05 95332423Q0041.pdf

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

1. REQUISITION NUMBER PAGE 1 OF

2. CONTRACT NO. 3. AWARD/EFFECTIVE

DATE

4. ORDER NUMBER 5. SOLICITATION NUMBER 6. SOLICITATION ISSUE

DATE

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME b. TELEPHONE NUMBER (No collect calls)

8. OFFER DUE DATE/

LOCAL TIME

9. ISSUED BY

13b. RATING

14. METHOD OF SOLICITATION

CODE

15. DELIVER TO 16. ADMINISTERED BY CODE

18a. PAYMENT WILL BE MADE BY CODE 17a. CONTRACTOR/

OFFEROR

CODE

FACILITY

CODE

CODE

TELEPHONE NO.

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN

OFFER

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK

BELOW IS CHECKED

RFQ IFB RFP

SEE ADDENDUM

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

(Use Reverse and/or Attach Additional Sheets as Necessary)

25. ACCOUNTING AND APPROPRIATION DATA 26. TOTAL AWARD AMOUNT (For Govt. Use Only)

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

DELIVER ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY

ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED

29. AWARD OF CONTRACT: REF.

DATED . YOUR OFFER ON SOLICITATION

(BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

30a. SIGNATURE OF OFFEROR/CONTRACTOR

30b. NAME AND TITLE OF SIGNER (Type or print) 30c. DATE SIGNED

31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

31b. NAME OF CONTRACTING OFFICER (Type or print)

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND

OFFER

13a. THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

SEE SCHEDULE

12. DISCOUNT TERMS

ARE ARE NOT ATTACHED

ARE ARE NOT ATTACHED

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA

11. DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

10. THIS ACQUISITION IS UNRESTRICTED OR SET ASIDE: % FOR:

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

WOMEN-OWNED SMALL

BUSINESS (WOSB)

ECONOMICALLY

DISADVANTAGED

WOMEN-OWNED SMALL

BUSINESS (EDWOSB)

8 (A)

NAICS:

SIZE STANDARD:

STANDARD FORM 1449 (REV. 3/2005) BACK

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED:

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE

41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42a. RECEIVED BY (Print)

42b. RECEIVED AT (Location)

42c. DATE REC'D (YY/MM/DD) 42d. TOTAL CONTAINERS

40. PAID BY

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f. TELPHONE NUMBER OF AUTHORZED GOVERNMENT REPRESENTATIVE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

33. SHIP NUMBER 34. VOUCHER NUMBER 35. AMOUNT VERIFIED

CORRECT FOR

PARTIAL FINAL

37. CHECK NUMBER

38. S/R ACCOUNT NO. 39. S/R VOUCHER NUMBER

36. PAYMENT

COMPLETE PARTIAL FINAL

95332423Q0041

TABLE OF CONTENTS:

Listing of Incorporated Purchase Requisitions Section B - Supplies or Services and Prices/Costs Section C - Description/Specifications/Work Statement Section D - Packaging and Marking Section E - Inspection and Acceptance Terms Section F - Delivery or Performance Section G - Contract Administration Data Section H - Special Contract Requirements Section I - Contract Clauses Section J - List of Documents, Exhibits, and other Attachments Section K - Representations, Certifications, and Other Statements of Offerors Section L - Instructions, Conditions and Notices to Offerors Section M - Evaluation Factors for Award

Listing of Incorporated Purchase Requisitions

Incorporated Purchase Requisition Numbers:

Section B - Supplies or Services and Prices/Costs

Item Number Base Item Number

Supplies/Services Quantity Unit

0001 Public Financial Management Services

1 LT

Contract Type:Time and Materials Unit Price

Other Direct Costs Extended Price

Description:

BASE PERIOD

LABOR AND OTHER DIRECT COSTS

Purchase Requisitions

IDC Type: Not Applicable FSC Codes: R499 SUPPORT- PROFESSIONAL: OTHER NAICS Code: 541990 All Other Professional, Scientific, and Technical S...

Supplies/Services Quantity Unit

1001 Option Period 1: Public Financial Management Services

1 LT

Contract Type:Time and Materials Unit Price

Other Direct Costs Extended Price

Description:

OPTION PERIOD ONE

LABOR AND OTHER DIRECT COSTS

Purchase Requisitions

Option: 1 Option Time Date: 6/12/24 Option Time Duration: 364 Option Time Units: Days IDC Type: Not Applicable

Supplies/Services Quantity Unit

2001 Option Period 2: Public Financial Management Services

1 LT

Contract Type:Time and Materials Unit Price

Other Direct Costs Extended Price

Description:

OPTION PERIOD TWO

LABOR AND OTHER DIRECT COSTS

Purchase Requisitions

Option: 2 Option Time Date: 6/12/25 Option Time Duration: 364 Option Time Units: Days IDC Type: Not Applicable

Supplies/Services Quantity Unit

3001 Option Period 3: Public Financial Management Services

1 LT

Contract Type:Time and Materials Unit Price

Other Direct Costs Extended Price

Description:

OPTION PERIOD THREE

LABOR AND OTHER DIRECT COSTS

Purchase Requisitions

Option: 3 Option Time Date: 6/12/26 Option Time Duration: 364 Option Time Units: Days IDC Type: Not Applicable

Supplies/Services Quantity Unit

4001 Option Period 4: Public Financial Management Services

1 LT

Contract Type:Time and Materials Unit Price

Other Direct Costs Extended Price

Description:

OPTION PERIOD FOUR

LABOR AND OTHER DIRECT COSTS

Purchase Requisitions

Option: 4 Option Time Date: 6/12/27 Option Time Duration: 365 Option Time Units: Days IDC Type: Not Applicable

Clauses incorporated by reference

None

Clauses incorporated by full text

Section B

B.1 PURPOSE & INTRODUCTION

MCC seeks an experienced public financial management (PFM) due diligence and advisory firm to execute and conduct appropriate PFM-related assessment and diagnostics and to advise on appropriate PFM measures and implementation strategies as inputs into `MCC program development. The consultant/firm shall report to a Point of Contact (POC) in the MCC Program Financial Services (PFS) Practice Group and will work closely with other MCC stakeholders to identify and initiate appropriate PFM–related diagnostics for identified countries. The Contractor shall apply their comprehensive PFM-related expertise to consult and advise on how and where to incorporate appropriate PFM interventions in MCC program development and project design on a demand-driven basis. This includes expertise in public revenue, spending and debt management issues as it relates directly to potential MCC projects and technical assistance that shall be included in the Compact or Threshold program being developed in a selected country. Inputs to strategic MCC Guidance documents shall be sought as well, if necessary.

B.2 SERVICES TO BE PROVIDED

The Contractor shall be expected to complete the following tasks with accompanying sub-tasks as part of the engagement:

Task 0

Review and understand MCC Compact and Threshold development cycles, to include timelines and phases of the program development cycle, and specifically how due diligence and other deliverables fit within that cycle. Meet with MCC counterparts to review and assess PFM diagnostic and advisory needs. Develop workplan as appropriate.

Tasks 1-4 Execute and deliver PFM assessments, analytics, and advisory services

Task 1 – Public Expenditure and Financial Accountability (PEFA):

Initiate, coordinate, and complete a country specific PEFA assessment (applying most up-to-date methodology) and accompanying report for a country identified as eligible for MCC program funding. The assessment should be completed on-time and within the time parameters of MCC's program development cycle and coordinated with appropriate stakeholders (e.g. PEFA Secretariat) to ensure completeness, methodology compliance, and application of best practices.

Task 2 - Public Investment Management Assessment (PIMA):

Initiate, coordinate, and complete a country-specific PIMA and accompanying report for a country identified as eligible for MCC program funding. The assessment should be completed on-time and within the time parameters of MCC's program development cycle and coordinated with appropriate stakeholders (e.g. IMF) to ensure completeness, methodology compliance, and application of best practices.

Task 3 – Sector-specific Public Expenditure Review (PER):

Initiate, coordinate, and complete a sector-specific PER and accompanying report for a country identified as eligible for MCC program funding. The assessment should be completed on-time and within the time parameters of MCC's program development cycle and coordinated with appropriate stakeholders (e.g., World Bank) to ensure completeness, methodology compliance, and application of best practices.

Task 4 – Project-specific/targeted PFM Advisory Services

Consult and advise MCC stakeholders on the appropriate PFM design measures and remedies for respective MCC countries in support of specific areas of MCC programs/projects in development. The consultant will be expected to appropriately advise on the following:

§ Specific PFM interventions appropriate for specific project sectors (e.g., water, education, etc.) where PFM interventions can support/leverage MCC investments;

§ Specific PFM policy and institutional reform interventions that can be implemented within the timeline and parameters of MCC's funding mechanisms;

§ Assess economic costs and benefits of potential MCC-supported specific PFM interventions as an input to project Cost-benefit analyses in adherence of MCC Investment criteria. Detail the viability of potential partners (bi-lateral, multi-lateral international development finance institutions) with experience developing and/or implementing PFM programs;

§ Develop necessary materials, including presentations, fact sheets, success stories, and other materials that may assist in communicating recommendations and strategies;

B.3 CONTRACT TYPE

MCC anticipates awarding a time and materials contract. Multiple awards may be considered.

B.4 DIRECT LABOR MIX & OTHER DIRECT COSTS

Tables one (1) through three (3) below, are provided as the following attachment to the RFQ in Section J: J.1 "Request for Quote (RFQ) Price Template, Excel File".

Table 1. Labor Mix

Consultant Labor (Refer to SOW Section E for Labor Categories)

DIRECT LABOR

$ Rate NTE # of Hours FFP

Base Year 996

OY 1 996

OY 2 996

OY 3 996

OY 4 996

FFP Labor Sub-Total

NTE # of Labor Hours 4,980

Consultant Labor Category: Table 1 above depicts the Government's request for one (1) labor categories over the life of the contract. The vendor will quote fully burdened labor rates inclusive of all direct and indirect cost loaders. Labor / CLIN: This is where Quoter(s) labor rates, multiplied by the quoter's labor hours, will yield the quoter(s) fully burdened labor costs for the respective labor category.

Not to Exceed (NTE) Level of Effort Labor Hours: This is a technical assistance, Time and Materials requirement. The sub-total number of estimated labor hours are an illustration of the Government's depiction of the requirement by contract year;

Quoters will choose how to allocate estimated labor sub-total hours according to their quoted technical approach; Estimated labor sub-total hours by contract PoP / Contract Line Item Number (CLIN) are fixed & shall remain unchanged by Quoters.

Table 2. Direct Costs

Consultant ODCs NTE ODCs

Base Year $49,400

OY 1 $49,400

OY 2 $49,400

OY 3 $49,400

OY 4 $49,400

NTE ODCs Sub-Total $247,000

ODCs are estimates only and will be on a cost reimbursable basis and definitized when requirement(s) are identified & defined. Indirect costs include but are not limited to: domestic and international airfare, domestic and international per diems, domestic travel, car rentals (drivers, gas, tolls), equipment rentals, sub-contractors, data collection, hotels, communications (internet, phone, etc.) ODCs are set & established as fixed by the Government for the purposes of soliciting and evaluating Quotes and thus: are to remain unchanged by Quoter(s). Quoter(s) are permitted to mark up ODCs with General & administrative and or Material Handing cost loaders if applicable.

Table 3. Labor & ODCs

CLIN AMOUNT

Base Year 0001

OY 1 1001

OY 2 2001

OY 3 3001

OY 4 4001

NTE TOTAL AWARD

AMOUNT

Table 3 above is a summary Table of Tables 1 and 2 above.

B.5 LIMITATION OF FUNDS - INCREMENTALLY FUNDED CONTRACTS

In accordance with clause 52.232-72 MCC 52.232-72 LIMITATION OF FUNDS - INCREMENTALLY FUNDED CONTRACTS (NOV 2006) MCC 52.232-72 Limitation of Funds - Incrementally Funded Contracts funds in the amount of $_________ have been allotted to this contract. It is contemplated that funds now obligated under this contract will cover the work to be performed until _________. The Contractor shall not perform work on the contract which exceeds the total amount actually allotted by the Government to the contract. The Government is not obligated to reimburse the Contractor for costs incurred in excess of the total amount allotted by the Government to this contract. The contractor assumes the risk for any increased costs beyond what the Government obligates.

UNCLASSIFIED

Section C - Description/Specifications/Work Statement

Clauses incorporated by full text

Section C Statement of Work

Public Financial Management (PFM) Services

A. Introduction

MCC's mission is to provide grant assistance to support economic growth and poverty reduction in select developing countries with a demonstrated commitment to just and democratic governance, economic freedom, and investments in their citizenry.

MCC grants complement other U.S. and international development programs that not only help poor countries rise out of poverty but also create a more secure and prosperous home front. Our model is defined by core principles, of selectivity, country ownership, transparency, and a focus on results.

There are two types of MCC grants, compacts and thresholds:

1. The Compact is MCC's primary grant mechanism, whereby partner countries enter into a five-year agreement with MCC that includes a plan for achieving shared development objectives and the responsibilities of each country in achieving those objectives.

2. Thresholds are smaller grants focused on policy and institutional reform in selected countries that come close to passing MCC's eligibility criteria and show a firm commitment to improving their policy performance.

MCC's values identify who we are and what is important to us. Our Values are CLEAR: Embrace Collaboration, Always Learn, Practice Excellence, Be Accountable and Respect individuals and ideas. MCC's values define how we behave on a daily basis, both as individuals and as an institution, in pursuit of our mission. They guide how we make decisions, set priorities, address challenges, manage tradeoffs, recruit and develop staff, and work together with our country partners and stakeholders.

To achieve its mission and objectives, MCC actively engages and partners with external parties throughout the compact development and implementation process to ensure that projects are designed with the appropriate due diligence and technical expertise.

Background

In the execution of its mission, MCC identifies the binding constraints to economic growth using a data-driven approach and the root causes that make it so. It them uses this information to develops "Compacts" and "Threshold" programs to support projects that aim to remedy these obstacles within various sectors. PFM is a class of systems and elements involved in the management of public resources. It primarily refers to the processes, procedures, laws, and activities associated with spending public resources to include budgeting, treasury, cash management, disbursement, accounting and reporting, audit and control, and may include the financial management features of various government systems such as procurement and human resources, as well as the financial management aspects of transparency, governance and public accountability.

Effective PFM systems enable governments to secure and use resources effectively, efficiently, and transparently. This then yields efficiencies and governance improvements that can spur economic growth and effective public service delivery.

There are few specifically designed tools or methodologies to isolate and assess the impact of PFM reforms on service delivery. However, there are several assessment tools which provide indicators that can be used to track progress in PFM alongside progress in service delivery. Though assessment tools are the main data sources for monitoring PFM performance, the data is not always comparable across countries and time periods. The following PFM assessment tools are currently identified as appropriate to support consideration of PFM in MCC programming:

§ Public Expenditure and Financial Accountability (PEFA): The PEFA provides a framework for assessing and reporting on the strengths and weaknesses of PFM using quantitative indicators to measure performance. PEFA is designed to provide a snapshot of PFM performance at specific points in time using a methodology that can be replicated in successive assessments, giving a summary of changes over time.

§ Public Investment Management Assessment (PIMA): A PIMA is a comprehensive framework to assess infrastructure governance for countries at all levels of economic development. PIMAs evaluate the procedures, tools, decision making, and monitoring processes used by governments to provide infrastructure assets and services to the public; help identify reform priorities; and devise practical steps for their implementation. of the PIMA Reports that takes a few months to complete (about 6-9 months in total).

Public Expenditure Review (PER): A PER is a key diagnostics instrument used to evaluate the effectiveness of public finances. A PER typically analyzes government expenditures over a period of years to assess their consistency with policy priorities, and what results were achieved. A PER may analyze government-wide expenditures or may focus on a particular sector as Health Care, Education, or Infrastructure. Many governments have made strides to include PERs as part of their budget planning cycle. Whether across the whole of government or focusing on a single sector, by examining how public expenditure was allocated and managed, governments and donors are better able to assess not only the impact of their investment, but also the effectiveness of budget planning and execution.

Tax Administration Diagnostic Assessment Tool (TADAT): The TADAT is designed to provide an objective assessment of the health of key components of a country's system of tax administration. The framework is focused on the nine key performance outcome areas (POAs) that cover most tax administration functions, processes and institutions. The TADAT assessments help a) identifying the relative strengths and weaknesses in tax administration systems, processes, and institutions; b) facilitating a shared view on the condition of the system of tax administration among stakeholders; c) informing a reform agenda, including objectives, priorities, initiatives, and implementation sequencing; d) facilitating management and coordination of external support for reforms, and achieving faster and more efficient implementation; e) monitoring and evaluating reform progress through repeat assessments.

B. Scope

MCC seeks an experienced public financial management (PFM) due diligence and advisory firm to execute and conduct appropriate PFM-related assessment and diagnostics and to advise on appropriate PFM measures and implementation strategies as inputs into `MCC program development. The consultant/firm shall report to a Point of Contact (POC) in the MCC Program Financial Services (PFS) Practice Group and will work closely with other MCC stakeholders to identify and initiate appropriate PFM–related diagnostics for identified countries. The Contractor shall apply their comprehensive PFM-related expertise to consult and advise on how and where to incorporate appropriate PFM interventions in MCC program development and project design on a demand-driven basis. This includes expertise in public revenue, spending and debt management issues as it relates directly to potential MCC projects and technical assistance that shall be included in the Compact or Threshold program being developed in a selected country. Inputs to strategic MCC Guidance documents shall be sought as well, if necessary.

C. Countries

Any MCC eligible countries

D. Tasks and Deliverables

The Contractor shall be expected to complete the following tasks with accompanying sub-tasks as part of the engagement:

Task 0

Review and understand MCC Compact and Threshold development cycles, to include timelines and phases of the program development cycle, and specifically how due diligence and other deliverables fit within that cycle. Meet with MCC counterparts to review and assess PFM diagnostic and advisory needs. Develop workplan as appropriate.

Tasks 1-4 Execute and deliver PFM assessments, analytics, and advisory services

Task 1 – Public Expenditure and Financial Accountability (PEFA):

Initiate, coordinate, and complete a country specific PEFA assessment (applying most up-to-date methodology) and accompanying report for a country identified as eligible for MCC program funding. The assessment should be completed on-time and within the time parameters of MCC's program development cycle and coordinated with appropriate stakeholders (e.g. PEFA Secretariat) to ensure completeness, methodology compliance, and application of best practices.

Task 2 - Public Investment Management Assessment (PIMA):

Initiate, coordinate, and complete a country-specific PIMA and accompanying report for a country identified as eligible for MCC program funding. The assessment should be completed on-time and within the time parameters of MCC's program development cycle and coordinated with appropriate stakeholders (e.g. IMF) to ensure completeness, methodology compliance, and application of best practices.

Task 3 – Sector-specific Public Expenditure Review (PER):

Initiate, coordinate, and complete a sector-specific PER and accompanying report for a country identified as eligible for MCC program funding. The assessment should be completed on-time and within the time parameters of MCC's program development cycle and coordinated with appropriate stakeholders (e.g., World Bank) to ensure completeness, methodology compliance, and application of best practices.

Task 4 – Project-specific/targeted PFM Advisory Services

Consult and advise MCC stakeholders on the appropriate PFM design measures and remedies for respective MCC countries in support of specific areas of MCC programs/projects in development. The consultant will be expected to appropriately advise on the following:

§ Specific PFM interventions appropriate for specific project sectors (e.g., water, education, etc.) where PFM interventions can support/leverage MCC investments;

§ Specific PFM policy and institutional reform interventions that can be implemented within the timeline and parameters of MCC's funding mechanisms;

§ Assess economic costs and benefits of potential MCC-supported specific PFM interventions as an input to project Cost-benefit analyses in adherence of MCC Investment criteria. Detail the viability of potential partners (bi-lateral, multi-lateral international development finance institutions) with experience developing and/or implementing PFM programs;

§ Develop necessary materials, including presentations, fact sheets, success stories, and other materials that may assist in communicating recommendations and strategies;

Timeline and Deliverables

Task 0 (Month 1)

§ Kick-off meeting;

§ Desk review, MCC staff interviews (as appropriate) and analysis of past and present MCC Compact and Threshold PFM programs and interventions;

§ Work plan. This will be a detailed plan of work summarized in table or spreadsheet format;

§ Follow-up planning and coordination meeting Task 1 (As Directed)

§ The full PEFA assessment process to include report finalization can be expected to take up to nine months;

§ Deliverable include a finalized PEFA report adhering to the PEFA methodology (PEFA Secretariat) Task 2 (As Directed)

§ The full PIMA assessment process to include report finalization can be expected to take up to six months;

§ Deliverable include a finalized PIMA report adhering to the PIMA methodology (IMF) Task 3 (As Directed)

§ A PER assessment process to include report finalization can be expected to take up to six months;

§ Deliverable include a finalized PIMA report adhering to the PIMA methodology (World Bank) Task 4(As Directed)

§ Consultations and advisory services timeframes will vary based on the country context and on a demand-driven basis, but may span over several months;

§ Deliverables can include presentations and reports to effectively communicate recommendation, strategies, and other pertinent information.

E. Period and Place of Performance

All work shall be completed between the dates of the award through a one-year base period of performance, with four additional one-year options. The estimated level of effort is estimated at up to 996 hours/year as follows:

Project Lead: 100 hours

Technical Specialist: 398 hours

Technical Specialist 398 hours

Administrative Specialist: 100 hours

Total: 996 hours

The estimated number of international trips is up to two trips per year.

MCC anticipates this level of effort but does not guarantee this level of effort as it may increase or decrease.

The contractor shall work from his/her home office and/or any MCC eligible country as necessary.

F. Timing and Reporting

All formal communication with MCC, including reports, will be submitted to the Contracting Officer Technical Representative (COR), Program Monitor (PM), and other designated MCC personnel. The COR/PM for this requirement will be identified via separate correspondence.

The COR/PM will have technical responsibility for monitoring the contractor's performance. The COR/PM will review and evaluate the contractor's performance, and will coordinate any communications with relevant counterparts and other donor agencies and organizations.

Any changes in the terms of the SoW will be made in writing and approved by the Contracting Officer. No representation of the COR/PM shall serve as a basis for an alteration in the general scope of this SoW or of the terms and conditions of the SoW unless confirmed in writing by the Contracting Officer. The contractor must communicate with the Contracting Officer on all matters that pertain to the Contract terms. Proceeding with the work without proper contractual coverage could result in nonpayment for that work.

G. Subcontracting

The contractor is authorized to subcontract data collection, data preparation, economic analysis, and related services as needed. The overall costs for subcontracting shall not exceed 25% of the contractor's total negotiated unloaded direct labor cost.

H. Conflict of Interest

The Contractor will be precluded from bidding on work and services (design, assessment, construction and supervision) to be procured by the local MCAs accountable entity or using funds advanced under a Compact in the relevant country.

I. Qualifications

Mandatory:

§ Minimum 10 years of relevant work experience with governments or development partners to execute Public Financial Management (PFM) diagnostics and advise on PFM reform design and implementation

§ Master's Degree, or equivalent, in Economics, Accounting, Public Finance, Business Administration, Public Administration or related fields

§ Prior technical work experience working with governments and/or supporting public financial management in the public sector in developing and emerging economies

§ Public financial management and administration reform implementation at national and sub-national level § Experience executing and/or managing political economy analyses of PFM systems § Experience with macro-fiscal policies, budget process, financial management and reporting and central government reform and coordination § Comprehensive understanding of and established networks with relevant actors and organizations in the PFM field (e.g., DFID, WB, EU, DFAT, GIZ)

§ Prior experience on USG/donor-funded technical assistance programs for PFM conducting assessments, designing specific reform measures, and implementation in a developing country context

§ Demonstrated ability to work independently and within a team to achieve results;

§ Excellent interpersonal skills and ability to build and maintain relationships with a variety of stakeholders § English language fluency Preferred:

§ Experience executing and/or managing the following PFM diagnostic tools:

o Public Expenditure and Financial Accountability (PEFA) o Public Investment Management Assessment (PIMA) o Public Expenditure Review (PER)

§ French language proficiency § Experience working in both the public and private sectors § Relevant experience working with MCC and other bilateral and multilateral international development institutions (e.g., World Bank, International Monetary Fund).

Section D - Packaging and Marking

Section D

D.1 PACKAGING & MARKING

The contractor shall ensure the contractor name and contract number are clearly visible on all information submitted to the Contracting Officer Representative, Project Monitor and/or Contracting Officer.

Section E - Inspection and Acceptance Terms

Incorporated by Reference:

FAR 52.212-4 (a) Inspection/Acceptance

Section F - Delivery or Performance

Line Item: 0001 Period Of Performance Start Date Period Of Performance End Date Period Of Performance Address

6/12/23 6/11/24 MCC Headquarters

Millennium Challenge Corporation 1099 Fourteenth Street NW, Suite 700

WASHINGTON DC

US 20005

Line Item: 1001

6/12/24 6/11/25 MCC Headquarters Millennium Challenge Corporation 1099 Fourteenth Street NW, Suite 700

Line Item: 2001

6/12/25 6/11/26 MCC Headquarters Millennium Challenge Corporation 1099 Fourteenth Street NW, Suite 700

Line Item: 3001

6/12/26 6/11/27 MCC Headquarters Millennium Challenge Corporation 1099 Fourteenth Street NW, Suite 700

Line Item: 4001

6/12/27 6/11/28 MCC Headquarters Millennium Challenge Corporation 1099 Fourteenth Street NW, Suite 700

Section F

F.1 PLACE OF PERFORMANCE

The Consultants can be based internationally though some work may be required in other MCC-eligible countries, and in MCC offices in Washington DC.

Insert Consultant's Physical Location Address Here.

F.2 PERIOD OF PERFORMANCE (PoP)

The actual PoP will begin on the date of contract award. The contract will contain one (1) base year period of twelve (12) months; and: four (4) one (1) year option periods of twelve (12) months each, for a total maximum contract PoP of: five (5) years or sixty (60) months.

F3. TECHNICAL DIRECTION

Performance of the work under this commercial services contract, shall be subject to the technical direction of the Contracting Officer's Representative (COR) / Project Manager (PM).

The term "technical direction" is defined to include, without limitation, the following:

(1). Directions to the Contractor, which redirect the contract effort, shift work emphasis between work areas, require the pursuit of certain lines of inquiry, fill in details or otherwise serve to accomplish contractual requirements;

(2). Provision of information to the Contractor, which assists in the interpretation of renderings, specifications or technical portions of the work description; and

(3). Review and, where required by the contract, approval of reports, creative renderings, specifications, materials or technical information to be delivered by the Contractor to MCC under this contract.

Technical direction must be within the general scope of work stated in the contract. The COR/PM does not have the authority to, and may not, issue any technical direction which:

(1). Constitutes the assignment of any additional work outside the general scope of the Task Order;

(2). Constitutes a change as defined in the contract clause entitled, "Changes";

(3). In any manner causes an increase or decrease in the total estimated Purchase Order costs, fixed fee, or time required for the Purchase Order performance; or

(4). Changes any of the express terms, conditions or specifications of the contract.

All technical direction shall be issued in writing by the COR/PM; verbal direction, if necessary, shall be confirmed by the COR/PM in writing within five (5) working days after their issuance, with a copy to the Contracting Officer (CO). The Contractor shall acknowledge acceptance of the technical direction by submitting a letter of acceptance, via email or Fax, to the COR/PM and Contracting Officer.

The technical direction will provide clear and concise instructions on tasks and deliverables requested of the Contractor's team, and designate the MCC technical contact with whom the Contractor should coordinate. The Contractor shall proceed promptly with the performance of technical directions duly issued by the COR/PM in the manner prescribed by this article and within his/her authority under the provisions of this article.

If, in the opinion of the Contractor, any instruction or direction issued by the COR/PM is not within one of the tasks defined above, the Contractor shall not proceed, but shall notify the CO, in writing, within five (5) working days after receipt of any such instruction or direction and shall request the CO to modify the contract accordingly. Upon receiving such notification from the Contractor, the CO shall issue an appropriate Purchase Order modification or advise the Contractor, in writing, that in his/her opinion, the technical direction is within the scope of this article and does not constitute a change under the "Changes" clause of the Purchase Order. The Contractor shall thereupon proceed immediately with the direction given.

F.4 DELIVERABLES

The Advisor will provide services to MCC on an as needed basis. To support MCC in the flexible and timely manner needed to meet the evolving needs of Compact development and implementation, technical directives under this statement of work will be issued and the Advisor deployed each time the Advisor's services are needed over the course of this contract. No additional tasks shall imply any additional costs to the Government beyond the amount allowed for in the initial call order;

however, this call order may be amended to reflect additional costs associated with implementation planning and oversight requirements in additional countries. In terms of written deliverables, the following are required:

Timeline and Deliverables

Task 0 (Month 1)

§ Kick-off meeting;

§ Desk review, MCC staff interviews (as appropriate) and analysis of past and present MCC Compact and Threshold PFM programs and interventions;

§ Work plan. This will be a detailed plan of work summarized in table or spreadsheet format;

§ Follow-up planning and coordination meeting Task 1 (As Directed)

§ The full PEFA assessment process to include report finalization can be expected to take up to nine months;

§ Deliverable include a finalized PEFA report adhering to the PEFA methodology (PEFA Secretariat) Task 2 (As Directed)

§ The full PIMA assessment process to include report finalization can be expected to take up to six months;

§ Deliverable include a finalized PIMA report adhering to the PIMA methodology (IMF) Task 3 (As Directed)

§ A PER assessment process to include report finalization can be expected to take up to six months;

§ Deliverable include a finalized PIMA report adhering to the PIMA methodology (World Bank) Task 4(As Directed)

§ Consultations and advisory services timeframes will vary based on the country context and on a demand-driven basis, but may span over several months;

§ Deliverables can include presentations and reports to effectively communicate recommendation, strategies, and other pertinent information.

F.5 LANGUAGE REQUIREMENTS

All deliverables shall be produced in English.

F.6 TRAVEL REQUIREMENTS

Round trip travel is authorized from the company's headquarters or consultants working locations to Washington DC and to MCC countries. MCC plans two (2) travel trips per year for an estimated total of: ten (10) travel trips throughout the life of the contract.

F.7 DELIVERABLE FORMATS, GENERAL

Deliverables are associated with the tasks identified above. All reports, plans and analysis are to be submitted in English in electronic copy using WINDOWS based MS-Office products including WORD for text, data tables in EXCEL, appropriate MSOffice 2010 or later versions of programs for exhibits, and schedules using MS-Project. Files containing graphs, flowcharts or diagrams should be submitted in PDF printable version. Digital photo files should be submitted in JPG format. GIS data should be submitted in PDF printable files. Presentations should be prepared with PowerPoint The Contractor shall establish and maintain a comprehensive reference index of all relevant documents reviewed by the Contractor. Any and all such documents made available and collected by the Contractor, will be compiled in usable form and delivered in an organized fashion to MCC at the end of the contract.

F.8 DOCUMENT OWNERSHIP AND INFORMATION MANAGEMENT SYSTEM REQUIREMENTS

All documents produced and/or collected by the contractor, electronic and hard copies, shall be the sole property of MCC. The Contractor shall establish and maintain a comprehensive electronic data base and reference index of all relevant documents reviewed, produced, and/or edited by the Contractor. Any and all such documents will be electronically compiled in usable form and delivered to MCC, in an organized electronic format acceptable to MCC, at the end of the contract, and if requested by MCC also in hard copies.

The Contractor shall provide a document management system acceptable to MCC. MCC, at its sole discretion, may provide such system as SharePoint or similar in addition or in lieu of the Contractor's system. The Contractor shall abide by MCC required communication protocol including sharing information and reports with the MCC team, and/or other MCC consultants for efficient and timely reviews and communications as specifically requested.

F.9 TIMIMG & REPORTING

All formal communication with MCC, including reports, will be submitted to the Contracting Officer Representative (COR). The COR for this requirement will be identified via separate correspondence.

The COR will have technical responsibility for monitoring the performance. The COR will review and evaluate the contract's performance, and also will coordinate any communications with relevant counterparts and other donor agencies and organizations. Any change in the terms of the contract must be made in writing and approved by the Contracting Officer. No representation of the COR shall serve as a basis for an alteration in the general scope of this contract or of the terms and conditions of the contract unless confirmed in writing by the Contracting Officer. The contractor must communicate with the Contracting Officer on all matters that pertain to the contract terms. Proceeding with the work without proper contractual coverage could result in nonpayment for that work.

F.10 ACCEPTANCE CRITERIA

Deliverables will be evaluated according to the following criteria:

Thoroughness and timeliness in complying with all of the elements in the tasks specified.

(1). Quality and clarity of analyses and work produced.

(2). Timeliness and efficacy of communications with relevant counterparts at MCC, MCA, etc.

(3). All reports should be written in English, cleanly formatted and with no errors. English is the principle language for all reports and technical work under the contract. MCC does work in countries where the French or Spanish are the main language.

(4). MCC reserves the right to review draft reports, plans and analysis two weeks before the due date and provide comments before they are finalized.

(5). All reports are to be submitted in hard and electronic copy (in MS Word), with tables, data and calculations in MS Excel.

Section G - Contract Administration Data

Requesting Office Address

MCC-HQ

Millennium Challenge Corporation Contracts and Grants Management Division 1099 Fourteenth St NW, Suite 700 Washington DC 20005-3550 Phone: Fax:

Contact Details:

Property Administration Office Address

Millennium Challenge Corporation Contracts and Grants Management Division 1099 Fourteenth St NW, Suite 700 Washington DC 20005-3550

COR Office Address

Millennium Challenge Corporation Contracts and Grants Management Division 1099 Fourteenth St NW, Suite 700 Washington DC 20005-3550

Issuing Office Address

Millennium Challenge Corporation Contracts and Grants Management Division 1099 Fourteenth St NW, Suite 700 Washington DC 20005-3550

Payment Office Address

IBC-FIN

Interior Business Center M/S D-2773 7301 West Mansfield Avenue Lakewood CO 80235-2230

IPP-001 Electronic Invoicing and Payment Requirements - Invoice Processing Platform (IPP) Payment requests must be submitted electronically through the U. S. Department of the Treasury's Invoice Processing Platform (IPP) system using the "Bill to Agency" of Interior Business Center - FMD.

"Payment request" means any request for contract financing payment or invoice payment by the Contractor. To constitute a proper invoice, the payment request must comply with the requirements identified in the applicable Prompt Payment clause included in the contract, or the clause 52.212-4 Contract Terms and Conditions - Commercial Items included in commercial item contracts. The IPP website address is: https://www.ipp.gov.

The Contractor must use the IPP website to register, access and use IPP for submitting requests for payment. The Contractor Government Business Point of Contact (as listed in SAM) will receive enrollment instructions via email from the Federal Reserve prior to the contract award date, but no more than 3 - 5 business days of the contract award date.

Contractor assistance with enrollment can be obtained by contacting the IPP Production Helpdesk via email IPPCustomerSupport@fiscal.treasury.gov or phone (866) 973-3131.

If the Contractor is unable to comply with the requirement to use IPP for submitting invoices for payment, the Contractor must submit a waiver request in writing to the Contracting Officer with its proposal or quotation.

(End of Custom Clause)

MCC 52.201-70 CONTRACTING OFFICER'S REPRESENTATIVE (COR) AND/OR PROJECT MONITOR

(PM) (JULY 2012)

(a) The Contracting Officer may designate a Government representative to act as the Contracting Officer's Representative (COR) or Project Monitor (PM) to perform functions under the contract such as review and/or inspection and acceptance of supplies, services, including construction, and other functions of a technical nature. The Contracting Officer will provide a written notice of such designation to the COR and/or PM and the Contractor. The designation letters will set forth the authorities and limitations of the COR and/or PM under the contract.

(b) Modifications to this contract are effective only if reduced to writing and executed by the Contracting Officer. The Contractor is specifically prohibited from performing any work that is outside the scope of this contract without the approval of the Contracting Officer. The Contracting Officer cannot authorize the COR or any other representative to sign documents (i.e., contracts, contract modifications, etc.) that require the signature of the Contracting Officer.

(End of clause)

MCC 52.232-70 INVOICE INSTRUCTIONS (MAY 2017)

Invoices shall be paid in accordance with the Prompt Payment Act, thirty days (30) following receipt of a proper invoice.

The Contractor shall submit each invoice electronically via email or fax to the following:

Fax: 303.969.5151/7281 ATTN: MCC Payments, or

Email: MCC_Accounting_IBCDENVER@ibc.doi.gov, or

As an alternative to electronic submission of invoices, one copy of each invoice may be submitted to the following address:

Interior Business Center

M/S D-2773

7301 West Mansfield Avenue

Lakewood, CO 80235-2230

If it is determined that the amount billed is incorrect, the invoice may be revised by the Government, or the contractor may be required to submit a revised invoice.

To constitute a proper invoice, each invoice must include the following information and/or attached documentation:

(1) Name, address and telephone of the Contractor

(2) Date of invoice and invoice number

(3) Contract number (including task order or call number and contract line item(s)) also modification number, if applicable

(4) Description (quantity, unit of measure, unit price, and extended price) of the supplies/services rendered (including hours incurred and billing rate, as applicable to the contract)

(5) A schedule depicting the following information:

Amount Invoiced

This Period

Cumulative Amount Invoiced Authorized Value of Contract Balance Remaining on Contract

If the contractor is billing for costs incurred over more than a single month, the costs for each month in which the costs were incurred and shall be segregated into the month they were actually incurred.

(6) Name of Contracting Officer's Representative (COR); and

(7) Signature of authorized representative of the firm with the following invoice certification:

"The undersigned hereby certifies to the best of my knowledge and belief that: the sum claimed under this contract is proper and due, and all the costs of contract performance have been paid, or to the extent allowed under the applicable payment clause, will be paid by the Contractor when due in the ordinary course of business; the work reflected by these costs has been performed, and amounts involved are consistent with the requirements of this Contract.

BY:______________________________________

TITLE:___________________________________

DATE: ___________________________________

Inquiries regarding the status of invoices may be directed to NBC Accounting. The email address is:

MCC_Accounting_IBCDENVER@ibc.doi.gov.

mailto:MCC_Accounting_IBCDENVER@ibc.doi.gov mailto:MCC_Accounting_IBCDENVER@ibc.doi.gov mailto:MCC_Accounting_IBCDENVER@ibc.doi.gov mailto:MCC_Accounting_IBCDENVER@ibc.doi.gov

MCC 52.232-73 TRAVEL REIMBURSEMENT (MAY 2017)

Policy.When authorized as part of the Scope of Work on this contract/order and within the contract/order ceiling and as approved by the Contracting Officer's Representative (COR) and/or other MCC officials as described below, travel expenses incurred in performance of technical directives issued under this contractor/order may be reimbursed as allowed by the Federal Travel Regulations (FTR) in effect at the time of travel. MCC's supplemental policy interpretations are derived from the FTR and cannot grant additional benefits or adjust processes defined in the FTR. Supplemental policies of MCC set forth below:

a) Traveler Responsibilities. All contractor travelers must:

1) Exercise the same care in incurring expenses that a prudent person would exercise if traveling on personal business;

2) Travel in accordance with the FTR and the MCC policies included in this document; and

3) Pay any charges or fees associated with non-compliance of FTR or any MCC policies included in this document, and any expenses incurred for personal convenience. For example, the traveler may become personally responsible for travel costs associated with unauthorized use of other than coach class accommodations, failing to follow the Fly American Act requirements, exceeding per diem rates, changing departure or return flights, purchasing unapproved items, etc. regardless of the fact that travel arrangements may have been booked by others (e.g., Travel Agency).

b) Cabin Class Standards

1) The standard cabin class for contractor air-travel is coach class, regardless of destination or travel time.

2) Coach "premium" class may be authorized for destinations which have a travel time of more than 14 hours, consistent with the Federal Travel Regulations and the approval standards outlined in paragraph (f) of this document.

3) Business class travel accommodations will NOT be authorized except as determined through the approval process outlined in paragraph (f) of this document. This approval process is considered to be exceptional, to be part of a trip by trip analysis, and at the discretion of the government regardless of the destination or travel time.

c) Airlines and Flights. In accordance with the Fly America Act, contractors must use a U.S. flag air carrier service for all travel funded by the government beginning or ending in the U.S. unless a specific exemption to the "Fly America" rule applies. Flights on U.S. air carrier pairings with foreign carriers (i.e., code share flights) are regarded as meeting Fly America requirements if the ticket is issued on the American carrier and there is an American carrier flight number.

d) Limitations. Travel reimbursement, which is part of ODC, shall not exceed the authorized ODC amount on the contract. To be reimbursable, the travel expenses must be:

1) Allowable under the FTR and the provisions of this contract/order and associated technical directives;

2) Approved prior to travel expenditure by the COR; and

3) Allocable and necessary for performance of this contract/order and associated technical directives.

e) Reimbursement Requests. Travel reimbursement requests must be submitted in sufficient time for the COR to give prior approval, and must identify:

1) The name of the traveler.

2) Destination (s) including itinerary.

3) Purpose of the travel; and

4) Cost breakdown.

5) To be reimbursed, invoices including travel expenses must provide a detailed breakdown of the actual expenditures invoiced. Contractor shall maintain the original or legible copy of receipts for all travel expenses invoiced when the expenditure is $75.00 or more. MCC reserves the right to request evidence of any travel expense paid.

f) Approvals. All travel expenses, including rental cars, must be approved by the MCC COR in writing in advance of…