Statement of Work (SOW) LEAD GENERATOR FOR INVESTMENT ROADSHOW EVENT IN TAIPEI, TAIWAN

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1 Statement of Work (SOW) LEAD GENERATOR FOR INVESTMENT ROADSHOW EVENT IN TAIPEI, TAIWAN 1. BACKGROUND & PURPOSE The Canadian Trade Office in Taipei in collaboration with the Consider Canada City Alliance (CCCA) and the Investor Outreach division of Global Affairs Canada is planning a seminar and an investment matchmaking session ( Event ) on April 19, 2016 in Taipei. The Event will include a Robotics seminar followed by a series of one-on-one business-to-business (B2B) meetings at which delegation members of the CCCA will discuss investment projects with potential Taiwanese investors. The CCCA delegation will be comprised of senior executives from economic development agencies representing eight of Canada s largest cities. To that end, Global Affairs Canada is seeking the services of a local lead generator with in-market expertise to: (1) help recruit targeted Taiwanese companies to participate in the seminar as well as the B2B investment matchmaking session. 2. TARGET AUDIENCE 2.1 Seminar participants: Companies identified as targets or potential investors from key sectors. Participants shall include decision makers and C-level/senior-level executives within Taiwanese companies that have a potential to invest. 2.2 B2B meeting participants: companies across industry sectors 1 who are qualified leads with a confirmed desire and capacity for greenfield investments, for expansion of existing facilities, or for investing in R&D opportunities/partnerships. Parameters for B2B participants: Size of company (small, medium, large) Number of jobs created (10-50 or more) Have desire, capacity to invest in the next (6 months, 1 year, 2 years or more) Have overseas investment or expansion plans Are interested in North American market (and/or Canada in particular) Not consultants/intermediaries Not sales offices Note on intermediaries: consultants, accounting firms, lawyers representing potential investors are not considered to be targets for the B2B meetings. 1 Fourteen (14) industry sectors have been identified as key for attraction of foreign direct investment into Canada. These include: agri-food processing, aerospace, automotive, machinery equipment, plastics and chemicals, wireless, software, digital media, biopharmaceuticals, medical devices, renewable energy, environmental technologies, business services and financial services. Additional feedback regarding sectors of interest from each of the participating cities will be made available as soon as possible.

2 3. TASKS and DELIVERABLES 3.1 Market Briefing: Participate in market briefing for participants in the event on Monday, April 18 ( ) offering perspectives on B2B program and on contact generation. 3.2 Robotics Seminar: Research, identify and generate list of additional investor targets to supplement the Trade Office s existing list of investment targets. Manage the recruitment and RSVP process. (Note: e-invitations for recruitment will be provided to Contractor by Global Affairs Canada.) Make follow-up calls to confirm attendees and respond to any inquiries that arise during the recruiting process. Provide weekly updates to Global Affairs Canada on the recruitment of seminar attendees. Secure and confirm the participation of local business executives representing Taiwanese companies for the seminar. Prepare and provide an initial list of confirmed companies and business executives for the seminar with their contact information by COB Tuesday, April 12, Provide the final list of confirmed companies and executives who have accepted invitation to participate in the seminar by COB Friday, April 15, Send out reminder to all confirmed participants on Monday, April 18, Prepare an end-of-event report focusing on event evaluation, outcomes and follow-up recommendations by April 30, B2B Meetings: Review material on participating Canadian cities that will be provided by Global Affairs Canada. Provide recommendations on the best approach for B2B recruitment for the purpose of identifying the most advantageous matchmaking from both cities and companies perspectives. Research, identify and generate names of potential Taiwanese companies to take part in B2B meetings with Canadian cities and with the two Canadian keynote speakers. Conduct calls with cities if/when necessary for consultations in order to optimise matchmaking results. Provide weekly updates to Global Affairs Canada on the recruitment for B2B session. Secure and confirm at least Taiwanese companies to participate in at least 5 meetings for each of the Canadian cities in minutes per meeting. (Note: 11 Canadian cities will participate.) Secure and confirm meetings for the two Canadian keynote speakers as needed. Prepare and provide an initial B2B meeting schedule and short profiles (2-3 paragraphs) of confirmed companies participating by COB Friday April 8, Participate in the B2B matchmaking event to assist in managing B2B meetings. Provide the final B2B list of confirmed companies, company profiles and schedule by COB Friday, April 15, 2016 Send out reminder to all confirmed participants on Monday, April 18, Page 2 of 6

3 4. BENEFITS Global Affairs Canada benefits from the local Contractor s deep market knowledge and experience based on pragmatic research and support. Knowledge: the Contractor has in-house knowledge of the Taiwanese market and experience in delivering tactical B2B investment matchmaking programs for other international investment promotion agencies (IPAs). Network: has wide connection into local resources and close relationships with businesses and organizations in multiple industries in the Taiwanese market. Flexibility: ability during the recruitment process to influence/recommend how and when Global Affairs Canada/Trade Office should adapt to any changing situation, to ensure objectives are met. Efficiency and communication: the work will be carried out on a tailor-made basis by trained inhouse consultants providing a highly efficient process. 5. TIMELINES The total timeline for the project will be from contract award until April 30, Project kick-off and briefing Week of March 7 Finalise list of B2B & Seminar invitees March 21, 2016 Send invitations for Seminar and B2Bs to final list of approved companies Invitation follow-up and weekly status update to project manager March 25, 2016 Weekly Calls with CCCA members (if necessary) for optimal matching results March/April 2016 Preliminary list of confirmed seminar attendees April 12, 2016 Preliminary B2B package ( participants, schedule & company profiles) April 12, 2016 Final B2B package for CCCA (schedule & company profiles) April 15, 2016 Final list of seminar RSVPs April 15, 2016 Feedback April 30, COSTS Page 3 of 6

4 Costing structure should be based on tasks and deliverables. All payments shall be made by the Trade Office or Global Affairs Canada by electronic funds transfer and the final payment will be made within 30 days upon receipt of invoice from Contractor. Page 4 of 6

5 1. Mandatory Requirements Bid Closing Evaluation Criteria MANDATORY REQUIREMENTS 1.1 Bidders must provide the necessary documentation to support compliance with the following Mandatory Requirements at bid closing time. Any offer which fails to meet the following mandatory requirements will be deemed non-compliant and will not be given further consideration. Bidders should address each criterion separately. 1.2 Mandatory Criteria M.1. The Bidder must have experience, within the last five (5) years, in delivering tactical lead generation event programs in the Taiwanese Market. Such experience must be demonstrated clearly through 1-2 strong examples based on work done for other governments and/or economic development organisations and/or investment promotion agencies. For each example, please provide reference(s) with contact information. M.2. The Bidder must include in the proposal details on proposed team/resources who will be assigned to the project. Assigned resources must have relevant experience in delivering projects that were similar in scope and complexity to the requirements of the SOW (as outlined in Appendix A). M.3. The Bidder must provide as part of its submission the proposed approach for this project to indicate a clear understanding of the requirements and explain how it will deliver on project needs. M.4. The Bidder must submit a Financial Proposal, including all project costs. The financial Proposal must be submitted as a separate package in a separate envelope to the technical proposal. No financial information may appear in the technical proposal. Note: To enable the evaluation team to easily find the information, the following chart should be in the front of the technical proposal. Page 5 of 6

6 POINT RATED REQUIREMENTS 2. Point Rated Criteria 2.1 The Bid will be evaluated against the Point Rated Technical Criteria as stated below. Bidders are to provide the referenced page number in the proposal of where the requirement is met or addressed. 2.2 Proposals having successfully met ALL of the mandatory criteria will be evaluated and pointrated against the criteria listed below. Bidders must receive a minimum overall technical rating score of 70% (70 out of 100 points) in order to be further evaluated on the basis of their financial proposal. 2.3 Point-rated Criteria PR.1. (20 Points) The Bidder must demonstrate experience (through 1-2 past examples) in providing lead generation services to governments and/or economic development organisations to support B2B events and programs. This will be rated using the following criteria: PR 1.1 (5 Points) Examples are relevant and similar in scope and complexity to SOW PR 1.2 (10 Points) Demonstrate Bidder s capability in achieving lead generation targets and results PR 1.3 (5 Points) Demonstrate Bidder s experience in the Taiwanese market PR.2. (60 Points) The Bidder must explain clearly the proposed approach and methodology for this project to indicate an understanding of the requirements and provide sufficient detail to allow a complete comprehension of how the Firm will deliver in relation to the requirements of the SOW. The proposed approach must: (1) clearly demonstrate an understanding of objectives and deliverables; (2) include a detailed description of how the Firm will identify, generate and recruit qualified leads for the seminar and B2Bs; and (3) identify anticipated challenges and risks along with risk mitigation strategies and tactics. The proposed approach and methodology will be rated using the following criteria: PR 2.1 (15 Points) Approach is reflective of project objectives and requirements PR 2.2 (15 Points) Approach is strategic and clearly explains how Bidder will meet project needs PR 2.3 (15 Points) Approach is flexible (in terms of alternatives and options) PR 2.4 (15 Points) Approach includes risk assessment and mitigation solutions PR.3. (20 Points) The Bidder must demonstrate experience of the proposed project team in relation to project requirements as identified in the SOW. Team experience will be rated using the following criteria: PR 3.1 (10 Points) Relevant to project requirements PR 3.2 (10 Points) Availability of back-up resources (if needed) Page 6 of 6