7200AA21R00017 NextGen In-Country Logistics Request for Proposals Amend 0001.pdf

7200AA21R00017

RFP Number: 7200AA21R00017 RFP Title: In-Country Logistics (“ICL”) RFP Issuance Date: June 17, 2022 Questions Due Date and Time: July 1, 2022 at 16:00 EST (4:00 PM EST) Closing Date and Time for Receipt of Proposals: October 4, 2022 at 16:00 EST (4:00 PM EST)

To All Prospective Offerors:

The United States Government, represented by the U.S. Agency for International Development (USAID) anticipates awarding one Cost-Plus Award Fee (CPAF) type contract with an estimated period of performance of one five (5) year base period, one three (3) year option period and one two (2) year option period for the implementation of the In-Country Logistics (“ICL”) requirement, part of the Next Generation Global Health Supply Chain Suite of Programs.

Subject to availability of funds, the estimated cost range for this contract is between $1B - $1,49B (billion). The principal geographic code for this contract is 935. The North American Industry Classification System (NAICS) code for this acquisition is 541614.

This procurement will be conducted under full and open competition, pursuant to Part 15, Part

16.3 and 16.4 of the Federal Acquisition Regulation (FAR) (48 CFR Chapter 1). All types of organizations are eligible to compete; USAID encourages the participation of, to the maximum extent practicable, host country organizations, small business concerns, veteran owned small business, service-disabled veteran small business, HUB zone small business, small, disadvantaged business, and women-owned small business concerns in this activity as the prime contractor or as subcontractors. USAID discourages the use of exclusive agreements as this limits USAID’s and host country’s ability to receive the best services.

Offerors are encouraged to read the entire solicitation. Special attention should be paid to Section L – Instructions, Conditions, and Notices to Offerors or Respondents, and Section M – Evaluation Criteria.

Any questions related to this RFP must be submitted by email to nextgenicl@usaid.gov by the time and date specified above. No questions will be accepted after the date and time stated above. Each e-mail must contain a subject line, which clearly indicates the name of the offeror and the solicitation number.

If questions are received, which affect the responses to the solicitation, or if changes are made to the closing date and time, as well as any other aspects of the RFP, this solicitation will be amended. Any amendments to this solicitation will be issued and posted on the www.sam.gov website. USAID bears no responsibility for data errors resulting from transmission or conversion mailto:nextgenicl@usaid.gov http://www.sam.gov/

RFP No. 7200AA21R00017 Amendment 0001 processes. Offerors are encouraged to check this website www.sam.gov periodically.

NOTE: Only electronic proposals sent to nextgenicl@usaid.gov in response to this RFP by the due date and time specified above will be accepted. For detailed submittal instructions, please refer to Section L. No other forms of submission will be accepted. Proposals must be signed by an official who is authorized to bind the offeror’s organization.

It is the Offeror’s responsibility to ensure that the solicitation has been received from the Internet in its entirety. USAID bears no responsibility for data errors resulting from download or conversion processes. If your organization decides to submit a proposal in response to this solicitation, it must be submitted by the time and date specified above in accordance with FAR 52.215-1. Proposals submitted in response to this solicitation shall be valid for no less than 365 days.

Issuance of this solicitation does not in any way obligate the U.S. Government to award a contract nor does it commit the U.S. Government to pay for costs incurred in the preparation and submission of a proposal. Award of a contract under this RFP is subject to availability of funds and other internal USAID approvals. 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 U.S. Government.

USAID reserves the right to award this contract without discussions.

Failure to comply with submission dates will deem the submission unacceptable and it will not be reviewed or evaluated. Faxed proposals are not acceptable nor will they be reviewed or evaluated.

Thank you for your interest in USAID programs.

Sincerely, Abibou Oussantidja Supervisory Contracting Officer USAID/ Washington, DC Office of Acquisition and Assistance http://www.sam.gov/ mailto:nextgenicl@usaid.gov

SOLICITATION, OFFER AND AWARD 1. THIS CONTRACT IS A RATED ORDER

UNDER DPAS (15 CFR 700)

RATING PAGE OF PAGES

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

CODE7. ISSUED BY 8. ADDRESS OFFER TO (If other than item 7)

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

SOLICITATION

9. Sealed offers in original and copies for furnishings 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 until local time

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.

10. FOR

INFORMATION

CALL:

A. NAME B. TELEPHONE (NO COLLECT CALLS)

AREA CODE NUMBER EXTENSION

C. E-MAIL ADDRESS

11. TABLE OF CONTENTS

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

A B C D E F G H

I

J

K

L

M EVALUATION FACTORS FOR AWARD

INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

REPRESENTATIONS, CERTIFICATIONS AND OTHER

STATEMENTS OF OFFERORS

PART IV - REPRESENTATIONS AND INSTRUCTIONS

LIST OF ATTACHMENTS

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

CONTRACT CLAUSESSOLICITATION/CONTRACT FORM

SUPPLIES OR SERVICES AND PRICES/COSTS

DESCRIPTION/SPECS./WORK STATEMENT

PACKAGING AND MARKING

INSPECTION AND ACCEPTANCE

DELIVERIES OR PERFORMANCE

CONTRACT ADMINISTRATION DATA

SPECIAL CONTRACT REQUIREMENTS

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

OFFER (Must be fully completed by offeror)

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 set opposite each item, delivered at the designated point(s), within the time specified in the schedule.

13. DISCOUNT FOR PROMPT PAYMENT

(See Section I, Clause No. 52.232-8)

14. ACKNOWLEDGMENT OF AMENDMENTS

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

10 CALENDAR DAYS (%) 20 CALENDAR DAYS (%) 30 CALENDAR DAYS (%) CALENDAR DAYS(%)

DATEAMENDMENT NO.AMENDMENT NO. DATE

15A. NAME AND

ADDRESS

OF OFFEROR

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

OFFER(Type or print)

15B. TELEPHONE NUMBER

AREA CODE NUMBER EXTENSION

15C. CHECK IF REMITTANCE ADDRESS IS

DIFFERENT FROM ABOVE - ENTER SUCH

ADDRESS IN SCHEDULE.

17. SIGNATURE 18. OFFER DATE

AWARD (To be completed by Government)

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

22. AUTHORITY FOR USING OTHER THAN FULL OPEN COMPETITION:

10 U.S.C. 2304 (c) ( )41 U.S.C. 3304(a)

24. ADMINISTERED BY (If other than Item 7)

26. NAME OF CONTRACTING OFFICER (Type or print)

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

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition is unusable

23. SUBMIT INVOICES TO ADDRESS SHOWN IN

(4 copies unless otherwise specified)

25. PAYMENT WILL BE MADE BY

27. UNITED STATES OF AMERICA

(Signature of Contracting Officer)

28. AWARD DATE

CODE

ITEM

STANDARD FORM 33 (REV. 6/2014)

Prescribed by GSA - FAR (48 CFR) 53.214 (c)

SEALED BID (IFB)

NEGOTIATED (RFP)

(Hour) (Date)

PART I - THE SCHEDULE PART II - CONTRACT CLAUSES

3 229

Abibou Oussantidja / Jacinda Jordan nextgenicl@usaid.gov

7200AA

USAID M/OAA

Office of Acquisition & Assistance

7200AA21R00017

16:00

Jacinda Jordan nextgenicl@usaid.gov

61 208

10/4/2022

6/17/2022

0001 7/29/2022

PAGE LEFT INTENTIONALLY BLANK

LIST OF ACRONYMS

2PL Second Party Logistics 3PL Third Party Logistics 4PL Fourth Party Logistics ACO Administrative Contracting Officer ADS Automated Directives System AIDAR Agency for International Development Acquisition Regulation APR Annual Progress Report ASN Advanced Shipment Notice B&M Branding Implementation and Marking Plan CAS Cost Accounting Standards CCN Cooperating Country National CFR Code of Federal Regulations CISO Chief Information Security Office CPA Certified Public Accountant CPAF Cost Plus Award Fee CPAR Contractor Performance Assessment Report CO Contracting Officer COR Contracting Officer Representative CST Contractor Salary Threshold CT NextGen Control Tower DBA Defense Base Act DDL Development Data Library DEC Development Experience Clearinghouse DSSR Department of States Standard Regulations EDI Electronic Data Interchange EMMP Environmental Mitigation and Monitoring Plan EMMR Environmental Mitigation and Monitoring Report EO Executive Order FAR Federal Acquisition Regulations FDO Fee-Determining Official FTO Francophone Task Order GAO Government Accountability Office GAAS Generally Accepted Accounting Standards GDP Good Distribution Practice GH USAID Bureau for Global Health GHSC Global Health Supply Chain GSP Good Storage Practice HQ Headquarters IEE Initial Environmental Examination ICL In-Country Logistics ITN Insecticide Treated Nets KMC Knowledge Management and Communications Plan KP Key Personnel KPI Key Performance Indicator

LIT Logistics Information Technologies LMIC Low-to-Middle-Income Country LMIS Logistics Management Information System LOE Level of Effort LPA USAID Bureau for Legislative and Public Affairs LSP Logistics Service Provider MEL Monitoring Evaluation and Learning Plan NEXTGEN Next Generation Global Health Supply Chain NDAA National Defense Authorization Act NICRA Negotiated Indirect Cost Rate Agreement ODC Other Direct Cost OFCCP Office of Federal Contract Compliance Programs OEM Original Equipment Manufacturer OCI Organizational Conflict of Interest PEB Performance Evaluation Board PEPFAR President Emergency Plan for AIDS Relief PMI President’s Malaria Initiative POD Proof of Delivery PoP Place of Performance PPI Past Performance Information PPIRS Past Performance Information Retrieval System PSA Procurement Supply Agent PSE Private Sector Engagement PSC Product Service Code PWS Performance Work Statement QA Quality Assurance QASP Quality Assurance Surveillance Plan QPR Quarterly Progress Report QuTI Quality Testing and Issuing RDC Regional Distribution Center RDT Rapid Diagnostic Test RFP Request for Proposal RUTF Ready to use Therapeutic/Supplementary Food SAM System for Award Management SCRMP Supply Chain Risk Management Plan SF Standard Form SOO Statement of Objectives SRM Strategic Risk Management TA Technical Assistance TCN Third Country National T&M Time and Materials USAID United States Agency for International Development USG United States Government USN United States National WMS Warehouse Management System

TABLE OF CONTENTS

PART I – THE SCHEDULE

SECTION B: SUPPLIES OR SERVICES AND PRICE/COSTS

B.1 PURPOSE

The purpose of this contract is to provide services that fall within the Performance Work Statement (PWS) specified in Section C for the implementation of the activity entitled “In- Country Logistics” (“ICL”), which is a mechanism within the Next Generation Global Health Supply Chain (NextGen) suite of programs providing fourth-party logistics services (“4PL”).

B.2 CONTRACT TYPE/CONTRACT SERVICES

This is a Cost-Plus-Award-Fee (CPAF) contract with an estimated period of performance of one five (5) year base period, one three (3) year option period and one two (2) year option period. For the consideration set forth below, the Contractor must provide the deliverables or outputs described in Sections B, C, F, J and comply with all contract requirements.

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

(1) The estimated cost for the performance of the work required hereunder, exclusive of award fee and base fee is [$TBD]. The base fee is [$TBD]. The maximum award fee is [$TBD]. The total estimated cost plus all the maximum fee is [$TBD].

(2) The amount currently obligated and available for reimbursement of allowable costs incurred by Contractor (and payment of fee, if any) for performance hereunder is [$TBD]. The contractor must not exceed the aforesaid obligated amount, nor will the U.S. Government (USG) be responsible for costs incurred should the contractor do so.

(3) Funds obligated hereunder are anticipated to be sufficient through [TBD]. Funding for this contract will be on an incremental basis, subject to availability of funds.

B.4 CONTRACT BUDGET

The budget for this contract is as follows: To be completed at time of award

Table 1: Contract Budget:

Total Base Period

Total Option Period One

Total Option Period Two

Total Amount for Each CLIN

CLIN 1:

Headquarters Costs (HQ direct costs, indirect costs and base fee)

CLIN 0001 CLIN 1001 CLIN 2001

CLIN 2:

Country Costs (Country direct costs, indirect costs and base fee)

CLIN 0002 CLIN 1002 CLIN 2002

CLIN 3:

Award Fee CLIN 0003 CLIN 1003 CLIN 2003

Total Cost plus Award Fee Pool for Each Period

B.5 INDIRECT COSTS / CEILING ON INDIRECT COSTS

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

Table 2: Indirect Costs/ Indirect Cost Ceilings:

Prime Contractor Fringe

Rate % Overhead Rate %

Overhead Ceiling Rate %

G&A Rate %

G&A Ceiling Rate %

PRIME (Insert Name)

Base of Application

Source: (insert)

Period: (insert)

Major Subcontractor(s) (Insert Name)

Base of Application

Prime Contractor Fringe Rate %

Overhead Rate %

Overhead Ceiling Rate %

G&A Rate %

G&A Ceiling Rate %

Source: (insert)

Period: (insert)

*Special Note: The un-shaded columns in the indirect cost table are the current approved indirect cost rates for the prime and major subcontractor(s).

The Contractor will make no change in its established method of classifying or allocating indirect costs that impacts this contract without the prior written approval of the Contracting Officer.

Reimbursement for indirect costs must be at final negotiated rates, but not in excess of ceiling rates specified above.

The Government must not be obligated to pay any additional amount associated with indirect costs above the ceiling rates established in the contract. If the final indirect cost rates are less than the negotiated ceiling rates, the negotiated rates will be reduced to conform to the lower rates. This advance understanding must not change any monetary ceiling, cost limitation, or obligation established in the contract.

Note: Contractors are allowed to recoup indirect costs (OH, G&A, etc.) as other direct costs if it is part of the contractor’s usual accounting procedures, consistent with FAR Part 31 and the contactor’s NICRA.

B.6 COST REIMBURSABLE

The U.S. dollar allowable costs will be limited to reasonable, allocable and necessary costs determined in accordance with FAR 52.216-7 Allowable Cost and Payment (AUG 2018) and FAR 52.232-22, Limitation of Funds (APR 1984), and AIDAR 752.7003, “Documentation for Payment”.

B.7 PAYMENT OF BASE FEE

The payment of base fee will be in accordance with the following:

(1) Subject to the withholding provision of the contract clause entitled "Fixed Fee" (FAR 52.216-8), the base fee specified in Section B shall be paid in installments at the time of each payment on account of allowable cost. The amount of each such installment will be determined by applying - to the amount payable as allowable cost - a percentage reflecting the ratio of total contract base fee to total contract estimated costs.

(2) In the event of discontinuance of the work in accordance with the clause of the contract entitled "Termination (Cost Reimbursement)" (FAR 52.249-6), the base fee shall be re-determined by mutual agreement equitably to reflect the reduction in the work actually performed. The amount by which such base fee is less than, or exceeds, payments previously made on account of the base fee shall be paid to, or repaid by the Contractor, as applicable.

B.8 PAYMENT OF AWARD FEE

(1) The Contractor may earn and be paid all or a portion of an award fee for performance under this contract. The Government’s purpose in granting an award fee is to encourage and reward superior contract performance.

(2) The maximum award fee will be made available to the Contractor in ten (10) increments, with the first evaluation occurring twelve months after effective date, and the remaining nine (9) evaluations occurring annually, on the anniversary of the effective date, as specified below:

a. The determination of the award fee, if any, earned by the Contractor will be in accordance with the Award Fee Evaluation Plan (Attachment G.10).

b. Unearned award fee cannot rollover from one award fee increment to the next award fee increment. The amount of award fee to be earned is a unilateral and subjective Government evaluation decision.

c. Payment of any award fee earned by the Contractor shall not be subject to withholdings.

B.9 COST RECOVERY ON COUNTRY BASED WORK FOR HQ OPERATIONS

This will be a field-financed program; therefore, the contractor must ensure a method for distributing the direct costs associated with the central management of the contract of headquarters operations across individual countries’ work. For example, the contractor may opt to charge a flat rate to USAID Missions activities, to recover the cost from supporting these functions from headquarters. This is not a profit generating scheme, and any funds generated using the allocable rate, but not exhausted through this charge, will not be kept by the contractor at the end of the contract. It is the contractor’s responsibility to clearly communicate the proposed structure and functionality of charges, fees, and proposed costs to be reimbursed, and to obtain written approval of this method from USAID.

B.10 LABOR

Compensation of personnel under this contract or any resulting subcontract must be in accordance with AIDAR 752.7007 Personnel Compensation (July 2007), the full text of which is in Section I.

B.11 MULTI-YEAR CONTRACT

The ceiling is considered non-severable, and is therefore a multi-year contract as defined in FAR

17.103. This contract is subject to the requirements of FAR 17.106.

This is a Cost- Plus- Award- Fee (CPAF) type contract where the contractor is authorized to be reimbursed for all costs which are allowable in accordance with FAR 52.216-7, “Allowable Costs and Payment”. Therefore, the contractor will not incur any costs which would have been amortized over the life of the contract should be canceled in accordance with FAR 52.217-2.

Therefore, the cancellation ceiling established pursuant to FAR 17.106-1(c)(1) for each program year is detailed in the table below.

In the event that the Government cancels requirements for services in subsequent program years under this contract, the following conditions will apply: [Amount and dates to be filled in at time of award]

Cancellation Dates:

Contract Year 2: DATE TBD, [Award year + 1 year] Cancellation Ceiling: TBD Contract Year 3: DATE TBD, [Award year + 2 years] Cancellation Ceiling: TBD Contract Year 4: DATE TBD, [Award year + 3 years] Cancellation Ceiling: TBD Contract Year 5: DATE TBD, [Award year + 4 years] Cancellation Ceiling: TBD

The cancellation dates and ceiling amounts will be established at the time of award. The amounts will be based on the nonrecurring costs to be incurred by the awardee, which would be applicable to, and which normally would be amortized over the life of the contract, and the items or services to be furnished under the multi-year requirement.

[END OF SECTION B]

SECTION C: PERFORMANCE WORK STATEMENT

USAID will insert the Contractor’s final Performance Work Statement (PWS) at time of award.

See Section J, Attachment J.1 - STATEMENT OF OBJECTIVES (SOO) that informs the development of Section C.

[END OF SECTION C]

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 documents 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 instruction 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 POLICY

a) 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” 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.

b) USAID’s web page contains the electronic version of the Graphic Standards. Manual that is compulsory for all Contractors. Marking under this contract shall comply with the “USAID Graphic Standards Manual” available at https://www.usaid.gov/sites/default/files/documents/1869/USAID_GSM-02_04_2020.pdf.

c) The Contractor must follow the approved Branding Implementation and Marking Plan submitted on [insert date] and incorporated into this Contract as Section D - to be completed at time of award.

Positioning

(1) Program Name. The program name is “NextGen”. The objective is to focus on NextGen, not individual partners or awards. Documents need not reference the specific agreement, contract, or task order under which the work is funded.

http://www.usaid.gov/policy/ads/300/320.pdf https://www.usaid.gov/sites/default/files/documents/1869/USAID_GSM-02_04_2020.pdf

(2) USAID Logo. There is no NextGen logo. The logo to be used is the USAID logo using USAID logo's fonts, typefaces, colors, and sizes in ADS 320, the USAID Graphic Standards Manual and Partner Co-branding Guide.

(3) Primacy of USAID and Other U.S. Government Logos. Materials funded under NextGen will typically carry only the USAID, PEPFAR or PMI logos. Logos of contractors will not be used on NextGen-funded materials, except that the contractor’s name and contact information may be included on the inside or back covers of documents. For grantees and cooperative agreements, the contractor’s logo can be co-branded with the USAID logo.

(4) Mission Brands or Names. Since NextGen supports in-country programs, NextGen documents and materials will use the Mission brands or names (e.g., USAID | Nigeria) if a Mission requests it. In such cases, NextGen should be acknowledged to the maximum extent practicable.

(5) Individual Awards and Task Orders. There are no sub-brands for individual awards or task orders. Awards and task orders will be identified by starting with “NextGen” followed by the name of the award or task order – for example NextGen PSA Diagnostics.

(6) Contractors may not generate their own corporate publicity about a USAID-funded NextGen or make public the findings of USAID-funded studies or reports (e.g., at conferences and public meetings) without first obtaining permission from the COR/AOR or Activity Manager.

(7) Translations. USAID translated identities are located at Translated Brandmarks | Branding | US Agency for International Development

Categories of NextGen Types of Branding and Marking:

There are several categories of branding and marking:

(1) Exclusive USAID branding and marking for contracts. NextGen products, publications, and events are branded in accordance with ADS 320.3.2. “Exclusive Branding” means that NextGen is positioned as USAID’s, as showcased by NextGen Name. “Exclusive Marking” means contractors may only mark USAID-funded NextGen projects, activities, public communications, and commodities with the USAID Standard Graphic Identity and, where applicable, the host-country government or ministry symbol or another U.S. Government logo.

(2) Co-branding and marking for assistance awards. NextGen products, publications, and events positioned as being from NextGen are co-branded and co-marked in accordance with

2 CFR 700.16.

(3) Co-branding and marking for inter-agency agreements and agreements with other Donors. NextGen products, publications, and events positioned as being from NextGen are https://www.usaid.gov/branding/translated-brandmarks https://www.usaid.gov/branding/translated-brandmarks co-branded and co-marked in accordance with ADS 320.3.4.1. This includes PEPFAR and PMI co-branding and co-marking. USAID approval is not required for this type of co-branding and co-marking.

(4) PEPFAR co-branding and co-marking. This is used whenever materials or activities are supported by HIV funds. The PEPFAR logo and the USAID logo should be of equivalent size and prominence; in all cases, PEPFAR should be the lead brand. USAID approval is not required for PEPFAR co-branding. Consult any current USAID guidance on PEPFAR co-branding.

(5) U.S. President’s Malaria Initiative (PMI) co-branding and co-marking. This is used whenever materials or activities are supported by PMI funds. The PMI logo and the USAID log should be prominent on the product or material. USAID approval is not required for PMI co-branding. Consult any current USAID guidance on PMI co-branding.

Exceptions.

Branding or marking is not required for:

(1) agreements with public international organizations that meet the requirements in ADS 320.3.5.b; and

(2) agreements where the entity is ordering the commodities or materials on its own account and reimbursing USAID.

In such cases, USAID will seek to co-brand, co-mark or have an acknowledgement of NextGen’s involvement.

Branding Strategy - NextGen Communications and Publicity

B. Host Country Audience

(1) NextGen generally provides commodities and technical assistance as part of a Mission program or as part of a larger global health initiative. Therefore, the branding will generally feature the in-country activity and not focus on branding the commodity or technical assistance as part of NextGen.

(2) NextGen will be featured more prominently in cases where NextGen is offering its services to host country institutions as an option available for the procurement of health commodities and a source for excellent technical assistance in supply chain management.

Promotional Activities/Materials for Host-country Citizens:

(1) The opportunities for, and appropriateness of, widespread in-country publicity and external promotion of NextGen is somewhat limited because of the nature of the activities (e.g., behind-the-scenes technical assistance) and results (e.g., improved essential health commodity supply chains) as opposed to more visible activities (e.g.

building a school, establishing a clinic, providing food aid, or repairing a road). Host country awareness of the support of the American people through NextGen will be generated primarily through the following key opportunities:

(a) NextGen activities (e.g., acknowledgment at training workshops, commodity security meetings, and events);

(b) Success stories (disseminated through the USAID website(s), USAID listservs, and e-newsletters, etc.).

(c) Beneficiary testimonials.

(d) Site visits by USAID and U.S. or host country government officials.

(e) Professional photography of key visits by top U.S. or host country government officials, training workshops, etc.

(f) Conference presentations, posters, and exhibition booths.

(g) Launch or close-out events, when and where appropriate.

(h) Public awareness or participation in events organized by U.S. Embassies and

Missions.

(i) Announcements of research findings, or releases of new studies.

(j) Promotion of final or interim reports; and

(k) Communication of NextGen impact/overall results.

International Audiences:

(1) NextGen will be prominently featured to international audiences, including other donors, international organizations, manufacturers and suppliers of medicines, lab equipment and other commodities. It will stress the following:

(a) NextGen is not a project or a specific contractor but a decades-long successful and influential USAID global health supply chain program.

(b) NextGen is the leading program of the U.S. Government in the procurement of global health commodities and takes a leadership role in market dynamics, quality assurance and other aspects of global health commodity procurement; and

(c) USAID, through NextGen, is the U.S. Government’s technical leader on global health procurement and host country supply chain strengthening.

U.S. General Public Audiences:

NextGen will be part of USAID and PEPFAR and PMI messages to the general public in the United States. It will emphasize targets reached, commodities supplied, and savings.

D.3 MARKING PLAN

(1) Table 3 below outlines the most common types of materials and commodities that may be produced under NextGen. Any NextGen materials that are not listed below are subject to this Marking Plan.

(2) Marking is not required on items used as part of the administration of the contract, such as stationery products, equipment, and offices. The goal is to mark NextGen, projects, and commodities, not contractors.

(3) Exceptions. In addition to the exceptions in ADS 320 and 2 CFR 700.16, the following exceptions apply to the marking requirements in Table 2:

(a) “By” or “From” a Host-Country Government or Partner. USAID branding need not be used where the COR/AOR or Activity Manager determines that USAID branding would undercut host-country ownership of constitutions, laws, regulations, policies, studies, assessments etc., and is better positioned as being “by” or “from” from a host-country government or partner. NextGen is trying to build capacity of host country governments and their organizations (NextGen goal of capacity building) and branding would compromise ownership of materials.

(b) Appearance of neutrality. The presumptive exception to full branding can be used where the COR/AOR or Activity Manager determines that in the field when the objective or purpose of the product would be furthered by an appearance of neutrality; branding causes the data or findings to be viewed as not credible by target audiences; branding impairs the functionality of the product; branding would not be cost-beneficial or practical; branding of a particular product would violate a cultural or social norm, or would otherwise be considered inappropriate.

(c) Commodities. Marking of commodities is required only when the COR/AOR or Activity Manager requires it.

(d) Exact positioning of NextGen name or other USAID acknowledgment may vary if the product is subject to co-branding or no branding.

(e) Even when a document qualifies for “no branding,” USAID's contribution will, to the maximum extent practicable, be acknowledged in an appropriate way (e.g., USAID support may be acknowledged in the preface, foreword, or acknowledgment sections of a document).

Table 3: MARKING PLAN FOR NEXTGEN MATERIALS AND COMMODITIES

Category Type of Marking* Notes

Administrative

Stationery products (administrative business)

USAID standard graphic identity will not be used on stationery products intended for administrative use; the contractor should use its own letterhead. Examples include letters for hiring, purchase orders, office space rental, etc.

Pertains to letterhead, envelopes, mailing labels, fax cover sheets, name tags;

designs for these materials use “[contractor].,” and not the project name with the USAID identity.

Stationery products (NextGen related)

Stationery products that are used for NextGen purposes will use the USAID logo and NextGen.

Pertains to letters that accompany NextGen materials, workshop invitation letters, etc.

Business cards

The USAID logo will not be used on business cards. The contractor should use its own business cards but include the line “Contractor for USAID Rx NextGen” at the bottom of the business card.

Please refer all inquiries about the use of the USAID identity on business cards to the COR.

Office signs

USAID standard graphic identity will not be used to mark project offices. Signs may say e.g. “ [name] a contractor for the USAID Rx NextGen”

Please refer all inquiries about the use of the USAID identity on office signs to the COR.

Project deliverables (e.g., semi-annual reports, work plans, performance and monitoring plans, financial reports, etc.)

Follows guidelines for full USAID marking and branding.

Internal management reports (regular routine reporting)

USAID standard graphic identity will not be used.

Documents are for USAID internal use and NextGen management only.

Contractors Websites Follows guidelines for full USAID marking and branding.

Notecards Follows guidelines for full USAID marking and branding.

Pertains to thank you cards, announcement cards, etc.

Folders

Follows guidelines for full USAID marking branding.

Technical

Contractor Technical websites

The USAID standard graphic identity and NextGen name is at the top of the homepage and sub-pages as appropriate; design follows guidelines for full branding and marking.

Technical reports, studies, analyses, briefing papers, memoranda, training materials, manuals, policy recommendations, fliers, fact sheets, presentations, and conference posters

The USAID standard graphic identity and NextGen name printed on the cover of documents; design follows guidelines for full branding unless co-branding is appropriate or required by PEPFAR or PMI.

Software

The USAID standard graphic identity and NextGen name incorporated into the splash screen/menu and printed on the software packaging; design follows guidelines for full branding unless co-branding is appropriate or

CD-ROMs and videos

The USAID standard graphic identity and NextGen name printed on the CD label, splash screen/menu, and packaging; design follows guidelines for full branding unless co-branding is appropriate or

NextGen materials (communications that target beneficiaries with particular messages, e.g., “Keep your warehouse clean,” “Stack cartons at least 10 cm off the floor”)

The USAID standard graphic identity and NextGen name on the cover of documents; design follows guidelines for full branding unless co-branding is appropriate or required by PEPFAR or PMI.

If used, the preferred placement of NextGen brand is on the front cover or poster in the upper left-hand corner. *

Government policies, MOH strategies, plans, and guidelines (regional, national, and subnational levels), or other materials positioned as being from the host-country government, such as presentations, reports, publications, etc.

Materials produced in-country are exempt from marking under presumptive exception to full branding ADS 320.3.2.5.c, when branding would undercut host-country government “ownership” of constitutions, laws, regulations, policies, studies, assessments, reports, publications, surveys or audits, PSAs, or other communications better positioned as “by” or “from” a cooperating country ministry, organization, or government official.

It may still be possible to acknowledge USAID assistance in the document.

Organizations' policies, strategies, plans, and guidelines or other materials positioned as being from the host-country partner, such as presentations, reports, publications, etc.

Materials produced in-country are exempt from marking under presumptive exception to full branding ADS 320.3.2.5.c, when branding would undercut host-country “ownership” of policies, studies, assessments, reports, publications, surveys or audits, PSAs, or other communications better positioned as “by” or “from” a host-country partner organization.

It may still be possible to acknowledge USAID assistance in the document.**

Promotional

Event signs, banners, and exhibition booths

The USAID standard graphic identity and NextGen name printed on the materials; design follows guidelines for full branding unless required by PEPFAR and PMI.

Project promotional materials (e.g., success stories, beneficiary testimonials, announcement of research findings or project results)

The USAID standard graphic identity and NextGen name printed on the materials; design follows guidelines for full branding unless required by PEPFAR and PMI.

Materials for site visits

The USAID standard graphic identity and NextGen name printed on the materials; design follows guidelines for full branding unless

Commodities

Cartons and outer packaging

Where the COR/AOR or activity manager determines that cartons or outer packaging is to be marked, the USAID logo will be affixed in a manner that ensures the logo will remain legible until the commodity reaches the consignee. The logo will, where feasible, be large enough to be clearly visible at a reasonable distance. Samples can be found at:

http://www.usaid.gov/branding/

Missions can also identify whether host country government or other organization graphic identity will be used to mark commodities.

Please refer all inquiries about the use of the USAID and/or project identity on commodities, cartons, and packaging to the COR/AOR.

[END OF SECTION D]

http://www.usaid.gov/branding/

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 references (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 the following address (https://www.acquisition.gov/browse/index/far) for electronic access to the full text of a FAR clause.

FEDERAL ACQUISITION REGULATION (48 CFR Chapter 1)

Table 4: Contract Clauses

NUMBER TITLE DATE

52.204-14 SERVICE CONTRACT REPORTING REQUIREMENTS OCT 2016

52.246-3 INSPECTION OF SUPPLIES-COST-REIMBURSEMENT MAY 2001

52.246-5 INSPECTION OF SERVICES-COST REIMBURSEMENT APR 1984

52.246-16 RESPONSIBILITY FOR SUPPLIES APR 1984

E.2 INSPECTION AND ACCEPTANCE

USAID inspection and acceptance of services, reports and other required deliverables and outputs will be subject to the performance standards set forth in Sections C, H, and F. Inspection and acceptance will take place at:

(1) Worldwide: Place of Performance (i.e. source and destination), in accordance with the

Contracting Officer Representative’s (COR) discretion, or

(2) At any other location where the services are performed and reports and deliverables or outputs are produced or submitted. This includes the contractor’s and subcontractors’ location(s) of operations, vehicles in transport, and other locations at the COR discretion, in accordance with FAR 46.4.

The Contracting Officer, unless delegated to the COR, has the authority to inspect and accept all services, reports and required deliverables or outputs.

E.3 QUALITY ASSURANCE SURVEILLANCE PLAN (QASP)

The progress, success, and impact of the contractor’s performance under this contract will be monitored and evaluated as a part of the overall activity results. The QASP is a management https://www.acquisition.gov/browse/index/far process with the intent of encouraging maximum performance, efficiencies, and cost effectiveness by the contractor and can be modified at any time by the Government.

The QASP will be used as a government monitoring process to enforce the inspection and acceptance clauses of the contract. The QASP may require modification and/or updates after selection for award to reflect the contractor’s known strengths and weaknesses. The QASP is a “living” monitoring process that should be discussed, reviewed, and updated regularly but no less than on an annual basis. It is based on the premise that the contractor, not the Government, is responsible for managing and ensuring that quality controls meet the terms of the contract.

The Government reserves the right to modify performance standards and/or metrics during the life of this contract, in accordance with Section G, in order to ensure that the right outcomes are being assessed and that the performance standards are appropriate. It is the Contractor’s responsibility to follow up with the COR to ensure the QASP monitoring process is implemented and updated.

The progress, success, and impact of the contractor’s performance under this contract will be monitored and evaluated as a part of the overall activity results.

A variety of mechanisms included but not limited to the following may be utilized by the contractor and COR to monitor the progress/success of the activity and the contractor’s performance:

1. Weekly contract mobilization meetings including minutes (minutes may address issues, actionable items, steps for address and solve any issues/actions as well as POCs for each issue/action item) during the first three months of contract implementation;

2. Monthly progress review meetings, including similar protocols as above, with the implementation teams;

3. Review and proposed feedback and/or edits, if any, to the contractor’s scheduled reports (see Section F);

4. Feedback in the form of action memos, emails or other forms of communication agreed upon by the parties from collaborating partners utilized to inform and improve program performance;

5. Site visits as needed or directed by USAID personnel organized by the contractor;

6. Quarterly reviews of work plan with performance milestones and proposed feedback and/or edits, if any, to the contractor’s work plan and performance milestones incorporated/addressed;

7. Periodic impact evaluations as required by the contract and/or determined as necessary by the COR during contract administration; and

8. Review of milestone achievement reports and proposed feedback and/or edits, if any, to the contractor’s work plan and performance milestones incorporated/addressed.

E.4 RESPONSIBLE OFFICIAL

In accordance with the clauses of this contract entitled “Inspection of Services – Cost Reimbursement” (FAR 52.246-5), inspection of results or other deliverables required by the contract will be made by the cognizant COR. Acceptance of goods/services and reports or other deliverables by the cognizant COR must form the basis for payments to the contractor and will form the basis of the contractor’s permanent performance record with regard to this contract.

[END OF SECTION E]

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 “52.232-2 CLAUSES INCORPORATED BY REFERENCE” in Section I of this contract. See the following address (https://www.acquisition.gov/far/) for electronic access to the full text of a FAR clause.

Table 5: Contract Clauses

NUMBER TITLE DATE

52.211-8 TIME OF DELIVERY JUL 1997

Alternate I APR 1984

52-242-15 STOP-WORK ORDER AUG 1989

52.242-15 STOP-WORK ORDER ALTERNATE I APRIL 1984

52.242-17 GOVERNMENT DELAY OF WORK APR 1984

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

52.247-48 F.O.B. DESTINATION – EVIDENCE OF SHIPMENT FEB 1999

52.247-55 F.O.B. POINT FOR DELIVERY OF GOVERNMENT

FURNISHED PROPERTY

JUNE 2003

F.2 PLACE OF PERFORMANCE

The place of performance is Worldwide. See the PWS for additional information.

F.3 PERIOD OF PERFORMANCE

The entire contract period is planned for ten (10) years and estimated as follows:

Base Period: October 1, 2023 - September 30, 2028 Duration: 5 Years

Option Period 1: October 1, 2028 - September 30, 2031 Duration: 3 Years

Option Period 2: October 1, 2031 - September 30, 2033 Duration: 2 Years https://www.acquisition.gov/far/

[Note to Offerors: The language below will be added to the award if it is based on the Modified Foreign Assistance waiver. If the apparently successful offeror does not require a waiver, this additional language will be deleted from the award document.]

The exercise of options is conditional on:

(a) The Contractor’s submission of the representation at FAR 52.204-24 or 52.204-26 no later than March 31, 2028, indicating that the Contractor does not use covered equipment and services; or

(b) If a renewed or alternative waiver is in place, in which case the period of the option could extend for the period of time authorized in the new waiver. (See H.47 FAR Part 4.21 Prohibition on Contracting for Certain Covered Telecommunications And Video Surveillance Services or Equipment (Section 889) (December 2021).

F.4 AUTHORIZED WORK / WEEK

The Contractor is authorized up to a five-day work week for long-term personnel and must be in accordance with the contractor’s established policies. A six-day work week is authorized for consultants and short-term personnel who are assigned to the contract for less than 120 days at a time. The contractor will be required to seek CO written approval before authorizing work in excess of 5 days per week, including overtime.

F.5 KEY PERSONNEL

The following key personnel are required for the performance of this contract:

Position Title Project Director

[Other positions to be completed at award]

The Personnel specified above are considered to be essential to the work being performed hereunder. Prior to replacing any of the specified individuals, the contractor must notify both the Contracting Officer and the Contracting Officer Representative (COR) at least thirty (30) days in advance and submit written justification (including proposed substitutions) in sufficient detail to permit evaluation of the impact on the activity. No replacement will be made by the contractor without the written consent of the Contracting Officer.

F.6 PERFORMANCE STANDARDS

Evaluation of the Contractor’s overall performance toward achievement of the objectives in Section C and the deliverables described in Section F will be conducted jointly by the COR and the CO and shall form the basis of the Contractor’s permanent performance record in the Past Performance Information Retrieval System (PPIRS) with regard to this contract. Evaluation of the Contractor’s overall performance will be in accordance with FAR 42.15 and corresponding

USAID procedures.

The Contractor’s performance will be evaluated annually and at contract completion in the Contractor Performance Assessment Reporting System (CPARS), utilizing the following factors:

● Quality

● Schedule

● Cost Control

● Management

● Small Business Utilization (if applicable)

● Regulatory Compliance

F.7 REPORTS AND DELIVERABLES

(1) In addition to the requirements set forth in Sections I and J and in AIDAR clause 752.242-70, Periodic Progress Reports, the Contractor will electronically submit required reports, deliverables or outputs to the COR specified in Section G with copy to the CO, as further described below.

(2) All reports and other deliverables must be in the English language, unless otherwise specified by the COR unless noted otherwise below, narrative reports must be submitted in Microsoft Word or PDF and Budgets in Excel sheet. The Contractor must promptly notify the CO and COR of any problems, delays, or adverse conditions which materially impairs the Contractor’s ability to meet the reporting requirements of the contract. For the purposes of this section, all days are to be considered calendar days. In the event the due date is on a U.S. federal holiday, the due date will be the next working day.

(3) During the period of transition, some of the deliverables specified in this contract are dependent upon or associated with one or more other NextGen awards. These deliverables will only be in effect after the relevant award is made. Further details are outlined in Section F.8 Mobilization and Transition Plan.

(4) The government will receive rights to data, as defined in FAR 52.227-14 and AIDAR 752.227-14. In addition to periodic reporting and other deliverables, the Contractor will provide the government access to data, as directed by the government. Contractor will provide additional information and assistance to the government to understand the data, including data field descriptors. Contractor will not use, release to others, reproduce, distribute, or publish any non-public data except as required for performance of the contract, or as approved in writing by the Contracting Officer. The contractor must deliver the following reports and deliverables:

Table 6: Reports and Deliverables

# Report Title Draft Due Date Final Due Date Delivery Method Reference

DELIVERABLES AT CONTRACT COMMENCEMENT (with updates throughout life of contract as needed)

1 Mobilization and Transition Plan

Within 30 calendar days after contract award

Final Transition Plan due 14 days after receipt of comments from the COR. Must include transition deliverables.

Electronically to COR and CO

F.8

2 Data Sharing & Use Agreement

Within 60 days after contract award and updated as needed

14 days after receipt of comments from the COR

COR F.9

3 Branding Implementation and Marking Plan

Within 90 calendar days after contract award and updated as needed

10 days after receipt of comments from the COR

Electronically to COR and O

F.10

4 Monitoring, Evaluation and Learning (MEL) Plan

Within 90 days of contract award and updates as required over the life of the contract

10 days after…