STATEMENT OF WORK COUNCIL OF COLLEGES AND MILITARY EDUCATION (CCME) ANNUAL SYMPOSIUM 1.0 INTRODUCTION Council of Colleges and Military Education (CCME) Annual Symposium and CCME Board Planning Committee Meetings 1.1 PURPOSE/BACKGROUND: CCME plans to obtain Request for Proposals to award a three year contract with two option renewable years for hotel site negotiation and selection, event management, registration, and exposition services for its annual Symposium to be held in the months of January through April for the years of 2011, 2012 and 2013. CCME is a not-for-profit organization and was founded 36 years ago to promote, encourage, and deliver quality education to service members and their families in all branches of the armed services. Its membership is principally composed of military educators, civilian educators, postsecondary educational institutions, and suppliers of quality education products and services. The CCME Symposium is the largest annual forum in the country with an expected attendance ranging from 600 to about 1000 participants. The annual Symposium facilitates the networking and interaction of the key leadership across these organizations in an environment that is focused on enhancing and optimizing voluntary education opportunities for the service member and their families. 1.2 ANNUAL SYMPOSIUM WEEK OVERVIEW: Historically, the annual CCME Symposium has been conducted during the months of January and February. A requirement will exist for approximately 20-25 guest rooms for CCME Board members to arrive on the Friday prior to the official Symposium start date with the remainder of the organization’s attendees arriving the following Sunday. Conference participants will depart on the following Friday of the Symposium week. 1.3 BOARD MEMBER PLANNING MEETINGS (twice a year) There is a requirement for 20-25 rooms on two additional weekends (Thursday – Saturday) or weekday for CCME Board members throughout the year to meet for planning purposes. This is a two day meeting where the CCME Board members meet to discuss progress to develop their strategic action agenda and to direct the Board’s ongoing and new activities for planning the Symposium through the year. It is anticipated that approximately 20-25 members will attend these two planning meetings in the spring and fall prior to the annual Symposium. 1.4 EVENT HISTORY: 2010 Nashville, TN (Renaissance) – February 15-18 (estimated 800-1000 attendees) 2009 Honolulu, HI (Marriott) – January 26-29 (620 conference attendees) 2008 San Francisco, CA (Marriott) – February 18-21 (856 conference attendees) 2007 Monterey, CA (Portola Hotel) – January 22-25 (651 conference attendees) 2006 Reno, NV (John Ascuaga's Nugget Casino Resort) - January 29 – February 2 (464 conference attendees) 2005 New Orleans, LA (Marriott) – February 7-10 (366 conference attendees) 2.0 SCOPE 2.1 The hotel shall provide the facilities and services necessary to perform the requirements of this contract including, but not limited to, guest rooms, meeting rooms, refreshments, food and beverage requirements, audiovisual equipment, and business center services. Hotel must address all requirements specified in the Statement of Work, in order to be considered for award. 2.2 The Offeror shall provide the hotel site negotiation and selection options, event management, registration and exposition services for the Symposium as a complete package per the requirements of the Statement of Work. 2.3 The effective date of the award of this offer shall be announced 30 days after the Request for Proposal date closes. The Offeror shall begin contract performance for the hotel negotiation and representation immediately upon contract award. The remainder of the contract requirements will begin March 2010. 3.0 HOTEL REPRESENTATION 3.1 The Offeror will act as the event management administrator on behalf of CCME Board and perform the duties mutually agreed upon between the two parties and upon the award of the contract. The Offeror will negotiate hotel agreements for the CCME Annual Symposium, Board Planning Meetings, and Exhibition services. The Offeror shall assist in negotiations for exhibitor spaces with the host facility and make all necessary arrangements for the facility services and maintain ongoing communications with host facility. 4.0 REGISTRATION 4.1 The Offeror shall provide experienced and knowledgeable staff for online and on-site registration support for CCME Symposium including check-in, name badge production and distribution, payment processing, and development and communication of information regarding registration policies and procedures, and the CCME Symposium agenda. 4.2 The Offeror shall use CVent as primary registration tool, 4.3 The Offeror shall provide daily reconciliation of on-site and on-line registrations. 4.4 The Offeror shall create a post-event invoice to collect amounts outstanding; follow up the invoice with a professional telephone contact to ensure the invoice was received by the correct party and inquire as to when invoice will be paid in full. This will continue until collection is complete or upon the termination of the 3-year contract, at which time a list of outstanding debt will be provided to the Board. 4.5 The Offeror shall provide regular reports on all data collected during registration and a post-symposium report for planning the next Symposium. 4.6 The Offeror shall provide sufficient computer equipment to support onsite registration for estimated number of Symposium attendees. 4.7 The Offeror shall provide shipment of registration materials and equipment to Symposium site. 4.8 The Offereror shall serve as liaison with hotel for set up and performance of onsite registration activities during the Symposium. 5.0 EVENT ADMINISTRATOR 5.1 The Offeror shall designate a contract Event Administrator to serve as a single point of contact for the coordination of all event administration and activities during the Symposium. The Offeror shall also designate an Alternate Event Administrator in the event the event administrator is absent. 5.2 The Offeror shall notify the designated CCME Board member in writing of any intended replacement for the event administrator or alternate event administrator. 5.3 The Offeror will submit expenses incurred that are reimbursable by CCME but are limited to the following: round trip travel to the Symposium, housing during the Symposium, ground transportation, gratuities and meals. Limitations on travel expenses: air travel (coach); car rental (full size); lodging (standard room at conference rates); and meals not to exceed government per diem rate of Symposium site. 5.4 Limitations on number of event management staff covered under this provision: No more than 1 event management representative for CCME Board meetings. No less than 2 or more than 4 event management representatives for annual Symposium (dependent on size of Symposium). 6.0 MANDATORY REQUIREMENTS 6.1 The hotel shall be compliant with the Hotel and Motel Fire Safety Act of 1990 15 U.S.C. 2201 et seq, (Public Law 101-391), and must hold a FEMA certification number. 6.2 The hotel shall be compliant with Americans w/Disabilities Act, 42 U.S.C. Section 12101 et seq. (ADA). 6.3 The hotel shall have one of the following quality ratings: First class or higher per the Official Hotel Guide; Three crowns or higher per the OAG Business Travel Planner; Three diamonds or higher per AAA; or Two stars or higher per the Mobil Travel Guide. 6.4 The hotel shall provide a written quote outlining all the services and rates to be provided. 6.5 Following evaluation of the written quotes by the CCME Board, if deemed necessary, the CCME Board may schedule site visits, Event Administrator, at its discretion to evaluate the condition, services, and location of the proposed facilities. Not all facilities that submit a quote will be inspected. 6.6 Availability of shoulder dates and rates will not be a consideration. 6.7 Offeror must submit a completed copy of the Green Facility Checklist with their quote, which will be evaluated with other aspects of the quote as part of the facility condition? Information can be found at http://www.epa.gov/oamhpod1/oppts_grp/0412344/green.pdf. 6.8 It is CCME’s intent to support this event. It is also understood that this Statement of Work (SOW) and this event may be affected by acts of war, or in response to or preparation against acts of terrorism or nationally significant emergency. If government employees cannot participate because of effects of incidents of national significance, CCME will notify hotel to change the requirements for this event. Such acts or occurrences would include, but not be limited to, one or more of the following acts or occurrences or similar acts or occurrences: • Acts of God • Hazardous weather conditions (forecasted or actual) • War (declared or undeclared) or specific threat of War • Government regulations restricting travel including: governmental advisories, quarantines or curfews, or banned travel. • Strikes, labor disputes, picketing or work stoppages by employee or agents of vendors whose service is material to the success of the Conference (exception: neither party may terminate nor suspend its performance under this SOW for strikes, labor disputes or work stoppages involving its respective employees or agents), actual or threatened secondary strikes by other unions that would have a material effect on the meeting. • Any event or occurrence creating a significant risk to the health or safety of anticipated attendees. • Damage or harm to the city or region where the host facility is located materially affecting basic city services. • Civil disorder. • Terrorist Acts and/or specific threats of terrorism occurring after execution of an agreement with the facility, as determined by either the U.S. Department of Homeland Security, the U.S. Overseas Security Advisory Council, the U.S. State Department, and/or other valid sources or Indicators on a case by case basis), acts of domestic or foreign enemies. • Cancellation of restriction of commercial air travel preventing some or all of the anticipated attendees from attending or arriving at the Conference within twenty four (24) hours of their scheduled arrival times. • Outbreak of disease in the host city or region or cities from where anticipated attendees would be traveling, as reported by the World Health Organization or the U.S. Center for Disease Control. Partial Performance: If a party is able to perform its obligations in part, but not in whole, the obligations that are negatively affected by acts or occurrences beyond that party’s control may be suspended or terminated without liability. Should CCME decide to continue with the event as scheduled, no performance attrition damages will apply for guestroom or catering food and beverage minimums, and none are allowed under this Statement of Work. CCME will notify the hotel in writing within a commercially reasonable time following any of the occurrences or events outlined above. 7.0 ROOM REQUIREMENTS 7.1 The number of sleeping rooms needed for the annual Symposium week will be from Friday through Thursday: at least five (5) complimentary suites for Executive Board members (if provisions of paragraph of this document 8.1 are met), at least 15-20 standard rooms for remaining Board members; Sunday through Thursday: approximately 500+ standard rooms needed for guests, the largest volume of which will be needed on Monday and Tuesday with increased attrition on Wednesday and Thursday of the Symposium week. 7.2 The dates are flexible within a one month period from mid January to late March timeframe for years of 2011, 2012 and 2013. Approximately 1/3 of the guests would need the Government/Military rates, if not more, so availability of that reduced rate would be CCME’s initial benchmark for budget. CCME would be willing to negotiate cost of rooms based on location but prefer to keep the standard room rate under $200. 7.3 Room Block and Rates: The hotel shall provide the guest rooms at the current Federal lodging rate or less. The hotel shall guarantee that these rates are applicable for the contracted annual Symposium dates agreed upon. All room nights will be paid by “Individual Call Ins” from guests or separate organizations participating in the Symposium. A minimum of 25% of rooms will be at the local government per diem rate with remainder at contract rate. 7.4 The CCME Board rooms should also be set up as a block, prior to the release of the block to attendees. Request room attrition rate at 80% in case of military attendees’ cancellations that may occur from last minute duty requirements. 7.5 Reservation Procedure: The CCME Board shall provide a designated Project Officer to serve as a single point of contact for the coordination of all reservations. CCME shall also designate an alternate Project Officer in the event the Project Officer is absent. The hotel will receive, at least 3 weeks prior to the start of the event, a complete rooming list, including each individual’s name, address, payment instructions, actual arrival/departure dates, and type of occupancy of accommodations desired. The annual Symposium lasts four days. Most participants will check in the day before the conference and check out the day after the conference except the CCME Board members who will arrive on Thursday prior to the Symposium week. 7.6 "Overflow Hotel" Reservation: In the event the CCME annual Symposium fulfills the attrition room rates of the contract block room requirement, the host hotel shall, at its expense, secure a guest hotel comparable or better quality hotel and provide transportation to and from the overflow hotel for the length of time of the Symposium. The hotel shall notify the contract event administrator and the designated CCME Board member of the need to secure an overflow hotel. The hotel shall make every effort to ensure Symposium participants are near in proximity to the “headquarters” hotel to participate in the Symposium. Failure to accomplish the above will indicate a failure to meet performance requirements on the part of the Offeror. 7.7 Guaranteed Late Arrival/Cancellation: The individual attendee will guarantee their reservations for late arrival. The hotel shall not release any room that is booked by the individual attendee unless the individual attendee cancels the booking or if the attendee does not arrive the day after his/her expected arrival day. The hotel shall specify its normal commercial practice for late arrival/cancellations. 8.0 COMPLIMENTARY ROOMS 8.1 The hotel will extend to CCME at least one (1) complimentary room night for every 50 revenuegenerating guest room nights occupied by the group on a cumulative basis. Complimentary rooms would be assigned and controlled by the offeror designated Event Administrator and the designated CCME Symposium Project Coordinator. Complimentary rooms are applicable only during the Symposium dates. 9.0 SPECIAL CONCESSIONS 9.1 In consideration of the room night commitment and the functions identified in the CCME’s Function Information Agenda/Schedule of Events, the hotel will provide CCME the following special concessions based on a minimum of eighty-percent (80%) of fully paid room nights utilized: 1. 2. 3. 4. 5. 6. At least five (5) category upgrades to a One Bedroom Suite will be extended to the CCME Board at the special group room rate plus taxes during the dates of the Symposium Upgrades would be assigned and controlled by the contract Event Administrator and a designated CCME Board Member symposium point of contact. At least twenty (20) category upgrades to rooms will be extended to the CCME Board at the special group room rate of during the dates of symposium. Upgrades would be assigned and controlled by the Event Administrator and a designated CCME Board Member point of contact. At least twenty (20) VIP Welcome Amenities (Deluxe Snack Packs – non alcoholic) to be assigned by the designated CCME Board Event Coordinator. At least five (5) VIP Welcome Amenities (Deluxe Fruit Basket – non alcoholic) to be assigned by the designated CCME Board coordinator. Double Hotel Reward Planner Points – (state a maximum for Hotel Reward Planner). CCME Board Members access to Concierge’s Lounge the week of the Symposium. 10.0 MEETING ROOMS AND SPACE REQUIREMENTS 10.1 Symposium Meeting Room Block and Rates: The hotel shall provide meeting rooms and function spaces during the Symposium. The estimated maximum quantity of meeting rooms and days needed are as follows: 10.2 Meeting space on the Sunday and Monday prior to the Symposium and Friday following the Symposium will likely be requested by attending organizations in conjunction with the CCME Symposium. 10.3 Saturday – Friday: (classroom) meeting space (1-2 rooms) to be used as a CCME Board workroom for approximately 10-30 people, as needed throughout the day. 10.4 Monday – Thursday: Exhibit space for approximately one-hundred 10” booths and room for all attendees (800-1000 attendees) to walk through. Typically open from 7:00am until 4:00 pm. 10.5 Tuesday, Wednesday and Thursday: (prefably classroom style set-up), large room for General Session meetings (600-800 attendees), 8:00am to 5:00pm. 10.6 Monday and Wednesday: (classroom/theater) 8 – 12 rooms from 9:00am to 4:00 pm to be used for Breakout Sessions; 20-60 people at each. 10.7 Monday evening: banquet room for an opening reception for all attendees (800-1000 attendees). 10.8 Tuesday afternoon: banquet room for luncheon to seat all attendees. 10.9 Thursday evening: room for symposium banquet with room to seat all attendees. 10.10 Request that majority of the rooms be in close proximity to the registration area. These rooms must have adequate sound proofing to avoid disruption by other facility activities. All rooms shall be ADA compliant. Rooms must have controllable lighting and room darkening so that AV equipment is easily viewable. 10.11 Centrally located symposium registration area. 10.12 Any proposed meeting space with columns or other obstructions that restrict vision or set up of meeting rooms must be identified in the quote and will be considered as part of the facility conditions. 11.0 CONFIRMATION OF PROGRAM: 11.1 A designated CCME Board member will provide the hotel and contract event administrator with a tentative program within 30 days in advance of the Symposium and a final program to the hotel and contract event administrator within 5 days prior to the start of the Symposium. 12.0 CHANGE IN FUNCTION TIMES: 12.1 Changes to the agenda that impact the start and end times of specific events are subject to change and such changes shall be communicated by the designated CCME Board member to the Event Coordinator for coordination with hotel. (For example: A meeting originally scheduled from 9:00am to 10:30am may be changed to start at 10:00am and end at 11:30am). 13.0 CCME SIGNAGE: 13.1 The Hotel, in coordination with the Event Coordinator, l provides meeting signage at appropriate locations. 14.0 FOOD AND BEVERAGE REQUIREMENT: 14.1 Shall propose and include a menu for all breaks as part of the complete meeting package. All bids must be inclusive of fees, service charges, or allowed taxes. CCME will provide firm numbers for the food and beverage events seven days prior to the meeting. 14.2 The Hotel shall provide a tentative food and beverage cost packages for 800-1000 attendees during the Symposium as follows: Tuesday – Thursday: morning and afternoon coffee/snack breaks in exhibit areas Monday evening: Speakers reception, light hors d’ oeuvres, open bar Monday evening: President’s reception, heavy hors d’ oeuvres, passed or buffet Tuesday afternoon: luncheon, buffet or plated Thursday evening: reception dinner, buffet or plated 15.0 AUDIOVISUAL EQUIPMENT AND BUSINESS CENTER SERVICES 15.1 A complete list of available audiovisual equipment and proposed prices must accompany the quote and will be considered a factor for evaluation. All AV fees, internet services, labor set up, and services charges must be identified and included in bids. Bidder shall provide the listed support services as part of all the meeting room and space requirements. 15.2 The Symposium shall need A/V equipment in the breakout rooms (Monday and Wednesday) and the room for the General session (Tuesday – Thursday). A requirement of projection screens, computer amenities, sound equipment, podiums, microphones, projection and recording capabilities to include internet in all of the above. 16.0 REPORTS 16.1 The hotel shall provide the designated CCME Board member and Event Coordinator with interim accounting reports for review prior to submitting invoices. 16.2 These reports as well as all invoices shall be approved by the designated CCME Board. 16.3 The hotel shall provide written confirmation of meeting rooms and services that are ordered by the designated CCME Board member in the form of Banquet Event Orders (BEO)s. The written confirmations shall be in the format agreed upon by the hotel and the designated CCME Board member. 16.4 The hotel shall provide the designated CCME Board member with a guest room pickup report that includes the following information 30 days prior to the Symposium: Listing of individuals, by last name, in the CCME block of rooms; Arrival and departure date of each reservation; Total number of room nights of each reservation; Total number of room nights actually picked up in the CCME block of rooms; 16.5 The hotel shall provide the designated CCME Board member with a final revenue report with the final invoice. This report shall contain the following information: The total for box handling fees The total for audio visual equipment rental The total for meeting room rental The total for meeting food and beverage 17.0 EXPOSITION AND DISPLAY SERVICES 17.1 The Offeror will be responsible for all exposition and Display services coordination and management and will report to a designated CCME Board member and CCME Board on behalf of CCME. The Offeror must address the exposition and display of sale categories listed (17.1, A-P) in this contract and reach mutual agreement on categories upon award of this contract. A. B. C. D. E. F. G. H. I. J. K. L. M. N. O. P. Sale of Display Space Remuneration Fire protection and Safety Liability and Insurance Exhibit Management, Production and Operation Materials, Equipment and Services Responsibility and Compliance Security Arbitration Clause Cancellation Policy Exhibitor Services Kit Exhibitor Registration Installation and Dismantling of Exhibits Exposition Specifications Program Advertising Termination Clause 17.2 The Offeror will submit 50% of collected Exhibitor fees to the CCME Treasurer, 60 days prior to the annual Symposium start date. Remaining collected Exhibitor fees will be submitted to the CCME Treasurer, no later than 30 days from the conclusion of the annual Symposium 18.0 SPONSORSHIP MANAGEMENT 18.1 CCME shall be responsible for acquiring sponsors. The Offeror shall be responsible for sponsorship management which will include coordination and management to maintain a list of symposium sponsors, collection of all fees from sponsors, and submission of a sponsorship budget report, to include collected fees, to the CCME Treasurer on a bimonthly basis. The Offeror will conduct this service annually as part of the contract award. 19.0 TERMINATION 19.1 Termination for Default. After award CCME, by written notice, may terminate the contract with a 90 day notice to the contractor for failure to perform any of the requirements of the contract. In such an event, CCME will be liable for payment for contract services rendered prior to the effective date of termination. In addition, the contractor shall be liable for services including the excess costs of reproducing supplies and services provided; if the contractor is not in default; or the contractor’s failure to perform is without his/her subcontractor’s control of negligence, the termination shall be deemed a “Termination for Convenience”.