BGA Revised RFP_72027820R00002-Amd02.pdf

Solicitation Number: 72027820R00002 Issue Date: June 25, 2020 Proposals Due: 12:00 pm, August 9, 2020 Jordan Time ( UTC +2 ) Revised Proposal Due Date and Time: 16:30 pm, August 31, 2020 Jordan Time (UTC +3)

Subject: Request for Proposal (RFP) for “Business Growth Activity” Contracts

Dear Potential Small Business Offerors:

The United States Agency for International Development, through its Mission in Jordan seeks proposals from qualified Small Business concerns interested in providing services as described in the Statement of Objectives of the attached solicitation.

As defined under the Small Business Act, FAR 2.101, and FAR 52.219-6, a small business concern means a concern, including its affiliates, which is independently owned and operated, not dominant in its field of operation in which it is bidding on Government contracts, and qualified as a small business under the size standards in this solicitation.

In accordance with FAR 19.301-1(a), to be eligible for award as a small business, an offeror must represent in good faith that it is a small business at the time of its written representation. An offeror may represent that it is a small business concern in connection with a specific solicitation if it meets the definition of a small business applicable to the solicitation and has not been determined by the Small Business Administration (SBA) to be other than a small business.

USAID anticipates awarding a five-year combination award consisting of a performance-based Cost-Plus-Fixed-Fee (CPFF) completion CLIN and a CPFF term CLIN, with a total estimated range of $40,000,000-$50,000,000 for the implementation of this activity, covering an estimated period of five years. Under the term CLIN, the Government estimates 2,790 days level of effort (this is an estimate only). Offerors must propose realistic and reasonable costs for the work described in their proposal. USAID encourages the most efficient and effective approach for achieving the expected results.

This procurement is competed among eligible Small Businesses and will be conducted under Federal Acquisition Regulation (FAR) Part 15, Contracting by Negotiations.

All Questions/ Requests for Information must be submitted to the following email address/date/time:

jordan_bg@usaid.gov, July 9, 2020, 12:00pm Jordan Time ( UTC +2 )

As the due date for questions has passed, no additional questions will be answered by USAID.

mailto:jordan_bg@usaid.gov

Amendment No. 02 RFP No. 72027820R00002 USAID Jordan - Business Growth Activity

The RFP and any amendments to this solicitation will be issued and posted on the Contract Opportunities website at https://www.beta.SAM.gov. It is the Offeror’s responsibility to check the website periodically for official updates and amendments to the solicitation. It is the responsibility of the recipient of this RFP to ensure that it has been received from the internet in its entirety and USAID bears no responsibility for data errors resulting from transmission or conversion processes.

If your firm decides to submit a proposal in response to this RFP, it must be submitted in accordance with Section L of the RFP at the designated place and time indicated.

Offerors are encouraged to read the entire solicitation, which includes the closing date and time, all pertinent contract requirements, and the conditions and instructions required for submitting a proposal. Pursuant to Block 12 of Standard Form 33 of this RFP, USAID requires that offers remain valid through a period of 180 calendar days. Offerors are also instructed to pay careful attention to RFP Section K – “Representations, Certifications and Other Statements of Offerors.” Offerors must comply with FAR 52.204-7, the System for Award Management (SAM), by registering and completing the annual representations and certifications electronically at https://www.sam.gov/portal/public/SAM/. No award may be made to an offeror who is not registered and active in SAM.

The applicable geographic code for this procurement is 937. The North American Industry Classification System (NAICS) code is 541990.

Issuance of this RFP does not in any way obligate USAID to award a contract, nor does it commit USAID to pay any costs incurred in the preparation and submission of a proposal. Furthermore, USAID reserves the right to reject any and all proposals, if such action is considered to be in the best interest of the U.S. Government.

Offerors are hereby notified that changes are made to this solicitation. The changes are highlighted in yellow for ease of reference. It is, however, the responsibility of the Offeror to review the document fully in case of any omissions, and to ensure the proposal responds to the solicitation accordingly.

Thank you for your interest in USAID/Jordan programs.

Sincerely, Gerald T. Smith Contracting Officer

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List of Acronyms

AMELP - Activity Monitoring, Evaluation and Learning Plan

AWP - Annual work plans

BGA - Business Growth Activity

CBA - Cost Benefit Analysis

CDCS - Country Development Cooperation Strategy

CLA - Collaboration, Learning and Adaptation

COP - Chief of Party

COR - Contracting Officer Representative

CPARS- Contractor Performance Assessment Reporting Systems

CPFF - Cost-Plus-Fixed-Fee

DDL- Development Data Library

DEC - Development Experience Clearinghouse

EDE - Economic Development and Energy

EIG - Exit and Intervention Graduation Plan

EMMP - Environmental Monitoring and Mitigation Plan

ERA - Economic Reform Activity

ESR - Environmental Status Report

EU - European Union

FAR - Federal Acquisition Regulation

GDP - Gross Domestic Product

GOJ - Government of Jordan

GUC - Grants under Contract

IEE - Initial Environmental Examination

IR - Intermediate Result

JEGP - Jordan Economic Growth Plan

KaMP - Knowledge Management Portal

M&E - Monitoring and Evaluation

MEL - Monitoring, Evaluation, and Learning

MENA - Middle East and North Africa

MIRR - Modified Internal Rate of Return

NAICS - North American Industry Classification System

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PMP - Performance Management Plan

PPR - Performance Plan and Report

PWS - Performance Work Statement

QASP - Quality Assurance Surveillance Plan

RFP - Request for Proposal

SAM - System for Award Management

SBA - Small Business Administration

SME - Small and Medium Enterprises

SOO - Statement of Objectives

TEAMS - Training and Exchanges Automated Management System

USAID - United States Agency for International Development

WEELA - Women’s Economic Empowerment and Leadership Activity

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Table of Contents

List of Acronyms 2

PART I - THE SCHEDULE 8

SECTION B - SUPPLIES OR SERVICES AND PRICE/COSTS 8

B.1 PURPOSE 8

B.2 CONTRACT TYPE AND SERVICES 8

B.3 TOTAL ESTIMATED COST, FIXED FEE, AND OBLIGATED AMOUNT 8

B.4 CONTRACT LINE ITEMS 9

B.5 COST REIMBURSABLE 10

B.6 INDIRECT COSTS 10

B.7 FIXED FEE CEILING AND PAYMENT 11

SECTION C - DESCRIPTION/SPECIFICATIONS/PERFORMANCE WORK STATEMENT 12

SECTION D - PACKAGING AND MARKING 13

D.1 AIDAR 752.7009 MARKING (JAN 1993) 13

D.2 BRANDING AND MARKING POLICY 13

D.3 BRANDING STRATEGY 13

D.4 APPROVAL OF COMMUNICATION STRATEGY AND BRANDING IMPLEMENTATION

PLAN 14

SECTION E - INSPECTION AND ACCEPTANCE 15

E.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE 15

E.2 INSPECTION AND ACCEPTANCE/RESPONSIBLE OFFICIAL 15

E.3 QUALITY ASSURANCE SURVEILLANCE PLAN (QASP) 15

SECTION F - DELIVERIES OR PERFORMANCE 17

F.1 NOTICE LISTING SOLICITATION PROVISIONS INCORPORATED BY REFERENCE 17

F.2 PERFORMANCE PERIOD 17

F.3 PLACE OF PERFORMANCE 17

F.4 CLIN 0003 - LEVEL OF EFFORT 17

F.5 CONTRACTOR PERFORMANCE ASSESSMENT REPORTING SYSTEM 18

F.6 KEY PERSONNEL 18

F.7 REPORTS AND DELIVERABLES OR OUTPUTS 19

SECTION G - CONTRACT ADMINISTRATION DATA 32

G.1 AIDAR 752.7003 DOCUMENTATION FOR PAYMENT (NOV 1998) 32

G.2 CONTRACTING OFFICER’S AUTHORITY 33

G.3 ADMINISTRATIVE CONTRACTING OFFICE 33

G.4 CONTRACTING OFFICER’S REPRESENTATIVE (COR) 33

G.5 PAYING OFFICE 34

G.6 CONTRACTOR’S PRIMARY POINT OF CONTACT 34

G.7 CONTRACTOR'S PAYMENT ADDRESS 34

G.8 ACCOUNTING AND APPROPRIATION DATA 34

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G.9 TECHNICAL DIRECTION/RELATIONSHIP WITH USAID 34

SECTION H - SPECIAL CONTRACT REQUIREMENTS 37

H.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE 37

H.2 ADDITIONAL REQUIREMENTS FOR PERSONNEL COMPENSATION 37

H.3 AUTHORIZED GEOGRAPHIC CODE 39

H.4 NONEXPENDABLE PROPERTY PURCHASES AND INFORMATION TECHNOLOGY

RESOURCES 40

H.5 LIFE SUPPORT AND SECURITY SERVICES 40

H.6 ELECTRONIC PAYMENTS SYSTEM 40

H.7 SUBMISSION OF DATASETS TO THE DEVELOPMENT DATA LIBRARY (DDL)

(OCTOBER 2014) 41

H.8 GRANTS UNDER CONTRACTS (GUCs) 42

H.9 LOGISTIC SUPPORT 43

H.10 FOREIGN GOVERNMENT DELEGATIONS TO INTERNATIONAL CONFERENCES 43

H.11 ENVIRONMENTAL COMPLIANCE AND MANAGEMENT 43

H.12 VALUE ADDED TAX AND CUSTOMS DUTIES 44

H.13 PRESS AND PRESS RELATIONS 45

H.14 PROHIBITION AND ASSISTANCE TO DRUG TRAFFICKING 45

H.15 GOVERNMENT FURNISHED FACILITIES OR PROPERTY 45

H.16 SOVEREIGN RELATIONSHIPS 45

H.17 U.S. CITIZENS REGISTRATION 45

H.18 TEAMS AND USAID SPONSORED J-1 VISAS 46

H.19 MEETINGS WITH GOVERNMENT OF JORDAN MINISTERS 47

H.20 CONTRACTOR’S USE OF PROJECT VEHICLES 47

H.21 MANAGEMENT OF INFORMATION TECHNOLOGY RESOURCES-ADS 547 48

H.22 INDIRECT COSTS FOR NON-U.S. ORGANIZATIONS 48

H.23 FOREIGN FUNDING TO LOCAL ORGANIZATIONS 49

H.24 USAID-FINANCED THIRD-PARTY WEB SITES (NOVEMBER 2017) 49

H.25 COMPLIANCE WITH SECTION 508 OF THE REHABILITATION ACT OF 1973, AS

AMENDED 51

H.26 RESTRICTIONS AGAINST DISCLOSURE (MAY 2016) 51

H.27 INFORMATION TECHNOLOGY APPROVAL (APRIL 2018) (DEVIATION NO. M/OAA-

DEV-FAR-18-2c) 52

H.28 MEDIA AND INFORMATION HANDLING AND PROTECTION (APRIL 2018) 53

H.29 PRIVACY AND SECURITY INFORMATION TECHNOLOGY SYSTEM INCIDENT

REPORTING (APRIL 2018) 54

H.30 SKILLS AND CERTIFICATION REQUIREMENTS FOR PRIVACY AND SECURITY

STAFF (APRIL 2018) 59

H.31 SECURITY REQUIREMENTS FOR UNCLASSIFIED INFORMATION TECHNOLOGY

RESOURCES (APRIL 2018) 59

H.32 CLOUD COMPUTING (APRIL 2018) 65

H.33 LIMITATION ON ACQUISITION OF INFORMATION TECHNOLOGY (DEVIATION NOs.

M/OAA-DEV-FAR-18-2c and M/OAA-DEV-AIDAR-18-2c) (APRIL 2018) 71

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H.34 RELOCATION OF U.S. BUSINESSES, ASSISTANCE TO EXPORT PROCESSING ZONES,

INTERNATIONALLY RECOGNIZED WORKERS' RIGHTS (JAN 1994) (AIDAR 726.7102 PD 20

provision) 73 H.35 752.228-70 Medical Evacuation (MEDEVAC) Services (JUL 2007) 73

H.36 DEFENSE BASE ACT (DBA) INSURANCE 74

PART II - CONTRACT CLAUSES 75

SECTION I – CONTRACT CLAUSES 75

I.1 52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998) 75

I.2 752.252-1 AIDAR CLAUSES INCORPORATED BY REFERENCE (MAR 2015) 75

I.3 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE 75

I.4 52.203-19 PROHIBITION ON REQUIRING CERTAIN INTERNAL CONFIDENTIALITY

AGREEMENTS OR STATEMENTS (JAN 2017) 80

I.5 52.204-21 BASIC SAFEGUARDING OF COVERED CONTRACTOR INFORMATION

SYSTEMS (JUNE 2016) 81

I.6 52.222-35 EQUAL OPPORTUNITY FOR VETERANS (Jun 2020) 82

I.7 52.222-36 EQUAL OPPORTUNITY FOR WORKERS WITH DISABILITIES (JUN 2020) 83

I.8 752.229-71 REPORTING OF FOREIGN TAXES (JULY 2007) 83

I.9 AIDAR 752.7003 DOCUMENTATION FOR PAYMENT (NOV 1998) 85

I.10 AIDAR 752.222-70 USAID DISABILITY POLICY – ACQUISITION (DECEMBER 2004) 86

I.11 AIDAR 752.7036 USAID Implementing Partner Notices (IPN) Portal for Acquisition (July 2014)

PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS 89

SECTION J - LIST OF ATTACHMENTS 89

PART IV - REPRESENTATIONS AND INSTRUCTIONS 90

SECTION K - REPRESENTATIONS, CERTIFICATIONS, AND OTHER STATEMENTS OF

OFFERORS 90

K.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE 90

K.2 52.204-3 TAXPAYER IDENTIFICATION (OCT 1998) 90

K.3 52.204-8 ANNUAL REPRESENTATIONS AND CERTIFICATIONS (Mar 2020) 92

K.4 52.204-20 PREDECESSOR OF OFFEROR (JUL 2016) 96

K.5 52.204-24 REPRESENTATION REGARDING CERTAIN TELECOMMUNICATIONS AND

VIDEO SURVEILLANCE SERVICES OR EQUIPMENT (DEC 2019 AUG 2020) 97

K.6 52.204-26 COVERED TELECOMMUNICATIONS EQUIPMENT OR SERVICES-

REPRESENTATION (DEC 2019) 100

K.7 52.209-5 CERTIFICATION REGARDING RESPONSIBILITY MATTERS (OCT 2015) 100

K.8 52.209-7 INFORMATION REGARDING RESPONSIBILITY MATTERS (OCT 2018) 102

K.9 52.209-11 REPRESENTATION BY CORPORATIONS REGARDING DELINQUENT TAX

LIABILITY OR A FELONY CONVICTION UNDER ANY FEDERAL LAW (FEB 2016) 104

K.10 52.209-12 CERTIFICATION REGARDING TAX MATTERS (FEB 2016) 105

K.11 52.209-13 VIOLATION OF ARMS CONTROL TREATIES OR AGREEMENTS-

CERTIFICATION (JUNE 2018) 105

K.12 52.219-1 SMALL BUSINESS PROGRAM REPRESENTATIONS (MAR 2020) 107

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K.13 52.222-22 PREVIOUS CONTRACTS AND COMPLIANCE REPORTS (FEB 1999) 111

K.14 52.222-25 AFFIRMATIVE ACTION COMPLIANCE (APR 1984) 111

K.15 52.227-15 REPRESENTATION OF LIMITED RIGHTS DATA AND RESTRICTED

COMPUTER SOFTWARE (DEC 2007) 111

Section L- INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS 113

L.1 52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE (FEB 1998) 113

L.2 Notice Listing Contract Clauses Incorporated by Reference 113

L.3 52.216-1 TYPE OF CONTRACT (APR 1984) 114

L.4 52.233-2 SERVICE OF PROTEST (SEP 2006) 114

L.5 GENERAL INSTRUCTIONS TO OFFERORS 114

L.6 SUBMISSION/DELIVERY INSTRUCTIONS 115

L.7 INSTRUCTIONS FOR THE PREPARATION OF THE TECHNICAL PROPOSAL 117

L.8 COST PROPOSAL INSTRUCTIONS 123

L.9 INSTRUCTIONS FOR THE PREPARATION OF BRANDING IMPLEMENTATION AND

MARKING PLANS 131

SECTION M – EVALUATION FACTORS FOR AWARD 133

M.1 GENERAL INFORMATION 133

M.2 TECHNICAL EVALUATION CRITERIA 133

M.3 PRICE/COST EVALUATION 136

M.4 DETERMINATION OF THE COMPETITIVE RANGE AND CONTRACT AWARD 136

M.5 SOURCE SELECTION 137

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PART I - THE SCHEDULE

SECTION B - SUPPLIES OR SERVICES AND PRICE/COSTS

B.1 PURPOSE

The purpose of this contract is to implement the Business Growth Activity (BGA) aiming to spur the growth of Jordanian Small and Medium Enterprises (SMEs’) resulting in increasing productivity, competitiveness and employment for Jordanians including youth, women and people with disabilities. The activity will support creating a business environment more conducive to creation and development of Small and Medium Enterprises (SMEs’).

B.2 CONTRACT TYPE AND SERVICES

This is a FAR 16.102(b) combination contract consisting of a performance-based Cost-Plus-Fixed- Fee (CPFF)-Completion element (CLIN 0001) and a CPFF term element (CLIN 0003).

For the consideration set forth below, the Contractor shall provide the performance objectives or outputs described in Section C, deliverables or outputs described in Section F, and comply with all Contract requirements.

Under the term portion of the contract (CLIN 0003), the contractor must furnish additional technical assistance arising out of or related to the completion portion of the contract.

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

(a) The estimated cost for the performance of the work required under CLIN 0001, 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 under CLIN 0002, exclusive of fixed fee, if any, is $5,500,000. The fixed fee, 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 under CLIN 0003, exclusive of fixed fee, if any, is $2,700,000. The fixed fee, if any, is $TBD. The estimated cost-plus fixed fee, if any, is $TBD. The fee set forth in this paragraph is based upon furnishing the level-of-effort specified in F.4.

(d) Within the estimated cost plus fixed fee (if any) specified in paragraphs (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 shall not exceed the aforesaid obligated amount.

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

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B.4 CONTRACT LINE ITEMS

CLIN Supplies/Services (Description)

Total ($)

0001 Technical Assistance-CPFF Completion

Direct + Indirect (Year 1) TBD

Direct + Indirect (Year 2) TBD

Direct + Indirect (Year 3) TBD

Direct + Indirect (Year 4) TBD

Direct + Indirect (Year 5) TBD

Total Estimated Cost TBD

Fixed Fee TBD

CLIN 0001 Total Estimated Cost Plus Fixed Fee: TBD

Total ($)

0002 Grants Under Contract (Year 1) TBD

Grants Under Contract (Year 2) TBD

Grants Under Contract (Year 3) TBD

Grants Under Contract (Year 4) TBD

Grants Under Contract (Year 5) TBD

Total Estimated Cost $5,500,000

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CLIN 0002 Total Estimated Cost-Plus Fixed Fee: TBD

Total ($)

0003 Supplemental Technical Assistance-CPFF Term

Direct + Indirect (Year 1) $200,000

Direct + Indirect (Year 2) $500,000

Direct + Indirect (Year 3) $750,000

Direct + Indirect (Year 4) $750,000

Direct + Indirect (Year 5) $500,000

Total Estimated Cost $2,700,000

CLIN 0003 Total Estimated Cost-Plus Fixed Fee: TBD

Total Estimated Cost-Plus Fixed Fee: TBD

B.5 COST REIMBURSABLE

The U.S. dollar costs allowable shall be limited to reasonable, allocable and necessary costs determined in accordance with FAR 52.216-7, Allowable Cost and Payment, FAR 52.216-8, Fixed Fee, if applicable, FAR 52.232-20, Limitation of Cost, FAR 52.232-22, Limitation of Funds and AIDAR 752.7003, Documentation for Payment.

B.6 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.

Description Rate Base Type Period

TBD TBD TBD TBD TBD

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Base of Application: TBD Type of Rate: TBD Period: TBD Source: TBD

B.7 FIXED FEE CEILING AND PAYMENT

(a) Fixed Fee under CLIN 0001 this Contract is [TBD].

Fixed Fee under CLIN 0002 this Contract is [TBD].

Fixed Fee under CLIN 0003 this Contract is [TBD].

(b) Payment of fixed fee under CLIN 0001 and CLIN 0002will be in accordance with FAR 52.216-

8 and 16.306(d)(1) and in accordance with the following payment schedule.

[Payment Schedule will be inserted into the final contract]

(c) Payment of the fixed fee under CLIN 0003 shall be allocated based upon the proportion of the level-of-effort (LOE) specified in Section F.4. that was provided by the Contractor in the period covered by the invoice. In the event the Contractor does not provide the total LOE stipulated in Section F.4, the total amount of fixed fee will be reduced in similar proportion.

END OF SECTION B

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SECTION C - DESCRIPTION/SPECIFICATIONS/PERFORMANCE WORK

STATEMENT

[USAID will insert the Contractor’s Performance Work Statement (PWS) at award; see Section J.1 for the Statement of Objectives (SOO) that informs the development of Section C.]

Statement of Work

CLIN 0003 - Supplemental Technical Assistance for Emerging Opportunities

In addition to the activities described in the PWS, and in accordance with Section B.4 of this Contract, the Contractor must respond to unanticipated events impacting on or related to the achievement of the objectives set forth in the SOO using the Supplemental Technical Assistance LOE set forth in Section F.4 of this contract.

This flexibility requirement includes the contractor anticipating and/or maximizing those business opportunities that come into existence suddenly that adapt and respond to the changing economic, political, and institutional environment - such as new laws and regulations or macroeconomics shocks, also as a result of COVID-19, to mitigate risks to SMEs’ competitiveness.

END OF SECTION C

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SECTION D - PACKAGING AND MARKING

D.1 AIDAR 752.7009 MARKING (JAN 1993)

(a) It is USAID policy that USAID-financed commodities and shipping containers, and project construction sites and other project locations be suitably marked with the USAID emblem.

Shipping containers are also to be marked with the last five digits of the USAID financing document number. As a general rule, marking is not required for raw materials shipped in bulk (such as coal, grain, etc.), or for semi-finished products which are not packaged.

(b) Specific guidance on marking requirements should be obtained prior to procurement of commodities to be shipped, and as early as possible for project construction sites and other project locations. This guidance will be provided through the contracting officer’s technical representative (COR) indicated on the cover page of this Order, 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 AND MARKING POLICY

All USAID-funded foreign assistance (including programs, projects, activities, public communications, or commodities) must be communicated, promoted, and marked as coming from the American People through USAID. Specific communications and promotion measures must be described in the “Branding Strategy” and “Branding Implementation Plan,” and specific marking will be described in the “Marking Plan” for the contract. Branding and marking under this contract should follow the USAID Automated Directive System Chapter 320 Branding and Marking (ADS

320) at https://www.usaid.gov/ads/policy/300/320, and USAID “Graphic Standard Manual” available at https://www.usaid.gov/branding.

D.3 BRANDING STRATEGY

The name of the project: USAID Business Growth Activity.

Translations to other applicable languages must be proposed by the contractor and approved by USAID as part of the Branding Implementation Plan.

Positioning: Publicity materials and communications must clearly reflect the notion that this activity is provided by the American People through USAID, with the close collaboration and support of the Government of Jordan. No other organizations or bodies must be acknowledged https://www.usaid.gov/ads/policy/300/320 http://www.usaid.gov/branding

14 / 137 publicly in connection with the “USAID Business Growth Activity.” The contractor must use full branding and the USAID tagline “From the American People” on materials and communications, which may be translated into local languages as appropriate.

The desired level of USAID’s visibility for this project is high.

The primary audience for all materials and documents produced includes the Government of Jordan, Jordanian chambers, associations, private sector institutions, think tanks, civil society organizations, the general public, and other stakeholders contributing to the reform agenda. The secondary audience for materials and documents produced includes other donors, the World Bank, international organizations and institutions, development partners, and sub-contractors.

D.4 APPROVAL OF COMMUNICATION STRATEGY AND BRANDING

IMPLEMENTATION PLAN

The contractor’s Communication Strategy and Branding Implementation Plan and Marking Plan will be finalized and submitted for Contracting Officer approval prior to award. The contractor will follow the approved plan during implementation of this contract unless a waiver is requested and approved. Guidance applying for waivers can be found at USAID Automated Directive Supplement Chapter 320, Branding and Marking.

END OF SECTION D

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SECTION E - INSPECTION AND ACCEPTANCE

E.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY

REFERENCE

The following solicitation provisions pertinent to this section are hereby incorporated by reference (by Citation Number, Title, and Date) in accordance with the FAR provision at FAR “52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE” in Section E of this solicitation. See https://www.acquisition.gov/browse/index/far for electronic access to the full text of a FAR clause.

NUMBER TITLE DATE

FEDERAL ACQUISITION REGULATION

(48 CFR Chapter 1)

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/RESPONSIBLE OFFICIAL

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

In accordance with the clauses of this contract entitled ― Inspection of Services – Cost Reimbursement, (FAR 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.

E.3 QUALITY ASSURANCE SURVEILLANCE PLAN (QASP)

The progress, success and impact of the Contractor’s performance under this contract will be monitored and evaluated as a part of the overall activity results. The QASP is a management process with the intent of encouraging maximum performance, efficiency, and cost effectiveness by the Contractor and can be modified at any time by the Government.

The QASP shall be used as a Government monitoring process to enforce the inspection and acceptance clauses of the contract. USAID inspection and acceptance of services, reports and other required deliverables or outputs shall be in accordance with the final Quality Assurance Surveillance Plan (QASP) and take place at USAID/Jordan or at any other location where the services are performed and reports and deliverables or outputs are produced or submitted. The QASP may require modification and/or updates after selection for award to reflect the Contractor’s known strengths and weaknesses. The QASP is a “living” monitoring process that should be discussed, reviewed and updated regularly but no less than on an annual basis. It is based on the https://www.acquisition.gov/browse/index/far

16 / 137 premise that the Contractor, not the Government, is responsible for managing and ensuring that quality controls meet the terms of the contract.

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

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

1. Involving USAID and a Third-Party Monitor in collecting/validating baseline data on selected partner SMEs against which progress will be measured for the project’s objectives.

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

3. Site visits as needed or directed by USAID personnel organized by the Contractor;

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

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

END OF SECTION E

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SECTION F - DELIVERIES OR PERFORMANCE

DELIVERABLES AND REQUIRED REPORTING

F.1 NOTICE LISTING SOLICITATION PROVISIONS INCORPORATED BY

REFERENCE

The following solicitation provisions pertinent to this section are hereby incorporated by reference (by Citation Number, Title, and Date) in accordance with the FAR provision at FAR “52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE” in Section I of this contract.

Seehttps://www.acquisition.gov/browse/index/farhttps://www.acquisition.gov/browse/index/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 ALTERNATE I APR 1984

752.7005 SUBMISSION REQUIREMENTS FOR

DEVELOPMENT EXPERIENCE DOCUMENTS SEP 2013

F.2 PERFORMANCE PERIOD

The period of performance for this contract is 5 years.

F.3 PLACE OF PERFORMANCE

Performance of this contract must be in the Hashemite Kingdom of Jordan.

F.4 CLIN 0003 - LEVEL OF EFFORT

a) In order to understand the magnitude of USAID’s requirement, the Government estimates two thousand seven hundred ninety (2,790) days level of effort (this is an estimate only). In performing Government requirements for Supplemental Technical Assistance under CLIN 0003, the Contractor must provide the following level of effort (LoE) of all direct charged employee and subcontractor labor for the contract period of performance specified in Section F.2 above. The level of effort must be organized by labor categories as Follows:

Labor Category Person Days

Expatriate Senior Business Advisor TBD

Local Senior Business Advisor TBD

Local Economist TBD

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Local Business Advisor Coordinator TBD

Total LOE ~2,790

b) The number of LOE for any labor category may not be used in any other labor category, unless prior approval by the Contracting Officer has been granted. Once the total LOE for the life of the contract has been fully expended, this CLIN is complete.

c) The Government is not obligated to reimburse the contractor for any actions which increase total LOE unless such actions have been authorized in writing by the Contracting Officer.

F.5 CONTRACTOR PERFORMANCE ASSESSMENT REPORTING

SYSTEM

USAID will-evaluate the Contractor's performance in accordance with FAR 42.15, corresponding USAID procedures, based on the Contractor’s adherence to the annual work plan, the Quality Assurance Surveillance Plan, Contractor’s reporting against the Activity Monitoring, Evaluation and Learning Plan (AMELP), and quality requirements, Results and Indicators set forth in in Section F, and the fully incorporated PWS under section C. Reviews will be conducted jointly by the 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 in FAR Part 42.15.

F.6 KEY PERSONNEL

The key personnel whom the Contractor will furnish for the performance under the contract are as follows:

Position Title

Chief of Party

TBD

TBD

TBD

The number of key personnel will not be more than four including the COP.

Prior to replacing a Key Personnel individual, the contractor must notify both the Contracting Officer and the Contracting Officer Representative (COR) reasonably in advance and must submit written justification (including proposed substitutions) in sufficient detail to permit evaluation of the impact on the project. No replacement of key personnel will be made by the contractor without the written consent of the Contracting Officer.

The Key Personnel must demonstrate a sound understanding of development, political and business climate issues in Jordan, and knowledge of Jordanian counterparts, individuals, and organizations active or interested in private sector and SMEs issues.

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Qualifications of the Chief Of Party (COP) Key Personnel position.

The Chief of Party will be the primary point of contact with USAID/Jordan with regard to day to day activity implementation and shall be fully committed to the Business Growth Activity. The COP is the leader of the contract team, and is responsible for overall strategic leadership, planning, implementation, technical and results management and delivery of project activities. The COP must ensure that the activities and results are implemented in a timely manner within the approved budget.

The Chief of Party must meet the following minimum requirements:

● Graduate degree in a field relevant to private sector development. In circumstances where a candidate possesses exceptional relevant experience (as defined as a minimum of 10 years of experience) but lacks a graduate degree, relevant experience will be considered.

● Minimum of eight years of progressively responsible experience managing complex private sector development programs in a developing country, preferably in Jordan or the Middle East or North Africa.

● Minimum of five years of experience in a supervisory role with projects of similar size and complexity.

● Excellent verbal and written communication skills in English are required; oral and written fluency in Arabic is desirable.

F.7 REPORTS AND DELIVERABLES OR OUTPUTS

In addition to the requirements set forth for submission of reports in Section I, and in the AIDAR clause 752.242-70, Periodic Progress Reports, the contractor must submit the following plans, reports and deliverables electronically to the Contracting Officer’s Representative (COR) specified in Section G, and a copy to the Contracting Officer.

All deliverables and required reporting must be submitted in English language, unless otherwise specified. The contractor must promptly notify the COR, of any problems, delays, or adverse conditions which materially impair the contractor’s ability to meet the requirements of the contract.

The COR will approve project Work Plans, which will, at least from year two onward, include a co-work planning approach in close collaboration and coordination with the Economic Reform Activity (ERA) and the Women’s Economic Empower and Leadership Activity (WEELA).

The Contractor will provide the COR with the following reports during the life of the project for all components.

F.7.1 Contract Reporting

A. The below listing is representative of reports to be submitted to the COR by the due dates specified below.

B. All reports required under the contract that contain grammatical errors may not meet acceptable levels of performance quality

See Instructions

Representative Contract Reporting Requirements

Submission Date

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F.7.2 Mobilization Plan 20 calendar days after the effective date of the contract.

F.7.3 Annual Work Plan 90 calendar days from the start of the contract.

Subsequent Annual Work Plan: September 1 of each USG fiscal year.

F.7.4 Co-Work Planning Strategy Not required for year one and then 30 calendar days prior to the submission of the Annual Work Plan which is September 1 of each USG fiscal year.

F.7.5 Activity Monitoring, Evaluation, and Learning Plan (AMELP) 90 calendar days from the effective date of the contract

Annual AMELP Revisions: In consultation with the COR and the relevant Mission MEL team, the contractor will undertake revisions as needed to synchronize the AMELP with the Annual Work Plan and the Mission AMELP.

Revisions are due October 31 of each year.

F.7.6 Quality Assurance Surveillance Plan (QASP)

Final QASP (updates to the QASP in the proposal if any) are due 90 calendar days after the award. Annual updates to the QASP are due October 31 of each year.

F.7.7 Quarterly Reports 15 calendar days after the end of each fiscal year quarter

F.7.8 Annual Reports 15 20 calendar days after the end of the first full USAID fiscal year and annually thereafter for each authorized year of performance

F.7.9 Final Report 30 calendar days prior to completion of the award and a final version and electronic version (two print copies and an electronic version), within 45 calendar days of the expiration of the award

F.7.10 Close-Out Plan and equipment disposition

Six (6) months prior to the completion date of the contract

F.7.11 Geographic Data Reporting Requirements

Activity Location Data shall be submitted as part of the quarterly reports.

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F.7.12 Compliance with ADS 252 & 253

– Participant TEAMS

As part of the Quarterly Report.

F.7.13 Quarterly Financial Reporting Quarterly attached to the Quarterly Report.

F.7.14 Short-Term Consultant Reports 10 calendar days following departure of a Consultant

F.7.15 Special Reports As requested by the COR

F.7.16 Annual Non-expendable Personal Property Report

As part of the Annual Report - 320 calendar days from the end of the reporting period/ USG Fiscal Year.

F.7.17 Exit and Intervention Graduation Plan - Journey to Self-Reliance

Initial EIG Plan: 90 calendar days from the start of the contract.

Subsequent annual EIG Plans: September 1 of each USG fiscal year.

F.7.18 Security Plan 30 calendar days after the effective date of the contract.

F.7.19, H.11 Environmental Monitoring and Mitigation Plan

90 calendar days after the effective date of the contract.

F.7.20 Demobilization Plan 90 calendar days prior to the end date of the contract.

I.8 Annual Foreign Tax Reports

By April 16 of the next year IAW AIDAR 752.229-71 Reporting of Foreign Taxes

H.7 Development Experience Clearinghouse submissions

As appropriate documents are finalized.

F.7.2 Mobilization Plan

The Contractor must electronically provide a Mobilization Plan to the COR 20 calendar days after the effective date of the contract. The Mobilization Plan will articulate how the Contractor will immediately start implementation. The Mobilization Plan must also include a procurement plan for the first year of the contract, as applicable.

F.7.3 Annual Work Plans

a) The program will be guided by the Performance Work Statement (PWS) which will provide an overall project ‘map’ that indicates broad activities, expected outcomes, annual milestones, and budget along the five year timeline. Annual work plans (AWP) are developed yearly and include proposed activities for the given year, time-frame, implementation of activities, an itemized and

22 / 137 detailed budget, review of the previous year’s accomplishments (if applicable), problems and challenges encountered in achieving specified results, proposed annual outputs, and progress towards achieving results. The AWPs must also describe a plan and timeline for internal monitoring and evaluation that takes into account the Mission’s Performance Management Plan (PMP) and the external monitoring and evaluation plan. The Annual Work Plan must include the initial assessment of selected partner SMEs in conjunction with the USAID Monitoring and Evaluation Activity (MELA). The AWPs will be developed by the Contractor and in cooperation with USAID/Jordan and other stakeholders, including GoJ. The Annual Work Plan will include a co-work planning approach in close collaboration with Economic Reform Activity (ERA) and the Women’s Economic Empower and Leadership Activity (WEELA) two USG funded activities. The first year’s AWP must also include a gender analysis and integrate interventions to address the findings from the gender analysis. Subsequent annual work plans should then reflect any updates to the analysis and planned interventions. Gender analysis should contain information related to as many of the five domains listed below as possible (ADS 205.3.2):

○) Laws, Policies, Regulations, and Institutional Practices ○) Cultural Norms and Beliefs ○) Gender Roles, Responsibilities and Time Use ○) Access to and Control over Assets and Resources ○) Patterns of Power and Decision-making

It should also include discussion of gender issues that impact men and boys as well as women and girls. The proposed interventions, integrated in the work plan, should ensure equal participation of and benefit to male and female beneficiaries, and directly address the gaps identified in the gender analysis. The activity's logic model and proposed indicators should reflect the gender-sensitive issues that the activity will impact.

b) The Contractor must ensure that sustainability approach is integrated in the AWP after USAID-funded efforts end. The Sustainability approach must address key sustainability challenges for key partners. It must detail a roadmap for how the Contractor will work with key partners during the program to address these key challenges.

c) Annual Work Plans must not deviate from contract requirements. All activities planned through this process must be in accordance with the contract Statement of Objectives and consistent with the approved budget for the contract. Modifications that respond to changed conditions may be proposed by the contractor and approved by the COR. The Contractor must incorporate any required revisions into a final work plan after receipt of USAID COR comments. If accepted, the COR will provide a written approval of the final work plan to the Contractor. If a revised work plan becomes necessary because of changes of activities, performance indicators or performance targets or other reasons, the Contractor must submit a revised work plan to the COR for review and approval.

d) The annual work plan provides target dates for the initiation and completion of all tasks typically covering a 12 – month period which ties to the American Fiscal Year that runs from October 1 to September 30. It includes a detailed description of the tasks to be implemented, establishes benchmarks of each of the tasks and provides a timeline for the completion of each task. The Contractor must submit a year one work plan to the COR for review and approval within ninety

(90) calendar days of contract award, which will cover the remainder of the U.S. Fiscal Year.

The work plan for Year Two and subsequent years must be submitted by the Contractor for

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COR review and approval within thirty (30) calendar days prior to the beginning of that year - On September 1 of each Fiscal Year.

e) The Annual Work Plan must include discussion of issues that impact gender, youth and how those will be addressed as well as including people with disabilities.

f) The Annual Work Plan must include at least the following elements, unless additional items are added upon the COR request for each USG Fiscal Year:

○) Proposed annual outputs and illustrative description of all tasks to be implemented to achieve the intended results and performance measures as explained in the AMELP.

○) A realistic and detailed implementation timeline of all tasks.

○) A detailed itemized budget and financial resources required to complete the tasks including a list of commodities that the Contractor will procure during the fiscal year.

○) Implementation related information like; geographical location, engagement of different stakeholders, level of effort expected from the project team, details of level of coordination and collaboration with host government and other major partners, and co-work planning approach in close collaboration with other USG funded activities that have similar scope as identified by COR.

○) Problems and challenges encountered in achieving specified results from prior year’s achievement (if applicable).

○) Risks addressed confronting implementation of tasks and Risk Mitigation Plan

F.7.4 Co-Work Planning Strategy

The Contractor must submit the Co-Work Planning Strategy for COR approval 30 calendar days prior to the submission of the Annual Work Plan, except for the first year, where no standalone strategy will be required. The Co-Work Planning Strategy will include a clear approach to Co- Work Planning with complementary USAID Economic Development and Energy activities.

F.7.5 Activity Monitoring, Evaluation, and Learning Plan (AMELP)

As per ADS 201, the Contractor is required to submit for COR approval an Activity Monitoring, Evaluation & Learning Plan (AMELP) for the life of the Activity based on its proposed monitoring, evaluation and learning (MEL) strategy for collecting, evaluating and validating data which will be used to measure overall progress towards Mission goals. The AMELP is due to the COR within 90 calendar days of the effective date of the contract. The COR will approve the AMELP within 15 calendar days of receipt thereof. All aspects of the AMELP should be in line with USAID’s ADS 201 on assessing and learning and adhere to the following:

A. Activities must have an approved AMELP in place before major implementation actions begin. The COR will work with the Contractor and the Mission’s M&E Specialist(s) to ensure that the AMELP is consistent with, and meets the data collection needs of the Mission’s Performance Management Plan (PMP), and the Mission’s annual Performance Plan and Report (PPR).

B. Within 60 calendar days of contract award and prior to submitting the AMELP, the Contractor should submit a theory of change describing the causal and logical relationships

24 / 137 between different levels of results, along with the associated interventions, indicators and other performance data, and critical assumptions under each result.

C. The AMELP should include a narrative that clearly articulates the activity’s theory of change, describing the causal and logical relationships between different levels of results, along with the associated interventions, indicators and other performance data, and critical assumptions under each result. The AMELP should also present a logic model that illustrates these results, the causal and logical relationships between them, and the indicator and other performance data required to measure each.

D. The AMELP should include approaches for a systematic, intentional and resourced approach to a strategic collaboration, continuous learning and adaptive management. In developing the AMELP , the Contractor should identify and describe: learning objectives with corresponding information needs; strategic opportunities to “pause and reflect” and coordinate and collaborate with stakeholders; approaches for regular learning to address the identified learning objectives; plans for documenting the knowledge and learning from these opportunities, and disseminating findings; resources (financial and human resources as well as tools) needed to implement learning approaches; and, approaches to adapting/adjusting implementation and programming as a result of this learning.

E. The Contractor along with USAID M&E Contractor will develop performance indicators and establish baselines and targets for output, outcome, and impact level monitoring, as well as benchmarks for performance over the life of the activity. The AMELP should also contain metrics for the sustainability of successful interventions introduced with activity support. The COR will provide a list of Mission PMP indicators required for the activity upon award of this contract. The AMELP must include the required Mission PMP indicators along with any others being proposed by the Contractor that are deemed necessary or useful in measuring progress against the overall goal and project objective(s). Selected indicators should be a combination of performance and context indicators. Contractors should be strategic in their selection of additional indicators to ensure an appropriate balance between required data and the resource costs of data collection, analysis and reporting. The AMELP must include quarterly and/or annual targets, as per the indicator requirements, necessary to reach the life of project targets identified by the Mission for required Mission indicators and identified by the Contractor for all other indicators. USAID criteria for selecting performance indicators is that they be direct, objective, practical, adequate, management useful and reflect progress toward achieving results, and, to the extent possible, be attributable to USAID. Performance data must meet reasonable quality criteria of validity, reliability, timeliness, precision and integrity. The Contractor and USAID will agree upon the final choice of performance indicators useful for timely management decisions and credibly reflecting the actual performance of the activity.

F. USAID/Jordan may require the Contractor to track and report on additional performance indicators subject to changing of Agency guidance and/or the requirements of specific funding sources and the Mission’s own Performance Management Plan (PMP).

G. The Contractor must collect, analyze, and submit to USAID data disaggregated by sex and geographic location as applicable. To ensure that USAID assistance makes the maximum optimal contribution to gender equality, performance management systems and evaluations must include gender-sensitive indicators and sex‐disaggregated data when applicable and

25 / 137 feasible; M&E plans should also capture proposed actions that will address any identified gender-related issues. Geographic disaggregation is required to the first administrative level at a minimum; in Jordan this corresponds to the governorate level. The Contractor should also consider including other relevant disaggregations for indicators – for example, age and type of institution.

H. The AMELP must also include, in consultation with USAID, agreed-upon planned internal and external evaluations and evaluation questions that are salient to the implementation, adaptation or review of the activity in line with the USAID Evaluation Policy. The AMELP should demonstrate how the timing and content of evaluations and questions will: help clarify and focus activity objectives; serve as an early warning system, forecasting, and reporting tool; promote on-going discussions pertaining to activity scope and direction; and, aid in effective management and decision making.

I. The AMELP must also include an explanation of the monitoring approach and estimated resources required to successfully implement the AMELP. This will be done through describing the Contractor’s M&E system, including policies and procedures for how data and information will be collected, analyzed, and used; methodology of establishing baselines and targets; staffing/expertise, roles and responsibilities for the management and implementation of the AMELP; systems (automated or other) where data will be collected and stored; resources for M&E functions; procedures for communicating with USAID;

means of adapting and learning; schedule for M&E functions, such as reporting performance data, assessing progress and making adjustments if needed; etc.

J. Reporting on performance indicators will be done through the Mission’s performance management information system, which is currently DevResults.

USAID/Jordan’s recommended AMELP and other related M&E templates are available https://jordankmportal.com/. The Contractor should check with the Program Office, through their COR, for further guidance, clarifications and applicable templates.

F.7.6 Quality Assurance Surveillance Plan (QASP)

The contractor must provide a final QASP within 90 calendar days of award for approval by the COR in accordance with Section E.3 of this contract. The QASP is a living document and must be updated annually in collaboration with the COR.