RFP TB Final.pdf

Regional Acquisition and Assistance Office

Date Issued: April 21, 2009

Closing Date: June, 10, 2009 Closing Time: 4:00 p.m. COB Pretoria Time

SUBJECT: REQUEST FOR PROPOSALS (RFP) No.: 674-09-22 TUBERCULOSIS

PROGRAM IN SOUTH AFRICA

The United States Government, represented by the U.S. Agency for International Development (USAID)/Southern Africa/Office of Acquisition and Assistance, intends to award a five-year contract to develop and implement a program to strengthen the South African Department of Health’s tuberculosis (TB) program and to work closely with the National, Provincial and District Departments of Health and non-governmental organizations (NGOs).

You are invited to submit a proposal in accordance with the requirements of the enclosed RFP No. 674-09-22. Proposals must be received by the Government no later than the local time on the due date stated above and in the RFP.

All Amendments to this solicitation will be made available through the Government homepage at http://www.fbo.gov. It is the offeror’s responsibility to check this site periodically for official updates and amendments to the solicitation. This solicitation in no way obligates USAID to award a contract, nor does it commit USAID to pay any cost incurred in the preparation and submission of a proposal in response hereto. Furthermore the Government reserves the right to reject any and all offers, if such action is considered to be in the best interest of the Government.

Offerors are encouraged to read the entire solicitation, which includes all pertinent technical sections and the terms, conditions and instructions required for submitting a proposal. By email only please submit all questions about this RFP no later than May 8, 2009 at 12:00 Noon (Pretoria time) to fdossantos@usaid.gov with a copy to mzhou@usaid.gov. Oral instructions, answers or guidance from any USAID source prior to the award of the contract shall not be binding.

Sincerely, (signed)

Martin R. Fischer Contracting Officer USAID/Southern Africa Office of Acquisition and Assistance 100 Totius Street, Groenkloof Pretoria, South Africa Tel: (+ 27-12-452-2166) mafischer@usaid.gov

P O Box 43, Groenkloof, 0027 Tel: (012) 452-2000 Fax: (012) 460-3177 http://SouthAfrica.usaid.gov

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

UNDER DPAS (15 CFR 700)

2. CONTRACT NUMBER 3. SOLICITATION NUMBER 674-09-22 4. TYPE OF SOLICITATION 5. DATE ISSUED

SEALED BID (IFB) April 21, 2009

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 ______Six _______ copies for furnishing the supplies or services in the Schedule will be received at the place specified in Item 8, or if hand carried, in the depository located in

4:00 p.m.( COB)

(Hour) (Date) June 10, 2009 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. DESCRIPTION PAGE(S)

PART I - THE SCHEDULE PART II - CONTRACT CLAUSES

A I

B PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACH.

C J

D PART IV - REPRESENTATIONS AND INSTRUCTIONS

E

F

G L

H M

K 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 (Must be fully completed by offeror)

AWARD (To be completed by Government)

N/A 1 85

X

See Attached Table of Contents

Martin Fischer +27-12-452-2166 mafischer@usaid.gov

X

X

X

X

X

X

X

X

X

X

X

X

X

SOLICITATION/CONTRACT FORM 1

SUPPLIES OR SERVICES AND PRICES/COSTS 2

DESCRIPTION/SPECS./WORK STATEMENT 9

PACKAGING AND MARKING 1

INSPECTION AND ACCEPTANCE 1

DELIVERIES OR PERFORMANCE 2

CONTRACT ADMINISTRATION DATA 6

SPECIAL CONTRACT REQUIREMENTS 14

CONTRACT CLAUSES 8

LIST OF ATTACHMENTS 1

INSTR., CONDS., AND NOTICES TO OFFERORS 18

EVALUATION FACTORS FOR AWARD 7

REPRESENTATIONS, CERTIFICATIONS AND OTHER 6

U.S. Agency for International Development/ Southern Africa Office of Acquisition and Assistance 100 Totius Street Pretoria, South Africa

U.S. Agency for International Development/ Southern Africa Office of Acquisition and Assistance 100 Totius Street Pretoria, South Africa

USAID/Southern Africa

RFP NO.: 674-09-22

Table of Contents

SECTION A - SOLICITATION/CONTRACT FORM

SF 33 SOLICITATION, OFFER AND AWARD A-1

PART I - THE SCHEDULE B-1

SECTION B - SUPPLIES OR SERVICES AND PRICE/COSTS B-1

B.1 PURPOSE B-1

B.2 CONTRACT TYPE B-1

B.3 ESTIMATED COST, FIXED FEE, AND OBLIGATED

AMOUNT

B-1

B.4 CONTRACT LINE ITEM NUMBERS B-1

B.5 INDIRECT COSTS B-2

B.6 COST REIMBURSABLE B-2

B.7 PAYMENT OF FIXED FEE B-2

SECTION C - DESCRIPTION/SPECIFICATIONS/

STATEMENT OF WORK

C-2

C.1 OBJECTIVE C-1

C.2 BACKGROUND C-1

C.3 KEY RESULTS AND INDICATORS C-2

C.4 GENERAL PROGRAM PARAMETERS AND

REQUIREMENTS

C-2

C.5 SERVICES AND TASKS REQUIRED C-4

C.6 REPORTS AND DELIVERABLES C-6

SECTION D - PACKAGING AND MARKING D-1

D.1 AIDAR 752.7009 MARKING (JAN 1993) D-1

D.2 BRANDING AND MARKING D-1

SECTION E - INSPECTION AND ACCEPTANCE E-1

E.1 NOTICE LISTING CONTRACT CLAUSES

INCORPORATED BY REFERENCE

E-1

E.2 INSPECTION AND ACCEPTANCE E-1

SECTION F - DELIVERIES OR PERFORMANCE F-1

F.1 NOTICE LISTING CONTRACT CLAUSES

INCORPORATED BY REFERENCE

F-1

F.2 PERIOD OF PERFORMANCE F-1

F.3 PLACE OF PERFORMANCE F-1

F.4 PERFORMANCE STANDARDS F-1

F.5 LEVEL OF EFFORT F-1

F.6 KEY PERSONNEL F-2

SECTION G - CONTRACT ADMINISTRATION DATA G-1

G.1 AIDAR 752.7003 DOCUMENTATION FOR PAYMENT

(NOV 1998)

G-1

G.2 ADMINISTRATIVE CONTRACTING OFFICER G-2

G.3 CONTRACTING OFFICER’S TECHNICAL

REPRESENTATIVE (COTR)

G-2

G.4 PAYING OFFICE G-3

G.5 ACCOUNTING AND APPROPRIATION DATA G-3

G.6 TECHNICAL DIRECTIONS/RELATIONSHIP WITH

USAID

G-3

G.7 AIDAR 752.7005 (JAN 2004) SUBMISSION

REQUIREMENTS FOR DEVELOPMENT

EXPERIENCE DOCUMENTS G-5

SECTION H - SPECIAL CONTRACT REQUIREMENTS H-1

H.1 NOTICE LISTING CONTRACT CLAUSES

INCORPORATED BY REFERENCE

H-1

H.2 AIDAR 752.225-70 (FEB 1997) SOURCE, ORIGIN AND

NATIONALITY REQUIREMENTS

H-1

H.3 AIDAR 752.228-70 (APR 2006) MEDICAL EVACUATION

(MEDEVAC) SERVICES

H-2

H.4 AIDAR 752231-71 (OCT 1998) SALARY SUPPLEMENTS

FOR HG EMPLOYEES

H-2

H.5 AIDAR 752.7002, TRAVEL AND TRANSPORTATION,

AIDAR 752.7027 PERSONNEL, AND AIDAR 752-7032

INTERNATIONAL TRAVEL APPROVAL AND

NOTIFICATION REQUIREMENTS

H-3

H.6 PERSONNEL COMPENSATION AIDAR 752.7007

(APR 2006)

H-3

H.7 EXECUTIVE ORDER ON TERRORISM FINANCING

(FEB 2002)

H-4

H.8 USAID DISABILITY POLICY – ACQUISITION

(DEC 2004)

H-5

H.9 REPORTING OF FOREIGN TAXES H-5

H.10 INSURANCE AND SERVICES H-6

H.11 AUTHORIZED GEOGRAPHIC CODE H-6

H.12 SUBCONTRACTING PLAN AND THE SF 294 –

SUBCONTRACTING REPORT FOR INDIVIDUAL

CONTRACTS AND SF 295 – SUMMARY CONTRACTING

REPORT

H-6

H.13 FOREIGN GOVERNMENT DELEGATIONS TO

INTERNATIONAL CONFERENCES (JAN 2002)

H-7

H.14 COMPLIANCE WITH SECTION 508 OF THE

REHABILITATION ACT OF 1973, AS AMENDED

H-7

H.15 CONSENT TO SUBCONTRACT H-7

H.16 NONEXPENDABLE PROPERTY PURCHASES AND

INFORMATION TECHNOLOGY RESOURCES

H-7

H.17 LOGISTIC SUPPORT H-8

H.18 LANGUAGE REQUIREMENTS H-8

H.19 GRANTS UNDER USAID CONTRACTS H-8

H.20 ENVIRONMENTAL COMPLIANCE H-9

H.21 ORGANIZATIONS ELIGIBLE FOR ASSISTANCE

(ACQUISITION) (JUN 2005)

H-10

H.22 CONDOMS (ACQUISITION) (JUNE 2005) H-10

H.23 “PROHIBITION ON THE PROMOTION OR ADVOCACY

OF THE LEGALIZATION OR PRACTICE OF

PROSTITUTION OR SEX TRAFFICKING

H-10

(ACQUISITION) (OCTOBER 2007)

H.24 AIDAR 752.7004 EMERGENCY LOCATOR

INFORMATION (JUL 1997)

H-12

H.25 AIDAR752.7013 CONTRACTOR-MISSION

RELATIONSHIPS (OCT 1989)

H-12

H.26 DISCLOSURE OF INFORMATION H-13

H.27 HOMELAND SECURITY PRESIDENTIAL DIRECTIVE

(HSPD-12) (SEP 2006)

H-13

PART II - CONTRACT CLAUSES I-1

SECTION I - CONTRACT CLAUSES I-1

I.1 NOTICE LISTING CONTRACT CLAUSES

INCORPORATED BY REFERENCE

I-1

I.2 FAR 52.222-39 (DEC 2004) NOTIFICATION OF

EMPLOYEES RIGHTS CONCERNING PAYMENT OF

UNION DUES OR FEES

I-4

I.3 52.252-2 CLAUSES INCORPORATRED BY REFERENCE

(FEB 1998)

I-6

I.4 52.243-7 NOTIFICATION OF CHANGES (APR 1984) I-6

PART III LIST OF DOCUMENTS, EXHIBITS AND OTHER

ATTACHMENTS

J-1

SECTION J - LIST OF ATTACHMENTS J-1

PART IV - REPRESENTATIONS AND INSTRUCTIONS K-1

SECTION K - REPRESENTATIONS, CERTIFICATIONS

AND OTHER STATEMENTS OF OFFERORS

K-1

K.1 NOTICE LISTING CONTRACT CLAUSES

INCORPORATED BY REFERENCE

K-1

K.2 FAR 52.204-8 (JAN 2006) ANNUAL REPRESENTATIONS

AND CERTIFICATIONS

K-1

K.3 FAR 52.230-1 (JUN 2000) COST ACCOUNTING

STANDARDS NOTICES AND CERTIFICATION

K-2

K.4 FAR 52.230-7 PROPOSAL DISCLOSURE—COST

ACCOUNTING PRACTICE CHANGES (APR 2005)

K-5

K.5 INSURANCE – IMMUNITY FROM TORT LIABILITY K-5

K.6 COMPLIANCE WITH VETERANS EMPLOYMENT

REPORTING REQUIREMENTS

K-5

K.7 AUTHORIZED NEGOTIATORS K-5

K-8 SIGNATURE K-6

SECTION L - INSTRUCTIONS, CONDITIONS, AND

NOTICES TO OFFERORS

L-1

L.1 NOTICE LISTING SOLICITATION PROVISIONS

INCORPORATED BY REFERENCE

L-1

L.2 FAR 52.216-1 TYPE OF CONTRACT (APR 1984) L-1

L.3 FAR 52.233-2 SERVICE OF PROTEST (SEP 2006) L-1

L.4 GENERAL INSTRUCTIONS TO OFFERORS L-2

L.5 DELIVERY INSTRUCTIONS L-3

L.6 GENERAL INSTRUCTIONS FOR THE PREPARATION

OF THE TECHNICAL PROPOSAL

L-4

L.7 TECHNICAL APPROACH L-5

L.8 MANAGEMENT AND STAFFING L-6

L.9 CORPORATE CAPABILITIES AND EXPERIENCE L-8

L.10 CONTRACT PERFORMANCE INFORMATION L-9

L.11 INSTRUCTIONS FOR THE PREPARATION OF THE

COST PROPOSAL

L-10

L.12 INSTRUCTIONS FOR THE PREPARATION OF

BRANDING AND MARKING PLANS

L-16

SECTION M – EVALUATION FACTORS FOR AWARD M-1

M.1 GENERAL INFORMATION M-1

M.2 EVALUATION FACTORS M-1

M.3 TECHNICAL APPROACH FACTOR M-2

M.4 MANAGEMENT AND STAFFING FACTOR M-3

M.5 CORPORATE CAPABILITIES AND EXPERIENCE

FACTOR

M-4

M.6 CONTRACTOR PERFORMANCE INFORMATION

FACTOR

M-5

M.7 PRICE/COST EVALUATION M-7

M.8 DETERMINATION OF THE COMPETITIVE RANGE

AND CONTRACT AWARD

M-7

M.9 CONTRACTING WITH SMALL BUSINESS CONCERNS M-7

ATTACHMENT J-1 IDENTIFICATION OF PRINCIPAL

GEOGRAPHIC CODE NUMBERS

ATTACHMENT J-5 MODEL SUBCONTRACTING PLAN

ATTACHMENT J-6 BRANDING STRATEGY

Section B

B-1

PART I – THE SCHEDULE

SECTION B - SUPPLIES OR SERVICES AND PRICE/COSTS

B.1 PURPOSE

The purpose of this contract is to provide technical assistance and services as described in detail in Section C, Statement of Work for the implementation of the South Africa Tuberculosis (TB) Program.

B.2 CONTRACT TYPE

This is a Cost-Plus-Fixed-Fee (CPFF) term contract. For the consideration set forth below, the Contractor shall provide Level of Effort as described in Section F.5.

B.3 ESTIMATED COST, FIXED FEE, AND OBLIGATED AMOUNT

(a) The estimated cost for the performance of the work required hereunder, exclusive of fixed fee, if any, is $___________. The estimated cost plus fixed fee, if any, is $________________.

(b) Within the estimated cost plus fixed fee (if any) specified in paragraph (a) above, the amount currently obligated and available for reimbursement of allowable costs incurred by the Contractor (and payment of fee, if any) for performance hereunder is $__________________.

The Contractor shall not exceed the aforesaid obligated amount.

(c) Funds obligated hereunder are anticipated to be sufficient through _____________________.

B.4 CONTRACT LINE ITEM NUMBERS

For CLIN 0001, Management and Administration, as described in Section C.5 (a) , the estimated cost for the performance of the work required, exclusive of fixed fee, if any, is $_____________. The fixed fee, if any, is $_________. The estimated cost plus fixed fee, if any, is $_________________.

For CLIN 0002, Technical Services, as described in Section C.5 (b), the estimated cost for the performance of the work required, exclusive of fixed fee, if any, is $_____________. The fixed fee, if any, is $_________. The estimated cost plus fixed fee, if any, is $_________________.

These amounts may not be adjusted without a written modification signed by the Contracting Officer. No amounts in excess of the amounts specified for each CLIN shall be billed against the Contract.

Section B

B-2

B.5 INDIRECT COSTS

Pending the establishment of a 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:

Description* Period** Rate Base***

* Description or type of rate indicated as a percentage, e.g., G&A ** Period, e.g., CY 2009 *** Base, e.g., Direct Labor for Labor Overhead

B.6 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.”

B.7 PAYMENT OF FIXED FEE

Payment of fixed fee, subject to FAR 52.216-8, may be made upon receipt of a proper invoice.

Subject to FAR 52.216-8, Fixed Fee, if applicable, payment of fixed fee shall be allocated based upon the proportion of the labor specified in F.5 for CLIN 0001 and CLIN 0002 that was provided by the contractor in the period covered by the invoice. Normally, the contractor will be paid the proportion of the fee specified for CLIN 0001 and CLIN 0002 that corresponds to the proportion of labor delivered by the Contractor under each CLIN during the period covered by the invoice. In the event that the Contractor does not provide the total LOE stipulated in Section F.5, the total amount of fixed fee under one or both CLINs will be reduced in similar proportion.

Section C

C-1

SECTION C- DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK

C.1 OBJECTIVE

USAID/South Africa’s key strategic objective is to assist the South African Government (SAG) to reduce the impact of HIV/AIDS and to provide better health care for historically disadvantaged South Africans.

The mission’s strategic TB program is in line with the National Tuberculosis Strategic Plan for South Africa, 2007-2011, which has the following strategic objectives:

To strengthen the implementation of the DOTS strategy;

To address TB and HIV, MDR and XDR-TB;

To contribute to health systems strengthening;

To work collaboratively with all care providers;

To empower people with TB as well as communities;

To coordinate and implement TB research; and To strengthen infection control

C.2. BACKGROUND

The following provides relevant background information regarding Tuberculosis (TB) in South Africa and USAID’s previous efforts with respect to TB in South Africa.

C.2.a Tuberculosis in South Africa

South Africa is ranked 4th among the world’s 22 high burden countries that contribute approximately 80% of the total global burden of all TB cases, according to the World Health Organization (WHO). The estimated incidence of all types of TB in South Africa increased from 338 patients per 100 000 in 1998 to 940 patients per 100 000 in 2006. The total number of cases is expected to increase over the next few years to 2011 due to the HIV/AIDS epidemic. TB is the number one killer of adults in South Africa, with nearly half of all TB patients HIV positive. During the past ten years the incidence of tuberculosis has increased, in parallel to the increase in the estimated prevalence of HIV in the adult population. This has resulted in the increasing recognition of the problems posed to public health by TB.

HIV/AIDS is fueling the TB epidemic in South Africa. The cure rates and treatment success rates have gradually increased over the last five years from 50% in 2001 to 58% in 2005 and from 60% in 2001 to 71% in 2005 respectively. The defaulter rates remain high creating a barrier to achieving the targets for treatment success and cure and increasing the potential for drug resistance.

Further exacerbating the TB epidemic is the evolution of multi-drug resistant (MDR) and extensively drug resistant (XDR) strains of TB. MDR-TB and XDR-TB are man-made problems due primarily to non-adherence to treatment schedules, and incomplete or inappropriate treatment with one drug. Also failure of the health system to adequately deal with patients who have TB is contributing to the problem.

The extent of XDR-TB and the magnitude of the problem have serious public health consequences, not only for South Africa, but for the whole African region as well as globally. The NTCP found a considerable under-detection of cases. In order to reduce and prevent further spread and development of MDR and XDR-TB cases, the TB program needs to be strengthened.

C-2

South Africa’s TB Directorate has identified inadequate human resources, institutional capacity and financial resources, along with a need for improved quality of data collection (recording and reporting) as key challenges to the country’s TB program. In order to expand DOTS, the public sector needs to form public/private partnerships, engage and work with nongovernmental organizations (NGOs) and community-based organizations (CBOs), and place more emphasis on advocacy and provision of information, education and communication (IEC) to the public in order to decrease stigma and improve health seeking behavior.

C.2.b USAID/South Africa’s TB Program

USAID support for South Africa’s National TB Control Program (NTCP) began in 1998 through the EQUITY Project in Eastern Cape Province and expanded to nationwide coverage in 1999. Currently, USAID-supported activities are being implemented in 12 districts, 31sub-districts, and 659 facilities in five provinces. While USAID assistance focuses primarily on the community, district, and provincial levels, it also helps the national health system confront the pressures exerted by HIV and AIDS by strengthening critical health systems, such as information, supervision, and TB management systems.

Through its partners, USAID’s assistance addresses capacity building, sustainability, quality of care, integration, and coordination. USAID also receives PEPFAR funds for TB/HIV activities.

C.3 KEY RESULTS AND INDICATORS

The Contractor shall work with the Department of Health and, in consultation with international health organizations, develop and track generally accepted indicators, including the relevant indicators from the national strategic plan for TB that measure the progress towards achieving target results. Specifically, indicators should measure case detection, cure rates, adherence/compliance and DOTS expansion and effectiveness.

The following indicators, which are also WHO standard indicators, should be adhered to:

Increase the treatment success rate to 85% at the national or sub-national level;

Increase case detection rates to 70%;

Increased and improved human resource capacity to support DOTS at all levels – host countries, US partners and globally;

Progress in the development and dissemination of new tools and approaches (includes diagnostics, treatment, operations research, TB and HIV/AIDS co-infection, and management of patients with multi-drug resistant TB); and

Improved quality, availability and use of reliable data on TB and DOTS program performance, both globally, and in selected countries.

C.4 GENERAL PROGRAM PARAMETERS AND REQUIREMENTS

The following general guidance is provided. Guidance is provided with respect to the development focus, geographic focus program management and gender. These parameters and requirements apply to the overall performance of the Contract.

C-3

C.4.a Development Focus

The services and tasks provided under the Contract support the strategic objectives set forth in Section C.1 above. To contribute towards achieving these objectives, the Contractor will focus on providing assistance in strengthening TB care initiatives at the district and municipal level, as well as strengthening the health system to manage the pressures exerted by the HIV and AIDS epidemic. While the program’s principle focus will be at the district, municipal, provincial and community levels, USAID will continue to provide assistance at the national level to strengthen critical health systems (e.g. information, supervision and TB management). Emphasis will be placed on the key themes of USAID’s TB program which include capacity building; sustainability; quality of care; and integration and coordination.

C.4.b Geographic Focus

The services and tasks provided under the Contract will support efforts in all nine (9) provinces.

However, special focus will be given to the South African National Department of Health and the following provincial Departments of Health: Eastern Cape, Mpumalanga, Northwest, KwaZulu-Natal and Limpopo, including the South African Government’s 18 priority districts. The geographic focus of the program is driven primarily by three criteria: (1) the provinces and districts where USAID/SA is currently providing assistance; (2) the provinces and districts with high HIV/AIDS and TB prevalence levels; and

(3) provinces with the greatest degree of poverty, and thus greatest reliance on the public health system.

The targeted geographic areas track closely with the Department of Health’s (DOH) provincial priorities, including 18 priority districts, and are generally the poorest, most historically disadvantaged areas of the country. At the written direction of USAID, the choice of intervention areas and populations may be further refined and guided by DOH priorities, as well as by the opportunities to expand USAID relationships with current partner organizations.

C.4.c Program Management

Technical direction will be provided by the Contracting Officer’s Technical Representative (COTR) from the Health Team. The COTR will be designated in a separate letter by the Contracting Officer. Technical direction is defined in Section G.6 herein and, in order to be binding, all technical direction must be in writing from the COTR. However, in addition to the COTR, it is recognized that other individuals, both within USAID and other USG agencies, will be involved in formulating general guidance and direction for USAID’s TB effort in South Africa that will impact the services and tasks provided under the Contract.

The Strategic Coordinating Committee (SCC), formed from key staff from USAID, the South African Government’s Department of Health (“DOH”), participating provincial health departments, as well as other partners operating within the public health sector will monitor the project to ensure that activities continue to address SAG priorities and are in line with Tuberculosis Strategic Plan For South Africa, 2007-2011.

C.4.d Gender Considerations

Services and activities conducted under the Contract should take into account the impact of gender on the TB issue in South Africa. Specifically, activities conducted must recognize that the fact that women are more likely to seek earlier testing and treatment of TB on their own initiative than men is critical to the success of this program. USAID encourages public-private partnerships with companies with predominantly male workforces, including, but not limited to, the mining industry, to include TB testing and treatment as part of their workplace wellness programs to mitigate this problem.

C-4

C.5 SERVICES AND TASKS REQUIRED

The Contractor will provide the services and deliverables specified below. In addition to the management and administrative requirements specified in Section C.5(a), the technical component of the work is broken into the following four program areas: (1) Improved Quality of TB Services; (2) Increased Availability of TB Treatment; (3) Increased Demand for TB Treatment; and (4) Improved Management of TB Support Systems. With respect to the two Contract Line Item Numbers (CLINs) identified in Section B.4 and Section F.5 of the Contract, the correspondence between the CLINs and the Statement of Work is as follows:

CLIN Title SOW Section CLIN 0001 Management and Administrative Section C.5(a) CLIN 0002 Technical Services Section C.5(b)

In general, services and deliverables will be provided to achieve the results specified in Section C.3 above. Further guidance on the services and activities required for each of the four program areas are specified below in Section C.5.b. Specific services, activities and deliverables required will be established in the annual and work plans approved by the Contracting Officer’s Technical Representative and, when necessary, through modifications to work plans approved in writing by the Contracting Officer’s Technical Representative. Such technical direction must be consistent with all of the terms and conditions of the Contract and the determinations of the Contracting Officer.

C.5(a) Management and Administrative Services

The Contractor will provide all general management and administrative support necessary to perform the Contract. The services authorized by this section include, but are not limited, to:

1. Overall management and administration of the Contract, including both expatriate and home office support and administrative services. The Contractor will provide both the key personnel specified in the Contract and additional personnel, both long-term and short-term, necessary to meet recurring general management and administrative support needs under the Contract.

2. The Contractor shall procure or lease necessary facilities, supplies and services as necessary to perform the Contract.

3. General advice regarding planning for the contract. As discussed below in more detail, work plans are required.

4. Oversight, quality control and general technical support of all services and deliverables provided pursuant to the Contract.

5. Provide and assure the proper, efficient and uniform use of modern management and administration, accounting practices, information technology (IT), communications, reporting, human resource management, property control, security, records and other administrative processes and systems required under the Contract.

6. Manage the overall database and reporting needs of the program as specified in the Contract and developed in work plans in conjunction with the Contracting Officer’s Technical Representative. Specifically, the Contractor will be required to devote staff time including training staff, to input the data necessary into both the South Africa PEPFAR Team’s Data Warehouse and USAID’s TRAINET system. The Contractor will also have

C-5 to provide data and other information, including narratives, for the South Africa PEPFAR Team’s semi-annual and annual reports, as well as for ad hoc information and data requests.

7. Manage and administer a small grants program pursuant to Section H.19 and as developed in the work plans required in C.6(a) below.

C.5(b) Technical Services

As specified above, the overall goal of this contract is to help achieve strategic goals relating to the treatment of TB in South Africa and, specifically, to achieve the results set forth in Section C.3 above. In general, the Contractor is expected to conduct following activities and provide services during the period of performance of the Contract related to:

Support the strengthening of all components of DOTS;

Strengthen training capacity at national and provincial levels;

Support ACSM initiatives;

Improve Provincial capacity to manage TB programs;

Support Operations Research;

Support and improve TB surveillance;

Support and improve activities related to drug-resistant TB.

Support coordination and collaboration between HIV and TB national programs; and Support approaches to expand involvement of private providers and non-government organizations (NGOs) in DOTS to help extend access to, and quality of, TB services.

The services provided under this contract will focus on achieving improvements in the following four program areas. A list of illustrative activities is also included for each area.

1. Improved quality of TB services

Illustrative activities to ensure the quality of services include strengthening of all components of DOTS and ensuring that up-to-date policies are in place, and conducting operational research. The components of DOTS would include political commitment with increased and sustained financing, case detection through quality-assured bacteriology, standardized treatment with supervision and patient support, active drug supply and management system and monitoring and evaluation system and impact measurement.

Such work would promote the NTCP’s strategies as outlined in the Tuberculosis Strategic Plan for South Africa, 2007-2011.

2. Increased availability of TB treatment

Illustrative activities to increase availability of TB treatment include training of staff at district level on TB management, and supporting the expansion of existing TB services. These activities would promote the NTCP’s strategies of a) good access to quality-assured tuberculosis sputum microscopy for case detection among persons presenting with symptoms of tuberculosis, screening of individuals with prolonged cough and special attention to case detection among high-risk groups including HIV infected and institutionalized persons, b) reduce the national MDR and XDR TB rates, c) strengthening recording and reporting system enabling outcome assessment of each patient and assessment of the overall program performance, and d) linking TB patients to VCT services and referral of VCT clients for screening for TB

C-6 and ensure treatment of those found to have TB. The activities will also include addressing transport system to improve sputum turn-around-time, and will also expand available DOTS system in high burdened rural, urban and peri-urban communities.

3. Increased demand for TB treatment

Support for illustrative activities to increase demand such as the development of appropriate advocacy campaigns for public and with mass media, increasing advocacy, communication and social mobilization (ACSM), stronger promotion of World TB Day, develop combined and separate TB and HIV/AIDS ACSM campaigns including targeted messages. Such work would promote the NTCP’s strategies to improve and increase ACSM, and promote TB and HIV program collaboration. It would also improve case detection and treatment compliance and adherence.

4. Improved management of TB support systems

Improved management activities would support activities considered ‘essential’ points to any program, which include labs, drugs, and capable staff to support treatment as well as other activities that support logistical and broader management activities. To achieve this, illustrative work could include improving labs and their diagnostic services, improve drug tendering, management and logistics systems, and also to strengthen program management at national, provincial and district levels.

C.6 REPORTS AND DELIVERABLES

The following reports and plans are required. All of the reports and plans specified below fall within CLIN 0001, Management and Administrative, described in C.5(a) above. All costs directly associated with these reports and plans should be billed to CLIN 0001. Deliverables will be required under CLIN 0002, Technical Services, but these deliverables will be specified in the work plans discussed below that will be developed during program implementation.

C.6(a) Work Plans

Annual work plans and a five-year overall life-of-program work plan are required. For the first year, the Contractor shall begin working on the annual work plan for Year 1 of the Contracting and the life of program work plan as soon as possible. These plans must be completed on the following schedule:

1. Draft work plans submitted by the Contractor no later than 70 days after the effective date of the Contract;

2. USAID provides comments on draft work plans no later than 80 days after the effective date of the Contract; and

3. Final work plans submitted for approval by USAID no later than 90 days after the effective date of the Contract.

For the four subsequent years, the annual work plans and any updates to the life of program work plan must be completed on the following schedule:

1. Draft work plans submitted by the Contractor no later than 35 days before the anniversary date of the Contract;

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2. USAID provides comments on draft work plans no later than 25 days before the anniversary date of the Contract; and

3. Final work plans submitted for approval by USAID no later than 15 days before the anniversary date of the Contract.

The annual work plans should provide sufficient detail to provide a working guide to the activities, services and deliverables that will be provided by the Contractor during the year. It should describe the services and deliverables required, all activities planned, and their sequence and time frames. The five-year, overall life-of- program work plan shall provide the same information for the entire five-year period of performance for the Contract. The overall life-of-program work plan shall be updated annually on the schedule above to describe any and all recommended changes and modifications to services, activities or deliverables.

The details and format of the annual work plans should be determined through consultations between the Contractor and Mission staff, led by the Contracting Officer’s Technical Representative. The COTR shall determine the final content and format for the work plans. In order for a work plan to be considered completed as required by this section, it must be approved by the COTR in writing.

The purpose of the work plan is to authorize the specific services, activities and deliverables that the Contractor will perform and bill under CLIN 0002, Technical Services (the work plans will not cover Management and Administrative services under CLIN 0001). Any technical services required in the first 90 days before the initial work plans are approved shall be authorized in writing by the COTR and incorporated into the first annual work plan. Because unforeseen changes will occur during the course of a year, a work plan may be modified during the year with the approval of the COTR. The COTR shall approve any modifications to the work plans in writing.

C.6(b) Monitoring and Evaluation Plans

The Contractor will prepare a Monitoring and Evaluation (M&E) Plan. This plan shall consist of annual M&E plans plus a five-year life-of-program M&E plan (along with annual updates if needed). The schedule for the M&E Plans is the same as for the work plans as specified in Section C.6(a) above. The M&E Plans are not considered completed until they are approved in writing by the COTR.

The M&E Plans will specify all targets and results, output/milestone and performance indicators against which the results achieved by the Contractor will be measured. Updates to the five-year, overall life-of-program M&E Plan shall include any changes to or modification in targets and results, and output and performance indicators. The details and format of the annual M&E plans should be determined through consultations between the Contractor and Mission staff, led by the Contracting Officer’s Technical Representative. The COTR shall determine the final content and format for the M&E plans.

C.6(c) Quarterly Progress Reports

Quarterly progress reports must be submitted no later than the tenth (10th) day after the completion of each quarter. These reports will only be considered delivered when accepted by the COTR as containing the information required.

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Quarterly progress reports shall include a summary of current activities, presentation of problem areas and recommendations for resolving these problems and attendant schedules for their resolution and anticipated activities for the following quarter. These reports will also describe progress in implementing the program in accordance with the terms of the contract.

The quarterly progress report format will be determined by the COTR after consultations with the Contractor. Specifically, the report will contain, at a minimum, the following information:

• Progress (achievements) since the last report.

• Problems described in previous report solved or still outstanding and intentions to address outstanding problems.

• New problems encountered since previous report.

• Proposed solutions to outstanding and new problems.

• Plan for following quarter.

• Current data for output and performance indicators.

• Compelling individual-level success stories.

• Documentation of better practices that can be replicated or taken to scale.

• Annual Performance, Monitoring Reports (PMRs)

• Briefing: The Contractor shall brief the mission and the cooperating country officials on the principal activities, accomplishments and funding during the implementation period.

C.6(d) Monthly Financial Reports

Monthly financial reports must be submitted no later than the tenth (10th) day after the completion of each month. These reports will only be considered delivered when accepted by the COTR as containing the information required.

The monthly financial report will show, for the contract and each subcontract, cost to date, the budget estimate for the upcoming month, variations from previous estimates (should be highlighted on any spreadsheets and should be addressed in a narrative if significant) and the estimated cost to complete. Actual cost information shall be submitted in the format of the budgets submitted in the Contractor’s cost proposal. The Contractor will track the level of funding available and utilized for sub-grants and the level of funding available and utilized for administrative support and oversight.

The financial report format will be determined by the COTR after consultations with the Contractor, except as specified above. Specifically, the report should contain at a minimum the following information:

• Total funds committed to date by USAID into the Agreement.

• Total funds expended by the Contractor to date, including a breakdown to the budget categories provided in the Contractor’s cost proposal, with additional detail to be provided upon request by the COTR.

• Pipeline (committed funds minus expended funds)

• Funds and time remaining in the Award

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C.6(e) Final Report

In addition, a final report will be provided to USAID ninety days after the completion of the contract based on a format provided by USAID, the terms of the Contract and any applicable policies or guidance.

Section D

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SECTION D - PACKAGING AND MARKING

D.1 MARKING, AIDAR 752.7009 (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 project 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) Authority to waive marking requirements is vested with the Regional Assistant Administrators, and with Mission Directors.

(d) 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.

D.2 BRANDING AND MARKING

The Contractor shall comply with the requirements of the policy directives and required procedures outlined in USAID Automated Directive System (ADS) 320.3.2 “Branding and Marking in USAID Direct Contracting” (version from January 8, 2007) 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.

The Branding Strategy for this contract is attached hereto as Attachment 6.

Section E

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SECTION E - INSPECTION 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.

FEDERAL ACQUISITION REGULATION (48 CFR Chapter 1)

NUMBER TITLE DATE

52.246-5 INSPECTION OF SERVICES--COST-REIMBURSEMENT APR 1984

E.2 INSPECTION AND ACCEPTANCE

USAID inspection and acceptance of services, reports and other required deliverables or outputs shall take place at: the principle place of performance or at any other location where the services are performed and reports and deliverables or outputs are produced or submitted. The COTR listed in Section G has been delegated authority to inspect and accept all services, reports and required deliverables or output.

Section F

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SECTION 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

FEDERAL ACQUISITION REGULATION (48 CFR Chapter 1)

52.242-15 STOP-WORK ORDER ALTERNATE I APR 1984

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

F.2 PERIOD OF PERFORMANCE

The period of performance for this contract is from the effective date of the contract through

F.3 PLACE OF PERFORMANCE

The Contractor shall perform the services described in Section C in South Africa and the United States as appropriate.

F.4 PERFORMANCE STANDARDS

Evaluation of the Contractor’s overall performance shall be conducted jointly by the COTR and the Contracting Officer, and shall form the basis of the Contractor's permanent performance record with regard to this contract.”

F.5 LEVEL OF EFFORT

(a) For Contract Line Item 0001, “Management and Administration,” as described in Section C.5(a), although additional long-term and short-term labor will be necessary to perform this CLIN, CLIN 0001 will be determined to be completed when five person-years of Chief of Party labor [as required by Section F.6(a) below] are delivered for the period specified in the clause, Period of Performance, above. Once this required level of effort for CLIN 0001 is provided, CLIN 0001 is completed.

(b) For Contract Line Item 0002, “Technical Services,” as described in Sections C.5(b) , although additional long-term and short-term labor will be necessary to perform this CLIN, CLIN 0002 will be determined to be completed when 57,698 days of professional

Section F

F-2 technical labor are delivered. This includes both long-term and short-term labor and both US and non-US labor. The precise positions that qualify as “professional technical labor” are based on the contractor’s proposal as accepted by the Contracting Officer, with any new positions being determined as professional technical labor based on the agreement of the Contracting Officer. This labor can be US, third country or South African staff and can be long or short-term labor. It should not include administrative positions such as the Deputy Chief of Party, Program Officer, HR Manager, Administrative Assistant, Administrative Manager, Grants Manager, Program Assistant or any other position that has the primary function of providing administrative support to the contract. Once this required level of effort for CLIN 0002 is provided, CLIN 0002 is completed.

F.6 KEY PERSONNEL

(a) The five key personnel whom the Contractor shall furnish for the performance of this contract are as follows:

Chief of Party and four other positions to be specified by the offeror and incorporated into the contract at time of award.

(b) The five key personnel specified above are considered to be essential to the work being performed hereunder. Prior to replacing any of the specified individuals, the Contractor shall immediately notify both the Contracting Officer and USAID Contracting Officer’s Technical Representative reasonably in advance and shall submit written justification (including proposed substitutions) in sufficient detail to permit evaluation of the impact on the program. No replacement of personnel shall be made by the Contractor without the written consent of the Contracting Officer.

Section G

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SECTION G - CONTRACT ADMINISTRATION DATA

G.1 DOCUMENTATION FOR PAYMENT, AIDAR 752.7003 (NOV 1998)

(a) Claims for reimbursement or payment under this contract must be submitted to the Paying Office indicated in the schedule of this contract. The Contracting Officer’s Technical Representative (COTR) is the authorized representative of the Government to approve vouchers under this contract. The Contractor must submit either paper or fax versions of the SF-1034-- Public Voucher for Purchases and Services Other Than Personal. Each voucher shall be identified by the appropriate USAID contract number, in the amount of dollar expenditures made during the period covered.

(1) The SF 1034 provides space to report by line item for products or services provided. The form provides for the information to be reported with the following elements:

TOTAL EXPENDITURES

(Document Number XXX-X-XX-XXXX-XX)

Line Item Description Amt. Vouchered to Date Amt. Vouchered this Period

0001 Management and Administrative for line Item 0002

$XXXX.XX $XXXX.XX

Technical Service For line item 0002

Total

(2) The fiscal report shall include the following certification signed by an authorized representative of the Contractor:

The undersigned hereby certifies to the best of my knowledge and belief that the fiscal report and any attachments have been prepared from the books and records of the Contractor in accordance with the terms of this contract and are correct: the sum claimed under this contract is proper and due, and all the costs of contract performance (except as herewith reported in writing) have been paid, or to the extent allowed under the applicable payment clause, will be paid currently by the Contractor when due in the ordinary course of business; the work reflected by these costs has been performed, and the quantities and amounts involved are consistent with the requirements of this Contract; all required Contracting Officer approvals have been obtained; and appropriate

G-2 refund to USAID will be made promptly upon request in the event of disallowance of costs not reimbursable under the terms of this contract.

BY: ______________________________________________________

TITLE: _____________________________________________________

DATE: _____________________________________________________

(b) Local currency payment. The Contractor is fully responsible for the proper expenditure and control of local currency, if any, provided under this contract. Local currency will be provided to the Contractor in accordance with written instructions provided by the Mission Director. The written instructions will also include accounting, vouchering, and reporting procedures. A copy of the instructions shall be provided to the Contractor's Chief of Party and to the Contracting Officer. The costs of bonding personnel responsible for local currency are reimbursable under this contract.

(c) Upon compliance by the Contractor with all the provisions of this contract, acceptance by the Government of the work and final report, and a satisfactory accounting by the Contractor of all Government-owned property for which the Contractor had custodial responsibility, the Government shall promptly pay to the Contractor any moneys (dollars or local currency) due under the completion voucher. The Government will make suitable reduction for any disallowance or indebtedness by the Contractor by applying the proceeds of the voucher first to such deductions and next to any unliquidated balance of advance remaining under this contract.

(d) The Contractor agrees that all approvals of the Mission Director and the Contracting Officer which are required by the provisions of this contract shall be preserved and made available as part of the Contractor's records which are required to be presented and made available by the clause of this contract entitled "Audit and Records--Negotiation".

G.2 ADMINISTRATIVE CONTRACTING OFFICE

The Contracting Officer with authority to administer the contract is Martin R. Fischer at:

USAID/Southern Africa 100 Totius Street P. O. Box 43 Groenkloof 0027 Pretoria South Africa

G.3 CONTRACTING OFFICER’S TECHNICAL REPRESENTATIVE (COTR)

The Contracting Officer’s Technical Representative will be designated by the Contracting Officer by separate letter after contract award.

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G.4 PAYING OFFICE

The paying office for…