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ML s r a person

~ ~ rssponsiblm for contraer /'J,Q((Q


(Permon otrg.lnatrng request)
,
C o n t r a c t CFMS#
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Contractors GFS/AGPS Vendor N u m b e r

C o n t r a c t o r s F e d e r a l Employer I D ~ u m b ~ r - -
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C o n t r a c t o r s Name I ,I [omm-,
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~ LknJnr murt .r/-cr r h r CFMS* a r g e r d on thu j o m lo k

Approved BY:
IUnlt w g a r l flh+PJ

Approved BY :
ID~rar=or) to)
Revised: 1/98
(PAF5000)
A MkaKc pubk rdafionr firm
.- Pwn,d by cheron Eirykiri

Ms..&layTonore
..
H o m e and Community Based Services Director
Governor's Office of Elderly Affairs
Post-Office Box-80374 - ...-.- --
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. - . - B ~ € o~ou,ge,
D Luisiana 70898. . - . . ... ...- . . . --.--
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March 26,2004

6.'
Dear Mary:
-
Thank you so much for accepting the Brylski Company's proposal for community
oubeach activities relatiye to the huisiana Agmg and Disability Resource Center. I have
made the changes request& regarding cur scope of w o k ~ E I umber N i r P ~
t. .:'
Sincerely,
L

. . /
-

i:
I

Cheron Brylski .:. I


I
ii. Supplement organizatiou work with 200 person phone swey'ro
targeted demographic in service area I

c. Ask atrendees to review various logos and names for the center
i. Also ask attendees to test three most popular logosinames in I
supey s
!
3. Develop cormunications strategies based on answers to Communications
Needs AssessrneritlSurvey

a. Hold follow-up meeting with original attendees to educate them on plan


and involve them in implement.ition
- . Provide basic educatjwal material that is easy to replicate and personalize
- for attending organization's basic audience - , - - 0

c. Set up list-serve of attendees and encourage &ern to promote center


through regular emails and other "action" alerts
d. Offer media training ro those in attendance about center's key messages
i. Involve media "experts", especially broadcasters from a n a
e. Set up a "partners" program to solicit sponsorships and other supports
i. Analyze how these can be built around the new Medicare
Modernization Act
i
4. In accord w i t h b e communications strategy, roll out public presentation of -
center -
a. Hold..~qaeehouse"press event and tours
b. Produce a radio and TV Public Service Announcement
c. Buy a 3 t o 1 match of radio and TV placements within a 3Oday p e r i d ' = =
d. Implement quarterly communications plans
i. --Evaluate use of newsletters, annual reports, TV specials with
- ii. medical reporters
Develop traveling "kit" for use atfairs and seminars;distri6ute to
- key influenrials and>dvocates
-=
rs - -
iii. Utilize a lener to the editor and o p e d campaign

5. Establish internal communications "team" LO review progress of plan j


1

w
a. Begin planning Year 2 Communications Plan 90 days before end of Year
< - 7 -
1 contract period --.
b. Resent draft of Y ear 2 Communications Plan 30 days before end of Year
1 contract period
Deliverables

One stakeholder survey or needs assessmcnc


One initial eight-parish planning meeting to train in "Cornrnunication Needs
Assessment" or survey instrument
Establishment and maintenance of "advocates" email and phone network to
encourage communication and implementation of needs assessment,as well as
promok use of ADRC services
Initial -'drafr" communicationsleducation kit with draft logos for input
Repen from 200-penon phone su&ey of targeted demographic in %parish
servjce area --
-
Regular follow-up to anendees at meeting to improve suncey returns - -- - '
Analysis of Needs Assessment survey returns compared to phone-survey
returns
One Initial communications repon with one revision for finalization
Internal planning team to review communications plan based on needs
assessment activities
Development of one basic communications brochure for ADRC
Development of no more than 10 different basic "message" communications
flycn for W R C and its services
Provision of communications material in PDF form to web master
One subsequent eight-parish training meeting to train in marketing campaign
and basic messages, including media experts
One m&edng "tml kitn to help advocates educate their constiruencies about
the center
Establishment of a "partners" program to solicit help with education * - - -
Production of one 30 second radio and one 30 second TV spot, with copies
distributed to stations in %parish area
Co,nfmtion of 3-to1 match for any bought advertisement
One press conference/open hoyse for kick &T of center -
One media to& after the open house, including editorial board and talk sIi6wa
bookings
All writing services to suppon communicau ons campaign
One internal planning meehng regarding Year 2 CommunicaLions
One draft Year 2 Communications Plan
Professional Fees: Monthly retainer of b9
. ..
Expenses:
5

Production budget:
h c l ~ d printing
a of initial runs of brochures and flyers, and TV/radio production
and copies ..

* TOTAL BUDGET FOR YEAR ONE: $15,000.00

Conrracror would not be responsible for q e n s e s related to room rental, refnJhmerrts.


equipment rental, postage related 10 meerinp inviranons or phorocopying of marerials for
meetings if the extablished expenre budget for Year One is exceeded. A11 expenses will be
approved by the Client,,in& m e .
% "
(Please typa this c e q w m t )

GOZA S t a f f person rmsponsibla for contract S l r ~ k o ~~r~ W € I Z T


[ h r s o n o r i g r ~ t i n grequest)

C o n t r a c t CR3S#

C o n t r a c t o r s GFS/AGPS Vendor N u m b e r

C o n t r a c t o r s Federal Employer ID-Number -L- 1, Y


C o n t r a c t o r s Name f

Contractors W e e s k,
3 q 1 k~ L 1 5 a M

Contractors C o n t a c t person C u E3-


~ C ~ ~ \ Phone NO(W))~R~- b( (0
purpose o i contract 1o
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r c0mhun t br oU
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Funds Available -Y e s ~6
.,c; r 'e (Finance & Accouting) -.. ( D a t e ) .. .
t

-
FACS Coding -
Fiscal Year Cost Center Objed Object Dctnil Rojea Amounl

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Terms of C o n m a fh7'oteif o coawacr includa o rnondJvpomon and nrmr i n 4 p o h o n p u must brcok b o u t on sepomtrpp
with repama CFMS#.

NO=: All in*nicc.rfrom Vendor must r.fcnncr Lhr CFMS# aujg~adon Ihir jotm m br pod
- -
Approved BY: -&-

mait -gar) fm tQJ

Approved BY:
(Dansctor) (Patel
Revised: 1/98
(PAF5000)
TO Mary Tonore, Roject Manager
ADRC-Louisiana Aging and Disability Information Station
.,

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FROM
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. - .I: ,Cberon Brylski
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SCOPE OF SERVlCES FOR 2005 -

Proposal: To develop a 'year two" community outtesch and tdacatian


campaignfor the Acadiana Aging and Disability Cater or
L o n i s b Aging and Disability I n f o e n Station

Timeline: ~ecernk~'l.2004to September 30, uX)5

Monthlyretainer
.',.....+..
I,jd. ..lr
nth -
Scope of Senices: Year Two

1. In accord with the communjcations strategy dcvelopcd in Y ca.r One, toll out
.- - C _-
public presentation of center through a calendar of news and public
promotions related activities
- ... M, a. Press conferences -
.- .
b. Tdk show tours .. -- __._- _-
a c. Regional educational tours
,d. Open bouses

2. Utilizing communications and marketing survey amtudes identified in Year


I % p
One, build upon this information to strengthen tbe ARDC regional network,
its activity and operations . > .

a Trainings for professionals utilizing center


b. Contributions to plenning for Advisory meetings
c. Attendance at and participation in Advisory meetings
d. Maintenance of marketing netwark volunt6t?rs

3. Develop communications publications based on the Year Two


Communications Plan, such as newslines, newsletters and annual report
projects. Possible projects migbt include:
a. ARDC brochure
b. ADRC stickers and but!.ons
c. Posting, distribution and wpy of new PSA fur television and radio :
d. Production of powerpoint presentation kits for local agency use
e. Production of 'here's what others say about us" newsletter style piece for
local agency use
f. Produdon of agency communications b k l c t
g. Update of communications training manual

Deliverables
.-
.

At 1-pst m e 're$ondn eciucatio~~ tow


At least two community trainings in cornmunicationsissuesforvoluntesr .- = --
center advocates
At least two center "open houses"
Maintenance of "advocates" email and phone network to encourage
communication and promote use of ADRC senices
Development and maintenance of Year 2 communicarions calendar
At least four internal planning team meetings to review communications plan,
monitor its effectiveness and revise it accordingly
Development of ADRC publications
Provision of &communications material in PDF form to web master
Maintenance and expansion-of a "partners" program to solicit belp with
education
Productieaaf one30 second radio and one 30 second N spot, with copies =

disaibuted to stations in &parish area


C o d m a t i o n of 3401 match for any bought advertisement 4- M-- --
I

At least four press conferencesfmedia events


Ooe media tour after the open bouse, including editorial b o d and talk show
bwkings
All writing services to support~communid~m campaign
: - - < I

One internal planning meeting regarding Year 3 Communications


One draft Year 3 Communications Plan

i.

Professional
. ..,..< .=-
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Fees: Monthly retainer
Or ten months at
I?
'
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Expenses:
1;; I' month or
10 month.; a ~tal

TOTAL BUDGET FOR YEAR TWO: $l9,000.06)

Conhaaor would nor be responsiblefor expenses relaed ro room rental, refreshments,


equipmew rental, postage reheti to meeting invitananom
or phorocopying of mateiolr for
meetings if the established expense blrdgct for Year Two is erzeedcd All expenses wiU be
approved by the CLienr in d a n c e .
PURCHASE OF SERVICE CONTRACT

By and Between: RI ~ e ~ a r t m eof


n tElderly Ailairs
Benjamin Rush Building, #55
35 Howard Avenue
Cranston, Rhode Island 02920

And: Policy Studies h c .


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- 675 Massachusetts
. -- Avenue
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Cambridge, Massachusetts 02139 =:
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Agreement entered into: November 10,2004

F.E.I.N. #: - ,

:!<,!*d*:<.:,
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Purposc: PHASE I- Branding the ADRC and developing a marketing plan that will
include proposed public relations, message strategies and ....

-.-...* , . - materials to be $eveloped fqr_specific target audiences. fi


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PHASE I1 -Development and evaluation of approbed marketing plan over


a three year period. Recognizing that the marketing plan needs
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to be responsive to the evolving environment relating to' long term
care, the ADRC Workgroup resenlcs the rights to adjust and fine
tune the marketing plan over the course of implementation.
Time of Performance: November 10.2004 - January 30,2007
-
Payment:

Method of Payment: Phase 1 S 10,000

Phase II Febru* I. 2005 - January 30, 2006 (2 payments)*


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-.-.- FebruaQ.1, 2006 - January 30,2007 (2 payments)' .-
. .... - .- .. Each payment in the amount of % 19,9-%.as.-= 0 fi
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SPECIAL CONDITIONS:

Prohibited Interest
No member, officer, trustee, or employee of Department of Elderly Affairs shall have any
interest - direct or indirect - in this grant, or the proceeds thereof.

Discrimination Statement
50person in the Ghited States shall, on the grounds of race, creed, color, national origin.
age, sex, or qualified handicap, be excluded from participating in, be denied the proceeds
of. or be subject to discrimination in the periormance of this contract
-. .r--n #

indemnifications
The Contractor shall indemnify and save harmless. Department of Elderly Affairs-fmm
and against all loss, costs, liability, damaze. and expense, whether direct, consequential,
or incidental; for personal injury, and for property damage, such loss, cost, liability,
damage and expense arising out of, or resulting in whole or in part, directly or indirectly,
from '&rk or operations under the contract.but,not limited to the acts, errors, omissions,
<

and n&liience of Contractor's w$oyees and &'kncy. .. . ---. --- - -.. . . ...

I
Laws of Rhode Island
The rights and duties of the parties hereto shall bc determined by the laws of the State of
Rhode Island and to that end, the grant shall be construed and considered as contract
made and to be performed m the State of Rhode Island.
a
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Status of Contractor
Contractor shall be and remain an independent corporation with respect to all service
performed hereunder and agrees to, and does hereby accept, full and exclusive liability for
the payment of any and all employer conmbu~ionsor taxes, as required by the laws of the
State of Rhode lsland and the U.S Government. The Contractor further agrees to
indemnify and save harmless the Department of Elderly Affairs from any contributions or
taxes or liability thereof.
Grant Termination
The Depamnent of Elderly axairs may terminate this grant, or any pon.ion of it, by
serving wrinen notice ofterminHtion on contractor. Tne notice shall state whether the
termination is for convenience of the Department of Elderly Affairs or for default of
. contractor. If the termination is for default, the notlce shall state the manner in w h ~ c h
contractor has failed to perform the requirements of the grant. Conmctor shall account
for any property in its possession paid f i r from funds received horn the Department of
8
- Elderjy Affairs,~orproperty supplied to contractor by the D e p m ' e n t of Elderly Affairs.
. - - . - =. =
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RecordsfReports . , . - r :. .~.- ,, .- fi
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Funds awarded are subject to the Department o f Elderly Affairs policies/procedures


regarding independent auditing requirements. Weekly time sheets, weekly work logs, and
federal program and fiscal reports as required.

4 -

Signature: G,. n , - d --i)

Signatu ~&.!/A;,~*A
RI Department of ~ l d e &Affairs
- -
ADDENDUM TO CONTRACT

By and Between: RI. Department of Elderly Affairs


Jobn"0. Pastore Center
~ e n j a m hRush Building #55
- 35 Howard Avenue
Cranston, Rhode Island 02920

And: Policy Studies Ihc.


-
Ir
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:
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675 MassachusetQ Avenue
Carnagdge, Massachusetts 02139 --:--. -- -. .--- -- /
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F.E.I.N. #: b4 . I

Addendum Action: To amend the amount of the currenr award of S 89,985 for
the budset period ofNovember 10,2004-January 30,2007.
4

*faward will be increased by $ 1,250 to support the cost


of stipends for participants in focus group sessions.

, . \, will be paid to not more than 50 people for attending


.
a twb [lour focus group in January or Februw.
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groups will be facilitated by PSI


*FOCUS
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Addendum N h b e r : 1 . ~ . .
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From: Federal Project #: 2005-21201212-1 047

:a.
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Award Amount: To be increased from S 89,985 to S 91.235
I N WITNESS WHEREOF, the hereto have hereunder set their hands-and seals as of the
date(s) first above written and the contracts made legally binding to the State as follows;

Authorized Official: .Q,,


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Date: 7 I.>S lc.c~

- -
/ *gram Approval %-=

Date ..& d . __
LIZABETH WAGGER
1819 L Street N.W.. S.800
Washington, DC 20036
Phone: 202-347-5002 Fax: 202-347-2125
E-mail: Iwagger@napsnet.com

December 15, 2003


...

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h w Maack
e
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National Association of h ~ g e n d e on
1730 Rhode Island Avenue NW Suite 1200
=

s Aging
. .

Washington DC 20036 -:.

via e-mail: smaackan4a.org

t
Dear Share:
-
Thank you for wanting to wntinue working with NAPS in 2004. As we discussed, here is the
proposal utilizing:Nerth can
Precis Syndicate to distribute releases nationwide and to .
Minority outlets. * . .

Qropasal - Distribute three newspaper art~cles(andlor PSA advertisements) nationwide to -- --


10,000 newspapers; l":Sdb dailqpapers and 8,500 weekly papers. These releases will bring
q 0 0 to 400 placements each. In conjunctron with the national newspaper releases, distribute a
total of three releases to African Amencan and Spanrsh-language newspapers'we do not--=
guarantee a m~nimumnumber of placements in minorrty med~a.

3 PRINT 'RELEASES -: & :


,' !
-3"2-ColumnArticles
Line aqby NAPS.srtisf ;sen additidat 575 &+:Shdtography ....... .--. -. .-.- .-.-
and camera-ready en scanned et no edditional cost.

3 MINORITY PRINT RELEASES -


1 ,

FREE 60 SECOND RADIO RELEASE

. . .- 7 Releases Total -
Total ., -.
........
YOUwill be able to add on additional Mlnonty releases (print or radio), including Native
American;i - . j
~ c before
h March 1.2004."After March 1, the price is subject to change.
. .$

. .

You will be able to gauge the effectiveness of these releases by the detailed reports we provide.
The process begins when you provide us with some background material. We will then craft
articles around your goal and to your exact specifications. You may also provide us with pre-
- December 15. 3003
Page 2
written materials, to which we may suggest slight changes according to our expenen:& of which
words and format will get the best pick up. As our client, you have complete control of the final
product and its content. After each article IS distributed, you will receive newspaper clippings of
your successfully placed articles in newspapers across the country. These clippings will
- J enerate an analysis report each nibnm containing color graphs and cumulathie listings of
lacements. You will also be able to a k e s s your report updates on the web anytime. Our
report analysis will demonstrate how successful we've been In achieving your goal to reach your
audience by ~solatingthe results in specific markets and circulation, demographic and
geographic terms and comparative advertising costs. You will receive separate repons for your
minority releases. .._

- - i hidden.cost&
- prpposal is inclusiv~ofall the work and reports mentioned; bere ..
The -pnce.fsy--this

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are.-nc

To reiterate. North ~ m e r i & nPrecis Syndicate is a company that provides public relations
.*-
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assistance through comprehensive mass media channels across the country. For 40 years our
clients have been Fortune 500 corporations, public and government relations consultants, non-

-
profits, trade and professional associations. and the Federal government. In general, your
message will be placed in the public eye in a thorough, timely, and cost effective manner by
employing a formula, which we've mastered over the course of four decades.

With North American Precis Syndicate, you will get the kind of circulation and exposure that you
need to promote your as'&$i,ation and its services nationwide. Our reports will show you exactly
where your message was placed and how -- many people were exposed to your message.
*-

Thank you again for your time and consideration. If you agree to this proposal, please e-mail-.--
$ack your appro~a1;b~rin~~thiS letter, sign below, and fax back to me at 202 347-2125.
. . .- / .. T

Sincerely,

Lizabeth Wagger-
.- _-_-- V[ce President
LlZABETH WAGGER
1819 L Stteet N W., S.BM)
Washingion, DC 20036
Phone: 202-347-5002 Fax: 2G!-247-2125
E-mail- Iwagger@napsnet cam

NORTH AMERlCAN PRECIS SYNDICATE

*
December 8 . 2004
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Helen Ettzeroth
Natlooal Association of Area Agenc~eson Aging
1730 Rhode Island Avenue W Surte 1200
Washington DC 20036

Dear Helen:

It was very nice meeting you earlier bday. I look forward to continuing working with you and
T
Joanetta for the 20W - 2@ budget year.

- Here is the proposal we discussed, utilizing NAPS to distribute newspaper. radio and video
releases nationwide. -. . . . . .
..
.d.., *.b-, .d
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+
+

Proposal - Distribute three 1-column newspaper articles natjmwide to 10,000 newspapers;


1,500 daily papers and 8,500 wee4dy papers. These reteases will bnng 100 M O O ptacemente
e a c h . In conjunction with the nmonal newspaper releases, d*istribute a radia release to 8,500
-
radio stations (200 300 expected placements) and a video release to 1,000stations (100
expected placements). .We guarantee satisfaction, or we will re-do the release for free.

- z *-- 3 PRIKT RELEASES a , r


-_ _ - ----I -.
3 1Xolumn Articles (is0 - ma wards em-) L.

Lns en by NAPS arhrr and sIuW p h ? m are an eddr(ma/


cherge; cknt-suppbd pfwtcrgmny and camera-ready at7
, scanned at no add&mnsl cost

1 GOSECOND RADIO RELEASE


,.i -
FREE-60-SECOND VIDEO RELEASE
......
5 Releases Total ZQ!L . . i

These prices and the free video release offer a= good through the end of 2004

............................
02-296-8134 NFW17FI
I

02/2!i2313 03:2 1 F A X 120234 r z l z 5 bunhrb

*
December 8. 2004
Page 2

You wll be able to gauge the effectiveness of these releases by the detailed reports we provrde.
The process begrns when you pmvioa us with some background material. We will then craft
articles around your goal and to your exaa specifications. You may also provide us wim pm-
ntten materials, to whrch w may suggest slight changes acmrdmg to our erpenence of which
4 ords and format wrll get the best pi& up As our client, you have compkte contml of!he final
product and hs content Aner each an~cleis distributed, you wll receive newspaper drppings of
e your successfulty placed artrdes In newspapers across the country. These clippings will
generate an analys~sreport each month contarfig color graphs and cumulative list~ngfiof
placements _ You will also be a b k to access your report updates on the web anybme. Our .
u l been In achievirg your goal to reach your
reporl analysis wit1 demonstrate how ~ ~ f i s s fwe've
.
) - --
au&ence by lsolat~ngthe resutts In specific markets and urculatron, demographic and- "
geographicterms and mrnparative'~dvsrtisrngmsts. You w ~ lreceivel s~rn~lar-reponsfor radio
-- .-

and video releases.


. .
The price for this proposal is inclusive of all the wark and reports mentioned; there are no
hidden costs.

To reiterate, North American Precis Synd~cateis a company that pmvides public relat~ons
assistance through comprehensim mass media channels across the country. For 40 years our
clients have been Fortune5QO corporations, p~lblicand government relations crmsuttants, non-
profits, trade and prafess~o&alassociations. and the Federal government. In genwal, your
message will be placed in the public eyejn a thorough, timely, and cost effective manner by
employrng a formula, which we've mastered over the course of four decades.
<*-,.-.A -. F

Wlth North Amencan Preds Syndicate, you will get the krnd of umlatton and exposure that you
~ e e tod promate your associetion and its services nationwide. Our reports will show p u excctly
where your message was placed and how many people were exposed to your*&sage

Thank you again for you^-time and consideration. If you have any questions, please feel free to
call me at 2C2 w7.5002.Ifyou agree to ;his proposal, please sign below and fax back to me at ....

202.347-2 125. . ......


.~.
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Lizabeth Wagger
Vice President
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.:.-7:-

I agree to this proposal.

Helen Elkeroth. ~ a n a v e rUdercare Locator. NAAAA


6.'
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1819 L Street, NW
RICAN PRECIS SYNDICATE ~ c .
Suite 800 -washington, D.C.213036 (202) 347-5000 Fax 347-2125

January 9,2003- -
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. . .- --

Mkanda Chmura
Rail%& Associates '

1899 L Street NW,Suite 600


Washington, DC 20036

Dear Ms.Chmura:

Fallowing is direct &cation of the value of publie --mnr.s p l a d through -


North American Precis Syndicate on behalf of tbe National Association on Area
@
Agencies on Aging, inr. hr fhc period of 2001 through 2002.
Accbunt Period Descrktion A- -
NAPS 200 1-2002 E k w e Locator PSA -&
Eldercare Locator PSA xint
Eldercam Locator PSA -print
Eldewwe Locator PSA .Xint
-.

Calculations for vahung radio a d print placements are the sctoal Listcncrs or read=rs
b w n and unknown muhiplied by the typical dollar cost-per-thousandfor listen& or
readers.

.
If
.. .-...
.
you have any questions, please fizl fiee to call. .
.~,

Best regards.

Rant Franklin for


Liz Wagga
Vice President
" NORTH AMERICAN PRECIS SYNDICATE wc.
1819 L Street, NW Sulte 800 Washington. D.C. 20036 (202) 347-5000 Fax 347-2125

January 7, 2004

Willie Pate.
.;- - .- - RaeFa-& k6oC?iatei- . . ..
--. .- --:. - -- .-
- '-1899LStreaNW~~600- - --..
... . . .. .., -.- . . .

Washingtuq DC 20036 -. -. -=. , ..


via amail: willi@raiia.com
. .

Following is d i r a vaification of the value of public announcancnk phccd through Nonh


Amaican Pruis Syndicate on behalf of fix National Association of Arcs Agencies on Aging,
Inc. fm the p&od.of October 1.20M thnwgh S c p m b u 30,2003.

;i' ..
,
Q
Prbt PSA 52199
. Print PSA 52786
- y Prim PSA 5381 4
-. Print PSA pcS4218.;
.A~.

v h t PSA 57934
Print PSA' 53087 .'.

TVPSA . .. 03388
Radio PSA 06308

Calculatiurzs for valuing placements am-& arturrl list&-~~ known and unknown
muhiplied by the typical dollar cost-pa-tbarriand for advertising ram.

If you have any quatiom please feel free to call

Liz&& Waggsr
Vice President

New York Weshlngton Chlcago Lor Angel- San Francisco r AtlanU


'Flocth American Precis Syndicate, Inc.
Empire State Building
350 Fifth Avenue, Suite 6500 INVOICE
New York, NY 101 18
Tel. (212)867-9000
Fax. ( 2 1 2)867-9010

BILL @ Natl Asan.of Area Agen. dn SHIP Natl Aasn-of Area Agen. on
TO: Aging--Mimi Toomey TO: Aging--Mimi Toomey
927 15th St NW 5th- F1 9 2 7 15th St NW 5th F1
Washington, DC 20005 Washington, DC 2 0 0 0 5
( 1
Page 1 .-
cus NO- -?'' --P-O . m m SHIPPINGWFIRUCIIONS COL PR)
. - -INVOICE DATE
f;W"LW
i . - 08/06/02-
DESCRlPnON EXrWDED
PRlrF
,

ACCT EXEC COPY


.- -- ----.:=. - - -
- ORDER FOR SUPPLIES O R SERVICES --<:

IMPORTANT: M a r h all packages a n a p a p e r s w l r h c o n t r a c t andfor o r a e r n u m b e r s

' 1 D A T E O F ORDEP. 1 i C O N T G Z T NO il!anj. = 5412 -:


07/26/2CS: ' I a t . - t ~ Q C CONSIGNEE

3 ORDERNO
---.,-
c FE::IS;~~~; :EFEzEt..:E N;
- . -- . - . . -- .- . ~. - \

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WATCHT'JKG I , . _ ,
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_ _ _ -_ -_ ! an:,' lnczuonc oe:lvev as lnoicales

9 ACCOUNTING AND APPROPRl&TIONS DATA 17: REOUISITIONINGOFFICE


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11. BUSINESS CLASSlFlC4TlON iCnecr s z 3 r ~ ~ n a ocrres:.
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- a SMALL t f THE K T C L U ~ A A L L : DlSADVANTAGEC c \%OMEN-OWEC
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12 F 0 B POINT - -= c- --.- .-. -= = l z ; . , .. -. GO\.'EC!.'.?EI;? ~'LINIZ : ' E O E L I M E TO F 0 E F O l K i 1 1E DISCOUNTTERMS


.* O
- N OR
- BEFORE
- iDaie
1 2 PLACE 2' . - . -. - ,, - -. - . - - --
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> - - - . -- - -
a INSPECTlOp I r ACCECTANCE
3est:nez:c:. ; - . --5:-..;.d(--w*..i f ..-'C.
-. . . ..
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S C r i D U L E 35- rereme 13, ;e.e:sonr

:CU&NTrrY , LlNli OUANTrrY


. U * I . . - -
ITEM N O SUPPLIES C'k SERVICES . ICZKDERF.~! UNIT PRICE At>OUNT ACCEPTED
la! , I: I: I IC IF. i' IF'

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l'zfi.T,!:299:::7 L z - . ---::.
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I ! E SHIPPIN: POI!.: 'f " C _ S C 5-.5r,1h; :.,CIGV- : .? It4VOlCE NC 1171nl


[TOTAL

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I a NAME - .-
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SEE BILLING I
j
INSTRUCTIONS b STREET ADDRESS
ON REVERSE i lor P 0 00,:
I
1 GRAND
I TOTAL
-- - ,, , -
/ c CIP ~ ~ ;c iZIP
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22. UNITED STATES OF AMERICF 2 2 NAME (Tyoec!
BY (Sipna!ure:
- - -- - -.-
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TITLE C O N T R A C T I N G i O R E R I N G C F F C E P

NSN 7540-01.151-8012 O P n o r a L FOFYA u7 I*. w.

PFEVIOUS ECi-ION NCT USABLE rr.--no, GSli*rP err C I D I ) I ? ~ > S .


COh'TF-4CT PIC. !:f 3:>:, -- -- -.-- - - -. --
- .. .
SUPPLEMENTAL INVOICING INFCRMATION
If des~red,1h1soraer (or a copy thereof1 may be used Dy the Contractor as tne Contractor's I n v o l e . Instead of a seDarare tnvotce, Drobqoec
the followng statement rslgnea ano oatedl 1s on lor anacned to) !he orafr "cavment 1s reauestea !n the amoun: of S rJc
ather lnvolce wtll be subm~tted" however if Ine Conlractor wisnes l o suamit an lnvolce tne followtno lnformatlon must be provia=
contraa number ( i f any), oraer numDe!. Item numoerlsl aesalDllon of s u 3 ~ 1 ! eG:s s e r ~ t slzes,
i auanttttes unlt Drtces and enenaec
totals. Preoala shlpptng costs m i De Inalcatea as a seljarate Item on me In.:olce i h l h e ~ sn.?D:n?
e WSIS exceed S10 (except for par-:

post), tne billing must be supooned Oy a 011; of laalng or receto: iAJnenseveral craeis are :vcced l o an oraerlng acllmr). aunng the same .
bill~ngper~od,consoltaated perlodlc b ~ l l ~ n gare
s encouiaoez
RECEI'JING REPORT

Quant~tyIn the 'Ouantltv kccepred' column on the face of tnls-oraer has w e r


7
lns~ectec 1
LJ a c c e ~ i e c 9 receive:

bv me and conforms l o lhts contract Items lhsted below have t e e n relnclec 10: the reasons Ino,catec
SHIPMENT PGRnAL DATE R E C E I V E C S l G h l T U R E CF AUTHORIZED U S GOV T REP DATE
NUMBER FINAL

-
T O T A L CONTAINERS c GROSS WEIGHT I RECEIVED A T TITLE

- - = - - "NIT OuAfdnn REASON FOR REJECTlOh


-
ITEM NO. ' SUPPLIES OR SERVICES
" - . REJECTEI! --- < #

OPTlONAL FORM 347 (Rev 6/95)1BACK)


ORDER FOR SUPPLIES OR SERVICES , --
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, -.--
-.

SCHEDULE - CONTINUATION
IMPORTAN1 Mar6 a; D a T a a e s a77 case's *c-, =?!-a= anuc' o n e ' w m w r r
DATE OF OR1 ER C O N T R A C T NC, I ORDER N C
, - . - . - . . - - - .-
07/26/21 0 1 < L - - 2 2 . --
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ITEM NO SUPPLIES S E i i U l t E S
ORtE4E3

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SCHEDULE CONTINUATION -
IMPORTANT Ma* at' oacxaoes a?= c a x c A'- c-'.B= a-2 2' 3-2.. r--wFr
DATE OF ORDER CONTRACT NC ORCER NC
07/26/2001 ) , -- .-- .- - -
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*,.-a or G S L
ILG i l L C ' P I ' J >1>:
. . ORDER FOR SUPPLIES OR SERVICES ---=
-,-- --
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- . ----.-

SCHEDULE CONTINUATION -
IMPORTANT: M a r a:, oa-aoes a62 oaoen wc- =?::a= a?c,s: o a e . r.Liwrr
DATE OF ORDER CONTRACT N O i ORDER h't
, - .-.-.
07/26/2301 . - - -.-..-- -- ---. -
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IrP I41CFPl9llTi
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A M E N D M E N T OF SOLICITATIONIMODIFICATION O F CONTRACT

NAME AND ADDF,ESC 5 ; Cori;Ki;:C: r.!; r:tpc' L ; . P : , :'i'r a,.; :.= ;rc: :$; rr.!E!;:'.*Er;: C: LQLl;:;r:ICN NC
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11 J H ! S I1Et.l O'.LY PFPLIES TO Pl.!E!;DMEt;TS


, ,

OF S C L l C l l L T ! O ~ S
.

-
-
Offers must acxncuieape recec: c.
~--

Tne a m v e n u r n ~ e r n~31,::1a:,on 8s a-,ennec as se: : c F -


:K s aTe?c-,ec: a.Jcr tr I-.
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Tne r.c;: 6 T ca!e s ~ e c n i e c1.21 reteip: C! O f e r r
sc ::a:?- cr s r a-elaec
exlenae:
'5
-

I S nsl evlenoe:

c i one c' tne f s ~ i o * , ~ :me!noor ,a; E; z:-c~e~~nr


-

llerns 6 and 15 an0 r e l u n ~ n c c c r ~ e a:' :-'E a-P-:Y-: lf i 6v B C M ~ Y . P Or f~~~e ?c :&


C! :$!) amencmenl on eacccocy c! rne o w ! s~arn".re=c! I:\ 6!
seoarale letter orfereCram wn,c- i - ~ . ~ a e6 s~ E ' E . ~ C:C E:1e s::.:.:a'jz: Z T CT~?;?C: n;cT;3e. FAILURE OF YOUR ACKNO\'.LEDGEMENT TO BE RECENEC A-
i DATE SPECIFIED MFY RESULT IN REJECTION OF YOUR OFFER I! r:
THE P S C E DESIGNLTEG F O i i T h E K E i E I 2 T OF O F i E F S F R l O F TC TeE H C R WP
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13. THlS ITEM APPLIES ONLY TO MODIFICL%NS OF CONTRACTSLORDERS IT MODIFIES THE CONTRACTiORDER NO. AS DESCRIBED IN ITEM 1 4

, I A THlS CHANGE OCDiR IS ISSUED F U K S d C h i 7 5 : S ~ t c i r ai:ncn:,,.


i TeE CHir.GES C E i FORTH IN IiEt.: :; AKE AXDE IN THE CONTRACT
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NSN 7YO-C;-l51-W7: STl.tlDARD FORM 30 (REV 10-33,


Prevaus eant-n u n u s a c t Frtrrrrecl oy GSA
FAE 14E CFR, 5 2 24:
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NAMEOF OFFEROQOR C D N T W C T O F
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13.THlS ITEM APPLIES ONLY TO MODIFIC&I~NS OF CONTRACTSIORDERS IT MODIFIES THE CONTRACTlORDER NO. AS DESCRIBED IN ITEM 1 4

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152 CONTEACTORIOFFERO- : :C E A i E SIGNEC , 1 E i UNITED STATES OF UJERICA 116C DATE SIGNED

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1Stonarure c! oerroo aomori7ec rc rro- ,sl?oaiure C! Lonrraomo Omcer

NSN 7%0-01-152-W7C STANDARD FORIA 30 (REV 10-83)


P ~ E V O Ued!:lcn
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FAG i 6 E CFR, 5 2 242
- -- - - - - - -- -- -- - -- -- - -- C:
REFERENCE N S OF DOCUMEhT BEING CONTINLEC PAGE G-
CONTINUATION SHEET - + - - - -
II -
I
L

I - -
NAME OF OFFEROROR C O N T U t T O K
Moodv. Valerie
From: Thompson, Moya
Sent: Thursday, October 04,2001 9:57 AM
To: Meierhng, Wilhelm; Stone, Lena
Cc: ; Rhatigan. Chris; Moody, Valerie; Miranda, Manuel
Subject: Older Americans Month 2002

Good-Morning,

I would appreciate it if you would share the following information with Josefina:

Yesterday, we met to discuss two important topics: 1) AoA's lack of a logo (memo sent yesterday) and 2) AoA's
upcoming responsibilities to develop materials for Older Americans Month. 2002.
\\
This note is about #2, Older Americans Month 2002
.- ..- .-
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Bill, Bill, Lena, Chris 2nd Valerie and I met y&TErday to talk about possible ideas for Older AmEricans Month materials for
next year. As you, we have announced the official theme, "America: A Community for All Ages," which has already giiiie
out to the network, and it is posted onour web site. People seem to really like it.

We have a contractor ready and waiting to take order for the products we will need to produce for this acknowledgement.
Based upon our meeting yesterday, this is what we agreed upon, with your approval or changes:

Theme art (art that would surround the theme)


Poster with above (in spanish as well)
Portfolio (the folder that things go in)! ,
Letter from you to network %:I
One fact sheet that decribes AoA (in english and spanish) and itslyour priority areas
am pie Public Service Announcement (english and Spanish)
Ad slick for. magazines with theme and art (english and Spanish)
An AoA-produced Media Guide-8rr"hofi t6Telebrate Older Americans Month" in your community, etc (built aroundthe . . - - ..

theme) (english and spanish)


Some "thing" (useful gadget - i.e. mouse pad, magnet, jar opener, etc - to be determined - do you h a ~ any
e ideas!) that
would fit in portfolio (with theme) thaipeople can use and see and identify with AoA '(we have"not done hisifi-the past).

What is dflerent from past: .--

We know that the postergand all of the above actually get used! Outside the agency, the fact sheets do not, usually end
-- -up"not being used to their full.potentialnand of course leave us at a disadadvantage because they are-*-not evergreen. So
-~---
we would propose that fact sheets be developed in another stage-(not necessarily for Older ~m.ericansMonth a n i n o t with '*-
an OAM logoltheme) and this packet be exclusively to market OAM and AoA.

We are anxious to get Started on this project, so would appreciate your guidance or thoughts - thanks so much.
If we are to keep w~thour past almost untarnished record, we'd like to target gettlng the materials out no later than early to
mid- February,-so they can be of some use.
" y-

We would all appreciate your input and comments. Thank you. .%-..
Moya
$/ DEPARTMENT OF HE pa HUM SERVICES mice ot me nss~stenraecrr~aly
Administration on A ~ i n g

2 Washington D.C. 20201

Older Americans Rlonth


-May, 2002

Dear Colleague:

1am pleased to announce the theme for Older Am$ncans Month 2002: "America: A
~ o r n & u n i t y j o rAll Ages." This theme has been selected in recognition of the national
0 --- -
community
of our nation.
~nwhich we live, and in tribute to the Amencan family which is the strength
.- .
-- _^_. --- .. ._-
- -- .- --
.. .. .. --* ---. . .--. --
.-. . --
. .- - - ..
Our families are our greate~t~hope for the future. Families span generations. They offer -.

us comfort, security and sustenance. And older members of our families - grandparents,
'

parents, relatives and even neighbors - provide us with the historical perspective that
enables us to move forward and contribute to our nation's greatness and prosperity as
so many have done before. It is this multi-generational perspective upon which we must
continue to build. We must work to ensure health and human services reach across
generations, where we ha-ung people working as volunteers to assist our elders, and
at the same time, we have older adults working with youth. Stronger multi-generational
--
programs
- -
result in stronger individuals, who are more connected to their communities.
Stronger individuals result in*.stronger
..;.-.
communities, and stronger communities create a
.
'
..
.y
t
**
..
-. . -- .:. . v-.
stronger nation overall.

Families are the main providers of care for older persons in our country. In fact; we M o w --
that 95 percent of the care provided to older persons with disabilities in the
community is provided by family members. One of our biggest challenges as a nation is
to ensure that inlhome and community-based care is available to help all older adults achieve --.
- & _ _

the promise their senior years bring. We must build u p o n ~ h esuccess that has already been
-- - --. - --
achieved throughout the aging network so that all older Americans can lead engaged and
productive lives in their communities. -

Over the next several months, you will receive more information about our plans in recogni-
tion of Older Americans Month.2002. 1 am very proud to continue this tradition ofhonoring
01der.hericans andtheir caregivers, and of celebrating our families and our communities
as the foundation of our society. . ._
8.
Moody, Valerie
w w
From: Moody, Valerie
Sent: Wednesday, December 26,2001 8 5 8 AM
To: 'Rod Dennis'
Subject: RE: 0116,2nd Review update

Thank you.

.Valerie A. Moody
Acquisition Manager
Administration on Aging
valerie.moody@aoa.gov
(202) 6 19-3038 *.
Fax (202). 61 9-3759
- - ..- . .. = ~ - ..
- . .. -. . . a :.-*
-'--.-..-.. .- .- .-

-----Original Message-----
From: Rod Dennis [mailto:rod@colabours.com]
Sent: Friday, December 2 1,2001 11:49 AM
To: Moody, Valerie
Cc: Jones, Jackie; Thompson, Moya; Rhatigan, Chris
Subject: Re: 01 16, 2nd Review Update

Attached is a copy of the proposd..timeline as well as the gant chart for your
review. Please keep in mind this is a working document due to ieview,
selection, which leaves each item subject tp change. If you have any questions,
please feel free to give me a call at 703-567-4321.
..-
Thanks, .
m--d.D.&is
'- . :
.. .-
. :.-- --
A-

.. --

President . .

"Moody, Val erie" wrote:

> Rod, please prepare an estimated timeline which outlines Colabours and AoA's
> next steps-and the anticipated completion date for each requirement. Use .. .-A... 2

> Dec. 21,2001, as the start date and begin with Colabours current status.
> Please email a copy of ihe document to me and Jacqueline Jones by 3:30pm on
> Friday (12121).
>
> Thank you.
>
> Valerie A. Moody
> Acquisition Manager
> Administration on Aging
-,
-
- - - --' U;TY...eY. w
> (202) 619-3038
> Fax (202) 61 9-3759
>
> ----Original Message----
> From: Thompson, Moya
> Sent: Monday, December 17,2001 2:38 PM
> To: 'Rod Dennis'
> Cc: Rhatigan, Chris; Moody, Valerie
> Subject: RE: 01 16,2nd Review Update -
> -
> did you get my voice mail saying the first photo was fine?
>
> -----Original Message-----
> From: Rod Dennis [mailto:rod@colabours.com] *
> Sent: Friday, December 14,2001 5:20 AM
> To: Moya Thompson , - -.-
-
Subjectdl 16,2nd Review Update
> z
..-

> Hi Moya,
>
> I just wanted to update you regarding our status for the 2nd
> presentation. We are currently still in process of obtaining the photo
> of President Bush and the fireman at the proper resolution. As a result
> of our research efforts, we have located the specified photo, but at a -

> very low resolution. This resolytion size does not allow us to even
> present comprehensives due to 6 8 lack of size information. We are
-
> expecting some hard copy material ofthe noted photo, which has not
> anived yet. Moya, if you happen to have this image in hard copy form, -- - 4

> we can scan it in and proceed-with the manipulation process in order to


> present the revises. Please let me know if you do have this image. We do
> have some noted photography of firernw that has appeared on the media, .- -. ,--

> which we can use for the presentation. I am attaching copies of these
> images for your review. We have used some of these images in our
> revision process.
,
> * -
--,
I-

- +Pleaselet me know how you would like to p o c e a .


>
> Thanks,
>
> Rod
December 20
Colabours presented 2* review of thernatic design

December 27
Colabours presents 3rd review of thematic design
.-
January 11 Meeting
Approval of thematic design to proceed to conceptualization and development of the
. following materials:
- Ad Campaign
- Media Guide *,
- Sample PSA
- -Fact Sheet . =
-
-
= .-
- i . .
.- --.:--. -- . .- : 8

Jan 11:: . ., . .
=.
.* : ..
- .d .
- - -
Colabours discusses with client their objectives and parameters to develop strategy,
plan and production of comprehensive materials of the following items:
- Ad Campaign
- Media Guide
- Sample PSA
- Fact Sheet
- Conference
In addition Colaboursyfl discuss Conferencing agenda to begin planning development
of materials. Copy requ~redfor:
- Ad Campaign -
- Media Guide -.
- Sample PSA 'I.'.c'A.. .ac

- Fact Sheet
- List of Conference participants , .- - __ a

Jan 25
Colabours presents'designs for:
- - .*.-=:
~ : : I
- Ad campaign
- Media Guide' -= .,
:. -.
- .2 .
-:

- Sample PSA
- Fact Sheet

Jan 30
Client presents input on designs for:
,-,;Ad Campaign =
- Media Guide
- Sample PSA
- Fact Sheet
Feb 6
Client reviews final art for:
- Ad Campaign
- Media Guide
- Sample PSA
-
- Fact Sheet -
Client meets with Colabours on:
- Ad Specialty ltem
- Poster
- Conference Guide
- Conference Flyer
*.

Feb 11 - -.
0 -- - ~ l i e npresenis
f input on design fo?-
- Ad Campaign
Client presents final input onAd;sign for:
- Media Guide
- Sample PSA
- Fact Sheet
Client supplies copy for:
- Ad Specialty ltem
- Poster
- Conference Guide .+
- Conference Flyer 4 '
. .
- Feb 15
Colabours presentscfinaladfor:
- Ad Campaign
Client Approves:
- Media Guide
- Sample PSA
- Fact Sheet . =-

~- --
--:/--.. . ,,. Feb 20 .- .-., .* --.. ---
.

Client presents input on final design for:


- Ad Campaign . .

Feb 22
Colabours presents initial design for:
- Ad Specialty ltem
:Poster
- Conference Guide
- Conference Flyer

Feb 25.'
Client approves:
- Ad Campaign
Feb 27
Client presents input on design for:
- Ad Specialty ltem
- Poster
- Conference Guide
- Conference Flyer
- .
-
March 6
Colabours presents revised designs for:
- Ad Specialty ltem
- Poster
- Conference Guide
- Conference Flyer
- --
- - -
e -__ -- -
March 11
Client presents final revisions for:
- Ad Specialty Item
- Poster
- Conference Guide
- Conference Flyer
March 15
Client approves final art for:
- Ad Specialty Ite'm
.- Poster
- Conference Guide
- Conference Flyer
I '

Date: February 13,2002

To: Administration on Aging


330 Independence Avenue, SW
Room 4647, Cohen Building
Washington, D.C.20201 -0004
-
Attn: Ms. Valerie Moody

Re: Contract Update and February 8,2002 meeting:

Dear Val.* e,
---- -1 wanted to update
..-
you on the current status of the contract as wellhS'to c o - d m &e'lisP
-- /

-
of objectives and tasks that wire discussed in our last meeting on February 8,2001 The
list is as follows:

ITEM: PSAs
TASK: Revise the PSAs according to the following criteria:
Concept development must stress a "Call To Action" for the
individual
C w e p t development must incorporate more intergenerationalism as
well i s multi-culturalism. It must relay a warm feeling as well as .-
portray a sense of upbeatness and energy.
..*-Focus
4 -.. ..not
,only on the individual's responsibility and to inspire them _ --_-
to get involved.
All messages must draw the attention of the reader to.. the proprams
.v E - 8

of AOA. The top three programs are as follows:


Nutrition
0 Transportation
C
rh'R
4-- Y
Client expressed deSlre to radio PSA (not video).-% PSA
2

-
is to be produced and distributed on disk. Contractor was tasked to
J investigate and prepare an estimate of cost to produce item. Client
expressed the need to have license free music incorporated into
concept development.
'
..STATUS: Revised PSAs are pending completion by end of the week (02115/02).
Contractor is receiving competitive quotes for audio disk develo$~ent and is
preparing to submit estimate by..firstpart of the week. (02118-19/02)

ITEM: Ad Slicks
'-

TASK: Contractor has begun initial phase of concept development for advertisements.
STATUS: First drafi of copy is in progress of development for client review.
ITEM: Media Guide
TASK: Contractor received disk with final copy to begin design developmen6 for
guide to be presented within 10 business days
STATUS: In progress

ITEM: Exhibit Materials


TASK: Client will review photo images to be submitted to contractor to incorporate
into design development. Contractor has begun initial phase of conceptual
development of exhibits and isawaiting images fiom client.
STATUS: In progress

ITEM: Mouse Pads T

TASk- : Prepare mouse pads incorporating approved thematic identity. Prepare


-- competitive estimate iFproduce 12k. .. --- .- .* '
--a
/-- . #

STATUS: Contractor is receidng competitive quotes and is preparing to-submitestimate


by first part of the week. (0211 8- 19/02)

ITEM: Logo Sheets


TASK: Prepare logo sheets of approved thematic identity in both four color and black
and white for distribution.
STATUS: In progress

ITEM: Web ~ r g g ~ i c s
TASK: Prepare approved thematic identities in both full-color and black in white in --
the following digitized compressed formats to be posted and downloaded from
A O A , ~ ~ e b ~ i t , e , Tformats
he are as follows:
JPEG
EPS_ .. .,. d s __
a TIFF

Both f 6 h a t s will be prepared in both RGB and CMYK modes. These modes
+will allow the end user to implement both on screen usage as well as print and
-
-
.. .< ..
.- ..

- duplication:- ..-.. <. -. .-..

.- .

STATUS: In progress

If you have any questions, please don't hesitate to call me at 703-567-4321. !


.. ." -
C....

Regards,

Rod Dennis
President
Date: February 13,2002

To: Administration on Aging


330 lndependence Avenue, S W
Room 4647, Cohen Building
-. Washington, D.C. 20201 -0084
Attn: Ms. Valerie Moody
--

Re: Contract Update and February 8,2002 meeting:

..
- -.
.
-
Dear Val...le,
..
- -.-
.. .
-
-- .... .- - -- --
- --
. -
1 wanted to update you on the current status of the contract as well as* confirm thr list-
of objectives and tasks that&irediscussed in our last meeting on February 8-;2(101%e -- .
.-
-
. .....
---. .

list is as follows:

ITEM: PSAs
TASK: Revise the PSAs according to the following criteria:
Concept development must stress a "Call To Action" for the
individual
C d v p t development must incorporate more intergenerationalism as
well as multi-culturalism. It must relay a warn feeling as well as .-
portray a sense ofupbeatness and energy. .-

.,,.Focus
.-. -. not
., only on the individual's responsibility and to inspire them
-.
to get involved.
a

of AOA. The top three progams are as follows: --- -


All messages must draw the attention of the reader to the programs
- --
a Nutrition
-
Transportation --
*<
INR - .
.*

- _-__ ..
-- Client expressed deSire to produce radio PSA (not vided. Th~-P_S&.
is to be produced and distributed on disk. Contractor was task+ to
-
investigate and prepare an estimate of cost to produce item. Client
expressed the need to have l~censefree music incorporated into
concept development. I
1
.STATUS: Revised PSAs are pending completion by end of the week (02115/02).
Contractor is receiving competitive quotes for audio disk development and is
preparing to submit estimate by,first part of the week. (02118-19/02)

ITEM: -. A d Slicks
TASK: Contractor has begun initial phase of concept development for advertisements.
STATUS: First draft of copy is in progess of development for client review.
ITEM: Media Guide
TASK: Contractor received disk with final copy to begin design development for
guide to be presented within 10 business days
STATUS: In progress

ITEM: Exhibit Materials


- TASK: Client will review photo images to be submitted to contractor to incorporate
into design development. Contractor has b e w initial phase of conceptual
development of-exhibits and is awaiting images from client.
STATUS: In progress

ITEM: Mouse Pads ...


TASK:,-- .-.Prepare mouse pads incorporating approved thematic identity. Prepare
- - . m p e t i t i v eestimate tu~produce12k;
-' --
. . . . . . - - - .
-- - -
~

__. - . . . . :-

STATUS: Contractor is receiving competitive quotes and is preparing to submit-E3tjinsfe.


...... -A:-

. - .
.-
.. . -
---
..

by first'part of the'week. (0211 8-1 9/02) . ....


.

'..
ITEM: Logo Sheets
TASK: Prepare logo sheets of approved thematic identity in both four color and black
and white for distribution.
STATUS: In prog-ess
-
ITEM: Web Graphi-cs
TASK: Prepare app%ved thematic identities in both full-color and black in white in
the following digitized compressed formats to be posted and downloaded from
AOA's website. The formats are as follows:
--.-
3FEG -.
a EPS
TlFF . .Y - .^ ----

Both formats will be prepared in both RGB and CMYK modes. These modes -
will allow the end user to implement both on screen usage as well as-print and - -.
. . -
--.-. -- .
. . . . duplication. .... .--
. .
- ii.---
. .
&-:&-x?:- . s-

STATUS: In progress . . . ...


-

If you have any questions, please don't hesitate to call me at 703-567-4321


.. >:-:
Regards,

I
Rod Dennis
President
- w
I Moody, Valerie
<L.

From: rod dennis [roddenl@earthlink.net]


Sent: Wednesday, February 20,2002 1 1:21 AM
To: carol.crecy@aoa.gov; Moya Thompson; Chris Rhatigan; Valerie
Subject: 01 16, Direction for PSA development
Hi Carol,

Thank you for your patience during this process of redevelopment of the PSA.
It was our understanding that the.target for the PSA is senior citizens and that the call to
action is for them to volunteer and get involved in their community. This is an
EMPOWERMENT message. We are saying get,out and DO something. This speaks to a
younger and more viable senior, a recent retiree.
-- - ---
-=-*- 4-

Then, there is a secondary task of informing seniors about programs%.xh 3s N ~ ~ f i o r_ ;- I-

_ ---
Transportation and INR. This is an ASSISTANCE message. We are saying -.
call us and get -
HELP. This speaks to an older, less healthy senior, someone who probably doesn't have the
energy to volunteer. A definite secondary target here would be the senior's caregivers,
friends and family members.

These two messages are not tonally or strategically compatible in a single spot. The -
energetic, aging boomer re.wnt retiree doesn't want to be lumped in with the older, more
vulnerable one. And the mo&'vulnerable, older senior won't relate to the call to action to get
out-there and volunteer. Furthermore, this is too much information to convey in a 60 and
especially in a 30 second spot. People are driving, they're distracted and they recall a
,"1--7* .
maximum of maybe three imgoifant points if they're even interested in the subject matter.

We need your direction on which way to go, or we need to do 2 different 'Spots,'orie 3ilcth the
empowerment message, targeted to young seniors, and one with the aid messages targeted to
older, frailer seniors and those who love them.
. .*

_-_--
I f thechosen direction-is empowerment, gd'out and volunteer and use those ualuable.life
skills, then it would be nice to have a number they can call for some volunteer options.
Otherwise, people won't know where to start. (WAMU recently did a volunteer drive where
people called 1 -800-volunteer and were given options according to what they wanted to do.
We could set up a hotline where this kind of information is available to seniors - referrals to
local s. o..w kitchens, m-entoring programs, museum docent programs etc.)
.C .. -

If the chosen direction is aid, then the call to action becomes a simple "for more
in formation..."

Please let me know when you would like to discuss this matter.

Thank you,
Date: March 6,2002

From: Rod Dennis


Colabours Communications, Inc.
4901 Seminary Rd., Ste 104
Alexandria, VA 223 1 I
- -
To: Administration on Aging -
330 Independence Avenue, SW
Room 4647, Cohen Building
Washington, D.C.20201-0004

-
Attn: Ms. Valerie Moody Z

. - R& - C&tractUpdate and Febmary 8, 2002.meetin~: -


--;- -.. - -- ..
~ - --.:.- &.. .. *L. R 0

.. . >. 2

Dear Valerie,

Per our discussion, the i'ollowing are the notes that go over the objectives and tasks that
were discussed from our March 5,2002 meeting. In our March 1,2002 meeting when I
was presented with the need to provide comprehensives of the following marketing
materials:
-
1. 9.5" x 12.5" Envedop?
2. 9" x12 " Kit ~ o l d e r ~ : .
3. 18" x 24" Poster -
4. Media GuideA3rochure (8pg)
5. Logo Sheets (B&W and-Color)
6. Letter
7. PSAs (Radio-2 versions),
8. Fact Sheet
- -
You inform4 me that these materials were to be presented to Public Affairs as well as to --
-- ...-- , GPO. I mentioned that although we havp concepts &qj we were still in the design phase -- -
and that the initial preseh'tation of these material~werenot finalized. The fonowini
the itemsfand or issues that are in process of being implemented for final review: --

1. Final s'election of unlimited usage images.


2. Finalize formatting of layouts and files.
3. Submit 2nd finalized concept for review Friday, March 8, 2002.
,. /?'.''
:

-..-A
As a result of our March 5" meeting, the following tasks were assigned:

1. Hold off on exhibit until Marketing Package has been finalized (submitted for review
to Public Affairs-waiting for approval)
2. No translation of documents at all
. 3. Produce 2500 mouse pads (review of comp and sign off to produce March 6,2002)
4. Media Guide design (continue design development)
5. Preparation of.Web malerials (pending approval fiom Public Affairs)

'ITEM: PSAs

- . .
.*---<
.
-
TASK:

- -.
Received new direction to develqg 2 radio PSAS. One focus on "call to
Action" the other focuses on "Eldercare"
S T A T U S - ! ! : B B ~ ~ ~ Tand
-

ITEM:.. Ad Slicks
~ Vprepared
~ S ~ ~ to submit for approval
-. .. .-
/ -:.- . -
.
-
.-.
---- .. ..*
. --
4

. ..-
-
-- - .

.
. .
-

STATUS: Design layout has been developed. Copy heads have been developed for
review on F;day March 8,2002 meeting.

ITEM: Media Guide


STATUS: In progress
-
ITEM: Exhibit Materials
STATUS: On hold %<
.-
ITEM: Mouse Pads -. -.-
STATUS: CompAzbtTfikspreparedfor review and sign-offto production (15-business
day turn around from day of sign-off)
,.- - d I-

ITEM: Logo Sheets


STATUS: Completed -
-
-- -- /--

"
ITEM:
TASK:
Web Graphics e .--
Prepaiie app<dved thematic identities in both full-color and black-ih-wKitEiii
- -
the following digitized compressed formats to be posted and downloaded fiom
AOAYswebsite. The formats are as follows: JPEG, EPS, TIFF.

Both formats will b e prepared in both RGB and CMYK modes. These modes
will allow the end user to implement both on screen usage as well as print and
.. ..., . . . .-
1

duplication. .--.+ - .

STA.TUS: waiting for Public Affairs approval

If you have any questions, please don't hesitate to call me at 703-567-4321.


Regards,

Rod Dennis
President
Date: March 6,2002

From: Rod Dennis


Colabours Communications, Inc.
4901 Seminary Rd., Ste 104
Alexandria, VA 2231 1 -

To: Administration on Axing


330 Independence Avenue, SW -
Room 4647, Cohen Building
Washington, D.C. 20201 -0004
A m : Mrs.Carol Crecy *

-- - _ -
Re:
- .
Contr'act update q d F e b n w y 8,2002 meeting:
- - * -. J --
Dear Carol,

The following are the notes that go over the objectives and tasks that were discussed from
our June 3,2002 meeting:

I. SELECTION OF EXHIBIT STRUCTURE


The exhibit svucture that was selected was the VENUS (4'x6') Nomadic
Structure. Following the selection of the structure
4
II. DESIGN OBJ@~-TIVESFOR AOA EXHIBIT
- 1. Need: Graphic representation of AOA and the types of services -
they provide.
2. Strategy;&, ,,
, Conceptualize and develop designs that incorporate select -
images and keg phrases. that communicate the essence and
nature of the rype of service as well as the overall current
theme of the administration. The base idea is*tmelay - - - -
"What We Do Makes A Difference"
.--

Suggested develop will be that of a "thematic approach".


-- --* .. .. ,. . .
Design will lend itself .lo various applications depending on
I-.

,, venue ancfaudience, - ' .-- --.-._


A .-.

111. TYPES OF SERVICES AND TARGETED ASPECTS


1. HCB-LTC Services: (Home Care Based) - Transportation, Information
& Assistance
2. Caregivers: Information, Assistance, Respite
,. .- - Clien~Image Sugges~ions:show caregiver survival
tips class serting. show caregiver givinglreceiving
uaining (how to lift), Person brushing 2-Senior
womjin's hair.
3. Nutrition Services: Meals, Counseling, Screening
Clienr Image Suggesrions: people sitting together in
a group. a person givinglreceiving a meal.
4. Preventive Health: Exercise. Medication Management, Screening
Clienr lmage Suggesrions: Tat Chi Class, Screening.
5. Elder Rights: Ombudsman, Legal, Pension Counseling, Elder
Abuse Prevention
Clienr lmage Suggesrrons: Police/Medical personnel
working with senlors.
6. Alzheimer's: -- Home Health, Resplte, Personal Care

IV. ADDITIONAL ASPEflS OF SERVICES


1. Intergenerational: Depict grandparent and young child
2. Volunteerism: Crosscutting over all services

- - -- -
V.
-

.
PRESENTATION

submit to you. . theproposed


.. .. - ..-
X-

-first presentation is schedule for Mid July. The design will use selected images
that ~ e r ~ s u b m i t t etodus fi?FFPO.I will update you of our progress as well as
schedule for the initial photo shock-

If you have any questions and or modifications please let me know at your earliest
. ---. .-..-
- - - - .. .- -.
..
-- .-
..--
-.
convenience. I can be &ached at 703-567-4321.

Regards,

Rod Dennis
President :::.a2
'..,

A .- . .. .. ~ . -....

.. .- - I.. . _-
-
I
Moody, Valerie
w .r L t
,From:
'Sent:
Thompson, Moya
Thursday, March 14,2002 11:55 AM
To: Moody, Valerie; Crecy, Carol; Rhatigan, Chris
Subject: RE: ad slick

if no one has gotten back to you, then the answer is yes. We decided just to go with the slicks. maybe we can do two
with separate
.. . captions. Thoughts? -- .
..
--
4 r i g i n a l Message--
From: Moody, Valerie --
.-
Sent: Thursday, March 14, 2002 9:02 AM
To: .. Thompson, Moya; Gecy, Carol; Rhatigan, Chris
Subject: RE: ad slidc

Am I understanding correctly? AoA has decided n 2 to use the PSA's? If so. can 1 officially tell the
-
-- __ --
contractorthe-task is n o longer necessary?--- - .-

_- _- _. -- .. .-
.-
-- --
Valerie A. Moody .. -- --c= .
- -. .. - .--
Acquisition Manager
Dept. Health and Human Serv<ces
Administration on Aging (www.aoa.gov )
(202) 619-3038
Fax (202) 619-3759

-
---0r1glnal Message---
From: Thompson, Maya .,-,, --.
Sent: Thursday, March 14,2002 8:59%4
To: Gecy, Carol; Rhabgan, Chns; Moody, Valene
Subject: ad sl~dc

some initial rough draft thoughts for the ad slick


.-
more coming
*+

m idea if this is-the-waywe want to go cc F i l e ~ a dslick;doc-.- but.at least it gets us thinking! Maybe can have
--..
-ye<-- .- --

several versions. since we are not using the PSAs. -- ... - . ..-.
.-
. .
.. -
idbody, Valerie
Fwm: Rhatigan, Chris
Sent: Wednesday, March 27,2002 322 PM
To: 'roddenl @earthlink.net'; 'rod@colabours.com'; Watson, Sophia
Cc: Thompson, Moya; Greenberg, Saadia; Moody. Valerie
Subject: RE: for web when you send over OAM stuff to SophialSadie

Rod - i s it possible to receive from you the Older-Americans Month logo in the various formats for users to
download from the web for professional printing (like we did last year for the web)

Adobe Illustrator FileICMYK (ai)-

, ~ncapsulatedPostscript FileICMYK (four color process)

-
\

Encapsulated Postscript FilelRGB (non printing 6rmat)


- ..
--E&apsulated P O ~ S C ~ ~ ~ V~J Pi El Ge l (four
~ scolor
~ process) - e r n

Black and White ( g r e y ; c a l e ) ~ l ~;;ision of the logo

Encapsulated ~ o s t s c r i ~FilelRGB
t l ~ ~ (non
~ ~ printing format) to create gif files to display on the web.

We'd also like to post two versions of the poster on the web: for professional printing:
-
Adobe Photoshop eps (inAepg format) - for downloading only

.
and a .tif file and a smaller$'g file (for our network to display on their web sites)

;- Adobe Acrobat PDF format

-----Original Message--
From:
Sent:
Moody, Valene
Wednesday, March 27, 2002 1:OZ PM
. .- - . __
To: 'roddenl@earthl~nk.ner;'rod@colabours.com'
Cc: Thompson, Moya; Rhabgan, Oms; Greenberg, Saad~a
Subject: FW: for web when you send over OAM stuff to Soph~a/Saadle
Importance: H ~ g h '
- Z I I J = .-..
Hi Rod, as discussed, p~kasew&k with Chris. Moya and-Saadia to get the OAM Materials ready forthe
Web. A copy of the most current letter is attached. Thanks.

Valerie A. Moody
Acquisition Manager
Dept. Health
,zF:. and Hum* Services
=

Administration on ~ ~ i (www.acla._gov
n g )
(202) 61 9-3038
Fax (202) 619-3759

----Original Mesage-
From: Thompson, Moya
Sent: Wednesday, March 27, 2002 1251 PM
Tit:
cc
Subject:
Rhatigan,--
Moqa, Valerie; Crecy, Carol
foi web when
-
send over OAM stuff to Sofhiia/Saadiia

c* File: OAM Letter 2002.doc >>

this is an electronic version of the letter we got signed. needs a nice letterhead for the web. If you don't have the final
fact sheet. Donna does.

this should lead the OAM 2002 materials on the web.

But you need to be in touch with Rod to make sure you have all the latest OAM stuff. It is possible that Saadia did this
already. but may not have the final changes.
I
Moody, Valerie
w w I

From: Moody, Valerie


' .Sent: Wednesday, March 20,2002 11:14 AM
To: 'roddenl @earthlink.net1;'rod@colabours.com'
Cc: Crecy, Carol; Walker, Edwin; Thompson, Moya; Cedar-Southworth, Donna
Subject: FinalIApproved OAM Materials

Importance: High

Hi Rod, as discussed, here are the "finallapproved" OAM edits, Fact Sheet and Letter. Once Ms. Carbonell
s i p s the letter it will he ready for copying. 1 would like to receive the final OAM packet by Monday (3125) or -
before if possible. 1 will be out of the office March 29th-April 8th and 1 need to give the packet to GPO before 1
leave, since it will take approximately 2 weeks to receive printing quotes. If you have any questions please
contact me as soon as possible. -

OAM Materials OAM factsheet OAM Letter


Edits1.d~ revi5ed.d~ 2OO2.d~

Valerie A. Moody
Acquisition Manager
Dept. Health and Human Servic'q,
Administration on Aging (www .aoa.gov )
a
(202) 619-3038
Fax (202) 61 9-3759 .J,*Ic.A-I - ,Ie -- --

Tracking: Recipient Delivery


'roddenl @earthl~nknet' Fatled. 312012002 11'14 AM

-- ,= 'rod@wlabours.com'
, I
,. -.
-,- Falled 312012002 11:14 A 8
---- - --- -- -
crecy. Carol
Walker. Edwn
Thompson. Moya
Cedar-Southwonh. Donna
* * * 1un-1~~ -I -1 I'rn-cu. L
'
TTI W QW HW 2Bt 619 J759
DFlTE TIME RDDRESS MODE
- TIME
-------- PFKX RESLLT PERS. WE FILE
I _ _ _ - - - - - - - -

MFIR.28. 12:23PM 7036711936 TES 2'48" P. 0 OK 745

4 : WITCH C : CONFlDENTIQL : TRQNSFER


M : MEMORY L : SEND LQTER @ : FORWARDING
5 : STFINDRPJ D : DETQIL F : FINE
* : PC % : PC DIRECT
Dear Colleague:

It is my pleasure to share with you materials that have been developed by the U.S.
Administration on Aging for our nation's annual celebration of Older Americans Month.
For more than 30 years, the President of the Un~tedStates has designated May as the
official month during which we acknowledge the extraordinary contributions of millions
of-olderAmericans. Older Americans Month a1so presents us with an opportunity to
_markone of the single most impoi-txnt achieve~ncntsof the past century -- the longevity
of our population -- and the challenges and opponunities that accoriipany !hat growing'
- -
demographic in the c o m ~ n gyears.

This year's theme, "America: A Community for All Azes," was selected in recognition of
the national community in which we live, and in tribute to the elders of our families who
represent the strength of our nation. Older Americans provide us with love and guidance,
and they set the standards by which our families and our children's families live their
lives as responsible citizens of our great nation. In essence, older Americas are the
heartbeat of our comrhtqities, and they give us the energy and motivation to move
forward and contribute to our nation's strengh. success and prosperity.

2002 is an exciting year for our aging community. We are celebrating the 3 0 ~
anniversary of the'O'l'der Americans Act Nutrition Program, one of the most successful
community-based programs for seniors in Amenca. And we are also heralding the
convening of the 2ndWorld Assembly on Aging. held in April 2002 in Madrid, Spain. At
this important gathering of over 100 nations of the world, America's position as a
compassionate nation, which values its elders. was affirmed.

1 hope that you will join me in celebrating Older Americans Month! I am proud to .-.
continue this tradition df honoring older Americins. and their caregivers, aiid bf -
' ---
celebrating the role of older persons in our families and communities.

Sincerely: . ,

!
.- a

Josefina G. Carbonell
Assistant Secretary for Aging
MONTH MATERIAL
AOA OLDER AB~EFUCANS
ADDITIONAL SPECIFICATIONS

.. ITEM DESCRIPTION - TITLE QUANTITY

T H E KITS SI3OULD BE ASSEJVBLED W'ITH THE FOLLOWISG ITEMS: . ..

1. Assembled Folders
Portfolio (9" x 12") wilh 4" pockets

-
Cut Form Logo Sheets (color) - 4 Color (4C)
Cut Form Logo Sheets @iack)
Fact Sheet O l d e ~ ~ e r i c a -n Reflex
s Blue & Black
- _- -a-
Media Guide Brochures - 6x9 Saddle Stitch (2)(4G)-
Ad Slicks -Order American Month black)
-

Letter A Message from the Asst. Secretary -


(Reflex Blue & Black)
Poster 17" x 22" - 70-pound litho-coated (4C)
Envelope Mailing Envelope - (4C)
9" x 12...or best fit
The additional items to be printed are listed below:
,.t' ?..

2. Fact Sheets Older Americans


-- 3. Media Guide Brochures
4. Ad Slicks Older American Month (black)
'5. Poster . u I - ~ M . . .-. .-.-.Flat

6. Folders America A Community of ~ l Ages


l

Letter and Fact She-ets: 60-pound Opacified White book paper (JCP A80), using
not more than two inks (includes any use ofblack)
-
- _-
/-- 4
- -- .
' Poster and hledii Guide: Self-cover products. with a four-color processon'70~~amrd - --
litho-coated paper. i
I,
Ad Slicks - (Black Ink) shall be printed on 70-pound lito-coated paper.

Logo Sheets - Shall be printed on 70-pound litho-coated paper stock.


-
.--..
Proof and Press Sheet Inspection Requested

* ADDITIONAL SPECIFICATIONS ARE ATTACHED.


Moody, Valerie
From: rod dennis [roddenl@earthlink.net]
Sent: Friday, March 29, 2002 9:27 AM
To: Valerie Moody
Cc: Rod Dennis
Subject: 01 16, Fact SheeffSxl2 Envelope revise and
Hi Valerie, - .

Per your request I will be making the following revisions to these items:

AOA FACT SHEET:

Logo make black and white


Title and-bulle_tsmake Reflex Blue. --- .

' -* Attach GPO 952 form .- -

9 . 5 " ~12.5" ENVELOPE: -.

Make sure address reflects DHHS 330 lndependence Ave.


Move penalty verbage up under Logo at top left comer

1,will submit all materials to'tke specified contact that you lefi on my voice mail on ZIP diskettes along
with a color comprehensive in a-ddition to the set that I pave you. If you have any questions, please don't
hesitate to call me at 703-567-432 1.
.,<..+ ...4.. , - ... -. -. . . . . . . . - .

Thanks,

Rod Dennis - .- - .
Date: April 10, 2002
From: Rod Dennis
Colabours Communications, Inc.
4901 Seminary Rd., Ste 104
Alexandria, VA 2231 1 -

To: Administration on Aging


330 Independence Avenue, SW
Room 4647, Cohen Building
Washington, D.C. 20201 -0004
Attn: Ms. Valerie Moody ..
Re: - C h n m c t Update and Exhibi-t&laterials: - .
;
b .--
- ..
. - - . . . . -- . ..-
.-
.- .
.

Dear Valerie, - . -. - - -- - -.. - .. ..- ...


A . .

Last week 1 submitted to Suzanne Cruz thefollowing files to be submitted for printing:

1. 9.5" x 12.5" Envelope


2. 9" x12 " IGt Folder (revised per your latest specifications)
3. 18" x 24" Poster
4. Media GuideBrochure (8pg)
5. Logo Sheets (B&,W . and Color) %.

6. Letter -. %%

7. Ad Slicks (2 versions)
8. .Fact Sheet (revised per your latest specifications)
9. GPO form +..,,..-. .. -. ,
.?,-.
-. ... . . .

I informed Suzanne that 1 am available l o follow through with the An Direction and press
check of the materials. Please let me know when you will need my assistancejn the pr-. - -
production as well as the postproduction of the materials.
.- -
ITEM: PSAs
STATUS:'ltem removed
. ,
-- -
. -..- -.
.
. -.
ITEM: A d Slicks
STATUS: Complete and submined for printing

ITEM: hledia Guide


STATUS: Complete and submitted for printing

..:'ITEM: Exhibit hlaterials


STATUS: Regarding the exhibit, when we last met with Carol, Moya, and Chris they
were reviewing photos for the exhibit and were going to get make selections
and submit those photos to us to be incorporated into the design. Please let me
know when we are to expect those selections, so we can complete design for
the exhibit and schedule our first presentation.
ITEM: Mouse Pads
STATUS: Currently, the mouse pad is in production. We did receive a proof, but needed
minor corrections. The anticipated delivery date is still in place for the end of
the month.

ITEM: Logo Sheets


STATUS: Complete and submitted for printing

ITEM: Web Graphics-


STATUS: We submitted all of the requested files to be placed on the web, for the
exception of the pdf files of the Fact Sheet, Letter. and Media Guide, which will be
delivered by the end this week.

* .-
- --
- -.
- -
If you have any questions, please don't hesitale to,call me at 703-567-4321.
- -.
--- -
-- . -- - -

Regards,

Rod Dennis
President
1 CONTRACT ID CODE j PAGE OF PAGES
AMENDMENT OF SOLlClTATlONlMODlFlCATlON OF CONTRACT
1 1 1 i
2. AMENDMENTrMODIFICATDN NO 13 EFFECTIVE DATE 4 REOUISTIONIPUROWSE R E 0 NO 5 PROJECT NO (I1 a w n a w e 1

000004 106/12/2002
6 ISSUED BY
HHE CODE 1 7 ADMINISTERED BY (I1 orrw rnan lrem 6) CODE HP.E

DHHS/PSC/AOS/DAM (202; 266-8856 DHUS/PSC/AOS/D.Xh: (202; 26G-8856


ROOM 303-8, HHH BLDG ROOM 303-B, HHE BiDE
200 INDEPENDENCE AVE, S.K. 200 INDEiEKDSNCE AVE, S.K.
WASHINGTON DC 20201 -- WASHINGTON DC 2C20:

0 N A M AND ADDRESS OF CONTRACTOR INc . rrreer cowry ZIP C m , N 9 k Ah4ENDMEYT OF SOLICKATDN NO

TRIVUE ENTERTAINMENT
Attn: LARRY COHEI; I '90 DATED (SEE ITEM 11)

45 MOUNTAIN DF<
WATCHTUNG NJ 0706" 10A MODIFICATION OF CONTRACTIORDER NO
-- ~.
--
0 __ ..
--..
~.
--.-
---
. 0~1~10119801~
-- .- :---I r -

- t .
'-1 -~
I
I 0 8 DATED (SEE ITEM 13) -- '---
--:--. - .. .-
CODE
-
;-,
L. ,
FACILln
707/26/2001
11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS
. .

- -
n T h e above numbered sol~cltalons amenoeo as set fonn In Item 14 The hour a r d oate soeaiea for reoelpt of m e n IS extenoed ,IS no1 extenoec

Oflers musl ackncwkape recept of tnls amenomen! pror to the n w r anodate s ~ e c n ~ eIndthe sotcnatlon or as amenoea by one of the bllowmo methods (a) By mmDkung
hems 0 and 15, and retuning copes of the amendment (b) By ackmweogmg recepl of l h s ZmeMment on each copy of Ine otfer submaled or (c) By
separale lener orlekgram wnlcn Includes a reference to m e sDllc~tatwnam amenoment number FAILURE OF YOUR ACKNOMEDGEMENT TO BE RECENED AT
THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERSPRIOR TO THE HOLR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER n by
v8me of ms amencbnent you oesre to mange anoffer ateady subm~tted s u m man- may ce rnaae by telegram or ener provoed e a m elegran or lener makes
reference Q the sol~cnattonand mts amenoment, and 1s reoetveo pnor lo tne opennq h m r and oate specdtea
12 ACCOUNTING AND AWROPRIATION DATA(I1 required)
Net Increase: $405.00
7520142
13. THlS ITEM APPLIES ONLY TO M O D I F ~ ~ O NOF
S CONTRACTSIORDERS IT MODIFIES THE CONTRACTIORDER NO. AS DESCRIBED IN ITEM 14.

CHANGES SET FORTH IN REM 14 ARE MADE IN THE CONTRACT


, x l - A THISCHANGE ORDER IS ISSUED PURSUANT TO (Speufyautr~mryJ~JHE
ORDER NO IN ITEM 10A
X FAR 52.243-1 CHANGES - FIXED PRICE (AUG 1987)
B THE ABOVE NUMBERED C0NTRAI;TIOMER IS MODIFED TO REFLECT THEADMINISTRATWE CHANGES fsuch as cnanges m paymg ofice
appmonaoon dare ercJ SET FORTH I ~ I T E M -P~ ~~ ~ u A NTOT THEAUTHORllYOF FAR 43 103b)
. ,
I
IC THIS SUPPLEMENTAL AGREBvlENT IS ENTERED N T O PURSUANT TOTHE AUTHORITY OF

I D OTHER ( S m l y f y p o i mcamhcalan a m airnonry)

-
-
7

E. IMPORTANT: Contramr not I. IS reoured to sign m ~ s


oowment ano return i copes l o me lswlng ofice
14 DESCRIPTDN OF AMENDMENTIhODIFICATION 10man--*
- - .
- .
-- ' "F s e n ~ o nneaarngs, m o u d n g sdarar.awmnrran s u b p n maner wnwe leasrole )
. .. .--.-.
.-

'-T:j; 1D' N .-..


~

- & .-- . .
,,P ,,J .._-< ___-~_
&.-_.
, . ',,
DUNS Number -
. .
Delivery: 08/30/2002
CAN: 2995152 Obj .,.Class:2512 FY: 2002
FOB: Destination
Dlscount Terms:
Net 30
~elivery.'T6c&t ion Code: -CO-4647
HHS/ADMIN. ON AGING
330 INDEPENDENCE AVE, SK
COHEN BUILDTNG, ROOF 4647
Continued . . . ..
Exceplas prmlded here~n,all terms ano wndllons of the d o w m n l relermoed In llem 9A or 104 as nerelotore Changd. remalns unmanpea and n full force and etfed
15A NAME AND TITLE OF SIGNER (Type or pnnl; 1 16A NAME AND TITLE OF CONTPACTING OFFICER (Type cxpnnt)

150. CONTRACTORIOFFEROR I15C DATE SIGNED 168 UNITED STATES OF M E R l C A 16C DATE SIGNED

NSN 754001-1528070
lS#g.lsrumo l m o n smwrled to s8wi I IStplalum 01Conrracang O r k e r i
06/14/2002
STANDARD FORM 30 (REV 1 0 8 3 )
Prevous edn~onunusabk Presolbed by GSA
FAR (48 CFR) 53 243
REFERENE NO OF DOCUMENT BEING CONTINLED PAGE OF
CoNT'NUAT'oN SHEET 01A10119801D/000004 2 2
NAME OF OFFEROROR COPCTRACTOR
TRIVUE ENTERTAINMENT
UNIT PRICE AMOUNT
(E) (F)
WASHINGTON DC 20201

MODIFICATION NUMBER FOUR (4) FOR ADDING 405.00


TASK/DELIVERABLE-NUMBER 7.: 'OPEN CAPTIONING
PROVISIONS* REGARDING THE DEVELOPMENT AND
DISTRIBUTION OF THE 'NATIONAL FAMILY CAREGIVEE SUP 3RT ' ).

THE MODIFICATION WILL INCORPORATE SECTION 508 ACCE SIBIL ;TANDARDS, W ICH WILL
REQUIRE-THE CONTRACTOR TO ADD OPEN CAPTIONING PROV SIONS
- -
- - - . -- - .
DELIVERABLE SCHEDULE MODIFIED AS FOLLOWS: --
- .
ADD, 7 - CONTRACTOR SHALL INCORPORATE SECTION 508 CCESS TY STANDARC , WHICH
SHALL RSQUIRE THE CONTRACTOR TO ADD 'OPEN CAPTION1 C' TO 'NATIONAL F 4ILY
CAREGIVER SUPPORT' VIDE0,DUE ON OR BEFORE AUGUST 3 , 200

Costs Conslst of:

$ 380.00 open captlonlnc


S 25.00 shlpplng cost of master copy
$ 405.00 total increase for modlflcatlon # 4
\ '

PAYMENT SCHEDULE MODIFI'ED AS FOLLOWS:


-
ADD PAYMENT # 6 - 5405.00 DUE AND PAYABLE UPON COP LETIC 1 DELIVERY C
DELIVERABLE NUMB'ER-SEVEN 77) TO THE PROJECT OFFICE FOR 'TANCE AND P PROVAL PROR
TO PAYMENT.

PREVIOUS TOTAL $36,099.00


. -- - .. . .- -

ADD1 TIONAL AMOUNT 405.00


NEW TOTAL $36,504.00

-.

.-.

I
NSN 754041-152-8067 OPTIONAL FORM 138 (4-M)
@onsc-- r , GSA
F A 9 84- .'='I 53.110
1. CQmm 0 coon P*OL OC PAG6s
VENDMENT OF SOLICITATlONIMODIFICATlON OF CONTRACT
1 1 2
2 A U W J ~ ~ J T L Y I D ~ C NO.
M O D ~ C A ~ O# N 0005
IT~ 3. m R M 0.n

SEP 2 ? 20C)4
L
MA101186
) ~ m.
R L O U I B R Y REO. ~

-- r-J'u-
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DHH-Supportbm
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7. Aonmm-evp-mAma
cOOE
- OMB No.6990.01 15
Bvisim d ~ q u i n t o nM a q m m & SAS
5606 Fl-J hM
P;irkhm Building Rbom 5-101 - .
. .-
Rockvilk MD D8!J
F W A U bmR
USOF COW'ITUC?RU INa rtmt. m d r . S r p a r d D P QI&J

Colaboun bmrmmications, fnt.


4901 Snninary Read, SIEitc.104
I d a ; l o ~ ~ ~ V - ' a y 3 1-1 -

P n - I WRMll
:ooE
--. 0 ~ h e - .. ..
11. THIS ITEM ONLY APPLIES TO AMENDMPTS OF SOLICITATIONS
numbered collde7tm k s m c d c d ss set l d h In hem I.. The hour sno dab spscTied br mapl a( Omn [jh c x ~ d e d .Dk~rw meMc&
- --
Omn rdarowlmw mipt d W 8rrsndmenl pdor Lo me h m and dak opsdhd In lhe rotidbfm or 8~smenoml by m e of Iha fofkwbg me(hobr:

(5) By f-9 8 md la. end rclumlng -+' copies dthe amrrdrnent (b) By a c k d s d g b m b of Wc Scerrandmcnl mn h m p y dme BOW c w t d i d : or 0
reparse m LBlegram ~ I & I hdudaa r &
=
I b h e BOllckPUon md emenament nuderr FAILURE DF YOUR ACKNOWLEDGUEIYT TO BE AT
PLACE DEDNAm FOR THE RKElPT OF O m R , S PRIOR TO THE HOUR AND DATE SFEUFIED MAY W U L T IN RUECnON OF OFFER R by vlw d
b me sotirAlan
m d m m you m m b ahnm sn MOT:beady t3ubm;lmd. such change may be mdc by telegrem w mcr,p v l d s d rvo)l (ckgram LW kder maker n l ~ r s m
~Ms.mcrdmadudb~mdpbrm~oanlnphaufsnadolprpermed,
12KGOUVruKI MDAPPROWTWN M u 0' -..
Appro. No.: 7531042 c>: 1-2995210 ,. OBJ. Class: 2512 6 32,00206
1ncre.a~~:
13- THIS ITEM APPLIES ONLY TO MODlFlCATlONb OF C D ~ ~ R D E R S .
IT MODIFIES THE GON7RACTORDER NO. AS DESCRIBED IN l l E M 14. - +-
- -- 1-

A T W OlCllCE DRLXR L$ BLU6D FUWUah7 TO: (SpcUjCrManlyI THE CHINGESSi3 FDKni H 1. ARC WBS H WE WhTMCT ORDER K). IN 104

L IMPORTANT: Carr;lUsf k not h rmu'md tu sbn this do-r and rntun kc*
c o p h to L ~ C 0 t h ~ ~

:a. D t S C R I P W OF mD)rEUVL4YDlntrtlbN IOponbod g 1 I p r r c M . h e a w -ma Vdjad amw Wrn lbocBlDJ

. ..-
SEE PA06 2 OF 2 FOR A DESCFUFllON OF THIS MODIFlCkTION

rceo( as pmvlded herein all Vmm and e a n d h a nl h e O o ~ l n c r nr d m u n m In hcm DA D, 1 0 4 , ~ herrlalors


s dmnped. m l n 8 un&dr@d anQ In lul b m a brig dlea
5~ w E W D V i l E f f 6 W E R mpowjmj

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9154 EDO/Z:: 915-1 1812 EPP IOE+
Contract Number 233-01-0062 Page 2 of 2
4 Modification Number Five

The above reference contract is hereby modified as follows:

- 1. Reference Section G, Contra@Administration Data,


sub item G.2 Negotiated Overhead Rates is modified to finalize rates for the
period 9/26/01 - 12/31102. Thus, the currnn4;'--- ;- .9moved and replaced
by the following. Funds in the amount o !,VI abligated to the
estimated cost for the contract for the f~nafizat~on
ot the rates. Correspondence

- -- C - -
from Colabours Communications, Inc'. dated March 23, 2004 is attached to
- -
-
support this modification request.
*

"G.2. NEGOTIATED OVERHEAD RATES


-
- --
-- -
_-
--- .- * -- 4
-

TYPE: PERIOD: FINAL CEILING RATE:

OVERHEAD 09/26/2001-06/30/2004 1

G&A 09/26/2001-06/30/2004 9 7

2, The total estimated cost plus fixed fee in increased from $374,954.13 by
$32,002.06 to $4'&3;956.19.

- 3. he period of performance of September 26, 2001 through September 25, 2004


-. remains ~ ~ n c . b g g...,.+
ed .. .. .. .. . --..:
.amos, Valerie
. *-

rom: rod2 [rod@wlabours.corn]


;ent: Thursday, September 25, 2003 1.32 PM
:0: Valerie Rarnos
jubject: Fw: AoA Thematic Development

--
- Original Message -
3m: rod2
: Clark. Sherri
.: Carol.Crecv@AoA qov
nt: Friday, September 05,2003 9:40 PM
~bject:Re: AoA Thematic Development v

-- ____ . . - .. -. " .,- .-


-- .
C

:ached is a copy of ourthinking regarding'the themes as well as our recommendations. We wou'riflik-e to.meetwith you
.
to
;cuss and narrow down the selections. If you have any questions, please don't hesitate to give me a call.

ianks,

)d Dennis
labours Communications, Inc.
101 Seminary Rd.
lite 104 ;." ..
sxandria, VA 22311 Q.
:I: 703.567.4321
ix: 703.671.1 936
MEMORANDUM

TO: Carol Crecy, Sherri Clark


FROM: Colabours Communications, h c .
SUBJECT: Older Americans Month Theme Development
DATE: September 2,2003 ,
-. -
-
In developing a compelling theme for the rollout of the 2004 Older Americans Month
celebration, Colabours Communications considered feedback fiom LCAO representatives
regarding the 2003 celebration, as well as the key messages and target audiences
identified by AoA.

-
*
It wasreponed by-the LCAO's thajpast Older-Americans Month themes have not always --
-_ meshed with their local agendas. Oihers were able to utilize thethemes as driversof.the& -- -
particular legislative initiatives:- --
-- --
.- w --
With this in mind, Colabours recommends that the 2004 theme be broad (generic) enough
to encompass the organizational and legislative objectives of the AoA network. The
theme should also allow for a smooth transition to the 4 0 ' ~Anniversary celebration of
Older Americans Month in 2005.
-
Listed below are possible
.+ -.
themes and a rationale for their selection by AoA.
\I.

- AGE HAS A70LIMITS. "On its face, this theme will resonate with an intergenerational -
audience, but is so broad that it does not necessarily lend itself to local LCAO objectives.
It does allow for t h e h l l e n g i n g of stereotypes. however. This theme was quickly -. .. .. -_.
abandoned by the LCAO's and substituted with "IT'S NEVER TOO LATE", which
narrows the focus of the message, but lacks a specific direction. -w .. - .^ I_

THE OLDER I GET, I REALIZE. This theme speaks to the desire of LCAO's for
reminisances, but lacls a forward focus going into 2005. .-..
" --.-
-
- LdC . .-
A GIAIG,NOT-I'OUR BUSIA'ESS? I Tr74'1LL ~ s ) J O 'D). ~ ~BE.
L This .theme-is..dir-p~c~~~..
C

-. .-
sp6cifically to the business community. This theme will work well if the aim of tlie 40'
.-.-
Anniversary celebration is determined to be corporations and organizations. 0the@ise,
this themcis too narrow for national buy-in. i
Listed below are additional themes for consideration and a rationale for their
,,.mhsideration:. --
.-4 .

OLDER AMERICA A'S: 35 AfJLLIOAISTROA'GAND GROWING. This theme speaks


to the collective power of America's older Americans. Under this umbrella, the AoA
network would be able to craft local messages with political, social and cultural
implicatiol~sfor older Americans.
Page 2

REA CHING, REA!EAfBERING AArD REBALANCING AMERICA 'S GREA TEST


RESOURCE. This play on words touches the Assistant Secretary's focus, as well as
allowing for reminisances.
- -

OLDER Ah!ERICAA7S: THE A'E U'A GE OF Ah!ERICAh7 SOCIETY. With baby


boomers rapidly filling the ranks of older Americans, this theme places them within the
context of a "new" generation of Americans, changing the face of aging as we now know
it. Could be used to.honor older American's roles in society.
\.
PREPARING FOR CHANGE. This theme lays the groundwork for the 2005 .-
4)r --- elebration. ltlends itself to legisfzve and socTal issues at the national and local levzl,
and signals a change in attitudein national policy, in cornrnunifies%ira in c--~raG &~d=
-- - -
-
organizational practices. -. -.

THE SPIRIT STILL L I E S . This theme is uplifting and pays tribute to older
Americans but lacks a specific direction.

CONA7ECTIA1GTHE GEA7ERAT10AS. This theme is intergenerational in focus and


could highlight the integration of older Americans into society.
S' ..
%.Y.
.-
CAPTURIA7GTHE RESOURCES OF A GEAERATJON. This theme speaks to older ..
- ...
Americans as a "resource" of great magnitude to be respected and tapped for the overall
-. ...-
.. benefit of society;_-*-. ,
-. . .......... -..

Any one of these themes could.dovetail with the selection of an Older Americans Month
theme for 2005, assuming the 'theme for 2005 is broad, such as "Celebr;rt~ife!": 1'
would recommend a series of activities leading up to May, 2005 that would recap the
successes of the celebration over the past 40 years. --
.- -
.-.a-

-. -+--- ...... . . . . .. -- ----


-
.- .. -. . . .
A.,
.- -.---.. ..-. .-
II

Ramos, Valerie
w -
Rrom: rod2 [rod@colabours.com]
Sent: Thursday, September 25, 2003 12:44 PM
To: Valerie Ramos
Subject: Fw: AoA Proposal

-.

- Original Message -
rom: rod2
.o: Clark. Sherri
:c: Carol.Crecv@AoA.aov
ient: Thursday, August 28, 2003 1.21 PM
iubject: 0316: AoA Proposal

.Itached is a copy of ow- proposal for AoNOAM 2004.

:od Dennis
;olabours Communications, Inc.
901 Seminary Rd.
~uite104
dexandria, VA 2231 1
.el: 703.567.4321
.ax: 703.671.1936
US Department of Health and Human Services
Administration o n Aging
Older Americans Month Rollout Proposal

The rollout of the 2004-2005Older Americans Month celebration by the I


Administration on Aging should accomplish several goals for the agency. First, it
should publicize the month and maintain a high profile for the Administration and
the LCAO representatives involved in Older Americans Month activities. Second,
it should provide for collaborative relationships between the Administration and
its targeted stakeholders and supporters. Third, it should encourage a large
multi-generational audience to participateXinplanned events. And fourth, it
should 6-uild momentum going i n h year 20D5.
4-

-- _--.
To achieve thesegoals, Colabours Communicat~onswill undertake fwe(52---
-=- .. - ..
-- --
specific promotional activities in 2004:

1. Materials development
2. Spokesperson enhancement
3. National media outreach
4. Local community outreach
5. On-going puQJic. . relations counsel
q<-

--
In order to ensure--iaxirnCim participation by all stakeholders, Colabours will
develop a compelling promotional kit to use in publicizing Older Americans Month
nationwide. These rnateriak could include: . .- - ___-
Presidential Proclamation
Sample Mayor's Proclamation
Pubtic-Servi~,eAnnouncements -- - .
A

.L - ---.-- - "-
Fill-in-the-Blanks Press Release -
Sample Flyers, Bulletins and Posters
CD Rom
Backgrounders, Fact Sheets and Information Sheets
"How To" Sheets for develop~nga media kit, pitch letters and media
interviews
Camera-Ready Newspaper Columns .--.
Camera-Ready Print Ads and Logo Sheets
Spokesperson Enhancement
.- - .-

Colabours recommends that the ~ s s i s t a n Secretary


t be trained in critical media
and public speaking skills during a half-day spokesperson enhancement seminar.
During this seminar, Colabours would provide a thorough introduction to the
principles of dealing with the media and becoming a more effective public

- --
speaker. Employing role-playing techniques, the sbokesperson would be
videotape&in three role-plays: the impromptu speech, effective storytelling and
fmally,-the on6-on-one i n t e r u i e w ~ ~ h r o u gdayback
h and critique, the
spokesperson will become sensitized to the role o f advance p ? ~ a r a t & ~ b d -~
language, voice and communications message development in persuasive~ublic
'
..
- -
-
-
-
communication. -
I

National Media Outreach


,I
~
1

-
To create a synergypetween the national and local efforts, Colabours would
welcome the to plan and execute a national media tour to help AoA
- articulate the importance and value, of Older Americans Month to a variety of -
-
audiences.
2
- -.** - A> - -. -- --
Colabours recommends a national media tour for the Assistant Secretary. This
tour would involve the spokesperson either: . .- - __ -
a Traveling to? cities in 5 days, completing 5-7 interviews per city, for a total
of 25_to 35 interviews, or
--
-
- -__ •
per day. -
..
Spreading the media * -
tour throughout the__month,
-- completing 5-7 interviews
- - - - --- - -
-
--

Local Community Outreach

.T&some degree, nothing can replace the hard work required at the local level to
create solid, credible community buy-in and participation. Still, Colahours.
expects to enhance the involvement of the AoA, LCAO's and others at the local
level by tailoring Older American Month themes and materials in creative ways.
For example,
The Small Business Administration's H L I B Z O ~ ~
Building America's Communities: One small business at a time ...
Task
The Small Business Administration sought to market its new HUBZone program,
- an initiative offering contracting opportunities to small and underutilized
corporations located in HUBZone areas. The SBA wanted to position HUBZone
as a venue for such businesses, without competing with its own 8(a) program.

Implementation

- -
Colabours created a comprehensive colla~eralsyslem to disseminate program
i n f o r m a t h throughout the Federal Government, as well as to businesses in
RUBZones across the country. he creative development began with the --= .-
creation of a theme, logo anddesign system for the program, and featured%=
-- , -
----
variety of materials ranglng from print collateral, to banners and trade show
signage.

USPS "Four Centuries of Art" Campaign

Task -
The United States P'&&I Service, in cooperation with the Smithsonian Institution,
- sought to commemorate four centuries of arlists who contributed many noted
works of art through stamps. In particular, they wanted to develop a marketing
approach that w d a p p e a l to both consumers and collectors. - --..

Implementation
Colabours conceived and implemented an ambitious marketing campaign called
"Four Centyries of Art" to meet the dual objectives of USPS. We conceived and --

- -_-- _ designed posters, ads, and brochures that emphgsized the artistic, social, and
cultural significance otthe images p6rtrayed i n the stamp collection. USPSused -
_-_-

this collateral to support the first-day issuance of the collection, which was rated
a success.
I

Qn.-Going Public Relations Counsel


Colabours Communications staff would be available to provide direct.support to
AoA staff in conjunction with Older Americans Month activities nationwide. On a
regu'lar basis, Colabours would meet with AoA staff in a planning and strategy
effort to provide insight and options for the overall success of the effort.
In order to accurately measure the usage and effectiveness of the Older
Americans Month collateral materials, Colabours will prepare a strategy that will
maximize the feedback from 'the AoA network.
1
?amos,Valerie

Sent: Thursday, September 25, 2003 12:44 PM


To: Valerie Ramos
Subject: Fw: AoA Meeting Notes

- Original Message -
.om: rod2
I: Clark. Sherri
2 : Carol.Crecv@AoA.qov
mt: Friday, August 22, 2003 6:05 AM

-
~bject:Re: AoA Meeting Notes
- - -
Sherri, - - - - - --- -
-_ .
--- -
.- .-#
- --- - --
--
#

Tached is a copy of the-meeting notes for yesterday's meeting (August 20, 2003). A
----

od Dennis
olabours Communications, Inc.
301 Seminary Rd.
uite 104
lexandria, VA 2231 1
21: 703.567.4321
ax: 703.671.1 936
Date: August 21,2003

From: Rod Dennis


Colabours Communications, Inc.
4901 Seminary Rd., Ste 104
Alexandria, VA 2231 1
--
-.

To: Administration on Aging


One Massachusetts Ave.
Washington, D.C. 20201
Attn: Mrs. Carol Crecy, Sherri Clark
...

--- -
Re:
-
-
-4vketing.Notes for Wednesday, August 20, 2003
---
---- -- ..
The purpose of the meetingwas to elicit feedback from ~ A orga.r+izatiom
O
- ..
-- .-
..
--
--
...
regarding previous celebrations conducted by the ~dministrationofAging -.
surrounding Older Americans Month. ..

..

Carol traced the history of theme development undertaken by the Administration


from 1978 through 2003. Discussion was then held on the success of the 2003
observance.

Of primary concerti'&--therespondents was that observance of themes does not


always coincide with the local or jurisdiclional objectives of the LCAO's.
Respectively, many found the themes helpful in driving legislative initiatives.
.,,.--.. -. ..:.;-. .-. . . . . ...

Timing of the delivery of the marketing materials was discussed and it was
recommended by Sherri that the initial design and layout of the 2004 materials be
completed by the end of November 2003 if possible. Generally, th> lac<o'f a/-
quantitative feedback mechanism from users of the materials limits the
Administration's ability to gage the effectiveness of their feedback. A total of 55
responses were received. -.
. . . .
.&.
.
--- -..
. -- - -.-.-
..
. .
---. .--

Itwas recommended that the 2004 posler be made available on CD Rom with
space allotled for localized tagging of older Americans Month activities.

As a result of strategy meetings with the Administration, a total of seven targeted


messages were discussed.. They are:
, ..-+?.-.-- - .-

1. Honor older Americans' role in society --a.

2. Challenge stereotypes
'3. Improve the quality of life
4. -.Integrate older Americans into society
5. Support personal responsibility
6. Healthcare for older Americans
7. Promotion of Administration programs and policies

The target audiences for $theirmessages are:


older adults
local communities
younger adults, families
employees
Media, entertainment industry
Government - .

Organizations serving older Americans


Select interest gr6"ps

In planning for 2004, the pros and cons of a "generic" vs. "focused" approach to

- ---
the development of materials were outli<&!, as was the need for an
intergenerational approach to t h c o n t e n t and structure of the materials. The
3 j e c t i v e s of the Assistant Secretary were also discussedas4hey relate
development of target messages and audiences.
_..-- tothe
- -- -
.
+- - - -- ---
A majority of the LCAO's voted for a "generic" approach as the Administration
begins to focus on the 2005 observance, which coincides with the 4 0 ' ~
Anniversary of "the Act".

The following feedback was received regarding: -


.~'.'-
5

The Poster: pihake the colors easy to read with older eyes.
-. 2. place statistics on the poster ..
The CD: 1. locals want the ability to have links to other web sites
---.*-direct+yfrom the CD - -?.

The LCAO's were asked to ..evaluate five possible themes developed-by the staff-
They are:

1. Age has no-limits. (it's never too late for community involvement, . ..- ..
-- _ _ . - -. - . .. . .
vol~nteerism,HDIDP . ~

2. T& older I gerlhe more I reghe.. . -(rkStered negatively in-.light&---- - .e-

Alzheimer's, etc. but the-majority found it positive) ..


3. Aging, not your business - It will be. (change to "It should be". HP1,DP
,
applies !

4. Creating communities for a lifetime. (no resonance with LCAO's) I

'.P-ossible new theme ideas from the LCAO's were solicited. They are:. _.-.
Having our say ..

, .Positive aging

AoAA Yesterday, Today 8 Tomorrow (build on the future)


Discover an aging population - it's here
This is not your .... (a new, dynamic aging population)
We've met the aging and they are us
39 and counting ... (Jack Benny's perpetual age)
Carol asked Colabours Communications to submit a proposal for the rollout of
the 2004-2005 Older Americans Month observance as
Tailoring themes to present
Thematiclidentity development :
Redesign of Kit. Address need for content recognition and content
-
:
- dissemination
.-

It was suggested that Colabors take a look at materials from Caregiver Grants.

- - -
-.---.
Meeting adjourned.
..-
If.yo0 have 3nyquestio~ns.and7E
.\
modificaiions please let me know at you-[.
earliest convenience.-I~can-be reached at 703-567-43211 <---- -
- -. .:-
-
-
. .- ...-- . .
- -- /

. -
-=-.- .

Regards,

Rod Dennis
President
..
Q.
REQUEST FOR CONTRACT 18(a) Cost PlusFired Fee]

-. 1. Project Title: Older Americans Month 2002


-
.

2. Project Officer: Tbomas E. Northam


Administration on Aging
Room 4647 - Cohen Building
330 IndependenceAve., SW
Washingon, DC 20201
TEL: (232)401-9647
FAX>-(202) 619-3759

3. Proposed Contractor: ' Colabours Communications, Inc. (an 8(a) contractor)


4901 Seminary Road, Suite 104
Alexandria, VA 223 11
Phone: (703) 567-4321
FAX: (703) 67 1- 1936
.
9%.
E-Mail: rod@,colabours.com
;-

Attn: Rod Dennis, President


-- -

4. Period of Performance: Award Date through September 30,2002. Request


inclcde four (4) option years.
.. .-
modification to - -^..--

5. Estimated Cost:
.- $1 1 1,200.00 .--
-...
--
---- ., - --
6. Purpose of ~ o n t f a c t : 'a, In order to appropriately &d adequately recognize anWebrate-Older --
.. -
American Month, 2002, a contractor is needed to provide creative, .-.
administrative and logistical support leading up to, during and after the
month-long celebration in May of 2002. In addition, assistance is
required in implementing a public awareness strategy for the
....-- . - ..
7.. . Administration on Aging's national Older American's Month celebration - ---

effort for 2002. .---a ..

7. ~ a c k ~ r o u n d : The Administration on ~ g i n g(AoA) is mandated by the Older


Americans Act to be the focal point and lead advocate agency for older
persons and their concerns at the Federal level. In this role, AoA
informs other Federal agencies, organizations, groups, and the public
about the valuable contributions that older Americans make to our
country and alerts them to the needs of vulnerable older people.
Presidentially-proclaimed month which honors the contributions and
highlights the needs and concerns of all older Americans. Older
Americans Month is traditionally celebrated during May,: with activities
involving Federal, State and local agencies, Members of Congress, the
- .

vast members of the aging network, aging advocacy organizations,


service providers, senior citizens, caregivers, volunteers and others. It
is a time when our Nation honors its elder population, focuses on their
successes, and works to improve the quality of their lives. The
Administration on Aging has the responsibility to provide guidance to its
- - -.
-
vast network on how they can become part o f h e Older Americans
.. ... -
Ct .-- --.. : Month c-&bration which is observed during the month of May of each .
- ..
.. . - -.-
. --....*'- 4

- ., -. year; -- -. -. .-.
.- .
-
-.-

x. Major initiatives of the Administration on Aging include:

Home and Community-Based Long Term Care


Caregiving initiatives
Nutrition and Malnutrition
Operation Restore Trust (ORT)
Elder Abuse and Violence Against the Elderly
Lifecourse Planning
Alzheimers Disease
-. ..
Disease Prevention and Health Promotion

8. Government F u r n i s h d Inforinat ion:


.. .- - -..._._

A5A will provide the contractor with written materials and information
.,
necessary to perform and develop- -the required materials. -
.- - .,
- -..

-
-. .- -
-.-~-.~ .-.

9. Government Furnisbed Property: None

10. Rigbts in Data: All materials developed under this contract are the sole property of the U.S.
Govenunent. Administration on Aging, and shall not be copyribhted nor
, .- released without the express permission in writing by the Project Officer.
.--- .. .
1

11. Special Approvals and Clearances:

- A signed release authorization shall be obtained by the contractor fiom any


private citizen used in a y published materiais.

A clearance is required fiom the Office of the Secretary, Public Affairs, for any
national radioltelevision media distribution.
12. Statement of Work: (See Anached)

13. Delivery Schedule: (See Attached)


STATEMENT OF WORK

Project Title: Older Americans


--
Month 2002
.

-.

Purpose of Contract:

-
In order to appropriately and adequately recogniqq and celebrate Older American Month, 2002, a
contractor i s ~ e e d e dto provide creative, administrative and logistical support leading up to, during and
2 - f t e d h e month-lofig celebration in M a p f 2002. lnaddition. assistance is required in implementing a
"
--- - -
public awareness strategy for the Administration on Aging's Natiorid Bfder Americi3sSMcmth--
celebration effort for 2002. In order to adequately address the numerous tasks and d a t e d tasks, and-
meet various deadlines, work must commence during June 2001.

The Contractor shall:

a develop artwork and logos for the AoA provided theme for Older Americans Month
2002 and: 1Ja comprehensive public information and activities kit (containing numerous
fact sheets),% stationery, and 3) poster on Older Americans Month 2002. This and
other materials are to be distributed to the media. aging network, Congress, Cabinet -
departments and agencies, senior organizations, senior citizens and others. All
materiafs%ill-be-fjrepared for use on the website as well as for printing by the--
Government Printing Office (GPO).
...- - .,
provide all logistical supporl as necessary 10 support Administration on Aging special
event requhements for the annual Caregiveris Fair to be held in the Great Hall of the
Hubert H. Humphrey building, 200 Independence Avenue, SW, Washington, DC.
-. -.--- . . .. .. .. .
*. . --
. ..----
-.
--- ...
-.
. ---
- .
---. .-. .-A
plan and implement a kickoff event at.an undetermined site in Washington, D.C.which
may involve the president (or his representative), the Secretary of HHS and the
Assistant Secretary for Aging and other public officials as well as the aging network,
aging advocacy organizations, senlice providers, volunteers, caregivers and senior
.- ..
.;-> -
citizens.
.---a

Background

The Administration on Aging (AoA) is mandated by the Older Americans Act to be the focal point and
lead advocate agency for older persons and their concerns at the Federal level. In this role, AoA
informs other Federal agencies, organizations, groups, and the public about the valuable contributions
that older Americans make to our country and alerts them to the needs of vulnerable older people.

As part of that mandate, the Administration on Aging has the responsibility for promoting and
supporting Older Americans Month, a Presidentially-proclaimed month which honors the contributions
and highlights the needs and concerns of all older Americans. Older Americans Month is traditionally
celebrated during May, with activities involving Federal, State and local agencies, Members of
-
Congress, the vast members of the aging network, aging advocacy organizations, service providers,
senior citizens, caregivers, volunteers and others. It is a time when our Nation honors its elder
population, focuses on their successes, and works to improve the quality of their lives. The
Administration on Aging has the responsibility to provide guidance to its vast network on how they can
become part of the Older Americans Month celebration which is observed during the month of May of

- each year.
--
.
2Q02willbe an ex-diting year for the Adiiiinistration bn Aging for it will be further implementing
- ---
expanding the newly established National Family Caregiver program agenda. ?he ~d--stration
.. --
and
on
Aging will mark this most significant legislation with appropriate events and activities during Older -
- .-

--

Americans Month, 2002. These events will include a Caregiver's Fair in the Hubert H. Humphrey
building, as well as, other events which may involve a myriad of individuals fiom the White House to
local senior centers across America. These events will serve to promote greater understanding of,
commitment to, and discussions about the many issues facing older Americans as mandated by the
Older Americans Act. In addition, AoA will work to include in its activities the guiding principles of the
goals and strategic initiatives o f the Administration, the Department of Health and Human Services, and
the Administration on ~ g i n z ~ a jinitiatives
or of the Administration on Aping include:
--
a Home and Community-Based Long Term Care
,ys-*-A.%. . r. .:.- --... - .
a Caregivlng In~tiat~ves
Nutrition and Malnutrition
Operation Restore Trust (ORT)
.. .- C - -_
a Elder Abuse and Violence Against the Elderly
a LifecoursePlanning
a ~ l i h e i m e r Disease
s
- .-
--__-
a
. .-
Disease Prevention and ~ e a l f i - ~ r o m o t i o ~ ~ ~ : ~ .. -. ---- - A-

Scope of Work

The Qntractor shall provide all necessary personnel, materials, service. and otherwise do all things
necessary to perform the tasks listed below: .
- -..

Task 1 . 0 Dr\~rloprnentand Promotion ck o l d e r Americans Month (OAM)


--
Subtask 1 .I The contractor shall meet with the Project Officer and designated other
staff within ten (1 0) working days of award of the contract. Discussion
topics will include, but not be limited to, the purpose of the project, the
technical approach (es) to be followed and the expected outcomes.
Subtask 1.2 The Contractor shall assist in the development of a timeline for project
accomplishment within five (5) working days from Subtask 1.1 and
present to AoA Management.

Subtask 1.3 The contractor shall assist in the development of artwork and logo
development for the OAM 2002 theme. Once this theme has been
accepted, the Contractor shall present at least three (3) logos
representing the theme/slogan for AoA selection.

- --- -
- Subtask 1.4
-
h

The Contractor shall assist in the design. development of the contents of


the OAM 2002 publiccinformation kits and related materials for
distdbution to identified senior citizens, TeEvant-membeirsrsof;lhe
network, service providers. Members of Congress, cab& agencies, --
5gGg

the media, and others. Kits will include the development of PSA's for
media, writing, editing, formaning and preparation of camera ready
copy of approximately t\velve (1 2) topical fact sheets. Translation
services will be required in a minimum of Spanish and Mandarin
Chinese from the English copy for the twelve (12) fact sheets. The
,, Contractor shall be responsible for preparation appropriate format and
%%
related media for printing. Approximate size of mailings is 4,100. Both
the cost of printing and mailing is provided by AoA through the GPO -
.~kw#.*/
a
printing contractor and is not a part of this contract.
..,'-
. . . .

Subtask 1.5 The Contractor shall also be responsible for the artistic design and
formaning and forms and disk preparation of ail materi5lcfor mass
reproduction' of a poster commemorating Older Americans Month
2002. incorporating the theme that is selected logo. Distribution of
,
-- -- a --
packets is accomplished via GPO and the selected printing contractor.
',The Contracto? shall be responsible for print proof and ouersightsf
printing production.

Subtask 1.6 The Contractor shall be responsible for utilizing the theine and selected
logo to design stationery and envelopes for the exclusive use of AoA
.- 0 during Older Americans Month 2002 and throughout the year.

] A l l printing and reproduction work must be accomplished through


-
the Govesnment Printing Office (GPO) . It shall be the Contractor's
responsibility to ensure compliance with the regulation and oversee
production in accordance with specifications. The Project Officer
will assist in coordinating these efforts with GPO.
Subtask 1.7 The Contractor shall also research and present several recommended
options to replace andlor update existing portable exhibits for use
during various Older Americans Month events. The portable exhibit is
located in the.Centra1 Office. There are additional exhibits in the nine
(9) AoA Regional Offices. ..

-~ ..
Subtask '1.8 The Contractor shall explore with AoA staff other items which can be
used and distributed to commemorate Older Americans Month, 2002,

-
e-g., a commemorative item like magnetic decals. The Contractor may
- ....-- also explore with A%A staff the possibility of producing a short video
.-
--
.-
-,-
... .
-
.
..
.. --
- .
- .
for distribution to the public on the occasion of Older Americans
Month, + -- .
.. . .. .. --- 2002, and assist inthe developmentof a budgetfor.
- . . --
-
..-
.-. -;;-:
accomplishment. -... .

i..

Subtask 1.9 All artwork and narrative shall be prepared and delivered in proper
format for use on the AoA Website.

Task 2.0 Special Events


-

The Contractor shall be re$&sible for:


A

Subtask 2.1 providing administrative and logistical support for any special events
u*.,**.
--'associated with Older Americans Month. The tasks to be performed
may include: I ) reimbursement for transportation and lodging expenses,
2) appropriate entertainment, 3) decorations and.&gnage, 4) *mailing
and follow-up of invitations to honorees as well as audience which may
-- consist of senior citizens and others, 5) the development of the event
.- program, 6 ) on-site support. The contractor shall alsobe responsible
.. for working with AoPJHH5-staff to provide an int_erpreter
- --- for the - --
hearing impaired at this event. if required. Additionally, the Contractor
shall assist in the development of press releases announcing the event
and work with AoA staff in contacting local and national press for
coverage of the event. The Contractor may be requested to suggest
appropriate honorees and make provisions for payment of honoraria.

Subtask 2.2 providing administrative and logistical suppon f& a c&egivers Fair to
be held in the Great Hall of the Hubert H. Humphrey building, 200
Independence Ave., SW, Washington, DC 20201. Typically, the
Caregivers Fair accommodates 50 organizations which share and
display table-top materials. Support includes signage preparation.
Approximately fifty (50) 30" x 72" Tables and skirts will be required.
Limited decorations are to be coordinated and supplied by the
contractor.
Task 3.0 Preparation of Design and Formatting for Website and Publications

Subtask 3.1 The Contractor may from time 10 time be required to assist in the
- format of planned AoA publications and b r o c h d
design and
similar documentation and preparation of related electronic disk and
documentation for printing by the Government Printing Office.

Subtask 3.1 The Contractor will be required to develop electronic media necessary

-
to incorporate produced documentation into the AoA website.
.. -. . -
3aiL4.O -- Posf special Ellest Acmfies ~-.-.- .. ..- -.
.......
. .
_--__
. . . .
--
.. -.

-- .-
.: .- .
.. &

--.-..
...
The Contracror shall be responsible for assisting in post-Older Americans Month
activities such as reproducing any video or audio tapes, sending thank you letters, and
any other follow-up that might be required.
SCHEDULE OF DELIVERABLES

-.

1. Kick-Off Meeting Ten ( I 0) Days from'Award

2. Timeline Fifteen (1 5) Days from Award

... TBD
--
TBD ----. . . ..-
--.- .- .-
..-. -~
-. .

5. Topical Fact Sheets TBD

6. Poster TBD

7. Stationaryhlasthead TBD

8. Exhibit Up-DateIUp-Gade. TBD


..2-

Website Format
---9. . -
-- TBD .-

--.-
: - .
TBD

I I . AudioNideo Media TBD


.. .- - -- .__
GOVERIVRIENT COST ESTIhWTE
Labor

Class 11 Senior Associate - - rate = I

Class I11
Class IV
Computer Techi
Graphic Artist .
A

:r7 4 rate =
rate =
' -I ~1
I

Class V WriterEditor rate =


Class VI Adm.Assist. rate =
\\

TOTAL LABOR--
F Z g e ~4 -- --
.. - -. ;ubtot&:
Ofi L\
Total Labor:

Direct Costs
Sub-contractors (Alexandria Translators)
Translation & Format Services -
.
Other Direct Costs

Materials/Supplies *'- -.. --. . -


Signage
Local Travel
Travel for Print Proofs
Telephone .-
Equipment rental
~ g u r i e rservices
. .. ..-

TOTAL ODC's

TOTAL LABOR AND ODC

G&A by
SUBTOTAL:
Fee
i,J
6'
TOTAL: $111.197.66
SAY: $1 1 1,200.00
- --.
1. c o m m ID CODE
MENDMENT OF SOLlClTATlONIMODlFlCATlON OF CONTRACT PACE Of PGFS

, M E N ~ ~ O D I F I C A T I O NO.
N
1 1 2
EIunoN # ,0003 m l,o,o
~3~YFrSF?3 4. = o u t s r n o w u a c w E REQ NO. 5 PROJECl m. flla%dbb@I

D BV 7. PDMINUl€RED W womn UW
I I rlsm 6)
CODE - 1
CODE
D H H S P ~ g r a mSuppon Ccntcr ,
Divkion of Acquis~tonMyugerncnt, AOS -- OMB NO.0990-0115
5600 Fishers Lmc ..
Psklawn Buildmg, R o o m 5-101
Rockville,MD 20857 ..
NAME AND m S OF CONTFULC~OR(W , SIrarL Ww. Stele. R W Z I P - 6 ~ )

Colabows C o m m u n i c s t i o n ~ ,I ~ c .
4901 Seminary Road, Suire 104
c. -: -
Alcxandrh, Viigihia 223T1'
-- - - .
I i
06. DATED (SEE ITEM IIJ

..
11W. MODIFCATION OF CONWT.Y)WER rT).
TIN: 541784267 ... . .

-x&~f 1 FnCnlm CODE 1 09R6/01


-D -
11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF S O L l C l l A f l O N S
about numbered aollciullon Is amcndcd J: set focthin Item 14. The hour a d ale rpeufmd tcr recelpc of m e n 0 k &ended, Q h mt mimdcd

Offersmu61acknowlaoge receipt of IhlS amendment pior 10 Ihe hour and 651e speufmd in VD sdkbtsaon or as amended. by one of rhe b n m n g merho&:

(a) By compl0b'I~Items 8 and 15. and returning , .


CO~le6of Ihe amendment @) By ~cknewledgmgrccelpt of (hsamendment on a& wm d b e olfer smnlncd. or (c) -
By sepsram letcer or lelrgram w l x h includes s re1 10 the sol~llalmnand amendmenl numbers FAILURE OF YOUR ACMOWLEDGMENT TO @E RECEIVED AT THE
PLACE DESIGNATED FOR SHE RECEIPT OF OF= PRIOR 'TO THE HOUR AND DATE SPEClFlED U A Y RESULT IN REJECTION OF YOUR OFFER If by wnue of rmi
8rnandmmt you deslre to change an OHer already subwned. such change m a y be rnam by lelreram or Icnef. pmvldea o c h teiegram or kner rnaha retwenw la W s d l c r b h n
~ n this
d amendment, and Is r t c a ~ e prlof
d 10 the openmg how anb d a b spcctkd

-BUNTING AND APPROPRLATIDN DATA (1mulred)


p o . No.: 753 1042 .C.#*.
--' C*': 29952 10 OBJ. Clus: 2512 Increase: S 11 1.517.36
--.--
13. THIS I T E M APPLIES ONLY T O MODIFICATIONS OF CONTRACTSIORDERS.
IT MODIFIES T H E CONTRACTIORDER NO. AS DESCRIBED IN ITEM 14

3 A I M S CHANGE ORDER IS 155UEO PURSU*KI (SDsr*y awhWyj THE CHANGES FORTH W VEIJ 14 ARE MADE W M E CONTRAMROER W lNmUmulz

-
-7
- ----C
8. THE ABOVE NUM6ERU) COhnR/rCT10FDER-t5MODIFIliD
ITEM 1.. PURSUANT m
.*
TO hEFLECT 7 U ADMINISTRATIM-CMNGES
ME w w n OF FAR r 3 . 1 0 ~ ) .

MIS SUPPLENENTN AGREEMEKT IS ENTERED INTO PURSUhNT'10 A U T W R J W Of.


-- -- - .-
(ms wweu in p s ~ Mm.
p
..
;rppfcp.ralkn #ma o h ) SEI F O R M
- .

.- ...
--
-
.4

- 0. OTHER(Speufy or moarrrom s w ou(hor~y) - ---_- --


FAR 52217-9 OPTION TO EXTEND THE TERM OF THE CONJJUCT (MAR 2090)
x
E. IMPORTANT:Contr;rctor IXI 1s not. to Jan mk aocument and mlvm
1s requ~md - copms lo the I s c u ~ n ~
omte

$ 4 , 0LSCRJPTK)NOF AMENDMENTIM0DIFYP;TION (QlpsrY~oa


by UCF :rum M J d e n g ~n u d q sdkmbvmnvau s u W mellrr whom lo-.)

SEE PAGE 2 OF 2 FOR A DWCRIP?ION OF ?HIS MODIFICATION


-.....

I
Gcepr a6 provided hcreln. all terms and condflions of the documen\ refersnced In ilcm 9A or 10A, as heremlore chanped. rcmrlns unchanged sn4 In full force and < f l e a
1 9 NAUE AND ??TIEOF SIGNER 17mWUWJ )16& NAME L3JDIITLE OF CONTFUCTWG 0FFK;ER flyPo O f p i Y

(58. CONTRACTOWOFFEROR I TC
I DATE SIGN60 16C. MnSIWU)

I JUL 1'6 mt
I
_._.
_ ..__ D FORM 30 (Rw.10-82
..-.I--._

.. ,-.,-..- 1
C ' 7 .I 1 01 7 rpp I CC, CLIA I I I C1 n n 4 w *r J E A *111s3r.
111nI I ! ~n n rn ~q ~n
Contract Number 233-01-0062 Page 2 of 2
,
Modification Number Three
I

The above referenced contract is modified as follows:

1. In accordance with Section I.I., Contract Clauses, FAR 52.217-9 Option to


Extend the Term of the Contract (MAR 2000), the Government hereby exercises

- -2.;
Option Period Two extend the term of the contract.

- The p&jocLof performance is changed from 'Seplember 26,2001 through


September 25, 2003" to "~eptzmber26, 2001 through September 25, 2004'.
. . .. ** -- >: - -- --<- .- .YF - -. ,
3. The total estimated cost plus fixed fee is increased from $263,13637 by---- ..
233-0? -0062
Page '1 of 2
..
PART 1 -THE SCHEDULE -.

SECTION B- SUPPLIES OR SERVICES AND PRICESICOSTS

6.1. CONSIDERATION AND PAYMENT w.


- ..
--_ - The ~ o h & rshall pmvid&Xreative, administrative and logistical support
leading up to, during andafter the month-long celebrationirtMay of 2 0 W to the -- --
Administration on a Aging/ Administration for Children and Farnili'B foT a basic
period of September 26,2001 through September 25,2002 with four (4) twelve
(12) month option periods. In consideration of satisfactory perlormance of this
work, which is detailed in Section C, the Contractor shall be compensated in
accordance with the following schedule:
-
Basic Contract Period (September 26.2001 through September 25,2002)
' . i
,-> C-i
Estimated Cost -''
..
-.
..
/? - -.
Fixed Fee i
*b.'

..
-
,
.:
.
L ,
- - ..:-.
- -. . . .
Total Estimated Cost Plus Fixed Fee . $109,527.34

Option Period One - ember 26,2002throuPh.September25,2003)


Estimated Cost !
.-
. . .- .. ..
... .-- .-
-~ -
.-.
.---.
Fud.Fw -+
.. -.------_- . - .
4-

TOM ~stimatedCost P I~ m
~ dF&
. $153.609.43

. .. Option Pen'od Two - (September 26,2-^"'"-lfnh September 25,2004)


!->

:..-*.
Estimated Cost

Fixed Fee

Total Estimated Ccst Plus Fixed Fee $J 11.817.36


SECTION B
-- ..
23341-0062
-- Page 2 of2
O ~ t i o nPeriod Three - (~eptember26.2004 through September 25.2005)

Estimaled Cost

- -= -- --
Fired Fee
--
Tntal Estimsted Cast Plus Fixed Fee --$I
12.980.26

potion Period Four ;(September 26,2005through ~edtehber25,.2066j


*-
_- --
Estimated Cost

Fixed Fee 174


Tobl Estimated Cost Plus Fixed Fee 51 14.155.25
.ll"' *
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, :

- Total for a l l ~ o n t r a c~
t enods

Estimated Cost --. ..,.


.,.z---A.k -.

Fixed Fee
..a- -- -I.. --__
Total Estimated Cost Plus F d .Fee $602,889.W
I
12 01 03 AOA Meeting NO-S Page 1 1:44 PM 12/2/2003

MEMORANDUM
TO : Carol Crecy, Sherri Clark, Administration on Aging (AOA)
PROM: Rod Dennis, Colabours Communications, Inc.
SUBJECT: Meeting Report
DATE : December 1, 2003
-
Thank you for meeting with us today to discuss the development of cdntent for
the Older Americans Month Kit. This memo is to summarize the points discussed
in the meeting. ..

P n ~ t m r
-. - - - L - -

We discussed several options for improving the effectiveness of the poster,


including simplifying the imagery by removing the various photographs of older
-
people entirely and instead using graphical elements and typography alone to
ccnvey the key supporti'+ points. We also discussed the possibility of
reducing the number of photographs, and including only images that clearly
relate to the key supporting point3 mentioned above. There seemed to be
consensus that finding images for the first two points would be fairly easy,
but that the third (''RrSB~Tedge/planning) could be more difficult. We discussed -. -
:he possibility of including an image of an older person in a library or using
I computer to convey this point.
- - -
e will prepare new design mockups of the poster using these approaches for
oA1s consideration, and we will deliver them to AoA no later than December
0, 2003. Basedcon AoA feedback, we will revise these designs and submit them - ...
.--~ra. formal review by the
. A~sistant~Secretary by December 15. -
---1 -
ipy f o r o t h e r k i t e l e m e n t s . Concerning the draft articles, we need to rewrite
em to remove any human interest stories used last year and add new ones
sed on interviews we will conduct in the next few days. We appreciate the
ntacts at AAAs that Mimi provided, and we will call these sources to find
lividual older citizens to interview. Sherri mentioned that she would
)vide additional guidance about which of the vignettes we should retain and
ch should be dropped. We will prepare new drafts of all the pieces and have
a
.-

se to AoA for review by December 10.

fi you again to taking the time to meet with us on the project. If you have
questions or comments on our notes about the meeting, please let us know.
1
11 17 03 AOA ~ e r n o r a n d u u Page 1 1:13 PM 1 11/19/2003
-

MEMORANDUM

TO: Carol Crecy, Shem Clark


FROM: Colabours Communications, Lnc.
SUBJECT: Call Report
DATE: November 18,2003
-
I

Thank you for your time yesterday morning discussing the content for the OAM kit. This memo summarizes the
points we discussed. Thank you also for forwarding the program information on the Aging and Disability Resource -

Centers and United We Ride.

AoA staff will write all the fact sheets. *


For ~e Ca~egivingtopic area, we will focus on the NFCSP, with a focus similar to last year's kit. However,
-
AARP -ismalsoinlhe process of developing a new communication piece on this topic, and AoA needsto
remain somewhat flexible about what materials it produces for OAM 2004,-based on whsAs9RP prodaces.
AoA is developing a ~ i e wiiiitiatiieio increase LTC options. We will work with G%g Case io develop ..-
content.
We also discussed the artihe about the Steps to Health Aging program. The arlicle can be similar to last
year's kit, with the addition of a description of the "You Can" program. We will work with Kay Lowry on
this.
For the Active Engagement topic area, we will develop material similar to last year's kit, and Shem may be
able to provide information about specific older individuals whom we could interview for the articles.
Ln the Transportation a r y , we will develop material, with some new personal interest stories and a
description of the AoA padage of best practices that is being rolled out in the first quarter of 2004. We will
work with Kari Benson on this topic. a

For the A g n g Network article, we will add more information on specific individuals and make it more
'upbeat than last yew,'.$ ,., , .,
+

We will also develop information highlighting other public education/outreach efforts that will be of
interest to older Americans. Each item will consist of 1-2 paragraphs on the program (e.g., National
Osteoporosis, Strike ~ w k e n e s s eic.)
, and URLs. AoA will provide a list of sample' topic$or'gfiZations.

To help guide and facilitate thedevelopment of copy, we will seek recommendations from AoA staff for specific
AAAs, programs and initiatives of allied organizations to mention in the articles and material. We are contacting the
- -,--individuals you recommended for more information,and will provide you with updates.
. - --- LA*. =I
MEMORANDUM
1
TO: Carol Crecy, Sherri Clark
FROM: Colabours Communications, h c .
SUBJECT: \
Questions on Kit Content I

DATE: November-6,2003
--
-
Content Sources/Focus
We are in the process of developing content for the OAM 2004 kit. We have several
questions regarding the content table you provided in your memorandum of October 15.
a If possible, we would like a telephone number for Greg Case, and also the last

- -- - -
-
names and telephone numbers for Kay and Kari, who are referenced as points of
-contact for other topic are@. We already have contact info for Saadia Greenberg. .'
In th; LTC and Healthy ~ g sections
n ~of your content table, could y o ~ d v i s e a --s
to which specific initiatives the materials should focus on? (i.e., HWthy People
201 0 and Long Term Care Ombudsman programs, etc.)
- --

a Your memo mentioned there was more information to come for the areas of Long
Term Care and Heal thy Aging. Could you advise when we will receive this?
a ~ikewise,are there any external sources, allies, best practices, or other
organizations that you would like to see quoted or mentioned in the kit?
. .-
Timeline .,>
Depending on the dat&)ou anticipate getting us the remaining content information, we
will need 2-3 weeks to develop the w p y for the various parts of the kit. Therefore, the "

proposed timeline included in our October 24 memo may need to be adjusted


.. accordingly. -. ...,-. -.
. .. . .

If you have any questions, we will be happy to meet by phone or in person at y o u . ,


,
convenience.

Regards,
. --_-- .-
Rod Dennis
TO: Carol Crecy, Sherri Clark, Administration on Aging (AoA) '
FROM: Rod Dennis, Colabours Communications. lnc.
SUBJECT: Themendentity Development, Kit Content, Timeline I

I
DATE: October 24,2003 I
.-. - .

This memo provides an update on the-status of the developing a theme, identity and
materials for Older American Month 2004.

We are makingprogress on the development of a proposed graphic treatment and identity


based on the theme approved by the ~ e c r e t a j "Aging
, Well, Living Well," as you
. . . . adqised-i'n-:jiourmemo dated October 10. We anticipate we will be able to present identity -
.
L - - mncepts to you by the middle of next week. . . - =.~== -- : r
~

. -. . . .. **. : : -. .
::, . . .
~. -
--~
-
~.
- -
.. .

Kit Content
W e are further along inour concept development for the materials, but before we can
proceed, we need to finalize the kit content and specify AoA/Colabours' roles for the
development of text. To do so, we can be available for a meeting by phone or in person,
at your convenience.
-
Timeline
In our discussions in ti st.
we had anticipated going into production of the final kit
- contents by the end of November (see 8/21/03 Meeting Notes). However, the longer than'
expected time period needed for theme selection has required us to review and adjust the
timeline for mate~ials-dweleprnent. = .-

As you can see, under our revi~edtimeline, we can have materials preparedfor -- -
production before the end of January. ln revising this timel~ne.we took into consideration
the time periods needed
--
for review within AoA, as well as holidays.
-
s,

October 29:. Colabours submits thematic identity concepts for review and selection
Nolrember5: .AoA revie~~s/a~~rove~hematic-condkpts ,. - __
_. -
November 6: AoA provides to Colabours approved kit content list with defined j
responsibilities for content development i

November 10: AoA provides its portion of the final content (as Word documents) to
Colabours for editorial review
November 20: Colabours provides to AoA its own portion of the final content (in Word
..-.. . . _
-documents) and recommended edits on AoA's portion -
Colabours submits designJayout development of kit contenis
incorporating approved thematic identity for review/approval (layouts
will not include final content)
November 25: AoA reviews and approves all content for final layout and design of kit
materials
December 5 : Colabours finalizes kit materials using approved copy
December 10: AoA provides final approval for all content
December 15: Colabours provides selected printer with artwork on disk for kit material
with edited, proofed content in place
January 26: Printing and assembly of kits complete

We look forward to discussing these matters with agency staff at your earliest
convenience. If the meantime, if we can answer any questions you may have about the
project, please contact us atJ703) 567-4321.
. .
. . .
TO: Carol Crecy, Shem Clark, Administration on Aging (AoA)
FROM: Rod Dennis, Colabours Communications, Inc.
SUBJECT: Themendentity Presentation
!
-. DATE: October 3 1,2003 -- _
--
Hi Sherri,
--

As you requested, I am foru~ard~ng for your review and cons~derationelectronic comprehensives


(cornps) of several proposed identity concepts to communicate the theme of this year's Older

- -- --
Americans Month, "Aging Well. Living Well." As you will see, based on our discussions with
yell and our analysis of your vanous constituencies. we have prepared three distinct visual
2 p r o a c h e s , with several variat~onsfo-mach.
--

--
-- -- 4-

-- r...-.-
I invite you to review these propoied approaches and let me know if I can answer any qui&ons -
.-.- .-
..

--
.. .- .
.
--
- --. .
you may have about them. I also encourage you to provide us with as much feedback as possible. -.
When reviewing these concepts, please keep in mind the following points: ..
e In our traditional face-to-face presentations of design comps, we are able to address
questions regarding concept development for a particular direction, as well as the
research and rationale that led us to develop it.
The colors that you're seeing in the anached comps are not 'true" colors compared to the
-
final printed versions. Since you will be reviewing these on screen (in which the colors .-
are presented ag'qpbinations ofred, green and blue pixels), you will have at best a close
approximation of the final colors. In face-to-face presentations, we are able to provide . -
--
--
printed color swatches for your review. ..

.. . -. - - ->-.
Based on your feedTSmt6Phese design approaches, we will refine the selected approach, and
then resubmit for final approval. After approval, we will then provide you with comps that show
how the approach will b e used inspecific applications (for example, on a poster.cxbrochure..in_,
the kit). For the reasons explained immediately above, 1 strongly recommend that we meet in
person, at your convenience: to review these refined cornps. In addition to giving you a more
accurate understanding of the color palette and design, such a presentation will allow me to .-.

answer any questions you have immediately and to deliver an end product that better meets your ...-
-----.
. - ., requirements. .. a*.
_-- . ---
-

- ..-.-
-
-.-
.-
--..
--,- .-.
.-

.-

If you have any questions, please don-'1hesitate to contact me at (703) 5674321. . -.


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Base Year:
P r o j e c t TiLle:

~ h r n i t i r t r a c i o non Aging P u b l i c A w a r e n e ~
, ~Communic
- -

p e r i o d of Performance: 0 9 / 3 0 / 2 0 0 4 co ~9/29/~-005

--
. .

TO provide che f o l l o w i n g P r o f e s s i o n a l S e r v i c e s :

--. .- -
-. ..'C -- r-

- -...- .
..
- -- .
Adniniscsacion on Aglnq.Pl;blic Awareness, Communi it i Outreach P grams
h o u n c : Z558.329.00 (Option Line Item)
Period of Perfotmance: 0 9 / 3 0 / 2 0 0 5 t o 0 9 / 2 9 / 2 0 0 6

3 TO provide t h e following P r o f e s s i o n a l S e r v i c e s :
...'\<:...
Opcion Year Two:
--
Prajecc Ticle:
..i<-**5:. .. ..,.>
AdminisCracion on Aging P u b l i c Awareness, C o m i ac: 1 Outreach F
Lmount: $411,862.00 (Opcion c i n e Item) -. ..5-

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.-
ACCEPTED. AND CONFORMS TO T H E COMR/rCT EXCEPT AS
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-

option Year T h e e :

Project Title:

Admini e r - - - Zwarenesz . g o m m u n l ~ t i ~ nans l Outreach Programs


AmOunf : le Item)

Cr - - -
period ~ T ~ ~ 05/30/2001-co
r A y r u m n c e . 09/29/2008
- -- - * - = - -
5 TO provide the foliowzng ~ r d f t i i s i o n a lservices :
- - --
%
Option Year Four:

Project Title :

Adminiscraci on on Acing Fublic Awarenee6 , ~ommur.ic~tlonsant Outreach Programs


Amowr: 5441,085.00 1 9 t , i o n Line Item)
Perlod of Perfcmance: 09/30/200@ t o 09/29/2009
- -
local amount of avard:
.'.-...*. 52,256.486.00.
4

. -+ - . -_

- ..- -- --
.---. -- -

'r -
- - A

O P n O W COLW UL IUO
*3( 7Y09l-lYM sD0rwt.u b OY.
F A a I.@CR)s.-.a
STATEMENT OF WORK

Background and History:

The Administration on Aging (AoA) is mandated by the Older Americans Act to he the focal
point and lead advocacy agency for older persons and their concerns at the Federal level. In this
role, AoA informs other Federal agencies, organizations, groups and the public about the
valuable contributions that older Americans make to our country and alerts them to the needs of
vulnerable older people. AoA's vision for older people, embodied in the Older Americans Act,

- is based on the American value that dignity is inheknt to all individuals in our democratic
society, and-thc belief that older people should have the opportunity to fully participate in all
aspects of society &d community life, beable to maintain their health
remain in their own homes and communities for as long as possible.
--
- and-'ndependence,
--
-- .-and_
- I
:

AoA administers various grant programs that support an array of supportive services, as well as
state and local efforts to develop comprehensive and coordinated systems of care for older
people and their family caregivers. AoA carries out its advocacy and grant programs in
collaboration with a national network that includes 56 State Units on Aging; 655 Area Agencies
on Aging; 244 Tribal organizations; over 29,000 local community service organizations; 500,000
volunteers, and a wide variety of national organizations.
?,
J

The Assistant Secretary for Aging established five priorities in the AoA strategic plan to ensure
- that AoA and the Aging Services ~etworkcontinuesto play a leadership role in shaping our
evolving health and loog,lr;mcqr~system on behalf of older people. These priorities are: --

Make it easier for older people to access an integrated array of health and social= supports;
r -I --= P

Help older people to'stay healthy and active;


Support families in
.- their efforts to care for their loved ones at home and in the
community; .
-. - I

-. ..- - . . . Ensure thd


. rights of older people and prevent their =.abuse,
,

Promote effective and tesponsive m&agement. -


>
i-*
il _
neglect and exploitation; and
__- - .
. _. . . -.
-.

In the performance of this contract, the Contractor shall perfom the following services:

(Note: Any of the tasks described below may be required as stand-alone projects and not always
as part of a larger communications program.)
# d F :

::, -
General Requirements:

The Contractor shall perform administrative activities including the following:

A. Prepare project plan for Project Officer and Contracting Officer approval. The work
assignment should include a written conceptlwork plan that outlines the task objective(s),
the proposed approach to the task, and a task budget.
B. Complete work assignments within deadlines. All deliverables shall be thoroughly
reviewed by the Contractor before submission. They should be provided to the
Government in immediately usable condition.
-.

C. Perform other administrative activities, including preparation and submission of monthly


progress reports, task completion reports, budget reports, as needed, and a final project
.-
report.

E. Periodic meetings and cornrnunications with the Project Officer will be required.
-
. -- .-.-
.-
.-. .. - -
--
..- . .. .
~. - --
0 .
T S k T . D e v e l o p program, implement-axid promote AoA's Older- American's
- ._?_-
Man-~JI
-- .- : ,.- J.
( O f i t ) in May 2005 and.in RI-ayeach year tbereafter for the duration of thir-coetract. - - .--
Implementation to begin immediately upon award of contract. .
. --
... . -

Background
The Administration on Aging has the responsibility for promoting and supporting Older
Americans Month, a Presidentially-proclaimed month which honors the
contributions and highlights the needs and concerns of all older Americans. Older Americans -
Month is traditionally celebn&d during May, with activities involving Federal, State and local
agencies, Members of Congress, the vast members of the aging network, aging advocacy
organizations, service providers, senior citizens, caregivers, volunteers and others. It is a time
when our Nation h o n o r ~ ~ ~ l d e r ~ o p u l a focuses
t i o n , on their successes, and works to improve
- 5 .
the quality of their lives. The Administration on Aging has the responsibility to provide
guidance to its vast network on how they can become part of the Older Americans Month
celebration which is observed during the month of May of each year.
- - -- -*

The Contractor shall provide all necessary personnel, materials, service, and otherwise do all -

.. necessary 10 perform
----- things the tasks listed below:
-- - . ...
-- ... . -- -
- -- .-
-
Task 1.0 Development and Promotion of Older Americans Month (OW- ---._I
--

Subtask 1 .I The contractor shall meet w ~ t hthe Project Officer and designated other
staff within ten (1 0 ) working days of award ofthe contract. Discussion topics will
include, but not be limited to, the purpose of the project, the technical approach (es) to be
---"followed and the expected outcomes.
.a-.

Subtask 1.2 The Contractor shall assist In the development of artwork and logo
development for the OAM 2005 theme. Once t h ~ stheme has been accepted, the
Coniractor shall present at least three (3) lo_gosrepresenting the theme/slogan for AoA
selection.-
-- -. - .- - - -

Subtask 1.3 The Contractor shall assist in the artistic design, research, writing, editing,
formatting, and development of the contents of a comprehensive pubic information, and
activities kit (containing numerous fact sheets, vignettes and news articles; PSAs, media
guide, and poster on Older Americans Month 2005 and related materials for distribution
to AoA identified partners. Translation services will be required in a minimum of Spanish
ffom the English copy for the materials.

Subtask 1.4 The Contractor sKa11-be responsible for preparing appropriate format for
printing and the website of all materials prepared for Older Americans Month. In
addition, contractor will he responsible for preparing and reproducing an interactive CD
of all the materials developed for Older Americans Month for inclusion in the kit.
Approximately 3000 kits will be printed. Both the cost ofprinting and mailing is
provided by AoA though the GPO printing contractor and is not a part of this contract.
- The-Ci3ntractorshall be responsibJe for print proof and oversight of printing production. ..
-. .. -- C

Subtask 1.5 The Contractor shall explore with AoA staff other 2ems which c_an beF
used and distributed to commemorate Older Americans Month, 2005, e.g., a
commemorative item' like magnetic decals.

Subtask 1.6 The Contractor may also explore with AoA staff the possibility of
producing a short video for distribution to the public on the occasion of Older Americans
Month, 2005, and assist in the development of a budget for accomplishment.
. . -
Subtask 1.7 The'"&tractor will work with AoA staff to plan and implement a kickoff
- event at an undetermined site in Washington, D.C., which may involve the President (or
his representative), the Secretary O ~ H H and
S the Assistant Secretary for Aging and other
public officialsawell a ~ t h aging
e network, aging advocacy organizations, service . .. .... - . .. -....
providers, volunteers, caregivers and senior citizens. The tasks to be performed may
include but not be limited to.: 1) decorations and signage, 2) the mailing and follow-up of
invitations to honorees ss well as audience which may consist of seniot-citizen's
others, 3) the development of the-event program, 4) on-site support. The contractor shall
also be responsibre for working with AoA/HHS staff to provide an interpreter for the .-

-. -._- .- -
hearing impaired at this event, if required. Additionally, the Contractor shall assist in the
development of pressreleases announcing the event and work with AoA-._staffin_ _ _ . _.._
.- .-
contacting local and national press for coverage of the event. -
-.
.-

Task 2. Each '$ear months are designated for tbe celebration and awareness of key issues of
idterest to the general public. AoA is interested in making sure that during these months
key messages are relayed that relate to older Americans and their caregivers. Specifically,
AOA% interested in-having the contractor assist in the development, implementation and
promotion of the foIlo\r.ing annual major recognition activities: National.Garegivers Month
(RTovember); R'ational Nutrition Rlonth (March); National Health and Aging Rlonth
(September)

(All celebrations may not be implemented each year)

The contractor will submit all documents in format suitable for printing and web
placement.
Sub Task 2.1 Materials Development

For each of the above mentioned major recognition activities, contractor will assist AoA to
.-
develop and disseminate materials that effectively convey AoA messages to specific
audiences. Using various media, thecontractor shall develop web based and electronic
products; audiovisual aids; and print products with a uniform look, for consistency
presentation, for each project.-This includes:. :

2.3.a. Translating complex programs, policies and technical information into text that
can be easily understood by designaled audiences (e.g., professional as well as lay
sudie-nces), including Spqjsh-language capabilities. Audiences include the
~lt
-, - media, the genzral public and consumers, as well as the - Aging
-- --
N e t ~ o r k ~ N p-tAll
e:
- - #

materials written f o consumer


~ audiences are to be in compliancewith the -----
Government's Plain Language Initiative (http://www.~lainlan~~age.g.ovl).
Approximately three products will be developed for each major recognition
activity. (e.g., an op ed, educational brochure, and poster will be developed for
National Nutrition Month)

2.1 .b. Providing graphic and design services for educational or promotional materials,
-
and for news,media outreach activities.
\=
- 2.1 .c. Developing, producing and disseminating video and audio public service
announcements for broadcast andlor internet applications. One 15 second and one
30 secondPSA wjJ be developed for each of the major recognition activities -- ..
identified in task 2.

2.1.d. Developing materials, such as an educational brochme or posth, for c u f t h a l ~


diverse audiences, communicating in both text and graphics with African
American,'Hispanic, Asian American, Asian Pacific Islander and Native
Aherican audiences. At least one document will be prepared for each minority ,
-
-_
i

--_--
group far eachof the major recognition activities identified in task 2. .-e__ . -
Sub Task 2.2 RlarketingIPromotion .. ..~ -

2.2.a. Assist AoA in promoting messages and materials developed to targeted <audiences
and media including: older people, caregivers, Aging network, the media,
., z minority audiences andlor the public.
.--4 .

2.2.b. Develop story angles, including op eds, and pitch AoA priority messages to print,
broadcast, and web cast media.

2.2.d. Coordinate with AoA staff to develop and design new panels for the AoA exhibit,
used for varying purposes and events for display nationwide. The entire table top
exhibit is 5 x 6 and consists of three panels. Contractor will be required to
develop and design a pop-up panel (to augment the existing AoA exhibit) that
communicates at least four themes (Older Americans Month; National Health arid
Aging Month; National Caregivers Month; National Nutrition Month). Ten
copies of each panel theme will be needed for each of the ten existing exhibits

S u b Task 2.3 Special Events

Provide administrative and logistical support for any special events associated
with National ~ e a i t hand Aging Month; National Caregivers Month; National
Nutrition Month; town hall listening sessions; other significant events and
activities. This will include arranging for a location; providing on sight support;
-contacting speakers; and other misc\ellaneous tasks. It is anticipated that there
-- _ -. -
will be no more that two 5pecial events associztcd with task 2 a year.
- z- .* 0
.
- 9 -

.* *-= -- 2 -

Sub Task 2.4. Partnerships/Collaborations

2.4.a. Assist AoA in building and maintaining an inventory of federal agencies and
outside organizations (e.g., foundations and businesses interested in caregiver
activities and issues) in which AoA could partner in areas ofmutual interest.
Contractor will maintain and use a searchable lists mechanism to catalog partners
or potential p a n e r s . (e.g. Maintain a list of organizations that have an interest in
nutrition and hipess)
-
2.4.b. Coordinate development, release, andlor promotion of important information with
partners;.&meaep. and voluntary groups, Aging network organizations, and 0th-m
federal agencies. Provide background information and messages as appropriate.
4

Sub Task 2.5. Research and Evaluation


.-
Design, conduct and evaluate up front, formative market research, to include
. . . focus groups, etc., to help formulate Campaign design, effective consumer
messages, etc: , Conduct eval&tion studiei'bn specific topics or c~mmunicajjons.-
efforts to assess their effectiveness. Studies may include efforts to determine if
partners are active in the communication activities, if messages and materials are
reaching special audiences, and if the overall activity is proceeding on time, on
strategy, and within budget. This may include measures of message dissemination
,.?.' - and exposure, using techniques and services such as clipping services, public
service monitoring reports, "bounce back" cards, surveys.
. r * .

Sub Task 2.6 Public Document Planning, Editing and Coordination AoA expects to
implement this sub task in year two (2) ofthe contract.

2.6.a. The contractor will review and edit public information materials prepared
throughout AoA to ensure suitability for the consumer.
2.6.b. Organize and maintain on behalf of AoA information fiom other sources that
provides consumer information to older persons and their caregivers.

2.6.~. Work with AoA staff to determine the consumer message to be relayed and
suggest appropriate publication
- . vehicle (fact sheet, brochure, checklist, ktc.)

Task 3 40Ih ~ n n i v e r s a rof


- the Older Americans

The Contractor will work with AoA staff to plan and implement a kickoff
event at an undetermined site in Washington, D.C., which may involve members

- -_ --
-

-
- --
of Congress, the Secretary of HHS-and the Assistant Secretary for Aging and
other public officials as w l l as the aging network, aging advocacy organization$
_
service providers, volunteers, caregivers and senior c i t i z e ~ .The e s t i ~ t g- -- ,
number of people is approximately 100. --- - - _ -

The tasks to be performed may include but not be limited tol) decorations and
signage, 2) the mailing and follow-up of invitations to honorees as well as
audience which may consist of senior citizens and others, 3) the development of
the event program, 4) on-site support. The contractor shall also be responsible for
working with AolVHHS staff to provide an interpreter for the hearing impaired at
this event, if required. Additionally, the Contractor shall assist in the
developmen&f press releases announcing the event and work with AoA staff in
- contacting locai and nation31 press for coverage of the event.

Task 4 AoA &assdiag.lCampaign -

4.1. Analyze internal and external constitutents' views of AoA's programs and
. .- - ' r*

policies; make recommendations to AoA on how to increase fk'cYogn~tlonmi-


understanding
- .
of AoA's programs and policies.

'H"elp position AoA and increase awareness and understanding of AoA's mission, .-.-
- -- .. - 4.2.
-. -. . ..

key partners, the media .and.. the public..


_
programs and-contributions fi the ~ i i n < n e t w o r k ,older Americ.ans,-Caregivers,
._._. - _.. -.~ .
L-

4.3. Work with AoA s ~ a fto


f implement the identity campaign uniformly across the
agency, through all communications, presentations, and materials, and to
appropriate external audiences.
., - -- .
InIPLEnIEhrTATIONIN OPTIOhr YEAR 1 OF THE CONTRACT. ALL
IVORK UhrDER TASK 5 ARE FOR COAIPLETION IN2005 AND 2006.

- Task 5. AoA Nutrition and Pbysical Activity Campaign -."You Can! Steps to Healthier
.- .

Aging "

AoA will partner with other oiganizations on a new 1'014 Can! Steps to Healthier Aging
campaign. Through the campaign, AoA will encourage inactive older Arnericansto eat
better and move more, two key strategies for healthier aging and will contribute to the DHHS
Sreps to HealthierUS initiative. i
. - - ..--
.. .
. .. .
=. - .

-- -Thegoals of the-you Can! Campaignziire to collaborate with partners towards these--ends:


.- ..-
.-
.- - ..
, ' - . ,.-. z

-- . .-
..?.- ...
-
. -: t

---
--.

Older Americans will live longer, healthier and better lives by improving their eating --
.~
- -

habits and increasing their physical activity; and

Society will realize substantial savings through the improved health of older Americans.

Objectives:

1. AoA will enlist 2,0o*&ganizations as You Can! Partners by October 1,2005.


-
2. Partners will s t m or expand nutrition and physical activity programs and three million
older Arnericansaill paakipate in these programs achieved through expanded outreach --.,
by October 1,2006.

3. Two million older American; will receive cenificates from partners by i2porti6gthaithey
have reached the goal of achieving one or more changes in their eating behavior and for
increasing their phjsical activity by 25% for at least six months (or its equivalent)
achieved through expanded outreach. ...---
- -.-- .- _ * .- :

., .* .. .
.- -.
-
.-
--.. . .- - __ . .--
.-.

Subtask 5.1. Contractor will promote and implement a "You Can!" Signature ~ v i n itn
September 2005 to raise the visibility of the campaign and serve as a primary k u a l
recruitment mechanism. T h e tasks to be perionned may include but not be limited tol)
site location, 2)decorations and s i p a g e , 3) the mailing and follow-up of invitations to
honorees as well as audience which may consist of senior citizens and others, 4) the
development of the event program, 5) on-site support. The contractor shdl also be
responsible for working with AoA/HHS, staff to provide an interpreter for the hearing
impaired at this event, if required. ~ d d i t i o n a l lthe
~ , Contractor shall assist in the
devel'opment of press releases announcing the esent and work with AoA staff in
contacting local and national press for coverage of the event. The estimated number of
people is approximately 200.
Subtask 5.2 Year 2005 - Contractor will develop and implement partnership outreach and
media promotion.

Subtask 5.3 Year 2006 - Contractor will further develop partnerships with national'and
-- . regional organizations (e.g., YMCA's 4-Hs or local AARP chapters) to encourage
intergenerational activities between g?andparents and grandchildren and promote increased
physical activity and improved nutrition among these two groups.
.-
List of Deliverahles

. 1. Post-award meeting with minutes. - .

.
.

2. Older Americans Month (OAM) - May 2005

3. 40Ih~ n n i v e r s a r yof Older Americans Act (OAA) - July 2005

- --
4 . "I'ou Can! Sreps to Healrltier Aging" Ca'mpaign
-.
. ..- . . . . . . . . .
-
-..
...
- --.- --
- TBD
5.-National-~ealtb and Aging hlod;th - September; N a t i o n ~ l ~ C a ~ ~ iMoD~.~.N.OT;--
National Nutrition hl-onth--+larch) TBD -
vers
. . . . ..
--- . . . . .... . .
,

. . ..

6. Develop and design AoA exhibit panels - TBD

7. Materials Development - T B D

8. hlarketing1Promotion - TBD
9. AoA Branding ca'&iign - T B D

10. Document \jTritingDesign - TBD


.V..W ..-. --.
11. Partnership Inventory - T B D

12. Research and valuation -TBD


MEMORANDUM

TO: Ellen Bruce, Jeanne Medeiros


New England Pension ~ s s i s & cProject
~

FROM: Janey Bishoff. Mary-Beth Sorgi. Samantha


. .
Pease. Nancy Delpidio
Bishoff Communications

SUBJECT: Project Wrap-up Report 8: Recommendations


...
DATE: --August4, 2004
.. . . .-
. -. . .
:. . -- -
.-
-. ..

On a short-term assignriient, BC's effoiij focused on obtaining greater visibility for the .......,a.'. - .. . . ..
.-.-
--
..
New England Pension Assistance Project in the Greater Boston area as well as in Maine
and Connecticut. Following an introductory briefing meeting on March I lIh, BC
developed a media list of the significant local daily newspapers in the targeted areas (see
attached), identified the appropriate media contacts, reviewed all NEPAP materials and
conducted several conference calls with Jeanne Medeiros and Jack Pizer.

We then developed two story ideas. First, we pitched the human-interest angle that
would focus on an actual case of a lost and recovered pension and the importance of
monitoring pension plans. ' k r a g i n g news of the FleetrBank of America (BOA)
merger, BC developed a Media.Advisory and positioned Jeanne as-an expert resource for
a Q & A column on recovering a lost pension,--For the second pitch, BC refined the
media list to specifically target dailies and editors that featured Q & A columns. One, or
in the case of some out.kf6.bdbOth plfiches were distributed as appropriate.

... &- .', . ~ . f >

GENERAL RECOMMENDATION
1. We recommend that NEPAP monitorsfor news coming from the BOAIFleet
merger, such as layoffs, that may be relevant to the future of employees' pensions
after thej; leave the bank.
2: We also recommend that NEPAP identifypotential cas&for developing case .:....
. .
..-----.-_ . . #

- studies and pitching them to appropriate local papers:


. .
1.
S U M M A R Y O F RESULTS 6: SPECIFIC RECOMMENDATIONS
Following is a summary of results fiomthose publications whose editors and reporters
were responsive during follow up.
.:..:..- .
. . .._

......... 1
Bishoff CommunrcotrondNEPAP
Project Wrapup Reporr & Recommendorrons
August 4.2004
Page 2

Massachusetts
Tlie Boston Globe: S t e m n i e Gelston. Assistant Business Editor and Q & A r
! ~ew:
Editor. was receptive to the idea ofthe Q 6 A, but felt i t would fit better in the
Personal Finance section. Stephanie noted that the Globe's Q 6 A column
generally featured prominent CEOsand companies and recommended we contact
Assistant Business Editor Shirley Leung. After persistent outreach, Shirley liked
the idea and concluded that she would work on a feature piece on retirement for
the Personal Finance sectidn in the future. At that time. she may want to use
NEPAP as a resource.

Recommendation -
We suggest NEPAP send a letter to Shirley at the Boston Globe in August,
. . -. r.evGi!in tJle idea of a retirementippllsion piece fbrsthe personal finance section-
-- -
. .
--
- .
Bostorr Busirress ~ o u r ~ f a lQC-fontacted
: Banking and Government Fkpo%? ~d -. .. .-
--
A
:
- . C C

.- .
Mason on the idea of leveraging the BOAIFleet merger. especially as Fleet had . .-

had several acquisitions of its own prior to being acquired; Ed was very receptive
to the idea to the point where he felt it might be a page one story. As you know,
BC arranged for Ed to interview Ellen Bruce and BC briefed Ellen and monitored
the interview. After collecting additional information from Ellen, Ed remained
interested in the story but felt it needed a more immediate news hook.

Recommendation -
We suggest that NEPA-P be aware of any calls or anything occurring in the news
related to Fleet acquiWTons or results from the acquisitions that would provide a
timely news hook for Ed to write the story. Then follow up with Ed connecting
the interview with Ellen Bruce and the-current news tie.

Connecticut'--"- ' -- -.
Tlie Hrrrtforrl Cuurrrrrt: BC pltched Personal Finance Columnist Matthew
Lubanko, who was very interested In the merger idea. He contacted BOA for .-
~nformat~on
on how pensions were Impacted as a result of the merger. However,
- - I -_
as BOA was not releasing such informat~on,Matt felt the story was not timely.
-
Recomr~lendation
We suggest you re-approach The HarIford Courant w ~ t ha local case study, hard -
numbers fromrecent mergersllay-offs a f s c t ~ n glocal residhts andlor tips on steps - - - - -- -
that can be taken take to safeguard an ~ n d ~ v ~ d u apenslon
l's after a lay-off, to be
used as a slde bar.

New Haven Register: BC pitched Business Editor Steve Higgins on an actual


case study involving a resident of New Haven, as this outlet only covers local
news. However. UEPAP was unable to reach him,
-

BC sought another outlet. --.


BirhoflCommunicaiionr/NEPAP
Project Wrapup Repori & Recommendorrom
A u g w 4.2004
Page 3

Recommendation
Approach publications only if NEPAP can provide a New Haven case study.

The Advocate: Again leveraging rhehuman-interest angle, BC pitched Assistant


Business Editor Rich Lee. Rich was ihterested in doing a story. BC worked with
NEPAP to brief its client,-Ernest Baron from Stamford, as well as Jeanne. The
story ran on page one of the Business secrion on May 15Ih in both Tile Stamford
Advocate and its sister publication, Greenwich Time as "Service helps former
Norwalk exec recover pension funds."
\

- -
-
Maine
-771e~ortkrrtd-~r&
Heruld: BC p # h e d ~ u s i n e s s ~ d i t Eric
o r Blom as Fleet Bank
- . .
had branches in the Portland area. Eric felt the branches were not s i g n i f q w in . .~. , . = s
number. BC conducted-resea~chon the Banknorth merger, as Banknorth is ..-.
. .
. ... . . .

headquartered in Portland and was involved with several mergers. While, Eric .-
. .

remains interested in,the idea, he does not have staff available to cover this type
of story at the moment.

Recommendation
Publication will only cover very local news that impacts the greater Portland
community. We suggest follow up if NEPAP has a recent Portland case study.

Bartgor Doily N e e : QC leveraged a local case study, the Talmadge case. to pitch
Business ~ d i t o cr a r 2 1 1Astbury. While Mr. Astbury was interested, he noted he
was short staffed and did not have anyone to cover this type of story right now.

RecommendqLi.o,g.- , -
_.:.
Smaller publication with fewer staff members, therefore story needs to impact
- . . . -- .- . ,

Bangor residents.
., 1. = p=.=
-17 0 5
r ~ e b
.a
01: l l p Dhss

Division of Scnior & Disabilities Services/SeniorCare-SeniorInformation Omce


T h e Frontier Building. 360 1 C. Street Suite 3 10, Anchorage, A l a s h 99503

FAX
Number 01 pages

From:
TO: Barbara Dlcker i

Essien J. Ukoldemabla -XX-


* = -=

Phone:
. ,
Beverly McCuiro - & : <
.-

:-
+ -F
. .
.
F a x Phone: 2 0 2 - 3 5 7 - 3 - 9 Avelino R Mayoral

CC: Section of Seniorcarel Medicarc:

Public Phone: 1-800-478-6061 (instate)

Local Phone: 907-269-3688

Fax: 907-269-2045

( ) Per Your Request (xx) Urgent ( ) For Your Review ( ) For Your Filcs
-
Comments:
, .- - .
Hi Barbara,

, Here is Alaska's submission. Thc attached documents are of


onc-time purchase with a publication company, The purchase took place
in 2004. T was not able to find any other contractslsubcontracts with any--
public affairs o r advertising f i r m s witbin our file system.
I

hank you,
Essicn
907-269-3669
'eb 1 7 05 0 1 : l l p Dhss
2692045
-. - ..-
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PURCHASE STATE OF ALASKA PURCHASE REQUIS~TIONNUMBER

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NO. CODE. ntOUInED MUYURE ~ O i i 11: ,hi%P.RI: lor 1.ssed sphcc or IONIO~I~!
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. . .. ...-
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~nl
Feb. 17 0% 01: l l p Dhss

Tern~s K t 1 30 d a y s from date sl~ippcd.Crcdi~approval rcquircd. Vjsa/MC acccptcd.


1mnrintr.d orders Call for inlprint option: and specifications. Typcsclljng and dcs~gnservices avaiiablc
--- Llelivel-y U~nesarc dependen;. on rcct:ipl of acc,cpuLlc ar~.All imi~rrn~ed
orders are subjec;~m overruns or
under-runs of 5% and will be invoiced ~ ~ c o r d i n ~ . l y .
i u order: will be-s111ppt.d FOB iacto? Wl. A n v claims for losc, damage, or [hcA sl~ouldbc
S t l i r ~ ~ Xi1 - -.
madc wilh delivcri~~g carricr.
Add statc sales la? V?J

- -..-
Produr.l.inn Plcase allow 4
forTdclive-ry; - - -
- . .
10 6

~.
wcek; for deljvery of ~ r n p r i n ~ eorocr;.
. .- . .-
d Nan-irnpril~kd allow 5-20 days
..

Merchandise returns Imprinted material cannor be rcwrned u n l e s i r - i s u n.a u. e..p ~ b 1 r ; ' d E m ~ f a t l o r ~


enor. Wriuen appioval needcd'id; returns. Rcs~oclungfee may apply.
. ....
--
---. .
:
D I V I S I O N OF S E R V I C E S F O R A G I N G A N D

Contract No. 35-1400-2005-37 ...

-
- -
Ct - -
SERVICES
. --
--CONTRACT FOR
TRAINING MATERIALS - - --- .. - -- -4

BETWEEN
DELAWARE DEPARTMENT OF HEALTH AND SOCIAL SERVICES
DIVISION OF SERVICES FOR AGING AND ADULTS WITH PHYSICAL
DISABILITIES
AND
JANET HUGHES & ASSOCIATES

A) Introduction

1. This contract is entered into between the Delaware Department of Health and Social Services (the
Dcpamnent);.&~ision~~efServices for Aging and Adults with Physical Disabilities (Division) and
Janet Hughes & Associates (the Contractor).

2. The Conwct shall commence on October 31, 2004 and terminate on March 31, 2005 unless
specifically extended by an amendmenf signed by all parties to the Contract. Time is of fie essence.
(Effective contract s t m date is subject to the provisions of Paragraph C 1 of this Agreement.)

1. Contractor recognizes that it is operating as an independent Contractor and that it is liable for any and
all losses, penalties, damages, expenses, attorney's fees, judgments, andlor settlements incurred by
reason of injury to or death of any and all persons, or injury to any and all property, of any nature,
arising out of the Contractork negligent performance under this Contract, and particularly~without
limiting the foregoing, caused by, resulting from, or arising out of any act of omission on the part of
.-. ... - the Contractor in their negligent performance under this Contract.
.--..
2. The Contractor shall maintain such insurance as will promt against claims under Worker's
Compensation Act and from any other claims for damages for personal injury, including death, which
may arise from operations under this Contract The Contractor 1s an independent contractor and is not
-- an employee of the State.

During the term of this Conuact, the Contractor shall, at its own expense, cany Insurance with
minimum coverage limits as follows:

a) Comprehensive General Liability ,, 4


and
1 9 0 1 N . D U P O N T HWY. N E W CASTLE DELAWARE t9720 TELEPHONE: ( 3 0 2 ) 2 5 5 - 9 3 9 0
256 CHAPMAN RD. SUITE 200. NEWARK
.
DELAWARE 19702 TELEPHONE: ( 3 0 2 ) 4 5 3 - 3 8 2 0 1-800-223-9070 TDD: 1302) 4 5 3 - 3 8 3 7
ie N. WALNUT S T . . MILFORD D E L A W A R E1 9 9 6 3 TELEPHONE: ( 3 0 2 ) 4 2 2 - 1 3 0 6 TOO: ( 3 0 2 ) 4 2 2 - 1 4 1 5
I N T E R N E T : WWW.DSALPD.COM E-MAIL: D S A A P D I N F e S T A T E . D E . U S
Contract No. 35- 1400-2005-37

b) MedicallRofessional Liability

or C) Misc. Errors and Omissions

or d) Product Liability

All contractors must carry (a) and at least one of (b),(c), or (d), dependng on the
type of service or product being delivered.

If the contractual service requires the transportation of Departmental clients or staff, the
- conuactor shall, in addition to the &ve coverage. setup at its o m expense the
following coverage: --
0 - --
e) 'Automotive Liabil~ty(Bodily Injury)
?"It
,
* -
f) Automotlve Property Damage (to others) i

4. Not withstanding the information contained above, the Contractor shall indemnify
and hold harmless the State of Delaware, the Department and the Division from
contingent liability to others for damages because of bodily injury, includng death,
that may result from the Contractor's negligent performance under this Contract, and
any other liability for damages for which the Contractor is required to indemnify the -

State, the Dspqment and the Division under any provision of this Contract.
%
'

- 5. The policies required under Paragrwh B3 must be written to include Comprehensive General L i a b i l i ~
coverage, including Bodily Injury and Property damage insurance to protect against claims arising
from the pe-f?Lcx,"~e, of the Contractor and the contractor's subcontractors under this Contract and -. . . -_..
MedicaVRofessional ~yabilitycoverage when applicable.

6. The Contractor shall provide a Certificate of Insurance as pmof that the Contraclpr has the required
insurance. The certificate shall identify the Depanment and t$e Division as the 'Certificate Holdd'
and shall be valid for the contract's period of performance as detailed in Paragraph A 2.

The Contractor acknowledges and accepts full responsibility for securing and .-
maintaining all licenses and permits, including the Delaware business license, as
applicable and'recluired by law, to engage in business and provide.. the g ~ d s--
andlor services to be acquired under the terms of this Contract. The Contractor
acknowledges and is aware that Delaware law provides for significant penalties
associated with the conduct of business without the appropriate license.
i
The Contractor agrees to comply with all State and Federal licensing standards and :all other
applicable standards as required to provide services under this Contract to assure the quali'ty of ser-
vices provided under this Contract. The Contractor shall immediately notify-*e Department in
writing of any change in the status of any accred~tations.licenses or certifications in any jurisdiction
in which they provide services or conduct business. If this change in status regards the fact that its
accreditation, licensure. or certificatlon is suspended, revoked; or otherwise impaired in any
jurisdiction, the Contractor understands that such action may be grounds for termination of the
Contracr.

9. Contractor agrees to comply with all the t e r n , requirements and provisions of the Civil Rights Act of
1964. the Rehabilitation Act of 1973 and any other federal. state. local or any other anti discriminatory
act, law, statute. regulation or policy along with all amendments and revision of these laws, in the

2
Contract No. 35- 1400-2005-37

performance of this Contract and will Mt discriminate against any applicant or employee or service
recipient because of race. creed, religion, age. sex. color. national or ethnic origin. disability or any
other unlawful discriminatory basis or criteria.

10. The Contractor a g e e s to provide to the Divisional Contract Manager, on an annual basis, if
requested. information regarding its client population served under this Contract by race, color,
national origin or disability.

11. This Contract may be terminated in-whole or part:

a) by the Department upon five (5) calendar days written notice for cause or

- -_ - -
.. ..
.
.

.-
-
documented unsatisfactory performGce,
-
..
-
or reduction of funding
-. -.
for the
- -- stated Contractor
-
b) by the Depanment~pon fifteen (15) calendar days written notice of the loss=.
services as described in AFpendix E%,
- - _
of funding
... .
* ..-
-,
.- .
- 4

. .-.

C) by either party without cause upon thirty (30) calendar days written notice to the othcr
Party, unless a longer period is specified in Appendix .4.

In the event of termination. all finished or unfinished documents, data. studies. surveys, drawings,
models. maps. photogaphs, and reports or other material prepared by Contractor under this contract
shall, at the option of the Department. become the property of the Depanment.

In the event of termination. the Contractor. upon receiving the termination notice. shall immediately
cease work and' re@ain from purchasing contract related items unless otherwise instructed by the
\
Department.
- . ..
The Contractor shall be entitled to receive rearonable compensation as determined by the Department
in its sole discretion for any satisfactory work completed on such documents and other materials that . . . ..
-.
are usabl670-%e be$i%nent. Whether such work is satisfactory and usable is determined by the
Department in its sole discretion.
.. - - .- ...- -
Should the Contractor cease conducting business, become insolvent. make a general assignment for
the benefit of creditors, suffer or permit the appointment of a receiver for its business or assets, or shall
avail itself of,-or become subject to any proceeding under the Federal Bankruptcy Act or any other
- statute of any state relating to insolvency or protection of the rights of creditors, then at the option of
-. ---.- .- - the Department. this Contract shall terminate and be of no further force and effect. Coritractor shall
notify the-Department immediately of stch events._ - -- . . --- -
12. Any notice required or permitted under this Contract shall be effective upon receipt and may be hand
delivered with receipt requested or by registered or certified mail with return receipt requested.
Either Party may change its address for notices and official formal correspondence upon five (5) days
written notice to the other.

,, .,,,,y.131 In the event of amendments to current Federal or State laws which nullify any term(s) or provision(s)
of this Contract, the remainder of the Contract will remain unaffected. .---

14. This Contract shall not be altered, changed, modified or amended except by written consent of all
''
- Parties to the Contract.

15. The Contractor shall not enter into any subcontract for any portion of the services covered by this
Contract without obtaining prior wr~tienapproval of the Dcpanment. Any such subcontract shall be
subject to all the conditions and provisions of this Contract. The approval requirements of this
paragraph do not extend to the purchase of articles, supplies, equipment, rentals, leases and other day-
Contract No. 35- 1400-2005-37

to-day operational expenses in suppon of staff or facilities providing the services covered by this
Contract.

16. This entire Contract bcrwecn the Contractor and the Department is composed of these several pages
and the attached: .- -

~ ~ p e n d iAx- Services DescriptionlBudget

17. This Contract shall be interpreted and any disputes resolved according to the Laws of the S u t e of
Delaware. Except as may be otherwise provided in this contract, all claims, counterclaims. disputts
and olher matters in question between the Depanmen: and Conractor arising out of or relating to t h ~ s

- -

-
.

'
.

8
-
.
Conuact or the breach thereof will be d e c i d d by arbitration if the parties hereto mutually agree, or in
- a c o u n of competent jurisdiction within the Stale of Delaware.
- -~-
. ~,

In the event Contractor is successful in an action under the antitrust-kws of the Urrired:Sraes =
- - andlor the State of Delaware against a vendor. supplier. subcontractor. or other party who @vides
particular goods or services 10 the Contractor that impact the budget for this Contract, Contractor
s

-'
agrees to reimburse the State of Delaware, Depanment of Health and Social Services for the pro-
rata portion of the damages awarded that are attributable to the goods o r services used by the
Contractor to fulfill the requirements of this Conuact. In the event Contractor refuses or neglecls
after reasonable written notice by the Department to bring such antitrust action, Contractor shall
be deemed to have assigned such action to the Department.

19. Contractor covenants that it presently has no interest and shall not acquire any interests, direct a -
indirect, that yould conflict in any manner or degree with the performance of this Contract.
Contractor furihktovenants that in the performance of this contract, it shall not employ any person
having such interest:
. .
20. Contractor covenants that it has not employed or retained any company or person who is working
primarily-~for.+heCont~actor, to solicit or secure this agreement. by improperly influencing the=:- .. . - .-'
Department or any of its employees in any professional procurement process; and, the Contractor
has not paid or agreed to pay any person, company. corporation, individual or firm. other than a
bona fide emp16yee working primarily for the Contractor. any fee, commission,'~rcenGge~'~iR 6
any other consideration contingent upon or resulting from the award or making of this agreement.
For the violation of this provision, the Depanrnent shall have the right to terminate the agreement
without liability and, at its discretion, to deduct from the contract price, or otherwise recover, the
fulr amount of such fee, commission, percentage, gift or consideration.
- ~ - -. . . . . ,.. . . :. .
- - * .
:
.

21. The ~ e p k m e n ;hall


t have the unrestricted authhrity to publish, disclose; distribLii a n d i X e i G i i e "'
use, in whole or in pan, any repons, data. or other materials prepared under this Contract.
Conuactor shall have no r i g h t t o copyright any material produced in whole or in pan under this
Contract. Upon the request of the Depanment, the Contractor shall execute additional documents
as are required to assure the transfer of such copyrights to the Department.

If the use of any services or deliverables is prohibited by c o w action based on a U.S. patent or
. ...
5-.
. * .,
copyright-infringement claim, Contractor shall, a1 its own expense, buy for the Depanment the right
to continue using the services or deliverables or modify or replace the product with no material loss in
use, at the option of the Depanment.

22. Contractor agrees that no information obtained pursuant to this Contrac~may be released in any form
. except in compliance with applicable laws and policies on the confidentiality of information and
except as necessary for the proper discharge of the Contractor's obligatic~nsunder t'nis Contract.

23. Waiver of any default shall not be deemed to be a waiver of any subsequent default. Waiver.or breach
of any provision of this Contract shall not be deemed to be a waiver of any other or subsequent
breach and shall not be construed to be a modification of the terms of the Contract unless stated to be
Contract No. 35-1400-2005-37

such in writing. signed by authorized iepresenbtives of all parties and atached to the original
Contract.

24. If the amount of this contract listed in Paragraph C2 is over 5100.000. the Contractor, by their
signature in Scction E, is representing that the Firm and/or its Principals, along with its
subcontractors and assignees undel this agreement, are not currently subject to euher suspension
or debarment from Procurement and Non-Procurement activities by the Federal Government.

C ) Financial Requirements

..

!. The rights and obligations o r each Party to this Contract are not effective and no Party is bound by the
- - . - t e k n f this contract unless. and ~ t i l a, validly executed Purchase Order is approved by thc Secretary .
.
.
..
--
. .

of Finance and received by Contractor, i f required by rlce Srare of Delawa~eBudger and Bcco.mt.qg ;, ,
. Manual, and all policies and procedures of the D e p m e n t of Finance have been met; The oblipatidns,
.:. .-.
of the De~anrnentunder this Conbact are expresslv limited to the amount of any auproved Purchase
Order. The State will not be liable for expenditures made or services delivered ~ r i o rto Contractor's
receipt of the purchase Order.

T o a l payments under this Contract shall not exceed $ 25,000.00 in accordance with the budget
presented in Appendix A. Payment will be made upon receipt of an itemized invoice from the
Contractor in accordance with the payment schedule, if any. Contractor is responsible for costs
incurred in excess of the toal cost of this Contract and the Department is not responsible for such -
costs.
P
\---
,

- 3. . The C o n ~ a c t o ris solely responsible for the payment of all amounts due to all subcontractors and . .
suppliers of goods, materials or services which may have been acquired by or provided to the
Contractor,jgfhe. p p r f ~ ~ a n ofc e this contract. The Depanrnent is not responsible for the payment of .. . .. . -*..
such subcontractors or suppliers.

4. The Contractor shall not assign the Conbact or any ponion thereof without prior witten a p p r e v a W
the Department and subject to such conditions and revisions as the Department may deem necessary.
No such approval by the Department of any assignment shall be deemed to provide for the
incurrence of'any obligations of the Department in addition to the total agreed upon price of the
Contract.
:*

~ b n t r a c t d t shall friainain books. r&Lrds, documents= and other evidence direotly---pertinent--to ---
performance under this Contract in accordance with generally accepted accounting principles and
practices. Contractor shall also maintain the financial information and data used by Contrac~orin the
preparation of suppon of its bid or proposal. Contractor shall retain this information for a briod of
five (5) years from the date services were rendered by the Contractor. Records involving matten in
litigation shall be retained f o r one (1) year following the termination of such litiga~ion. The
Department shall have access to such books. records. dccuments, and other evidence for the purpose
<--. . . of inspection. auditing, and copying during normal bus~nesshours of the Contractor after giving
, ,
reasonable notice. C o n ~ a c t o will
r provide facilities for such access and inspection.,_...

6. . The Contractor agrees that any submission by or on behalf of the Contractor of any claim for
payment by the Department shall constitute certification by the Contractor that the services or items
for which payment is cla~medwere actually rendered by the Contractor or its agents. and that all
information submitted in support of the claims is true, accurate, and complete.

7 The cost of any Contract audit disallowances resulting from the examination of the Contractor's
financial records will be borne by the Contractor. Reimbursement to the Department for
Contract No. 35- 1400-2005-37

d~sallowancesshall be drawn from the Conlractor's own resources and not charged to Conlract costs
or cost pools indirectly charging Conlract costs.

8. When the Depanment desires any addition or deletion to the deliverables or a change in the services
to be provided under this Conlract. it shall so notify the Conlractor. The Department will develop a
Conlract Amendment authorizine sajd change. The Amendment shall state whether the change shall
cause an alterat~onin the price or time required by the Conlractor for any aspect of its performance
under the Contract. Pricing of changes shall be conslclenr with those prices or costs established within
this Contract. Such amendment shall not be effective until executed by all Panies pursuant to
Paragraph B 14.

1. - Ifapplicable, the G o n t r x t o ~agrees to adhere to the requirements of DHSS Policy-Memaradurn #


46. (PM # 46, effective 5R3197). and divisional procedures regarding the reponing and investigation
of suspected abuqe, neglect, mislreatment, m~sappropr~ation of propeny and significant injury of
residentslclients receiving services. The policy and procedures are included as Appendix -to
his Conuact. It is understood that adherence to this policy includes the development of appropriate
procedures to implement the policy and ensuring staff receive appropriate training on the policy
requirements. The Contractor's procedures must include the position(s) responsible for the PM46
process in the provider agency. Documentaiion of staff training on PM46 must be maintained by
the Contractor.

2. The ~ontracto';,<ficludin~ its parent company and its subsidiaries. and any subconlractor.
-
including its parenr'company and subsidiaries. agree to comply with the provisions of 29 m- . .
Code. Chapter 58: "Laws Regulati'ig the Conduct of Officers and Employees of the State." and in
particular with Section 5805 (d): "Post Employment Restrictions."
A+.&.- - ..,'-. -
-...

3. When required by h w , Contractor shall conduct child abuse and adult abuse registry checks and
obtain service letters in accordance with 19 Del. Code Section 708; and 1 1 Del. Code. Sections
8563 and 8564:. Conlraclor shall not employ individuals with adverse r e g k w findiGs'iri ThF
performance of this contract.
Contract No. 35- 14W2005-37

E) Authorized Signatures:

CONTRACTOR ,r Q. DELAWARE DEPARTMENT OF HEALTH &


SOCIAL SERVICES ,
, /7

~ i v i s i o w e r v i c e sfor Aging & Adults


with Physical Disabilities .. .- A ... ...__

Date / .-
--&&
Date
APPENDIX A
BUDGET

-I. Revisions to "Guide" and Updatinp the Insert "Assisted 1-ivine Facilities Survev and Nursine Home
Survey"

JH&A will make the appropriate revisions to make the copy in the "Guide" read more inclusively (e.g..
--
"you and your loved one" vs. "your lovcd one").' This will require some rewriting and editing so that the
Guide's copy reads clearly iind appropriately. It isn't a matler ofjust replacing all "your loved ones" with
the other copy. In addition. we will revise the lnseA "Survey" to reflect the most updated information
Agency will forward revisions to client and finalize the C D ready for printing Agency will add a slit in the

-
back pocket that accommodates the DVD that will be accompanying the revised version of the "Guide" and
-.
-coordirrate
.. .- -
with the.printcr for qual~tyc o ~ ~ o Agency
l. will create a bounce-back postcard that will solicit
- feedback on the "Guide" andivay's :.in which it could be improved.
. .. .~ . -.

- -. Eaimte: ' r

- .-
-cc:-
,: --=
.,'
..
--
--.
C .- --
.. . _.
. - -

2. Translation of the "Guide" and "Inserts" in S ~ a n i s hand Creation of Revised Layout and Dcsipn
JH&A will coordinate having the Guide and lnsens translated as well as laying out the entire "Guide" and
the three "Inserts" for the Spanish-speaking audience. Since this language runs longer than English, it will
involve changes in the layout and getting everyth~ngready for he printer. Agency will coordinate with the
printer for qual~tycontrol. Estimate: - . -
.. %.-.
.:

3. LTCOP Training Module


.-
.
JH&A will work close with the client to d i e the copy 2nd create presentation materials that will ensure
that the residents r?gh~~+message_is
a consistent one-when presented at Nursing Homes. These materials .. -.

will serve the need that Nursing Homes have for required training as well. Preliminarily materials will
include a Script in a B ~ n d e rand 4-5-Poster-S~zedPresentation Boards. Estimate: -. .---& -

-...
-:
. .
Total Estimate:
.
..
~
L
:
-

.. :- - -
-
-
-- - I, J: % U i i Fabiaa, tbe un&sipd, of TARO Ltd, in cxdhdiar of five ..
% m d d dollmi paid TD me by k l h s L Cb.aee, of cbc Vanon &unsel on-=*
mceipt eowledged, agree tosell to the VCOA, t k following aOiit
-. -
oPmed by me, namely: the web page design of hnpfh~~.huippn-a
-
the followipg tams and
1. This tipemcat is to mitinut as a p e d h m Jammy 13$2005 until January
la, 2006.
2. Tbc@~~tokpsidforfbeimellechrd~GfivtMdollantob
paiam~Sol.=
k5
3. AftETpymenthmrdetomehfull,I~tot~e~~dddiv~toVCOA
the i P t e l l d pmpaty of the web site to VCOA, and to deliver possession of
~ ~ - ~.* . ~ v w a c VCOA o m I fmmaagr#m
t o readtrmysavim
asw1611rDBBtep far tbc site for as long as d e a d rvacessary or q u i d by - -.
VCOA, for the sum of five hundred dollars pet month as a retaher. I frridra
ape to provide dpc eatation of services re- in msintcnance of the
Y
lntcmLPertbrrntbc t dtlyofevtr).mont)L , -* - C -_
Exemad this first day of Jamray, 2005.
d

M 1, Qmoe B.S, MA.


VCOA
FEE 1 5 2035

Service Agreement

This agreement is by and between District I11 Area Agency on Aging (District I11 AAA)
and Lead Team Consulting.

District I11 AAA agrees to pay Lead Team Consulting $3,000 upon completion of an
analysis of current marketing practices of the Missouri SORT Program and development
, of a marketing strategy and tools for futuie statewide dissemination of
MedicareMedicaid fraud and abuse information. Final recommendations and product

-
design to be completed by September 15,2001.

- -- - Terms o f p a p e n t : 50% at start bfagreementwith remaining -50%- --paid upon completion.


__, . .* . .

6 -2 8-0/
Date

C 46-U /
Y

R.C. Diekrneier, Executive Director Date


District I11 Area Agency
-8.-.-H.. -
- ..on Aging . , -.
p:!--;
b - . : ,
-, 1 ,
,-
-.-,I
.,-::

Service Agreement 7
..
.
--
.
.
.-
.
.
This agreement is by and between District 111 Area Agency on ~ ~ i n g . p i s t f Land
I~~~~)
Lead Team Consultants, 1 1200 Summit, Kansas City, MO 641 14. ,
.. -
Dist I11 APLA agrees to pay Lead Team Consultants $2,450 for development of press
release templates and media tool kit materials for use in promoting the Missouri SORT
Program. The tool kit will include:
Relevant news releases

- .
-..
-
...-
:
- ..-
- ' . -
a
Fact sheets on Medicaremedicaid fraud and abuse
Fact sheets on aging in the 21st century
Fact sheets d;r%enefits/vdue of Missouri SORT Program -..
0.. .public semice announcements
--.-

Photos of Missouri SORT Volunteer Network Training


-- -
- .. ..-
- ?. --
. .
. .
.
-- &

.. -
--- . .

Backgrounder on Missouri SORT Program


Backgrounder on District I11 APLA
The templates and tool kit are to be completed by November 1,2001.

Terms of payment: 50% at ongination of agreement ($1,225), with remaining 50% paid
upon completion. ...,#'
%=

..k-.,+.S
m-L
.-. ...-.
/J--I;. - C/ - - .- . -_..
lanetbi. Baker, Principal Date
Lead Team Consultants .. .- d _I, .. .-._

-.*
.- >.,a [ o * p ~ ~ l
Date
District I11 Area Agency on Aging
Y I ~C
~oJrrmst
I
N o y a l h 5.2804
- - -
**
l"his~en~isamm3htnbshmotbt
Moptans Bmduttenr h m i a t i o n ( M W

undu tbe &&a= of tbe MBA'r


Nun- SwahhguQnnauncmeat Program WC3.4)
- .- I . -

to Mmtaua d o and tb1eGiun sntidnb to be

a ktter from the MBA mqussdng minimum

s t n ~ n ~darer. c i ~
t b nwbcr
~ d rpoe run per avtlon I.
the spcdficd pailod cd h e

specified period of tha'taraprige


- .
"Advocates in Medlun Sa-p a& :!U
I
-
- -

,.

_ S. -
videatriper to be close capClaaod

-Make a payrntnt of $6,900 to rbc Monma Broadcastcre &aochtion prior to air-date. '

Dam
m i d b a t / CEO, h4BA thg i0 Medicare Saving6
A~VOCO
I '
Purchase Order

Insurance Degartment
OKLAHOMA INSU NCE DEPARTMEW
-2401 NW 23RD STREET, STE 28 -
OKLAHOMA CITY OK 73107
O W O M A I H S U W DEPARWEW
2401 NW 2#b STREET, STE 28
Vendor; 000007?347 OKLAWOMC~ CITYOK nl 07
CLEAR CHWNEL NEWDRICS
OK NEWs NETWORK
PO BOX 1DO0 BIBTo: O l U H O W I H S W C E DEPA~MEKT
OKVIHOMA CITY OK 73101-10(K1 *
2401 W 25RD SlREET, STE 28
o w w MTY OK mu7

M p, mime7 -- -
Dsscrl QuootmUOM Em- Innrkicmbe@m 1
1- 1 091574 - m m - e o r n s l w d d ~rpduabn
- L
.-

,- i
- - ~ , Q O O . O O 00/06/20Dd -

Total PO Am- 0,000. oq


COMMENTS:
In aecodmm wtth ~ u o l a t b nsubmlma qn k n e 24 2004. Indudma hwlopmmt d
" \?
9 - 7
REQUEST FOR EXTRA-ORDINARYEXPENDITURE

DATE OF REQUEST: 6-28-04

-
ITEM REQUESTED (Education, Special Supplies, Books, etc.):

Advertising on Oklahoma Ncws N m r k

ESTIMATED COST: ...

JuSTIFICATlON FOR

Fulfills pan of programming goal of raising awareness of


MedicadMedicaid h u d
,.I ,+. /w
SUGGESTEDVENDOI.. ,en + +.
~",k:.OklabomaNews P l e d . (ONNp v i d e s aceess t6 about 40
ma1 stations thmugh one vkdor.)
--

REQUESTED BY:
-..
'r-4%
- D& i+h
irector Name, Division Name
-mlr. -- -

.& = -- --

!
Snbmit completed form ta Comptroller. Attnch nay pertbent literature - I
...
.
-
-
-. .. ...... .
..~..- .
/--
......
~

.-

ADEQUATE BUDGET FLWDS?

.. .:'7:'...* :-

.......

APPROVED BY:

Comments:
I
I Purchase Order

Insurance Pe artment
B
OKlAHOMA INSU N E DEPARTMENT
2401 NW 23RD STRE& STE 28 --
OKLAHOMA CITY OK 73'107
OKL*C~W INSURANLEuepARTHeCT
#cl NW 2ZRD SlREEr. STE 28
Vertdw: DDOOXJ1312 OKUHOMA cm
OK nlo?
Cm~uNllYNEWSPAPER HOLDING MC 08A
PRYOR DAILY TIMES
PO eox soa ~m YO: OKLAHOMA INSURANCED E P ~
2401 MrY 2-
PRYOR OK 743- .. m H O M 4
STREET. STE
Cm OK Dl07
.. .. --- -.
l h s L.mspl7 Y - .
-' Tax Dl-: 73501'1387 .-
Ct .
- @a!!- ~ d ~ - o U 8 p .] k
~~

Dl;bch M U D~crlpt)a QUadtYuah ..


1- 1 OBISM .. -ni~tn~lpubrlc ~ I G W U i 7 ",I - S r 3 # . s 0 .OS/JO/ZPD4
- x - --..
.. . .

Advertising In rum1 delty nempamtor SUMMI? pmgram


Purchase Order

... --

m u m CITY
~ ~OK niot
HOLOING 1HC DBA
Wl 'h OiUHOMAINSURAWE -m
m,
a a 1 Nw25RO STEZa
O#AHOMImmmot
*.

. . . - ...
%.

Mwdsing h waI dnlb naseapcs for SUMMIT p ~ ~ n m


,
.... REQUEST FOR EXfRA-ORDINARYEWENDITURE

DATEOFREQUEST: 6-21-04

ITEM REQUESTED (Education, ~pcridSupplies, Book, etc,):


--

Advertising in ma1 daily newspapers for SUMTcaT program

- ESTIMATED COST:
;-.~---
.
. . .
- -*
.- -A

...

JUSTIF'XCATION FOR REQUEST:


..
. -
-
.

. . . . .
$6292.80

...s..
-
_.-.-
.-.
...

--

.. ---
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.- .
..
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...

To raise a m m s s of Medicare hiud, waste st abuse and ..

awarcnesi ofthe SUMMIT program.

SUGGESTED VENDOR:
'' Ganmunia, Newspaps Holding, Lnc.
- - Daily Times)
(Thruugh Pyar .-

,,.+..A -. -f-&bi.% S-~IT- -. .


REQUESTED BY:
Director Name, Division Name .-
- / -

.-
..

--..
_-.
_<-. _ - Sobrait
- ,.
cornpletkd f o m to Comptroller. Attach rmy pcrtilremt
.-.
Jikroture. -:
.-., .* .- ..

i
. . ......... -.! .-
4
-. .. --
I

ADEQUATE BUDGET

-
.- ..

APPROVED BY:

Comments: Working through C'NM gives access to a number of nrral papers at a discount
State Department of Insurance
CNHl Oklahoma Statswide Buy

Pm~rb. Inches PC! Each Frequency Total

TOTAL

Blll To: Oklahoma k u m n u Dcprrtmcnt


2401 NW 2 3 d Street, Sultc 28

'NOTE: Ads need to tun during the month d August. 2x9 per wade.
MUST HAVE TEAR SHEEtS -. ....;-
.:,,-$..+,I.

R-^-TVED TIME FEB.17. 12:WP


FEB. 17.2885 5:5W

Date Februaw 20 ;Cod


THE )- A COMPANIES New/kenewei NEW
Poster or Poster Paper Contract

LamarlD No. 037 535427

6FJn~ngE M E a r ~La--' .
a -
- cmbsar.: C.110):

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-:
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1

1 I I I I ..

M K Code 1 POW paper . .. Price per Pasrer ITODI


Har~+msn lmmc 1x91 I
l ~Coclrcvlflc
l p o ~ c p m - p t e vby

& % a l a e r a u h ~ r o mnb hstr~clsIhr Lama Ccmpnnbr b o+hy in a eooj a d rortmanlke manna. and lo mbintnm tnr h a kans celfnm
Pam. :-UOU ad.mirmg d i r p h p 8esPLbct SbGW ar en f i b s m c r 4 bar In m&rw8m WVwrcd. rawodwr b oay f h c Lamar
Canpjn1e-sall w , u a a smarocw!Sln pJ PO) dsys ehsr Ihu anted bil~ng.UmftIror a h o r k n g c r m a 18 be bound by the term rhd
emijl(ionq+nind on .I, h a s wps d'Xk
.a.
.-
T ~ udem)gnep
c rwmenedve or agent ot&&~?lr heroby TL. lo ' h e b m a r ~ . p a n k sha1M h r [r me Etmh
,
~ i k i ma
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d . .--
-. .,.,-.-. .- -Wvemrnand u amo*aa @.OS~MP thh vmrssr cn Don%rorAeJcnha. ..

65 Clbr
9nlc: -.
a:
64n.d By:
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TYPE OR PRIG NAMES 0- SltHANUEz
RMSEO
w
I
P.O. Bar 1160
BbunMlln M 37817 1156 THE COMPANIES
423-321-5219
423 423-5542 FAX Poster or Poster Paper Contract
&

Lamar I D NO, 148 535013


CUYO~N Umr f umbcMnC Ee*elo~rnenlDIPMI Aouewr umc

Svtct Adarea. 7225 ScvVI M m r &venue CUU NC R h d k a a t LO


Wrng ~d8rav
tky. Cmkwille Slalr: LQ.
31506
- Mlpn Mealcan Fnuu

1mmL
P h m 03\&74111
-.. 7m. 1 hlrn Skft Dau Feb 2s ZGOI

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FBI: bnmcl P w n U N d l e G u jy

-
Eman bauysuad arS
- - - ,
---
..--.. - --
I- B1111rrgSun Dale uwn ~ r n ~ l e h o n
tHlS I M W A T I O N FOR OFFICE USE ONLY

Blllinp End Data


-

O m u Monblb 6M1ng.

Procue, G a w ;
-. Y.
- C a r n m s a ~ ~o.ooa% ~anrnt
NaO tonma No.
Splh BIRlng

nceaunt he C d-e MCDS513 - Oepl: W. J

,
.
. Feb Mar Apr krry kn Jul k r g Sep Osl Nov DeE CalPerManB
-A

Mvcrdsar auhcrins am Insmas me Lsmaf t o r n ~ n to


--
b diwby h a @on0 workmafilb manner, and b mainteh br me l&mrpt forth
._----- -
- 9=i. ouldobj absrdoing dls~laysd a r n b e d abom or on ma emcked Rrl. In coM&maban momof. Adwrtlsrr agrees to p r y The L e m u
Companior ad wnmc arnounls rdhln m~rry(30)arysdfler(he dare c( t~llrng.AUwnrser fiemwe-es and agrees 10 M Dowd by Lhe wnns and
cona~lbnrcantamed on all Vlree pages Of this UmvPd
i
thr vndenlgmd mprcsenulve or agent ot AdvPnlsw M y ~ 1 4 n I . slo Ttm Lamar C~rrrpnasthat helshe IS the th me
Advefiwr ana LS euth~mcdb e w b ? VIIs ~~n(llla
on ~enalfofA b M W r !

ACCOUNT EXECUTNE W l c h r ~ D
l emn
--
C ~ p n h yLVW-T~GUW
: -
this mnrrad Is NOT BINDING UNTIL ACCEPTED by fie Gmnsral Manager of
ICtMED: WE ~ ~ lemvPrrres
r a ~
DATE! W:
GENERAL WHAGER

The m c y mpmennnplhki Aavsmurr In Plb mmdeumm9 IM~ Ws3O M


m t fora dlsdossd p-I. DM here& erp-agrag m tm tiebb?
n
plnity on4 rere& and mQc r t c Awsn!sef far me lull and fa~mtdlfXrlDWMn=? 01 /Ld*mmrr o a l ~ n l a n rh e r e m . A p W q raivrr n o w OrdetilUlI
a u I a D n J 4 n a t o a U ~ w d ~

Dale; YJlnOPddrrP*:
Lmar-Nssnvtllo
P.O. Box 70157
Narnvllte TN 37207
615-228-IS00
615-228-sga7 FAT
a
cy-)
THC coM FANzEs
Poster or Poster Paper Contract
DareNov/Renewal
F c b ~ lo NEW
a ~2004

Lamar ID No. 030 535010


Uslbrner Nmme Uwt Curnofnana b v e b t m n Dklm
~ M w e r amr

Street Aaerers: 1x5South Y m k A~ v o w C a NC1' NaruLocvt LO


Mafinp M a r e s : h e n M o t e :faun
CI$. CmWlle Sure t i p JaSDB_ ~mpmn
.. : Monlhb

-
P m a 93141~111 i2iT,,
Sun Dau Fct ZSZDD1
Fu. Conlac! P m LeNUls GMSW
-
-
-
-
.
Emall Eoamr&aa.org- - --- - .. --
- -- .-
THIS INFORM~TIONFOR OFFICE USE ONLY

Billing Sun narc:


Gmrr Monthly 81h10p
Produn Coda;
u w n mrr;~kbon
:
,:v, -
. ..

Commru~ar. 0.OOOYc
anllng Enq me.
Polibcak

NatI CPnmd No.


-
Splil B~lllng:

cwp:
-
-

6 ~ U U C X STho ~ a & tcrn6nies to d b p h m a ~cadand wbhmnfie rnarrncr, and IDmahtaln for me e r n a ~ (om
- Aiiu'eibnar a ~ & ~ ( 1 1 8and !
above. ouldoaredvenblng drsplys a c v l b e d amm or on me enrchW 6 1 In ccyrsmwramn OIamS,AOVtR18er mgr- 10pay The Lamar
Ccm~anles811 unlractsmounL w ~ v l l nthrb (80) days ohar Ihe dale or tlllrnp Adwerueer a u n b l t b g e s an8 agrms lo be bocrnd by the l a m s and
cond~lomconlainea on all three mgcs o l lhh :,nYpa.
The undmlgned represlnlative or agent of A d v c f h ? hereby erron& lo The Lamar ComDenms Lha~hchtm is me O f h0
Aauefioer and Is a.s!ha!izoa rrr eaewls rhls unma on k h a n of A a v e w r .
- *

This wntma is NOT BlNDlNG.!JKTli ACCEPTED by b e ttmnl Menagcr Of a Lamar Outdocr APvenistng Company,
ACCEPTED: me
WAR COMPANIES

Tha agency r e p b p Uik A & e b In rnn mmn -a 6-bmnylu ab M remt tw a aed- p-I, M nnnaPl erp-agm R) ba liable
wl ~ hlll end 3Chhrl pr(nnnance of A d * s W 3 sclga* nereundar. AQenqwive n o t e cfOdauk
o;nr)r pnd severalty and h wliw rrn ~ a v a f l i lt
edmmmnmaancnDbmdpa).nsnt
Lamar I D No. 245 3860
fuslomw
..-
Nrme: Ucmr C m r s n a n d D ~ r c i o c m ~ DIWI
n\
- - PCvenASer Slme
SVcechdOress' ? 2 i S bulb WWAvenue ca: N C ) : n n r k w : LO
Ltarhnp ~ oress O a i ~ n .MeClare Fnud
~ r y :C a r c d c Stale: =ZIP: 38606 I;;rpenc
Phme: 9 3 1 4 2 4 11 : T~rm:1 Mon~hr

-I
S e n Data: Fat 25 zncu
Fn; ConwP m LsHcllr GMow
-
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E&r. a d ~ y @ ~ G d . o r &
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in16 I H F O ~ ~ O
FOR
H OFFICE USE OHL*
1
Prmua W e : ;. I
kan Cenme: Na.

cscp:
d

1
;i stc6.0~at paper
-"- 1.- * Y ;

stands of DaDer

s arlrucb The Lamar Cvmpb6hs tc dbpW rn a goal and woftrnanhke mmner, and lo ma~mlnkr !he e m eat r#m
- o g m e r a u ~ o r k e and
above, aommr aarerbshg daptays dawibea above or on mr lmched Ilsl. In n n s ~ d o n d o rm, a d A o v m s c r agreer m pay The Larrpr
Compaqles ;il contract amounts wtlh~nInor&(35) days aner [ha Jrle D: Otllm'tg. AOvcm~?fecknwleeges and agrees 10 bc bound by VIt \emu an0
mndllrons mnrPtnhJ en a11 three pqa o f I h u cnnusa

Thc undedgne4 rupresentsuwaor ageni 01 Ad*edwr honby w a m n w tome u m r r Companlcs ? ~ he/she


t IS rhe 01UM
Muemear and 6 amhoru.ed to examte mk Canmcl on khsff of AdverLkr.
m AOVEAnSEFi
P

~cccum
~ U T ~ . k ~ e r
E C U Mmael oarr A nf
CWPAIJY. L a m r ~ k a u ~ l l e

Ru m g e r r r m p w n d q mb k v w In hb umma a m thlr M en agent f ~ ardbchseO Mnapal, hn new em- apres rp b b b b


p r n y anP sevmly md in sclldo wh Advan~aertor the tdll and (shnhrl prrofmancP of hweRlserr abllgmbns h.rrundu. Agwry w a r n ~ h c ofa debut!
*da n e ID 1 am&nb ~t p q m L
bnurJac)uon TN
P.O.Bar 546 V
JackPn lN 38901 THE
nldz~.o42s
731427-7387 FAX Poster or Poster Paper Contract

Lamar ID No, 147 53501 1


Gus- Name, U c a f krnberlana C c v e b p m c n l 0 1 ~ &*etuer ume
Street Mdms. 7225 brm V4llor Avenue Cua &C # NaIWooI,
Malllng Mdren Cmyn Medlun Fwd
CIF bkwlll* S ~ QL a p 58% Impdnc
Phm. R3142411t
..- Tern. 1 hrronrtu nanDIM Fec 25 2Dlr

Slan Paw umn m?lellon


8111~9 Bllllnp End Pare:
C ~ M m h t BIIIIW:
y I
Y'
l
*
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- Ccrnq~ss~on~
0 000% Pcl~oal: SpHI Edhng:
P d u a cat, N a l Conma No.

-
NO. of
Ma*t 2~ Pram
Reg. 111
Jar7 Mac Acr Mtl ~ u n Jd Aug Sep Oa Now Dee toel Per Monh

Jockson
Rill
1
1
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f?
- . .- -r

-
I I

t 1 A --
A
Hkt, Cade Poster Paper i ~ n c ePar Pocter Tom1
paDer prov~dedby Lamar- -Cookevllle
-
!

-&sk~ulknkesend Insouor Tho LI& CO-I& la dkphy in a Qood m d va~WWllkemanner. a d Io rnelntain b r mc mms sat krlh
Lamar
sbovr. outdmr a0ve&lng dkpayc d w n b r d a b o w ~ on me an&had IKI. tn conweram hweof. Abrerdscr agren to y
Comornks f l sonlncl arn~ununmin (30)days abfyr Lnt date Ofbllling Mnnbcfr m w k o g e s and a p r e u to be k n a Ey the turn and
aMdllrPna mnutned OII all three psger of Ibis m n v o a I

7hs uneerslgned rspreenkhirr or agent of Advenkcr hsrPby warmnls 10 me Lamar Camgsnlcs \hat helshc 1s UI. olihe
Amflsbr and is a~nhonedlo eiewle thls conMn on behalf ct A d v e n k r .

This mnmct is NOT BINDING U W I L ACCEPTED by me G n d Manager of r Lamar Ouhm A ~ v r Company.


m
ACCEPTED: THE W R COMPANIES

h~ c n r qc p m n b g d~b10- in plb sa- UCUII~Y Lhb wRnd 83 rn sgml b r r 8 I x h d LnnOe*. Rn kcrery wrtbsl, a g m tom W Y
=Ida mh Awenhqr lot the full am L ~ ~ p
aintly en0 rerrrralry on8 m I ~h
J I~ i m
a( AaMcnbMs abtrgrkns hemurdu. fW%r w b a a d m ? of oshuR
and cm@mm arl m r o P n a d palnmnL

.amel: L
Sheet A d a w

Dale: rryrpwdepr:
-- ---. ~ Y I V ~ -
t AprO4 - $3,21 ,
ru I W
wmhfrl May04 \

SPE$TLIG H 'I( Advertisling ~&ee&ent


. _. . - &naq
(- Jut04
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Gtosa T61a mP
Dalr 3K!t2004 81ll)hd A ~ s # - - Peokag6 811 I 04 -
Uppal hrnbartaad 0ev. Dlstdtt d lane11C5pdley
Upper C~6adrg1'1d0evel0pfn4nt &~Ic? .p6.iey N.( $084QO
Sap 04 ,,
Aomdv 11 b ~snnis~ee S~hlgrMedikr~addP& nepplrnl M~ Opt 04 . .a??
d
Rep Fltrrl 1229 kditb Vylrlaw Avenue
, t0l@swti ' NWQ4 w
nrghl $art 3pli512004 FUdM Stop 4.!~112004 Caakbvllle fN38409

Karen Blah Z
palwe CMI
14-enM
\ 'I om t14
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Acaoud Eitecui(ue cob 05 2
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N
aml

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p c - 1 ~li7aolri mmagr.
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2 . , ' 1 3/17&llqP. 3t2lRKM .

3 ~VLO I mtnoG : m1Roo4

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aAE aCli6nl a Co-op
'I
10:53:12 AM ~sna~.emenl Traffica
h
1521034510300
Cable Tele\ sion
. @drncastl '
'
Advertising Agreement
r~
r*
D a b 3/4/2004 \ BllllngAddreas Package Bql 0
\ LaNelle Godsey Mrcounted Total
m Adverflaor Upper Cun~borlandDev. District P
a Agaucy
Upper'Cumbarland bevelopmenl Dislricl Agency Nel $1!320.00
rC Tamersee Ssniar dedcar ~arlra)proj. Firm
Rep Firm fi 1225 South W ' k w Avenue -._- .*---- --
aa F ~ SMI J ~ 5/17/2004 ~frghtslop ~11312004 .
Cookeville TN 385M
.

Category Karen Brown


fit,,., Weeks 4 ! Account fielcutive --
--
May 05
-21 -

Conlmd Unk tlurnhr 1 of 2 Shrl @ale 017l2004 Slup Dap 6llJROM Ulmmunl X
In Camcaat Z u n e s r v

Conlred Llnh Number 1 of 1 S b n Dam W17fZ004, Stop Dale g1131100Q Msco~lnl)b

~orapur)~yll.rrIDVImr-ul~~aborr~rdmmia~
II~IXrnUr)snm.

by Advertiser or Age

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319~3:
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NO. 377 O...Z 82
-
-----
- WED
. TTWT FEB. 16, 9::-
OR POSTER ADVERTlSING

P.O. m I P.O. Ir 1 --
~ T S I PR R O ~ I PRODUCTNAME (NO Free Ride
11
I I

Marlrat M a d I Locntlan ORP N a Of Term h Pwtlno


~mpreais~mII
'
PA
Reg.
k w
P.fi-'t
~ ~ l ~ n
Pmrtod
bwl
7
1 f

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I

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-

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wee- Gross Space Amount S
-I --

d Additional Charges- Mency Cammisslon ] 1S - 111ln 'ii


c o n t a d L--tions-and poHYn~dates -
Net Space Amount I$ -
11
- ---
a

and em mt fie U t s e M n oYUear produc(l0n Charges plm 1


are n u guam bd o NET AMOUNT I$
by a mmmdal $d my

[ Produel I C I ~ Number.
S PUBLIC SERVICE i Market Type: I Gm6uL
I
I I

--IVED T I E F-3.16.
!
9:33F1R
82m;s3275J:
6$:63q?3B6w
7s7 2951
r 214 cu NO.37 P.25 95

l
a

P a p 4 of2

April n,2004
I
CONTRACT FOR OUTDOOR POSTER ADVERTISING

11 I Business Bureau
)~eter I -

DRESS u 11333 West Loop South, Sulte 1201 1

PHONE I 719441-6192 -
P.O. t P.D. s -- -
-
.~ v R T RS I PROD
-
PRODUCT NAME. Be Medicare Smart
. ~ a r t u Name
t ,but~on
-
CUP N a OII Twm k PWU~@ Rab P u Conbrct
lrnprnselon Polbra kaok hhr c#ek Tobl
Lavrl Porbda Porlod .
Wharton County'
1
.
I.

.
,
. ansnoo4. s
~atagordaCourv 6/28R004 S ,? i.'i
Braror3e County ;?!\ : '! 612812004 S .. ,I
North Mon~ornay County 'I 5
,,
\; ' 6RBRW4 , 5 I

e . . - _

abr7ity and ere el the discretion of c/eet


Chsnnol Outdoor. Service laceirons are not goatante@ a

Contract No. Flle Name


ArE (sJName I No. Selling Branch Address
i
New 9 West Loop Nanh
ouston, Texas 7?055 -

I Pra6ua I c l a d Yumber. PUBLIC SERVICE Market Type: GMeuL


I
1 CONTRACT FOR' OUTDOOR POSTER ADVERTISING

- 7
W E I W E Bettbr Buslnesr Bureau
mfiES6 1333 West Loop South, SutU 1201
n %

C~ISTA~UZIP Houston, Texas no27 4

Ms. M a y Sorrthwlck

?13-341-6185
-.-- I& -
rr ~713.34116192
-- -
_-,>. - ,.

PRODUGT NAME NO Free R)de .- -

term In PmUn# Umb P.r contrrel


ImprrrrJon Posbr4 u Dabs 4 u J 7-1
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John Evans Company Is Incorporated Federd I
0 87-0275637
-- - "3TTVE mar?. 3 ,
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I, T H I CONTRA~T
~ IS A R A ~ E DORDER PAGE OF PAQES
AWARD / CONTRACT UN ER O P M t19 CPPI 3801
I 125
E c o ~ t (-0.r Inst, rdcnrl NO. a. E F F ~ ~ I VOATE
E 4. R E O U L S ~ O N I PURW AEQUEST PROJECT NO.
g6 282-98-0016 01/15/98 030410 s

5 , ISSUED BY CODE 1 u. A O M I ~ E M D BY I I 0~ t h I~&~ rrm 3 lcDDE] -

suppon Cmru - -
D-fRO$am
Division o Acquislnon Mlaag~cnt,AOS
General A u.uoasBmch
OMB No- 09904109
~oam 5-18, ParMan Buildin
5600 Fish= h e . RoCENdle. b 20857 1I I
DUPLICATE ORIGINAL-
7. NAMEAND ADDRESSOF CDNTRACTDRINO.. ~ l r r cih.
r ~ Fbunrv. srrm 8ndDP C D ~ ~ L I B. PIXIVERY
The tewin Group, Inoorporatcd N&OBORJGIN ~ I H E R(see w o~,
9302 b Highw - Suitc 500
FJ
-A mYi-I~U a. DISCOUNT FOR r n m p t PAYMENT
- -
-- TIN: NIA
I

'i
i - - - -- . -- - -
DUNS: I ' 1 :7 . . 14SUBMCT-INvOlCCS ITEM

CODE ( FACILITY CODE SOCG.1.d.


11. SHIP TO, MARK FOR CODE 1 12. PAYMENT WILL BE MADE W CODE

'13ALJ'niORTTY F O I USING O'WER THAN FULL AND OPE


COMPi3ITION: NL 14. ACCOuNl7NG AND APPROPRIATION DATA

-
Nor applicable per individual mk ordm

I I I I I
I
I 1 5 ~m
. a AMOUNT OF C O ~ A C TF I-$ 0.00
16, OF CONTENTS
SEC. 1 DESCRIPTION &GB(S) L~D]SEC. I bESCRlWlON ; ) PAGEISI
PART 1 THE SCHEDULE -
PART I\ CONTRACT CU~SES
X A SOLICITATION I CONTRACT FORM 1 X1 I . ( COW CUUSES I 1 20-25
' X 6 SUPPLIES OR Sf RVICSS 81 PRICES ICOSTS -- 2-5 PART111- LIST OF DOCUMENTS. .EXHIBIT$ ANQ OTHU ATTACH -
6-9 1 J I L I S I OF AlTACWMSNTS : 1 NIA
N /A PART W - REPRESEKTATNES AND:INSTRUCTIOIJS
X E INSPECTION AND ACC&!TANCE 10 REPREGENTATIVES. CGRTIFICPTIONS AND
A
OTHER STATEMEhhS OF OPPEROF NIA .
X F DILNef11ES OR PERFORMANCE 11
X G CQNTRACr ADMU~(NI~~W\TION
04TA 12-17 I. WSTRS, CONDS, t NOTIC66 TO OFFEROR5 N/A ,
X w SPEC~ALCQMRACT REQUIPUMENTS 18-19 M U V A ~ U A T I OFACTORS
~~~ FOR AWAUO N/A -
- C O f l M CT/NG OFFICER WILL COMPLEE ITEM 7 7 OR 7 8 AS APPLICCIBLE I
17. mnrrcrrw Is m u M
CONlP&CTOR'S NECOTIAT~D_~~~P(C~MZM 1 18. AWARD I b n ~ a c ~ o rnot
i s m g u M ro s,gn chk documsnt.1 YDM
allar en 5alklorInn Mmba
Wubog (he nadidon9 a U l o ~ e dm8dc by p u whlph #ddrl~nsI J ~ hang=
are err IW h MI abm. to tho I
A M w my c~n~rrurlion
Oarcpld
&2?Pt, 1 m UStW immo
~ J Savaw C M ~ ~ I ~ ~ D I C Drhc coniraac
s o l l z l ~ r ~ s n wd your 0M.W. yld fbl lhlr mnam/cawme+ No lvlhsr
CLM-~ dom\onl nmuatr.

lga, Nap& AND TITLE OF SiGkER VYVC 0 r M V 1 20An NAME OF CONTRACTHG OFICGR
282-98-0016
Page 1 of 25
282-98-001 6
Page 2 of 25

SECTION B - SUPPLIES OR SERVICES AND PRICESICOSTS

This is an Indefinite Deliveryllnd-efinite Quantity Task Order contract that will be used to
provide services to client agencies-of the Program Support Center. The Contractor will be
reimbursed on a cost reimbursement basis as consideration for the satisfactory
-
performance of the work specified by each individual task order. Individual task orders shall
not exceed two (2) years in duration or exceed one million dollars in total costs. Task
orders may be fully funded or incrementally funded.

The Government guarantees thal each Contractor will be awarded one (1) task order during
- - the contract period of performance (including contract options s h o ~ ~they
l d be exercised).
-
The total cost of all task orders during each contract year shall'not exceed t& 6 l l i o n --
dollars per specific task order category (if applicable).

The Contractor shall not exceed the maximum hourly direct labor rates for each category
listed below:

Base Year

Labor ~ a t e q o $ ~ e i l i n g Maximum Hourlv Rate

Class IA
.'*-. - .,. - . -. .. 1.

Class IB - Senior

Class Il - Associate

Class Ill - Intermediate


- - _- Class I V - Junior

Class V - Editorial

Class VI - Clerical
SECTION B 282-98-00 16
Page 3 of 25
Option Year 1

Labor Cateqorv Ceiling - - Maximum Hourly Rate

Class IA

Class IB - Senior

Class
-
Il - Associate
- - --
dB- -- - -- Class Ill - Intermediate
. - *

Class IV - Junior

Class V - Editorial

Class VI - Clerical

Option Year 2 is .
\ -.

Labor Cateqorv Ceilinq - Maximum Hourlv Rate

Class IA -.,-.+..,.. ... .,. -.. ... . . - -

Class IB - Senior . .-
- "..--

Class Il - Associate

- - --
Class Ill - Intermediate

Class IV - Junior
-- by
- -
I
-

Class V - Editorial i
Class VI - Clerical
!
.-. i
SECTION B 282-98-001 6
Page 4 of 25
Option Year 3

Labor Cateqory Ceiling - Maximum Hourly Rate

Class IA

Class IB - Senior

Class Il - Associate
- -
-Ibt - -- Class Ill - Intermediate

Class IV - Junior

Class V - Editorial

Class VI - Clerical

, ..
Option Year 4 %% -

Labor Categorv Ceilirlq Maximum Hourly Rate


',-. ., -. . - -. :
, --.
Class IA

Class IB - Senior

Class Il - Associate
-. - . -- .- -.
Class III -- Intermediate
.- . .. .
<
.-

Class IV - Junior

Class V - Editorial
. .- - .
Class VI - Clerical
SECTION B 282-98-0016
Page 5 of 25

Type of RateProvisional Rate (%) C e i l i n ~Rate (%)* Base on which the rates
are applied

Fringe -. - - Direct labor

Overhead - - - Direct labor plus


fringe benefit costs

- - -
G U - -
--
A - -
-
-
-.
Direct labor plus
fringe plus , - -
Subcontractor G&A " - - - Subcontractor costs
** NOTE: The proposed provisional rate exceeds the subject contract ceiling
for that particular rate. Therefore, the rate was capped at the
contract ceilina rat0
. .
Fixed Fee (%I* \'a- . I .I
-
I '
Fixed Fee (Subcontracts)*
.,,-. +..,. - . -. .., -, ..
* The indirect ceiling rates, fixed fee and fixed fee (subcontracts) shall be
applicable throughout the life of the contract. The fixed fee ceilings -also
, _ apply
__ to A

any subcontracts that may be negotiated on a per task order basis. 1

The above maximiim hourly labor rates shall not be exceeded for any reasdn or under
I ..
any circumstance.
- - - . . ..
.. - - .-
. - - ..
- . -
- i
-- . -.
.. . -.

The number of hours for each labor categov-listed above as well as other direct costs
and travel costs shall be negotiated on a per task order basis. I
I
..
282-98-0016
Page 6 of 25

SECTION C - DESCRIPTION /SPECIFICATIONSNVORK STATEMENT 1

1. Purpose

This is an Indefinite Deliveryllndefinite Quantity Task Order contract 'which sets


forth the conditions and clauses under which future procurements between 'the

- . ~. .
-
.
- --
. -.
shall be governed. This cohtract will be used as a means of providing
. service to-the customers, Q.e. client agencies) of the Program Support Centw in

an effort to help them ac-h-ievetheir individual


manner. . . . -.
. . agency
. missions in a t.imely-
-.--. - . ...
.- - -

- -
.-

-.-..
, .

The Program Support Center (PSC) is a fee for service organization that
performs various administrative, financial and logistical services for client
agencies of the Department of Health and Human Services as well as on behalf
of various other Federal agencies and the District of Columbia.

2. Task Order Requirements -


.J .
i-
The Contractor shall furnish all of the necessary personnel, materials, services,
and facilities incident to theperformance of the work as stated in each individual
task order that may,
.. . -. be issued under this contract:
.,,-.-..A,.
. . . . , -.

Individual task orders shall not exceed one million dollars or extend for a period
-
longer than two (2) ye8rs. All task oiclers will be awarded ori a-cost -
'-

reimbursement basis. The.Contracting Officer may waive the dollar limit and the
period of performance ceilings for individual task orders. Deviations ;from the
...
dollar limitation and the period of performance ceilings shall be detekined solely
-~ -.. by the Government on a case-by case ba-sis. Under no circumstances
. . . .. -- -should a
-. .
.- - .-

Contractor presume that the Contracting Officer will waive the ceilings set forth-
above. Additionally, the maximum hourly rates for the labor categoribs specified . ..

in Section B shall not be exceeded for any reason or under anv circu'mstances.
See Section H . l for task order procedures.
!
3. . - Services to be Provided i
-.. ,
The following types of services are contemplated under this contract. The
Contracting Officer will determine whether or not a client agency's requirement is
appropriate for award under this contract. The Contracting Officer's
determination shall be final and not subject to protest by other paities.

a. Policv Assessments
SECTION C 282-98-001 6
Page 7 of 25
These studies require analyses of major policy issues receiving active
consideration by key Government officials. The policy-oriented
information produced by these assessments contributes directly to internal
debate on budgetary, legislative and program modification decisions,
provides background analysis and support for major Administration
initiatives and, occasionally, produces the information base for
Congressionally-mandated reports.

Policy assessments are focused somewhat broadly and prospectively on


. - -emerging issues ard changing policy directions. Because timel~nessof
-- information is critical to policy assessments, the-se studies typjcallyjequ~ce
special review, abstraction and analysis of current information and existing
data bases. The major policy issue may be divided into sets of study
questions to be analyzed in a focused and limited fashion throughout
subsequent tasks. Analyses may often be iterative, as less fru~tfulstudy
areas and data sources are eliminated from subsequent analysis.
Systematic and in-depth literature reviews may be requ~red.

Typical products may include issue and discussion papers, papers


sumnianii.ng the state of knowledge or describing the current practice on
particular topics; reports summarizing relevant findings and information
while identifyingcurrent knowledge gaps; and formal briefings for high
level.p.~licy..officials. . .

b. Proqram Assessments --
These studies focus more narrowly on current programs in an effort to
define issues or problems. These studies may be distinctly more
management and impact oriented. The intended uses of program
assessments are similar to policy assessments and may in-clu-de- _ -
budgetary and legislative decisions as well as program modification or
redesign. Program assessments may identify "best practices" in a
number of program sites, produce preliminary data on efficiency and
effectiveness (impact) and recommend options for program change or
subsequent evaluation.
-
Program assessments typically involve analysis of existing data or may
involve limited data collection from fewer than ten individuals or programs
but may involve data collection on a more extensive basis. Telephone
contacts may be used to collect information from project sites or from
individuals knowledgeable about the program. Site visits may be used to
obtain information on program performance, to corroborate or correct
inforniation from other sources and to determine the feasib~lityof
proposed measures and comparisons.
SECTION C : 282-98-001 6
Page 8 of 25
c. Evaluation Design Studies

These studies propose technical designs (measurements and'


comparisons) to be used in evaluating a program and tests those designs
by collecting data on the program's performance. This information is used
by program managers and policymakers to select a design for full-scale
evaluation if further program performance information is needed.

Evaluation studies may reqiire that Contractors identify and apply the
-
-appropriate evaluation methodologies and research designs for various
-b - - - purposes at the local, regional and national !evels, construct-and figld _ .
testlvalidate a survey instrument, compile written survey p ~ o t o c o ltrain
s~
.-
interviewers as necessary, prepare OMB clearance packages for
submittal, perform extensive survey related tasks and perform the
appropriate survey follow up, analyze raw data for significance and
develop a final report of results and recommendations. Additionally, these
studies may require the abil~tyto access databases from appropriate
sources, construct databases, convene an Expert Panel andlor a Federal
-
Advisory panel as required.
\a-

d. Technical AssistancelExpertise

Te-chmcal assistance may be provided in many different forms depending . . -


on the particular requirements of a given program office. Generally, the
Contractor shall provide or maintain a network of professional- consultants
,. . .- _
andlor identify 'appropriately qualified experts to provide services on a
relatively rapid basis to val-ious programareas as specified by each
individual task order.
I .-.
-. _ __ . .. . I -
Types of assistance that may be required include techn.ical assktanceJo
(program or agency) grantees in the areas of organization, administration,
evaluation and clinical activities. Government agencies or enfities may .-

require technical expertise in the areas of planning activities, ~valuations,


speeches, reports and policy papers, etc. Individual task orders may
require either or a combination of both types of assistance. d ~ No ~ ~ :
Automatic Data Processing (ADP) type technical assistance is
contemplated under this contract. ... .
282-98-0016
Page 9 of 25

Specifically, technical assistance to grantees may include, butare not


limited to, the following:

1. Assessing and assisting in program areas of individual grant


programs;
2. Developing or improving internal management systems;
3. Developing, installing or improving financial systems and basic
accounting methods 2nd financial records;
- ..
- . -4, .. -Interpreting audit reports, correcting deficiencies and complying
-- withappropriate program regulations; -and
. ..
. .- - . - ..

5. Installing-or improving project specific quaLty a s s ~ r a n ~ s ~ s t e m s . --


..
... - ..

Technical expertise to agencies may include, but are not limited to, the
following:

I. Administrative and management support evaluation;


2. Implementation and planning of program reimbursement
mechanisms;
3. 'Development of policy papers;
4. Strategic planning and
5. Conducting technical reviews, research and analysis.
282-98-001 6
Page 10 of 25
SECTION E - INSPEC-TION AND ACCEPTANCE

1. Inspection and Acceptance

The Contractor's performance and the quality of services provided hereunder


shall be subject to final inspection and acceptance by the PSC Contracting
.
Officer in conjunction with the Task Order Officer.

a
. . ..
--2. -52,252-2 Clauses Incorporated bv Reference (JUN 1988)
. -.
-..- . . .
.- - . . ..-- .-- .- . .

This contract incorporates one or more clauses by reference,-with the-same -.--.


force and effect as if they were given in full text. Upon request, the Contracting'--
Officer will make their full text available.

52.246-5 lnspection of Services - Cost Reimbursement (APR 1984)


282-98-001 6
Page 11 of 25

SECTION F - DELIVERIES OR PERFORMANCE

1. Period of Performance

The period of performance for this contract shall be January 15, 1998 through
January 14, 1999 ~ ~ n l e the
s s period is extended by modification to this contract.
This contract contains four (4) twerve-month option periods. These option
periods may be exercisedin accordance with Section I, FAR Clause 52.217-9,
-~br - - -- "Option to Extend the Term of the Contract" (MAR 1989).
- - . -- - -
-
- --

To be determined by each individual task order. The Program Support


Center (PSC) requires a copy of any progress report specified in any task
order. If the schedule of deliverables for a given task order does not
require a progress report, the Contractor shall provide a progress report to
-
the Contracting Officer only. 'This report should be limited to the
contractor's &complishments, problems encounters and proposed
personnel changes. -

3. 52.252-2-Clauses.,lncorporated bv Reference (JUN 1988)

This contract incorporates one or more clauses by reference, with the same
force and effect as if they were given in full text. Upon requed, thetont?acting
Officer will make their full text available. !
I
52.242-1 5 Stop-Work Order (AUG 1989) - Alternate I (APR 1984) -.
- - -- - - I
- -- - .- - -
I
I
282-98-001 6
Page 12 of 25

SECTION G - CONTRACT ADMINISTRATION DATA

1. Invoice Submission

In addition to the information required by SEC1-ION I, clause 52.232-25 the


.
following information is also reql~iredfor submission of a proper invoice.

_ - a. Signature of an authorized official certifying the invoice to be correct and


-- -proper for payn~enC -
- .

. --
- - -. -
--
---.
. . - .
--

b. Period of performance for which costs are claimed; and

c. Tax identification number (employer's identification number) or social


security number;

d. The Contractor shall submit an original and four (4) copies of its invoice
to:
<
. --
DHHS, Program Support Center
Division of Acquisit~onsManagement, AOS
Gen-era1Acquisitions Branch -.
~ a r k k Building,
n Room 5-101 '

5600 Fishers Lane


Rockvilre, Maryland 20857
-- - * __
Contract Number: 282-98-0016 , Task Order Number: - I

e: Payment shall be made by: I . ..


-.

- .- - . .. . . .- . - .- . - i -~
,
- ~.
. .~ - -. -.

PSClFinancial Management Services i


Parklawn Building,. Room 16A-12
5600 Fishers Lane
i . -

Rockville, Maryland 20857 i


Telephone Number: (301) 443-6766 !
, .;. -: :- i
In accordance with the requirements of the Debt Collection.lmprovement Act
of 1996, all payments under this contract will be made by electronic funds
transfer (EFT). The Contractor shall provide financial institution information in
- accordance with Section I, FAR Clause 52.232-33, "Mandatory lnformation for
Electronic Funds Transfer Payment".

2. Minimum Cost Information


I
SECTION G '282-98-0016
Page 13 of 25

-The Contractor shall furnish the following minimum in for ma ti or^ in support of
costs submitted for individual task orders:

a. Direct Labor - include all persons, listing the person's name, title, number
of hours worked, hourly rate, the total cost per person and a total amount
for this category;

- -.. --
-
b.

c.
-
Fringe Costs - show rate, base and total amount;
- -
Overhead or Indirect Costs - show rate, base and total amount,. - -
. -. - - ..<
. .
- -
--.
-.

d. Consultants - include the name, number of days or hours worked, daily or -


hourly rate, a total amount per consultant and a total amount for this
category;

e. Travel - include for each airplane or train trip taken the name of the
traveler, date of travel, destination, the transportation costs including
ground transportation shown separately and the per diem costs. Other -
travel c&ts shall also be listed. A total amount for this category shall be
provided; -

f. Suhc~ntr.a~;&rs - include, for each subcontractor, the same data as is. . . -


being provided for the prime Contractor. A total amount for this category
shall be provided;
: .* - - .

g. Data Processing - include all non-labor costs, i.e., computer i m e ,


equipment purchase, lease or rental, data tapes. A total amount for this
category shall be provided; . . ..
. ,
. . I
. . .. - - - . - .-. . .-.
h. Other Direct Costs - include a listing of all other direct charges to the
contract, i.e., office supplies, telephone, equipment rental, duplication, ..

postage;
i
i. G & A - show rate, base and total; and
... :. . -

j. Fee - show rate, base and total. .. . .


SEC1-ION G 282-98-001 6
Page 14 of 25
3. Travel and Other Costs

a. The Contractor will be reimbursed, not to exceed $ (To be completed


upon award o f each individual task order) for all domestic travel as
described below, incurred directly and specifically in the performance of
this contract, claimed by the Contractor, accepted by the Contracting
Officer, and not exceeding:

(1) Costs of air travel by most direct route. "Air coach" or "Air tourist"
-
accommodations on prop o r jet aircraft constitutes the normal class of
-- air travel which-shall be utilized. - - -- -- . - - .
. - --
-
First-class accommodations may be used if ( I ) less than first-class is
not available providing reservation was requested within 24 hours
after the traveler had knowledge of the trip; (2) less than first-class
requires circuitous routing; (3) less than first-class requires travel to
begin or end at unreasonable hours (i.e., if scheduled flight time is
before 8:00 a.m. and scheduled arrival is after 9:00 p.m.); (4) less
tha,n first-class would resl-~ltin additional direct costs which would
o f f s ~ f t h etransportation savings; or (5) less than first-class will not
make connections with other flights or means of transportation for
continuation of the journey.
,,- -., -.
(2) Costs oirail travel by most direct route, first-class with lower berth or
nearest equivalent. .-
- -- +

(3) Travel by motor vehicle including rented automobile shall :be


reimbursed on a reasonable actual expense basis, or at the
Contractor's option, on a mileage basis at a rate of .31.cents per mile,
- plus any toll or ferrycharges. ' - - = . i - -.
. . . -.
!
1

(4) Reasonable subsistence not in excess of actual itemized bxpenses


not to exceed the ceilings in the Federal Travel Regulations in effect
at the time of incurred cost. Contractor shall voucher at actual cost.
I

.4- Negotiated Overhead Rates


. .
Pursuant to the provisions of FAR 52.216-7 - Allowable Cost and Payment,
indirect costs under this contract shall be obtained by applying the final rate or
- rates negotiated, subject to the approval of the Contracting Officer.
Reimbursement for indirect costs shall be made on the basis of the following
rates:

Type of Provisional Ceiling


SECTION G 282-98-0016
Page 15 of 25
Rate Rate Rate Base

(See Section B of this contract)

It is further agreed that, unless the prior approval of the Contracting Officer is
obtained, the contractor shall not change its methods of accounting under this
contract in such a manner as to account for any item of cost on a direct-cost
basis if such item of cost was previously considered as an indirect charge.

-Prqect Off-
--
The Project Officer responsible for the technical requirements-covdrez b; th'is - --

contract, as contemplated by Section G.6., "Technical Monitoring" hereof, will--


be designated by separate correspondence upon the award of each individual
task order.

Technical Monitoring

Performance of the work under this Contract shall be subject to the technical -
monitoring of the Project Officer. The term "Technical Monitoring" is defined
to include, without limitatjon, the following:

a. Technical directions to the Contractor which redirect the contract effort,


shift work emphasis between work areas or tasks, require pursuit of
certain lines of inquiry, fill in details or otherwise serve to accomplish
- -_ *
contractual scope of work.

b.
i
Providing information to the Contractor for assistance in the interpretation
of drawings, specifications or technical portions of the work d'escription.
1
- --
-1- -
c. Review and, where specified by the Contract, approval of technical
reports, drawings, specifications and technical information totbe delivered
by the Contractor to the Government under the Contract.

Technical direction must be within the general scope of work stated in the
- Contract. The Project Officer does not have the autliority to and 'may not
issue any technical direction which (i) constitutes an assignment of additional
work outside the general scope of the Contract; (ii) constitutes a change as
defined in the Contract clause entitled "Changes;" (iii) in any manner causes
- an increase or decease in the total estimated Contract cost,
the fixed fee or the time required for Contract performance; or (iv) changes
any of the expressed terms, conditions, or specifications of the Contract.

All technical directions shall be issued in writing by the Project Officer or shall
SECTION G 282-98-0016
Page 16 of 25
be confirmed in writing within five (5) working days after issuance by the
Project Officer.
- -

The Contractor shall proceed promptly with the performance. of technical


directions duly issued by the Project Officer in the manner prescribed within
his authority under this provision.

If, in the opinion of the Contractor any instruction or direction issued by the
Project Officer is within one of the categories as defined in (i) ,through (iv)
- ..
. - - --above,-the Contractocshall not proceed but shall notify the Contracting Officer
-- . -
in writing withi.n five (5)'working days after the re-ceelpof any such.instr..ctiorl
-
or direction and shall request the Contracting Officer to modify-thecontract
accordingly. Upon receiving such notification from the Contractor, the
Contracting.OfFicer shall issue an appropriate contract modification or advise
the Contractor in writing that, in his opinion, the technical direction is within the
scope of this article and does not constitute a change under the Changes
Clause of the contract. The Contractor shall thereupon proceed immediately
with the direction given. A failure of the parties to agree upon the nature of
the instruction or direction or upon the contract action to be taken with respect
thereto shatcbe subject to the provisions of the contract clause entitled
"Disputes."'

The individuals cited below are key personnel (See HHSAR - _ _KEY
.- 352.270-5, A

PERSONNEL, incorporated by reference).

Name - Title
i
i
- I
Susanna Ginsburgvice President j
- I------ -
Tom Mannle, Jr. Senior Manager 1
1
SECTION G 282-98-0016
Page 17 of 25
8. Provisions Applicable to Direct Costs

Notwithstanding Clause 52.216-7 - "Allowable Cost and Payment" and Clause


52.244-2 - "Subcontracts (Cost-Reimbursement and Letter Contracts)" of the
Federal Acquisition Regulations, unless otherwise expressly provided
elsewhere in the contract or in any modification thereto, the cost of the
following items or activities shall be unallowable as direct costs:

a. Acquisition by purchase orlease, of any interest in real property.


- -
-b - - -- b. Special rearrangement or alteration of facilit!es; -. -- .-- . .
c. Purchase or lease of any item of general purpose; office furniture or office-
equipment;

d. Travel to foreign countries.

Equipment
-
No equip&ht shall be purchased under this contract.
SECTION H - SPECIAL CONTRACT REQUIREMENTS
,- .

1. Task Order Procedures

The Contractor will be provided with a Statement of Work, Schedule of


Deliverables and other additional instructions as needed for each
individual task order to be issued under tl- is contract. These documents,
-collectively referred-to as a Request for Task Order (RFTO) may be -
issued by mall, facsimile or electronic commerce.-- -- . - - .
-
. . . .. . - . --- . - -- .. .
*.

The Contractor shall be required to submit separate cost and technical . - -


proposals for each task order that is issued under this contract. Task
order proposals that are submitted by facsimile will not be accepted
unless prior permission is obtained by the Contracting Officer. Fax copies
of proposals shall not be accepted is situations where the task orders are
to be awarded as a result a competitive process as described in "d"
below.pr ?.

\-,-. ,

All Contra'ctors will be given a fair opportunity to be considered for each


award. The contrading Officer will consider such factors as past
pedo~mancq on earlier tasks, quality of deliverables, cost control, price, . .. ,

cost and other relevant factors in the award of a task order to a particular
Contractor. ,:
. .-
-I
i
The Government reserves the right to solicit competitive proposals for
individual task orders among a limited number of qualified cohtractors that
I
were awarded contracts under the original solicitation. The-Contracting
I
Officer will determine which Contractors will be selected. to- pa.rticipate
-.--" in
the competition.
. . . '
For task orders that will be competed, the RFTO package wild include the
evaluation criteria, any special instructions that are particular \o the
requirement and information concerning the basis for award. 1 ~ h basis e
for award of any task order will be determined by the specific? 1
programmatic needs of the requesting agency. . - . .,
In competitive situations, the Government reserves the right to award a
task order without discussions. However, if negotiations are necessary,
the Government will conduct them with all offerors submitting proposals.

The due date for competitive proposals will be determined on' a case by
case basis, depending on the cornplexity of the requirement. .For task
orders that are to be competed, late proposals will be handled in
SECTION H 282-98-00 16
Page 19 of 25
accordance with the rules set forth in FAR Clause 52.215-10, ,"Late
Submission, Modifications, and Withdrawals of Proposals".
-
A Contractor that is included in the competition for award of a task order
may choose not to submit a proposal. In the event that the Contractor
chooses not to submit a proposal, the Contractor shall notify the
Contracting Officer in writing of it's decision not to submit an offer for the
given requirement. Failure to submit a proposal will not preclude the
Contractor From any future opportunities to compete for task orders.
-
- - -
IQI. - . .- e. Task orders may also be awarded on a sole source basis or issued - - .
unilaterally. Proposals shall be submitted to the Government-within ten - --
'

( I 0) calendar days from the date the Contractor receives a RFTO from
the Conh-acting Officer. If the task order is issued unilaterally, proposals
shall be submitted within seven (7) calendar days from the date the task
order was issued by the Contracting Officer.

When a Task Order is issued un~laterally,the Contractor shall begin to


-
work immediately, adhering to the dollar limit and period of performance
stated &:the face page of the task order.

f. Protests are not authorized in connection with the issuance or the


prop~$ed. issyance of any task order. -.

2. Task Order Information: .- - " --

a. Each task order w ~ lcontain


l the following minimum informatiot:
-

+ (1) Date of award;


(2)- Contract number and Task Orde-r number (to be numbereb - -
1 -.

consecutively); !
(3) Estimated total dollar amount of the task order; I
(4) Statement of Work, Schedule of Deliverables and any special
instructions; 1
!
(5) Period of performance;
- . (6) The name and address of the Task Order Officer.
.-.
b. The Contractor shall segregate billings by task order when invoicing
against the contract.
282-98-0016
Page 20 of 25

SEC1-ION I - CONTRACT CLAUSES

1. 52.21 6-1 8 Orderinq (OCT 1995)

(a) Any supplies and services to be furnished under this contract shall be
ordered by issuance of delivery orders or task orders by the indiv~dualsor
activities designated in the Schedule. Such orders may be issued from the
. - -effective date of w t r a c t award through the expiration date of the -
-Ib -- - - contract. - - -. - - . -- - -
. -- --- - -
-
(b) All delivery orders or task orders are subject to the terms and conditions
of this contract. In the event of conflict between a delivery order or task
order and this contract, the contract shall control.

(c) If mailed, a delivery order or task order is considered "issued" when the
Government deposits the order in the mail. Orders may be issued orally,
by facsimile, or by electronic commerce methods only if authorized in the
~ched'k.

52.216-19 Order ~ i m i t a t b n s(OCT 1995)


.,,-. <.,. . -.
..,-,

(a) Minimum order. When the Government requires s~ippliesor services


covered by this contract in an amount of less than $10,000.00, the
Government i s not obligated to purchase, nor is the ~oitract&'obligated
to furnish, those supplies or services under the contract.
.-
1
(b') Maximum order. The Contractor is not obligated to honor: i
. .
.
,
.- -
-
.- .
.
. . . ..
.

I
--. - ..- .. -.

(1) Any order for a single item /n excess of $1,000,000.00; /


1

(2) Any order for a combination of items in excess of $1,000,000.00; or


!

(3) A series of orders from the same ordering office within five (5) days
- that together call for quantities exceeding the limitation in1
subparagraph (1) or (2) above. --. - 1
1

(c) If this is a requirements contract (i.e., includes the Requirements


clause at subsection 52.216-21 of the Federal Acquisition Regulation
(FAR)), the Government is not required to order a part of any one
requirement from the Contractor if that requirement exceeds the
maximum-order limitations in paragraph (b) above.
(d) Notwithstanding paragraphs (b) and (c) above, the Contractor shall
honor any order exceeding the max~mumorder limitations in
SECTION I 282-98-0016
Page 21 of 25
paragraph (b), ur~lessthat order (or orders) is returned to the ordering
office within five (5) days after issuance, with written notice stating the
Contractor's intent not to ship the item (or items) called for and the
reasons. Upon receiving this notice, the Government may acquire the
supplies or services from another source.

52.216-22 Indefinite Quantity (OCT 1995)

(a) This is an indefinite-quantitjl contract for the supplies or services


. . . --
- ..
.-. .specified, and effective for the period stated, in the Schedule. The -
- -- .
quantities-of supphes and services specified. in the Schedule._are.,-.- . - - - . .

estimates-only-andare not purchased by this contract.----- - .... - . . -.-


.
. ..

(b) Delivery or performance shall be made only as authorized by orders


issued in accordance with the Ordering clause. The Contractor shall
furnish to the Government, when and if ordered, the supplies or services
specified in the Schedule LIP to and including the quantity designated in
the Schedule as the "maximum". The Government shall order at least the
-
quantity
, .of supplies or services designated in the Schedule as the
"minimwi.1".

(c) Except for any limitations on quantities in the Order Limitations clause or
in the,Schedule, there is no limit on the number of orders that may be --
issued. The Government may issue orders requiring delivery to m ~ ~ l t i p l e
destinations or performance at m ~ ~ l t i plocations.
le - -1
. --
(d) Any order issued during the effective period of this contract a?d not
completed within that period shall be completed by the Contractor within
' the time specified in the order. The contract shall govern the/Contractorls .,
and Government's rights and obligations with respect to that-order to the
same extent as if the order were completed during the contrabtls effective
period; provided, that the Contractor shall not be required to F a k e any
deliveries under this contract after twenty-four (24) months frgm the
expiration date of the contract. I

i!
.4.- 52.217-9 Option to Extend the Term of the Contract (MAR 1989)'
--.
(a) The Government may extend the term of this contract by written notice to
the Contractor within 45 days after contract expiration; provided, that the
Government give the Contractor a preliminary written notice of its intent to
extend at least 60 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
SECTION I 282-98-0016
Page 22 of 25
considered to include this option provision

(c) The total durationaf-this contract, including the exercise of any options
under this clause, shall not exceed sixty (60) months.

5. 52.244-6 Subcontracts for Commercial Items and Commercial Components


(OCT 1995)

(a) Definition.
-
. . -
---. - -- . .
Commercial item, as used in this clause, has the-meaning contgine_d
- jn - - .

the clause at- 52.202-1, Definitions. . -


---. . . - --

Subcontract, as used in this clause, includes a transfer of commercial


items between divisions, subsidiaries, or affiliates of the Contractor or
subcontractor at any tier.

(b) To the maximum extent practicable, the Contractor shall incorporate, and
require its subcontractors at all tiers to incorporate, cornniercial items or
nondevdbpmental items as components of items to be supplied under
this contract.

(c) NoWhstanding any other clause of this contract, the Contractor is not
required to include any FAR provision or clause, other than those listed
below to the extent they are applicable and as may be required to
establish the reasonableness of prices under Part 15, ~ha s d c b d ~ catt
any tier for commercial items or commercial components: ; I

t1
-.

(1) 52.222-26, Equal Opportunity (E.O. 11246); ...


. .
. ,
.- - .
. .
.. -
-
" ~

(2) ' 52.222-35, Affirmative ~ c t i o n


for Special Disabled and Vietnam Era
Veterans (38 U.S.C. 4212(a)); I - .
I
!
(3) 52.222-36, Affirmative Action for Handicapped worker;
(29 U.S.C. 793); and
. .. -

.. .
SECTION I 282-98-00 16
Page 23 of 25
(4) 52.247-64, Preference for Privately Owned U.S.-Flagged
Commercial Vessels (46 U.S.C. 1'24.1)(flow down not required for
subcontracts awarded beginning May 1, 1996).

(d) The Contractor shall include the terms of this clause, including this
paragraph (d), in subcontracts awarded under this contract.

6. 52.252-2 Clauses Incorporated b~ Reference (JUN 1988)

This contract incorporatesone or more clauses by reference, with the same -


dr.- - - --
force and effect as if theywere given in full text. Upon ~ q u e s tthe_CqntK$t(n$
,
Officer will make their full text available. .- . --

a. FederalAcquisition Regulation (FAR) (48 CFR Chapter 1) Clauses

Clause Title Date


52.203-3 Gratuities. APR 1984
52.203-5 Covenant Against Contingent Fees. APR 1984
52.203-6 ,F!estrictions on Subcontractor Sales
' t d h e Government. JUL 1995
Anti-Kickback Procedures. JUL1995 .
Cancellation, Rescission, and Recovery of Funds
,.,.for Illegal or Improper Activity JAN 1997
Price or Fee Adjustment for Illegal or
Improper Activity. JAN 1997
-* . . _ _
Limitation on Payments to Influence Certain Feiferal
Transactions JUN 1997
.-
PrintingICopying Double-Sided on Recycled Paper JUN 1996
Protecting the Governments Interest When
Subcontracting With Contractors Debarred, . .. *.

Suspended, or Proposed for Debarment JUL 1995-


Audit and Records--Negotiation AUG 1996
Price Reduction for Defective Cost or Pricing Data OCT 1995
Subcontractor Cost or Pricing Data OCT 1995
Termination of Defined Benefit Pension Plans MAR 1996
Waiver of Facilities Capital Cost of Money SEP 1987
Order of Precedence ... JAN 1986
Reversion or Adjustment of Plans for
Post-Retirement ~ e n e f i t sOther Than
Pensions (PRB) MAR 1996
Notification of Ownership Changes FEB 1995

52.215-41 Requirements for Cost or Pricing Data or


Information Other Than Cost or Pricing Data JAN 1997
SECTION I 282-98-0016
Page 24 of 25
Allowable Cost and Payment MAR 1997
Fixed Fee MAR 1997
Utilization af Small, Small Disadvantaged and
Women-Owned Small Business Concerns JUN 1997 52.219-9
Women-Owned Small Business Subcontracting AUG 1996
Plan . .

Liquidated Damages-Subcontracting Plan OCT 1995


Payment for Overtime Premiums [$0.00] JUL 1990
Convict Labor AUG 1996
-Equal Opportunity - APR 1984
__ -
~

Equal ~ppoftunityPreaward Clearance . . - - ..


of--Subcontracts - - APR ~i9B4 -.- ~

Affirmative Action for Special Disabled and Vietnam


Era Veterans APR 1984
Affirmative Action for Handicapped Workers APR 1984
Employment Reports on Special Disabled
Veteransand Veterans of the Vietnam Era JAN 1988
Clean Air and Water APR 1984
.Drug Free Workplace JAN 1997
'~Ss;'xic
Chemical Release Reporting OCT 1996
Privacy Act APR 1984 . .
Buy ~ m e r i c a n ~- cSupplies
t JAN 1994
..,Restrictions on Certain Foreign Purchases OCT 1 9 9 .. . . . - -..
Authorization and Consent JUL 1995
Notice and Assistance Regarding Patent . .-
and copyright Infringement 4 ~ ~ ~ 1 9 9 6
Rights in Data - General ~ U 1987
N
- Cost Accounting Standards +PR 1996
.. .
Disclosure and Consistency of Cost Accounting
P~actices .- -. .
.
.i
. .. qP_e_lP96_.
'Administration of Cost ~ c c o u n t i nstandards
~ APR 1996
Interest ' - JUN 1996 .-

Limitation of Cost ~ P 1984


R
Limitation of Funds 4PR 1984
~ssignmentof Claims JAN 1986
Prompt Payment JUN 1997
Mandatory Information for Electronic Funds
Transfer Payment AUG 1996
Disputes OCT 1995
Protest After Award. (AUG 1996) -- Alternate I JUN 1985
Notice of Intent to Disallow Costs APR 1984
Certification of Final Indirect Costs JAN 1997
Bankruptcy JUL 1995
Changes - Cost-Reimbursement. (AUG 1987) --
282-98-001 6
Page 25 of 25

Alternate II APR 1984


52.244-2 Subcontracts (Cost-Reimbursement and Letter
Con tracts) [all-subcontracts over $25,0001 FEB 1997
52.244-5 Competition in Subcontract~ng DEC 1996
52.245-5 Government Property (Cost-Reimbursement, Time-
and-Material, or Labor-Hour Contracts) JAN 1986
52.246-25 Limitation of Liability - Services FEB 1997
52.249-6 Termination (Cost-Reimbursement) SEP 1996
- 52.249-14 Excusable Delays APR 1984
-- 52.253-1 Computer ~ g n e r a t e d~ o r m s
- -- .-
- .-
. . -.- . --
b. Department of Health and Human Services Acquisitions Reg~llations
(HHSAR-) (48 CFR Chapter 3) Clauses

Clause Title Date


352.202-1 Definitions - Alternate I APR 1984
352.227-1 Rights in Data APR 1984
-
352.228-7 Insurance - Liability to Third Persons DEC 1991
352.232-9 Wfihholding of Contract Payments APR 1984
352.232-74 Consideration - Estimated Cost and Fixed Fee APR 1984
352.233-70 Litigation and Claims APR 1984
352.242-71 + - e n Final
-. Decisions on Audit Findings APR 1984 - -
352.270-1 ~cce6sibilityof Meetings, Conferences, and Seminars
To Persons with Disabilit~es APR 1984
352.270-5 Key Personnel - APR1984
352.270-6 Publication and Public~ty J ~ 1991
L
352.270-7 Paperwork Reduction Act A ~ 1984
R
1 -.
- --- - -
I
- - - -
i
1 AMENDMENT OF SOUCITATION~MODIFICA~I~N
OF CONTRACT 1. CONTRACT ID CODE PAGE OF PAGES
1 . 1 1 e
2. AMENDMENT/MODIFICATION NO. 3. EFFECTIVE DATE 4 REQUISITIOWURCHASE REQ.NO 15. PROJECT N3. (If applrwde)

0001
6. ISSUED BY 7. ADMINISTERED BY (It olher h a n Item 6)

DHHS/PSC/SAS/DAM DHHS/PSC/SAS/DAM
PARKLAWN B U I L D I N G , ROOM 5 - 1 0 1 PKLN. BLDG., ROOM 5-101
5600 FISHERS LANE 5600 FISHERS LANE
R O C K V I L L E MD 2 0 8 5 7 - ROCKVILLE MD 2 0 5 5 7

8 NAME AND ADDRESS OF CONTRACTOR ( N o . sfreel, c


nw S I * ~&ZIP Code) 9A AMENDMENT OF SOLICITATION NO
7
(X,

BETAH A S S O C I A T E S , I N C .
A t t n : EPPIE H A N K I N S , 98 DATED (SEE ITEM 11)

7 9 1 0 W O O D M O N T AVENUE .I
I SUITE 1450 -
BETP
- ~ - -

I
1 1 0 ~MODIFICATION OF CONTRACTIORDER NO

I~~~~233200100557~
100 DATED (SEE ITEM 13) - -- --- --
-- .. .- /

'ODE 521903523
I
FACILITY CODE
I I
( 109/20/2004
. -
11. THlS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

O T h e above numbered sol~cltat~onIS amended as set form ~nitem 14 The hour and date speufiea tor receipt of offers C IS ealended CISnot eaended
O n e n must acknowledge recelpl of this amendment pnor to the hour and date speufied In h e sollutatlon or as amended, by one of the follow~ngmelhods (a) By COmplebng
Items 8 and 15, and returning w e s of the amendment. (b) By acknowledg~ngrecelpt of Vlls amendment on each copy of lhe otler subm~lled,or ( c ) By
separate lener or lelegmm whlch Includes a reference to the sol~alatlonand amandment number FAILURE OF YOUR ACKNOWLEDGEMENT TO BE RECEIVED AT
THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT I N REJECTION OF YOUR OFFER It by
vlrlue of Vlls amendment you deslre l o change an otler already submined, such change may be made by telegram or lener, p w i d e d aach telegram or lener makes
reference to the sollcltatlon and l h ~ samendment, and 1s received pncr to lhe openlna hour and dale specified

133U14L
.-
12 ACCOUNTING AND APPROPRIATION DATA (Mrequlred)
,," .
Net Increase: $547,065.00

13.THlS ITEM APPLIES ONLY TO MODI%A~ONS OF CONTRACTSIORDERS. IT MODIFIES THE COYTRACTIORDER YO. AS DESCRIBED IY ITEM 14.

;; A THlS CHANGE ORDER IS ISSUED PURSUANT TO: (Spedtyaulhon@J THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT
ORDER NO. IN ITEM 10A.
1
B. THE ABOVE NUMBERED CONTRAGWM&R ISUf3DIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying ofice.
. .
appmpnalion dale, efc.) SET FORTH IN ITEM 14. PURSUANT TO THE AUTHORITY OF FAR 43 103(b).
I
1 C. THlS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO THE AUTHORITY OF.
X 52.212-4 C o n t r a c t ~ e r r n sand c o n d i t i o n s - Commercial Items .. .- a . . - _

D. OTHER (Spedty lype of rnodificalion and authority)


X FAR 5 2 . 2 1 7 - 9 O p t i o n .to Extend t h e ~ e r r no f the Contract 1

E. IMPORTANT. Contraclor 0 , s not @IS requlred to slgn this document and return 4 copies to the tssung ofice i
- .-,
,14 DESCRIPTION OF AMENDMENTIMODIFICATION (Oqan~zedb y UCF section headings, includrng sol~alabodconfractsubjed matter where feavble ) .- 4

bJ
.A,,
T a x I D Number:
DUNS Number:
See a t t a c h e d p a g e ( s ) 2-1

CAN: 2995210 O b j . Class: 2512 FY: 2005


FOB: Destination !
D i s c ~ u q ~ ~ ~ T e: r r n s. .
N e t 30
D e l i v e r y L o c a t i o n Code: AOA-4712
HHS / A O A
1 MASSACHUSETTS AVENUE
C o n t i n u e d ...; I
Except as provided hereln, all terms and condlaons of the document referenced i n Item QA or lOA, as heretofore changed. remains unchanged and in full force and eHect.
15A:-NAME AND TITLE OF SIGNER (Type,orpnnl) ' 1 6 ~NAME
. P.ND TITLE OF CONTRACTING OFFICER (Type or:~nnl)

DONALD S. HADRICK
, 16C. DATE SIGNED

., (Sjgnatm of w n o n aumonzcdlo sign1 ( S i p i u m of Coltrau~ngo m r l


, SEF 2 5 2305
NSN 754001-1 52-8070 I ' STANDARD FORM 30 (REV. 1 0 4 3 )
W o r k i n g Copy
Previous edition unusable Prescribed by GSA
FAR (48 CFR) 53.243
-'

REFERENCE NO OF DOCUMENT BEING CONTINUED PAGE OF


CONT'NUAT'ON SHEET
GS23F0261M/HHSP2332004OOj57~/000l -
-! E
NAME OF OFFEROR OR CONTRACTOR
BETAH ASSOCIATES, INC.
ITEM NO. SUPPLIESISERVICES QUANTITY UNIT UNIT PRICE AMOUNT
(A) (8) (C) (D) (E) ('1
ROOM 4 7 1 2
...
WASHINGTON DC 2 0 2 0 1
- -
-

Change I t e m 2 t o r e a d a s f o l l o w s ( a m o u n t -shown i s t l e o b l j g a t e d a m o u n t ) :

2 O p t i o n Y e a r One: -. 547,G65.GC
-
. .. project-Title - . -- -
Ct - - '
.- .

-=- '
- .
A d m i n i s t r a t i o n o n . . ~ g i n g' p u b ~ A ~ areness, Comunic,itions anc =reach
l w
...:. Proq-FS?:s ---
P e r i o d of P e r f o r m a n c e : 09/30/2005 t o C9/29/2006
.- .
.-..
- .- .
-,.
- .

C h a n g e I t e m 3 t o r e a d . a s f o l l o w s ( a m o u n t s h o w n i s t le o b l i g a ' e d a m o u n t ) :

3 O p t i o n Y e a r Two:

Project Title:

A d m i n i s t r a t i o n o n Agq4 P u b l i c A w a r e n e s s , C o m u n i c i i t i o n s a n c O u t r e a c h Prc)grams
Amount: $ 5 6 5 , 4 9 1 . 0 0 ( O p t i o n L i n e I t e m )
"
P e r i o d o f P e r f o r m a n c e : 0 9 / 3 0 / 2 0 0 6 20 0 9 / 2 9 / 2 0 0 7

''

C h a n g e I t e m 4 ta,~;ead. a s . , f . o l l o w s ( a m o u n t s h o w n i s t l e o b l j g a t e d a m o u n t ) :
--.
- . . ... -- -__i

4 O p t i o n Year T h r e e : .. . .- - -- ..__

Project Title: i
I

-. -, .. ..
..- .
*

A d m l n i s t r a . t i o n o n A g i n g P u b l i c A w a r e n e s s , C o m u n _ i c ~ i t i o n s a n c O u t r e a c h Pr4 g q a m s
i .-.-..
.. .-
A m q u n t : $ 5 8 4 , 6 6 7 . 0 0 ( O p t i o n L i n e 1te;) .... . 1 . - -.
P e r i o d of Performance: 09/30/2007 t o 09/29/2008
I
Change I t , e m 5 t o r e a d a s f o i l o w s ( a m o u n t shown i s t i e o b l i g a t e d a m o u n t ) : ' 1 . .

f
!

=
'
a Option Year Four:
. .. ~-

-:

.. -

Project Title:

A d m i n i s t r a t i o n o n Aging P u b l i c Awareness, C o m u n i c i t i o n s anc O u t r e a c h Programs


Amount: $ 6 0 4 , 6 2 9 . 0 0 ( O p t i o n L i n e I t e m )
P e r i o d o f Performance: 09/30/2008 t o 09/29/2009

-
OPTIONAL FORM 336 (4-86)
NSN 754041-152.8067
W o r k i n g Copy Sponsored by GSA
FAR 148 CFRI 53.1 10
Modification Number1
HHSP233200400557G
The subject contract is modified to add the Revised Statement of Work:

- 1. Contractor will support and further advance the mission of the Administration on Aging.
the Older Americans Act, and the priorities of the Assistant Secretary for Aging. The contractors
will have an initial meeting with AoA senior management to determine priorities, marketing
objectives and potential strateiies. The activities include development of materials. messages.
special events and communications research and evaluation. In addition. contractor will provide

-
AoA with a brief (one page) monthly report highlighting progress for the previous month.
*

--- -
Revised Tasks*
* -
.
-<

Task 1. Materials Development- - . --- ~ .. ..* .- - .


.-?- . ~.
. .
: ..
-..

Assist AoA in the development of a variety of materials that support the mission of the agency
and the priorities of the Assistant Secretary for Aging. Contractor shall assist in the artistic
design, research, writing, editing, and formatting, for all materials developed. All materials
written for consumer audiences are to be in compliance with the Government's Plain Language
Initiative
. - ( Some materials may be needed in multiple
languages, so contractor should have access to translation services in the following languages:
Spanish, Chinese, and Russian.
%-

I. 1 - Policy and Program Materials - Develop materials including annual report, issue
briefs or white papers, that translate complex programs, policies and technical
information.iata textthat can be easily understood by designated audiences (e.g.,
professional as well as lay audiences). Audiences include the media, the general public - -.
and consumers, as well as the Aging Network.
, - - e -
1.2. - Promotional Materials - Develop materials including but not limited to fact
sheets. news articles; PSAs, logos, and posters that assist AoA in commemorating
-
.
-- -
natiohal observances such as Older Americans Month. Approximately three national
observant-es a year are expected. , ,=
--
.- - -.- --+ -- -
1.3 - Consumer and Education Materials - Develop materials, such as brochures, fact
sheets, tip cards or posters, that provide consumer information to older people, baby
boomers, and caregivers on a variety of aging-related topics. Work with AoA staff to
determine the appropriate publication vehicle (fact sheet, brochure, checklist, etc.) to
= -. relay a particular message.

1.4 - Culturally Appropriate Materials - Develop materials, such as-an educational


brochure or poster, for culturally diverse audiences, communicating in both text and
graphics with African American, Hispanic, Asian American, Asian Pacific Islander and
Native American audiences. At least three documents will be prepared for each minority
group a year.

1.5 - Public Document Planning, Editing and Coordination - Review and edit
Modification Number1
HHSP233200400557G
materials prepared throughout AoA to ensure suitability for printing and dissemination to
the public.
- .
Task 2 - MarketingPromotion

2.1. -Assist AoA in prbmoting messages and materials developed to targeted audiences
and media including: older people, caregivers, Aging network. the media, minority
audiences andlor the public.
..
- 2.2.- Develop story angles, including op eds, and pitch AoA priority messages to print.
- 'broaclcZst, and web cast media?
-
- --.--
.- . .-=. .. .-* -- .- . -- .
2.3. - coordinate 6ith A~A staff to develop and design new panels for tKi AbRekhibit;
.- .-
--.--
- .

used for varying purposes and events for display nationwide. The entire table top exhibit
is 5 x 6 and consists of three panels. Contractor will be required to develop and design a
pop-up panel (to augment the existing AoA exhibit) that help to communicate AoA
priorities and initiatives.

Task 3 Meeting and Special Events Support


.,I'
-
Provide adminisGtive and logistical support for any special events associated with
national recognitions; town hall listening sessions; other significant events and activities.
a
This will include arranging for location; providing on sight support; contacting
speakers; d a t h e r rpjscellaneous tasks. Approximately 3 - 5 events a year is expected.
--__
Task 4. - Partnerships/Collaborations
..* -- _-
4.1 - Partnership Building and Inventory - Assist AoA in building and maintaining an
inventory of federal agencies and outside organizations (e.g., foundations and businesses
interested in caregiver activities and issues) in which AoA could partner in areas of
- -__ muma1 interest. Contractor will mintain and use-a searchable lists mechanism to catalog
partners or poten;ial partners. (e.g. Maintain-a list of organizations that have anintaest in.
nutrition and fitness)

4.2 - Coordinate Partner Messaging - Coordinate development, release, and/or


promotion of important information with partners, advocacy and voluntary groups, Aging
.-- .. network organizations, and other federal agencies. Provide background information and
messages as appropriate.
..
.- .

Task 5 - Research and Evaluation

'Design, conduct and evaluate up front, formative market research, to include focus
groups, etc., to help formulate Campaign design, effective consumer messages, etc.
Conduct evaluation studies on specific topics or communications efforts to assess their
effectiveness. Studies may include efforts to determine if partners are active in the
communication activities, if messages and materials are reaching special audiences, and
Modification Number1
HHSP233200400557G
provide a modest level of database management support, and actively monitor the
mechanism.
--
7.3 Initial needs assessment. Contractor will conduct a quick needs assessment among AoA
central office and field staff and partners to establish a baseline of current skills and
experience and to develop a "wish list" of training and TA topics. Based on the results of thls
needs assessment and additional input from AoA staff and partners, Contractor will design
agendas for the first several monthly Media Network teleconference calls. This needs
assessment can be conducted each year, or can be available continuously for members of the
-Medi~Ne%orkto register their ideas and suggestions. The Contractor will design. conduct,
- analyze, and report on this needs-assessment. -
.. *. - - --.- - _._.
- .. -
- --
7.4 Monthly teleconference calls. The Media Network will operate as prevrously described.
with monthly teleconferences. Over the course of the year, the Network will provide a rich
menu of training and technical assistance, as well as opportunities for peer-to-peer train~ng,
information sharing, feedback, and evaluation. Teleconferences hosting 50 or more telephone
lines will be prescheduled at regular times, each advanced by a notice, agenda, and
supporting materials delivered by the interactive list serv described below and parked at a
permanent supporting Web site. A special section of AoA's Web site can be designed to host
the agendas and supporting materials, or the Contractor can establish this repository,
available to register$> users, off-site. AoA will arrange for the monthly bridge line
teleconference service. -
7.5 Action adviseq kits-six action kits will be developed per year to serve the needs of and
be put to use by the Media Network. It is assumed that the Older Americans Month kit will-
serve as one of these. Topics and materials for the remaining 5 would emerge from the needs
assessment, the interactive list serv, and the operation of the Media Nehwok. Kit eonteztts
May include 3 fact sheets, 1 print PSA in 3 different sizes, 1 poster, 1 letterhead template,
and 1 other document. Contents will be translated into Spanish. One camera-ready hard-copy
and oneelectronic version of each kit will be delivered to AoA, and deposited at the
supporting Web site,,in advance of itsdiscussion during the relevant monthly Media Network
teleconference. -.. - .=- _- __ -
7.6 Editorial board training will be conducted via the Media Network.

7.7: Spokesperson training. The Contractor will design and deliver one half-day
. spokesperson training workshop annually for up to 100 trainees designated by AoA or
recruited by the Contractor. To keep costs as low as possible this training may be included as
an adjunct session to an already scheduled annual meeting that would att~aotthe most likely
participants. The training and supporting materials will be designed in a training-of-trainers
(TOT) mode, enabling first generation trainees to deliver the workshop to prepare their own
spokespersons in their own local media markets. Relying on TOT use of each participant's
home-quality video equipment will keep AoA's costs to a minimum, including only time for
preparation, delivery of the training, developing supporting TOT materials, and providing a
TOT manual for each trainee.
Modification Number1
HHSP233200400557G 1

2. The cost for the revised Task's stated above for Option Year I is $547,065.00. i

.
. The revised Base Year and Option
-- - Year prices are as follows:

Base Year- $4 19,03 1.00 (unchanged)


Option Year I- $547,065.00 . .

Option Year 11- $565,491 .OO


Option Year 111- $584,667.00
Option Year IV- $604,629.00 ,.

-- --
-. - .. .. ._ _- _-
3. Option Year Number I ti h e b y exercised in the amount of $547,065.00-in-accordance .-.
---.
with Federal Acquisition Clause 52.21 7-9, Option to Extend the Term of the Contract.

4. Inspection and Acceptance, 3. Term of the Contract is changed to read as follows:

September 30, 2005 through September 29, 2006. The period of performance for the subject
contract, as a result of Option Year I, is extended through September 26, 2006.
-
5. The total price f k h i s modification is $547,065.00.
,-

6. The total contract price is increased from $419,031 .OO by $547,065.00 to $966,096.00.'
- . . , ..>
7. All other terms and conditions remain unchanged by reason of this modification. .-.. . , -- -..
Modification Number1
HHSP233200400557G

List of Deliverables

Initial meeting - Within 7-days from date of award


Monthly progress report - sthday of the following month
Materials Development - TBD
MarketingPromotion - TBD
Meeting and Special Events Support - TBD
Partnership Inventory - TBD
Research and Evaluation - TBD
AoA Branding Campaign- - TBD -
Media support training ZTBD
1 CONTRACT ID CODE PAGE OF PAGES
AMENDMENT OF SOLICITATlONIMODIFICATlON OF CONTRACT

2 AMENDMENTlMODlFlCATlON NO 3 EFFECTIVE DATE


1 i 1 -
4 REOUlSlTlONlPURCHASE REP NO 5 PROJECT NO (Ilappi,CaOlei

03C3 06A10607S
6 ISSUED BY CODE 7 ADMINISTERED BY (llolher lhan lrem 6)
DAM
DHHS/PSC/SAS/DAM DHHS/PSC/SAS/DPX
PARKLAWN BJILDING, ROOM 5-101 PKLN. B L D G . , R O O M 5-10:
560-0 FISHERS LANE 5600 LANE
- FISHERS
ROCKVILLE MD 2 0 8 5 7 ROCKVILLE MD 20857
-

8 NAME AND ADDRESS OF CONTRACTOR (No 1me1 county Stare a m Z f P ~ o d e j ),( 9A AMENDMENT OF SOLICITATION NO

BETAH A S S O C I A T E S , I M C
A t t n : E P P I E HANKINS 98 DATED (SEE ITEM 1 I)

7 9 1 0 W O O D M O N T AVENUE I -4
S U I T E 1450 - - .-. .lOA. MODIFICATION OF CONTRACTIORDER NO.
-BET&E_sD~_MD..~F~~':~ - - -
.- ..
-- GS23F0261M
. .. HHSP233200400557G
. -,

FACILITY CODE
..
- ~- .-=. -

'ODE 521903523 09/20/2004


I I
. I f . THlS ITEM ONLY APPUES TO AMENDMENTS OF SOLlClTATlONS
O T h e above numbered sollc~lalionis amended as set foRh i n Item 14. The hour and dale specified for recelpl of Offers 0 1 sextended. m i s not eX1ended
Offers must acknowledge recelpl ofthis amendmenl prior to Ihe hour end date speuhed in the solidtallon or as amended, by one of Ihe following methods (a) By complebng
Items 8 end 15, and returning COPleS Ofthe amandmenl; (b) By acknowledging raceipt of thls amendment on each copy of the offer submltled; or (c) By
separate letter or lefegram whlch Includes a reference to the soliulabon and amendment numben. FAILURE OF YOUR ACKNOWEWEMENT TO BE RECEIVED AT
THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER If by
vinue of thls amendment you desire to change an offer elready submitled, such change may be made by lelegram or lener, provided aech telegram or lener makes
k 0 0
12. ACCOUNTING AND APPROPRIATION DATA (If required)
N e t Increase: $135,000.00
See Schedule
&,. A
+.
?
.:

--.
13. THlS ITEM ONLY APPLIES TO MODlFlCATlON OF CONTRACTSIORDERS. ITMODIFIES THE CONTRACTIORDER NO. AS DESCRIBED IN ITEM 14.
. -. -.. .-. -~ .. . . .. .~... . .~. . . . . ~

ONE A THlS CHANGE ORDER IS ISSUED PURSUANT TO: (Speatyeulhonly) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT
ORDER NO. IN ITEM 10A

B THE ABOVE NUMBERED CONTRACTIORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes I n paylng ofice.
appropnat~ondate, elc) SET FORTH IN ITEM 14 PURSUANT TO THE AUTHORITY OF FAR 43 103(b)

X
C THIS SUPPLEMENTAL AGREEMENT IS ENTEREO.INT0 PURSUANT TO AUTHORITY OF

52.212-4 C o n t r a c t T e r m s and Conditions - Commercial I t e m s


. .- - - --
D OTHER (Speafy lype 01 m o d ~ k a b o na n d authonfy)
-

- -- ___
E. IMPORTANT: Contractor 0 1 s not. [iills requlred l o slgn this document and relum
i 4 DEStXIPIION OF AMENDMENT/MODtFICATION (O_r4antzed b y UCF seclron heamgs, incfudrnp ~ o J i ~ f d ~ ~ . ~ c usubled
n l r a dmatter wtrere feasble.)
4 copies to the issuing ofice.
--

T a x I D Number:
brl
. .

DUNS Number:
The a b o v e r e f e r e n c e d D e l i v e r y O r d e r i s m o d i f i e d t o fund a d d i t i o n a l s u p p o r t under T a s k 3,
X e e t i n g a n d s p e c ' i a l E v e n t s Support :

The C o n t r a c t o r s h a l l p r o v i d e l o g i s t i c a l s u p p o r t f o r t h e 2 0 0 6 N a t i o n a l S u m m i t o n C h o i c e s f o r
Independence. The s m i t w i l l t a k e p l a c e i n W a s h i n g t o n , D C i n December 2 0 0 6 . The
C o n t r a c t o r s h a l l s e c u r e h o t e l space, facilitate t r a v e l s u p p o r t f o r s p e a k e r s , h a n d l e
r e g i s t r a t i o n , , d e v e l o p c o n f e r e n c e m a t e r i a l s , and p r o v i d e o t h e r m i s c e l l a n e o ~ st a s k s . The
t o t a l a n t i c i p a t e d attendance i s 1 , 2 0 0 people.

Continued ...
Except as prov~dedhereln, el! terms and cond~tionsof the document referenced in ltem 9A or 10A. es heretofore changed. remalns unchanged and in full force end effect.
15A NAME AND TITLE OF SIGNER (Type orpnnf) 16A NAME AND TITLE OF CONTRACTING OFFICER (Type or pnntj

Eppie 0 . Hankins, Chief Operating Officer DONALD S . HADRICK


15C DATE SIGNED 168 UNITED STATES OF AMERICA 16C DATE SIGNED

\
-
' (Slgnalure 01 person eomonred
L lo ngn)
09/06 /2006'- /&
(Stgnalure or Conlracbng OMCO~J ZEP 6 2006
/NSN 7540-01-152-8070 STANDARD FORM 30 (REV 10-83)
Previous edlt~onunusable Prescribed by GSA
FAR (48 CFR) 53 243
'
REFERENCE NO OF DOCUMENT BEING CONTINUED PAGE Cz

NSN 7540.01-152-8087 OPTIONAL FORM 336 14-86)


Sponsored by GSA
FAR (4ECFRl53.110
OF COKFRACT
.,€KT OF SOL1CITATIO~ODIF1CITlON ' 1. CONTRACT I D CODE pAQE OE PAGES
2
CND~~~EN~IMODIFICA~ON
NO. 3. EFFECTIVE M T E 4. REQUISITIONfPUqCtWSEREO. NO. a. mOJEcT NO. (It ~ I ~ W U B )
05/23/2006 06A106D50
.. 2
8 6 6 BY
~ ~ ~ 'ODE DAM ~IDAN
DHHS/PSC/SAS/DAM DHHS/ PSC/SAS/DW.
PARKLAWN BUILDING, ROOM 5-101 PKLN. BLDG., ROOM 5-101
5600 FISHERS LANE .- . 5600 FISHERS LANE
ROCKVILLE MD 20857 - ROCKVILLE LD 2 0 8 5 7

8. NAME AND ADDRESS OF CONTRACTOR fm..dml,v .


Slate am ZIP We1
'-

,,( - SA M E N D M E W OF SOUiX4TION NO.

BETAH A S S O C I A T E S , INC.
A t t n : EPPIE R A N K I N S 98. DAlEO (SEE /TEA4 1 7 )
\
7 9 1 0 WOODMONT AVENUE
SUITE 1450 - -. . .-..
~ ~ ~ ~ ~ ~ ~ -~ ~ - ~
.
- ' ' . 2 . 0
.-
8
..
-1 4
'1OA MODIFICATION OF COEnRACT/ORDERNO.
' GS23F0261M
I ...
., =
. H H S P 2 3 3 2 0 0 4 0 0 5 5 7 G =-, ..= =
'
.-

-
CODE 521903523
. . . . . . .

F A C I L CODE
~
.. -.
- 100. DATED (SEE ITEM 17)

09/20/2004
-.-.. -. -- .,. . - . .
. -
I H.THlS ITEM ONLY APPLIES 7OAMEYDMEYTB OF S O U C I T A W M
O ~ n above
e m b e r e d MlldPLion ia mandsd as sat fmin ltom 14. Tne how and an10 8peare.a for &PI d an Dk exrenoea. 0 1 0 ~t enended
OUOE m u oDSmOrmna m c a l ~of l Vlls mendrnenl prlw (0 (ha h r and ~JIE w a l k 0 R m e w l l d l t l l m or se ameled. by one of tno WlmIng mothadz: (3)By wrndating
Items 8 e ~ 75,
a and n b m l n g copl~aof h a srnmamenS (b) By a c k n m b d g ~d p r d lhk rmonmwnt OE socn copy of ma oner b&mlnsd: or (el By
sap& Intier or ldcgmm which hClUa88 E IBfBIBMB I0 UI)~ Y ~ t and i ornnnd~ml
o ~ nurnpo~~, FAILURE OF YOUR A C K N O W E M E N T TO BE RECEIVED AT
THE P U C E DESIGNATED FOR THE RECEIPT OF OFFER6 PRIOR TO THE HOUR AND M T E SPECIFIED MAY RESULT IN REJECTIONOF YOUR OFFER. I t Dy
vmun oi I h i arnendmmn
~ y w o o r h to crimp en Wer e m o y wBmltled, roek thango m y ba m d o by tol- or loner, prwaecl earn tdepram or Y W mskes
m b m m LD mo sdldlatlon nna ma amanamant rfld Is r b c e h a Waf lo lhe opmlnq hour and dJIo s w & ~
12. ACCOUFmNG AND APPRODRIATION M T A (If mquimd) Net Increase: $81,601.00
See S c h e d u l e d' . .%.
1 3 . THIS ITEM ONLY APPUESTOMODIFI'EA~NOF CONTRAtlblORBERS. ITHOUIFIEB THE CDWTRACT/ORPERNO. AS DESCRIBE0 IN lJEM 34.

f?
A. THIS CHANGE ORDER 16 166UED PURSUAKT TO: fSmCiryaulhM7y) THE CMNGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT
ORDER NO. IN ITEM IPA.
. -z. _:._.
.?,I^-

8. THE ABOVE NUMBERED CONTRAC19ROER 16 MOOlFlED TO RERECT THE ADMINISTRATIVE CHANGE6 (wch as Chaiqesln caving oflice. -. . . . . . . . --<,

1 n etc., SET FORT* IN ITEM 11. PUIIELU~ T o THE m r n o R m or


s ~ m m dale,

C. THIS 5UPPLEMENTAL AGREEMENT-IS ENTERED LNTO PURSunNr TO M H O R r r Y OF:


aimfi).

-
..- --.
X 52.212-4 C o n c r a c t Terms and
0.Of HER 1Speolylypa of m d i k l i p n JIW amority)
C o n d i t i o n s - Commercial I t e m s .- -

E. IMPORTANT: conlfinn . Ois MI BITroqursd to ~ l p nOIY U W ~ and


E ~mum
I 4 CO~ISSo the WLIU m~ce.
- ,. U..DESCRIPTION
.
OF A Y E N D M E W R ~ O O I F I C ~ ~(orgatuxeu
ON oy UCF aaclian hua$i:gs, i n d u d i n g s a l i o t ~ c u g ~ ~swea
,.
n t ~ a mner when teesib&.)
....
=

..
b q"
Tax ID Number: .._. _ -
.. .=- .-.

DUNS Number: . . .

The above r e f e r e n c e d D e l i v e r y O r d e r i s m o d i f i e d t o e x t e n d t h e p e r i o d o f performance f o r


O p t i o n Y e a r I through January 31, 2 0 0 7 . The C o n t r a c t o r s h a l l b i l l t h e rates in accordance
w i t h t h e P r i c i n g Schedule f o r t h e p e r i o d o f September 30, 2 0 0 6 through January 31, 2 0 0 7 .
.:>) -
As a r e s u l t o f t h i s m o d i f i c a t i o n , t h e period o f performance f o r O p t i o n Years 11 t h r o u g h IV
m y be r e n e g o t i a t e d p r i o r t o the c o m p l e t i o n o f O p t i o n Year I. . ,
....

1 . ~ d d i t i o n a lsupport under T a s k 3, M e e t i n g and S p e c i a l E v e n t s Support:


C o n t i n u e d ... =
of (ha d m m s v t rnfomncnd In ltom 9A or 1OA. O) h~mtofwomanDea, remalna um)\en@d eqd i n fun form and d b a
Excnpl CIS pmdE0E nnreln. DO t e r n ena c m d l l o ~
16A NAME AND TITLE OF SlDNER C~YW0rpnnU 16A NANE ANDTlTLE OF CONTRACTlFlG OFFICER (Typo orprinl)

Eppie 0. Hankins, COO DONALD S . HADRICK


15C. DATE SIGNED $60. UNITED STATES OF A M W C A 1BC. DATE SIGNED

.r T ~ D - o ~ - ~ Q - ~ o ~ o
5/24/06 Q d I U or cuuaww om-o
Ish71afm
SIANUARO
5h4Ib~.
FORM 30 (REV. 7 0 4 3 ) .
Pmvlws s d h unurnhb hcsaW Dy GSA
FAR (dl W R ) 63.243
I
I I
7
I

I
REFERENCE NO. OF DDCUMENT BEING CONTINUED
'NUAT'oN SHEET ~ ~ ~ 3 ~ b 2 6 l ~ / ~ ~ ~ ~ 2 3 3 2 ~ 0 4 0 0 5 5 7 ( 3 , 0 0 0 2 2
OF OFFEROROR CONTRACTOR j
.AH ASSOCIATES. INC. i

rTEM NO. SUPPLES5ERVICES Q U A N T N UNIT UKIT PRICS AMOUNT

(A) (B)
-- -
(C) (Dl (El (7)
-
The C o n t r a c ~ o r s h a l l provide l O g i S t l c a 1 support £0:: the Z O O € N a t i o n a l S v u n i r or.
Choices f o r ~ n d e ' p e n d e n c e - The summi'; w i l l take p e i n X d ~ h i n g t o n , DC :.n Decenber
2006. The ~ o n t r h c t a : s h a l l - secure h o t e l space, f 1ltat.e t r a v e l supporl: f c r -
spaa kers, handle: r e g i s t r a t i o n , develop c o n f e r e n c e 15, and provide c r h e r
m i s c e l l a n e o u s t a s k s . The r o r a l a n t i c i p a t e d arten 1 , 2 0 0 people.
;f~:
2 . The t c irnaced f a c i l i t y ( h o t e l ) cast i s , ( P a r t i a l fund:.ng i n the
m o u n ~of-- -i;"'\ i s a l l o c a t e d t o secure t h e f a c i l i t y . ?he Contracro: s a l l ensure
-. .;1-- th'cor;fer&r~ce-qacilities
.. .
are see-+red no at& tha.1 May 2 5, 2006. ..