3_Sol_72039120Q00011.pdf

Solicitation No. 72039120Q000011 Performance Monitoring and Evaluation Service

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Contents

B – SUPPLIES OR SERVICES/PRICE

C – DESCRIPTION /SPECIFICATION

D – PACKAGING AND MARKING

E - IINSPECTION AND ACCEPTANCE

F – DELIVERIES OR PERFORMANCE

G – CONTRACT ADMINISTRATION DATA

H – SPECIAL CONTRACT REQUIREMENTS

H.10 52.204-6 Unique Entity Identifier (OCT 2016)

H.11 52.204-7 System for Award Management (OCT 2018)

I – CONTRACT CLAUSES

J – LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS

K – REPRESENTATIONS, CERTIFICATIONS, AND OTHER STATEMENTS OF BIDDERS

L – INSTRUCTIONS, CONDITIONS, AND NOTICES TO BIDDERS

M – EVALUATION FACTORS – FACTORS FOR AWARD

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B – SUPPLIES OR SERVICES/PRICE

B.1. PURPOSE

The purpose of this multiple-award BPA is to establish arrangements for ordering Monitoring and Evaluation (M&E) Services for the award’s period of performance. Upon issuance of BPA(s) the Contracting Officer will be issuing subsequent Call Order(s).

USAID/Pakistan has a requirement to acquire M&E Services BPAs that will provide a contracting vehicle to award call orders. These BPAs will provide a qualified set of contractors with predetermined services which can be utilized by USAID/Pakistan.

This multiple-award BPA establishes the terms and conditions applicable to potential future purchases for BPA calls under this agreement. USAID’s objective in establishing this Agreement is to reduce the Government's administrative costs and to eliminate unnecessary duplication of paperwork that can result when repetitive purchases of items are made from the same contractor.

A BPA is an Agreement, not a contract. The Government is not obligated to purchase any definite amount under this multiple-award BPA. If a need arises, an authorized representative of the Government may issue an order following the procedures outlined in the BPA. If the BPA-holder accepts the order, then a binding contract between the Government and BPA-holder will exist for that specific order. If the BPA-holder refuses to accept orders or to furnish quotations in compliance with the terms of the BPA, the Government reserves the right to cancel the BPA.

B.2. CONTRACT TYPE

This is a multiple-award Blanket Purchase Agreement (BPA). The Government will issue call orders on a Firm Fixed Price basis for this requirement. For the consideration set forth below, the Contractor shall provide the results, deliverables or outputs described in Section C.

B.3. SUPPLIES/SERVICES

Please see Section C below.

B.4. PLACE OF PERFORMANCE

Pakistan

B.5. AUTHORIZED GEOGRAPHIC CODE

The authorized geographic code for this BPA is 937.

B.6. TERMS AND CONDITIONS

a. Extent of obligation. The Government is obligated only to the extent of authorized calls actually made under the BPA. The BPA does not obligate any funds.

b. Purchase limitation. The ceiling Price for this BPA is $4,000,000.00.

B.7 COST REIMBURSABLE

The U.S. dollar costs allowable shall be limited to reasonable, allocable and necessary costs determined in accordance with FAR 52.216-7, Allowable Cost and Payment, FAR 52.216-8, Fixed Fee, if applicable, and AIDAR 752.7003, Documentation for Payment.

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B.8 BUDGET

Will be incorporated at the time of award of individual Call Orders. All budgets must be submitted with the Daily Rates specified in the budget format table (see attachment A). The fixed hourly rates, inclusive of all direct and indirect costs (including salaries; fringe benefits; overhead; and general and administrative expenses) and profit, are applicable for the BPA period of performance in accordance with Section F.1.

B.9 OBLIGATION OF FUNDS

This BPA does not obligate any funds.

B.10 PAYMENT SCHEDULE

Payment to the Successful Offeror will be specified in individual Orders and will be based on the accomplishments and deliverables and subject to COR approval and acceptance

B.11 CLOSEOUT PROCEDURE

Closeout of BPA and Call Order(s) will be conducted in accordance with Federal Regulations and USAID procedures, rules and regulations for closeout.

Within 30 days of completion and approval of any individual call order, the BPA holder shall present the final invoice to the Contracting Officer’s representative (COR) and the Financial Management Office with a copy to the Contracting Officer (CO).

B.12 AUTHORITY

The U.S Agency for International Development (USAID)/Pakistan is issuing said Blanket Purchase Agreement in accordance with FAR 13.

[End of Section B]

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C – DESCRIPTION /SPECIFICATION

STATEMENT OF WORK

Performance Monitoring and Evaluation (M&E) Activity 1 - Purpose

The Performance Monitoring & Evaluation (M&E) Activity will provide high-quality, reliable, timely, and objective monitoring and evaluation support services to help ensure sufficient oversight of USAID/Pakistan activities. More specifically, the Activity will enable USAID/Pakistan Agreement/Contracting Officer Representatives (A/CORs) to use independent monitoring services to verify and report on activity implementation when USAID staff are unable to conduct on-site monitoring visits due to a number of reasons, including, but not limited to: non-permissive security conditions; difficulty obtaining Pakistani government approval to visit certain geographic location; unavailability of Embassy assets to facilitate site visits, and health/safety issues (such as presented by the COVID pandemic). Independent monitoring under this Activity will include verification of environmental requirements and mitigation plans, as needed.

The primary focus of the Activity will be independent monitoring; however, pending available funding, and based on the capacity of the award holder(s), the mechanism also may be used for select evaluations or assessments related to learning priorities of the Mission or USAID requirements.

This Activity will help inform and improve implementation of the Mission’s Country Development Cooperation Strategy (CDCS) and support achievement of the strategy’s development objectives by providing timely and evidence-based monitoring and evaluation data. It also will assist USAID in fulfilling its responsibilities as a steward of taxpayer dollars by helping to prevent waste, fraud, and abuse in the administration of activities.

2 - Background

USAID/Pakistan Portfolio The CDCS, which defines USAID’s development assistance priorities for the Islamic Republic of Pakistan for the period 2018-2023, aims to achieve a more stable, peaceful, and prosperous Pakistan. The strategy focuses on helping to meet some of Pakistan’s most pressing needs, including greater security, especially along the Afghanistan/Pakistan border, more inclusive economic growth, and improved governance, all of which will advance the country’s journey to self-reliance.

USAID/Pakistan works in a number of sectors, including health, education, infrastructure, economic growth and agriculture, energy, peace, governance, and community resilience nationwide. The Mission currently has around 60 activities, though its overall portfolio likely will be reduced in size over the course of the current

CDCS.

Monitoring, Evaluation, and Learning For the past eight years, USAID/Pakistan had a monitoring, evaluation, and learning (MEL) support contract, the latest iteration of which was called PERFORM. PERFORM and its predecessors (Monitoring and Evaluation Program (MEP) from July 2013 - April 2015 and Independent Monitoring and Evaluation Contract (IMEC) form June 2011 - June 2013) provided a number of services to support the Mission’s MEL activities, including evaluation and assessment support, third-party monitoring, and geographic information system assistance. Moving forward, USAID/Pakistan will require a more calibrated scope and approach to monitoring and evaluation (M&E) support services in line with the Mission’s portfolio of activities, focusing on performance monitoring. This Statement of Work (SOW) reflects this revised scope.

The Mission has historically used third-party mechanisms to conduct infrastructure Quality Assurance/Quality Control (QA/QC) and will continue to do so until all infrastructure activities are completed. While information sharing between the QA/QC and M&E support contracts managed by Mission offices is encouraged, this Activity will operate independently of any other M&E support mechanisms. The Contractor/s for this Activity is solely responsible for providing the deliverables described in this SOW.

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USAID/Pakistan complies with Agency guidance on monitoring, evaluation, and learning, including the USAID Evaluation Policy (2011) and the Automated Directives System (ADS) 201 Program Cycle Operational Policy. In addition, the Mission has implemented an approach to enhance its performance monitoring, which is based on Agency best practices and recognizes that, particularly in environments where it is difficult to access activity sites, it is important to rely on a variety of monitoring actors to gather activity data. Under this Multi-Tiered Monitoring (MTM) approach, activity managers and technical representatives gather and analyze data from multiple sources, or “Tiers,” including: 1) USAID Contact with the Implementing Partner (IP), 2) Document Reviews, 3) USAID Site Visits, 4) Independent Monitoring, and 5) External Sources, to document findings, triangulate information to ensure confidence in the reporting, and use the results to inform programmatic decisions. This Activity will provide the requisite services to support activity managers and other USAID staff members in meeting “Tier 4” of the MTM approach.

This Activity is expected to provide M&E support across the entire Mission, including support offices and regional offices in Peshawar, Karachi, and Lahore. Technical offices that will utilize this Activity include: The Offices of Health, Population and Nutrition; Education; Infrastructure and Engineering; Economic Growth and Agriculture; Energy; Stabilization and Governance; and Community Resilience.

3 - Scope of Work

The Activity will perform tasks in accordance with requirements in USAID/Pakistan’s CDCS, Performance Management Plan (PMP), Mission Notices and Mission Orders on Performance Monitoring and Evaluation, individual project- and activity-level MEL plans, and activity-level MTM plans, which will be shared upon award. The Contractor’s performance of the components below must also comply with quality standards outlined in ADS Chapter 201 and USAID’s Evaluation Policy.

3.1 - Component 1: Monitoring Support

This Activity will provide high-quality, timely, independent, and useful performance monitoring support services to help USAID/Pakistan meet its performance monitoring responsibilities. CORs, AORs, Activity Managers (AMs), Government Agreement Technical Representatives (GATR), and other USAID/Pakistan staff members require performance monitoring data to protect USG funds and ensure they are used in accordance with their notified purpose and as outlined in agreements as well as to help identify activities with implementation challenges; improve and adapt activities during implementation; and inform new activity designs.

The Activity will utilize creative, innovative approaches to mitigate the challenges of monitoring in remote or difficult-to-reach areas. These approaches must remain sensitive to the operating environment in Pakistan and may include a variety of tools such as: Global Positioning System (“GPS”) location-stamped photos, data from GPS tracking devices, remote sensing, surveys (e.g., rapidly deployed crowd sourced/community mobilization or longer-term door-to-door household surveys), remote data collection using mobile devices (e.g., SMS, text message, or Interactive Voice Response (IVR)), and/or crowdsourcing.

The Activity also will provide monitoring support services for direct Government-to-Government (G2G) agreements that USAID/Pakistan has executed with the Federal and provincial governments in Pakistan. The contractor/s of this activity should consider using the G2G/host government systems for data collection, as determined by USAID, but remain prepared to supplement this data to ensure that systems yield high-quality information.

The Mission developed a number of monitoring data collection and analysis tools under the previous M&E contracts. These tools will be shared with the Contractor(s) for reference and use under this Activity.

Specific performance monitoring support tasks will include, but will not be limited to:

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1 - Conduct Site Visits and Verify Activity Implementation:

The Contractor will conduct site visits and activity verification related to the activity MEL plans, MTM plans and/or work plans. This includes monitoring support services for projects and activities located in environments that pose challenges to accessibility, especially in Khyber Pakhtunkhwa (KP) province, including the newly merged districts, southern Punjab, northern Sindh, and Baluchistan as well as neighborhoods in the city of Karachi that are inaccessible to USAID. This monitoring support will provide technical representatives with the necessary data to verify partner compliance with award requirements, including but not limited to, interventions conducted under the work plan, results achieved, participant training requirements, environmental requirements and plans, climate change adaptation, and marking and branding compliance. For example, the Activity will verify interventions such as commodities and equipment delivery, maintenance and usage, utilization of services through USG-assisted facilities, community outreach and mobilization, and capacity building. The Activity will analyze the performance data it collects from site visits, and will flag inconsistencies or red flags that arise during monitoring immediately to USAID.

The Activity will avoid inefficient or duplication of data collection efforts by actively coordinating with USAID/Pakistan and its IPs to establish a protocol or schedule for joint data collection across sectors or geographical areas, and will create and utilize performance monitoring tools, such as a standard checklist for use during regular site visits. The Activity will seek prior approval from USAID before using any monitoring tools in the field. The Activity reports will follow a standard template that will be made available to the Mission offices and IPs in electronic form, as guided by USAID.

In all cases when dealing with IPs, the contractor/s of the Activity shall be careful not to give the impression that it is, or is acting as, a representative of the USG, nor shall it attempt to enforce USAID policies or regulations.

For infrastructure activities, USAID/Pakistan has executed agreements with engineering firms to conduct oversight of construction tasks. Nevertheless, the Activity may support the monitoring of higher-level results of those construction activities (e.g., roads, dams, power plants, schools or clinics constructed) on beneficiaries.

2 - Conduct Data Quality Assessments

The Activity will support the completion of Data Quality Assessments (DQA), which include recommendations to ensure the soundness of data collection methods and common definitions, and facilitate aggregation of data from multiple partners/sources. The Mission anticipates the need for annual DQAs that will contain not more than 20 new or updated indicators. The Activity will use standard checklist and guidance documents, provided by the Mission, to conduct and record the DQAs.

3.2 - Component 2: Evaluation and Assessment Services

Upon request, and subject to available funding, this Activity will complete high-quality, timely, useful, and select (no more than 2-3 per year) performance evaluations and assessments of USAID/Pakistan’s development projects and activities, which will enable the Mission to improve the implementation of these projects and activities and plan future projects and activities in support of the results defined in the CDCS.

The Activity will design and implement methodologically rigorous evaluations and assessments, including the following:

• Mid-term and final evaluations, assessments, or special studies to inform USAID’s decision-making process, such as on resource allocation, geographic focus, and the design of a new project or Mission strategy;

• Ad-hoc analyses and/or surveys to inform a development objective or cross-cutting programs;

• Recurring assessments in various areas, including but not limited to, Knowledge, Attitudes and Perceptions (“KAP”); gender; youth; and sectors relevant to the Mission’s work, as requested by USAID; and

• Baseline, midline, and end-line survey data collection across the development portfolio to evaluate the outcomes of USAID/Pakistan programs, projects, and activities, including the impact on beneficiaries, communities and local organizations.

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The Activity will use rigorous methods that meet international and Agency standards for evaluations and assessments. The Activity will adopt a participatory approach when conducting evaluations and assessments, involving USAID IPs and other stakeholders as appropriate.

The Activity’s evaluations of G2G awards may utilize specialized approaches. G2G activities require a close working partnership with government officials, and evaluations of these activities must support this relationship. Further, the Activity should consider the use of host government systems for data collection, but remain prepared to supplement this data if existing systems cannot yield high-quality information.

4 - Implementation Approach

Each task under this Activity will be implemented as follows:

I - USAID/Pakistan SOW: For each M&E task, the requesting USAID technical office(s) will develop a SOW that will describe the context, purpose, learning objective and audience of the requested services, background information, activity description, list of already existing information, key M&E questions to be addressed, list of indicators on which information is required, list of deliverables required, frequency of reporting, expected time for deliverables and other requirements as applicable.

II - Competition Among the Blanket Purchase Agreement (BPA) Holders: This M&E Activity will be implemented through a BPA mechanism. The final SOW for each M&E task will be competed among the BPA holders, as per the criteria and process set in the BPA by USAID. The winning BPA holder will be awarded a contract to implement the SOW.

III - Workplan: Within two weeks of receiving the award, the Contractor of the monitoring or evaluation activity will develop a comprehensive work plan describing the proposed implementation approach. The work plan must include detailed methodologies for data collection and data analysis, sampling approach, potential limitations, proposed staffing structure, list of deliverables, anticipated schedule of activities, estimated level of effort, illustrated budget and other items as requested in the SOW.

IV - Data Collection and Analysis Plan: In the task work plan, the Contractor will clearly explain all data collection methods it plans to utilize in the field (e.g., surveys, interviews, direct observation, etc), and provide the data collection tools (e.g., questionnaires, interview protocols) for USAID’s review and approval. Where applicable, the methods should be grouped to similar M&E questions and data triangulation should be considered. The Contractor will also develop a data analysis plan that will be applied when processing the obtained data. This plan will directly address each key M&E question with specific methods for collecting and for analyzing the data that will be used to answer it.

V - Reporting and Data Sharing: The Contractor will provide the performance data it has collected, as well as the analysis of this performance data, which will include lessons learned and recommendations for improving activity performance (developed in collaboration with Mission staff). The reporting will be in the format and frequencies as requested in the SOW for that particular monitoring or evaluation task. Reporting may include short briefers, regular check-in meetings, presentations/debriefs to USG or other stakeholders, infographic summaries, evaluation recommendation workshops, submission of raw data, and upload of final deliverables to the USAID Development Experience Clearinghouse (DEC). Reporting should be clear and accessible to various stakeholder audiences. Evaluation reports must meet the standards outlined in ADS 201maa, Criteria to Ensure the Quality of the Evaluation Report.

The regular information gathering that the Contractor will conduct throughout Pakistan will generate a large amount of data. The Contractor must make this data readily available to USAID personnel in an easily accessible and understandable format. As per ADS Chapter 579 - USAID Development Data, “Datasets and supporting documentation created or collected directly by USAID Operating Units or under USAID funded awards must be submitted for inclusion in the USAID Development Data Library (DDL)”. The Contractor will be required to upload the M&E data sets to DDL as per the requirements set in ADS 579. The Contractor must

Page-9 work closely with the COR of the M&E Activity to ensure that appropriate data transfer methods are in place between IPs, USAID/Pakistan, and other stakeholders.

VI - Human Resources and Planning For all M&E services, the Contractor will provide sufficient human and technical resources for team planning meetings at the beginning of the task as well as for sufficient team preparation prior to fieldwork. The Contractor will employ methodologies that ensure systematic stakeholder input at appropriate stages of planning and implementation. This includes a review of the qualifications of the proposed field teams and the provision of methodological tools and input from requesting Mission staff. The Contractor will budget sufficient time for both data collection and analysis and will provide the human and technical resources necessary for drafting quality reports and presentations of findings, conclusions and recommendations. The Contractor must maintain professional ethics and a business code of conduct for the performance of fieldwork by consultants.

The Contractor will provide specialized staff for appropriate time periods for sector-specific tasks. Possible sector-specific knowledge should include: energy, water and sanitation, agriculture, service delivery, private sector engagement, conflict prevention, education, health, social cohesion, governance, economic growth, gender, environment, climate change, youth, micro-finance, competitiveness, and some basic knowledge of the Government of Pakistan’s operational systems, among others.

The anticipated positions for M&E services include:

• Task Manager/Team Lead

• Performance Monitoring Specialist

• Evaluation Specialist

• Sector Specialist

• Gender Specialist

• Data Analyst

• Report Writer

VII - Logistics and Resolution of Discrepancies The Contractor will manage the logistics associated with executing each task, including but not limited to, arranging transportation, hotel bookings, and security permissions (if required), including No Objection Certificates (NOCs) for field visits to remote or insecure areas.

The Contractor will need to interact with many of USAID/Pakistan’s IPs. Consequently, the Contractor must work with the M&E Activity COR and the IPs to establish a coordinated system of communication and information sharing, as well as a protocol to de-conflict data collection. The Contractor will develop an approach for engaging multiple key stakeholders in task development that makes the most efficient use of limited time, such as multi-stakeholder engagement processes. The Contractor should ensure coordination and non-duplication of effort with other similar activities conducted through the Mission, particularly site visits.

On occasion, disagreements over the findings of the Contractor’s tasks may arise. At the M&E Activity COR’s request, the Contractor will appear for meetings with USAID staff and/or IPs to explain any discrepancies between their findings and the findings of the IPs. At such meetings, the Program Office’s Performance Management Unit (PMU) and relevant requesting office staff will discuss how the discrepancy will be resolved.

5 - Contractor Coordination with the M&E Activity COR

The M&E Activity COR will coordinate with the requesting USAID staff and the Contractor of the M&E Activity on individual M&E tasks. The Contractor will work closely with the COR of the M&E Activity on all relevant coordination issues related to implementation of each task. The COR will define a workflow process, which will be finalized with the USAID offices upon start up.

The contractor of each M&E task must establish an internal system to track time and expenditures on the required services ordered in the individual M&E SOWs. Each M&E Contractor will define the exact

Page-10 requirements for this system in consultation with the M&E Activity COR and incorporate it in a workflow document.

6 - Mobilization of Support Services

The COR of the M&E Activity will develop an annual list of monitoring, evaluation and assessment services before the start of each Fiscal Year.

The COR of this Activity will base his/her determination of the needed services on the following criteria:

• Well-defined, clearly stated purpose (e.g., to inform new projects/activities, test a development hypothesis, meet current administration priorities, global lessons, etc.) and support learning on Mission identified cross-cutting themes and special issues.

• Achievable within the expected timeframe, geographic location, and budget, with sufficient reliability, quality and comprehensiveness that will provide useful and quality results.

• Support clarity for programs/projects/activities that have more complex monitoring needs or are in difficult to reach geographic locations.

• Align timing with the appropriate CDCS program/project/activity phase.

• Achieve a sufficient degree of cost benefit (including factors such as location, level of effort, potential replication, etc.) given the size and importance of the program/project/activity.

• Balance support to all interested Mission offices and regional offices; and

• Respond to or follow up on audit findings.

In order to expedite startup, each Contractor will work with the COR of the M&E Activity to develop templates for routine activities, such as site visits, leveraging templates that have been developed in the past. The COR will bundle similar requests for services into one request or summary document, when possible.

7 - Gender Considerations

USAID requires activities to undertake efforts to prevent discrimination and violence against women and girls, provide economic and leadership opportunities, increase participation of women in the political process, improve security for women and girls, promote education, health and well-being, and other efforts designed to directly benefit women and girls.

The M&E Activity will support USAID/Pakistan’s implementation of the Agency’s Gender Equality and Female Empowerment Policy with respect to MEL, as outlined in ADS 205.3.8. This support will include incorporating gender-specific requirements in all M&E tasks and advice on any course corrections that could further close gender gaps and promote gender equality and female empowerment.

The Activity will support the Mission in ensuring that Agency and CDCS gender requirements are met by verifying participation of women through its monitoring support activities, disaggregating by sex all people-level indicator data it collects, and analyzing data for gender differential effects.

The Activity will ensure that both female and male voices are addressed in methodologies, data collection and analysis; specifically, the Activity will undertake gender and culturally appropriate approaches (e.g., separate focus groups, female data collectors, effective utilization of technology, etc.) for all monitoring, evaluation, and assessment tasks. Furthermore, the Activity will ensure that the SOWs for all evaluations it conducts identify evaluation questions for which gender specific or gender differential impacts are expected and design the evaluation according to Agency requirements for gender implicated MEL.

In addition, the Activity may specifically support USAID/Pakistan to ensure that its programming appropriately addresses gender by conducting gender assessments and analyses for specific sectors.

To the extent possible, the Activity will make an effort to:

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• Collect, or identify possibilities for collecting, sex-disaggregated data and geographic disaggregates (province and district);

• Review and analyze data against planned targets with attention to whether there are any gaps between the extent to which females and males are participating in and benefitting from projects and activities, as appropriate, and discuss the findings with IPs.

• Analyze unexpected results (positive or negative) affecting females, males or both, and discuss the findings with IPs.

• Include questions, or encourage the use of questions, in evaluations and assessments about male and female roles to uncover intended and unintended positive and negative changes.

• Identify all evaluation questions for which sex-disaggregated data are needed.

• Consider and advise USAID/Pakistan on whether key evaluation questions examine the extent to which closing gender gaps has improved project outcomes and whether the project has transformed gender norms and reduced gender gaps, and if requested, provide guidance on how to incorporate this aspect into evaluation question(s);

• Ensure that evaluation and assessment designs, methodologies, data collection and analyses adequately capture the situations and experiences of both males and females.

• Field interview teams that are comprised of both males and females appropriate for the cultural context and data being collected; and

• Ensure equal participation of women and men in tasks under this Activity.

8 - Estimated Anticipated Deliverables

a. The Contractor/s must electronically submit all written deliverables to the COR. Additionally, the COR of the M&E Activity may request bound or color deliverables. These deliverables may include large maps or other innovative displays of data, as needed.

b. The below table represents an estimate of the number and types of deliverables anticipated under this Activity. The COR of the M&E Activity will work with the USAID/Pakistan PMU and other Mission offices to regularly update the deliverables to reflect the current needs of the Mission.

Estimated Anticipated Deliverables Table The table below lists the expected number of deliverables for each component, however, the actual deliverables will be identified in each BPA call.

Component/Section Estimated

No.

Estimated Frequency

Deliverables per Item

1a: Monitoring - Site visit verification and compliance-related services

250 site visits (locations)

Annual • Task Work Plan, including detailed methodology, sampling, data collection plan, data analysis plan and other deliverables, as required by USAID.

• Data collection tools.

• Site visit checklist/reporting templates.

• Consolidated report/s (frequency and format to be determined by USAID based on the individual task); and

• Debrief, presentation and/or meetings on findings and recommendations.

1b: Monitoring - Data Quality Assessments

20 Indicators Annual • 1 DQA form/indicators at partner level.

• A consolidated report, if requested by USAID;

and

• Debrief, presentation and/or meetings on findings and recommendations.

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2: Evaluation 2-3 Annual • Implementation Plan and methodology, including sampling plan, data collection plan and data analysis plan.

• Data collection instruments.

• An initial finding debriefing discussion.

• A draft evaluation reports.

• A final evaluation report consistent with

USAID standards for evaluation reports (outlined below) and no more than 30 pages (excluding annexes);

• A presentation to USAID, IPs and other stakeholders on the final report.

• A briefer/summary document with infographics.

• Raw data available electronically.

• All data sets submitted to the Data Development

Library.

• Evaluation data utilization workshop; and

• Final Report uploaded to DEC.

3: Assessment 2 Annual • Implementation Plan and methodology, including sampling plan, data collection plan and data analysis plan.

• Data collection instruments.

• An initial finding debriefing discussion.

• A draft report.

• A final report.

• A presentation to USAID and stakeholders.

• A briefer/summary document with infographics.

• Raw data available electronically; and

• Final Report uploaded to DEC, if required.

9 - Log Framework

NARRATIVE SUMMARY INDICATORS DATA SOURCE ASSUMPTIONS & MITIGATION

Goal: Effective and sufficient monitoring of USAID/Pakistan’s portfolio

Purpose: Provide high-quality analysis and evidence-based information to support oversight of USAID/Pakistan activities

Percentage of USAID/Pakistan staff satisfied with the services

PMU/Program Office will gather data from a survey of USAID/Pakistan recipients of M&E t services and products provided under the M&E Activity

• USAID/Pakistan staff turnover may bring in staff with new perspectives or differing requirements. This may affect satisfaction.

• Satisfaction is very subjective and may be defined differently by various USAID/Pakistan offices.

How are these risks addressed?

• Ensure that Foreign Service

National (FSN) USAID staff are a part of the task team and included in the survey.

• Clearly established SOQ (standards of quality) that are

Page-13 consistently applied in the M&E Activity COR and requesting staff’s review of M&E products and services.

Output: High-quality products and services provided for effective performance management in a timely manner

Percentage of final products that meet the stated purpose and requirements outlined in the approved task work plan

Percentage of final products received in the timely manner for decision-making process

Final products that are approved by the M&E Activity

COR

• Assignments are designed to take place in a timely manner to be relevant for decision-making.

• Assignments are developed in collaboration with technical offices.

How are these risks addressed?

• Quality standards are clearly understood and integrated into the SOW of each task.

• Ensure that the criteria are robust and applicable to different types of tasks.

• Timelines are clearly defined in the SOW and work plans.

[End of Section C]

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D – PACKAGING AND MARKING

D.1 REQUIREMENT AIDAR 752.7009 – MARKING (Jan 1993)

(a) It is USAID policy that USAID‐financed commodities and shipping containers, and project construction sites and other project locations be suitably marked with the USAID emblem. Shipping containers are also to be marked with the last five digits of the USAID financing document number. As a general rule, marking is not required for raw materials shipped in bulk (such as coal, grain, etc.), or for semi‐finished products which are not packaged.

(b) Specific guidance on marking requirements should be obtained prior to procurement of commodities to be shipped, and as early as possible for project construction sites and other program locations. This guidance will be provided through the cognizant technical office indicated on the cover page of this contract, or by the Mission Director in the Cooperating Country to which commodities are being shipped, or in which the project site is located.

(c) to waive marking requirements is vested with the Regional Assistant Administrators and with Mission Directors.

(a) A copy of any specific marking instructions or waivers from marking requirements is to be sent to the Contracting Officer; the original should be retained by the Contractor.

BRANDING POLICY

The Contractor shall comply with the requirements of the policy directives and required procedures outlined in USAID ADS 320.3.2 “Branding and Marking in USAID Direct Contracting” at http://www.usaid.gov/policy/ads/300/320.pdf ; and USAID "Graphic Standards Manual" available at www.usaid.gov/branding or any successor branding policy.

[End of Section D] http://www.usaid.gov/policy/ads/300/320.pdf%20;

http://www.usaid.gov/branding

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E - IINSPECTION AND ACCEPTANCE

E.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

The following contract clauses pertinent to this section are hereby incorporated by reference (by Citation Number, Title, and Date) in accordance with the clause at FAR "52.252-2 CLAUSES INCORPORATED BY REFERENCE" in Section I of this contract. See FAR 52.252-2 for an internet address (if specified) for electronic access to the full text of a clause.

NUMBER TITLE DATE

FEDERAL ACQUISITION REGULATION (48 CFR Chapter 1)

52.246-4 INSPECTION OF SERVICES FIXED PRICE AUG 1996

52.246-5 INSPECTION OF SERVICES COST-REIMBURSMENT APR 1984

E.2 INSPECTION AND ACCEPTANCE

USAID inspection and acceptance of services, reports and other required deliverables or outputs shall take place at:

U.S. Agency for International Development USAID/Pakistan U.S. Embassy Diplomatic Enclave, Ramna 5 Islamabad, Pakistan or at any other location where the services are performed and reports and deliverables or outputs are produced or submitted. The COR (that will be designated through a separate COR letter) has been delegated authority to inspect and accept all services, reports and required deliverables or outputs.

[End of Section E]

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F – DELIVERIES OR PERFORMANCE

F.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

The following contract clauses pertinent to this section are hereby incorporated by reference (by Citation Number, Title, and Date) in accordance with the clause at FAR "52.252-2 CLAUSES INCORPORATED BY REFERENCE" in Section I of this contract. See FAR 52.252-2 for an internet address (if specified) for electronic access to the full text of a clause.

NUMBER TITLE DATE

FEDERAL ACQUISITION REGULATION (48 CFR Chapter 1)

52.242-15 STOP –WORK ORDER AUG 1989

52.247-34 F.O.B. DESTINATION NOV 1991

524-247-48 F.O.B. DESTINATION--EVIDENCE OF SHIPMENT FEB 1999

F.2 PERFORMANCE STANDARDS

Evaluation of the Contractor’s overall performance in accordance with the performance standards set forth in Section C, Expected Results and Deliverables, will be conducted jointly by the COR and the Contracting Officer, and shall form the basis of the Contractor’s permanent performance record with regard to this contract.

F.3 REPORTS AND DELIVERABLES OR OUTPUTS

The Contractor shall adhere to all reporting requirements as required in individual Orders.

F.4 PERIOD OF PERFORMANCE

The estimated period of performance for this Blanket Purchase Agreement (BPA) will be five (05) years.

The Government may cancel the BPA at any time by notifying the Contractor at least 30 days in advance. BPA cancellation does not release the contractor from the duty to continue performance or change the terms and conditions on Call Order(s) issued prior to cancellation unless a change order is processed by the Contracting Officer.

F.5 PLACE OF PERFORMANCE

(a) The place of performance under this contract is Pakistan.

(b) The Contractor may perform certain tasks outside of Pakistan.

[End of Section F]

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G – CONTRACT ADMINISTRATION DATA

G.1 ADMINISTRATIVE CONTRACTING OFFICE

U.S. Agency for International Development Office of Acquisition and Assistance US Embassy Diplomatic Enclave, Ramna 5

Tele: 0092-51-208-0000 & 0092-51-201-4000

G.2 CONTRACTING OFFICER’S REPRESENTATIVE

Contracting Officer’s Representative (COR) Office of Financial Management (OFM) USAID/Pakistan Diplomatic Enclave, Ramna 5 Islamabad, Pakistan Tele: 0092-51-208-0000 & 0092-51-201-4000

The Contracting Officer executing the individual BPA call order and the Call Order COR will retain cognizance of administration for Call Order.

G.3 CONTRACTING OFFICER'S (CO) AUTHORITY

The CO is the only person authorized to make or approve any changes in the requirements of the Blanket Purchase Agreement (BPA) and/or any Delivery Orders under this BPA and notwithstanding any provisions contained elsewhere in this BPA, the said authority remains solely in the CO. In the event the Contractor makes any changes at the direction of any person other than the CO, the change shall be considered to have been made without authority and no adjustment shall be made in the contract terms and conditions, including price.

G. 4 CONTRACTING OFFICER’S REPRESENTATIVE (COR)

The COR for the Delivery Orders will be designated through a separate COR letter. The USAID will provide a copy of this letter to the Contractor.

G.5 CONTRACTOR’S PRIMARY POINT OF CONTACT

The contractor’s primary point of contact for this BPA will be provided by the offeror with email address.

G.6 TECHNICAL DIRECTION

USAID/Pakistan, Office of Program Management (OPM), shall provide technical oversight to the Contractor through the COR pursuant to Section G.8.

G.7 ACCEPTANCE AND APPROVAL

The COR must accept and approve deliverables before payment may be made.

G.8 TECHNICAL DIRECTIONS/RELATIONSHIP WITH USAID

a) Technical Directions are defined to include:

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1. Written directions to the Contractor which fill in details, suggest possible lines of inquiry, or otherwise facilitate completion of work.

2. Provision of written information to the Contractor which assists in the interpretation of drawings, specifications, or technical portions of the work statement.

3. Review and, where required, written approval of technical reports, drawings, specifications, or technical information to be delivered. Technical directions must be in writing, and must be within the scope of the work as detailed in Section C.

b) The COR is authorized by designation to take any or all action with respect to the following which could lawfully be taken by the Contracting Officer, except any action specifically prohibited by the terms of this Contract:

1. Assure that the Contractor performs the technical requirements of the contract in accordance with the contract terms, conditions, and specifications.

2. Perform or cause to be performed, inspections necessary in connection with a) above and require the

Contractor to correct all deficiencies; perform acceptance for the Government.

3. Maintain liaison and direct communications with the Contractor. Written communications with the

Contractor and documents shall be signed as "Contracting Officer Representative" with a copy furnished to the Contracting Officer.

4. Monitor the Contractor's performance progress and notify the Contractor in writing of deficiencies observed during surveillance, and direct appropriate action to effect correction. Record and report to the Contracting Officer incidents of faulty or nonconforming work, delays or problems.

5. Obtain necessary security clearance and appropriate identification if access to Government facilities is required. If to be provided, ensure that Government furnished property is available when required.

LIMITATIONS: The COR is not empowered to award, agree to, or sign any contract (including delivery or purchase orders) or modifications thereto, or in any way to obligate the payment of money by the Government. The COR may not take any action which may impact on the contract schedule, funds, scope or rate of utilization of LOE. All contractual agreements, commitments, or modifications which involve prices, quantities, quality, schedules, or contract terms and conditions shall be made only by the Contracting Officer.

c) The COR is required to meet quarterly/semi-annually/annually with the Contractor and the Contracting Officer concerning performance of items delivered under this contract and any other administration or technical issues.

Telephonic reports may be made if no problems are being experienced. Problem areas should be brought to the immediate attention of the Contracting Officer.

d) In the absence of the designated COR, the COR may designate his/her duties to the Alternate COR (A/COR).

However, such action shall immediately be communicated to the Contractor and the Contracting Officer. In the event that no A/COR has been properly appointed, the COR duties/responsibilities will be performed by the

CO.

e) Contractual Problems - Contractual problems, of any nature, that may arise during the life of the contract must be handled in conformance with specific public laws and regulations (i.e. Federal Acquisition Regulation and Agency for International Development Acquisition Regulation). The Contractor and the COR shall bring all contracting problems to the immediate attention of the Contracting Officer. Only the Contracting Officer is authorized to formally resolve such problems. The Contracting Officer will be responsible for resolving legal issues, determining contract scope and interpreting contract terms and conditions. The Contracting Officer is the sole authority authorized to approve changes in any of the requirements under this contract. Notwithstanding any clause contained elsewhere in this contract, the said authority remains solely with the Contracting Officer.

These changes include, but will not be limited to the following areas: scope of work, price, quantity, technical specifications, delivery schedules, and contract terms and conditions. In the event the Contractor effects any changes at the direction of any other person other than the Contracting Officer, the change will be considered to have been made without authority.

f) Failure by the Contractor to report to the Administrative Contracting Office, any action by the Government considered to a change, within the specified number of days contained in FAR 52.243-7 (Notification of Changes), waives the Contractor's right to any claims for equitable adjustments.

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G.9 PAYMENT TERMS

Payment to the Successful Offeror will be specified in individual Orders and will be based on the accomplishments and deliverables and subject to COR approval and acceptance

G.10 PAYING OFFICE

The Contractor shall make an electronic submission of the signed and completed SF 1034, Public Voucher for Purchases and Services other than Personal, to the paying office designated below.

USAID, Pakistan Office of Financial Management Office C/O U.S. Embassy Diplomatic Enclave, Ramna 5

E-mail: PakistanAccountsPay@usaid.gov

A request for payment is not considered properly submitted unless the claim (SF 1034) has been properly prepared and is accompanied by all required supporting documentation. Payment will be made per the Contract terms, in US Dollar after acceptance of the Contract deliverable by the Contracting Officer’s Representative (COR). The Contractor shall simultaneously forward a copy of the signed voucher, supporting documents and invoice to the Contracting Officer’s Representative (COR).

G.11 INVOICE

a. An itemized invoice shall be submitted in accordance with the payment terms above for all deliveries made during a billing period and for which payment has not been received. These invoices need to be approved by the Call Order COR.

The invoice must include the following:

(i) Company name and address

(ii) Invoice date and number

(iii) Contract number, contract line item number and, if applicable, the order number

(iv) Description, quantity, unit of measure, unit price and extended price of the items delivered

(v) Terms of any discount for prompt payment offered

(vi) Name and address of the official to whom payment is to be sent

(vii) Name, title, and phone number of person to notify in the event of defective invoice

G.12 ACCOUNTING AND APPROPRIATION DATA

To be completed in the issued Call Order

G.13 CONTRACTOR’S PAYMENT ADDRESS

To be completed in the issued Call Order

G.14 ROLES AND RESPONSIBILITIES

Contractor’s activities relative to specific Delivery Orders must be reviewed and approved by USAID’s Contracting Officer’s Representative (COR) prior to execution. The COR will be responsible for reviewing and approving all mailto:PakistanAccountsPay@usaid.gov

Page-20 deliverables and invoices. The Contractor will work closely with USAID’s COR throughout the duration of the contract. The COR may provide the Contractor information which will help clarify or refine strategies and creative designs.

G.15 BPA ORDERS AND BPA ORDER PROCESS

All work to be performed under this BPA will commence with the issuance of orders and as requirements within the scope of this BPA arise. This process will commence with the submission of a request for a BPA Order proposal submitted via e-mail to all BPA contract holders by the Contracting Officer. The request will specifically identify USAID’s requirements. The contractors will submit a response to the Contracting Officer by the requested due date for a BPA Order proposal. The contractor’s response shall include a cost proposal. The cost proposal shall include a detailed breakdown of pricing consistent with the rates established in the basic BPA. Upon submission of a proposal by the contractor, USAID will evaluate the proposal to ensure that all requirements have been met. USAID may request a revised proposal. When the contractor proposal has been revised to the satisfaction of USAID, a BPA Order will be issued to the offer that is technically acceptable with the lowest price or provide best value as determined by the Contracting Officer and clearly written in the BPA Call. BPA Orders will be in writing and will be issued by the USAID Contracting Officer.

a) Generally, BPA Orders will be issued using a Statement of Work.

b) The Contractor in response shall offer:

1. Proposed methodology for the identified deliverables or other requirements to determine achievement of the work.

2. Delivery date(s) or period of performance.

3. Proposed price in accordance with pricing established in this BPA.

The contractor’s quote will be evaluated, and discussions may be held, as needed, prior to issuance of an order.

c) The performance measurements shall be in direct support of the objectives and deliverables. The individual

BPA Order will specify the compensation for meeting, exceeding or failing to achieve the objective to which the parties have agreed.

d) The quoted price shall be supported by the fixed service fees and estimated hours…