proposal

“Mock” Request for Proposal

Request for Creation of Transmedia, Story-Based Code of

Conduct Learning Suite

December 27, 2019

Requested by:

Contact: R. Mark Moore

Chief Learning Officer Paris, France

[email protected]

Table of Contents

Invitation to Bid Project Overview ............................................................... 3

Submission Process & Timeline ........................................ 3

Selection Criteria ............................................................... 3

Organization of the Proposal ............................................. 4

Copyright ........................................................................... 4

The Business Need Orientation to Our Business and Strategy (Context) ........... 5

Environmental Scan Audience Description ........................................................ 6

Delivery Environment ....................................................... 6

Technology Infrastructure ................................................. 6

Proposed Solution Solution Requirements ...................................................... 8

Quality Assurance ............................................................. 8

Administration and Maintenance Issues ............................ 8

Request for Proposal Page 3

Invitation to Bid Organizational and Project Overview The World Customs Organization (WCO), established in 1952 as the

Customs Co-operation Council (CCC) is an independent Intergovernmental body whose mission is to enhance the effectiveness and efficiency of Customs administrations.

Today, the WCO represents 179 Customs administrations across the globe that collectively process approximately 98% of world trade. As the global centre of Customs expertise, the WCO is the only international organization with competence in Customs matters and can rightly call itself the voice of the international Customs community.

The WCO’s governing body – the Council – relies on the competence and skills of a Secretariat and a range of technical and advisory committees to accomplish its mission. The Secretariat, comprising over 100 international officials, technical experts and support staff of some nationalities.

As a forum for dialogue and exchange of experiences between national Customs delegates, the WCO offers its Members a range of Conventions and other international instruments, as well as technical assistance and training services provided either directly by the Secretariat, or with its participation. The Secretariat also actively supports its Members in their endeavors to modernize and build capacity within their national Customs administrations.

Besides the vital role played by the WCO in stimulating the growth of legitimate international trade, its efforts to combat fraudulent activities are also recognized internationally. The partnership approach championed by the WCO is one of the keys to building bridges between Customs administrations and their partners. By promoting the emergence of an honest, transparent and predictable Customs environment, the WCO directly contributes to the economic and social well-being of its Members.

Finally, in an international environment characterized by instability and the ever-present threat of terrorist activity, the WCO’s mission to enhance the protection of society and the national territory, and to secure and facilitate international trade, takes on its full meaning. Analysis training program. The program must teach the BA process as well as provide supporting documents, web-tools and job-aids to assist our staff in analyzing the business needs of its customers. The remainder of this Request for Proposal details our requirements

A critical element in our organizational presence is to provide strict guidelines concerning the code of conduct for custom officials throughout the world. To further this cause, we desire to create a story- based, transmedia learning curriculum that outlines the eleven key areas of our code of conduct (document is attached).

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The project consists of creating an instructional story focusing on providing instruction and directions on how to follow the code of conduct. We feel that Bandura’s Social Learning Theory emphasizing the importance of modeling behavior can serve as a basis for creating instruction that can impact custom agents throughout the world.

As an initial phase, we require an English, Spanish and French version of the course to be created. We will consider other translations of the curriculum in the future.

The curriculum is aimed at French, Spanish and English speaking custom agents who work throughout the world and who help protect borders and keep a careful watch on international trade.

We strongly desire a solution that cuts-across various media and provides various views of the elements within the code of conduct and show how the interaction of the elements influences professionalism and adherence to the WCO code of conduct. Transmedia uses different types of media to tell an instructional story and it is also known as the “cross-platform storytelling.”

Submission Process All proposals are due one week prior to the third Executive Session. No late proposals will be accepted. A soft copy document is expected in Canvas. A bidder’s conference to answer any questions will be held. Questions must be submitted in writing the morning of the bidder's conference.

If a vendor is chosen as a finalist, they will be required to present a 45 minute presentation of the proposal and to present a working prototype of any developed instruction. The vendor will then be requested to participate in a 15 minute question and answer session.

First, we expect a 40 page document providing in-depth information about your solution. This includes front and back cover and all appendices.

Second we expect a high level proposal limited to 10 pages. Appendices can be added and not count toward the 10 pages but are limited to 6 pages. We require a single-spaced, twelve point font and one inch margins on the document.

Date Activity December 28, 2019 RFP Issued January 26, 2020 Bidders Questions Due/Bidders Conference March 29, 2020 Proposal Due 8:00 AM. April 04, 2020 Vendor Presentations April 17, 2020 Final Prototype Due 6:00 PM

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Selection Criteria Vendor selection will be based on our assessment of five aspects of your submission:

Treatment and Story Idea: Comprehensive scope of the suggested transmedia, story-based solution; ability to cut across various media, ability to tell an instructional story, focus on behavior change and influencing how custom agents act.

Project: Quality of the people you would assign (as judged by resumes and face-to-face); your experience with similar projects; how you propose to handle shifts in project scope or timelines; integrity; availability of resources needed to complete project in a timely manner; your instructional design and development strategy, your project management strategy; your ability to deploy technological solutions to training problems and your quality assurance process.

Program Elements: Quality and variety of proposed training program and breadth of coverage of the proposed training. Engagement factors of solution, variety of media presentations. Ability to provide solution on mobile devices, via web site and through audio and visual means.

Time & Cost: They must be appropriate and reasonable. Focus is more on feasible timeline and activities than cost.

Proposal: Organization, clarity, and brevity (no longer than 10 pages for final proposal).

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Proposal Organization Your proposal should be organized into the following sections:

Executive Summary: Include an outline of your design solution, and time and cost to complete the work. Maximum of two pages.

Overview of the Solution: Provide an overview of the process you will undertake to develop the story-based, transmedia solution.

Instructional Solution: Describe the instructional underpinnings and ideas behind the implementation of your instructional story-telling solution and how the transmedia elements leverage the type of media upon which your various instructional messages are delivered. .

Technical Solution: Describe the technical requirements to house the suggested solution. How is the solution integrated across platforms? What software will be used to develop the solution? Why was particular software chosen? How will the information be integrated into our Cornerstone LMS? We desire mobile, web site, audio and visual access to the instruction.

Project Management and Schedule: Describe your approach. Include a high-level working plan outlining resources (yours and ours), phases, timelines, and deliverables. You should include a graphical - e.g. work plan as an appendix.

Budget: We desire a comprehensive budget outlining initial cost for the project and any potential on-going costs..

Corporate Capabilities: We are looking for experts on BA, please list all appropriate credentials and background of your company in this area. List similar projects you have completed in the past and the specific clients for whom you have completed the projects.

Appendices: In addition to any other appendices you choose to add, include client references and resumes of the core team members. In this section, you may want to include prototype screens.

Copyright The content of this RFP is confidential to WCO and those vendors asked to bid. Your proposal will be treated as WCO property. This RFP is to remain with the designated corporate representative and should be treated as proprietary and confidential. Upon awarding of the contract, the terms of the proposal become available in the public domain.

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The Need

Orientation (Context) The WCO wants to ensure that its code of conduct is understood and followed around the world. We want an engaging, exciting curriculum based on narrative.

We want to ensure the vendor is not just “story-telling” but is providing a sound instructional approach. We current do not have a comprehensive, standard approach to teaching the code of conduct and feel and engaging, exciting narrative modeling the behaviors that must be followed will provide the type of instructional outcome we desire in terms of allowing the learners to gain insight into the proper application of the concepts within the code of conduct.

We don’t simply want custom officials to take the instruction and memorize “dos” and “don’ts.” We want the instruction to have an impact.

We currently cannot mandate our code of conduct instruction and therefore, must have as engaging instructional narrative as possible.

We will offer the instruction to custom agents throughout the world who will access the instruction through our Learning Management System which is based on the Cornerstone platform.

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Environmental Scan

Audience Description

The target audience for the instruction will consist of both custom agents and administrators of custom offices throughout the world who speak English, Spanish or French.

The typical agent has the following types of background:

Must take and pass a Customs Officer entrance examination. The entrance examination is a three-part test that covers logical reasoning skill and an assessment of job-related experiences and achievements.

Must pass a urine drug test: tentative selectees for this position will be required to submit to a urine drug screen for illegal substances prior to appointment. Custom agents are typically designated for testing for illegal drug use; after hiring, incumbents are subject to random testing. In addition to drug screening, candidates must meet specific medical and physical requirements.

Agents are typically younger than 37 at the time of selection.

Potential agents typically appear before an oral interview panel and demonstrate abilities and other characteristics important to Custom Agent positions. Among these are interpersonal skills, judgment, and problem-solving abilities.

Agents use automated systems on the job and are able to navigate basic web browser software.

Delivery Environment We desire the instruction to be available via the latest version of IE, Chrome and Safari browsers. We also anticipate learners accessing the content via tables, PCs type devices as well as mobile phones. The instruction needs to run seamlessly across all devices.

Technology Infrastructure As indicated previously, we use the Cornerstone LMS. We would like track the knowledge gained through the story-based curriculum.

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Proposed Solution

Solution Requirements

The solution needs to be cross-platform and be available, via various browsers (as indicated above) and integrated with mobile and web- based.

Quality Assurance We expect the vendor to coordinate testing efforts with the WCO in

terms of compatibility issues as well as usability issues. We except high quality instructional programs free from errors.

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Admin and Maintenance We desire the ability to maintain and change any instructional materials provided to us. We do not want to license the materials the vendor develops of the instructional modules. Training materials provided by the vendor must be written in a software language that is not proprietary. The materials must be created in a manner so that we can maintain the materials without intervention from the vendor if future needs arise.