Legislative Subscription for the DFC OEA draft SOW.docx

Legislative Subscription for the DFC Office of External Affairs

Draft Statement of Work (SOW) U.S. International Development Finance Corporation (DFC) Project Title: Legislative Subscription for the DFC Office of External Affairs (OEA)

1.0 GENERAL INFORMATION

The U.S. International Development Finance Corporation (DFC) is financing solutions to the most critical challenges facing today's developing world. Working with businesses, we mobilize private capital to invest in projects that create jobs and opportunities in emerging markets, including building critical infrastructure, expanding access to telecommunications, and providing small business financing for women entrepreneurs. Launched in 2019, DFC helps to advance America's foreign policy by partnering with projects that create economic stability, protect sovereignty, and ensure transparency. DFC investments adhere to high U.S. business standards and respect the environment, human rights, and worker rights.

2.0 BACKGROUND

As the U.S. Government's development finance agency, DFC mobilizes U.S. private capital to help solve critical development challenges while advancing U.S. foreign policy interests. DFC works with the U.S. private sector to help gain footholds in emerging markets, catalyzing revenues, jobs, and growth opportunities at home and abroad. DFC achieves its mission by providing investors with financing, loan guarantees, political risk insurance, support for private equity investment funds, and direct equity investments.

DFC’s Office of External Affairs (OEA) is DFC's lead communicator to all external audiences, including media, Congress, stakeholders, and the American public. OEA is tasked with raising the profile of the Corporation to the various audiences and to meet DFC's obligations to its committees of jurisdiction in the United States Congress.

3.0 SCOPE

DFC’s OEA requires a contractor to provide a subscription database to provide congressional news, legislative tracking, information on Members of Congress, and stakeholder management.

4.0 REQUIREMENTS

The contractor shall provide a database that includes substantially the following functionality:

4.1 User accounts.

(a) Provide a base level of 12 individual user accounts per year.

(b) Provide an optional eight individual user accounts per year. Optional user accounts may be exercised at DFC’s discretion, at any point in the year, if and once the need for an additional user account is identified by DFC. Optional user accounts may be exercised on an individual basis, up to a maximum of eight.

4.2 General system requirements.

(a) Subscription-based web portal.

(b) User-friendly interface.

(c) Robust search capability enabling the user to fine-tune search results.

(d) Each user has full access to platform tools.

(e) User can choose to work privately or share work output to be visible to a designated set of team members.

(f) Activity from discontinued user accounts remains in the system.

(g) If a user account is discontinued, another user account can be opened in its place.

(h) Must comply with DFC.028, Security and Privacy Requirements for all Information Technology Procurements.

4.3 Content requirements.

(a) Landing page for Congressional news and updates. Information displayed on landing page can be customized to the user (e.g., only display updates that meet user’s criteria or preferences).

(b) News.

(1) Access to comprehensive coverage of Congress.

(2) Alerts delivered to email.

(3) Ability to customize news alerts based on keywords or specific legislation, Members, and Committees.

(4) Ability to search news updates.

(c) Ability to view and search information on legislation, including:

(1) Date of introduction, bill text, sponsorship, amendments, action, and bill summary.

(2) Ability to view prior versions of bills.

(3) Ability to view amendments as they are filed.

(d) Ability to follow progress of legislation through customized alerts.

(1) User can choose to be alerted to certain types of actions and not be alerted to other types of actions.

(e) Transcripts of Committee hearings and floor proceedings.

(1) Ability to search transcripts by Members, Committees, and keywords.

(2) Ability to be alerted to new transcripts once they are available.

(3) Coverage of all open House Foreign Affairs Committee, Senate Foreign Relations Committee, House Appropriations Committee, and Senate Appropriations Committee hearings and markups (both full Committee and Subcommittees).

(f) Schedules.

(1) Schedules for the House and Senate, as well as House Foreign Affairs Committee, Senate Foreign Relations Committee, and House and Senate Appropriations Committees.

(2) Ability to export events to external calendars.

(g) Information on Members of Congress.

(1) Biographical information on Members of Congress.

(2) Legislative records of Members of Congress.

(3) Information broken down by Congressional Districts.

(h) Ability to group legislation, news, and other information into custom folders.

(i) Ability to generate reports.

(1) Member information reports and bill status reports.

(2) Contact information reports.

(j) Ability to add custom information to the system, including notes and custom fields for legislation.

4.4 Stakeholder management.

(a) Ability to record, track, and export engagements, including meetings, calls, emails, correspondence, and follow-up activities.

(b) Aggregate information on engagements.

(1) Meeting information should be associated with Members of Congress, directory contacts, issues, and/or legislation.

(2) Ability to search and filter meeting and call information based on keyword, meeting date, attendees, and issue.

(3) Information on meetings and engagements should display across the platform, including on Member pages, staff pages, and issue pages.

(c) Directories.

(1) Congressional directories.

i. Have contact information for staff.

ii. Include issue area coverage for Congressional staff.

(2) Ability to import contacts that are not in the directory and use all of the platform’s stakeholder engagement tools in conjunction with these custom contacts.

(3) Executive branch directories.

(4) Ability to search directories and export contacts to custom lists.

(d) Email communication.

(1) Ability to create and send email that is tracked in the platform.

i. Functionality for multiple recipients.

ii. Functionality to schedule send.

iii. Functionality to view email previews.

(2) Ability to create custom lists for email campaigns.

(3) Ability to track information on whether emails have been opened or read, or if links have been clicked.

(4) Ability to tag email communication as related to a set of issues.

(5) Information on email communication aggregates automatically across Member pages, directory pages, and issue pages.

(6) Ability to append attachments to emails.

(7) Ability to send an email using Outlook and have email information populate in stakeholder management system automatically.

(8) Ability to search email communication by keyword, recipient, date, sender, or issue.

(e) Reporting.

(1) Generate reports on stakeholder management activities, including calls, meetings, and email outreach.

i. Ability to customize report by time period, set of users, type of engagement, and issue area.

ii. Customize the level of detail included in reports.

(f) Ability to input custom information.

(1) Ability to create pages on specific custom issues.

i. Issue pages automatically populate with information, including engagements and legislation.

(2) Ability to store talking points on issue pages.

(3) Ability to add custom notes/information to directory pages, issue pages, and legislation pages.

(4) Ability to track authorship of custom information on the collaborative parts of the platform.

4.5 Support.

(a) Assistance with adding and removing accounts.

(b) Assistance with providing training to new users on the system.

(c) Assistance with troubleshooting technical issues.

4.6 Information security.

(a) All information input into the system will be kept confidential and cannot be used for outside data tracking purposes.

4.7 Records management.

(a) Ability to export all stakeholder engagement information into multiple file formats including Excel file format.

5.0 DELIVERABLES

The contractor shall provide the following deliverables:

6.0 TRAVEL

Not applicable.

7.0 PLACE OF PERFORMANCE

The place of performance will be at the contractor’s facility.

DFC’s office is located at 1100 New York Ave NW, Washington, D.C. 20527.

8.0 HOURS OF OPERATIONS:

DFC standard hours of operation are Monday - Friday, 8:00AM – 5:00PM Eastern time.

9.0 PERIOD OF PERFORMANCE (POP)

The Period of Performance shall be for a base period of one (1) year and four (4) option years.

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