J.9_Marking_Plan_Template.doc

Marking Plan (for contracts) Please note: all text in Italics is only for guidance; please delete it from your final version. This text aims to give you some guidance about the plan; however, it does not aim to cover all possible situations relevant to your project.

Project Title:

Agreement Number:

Period of Activity:

Implementing organization:

Date:

(Implementing organization) intends to mark deliverables and public communications under this project as outlined in this Marking Plan.

1. Marking of sub-awards (implementing organization) will include, in each solicitation, the standard clause about USAID Branding and Marking requirements for the information purposes of the applicants that the grantee/contractor will be required to comply with the Branding and Marking requirements of ADS320 (and, for grants, 22 CFR 226.91) during the implementation of the grant/contract.

a). When issuing a sub-grant under this project, (implementing organization) will include the following marking provision in its grants:

“As a condition of the recipient of the sub-award, marking with the USAID Identity of a size of prominence equivalent to or greater than any third party is required. In event the recipient chooses not to require marking with its own identity or with the sub-recipient’s logo, USAID may, at its discretion, require marking by the sub-recipient with the USAID Identity.”

b). When issuing a sub-contract under this project, (implementing organization) will include the following marking provision in any USAID funded sub-contract:

“As a condition of receipt of this sub-award, exclusive marking with the USAID Identity is required. The contractor will not mark any deliverables or public communications (including, but not limited to training events and materials, conferences, seminars, brochures, press releases, promotional items, etc) with any other logo or identity but USAID’s. The only exception allowable is the logo of the local government, upon approval and in accordance with guidance from USAID. The sub-contractor will comply will all provisions of the project’s marking plan, branding strategy, and branding implementation plan, pertinent to the sub-contract.”

2. Disclaimer language for publications (please include only applicable translations of the disclaimer below): All studies, reports, publications, web sites, and all informational and promotional products will contain the following provision:

3. Design of publicity materials and the use of the USAID identity

For all printed matter (such as publications, official and/or public project communications, banners and other signs, plaques, certificates, also promotional products developed to increase the visibility of the project among its target audiences), the project will use guidance set in the USAID Graphic Standards Manual. This includes such issues as the use of the USAID Identity, also colors scheme, design, minimum white space around the logo, and typeface for any project materials.

4. Marking of project deliverables and public communications List and describe public communications, commodities, and program materials that will be produced as part of the contract and will visibly bear the USAID identity:

Include a). program, project, or activity sites funded by USAID, including visible infrastructure projects or activities that are physical in nature b). technical assistance, studies, reports, papers, websites, PSAs, audio-visual productions, and other promotional, informational, media, or communications products funded by USAID c). events under the project – training courses, conferences, seminars, exhibitions, fairs, workshops, press conferences, and other public activities d). all commodities provided through the project, including those for humanitarian assistance, and all other equipment, supplies, and materials, and their export packaging, funded by USAID.

Table #1: Marked deliverables and public communications Items to include and discuss marking in table #1 (this is only a sample list; please do not include items that are not relevant to your project):

· Websites (created through USAID approval process)

· Factsheets, brochures, leaflets, PowerPoint presentations, handouts at events, media materials

· Surveys, reports, manuals, textbooks, training materials

· Events (conferences, trainings, study tours, exhibitions, briefings, seminars, fairs, workshops, public meetings, etc)

· Promotional materials (e.g., t-shirts, pens, caps, pins, etc)

· Commodities used for program purposes: equipment, tools, furniture, instruments,…

· Plaques, certificates

· Press releases, invitations, articles in the print media

· TV and radio public service announcements

· Activity sites and physical infrastructure objects

· CDs and DVDs

· Documentaries, videos Rather than marking every single item, please consider if there might be more efficient ways to mark provided assistance (e.g., instead of marking every tool, consider attaching a plaque to the room in which USAID-funded tools are used)

Please include a clear explanation of where the USAID identity will be placed (on which page, etc). Discuss placement of the disclaimer and any other used means of marking.

Please attach samples of how you are planning to mark various types of documents: i.e., include a sample factsheet or a certificate, etc – so that we can see what exactly you mean. Please only include one sample for all the types of documents that will be marked the same way – and identify which types of documents the sample will apply to.

Items included in the table below are only examples, please change as applicable.

(Implementing organization) will display the USAID logo prominently on all communication products and describe the project as USAID’s in all public communications materials. All press releases, fact sheets, letters, and other written communications will carry this branding, and other documents such as reports, success stories and brochures will include the USAID identity. (Implementing organization) will display the USAID identity in the following manner:

2). Text about USAID (included in the branding implementation plan)

2). included as the last paragraph

2). Text about USAID

2). included as the first paragraph

2). Text about USAID

3). disclaimer

2). included as the first paragraph 3). At the bottom of the back page

2). Disclaimer

2). Included at the bottom of the first page event banners

above any writing

training materials (list titles/other details if known)

2). At the bottom of the front page, in italics

Any items not mentioned in Tables #1 or #2 will be marked in a fashion similar to the one described in Table #1, unless they are exempt from marking by USAID regulations (i.e., business cards, items solely for project administrative use, administrative letters).

For the specific placement of the USAID identity on any printed matter (such as publications, official and/or public project communications, banners and other signs, plaques, certificates, also promotional products developed to increase the visibility of the project among its target audiences, etc), the project will use guidance set in the USAID Graphic Standards Manual.

Table #2: Deliverables without marking There are 8 exceptions that you could claim-see ADS320. Please review those exceptions and consider, if any deliverables or public communications under this project should not be marked. If you identify such, please include them into the table #2.

Table #3: Marking costs Items included in the table below are only samples, please change as applicable

Total

All program-related recipient publicity includes the USAID identity, along with the (recipient organization) logo; the latter will be placed on the opposite upper or lower side of the page from the USAID logo. (Recipient organization) will display the USAID identity prominently on all communication products and describe the project as the USAID and (recipient organization) XXX project.

Any activity conducted jointly by project and other donor or local organizations or any ministry will be promoted and presented with prominent positioning of the USAID Identity and the primary message “From the American People”.

5. Modifications In the event of changed circumstances for implementation of this Marking Plan, (implementing organization), through its COR, will submit to USAID a request to modify this plan and/or other related documents, such as the Branding Implementation Plan.

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