RFP_SOL72052724R00005 - Communications Support Platform.pdf

U.S. Agency for International Development

USAID/Peru, Regional Office of Acquisition and Assistance (ROAA) La Encalada Avenue, cuadra 17

Monterrico – Surco Lima 33, Peru

Issue Date: August 23, 2024 Closing Date for Questions: September 10, 2024 Post Solicitation Conference: September 17, 2024, 10:00 a.m. (Peru time) Closing Date for Receipt of Proposals: October 7, 2024, 5:00 p.m. (Peru time)

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

Support Platform

Dear Prospective Offerors:

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

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

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

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

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

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

mailto:limasolicitations@usaid.gov mailto:nchatani@usaid.gov

RFP No. 72052724R00005 Communications Support Platform

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

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

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

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

Sincerely, Chong Hun Park Regional Contracting Officer/USAID/Peru

TABLE OF CONTENTS

Issue Date: August 23, 2024

PART 1 – THE SCHEDULE

SECTION B - SUPPLIES OR SERVICES AND PRICES

B.1 PURPOSE

B.2 CONTRACT TYPE

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

B.4 CONTRACT BUDGET

B.5 PAYMENT METHOD

SECTION C - DESCRIPTION / OBJECTIVES / SPECIFICATIONS

C.1 TITLE OF ACTIVITY

C.2 PURPOSE

C.3 GENERAL BACKGROUND AND COUNTRY CONTEXT

C.4 PROGRAMMATIC OBJECTIVES

C.5 TASKS

C.5.1 Marketing and Communications C.5.2 Research and Analytics C.5.3 Events and Media Production

SECTION D - BRANDING AND MARKING

D.1 BRANDING AND MARKING

D.2 AIDAR 752.7009 – MARKING (JAN 1993)

D.3 BRANDING IMPLEMENTATION AND MARKING PLAN

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

SECTION E - INSPECTION AND ACCEPTANCE

E.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

E.2 INSPECTION AND ACCEPTANCE

SECTION F - DELIVERIES OR PERFORMANCE

F.1 PERIOD OF PERFORMANCE

F.2 PLACE OF PERFORMANCE

F.3 KEY PERSONNEL

F.3.1 Key Personnel F.3.2 Key Personnel Requirements

F.4 DELIVERABLES AND REPORTS

F.5 CONTRACT PERFORMANCE MONITORING APPROACH

SECTION G - CONTRACT ADMINISTRATION DATA

G.1 ADMINISTRATIVE CONTRACTING OFFICE:

G.2 CONTRACTING OFFICER’S & AUTHORITY

G.3 CONTRACTING OFFICER REPRESENTATIVE (COR)

G.4 TECHNICAL DIRECTION/RELATIONSHIP WITH USAID

G.5 PAYMENT OFFICE

G.6 ACCOUNTING AND APPROPRIATION DATA

SECTION H - SPECIAL CONTRACT REQUIREMENTS

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

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

2014) 27

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

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

PROPERTY PURCHASES AND INFORMATION TECHNOLOGY RESOURCES

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

PART II – CONTRACT CLAUSES

SECTION I - CONTRACT CLAUSES

I.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

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

DEVELOPMENT (SEP 2000)

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

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

SECTION J - LIST OF ATTACHMENTS

PART IV – REPRESENTATIONS AND INSTRUCTIONS

SECTION K - REPRESENTATIONS, CERTIFICATIONS, AND OTHER STATEMENTS OF OFFERORS

K.1 NOTICE LISTING SOLICITATION PROVISIONS INCORPORATED BY REFERENCE

K.2 52.204-24 REPRESENTATION REGARDING CERTAIN TELECOMMUNICATIONS AND

VIDEO SURVEILLANCE SERVICES OR EQUIPMENT (NOV 2021)

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

REPRESENTATION (OCT 2020)

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

REPRESENTATION AND DISCLOSURES (DEC 2023)

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

K.6 INFORMATION REGARDING RESPONSIBILITY MATTERS (OCT 2018)

K.7 REPRESENTATION BY CORPORATIONS REGARDING DELINQUENT TAX LIABILITY OR

FELONY CONVICTION UNDER ANY FEDERAL LAW (FEB 2016)

K.8 SIGNATURE

SECTION L - INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

L.1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE

L.2 GENERAL INSTRUCTIONS TO OFFERORS

L.3 INSTRUCTION FOR THE PREPARATION OF PHASE ONE PROPOSAL

L.4 INSTRUCTION FOR THE PREPARATION OF PHASE TWO

L.4.1 Cover Page L.4.2 The Technical Approach L.4.3 Management and Staffing Plan L.4.4 Past Experience Information

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

SECTION M - EVALUATION FACTORS FOR AWARD

M.1 NOTICE LISTING SOLICITATION PROVISIONS INCORPORATED BY REFERENCE

M.2 GENERAL INFORMATION

M.3 EVALUATION CRITERIA

M.4 COST/PRICE EVALUATION

Annex 1 Annex 2. Scenario for PowerPoint Presentation

PART 1 – THE SCHEDULE

SECTION B - SUPPLIES OR SERVICES AND PRICES

B.1 PURPOSE

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

B.2 CONTRACT TYPE

This is a hybrid contract made up of a cost reimbursable CLIN to cover travel and other cross platform services, and as a firm-fixed-price (FFP) CLIN covering pre-negotiated prices for all categories of services contained in the Statement of Work (SOW). The Period of Performance, inclusive of three options years, is 4 years. The Contract must not exceed a total price of US $5,000,000.00.

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

(a) The total fixed price for the performance of work required hereunder is [$TBD].

(b) The amount currently obligated and available for disbursement for performance by the

Contractor hereunder is [$TBD].

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

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

B.4 CONTRACT BUDGET

The Contract budget is organized into the following Contract Line Item Number (CLIN):

CLIN Services (description) Base Year

Option 1 Option 2 Option 3 Total

0001 Core Platform Management - Cost Plus Fixed Fee – NTE 25% of Total Contract Cost

0002 Pre-negotiated Prices (for Categories of Services presented in C.5) – See pricing table (Annex 1)

0003 Fee (CLIN 0001)

B.5 PAYMENT METHOD

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

[END OF SECTION B]

SECTION C - DESCRIPTION / OBJECTIVES / SPECIFICATIONS

C.1 TITLE OF ACTIVITY

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

C.2 PURPOSE

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

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

C.3 GENERAL BACKGROUND AND COUNTRY CONTEXT

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

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

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

C.4 PROGRAMMATIC OBJECTIVES

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

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

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

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

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

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

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

C.5 TASKS

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

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

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

Tasks include, but are not limited to:

C.5.1 Marketing and Communications

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

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

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

• Branding and identity development for events

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

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

• Infographics and visuals that succinctly convey complex information and data

• Website design elements

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

• Video and animation production

• Photographic content

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

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

• Planning and executing paid media spots

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

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

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

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

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

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

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

C.5.2 Research and Analytics

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

• Focus group organization and management

• Data and metrics collection

• Design and conduct studies

• Analyze/audit the effectiveness of current communication activities

• Conduct qualitative and quantitative market research

• Targeted evaluations on specific topics or areas of interest

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

• Designing and conducting surveys

• Polling

• Focus group facilitation and social listening

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

C.5.3 Events and Media Production

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

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

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

• Creation of engaging backdrops and staging

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

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

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

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

• Event filming, including drone footage when applicable

• Pre- and post-production processes and products

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

• Video editing of various content

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

• Sourcing of stock video footage as needed

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

• Coverage for events and other activities

• Pre- and post-production processes and products

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

• Management of photo releases and permissions

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

• Cataloging and file organization

[END OF SECTION C]

SECTION D - BRANDING AND MARKING

D.1 BRANDING AND MARKING

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

D.2 AIDAR 752.7009 – MARKING (JAN 1993)

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

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

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

(c) Authority to waive marking requirements is vested with the Regional Assistant Administrators, and with Mission Directors.

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

D.3 BRANDING IMPLEMENTATION AND MARKING PLAN

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

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

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

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

[END OF SECTION D]

SECTION E - INSPECTION AND ACCEPTANCE

E.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

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

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

FEDERAL ACQUISITION REGULATION (48 CFR Chapter 1)

NUMBER TITLE Date

FAR 52.246-4 INSPECTION OF SERVICES-

FIXED PRICE

(AUG 1996)

E.2 INSPECTION AND ACCEPTANCE

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

[END OF SECTION E]

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

SECTION F - DELIVERIES OR PERFORMANCE

F.1 PERIOD OF PERFORMANCE

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

The period of performance is as follows:

1. BASE YEAR: from TBD to TBD

2. OPTION YEAR 1: from TBD to TBD

3. OPTION YEAR 2: from TBD to TBD

4. OPTION YEAR 3: from TBD to TBD

F.2 PLACE OF PERFORMANCE

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

F.3 KEY PERSONNEL

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

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

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

F.3.2 Key Personnel Requirements

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

Project Director (PD)

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

Specifically, the PD will:

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

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

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

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

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

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

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

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

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

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

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

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

The minimum qualifications for this position are:

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

• Experience in project management and expertise in outreach and communications.

• Experience in designing and executing outreach and communications strategies and campaigns.

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

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

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

• Fluency in English and Spanish

Preferred but not required qualifications:

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

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

Finance and Compliance Manager

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

Specifically, the FCM will:

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

• Support the Project Director with administrative tasks as needed.

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

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

The qualifications for this position are:

• Experience in managing financial and administrative functions.

• Strong organizational and leadership capabilities.

• Excellent communication and interpersonal skills.

• Knowledge of financial and administrative software.

• Familiarity with USAID regulations is an asset.

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

[To be negotiated with the successful Offeror.]

F.4 DELIVERABLES AND REPORTS

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

a) Press Releases

b) Media kits

c) Video and animation footage and products

d) Photographic content

e) Social media content

f) Website content

g) Newsletters

h) Publications

i) Event planning materials

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

k) USAID branded promotional materials

l) Reports from research and analytics

m) Search Engine Optimization (SEO) analytics

n) Quarterly financial reports

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

The following reporting is required under this contract:

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

F.5 CONTRACT PERFORMANCE MONITORING APPROACH

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

1) in person;

2) via video conference;

3) via teleconference; or

4) via another acceptable method.

[END OF SECTION F]

SECTION G - CONTRACT ADMINISTRATION DATA

G.1 ADMINISTRATIVE CONTRACTING OFFICE:

(a) The Administrative Contracting Office is:

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

(b) The Contractor will submit any questions concerning the administration of this contract to the Contracting Officer through the COR unless a situation warrants urgent attention, or the COR is indisposed.

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

G.2 CONTRACTING OFFICER’S & AUTHORITY

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

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

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

G.3 CONTRACTING OFFICER REPRESENTATIVE (COR)

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

Name:

Title:

E-mail:

Phone:

[TO BE INSERTED AT AWARD]

G.4 TECHNICAL DIRECTION/RELATIONSHIP WITH USAID

(a) Technical Directions is defined to include:

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

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

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

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

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

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

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

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

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

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

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

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

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

(d) Contractual Problems - Contractual problems, of any nature, that may arise during the life of the Contract must be handled in conformance with specific public laws and regulations (i.e. Federal Acquisition Regulation and Agency for International Development Acquisition Regulation). The Contractor and the COR will bring all contracting problems to the immediate attention of the Contracting Officer. Only the Contracting Officer is authorized to formally resolve such problems. The Contracting Officer will be responsible for resolving legal issues, determining contract scope, and interpreting contract terms and conditions.

The Contracting Officer is the sole authority authorized to approve changes in any of the requirements under the Contract. Notwithstanding any clause contained elsewhere in this Contract, the said authority remains solely with the Contracting Officer. These changes include but will not be limited to the following areas: scope of work, price, quantity, technical specifications, delivery schedules, and contract terms and conditions. In the event the Contractor affects any changes at the direction of any other person other than the Contracting Officer, the change will be considered to have been made without authority.

(e) Failure by the Contractor to report to the Administrative Contracting Office any action by the Government considered to be a change, within the specified number of days contained in FAR 52.243-7 (Notification of Changes), waives the Contractor's right to any claims for equitable adjustments.

(f) In case of a conflict between this Contract and the COR designation letter, the Contract prevails.

G.5 PAYMENT OFFICE

The paying office for this Contract is:

USAID/Peru Regional Financial Management Office USAID/Peru La Encalada Cdra. 17, Santiago de Surco Lima, Peru 15023

Email: lvouchers@usaid.gov

G.6 ACCOUNTING AND APPROPRIATION DATA

[To be determined at award]

[END OF SECTION G]

mailto:lvouchers@usaid.gov

SECTION H - SPECIAL CONTRACT REQUIREMENTS

H.1 LIMITATION ON SUBCONTRACTING TO NON-LOCAL ENTITIES (May 2012)

(a) Applicability. This clause applies to (i) contracts that have been awarded to those local entities under the authority of and as defined in Section 7077 of Public Law 112- 74, the Consolidated Appropriations Act, 2012 (P.L. 112-74), also known as "Local Competition Authority" and (ii) contracts awarded to local entities (as defined in Section 7077 of Public Law 112-74) under the authority at AIDAR 706.302-70.

(b) By submission of an offer and execution of a contract, the Offeror/Contractor agrees that in performance of the Contract for—

(1) Services (except construction), at least 50 percent of the cost of contract performance incurred for personnel must be expended for employees of the prime/local entity.

(2) Supplies (other than procurement from a non-manufacturer of such supplies), the prime/ local entity concern must perform work for at least 50 percent of the cost of manufacturing the supplies, not including the cost of materials.

(3) General construction, the prime/ local entity concern will perform at least 15 percent of the cost of the Contract, not including the cost of materials, with its own employees.

(4) Construction by special trade contractors, the concern will perform at least 25 percent of the cost of the Contract, not including the cost of materials, with its own employees.

(c) By submission of an offer and execution of a contract, the Offeror/Contractor represents that it is an individual, a corporation, a nonprofit organization, or another body of persons that—

(1) Is legally organized under the laws of Peru;

(2) Has as its principal place of business or operations in Peru; and

(3) Is--

(A) majority owned by individuals who are citizens or lawful permanent residents of Peru; and

(B) managed by a governing body the majority of whom are citizens or lawful permanent residents of Peru.

(d) For purposes of this clause, “majority owned” and “managed by” include, without limitation, beneficiary interests and the power, either directly or indirectly, whether exercised or exercisable, to control the election, appointment, or tenure of the organization's managers or a majority of the organization's governing body by any means.

(END OF PROVISION)

H.2 302.3.5.19 USAID-FINANCED THIRD-PARTY WEB SITES (November 2017)

(a) Definitions:

“Third-party web sites” Sites hosted on environments external to USAID boundaries and not directly controlled by USAID policies and staff, except through the terms and conditions of a contract.

Third-party Web sites include project sites.

(b) The Contractor must adhere to the following requirements when developing, launching, and maintaining a third-party Web site funded by USAID for the purpose of meeting the project implementation goals:

(1) Prior to Web site development, the Contractor must provide information as required in Section C-Statement of Work of the contract (including a copy of the Contractor’s privacy policy) to the Contracting Officer’s Representative (COR) for USAID's Bureau for Legislative and Public Affairs (LPA) evaluation and approval. The Contractor must notify the COR of the Web site URL as far in advance of the site's launch as possible and must not launch the Web site until USAID's (LPA) approval has been provided through the COR. The Contractor must provide the COR with any changes to the privacy policy for the duration of the contract.

(2) The Contractor must collect only the amount of information necessary to complete the specific business need as required by statute, regulation, or Executive Order.

(3) The Contractor must comply with Agency branding and marking requirements comprised of the USAID logo and brandmark with the tagline “from the American people,” located on the USAID Web site at www.usaid.gov/branding, and USAID Graphics Standards manual at http://www.usaid.gov.

(4) The Web site must be marked on the index page of the site and every major entry point to the Web site with a disclaimer that states:

"The information provided on this Web site is not official U.S. Government information and does not represent the views or positions of the U.S. Agency for International Development or the U.S. Government."

http://www.usaid.gov/branding http://www.usaid.gov/

(5) The Web site must provide persons with disabilities access to information that is comparable to the access available to others. As such, all site content must be compliant with the requirements of the Section 508 amendments to the Rehabilitation Act.

(6) The Contractor must identify and provide to the COR, in writing, the contact information for the information security point of contact. The Contractor is responsible for updating the contact information whenever there is a change in personnel assigned to this role.

(7) The Contractor must provide adequate protection from unauthorized access, alteration, disclosure, or misuse of information processed, stored, or transmitted on the Web sites. To minimize security risks and ensure the integrity and availability of information, the Contractor must use sound: system/software management; engineering and development; and secure-coding practices consistent with USAID standards and information security best practices.

Rigorous security safeguards, including but not limited to, virus protection; network intrusion detection and prevention programs; and vulnerability management systems must be implemented, and critical security issues must be resolved as quickly as possible or within 30 days. Contact the USAID Chief Information Security Officer (CISO) at ISSO@usaid.gov for specific standards and guidance.

(8) The Contractor must conduct periodic vulnerability scans, mitigate all security risks identified during such scans, and report subsequent remediation actions to CISO at ISSO@usaid.gov and COR within 30 workdays from the date vulnerabilities are identified. The report must include disclosure of the tools used to conduct the scans. Alternatively, the contractor may authorize USAID CISO at ISSO@usaid.gov to conduct periodic vulnerability scans via its Web-scanning program. The sole purpose of USAID scanning will be to minimize security risks. The Contractor will be responsible for taking the necessary remediation action and reporting to USAID as specified above.

(c) For general information, agency graphics, metadata, privacy policy, and Section 508 compliance requirements, refer to http://www.usaid.gov

H.3 SUBMISSION OF DATASETS TO THE DEVELOPMENT DATA LIBRARY (DDL) (OCTOBER 2014)

(a) Definitions. For the purpose of submissions to the DDL:

(1) “Dataset” is an organized collection of structured data, including data contained in spreadsheets, whether presented in tabular or non-tabular form. For example, a Dataset http://transition.usaid.gov/info_technology/xweb/federal_regs.html#508 http://transition.usaid.gov/info_technology/xweb/federal_regs.html#508 mailto:ISSO@usaid.gov mailto:ISSO@usaid.gov mailto:ISSO@usaid.gov http://www.usaid.gov/ may represent a single spreadsheet, an extensible mark-up language (XML) file, a geospatial data file, or an organized collection of these. This requirement does not apply to aggregated performance reporting data that the Contractor submits directly to a USAID portfolio management system or to unstructured data, such as email messages, PDF files, PowerPoint presentations, word processing documents, photos and graphic images, audio files, collaboration software, and instant messages. Neither does the requirement apply to the Contractor’s information that is incidental to award administration, such as financial, administrative, cost or pricing, or management information. Datasets submitted to the DDL will generally be those generated with USAID resources and created in support of Intellectual Work that is uploaded to the Development Experience Clearinghouse (DEC) (see AIDAR 752.7005 “Submission Requirements for Development Experience Documents”).

(2) “Intellectual Work” includes all works that document the implementation, monitoring, evaluation, and results of international development assistance activities developed or acquired under this award, which may include program and communications materials, evaluations and assessments, information products, research and technical reports, progress and performance reports required under this award (excluding administrative financial information), and other reports, articles and papers prepared by the Contractor under the award, whether published or not. The term does not include the Contractor’s information that is incidental to award administration, such as financial, administrative, cost or pricing, or management information.

(b) Submissions to the Development Data Library (DDL)

(1) The Contractor must submit to the Development Data Library (DDL), at www.usaid.gov/data, in a machine-readable, non-proprietary format, a copy of any Dataset created or obtained in performance of this award, including Datasets produced by a subcontractor at any tier. The submission must include supporting documentation describing the Dataset, such as code books, data dictionaries, data gathering tools, notes on data quality, and explanations of redactions.

(2) Unless otherwise directed by the Contracting Officer (CO) or the Contracting Officer Representative (COR), the Contractor must submit the Dataset and supporting documentation within thirty (30) calendar days after the Dataset is first used to produce an Intellectual Work or is of sufficient quality to produce an Intellectual Work. Within thirty (30) calendar days after award completion, the Contractor must submit to the DDL any Datasets and supporting documentation that have not previously been submitted to the DDL, along with an index of all Datasets and Intellectual Work created or obtained under the award. The Contractor must also provide to the COR an itemized list of any and all DDL submissions.

http://www.usaid.gov/data http://www.usaid.gov/data

The Contractor is not required to submit the data to the DDL, when, in accordance with the terms and conditions of this award, Datasets containing results of federally funded scientific research are submitted to a publicly accessible research database. However, the Contractor must submit a notice to the DDL by following the instructions at www.usaid.gov/data, with a copy to the COR, providing details on where and how to access the data. The direct results of federally funded scientific research must be reported no later than when the data are ready to be submitted to a peer-reviewed journal for publication, or no later than five calendar days prior to the conclusion of the award, whichever occurs earlier.

(3) The Contractor must submit the Datasets following the submission instructions and acceptable formats found at www.usaid.gov/data.

(4) The Contractor must ensure that any Dataset submitted to the DDL does not contain any proprietary or personally identifiable information, such as social security numbers, home addresses, and dates of birth. Such information must be removed prior to submission.

(5) The Contractor must not submit classified data to the DDL.

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

Worker’s Compensation Insurance (Defense Base Act) (DEC 1991) [(DEVIATION JUN 2022)] Class Deviation No. M-OAA-DEV-AIDAR-24-06c

In addition to the requirements specified in (48 CFR) FAR 52.228-3, the Contractor agrees to the following:

(a) The Contractor agrees to procure Defense Base Act (DBA) insurance pursuant to the terms of the contract between USAID and USAID’s DBA insurance carrier unless the Contractor has a DBA self insurance program approved by the Department of Labor or has an approved retrospective rating agreement…