OPEN_INNOVATION_RFP_7200AA18R00043.pdf

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Issue Date: June 14, 2018 Questions from Offerors: June 29, 2018 NLT 12pm EST Closing Date: July 16, 2018 NLT 12pm EST The applicable NAICS code: 541990 NAICS code description: All other professional, scientific, and technical services

SUBJECT: Request for Proposals (RFP) SOL No: 7200AA18R00043

TITLE: Innovation and Challenge Programs Support Services

EMAIL SUBMISSIONS ONLY

Dear Prospective Offeror:

The United States Government represented by The Agency for International Development (USAID) is issuing the referenced RFP, Solicitation No. 7200AA18R00043 entitled, Innovation and Challenge Program Support Services. USAID is soliciting proposals from qualified 8(a) contractors interested in providing the services detailed in the attached Statement of Work (SOW).

This acquisition is a competitive 8(a) set-aside. Only proposals submitted by certified 8(a) firms will be accepted by the government. Firms must be 8(a) certified by the closing date of this solicitation to be considered compliant with the requirements of this solicitation.

This contract is for a period of two (2) base years with three (3) one-year option periods. The ceiling for the performance of work under this RFP is $24, 000,000 (24M). The maximum aggregate dollar cannot exceed this solicitation limitation including travel and per diem expenses. Revealing the Government cost estimate does not mean that quoters should necessarily strive to meet the maximum amount. Quoters are encouraged to propose additional discounts. Award shall be made to the quoters whose quote offers the best value to the Government. There is no guarantee on the number of requests for activities that the successful contractors will receive or the amount of money beyond the minimum order guarantee set forth in the RFP.

The North American Industry Classification System (NAICS) code for this acquisition is 541990.

Quoters will ensure that registration in the System for Award Management (SAM) is current and up to date. SAM can be accessed at www.sam.gov. Competitive quotes will only be accepted from qualified Small Businesses specifically 8(a).

Best value is being used as an evaluation factor; factors other than only price will be considered in determining the successful offeror. Quotes shall be evaluated on the basis of the criteria described in Section M.

http://www.sam.gov/

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Offerors are responsible for ensuring that proposals are received by USAID by the due date and time as specified above. Failure to comply with the submission date will deem any submission unacceptable and it will not be reviewed or evaluated. Proposals (including all attachments and appendices) must be submitted electronically to Contract Specialist Julia Banks at jbanks@usaid.gov using only PDF formats for requested and required documents where applicable.

Issuance of this solicitation does not constitute an award commitment on the part of the U.S.

Government, nor does it commit the Government to pay for any costs incurred in the preparation or submission of a proposal. Furthermore, the Government reserves the right to reject any offer, if such action is considered to be not in the best interest of the Government.

This RFP can be viewed and downloaded from www.fedbizopps.gov. USAID bears no responsibility for data errors resulting from transmission or conversion processes. Further, offerors should be aware that amendments to solicitations are occasionally issued and will be posted on FBO.gov. USAID advises to regularly check the above website for amendments.

Questions Regarding RFP

Questions regarding this RFP must be submitted by email, and shall be sent directly to Julia Banks, Contract Specialist, at jbanks@usaid.gov . All questions are due by 12:00 PM EST on Tuesday June 29, 2018.

RFP Submission Due Date and Time

Your firm’s proposals must be received by the stated closing date and time, or will not be considered in evaluation.

This RFP in no way obligates USAID to award an order, nor does it commit USAID to pay any costs incurred in the preparation and submission of the proposal.

USAID greatly appreciates your attention to this requirement.

Sincerely, /s/

Roderick Watson Contracting Officer Office of Acquisition and Assistance mailto:jbanks@usaid.gov

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Table of Contents

SECTION B-THE SCHEDULE

B.1PURPOSE

B.2 CONTRACT TYPES AND SERVICES

B.3 CONTRACT PERIOD OF PERFORMANCE………………………………………

B.4 AUTHORIZED GEOGRAPHIC CODE………………………………………………

B.5 ESTIMATED CEILING AND OBLIGATED AMOUNT………………………

B.6 AWARDED PRICES……………………………………………………………………

B.7 SECURITY CLEARANCES…………………………………………………………

B.8 DANGER PAY ALLOWANCE……………………………………………………

SECTION C- SECTION C – DESCRIPTION / SPECIFICATIONS/STATEMENT OF WORK…

C.1 OBJECTIVE………………………………………………………………………………………………

C.2 BACKGROUND…………………………………………………………………………………………

C.3 SCOPE OF WORK………………………………………………………………………………………

C.4 TASKS………………………………………………………………………………………………………

C.5 KEY PERSONNEL……………………………………………………………………………………

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

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

D.2 BRANDING POLICY…………………………………………………………………………………

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

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

E.1 FAR 52.252-2 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY

REFERENCE (FEB 1998)………………………………………………………………………………

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

E.3 QUALITY ASSURANCE……………………………………………………………………………

E.4 RESPONSIBLE OFFICIAL………………………………………………………………………

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SECTION F -DELIVERIES OR PERFORMANCE………………………………………………………………

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

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

F.3 PLACE OF PERFORMANCE…………………………………………………………………………

F.4 WORK WEEK……………………………………………………………………………………………

F.5 PERFORMANCE STANDARDS……………………………………………………………………

F.6 DELIVERABLES…………………………………………………………………………………………

F.7 752.7005 SUBMISSION REQUIREMENTS FOR DEVELOPMENT EXPERIENCE

DOCUMENTS (SEPT2013)……………………………………………………………………………

F.8 AIDAR 752.242-70 PERIODIC PROGRESS REPORTS (OCT 2007)……………….…

F.9 REPORTS AND DELIVERABLE OR OUTPUTS………………………………………….…

F.10 OPTION PERIOD……………………………………………………………………………………

F.11 PERSONAL IDENTITY VERIFICATION OF CONTRACTOR PERSONNEL

(JAN 2011)……

F.12 KEY PERSONNEL…………………………………………………………………………………

F.13 AIDAIR 752.7001 BIOGRAPHICAL DATA FOR 752.7001 (JUL 1997)………

F.14. PROJECT EVALUATION............................................................................................................2 9

SECTION G – CONTRACT ADMINISTRATION DATA…………………………………………………

G.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

G.2 PAYMENT AND VOUCHERS……………………………………………………………………

G.3 DOCUMENTATION FOR PAYMENT…………………………………………………………

G.4 PAYMENT UNDER TIME AND MATERIAL LABOR HOUR CONTRACT………

G.5 LIMITATION OF WITHHOLDING……………………………………………………………

G.6 INVOICE FREQUENCY……………………………………………………………………………

G.7 NOTICE OF PROGRESS PAYMENTS……………………………………………………….…

G.8 FAR 52.232-14 NOTICE OF AVAILABILITY OF PROGRESS PAYMENT

EXCLUSIVELY FOR SMALL BUSINESS CONCERNS (APR 1984)……

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G.9 LIMITATION OF FUNDS………………………………………………………………………

G.10 APPROVALAUTHORITY………………………………………………………………………38

G.11 PERSONNEL COMPENSATION AIDIAR 752.7007………………………………….38

G.12 ADMINISTRATIVE CONTRACTING OFFICE…………………………………………..39

G.13 CONTRACTING OFFICER’S AUTHORITY……………………………………………….39

G.14 CONTRACTING OFFICER’S REPRESENTATIVE (COR)…………………….……..39

G.15 TECHNICAL DIRECTIONS/RELATIONSHIP WITH USAID………………….…..39

G.16 CONTRACTOR'S PRIMARY POINT OF CONTACT AND PAYMENT

ADDRESS………

G.17 ACCOUNTING AND APPROPRIATION DATA…………………………………………41

G.18 RIGHT TO PROCURE FROM OTHER SOURCES……………………………………….41

G.19 CONTRACT ADMINISTRATION…………………………………………………………….41

G.20 LANGUAGE REQUIREMENTS………………………………………………………………41

G.21 OMBUDSMAN……………………………………………………………………………………..41

SECTION H - SPECIAL CONTRACT REQUIREMENTS…………………………………………………43

H.1 CONTRACTOR’S STAFF SUPPORT AND ADMINISTRATIVE AND LOGISTICS

ARRANGEMENTS……………………………………………………………………………………….43

H.2 KEY PERSONNEL…………………………………………………………………………………43

H.3 752.225-9 BUYS AMERICAN ACT - TRADE AGREEMENTS ACT –

BALANCE OF PAYMENTS PROGRAM…………………………

H.4 USAID-FINANCED THIRD-PARTY WEB SITES (AUH 2013)…………………… 43

H.5 302.3.5.22 SUBMISSION OF DATASETS TO THE DEVELOPMENT

DATA LIBRARY DDL (OCTOBER 2014) ………………………………

H.6 INFORMATION SYSTEM SECURITY……………………………………………………….46

H.7 SECURITY CLEARANCE………………………………………………………………………...47

H.8 REQUIRED SECURITY CLAUSES…………………………………………………………….48

H.9 DISCLOSURE OF INFORMATION (AIDAR)…………………………………………….. 51

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H.10 EXECUTIVE ORDER ON TERRORISM FINANCING (FEB 2002)……………… 51

H.11 NEWS RELEASE…………………………………………………………………………………52

H.12 EXECUTIVE ORDER ON TERRORISM FINANCING (FEB 2002)……………… 52

H.13 AIDAR 752.222-70 USAID DISABILITY POLICY (DEC 2004)…………………. 52

H.14 CONFERENCE PLANNING AND REQUIRED APPROVALS (AUG 2013)…….52

H.15 USAID IMPLEMENTING PARTNER NOTICES (IPN) (JUL 2014)……………. .54

H.16 AUTHORIZED GEOGRAPHIC CODE……………………………………………………...54

H.17 752.245-70 GOVERNMENT PROPERTY—USAID REPORTING

REQUIRMENTS (OCT 2017)

H.18 AIDAR 752.7003 DOCUMENTATION FOR PAYMENT (NOV 1998)………..5 4

H.19 EARNED VALUE MANAGEMENT SYSTEM ( NOV 2016)……………………….55

H.20 ENVIRONMENTAL PROVISIONS………………………………………………………...56

H.21 GRANTS UNDER CONTRACT

SECTION I - CONTRACT CLAUSES…………………………………………………………………………..61

I.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY

REFERENCE…………………………………………………………………………………………………...66

I.2 52.246-11 HIGHER-LEVEL CONTRACT QUALITY REQUIREMENT (DEC

2014)……………………………………………………………………………………………………………...66

I.3 FAR 52.204-7 SYSTEM FOR AWARD MANAGEMENT…………………………………...63

I.4 52.216-21 REQUIREMENTS (OCT 1995)……………………………………………………

I.5 52.216-24 LIMITATION OF GOVERNMENT LIABILITY (APR

1984)…………………………………………………………………………………………………………

I.6 52.216-25 CONTRACT DEFINITIZATION (OCT 2010)………………………

I.7 52.217-7 OPTION FOR INCREASED QUANTITY - SEPARATELY PRICED LINE

ITEM (MAR 1989)………

I.8 52.217-8 OPTION TO EXTEND SERVICES (NOV 1999)………………………

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I.9 52.218-9 OPTION TO EXTEND THE TERM OF THE CONTRACT (MAR

2000)……………………

I.10 52.217-9 OPTION TO EXTEND THE TERM OF THE CONTRACT (MAR 2000)…70

I.11 52.219-6 NOTICE OF TOTAL SMALL BUSINESS SET-ASIDE (NOV

2011)…

I.12 52.219-1 SMALL BUSINESS PROGRAM REPRESENTATIONS (OCT

2014)…………………

I.13. 52.219-28 POST-AWARD SMALL BUSINESS PROGRAM REPRESENTATION

(JUL 2013)

I.14. 52.222-42 STATEMENT OF EQUIVALENT RATES FOR FEDERAL HIRES (MAY

2014)…

I.15. 52.227-23 RIGHTS TO PROPOSAL DATA (TECHNICAL) (JUN 1987)…………...75

I.16. 52.230-2 COST ACCOUNTING STANDARDS (OCT 2015)……………………

I.17. 52.232-19 AVAILABILITY OF FUNDS FOR THE NEXT FISCAL YEAR (APR

1984)…

I.18. 52.232-34 P A Y M E N T BY ELECTRONIC FUNDS TRANSFER - OTHER THAN

SYSTEM FOR AWARD MANAGEMENT ( JUL 2013)

I.19. 52.237-7 INDEMNIFICATION AND MEDICAL LIABILITY INSURANCE (JAN

1997)……

I.20. 52.242-4 CERTIFICATION OF FINAL INDIRECT COSTS (JAN

1997)……………………

I.21. 52.243-7 NOTIFICATION OF CHANGES (JAN

2017)………………

I.22. 52.244-2 SUBCONTRACTS (OCT 2010)………………

I.23. 52.244-6 SUBCONTRACTS FOR COMMERCIAL ITEMS (DEC 2001)…………….85

I.24. 52.245-2 GOVERNMENT PROPERTY INSTALLATION OPERATION SERVICES

(APR 2012)……………

I.25. EXECUTIVE ORDER ON TERRORISM FINANCING (FEB 2002)…

I.26. USAID DISABILITY POLICY (DECEMBER 2004) (ACQUISITION AND

ASSISTANCE POLICY DIRECTIVE 04-17)……………………

I.27 COMMUNICATIONS PRODUCTS (OCT 1994)…………………

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I.28 USAID-FINANCED THIRD-PARTY WEB SITES (AUG 2013)…………………

I.29 NONDISCRIMINATION (JUNE 2012)…………………………………………………………89

SECTION J. ATTACHMENTS……………………………………………………………………………………89

SECTION L – INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS……………..90

L. 1 52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE

(FEB 1998)………………………………………………………………………………………………90

L.2 52.233-2 SERVICE OF PROTEST (AUG 1996)………………………………………..90

L.3 GENERAL INSTRUCTIONS AND INFORMATION TO OFFERORS………………91

L.4 RECEIPT OF PROPOSALS AND DELIVERY INSTRUCTIONS…………………...92

L.5 INSTRUCTIONS FOR THE PREPARATION OF THE TECHNICAL AND COST

PROPOSAL………………………………………………………………………………………………94

SECTION M - TECHNICAL EVALUATION CRITERIA……………………………………………….102

M.1 GENERAL INFORMATION………………………………………………………………….102

M.2 EVALUATION CRITERIA……………………………………………………………………102

END OF SECTION M END OF SOLICITATION………………………………………………………..106

ATTACHMENT J.1 - PAST PERFORMANCE TEMPLATE (SHORT FORM)……………….107

ATTACHMENT J.2 AID FORM 1420 BIOGRAPHICAL DATA SHEET………………………..108

ATTACHMENT J.3 QUESTION AND ANSWER TEMPLATE……………………………………..111

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SECTION B- THE SCHEDULE

B.1 PURPOSE

The purpose of this solicitation is to procure institutional support and technical assistance to support the design and implementation of Innovation and Challenge programs within USAID/CDI and partner USAID Missions, Bureaus, and Independent Offices (M/B/IO) from a certified 8(a) contractor. The contractor will be responsible for providing a suite of staffing, technical assistance, and implementation capabilities to USAID that will bolster its efforts to design and implement Innovation and Challenge Funds.

B.2 CONTRACT TYPES AND SERVICES

The Government anticipates awarding a Time and Materials contract with Direct Labor Hours. Labor hours shall be based on firm fixed price labor rates and other direct costs will be reimbursed at cost.

For the consideration set forth in this contract, the contractor shall provide the deliverables or outputs described in Section C and comply with all requirements.

B.3 CONTRACT PERIOD OF PERFORMANCE

The USG anticipates an award with a 2 year base with potentially 3 option years or 5 years inclusive of options.

Unless otherwise agreed to by the Contracting Officer and subject to availability of funds, the anticipated period of performance for this contract shall be as follows:

Base period: TBD Option Year 1: TBD Option Year 2: TBD Option Year 3: TBD

B.4 AUTHORIZED GEOGRAPHIC CODE

The authorized geographic code for procurement of goods and services under this purchase order is 937.

B.5 ESTIMATED CEILING AND OBLIGATED AMOUNT

The estimated ceiling price for this action is $24,000,000, over the period of performance and inclusive of option years. The contractor will not be paid any sum in excess of the ceiling price.

The obligation will be determined at time of award. Obligated amount will be incrementally funded (contingent on the availability of funds) with the remainder from the Lab and other USAID Missions/Bureaus/Independent Offices (M/B/IOs) who would have the ability to “buy-into” the Contract for specific, agreed-to activities consistent with the overall scope of the technical assistance support services outlined in this RFP.

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B.6 AWARDED PRICES

Labor Rates: Offerors shall propose their labor categories following the format below. Offerors may propose a different labor mix.

Offerors should propose a team appropriate for the level of effort under this Scope of Work. USAID anticipates that the contractor will need to mobilize additional labor to deliver against the full SOW and leaves it to the contractor to propose their suggested labor solution(s). Offerors will also note that the inclusion of the Two (2) Key Personnel candidates is required. The flexibility of the solutions proposed in this section to source the talent required on both a short- and long-term basis will be an important part of the evaluation. The offeror must address/acknowledge how it will address the staffing needs. This contract includes anticipated institutional support. In some instances it may be long term technical assistance (LTTA) and short term technical assistance (STTA) the offer must be able to provide timely response to the request (SURGE).

PLEASE NOTE: these services are dependent on demand and are TBD. There is no specific number of consultants required by task however; the offeror is expected to respond quickly at any given time to request for expert consultant services in the technical areas.

The stated technical areas are:

• Sourcing and due diligence services of innovation and challenge fund applicants;

• Technical assistance and acceleration support to innovation and challenge program grantees;

• Partner facilitation, communications and engagement, and program design support; and,

• Monitoring, evaluation, and learning support.

When submitting budgets adhere to the following: Per FAR 16.601, the contractor shall provide fixed hourly rates that include wages, overhead, general and administrative expenses, and profit.

Per FAR 16.601, the contractor shall specify separate fixed hourly rates that include wages, overhead, general and administrative expenses, and profit for each category of labor to be performed by—

(A)The contractor;

(B)Each subcontractor; and (C)Each division, subsidiary, or affiliate of the contractor under a common contract.

The offeror should provide costs for direct materials, subcontracts, other direct costs as applicable.

The time and materials labor CLINs will be funded and ordered on a demand-driven basis.

Travel CLIN is estimated not to exceed cost listed below and all travel costs will be reimbursed at cost to the contractor. The Contractor shall be responsible for tracking and reporting the level of effort for all funded CLINs and ensuring stated levels are not exceeded.

The Contracting Officer’s Representative (COR) has the authority to adjust the number of hours amongst existing labor categories in the Contract as long as the total dollar value of labor ordered is not exceeded for that Contract Year. The COR must provide this approval in writing before the

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Contractor may make any adjustments to labor CLINs. The Contractor must forward their request to the COR for approval and then to the Contracting Officer for modification to update the Contract document.

There is no guarantee the Government will reach the ceiling established per contract year as the need for services are driven by the Agencies demand for Private Sector Engagement.

Table 1.1 Labor Matrix for Key Personnel

Labor Category

Estimated Hours

(2080 hrs /year)

Base Year

Price(1)

Base Year Price

(2) Option Year 1

Option Year 2

Option Year 3

TOTAL

Chief of Party

Program Manager

TOTAL

Other Direct Costs

TOTAL ESTIMATED COST ____________________________ (Total Labor + Total ODC)

Note 1: Travel costs will be reimbursed at cost and in accordance with the Federal Travel Regulation (FTR), Department of State Per Diem Rates, and FAR Part 31 Cost Principles.

Note 2: The maximum escalation rate for this contract shall be no more than two (2) percent per year above salaries and accepted ceiling rates.

Note 3: Additional personnel will be required only in the event it is deemed necessary and approved by the COR and Contracting Officer.

Cost Element

Base Year

Price (1)

Base Year Price

(2) Option Year 1

Option Year 2

Option Year3

TOTAL

Other Direct Cost

Travel $100,000 $100,000 $100,000 $100,000 $100,000 $500,000

G&A

Misc.

TOTALS

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Note 4: ODCs will be required as necessary per the direction of COR. The Contractor will be reimbursed at cost and shall not exceed the established ceilings’ without prior Contracting Officer approval. The U.S. dollar costs allowable shall be limited to reasonable, allocable, and necessary costs determined in accordance with FAR 52.216-11and AIDAR 752.7003 Documentation for Payment.

B.7 SECURITY CLEARANCES

All personnel working under this Contract must have a security clearance of SECRET or the ability to obtain a SECRET clearance. The contractors must have and maintain a Facility Security Clearance at the level of SECRET on Form DD-254.

B.8 DANGER PAY ALLOWANCE

The Contractor employees may receive Danger Pay as a percentage of their unloaded basic compensation. Neither overtime or other premium pay nor other allowances are factored into the calculation of Danger Pay. Danger Pay is paid only for hours for which basic compensation is paid (DSR 655). The Contractor will be reimbursed for payments made to its employees for Danger Pay not to exceed that paid USAID employees in the cooperating country. For additional information, please see the Department of State Standardized Regulations (DSSR), Chapter 650.

END OF SECTION B

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SECTION C – DESCRIPTION / SPECIFICATIONS/STATEMENT OF WORK

C.1 OBJECTIVE

United States Agency for International Development’s Center for Development Innovation (USAID/CDI) is seeking to procure technical assistance to support the design and implementation of innovation and challenge programs within USAID/CDI and partner USAID Missions, Bureaus, and Independent Offices (M/B/IO). The contractor will be responsible for providing a suite of staffing, technical assistance, and implementation capabilities to USAID that will bolster its efforts to support and implement innovation and challenge programs.

C.2 BACKGROUND

The U.S. Agency for International Development (USAID) and its partners have been working to tackle the world’s toughest development challenges for more than 50 years. Today’s global development landscape is rapidly evolving. Driven by scientific breakthroughs, disruptive innovation, and rapid advancements in information and communication technologies, coupled with growing contributions by the private sector, these changes offer unprecedented opportunities to leverage the world’s best thinking to solve critical global challenges.

In April 2014, the United States Agency for International Development (USAID) launched the U.S.

Global Development Lab, a new entity that brings together a diverse set of partners to discover, test, and scale breakthrough solutions that will help achieve the Agency’s mission. The Lab aims to harness the power of science, technology, innovation and partnership to source and scale solutions that accelerate achievement of foreign policy and development goals through a twofold approach: (1) produce breakthrough development innovations; and (2) accelerate the transformation of the U.S.

development enterprise.

The Center for Development Innovation (CDI) is one component of the Lab. Through CDI, USAID supports the piloting and testing of innovative approaches to solve international development problems and supports transitioning those innovations with evidence of impact and cost-effectiveness to scale. USAID/CDI leads these initiatives through several open innovation programs including:

Development Innovation Ventures, which uses an evidence-based, tiered funding model; Grand Challenges for Development, which focuses on specific problem statements and awards the most promising and innovative solutions; as well as other Prize and Challenge programs. Through these programs, CDI has demonstrated that USAID-led open innovation programs can bring new, high-potential ideas into USAID and offer flexible opportunities to test and scale innovative, evidence-informed programming, while giving USAID an opportunity to serve as a thought leader and strategic partner for innovative funding partners.

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C.3 SCOPE OF WORK

United States Agency for International Development’s Center for Development Innovation (USAID/CDI), leads USAID’s open innovation programming through various grant and award programs, works to source, support, and scale breakthrough solutions and business model innovations that have the potential to achieve large-scale development impacts. USAID/CDI leads these initiatives through several open innovation programs including Development Innovation Ventures, Grand Challenges for Development, and other Prize and Challenge programs.

CDI manages Development Innovation Ventures (DIV), the Agency’s flagship open innovation fund.

Launched in 2010, DIV awards grants to development solutions, tests them, and helps scale those that are proven successful. Through Development Innovation Ventures, USAID identifies new, promising solutions through rigorous evaluation and analysis to understand which development solutions will work better than existing alternatives and for fewer taxpayer dollars at scale. To date, Development Innovation Ventures has supported more than 150 innovators across USAID’s geographic and technical focal areas. DIV is a highly competitive program which receives more than 1000 applications per year while only being able to fund less than 10% of those.

CDI leads the agencies Grand Challenges for Development program which are a family of initiatives designed to mobilize governments, companies, and foundations around important issues. Since 2011, USAID and its partners have launched ten Grand Challenges for Development including All Children Reading, Creating Hope in Conflict, Saving Lives at Birth, Securing Water for Food and Scaling Off-Grid Energy. Grand Challenges for Development offer challenge grants, but many use additional tools depending on the problem they intend to solve. These can include prizes, hack-a-thons, capacity-building services, and more. Together, the Grand Challenges for Development partners have committed more than $500 million in grants and technical assistance to fund more than 450 innovations in 60 countries.

CDI collaborates with other USAID Missions and Bureaus as well as other funders and donors to develop and implement open innovation programs. Through Grand Challenges for Development programs, USAID and public and private partners bring in new ideas and voices to solve development problems and scale what works. In addition to Development Innovation Ventures and Grand Challenges for Development, CDI supports expanding the role of open innovation through various ad-hoc open innovation programs such as other challenge programs such as WomenConnect as well as prize competitions designed to incentivize specific innovative outcomes such as the Off- Grid Refrigeration Competition and the Desal Prize.

To support CDI’s role in leading USAID’s open innovation programming, CDI anticipates the following service areas but specific areas of focus will be determined based on identified needs and available funding. USAID anticipates the prime recipient of this contract to provide:

• Sourcing and due diligence services of innovation and challenge fund applicants;

• Technical assistance and acceleration support to innovation and challenge program grantees;

• Partner facilitation, communications and engagement, and program design support; and,

• Monitoring, evaluation, and learning support.

The prime recipient will need to maintain a lean project team while having the ability to quickly increase its abilities through short and long term consultants and subawards. The prime recipient will work to solicit these subawards and consultancies to selected organizations and their partners around the world to provide support in these key areas. Given the geographic diversity of the programs and

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C.4 TASKS

The list of tasks below lays out USAID’s initial understanding of the activities the successful offeror will perform under this contract. The Offerors’ ability to undertake these tasks will be the basis for evaluation and awarding of the contract. Additional work and expertise is anticipated beyond but related to these tasks. A flexible ability to add and subtract short term technical assistance (STTA) and long term technical assistance (LTTA) will be required. In addition, major program elements will require delivery through sub-contracts. The offeror will assist the USAID in designing, developing, and implementing programs that identify innovative solutions to development challenges. These programs may also support USAID Missions seeking to source and scale innovative solutions. The offeror will also provide on-going support to some grantees as they assess and iterate their solutions, and support the Center by identifying improvements to existing programs or new ways to meet stated goals. The offeror will need to demonstrate capabilities to assist in administrative, implementation, and staffing functions in support of these programs, to engage external audiences in the program and communicate results, to manage data and conduct analysis, and to provide various forms of technical assistance to grantees.

These tasks will be completed both directly and through the execution of sub-awards. USAID expects individual sub-awards/contracts will range from $50,000 to $200,000, and that less commonly there may be sub-awards/contracts as low as $5,000 and as high as $1 million. The duration of individual sub-awards/contracts is expected to range from one month to two years. The solicitations conducted under this award will vary based on the needs of the Center.

Major tasks under this contract are expected to include, but are not limited to, the following:

C.4.1 Operations and Program Management

a) Solicit and award subgrants and subcontracts

b) Provide budgetary and program oversight of all activities

c) Provide technical and surge staffing support

C.4.2 Selections support

a) Organize and schedule interviews with selected applicants at the interview stage and organize and coordinate evaluation committees

b) Provide due diligence of grant applicants and innovations

c) Review and respond to applicant inquiries

d) Develop draft award packages

C.4.3 Technical Assistance for Scaling-Up

a) Provide grantees and innovators a range of acceleration and technical assistance services to address critical business, organizational, financial, and institutional challenges to bring their businesses or organizations to scale

b) Offer an extensive network of customized and technically and geographically varied services depending on the individual needs of grantees

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c) Design and execute match-making and collaboration activities to foster partnerships for a specific grantee and/or program

C.4.4 Event and Travel Logistics

a) Manage all pre- and post- event logistics including event and venue support

b) Travel support logistics for USAID-paid travel by grantees, presenter, and others as directed by

USAID

o Serve as the primary POC for communications with the traveler; Coordinate scheduling and reservations; Assist with visa processing support; Manage financial tracking and accounting and voucher processing

C.4.5 Press and Media Support

a) Develop and implement a comprehensive external engagement and communications campaign for a specific grantee, program, and/or across a portfolio of programs

b) Create press and media pitches and develop press releases and other public communication materials

C.4.6 Monitoring and Evaluation (M&E) and Learning Support

a) Provide individual grantee and/or program-specific analysis

b) Design Monitoring and Evaluation approaches for programs and activities

c) Oversee data collection and analysis of grantee and USAID programs

Management:

The Contractor must maintain appropriate contracting, financial, and quality assurance systems and structures for implementing the project. These systems will be designed to contain costs and maximize sub-awards/sub-contracts for the support of open innovation programs. The offeror should have sufficient resources to support an anticipated high number of subawards and consultants to support the efforts under this Scope of Work. Management and organizational capability to award subcontract(s) will be required. The Prime Contractor will award and oversee contract(s) on a competitive basis to support any of these tasks. All tasks above may also potentially be conducted with other Operating Units within USAID, both in Washington and abroad. Offerors should be prepared to engage USAID Missions around the world and present a coherent plan for maximizing these engagements.

Staffing:

The prime recipient will need to maintain a lean project team while having the ability to quickly increase its abilities through STTA (short term technical assistance) and LTTA (long term technical assistance) will be required. Offerors should propose a team appropriate for the level of effort under this Scope of Work. USAID anticipates that the contractor will need to mobilize additional labor to deliver against the full SOW and leaves it to the contractor to propose their suggested labor solution(s). Offerors will also note that the inclusion of the Two (2) Key Personnel candidates is required. The flexibility of the solutions proposed in this section to source the talent required on both a short- and long-term basis will be an important part of the evaluation. The offeror must have the ability to attract and retain qualified and appropriate staff to support the efforts under this Scope of Work.

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C.5 KEY PERSONNEL

This contract will anticipate two (2) full-time key personnel for the life of the program. These positions are subject to change and are not all the full-time positions we expect to be filled to meet the needs of this contract:

1. Key Personnel 1:

Chief of Party (100% time) – Responsible for overall strategic and operational coordination of program activities. Proposed Chief of Party should have a comprehensive understanding of issues related to managing a sub-award/sub-contract program that serves clients in developing countries supported by U.S. Government funding; strong management experience, problem solving and interpersonal skills, and experience in budgeting and financial management. S/he will also have experience in interacting with U.S. Government agencies, other donors, and partners.

Chief of Party Qualifications Requirements:

● Master’s Degree (or higher) in international affairs, public administration, public policy, or a related field

● Minimum of seven (7) years of program management experience with a US Government foreign affairs agency, international assistance organization, or non-governmental organization

● Minimum of three (3) years of overseas field experience working in one or more developing countries

● Minimum of five (5) years of supervisory experience

● Demonstrated experience in developing, or supporting the development of, innovative approaches to development challenges

2. Key Personnel 2:

Program Manager (100% time) – Responsible for overall strategic coordination of program related resources supporting USAID/CDI programs such as DIV, Grand Challenges for Development, and other Challenge and prize programs.

Program Manager Qualifications Requirements:

● Minimum of five (5) years or more of progressively responsible work experience in managing complex projects of similar size and scope to the project outlined in this scope of work.

● Master’s Degree in business administration, public administration, public policy, or a related field

● Minimum of three (3) years of overseas field experience working in one or more developing countries

● Demonstrated experience in developing, or supporting the development of, innovative approaches to development challenges

The Chief of Party and Program Manager are considered key positions. The prime recipient will determine the staff time that is needed to successfully implement their work plan and meet benchmarks and indicators as agreed upon by USAID and the prime recipient in a timely manner. The prime recipient must be able to promptly provide additional expertise through a combination of STTA (short term technical assistance), LTTA (long term technical assistance), and/or subawards. Where possible, staff should have experience working in developing countries or with programs that serve clients in developing countries.

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Please note that USAID will require approval of the key personnel positions noted above and that the contractor should include biographic information demonstrating proposed candidates qualifications as requested above. The Contractor shall describe the roles and responsibilities for each key personnel proposed.

END OF SECTION C

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SECTION D - PACKAGING AND MARKING

D.1 AIDAR 752.7009 MARKING (JAN 1993)

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

(b) Specific guidance on marking requirements should be obtained prior to procurement of commodities to be shipped, and as early as possible for project construction sites and other project locations. This guidance will be provided through the Contracting Officer’s Representative 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 POLICY

Markings under this contract shall comply with the USAID “Graphic Standards Manual available at www.usaid.gov/branding <http://www.usaid.gov/branding> or any successor branding policy.

D.3 BRANDING STRATEGY

(a) In accordance with ADS 320, USAID policy is to require exclusive branding and marking in USAID direct acquisitions using any source of funds. Contractors and subcontractors' corporate identities or logos must not be used on USAID-funded program materials. Marking is not required on contractor vehicles, offices, office supplies or other commodities used solely for administration of the USAID-funded program. Marking is not permitted on any communications that are strictly administrative, rather than programmatic, in nature. USAID identity is also prohibited on contractor and recipient communications related to award administration, such as hiring/firing of staff or renting office space and/or equipment.

(b) The Contractor shall develop a broad branding implementation plan (BIP) and Marking Plan (MP) for this contract to describe how the program deliverables will be branded.

END OF SECTION D

http://www.usaid.gov/branding

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SECTION E - INSPECTION AND ACCEPTANCE

E.1 FAR 52.252-2 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY

REFERENCE (FEB 1998)

This solicitation incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available.

Also, the full text of a clause may be accessed electronically at this/these addresses:

https://www.acquisition.gov/ (FAR) http://www.usaid.gov/pubs/ads/300/aidar.pdff (AIDAR; a Word version of the AIDAR is also available at http://www.usaid.gov/pubs/ads/300)

E.2 INSPECTION AND ACCEPTANCE

USAID inspection and acceptance of services, reports and other required deliverables or outputs shall take place within the Washington, D.C. metro or at any other location where the services are performed and reports and deliverables or outputs are produced or submitted. The COR listed in Section G has been delegated authority to inspect and accept all services, reports and required deliverables or outputs.

FEDERAL ACQUISITION REGULATION (48 CFR Chapter 1)

NUMBER TITLE DATE

52-246-4 Inspection of Services-Fixed Price (AUG

1996) 52-246-6 Inspection-Time-and-Material and Labor

Hours

(MAY

2001)

E.3 QUALITY ASSURANCE

The Government will evaluate the Contractor's performance. If an observation indicates defective performance, the COR will require the Contractor to initial the observation or acknowledge via email.

The initialing acknowledges the Contractor's awareness of the observation, but does not constitute concurrence. The COR is responsible for resolving performance issues. If satisfactory resolution cannot be reached, the COR will immediately forward the observation to the Contracting Officer for validation and potential corrective action.

If any of the services do not conform to the requirements, the Government may require the Contractor to perform the services again in conformity with requirements and in accordance with FAR 52.246-4 Inspection of Service - Fixed Price (AUG 1996) and FAR 52.246-6 Inspection Time and Material and Labor Hour May (2001).

http://www.usaid.gov/pubs/ads/300

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E.4 RESPONSIBLE OFFICIAL

In accordance with the clauses of this contract entitled ― Inspection – Fixed Price, (FAR 52.246-4) and Inspection - Time and Material Labor Hour, (FAR 52.246-6), inspection of results or other deliverables required shall be made by the cognizant COR. Acceptance of goods/services and reports or other deliverables by the cognizant COR shall form the basis for payments to the contractor, and will form the basis of the contractor‘s permanent performance record with to this contract.

END OF SECTION E

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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 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.

In accordance with ADS 302 the following language is included substantially as prescribed by ADS 302.3.2.3, follows in the Fair Opportunity Process" paragraph of Section F of the solicitation/award:

EXCEPTION: P.L. 107-115, Section 534(f), entitled "Small Business," provides USAID with an additional exception to the fair opportunity process in FAR 16.505. Under this exception USAID may directly place task orders with any category of small or small disadvantaged business that received one of the IQCs awarded from the solicitation from which this contract was awarded.

In accordance with FAR 52.211-8 the following clause is being referenced 52.211-8 Time of Delivery (JUN 1997). The schedule for delivery is outlined below.

FEDERAL

ACQUISITION

REGULATION (48

CFR Chapter 1)

52.211-11

LIQUIDATED DAMAGES-SUPPLIES, SERVICES OR RESEARCH AND

DEVELOPMENT

SEPT 2000

52.242-15

STOP-WORK ORDER

ALERNATE I (APR 1984)

AUG 1989

52.242-17 GOVERNMENT DELAY OF WORK APR 1984

F.2 PERIOD OF PERFORMANCE

The period of performance will be a 2 year base with potentially 3 option years or 5 years inclusive of options.

F.3 PLACE OF PERFORMANCE

The place of performance is in Washington DC and overseas (Latin America & Caribbean, Africa Asia, Europe and Middle East). All key personnel and core representation of the contractor must be based in a location near (within approximately 1.0 mile) to CDI's offices located in the Ronald Reagan Building (1300 Pennsylvania Avenue, NW) in Washington, DC in order to accommodate timely and effective collaboration of work. The contractor must be available and accessible to participate in meetings at

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CDI offices on a regular and recurring basis. The contractor may have personnel who are located outside of the DC area and who work remotely as long as all of the work is accomplished in a timely and efficient manner.

F.4 WORK WEEK

The workweek for the contracted staff is at least 8 hours daily on a schedule to allow for coverage during Agency Official Work Hours from 8:45 a.m. to 5:30 p.m. Telework will be in accordance with Agency prescribed telework and with prior approval of the COR or Alternate. No overtime or premium pay is authorized under this contract. For full-time personnel, the contractor is authorized up to a 5-day, 40-hour work-week. Overseas staff must work on the Mission approved schedule.

F.5 PERFORMANCE STANDARDS

The contractor’s performance shall be evaluated based on the completion of specific tasks as outlined in the Contract, adherence to the mobilization and implementation plan, and timely submission of monthly reports to the Contracting Officer’s Representative (COR), addressing hours accrued, travel and other items as requested. The COR jointly with the Contracting Officer will evaluate the Contractor's overall performance. Evaluations shall form the basis of the Contractor's permanent performance record with regard to this contract as required in FAR Part 42.15 and AIDAR 742.11. The Contractor’s performance will be evaluated annually. The contractor will also be evaluated and at contract completion, utilizing at a minimum, the following factors. The Evaluations shall include:

1) Quality and Timeliness: Achievement of key performance indicators specified and agreed to with USAID as part of the work plan.

2) Cost control: Including accuracy of budgets, control within budgets and timely financial reporting.

3) Business relations: Addressing the professional behavior and overall business-like concern for the interests of the customer, customer satisfaction, timely award and management of subcontracts, cooperative attitude in remedying problems, and timely completion of all administrative requirements.

4) Management of key personnel: including appropriateness of personnel for the job and prompt and satisfactory changes in personnel when problems with clients are identified.

F.6 DELIVERABLES

Deliverables are to be provided to the COR. Deliverables and work products generated as a result of the tasks in Section C, Statement of Work may vary from year-to- year, depending on analytical requirements and assistance needed for periodic reports to Congress. The timing for such deliverables will be defined in annual work plans and subsequent communications from the COR.

The deliverables will include but are not limited to the following:

F.7 752.7005 SUBMISSION REQUIREMENTS FOR DEVELOPMENT EXPERIENCE DOCUMENTS

(SEPT 2013)

(a) Contract Reports and Information/Intellectual Products.

(1) Within thirty (30) calendar days of obtaining the contracting officer representative's approval, the contractor must submit to USAID's Development Experience Clearinghouse (DEC) one copy each of reports and information products which describe, communicate or organize program/project development assistance activities, methods, technologies, management, research, results and

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● Describe the planning, design, implementation, evaluation, and results of development assistance; and

● Are generated during the life cycle of development assistance programs or activities.)

The contractor must also submit copies of information products including training materials, publications, videos and other intellectual deliverable materials required under the Contract Schedule.

The following information is not to be submitted:

● Time-sensitive materials such as newsletters, brochures or bulletins.

● The contractor's information that is incidental to award administration, such as financial, administrative, cost or pricing or management information.

(2) Within thirty (30) calendar days after completion of the contract, the contractor must submit to the DEC any reports that have not been previously submitted and an index of all reports and information/intellectual products referenced in paragraph (a)(1) of this clause.

b) Submission requirements. The contractor must review the DEC Web site for the most up-to-date submission instructions, including the DEC address for paper submissions, the document formatting and the types of documents to be submitted. The submission instructions can be found at:

https://dec.usaid.gov.

(1) Standards.

1. Material must not include financially sensitive information or personally identifiable information (PII) such as social security numbers, home addresses and dates of birth. Such information must be removed prior to submission.

2. All submissions must conform to current USAID branding requirements.

3. Contract reports and information/intellectual products can be submitted in either electronic

(preferred) or paper form. Electronic documentation must comply with Section 508 of the Rehabilitation Act of 1973.

4. The electronic submissions must consist of only one electronic file, which comprises the complete and final equivalent of the paper copy.

5. Electronic documents must be in one of the National Archives and Records Administration (NARA)-approved formats as described in NARA guidelines related to the transfer of permanent E-records.

(See http://www.archives.gov/recordsmgmt/initiatives/transfer-to-nara.html).

(2) Essential bibliographic information. Descriptive information is required for all contractor products submitted. The title page of all reports and information products must include the contract number(s), contractor name(s), name of the USAID contracting officer's representative, the publication or issuance date of the document, document title, (if non-English, provide an English translation of the title), author name(s), and development objective or activity title (if non-English, provide a translation) and associated number, and language of the document (if non-English). In addition, all hard copy materials submitted in accordance with this clause must have, attached as a separate cover sheet, the name, organization, address, telephone number, fax number, and internet address of the submitting party.

https://dec.usaid.gov/ http://www.archives.gov/recordsmgmt/initiatives/transfer-to-nara.html

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F.8 AIDAR 752.242-70 PERIODIC PROGRESS REPORTS (OCT 2007)

a) The Contractor shall prepare and submit progress reports as specified in the Schedule of this Contract.