Video Production Services for University of Hawaii System

RFP NO. 27-5832
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PROPOSAL APPENDIX FORMS
This document indicates the proposal requirements for the RFP which shall be submitted by
the deadline set for submission of proposals. Offeror shall complete the appropriate proposal
requirements, sign all appropriate forms, and attach (upload) the completed Appendices to
their HIePRO online RFP submission.
APPENDIX CHECKLIST
THE FOLLOWING APPENDICES IN THIS TABLE MUST BE COMPLETED AS PART OF
THE RFP AND SHALL BE UPLOADED WITH THE OFFERORS HIePRO SUBMISSION.
APPENDIX DESCRIPTION APPENDIX
Proposal Letter Appendix A
Business Classification Certification Statement Appendix B
Price Quotation Sheet Appendix C
Company History and Organization Appendix D
Project Narrative Appendix E
Offeror Qualifications Appendix F
References Appendix G
The University is not responsible for any issues with the uploading of the Appendices into
HIePRO.

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APPENDIX A
PROPOSAL LETTER
UNIVERSITY OF HAWAII
We propose to provide the video production services named in the Request for Proposals (RFP) No. 27-5832,
Provide Video Production Services for University of Hawaii System, Honolulu, Hawaii.
It is understood that this proposal constitutes an offer.
It is understood and agreed that we have read the University of Hawaii's specifications described in the RFP and
that this proposal is made in accordance with the provisions of such specifications. By signing this proposal, we
guarantee and certify that all items included in this proposal meet or exceed any and all such specifications.
We agree, if awarded the contract, to deliver goods or services which meet or exceed the specifications.
Respectfully submitted,
Legal Name of Offeror Date
Authorized Signature (original) (Typed Name) Title
Street Address Telephone No.
City, State, Zip Code Fax No.
Social Security OR Federal Tax Payer ID No. Email
Remittance Address (if different from street address) Hawaii General Excise Tax License No.
City, State, Zip Code
Location of Offeror's Plant
Offeror is: Individual Partnership Corporation* Joint Venture
State of Incorporation: Hawaii Other:
Is Corporate Seal Available In Hawaii: Yes** No
* Attach to this page evidence of authority of the above officer to submit an offer on behalf of the
corporation, giving also, the names and addresses of the other officers.
If yes, affix corporate seal
**
APPENDIX A

OPM Form 115
(Rev. 12/2022) RFP NO. 27-5832
APPENDIX B P a g e |3
BUSINESS CLASSIFICATION CERTIFICATION STATEMENT
CONTRACTORS: Please complete the information below. Terms used are taken from the U.S. Small
Business Administration (SBA) Rules and Regulations (https://www.sba.gov/) and the U.S. Code of Federal
Regulations (CFR). The term "controlled" refers to the management and daily operation of the business concern.
The company identified below (check all that apply):
1. IS NOT a small business concern as defined in the regulations
(If you checked here, STOP. GO TO CERTIFICATION BELOW.)
IS a small business concern, defined as one that is independently owned and operated,
is organized for profit, is not dominant in its field, meets the SBA size standard eligibility
(see reverse side of this form for examples of size standards), is registered and has its
status represented in the U.S. Government's System for Award Management (SAM)
database. See http://www.sba.gov/content/what-sbas-definition-small-business-concern.
2. IS a small disadvantaged business concern of which at least 51% is unconditionally and
directly owned and controlled by one or more socially disadvantaged and economically
disadvantaged persons who are U.S. citizens. See 13 CFR 124.105 for exceptions.
3. IS a women-owned small business concern of which at least 51% is unconditionally and
directly owned and controlled by one or more women who are U.S. citizens. See 13 CFR
127.
4. IS a HUBZone small business concern that meets the certification eligibility
requirements set by the U.S. SBA. See 13 CFR 126.
5. IS a veteran-owned small business concern of which at least at least 51% is
unconditionally and directly owned by one or more veterans or service-disabled veterans.
See 38 CFR 74.
6. IS a service-disabled veteran-owned small business concern of which at least 51% is
unconditionally and directly owned by one or more service-disabled veterans. In the case
of any publicly owned business, not less than 51% of the stock of which is owned by one or
more service-disabled veterans. The management and daily business operations of which
are controlled by one or more service-disabled veterans, or in the case of a veteran with a
permanent and severe disability, a spouse or permanent caregiver of such veteran. See 13
CFR 125.11 et al.
CERTIFICATION
I hereby certify the information supplied herein to be true and correct. (Any misrepresentation shall be subject to
the provisions stated in item B on the next page.)
Company Name:
Signature of Company Officer
Company Address: Print Name:
Title:
Date:
Type of Goods/Services:
North American Industry Classification System (NAICS) Code:
APPENDIX B

OPM Form 115
(Rev. 12/2022) RFP NO. 27-5832
APPENDIX B P a g e |4
A. A small business concern is one that is independently owned and operated, is organized for profit, is not
dominant in its field, has a place of business in the U.S., and operates primarily within the U.S. or makes
a significant contribution to the U.S. economy. Size standard eligibility is based on the average number of
employees for the preceding 12 months or on sales volume averaged over a 3-year period. See 13 CFR
121.201 for size standards identified by NAICS codes. The size standards for a few industries are shown
below and are subject to change at any time.
1. SPECIALTY TRADE CONTRACTORS - "Small" if average annual receipts for preceding 3 years do
not exceed $15 million.
2. CONSTRUCTION, GENERAL CONTRACTORS - "Small" if average annual receipts for preceding 3
years do not exceed $36.5 million.
3. MANUFACTURING - "Small" if 500 employees or less, except for some specific products which will
increase the complement of employees to 750 or 1,000.
4. TRANSPORTATION - "Small" if average annual receipts for preceding 3 years do not exceed the
amount shown for specific services.
$27.5 million - general freight trucking, local.
5. WHOLESALE TRADE, DURABLE AND NON-DURABLE GOODS - "Small" if 100 employees or less.
6. RETAIL TRADE - "Small" if average annual receipts for preceding 3 years do not exceed the amount
shown for specific products.
$7.5 million - hardware stores.
7. SERVICES - "Small" if average annual receipts for preceding 3 years do not exceed the amount
shown for specific services:
a) $27.5 million - computer systems design services, custom computer programming services
$20.5 million - security guards and patrol services
b) $18 million - janitorial services
c) $38.5 million - passenger car rental
d) $32.5 million - office machinery and equipment rental & leasing
e) $7.5 million - general automotive repair
Annual receipts of a concern which has been in business for less than 3 complete fiscal years means the
total receipts for the period the concern has been in business divided by the number of weeks in
business, multiplied by 52. See 13 CFR 121.104.
B. Notice. Under 15 U.S.C. 645(d), any person who misrepresents a firm's status as a small business
concern, a qualified HUBZone small business concern, a small business concern owned and controlled
by socially and economically disadvantaged individuals, or a small business concern owned and
controlled by women in order to obtain a contract to be awarded under the preference programs
established pursuant to 15 U.S.C. sections 637(a), 637(d), 638, 644, or 657(a), shall:
1. Be punished by imposition of fine, imprisonment, or both;
2. Be subject to administrative remedies including suspension and debarment; and
3. Be ineligible for participation in a program conducted under the authority of the Small
Business Investment Act of 1958.
APPENDIX B

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APPENDIX C
PRICE QUOTATION SHEET
Name of Firm _________________________________________________
Name of Authorized Representative ________________________________
Title of Authorized Representative _________________________________
Signature of Authorized Representative _____________________________
Date ___________________________
Total cost _____________________________________________________
Total cost shall be the fee to provide video production services, inclusive of all
hardware, software, man-hours, materials, resources, travel-related expenses,
overhead, and all applicable fees and taxes.
APPENDIX C

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APPENDIX D
COMPANY HISTORY AND ORGANIZATION
Provide information regarding the Offeror's company history and organization in the following
areas:
A. Provide a description of the Offeror's operation.
B. Provide a list of the Offeror's key personnel, description of their roles on the University's
project and a brief description of their qualifications and experience working with higher
education institutions.
APPENDIX D

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APPENDIX E
PROJECT NARRATIVE
Provide details on how the Offeror meets the creative development requirements and video
series requirements of the University as referred to in Section 2.4, Scope of Work as follows:
A. Provide a detailed plan that describes the approach to the project, outlines the
overall strategy, and specific messaging ideas and campaign objectives for each
video series.
B. Provide a work plan which includes a project management plan, rate structure, budget
tracking and expenditure reporting, plan to communicate with the University project team
(e.g., status reports, meetings to discuss progress), and a timeline for the production of
each video series detailing the cost of each milestone deliverable for creative development,
filming, editing, revisions, and final delivery of each video series. The aggregate cost of the
milestone deliverables shall be the same as the total cost entered in the Price Quotation
Sheet (Appendix C). The work plan shall also identify key University responsibilities for the
project.
C. Describe how Offeror will work with the University to develop key messaging themes to be
used in each video series.
D. Describe how Offeror will regularly update the University System marketing team on the
progress of the video production and address any concerns or changes, and describe how
Offeror will ensure that senior leadership or project managers are available to meet with
the University team through phone calls, emails, online meetings, or in-person meetings, at
no cost to the University.
APPENDIX E

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APPENDIX F
OFFEROR QUALIFICATIONS
Provide details on how the Offeror meets the qualifications in Section 2.5, Qualifications of Offeror
as follows:
A. Provide portfolio of work with the quantity, descriptions and dates of a variety of
comparable projects completed as evidence that the Offeror has at least TEN (10)
years of extensive experience working with higher education institutions
developing recruitment, marketing and brand awareness campaigns.
B. Provide description, including client name, reference contact person and telephone
number, of THREE (3) case studies or video production projects of similar scope and
purpose as the UNIVERSITY's project (at least ONE [1] case study or video
production project must be directly related to a higher education institution) that the
Offeror has executed within the last THREE (3) years with the following:
1) Creative visual storytelling and brand awareness for educational institutions.
2) Full video production pipeline-including scriptwriting, on-location filming, and post-
production editing, delivering high-quality video assets rooted in visual storytelling.
3) Modern approach to enrollment marketing where content formatting and visual
storytelling are creative and ties directly to institutional outcomes (increasing
enrollment, transfer success, graduation rates, student recruitment, adult learner
engagement, workforce development, institutional reputation), ensuring visual assets
operate as part of a cohesive strategy.
4) Optimized to engage specific target populations in Hawaii, across all of the following
audiences:
a. High school seniors and recent graduates (ages 17 to 18),
traditional college age students (ages 18 to 24) via short-form,
vertical, or social-first video frameworks.
b. Adult learners and career changers (ages 25 to 54), and working
professionals seeking degree completion or career advancement
via career-focused, flexible, or lifestyle-integrated video
narratives.
C. Identify any senior staff members who will be working on the University's project and their
experience coordinating communications or marketing in higher education.
APPENDIX F

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APPENDIX G
REFERENCES
Provide references of THREE (3) educational institutions or programs for whom similar
services have been provided. The name of the educational institutions or programs,
addresses, and name, title, phone number, and email address of at least ONE (1) contact
person currently employed at the institution or program shall be furnished. Offeror is highly
encouraged to select references of similar size, complexity, and demographic scope to the
University of Hawaii. The University reserves the right to contact the references for additional
information.
Institution or Program Name:
Address:
Contact Person (Name and Title):
Phone number and Email address:
Institution or Program Name:
Address:
Contact Person (Name and Title):
Phone number and Email address:
Institution or Program Name:
Address:
Contact Person (Name and Title):
Phone number and Email address:
APPENDIX G