TIF RFP Amendment No.2 5.18.2020.pdf

Amendment No. 2

Request for Proposals (RFP) No.: 72026820R00002

Issue Date of original RFP February 10, 2020

Issue Date for Amendment No. 1 February 28, 2020

Issue Date for Amendment No. 2 May 18, 2020

Questions Due Date: February 26, 2020 at 5:00 PM, Beirut local time, 10:00 AM Washington, D.C (EST)

Past Performance Due (Information Only): February 28, 2020 at 5:00 PM, Beirut local time, 10:00 AM Washington, D.C (EST)

Technical and Cost Proposals Submission

Due Date:

March 26, 2020 at 5:00 PM, Beirut local time, 10:00

AM Washington, D.C (EST)

SUBJECT: Amendment No. 2 to Request for Proposal (RFP) #72026820R00002

USAID/Lebanon Trade and Investment Facilitation (TIF) Activity

Dear Prospective Offeror:

The United States Government, represented by the U.S Agency for International Development (USAID), Mission in Lebanon (henceforth referred to as USAID/Lebanon or the Mission) seeks proposals to develop

Lebanon’s economy through support to the private sector to unlock local and export sales potential while also creating jobs and increasing incomes. The subject Request for Proposals (RFP) provides top-level objectives of the acquisition in a Statement of Objectives (SOO). The Performance Work Statement

(PWS) submitted by offerors in response to this solicitation must outline cost-effective solutions and innovative approaches to meet the outlined objectives as stated in the SOO. From the PWS, USAID/Lebanon will assess the bidder’s understanding of all aspects of the effort to be performed.

USAID/Lebanon anticipates awarding one Cost-Plus-Fixed-Fee Completion-type contract as a result of this solicitation covering an estimated period of five (5) years from the date of contract award, consisting of three (3) base years, two (2) one-year option periods, and up to three (3) increased quantity options.

Subject to availability of funds, USAID estimates the maximum amount of this contract (costs and fee) is in the range of $64,000,000 to $75,000,000 covering a period of performance of five years. However, offerors should not necessarily strive to equal this amount. Cost-effective approaches to achieving the program objectives stated in the government requirement are highly encouraged. Further information on available funding and the evaluation of cost proposals is in Section M.

The principal geographic code for this contract is 937.

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

This requirement is subject to the availability of funds. This contract is expected to be awarded by no later than September 30, 2020.

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

Acquisition Regulation (FAR) (48 CFR Chapter 1). Eligibility of organizations to submit an offer is

RFP # 72026820R00002

Trade and Investment Facilitation (TIF) Activity unrestricted. USAID encourages the participation to the maximum extent possible of local Lebanese 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 and small business concerns in this activity as the prime contractor or as subcontractors. USAID strongly discourages offerors from entering into exclusive arrangements with local or international entities.

It is the responsibility of the recipient of this solicitation 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 designated date and time indicated in Block 9 of the RFP Cover Page (Standard

Form 33). Proposals received after the closing date and time will be processed as late and handled in accordance with FAR 52.215-1. Proposals submitted in response to this solicitation shall be valid for no less than 240 days.

NOTE: ONLY Electronic submissions will be accepted. No other forms of Electronic submission will be accepted. Please note that the designated initial point of entry to the Government infrastructure for proposal submission is the USAID/Washington Internet server which will determine the timeliness of submission.

Any questions regarding this solicitation must be submitted in writing via email to

TIFLebanonProposals@usaid.gov by the date and time specified above. Oral instructions or explanations given before the award of the contract resulting from this solicitation will not be binding. Answers to all offerors’ questions will be provided in writing, via solicitation amendment.

Proposals must be submitted via email to TIFLebanonProposals@usaid.gov. If your organization decides to submit a proposal in response to this solicitation, detailed requirements for Offerors’ proposals are outlined in Section L of this solicitation. Proposals must be signed by an official who is authorized to bind the organization and are to be submitted to USAID no later than the closing date and time stated above.

If substantive questions are received which affect the response to the solicitation, or if changes are made to the closing date and time, as well as other aspects of the RFP, this solicitation will be amended. USAID reserves the right to amend or rescind this solicitation at any time. This solicitation, amendments to this solicitation, and announcement of contract award will be made available through the government point of entry at http://beta.sam.gov/. It is the Offeror’s responsibility to check this site periodically for official updates to this solicitation. Issuance of this solicitation and the submittal of a proposal do not constitute a commitment on the part of the U.S. Government nor USAID to make an award; neither does it constitute an obligation for any costs incurred in the preparation and submission of a proposal. Furthermore, the U.S.

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 appreciates the time and effort put into preparing proposals in response to this solicitation.

Sincerely, /s/

Amy McQuade

Regional Contracting Officer mailto:TIFLebanonProposals@usaid.gov mailto:TIFLebanonProposals@usaid.gov http://beta.sam.gov/

Table of Contents

PART I – SCHEDULE 7

SECTION B – SUPPLIES OR SERVICES AND PRICE/COSTS 7

SECTION C – DESCRIPTION/SPECIFICATIONS/PERFORMANCE WORK STATEMENT 11

SECTION D – PACKAGING AND MARKING 12

SECTION E – INSPECTION AND ACCEPTANCE 14

SECTION F – DELIVERIES AND PERFORMANCE 16

SECTION G – CONTRACT ADMINISTRATION DATA 36

SECTION H – SPECIAL CONTRACT REQUIREMENTS 41

PART II CONTRACT CLAUSES 78

SECTION I – CONTRACT CLAUSES 78

PART III LIST OF DOCUMENTS, EXHIBITS, AND OTHER ATTACHMENTS 106

SECTION J – LIST OF ATTACHMENTS 106

PART IV REPRESENTATIONS AND INSTRUCTIONS 107

SECTION K - REPRESENTATIONS, CERTIFICATIONS AND OTHER STATEMENTS OF OFFERORS 107

SECTION L – INSTRUCTIONS TO OFFERORS 108

SECTION M – EVALUATION CRITERIA 142

ABBREVIATIONS

ADS Automated Directives System

AIDAR USAID Acquisition Regulation

BEO Bureau Environmental Officer

BIP Branding Implementation Plan

CAGE Commercial and Government Entity

CBO Community Based Organizations

CCN Cooperating Country Nationals

CDCS Country Development Cooperation Strategy

CFR Code of Federal Regulations

CO Contracting Officer

COP Chief of Party

COR Contracting Officer’s Representative

CPFF Cost-Plus-Fixed-Fee

DCOP Deputy Chief of Party

DLA Defense Logistics Agency

DOC Development, Outreach and Communication

EA Environmental Assessment

EIS Environmental Impact Assessment

EMMP Environmental Mitigation and Monitoring Plan

ERAC Environmental Review and Assessment Checklist

ESR Environmental Status Report

FAR Federal Acquisition Regulation

FDI Foreign Direct Investment

GIS Geographic Information System

GOL Government of Lebanon

IEE Initial Environmental Examination

LCP Local Compensation Plan

MELP Monitoring, Evaluation and Learning Plan

MERP Middle East Regional Platform

M&M Mitigation and Monitoring

MEO Mission Environmental Officer

MP Marking Plan

NAICS North American Industry Classification System

NATO North Atlantic Treaty Organization

NGO Non-Governmental Organization

NSPA NATO Support and Procurement Agency

OAA Office of Acquisition and Assistance

OP Operational Plan

PERSUAP Pesticide Evaluation Report and Safer Use Action Plan

PIR Performance Indicator Reference

PPR Performance Plan and Report

PWS Performance Work Statement

QASP Quality Assurance Surveillance Plan

RFP Request for Proposal

RMFO Regional Financial Management Office

SAM System for Award Management

SF Standard Form

SOO Statement of Objectives

STTA Short-Term Technical Assistance

TCN Third Country Nationals

TIF Trade and Investment Facilitation

UNCTAD United Nations Conference on Trade and Development

US United States

USAID United States Agency for International Development

USG United States Government

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PART I – SCHEDULE

SECTION B – SUPPLIES OR SERVICES AND PRICE/COSTS

B.1 PURPOSE STATEMENT

The purpose of the Trade and Investment Facilitation (TIF) activity is to facilitate the export of Lebanese goods and services to generate foreign exchange through investments that simultaneously promote job creation, income generation, and improved livelihoods throughout the country.

B.2 CONTRACT TYPE

This is a Cost-Plus-Fixed-Fee (CPFF) Completion-type contract of five (5) years consisting of three (3) base years, two (2) one-year option periods, and up to three (3) increased quantity options. For the consideration set forth below, the contract shall provide the deliverables described in Section F in accordance with the performance standards outlined in Sections C, and E of this document.

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

(a) The estimated cost for the performance of the work required for the three (3) year base period, exclusive of fixed fee, if any, is $TBD. The fixed fee, if any, is $TBD. The estimated cost-plus fixed fee, if any, is

$TBD.

(b) The estimated cost for the performance of the work required for the first one-year option period, exclusive of fixed fee, if any, is $TBD. The fixed fee for the first one-year option period, if any, is $TBD.

The estimated cost for the performance of the work required for the second one-year option period, exclusive of fixed fee, if any, is $TBD. The fixed fee for the second one-year option period, if any, is

$TBD. The estimated cost-plus fixed fee, if any, is $TBD.

(c) The estimated cost for the performance of the work required for the increased quantity of technical assistance objective 1 option period, exclusive of fixed fee, if any, is $TBD. The fixed fee for the increased quantity of technical assistance objective 1 option period, if any, is $TBD. The estimated cost for the performance of the work required for the increased quantity of technical assistance objective 2 option period, exclusive of fixed fee, if any, is $TBD. The fixed fee for the increased quantity of technical assistance objective 2 option period, if any, is $TBD. The estimated cost for the performance of the work required for the increased quantity of technical assistance objective 3 option period, exclusive of fixed fee, if any, is $TBD. The fixed fee for the increased quantity of technical assistance objective 3 option period, if any, is $TBD. The estimated cost plus fixed fee, if any, is $TBD.

(d) Within the estimated cost plus fixed fee (if any) specified in paragraph (a) above, the amount currently obligated and available for reimbursement of allowable costs incurred by the Contractor (and payment of fee, if any) for performance hereunder is $TBD. The Contractor must not exceed the aforesaid obligated amount unless authorized by the Contracting Officer pursuant to the clause of this contract entitled

"Limitation of Funds" (FAR 52.232-22).

(e) Funds obligated hereunder are anticipated to be sufficient through [To be inserted at the time of award].

B.4 BUDGET SCHEDULE

CLI

N

Line Item Total

001 Base Period (Years 1-3) – Technical Assistance $TBD

Direct Costs (Inclusive of Subcontracts) $TBD

Indirect Costs $TBD

Fixed Fee $TBD

Grants Under Contract (GUC) $5,000,000

Total Estimated Cost Plus Fixed Fee: Base: [$16,000,000 - $20,000,000]*

1001 Option 1 (Year 4) – Technical Assistance $TBD

Direct Costs (Inclusive of Subcontracts) $TBD

Indirect Costs $TBD

Fixed Fee $TBD

Grants Under Contract (GUC) $2,000,000

Total Estimated Cost Plus Fixed Fee: Option 1: [$7,000,000 - $8,000,000]*

2001 Option 2 (Year 5) – Technical Assistance $TBD

Direct Costs (Inclusive of Subcontracts) $TBD

Indirect Costs $TBD

Fixed Fee $TBD

Grants Under Contract (GUC) $2,000,000

Total Estimated Cost Plus Fixed Fee: Option 2: [$7,000,000 - $8,000,000]*

TOTAL Base + Option 1 + Option 2: [$30,000,000 - $36,000,000]*

Increased Quantity Options to be exercised between the period of Project Year 1 and Project Year 4.5:

3001 Option 3 – Technical Assistance Objective 1 $TBD

Direct Costs (Inclusive of Subcontracts) $TBD

Indirect Costs $TBD

Fixed Fee $TBD

Grants Under Contract (GUC) $5,000,000

Total Estimated Cost Plus Fixed Fee: Option 3: [$15,000,000 - $17,000,000]*

4001 Option 4 – Technical Assistance Objective 2 $TBD

Direct Costs (Inclusive of Subcontracts) $TBD

Indirect Costs $TBD

Fixed Fee $TBD

Grants Under Contract (GUC) $5,000,000

Total Estimated Cost Plus Fixed Fee: Option 4: [$15,000,000 - $17,000,000]*

5001 Option 5 – Technical Assistance Objective 3 $TBD

Direct Costs (Inclusive of Subcontracts) $TBD

Indirect Costs $TBD

Fixed Fee $TBD

Grants Under Contract (GUC) $1,000,000

Total Estimated Cost Plus Fixed Fee: Option 5: [$4,000,000 - $5,000,000]*

TOTAL Option 3 + Option 4 + Option 5: [$34,000,000 - $39,000,000]*

[* Final dollar amount to be inserted at time of award based on selected offeror’s proposal]

These CLIN amounts may not be adjusted without a written modification signed by the Contracting

Officer. The contractor will not bill any amounts against this contract in excess of the amounts specified for each line item as illustrated above. The base amount plus the cumulative amount of the two (2) one-year options periods plus the three increased quantity options cannot exceed the total estimated amount of the contract.

B.5 ADVANCE UNDERSTANDING ON CEILING INDIRECT COST RATES AND FINAL

REIMBURSEMENT FOR INDIRECT COSTS

Ceilings are not applicable to Small Business Offerors or local organizations serving as the prime or a subcontractor.

Pending establishment of revised provisional or final indirect cost rates, allowable indirect costs must be reimbursed on the basis of the following negotiated provisional or predetermined rates and the appropriates bases for prime contractors and their major subcontractors.

(a) Reimbursement for indirect costs shall be at the lower of the negotiated final (or predetermined) rates or the following ceiling rates:

Description Rate Base Period

% 1/ 1/

% 2/ 2/

% 3/ 3/

1/ Base of Application:

Period:

2/ Base of Application:

3/ Base of Application

NOTE: Insert additional indirect rates as needed for all primes and major subcontractors in the above table.

(b) The Government will not be obligated to pay any additional amount should the final indirect cost rates exceed the negotiated ceiling rates. 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.

(c) This understanding shall not change any monetary ceiling, obligation, or specific cost allowance or disallowance. Any changes in classifying or allocating indirect costs require the prior written approval of the Contracting Officer.

B.6 COST REIMBURSABLE

The U.S. dollar costs allowable will be limited to reasonable, allocable, allowable, and necessary costs determined in accordance with FAR 52.216-7 Allowable Cost and Payment (AUGUST 2018), FAR

52.216-8 Fixed Fee (JUNE 2011), if applicable, and AIDAR 752.7003 Documentation for Payment (NOV

1998).

The applicable of the following clauses (incorporated by reference in Section I is as follows: FAR 52.232-

20 Limitation of Cost (applies when the contract is fully funded). FAR 52.232-22 Limitation of Funds

(applies while the contract is funded in an amount less than the total cost-plus fixed fee).

B.7 PAYMENT OF FIXED FEE

Pursuant to FAR 16.306 (d) Cost-Plus-Fixed-Fee Contracts, payment of the fixed-fee will be divided between fixed payments for activity deliverables (twenty-five percent) and fixed payments based on the completed performance deliverables (seventy-five percent) found in the Fixed-Fee Schedule. The fixed fee payable under this contract will be tied to the completion of the reports and deliverables specified in

Section F.8 of the contract and in accordance with the fixed fee payment schedule (See Section L.5 (e)(2)

- Cost Instructions (b) Proposed Costs/Prices Part 3. Budget Line Item Definitions and Illustrations 11.

Fixed Fee, for required template).

[Selected Offeror’s Fixed Fee Schedule to be inserted at time of Award]

All fixed fee payments are subject to the inspection and acceptance by USAID as specified in Section E of the same and in compliance with the terms of this contract. Upon successful completion of a deliverable, the Contractor must provide evidence of its achievement in accordance with performance standards specified in Section E to the Contracting Officer’s Representative (COR). Upon receipt of concurrence by the COR, the Contractor shall submit an invoice for the amount of the fee associated with the deliverable.

In the event of discontinuance of the work in accordance with the clause of the contract entitled FAR

52.249-6 Termination (Cost Reimbursement), the fee must be re-determined by mutual agreement equitably to reflect the reduction in the work actually performed.

The amount by which such fee is less than, or exceeds, payments previously made on account of the fee must be paid to, or repaid by the Contractor, as applicable. Pursuant to FAR 52.216-8 Fixed Fee, after payment of 85 percent of the fixed fee, further payment of the fee will be withheld until a reserve is set aside not to exceed 15 percent of the total fixed fee or $100,000, whichever is less.

[END OF SECTION B]

SECTION C – DESCRIPTION/SPECIFICATIONS/PERFORMANCE WORK STATEMENT

[The Performance Work Statement (PWS) will be inserted at time of award. The PWS is to be developed by the offeror, based on the content of this RFP, specifically Attachment J.1 “Statement of Objectives.”]

[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 document number. As a general rule, marking is not required for raw materials shipped in bulk (such as coal, grain, etc.), or for semi-finished products which are not packaged.

(b) Specific guidance on marking requirements should be obtained prior to procurement of commodities to be shipped, and as early as possible for project construction sites and other project locations. This guidance will be provided through the cognizant technical office indicated on the cover page of this contract, or by the Mission Director in the Cooperating Country to which commodities are being shipped, or in which the project site is located.

(c) Authority to waive marking requirements is vested with the Regional Assistant Administrators, and with Mission Directors.

(d) A copy of any specific marking instructions or waivers from marking requirements is to be sent to the Contracting Officer; the original should be retained by the Contractor.

D.2 BRANDING

The Offeror shall comply with the requirements of the USAID branding policies available at:

www.usaid.gov/branding and appropriately mark all deliverables and public communications with the

USAID brand.

Note: USAID receives “exclusive branding and marking” for the work conducted under all acquisition awards. This means that the foreign assistance delivered is clearly credited to the American people. It also means that competing logos or identities are excluded unless otherwise indicated in the award (Contract).

Activity name: This Activity will be named the “Trade and Investment Facilitation” Activity in Lebanon.

It is anticipated that the Final Report under this Award will be visibly branded as a USAID project utilizing the appropriate USAID/Lebanon templates.

Desired level of visibility: All publications, public materials and documents, public communication, media releases, press conferences and public events should incorporate the USAID identity. Approval by the USAID Mission Development Outreach and Communication Officer (DOC) to be obtained through

COR should be received before using any materials which incorporate the USAID identity.

Limitations: USAID places limitations on the release of sensitive or confidential information in the materials produced in performing the contract. The contractor should consult through the COR with the

Contracting Officer and the Regional Legal Advisor or Office of the General Counsel.

The Marking Plan enumerates the public communications, commodities and program materials and other http://www.usaid.gov/branding items that visibly bear or will be marked with the USAID identity (e.g., program sites, evaluations and reports, events, and commodities). It should include a table specifying the expected program deliverables to be produced under this Award and whether they will be marked or not. The Marking Plan is where requests for exceptions to marking requirements can be made.

News releases/media alerts must be coordinated with COR. In general, all releases/alerts are issued by the U.S. Embassy on behalf of USAID, and USAID only submits these to the U.S. Embassy Public Affairs

Office.

D.3 BRANDING AND MARKING POLICY

In accordance with provision D.2 above, and where applicable, 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 https://www.usaid.gov/ads/policy/300/320; and USAID “Graphic Standards Manual” available at http://www.usaid.gov/branding/, or any successor branding policy.

D.4 APPROVAL OF CONTRACTOR BRANDING IMPLEMENTATION AND MARKING

PLAN

The contractor’s Branding Implementation and Marking Plan dated (TBD) is hereby approved by the

Contracting Officer for the life of the award, unless otherwise rescinded earlier. The contractor will follow the plan during implementation of this contract and will request and obtain waivers from the contracting officer when required. Guidance on applying for waivers can be found in USAID Automated Directives

System Chapter 320, Branding and Marking.

[END OF SECTION D]

https://www.usaid.gov/ads/policy/300/320 http://www.usaid.gov/branding/ 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 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.

FEDERAL ACQUISITION REGULATION (48 CFR Chapter 1)

NUMBER TITLE DATE

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

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

E.2 INSPECTION AND ACCEPTANCE

USAID inspection and acceptance of services, reports and other required deliverables or outputs shall take place at the principal place of performance or at any other location where the services are performed and reports and deliverables or outputs are produced or submitted. The Contracting Officer’s Representative

(COR) listed in Section G has been delegated authority to inspect and accept all services, reports and required deliverables or outputs.

E.3 PERFORMANCE STANDARDS

Evaluation of the Contractor's performance must be conducted in accordance with the performance standards set forth in the contract, the Contractor's overall performance toward achievement of the objectives in Sections C and J and provision of deliverables in Section F, and the Contractor's compliance with all other terms and conditions of the contract. Each evaluation will be conducted jointly by the COR and the CO, and must form the basis of the Contractor's permanent performance record with regard to this contract as required in FAR Part 42.15 and AIDAR 742.15.

An evaluation plan will be developed and implemented by USAID taking into consideration input from partners and stakeholders on the evaluation questions. Mid-term and final evaluations will be conducted.

Evaluation elements, including baseline and results comparisons, impact analysis, and critical analysis related to TIF’s theory of change will be considered during co-design. Opportunities for scientific evaluations, such as Randomized Controlled Trials (RCTs) will be considered.

The Contractor’s performance will be evaluated annually and at contract completion, utilizing at minimum, the following factors:

1) Technical (quality of product or service).

2) Cost Control.

3) Schedule/Timeliness.

https://www.acquisition.gov/far/

4) Management or Business Relations.

5) Small business Subcontracting (as applicable).

6) Regulatory Compliance.

7) Other (as applicable) (e.g., adaptive management of problems encountered, late or nonpayment to subcontractors, trafficking violations, tax delinquency, failure to report in accordance with contract terms and conditions, defective cost or pricing data, terminations, suspension and debarments).

E.4 PROGRAM PERFORMANCE EVALUATIONS

The Contract will undergo program performance evaluations twice during the period of performance, (separate from the annual Contractor Performance Assessment Reporting System (CPARS) evaluation as described in FAR Part 42) and in Section E.3. Under a separate mechanism, USAID expects to conduct an independent mid-term program evaluation scheduled near the end of the second year of the contract.

The focus of the program evaluation will be to assess the achievements of TIF against the stated objectives and goals, to identify which elements of TIF had the most significant impact and which did not, and which aspects of TIF design need to be considered for continuation under future possible programs. The

Contractor will be requested to provide input into the program evaluation and must be prepared to collaborate in the implementation of the program evaluation. USAID intends to conduct a final performance evaluation of TIF at the end of the contract. Unless agreed otherwise by USAID, funds for evaluation are outside the budget for the Contract, and evaluation will be contracted with a third-party contractor. This evaluation will meet all the high-quality evaluation criteria as described in USAID's

Evaluation Policy (available at: http://www.usaid.gov/evaluation/policy). The Contractor shall provide any documentation or other information required to assist with the evaluation or monitoring mission, and grant access rights.

[END OF SECTION E]

http://www.usaid.gov/evaluation/policy

SECTION F – DELIVERIES AND 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.

FEDERAL ACQUISITION REGULATION (48 CFR Chapter 1)

NUMBER TITLE DATE

52.242-15 STOP WORK ORDER AUG 1989

52.242-15 STOP WORK ORDER ALTERNATE I APRIL 1984

F.2 PLACE OF PERFORMANCE

The place of performance under this contract is the Republic of Lebanon.

F.3 PERIOD OF PERFORMANCE

This contract’s period of performance is a three (3) year base period, two (2) one-year option periods and up to three (3) increased quantity options from the date of contract award.

F.4 TECHNICAL DIRECTION AND DESIGNATION OF RESPONSIBLE USAID

OFFICIALS

The Contracting Officer for this contract may be contacted at the following address:

Amy McQuade

Office of Acquisition and Assistance (OAA) USAID/MERP

Email: amcquade@usaid.gov.

Please copy Mrs. Rana El Jordi (reljordi@usaid.gov) and Mr. Juan E. Proaño (jproano@usaid.gov) in all official communications.

The Contracting Officer’s Representative (COR) will be designated by separate memorandum at the time of award.

F.5 AUTHORIZED WORK WEEK

A five-day workweek is authorized under this Contract. No overtime or premium pay is authorized unless otherwise provided below or approved in advance by the Contracting Officer.

(a) The length of the contractor’s U.S. workday must be in accordance with the Contractor’s established policies and practices and must not be less than eight (8) hours per day and forty (40) hours per week.

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(b) The length of the workday for individuals providing/performing services overseas must coincide with the workday for employees of the USAID Missions. Unless otherwise specifically authorized in advance and in writing by the CO, the work-week for individuals providing services overseas must be forty (40) hours per week.

(c) Short-Term Technical Assistance (STTA) - A six (6) day work-week is hereby authorized for TCN and international short-term technical assistance, with no premium pay.

(d) On special occasions when there are essential and time-sensitive tasks to be performed that cannot be accomplished during a five (5) day workweek, a six (6) day workweek may be authorized. The Contractor must document these instances and inform the COR with a copy to the Contracting Officer.

F.6 KEY PERSONNEL

(a) The Contractor must furnish the following positions deemed Key Personnel for the performance of this contract. The final number of Key Personnel will be determined by the Contractor’s approach, but the Contractor must not exceed five (5) Key Personnel positions, including the three required positions described below. Final number and title of positions and names will be inserted in the final contract. .

No. Key Personnel Position

1 Chief of Party

2 Deputy Chief of Party/Chief Technical Officer

3 Business Development Officer

4 TBD

5 TBD

The best candidates will combine strong technical and managerial skills, an understanding of the context, the ability to communicate effectively with a range of persons, facilitation and negotiation skills, and commitment to the goals of the activity. USAID encourages the use of Lebanese staff as Key Personnel, either immediately or as part of a transition plan during the life of the project. The following key personnel are considered as essential for the overall management and success of the program and must meet the minimum requirements specified in their respective paragraphs below.

(b) The Key Personnel identified above are considered essential to the work being performed under this contract. The Contractor must remain responsible for providing such Key Personnel for full-time performance for the term of this contract unless otherwise agreed to by the Contracting Officer.

(c) The failure to provide the Key Personnel designated above may be considered nonperformance unless such failure is beyond the control, and through no fault or negligence of the contractor.

(d) Prior to replacing any of the specified individuals, the Contractor must immediately notify both the CO and the COR, preferably 30 days prior to the key personnel departure but at a minimum two (2) weeks in advance and must submit written justification (including proposed replacement, immediate action to rectify the situation, budget impact statement, and timeline to replace) in sufficient detail to permit evaluation of the impact on the program. The proposed substitute personnel must have at least substantially equal ability and the same qualifications as the applicable Key Personnel specified above.

Failure to do so will be considered nonperformance by the Contractor.

(e) The Contractor must not replace any of the Key Personnel without the written consent of the

Contracting Officer and the COR whether provided in advance or by ratification.

(f) USAID reserves the right to adjust the number of Key Personnel during the performance of this contract.

a) Chief of Party (COP):

Responsibilities:

The COP is responsible for leading all aspects of contract performance, providing technical guidance to all tasks under the contract, and representing the Contractor’s activities as a whole to outside audiences.

The COP is responsible for leading the strategic planning of the project, including annual work plans;

ensuring close coordination with the USAID COR and program partners in the private sector, business associations, universities, and donor communities; ensuring close collaboration and teamwork; and for the day-to-day operational oversight and administration of the project.

Education Requirement:

● A Graduate degree or equivalent in a relevant field to the technical direction of TIF. In circumstances where a candidate possesses exceptional relevant experience but lacks a graduate degree, relevant post-education experience might be considered.

Experience Requirement:

● A minimum of seven (7) years of recent experience (within the last 15 years) related to private business, trade and investment, including engagement in, or facilitation of business transactions.

● A minimum of three (3) years of recent management experience for projects including private sector with similar magnitude and complexity and demonstrated ability to cohesively bring staff together and demonstrated leadership towards achieving results.

● Proven ability to perform and achieve results under challenging or non permissive environments.

● Strong interpersonal, managerial, and written communication skills.

Specialized Knowledge/Skills Requirements:

The COP must possess language skills at the following Foreign Service Institute proficiency level or equivalent: English Level IV. Arabic is not required but preferred. French is not required but preferred.

b) Deputy Chief of Party (DCOP)/Chief Technical Officer:

The DCOP assists the COP in the management of the various technical components of the activity. He/she must ensure that activity components are results-oriented, that deliverables are high quality, and that reporting is relevant and timely. This person should manage and ensure quality relationships with clients

(firms, business associations, government, other) and guide the technical staff towards achieving the project’s results. The DCOP/Chief Technical Officer will work in close coordination with all team members coordinating the activity’s grants and technical assistance.

Education Requirements:

● A Bachelor’s degree or equivalent in fields relevant to the work implemented by TIF such as economics, business, trade, tourism or others. While experience will be valued more highly than academic trainings, candidates with a graduate degree and less, but relevant post-education experience, will be considered.

Experience Requirements:

● A minimum of six (6) years of recent relevant experience (within the last 12 years) in technically leading activities related to private business, including engagement in, or facilitation of trade and investment, export, tourism, business transactions or consultancy.

● Relevant experience in the domestic or international private sector in the role of managing, developing businesses, exports and/or tourism and other services, and deploying innovations and efficiencies in businesses across sectors with demonstrated results in enhancing trade and investment.

● The DCOP must demonstrate competency in negotiation and communication skills and strong interpersonal, managerial, and written communication skills.

● Flexibility and ability to interact with stakeholders of different sectors and backgrounds and ability to manage delivering work under non-permissive conditions.

The DCOP/Chief Technical Officer must possess language skills at the following Foreign Service Institute proficiency level or equivalent: Arabic Level IV; and English Level IV. French is not required but preferred.

c) Business Development Officer:

This is a Key Personnel position required for the duration of the period of performance of the contract.

The Business Development Officer will provide the overall management to the private sector engagement aspect of the activity in terms of grants and technical assistance. The Business Development Officer will work in close coordination with the DCOP/Chief Technical Officer to maintain complementarity of technical and business development aspects of TIF’s interventions.

Education Requirement:

● A Bachelor’s degree or equivalent in management, business of other fields related to TIF’s technical activities.

Experience Requirement:

● A minimum of six (6) years of recent relevant experience related to private businesses, including engagement in trade, exports business transactions, business consultancies and others with demonstrated results.

● Strong interpersonal, managerial, and written communication skills.

The Business Development Officer must possess language skills at the following Foreign Service Institute proficiency level or equivalent: Arabic Level IV; and English Level IV. French is not required but preferred.

F.7 REPORTS, PLANS, AND OTHER DELIVERABLES

In addition to the requirements set forth for submission of reports and deliverables in Sections C, F, H, J, AIDAR clause 752.242-70, Periodic Progress Reports (OCT 2007) and AIDAR 752.7005 Submission

Requirements for Development Experience Documents (SEP 2013) below, the Contractor must submit the following deliverables or outputs to the COR specified in Section F. Each of the reports must be submitted electronically. Electronic versions of the reports must be submitted using Microsoft Word, Excel, or Portable Document Format, or PowerPoint software. All reports must be written in English. All reports and plans are subject to written final approval and acceptance by the COR.

The Reports, Plans, and Deliverables or Outputs must incorporate the following Cross-Cutting

Requirements:

a) Additionality, Impact, Sustainability and Self-Reliance

All sub-awards, technical assistance, and other interventions under this activity must meet USAID best practices for development assistance and must lead toward sustainability and self-reliance of all selected sectors for intervention. Interventions must be designed to create markets that continue to attract investment and new entrants, increasing sector competitiveness beyond the life of the activity.

Furthermore, interventions must be designed to be scaled up and replicated easily in other regions or even sectors. This management objective emphasizes the stakeholders’ improved capability to reach new markets, producers’ ability to supply quality inputs and products, and for the sector to be more resilient to shocks. Sustainability elements must incorporate gender as a key element as this is critical to the successful continuity of the activity’s results.

All assistance must demonstrate “additionality” in that it must be shown both that identified partners are unlikely to meet activity objectives without USAID assistance and should demonstrate that USAID assistance would “unlock” export, investment, livelihoods, and enabling environment opportunities. All assistance must build local markets and/or institutions so that they will be able to continue the efforts made through this activity after its conclusion, leading to sustainability of targeted sectors. Assisted beneficiaries and most of the broader assisted sectors in Lebanon should be considered sustainable at the conclusion of this activity and additional US assistance should not be required.

A. TECHNICAL/PERFORMANCE DELIVERABLES

The Contractor must provide the following technical/performance deliverables:

[To be inserted prior to award. The Offeror to propose the technical/performance deliverables based on their proposed PWS as part of the Technical Proposal (Annex G).]

The Contractor must provide the following plans and reports:

A. REPORTS

1.) MONTHLY REPORTS

The Contractor must prepare and submit monthly reports five (5) calendar days after the month being reported. The monthly reports must be submitted electronically to the COR and are intended to be concise reports (no more than 5 pages) that summarize progress toward accomplishment of the benchmarks set forth. The report must: (1) provide an update of progress made toward fulfillment of the activity objectives/results, (2) identify implementation issues, (3) contain a discussion of obstacles encountered and possible delays, if any, in fulfillment of activities included in the work plan, and/or achievement of targets set forth in the MEL Plan, and (4) contain a forecast of activities for the month immediately following the period being reported. The final format of the reports must be agreed upon in consultation with the COR. On the month where the Quarterly Performance Progress Report is due, the quarterly report takes the place of the monthly report.

2.) QUARTERLY PERFORMANCE REPORTS

Quarterly performance reports must be submitted 15 calendar days after the end of the quarter. Quarterly performance reports will present progress on all activities and will include the following information at a minimum:

● Outline of project purpose and project approach;

● Description of significant events during the reporting period;

● Status of each of activities and tasks as defined in the Work Plan;

● Status of overall project progress per impact indicators as defined in the Work Plan and the performance monitoring plan;

● Reporting on elements of MEL Plan,

● List of reports/deliverables completed in the reporting period;

● Performance problems during the reporting period;

● List of major activities planned for next quarter including indicators and associated targets;

● Any relevant information that has affected or will affect project progress.

● Geographic data reporting requirements: The contractor will submit Activity Location Data, which indicates the geographic location, or locations where an activity is implemented. Geographic disaggregation is required to the first administrative level at a minimum. Further geographic disaggregation is encouraged (Village level). The contractor is required to collect and provide spatial data and use Geographic Information System (GIS) for spatial data development and reporting. Activity

Location Data will be submitted as part of the quarterly reports.

The Annual Report will take the place of the fourth Quarterly Performance Report. A fourth Quarterly

Performance Report is not required.

3.) QUARTERLY FINANCIAL REPORT

Quarterly financial reports will be submitted fifteen (15) calendar days after the end of the quarter to

USAID. They should be disaggregated by element level and contain, at a minimum:

● Total funds awarded to date by USAID into the contract;

● Total funds previously reported as expended by contractor by main line items;

● Total funds expended in the current quarter by the contractor by main line items;

● Total un-liquidated obligations by main line items;

● List of the significant expenses incurred during the period;

● Projected expenditures for next quarter

The contractor is solely responsible for not exceeding obligated amounts and is reminded of the required notification to the CO as to the percentage of funds expended against the total obligated and available amount as set forth in FAR 52.232-22 “Limitation of Funds.”

4.) QUARTERLY ACCRUAL REPORT

Quarterly accrual reports will be submitted ten (10) calendar days before the end of the quarter to USAID that will provide contractual information pertaining to the following information:

● Total Estimated Cost remaining in the contract;

● Unobligated balance in the contract;

● Accrual amount;

● Estimated Pipeline amount;

● Other project financial information

If needed the COR will provide a template for the contractor to follow.

5.) ANNUAL REPORTS

The contractor will prepare and submit to the USAID COR an annual report within 30 calendar days after the end of the first year and annually thereafter (unless a different annual schedule is provided by USAID), for each authorized year of performance. Annual reports will summarize activities and results during the year in relation to the approved Work Plan. The Annual Report is not intended to be a compilation nor a

“cut and paste” of Quarterly Report material (see above). Rather, the Annual Report will set out, in text and graphically, progress made towards the Contractor’s achievement of the expected results for the implementation year. The report should contain an executive summary and the following, at a minimum:

● Progress (activities completed, benchmarks achieved, performance standards completed -indicator table using format provided by COR must form part of the report) since the last report by program area; including a performance narrative, discussing auditable quantitative and qualitative evidence, of progress against indicators and/or impacts achieved to-date. This shall include clear identification of which impacts achieved were within the manageable interests of the

Contractor and which were likely catalyzed by contractor-supported initiatives, leading to substantial, sustained achievement of results. This discussion will be instrumental in helping the

Mission to complete Annual Reports to USAID/Washington on overall program impacts;

● An indicator table showing the targets and actual achievements. Any deviations from targets by more than 10 percent, either positive or negative, should be clearly explained. This section shall also include and relevant data trend analyses and progress towards performance benchmarks;

● Problems encountered and whether they were solved or are still outstanding;

● Proposed solutions to new or ongoing problems;

● Success stories (if available) and a brief analysis on the general economic context; the Mission will use these success stories in reports to the host government, other donors, the Embassy, or

USAID/Washington, among other audiences. The format and content will be jointly established by the COR and the Contractor.

● Documentation of best practices that can be taken to scale; and

● Environmental Status Report (ESR) section based on the approved IEE and EMMP (if required).

6.) SPECIAL REPORTS

a.) Short-Term Consultant Reports and Technical Reports

Upon completion of the services of each short-term consultant, the contractor must submit a report to the

COR summarizing the activities, accomplishments, and recommendations of the consultant. Reports must clearly show the relevance and linkage of the consultant’s activities to the overarching goals of the activity.

Unless otherwise agreed to in writing by the COR, the Contractor must submit a brief written report that describes the purpose of the consultancy, progress made, and any observations to be shared, issues and/or problems encountered, and details of expected follow-on activities by resident Contractor staff as well as actions to be performed by participating counterparts.

b.) Ad-Hoc Reports

The contractor must fulfill all requests from the COR regarding Agency, Congressional, or Presidential inquiries. As necessary, programs will illustrate the outcome result of any/all activities. As applicable, any special reporting requirements will be communicated to the contractor well in advance.

i.) Foreign Assistance Framework (“F”) and other Reporting

The Contractor must provide input to the Mission’s annual Operational Plan (OP) upon COR requests, and to the Mission’s Performance Plan and Report (PPR). The purpose of the Mission’s Operational Plan, completed each spring is to set targets for results projected for the following fiscal year. The purpose of the PPR, completed each fall, is to capture results achieved by USAID/Lebanon during the prior fiscal year and report against targets that were outlined in the OP.

As part of its input for these reports, the Contractor is required to set targets for and report on “standard indicators” under the “F” framework, in addition to “custom” indicators that it develops under its MEL

Plan. The “F” indicators are subject to change as the “F” process evolves.

ii.) Inventory Report - Annual Nonexpendable Personal Property Report

The Contractor must submit a list of non-expendable equipment in the form of an Inventory Report on an annual basis. The Inventory Report must be submitted to the COR and to the CO within thirty (30) days prior to the end of every year. All purchases must be in accordance with the terms and conditions outlined in AIDAR 752.245-70 and FAR 52.245.

iii.) Upcoming Events Calendar

The Contractor must provide to USAID a listing of upcoming events; scheduled training; and important meetings with public officials, donor agency representatives or other USG officers. One week prior to the end of every month, the Contractor must provide to the COR a rolling three-month schedule of upcoming events related to activity implementation, including conferences, workshops, trainings and site visits. This schedule must provide information on estimated dates of the event, location, targeted beneficiaries, and short description of the activity.

iv.) Special Analysis

The Contractor may be required to submit a short policy analysis or briefing paper, explaining legal or policy developments and their implications on program implementation.