SFSA - RFP 623-EA-09-006 fedbizops.pdf

PDF 3 MB Posted Mar 27, 2009

Attached to: Support For Food Security Activities Federal contract opportunity
Solicitation number: 623-EA-09-006
Issued by: US Agency for International Development Kenya

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SFSA RFP Solicitation document

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SFSA RFP A 1 - Qs and As May 4th ready to be posted.doc	DOC document	May 4, 2009
RFP 623-EA-09-006 Cover Ltr.pdf	PDF	Mar 27, 2009
SFSA - Presolicitation Notice - Final Doc.pdf	PDF	Jan 8, 2009

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623-EA-09-006

1. THIS CONTRACT IS A RATED ORDER RATING PAGE OF PAGES

UNDER DPAS (15 CFR 700)

2. CONTRACT NUMBER 3. SOLICITATION NUMBER 4. TYPE OF SOLICITATION 5. DATE ISSUED 6. REQUISITION/PURCHASE NUMBER

SEALED BID (IFB)

NEGOTIATED (RFP)

7. ISSUED BY CODE 8. ADDRESS OFFER TO (If other than Item 7)

NOTE: In sealed bid solicitations "offer" and "offeror" mean "bid" and "bidder".

9. Sealed offers in original and ___________________ copies for furnishing the supplies or services in the Schedule will be received at the place specified in Item 8, or if handcarried, in the depository located in until local time _______________________ (Hour) (Date)

CAUTION - LATE Submissions, Modifications, and Withdrawals: See Section L, Provision No. 52.214-7 or 52.215-1. All Offers are subject to all terms and conditions contained in this solicitation.

A. NAME B. TELEPHONE (NO COLLECT CALLS) C. E-MAIL ADDRESS

AREA CODE NUMBER EXT.

(X) SEC. DESCRIPTION PAGE(S) (X) SEC. DESCR IPTIONPAGE(S)

PART I - THE SCHEDULE PART II - CONTRACT CLAUSES

A SOLICITATION/CONTRACT FORM I CONTRACT CLAUSES

B SUPPLIES OR SERVICES AND PRICES/COSTS PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACH.

C DESCRIPTION/SPECS./WORK STATEMENT J LIST OF ATTACHMENTS

D PACKAGING AND MARKING PART IV - REPRESENTATIONS AND INSTRUCTIONS

E INSPECTION AND ACCEPTANCE

F DELIVERIES OR PERFORMANCE

G CONTRACT ADMINISTRATION DATA L INSTR., CONDS., AND NOTICES TO OFFERORS

H SPECIAL CONTRACT REQUIREMENTS M EVALUATION FACTORS FOR AWARD

K REPRESENTATIONS, CER TIFICATIONS AND OTHER 70

STATEMENTS OF OFFERORS

NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

12. In compliance with the above, the undersigned agrees, if this offer is accepted within ________ calendar days (60 calendar days unless a different period is inserted by the offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the price set opposite each item, delivered at the designated point(s), within the time specified in the schedule.

13. DISCOUNT FOR PROMPT PAYMENT 10 CALENDAR DAYS (%) 20 CALENDAR DAYS (%) 30 CALENDAR DAYS (%) CALENDAR DAYS (%) (See Section I, Clause No. 52-232-8)

14. ACKNOWLEDGEMENT OF AMENDMENTS AMENDMENT NO. DATE AMENDMENT NO. DATE

(The offeror acknowledges receipt of amendments to the SOLICITATION for offerors and related documents numbered and dated:

CODE FACILITY 16. NAME AND TITLE OF PERSON AUTHORIZED TO SIGN OFFER15A. NAME AND

ADDRESS

OF OFFEROR

(Type or print)

15B. TELEPHONE NUMBER 17. SIGNATURE 18. OFFER DATE

AREA CODE NUMBER EXT. 15C. CHECK IF REMITTANCE ADDRESS IS DIFFERENT FROM

ABOVE - ENTER SUCH ADDRESS IN SCHEDULE

19. ACCEPTED AS TO ITEMS NUMBERED 20. AMOUNT 21. ACCOUNTING AND APPROPRIATION

22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION: 23. SUBMIT INVOICES TO ADDRESS SHOWN IN ITEM (4 copies unless otherwise specified)

10 U.S.C. 2304(a) ( ) 41 U.S.C. 253(c) ( )

24. ADMINISTERED BY (If other than Item 7) 25. PAYMENT WILL BE MADE BYCODE CODE

26. NAME OF CONTRACTING OFFICER (Type or print) 27. UNITED STATES OF AMERICA 28. AWARD DATE

IMPORTANT - Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice.

(Signature of Contracting Officer)

(REV. 9-97)

10. FOR INFORMATION CALL:

11. TABLE OF CONTENTS

STANDARD FORM 33

SOLICITATION, OFFER AND AWARD

SOLICITATION

OFFER (Must be fully completed by offeror)

AWARD (To be completed by Government)

1 N/A 150

X MAR. 30, 2009 N/A

Regional Acquisition & Assistance Office USAID/East Africa P.O. Box 629, Village Market 00621, Nairobi Kenya

SEE INSTRUCTIONS IN SECTION L.6

See Sec. L. 6 See Section L. 6 4:30PM, KENYA MAY 12, 2009

Michael Makosala + 254-20-862 2000 2848 mmakosala@usaid.gov See Attached Table of Contents

X 1

X 6

X 24

X 30

X 32

X 33

X 44

X 48

X 60

X 69

X 76

X 90

RFP 623-EA-09-006

Table of Contents Page

SECTION A - THE SCHEDULE …………………………………………………………. 1

B - SUPPLIES OR SERVICES AND PRICE/COSTS ………………………………………… 6

B.1 PURPOSE………………………………………………………………………………. 6

B.2 CONTRACT TYPE ……………………………………………………………………. 6

B.3 MINIMUM OBLIGATED AMOUNT…………………………………………………. 6

B.4 MAXIMUM CONTRACT CEILING………………………………………………….. 6

B.5 OBLIGATED AMOUNT, ESTIMATED COSTS, FIXED FEE………………………. 7

B.6 INDIRECT COST RATES……………………………………………………………… 7

B.7 ADVANCE UNDERSTANDING ON CEILING ON INDIRECT COST RATES

AND FINAL PERFORMANCE FOR INDIRECT COSTS …………………………… 8

B.8 CEILING ON FIXED FEE……………………………………………………………… 9

B.9 LABOR …………………………………………………………………………………. 9

B.10 TASK ORDER LIMITATIONS ……………………………………………………….. 23

SECTION C - DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK ……………. 24

SECTION D - PACKAGING AND MARKING ……………………………………………… 30

D.1 AIDAR 752.7009 MARKING (JAN 1993) …………………………………………… 30

D.2 BRANDING ……………………………………………………………………………. 30

D.3 BRANDING STRATEGY ……………………………………………………………… 30

SECTION E - INSPECTION AND ACCEPTANCE …………………………………………… 32

E.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE … 32

E.2 INSPECTION AND ACCEPTANCE …………………………………………………… 32

SECTION F - DELIVERIES OR PERFORMANCE ……………………………………………. 33

F.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE ….. 33

F.2 PERIOD OF PERFORMANCE ………………………………………………………… 33

F.3 PERFORMANCE STANDARDS ………………………………………………………. 33

F.4 REPORTS AND DELIVERABLES ……………………………………………………. 33

F.5 TASK ORDERS …………………………………………………………………………. 36

F.6 FAIR OPPORTUNITY TO BE CONSIDERED ……………………………………….. 36

F.7 KEY PERSONNEL ……………………………………………………………………… 41

F.8 CONTENTS OF TASK ORDERS ………………………………………………… …… 41

F.9 SUBMISSION REQUIREMENTS FOR DEVELOPMENT EXPERIENCE

DOCUMENTATION TO PPC/CDIE/DI ………………………………………………… 42

SECTION G - CONTRACT ADMINISTRATION DATA ……………………………………… 44

G.1 NOTICE LISTING CONTARCT CLAUSES INCORPORATED BY REFERENCE…… 44

G.2 CONTRACTING OFFICER …………………………………………………………….. 44

G.3 CONTRACTING OFFICER’s TECHNICAL REPRESENTATIVE (COTR) …………. 44 G.4 CONTRACTOR’s PRIMARY POINT OF CONTACT – IQC MANAGER……………. 45

G.5 PAYING OFFICE ……………………………………………………………………….. 45

G.6 ACCOUNTING AND APPROPRIATION DATA ……………………………………... 45

G.7 CONTRACTOR’s PAYMENT ADDRESS …………………………………………….. 45

G.8 TECHNICAL DIRECTIONS/RELATIONSHIP WITH USAID ……………………… 45

SECTION H - SPECIAL CONTRACT REQUIREMENTS ………………………………….. 48

H.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE 48

H.2 AIDAR 752.7004 EMERGENCY LOCATOR INFORMATION …………………. 48

H.3 752.7007 PERSONNEL COMPENSATION ……………………………………….. 48

H.4 ADDITIONAL REQUIREMENTS FOR PERSONNEL COMPENSATION ……… 49

H.5 SECURITY CLEARANCE ………………………………………………………… 50

H.6 DEFENSE BASE ACT (DBA) ……………………………………………………… 51

H.7 752.228.70 MEDAVAC …………………………………………………………….. 51

H.8 AUTHORIZED GEOGRAPHIC CODE …………………………………………… 52

H.9 LOGISTIC SUPPORT ………………………………………………………………. 52

H.10 LANGUAGE REQUIREMENTS …………………………………………………… 53

H.11 SUBCONTRACTING PLAN REPORT …………………………………………….. 53

H.12 ORGANIZATIONAL CONFLICT OF INTEREST – PRECLUSION FROM

IMPLEMENTATION CONTRACT ………………………………………………… 53

H.13 ORGANIZATIONAL CONFLICT OF INTEREST – PRECLUSION FROM

FURNISHING CERTAIN SERVICES AND RESTRICTION ON USE OF

INFORMATION ……………………………………………………………………. 53

H.14 ORGANIZATIONAL CONFLICT OF INTEREST – RESTRICTION ON USE OF

INFROMATION …………………………………………………………………….. 54

H.15 FOREIGN GOVERNMENT DELEGATIONS TO INT’L CONFERENCES ……. … 54

H.16 INTERNATIONAL TRAVEL APPROVAL ………………………………………… 54

H.17 REPORTING OF FOREIGN TAXES ………………………………………………… 55

H.18 USAID DISABILITY POLICY ……………………………………………………….. 56

H.19 SUBCONTRACTING CONSENT ……………………………………………………. 56

H.20 GRANTS UNDER CONTRACT ………………………………………………………. 56

H.21 HOMELAND SECURITY PRESIDENTIAL DIRECTIVE – 12 ……………………… 57

H.22 CODE OF CONDUCT FOR THE PROTECTION OF BENEFICIARIES OF

ASSISTANCE FROM SEXUAL EXPLOITATION AND ABUSE …………………. 58

H.23 PROHIBITION OF ASSISTANCE TO DRUG TRAFFICKERS ……………………… 59

PART II - CONTRACT CLAUSES

SECTION I - CONTRACT CLAUSES ………………………………………………………. 60

I.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE … 60

I.2 52.216-18 ORDERING ………………………………………………………………… 64

I.3 52.216-19 ORDERING LIMITATIONS ……………………………………………… 64

I.4 52.216-22 INDEFINITE QUANTITY …………………………………………………. 65

I.5 52.222-39 NOTIFICATION OF EMPLOYEE RIGHTS CONCERNING PAYMENT

OF UNION FEES ………………………………………………………………………. 65

I.6 PERIODIC PROGRESS REPORTS …………………………………………………… 67

I.7 COMPLIANCE WITH SECTION 508 OF THE REHABILITATION ACT OF 1973 67

I.8 ADDITIONAL CLAUSES ……………………………………………………………… 68

PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS

SECTION J - LIST OF ATTACHMENTS ………………… ………………………………... 69

PART IV - REPRESENTATIONS AND INSTRUCTIONS …………………………………... 70

SECTION K - REPRESENTATIONS, CERTIFICATIONS AND OTHER

STATEMENTS OF OFFERORS ………………………………………… 70

K.1 NOTICE LISTING SOLICITATION PROVISIONS INCORPORATED

BY REFERENCE ……………………………………………………………………… 70

K.2 ANNUAL REPORTS AND CERTIFICATIONS …………..………………………….. 70

K.3 COST ACCOUNTING STANDARDS NOTICES AND CERTIFICATIONS ………… 71

K.4 PROPOSAL DISCLOSURE – COST ACCOUNTING PRACTICE CHANGES ……… 74

K.5 INSURANCE – IMMUNITY FROM TORT LIABILITY …………………………….. 75

K.6 SIGNATURE ……………………………………………………………………………. 75

SECTION L - INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS ……… 76

L.1 NOTICE LISTING SOLICITATION PROVISIONS INCORPORATED BY REFER. 76

L.2 INSTRUCTIONS TO OFFERORS - COMPETITIVE ACQUISITION ……………. 76

L.3 TYPE OF CONTRACT ……………………………………………………………. 81

L.4 SERVICE OF PROTEST ……………………………………………………………. 81

L.5 GENERAL INSTRUCTIONS TO OFFERORS ……………………………………... 81

L.6 DELIVERY INSTRUCTIONS ……………………………………………………… 82

L.7 INSTRUCTIONS FOR THE PREPARATION OF THE TECHNICAL PROPOSAL 84

L.8 INSTRUCTIONS FOR THE PREPARATION OF THE COST PROPOSAL ……… 86

SECTION M - EVALUATION FACTORS FOR AWARD ……………………………… 90

M.1 GENERAL INFORMATION ……………………………………………………….. 90

M.2 TECHNICAL EVALUATION CRITERIA ………………………………………... 90

M.3 DETERMINATION OF THE COMPETITIVE RANGE ………………………….. 92

M.4 PRICE/BUSSINESS EVALUATION ……………………………………………….. 92

M.5 SOURCE SELECTION ……………………………………………………………… 92

M.6 CONTRACTING WITH SMALL BUSINESS CONCERNS ………………………. 92

ATTACHMENTS ……………………………………………………………………..………. 94

ATTACHMENT J.1 - IDENTIFICATION OF PRINCIPAL GEOGRAPHIC CODE NUMBERS 94

ATTACHMENT J.2 - USAID FORM 1420-17 - CONTRACTOR BIOGRAPHICAL DATA SHEET 95

ATTACHMENT J.3 - SF LLL - DISCLOSURE OF LOBBYING ACTIVITIES …………………… 98

ATTACHMENT J.4 - SMALL BUSINESS SUBCONTRACTING PLAN TEMPLATE …………… 102

ATTACHMENT J.5 - DD 254 DEPARTMENT OF DEFENSE CONTRACT SECURITY

CLASSIFICATION SPECIFICATIONS (incl. Suppl. Sec. Guidance for Item 13) 107

ATTACHMENT J.6 - COST/PRICE EVALUATION MATRIX ……………………………………. 110

ATTACHMENT J.7 - LIST OF ORGANIZATIONS PARTICIPATING IN OCT. 27, 2008 PRE-

SOLICITATION CONFERENCE ……………………………………………. 113

ATTACHMENT J.8 - OPERATIONAL SECURITY - General Information ………………………… 120

ATTACHMENT J.9 – Oct. 27, 2008 Pre-Solicitation POWER POINT PRESENTATION …………… 131

ATTACHMENT J.10- Offeror-proposed Branding Implementation Plan …………………………….. 141

APPENDIX: Answers to substantive comments or questions received in response to ……………… 142 DRAFT RFP: 623-EA-09-004 issued Dec. 8, 2008

SECTION B

PART I - THE SCHEDULE

SECTION B - SUPPLIES OR SERVICES AND PRICE/COSTS

B.1 PURPOSE

The purpose of this contract is to provide services that fall within the scope of the work specified in Section C for Support for Food Security Activities (SFSA) envisioned to be implemented under individual Task Orders in the East and Southern Africa Region. USAID Task Order Contracting Officers (TOCOs) will request the work through the issuance of task orders during the ordering period as specified in Section F of the contract.

B.2 CONTRACT TYPE AND SERVICES

This is an Indefinite Quantity Contract (IQC). The Government will issue task orders that are one of the following: Firm-Fixed Price (FFP) or Cost Plus Fixed Fee (CPFF) term or completion. The Contractor must perform the services set forth in task orders at prices consistent with section B of this contract.

B.3 MINIMUM OBLIGATED AMOUNT

The basic contract includes an initial obligation of funds in the amount of $35,000 to cover the minimum order guarantee. USAID is required to order and the Contractor is required to furnish the minimum order amount of services. Upon concurrence of the basic IQC COTR, the specific IQC’s minimum order amount may be applied as funding towards the first Task Order issued against specific IQC. Otherwise, the IQC CO may unilaterally deobligate $35,000 from the specific IQC as soon as the first TO issued against that IQC meets or exceeds the minimum order guarantee.

Following this initial obligation ($35,000), individual task orders will obligate funds to cover the work required under that task order.

B.4 MAXIMUM CONTRACT CEILING

This is a multiple award Indefinite Quantity Contract for with an overall ceiling price of $500,000,000 (labor and all other costs and fee).

The maximum aggregate dollar value of task orders awarded to all contractors cannot exceed the contract ceiling. This ceiling is not being subdivided among the number of awardees nor is it being multiplied by the number of awardees.

The number of awards under Support for Food Security Activities is ____________(the number will be inserted by the CO at the time of contract award. See Section L.6)

B.5 OBLIGATED AMOUNT, ESTIMATED COST, FIXED FEE

(a) Obligated Amount. The basic contract includes an initial obligation of funds in the amount of $35,000 to cover the minimum order amount.

(b) The Total Estimated Cost Plus Fixed-Fee for each task order must be negotiated in accordance with the terms of the IQC contract. In no event may the indirect rates or fixed fee for a task order exceed the ceilings set forth in Section B.7 and B.8 of IQC contract. The U.S. dollar costs must be limited to reasonable, allocable, and allowable costs determined in accordance with FAR 52.216-7, Allowable Cost and Payment, and FAR 52.216-8, Fixed Fee, A-21 (for universities), and A-122 (non-profit).

(c) Fixed Fee Payment. For any task order issued under this contract, at the time of each payment of allowable costs to the Contractor, the USAID paying office ordinarily pays the Contractor a percentage of fixed fee that directly corresponds to the percentage of allowable costs being paid. Two exceptions to paying fixed fee in this manner apply:

(1) If the TOCO determines that this method results in paying a disproportionately higher ratio of fixed fee than the percentage of work that the Contractor has completed, then the TOCO may suspend further payment of any fixed fee until the Contractor has made sufficient progress to justify further payment, up to the agreed percentage.

(2) Because the clauses entitled "Allowable Cost and Payment" (FAR 52.216-7) and "Fixed Fee" (FAR 52.216-8) are incorporated into this contract, the terms and conditions of these clauses apply after total payments of fixed fee reach eighty-five percent (85%) of the total fixed fee.

B.6 INDIRECT COST

Pending establishment of revised provisional or final indirect cost rates, allowable indirect costs shall be reimbursed on the basis of the following negotiated provisional or predetermined rates and the appropriate bases:

/THE REMAINDER OF THIS PAGE IS LEFT BLANK INTENTIONALLY/

Description Rate Base Type Period 1/ 1/ 1/ 2/ 2/ 2/ 3/ 3/ 3/

1/Base of Application:

Type of Rate:

Period:

Source:

2/Base of Application:

Type of Rate:

Period:

Source:

3/Base of Application:

Type of Rate:

Period:

Source:

[The offeror having Gov’t-approved rates agreement is to complete above, subject to negotiations of the ceiling rates – see Sec. B.7, below]

Note 1: Contractors are allowed to recover applicable indirect costs (i.e., overhead, G&A, etc.) on other direct costs (ODCs), if it is part of the contractor's usual accounting procedures, consistent with FAR Part 31, and Negotiated Indirect Cost Rate Agreement (NICRA).

Note 2: While Subcontractor indirect cost rates are not incorporated above, subcontractor indirect cost rates as indicated in Note 1 above may be included in task order proposals, and are subject to approval of the TOCO in accordance with FAR 52.244-2, Subcontracts.

B.7 ADVANCE UNDERSTANDING ON CEILING ON INDIRECT COST RATES AND

FINAL PERFORMANCE FOR INDIRECT COSTS

(a) For each of the contractor's accounting periods during the term of this contract, the parties agree as follows:

(1) The distribution base for establishment of final overhead rates is ____________________.

(2) The distribution base for establishment of final G&A rates is ______________________.

[The offeror having Gov’t-approved rates agreement is to complete, subject to negotiations of the ceiling rates]

(b) The contractor will make no change in its established method of classifying or allocating indirect costs without the prior written approval of the contracting officer.

(c) Reimbursement for indirect costs shall be at final negotiated rates, but not in excess of the following ceiling rates for each of the contractor’s (5) IQC fiscal years and additional (2) if any Task Orders call for performance up to 2 years past the IQC’s 5-year ordering period:

Indir. Cost Type FY 09 FY 10 FY 11 FY 12 FY 13 FY 14* FY 15*

1. _____________ _____ _____ _____ _____ _____ _____ _____

2. _____________ _____ _____ _____ _____ _____ _____ _____

3. _____________ _____ _____ _____ _____ _____ _____ _____

[To be completed by the offeror]

* The IQC ordering period is 5-years. If TO is placed during final 5th year, performance may continue for up to two additional years.

(d) The government shall not be obligated to pay any additional amount on account of indirect costs above the ceiling rates established in the contract. This advance understanding shall not change any monetary ceiling, cost limitation, or obligation established in the contract.

B.8 CEILING ON FIXED FEE

For each task order issued under this IQC, the TOCO and Contractor agree to negotiate a set dollar amount for fixed fee. In negotiating the fixed dollar amount for fee, the TOCO must consider the policies and factors for establishing fee in FAR 15.404-4 as well as any applicable USAID policy on establishing a fixed fee amount. In no event, however, may the amount of fixed-fee in any individual Task Order exceed percent:______ [offeror proposes ceiling percentage] of the Task Order's estimated cost, excluding fee.

B.9 LABOR

Compensation of personnel under this contract or any resulting subcontract must be in accordance with AIDAR 752.7007 Personnel Compensation, the full text of which is in section H. Also, please see H.3.(b), L.8(b) and Attachment 6, NOTE 5.

The work-day and work-week policies and method of accounting for paid absences including holidays for the contractor and major subcontractors is subject to individual ordering missions work schedules and will set forth/ negotiated/approved by TOCOs.

Only professional labor categories listed below are authorized to be used in performance of any task order eligible under SFSA IQC. The IQC holder is required to provide suitable/qualified individuals to fill any of positions listed below. The individual’s proposed billing rate must not exceed the position’s Ceiling rate set forth below for each professional labor category and grade for the applicable year of performance.

/THE REMAINDER OF THIS PAGE IS LEFT BLANK INTENTIONALLY/

IQC contract YEAR 1 (Covers Period: Effective award date plus 12 months)

Empl. Unburdened Consultant (Annual or Daily) Fully-Burdened Labor Category Grade Lvl Salary Rate* Daily Rate*

1. Chief of Party Sr. Lvl $________ and/or $_________

2. Deputy Chief of Party Sr. Lvl $________ and/or $_________

3. Grants Manager Mid-Lvl $________ and/or $_________

4. Financial/Accounting Mgr Sr. Lvl $________ and/or $_________ Financial/Accounting Mgr Mid-Lvl $________ and/or $_________

5. Monitoring & Eval. Spec. Sr. Lvl $________ and/or $_________ Monitoring & Eval. Spec. Mid-Lvl $________ and/or $_________

6. Inf./Knowledge Mgmt Spec. Sr. Lvl $________ and/or $_________ Inf./Knowledge Mgmt Spec. Mid-Lvl $________ and/or $_________

7. Agricul. Market Devel. Spec. Sr. Lvl $________ and/or $_________ Agricul. Market Devel. Spec. Mid-Lvl $________ and/or $_________

8. Trade Specialist Sr. Lvl $________ and/or $_________ Trade Specialist Mid-Lvl $________ and/or $_________

9. Agribus. Devel. Specialist Sr. Lvl $________ and/or $_________ Agribus. Devel. Specialist Mid-Lvl $________ and/or $_________ 10 Producer Organiz. Dev. Spec. Sr. Lvl $________ and/or $_________ Producer Organiz. Dev. Spec. Mid-Lvl $________ and/or $_________ 11 Agronomist Sr. Lvl $________ and/or $_________ Agronomist Mid-Lvl $________ and/or $_________ 12 Animal Product. & Mkt Spec. Sr. Lvl $________ and/or $_________ Animal Product. & Mkt Spec. Mid-Lvl $________ and/or $_________ 13 Irrig./Water Res. Mgmt Spec. Sr. Lvl $________ and/or $_________ Irrig./Water Res. Mgmt Spec. Mid-Lvl $________ and/or $_________ 14 Post-Harvest Specialist Sr. Lvl $________ and/or $_________ Post-Harvest Specialist Mid-Lvl $________ and/or $_________ 15 Human Nutrition Specialist Sr. Lvl $________ and/or $_________ Human Nutrition Specialist Mid-Lvl $________ and/or $_________ 16 Ag. Economics/Policy Spec. Sr. Lvl $________ and/or $_________ Ag. Economics/Policy Spec. Mid-Lvl $________ and/or $_________ 17 Rural Finance Specialist Sr. Lvl $________ and/or $_________ Rural Finance Specialist Mid-Lvl $________ and/or $_________ 18 Human. Assist. Resp. Spec. Sr. Lvl $________ and/or $_________ Human. Assist. Resp. Spec. Mid-Lvl $________ and/or $_________ 19 Human. Assist. Logist. Spec. Sr. Lvl $________ and/or $_________ Human. Assist. Logist. Spec. Mid-Lvl $________ and/or $_________ 20 Inst./Organiz. Develp. Spec. Sr. Lvl $________ and/or $_________ Inst./Organiz. Develp. Spec. Mid-Lvl $________ and/or $_________ 21 Trng&Human Res. Devel. Spec. Sr. Lvl $________ and/or $_________ Trng&Human Res. Devel. Spec. Mid-Lvl $________ and/or $_________ 22 GIS Analysis Specialist Sr. Lvl $________ and/or $_________ GIS Analysis Specialist Mid-Lvl $________ and/or $_________ 23 Comm. Outreach Specialist Sr. Lvl $________ and/or $_________ Comm. Outreach Specialist Mid-Lvl $________ and/or $_________

/TO BE COMPLETED BY IQC CO AFTER ALL NEGOTIATIONS WITH SUCCESSFUL FIRM/

IQC contract YEAR 2 (Covers Period: the next 12-month period starting from Year 1’s end-date)

Labor Category Grade Lvl Salary Rate* Daily Rate*

1. Chief of Party Sr. Lvl $________ and/or $_________

2. Deputy Chief of Party Sr. Lvl $________ and/or $_________

3. Grants Manager Mid-Lvl $________ and/or $_________

4. Financial/Accounting Mgr Sr. Lvl $________ and/or $_________ Financial/Accounting Mgr Mid-Lvl $________ and/or $_________

5. Monitoring & Eval. Spec. Sr. Lvl $________ and/or $_________ Monitoring & Eval. Spec. Mid-Lvl $________ and/or $_________

6. Inf./Knowledge Mgmt Spec. Sr. Lvl $________ and/or $_________ Inf./Knowledge Mgmt Spec. Mid-Lvl $________ and/or $_________

7. Agricul. Market Devel. Spec. Sr. Lvl $________ and/or $_________ Agricul. Market Devel. Spec. Mid-Lvl $________ and/or $_________

8. Trade Specialist Sr. Lvl $________ and/or $_________ Trade Specialist Mid-Lvl $________ and/or $_________

IQC contract YEAR 3 (Covers Period: the next 12-month period starting from Year 2’s end-date)

Labor Category Grade Lvl Salary Rate* Daily Rate*

1. Chief of Party Sr. Lvl $________ and/or $_________

2. Deputy Chief of Party Sr. Lvl $________ and/or $_________

3. Grants Manager Mid-Lvl $________ and/or $_________

4. Financial/Accounting Mgr Sr. Lvl $________ and/or $_________ Financial/Accounting Mgr Mid-Lvl $________ and/or $_________

5. Monitoring & Eval. Spec. Sr. Lvl $________ and/or $_________ Monitoring & Eval. Spec. Mid-Lvl $________ and/or $_________

6. Inf./Knowledge Mgmt Spec. Sr. Lvl $________ and/or $_________ Inf./Knowledge Mgmt Spec. Mid-Lvl $________ and/or $_________

7. Agricul. Market Devel. Spec. Sr. Lvl $________ and/or $_________ Agricul. Market Devel. Spec. Mid-Lvl $________ and/or $_________

8. Trade Specialist Sr. Lvl $________ and/or $_________ Trade Specialist Mid-Lvl $________ and/or $_________

IQC contract YEAR 4 (Covers Period: the next 12-month period starting from Year 3’s end-date)

Labor Category Grade Lvl Salary Rate* Daily Rate*

1. Chief of Party Sr. Lvl $________ and/or $_________

2. Deputy Chief of Party Sr. Lvl $________ and/or $_________

3. Grants Manager Mid-Lvl $________ and/or $_________

4. Financial/Accounting Mgr Sr. Lvl $________ and/or $_________ Financial/Accounting Mgr Mid-Lvl $________ and/or $_________

5. Monitoring & Eval. Spec. Sr. Lvl $________ and/or $_________ Monitoring & Eval. Spec. Mid-Lvl $________ and/or $_________

6. Inf./Knowledge Mgmt Spec. Sr. Lvl $________ and/or $_________ Inf./Knowledge Mgmt Spec. Mid-Lvl $________ and/or $_________

7. Agricul. Market Devel. Spec. Sr. Lvl $________ and/or $_________ Agricul. Market Devel. Spec. Mid-Lvl $________ and/or $_________

8. Trade Specialist Sr. Lvl $________ and/or $_________ Trade Specialist Mid-Lvl $________ and/or $_________

IQC contract YEAR 5 (Covers Period: the next 12-month period starting from Year 4’s end-date)

Empl. Unburdened Consultant (Annual or Daily) Fully-Burdened Labor Category Grade Lvl Salary Rate* Daily Rate*

1. Chief of Party Sr. Lvl $________ and/or $_________

2. Deputy Chief of Party Sr. Lvl $________ and/or $_________

3. Grants Manager Mid-Lvl $________ and/or $_________

4. Financial/Accounting Mgr Sr. Lvl $________ and/or $_________ Financial/Accounting Mgr Mid-Lvl $________ and/or $_________

5. Monitoring & Eval. Spec. Sr. Lvl $________ and/or $_________ Monitoring & Eval. Spec. Mid-Lvl $________ and/or $_________

6. Inf./Knowledge Mgmt Spec. Sr. Lvl $________ and/or $_________ Inf./Knowledge Mgmt Spec. Mid-Lvl $________ and/or $_________

7. Agricul. Market Devel. Spec. Sr. Lvl $________ and/or $_________ Agricul. Market Devel. Spec. Mid-Lvl $________ and/or $_________

8. Trade Specialist Sr. Lvl $________ and/or $_________ Trade Specialist Mid-Lvl $________ and/or $_________

* Each position’s Employee salary or Consultant rate is set forth (above) as the Ceiling rate for the IQC contract-year as indicated. Performance crossing over to the next contract-year (except when cross-over is attributed to the contractor’s sole failure to complete all work on schedule resulting in no-cost extension) will use the new applicable year’s Ceiling rate as basis for negotiation.

If new task order is negotiated (within the IQC ordering period) and performance needs to continue beyond the IQC 5-year ordering period (however all performance must be completed within the 2-year period of the IQC’s terminal date), the contractor may propose and TOCO may negotiate increase of up to 10% to Employee or Consultant’s burdened (applicable only to the Consultant’s unburdened base fee) Salary or Daily Rate ceiling set above in this Matrix for each one-year period past the IQC’s terminal date, using Year 5 base-salary or consultant’s base-fee as basis from which to escalate. Any increase must not result in the IQC Maximum Contract Ceiling ($500,000,000) set forth in Section B.4 to be exceeded. Request to negotiate the position’s Salary or Daily Rate Ceiling increase(s) of up to 10% attributed to the contractor’s failure to complete all work on schedule resulting in no-cost extension causing performance to continue past the IQC ordering period will NOT be considered. Similarly, if contractor fails to complete all work scheduled to be completed during the first year past the IQC ordering period and requests a no-cost extension, the up to 10% salary increase (if requested for the extension crossing over to the final year of authorized performance) will NOT be considered.

B.9.1 Labor Category brief position description and skill set – see Note at the end of this section B.9.1

1) Position Title: Chief of Party;

Education: MS, MBA, or other post-graduate degree

Work Experience: Must have at least ten years of relevant and progressive work experience in developing country(ies).

Supervisory Experience: Must have at least five years of progressively more responsible supervisory work experience including:

1. Direct supervision of professional and support staff

2. Quality evaluation of staff performance and deliverables

3. Contract management

Position Description: The Chief of Party shall have the authority and responsibility to administer individual Task Orders, and as necessary coordinate communications and support for multiple task orders. Task order responsibilities may include, but are not limited to the following:

1. Technical leadership for and supervision of consultant staff

2. Quality control and timeliness of all deliverables

3. Preparation or supervision of work plans, financial, logistical and other documents

4. Review of all financial and logistical information on a periodic basis

5. Recommendation and evaluation of proposed staff

6. Serving as primary point of contact for the contractor to the USAID

Contracting Officer and Cognizant Technical Officer

7. Serving as principal liaison with USAID staff, institutions, and client country partners to exchange information and develop professional relationships

8. Making verbal or written presentations as requested by the COTR to varied audiences

2) Position Title: Deputy Chief of Party Education: MS, MBA, or other post-graduate degree

Work Experience: Must have at least five years of progressively more responsible international work experience.

Supervisory Experience: Must have at least three years of progressively more responsible supervisory work experience including:

1. Direct supervision of professional and support staff

2. Quality evaluation of staff performance and deliverables

3. Contract management

Position Description: The Deputy Chief of Party shall have the authority and responsibility to administer individual Task Orders, and as necessary coordinate communications and support for multiple task orders in the absence of the Chief of Party. Task order responsibilities may include, but are not limited to the following:

1. Technical leadership for and supervision of consultant staff

2. Quality control and timeliness of all deliverables

3. Preparation or supervision of work plans, financial, logistical and other documents

4. Review of all financial and logistical information on a periodic basis

5. Recommendation and evaluation of proposed staff

6. Serving as alternate point of contact for the contractor to the USAID Contracting Officer and Cognizant Technical Officer

7. Serving as secondary liaison with USAID staff, institutions, and client country partners to exchange information and develop professional relationships

8. Making verbal or written presentations as requested by the COTR to varied audiences

3) Position Title: Grants Manager Education: Masters degree;

Work Experience: Mid-level; must have at least six years relevant work experience

Supervisory Experience: Capacity to train and mentor

Position Description: Set up and manage sub-grants programs, including planning, selection, monitoring and evaluation, etc.

4) Position Title: Financial/Accounting Managers Education: MS, MBA, or other post-graduate degree in business or finance/accounting;

Work Experience: Senior level; Must have at least six year years of progressively more responsible international contract work experience.; mid-level, must have at least three years of relevant experience Supervisory Experience: Required at Senior Level

Position Description: The Financial/Accounting Specialist will provide administrative support in the planning, implementation and evaluation of project, financial and accounting controls.

5) Position Title: Monitoring and Evaluation Specialist Education: MS or other higher degree in a relevant subject matter area.

Work Experience: Senior level; must have at least six years of progressively more responsible international work experience in evaluation.; Mid-level, must have at least three years of relevant experience

Supervisory Experience: Capacity to train and mentor

Position Description: Monitoring and Evaluation Specialist may be asked to carry out activities such as assisting partners to develop Performance Monitoring Plans and reporting indicators, and plan and lead evaluations.

6) Position Title: Information/KNOWLEDGE Management Specialist Education: MS or higher degree in information management or a related subject matter area, Work Experience: Senior level must have at least six years of progressively more responsible international work experience; Mid-level, at least three years of international experience

Supervisory Experience: Capacity to train and mentor

Position Description: The Information Management Specialist may be asked to carry out activities such as:

1. Assessing the information management needs and opportunities of client institutions

2. Identifying appropriate operational policies, actions and approaches to strengthen the information management systems.

7) Position Title: Agricultural Market Development Specialist Education: MS degree in agribusiness or MBA in marketing, or other higher degree

Work Experience: Senior level: must have at least six years of progressively more responsible international work experience; mid level: must have at least three years of international experience

Supervisory Experience: Ability to train and mentor, Position Description: Responsible for practical analysis of final markets, market chains, and input marketing systems. Responsible for developing practical mechanisms for identifying needs and designing systems for providing g services, capacity-building, and other technical assistance for reducing transactions costs and improving farmers’ access to markets.

8) Position Title: Trade Specialist Education: Masters or other higher degree in economics, agricultural sciences, or agribusiness

Work Experience: Senior level: must have at least five years of progressively more responsible international work experience. Mid-level – must have at least three years of relevant experience.

Supervisory Experience: Ability to train and mentor

Position Description: Must be able to:

1. Conduct analysis

2. Provide guidance to public and private partners on issues and challenges

9) Position Title: Agribusiness Development Specialist Education: MS in agribusiness or MBA or other higher degree

Work Experience: Senior level: Must have at least six years of progressively more responsible international work experience; mid-level: must have at least three years of relevant experience

Supervisory Experience: Ability to train and mentor.

Position Description: The Agribusiness Development Specialists must be able to:

1. Assess agribusiness and commodity competitiveness and growth potential relevant to increasing market access for smallholders

2. Assess value chain efficiency, cost effectiveness and competitiveness

3. Prepare necessary business plans

4. Provide technical assistance to partners

10) Position Title: Producer Organization Development Specialist Education: MS or other higher degree in Agricultural Economics, Agribusiness or related discipline

Work Experience: Senior level - must have at least six years of progressively more responsible international work experience. Mid-level -- must have at least three years of relevant experience.

Supervisory Experience: Capacity to train and mentor

Position Description: Producer Organization Development Specialists may be asked to:

1. Design training plans for producer organization development

2. Design agribusiness strategies and investment plans for profitably sourcing and marketing producer organization products

3. Provide technical assistance to producer organizations

11) Position Title: Agronomist Education: MS or other higher degree in agronomy or related discipline

Work Experience: Senior level: must have at least six years of progressively more responsible international work experience; mid-level: three years of relevant experiences.

Supervisory Experience: Capacity to train and mentor

Position Description: The Agronomist may be asked to:

1. Assess productivity and cost of production

2. Review agronomic conditions and provide appropriate recommendations for varieties and management practices

12) Position Title: ANIMAL PRODUCTION and MARKET SPECIALIST Education: MS or other higher degree in Animal Science, Veterinary Medicine, or related discipline

Work Experience: Senior level: must have at least six years of progressively more responsible international work experience; mid-level: three years of relevant experiences.

Position Description: The Animal Production Specialist may be asked to:

1. Design programs for the improvement of animal production systems to increase productivity and meet market demand

2. Evaluate potential improvements in promising value chains for livestock products, to grow markets and stimulate regional trade

13) Position Title: Irrigation or Water Resources Management Specialist Education: MS or other post-graduate degree in irrigation and/or water resources management, or a related subject matter area.

Work Experience: Senior level: must have at least six years of progressively more responsible international work experience; mid-level: at least three years of relevant experience

Supervisory Experience: Capacity to train and mentor

Position Description: The Water Resources Management Specialist may be asked to carry our activities such as:

1. Assess the current status and effectiveness of irrigation, watershed, or water resources management practices, policies, and institutions

2. Lay out participatory approaches to irrigation or water resources planning and management for preparation of strategies and implementation of programs

14) Position Title: Post-Harvest Specialist Education: MS of other post-graduate degree in food science technology, agricultural engineering or related discipline

Work Experience: Senior level: must have at least six years of progressively more responsible international work experience. Mid-level, lust have at least three years of relevant experience.

Position Description: The Post Harvest Technical Specialist may be asked to:

1. Assess post-harvest technologies and practices appropriate for local conditions and provide appropriate recommendations for up-grading and up-scaling in response to market demands

2. Develop training programs and out reach information systems to ensure that best practices are employed

15) Position Title: Human Nutrition Specialist Education: MS or other post-graduate degree in human nutrition

Work Experience: Senior level: must have at least six years of progressively more responsible international work experience. Mid-level: must have at least three years of relevant experience.

Position Description: The Human Nutrition Specialist may be asked to:

1. Analyze the impact on human nutrition of alternative interventions, to guide to project design, planning and implementation

2. Participate in project implementation, as well as monitoring and evaluation

16) Position Title: Agricultural Economics/policy Specialist Education: MS or other post-graduate degree in agricultural economics

Work Experience: Senior level: must have at least six years of progressively more responsible international work experience. Mid-level: must have at least three years of relevant experience.

Supervisory Experience: Capacity to train and mentor

Position Description: The Agricultural Economist/Policy Specialists may be

1. Provide cost-benefit, social impact, or other analysis of project interventions

2. Evaluate the economic and economic impacts of alternative interventions and/or policies

17) Position Title: Rural Finance Specialist Education: MS, MBA, or other post-graduate degree in finance or banking

Work Experience: Senior level: must have at least six years of progressively more responsible international work experience. Mid-level: must have at least three years of relevant experience.

Position Description: The Rural Finance Specialist may be asked to:

1. Conduct institution-specific analysis and review of local financial institutions

2. Conduct workshops on risk management, program design, etc.

3. Analyze available systems and recommend approaches that improve management, organizational development, etc

4. Develop warehouse receipts programs

18) Position Title: Humanitarian Assistance Response Specialist Education: MA, MS, or other post-graduate degree in a field related to humanitarian assistance practice

Work Experience: Senior level: must have at least six years of progressively more responsible international work experience. Mid-level: must have at least three years of relevant experience.

Supervisory Experience: Capacity to train and mentor

Position Description: The Humanitarian Assistance Response Specialist may be

1. Conduct situation-specific food security analysis

2. Conduct workshops on program design, etc

3. Develop and assess food aid responses to humanitarian crises

4. Develop and assess voucher and cash transfer response to humanitarian crises

19) Position Title: Humanitarian Assistance Logistics Specialist Education: MA or MS or other post-graduate degree in field related to humanitarian assistance or logistics.

Work Experience: Senior level: must have at least six years of progressively more responsible international work experience. Mid-level: must have at least three years of relevant experience.

Supervisory Experience: Capacity to train and mentor

Position Description: The Humanitarian Assistance Logistics Specialist may be

1. Conduct situation-specific analysis of humanitarian crises

2. Conduct workshops on program design, etc

3. Analyze available logistics systems and recommend approaches that improve efficiency, management, organizational development, etc

20) Position Title: Institutional/Organization Development Specialist Education: MS or other post-graduate degree in a related social science subject matter area.

Work Experience: Senior level: must have at least six years of progressively more responsible international work experience. Mid-level: must have at least three years of relevant experience.

Supervisory Experience: Capacity to train and mentor

Position Description: The Institutional/Organizational Development Specialist may be asked to carry out activities such as:

1. Assessing the institutional development needs and opportunities of client institutions

2. Identifying appropriate operational policies, actions and approaches to strengthen the development of client institutions

3. Assisting client institutions develop their vision and mission statements, plan and carry out short- and long-term development plans, including personnel development, financial management, program implementation, monitoring and evaluation, communications and outreach

21) Position Title: Training & Human Resources Development Specialist Education: MS or other post-graduate degree in relevant field.

Work Experience Senior level: must have at least six years of progressively more responsible international work experience. Mid-level: must have at least three years of relevant experience.

Supervisory Experience: Capacity to train and mentor

Position Description: The Training & Human Resources Development Specialist may be asked to carry out activities such as:

1. Conducting…

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