drafting content, and technical assessments and is delivered according to the baseline, or approved schedule

Create and help maintain social media platforms including recommending social media strategy

Government Inspection

11.0 GOVERNMENT FURNISHED PROPERTY

There is no Government furnished property for this effort.

12.0 CONTRACTOR FURNISHED PROPERTY

The vendor shall furnish all facilities, materials, and equipment such as reservation terminals necessary to fulfill the requirements specified in this Statement of Work.

ATTACHMENT 2

OPIC Terms and Conditions

ATTACHMENT 2- CONTRACT ADMINISTRATION DATA AND SPECIAL

CONTRACT REQUIREMENTS

CONTRACT MANAGEMENT

Notwithstanding the Contractor's responsibility for total management responsibility during the performance of the contract, the administration of the contract will require maximum coordination between the Government and the Contractor during performance of the contract.

CONTRACTING OFFICER'S AUTHORITY

The Contracting Officer (CO) will perform all contract administration. The CO is the only person with the authority to act as an agent of the U.S. Government under this contract and is the only person authorized to make or approve any changes in any of the requirements of this contract. Notwithstanding any provisions contained elsewhere in this task order 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 CO, the change will be considered to have been made without authority and no adjustment will be made in the contract price to cover any increase in costs incurred as a result thereof. Only the CO has the authority to: (1) direct or negotiate any changes in the SOW or PWS; (2) modify or extend the period of performance; (3) change the delivery schedule, (4) authorize reimbursement to the Contractor for any costs incurred during the performance of this contract; or (5) otherwise change any terms and conditions of this contract.

Emily McLaughlin is the Contracting Officer (CO) for this task order. Communications pertaining to contract administration matters shall be addressed to the CO. No changes in or deviation from the scope of the work shall be effected without a Supplemental Agreement (contract modification) executed by the CO authorizing such changes.

The Contracting Officer’s contact information is:

Emily McLaughlin U.S. Overseas Private Investment Corporation 1100 New York Ave, NW Washington, D.C. 21527 Phone: 202-336-8549 E-mail: Emily.McLaughlin@opic.gov

CONTRACTING OFFICER'S REPRESENTATIVE (COR)

TBD is hereby designated as the Contracting Officer's Representative (COR). The Government may change the COR at any time without prior notice to the Contractor by a unilateral modification to the Contract. The COR is located at:

TBD- Contracting Officer’s Representative U.S. Overseas Private Investment Corporation 1100 New York Ave, NW Washington, D.C. 21527 Phone: TBD E-mail: TBD

The responsibilities and limitations of the COR are as follows:

a. The COR is responsible for the technical aspects of the project and serves as technical liaison with the Contractor. The COR is also responsible for the final inspection and acceptance of all reports, and such other responsibilities as may be specified in the task order contract.

b. The COR is not authorized to make any commitments or otherwise obligate the Government or authorize any changes, which affect the Contract price, terms or conditions. Any Contractor request for changes shall be referred to the Contracting Officer directly or through the COR.

No such changes shall be made without the expressed prior authorization of the Contracting Officer. The COR may designate assistant COR(s) to act for the COR by naming such assistant(s) in writing and transmitting a copy of such designation through the Contracting Officer to the Contractor.

ADDITIONAL PROCEDURES FOR INVOICING

Invoices are required by the 5th day following each month of contract performance.

The Federal Register, Page 52591, Volume 64, No. 188, dated September 29, 1999, requires that submitted invoices must include specific information in order for the Government to make payment. Additionally, the Overseas Private Investment Corporation has supplemented these requirements. Contractors may use Standard Form 1034 – Public Voucher for Purchases and Services Other than Personal (Part 53 of the Federal Acquisition Regulation under FAR 53-301-1034) or they may submit a company-generated voucher. However, no matter what type of voucher is submitted, it must contain the information described below.

It must be especially noted that in accordance with the requirements set forth in FAR Clause 52.232-7

– Payments under the Time and Materials and Labor Hour Contracts, all invoices/vouchers submitted for payment shall be accompanied by individual daily job timecards/sheets or other substantiation previously approved by the Contracting Officer. Vouchers/invoices received without the substantiating documents will be considered incomplete, and will be returned to the contractor without payment. Invoices shall be submitted monthly.

If the voucher/invoice is for services on a time and materials and labor hour basis, the COR’s copy of the voucher/invoice must have copies of the timesheets or other substantiation attached, and must be clearly marked “COR’s Copy”. The second set of the two sets of a voucher/invoice does not require that the timesheets or other substantiation be attached. However, it must be clearly marked “Original for Finance.”

Both copies must be submitted to the COR.

PROPER INVOICE INFORMATION

• Name and Address of Contractor

• Contact Name, Title and Telephone Number

• Government Issued Contract Number or Other Authorization for Delivery of Goods or

Services

• Date of the Invoice

• Invoice Number, Account Number, and/or any other identifying number agreed to by the contract (At a minimum there must be an invoice number)

• Include the Actual date when services were performed or goods delivered.

• Include the Period of Performance or Delivery Date (as applicable) on all invoices.

• Description – Including, for example, contract or task order line/subline number, price, and quality of goods and services rendered.

• Include discount terms.

• Other substantiating documentation or information required by the contract.

• Shipping and Payment Terms (Required unless mutually agreed that this information is only required in the contract – Contact the Contracting Officer or Contract Specialist for clarification)

INVOICE RECIPIENTS

Send invoice electronically to the Government Official receiving supplies/services: TBD. If there is not Contracting Officer’s Representative listed in the terms and conditions, check the schedule for Government Official point of contact information. The subject line of the email must include the following information: Product Name, Contractor Name, and Contract Number.

TRAVEL REQUIREMENT

Travel by the Contractor is not anticipated for this requirement. Should the Government determine that travel is necessary, the required authorization for travel will be provided by the Contracting Officer, the appointed COR.

PREAUTHORIZATION FOR TRAVEL

Travel shall not be undertaken without authorization. If travel is authorized, OPIC will only reimburse the Contractor for actual travel costs incurred during the authorized travel period. Profit/Fee shall not be applied to travel costs or per diem, and is not allowable under this contract. Handling rates shall not be applied to travel costs.

When travel is authorized, the Contractor shall provide estimated travel costs to the authorizer in advance of scheduling travel. Requests for travel must include the following information:

a. Name of traveler;

b. Dates of travel;

c. Destination(s);

d. Purpose of travel;

e. Estimated transportation costs;

f. Estimated lodging expense;

g. Estimated meals and incidental expenses; and

h. Other expenses.

TRAVEL COST REIMBURSEMENT LIMITATIONS

All travel shall be performed in accordance with Government travel regulations. The Government will reimburse travel expenses at actual cost, in accordance with limitations equivalent to those set forth in the Federal Travel Regulations (FTR). Unless authorized by the Contracting Officer, reimbursement of lodging, meals and incidental expenses will not exceed the applicable rates set forth in the FTR for the travel destinations.

TRAVEL SECURITY CONDITIONS AND REPORTING

a. The Contractor must remain vigilantly aware of security conditions while traveling for OPIC, and by entering into a contract, assumes full responsibility for the safety of its employees. Prior to commencing work, the Contractor must ensure that it has adequate procedures in place to advise its employees of situations or changed conditions that could adversely affect their security.

b. The Contractor acknowledges that security conditions are subject to change at any moment, that OPIC cannot guarantee the accuracy of any information that it may provide to the Contractor and that OPIC assumes no responsibility for the reliability of such information. The Contractor has sole responsibility for approving all travel plans for its employees. The Contractor is also responsible for immediately notifying OPIC and the U.S. Embassy American Citizen Services section in the event a U.S. citizen employee does not return from travel as expected or does not report to work.

c. LIFE SUPPORT AND SECURITY SERVICES. The Contractor is responsible for maintaining the security of its personnel, materials and equipment. All employees of the Contractor must meet the requirements of their work-site, which may include, but not limited to background checks, security/restricted area clearances, drug-free workplace, safety training and/or any other company safety and security requirements.

d. The Contractor shall report any security threats and/or incidents verbally / by telephone, immediately to the nearest United States Embassy.

e. Subsequently, a written report shall be submitted through the Contracting Officer’s Representative (COR) to the OPIC Office of Security, Continuity, and Emergency Preparedness. The Contractor shall develop a list of specific steps to track any potential/identified threats, which will be part of its overall security system.

SECURITY AND MEDICAL EVACUATION SERVICE COVERAGE

a. Contractors must provide medical evacuation service coverage to all U.S. citizen, U.S.

resident alien, and Third Country National employees and their authorized dependents (hereinafter “individual”) while overseas under an OPIC-financed direct contract. OPIC will reimburse reasonable, allowable, and allocable costs for medical evacuation service coverage incurred under the contract. The Contracting Officer will determine the reasonableness, allowability, and allocability of the costs based on cost principles and cost accounting standards, if applicable.

b. Contractor must insert a clause similar to this clause in all subcontracts that require performance by contractor employees overseas.

RESTRICTIONS AGAINST DISCLOSURE

The Contractor agrees, in the performance of this contract, to keep in strict confidence the information furnished by the Government and designated by the Contracting Officer or Contracting Officer's Representative as non-public OPIC materials and information. The Contractor also agrees not to publish or otherwise divulge such information in whole or in part, in any manner or form, nor to authorize or permit others to do so, taking such reasonable measures as are necessary to restrict access to such information while in the Contractor's possession, to those employees needing such information to perform the work provided herein, i.e., on a need to know basis. The Contractor agrees to immediately notify the Contracting Officer in writing in the event that the Contractor determines or has reason to suspect a breach of this requirement.

The Contractor agrees that it will not disclose any information described in paragraph 1 of this section to any persons or individual unless prior written approval is obtained from the Contracting Officer. The Contractor agrees to insert the substance of this clause in any consultant agreement or subcontract hereunder.

DUPLICATION OF EFFORT

The Contractor hereby certifies that costs for work to be performed under this contract and any subcontract hereunder are not duplicative of any cost charged against any other Government contract, subcontract, or other Government source.