RFP 19AQMM20R0064 for M&E Services.pdf

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

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

1. REQUISITION NUMBER

5. SOLICITATION NUMBER

19AQMM20R0064

2. CONTRACT NO. 3. AWARD/EFFECTIVE DATE 4. ORDER NUMBER 6. SOLICITATION ISSUE

DATE

01/24/2020

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME

Stephanie Reid-Smith

b. TELEPHONE NUMBER (No collect calls)

c. EMAIL Reid-SmithSJ@state.gov

8. OFFER DUE DATE / LOCAL

TIME

02/25/2020 10:00:00

CODE LMAQM

OFFICE OF ACQUISITION MANAGEMENT (A/LM/AQM)

PO BOX 9115, ROSSLYN STATION

US DEPARTMENT OF STATE

ARLINGTON, VA 22219

9. ISSUED BY X UNRESTRICTED OR SET ASIDE: % FOR

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

WOMEN-OWNED SMALL BUSINESS (WOSB)

ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

EDWOSB

8(A)

NAICS: 541611

SIZE STANDARD:

10. THE ACQUISITION IS

SEE

SCHEDULE

11. DELIVERY FOR FOB DESTINATION

UNLESS BLOCK IS MARKED

12. DISCOUNT TERMS

13a. THIS CONTRACT IS

RATED ORDER UNDER DPAS

13b. RATING

RFQ IFB X RFP

14. METHOD OF SOLICITATION

LMAQMCODE15. DELIVER TO

OFFICE OF ACQUISITION MANAGEMENT (A/LM/AQM)

PO BOX 9115, ROSSLYN STATION

US DEPARTMENT OF STATE

ARLINGTON, VA 22219

CODE16. ADMINISTERED BY

FACILITY CODECODE

Contact Duns Telephone No.

17a. CONTRACTOR/OFFEROR RMGFOCODE18a. PAYMENT WILL BE MADE BY

GLOBAL FINANCIAL SERVICES CENTER, CHARLESTON,

SOUTH CAROLINA

PO BOX 150008; Fax To: 1-866-483-3436

ATTN: OFFICE OF CLAIMS

CHARLESTON, SC 29415-5008

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

OFFER SEE ADDENDUM

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

CHECKED

19. ITEM NO. 20. SCHEDULE OF SUPPLIES/SERVICES

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

21. QUANTITY 22. UNIT 23. UNIT PRICE 24. AMOUNT

See Line Items Section

25. ACCOUNTING AND APPROPRIATION DATA

See Line Item Detail

26. TOTAL AWARD AMOUNT (For Govt. Use Only)

27a. SOLICITATION INCORPORATES BY REFERENCES FAR 52.212-1, 52.212-4, FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA ARE ARE NOT ATTACHED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4, 52.212-5 IS ATTACHED. ADDENDA ARE ARE NOT ATTACHED

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN ____ COPIES TO

ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND 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. OFFER 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 31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

30b. NAME AND TITLE OF SIGNER (TYPE OR PRINT) 30c. DATE SIGNED 31b. NAME OF THE CONTRACTING OFFICER (TYPE OR PRINT)

Stephanie Reid-Smith 31c. DATE SIGNED

01/24/2020

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 02/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

19AQMM20R0064

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: _________________________________

32b. SIGNATURE OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32c. DATE 32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

PARTIAL FINAL

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

CORRECT FOR

COMPLETE PARTIAL FINAL

36. PAYMENT 37. CHECK NUMBER

38. S/R ACCOUNT NUMBER 39. S/R VOUCHER NUMBER 40. PAID BY

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT 42a. RECEIVED BY (Print)

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

42b. RECEIVED AT (Location)

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

STANDARD FORM 1449 (REV. 02/2012) BACK

001 LABOR CATEGORIES: As outlined in the Statement of Work and Appendix One

1.00 MO

Type of Contract Pricing:

Doc Ref No:

Delivery Date FOB:

002 TRAVEL: As outlined in the Statement of Work 1.00 LT Type of Contract Pricing:

Doc Ref No:

Delivery Date FOB:

003 OTHER DIRECT COSTS (ODCs): As outlined in the Statement of Work

1.00 LT

Type of Contract Pricing:

Doc Ref No:

Delivery Date FOB:

1001 OPTION YEAR ONE 1.00 MO

LABOR CATEGORIES: As outlined in the Statement of Work and Appendix One

Type of Contract Pricing:

Doc Ref No:

Delivery Date FOB:

1002 OPTION YEAR ONE 1.00 LT

TRAVEL: As outlined in the Statement of Work

Type of Contract Pricing:

Doc Ref No:

Delivery Date FOB:

1003 OPTION YEAR ONE 1.00 LT

OTHER DIRECT COSTS (ODCs): As outlined in the Statement of Work

Type of Contract Pricing:

Doc Ref No:

Delivery Date FOB:

2001 OPTION YEAR TWO 1.00 MO

LABOR CATEGORIES: As outlined in the Statement of Work and Appendix One

Type of Contract Pricing:

Doc Ref No:

Delivery Date FOB:

2002 OPTION YEAR TWO 1.00 LT

TRAVEL: As outlined in the Statement of Work

Type of Contract Pricing:

Doc Ref No:

Delivery Date FOB:

2003 OPTION YEAR TWO 1.00 LT

OTHER DIRECT COSTS (ODCs): As outlined in the Statement of Work

Type of Contract Pricing:

Doc Ref No:

Delivery Date FOB:

3001 OPTION YEAR THREE 1.00 MO

LABOR CATEGORIES: As outlined in the Statement of Work and Appendix One

Type of Contract Pricing:

19AQMM20R0064

Line Item Summary

Solicitation Number:

19AQMM20R0064

Contract Number: Title: INL/WHP Monitoring and Evaluation (M&E) Support

Date of Solicitation:

01/24/2020

Line Item No. Description Quantity Unit Unit Price Total Cost

Doc Ref No:

Delivery Date FOB:

3002 OPTION YEAR THREE 1.00 LT

TRAVEL: As outlined in the Statement of Work

Type of Contract Pricing:

Doc Ref No:

Delivery Date FOB:

3003 OPTION YEAR THREE 1.00 LT

OTHER DIRECT COSTS (ODCs): As outlined in the Statement of Work

Type of Contract Pricing:

Doc Ref No:

Delivery Date FOB:

4001 OPTION YEAR FOUR 1.00 MO

LABOR CATEGORIES: As outlined in the Statement of Work and Appendix One

Type of Contract Pricing:

Doc Ref No:

Delivery Date FOB:

4002 OPTION YEAR FOUR 1.00 LT

TRAVEL: As outlined in the Statement of Work

Type of Contract Pricing:

Doc Ref No:

Delivery Date FOB:

4003 OPTION YEAR FOUR 1.00 LT

OTHER DIRECT COSTS (ODCs): As outlined in the Statement of Work

Type of Contract Pricing:

Doc Ref No:

Delivery Date FOB:

B-001 CEILING PRICE (Time-and-Materials/Labor-Hour Contract)

(a) The ceiling price(s) of this contract is as set forth below.

PERIOD CEILING PRICE

BASE YEAR TOTAL: $

OPTION YEAR ONE TOTAL: $

OPTION YEAR TWO TOTAL: $

OPTION YEAR THREE TOTAL: $

OPTION YEAR FOUR TOTAL: $

GRAND TOTAL (Base and All Option Years): $

(b) If this contract includes options and a ceiling price is specified for each option, each ceiling price shall apply separately and inde-pendently to that option. The Contractor shall not exceed the ceiling price(s) of this contract except as provided in FAR 52.232-7

19AQMM20R0064

Line Item Summary

Solicitation Number:

19AQMM20R0064

Contract Number: Title: INL/WHP Monitoring and Evaluation (M&E) Support

Date of Solicitation:

01/24/2020

Line Item No. Description Quantity Unit Unit Price Total Cost

"PAYMENTS UNDER TIME-AND-MATERIALS AND LABOR-HOUR CONTRACTS."

(c) Notwithstanding the above, if this contract is funded below the ceiling price(s), the Contractor shall not exceed the funded amount.

(End of clause)

B-010 TYPE OF CONTRACT

The Government intends a single award FIRM-FIXED price contract for all commercial items described herein (products, ser-vices, equipment, labor rate for labor category, etc.) under SECTION C, PERFORMANCE WORK STATEMENT. Travel and other direct costs will be COST REIMBURSABLE.

The North American Industry Classification System (NAICS) code for this acquisition is 541611 - Administrative Management and General Management Consulting.

The price shall include all direct and indirect costs, overhead, general and administrative expense, profit, shipping / delivery charges, insurance, assembly, etc. The price will not be subject to adjustment after award. No additional sums will be payable on account of any escalation in the cost of materials, equipment or labor, or because of the Contractor's failure to properly estimate or ac-curately predict these prices or difficulty of achieveing the results required by this contract. Nor will the contract price be adjusted on account of fluctuations in the currency exchange rates. (End of clause)

SECTION C STATEMENT OF WORK

STATEMENT OF WORK

FOR

Performance Measurement, Management and Analysis Support

INTRODUCTION:

The Bureau of International Narcotics and Law Enforcement Affairs (INL) is part of the Department of State’s (DOS) multi-faceted response to transnational crime. Dedicated to strengthening criminal justice systems, impeding the movement of illegal narcotics, ad-dressing corruption, and building capacity to counter many types of transnational crime, INL’s Office of Western Hemisphere Pro-grams (INL/WHP) plays a key role in leading the development and synchronization of U.S. foreign assistance in the region. INL/ WHP’s support is tailored to bolster the capacity of partner countries through regional and country-specific programs. Monitoring and evaluating (M&E) foreign assistance programs is imperative to the efficient administration of effective assistance and accountable re-porting to Congress and others in the oversight community.

INL/WHP recognizes the importance of and need for consistent and high-quality M&E of programs and is dedicated to the creation of effective performance indicators, processes, procedures, data management, and analytical reporting.

In 2017, INL/WHP procured an M&E contract that piloted new measure development. This project developed standardized strategic-level indicators that were collectable across the hemisphere, designed data collection templates and databases to centrally store the data, and produced an annual report. This contract will maintain and build on the progress made under the initial pilot while expand-ing the processes to develop additional strategic performance measures for use across the hemisphere, measures for implementing mechanisms, as well as produce country and region-specific reporting.

INL/WHP has reserved funds to support M&E of INL/WHP programs through the development of new indicators, the improvement of existing indicators, the development and maintenance of a data management system (such as Microsoft Excel or SharePoint), and the analysis and reporting of the progress and impact of INL/WHP programs, all of which must meet State Department technical and security requirements.

SCOPE OF WORK:

INL/WHP requires the services of an M&E contractor to develop M&E policies and procedures; create realistic and feasible perform-ance measures; support, manage, and conduct data collection efforts across the hemisphere; and develop and maintain an M&E data management, analysis, and reporting system and Standard Operating Procedures (SOPs). This contract will help INL/WHP comply with the Foreign Aid Transparency and Accountability Act of 2016 (FATAA), which codifies reporting on the performance of U. S.

foreign assistance and its contribution to the policies and priorities undertaken by the Federal Government.

There are four (4) components of this contract:

Washington D.C.-Based M&E Support – The contractor shall furnish a team of performance management experts who will support INL/WHP in developing performance measures for INL/WHP programs and projects. This team shall be based in the Washington D.

C. metro area. This team will thoroughly define each performance measure, for example, through Performance Management Defini-tion Forms (PMDFs) and Variable Definition Forms (VDFs), which explain each measure and serve as a record of data collection methodology. This team will oversee the personnel located at various overseas posts as defined later in this solicitation and herein-after referred to as “in-country M&E Specialists,” prevent duplication of effort, establish and manage reporting cycles, and develop analytical reports for INL/WHP use. As required, this team may also deploy to develop performance measures in conjunction with the in-country M&E Specialists, develop Data Collection Tools (DCTs), and collect data from third party sources with prior written ap-proval of the Contracting Officer Representative (COR). These activities may also include creation of surveys, data comparisons, stat-istical analysis, or interviews. At the end of the contract, these M&E Specialists will be responsible for ensuring the transfer of all in-formation, SOPs, and data to D. C.-based INL/WHP employees and systems.

In-Country M&E Support - This contract shall require support for Posts within the Western Hemisphere with INL/WHP program-ming, as enumerated in the Personnel section of this solicitation. This support shall include developing strategic and project level in-dicators, collecting and managing both project and country-level data and will contribute to reporting against standardized strategic-level indicators across the Western Hemisphere. This shall include researching and partnering with other entities that are pursuing M&E efforts, requesting data from host governments, conducting open source research, and performing light data entry. These activ-ities may also include creation of surveys, semi-experimental comparisons, statistical analysis, and interviews. At the end of the con-tact, these M&E Specialists will be responsible for ensuring the transfer of all information, SOPs, and data to INL-designated in-country officers and INL/WHP.

Data Management Support – The contractor shall provide D. C.-based Data Management Specialist(s) who will design data collec-tion tools and support the development and maintenance of INL/WHP’s data management system. The Data Management Special-ist(s) will also assist in designing DCTs, including for implementers, support the M&E Specialists to enforce reporting cycles, clean and enter data, and produce analytical reports and data visualizations for INL/WHP use. At least one Data Management Specialist must be based on-site with access to all allowable INL systems, ensuring the data under the purview of this contract is always access-ible to stakeholders. The contractor may be required to conduct a significant amount of data entry. The Data Management Special-ist(s) shall provide instruction manuals and quick-guides for all templates, data management processes, and reporting activities to en-sure the complete and easy transfer of information from the contractor to INL/WHP-designated staff prior to the end of the contract.

Sustainability, Transition, Technical Assistance, and Training – The contractor shall train and provide technical assistance upon request to key stakeholders on the reporting process and templates as required by INL/WHP and/or Posts. The contractor shall per-form all activities to ensure program officers in Washington D. C. and Post are able to effectively access and use data stored in the commercially available system managed by the Data Management Specialists. Before the end of the contract, the contractor shall per-form all activities to ensure the successful transition of all indicators, data collection, data management, analysis, and reporting know-ledge, systems, processes, and activities to staff in INL/WHP and INL Sections overseas. While the process of ensuring sustainability and transition will take place throughout the contract, the contractor shall be responsible for completing training and mentoring for INL/WHP-designated staff prior to the end of the contract on the data measures, data collection methods, and use of the M&E system.

The individual schedule of these trainings will be determined by INL/WHP.

BUSINESS LICENSES:

The Contractor shall have all appropriate business licenses to work in the countries as outlined in the Solicitation. Proof of business licenses shall be submitted with the technical proposal. Failure to provide proof of business licenses will result in a non-responsive to

Solicitation.

OBJECTIVES:

Objective 1: Support the Creation of Effective Implementer Reporting – INL/WHP endeavors to design, monitor, and evaluate foreign assistance projects implemented by a wide range of partners that use a logical framework, customized DCTs, and standardized measures. INL/WHP is exploring the use of a standardized training output and outcome tracking system, standardized feedback sur-veys, and other M&E tools. Through this contract both in-country and DC-based M&E Specialists will become experts in these pro-cesses and assist INL/WHP to ensure that all M&E projects are designed, monitored, and evaluated in accordance with INL/WHP re-quirements.

Activity 1.1: Training and Technical Assistance – Upon request, new implementing partners or INL staff may require training and technical assistance on these new M&E processes. Both in-country and DC-based M&E Specialists may be called upon to conduct these training and technical assistance sessions.

Activity 1.2: Compliance Reviews – Both in-country and DC-based M&E Specialists will review INL implementing agreement work plans, DCTs, and completed progress reports to ensure compliance with INL/WHP requirements. This may include suggesting new or standard measures, assisting in the building of the DCT, providing significant recommendations for edits to the logical frame-work/activity map, or working with implementers to ensure compliance with INL/WHP requirements.

Activity 1.3: Manage the Implementing Partner Reporting Cycle – Once implementing agreements are incorporated in to the new INL/WHP M&E reporting structure, in-country and DC-based M&E Specialists will closely track the reporting. This will include pre-paring DCTs, notifying implementers of due dates, following up on late reporting, ensuring all reports are saved in a centralized, searchable location, and coordinating with posts and program officers to ensure the reports meet INL/WHP requirements and needs.

Upon request, contractor will ensure data is transferred and/or submitted in a data management system.

Objective 2: Identify and develop indicators that support strategic programmatic decision making - To make informed pro-grammatic decisions, INL/WHP program officers, senior leaders, and other stakeholders shall be equipped with information regarding how their programs are contributing towards the success of INL/WHP’s strategic goals as well as country-specific goals. The con-tractor shall work in conjunction with INL/WHP to identify indicators linked to INL/WHP’s Strategic Goals and INL country plans that are informative, specific, measurable, achievable, realistic, results-based, collectable, and time-bound. This will include indicat-ors that relate to INL/WHP’s Strategic Framework, INL Country Plans, reporting requirements, as well as ad hoc requests. All key personnel will meet with the COR monthly to ensure measures are being developed in accordance to INL/WHP guidance.

Activity 2.1: Development of INL Country Plan Measures: The contractor will develop indicators and performance measures for each INL country plan under their purview that directly link, to the extent possible, to current measures under collection. The con-tractor will review country plans and provide recommendations to ensure clear objectives to enable the identification of clearly defined indicators of success. The contractor will identify and define measures that correspond to each indicator, conduct a Data Feas-ibility Assessment (DFA) to determine collectability of those measures and, once deemed collectable, will provide INL/WHP with each measure’s scope, definition, and methodology recorded in a VDF and PMDF. All proposed indicators will be approved by the COR and the respective INL/WHP program team before they are implemented. D.C. and field M&E Specialists will work together to ensure standardization across the hemisphere of these INL Country Plan indicators.

Activity 2.2: Development of Hemispheric Strategic Measures: Contractor will identify and define strategic hemisphere-wide measures as requested by INL/WHP. Once the measures are identified, the contractor will conduct a DFA to determine collectability of those measures. Once deemed collectable and approved, each measure’s scope, definition, and methodology must be recorded in a VDF and PMDF. All proposed indicators will be approved by the COR before they are implemented. D.C. and field M&E Specialists will work together across countries to ensure standardization of these indicators. This also includes the development of required meas-ures and other ad hoc measure development requests.

Activity 2.3: Data Collection and Analysis: Contractor will collect, manage, and oversee the data reporting for all strategic and Country Plan measures, ensure all data is collected using INL/WHP-approved data collection tools, validate and clean all data, and en-sure it is stored in a centralized, searchable data management platform. This may include consolidating data from previous reporting periods and providing analysis to INL/WHP upon request.

(Optional) Activity 2.4: Partner National Capability Assessment Checklist: Upon request, the contractor may support INL/ WHP’s administration of a Partner National Capability Assessment Checklist. This may include refining checklists, facilitating admin-istration, and collecting and displaying the information.

Objective 3: Store, display, and report performance data - The contractor shall ensure that all required performance data is effect-ively collected, stored, and displayed in a way that facilitates data-driven decision making, analysis, and data calls.

Activity 3.1: Region-Specific Measure Pages: The contractor will build measure pages in the INL/WHP data management system that accurately depict and display all data collected under the contract from a region-wide perspective. The contractor will ensure the data is stored and accessible to INL/WHP stakeholders at all times and will perform data inquires, analysis, and retrievals upon re-quest.

Activity 3.2: Country-Specific Measure Pages: The contractor will build measure pages in the INL/WHP data management system that accurately depict and display all data collected under the contract from a country-specific perspective. The contractor will ensure the data is stored and accessible to INL/WHP stakeholders at all times and will perform data inquires, analysis, and retrievals upon re-quest.

Activity 3.3: Report Specific Measure Pages: The contractor will build measure pages in the INL/WHP data management system that accurately depict and display all data collected under the contract that corresponds to INL/WHP required reports. The contractor will ensure the data is stored and accessible to INL/WHP stakeholders at all times and will perform data inquires, analysis, and retriev-als upon request.

Activity 3.4: Report Specific Measure Pages: The contractor ensure the INL/WHP data management system is constantly updated with the most recent annual and quarterly data available.

Activity 3.5: Additional Reporting Requirements and Ad Hoc Requests: Upon request the contractor may be involved in the col-lection and reporting of Department reporting requirements. These measures may or may not have PMDFs, VDFs, and DCTs associ-ated with them. M&E Specialists will collect and report these measures in accordance with post or INL/WHP guidelines. The con-tractor shall make use of previously developed INL/WHP indicators (both scheduled routine reports and ad hoc or situational reports) and assist in designing reporting and dashboard structures, timelines, and data visualizations to ensure decision-makers are provided with easy to understand and up-to-date information upon request.

Objective 4: Support the Institutionalization of Effective Performance Management - The contractor shall ensure that all measure development, collection, and reporting processes are institutionalized at all posts in the Western Hemisphere.

Activity 4.1: Training Development: When required, the contractor will develop training curriculum, tools, guides, and manuals that encompass all measure development, collection, and reporting aspects under the preview of this contract.

Activity 4.2: Training and Technical Assistance: When required, the contractor will conduct trainings and technical assistance to ensure all required stakeholders understand all monitoring and evaluation processes under the purview of this contract, can effectively report required data, and can fully utilize collected data.

DELIVERABLES:

1. Strategic and Country Plan Measure Deliverables

Deliverable 1.1: Measure Clearance Packages: For each thematic group of measures the contractor will conduct a DFA in order to determine the collectability and applicability of variables and measures. This DFA will serve as a tool INL/WHP can use to either ap-prove or disapprove the development of the measures identified by the contractor and must quantify the collectability and applicability of each measure and individual variable. In addition, this package will include VDFs for each variable and PMDFs for each measure.

All strategic and country plan measures must complete this process.

Deliverable 1.2: Data Management System Measure Pages – All data collected under this contract must be stored and visualized on INL/WHP’s iResults system. This will include all region-wide, country-specific, and required reporting pages.

(Optional) Deliverable 1.3: Partner Nation Capability Checklist Reports – Upon request the contractor may be asked to prepare an annual report after each Capability Checklist administration. This report will offer stakeholders an overall view of the health of INL-specified program areas in each country, any trends occurring in specific regions or countries, as well as identifying any areas for concerns. These reports will include data visualizations, narrative, and analysis in addition to collected data.

2. Implementing Mechanism Related Deliverables

Deliverable 2.1: Data Collection Templates (DCT) – The contractor shall prepare, upon request, DCTs. This process may include advising on activity map or performance measure development as well as the formatting of DCTs.

Deliverable 2.2: Implementer Data Collection Tracker – The contractor shall create and maintain a tracker to indicate the status of all reporting that aligns with the new INL/WHP format. This tracker must always be accessible to INL staff and may also include the ability to track targets and results.

3. Presentation, Training, and Sustainability Related Deliverables

Deliverable 3.1: Annual Training – Contractor, in conjunction with INL/WHP, will organize and host an annual week-long M&E training for all M&E staff to ensure all key personnel stay up to date on INL/WHP requirements. Most of this training will be de-signed and delivered by the contractor. If new key personnel are hired during the life of the contract the contractor will be responsible for organizing and delivering ad hoc training. Trainings may be held CONUS or OCONUS.

Deliverable 3.2: Briefing and Training Material – As needed, the contractor shall brief INL/WHP, Posts, and INL Partners, as ap-propriate, on the progress and findings of the WHP performance measures and indicators. When requested, the contractor shall design and deliver technical assistance to Posts and INL/WHP program officers on the use of the data management system. This may include distance learning videos, a user manual, and quick guides. The contractor may also be asked to produce tools to enable program of-ficers at Post and in INL/WHP learn and understand the performance management process from inception to collection to analysis.

To support training and technical assistance, the contractor may be required to develop user guides, SOPs, slide decks, or other re-quired materials.

Deliverable 3.3: Weekly Reports – Contractor will provide COR with weekly progress reports tracking project implementation and success, as well as any challenges and how those are being addressed.

Deliverable 3.4: Tasking Tracker – Contractor will design and update a weekly tracker that summarizes the key tasks and deadlines of all key personnel.

Deliverable 3.5: Measure Tracker – Contractor will design and update a weekly tracker that summarizes the status of all measures by country.

Deliverable 3.5: Written Transition Plan – Four months before the end of the contract, the contractor shall provide, as a deliverable, recommendations for activities i.e. training, mentoring, development of manuals, and other support) necessary to ensure a seamless transfer of the effort to INL/WHP and Posts.

Deliverable 3.6: Work Plan – Within the first sixty days of the contract, contractor shall provide a comprehensive work plan detail-ing how all deliverables will be met.

Deliverable 3.7: Performance Indicators – Contractor will provide COR with regular updated on all performance indicators enumer-ated in the M&E Section of the Statement of Work (SOW).

WORKPLAN:

The offeror shall describe in the proposal how the offeror intends to accomplish the goals of this solicitation. The successful contract-or shall submit a work plan to INL/WHP, similar to the example below, as a deliverable, within 30 days after contract award. INL/ WHP will then have 30 days to review and comment on the work plan before it is finalized and accepted by the COR.

The work plan may be amended by mutual agreement by the offeror and INL/WHP during the period of performance of the contract.

NOTIONAL DELIVERABLES SCHEDULE:

Deliverable Suggested Due Date Transition kick-off meeting from previous contract Within the first seven (7) business days after award Work Plan The first business day of the following week sixty (60) days after award Weekly reports By the first business day of the following week Tasking Tracker Updated by the first day of the following week Measure Tracker Updated by the first day of the following week Implementer reporting Tracker Within 30 days of start of the contract and then updated weekly Measure Clearance Packages Continuous Data Management System Measure Pages Continuous Implementing Mechanism DCTs Continuous

Data management System Pages Continuous Performance Indicator Report Quarterly Implementer DCTs Quarterly Additional briefing or reporting materials Upon Request Training and Briefing Materials Upon request Partner Nation Capability Checklist Report Upon Request Written Transition plan Three (3) months before the end of the contract

KICK-OFF MEETING:

The Contractor shall attend a Kick-Off meeting with the Contracting Officer, the COR and other agency staff, as required. The date and time will be determined by the Contracting Officer and Offeror selected for contract award. The Kick-Off meeting shall be held at an INL office location in Washington, D.C. The Government does not cover travel cost of the kick-off meeting.

TARGET POPULATION AND RELATIONSHIPS:

The main consumer of the indicators design, information derived from the indicators, and analytical products will be INL/WHP and Posts.

The contractor shall be responsible for project assessment, design, development, implementation, and evaluation. The D.C.-based Program Manager (PM) and M&E Specialist(s) shall report to the INL/WHP M&E Coordinator and COR. The in-country M&E Spe-cialists shall coordinate directly to the designated M&E Coordinator at Post as well as the functional D.C.-based contractor employees and PM. Other Contractor personnel, if any, engaged to support the program requirements shall report to the PM and M&E Special-ist(s), unless otherwise requested by INL/WHP. Activity design and budget information shall be made available to INL/WHP upon request.

MONITORING AND EVALUATION:

The contractor shall use systematic monitoring and evaluation methodology.

The contractor shall:

• Participate in weekly progress meetings and provide regular updates on taskings and measure development.

• The DC-based team shall meet with the INL/WHP M&E Coordinator and COR at a pre-determined time to provide updates on program activities and outcomes, as well as opportunities and/or obstacles that need to be addressed by INL/WHP. Contractor will also provide the COR with a tasking tracker and measure development tracker, updated weekly, to ensure COR has oversight of the activities of all key personnel and measure status by country.

Report on Performance Indicators

The contractor will collect and report on all indicators indicated below in a quarterly report. Contractor may change some of the measures upon agreement with COR based on applicability and/or collectability.

Objective 1: Support the Creation of Effective Implementer Reporting

1.1 Percent of implementing mechanisms with activity map

1.2 Percent of implementing mechanisms reporting in DCT

1.3 Percent of agreements reported on time in new system

Objective 2: Identify and develop indicators that support strategic programmatic decision making

2.1 Percent of respondents satisfied with the quality of strategic and country plan measures

2.2 Percent of country plan goals, objectives, and sub-objectives that have performance measures

2.3 Percent of measures assigned to contractor that have been developed

2.4 Number of measures being collected disaggregated by country

2.5 Percent of respondents satisfied with the results of the Partner Nation Capability Checklist (optional)

Objective 3: Store, display, and report performance data

3.1 Percent of respondents satisfied with data management system

3.2 Percent of completed measure data available to stakeholders

Objective 4: Support the Institutionalization of Effective Performance Management

4.1 Percent of tasks completed by deadline

4.2 Percent of identified stakeholders trained prior to end of contract

The recipient may propose additional outputs, indicators, and/or targets as appropriate.

LIMTED USE OF DATA:

Performance of this effort may require the Contractor to access and use data and information proprietary to a government agency or government contractor which is of such a nature that its dissemination or use, other than in performance of this effort, would be ad-verse to the interests of the Government and/or others.

Contractor and/or Contractor personnel shall not divulge or release data or information developed or obtained in performance of this effort, until made public by the Government, except to Authorized Government Personnel or upon written approval of the Con-tracting Officer. The Contractor shall not use, disclose, or reproduce proprietary data that bears a restrictive legend, other than as re-quired in the performance of this effort. Nothing herein shall preclude the use of any data independently acquired by the Contractor without such limitations or prohibit an agreement at no cost to the Government between the Contractor and the data owner which provides for greater rights to the Contractor.

Any work products and/or artifacts created or produced in the performance of, or delivered under, this contract shall become the prop-erty of the Department of State. This includes, but is not limited to, source code, algorithms, processes, formulas, flow charts, and other deliverables that have been generated by the Contractor.

GENERAL:

Travel:

a) Travel under this contract is defined as Contractor air and ground transportation, lodging, meals and incidental expenses, and pass-port/visa costs.

b) Except as otherwise provided herein, the offeror shall be paid allowable travel costs in accordance with FAR 31.205-46 (Travel Costs).

c) Travel costs are authorized for travel beyond a 50-miles’ radius of the offeror employee’s local place of performance (official duty station) whenever work is required to be accomplished at a remote work site.

d) Local travel shall be processed as follows:

1. If the Government requires a offeror employee to work an entire normal work day at a site other than the employee’s local place of performance (official duty station) and the radius between the two locations is within 50 miles, travel costs are generally allowable, but only for any difference in costs between the employee’s normal daily commuting expense and commuting expense resulting from the most economical means of transportation available to the employee after considering: any physical or medical needs of the em-ployee; and mission requirements. Payment for time associated with such travel is unallowable.

2. If the Government requires a offeror employee to work part of a normal work day at a site other than the offeror employee’s local place of performance (official duty station) and the radius between the two locations is within 50 miles, all travel costs are generally allowable, but only for those costs resulting from the most economical means of transportation available to the employee after consid-ering: any physical or medical needs of the employee; and mission requirements. For this section, “part of a normal work day” is one in which the employee arrives at the start of his normal work day to his local place of performance (official duty station) and departs at the end of his normal work day from his local place of performance (official duty station). An example is an employee having to at-tend a meeting at a Department of State site in the middle of the workday. Payment for time associated with such travel is generally allowable if such time is counted as part of the employee’s normal workday.

3. If the Government requires a offeror employee to work part of a normal work day at a site other than the employee’s local place of performance (official duty station) and the radius between the two locations is within 50 miles, travel costs are generally allowable, but only for any difference in costs between the employee’s normal daily commuting expense and commuting expense resulting from the most economical means of transportation available to the employee, after considering: any physical or medical needs of the em-ployee; and mission requirements. For this section, “part of a normal workday” is only one of the following:

a. one in which the employee arrives at the start of his normal workday to his local place of performance (official duty station); or

b. one in which the employee departs at the end of his normal workday from his local place of performance (official duty station).

An example is an employee having to attend an all-morning local meeting and returning afterwards to his local place of performance (official duty station). Payment for time associated with going from the employee’s local place of performance (official duty station) to a site other than the employee’s local place of performance (official duty station) is generally allowable as long as such time is counted as part of the employee’s normal workday. Payment for time associated with returning from a site other than the employee’s local place of performance (official duty station) to the employee’s local place of performance (official duty station) is generally al-lowable as long as such time is counted as part of the employee’s normal workday.

e) No travel costs (or associated labor time during travel) shall be allowable for regular commuting or telecommuting beyond (or within) a 50-miles’ radius of the offeror’s local place of performance (official duty station).

f) Costs when using a privately-owned vehicle (POV) for official travel are allowable provided that such costs do not exceed costs that would have resulted from use of other reasonable transportation methods (e.g., taxi, airplane, train). Reasonable associated costs, such as tolls and parking fees, are generally allowable. POV travel must be approved by the COR, in writing, in advance.

g) When traveling in a POV for official travel, the offeror shall be paid mileage costs at a rate that does not exceed the POV mileage rate established by the Internal Revenue Service.

h) Costs for car rentals for official travel are allowable pursuant to the following:

1. such rentals are consistent with good business practice;

2. such costs do not exceed costs that would have resulted from use of other reasonable transportation methods (e.g., taxi, airplane, train); and

3. costs do not exceed the actual cost of renting a compact automobile (maximum of one automobile for four offeror personnel), unless extenuating circumstances (e.g., excess baggage) require other arrangements and Contracting Officer approval is obtained.

Reasonable associated costs, such as tolls and parking fees, are generally allowable.

i) The Government will pay the offeror, under the applicable labor category CLIN(s), for each offeror employee’s travel time to or from authorized work locations if the following are met:

1. Payment of travel time described herein is in accordance with the offeror’s established travel policy.

2. Travel time begins no earlier than two (2) hours prior to the scheduled departure time and concludes upon arrival to the initial destination point (e.g., airport) at the place of performance.

3. The Government will not pay for an offeror employee’s time spent in layovers that are for the convenience of the offeror employee or offeror.

4. The Government will not pay more than eight (8) hours per day per Contractor employee for travel time.

5. The Government will not pay for a Contractor employee’s travel time that is outside the employee’s regular working hours.

6. The Government will not pay for a Contractor employee more than the number of hours in the employee’s normal workweek. “Number of hours” includes productive time hours, travel time hours, and paid time off hours (e.g., sick, vacation, holiday).

7. “Productive time hours” consist of hours that, other than travel time hours, directly benefit the contract.

8. Exceptions must be authorized in advance and in writing by the Contracting Officer.

j) The following items concern passports and visas:

1. The offeror shall be responsible for ensuring that all personnel who will be required to travel outside the United States have a current and valid U. S. passport.

2. The offeror shall be responsible for obtaining any visas required for travel to foreign countries under this contract.

3. The offeror’s costs for obtaining and maintaining passports and/or visas will be generally allowable, but the offeror shall pro-rate equitably such costs if they will benefit cost objectives (e.g., contracts) other than this cost objective.

4. The Government will not reimburse the offeror for travel expenses when travel is cancelled or modified as a result of the offeror’s failure to obtain a visa, and where the Government has determined that such failure is due to the action or inaction of the offeror.

5. The Government will not reimburse the offeror for the use of private visa procurement services provided by a third party.

k) Costs for travel that has been modified or cancelled are not allowable unless such modification or cancellation was caused by the Government or otherwise beyond the control of the offeror.

l) Pursuant to FAR 47.402, 47.403, and the Fly America Act, the offeror shall use a U. S.-flag air carrier service unless an exception exists. If such conditions exist under a fixed-price arrangement (i.e., task order or line item in a task order), the offeror shall submit with its task order proposal a memorandum explaining why it does not intend to use a U. S.-flag air carrier service. Inclusion of such costs in the awarded fixed price is contingent upon Government acceptance of such explanation. If such conditions exist under ar-rangements when payment is made based on actual costs incurred (e.g., cost-reimbursement arrangements, materials portion of time-and-materials arrangements, and progress payments based on costs under fixed-price arrangements), the offeror shall submit with its voucher a memorandum explaining why it did not use a U. S.-flag air carrier service. Reimbursement is contingent upon Government acceptance of such explanation.

Leave Notifications of Key Personnel:

The Contractor will inform the COR of all scheduled and unscheduled leave of key personnel in weekly reports.

Overtime

Overtime is NOT authorized under this contract.

Security Requirement

a) This contract shall be at the SECRET level.

(b) Access to classified information shall only be to those contract employees designated as requiring a security clearance in the re-quirements section of the respective position description. Most employees will require a DOS Moderate Risk Public Trust (MRPT) certification for U. S. Citizens and Third Country Nationals (TCNs), or an RSO clearance for local nationals.

(c) Additional Requirements: Subsequent to award, the Government will conduct a formal briefing for the Contractor. The purpose of the briefing will be to bring to the Contractor’s attention the governing documents and directives regarding all security considerations in the staffing of the project, site access, software and hardware functions, document control, and Diplomatic Security procedures.

The DOS will provide assistance to Contractor personnel supporting this requirement in obtaining Annex and workplace access during the period of support. All access documentation shall be returned to the DOS COR at the completion of the support services. All per-sonnel who resign, transfer, terminated, or otherwise removed from the contract shall be debriefed by the Information System Security Officer (ISSO) on the last day of work on site and shall turn in their DOS badge to the ISSO. Each employee under this contract is in-dividually responsible for the protection of information and shall be required to sign an agreement regarding the confidentiality of the work performed under this delivery order.

In accordance with DOS policies, the Contractor shall ensure that all personnel meet the approved criteria and satisfactorily complete all screening and selection process requirements. The Contractor needs to follow their own internal vetting process to ensure there is a reasonable expectation that their employees can obtain the required security clearance, MRPT certification, a local embassy Regional Security Office (RSO) background check, or other vetting approval necessary for contract performance. The Contractor shall ensure that all personnel assigned in support of task orders issued under this contract are trained and indoctrinated in the absolute requirement to maintain and be sensitive to operational security at all times.

Employee Training

The Government shall not be charged any costs incurred by the Contractor as a result of providing training to its personnel to meet or maintain the technical qualifications specified in this SOW. This includes any training required by the Contractor to meet the tech-nical skills, education, language, certifications, etc. This includes but is not limited to courses, books, and enrollment fees or staff hours.

Department of State mandated training will be addressed on an as-needed basis and determination on reimbursement will be made per request. Training shall not commence without PRIOR written approval by the Contracting Officer.

U. S. Government Furnished Equipment and Information

The Government anticipates providing furnished workspace and other appropriate computer hardware and software, telephones and other material appropriate to the performance of tasks for all on-site positions identified in the SOW. All computer resources in use at the U. S. Government facility will be Government furnished.

Government Ownership — Any Government furnished materials, data, or property shall remain the property of the Government and will be returned upon completion of the support services. Government furnished equipment shall be tracked through applicable pro-cedures that will be provided by the Contracting Officer in accordance with the Federal Acquisition Regulation (FAR). Any and all materials, data or property generated/obtained as a requirement under this contract shall remain the property of the Government.

Staffing

The contractor shall propose all staffing necessary to accomplish this requirement, complete and provide costs breakdown per Ap-pendix One. If the contractor intends to hire local personnel as overseas M&E specialists, no housing or per diem will be authorized.

If the offeror intends to hire U. S. personnel and have them travel and work OCONUS, then the offeror shall propose the associated costs for these positions in their cost proposal.

The contractor shall provide in their technical proposals an organization chart clearly showing lines of authority and reporting chain of command.

The contractor shall provide resumes for all proposed Key Personnel positions for approval by the COR. See Appendix Two for re-sume format template. The COR will review the resumes before indicating acceptance through the Contracting Officer. In addition, if

Key Personnel leave the contract, the contractor shall submit the replacement Key Personnel resumes to the COR for review and ap-proval in accordance with the Key Personnel Clause and backfill any and all positions within thirty (30) days. The COR reserves the right to interview potential key personnel in order to verify language skills.

The contractor shall provide domestic personnel and in-country M&E specialists with a local cellular telephone, laptop computer, and workspace. INL/WHP may provide in-country M&E Specialists office space at the Embassy, contingent upon space availability, local access policies regarding third-party contactors, potential ICASS costs, and other Post-specific issues.

All in-country M&E Specialists shall be assigned an INL employee at that Embassy who will serve as the M&E Coordinator. The INL M&E Coordinator shall serve as the in-country M&E Specialist’s main point of contact and will facilitate introductions to relev-ant host-country contacts and offer guidance on issues relevant to their Post.

TELEWORK REQUIREMENT FOR KEY PERSONNEL ONLY:

Key Personnel may request to telework IF the following conditions are met:

- Employee must have completed one (1) full year under this contract

- The Program Manager recommends IN WRITING that the employee can complete all duties required as a telework employee

- The COR…