J.2 Task Order 1 - Additional Information by RFP Section.pdf

Task Order 1

Attachment J.2 Task Order 1 - Additional Information by RFP Section

SECTION B - SUPPLIES OR SERVICE AND PRICES/COSTS

B.1. PURPOSE

Task Order 1 will provide procurement as a service (PaaS), including, as required, transactional procurement, from sourcing to delivery, for health commodities destined for countries included in the U.S. President's Malaria Initiative (PMI), USAID’s malaria programs as well as the Global Health Security (GHS) program (hereafter referred to as supported countries) within the Next Generation Global Health Supply Chain Suite of Programs (NextGen). Task Order 1 will also, as required, provide transactional procurement for other health elements within USAID’s Bureau for Global Health (GH).

B.2 CONTRACT TYPE AND SERVICE

This is a performance based Cost Plus Award Fee (CPAF) contract for the period specified in Section F. For consideration as set forth below, the Contractor will provide the performance objectives or outputs described in Section C and F, in accordance with performance standards specified in Section E of the TO and IDIQ.

B.3 ESTIMATED COST, FEE AND OBLIGATED AMOUNT

[To be completed at time of award]

(a) Total Estimated Cost of Contract Line Item Number 0001 (CLIN 0001)

(a)(1) The total estimated cost for the performance of work required hereunder, exclusive of fee (if any), is $TBD.

(a)(2) The maximum award fee is $TBD.

(a)(3) The base fee is $TBD.

(a)(4) The estimated cost plus all possible fees, if any, is $TBD.

(b) Total Estimated Cost of Contract Line Item Number 1001 (CLIN 1001)

(b)(1) The total estimated cost for the performance of work required hereunder, exclusive of fee (if any), is $TBD.

(b)(2) The maximum award fee is $TBD.

(b)(3) The base fee is $TBD.

(b)(4) The estimated cost plus all possible fees, if any, is $TBD.

(c) Total Estimated Cost of Contract Line Item Number 2001 (CLIN 2001)

(c)(1) The total estimated cost for the performance of work required hereunder, exclusive of fee (if any), is $TBD.

(c)(2) The maximum award fee is $TBD.

(c)(3) The base fee is $TBD.

(c)(4) The estimated cost plus all possible fees, if any, is $TBD.

(d) Obligated Amount

The amount currently obligated and available for reimbursement of allowed costs incurred by the Contractor for performance herunder is $TBD. The Contractor must not exceed the aforesaid amount and may not bill for advance payment of fee.

B.4 BUDGET

[To be completed at time of award]

Base Period (Years 1-5):

Contract Line Item Description Total

0001 Malaria, Infectious Disease Outbreaks

0001AA Non-Commodities Costs $TBD

0001AB Commodities $1,395,703,000

0001AC Base Fee $TBD

0001AD Award Fee $TBD

Total Fee (CLINs 0001AC-0001AD) $TBD

Total Cost (CLINs 0001) $TBD

Option Period 1 (Years 6-8):

Contract Line Item Description Total

1001 Malaria, Infectious Disease Outbreaks

1001AA Non-Commodities Costs $TBD

1001AB Commodities $910,310,000

1001AC Base Fee $TBD

1001AD Award Fee $TBD

Total Fee (CLINs 1001AC-1001AD) $TBD

Total Cost (CLINs 1001) $TBD

Option Period 2 (Years 9-10):

Contract Line Item Description Total

2001 Malaria, Infectious Disease Outbreaks

2001AA Non-Commodities Costs $TBD

2001AB Commodities $639,068,000

2001AC Base Fee $TBD

2001AD Award Fee $TBD

Total Fee (CLINs 2001AC-2001AD) $TBD

Total Cost (CLIN 2001) $TBD

Commodities are defined as the cost of commodities, insurance for goods in transit, and global logistics for delivery of commodities. They are not inclusive of Global Stock Centers (GSCs) (also referred to as Regional Distribution Centers, or RDCs)/warehouse cost.

B.5 INDIRECT COSTS

[To be completed at time of award]

1. For the Prime Contractor:

The contract clause entitled “Allowable Cost and Payment (AUG 2018)”, FAR Subpart 52.216-7, specifies that the indirect cost rates shall be established for each of the Contractor’s accounting periods which apply to this contract. 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:

Description Rate Base Type Period

[TBD] [TBD] 1/ 1/ 1/

[TBD] [TBD] 2/ 2/ 2/

[TBD] [TBD] 3/ 3/ 3/

1/ Base of Application: [TBD] Type of Rate: [TBD] Period: [TBD]

2/ Base of Application: [TBD] Type of Rate: [TBD] Period: [TBD]

3/ Base of Application: [TBD] Type of Rate: [TBD] Period: [TBD]

Note: The Contractor is allowed to recover allowable and applicable indirect costs (i.e., overhead, G&A, etc.) consistent with FAR Part 31 and its approved Negotiated Indirect Cost Rate Agreement

(NICRA).

B.6 COST REIMBURSABLE

The U.S. dollar costs allowable will be limited to reasonable, allocable and necessary costs determined in accordance with FAR 52.216-7, Allowable Cost and Payment (AUG 2018), FAR 52.216-8, Fixed Fee (June 2011), and AIDAR 752.7003 (NOV 1998), Documentation for Payment.

B.7 MULTI-YEAR CONTRACT

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

17.103. Therefore, this contract is subject to the requirements of FAR 17.106.

a. Performance under this contract during the second and subsequent years is contingent upon the appropriation of funds. All program years except the first are subject to cancellation. Cancellation shall occur by the dates specified below if the Contracting Officer:

1. notifies the Contractor that funds are not available for contract performance for any subsequent program year or

2. fails to notify the Contractor that funds are available for performance of the succeeding program year.

[END OF SECTION B]

SECTION C - PERFORMANCE WORK STATEMENT (PWS)

[USAID will insert the Contractor’s Performance Work Statement (PWS) into Section C of the Task Order at the time of award. See Attachment J.2 Statement of Objectives (SOO) for Task Order

1 for the Statement of Objectives (SOO) that informs the development of this section.]

[END OF SECTION C]

SECTION D - PACKAGING AND MARKING

Please reference Section D of the IDIQ contract. Complementary information/sections specific to this task order are included below.

Attachment J.1 [to be inserted at time of award] of the TO includes the approved Branding Implementation Plan (BIP) and Marking Plan (MP).

[END OF SECTION D]

SECTION E- INSPECTION AND ACCEPTANCE

Please reference Section E of the IDIQ contract. Complementary information/sections are included below specific to this task order.

E.3 TASK ORDER QUALITY ASSURANCE SURVEILLANCE PLAN (QASP)

The QASP is a management 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 Task Order QASP proposed by the contractor will be revised in collaboration with USAID post-award. 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 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 TOCOR to ensure the QASP monitoring process is implemented and updated.

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

a. DIRECT OBSERVATION. (Can be performed periodically or through 100% surveillance, e.g. site visits to Global Stock Centers)

b. MANAGEMENT INFORMATION SYSTEMS (MIS). (Evaluates outputs through the use of management information reports including reporting from the NextGen Control Tower (see Section C.10 of the IDIQ). Best used for general surveillance and may need to be supplemented by periodic inspections.)

c. PERIODIC INSPECTION. (Uses a comprehensive evaluation of selected outputs.

Inspections may be scheduled [Daily, Weekly, Monthly, Quarterly, or annually] or unscheduled, as required.)

d. USER SURVEY. (Combines elements of validated user complaints and random sampling.

Random survey is conducted to solicit user satisfaction. Appropriate for high quantity activities that have historically been satisfactory. May also generate periodic and 100% inspections.)

e. VALIDATED USER/CUSTOMER COMPLAINTS. (Relies on the user of the service to identify deficiencies. Complaints are then investigated and validated. Highly applicable to services provided in quantity and where quality is highly subjective.)

f. 100% INSPECTION. (Evaluates all outputs. Most applicable to small quantity, but highly important services. May be used where there are written deliverables and stringent requirements such as tasks required by law, safety, or security.)

g. PERIODIC SAMPLING. (Variation of random sampling. However, sample is only taken when a deficiency is suspected. Good follow-up to MIS analysis. Sample results are applicable only for the specific work inspected. Since sample is not entirely random, it cannot be applied to total activity performance.)

h. RANDOM SAMPLING. (Designed to evaluate the outputs of the award requirement by randomly selecting and inspecting a statistically significant sample. Highly recommended for large quantity repetitive activities with objective and measurable quality attributes.)

i. Monthly progress or status meetings including minutes (minutes may address issues, actionable items, steps to address and solve any issues/actions as well as POCs for each issue/action item)

j. Analysis of contractor's progress reports. (Evaluate cost, schedule, etc.) (see Section F of the IDIQ and TO)

k. Performance reporting. (Evaluate metrics included in the MEL Plan for a specific time period. Calculate metrics or use metrics found in MIS and NextGen Control Tower.)

[END OF SECTION E]

SECTION F - DELIVERIES OR PERFORMANCE

Please reference Section F of the IDIQ contract. Complementary information/sections specific to this task order are included below.

F.2 PERIOD OF PERFORMANCE

The base period of performance for this task order will be from [date of award] to [five years from date of award], although no later than September 30, 2028. There will be two option periods that can be exercised under this task order:

● the first period of up to three years from [insert date] to [insert date], and

● the second period of up to two years from [insert date] to [insert date].

[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:

● 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

● 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.27 FAR Part 4.21 Prohibition on Contracting for Certain Covered Telecommunications And Video Surveillance Services or Equipment (Section 889) in the IDIQ.

F.3 PLACE OF PERFORMANCE

USAID envisions that the principal work associated with achieving the objectives of this Task Order will be done at contractor facilities, with the exception of meetings with USAID which will happen in the Washington, DC area (contingent on COVID-19 restrictions). Key personnel must be accessible during business hours in the Washington, DC area. Commodities will be delivered worldwide. Occasional travel to global forums, commodity suppliers and to countries where commodities will be delivered is also envisioned; the contractor will not be required to have offices or staff in these countries.

Meeting frequency is anticipated to be at least weekly, with monthly in-person meetings. During transition, start up, or periods of high-volume work, meeting frequency, including in-person meetings, will be higher. Other progress/status meetings and ad hoc meetings convened by USAID in the Washington, DC area will be determined post award.

F.5 KEY PERSONNEL

The nature of this contract requires key personnel with demonstrated senior leadership and project management experience, as well as demonstrated technical expertise in procurement, supply chain management, data management, global collaboration, and individual and organizational capacity development and transfer.

The key personnel required for the performance of this Task Order are as follows:

INSERT AT TIME OF AWARD [Key Personnel positions’ titles, descriptions and qualifications]

The Personnel specified above are considered to be essential to the work being performed hereunder. The contractor will identify key personnel by name and position. Prior to replacing any of the specified individuals, the contractor must notify both the Task Order Contracting Officer (TOCO) and the Task Order Contracting Officer Representative (TOCOR) 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 Task Order Contracting Officer.

F.6 REPORTS AND DELIVERABLES

Task Order Deliverables

Report/Deliverable Draft Due Date

Final Due Date

Submission Requirements Content

Initial TO Work Plan Within 90 days after contract award

14 days after receipt of comments from

TOCOR

TOCOR and

TOCO

Per F.6.1 (a)

Subsequent Annual TO Work Plans

Within 30 days before the beginning of the fiscal year

14 days after receipt of comments from

TOCOR

TOCOR and

TOCO

Per F.6.1 (b)

Trip Reports N/A Within one month of completion of each trip

TOCOR Per F.6.2

Success Stories Submitted with quarterly performance report or on an adhoc basis

14 days after receipt of comments from the

TOCOR

TOCOR Per F.6.3

Detailed Country Monthly Financial Reports

N/A Within 30 days after the end of each month

TOCOR and

TOCO

Per F.6.4

Data Sharing & Use Agreement

Within 60 days after contract mobilization, or after CT contract award, whichever is later, and updated as needed.

14 days after receipt of comments from the

TOCOR

TOCOR Per F.6.5

Task Order Branding Strategy, Implementation Plan, and Marking Plan

Within 90 days after contract award and updated as needed

14 days after receipt of comments from the

TOCOR

TOCOR and

TOCO

Per F.6.6

Monthly Inventory Planning Report1

N/A Specified by

TOCOR

TOCOR Per F.6.7

Quarterly Global Stock Centers (GSC) Inventory Report2

N/A Specified by

TOCOR

TOCOR Per F.6.8

Pre-closeout transition deliverables

As specified by the TOCOR but no less than 180 days prior to the completion of the contract

TBD by TOCOR and/or TOCO

TOCOR and

TOCO

Per F.6.9

Ad hoc instructional products, reports, and tools.

As specified by the

TOCOR

14 days after receipt of comments from the

TOCOR

TOCOR Per F.6.10

Dashboard/report on orders status and exceptions reports.

N/A Weekly, with the day of the week agreed to with the

TOCOR

TOCOR Per F.6.11

2 See above note on Inventory Reports.

1 Inventory Reports are required for all USG-owned products currently in storage and procured by the contractor. The storage manner (i.e. a GSC or VMI method) may vary.

Procurement as a Service (PaaS) Strategies

a) PaaS for Malaria

b) PaaS for Infectious Disease Outbreaks

Within 90 days after contract award and updated semi-annua lly over the life of the contract

14 days after receipt of comments from the

TOCOR

TOCOR Per F.6.12

Data Exchange Agreement and Terms of Use between Integrated PSA and Malaria Data Integration and Visualization for Eradication

(M-DIVE)

N/A Within 60 business days of effective date of award

TOCOR Per F.6.13

Contractor’s Self-Evaluation Report for the Award Fee Process

N/A Within 15 days of the end of the performance evaluation period

PEB Per F.6.14

Task Order Quality Assurance Surveillance Plan

(QASP)

Draft submitted by the Contractor as part of the solicitation

Final QASP submitted to the Contractor by the TOCOR 30 days post award

TOCOR Per F.6.15

Task Order Deliverables -

F.6.1 Annual Task Order Work Plans

(a) Initial Task Order Work Plan

For the Year 1 TO work plans, the Contractor must logically expand upon the outlined approach from the technical proposal. It must identify and sequence key milestones and deliverables. The Contractor must provide a budget for each activity. The initial Work Plan should also address the management and exchange of operational data principally with the NextGen Control Tower and, as required, other external platforms such as, but not limited to, PMI’s Malaria Data Integration and Visualization for Eradication (M-DIVE) platform. Subsequent updates should be detailed in Annual Task Order Work Plans. The Contractor must include a travel and training plan in the Initial Work

Plan. The TO work plan should focus on TO-specific activities and link to the IDIQ work plan. The Contractor must obtain TOCOR approval for the Initial Work Plan. The TOCOR will work with the Contractor to determine the time period to be covered under the first workplan to align with the U.S. Government fiscal year.

(b) Subsequent Annual Task Order Work Plans

For the second and following years, the Contractor must develop a detailed Task Order annual work plan that addresses the following points in a coherent and concise presentation that can be reviewed quickly by USAID management: (a) the performance objectives for the period; (b) the expected activities and deliverables; (c) how the annual activities contribute toward achieving contract objectives and results; (d) cost estimates for each major category, accompanied by a fleshed out “Annual Budget” as an annex; (e) linkages to targets and to quality assurance and monitoring from the contract MEL Plan; (f) a high-level summary of the previous year’s performance and how the project will address challenges and integrate best practices in the upcoming year; (g) critical assumptions or support needed from USAID; (h) a summary of greater systemic issues as perceived by the contractor; and (i) other activity partners to accomplish the work. These plans should be dynamic and updated as necessary to reflect changes in strategies and/or activities. The Contractor must ensure the plan addresses adjustments in program funding levels during the year (if different from planned funding levels set forth upon contract award) and progress made during the prior year. The Contractor must include a travel and training plan in the Annual Work Plan. The TO work plans should focus on TO-specific activities and link to the IDIQ work plan. The Contractor must obtain TOCOR approval for each subsequent Annual Work Plan.

Work plan activities must not alter the contract statement of work or terms and conditions in any way; such changes may only be approved by the Task Order Contracting Officer, in advance and in writing. Thereafter, if there are inconsistencies between the work plan and the contract statement of work or other terms and conditions of this contract, the contract will take precedence over the work plan.

F.6.2 Trip Reports

The Contractor must submit trip reports and copies of deliverables within one month of completion of each trip. Trip reports must be concise, stating the purpose of the trip, key issues addressed, outcomes, recommendations, and next steps. The Contractor must organize the trip report by key issues and not as a chronological account of each meeting, and include key contact information as an attachment, along with any pertinent other information, depending on context (photographs, schedules, presentations, etc.). The Contractor must separate sensitive information from the main body of the report and mark it appropriately. The Contractor must obtain TOCOR approval for the report format prior to submission of the first report.

F.6.3 Success Stories

The Contractor must provide Success Stories using the format of the USAID Graphic Standards Manual found at https://www.usaid.gov/branding/gsm. The focus of these is to highlight the excellent work that the development effort has achieved or new innovations and should include any https://www.usaid.gov/branding/gsm pertinent other information, for example, photographs. The Contractor must submit Success Stories with the Quarterly Performance Report and on an ad hoc basis as they arise, with a minimum submission of two Success Stories per year. Cross-TO stories can also be submitted. The Contractor must also respond to requests for Success Stories in association with calls for information for PMI’s Annual Report.

F.6.4 Detailed Monthly Country Financial Reports

The Contractor must submit detailed task order level financial reports for each Country; Funding Type--Core, Gifted Funds/other Donor funding; and for Headquarters to the TOCOR to be distinct from the Contractor’s invoices, and should include but are not limited to the following data points:

1. Total amount obligated

2. Total amount invoiced

3. Total amount expended but not yet invoiced

4. Remaining unexpended funds

5. Total amount budgeted

6. Monthly expenditure rate and months of funding remaining.

These individual reports—i) Country; ii) by Funding Type--Core, Gifted Funds/other Donor funding; and by iii) Headquarters should be further disaggregated by Fiscal Year and by:

● Funding element

● Commodity categories (e.g. ACTs, insecticide treated nets, RDTs, severe malaria, personal protective equipment, laboratory supplies, other pharma etc.)

● Supply chain technical subcategories (e.g. Warehousing, inbound freight, procurement, etc.); USAID will provide the categories.

● General Ledger Accounts/Cost categories (e.g. Salaries, Overhead, Equipment etc...)

The format of all reports will be determined in consultation with the TOCOR. The contractor is expected to maintain an online access to these financial data and reports. The contractor must provide summaries comparing actual expenditures to those planned for the period, explaining underruns or overruns. Financial categories for Task Order 1 must align with those used in the PMI Malaria Operational Plans (MOPs) to allow comparison of budgeted and expended amounts. Please note that if funding is provided by other funding sources (e.g. Office of HIV and AIDS), USAID will communicate any additional financial reporting requirements. The finance data must also be prepared in a machine-readable format and sent to the NextGen Control Tower and/or other stipulated data platforms.

F.6.5 Data Sharing & Use Agreement

In compliance with Section H.11 of the IDIQ, the contractor must submit to the COR USAID for approval a draft Data Sharing & Use agreement between the contractor and the NextGen Control Tower contractor. The contractor must submit the agreement no later than 60 business days after the Contracting Officer notifies the contractor that both this contract and the Control Tower contract have been awarded and performance of each contract is initiated. The agreement will be reviewed in consultation with the Office of the Chief Information Officer.

The Data Sharing & Use agreement must, at a minimum, address the following components for the task order:

● Data elements the contractor will supply to the NextGen Control Tower;

● Data elements the contractor will receive from the NextGen Control Tower;

● Technical mechanism to be used for data exchange with the NextGen Control Tower;

● Applicable data standards such as GS1;

● Data sharing/interchange frequency;

● Data quality assurance;

● Data exchange security requirements, such as authentication and encryption;

● Protection of confidential commercial or proprietary information, such as commodity cost and pricing data;

● Data exchange exception handling; and

● NextGen Control Tower help desk support.

USAID will not accept the Data Sharing & Use agreement unless it includes these components and reasonably demonstrates that the contractor will comply with the data standards (quality, timeliness, and security) provided in Section H.11 of the IDIQ - Sharing of Operational Data with the NextGen Control Tower. However, approval of the Data Sharing & Use Agreement does not waive the Government’s right to enforce the requirements of that clause.

F.6.6 Task Order Branding Strategy, Implementation Plan, And Marking Plan

The Contractor must develop a Branding Implementation and Marking Plan for this Task Order post award based on the IDIQ Branding Implementation and Marking Plan submitted pre-award. The Contractor’s Task Order Branding Implementation and Marking Plans, will be approved by USAID post-award in accordance with Section D of the IDIQ and per the schedule in Section F.6, along with any subsequent revisions, as directed by the TOCOR. In accordance with Section D and the IDIQ Branding Strategy, Implementation Plan and Marking Plan, the Contractor must specify in this document how it will meet all requirements detailed in ADS 320. It will then be attached to the Task Order.

F.6.7 Monthly Inventory Planning Report

The Contractor is required to submit monthly inventory reports for each product that reflects actual product inventory levels, projected product inventory levels through the next 12 months, and inventory levels in each of these months after all planned orders have been met. The report must include an analysis of the global forecast for the products, current orders, and impact on inventory, along with other relevant updates. Inventory reports are required for all products procured by the contractor and currently in storage, including Global Stock Centers or alternative storage options (i.e. vendor-managed inventory). The report timing will be determined with the TOCOR.

F.6.8 Global Stock Center (GSC) Inventory Report

The Contractor is required to submit a quarterly GSC inventory report capturing the quantity and value for each product in the warehouse(s) at the end of the quarter along with a table of shipments in transit. Inventory reports are required for all products procured by the contractor and currently in storage, including Global Stock Centers or alternative storage options (i.e. vendor-managed inventory). . This report is due within one week of completion of the previous quarter (this is based on fiscal year quarters).

F.6.9 Pre-Closeout Transition Deliverables

USAID requires the Contractor to coordinate closely with any future implementing partner(s) of the global health supply chain project(s) to ensure a smooth transition and seamless continuation of key activities and interventions. The Contractor must submit to USAID the following:

i. High Level Transition Plan

ii. Contracts for Health Commodities

iii. Contracts for the warehousing of commodities

iv. Contracts for the transport of commodities

v. Commodity Stockpile Transition Plan.

These will be described in more detail by the TOCOR no less than 9 months prior to the completion of the contract, and the pre-closeout deliverables will be due no less than 180 days before completion of the contract.

F.6.10 Ad Hoc Instructional Products, Reports and Tools

The contractor is required to submit copies of all contract instructional products, reports, and tools to the TOCOR and any ad hoc reports requested by the TOCOR. Additionally, the Contractor may be asked to submit regular reports regarding the implementation of the project, including tasks that have been completed, tasks still underway and any problems in the given time-period.

F.6.11 Dashboard/Report on Order Status and Exceptions Reports

Each week the contractor must provide a system-generated dashboard report summarizing order status for all active orders and recently delivered orders (delivered within the preceding two weeks), key results and exceptions indicating where orders are falling outside the agreed upon lead times.

The Contractor must obtain TOCOR approval for the dashboard report format prior to submission of the first report.

F.6.12 Procurement as a Service (PaaS) Strategies

a. Procurement as a Service (PaaS) Strategy for Malaria

The Contractor must submit a Procurement as a Service (PaaS) strategy, which must describe the approach the Contractor will undertake to reduce risks in malaria commodity procurement, increase the overall value from the supplier base, promote overall market health, and inform transactional procurement, while still focusing on better aligning demand and supply. The PaaS strategy must also describe the approach the Contractor will undertake to reduce risks in malaria commodity delivery, and ensure increased value from vendors. This strategy will be periodically reviewed and adjusted to reflect dynamics in supply and demand, shifts in the global market, and feedback from the TOCOR. The strategy must describe the management of the interconnected elements of the PaaS components. In addition, the Contractor should seek synergies between all PaaS strategies under the IDIQ. The Contractor must obtain TOCOR approval on both the initial submission and any changes made over the life of the contract.

b. Procurement as a Service (PaaS) Strategy for Infectious Disease Outbreaks

The Contractor must submit a Procurement as a Service (PaaS) strategy which must describe the approach the Contractor will undertake to mobilize, on short notice, to provide transactional procurement, within Task Order 1, to infectious disease outbreaks. This strategy is to detail approaches to rapid scale up of activities, rapid scale down, expedited procurement and delivery, and a plan for the mitigation of potential limitations (e.g., like the supply chain constraints experienced with the COVID-19 pandemic). The strategy needs to be balanced to allow the Contractor to have the ability to immediately ramp up surge capacity and staff within Task Order 1 to respond in the event of an infectious disease outbreak while also factoring in periods when there are no outbreak responses, where a lean staff structure is more appropriate. The strategy will describe how the contractor will maintain knowledge of or maintain existing relationships with manufacturers or suppliers of annually pre-identified products and other products that are typically needed for outbreak response, for both animal and human health outbreaks, so that expedited procurement could be planned for these products. In addition, the Contractor should seek synergies between all PaaS strategies under the IDIQ.

This strategy will be periodically reviewed and adjusted to reflect dynamics in supply and demand, shifts in the global market, and feedback from the TOCOR. The Contractor must obtain TOCOR approval on both the initial submission and any changes made over the life of the contract.

F.6.13 Data Exchange Agreement between Integrated PSA and PMI’s Malaria Data Integration and Visualization for Eradication (M-DIVE)

The Contractor must develop a data exchange agreement with PMI’s M-DIVE platform. The timeline and exact data points to be shared will be determined in consultation with the TOCOR.

F.6.14 Contractor’s Self-Evaluation Report for the Award Fee Process

At the end of each performance evaluation period, the Contractor must provide the Performance Evaluation Board (PEB) with a written self-evaluation that clearly documents achievements made for that evaluation period toward the specific performance criteria for each performance evaluation area. The PEB will consider the Contractor's self-evaluation for that period provided that it is received within 15 business days of the end of the evaluation period. Please see Section G.10 for more information.

F.6.15 Task Order Quality Assurance Surveillance Plan (QASP)

The draft Task Order QASP submitted by the Contractor as part of the solicitation will be used to prepare a final QASP for this Task Order. The TOCOR will submit the final Task Order QASP 30 days post award to the Contractor for comment. The QASP will be a living document and will be updated at least annually by USAID and shared with the Contractor for comment throughout the life of the project.

[END OF SECTION F]

SECTION G - CONTRACT ADMINISTRATION DATA

Please reference Section G of the IDIQ contract. Complementary information/sections are included below specific to this task order.

G.2 TASK ORDER CONTRACTING OFFICER (TOCO)

The Awarding Contracting Officer is:

Patricia Bradley Branch Chief, M/OAA/GH/ID Contracting/Agreement Officer U.S. Agency for International Development 500 D Street, SW USAID Annex (UA) Rm. 11.3.0C Washington, DC 20547 Email Address: pbradley@usaid.gov

The Administrative Contracting Officer is: [to be determined (TBD) at time of task order]

The Administrative CO will have cognizance of contract administration for that Task Order.

G.4 TASK ORDER CONTRACTING OFFICER'S REPRESENTATIVE (COR)

Task Order Contracting Officer’s Representative (TOCOR): [TBD at time of task order]

Alternate TOCOR: [TBD at time of task order]

G.5 CONTRACTOR’S PRIMARY POINT OF CONTACT

[TBD - To be inserted at time of award.]

G.8 ACCOUNTING AND APPROPRIATION DATA

[TBD - To be inserted at time of award.]

G.10 PAYMENT OF FEE

For this Task Order, payment of fee will be based on an award fee evaluation process as described below.

a) Payment of Base Fee

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 mailto:pbradley@usaid.gov amount payable as allowable cost - a percentage reflecting the ratio of total contract base fee to total contract estimated costs.

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) Payment of Award Fee

(1) In addition to any base fee, the Contractor may earn and be paid all or a portion of an award fee for work under the task order. The maximum award fee shall be made available to the Contractor in 10 increments coinciding with the ten evaluation periods expected under the contract as specified below:

[To be completed at time of award of the task order]

Period of Performance Percentage of Award Fee Available Period*

Base Period

1 10 TBD - TBD

2 10 TBD - TBD

3 10 TBD - TBD

4 10 TBD - TBD

5 10 TBD - TBD

Option 1

6 10 TBD - TBD

7 10 TBD - TBD

8 10 TBD - TBD

Option 2

9 10 TBD - TBD

10 10 TBD - TBD

Total Award Fee Available 100

* Period will be completed upon annual anniversary of contract’s award

(2) The determination of the award fee, if any, earned by the Contractor will be in accordance with the Award Fee Evaluation Plan in the task order. Payment of award fee will be made following the Award Fee period in the task order.

(3) Per FAR 16.401(e)(4), the rollover of any unearned award fee is prohibited (i.e. any remaining award fee not awarded to the contractor for the prior period of performance, will not be rolled over/transferred into any future periods of performance.)

(4) Payment of any award fee earned by the Contractor will not be subject to the withholding provisions of the clause of this contract entitled "Allowable Cost and Payment" (FAR 52.216-7) clause.

G.10.1 Award Fee Evaluation Plan

The Award Fee Evaluation Plan consists of the following elements to be communicated, prior to the start of each period, to the Contractor by the TOCOR or the Fee Determining Official (FDO):

(a) A Grading Table – showing the various possible grades and the performance point range (see Section G.10.5 below);

(b) Award Fee Earnings - The award fee percentage earned by the Contractor will be the same value as the Total Weighted Rating assigned by the PEB (see Section G.10.6 below). The Contractor will not be entitled to an award fee for a rating less than "Satisfactory" (see Section G.10.5 below);

(c) Performance Evaluation Report – a matrix providing the performance evaluation areas, and their respective importance (see Section G.10.6 below);

(d) Specific Performance Criteria – the specific performance criteria within each performance evaluation area (Section G.10.3) that are to be achieved during the evaluation period will be proposed to USAID by the Contractor for revision and/or approval by USAID at the beginning of each evaluation period. These criteria should be able to be evaluated through the Contractor's ongoing monitoring and evaluation system and should reflect accomplishments in the overall work of the project as opposed to accomplishments in a limited number of specific tasks. These criteria will include new targets by Result (per Section C of the TO) that will be revised annually to reflect the expectations of that year. USAID will provide these new targets to the Contractor during the beginning of each evaluation period for the Contractor to incorporate into their specific performance criteria draft for USAID to review and approve.

(e) The FDO may unilaterally change the matters in the Award Fee Evaluation Plan, provided that the Contractor receives notices of the changes at least 10 business days prior to the beginning of the evaluation period to which the changes will apply. In extraordinary circumstances outside of the contractor's and Agency's control, such as a pandemic, war, etc., the PEB and Contractor can propose changes to the specific performance criteria during the evaluation period. Under no circumstances can the award fee performance evaluation areas be revised mid-evaluation period.

The PEB and Contractor must mutually agree on such changes in writing, and the FDO must provide approval as well.

G.10.2 Award Fee Evaluation Procedures

(a) Performance Reports

The Cognizant Contracting Officer of the Task Order will act as the FDO and will designate technical and administrative personnel to observe, examine, review, and report on the performance of the Contractor under the contract. Reports covering said performance should be prepared by said personnel in form and manner prescribed by the FDO.

(b) Performance Evaluation Board (PEB)

At the beginning of the project, the FDO will appoint a Performance Evaluation Board (PEB). The TO Contracting Officer and the TOCOR will be members of the PEB. The CO may elect to be a voting member or non-voting member. The PEB will review Contractor performance with respect to achievement of criteria in the performance evaluation areas according to the grading table (see Section G.10.5 below). The PEB will then recommend to the FDO the evaluation grades and the amount of award fee to be paid for the period.

At the end of each performance evaluation period, the Contractor must provide the PEB with a written self-evaluation that clearly documents achievements made for that evaluation period toward the specific performance criteria for each performance evaluation area. The PEB will consider the Contractor's self-evaluation for that period provided that it is received within 15 business days of the end of the evaluation period. At the end of each performance period, the PEB will meet, review, and grade performance of work performed during the period. The PEB must prepare a preliminary report of grades assigned and award fee earned.

Before sending the PEB report to the FDO, the PEB must provide the Contractor with their preliminary report for comment. The Contractor may rebut the PEB findings and correct any inconsistencies or errors that the Contractor perceives the PEB to have made. The Contractor must provide a written "rebuttal" within five (5) business days. The PEB shall reconvene upon receipt of the Contractor's rebuttal, and after discussion, may revise the PEB report, if necessary.

The final PEB report will be sent to the FDO for approval. This process will take place during the 60-business-day award-fee determining period (begins at the end of each award fee period).

Since this process is time sensitive, the PEB preliminary report may be sent to the Contractor by email. If the Contractor fails to respond within the five (5) business days, the PEB may proceed without the Contractor's rebuttal.

(c) Establishment of Award Fee

Upon approval of the PEB report by the FDO, the amount of award fee will be incorporated into the task order by modification by the CO. Any award fee not earned during the award fee period is not "rolled-over" to the next award fee period.

The determination as to any amount of award fee to be granted to the Contractor will be made by the FDO within 60-business days of the end of each award fee period.

The award-fee determination is a unilateral decision made solely at the discretion of the Government. The decision of the FDO with respect to entitlement to award fee or the amount thereof, is final and is not subject to the "Disputes" (FAR 52.233-1) clause in this contract.

Nothing contained in this section shall be construed to alter, modify, revise, or waive any of the provisions in the clause of this contract entitled, "Inspection of Supplies and Correction of Defects" or of any other clause.

(d) Changes to the Award Fee Evaluation Plan:

Right to Make Unilateral Changes: Any matters covered in this Plan not otherwise requiring mutual agreement under the task order, except the designated FDO, may be changed unilaterally by the FDO prior to the beginning of an evaluation period by timely, written notice to the Contractor. The changes will be made without formal modification to the task order.

Method for Changing Plan Coverage. The below subsections describe the method for changing

Plan coverage:

1. Personnel involved in the administration of the award fee provisions of this task order are encouraged to recommend changes in Plan coverage with a view toward changing management emphasis, motivating higher performance levels, or improving the award fee determination process. Recommended changes should be sent to the PEB for consideration and drafting.

2. Prior to the end of each evaluation period, the PEB will submit changes applicable to the next evaluation period for FDO approval with appropriate comments and justification, or inform the FDO that the PEB does not recommend any changes for the next evaluation period.

3. Ten (10) business days before the beginning of each evaluation period, the FDO will notify the Contractor in writing of any changes that USAID will apply to the Plan during the next evaluation period; or, in the alternative, that USAID has not made any unilateral changes.

Yet, if USAID does not provide the Contractor with said notification—or, if USAID does not provide the notification within the above-referenced number of business days before the beginning of the next evaluation period—then the existing Plan coverage will continue in effect for the next evaluation period.

4. In extraordinary circumstances outside of the contractor's and Agency's control, such as a pandemic, war, etc., the PEB and Contractor can propose changes to the specific performance criteria during the evaluation period. Under no circumstances can the award fee performance evaluation areas be revised mid-evaluation period. The PEB and Contractor must mutually agree on such changes in writing, and the FDO must provide approval as well.

G.10.3 Performance Evaluation Areas

The following performance evaluation areas of service, agility and cost, will be used as the basis for the determination of award fee. Specific criteria will be provided in these areas with the Award Fee Evaluation Plan on an annual basis. The Government reserves the right to unilaterally change the area of performance as well as the criteria and weightings prior to the start of any evaluation period to address any changing priorities of the Government's program.

a. SERVICE: Progress is made toward achieving the objectives specified in the Performance Work Statement (PWS), and specific indicators agreed to in the Annual Work Plan.

b. AGILITY: Progress is made towards the effective and efficient management of resources to quickly adapt to massive shifts in demand, supply, reprioritization of products, or procurement services.

c. COST: Management of resources is effective and efficient and/or progress is made towards achieving best strategic price reduction on a selection of commodities targeted by USAID for price decrease.

G.10.4 Award Fee Determination

As of the date signified below, the corresponding dollar amount of award fee is authorized to be paid to the Contractor:

Award Fee Evaluation Period of

Performance

From To

Total Weighted

Award Fee

Adjectiva l Rating

Amount of Award Fee Available

Amount of Award Fee

Available ($)

Award Fee Earned

Base Period

1 TBD TBD TBD $TBD $TBD

2 TBD TBD TBD $TBD $TBD

3 TBD TBD TBD $TBD $TBD

4 TBD TBD TBD $TBD $TBD

5 TBD TBD TBD $TBD $TBD

Option 1

6 TBD TBD TBD $TBD $TBD

7 TBD TBD TBD $TBD $TBD

8 TBD TBD TBD $TBD $TBD

Option 2

9 TBD TBD TBD $TBD $TBD

10 TBD TBD TBD $TBD $TBD

TOTAL 100% $TBD $TBD

G.10.5 Award Fee Point Assignment Guide

MODEL GRADING TABLE

Award Fee Adjectival

Rating Description Award Fee Pool

Available to Be Earned

EXCELLENT Contractor has exceeded almost all of the specific performance criteria and has met overall cost, schedule, and technical performance requirements of the contract in the aggregate as defined and measured against each of the performance evaluation areas and their respective specific performance criteria in the award-fee plan for the award-fee evaluation period.

91%-100%

VERY GOOD Contractor has exceeded many of the specific performance criteria and has met overall cost, schedule, and technical performance requirements of the contract in the aggregate as defined and measured against each of the performance evaluation areas and their respective specific performance criteria in the award-fee plan for the award-fee evaluation period.

76%-90%

GOOD Contractor has exceeded some of the specific performance criteria and has met overall cost, schedule, and technical performance requirements of the contract in the aggregate as defined and measured against each of the performance evaluation areas and their respective specific performance criteria in the award-fee plan for the award-fee evaluation period.

51%-75%

SATISFACTORY

Contractor has met overall cost, schedule, and technical performance requirements of the contract in the aggregate as defined and measured against each of the performance evaluation areas and their respective specific performance criteria in the award-fee plan for the award-fee evaluation period.

No Greater Than 50%

UNSATISFACTORY

Contractor has failed to meet overall cost, schedule, and technical performance requirements of the contract in the aggregate as defined and measured against each of the performance evaluation areas and their respective specific performance criteria in the award-fee plan for the award-fee evaluation period.

0%

The percentage of Award Fee earned and applied to the award pool shall be equal to the point(s) earned as stated in Section G.10.4 (to be modified during contract implementation).

G.10.6 Task Order Contractor Performance Evaluation

CONTRACTOR PERFORMANCE EVALUATION REPORT

Category Performance

Evaluation Areas Assigned

Points Area

Weighting Evaluation

Rating

1 SERVICE ________ 35% ________

2 AGILITY ________ 35% ________

3 COST ________ 30% ________

TOTAL WEIGHTED RATING:_______________

RATED BY:____________________________

SIGNATURE:_________________________

[END OF SECTION G]

SECTION H - SPECIAL CONTRACT REQUIREMENTS

Please reference Section H of the IDIQ contract.

H.39 FAR PART 4.21 PROHIBITION ON CONTRACTING FOR CERTAIN COVERED

TELECOMMUNICATIONS AND VIDEO SURVEILLANCE SERVICES OR EQUIPMENT

(SECTION 889) (DECEMBER 2021)

(a) The award of this contract and its period of performance is based on the Section 889 Modified Foreign Assistance (FA) Waiver USAID received from the Director of National Intelligence (DNI), which expires on September 30, 2028. The period of performance of this contract is limited by the terms of the Modified FA Waiver, including the Modified FA Waiver duration as set forth in Section F.

The Contractor must submit the representation at FAR 52.204-24 Covered Telecommunications Equipment or Services-Representation no later than March 31, 2028. If there is a renewed or alternative waiver in place before that date, or if the Contractor represents that it does not use covered equipment and services, the CO will provide written notice of its intent to exercise the option.

(b) As soon as the Contractor is no longer using any covered equipment or services but no later than March 31, 2028, the Contractor must submit the representation at FAR 52.204-24 Covered Telecommunications Equipment or Services-Representation.

(End)

[END OF SECTION H]

SECTION I - CONTRACT CLAUSES

Please reference Section I of the IDIQ contract.

[END OF SECTION I]

SECTION J - ATTACHMENTS

Please reference Section J of the IDIQ contract. Complementary information/sections specific to this task order are included below.

J.1 Branding Strategy and Marking Plan (placeholder) J.2 Statement of Objectives (SOO) for Task Order

[END OF SECTION J]

ATTACHMENT J.1 Branding Strategy and Marking Plan for TO (placeholder)

ATTACHMENT J.2 STATEMENT OF OBJECTIVES (SOO) FOR TASK ORDER 1

J.2.1 PURPOSE

Task Order 1 will provide procurement as a service (PaaS), which includes, but is not limited to, transactional procurement, from sourcing to delivery, for health commodities destined for countries included in the U.S. President's Malaria Initiative (PMI), USAID’s malaria programs, as well as the Global Health Security (GHS) program (hereafter referred to as supported countries) within the Next Generation Global Health Supply Chain Suite of Programs…