TEMPLATE 3 - Final Project Scope and Budget for RTAC Buy-In.docx

Project Scope for Research Technical Assistance Center (RTAC) Buy-In

Buy-In Project Name Affiliated Contract Task/Subtask Number

ADDENDUM TO CONTRACT NO. AID-OAA-C-17-000

SIGNED:

DATE: INDICATE THE DATE THAT THE BUY-IN SOW AND BUDGET AND ROLES WERE AGREED TO BY ALL PARTIES (COR, USAID M/B/IO, RTAC PRIME, AND RTAC PARTNER POOL MEMBER(S))

TOTAL BUY-IN BUDGET: $XX

PERIOD OF PERFORMANCE FOR BUY-IN: XX/XX/20XX – XX/XX/20XX

Objective of the Buy-In

INSERT BRIEF ONE-SENTENCE SUMMARY OF AGREED-TO BUY-IN.

Relevance to Higher Education Earmark

This project will be supported via a buy-in from the USAID M/B/IO into the RTAC currently in place between USAID/LAB/CDR and CONTRACTOR.

Provide 2-3 sentences explaining how the scope of the buy-in falls under the Higher Education earmark.

Background

Provide a summary of the problem statement identified by the USAID M/B/IO that led to this buy-in activity.

RTAC Buy-in Scope of Work

Provide a detailed overview of what activities the USAID M/B/IO would like selected experts within the RTAC Partner Pool to complete based on the requirement/need/problem statement identified by the USAID M/B/IO. This section should address the following topics:

Need/Problem Statement

Management Structure for this Buy-In Activity (including identification of Key Experts for the Buy-In as well as any Sub-contractors that are currently known that will support the work)

Buy-in Deliverables and Project Timeline (key steps in implementation)

Reporting and Management Expectations

As a part of the bi-annual buy-in programmatic reporting, the RTAC sub-contractor will report to the following indicators:

Please INSERT here all USAID M/B/IO M&E Indicators for which the RTAC sub-contractor will be asked to report

Roles and Responsibilities for the Buy-In

RTAC COR

The RTAC COR will coordinate and update the USAID M/B/IO team on an as needed basis on project progress throughout the period of performance and will maintain all official COR administrative and management duties. The COR will coordinate with USAID’s Office of Acquisition and Assistance to process all necessary modifications, period of performance changes, and incremental funding actions in order to sustain this activity.

USAID M/B/IO

The USAID M/B/IO will be responsible for providing overall activity monitoring and activity oversight responsibilities for the RTAC sub-contract. This means that the programmatic responsibilities, and all corollary budget and project monitoring and project deliverable review, will be performed by the USAID M/B/IO. This includes but is not limited to: identifying a buy-in Activity Manager(s), coordinating country clearance, vetting, participating in regular planning calls, or conducting site visits. Throughout the buy-in period, the USAID M/B/IO will coordinate with the RTAC COR to ensure the appropriate country notification and environmental review activities have been completed.

RTAC

Per the RTAC Contract, the RTAC Research Director will be responsible for identifying and promoting cutting-edge research and analysis activities, supporting development and use of translation techniques (both quantitative and qualitative) and managing the overall selection and assignment of researchers to assist with specific USAID research needs. S/he will be responsible for managing day to day relationships with USAID M/B/IOs, RTAC Partner Pool members, RTAC and CDR with primary responsibility for negotiating mutually beneficial project descriptions. The RTAC Research Director will also ensure that RTAC project data are submitted in a timely fashion and are of high quality.

Sub-contractor The RTAC sub-contractor/Partner Pool Member will coordinate and implement the activities outlined in this Statement of Work. Summarize any key language unique to this Statement of Work particularly related to key roles and responsibilities of the RTAC sub-contractor intended to work on this buy-in. Also, please be sure to document the RTAC sub-contactor’s responsibility and commitment to comply with Contract reporting requirements and any additional reporting requirements unique to this buy-in.

(OPTIONAL, INSERT AS MANY AS NEEDED) “Other” Key Partners This optional section can be used to detail the key roles and responsibilities of any other critical partners in the proposed buy-in. This could include, but is not limited to: proposed sub-contractors, key governmental partners, or other Operating Units within USAID.

Buy-In Budget and Budget Justification

Period of Performance:

Proposed Start Date: XX/XX/20XX Proposed End Date: XX/XX/20XX Total Budget Request: $XX

Directions:

Please include the final detailed budget (excel, unlocked format is preferred as an attachment with a summary version here) for the buy-in project. The budget should detail all sub-contracts under the Statement of Work and should clearly indicate any anticipated indirect costs for both the sub-contracts and the Prime Contractor, such that the Total Budget Request noted above reflects the entire cost of the buy-in.

Attachments

These attachments should be included by USAID in the final buy-in Statement of Work and Buy-in Scope document by USAID before modification is sent to OAA:

· Country Notification (if applicable)

· Gender Analysis by the M/B/IO

· Mission Initial Environmental Examination by both the M/B/IO and the Lab or documentation of Categorical Exclusion under which buy-in is covered

· Activity Manager Designation Letter (if applicable)

Designation of Technical Agreement to Proposed Buy-In

NOTE: This page serves only to designate technical agreement to the proposed scope, implementation plan, roles and responsibilities, reporting expectations, and timeline outlined in this proposed buy-in package. The buy-in is not official until the USAID/Office of Acquisition and Assistance formally modifies the RTAC Contract to designate official USAID approval of the buy-in via an amendment to the existing RTAC Contract.

RTAC COR

The RTAC COR agrees to the terms and scope as outlined in this Statement of Work.

USAID M/B/IO

The USAID M/B/IO agrees to the terms and scope as outlined in this Statement of Work.

Point of Contact Signature

RTAC Research Director The RTAC Research Director agrees to the terms and scope as outlined in this Statement of Work.

RTAC Sub-contractor The aforementioned RTAC sub-contractor agrees to the terms and scope as outlined in this Statement of Work.

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