ITOPSS II Sample Task Order 0002 Mozambique

ATTACHMENT J.2

SAMPLE TASK ORDER 0002 (REV 1)

ITOPSS II

REQUEST FOR TASK ORDER PROPOSAL

Service Title: HIV, Operational/Management, and IT Support Services

Country: Maputo, Mozambique

C. PEFORMANCE-BASED WORK STATEMENT (PBWS)

C1. BACKGROUND AND NEED

The Centers for Disease Control and Prevention’s (CDC) mission is to promote the health and quality of life by preventing and controlling disease, injury, and disability. As part of this mission, CDC is tasked with implementing programs to ensure that people around the world will live safer, healthier lives through protecting Americans at home and abroad from health threats via international prevention, detection and response networks and promoting CDC and the United States Government as trusted and effective resources for health development around the globe.

CDC addresses critical global public health challenges through working with a diverse set of partners to support the development and implementation of culturally-appropriate public health interventions. Through health promotion activities, both domestically and abroad, CDC contributes to reductions in global morbidity and mortality.

The mission of the Centers for Disease Control (CDC) is to promote the health and quality of life of people by preventing and controlling disease, injury, and disability. CDC through its newly created Center for Global Health (CGH) is in a position to bring its scientific expertise and credibility to the U.S. Global Health Initiative (GHI): “to protect the health of our people, while saving lives, reducing suffering, and supporting the health and dignity of people everywhere.” The key elements of CDC’s global health strategy are:

• Assist Ministries of Health to plan, effectively manage, and evaluate health programs;

• Achieve goals adopted by USG programs and international organizations to improve health, including disease eradication and elimination targets;

• Expand CDC’s global health programs that focus on the leading causes of mortality, morbidity and disability, especially chronic disease and injuries;

• Generate and apply new knowledge to achieve health goals; and

• Strengthen health systems and their impact.

As part of this mission, CDC is tasked with implementing programs in international settings, primarily in developing countries. To reach these goals HHS/CDC focuses on the following major program areas: HIV/AIDS, Malaria, Global Immunizations, Influenza, Global Disease Detection, Safe Water, Injury & Violence, Birth Defects & Developmental Disability, Field Epidemiology and Laboratory Training, Sustainable Management Development, Reproductive Health, Workforce and Career Development, and Global Preparedness & Program Coordination.

The functions of the Center for Global Health include the following:

(1) Provides strategic direction and guidance on the execution of CDC’s global health strategy, including decision-making, policy development and program planning and evaluation; (2) ensures the impact and effectiveness of Congressionally-mandated programs; (3) improves implementation and coordination of CDC global programs; (4) harmonizes CDC global health priorities with host country priorities to improve essential public health functions and maximize positive health outcomes, country ownership and sustainability; (5) supervises all CDC country directors and provides leadership in the selection of additional countries to expand or establish collaboration; and (6) measures the performance of CDC’s global health programs in terms of public health impact and fiscal accountability; (7) facilitates the conduct and maintenance of ethical and high quality, evidence-based scientific investigations by implementing regulatory requirements, monitoring human subjects compliance, and clearing scientific products; (8) promotes cross-cutting agendas and harmonizes CDC’s global laboratory science activities to improve diagnostic methodologies and respond to threats of emerging pathogens; (9) provides leadership to promote growth of CDC global health programs; (10) analyzes, measures, and evaluates the global burden and distribution of disease; (11) promotes scientific innovation and best technical practices in global health surveillance, epidemiology, outbreak investigation, monitoring and evaluation, and informatics; (12) provides leadership on issues management, budget formulation and performance integration, and country-specific issues through triaging to programs; (13) participates in defining, developing, shaping and implementing US global health policy and actions; (14) manages inter-governmental and external affairs and cultivates strategic partnerships; (15) plans and executes CDC’s global health communications strategy and public affairs media response/outreach; (16) provides oversight, guidance, and accountability for all operations functions, human resources, workforce management, budget formulation and distribution, extramural reviews and processing, internal and domestic travel, and property management responsibilities of CGH; and (17) develops standardized management processes and solutions for CDC country offices.

The first phase of the U.S. President’s Emergency Plan for AIDS Relief (PEPFAR I) was a 5-year, $15 billion multi-faceted approach to combating HIV/AIDS in more than 100 countries around the world. Since the United States Leadership Against HIV/AIDS, Tuberculosis, and Malaria Act of 2003 (Public Law 108-25) was signed by the President on May 27, 2003, the Office of the U.S. Global AIDS Coordinator (OGAC) has coordinated the U.S.

Government’s world-wide response to HIV/AIDS. In full partnership with the U.S. Agency for International Development, the U.S. Departments of Commerce, Defense, and Labor, and the Peace Corps, the U.S. Department of Health and Human Services (including the Centers for Disease Control and Prevention [CDC], the National Institutes of Health [NIH], and the Health Resources & Services Administration [HRSA]) provides essential technical assistance to implement PEPFAR.

On July 30, 2008, President George W. Bush signed into law the Tom Lantos and Henry J. Hyde United States Global Leadership Against HIV/AIDS, Tuberculosis, and Malaria Reauthorization Act (H.R. 5501) which reauthorizes PEPFAR to continue with a similar mandate for another five years at higher funding levels. The second phase of PEPFAR, or PEPFAR II, seeks to expand HIV prevention, care, and treatment, building on the successes of PEFPAR I and advancing in several important new directions, including:

• Ensuring that programs are sustainable, country-owned and country-driven

• Transitioning from an emergency response to promotion of sustainable country programs

• Strengthen partner government capacity to lead the response to this epidemic and other health demands

• Expand prevention, care, and treatment in both concentrated and generalized epidemics.

• Integrating and coordinating HIV/AIDS programs with broader global health programs to maximize impact on health systems

• Investing in innovation and operations research to evaluate impact, improve service delivery and maximize outcomes

Specific targets for PEPFAR II include:

Prevention:

• support the prevention of more than 12 million new HIV infections;

• ensure that every partner country with a generalized epidemic has both 80% coverage of testing for pregnant women at the national level, and 85% coverage of antiretroviral drug (ARV) prophylaxis and treatment, as indicated, of women found to be HIV-infected;

• double the number of at-risk babies born HIV-free, from the 240,000 babies of HIV-positive mothers who were born HIV-negative during the first five years of PEPFAR;

• in every partner country with a generalized epidemic, provide 100% of youth in PEPFAR prevention programs with comprehensive and correct knowledge of the ways HIV/AIDS is transmitted and ways to protect themselves, consistent with Millennium Development Goal indicators in this area.

Care and Support and Treatment

• provide direct support for more than 4 million people on treatment, more than doubling the number of people directly supported on treatment during the first five years of PEPFAR

• support care for more than 12 million people, including 5 million orphans and vulnerable children (OVCs)

• Ensure that every partner country with a generalized epidemic reaches a threshold of 65% coverage for early infant diagnosis at the national level, and testing of 80% of older children of HIV-positive mothers, with increased referrals and linkages to care and treatment.

Sustainability

• support training and retention of more than 140,000 new health care workers to strengthen health systems

• in order to support country ownership, ensure that in each country with a major PEPFAR investment

(greater than $5 million), the partner government leads efforts to evaluate and define needs and roles in the national response

• ensure that in every partner country with a Partnership Framework, each country will change policies to address the larger structural conditions which contribute to the spread of the epidemic.

At CDC, the Global AIDS Program (GAP) has been actively involved in PEPFAR since its beginning in 2003, with its highly-trained behavioral, health, and laboratory scientists, epidemiologists, medical officers, and public health advisors working at headquarters and in the field and regional offices to support national strategies for sustainable, integrated HIV/AIDS prevention, care, and treatment programs. GAP staff provides expertise in the areas of HIV/AIDS prevention, care, and treatment, infrastructure development, laboratory capacity building, monitoring and evaluation, surveillance, and public health evaluation research.

CDC will furnish the Contractor with the information and materials needed to complete the tasks described below.

These materials may include country program descriptions and scopes of work as well as relevant policies, procedures, and guidelines that become available periodically throughout the contract period. Additional information about PEPFAR can be obtained at www.pepfar.gov, and for CDC’s Global AIDS Program at www.cdc.gov/nchhstp.

C.2 SERVICE OBJECTIVE

HIV/AIDS SUPPORT OVERVIEW

The contractor shall Conduct program evaluations, operations research and epidemiological studies, advise CDC and MoH officials regarding methods of improving and expanding counseling and testing services in-country, prepare Monitoring and Evaluation Trainings, provide services related to USG Emergency Plan Reporting activities, prepare the Care and Treatment portion of the annual Country Operations Plan (COP).

Note: For information only - historically, these services were performed by four contractors (care and treatment: 2; counseling and testing: 1, monitoring and evaluation: 1) in Maputo, Mozambique

OPERATIONS AND MANAGEMENT SUPPORT OVERVIEW

The contractor shall assist CDC Mozambique staff with all financial aspects of the program operations.

This includes performing liaison services between the CDC and Budget and Fiscal Branch @ US Embassy Maputo to track all CDC local expenditures of funds to include VISA purchase card transactions, petty cash accounting and post-held funds transactions. Additionally, the contractor shall assist with budget activities related to contracts, grants, interagency agreements and cooperative agreements in Mozambique developed by CDC locally or in Atlanta at Headquarters. The contractor shall prepare and submit financial reports as required to CDC management for approval and then forward approved reports to CDC HQ and other government entities, as required. Quarterly reports are also to be prepared and submitted to the Ministry of Health and the Ministry of Women and Social Action.

Note: For information only - historically, these services were performed by two contractors in Maputo, Mozambique

INFORMATION TECHNOLOGY (IT) SUPPORT OVERVIEW

The Contractor shall perform an industry-standard, routine (i.e., minimally directed) analysis of the existing CDC Local Area network. The contractor shall use several approaches to obtaining complete information about the current performance of the existing LAN and the desired performance of any future LAN equipment or configurations.

Note: For information only - historically, these types of tasks were performed by one contractor in Maputo, Mozambique

C.3 SPECIFIC TASKS

C.3 .1 HIV Support Services – Care (home-based) & Treatment, Counseling & Testing and Program Monitoring & Evaluation

A. Care and Treatment:

(1) Survey and analyze the current care activities http://www.pepfar.gov/� http://www.cdc.gov/nchhstp�

The Contractor shall independently survey and analyze the following current care activities and summarize the results of the survey and analysis in a monthly progress report, which will be prepared and submitted in accordance with the schedule of deliverables found in section C.6. of this PWS.

(2) Provide advice to CDC management for the purposes of strategic planning

The contractor shall provide advice to CDC management for the purposes of strategic planning orally in meetings and in writing as specifically requested.

(3) Attend Donor, Technical Strategy, and Policy Group meetings

The Contractor shall attend weekly Donor, Technical Strategy and Policy Group meetings and provide a monthly report of the group’s progress and discussions via a section in the monthly progress report mentioned in C.3.1.A.(1) above.

(4) Coordinate with the Mozambique Ministry of Health (MoH) to provide assistance and advice in the areas of Home-based care and treatment.

The contractor shall coordinate with the Mozambique Ministry of Health to provide assistance and advice in the following areas of Home-based care and treatment:

(a) Community Based Care will involve developing policies, training and resource material for community home based care in conjunction with MoH staff, Community-based organizations and other Non-governmental organizations. The contractor shall perform liaison services between CDC and the National AIDS Council to develop and disseminate information about the multi-sectoral response in the form of a system of reference for communities regarding the social, economic, educational and legal needs related to HIV/AIDS conditions.

(b) Train Health Care Personnel to Support Care will involve working with an on-going ministry-initiated working group on care; the contractor will adapt existing training and resource materials for nurse in conjunction with the National Department of Nursing, and facilitate the training of nurses and other mid-level personnel at the national level.

(c) Facilitate Opportunistic Infections (OI) Treatments and prophylaxis by preparing and submitting a report with recommendations for actions that also identifies constraints and creative solutions to the implementation of OI treatment and prophylaxis, explores opportunities for providing treatment and prohylaxis through the system of Day Hospitals, the national Tuberculosis and Leprosy program and designated clinics linked with VCT sites, or other means and makes recommendations for future home-based care and treatment options.

An OI report will be prepared and submitted in accordance with the schedule of deliverables found in section C.6. of this PWS.

B. Counseling and Testing

(1) Coordinate with the MoH to provide support and advice to the MoH Counseling and Testing team

The contractor shall coordinate with the MoH to provide support and advice to the MoH team that oversees, manages and implements Counseling and Testing activities.

(2) Draft the C&T portion of the COP The contractor shall draft the Counseling and Testing portion of the COP and submit to the CTOR for review and comment. Specific formats will be provided in-country and OJT provided for use of systems.

(3) Provide professional advice to the National AIDS Council and JHPIEGO team

The Contractor shall provide professional advice based on their professional experience and training to the National AIDS Council and JHPIEGO team tasked with establishing a national strategy, framework, guidelines and oversight for community-based C&T in Mozambique. The contractor shall be required to attend meetings either in person or by teleconference and advice shall be provided throughout the course of such meetings. Contractor shall advise team members regarding best practices in the area of community based care and treatment. Contractor’s participation in discussions and meetings is also for the purpose of ensuring that the latest relevant science is used as the basis for C&T activities and the scientific knowledge is translated into program guidelines and practices.

(4) Develop and facilitate open communication channels with partners

The Contractor shall develop and facilitate open communication channels with partners (both governmental and NGOs) for C&T sections of National and PEPFAR strategic and operational plans and reports, providing on-going support during each annual operational plan cycle. Contractor shall establish working relationships with key stakeholders in Mozambique, to include those who provide political, financial and operational support and facilitate open and highly effective communication between all parties. The goal is to maximize efforts toward the planning and reporting processes and to allow complete and accurate plans and reports to go forward to various entities, such as the Office of the Global AIDs coordinator, USAID, US DOS, Mozambique MoH and others involved in the process.

A quarterly activity report will be prepared and submitted in accordance with the schedule of deliverables found in section C.6. of this PWS.

C. Program Monitoring and Evaluation

(1) Conduct Program Evaluations, Operations research, and epidemiological studies

The Contractor shall participate in program evaluations, operations research and epidemiological studies of existing programs, operations and epidemiological activities currently sponsored by CDC- GAP Mozambique to assess effectiveness, and provide on-going advice to CDC management. Such studies and evaluations normally occur in response to scrutiny from Washington, DC and are not predictable or scheduled.

(2) Prepare and participate in M&E training sessions and classes.

The Contractor shall participate and assist with the preparation of materials for and participate in Monitoring and Evaluation (M&E) training sessions and classes.

(3) Assist the USG staff with meeting and Emergency Plan reporting requirements and responsibilities.

The Contractor shall assist USG staff with meeting and Emergency Plan reporting requirements and responsibilities on an on-going basis throughout the task order period of performance.

A quarterly activity report will be prepared and submitted in accordance with the schedule of deliverables found in section C.6. of this PWS.

C.3.2 Operations and Management Support – Finance and Budget Services

A Finance and Budget Services

(1) Provide services in the areas of annual program budget formulation and execution for both field and Headquarter’s activities

The Contractor shall participate in the development and planning of the budget for the local program and the overall program budget for the entire fiscal year and future years’ needs. This will include the annual preparation of the Country Operating Plan (COP) budget and activity templates Finally, the contractor shall also enter Management & Staffing data into the COP database, as changes occur.

(2) Review all CDC Budgets

The contractor shall review all budgets prior to submission for accuracy, compliance with applicable laws and government regulations and CDC policy.

(3) Provide CDC management with feedback and suggestions regarding improving the budget development, review and execution process

The contractor shall provide CDC management with feedback and suggestions regarding improving the budget development, review and execution process, that comply with GAAP and FASAB standards. OMB circulars A-123, A-134 and A-136 must be complied with and standard reporting formats employed.

The contractor shall summarize the suggestions and feedback in a monthly progress report, which will be prepared and submitted in accordance with the schedule of deliverables found in section C.6. of this

PWS.

(4) Provide CDC management with advise regarding a variety of financial matters

The contractor shall participate in the establishment or purchase of financial management systems, and advise CDC management regarding various internal control requirements, reporting requirements and data inquiry needs that must be included in a financial system. The contractor shall maintain storage systems, files and recordkeeping systems that comply with federal records management requirements.

The contractor shall also advise CDC Management and suggest internal controls and financial procedures and processes for grants, cooperative agreements, acquisitions, invoices, vouchers, petty cash reconciliations, and other financial transactions.

Deliverables associated with these tasks, which will be prepared and submitted in accordance with the schedule of deliverables, are listed in section C.5. of this PWS.

C.3.3 Information Technology (IT) Support

A. Information Technology (IT) Support

(1) Conduct an analysis regarding the CDC Local Area Network (LAN)

The Contractor shall perform an industry-standard, routine (i.e., minimally directed) analysis of the existing CDC Local Area network. The contractor shall use several approaches to obtaining complete information about the current performance of the existing LAN and the desired performance of any future LAN equipment or configurations.

The analysis and associated report are expected to be completed within 90 days of contract award. The Contractor shall conduct meetings as necessary with system users, management and existing IT support staff to gather information needed. A report will be prepared and submitted in accordance with the schedule of deliverables found in section C.6. of this PWS.

After identifying the problems in the current LAN, the contractor will identify solutions and prepare a decision paper for management review. The decision paper must include the following elements and information:

(a) Executive Summary including: The problems and their causes, estimated costs of lost productivity, at least 3 alternative solutions with the costs and time to implementation for each.

(b) Detailed discussion that documents how the analysis was conducted, what information was obtained, what factors or constraints cause the situation, and how the situation affects morale, productivity and operating costs.

(c) Discussion of alternatives: each alternative should be addressed separately and should include: the identification or name of the alternative, a description in laymen’s terms, detailed estimated cost (include all costs for hardware software, consultants, shipping, training and annual upgrades or maintenance), proposed or suggested schedule from start to final implementation, training schedule (if required), hardware and software needed, lifecycle issues such as obsolescence and replacement plans, volatility of the technology, strength and weaknesses of the software and hardware.

(d) Finally, the last part of the decision paper should be the recommended alternative and must include a discussion that addresses risks, tradeoffs, benefits, disadvantages and the reason(s) the recommended alternative was chosen and the other alternatives were not selected.

This requirement will be satisfied by completing the tasks above and submitting the finished product in accordance with the schedule of deliverables found in section C.5. of this PWS.

(2) Advise CDC management regarding appropriate hardware and software needs

The contractor shall conduct an inventory of all current software and hardware. Each piece of equipment must be barcoded, checked and updated in the property system against the CDC Mozambique property account.

The contractor shall prepare a life cycle maintenance and replacement schedule for all information technology equipment for the following 5 years. Each equipment item to be replaced must be identified by serial number or barcode number, manufacturer, model or part number. The date of recommended replacement is required on the schedule. In addition for any replacements scheduled during the next 6 month period, include the estimated government cost. The schedule must also include an indicator that signifies whether ITSO/TSE or other outside approvals are required prior to purchasing such equipment.

The contractor shall prepare a listing of all software licensed to CDC staff members that must include:

Software identified by application name, company name, version number and year if available and number of licenses, if applicable. The listing must also include an indicator that signifies whether ITSO/TSE or other outside approvals are required prior to purchasing such software.

The contractor must also develop recommendations for purchasing software not currently licensed or owned and IT equipment and peripherals needed to improve operational efficiency.

This requirement will be satisfied by completing the tasks above and submitting the finished product in accordance with the schedule of deliverables found in section C.6. of this PWS.

(3) Consult with the Mozambique Ministry of Health regarding their IT needs and capabilities

The contractor must establish a meeting schedule in coordination with the IT point of contact within the Ministry of Health in order to assess their IT needs and capabilities. Local travel (within a 50-mile radius) will be required to perform this task in order to meet with MoH officials in their offices.

Based on the IT needs and capabilities assessment, a written recommendation, plan and schedule that includes costs, training requirements and best practices must be prepared in both English and Portuguese and submitted in draft form to CDC management for review and comment. After incorporating changes suggested by CDC management into both language versions, the final versions shall be delivered to the appropriate representative of the MoH.

This requirement will be satisfied by completing the tasks above and submitting the finished product in accordance with the schedule of deliverables found in section C.6. of this PWS.

C.4 Place of Performance

Services Title Place of Performance

C.3.1 HIV SUPPORT

SERVICES

Maputo, Mozambique (CDC Office)

C.3.2 OPERATIONS AND

MANAGEMENT

SUPPORT SERVICES

Maputo, Mozambique (CDC Office)

C.3.3 IT SUPPORT

Maputo, Mozambique (CDC Office)

C.5 The services listed above may require contractor staff to travel as indicated below:

Destination Dates/Duration Purpose Nampula, Mozambique September 1-8, 2011 Transition Monitoring and Evaluation Beira, Mozambique January 9-13, 2012 Partner Monitoring Atlanta, Georgia, US March 25 – 31, 2012 International Conference

C.6 Reporting Requirements and Deliverables

The Contractor shall initiate, schedule, and conduct meetings and site visits as needed and according to the specified tasks above or as agreed upon in consultation with the COTR and CO. The items specified for delivery are subject to the inspection and approval by the COTR before final acceptance. The Contractor shall be required to make revisions deemed necessary by the COTR.

The Contractor shall provide the following Deliverables.*

Deliverables

*The Contractor shall send the original to the Task Order COTR. The contractor will accomplish or provide the following in accordance with due dates:

C.6.1 Section C.3.1 HIV Support Services (Care and Treatment, Counseling and Testing, Monitoring and Evaluation)

Actions/Tasks Work Requested Due Section C.3.1.A(1) Monthly progress reports Due by the 5th workday of the month Section C.3.1.A(1) Final report Due 10 working days after project completion Section C.3.1.A(1) OI report 180 days after award Section C.3.1.2. Quarterly activity report Due 10 days following end of quarter Section C.3.1.2. Final report Due 10 working days after project completion Section C.3.1.3. Quarterly activity report Due 10 days following end of quarter Section C.3.1.3. Final report Due 10 working days after project completion

C.6.2 Section C.3.2 Operations and Management Support-Finance and Budget Services

Section C.3.2.A(1) Report for the Ministries of Health and Women and Social

Action about CDC financial commitments in Mozambique; format will be provided.

Quarterly- 5 days after calendar quarter end.

Section C.3.2.A(2) Provide services in the areas of annual budget formulation and execution for both field and CDC headquarters activities

Externally imposed deadlines; dates will be provided

Section C.3.2.A(3) Provide CDC management with feedback and suggestions regarding improving the budget development, review, and execution process

Monthly reports, Due by the 5th workday of the month

Section C.3.2.A(4) Provide CDC management with advice regarding a variety of financial matters

On-going support; no due date

C.6.3 Section C.3.3 IT SUPPORT SERVICES

Section C.3.3.A(1) Conduct an Analysis regarding the CDC Local

Area Network (LAN) 90 days from date of award

Section C.3.3.A(2) CDC Software Inventory Listing 45 days from date of award

Section C.3.3.A(2) CDC Hardware Inventory report 45 days from date of award

Section C.3.3.A(2) CDC Hardware Replacement Schedule 60 days from date of award

Section C.3.3.A(3) Consult with Mozambique MoH regarding their IT needs and capabilities; draft report

150 days from date of award

Section C.3.3.A(3) Final MoH IT Needs and Capabilities Assessment with Recommendations

14 days after comments received on draft version

C.6.4 For Sections C.3.1, C.3.2., and C.3.3.

FOR ENTIRE TASK ORDER

Complete Set of Deliverables

The Contactor shall also provide to the COTR, on a single CD/DVD-ROM or other acceptable format, a complete set of all Deliverables generated under Tasks C.3.1 and C.3.2, and C.3.3.

Within 10 calendars of task order expiration

C.7 References Report formats where available from past reporting will be provided. COP reporting is automated and template driven, so OJT will be provided to instruct individuals on various requirements. CDC will provide all necessary information and informal OJT to complete data entry and reporting activities.

Contractor should be familiar with applicable FASAB standards, GAAP and Federal Appropriations Law concepts.

C.8 Performance-Based Matrices

For Services listed in C3.1, C.3.2, and C.3.3

C.9 Government Furnished Property

Services Title Desktop Laptop Blackberry Mobile

Phone Other

Other

C.3.1 HIV SUPPORT

SERVICES

X

C.3.2 OPERATIONS AND

MANAGEMENT

SUPPORT

SERVICES

X

C.3.3 IT SUPPORT

X

C.10 Period of Performance : 12 months Base Period plus 4 12-month Options

Service Required Measures of Success Indicators

Standards - Criteria for Acceptance

Method of Surveillance

"Incentives" Positive or Negative

Tasks C.3.1, C.3.2, and C.3.3, and Complete Set of Deliverables

Contractor shall perform all tasks/services in accordance with (IAW) applicable regulatory standards, task order requirements, and procedural guidelines as stated in this task order.

100% of Services/tasks adhere to applicable regulatory standards, task order requirements, and procedural guidelines as stated in this task order.

COTR approval and observation.

Positive: Past Performance and Evaluation will be used in determining awards for future task orders for similar services;

Negative:

Performance evaluations will include any services that failed to meet acceptable standards and will be used in determining awards for future task orders for similar services

Timeliness –

(1)All tasks, reports, and deliverables completed within due date specified in Section C.5.

100% of time –All tasks, reports, and deliverables shall be performed by due date specified in Section C.5 unless delay is approved in advanced by COTR.

COTR approval and observation.

Positive: Past Performance and Evaluation will be used in determining awards for future task orders for similar services;

Negative:

Performance evaluations will include any services that failed to meet acceptable standards and will be used in determining awards for future task orders for similar services.

Services Title Base

Period Option Period 1

Option Period 2

Option Period 3

Option Period 4

C.3.1 HIV SUPPORT

SERVICES X X X X X

C.3.2 OPERATIONS AND

MANAGEMENT

SUPPORT

SERVICES

X X X X X

C.3.3 IT SUPPORT

SERVICES X X X X X

C.11 Personal and Non-Personal Services (See below for Definition)

Services Title Personal Service* Non-Personal

Service** C.3.1 HIV/AIDS Support

X C.3.2 Operations and Management X C.3.3 IT support X

* Personal Service(s):

Contractors employed under personal services task orders will not have USG signatory authority, nor will they be able to represent themselves as USG personnel. All contractor employees are required to comply with CDC policies regarding representation, including email signatures, answering the phone, voicemail messages and business cards.

For all purposes of complying with local laws and customs, the contractor shall be the employer of record and assume all liabilities associated with providing services in the location identified in this task order.

**Non Personal Service(s):

Contractor Employees performing services under this order will be controlled, directed and supervised at all times by management personnel of the Contractor. Contractor Employees will perform independent of and without the supervision of any Government official. Actions of Contractor Employees may not be interpreted or implemented in any manner that results in any Contractor Employee creating or modifying Federal policy, obligating the appropriated funds of the U.S. Government, overseeing the work of Federal employees, providing direct personal services to any Federal employee or otherwise violating the prohibitions set forth in Parts 7.5 and 37.1 of the Federal Acquisition Regulation (FAR). The Government will control access to the facility and will perform the inspection and acceptance of the completed work

C.12 Authority to Obligate Government

The Task Order Contracting Officer is the only individual who may legally commit the U.S. Government to the expenditure of public funds. The Contractor may not incur costs chargeable to this task order before the receipt of either a task order signed by the Contracting Officer or a specific written authorization from the Contracting Officer.

C.13 Task Order Type

X Cost Reimbursement (Cost Plus Fixed-Fee) X Severable Non-Severable

C.14 FAR 52.227-17 Rights in Data—Special Works (Dec 2007)

(a) Definitions. As used in this clause—

“Data” means recorded information, regardless of form or the media on which it may be recorded. The term includes technical data and computer software. The term does not include information incidental to contract administration, such as financial, administrative, cost or pricing, or management information.

“Unlimited rights” means the rights of the Government to use, disclose, reproduce, prepare derivative works, distribute copies to the public, and perform publicly and display publicly, in any manner and for any purpose, and to have or permit others to do so.

(b) Allocation of Rights.

(1) The Government shall have—

(i) Unlimited rights in all data delivered under this contract, and in all data first produced in the performance of this contract, except as provided in paragraph (c) of this clause.

(ii) The right to limit assertion of copyright in data first produced in the performance of this contract, and to obtain assignment of copyright in that data, in accordance with paragraph (c)(1) of this clause.

(iii) The right to limit the release and use of certain data in accordance with paragraph (d) of this clause.

(2) The Contractor shall have, to the extent permission is granted in accordance with paragraph (c)(1) of this clause, the right to assert claim to copyright subsisting in data first produced in the performance of this contract.

(c) Copyright—

(1) Data first produced in the performance of this contract.

(i) The Contractor shall not assert or authorize others to assert any claim to copyright subsisting in any data first produced in the performance of this contract without prior written permission of the Contracting Officer. When copyright is asserted, the Contractor shall affix the appropriate copyright notice of 17 U.S.C. 401 or 402 and acknowledgment of Government sponsorship (including contract number) to the data when delivered to the Government, as well as when the data are published or deposited for registration as a published work in the U.S.

Copyright Office. The Contractor grants to the Government, and others acting on its behalf, a paid-up, nonexclusive, irrevocable, worldwide license for all delivered data to reproduce, prepare derivative works, distribute copies to the public, and perform publicly and display publicly, by or on behalf of the Government.

(ii) If the Government desires to obtain copyright in data first produced in the performance of this contract and permission has not been granted as set forth in paragraph (c)(1)(i) of this clause, the Contracting Officer shall direct the Contractor to assign (with or without registration), or obtain the assignment of, the copyright to the Government or its designated assignee.

(2) Data not first produced in the performance of this contract. The Contractor shall not, without prior written permission of the Contracting Officer, incorporate in data delivered under this contract any data not first produced in the performance of this contract and that contain the copyright notice of 17 U.S.C. 401 or 402, unless the Contractor identifies such data and grants to the Government, or acquires on its behalf, a license of the same scope as set forth in paragraph (c)(1) of this clause.

(d) Release and use restrictions. Except as otherwise specifically provided for in this contract, the Contractor shall not use, release, reproduce, distribute, or publish any data first produced in the performance of this contract, nor authorize others to do so, without written permission of the Contracting Officer.

(e) Indemnity. The Contractor shall indemnify the Government and its officers, agents, and employees acting for the Government against any liability, including costs and expenses, incurred as the result of the violation of trade secrets, copyrights, or right of privacy or publicity, arising out of the creation, delivery, publication, or use of any data furnished under this contract; or any libelous or other unlawful matter contained in such data. The provisions of this paragraph do not apply unless the Government provides notice to the Contractor as soon as practicable of any claim or suit, affords the Contractor an opportunity under applicable laws, rules, or regulations to participate in the defense of the claim or suit, and obtains the Contractor’s consent to the settlement of any claim or suit other than as required by final decree of a court of competent jurisdiction; and these provisions do not apply to material furnished to the Contractor by the Government and incorporated in data to which this clause applies.

(End of clause) http://uscode.house.gov/� http://uscode.house.gov/�

C.15 Security/Background Check Requirements

Security/Background Check requirements may need to be performed prior to task order performance.

C.16 CDC Provided Services

None.

C.17 Contractor Use of CDC/USG Vehicles*

Services Title Permitted Use of CDC/USG Vehicles

C.3.1 HIV SUPPORT

SERVICES

X

C.3.2 OPERATIONS AND

MANAGEMENT

SUPPORT SERVICES

X

C.3.3 IT SUPPORT

X

*The Contractor(s) providing the services marked with “X” are authorized to ride within CDC/USG Vehicles to attend routine meetings within a 50-mile radius on a regular basis, visit local facilities and offices within a 50-mile radius to consult with local authorities and experts in related fields, and/or to coordinate with the local Ministry of Health officials, hospital staff, etc. in areas that surrounding the duty location as will be frequent and necessary to complete the assigned tasks.

H. HOMELAND SECURITY PRESIDENTIAL DIRECTIVE (HSPD) -12

REQUIREMENTS

(a) To perform the work specified herein, contractor personnel are expected to have routine 1) physical access to an HHS-controlled facility; 2) logical access to an HHS controlled information systems; or 3) access to sensitive HHS data or information, whether in an HHS controlled information system or in hard copy. This contract/order will entail the following position sensitivity level(s): Public Trust Level 5,a NACIC (NACI + credit check) would be applicable.

(b) To gain routine physical access to an HHS facility, logical access to an HHS controlled information system, and or access to sensitive data or information, the contractor and its employees shall comply with Homeland Security Presidential Directive 12, Policy for a Common Identification Standard for Federal Employees and Contractors; Office of Management and Budget Memorandum (M-05-24); Federal Information Processing Standards Publication Number 201; and with the personal identity verification and investigation procedures contained in the following documents:

(1) HHS Information Security Program Policy

(2) HHS Office of Security and Drug Testing, Personnel Security/Suitability Handbook, dated February 1, 2005

(3) "IN- AND OUT-PROCESSING OF CDC FTEs, PSCs, CONTRACTORS, AND OTHER NON-FTEs" Policy

(4) "VISITORS AND FOREIGN NATIONALS IN THE WORKPLACE AT

CDC" Policy

(c) The personnel investigation procedures for Contractor personnel require that the Contractor prepare and submit background check/investigation forms based on the type of investigation required. The minimum Government investigation for a non-sensitive position is a National Agency Check and Inquiries (with fingerprinting). More restricted positions, above non-sensitive, require more extensive documentation and investigation. As part of its proposal, and if the anticipated position sensitivity levels are specified above, the Offeror shall notify the Contracting Officer of (1) its proposed personnel who will be subject to a background check/investigation and (2) whether any of its proposed personnel who will work under the contract have previously been the subject of national agency checks or background investigations.

(d) Investigations are expensive and may delay performance, regardless of the outcome of the investigation.

Delays associated with rejections and consequent re-investigations may not be excusable in accordance with the FAR clause, Excusable Delays--see FAR 52.249-14. Accordingly, if position sensitivity levels are specified above, the offeror shall ensure that the employees it proposes for work under this contract have a reasonable chance for approval.

(e) Multiple investigations for the same position may, at the Contracting Officer’s discretion, justify reduction(s) in the contract price of no more than the cost of the extra investigation(s).

(f) Language similar to this Security section shall be included in any subcontracts which require subcontractor personnel to have the same frequency and duration of (1) physical access to an HHS-controlled facility; (2) logical access to an HHS-controlled information system; or (3) access to sensitive HHS data/information, whether in an HHS-controlled information system or in hard copy; access to an information system, access to sensitive data, regular or prolonged access to an HHS-controlled facility.

(g) Inquiries on matters that affect contract compliance or terms and conditions should be directed to the Contracting Officer or designee.

(h) Within seven (7) calendar days after final acceptance of the work specified herein, the contractor shall return all identification badges in accordance with CDC's Policy titled "In- And Out-Processing of CDC FTEs, PSCs, Contractors, and Other Non-FTEs Policy". Contractor employees who separate from service under the contract prior to final acceptance shall be out processed in accordance with that same policy.

G. CONTRACT/TASK ORDER ADMINISTRATION DATA

G.1 Task Order Contracting Officer’s Technical Representative (COTR)

TBD

G.2 Headquarter Contracting Officer’s Technical Representative (COTR)

TBD

G.3 Contracting Officer

Sheila Dolan International Acquisition and Assistance Branch Centers for Disease Control and Prevention 2920 Brandywine Rd, MS K-75 Atlanta, GA 30341 Office: 770.488.2638 Email: egy8@cdc.gov

L. INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

L.1 Business Proposal Criteria for Task Order

L.1.1 Include all supporting costs for each Task Request for evaluation (fringe, overhead rate, G&A, profit etc).

Supporting Documentation for each proposed cost must be included (payroll records, indirect rate agreement, mailto:egy8@cdc.gov� vendor quotes, etc.). The pricing for the Request for Task Order Proposal shall be for a Cost Plus Fixed Fee Task Order.

The itemized cost and the rationale for individual cost categories shall be furnished as follows:

(1) Direct Labor. Provide a weekly breakdown of labor hours, rates, and cost by appropriate category, and furnish bases for estimates;

(2). Indirect Costs. Indicate how you have computed and applied your indirect costs (overhead rate, G&A rate etc.), including cost breakdowns. Show trends and budgetary data to provide a basis for evaluating the reasonableness of proposed rates. Indicate the rates used and provide an appropriate explanation;

(3) Other Direct Costs. Provide a breakdown of all other costs not otherwise included in the categories listed above (e.g. computer and consultant services, training etc.) and provide bases for pricing;

(4) Fringe Benefits: Show fringe benefits as a separate cost category. Include the rate(s) and the method of calculating fringe benefits. Provide a copy of the fringe benefit rate and institutional guidelines;

(5) Materials and Services: Provide a consolidated priced summary of individual material quantities included in the various tasks, orders, or contact line items being proposed and the basis for pricing (vendor quotes, invoice prices, etc.). Include raw materials, parts, components, assemblies, and services to be produced or performed by others. For all items proposed, identify the item and show the source, quantity, price, and extent of competition;

(6) Royalties. If royalties exceed $1,500, you must provide the following information on a separate page for each separate royalty or license fee: Name and address of licensor.; Date of license agreement; Patent numbers; Patent application serial numbers, or other basis on which the royalty is payable; Brief description (including any part or model numbers of each contract item or component on which the royalty is payable); Percentage or dollar rate of royalty per unit; Unit price of contract item; Number of units; Total dollar amount of royalties; If specifically requested by the Contracting Officer, a copy of the current license agreement and identification of applicable claims of specific patents (see FAR 27.202 and 31.205-37);

(7) Facilities Capital Cost of Money: When you elect to claim facilities capital cost of money as an allowable cost, you must submit Form CASB-CMF and show the calculation of the proposed amount (see

FAR 31.205-10).

(8) Costs Associated with performing work in an overseas location: These costs, if applicable, may include any costs associated with being able to legally perform services in a foreign country.

L.2 Technical Proposal Criteria for Task Order

(a) Proposals which merely offer to conduct a program in accordance with the requirements listed in Sections C.3, will not be eligible for award. The technical proposal should be in as much detail as you consider necessary (within the 10 page limitation) to reflect a clear understanding of the nature of the work being undertaken.

(b) The technical proposal is limited to 10 pages with double spacing (excluding any cover page, table of contents and appendices which may include CVs, Staff Time Percentage Information, Management Schedule, and Letters of Commitment). Any pages beyond the 10 pages will be ignored in the evaluation process.

(c) The technical proposal shall be comprised of the following elements:

(1) Cover Page (including contract number and name of offeror)

(2) Executive Summary

(3) Concise Presentation of each of the Technical Evaluation Criteria for the Task Order:

(i) Past Experience (20 points) http://farsite.hill.af.mil/reghtml/regs/far2afmcfars/fardfars/far/27.htm#P53_7033� http://farsite.hill.af.mil/reghtml/regs/far2afmcfars/fardfars/far/31.htm#P827_150548� http://farsite.hill.af.mil/reghtml/regs/far2afmcfars/fardfars/far/31.htm#P462_89099�

(ii) Understanding of the Requirements and Proposed Technical Approach (45 points)

(iii) Management Approach and Experience of Key Personnel (35 points)

The following criteria will be used to evaluate the technical proposals.

A. Previous Experience – 20 points The Contractor shall provide a clear and succinct demonstration of previous experience (within the past 5 years) in providing monitoring and evaluation, care and treatment, counseling and testing, IT and financial management services for USG organizations in Africa. Ideally these activities will have dealt with HIV/AIDS and behavioral health interventions in resource constrained settings.

B. Understanding of Requirements and Proposed Technical Approach – 45 points

(1) The Offeror describe in a clear and succinct statement the problem, scope, purpose, and objectives of this task order in the Offeror’s own words to clearly demonstrate an understanding of the intent and requirements of the task order and any potential challenges which may be encountered in completing the tasks.

(2) The Offeror shall describe in detail the proposed methodology/technical approach for complying with each of the requirements specified in the Performance Work Statement, including phases of tasks, methods to be utilized, number of persons to be employed, person-hours for key personnel, and scheduling of time and resources (for site-visits and deliverables, etc.).

C. Management Approach and Experience of Key Personnel – 35 points

(1)…