RFP_-_72027818R00005_-_ESMP.pdf

1. THIS CONTRACT IS A RATED ORDER RATING PAGE OF PAGES

UNDER DPAS (15 CFR 700)

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

SEALED BID (IFB)

NEGOTIATED (RFP)

7. ISSUED BY CODE 72000 8. ADDRESS OFFER TO (If other than Item 7)

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

9. Sealed offers in original and _____________________________ copies for furnishing the supplies or services in the Schedule will be received at the place specified in Item 8, or if handcarried, in the depository located in until local time _______________________ (Hour) (Date)

CAUTION - LATE Submissions, Modifications, and Withdrawals: See Section L, Provision No. 52.214-7 or 52.215-1. All Offers are subject to all terms and conditions contained in this solicitation.

A. NAME B. TELEPHONE (NO COLLECT CALLS) C. E-MAIL ADDRESS

AREA CODE NUMBER EXT.

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

PART I - THE SCHEDULE PART II - CONTRACT CLAUSES

A

I CONTRACT CLAUSES

B SUPPLIES OR SERVICES AND PRICES/COSTS PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACH.

C DESCRIPTION/SPECS./WORK STATEMENT J LIST OF ATTACHMENTS

D PACKAGING AND MARKING PART IV - REPRESENTATIONS AND INSTRUCTIONS

E INSPECTION AND ACCEPTANCE

F DELIVERIES OR PERFORMANCE

G CONTRACT ADMINISTRATION DATA L INSTR., CONDS., AND NOTICES TO OFFERORS

H SPECIAL CONTRACT REQUIREMENTS M EVALUATION FACTORS FOR AWARD

K REPRESENTATIONS, CERTIFICATIONS AND OTHER

STATEMENTS OF OFFERORS

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

12. In compliance with the above, the undersigned agrees, if this offer is accepted within ________ calendar days (60 calendar days unless a different period is inserted by the Offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the price set opposite each item, delivered at the designated point(s), within the time specified in the schedule.

13. DISCOUNT FOR PROMPT PAYMENT 10 CALENDAR DAYS (%) 20 CALENDAR DAYS (%) 30 CALENDAR DAYS (%) CALENDAR DAYS (%) (See Section I, Clause No. 52-232-8)

14. ACKNOWLEDGEMENT OF AMENDMENTS AMENDMENT NO. DATE AMENDMENT NO. DATE

(The Offeror acknowledges receipt of amendments to the SOLICITATION for Offerors and related documents numbered and dated:

CODE FACILITY 16. NAME AND TITLE OF PERSON AUTHORIZED TO SIGN OFFER 15A. NAME AND

ADDRESS

OF OFFEROR

(Type or print)

15B. TELEPHONE NUMBER 17. SIGNATURE 18. OFFER DATE

AREA CODE NUMBER EXT. 15C. CHECK IF REMITTANCE ADDRESS IS DIFFERENT FROM

ABOVE - ENTER SUCH ADDRESS IN SCHEDULE

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

22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION: 23. SUBMIT INVOICES TO ADDRESS SHOWN IN ITEM (4 copies unless otherwise specified)

10 U.S.C. 2304(a) ( ) 41 U.S.C. 253(c) ( )

24. ADMINISTERED BY (If other than Item 7) 25. PAYMENT WILL BE MADE BY CODE CODE

26. NAME OF CONTRACTING OFFICER (Type or print) 27. UNITED STATES OF AMERICA 28. AWARD DATE

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

(Signature of Contracting Officer)

(REV. 9-97)

10. FOR INFORMATION CALL:

11. TABLE OF CONTENTS

STANDARD FORM 33

SOLICITATION, OFFER AND AWARD

SOLICITATION

OFFER (Must be fully completed by Offeror)

AWARD (To be completed by Government)

1 133 N/A

72027818R00005 X

May 09, 2018

N/A

Zeina Al Twal Contracting@usaid.gov

X SOLICITATION/CONTRACT FORM X

X

X

X

X

X

X

See Section G.9

Ralph V. Koehring Director, Acquisition & Assistance Office

Acquisition & Assistance Office (AAO) USAID/Jordan P.O Box 354 Amman 11118 Jordan

Acquisition & Assistance Office (AAO) USAID Jordan P.O Box 354 Amman 11118 Jordan

Contents

PART I – SCHEDULE

B.1 PURPOSE

B.2 CONTRACT TYPE

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

B.4 BUDGET AND CEILING PRICE

B.5 INDIRECT COSTS

B.6 FIXED FEE - FAR 52.216-8 (JUN 2011)

B.7 FIXED FEE PAYMENT

B.8 COST REIMBURSABLE

SECTION C—DESCRIPTION/SPECIFICATIONS/STATEMENT OF OBJECTIVES

SECTION D – PACKING AND MARKING

D.1 AIDAR 752.7009 MARKING (JAN 1993)

D.2 BRANDING POLICY AND STRATEGY

SECTION E – INSPECTION AND ACCEPTANCE

E.1 NOTICE LISTING CONTRACT CLAUSE INCORPORATED BY REFERENCE

E.2 INSPECTION AND ACCEPTANCE

SECTION F – DELIVERIES OR PERFORMANCE

F.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

F.2 PERIOD OF PERFORMANCE

F.3 PLACE OF PERFORMANCE

F.4 AUTHORIZED WORK WEEK

F.5 KEY PERSONNEL

F.6 PERFORMANCE STANDARDS

F.7 REPORTS AND DELIVERABLES OR OUTPUTS

F.8. ENVIRONMENTAL COMPLIANCE AND REPORTING

F.9 AIDAR 752.242-70 PERIODIC PROGRESS REPORTS (OCT 2007)

F.10 LANGUAGE OF REPORTS AND OTHER OUTPUTS

F.11 AIDAR 752.7005 SUBMISSION REQUIREMENTS FOR DEVELOPMENT EXPERIENCE

DOCUMENTS (SEPTEMBER 2013)

SECTION G – CONTRACT ADMINISTRATION DATA

G.1. CONTRACTING OFFICER’S AUTHORITY

G.2. ADMINISTRATIVE CONTRACTING OFFICER

G.3. CONTRACTING OFFICER’S REPRESENTATIVE

G.4 TECHNICAL DIRECTIONS/RELATIONSHIP WITH USAID

G.5 ACCEPTANCE AND APPROVAL

G.6 COUNTRY CLEARANCE

G.7 AIDAR 752.7003 DOCUMENTATION FOR PAYMENT (NOV 1998)

G.8 INVOICING INSTRUCTIONS

G.9 PAYING OFFICE

G.10 ACCOUNTING AND APPROPRIATION DATA

G.11 CONTRACTOR SPECIFIC INFORMATION/POINT OF CONTACT

SECTION H – SPECIAL CONTRACT REQUIREMENTS

Request for Proposals 72027818R00005 USAID/Jordan Enhancing School Management and Planning

H.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

H.2 AIDAR 752.225-70 SOURCE AND NATIONALITY REQUIREMENTS (FEB 2012)

H.3 AIDAR 752.7004 EMERGENCY LOCATOR INFORMATION (JUL 1997)

H.4 INSURANCE AND SERVICES

H.5 AUTHORIZED GEOGRAPHIC CODE

H.6 GOVERNMENT PROPERTY

H.7 LOGISTIC SUPPORT

H.8 LANGUAGE REQUIREMENTS

H.9 AIDAR 752.7007 PERSONNEL COMPENSATION (JUL 2007)

H.10 ADDITIONAL REQUIREMENTS FOR PERSONNEL COMPENSATION

H.11 EMPLOYMENT COSTS OF THIRD COUNTRY NATIONALS (TCNS) AND COOPERATING

COUNTRY NATIONALS (CCNS)

H.12 FOREIGN GOVERNMENT DELEGATIONS TO INTERNATIONAL CONFERENCES (JUN 2012) .. 47

H.13 REPORTING OF FOREIGN TAXES (JULY 2007)

H.14 USAID DISABILITY POLICY - (DEC 2004)

H.15 AIDAR 752.7032 INTERNATIONAL TRAVEL APPROVAL AND NOTIFICATION

REQUIREMENTS (APR 2014)

H.16 AIDAR 752.245.71 TITLE TO AND CARE OF PROPERTY

H.17 CONFLICTS OF INTEREST

H.18 ENVIRONMENTAL COMPLIANCE

H.19 AIDAR 752.7013 CONTRACTOR-MISSION RELATIONSHIPS (OCT 1989)

H.20 CONSENT TO SUBCONTRACT

H.21 COMPETITION AND SUBCONTRACTING

H.22 VALUE ADDED TAX AND CUSTOMS DUTIES

H.23 PRESS AND PRESS RELATIONS

H.24 PROHIBITION AND ASSISTANCE TO DRUG TRAFFICKING

H.25 GOVERNMENT FURNISHED FACILITIES OR PROPERTY

H.26 ORGANIZATIONAL CONFLICT OF INTEREST

H.27 NONDISCRIMINATION (JUNE 2012)

H.28 AMERICAN EMBASSY COMMUNITY SERVICE ASSOCIATION (AECSA)

H.29 SOVEREIGN RELATIONSHIPS

H.30 CONFERENCE PLANNING AND REQUIRED APPROVALS (AUGUST 2013)

H.31 USAID-FINANCED THIRD-PARTY WEB SITES (AUGUST 2013)

H.32 USAID IMPLEMENTING PARTNER NOTICES (IPN) PORTAL FOR ACQUISITION (JULY 2014) . 57

H.33 STANDARDS OF CONDUCT – IMPROPER BUSINESS PRACTICES

H.34 CONTRACTOR’S USE OF PROJECT VEHICLES AND LIABILITY INSURANCE REQUIREMENTS

FOR PRIVATELY OWNED VEHICLES

H.35 CONFIDENTIALITY AND OWNERSHIP OF INTELLECTUAL PROPERTY

H.36 DISCLOSURE OF INFORMATION

H.37 BUSINESS CLASS TRAVEL

H.38 SUBMISSION OF DATASETS TO THE DEVELOPMENT DATA LIBRARY (DDL)

PART II – CONTRACT CLAUSES

SECTION I – CONTRACT CLAUSES

I.1. NOTICE LISTING SOLICITATION AND CONTRACT CLAUSES INCORPORATED BY REFERENCE

I.2. FAR 52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE (FEB 1998)

I.3. FAR 52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

I.4. AIDAR SOLICIATION PROVISIONS INCORPORATED BY REFERENCE (FEB 1998)

I.5. AIDAR CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

I.6. 52.204-1 APPROVAL OF CONTRACT (DEC 1989)

I.7. 52.209-9 UPDATES OF PUBLICLY AVAILABLE INFORMATION REGARDING RESPONSIBILITY

MATTERS

I.8. 52.215-19 NOTIFICATION OF OWNERSHIP CHANGES (OCT 1997)

I.9. 52.215-23 LIMITATIONS ON PASS-THROUGH CHARGES (OCT 2009)

I.10. 52.216-7 ALLOWABLE COST AND PAYMENT (JUNE 2013)

I.11. 52.222-35 EQUAL OPPORTUNITY FOR VETERANS (OCT 2015)

I.12. 52.222-36 EQUAL OPPORTUNITY FOR WORKERS WITH DISABILITIES (JUL 2011)

I.13. 52.222.50 COMBATING TRAFFICKING IN PERSONS (MAR 2015)

I.14. 52.229-8 TAXES – FOREIGN COST-REIMBURSEMENT CONTRACTS (MAR 1990)

I.15. 52.244-2 SUBCONTRACTS (OCT 2010) – ALTERNATIVE I (JUN 2007)

I.16. 52.247-67 SUBMISSION OF TRANSPORTATION DOCUMENTS FOR AUDIT (FEB 2006)

I.17. 52.252-4 ALTERATIONS IN CONTRACT (APR 1984)

I.18. 752.209-71 ORGANIZATIONAL CONFLICTS OF INTEREST DISCOVERED AFTER AWARD

(JUN 1993)

I.19. 752.219-70 USAID MENTOR- PROTÉGÉ PROGRAM (JUL 2007)

PART III – LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS

SECTION J – LIST OF ATTACHMENTS

PART IV – REPRESENTATIONS AND INSTRUCTIONS

SECTION K – REPRESENTATIONS, CERTIFICATIONS, AND OTHER STATEMENTS OF OFFERORS

K.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

K.2 52.204-8 ANNUAL REPRESENTATIONS AND CERTIFICATIONS (JAN 2018)

K.3 INSURANCE - IMMUNITY FROM TORT LIABILITY

K.4 AGREEMENT ON, OR EXCEPTIONS TO, TERMS AND CONDITIONS

K.5 52.209-5 CERTIFICATION REGARDING RESPONSIBILITY MATTERS (JUL 2013)

K.6 52.215-6 PLACE OF PERFORMANCE (OCT 1997)

K.7 52.219-22 SMALL DISADVANTAGED BUSINESS STATUS (OCT 1999)

K.8 52.230-1 COST ACCOUNTING STANDARDS NOTICES AND CERTIFICATION (OCT 2015)

K.9 52.222-56 CERTIFICATION REGARDING TRAFFICKING IN PERSONS COMPLIANCE PLAN

(MARCH 2015)

K.10 52.230-7 PROPOSAL DISCLOSURE – COST ACCOUNTING PRACTICE CHANGES (APR 2005) .. 96

K.11 AGREEMENT ON OR EXCEPTIONS TO, TERMS AND CONDITIONS

K.12 SIGNATURE

SECTION L - INSTRUCTIONS TO OFFERORS

L.1. 52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE

L.2 52.215-1 INSTRUCTIONS TO OFFERORS—COMPETITIVE ACQUISITION (JAN 2017)

L.3 52.215-22 LIMITATIONS ON PASS-THROUGH CHARGES—IDENTIFICATION OF SUBCONTRACT

EFFORT (OCT 2009) ............................................................................ ERROR! BOOKMARK NOT DEFINED.

L.4 52.216-1 TYPE OF CONTRACT (APR 1984)

L.5 52.214-35 SUBMISSION OF OFFERS IN U.S. CURRENCY (APR 1991)

L.6 52.233-2 SERVICE OF PROTEST (SEPT 2006)

L.7 ADDITIONAL INSTRUCTIONS TO OFFERORS

L.8 DELIVERY INSTRUCTIONS

L.9 INSTRUCTIONS FOR THE PREPARATION OF THE TECHNICAL PROPOSAL

L.10 INSTRUCTIONS FOR PREPARATIONS OF COST PROPOSALS

L.11 LATE SUBMISSIONS

SECTION M – EVALUATION FACTORS FOR AWARD

M.1 GENERAL INFORMATION

M.2 TECHNICAL EVALUATION CRITERIA

M.3 DETERMINATION OF COMPETITIVE RANGE

M.4 SOURCE SELECTION

M.5 CONTRACTING WITH SMALL BUSINESS CONCERNS

PART I – SCHEDULE

SECTION B – SUPPLIES OR SERVICES AND PRICE/COSTS

B.1 PURPOSE

The purpose of this contract is to improve the time and budget management as well as overall quality of the school environment in Jordan by enhancing the planning, oversight, and operation and maintenance capabilities of the Ministries of Education and Public Works and Housing.

B.2 CONTRACT TYPE

This will be Cost-Plus-Fixed-Fee (CPFF) completion-type performance based contract. For the consideration set forth below, the Contractor shall provide the results or outputs described in Sections C and F and comply with all contract requirements. The Contractor must also comply with all other contract requirements.

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

(a) The total estimated cost and ceiling for the performance of the work required hereunder, 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). USAID will not pay the Contractor any sum in excess of the total estimated cost.

(b) 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 and unless authorized by the Contracting Officer in accordance with Federal Acquisition Regulation (FAR) 52.232-22, entitled, “Limitation of Funds.”

(c) Funds obligated hereunder are anticipated to be sufficient through (TBD).

(d) Fixed Fee Schedule of Payment. In accordance with FAR 16.306 and 52.216-8, the fixed fee will be paid on a quarterly fixed fee schedule with fee payments based on the reasonable achievement of performance standards to be verified by the COR.

B.4 BUDGET AND CEILING PRICE

The following Contract Line Item Number (CLIN) structure is designed to provide an objective-based budget for the period of the Contract.

CLIN 0001: Result 1.A CLIN 0002: Result 1.B CLIN 0003: Result 1.C CLIN 0004: Result 2.A CLIN 0005: Result 2.B

CLIN 0006: Result 2.C CLIN 0007: Result 3.A CLIN 0008: Result 3.B CLIN 0009: Result 4.A CLIN 00010: Fixed Fee

This is an example for the distribution of budget line items:

Cost Element Year 1 Year 2 Year 3 Year 4 Totals Result 1.A Result 1.B Result 1.C Result 2.A Result 2.B Result 2.C Result 3.A Result 3.B Result 4.A Total Estimated Cost Fixed Fee Total Estimated Cost Plus fee

B.5. INDIRECT COSTS

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 appropriate bases pursuant to the contractor’s current executed Negotiated Indirect Cost Rate Agreement:

(To be determined at time of award)

Description Rate Base Type Period

TBD TBD 1/ 1/ 1/

TBD TBD 2/ 2/ 2/

1/ Base of Application: TBD

Type of Rate: TBD Period: TBD

2/ Base of Application: TBD

Type of Rate: TBD Period: TBD

Note: The Contractor is allowed to recover applicable indirect costs (i.e., overhead, G&A, etc.)

on other direct costs (ODCs), if it is part of the Contractor’s usual accounting procedures, consistent with FAR Part 31, and Negotiated Indirect Cost Rate Agreement (NICRA).

B.6. FAR 52.216-8 FIXED FEE (JUN 2011)

(a) The Government shall pay the Contractor for performing this contract the fixed fee specified in the Schedule.

(b) Payment of the fixed fee shall be made as specified in the Schedule; provided that the

Contracting Officer withholds a reserve not to exceed 15 percent of the total fixed fee or $100,000, whichever is less, to protect the Government’s interest. The Contracting Officer shall release 75 percent of all fee withholds under this contract after receipt of an adequate certified final indirect cost rate proposal covering the year of physical completion of this contract, provided the Contractor has satisfied all other contract terms and conditions, including the submission of the final patent and royalty reports, and is not delinquent in submitting final vouchers on prior years’ settlements. The Contracting Officer may release up to 90 percent of the fee withholds under this contract based on the Contractor’s past performance related to the submission and settlement of final indirect cost rate proposals.

B.7. FIXED FEE PAYMENT

As stated in B.3.(d), fixed fee will be paid quarterly based on reasonable achievement of performance standards in the Performance Work Statement (PWS) or Work Plan.

B.8. COST REIMBURSABLE

The US dollar costs allowable must be limited to reasonable, allocable and necessary costs determined in accordance with FAR 31 (Contract Cost Principles), FAR 52.216-7 (Allowable Cost and Payment), FAR 52.216-8 (Fixed Fee), if applicable, and AIDAR 752.7003, Documentation for Payment.

[END OF SECTION B]

SECTION C: DESCRIPTION/SPECIFICATIONS/ STATEMENT OF OBJECTIVES

Title: Enhancing School Management and Planning Project

C.1. Purpose

The overall project objective is to improve the time and budget management as well as overall quality of the school environment in Jordan by enhancing the planning, oversight, and operation and maintenance capabilities of the Ministries of Education and Public Works and Housing.

C.2 Background and Development Challenges

USAID investment in Jordan’s education sector began in 2003. Over the last fifteen years USAID has prioritized partnering with the Ministry of Education (MOE) to assist children and youth in acquiring the necessary skills to be productive citizens. USAID based its education assistance on priorities outlined in the Government of Jordan (GOJ) Education Reform for the Knowledge Economy (ERfKE) program, which has been a sector-wide strategy for upgrading and transforming the way Jordan’s children learn. Going forward, USAID investment will continue to be aligned with other key GOJ strategies, including the National Human Resource Development Strategy and the Education Strategic Plan, which is currently under development.

The GOJ national priorities are guided by the “Education for Prosperity: Delivering Results – A National Strategy for Human Resource Development 2016-2025.” Under the Basic and Secondary Education Strategy, the GOJ’s goal is that, by 2025, all children complete equitable and quality primary and secondary education, leading to relevant and effective learning outcomes. One of the strategic objectives under this goal is to provide increased access – ensuring that schools offer conducive learning environments, that school infrastructure is updated, and that GOJ resources are strategically allocated to meet demand. Improving the quality of infrastructure planning, construction, and operation and maintenance (O&M) will contribute to the GOJ’s objective of providing better learning environments for students.1

Public school construction in Jordan is implemented through the MOE and the Ministry of Public Works and Housing (MPWH). The MOE is responsible for providing the initial data for schools, including the nomination of schools for renovation, expansion, or construction; and providing essential data to initiate the Architect and Engineering services (A/E) design process. The MPWH manages the school design and construction process by hiring specialized A/E and construction firms. After construction is completed, the MPWH and MOE form a committee to review and approve the final work before officially transferring responsibility for the school over to the MOE. Usually there is a two-year defects liability period during which the construction contractor is responsible for repairing any faults in the construction.

USAID supports the MOE and MPWH in developing the design guidelines for all school renovations, expansions, and construction of new schools through the ongoing, USAID-funded school infrastructure projects. All USAID-funded construction contracts are implemented by the

1 http://www.mohe.gov.jo/en/Documents/National%20HRD%20Strategy-en.pdf

MPWH through host-country contracts. These contracts include construction, supervision and construction management, and are selected through a Special Tendering Committee (STC) under the MPWH.

There are over 3,700 public schools in Jordan, which serve an estimated 1.3 million students across the Kingdom. This does not include private schools, United Nations Relief and Works Agency (UNRWA) schools, or other governorate schools. Many of these schools are double-shifted, or have one shortened morning and one shortened afternoon session.

Although the reported average teacher/student ratio at the national level is considered acceptable, the reality is this ratio doesn’t represent the actual situation in most schools. The rationalization study2 indicated that most of the schools in major cities are extremely overcrowded, while many schools in rural areas are underutilized. The increased numbers of students due to the natural population growth and coupled with the influx of refugees from neighboring countries puts pressure on the MOE’s limited resources and continues to overcrowd schools in urban areas.

A full background, including USAID school construction programs; GOJ school construction process; other stakeholder involvement; relationship to U.S. foreign policy interests and USAID-wide policies and strategies (including USAID/Jordan’s 2013-2019 Country Development Cooperation Strategy (CDCS)3) can be found in Attachment J.3. . USAID commissioned a School Construction Stakeholder Assessment in April 2015 to better understand the issues in each step of the planning, construction, and operation phases under USAID funded school construction projects. This additional background information can be found in Attachment J.1.

C.3. Link to Mission Strategy and Government Priorities:

The Enhancing School Management and Planning Project is specific to advancing CDCS Development Objective (DO) 3: Social Sector Quality Improved. Its focus is Intermediate Result (IR) 3.2: Learning outcomes for all students in Jordan improved. The Education and Youth Results Framework can be found below.

2http://www.nchrd.gov.jo/assets/PDF/Studies/En/School%20Rationalization%20Report%20%20Final%203-11- 12.pdf 3https://www.usaid.gov/sites/default/files/documents/1883/Amended-Jordan-Country-Development-Strategy- March-2015.pdf

This project shall report specifically on the following results indicators:

● 3.2.1.b Number of policy changes that contribute to improved quality of education

● 3.2.1.3.a Number of improved planning and management systems within the GOJ

C.4. STATEMENT OF OBJECTIVES:

The contract resulting from this Statement of Objectives (SOO) must improve the existing management systems and procedures used by the GOJ (through the MPWH and MOE) for the planning, construction, and utilization of public schools in Jordan. This project is conceptualized under the hypothesis that if the local implementers of school infrastructure have increased capacity to plan, design, build, and maintain improved learning environments, then the enabling environment for quality education will be enhanced and students will benefit and show improved learning outcomes. Project components shall be structured in a way that will ensure the best level of performance for the project with the maximum efficiency. The following areas that impact school infrastructure projects shall be incorporated under all components:

1. School planning process (e.g. site selection, staffing)

2. Data for decision making

3. School construction design standards, requirements, design review, and approval processes

4. GOJ procurement of A/E and construction services (tendering procedures and parameters)

5. Construction management and supervision

6. School maintenance, operation, and utilization

Components, Results, and Performance Standards

The resulting contract is expected to achieve the following results and sub-results which are grouped in four components:

Component 1: Assessments

Result 1.A. General Assessment: Baseline data collection developed on the current systems and procedures in place within MOE and MPWH for the infrastructure cycle referred to above

Result 1.B Behavior Change Study conducted Result 2.C Needs Assessment of public schools to identify overcrowded and underutilized schools

Component 2: Policy and Systems Strengthening

Result 2.A. Improved policies and procedures at the MOE and MPWH Result 2.B. Procedures and requirements developed and implemented that will impact the non-governmental stakeholders Result 2.C. MOE and key stakeholders engaged in assisting schools

Component 3: Human Resources, Staff Development, and Training

Result 3.A Staffing plan developed for directorates within MPWH and

MOE

Result 3.B Best Management Practices and Communication Implemented and Sustainable at the MOE and MPWH

Component 4: Sustainability of Increased Capacity

Result 4.A MOE And MPWH Capacity Built And Sustainability Plan Developed

Component 1. Assessments

The objective of this component is to identify the key areas in need of capacity development in every stage of the school construction process: from planning to construction to long term maintenance. Assessments shall inform all components of this project and are, therefore, considered cross cutting.

The following three assessments must be implemented under this component:

Result 1.A General Assessment: Baseline Data Collection Developed on the Current Systems and Procedures in Place within MOE and MPWH for the Infrastructure Cycle Referred to Above

Prior to the implementation of any activity, the Contractor must conduct a general assessment that evaluates the situation of schools in Jordan across the different stages of implementation and utilization (i.e., planning, design, tendering, construction, handover, and O&M). In order to obtain better results, the data shall be disaggregated by geographical areas, age groups, sex, and other factors that may impact the school infrastructure planning and utilization. The assessment shall include schools from the different geographical areas in Jordan to identify any patterns that are general or specific to certain neighborhoods or governorates. The assessment shall include a review of maintenance issues and a comparison of advantages of continuous preventative and curative maintenance compared with the impact on the learning environment and the cost of renovating, replacing, or major maintenance from delayed action. The purpose of this assessment is to demonstrate to GOJ counterparts the cost savings related to continuous maintenance vs.

curative maintenance.

Under the construction phase, the assessment shall identify risk factors related to the quality of design and implementation of school infrastructure projects including but are not limited to qualifications of local engineering and construction firms, and compliance with the time, quality and safety standards.

The assessment shall also include a review of existing laws, bylaws, procedures and systems that govern or impact the school infrastructure implementation and utilization. It is expected that the Contractor review previous reports and studies related to school planning and utilization in Jordan and conduct analysis of all collected data to identify findings, challenges, opportunities, best practices and recommendations.

Result 1.B. Behavior Change Study conducted

One key aspect in the capacity development of an entity (in this case, the MOE and MPWH) is understanding how to incentivize positive behavior change. The Contractor shall collect the data from the field, meet with key stakeholders and determine what are the behavioral factors and practices that impact the planning, implementation, and utilization of schools. This study shall identify challenges, provide analysis of these challenges, and propose possible ways to address them. Topics may include: how to get ownership and participation by parents and community and opportunities, incentives, and motivation for MOE and MPWH staff and other stakeholders to change their processes.

Results must include, but are not limited to the following:

● Development of a research design to identify ways to incentivize MOE and MPWH employees to change their behavior and adapt to new methods and processes that will lead to improved performance.

● Development of a baseline data collection plan within the first six months of the program

● Development of indicators that will measure behavior change within the Performance Monitoring Plan.

● Delivery of seminars and/or workshops to discuss the study results with the MOE, MPWH, and other stakeholders.

Result 1.C. Needs Assessment of public schools to identify overcrowded and underutilized schools

In consultation with USAID and the MOE, the Contractor shall conduct a needs assessment of all public schools in Jordan according to the following:

1. Overcrowded schools: identify the most overcrowded schools; update the current MOE information on the existing school infrastructure, including assessment of existing buildings, land deeds, and ownership for the schools identified as overcrowded; and identify all obstacles and issues related to school sites and provide recommendations to overcome these obstacles.

2. Schools at capacity: Identify locations, provide a brief physical condition description, and projected future needs within the community.

3. Underutilized schools: Identify locations, provide a brief physical condition description and identify possible options for elimination and consolidation with other schools.

Component 2. Policy and Systems Strengthening

Result 2.A. Improved Policies and Procedures at the MOE and MPWH

Collaborative engagement with the ministries to improve or create policies, procedures, systems, and tools to address gaps and challenges (e.g. planning, tendering, and maintenance) is essential.

This collaborative process must engage all levels of the MOE and MPWH for input and buy in.

The contractor is expected to achieve the following results under this component:

1. MOE and MPWH will have effective quality assurance criteria (e.g. checklists, field visits, providing timely feedback, etc.) for design reviews.

2. The MOE has a more equitable school selection and enrollment process.

3. Past performance database (with criteria) and training for Government Tenders

Department (GTD) and MPWH staff implemented and used.

4. MPWH employs improved current grading system for construction contractors to include more than just fiscal factors and/or to include a secondary technical evaluation process before awarding to the lowest bidder.

5. MPWH construction contracts shall include incentives and/or penalties depending on performance. A process for contractor performance evaluation shall be established.

6. MPWH employs guidelines and best practices for selecting construction management supervision contractors.

7. MPWH maintains an “as built” drawing database for all MPWH school projects.

8. MOE develops and implements a system of requirements to be qualified to perform school maintenance and maintains a list of pre-qualified vendors for maintenance with certified and trained staff.

9. MOE schools have manuals, maintenance checklists, placards, and training procedures for what to do in different maintenance situations at the school level (including training of teachers, principals, and directorates).

10. MOE schools can troubleshoot easy maintenance issues and procedures for determining when more qualified support is needed.

11. MOE develops and maintains annual plans to include preventative and curative maintenance, including a breakdown of budget needs.

Result 2.B Procedures and requirements developed and implemented that will impact the non-governmental stakeholders (e.g., Jordan Engineers Association, Jordan Construction Contractors Association)

The contractor must develop and implement procedures and requirements (e.g. certification process for engineering and construction firms) as outlined in Attachment J.2, to increase the capacity of non-governmental stakeholders and/or USAID implementing partners, including construction supervision staff and contractors’ staff, to improve the the quality of supervision and construction for local firms.

Result 2.C. MOE and Key Stakeholders Engaged in Assisting Schools

Update and upgrade the MOE GIS map to include all the information resulted from the needs assessment (Result 1.C), in addition to information on all previous, current, and planned projects in all schools, including funding source(s) and timeline for implementation.

The ownership of all developed software applications with all rights shall be transferred to the relevant ministries.

Component 3. Human Resources, Staff Development, and Training

Result 3.A Staffing plan developed for directorates within MPWH and MOE

A staffing plan for each relevant directorate within the MPWH and MOE must be developed and maintained by the MOE. This ensures that each department within the central Ministries as well as the field directorates (the decentralized offices divided by region and population that help the central government manage schools) are able to manage their duties in an efficient and timely manner. The plan should take into consideration the workload, roles and responsibilities of each position and ensure coordination and complementarity with ongoing GOJ reforms and strategies.

The staffing plan shall include a written Position Description for each necessary position and advise the MOE and MPWH on any staffing gaps.

Result 3.B Best Management Practices and Communication Implemented and Sustainable at the MOE and MPWH

USAID envisions that the MOE and MPWH staff shall be fully knowledgeable and capable to implement new policies and procedures and best practices for management and communications.

The Contractor must work with the MOE and MPWH to ensure that they can maintain current staff and train new staff after the project has ended. This project will train field directorates in order to provide training and guidance to all principals and staff within their region and will establish training and certification requirements as well as a plan for continuous reinforcement of new procedures. Under this component, the Contractor must develop a staff training plan identifying training needs and continuous development. Also, this project aims to train school staff on best practices related to school management, utilization, and maintenance. The training shall focus on USAID-funded schools and shall be ready to be replicated in other MOE schools as well.

Component 4. Sustainability of Increased Capacity

Result 4.A MOE And MPWH Capacity Built And Sustainability Plan Developed

This result aims to develop and strengthen the capacity building provided to the MOE, MPWH, and other key partners, such as non-governmental, private sector associations and A&E firms. The contractor shall design sustainability plan with the cooperation of key beneficiaries, and shall include assigned tasks and timelines for key personnel to continue implementation of policies, procedures, and training. All proposed systems, procedures, and trainings must be sustainable before the implementation of such systems: the contractor shall not propose or develop a system that will not be sustainable. The Contractor is expected to achieve the following results under this component:

● MOE and MPWH staff capable of verifying implementation of new policies and practices.

● MOE and MPWH staff capable of evaluating and monitoring implementation of training with follow-up when necessary.

● The Contractor identifies any additional gaps and provides training or policy development to address outlying issues.

● Schools must be able to address sustainability of infrastructure improvements with issues such as vandalism and school cleanliness through parental and community involvement.

Develop tools to ensure parental involvement and accountability to address these issues.

C.5 Cross Cutting Issues:

The Contractor is also expected to contribute, where applicable, to USAID’s cross-sectoral intermediate results related to the four cross-cutting results into the Project:

● Youth: Opportunity, well-being, and civic engagement for youth improved

● Population: Impacts of rapid population growth alleviated and/or mitigated

● Cohesion and Resilience: Institutions and mechanisms to build cohesion and resilience strengthened

● Gender: Gender equality and female empowerment enhanced

The interventions of the three activity components are expected to have some indirect impacts on all cross cutting results. See below for additional information related to gender.

C.5.1 Gender Considerations:

It is essential that the contractor be cognizant and considerate to gender specific issues, priorities, and norms. All activities must be gender-sensitive. All statistics and data should be disaggregated by age group and sex.

Students in Jordan are separated by sex after Grade 4. Boys and girls schools have different challenges when looking at access and safe and productive learning environments. There are some aspects that encourage absenteeism among both boys and girls, including lack of temperature control and access to basic sanitation.

Recent studies indicated a lot of challenges that are more prevalent in boys’ schools. Bullying by both teachers and older students is an issue. The schools are often run down, with students vandalizing the electrical works, furniture, and doors. Absenteeism and ditching are also frequently observed.

In general, girls’ schools are better maintained and are considered better managed. Girls outperform boys in writing and math skills. Girls’ schools require special security and privacy measures, and school planning must consider that girls’ schools must be located near the home and offer a safe commute to and from school, or offer alternative transportation options.

C.5.2 Communication Strategy:

This activity supports both the MPWH and MOE. The Contractor, USAID, MOE, MPWH and other actors must work together to develop and implement a communications plan for the capacity building of all stakeholders identified under this project. The communication plan must also ensure that any activities or products developed adhere to USAID marking and branding policies.

C.5.3 Sustainability:

Sustainability is a key aspect of the project, as described in Component 3. Training and policy development without the long term commitment of those being trained to continue to practice new methodologies and standard practices will not make any lasting impact on the education of Jordan’s youth. Every step in the design and implementation of this project must include the buy in and commitment of the MOE and MPWH. A major activity of the project will be to develop and implement an innovative sustainability plan to continue the best practices, policies, studies, and activities developed during the program.

C.5.4 Geographic Coverage:

The geographical focus is Kingdom-wide. The majority of the work will take place in Amman, working with the central Ministries and local architecture and engineering firms, but a key component will also be working with the Field Directorates and a variety of principals and staff nationwide.

C.5.5 Disability:

The capacity building of the MOE should include technical support for advancing accessibility for all schools built or renovated in Jordan. The Contractor shall review the existing requirements within the MOE laws and work with the MOE and MPWH to update these requirements according to international standards and the principles of Universal Design to ensure that they are incorporated in all new school designs. The Contractor will consult with persons with disabilities (PWDs) and/or disabled persons organizations (DPOs) when reviewing and updating the accessibility requirements in order to incorporate the perspectives of PWDs.

The Contractor shall also provide training for MOE, MPWH, and other relevant stakeholders to understand accessibility concepts and requirements and the myriad forms of disability and access that properly designed infrastructure can address.

C.5.6 Vulnerable Populations:

The Contractor shall take into consideration the impact of the Syrian refugees on the public school system. One of the major challenges facing the MOE today is the influx of Syrian refugees into the public school system. The GOJ has agreed to host Syrians in its schools, and the majority of Syrians have been absorbed into local host communities, not into refugee camps.

These additional estimated 130,000 students are being absorbed into already crowded schools, requiring the MOE to double shift up to 98 schools, mostly in the north and central regions of Jordan. USAID’s construction programs will help to alleviate overcrowding, but also require the Contractor to properly plan and identify those areas with the biggest needs.

C.5.7 Technology:

The Education Management Information System (EMIS) is a sector-wide tool which collects and analyzes data, provides standard education indicators and powerful data visualizations, identifies disparities and gaps, facilitates resource allocation and data-driven decisions, improves planning, and monitoring and delivers through a web-based interface. The Contractor must support MOE in the continuous updating and verification of data entered into the EMIS system to be able to use this essential tool for its designed intent.

C.5.8 Coordination:

The Contractor shall work closely with multiple governmental and non-governmental actors.

This activity shall work with all levels of government, different donor organizations, the private sector, and school staff, students, and communities. These will include, but are not limited to:

• MPWH

1. Government Tendering Directorate

2. Studies Department

3. Supervision Department

4. Field Directorates

• MOE

1. Planning Directorate

2. Building and Maintenance Directorate

3. Development Coordination Unit

4. Procurement

5. Field Directorates

6. Schools

• Private sector

1. Architecture and Engineering firms

2. Construction firms

3. Local associations (Jordan Engineers Association, Jordan

Construction and Contractors Association)

• Local communities and parents

The ultimate target beneficiaries are the students, who will directly benefit from an improved learning environment directly and will indirectly benefit from increased capacity of the GOJ ministries responsible for providing their education. Other target beneficiaries are MPWH and MOE staff, both at the central level and at the field directorates; the private sector (A&E and construction firms) and local associations (e.g., Jordan Engineers Association, Jordan Construction and Contractors Association); and local communities and parents.

C.6 Monitoring and Evaluation

Monitoring and reporting results is a key element of USAID programs. The USAID/Jordan mission requires all Activity Monitoring, Evaluation and Learning Plans (AMELPs) to have established data collection and analysis, monitoring, and verification procedures to not only track progress toward objectives, but also support and facilitate a continuous process of learning and translating knowledge into better practices (i.e., developmental learning). Data and information is used to improve performance and effectiveness as well as to inform planning and management decisions. The Contractor will create a monitoring and evaluation (M&E) system that will identify staffing requirements and technical support and a routine data collection system, including controls for data quality. The Contractor shall collect and synthesize the monitoring reports of monitoring visits by the activity staff to better understand challenges, problems, and successes, and will submit consolidated reports to USAID. The monitoring system shall share lessons learned with activity beneficiaries and other stakeholders.

The Contractor shall develop final indicators and targets for the achievement of program objectives and submit them as part of the overall AMELP. These indicators will be aligned with, and feed into, the Mission’s Performance Management Plan (PMP). The Contractor will describe proposed data collection and verification strategies to ensure reliability and accuracy of progress towards expected results. The Contractor is encouraged to collaborate with relevant stakeholders in monitoring efforts to assure that monitoring and evaluation systems are as cost effective as possible. The Contractor should propose activity level indicators in addition to illustrative indicators provided that will measure program progress and impact more effectively.

SECTION D – PACKING 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 COR 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 POLICY AND STRATEGY

The Contractor must comply with the requirements of the policy directives and required procedures outlined in USAID Automated Directive System (ADS) 320.3.2 “Branding and Marking in USAID Direct Contracting” at http://www.usaid.gov/ads/policy/300/320; and USAID "Graphic Standards Manual" available at www.usaid.gov/branding, or any successor branding policy.

[END OF SECTION D]

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

SECTION E – INSPECTION AND ACCEPTANCE

E.1 NOTICE LISTING CONTRACT CLAUSE INCORPORATED BY REFERENCE

The following contract clauses pertinent to this section are hereby incorporated by reference (by Citation Number, Title, and Date) in accordance with the clause at FAR "52.252-2 CLAUSES INCORPORATED BY REFERENCE" in Section I of this contract. See FAR 52.252-2 for an internet address (if specified) for electronic access to the full text of a clause.

NUMBER TITLE DATE

FEDERAL ACQUISITION REGULATION (48 CFR Chapter 1)

52.246-5 INSPECTION SERVICES-COST-REIMBURSEMENT APR 1984

E.2 INSPECTION AND ACCEPTANCE

USAID inspection and acceptance of all services, reports and other required deliverables or outputs under this proposed contract must take place at:

USAID/Jordan Education and Youth Office Amman, Jordan 6050 Amman Place 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 the authority to inspect and accept all services, reports and required deliverables or outputs.

Consistent with 52.246-5, the Contractor shall provide and maintain an inspection system acceptable to the Government covering the services under this contract. Complete records of all inspection work performed by the Contractor shall be maintained and made available to the Government during contract performance and for as long afterwards as the contract requires.

[END OF SECTION E]

SECTION F – DELIVERIES OR PERFORMANCE

F.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

The following contract clauses pertinent to this section are hereby incorporated by reference (by Citation Number, Title, and Date) in accordance with the clause at FAR "52.252-2 CLAUSES INCORPORATED BY REFERENCE" in Section I of this contract. See FAR 52.252-2 for an internet address (if specified) for electronic access to the full text of a clause.

NUMBER TITLE DATE

FEDERAL ACQUISITION REGULATION (48 CFR Chapter 1)

52.242-15 STOP-WORK ORDER AUG 1989

ALTERNATE I APR 1984

52.243-2 CHANGES—COST-REIMBURSEMENT AUG 1987

F.2 PERIOD OF PERFORMANCE

The period of performance for this contract is four years.

F.3 PLACE OF PERFORMANCE

The contract place of performance will be Jordan.

F.4 AUTHORIZED WORK WEEK

The Contractor is authorized up to a 5 day workweek for long-term staff in the field and 6 day workweek for short-term advisors in the field with no premium pay. This contract does not allow work in excess of 5 days per week without prior written approval by USAID’s Contracting Office Representative (COR) and no overtime is authorized under this contract.

F.5 KEY PERSONNEL

Key personnel must include the Chief of Party, Deputy Chief of Party, and Capacity Building Specialist and may, subject to USAID review and approval also include any other full time resident expatriate advisor(s) and Jordanian personnel functioning in positions deemed sensitive and critical to the achievement of each stated result provided in Section C

The key personnel that the Contractor must furnish for the performance of the resulting contract are as follows:

Name/Position Title /

Name/Position Title /

Key personnel are considered to be essential to the work being performed hereunder. Prior to replacing any of the specified individuals, the Contractor must notify both the CO and the COR reasonably in advance and must submit written justification (including proposed substitutions) in sufficient detail to permit evaluation of the impact on the contract. No replacement may be made by the Contractor without the written approval of the CO.

The failure to provide the key personnel designated above may be considered nonperformance unless such failure exists beyond the control, and through no fault or negligence, of the Contractor.

USAID reserves the right to adjust the level of key personnel during the performance of this contract.

F.6 PERFORMANCE STANDARDS

The evaluation of the contractor's overall performance in accordance with the performance standards set forth in the resultant Performance Work Statement will be conducted jointly by the Contracting Officer’s Representative (COR) and the Contracting Officer in accordance with the Contractor Performance Assessment Reporting Systems (CPARS) and shall form the basis of the Contractor's permanent performance record with regard to this contract as required by FAR

42.15 and AIDAR 742.15.

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

(1) Quality

(2) Schedule

(2) Cost Control

(3) Management

(4) Small Business Subcontracting

(5) Regulatory Compliance

F.7 REPORTS AND DELIVERABLES OR OUTPUTS

In addition to the requirements set forth for submission of reports in Sections I and J, and in accordance with AIDAR clause 752.242-70, Periodic Progress Reports, the Contractor shall submit reports, deliverables or outputs to the COR as further described below. All reports and other deliverables shall be in the English language, unless otherwise specified by the COR. The contractor shall promptly notify the COR of any problems, delays or adverse conditions which materially impair the implementer’s ability to meet the requirements of the Contract. All reports will be submitted to the COR in electronic copy.

a. Draft First Year…