RFP Amend No. 3.pdf

U.S. Agency for International Development American Embassy Chanakyapuri New Delhi 110 021 Tel: 91-11-24198000 Fax: 91-11-24198612 www.usaid.gov/in

Date Issued: Monday, June 5, 2023 Closing Date for Questions: Tuesday, June 20, 2023 Solicitation Amendment #1 Issuance Date: Wednesday, July 12, 2023 Solicitation Amendment #2 Issuance Date: Tuesday, August 1, 2023 Solicitation Amendment #3 Issuance Date: Wednesday, August 9, 2023 Revised Closing Date for Receipt of Proposals: Monday, August 14, 2023, 5:00PM

(Indian Standard Time - IST)

SUBJECT: Request for Proposals (RFP) Number 72038623R00002, USAID/INDIA - Learning Hub

Dear Prospective Offerors:

The United States Agency for International Development in India (USAID/India) is seeking proposals from qualified Local Entities interested in providing technical assistance and services as described in the attached Request for Proposals (RFP). This procurement will be conducted under the limited competition procedures pursuant to ADS 302.3.4.5 (f) - Limiting Competition to Local Entities (Section 7077), under which only local entities1 are eligible to compete.

This competition will utilize a “Highest Technical Rated with Fair and Reasonable Price and Realistic Cost” (HTR) evaluation process. The HTR selection process is distinct from the trade-off process. Please review the RFP for a detailed explanation of how an offeror will be selected for award.

USAID anticipates awarding one cost-plus-fixed-fee (CPFF) completion-type contract with a period of performance of 4 years. The estimated cost range for this procurement is $4 to $5 Million. The authorized USAID Principal Geographic Code for this solicitation is 937 (the United States, the recipient country, and developing countries other than advanced developing countries, but excluding any country that is a prohibited source).

Offerors should carefully consider Section L- Instructions, Conditions, and Notices to Offerors, and Section M - Evaluation Factors for Award. Offerors should take into account the expected

1By submission of an offer and execution of a contract, the Offeror/Contractor represents that it is an individual, a corporation, a nonprofit organization, or another body of persons that:

1) Is legally organized under the laws of;

2) Has as its principal place of business or operations in;

3) Is majority owned by individuals who are citizens or lawful permanent residents of; and

4) Is managed by a governing body the majority of who are citizens or lawful permanent residents of

India.

delivery time required by the proposal transmission method, and they are responsible for ensuring proposals are received at USAID by the due date and time, as specified above. Failure to comply with the submission date will deem any submission unacceptable and it will not be reviewed or evaluated.

Any questions regarding the RFP’s requirements or proposals must be submitted electronically no later than the time and date stated above to the Acquisition and Assistance Specialist, Monika Gulati at indiarco@usaid.gov.

This RFP in no way obligates USAID to award a contract nor does it commit USAID to pay any cost incurred in the preparation and submission of a proposal. Award of a contract under this RFP is subject to availability of funds and other internal USAID approvals.

This RFP can be viewed and downloaded from www.sam.gov. USAID bears no responsibility for data errors resulting from transmission or conversion processes. Further, be aware that amendments to solicitations are occasionally issued and will be posted on the same website from which you downloaded the solicitation. USAID advises to regularly check the above website for amendments.

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

Sincerely, /S/ Cheryl Hodge-Snead Contracting Officer USAID/India

72038623R00002

SOLICITATION, OFFER AND AWARD

4. TYPE OF SOLICITATION2. CONTRACT NUMBER 3. SOLICITATION NUMBER

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

ORDER UNDER DPAS (15 CFR 700)

6. REQUISITION/PURCHASE NUMBER

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

NEGOTIATED (RFP)

SEALED BID (IFB)

5. DATE ISSUED

1. THIS CONTRACT IS A RATED RATING PAGE OF PAGES

C. E-MAIL ADDRESS

EXT.NUMBERAREA CODE

B. TELEPHONE (NO COLLECT CALLS)A. NAME

10. FOR

INFORMATION

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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.

(Date)(Hour) local timeuntildepository located in copies for furnishing the supplies or services in the Schedule will be received at the place specified in Item 8, or if hand carried, in the

SOLICITATION

9. Sealed offers in original and

PART IV - REPRESENTATIONS AND INSTRUCTIONS

OTHER STATEMENTS OF OFFERORS

EVALUATION FACTORS FOR AWARD

INSTRS., CONDS., AND NOTICES TO OFFERORS

REPRESENTATIONS, CERTIFICATIONS AND

LIST OF ATTACHMENTS

CONTRACT CLAUSES

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

I

J

K

L

M SPECIAL CONTRACT REQUIREMENTS

CONTRACT ADMINISTRATION DATA

DELIVERIES OR PERFORMANCE

INSPECTION AND ACCEPTANCE

BRANDING AND MARKING

DESCRIPTION/SPECS./WORK STATEMENT

SUPPLIES OR SERVICES AND PRICES/COSTS

SOLICITATION/CONTRACT FORM

PART II - CONTRACT CLAUSESPART I - THE SCHEDULE

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15C. CHECK IF REMITTANCE ADDRESS

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ADDRESS

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OFFEROR

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FACILITY

16. NAME AND TITLE OF PERSON AUTHORIZED TO SIGN OFFER15A. NAME

DATEAMENDMENT NO.DATEAMENDMENT NO.

and related documents numbered and dated):

amendments to the SOLICITATION for offerors

(The offeror acknowledges receipt of

14. ACKNOWLEDGEMENT OF AMENDMENTS

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

(See Section I, Clause No. 52.232.8)

13. DISCOUNT FOR PROMPT PAYMENT

designated point(s), within the time specified in the schedule.

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

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

OFFER (Must be fully completed by offeror)

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

28. AWARD DATE

(Signature of Contracting Officer)

27. UNITED STATES OF AMERICA

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

ITEM

(4 copies unless otherwise specified)

23. SUBMIT INVOICES TO ADDRESS SHOWN IN

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

22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION:

21. ACCOUNTING AND APPROPRIATION20. AMOUNT19. ACCEPTED AS TO ITEMS NUMBERED

AWARD (To be completed by government)

CODE

X

720386

USAID/India

American Embassy Shantipath, Chanakyapuri New Delhi, India

Monika Gulati 202 indiarco@usaid.gov

216-6356

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26. NAME OF CONTRACTING OFFICER (Type or print)

Cheryl Hodge-Snead

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition is unusable

STANDARD FORM 33 (Rev. 9-97)

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

1-3 5-7

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12. In compliance with the above, the undersigned agrees, if this offer is accepted within _____0_________ calendar days (60 calendar days unless a different period is inserted

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28-32 33-40 mgulati Highlight

TABLE OF CONTENTS

SECTION B – SUPPLIES OR SERVICES/PRICES 5

SECTION C – DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK 8

SECTION D – BRANDING AND MARKING 18

SECTION E – INSPECTION AND ACCEPTANCE 19

SECTION F – DELIVERIES OR PERFORMANCE 20

SECTION G – CONTRACT ADMINISTRATION DATA 28

SECTION H – SPECIAL CONTRACT REQUIREMENTS 33

SECTION I - CONTRACT CLAUSES 41

SECTION J – LIST OF ATTACHMENTS 72

SECTION K - REPRESENTATIONS, CERTIFICATIONS, AND OTHER STATEMENTS OF OFFERORS 73

SECTION L – INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS 85

SECTION M – EVALUATION FACTORS FOR AWARD 98

PART I – THE SCHEDULE

SECTION B – SUPPLIES OR SERVICES/PRICES

B.1 PURPOSE

The purpose of this contract is to provide organizational and programmatic monitoring, assessments, research, and learning to generate the data, analysis, and communications that further enhance the impact of USAID’s health programs in India.

B.2 CONTRACT TYPE

This is a Cost-Plus-Fixed-Fee (CPFF) completion-type contract. For the consideration set forth below, the Contractor will provide the performance objectives and deliverables/outputs described in Section C, D, and F, and otherwise comply with all contract requirements.

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

(a) The estimated cost for the performance of the work required hereunder, exclusive of fixed fee, if any, is $[TBD]. The fixed fee for the contract period, if any, is $[TBD].

The total 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 amounts 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].

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

(d) The Contractor must not exceed the obligated amount unless authorized by the

Contracting Officer pursuant to the clause of this contract entitled "Limitation of Funds" (FAR 52.232-22).

B.4 CONTRACT BUDGET

The Contract budget structure is broken down as follows:

Item No.

Supplies/Services (Description)

Quantity Unit Unit Price Amount

0001 Base-Technical Assistance

1 LOT TBD TBD

Direct Costs TBD TBD

Indirect Cost (De Minimis 10%) TBD TBD

Total Estimated Cost TBD TBD

Fixed Fee TBD TBD

Total Estimated Cost + Fixed Fee TBD TBD

B.5 INDIRECT COST (De Minimis)

Offerors must indicate whether they are proposing indirect costs or will charge all costs directly. In order to better understand indirect costs please see FAR Part 31. The application must identify which approach they are requesting and provide the applicable supporting information. Below are the most commonly used Indirect Cost Rate methods:

Method 1 - Direct Charge Only Eligibility: All Offeror(s) Initial Proposal Requirements: Reference Section B and Section L

Method 2: De minimis rate of 10% of modified total direct costs (MTDC) Eligibility: Any Offeror(s) that has never received a NICRA Initial Application Requirements: Costs must be consistently charged as either indirect or direct costs but may not be double charged or inconsistently charged as both. If chosen, this methodology once elected must be used consistently for all Federal awards until such time as a non-Federal entity chooses to negotiate an indirect rate, which the non- Federal entity may apply to do at any time. The offeror must describe which cost elements it charges indirectly vs. directly. See FAR Part 31 for further information.

Method 3: Negotiated Indirect Cost Rate Agreement (NICRA) Pending establishment of revised provisional or final indirect cost rates, USAID/India will reimburse allowable indirect costs based on the negotiated, provisional, or predetermined rates and the appropriate bases pursuant to the contractor’s current executed Negotiated Indirect Cost Rate Agreement (NICRA):

• [To Be Determined at Award]

Description Rate Base Type Period Indirect Cost [•]% 1/ 1/ 1/

NOTE: The Offeror must share the copy of the approved NICRA (Provisional / Final

NICRA)

B.6 COST REIMBURSABLE

Allowable costs will 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, and AIDAR 752.7003, Documentation for Payment.

[END OF SECTION B]

SECTION C – DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK

C.1 TITLE OF ACTIVITY

The title of this activity is USAID/India Learning Hub.

C.2 PURPOSE

The overall goal of this activity is to use knowledge and learning to adapt and create synergies that strengthen the breadth and depth of USAID health programming in India. This activity will provide timely and reliable organizational and programmatic monitoring, assessments, research, and learning to generate the data, analysis, and communications that further enhance the impact of USAID’s health programs in India. Such data and analysis will drive evidence-based decision-making concerning current and future USAID investments and ensure accountability to the Mission, Washington, and the American people.

The Contractor will provide technical support to help USAID maximize its health portfolio’s impact. The Contractor will generate and share insights and evidence within the health sector to identify gaps and opportunities that accelerate the collective impact and value of partner interventions. By generating data, applying analytics, and sharing relevant learning on the status of health in priority states and gaps on critical issues (e.g., health financing, gender inequality, inclusive development, private sector engagement, etc.), the Contractor will bring together expertise across the USAID health portfolio to guide problem-solving and coordination.

To these ends, the Contractor must:

1. Foster improved health-specific measurements and analytics (including primary and secondary research, information analysis and data visualization, and presentations) and link them to data-driven decision making;

2. Elevate and expand public outreach of USAID’s health portfolio;

3. Build a culture of learning within USAID health programing in areas such as comprehensive primary healthcare, urban resilience, supply chain strengthening, gender and social inclusion, and other emerging cross-portfolio initiatives; and,

4. Build capacity of local institutions and young professionals on programmatic evidence building

C.3 BACKGROUND

The deployment of timely and reliable organizational and programmatic monitoring, evaluation, and learning (MEL) is essential to USAID’s ability to generate effective learning for the improvement of global health. Additionally, such data not only drives evidence-based decision-making around ongoing and future investments, but also ensures accountability to the Mission.

USAID/India investments across its health portfolio have risen to address the global strain on health systems - simultaneously, the concurrent growth in investments, and shift to more localized investments has made the documentation of the program learnings more challenging.

C.3.an Operating Context

Given the rapidly evolving needs of the USAID/India Health Office and the organizational development required by many new, local organizations for getting international donor funding, USAID/India’s Health Office requires services to foster and aggregate programmatic data, lead all health-related gender inclusive policy dialogue, and develop interdisciplinary reporting to ensure the mission’s agility and accountability.

i. Internal

USAID/India investments across its health portfolio have risen to address the global strain on health systems. New investments are being designed to address emerging priorities such as Global Health Security Agenda and secondary determinants of health. Simultaneously, the agency is focusing on a shift to more localized investments and building local capacity to continue developmental efforts. There is growing recognition that harmonized monitoring, evaluation and review is required to demonstrate results, secure future investments, and enhance the evidence base for interventions.

Mission India has an incredibly diverse and novel series of investments in the global health sphere, with significant support from the Ministry of Health and Human Welfare. As USAID continues to expand its scope of investments as well as its reporting requirements to better share successes and track the impacts of its investments, knowledge management systems will need to not only cover reactive needs from the Mission but provide proactive tracking and planning across sectors to better meet the needs of a rapidly evolving portfolio.

ii. External

Increasingly, India has become a hub for development innovations and advancements, including in the health sector. Given its size, economic and technical sophistication, and the world’s need, India has the potential and ability to be an increasingly global player in the health field. Moreover, in accordance with its foreign policy, India seeks to scale up and spread innovations and best practices developed within India to other countries around the world facing similar health situations. As an equal partner in fulfilling these ambitions, USAID plays a key role as a technical assistance provider and thought leader, particularly in the health sector and at the state, district, and community level.

As part of the US-India relationship in health, USAID provides a variety of technical assistance and service needs to Indian counterparts at the state, district, and community levels. Often, requests from these counterparts include - data gathering, data analysis, studies/research, recommendations, and other timely assistance to make evidence-based decisions. As one of the few donors able to provide this type and level of support, Government of India (GOI) expectations and requests have steadily grown in both complexity and frequency.

C.4 OPERATING CONSTRAINTS AND GUIDANCE

This section describes the key operating constraints and guidance that are critical for the successful and sustainable implementation of this activity and must be applied to all activities, services and deliverables specified in the award.

C.4.a Target Sectors and Geographical Locations

The Contractor will provide services to USAID to further its work with implementing partners, government entities, civil society, academic institutions, and the private sector as they participate in specific activities as described below. USAID/India health sector programming occurs throughout India, with concentrations of partners in New Delhi and in selected States.

C.4.b Localization

The Contractor shall integrate localization concerns into all of its approaches, services, and deliverables. USAID is committed to the concept of localization, which refers to shifting leadership, ownership, decision making, and implementation to the local people and institutions who must drive change in their own communities. As part of this effort, USAID is focused on building the next generation of Health sector researchers. Using USAID’s principles of localization and youth development, the Contractor is encouraged to build the capacity of young professionals on programmatic research. Please refer to https://www.usaid.gov/localization for more information on localization.

USAID’s localization agenda consists of three mutually-reinforcing, programmatic practices:

Locally led development refers to an overall approach to development. USAID works directly with local actors to set their own development agendas, design, and implement solutions, and bring the capacity, leadership, and resources to promote equitable change.

Local systems refer to how USAID supports and measures locally led development. USAID works with local partners to develop local capacities, deepen relationships between local actors, improve equity, and align the incentives that shape the system.

Local capacity development refers to the programming and implementation of locally led development. USAID enhances locally led development by supporting local actors and institutions to design and implement equitable responses to local challenges, to learn and adapt, and to innovate and transform over time.

C.4.c Sustainability

To address sustainability, the Contractor shall develop USAID/India’s institutional and implementing partner capacity within the health sector for monitoring and evaluation, learning and adaptation through providing several forms of capacity building, structured training and on the job training and coaching. Capacity building will be targeted to local experts, local government, and local organizations that partner with USAID health programming in some https://www.usaid.gov/localization capacity and which help to reinforce USAID investments in the health sector. The Contractor is expected to include in the MEL plan and quarterly progress reports the planned approach and measures and progress on how aspects of the capacity building components and improvements in MEL and CLA operations will be tracked and sustained.

C.4.d Collaborating, Learning, and Adapting (CLA)

USAID/India is committed to using a collaborating, learning, and adapting (CLA) approach to further progress on programmatic priorities. This deliberate CLA-centered approach creates the evidence and drives the adaptive management at USAID, and in some cases, the scale-up and roll out of development approaches by the Government of India.

As part of the CLA approach, the Contractor must continuously review progress and challenges, integrate and document lessons learned, and adapt interventions according to CLA concepts, as specified in ADS 201.3.4.10 and ADS 201.3.7. CLA objectives include:

i. Generate Knowledge. The Contractor must generate new knowledge and evidence around issues and questions as identified by USAID and other stakeholders, as well as questions that emerge during implementation. In filling these knowledge and evidence gaps, the Contractor must provide reporting, data, analysis, and gather mission staff for inclusive reviews of the activity goals and results.

ii. Share Knowledge. The Contractor must increase knowledge sharing with stakeholders, local organizations, Government of India, sectoral experts, donors, regional and international organizations, and others to encourage more widespread learning across teams, mechanisms, and sectors. The Contractor must work together within or establish a learning network to share information with Implementing Partners (IP) of other USAID activities, such as local stakeholders and other development partners. The Contractor must convene forums to share knowledge and use existing forums within India.

iii. Incorporate Agile and Adaptive Processes. The Contractor must develop adaptive management and implementation processes to allow course corrections to respond to unintended effects, changing/emerging realities, and priorities. Together with USAID, the Contractor’s quarterly reports, and periodic progress review meetings must provide a forum for an adaptive approach to change course based on lessons learned and the evolving country context. The Contractor must prioritize activities together with the COR and must review the prioritization during the quarterly reporting period.

C.4.e Gender and Women’s Empowerment and Social Inclusion

All performance management activities, assessments, surveys, studies, and reports must include gender and social inclusion considerations, incorporate sex-disaggregated data, and gender sensitive indicators, where feasible. In conducting field studies or surveys, the Contractor will need to be culturally sensitive and activities may need to be gender and socially segregated to facilitate equal participation by women and marginalized communities. As far as practicable in various assignments, the Contractor must undertake specific assessments of perceptions, attitudes, and values of women in all their diversity and the impact of activities on socio-economic status of women in target areas. The Contractor must pay attention to – and highlight – gender-based constraints, issues, and opportunities in connection to the conduct of all deliverables. For example, the Contractor should highlight gender-specific issues that arise from the data collection of IPs. The Contractor must also identify gender trends that materialize from assessments. The Contractor must inform USAID of such issues and the measures to be taken to address them.

C.4.f Relationship to other USAID activities

A critical component of this activity comprises assembling, analyzing, and reporting on the interventions of other USAID implementing partners in the health sector. The Contractor must, therefore, build and maintain relationships with all USAID/India implementing partners in the health sector, establish approaches and methods to work collaboratively and effectively with those implementing partners, and where appropriate, build the capacity of those implementing partners to improve their monitoring, research, and analysis skills.

C.5 SERVICES AND TASKS REQUIRED

The Contractor must provide the services and deliverables specified below. Services and deliverables shall be provided to achieve the objective set forth above, subject to the guidance and limitations specified herein. Specific tasks required to meet the deliverables will be approved by the Contracting Officer’s Representative (COR). The specific nature of the tasks to be performed will be prescribed by the COR in work orders against the types of deliverables indicated below. A full range of technical expertise will be required to accomplish the tasks and deliverables indicated. The activities, services and deliverables described below are subject to reasonable adjustment and modification through the work planning process as long as such adjustments are consistent with the Statement of Work. Such technical direction must be consistent with all of the terms and conditions of the Contract.

The Contactor must focus on improving the quality of measurement and learning across the USAID/India health portfolio, particularly in cross-sectoral areas in health, to better understand cross-cutting investments in health such as innovative health finance, gender and inclusive development in health, private sector engagement in the health system, family centered care.

The Contractor will work in close collaboration across the USAID/India health office to continuously gather, synthesize and analyze information through landscaping exercises, convenings, and advanced data analytics to strengthen the health office portfolio, through trends in interventions and policies; gaps in existing funding opportunities and how to respond to them; and create communications products.

As highlighted before, the Contract has four major components as outlined below:

a. Health Measurement and Analytics

b. Health Communications and Data Visualization

c. Learnings Across Health Investments

d. Strengthening Institutional and Individual Capacity

The Contractor must support the needs of the USAID/India Health portfolio at all times during the life of the contract. The current Health portfolio includes over 20+ awards and a life-of-project funding over $200 million is representative of the size expected for the USAID/India Health portfolio for the life of the Contract.

C.5.a Health Measurement and Analytics

Gathering and interpreting health data is the cornerstone for evidence-based programming and decision making. Relevant, accurate and timely data should be the backbone of all health investments from inception through to completion irrespective of their source of funding.

Nuances on specific areas of concern, such as gender and social inclusion, should be better understood to design and implement more impactful health programs. In order to do this effectively this award will be expected to accurately and systematically gather and analyze evidence, build institutional capacity, and strengthen the manpower that will be available to fuel partner institutions now and in the future. To gather data, the Contractor must liaise with a multitude of activities in the USAID/India health portfolio and maintain good working relationships with each activity.

Activity 1: Analyze, compile, and report quick and accurate data for USAID to share with the Ministry of Health and Family Welfare (MoHFW), State National Health Missions (NHM), and other GoI entities.

The USAID team and Implementing Partners regularly participate in state and national level planning, review, and improvement processes. It is important to provide data and evidence for these purposes. The contractor will draw lessons from trend analysis for different geographic regions and gather information through primary and secondary sources both within and external to USAID to help understand the local context. The Contractor will triangulate findings and conduct further in-depth analysis using secondary data to understand factors affecting progress of health indicators or find out bottlenecks for backsliding or stagnation. Various data sources, such as those from the Health Management Information Systems (HMIS), National Sample Survey Organization (NSSO) and National Family Health Survey (NFHS), can be analyzed alongside other sources to triangulate findings. Similarly, analyses of USAID investments are required to share the health office’s portfolio implementation progress at national, state and city levels.

Deliverable: USAID estimates 24 analyses (National/state level updates for the NHM/State National Health Mission across USAID states) under Activity 1 per year.

Activity 2: Analyze, compile, and report quick and accurate data for other audiences, including those within and external to USAID.

USAID/India’s Health Office designs new programs, primarily in the areas of Family Planning, Maternal and Child Health, Tuberculosis (TB), Global Health Security, HIV/AIDS and Health System Strengthening. Due to modernization of health services and technological and process innovations, the health sector in India is very dynamic and requires up-to-date information in the fields in which we operate. The Contractor will conduct background research and provide latest data for USAID’s intervention areas which will be needed for developing new concept notes. (See Section H for design-and-implement limitations on implementation of any concept notes developed under this Contract.) Additionally, the Contractor will analyze USAID Implementing Partners data and synthesizing reports and knowledge products. Also, the Health Office staff represent USAID in various national and international forums on health, and hence the Contractor is responsible for providing accurate analysis of the health sector data/information.

Deliverable: USAID estimates 28 analyses under Activity 2 per year.

Activity 3 : Provide data and gap analyses for specific themes (e.g., lab systems and pharmacology innovations, gender, and inclusive development)

One of the key areas of USAID’s intervention is working with marginalized/vulnerable/ unreached populations. It is important to identify health indicators by different socio- economic classes, synthesize the data and communicate in a user-friendly manner to the key decision makers at the central and state governments. The Contractor will conduct research and data analysis for this purpose. Secondary data, like multiple rounds of National Family Health Survey data, will be analyzed to provide insights. The Contractor will present data in such a manner to highlight gap areas in the service delivery system so that actionable insights can be drawn for improved program design and delivery of healthcare services by USAID and its Implementing Partners.

Deliverable: USAID estimates 8 analyses (Consolidate learning and technical briefs/ updates on select cross portfolio areas under Activity 3 per year.

C.5.b Health Communications and Data Visualization

This component focuses on building audience specific visualizations and support communications so that people internal and external to USAID, including USAID in Washington and other Missions, IPs, government representatives, and US taxpayers. All efforts in this component are helping USAID/India Health Office tell its story more effectively and improve programming.

Activity 4: Track, synthesize, develop, and share products that promote USAID health investment learnings and successes.

The Contractor will regularly create products that communicate achievements and learnings under different thematic areas as well as across the Health Office portfolio. Success stories, infographics, videos, visual aids, newsletters, and more will be created and disseminated through appropriate and effective channels to communicate USAID India’s work within the organization and externally.

Deliverable: USAID estimates 28 longer-form, more detailed products based on data analyses per year. USAID estimates 200 short stories or narratives per year.

Activity 5: Support USAID-led “State Learning Exchanges”

The Contractor will provide coordination and documentation support during the periodic “State Learning Exchanges.” These exchanges gather all USAID partners and state government leadership to participate and discuss current activities. The goal of the exchanges is to encourage cross-learning and collaboration among partners. Analysis of where and how partners can best pivot and/or collaborate will be required in addition to providing support for state technical briefs and to showcase USAID’s investment in the state.

Deliverable: USAID estimates 12 analyses (state level health partner learning meetings for the State National Health Mission) under Activity 5 per year.

Activity 6: Support USAID/India to respond to USAID Global Health Bureau information requests.

As emerging priorities arise, there are increasing information requests from USAID’s Global Health Bureau. The Contractor will develop an efficient knowledge management system to support the USAID team to synthesize information from all implementing partners to provide timely and accurate information requests.

Deliverable: USAID estimates 20 reports/analyses in response to information requests (e.g., GHSA reporting, COVID-19 monitoring tool, TB recovery plan reporting, Call to Action reporting and any other) under Activity 6 per year.

C.5.c Learnings Across Health Investments

Promoting cross learning and collaboration among implementing partners is an important component under this mechanism. Facilitating learning exchange through partner meetings, deliberations among USAID, implementing partners, government counterparts and state level knowledge exchange and sharing of lessons is critical to USAID/India’s success in the health sector.

Activity 7: Support USAID/India led meetings with Health sector stakeholders.

The Contractor will manage logistics, venue, and other organizational support for collaborative meetings. The Contractor will organize both small group and large group meetings on short notice. Meeting will be a mix of virtual and in-person events, ranging from smaller roundtables around specific topics (e.g., pollution, social behavior change, men’s engagement, women’s empowerment in health) to larger sector-wide events. Depending on the size and scope of the meeting, participants will include USAID, implementing partners, MoHFW, state and local health officials, and other key stakeholders. Many times, multiple partners work on similar issues in different geography under different context. It is important to bring learnings from each site and share with each other and other partners so that learning can be extended for larger populations of similar context. Meeting logistical requirements and coordination in locations in Delhi and other geographic areas in India where USAID activities are active.

Deliverable: USAID estimates 2 large meetings (170-180 participants), 6 smaller meetings (20- 30 participants), and 12 virtual meetings, under Activity 7 per year.

C.5.d Strengthening the measurement ecosystem through Institutional and Individual Capacity

Strengthening institutional and individual capacity is vital for the sustainability of this Learning mechanism. This component focuses on identifying potential institutions and individuals in emerging areas of health, research and learning and building their capacity to respond to the evolving health sector needs. The works such as literature review and creating an expert pool will be helpful for internal and external to USAID.

Activity 8: Conduct literature reviews, curate resources and quickly respond with expert technical assistance, consultations.

Literature reviews and curated resource lists are important for new and emerging thematic areas and agency priority issues. A clear understanding of previous works including fringe innovations and ideas which often sit outside of USAID’s silos provide an advantage for technical teams to be nimbler and more responsive to emerging priorities, new-design areas and strengthen existing implementation. Experts can be used to elevate and expand our work areas constructively. The partner will have robust systems to swiftly bring on experts/ institutions to be able to swiftly respond to areas that will significantly move the needle on health outcomes.

Deliverables: USAID estimates 6 review products under Activity 8 per year.

Activity 9: Identify and build the capacity of local health measurement institutions including academic or professional bodies and individuals.

The Contractor will identify and build local-level capacity to engage and provide evidence-based feedback to the health system and those that support it. The Contractor will build the capacity of local governmental and quasi-governmental institutions (such as Population Resource

Centers or local institutions in 4-5 geographic areas, the North East, Jharkhand, Odisha, Chhattisgarh and Madhya Pradesh) so that they can better use traditional and newer data forms; guide complementary action research and advise on newer and more efficient methods of measurement to ensure that policy and programs are based on cutting edge and appropriate measurements.

Deliverables: USAID estimates building capacity of 12-15 local institutions under Activity 9 over the life of the project. This will also include strengthening the capacity of up to 100 young scholars on programmatic research and evidence creation over the life of the project.

[END OF SECTION C]

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

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

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

D.2 BRANDING AND MARKING

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” (version from January 8, 2007) at http://www.usaid.gov/policy/ads/300/320.pdf; and USAID "Standard Graphic Manual" available at http://www.usaid.gov/branding/gsm, or any successor branding policy.

NOTE: The Contractor’s Branding Implementation Plan and Marking Plan is attached to this contract as Attachment J.2.

[END OF SECTION D]

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

SECTION E – INSPECTION AND ACCEPTANCE

E.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

The following contract clauses pertinent to this section are hereby incorporated by reference (by Citation Number, Title, and Date) in accordance with the clause at FAR “52.252-2 CLAUSES INCORPORATED BY REFERENCE” in Section I of this contract. Full text of the FAR clauses is available at https://www.acquisition.gov/far/ and full text of the AIDAR clauses is available at http://www.usaid.gov/ads/policy/300/aidar.

FEDERAL ACQUISITION REGULATION (48 CFR Chapter 1)

NUMBER TITLE

FAR PART 16.306 COST PLUS FIXED FEE CONTRACTS

FAR 52.246-5 INSPECTION OF SERVICES-COST-REIMBURSEMENT

FAR 52.246-3 INSPECTION OF SUPPLIES-COST-REIMBURSEMENT

E.2 INSPECTION AND ACCEPTANCE

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

The designated Contracting Officer's Representative (COR) has been delegated authority to inspect and accept services, reports, and required deliverables or outputs as indicated in the contract.

[END OF SECTION E]

https://www.acquisition.gov/far http://www.usaid.gov/ads/policy/300/aidar

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), with the same force and effect as if they were given in full text, in accordance with the clause at FAR 52.252-2 “CLAUSES INCORPORATED BY REFERENCE” in Section I of this contract. See the following for electronic access to the full text of a clause.

FAR: http://www.acquisition.gov (Far Index | Acquisition.GOV) AIDAR: http://www.usaid.gov/policy/ads/300/aidar.pdf

Federal Acquisition Regulation (48 CFR Chapter 1)

NUMBER TITLE DATE

52.242-15 STOP-WORK ORDER AUG 1989

52.242-15 STOP-WORK ORDER ALTERNATE I APR 1984

Acquisition Regulation - AIDAR (48 CFR Chapter 7)

752.7101 VOLUNTARY POPULATION PLANNING ACTIVITIES JUN 2008

F.2 PERIOD OF PERFORMANCE

The period of performance for this contract is four years from the date of contract award of

[TBD].

F.3 PLACE OF PERFORMANCE

The place of performance for this contract is India.

F.4 REPORTS AND DELIVERABLES

In addition to the requirements set forth for submission of deliverables and reports in Section C, I, and J, and in the AIDAR clause 752.242-70, Periodic Progress Reports, the Contractor must submit the required deliverables or report as further described below, to the COR. All reports and deliverables are subject to written approval by the COR, unless otherwise noted.

Note: USAID’s fiscal year starts on October 1 and ends on September 30. The four fiscal quarterly periods in the year begin on October 1, January 1, April 1, and July 1. Any changes to http://www.acquisition.gov/ http://acquisition.gov/far/index.html http://www.usaid.gov/policy/ads/300/aidar.pdf the following deliverables due dates must be approved by the CO, in advance and in writing.

The Contractor must comply with the schedule for the submission of each report listed below.

For the purpose of this section, all days are to be considered as calendar days.

Deliverable Frequency/Due Date Due to

1. Monitoring, Evaluating, Collaborating, Learning and Adapting Plan

Within 60 days from the date of contract COR

2. Quarterly Progress Reports

Within 30 days after end of each quarter COR

3. Demobilization and Disposition Plan

Within 120 days prior to the end date of the contract

COR

4. Final Project Completion Report

Within 30 days prior to the end date of contract COR

1. Monitoring, Evaluation, Collaborating, Learning, and Adapting Plan (MECLAP):

Present the approaches, activities, and goals of Monitoring, Evaluating and Learning (MEL) and Collaborating, Learning and Adapting (CLA) in an integrated fashion. This recognizes the synergies between annual monitoring, periodic evaluating, iterative learning and adaptation, and the centrality of collaboration to all those pursuits. The MECLAP must address how deliverables and activities under the Learning Hub project will be monitored from start to completion and must ensure that high quality information and data are available for activity management and learning, collaborating, and reporting needs. Gender and social inclusion are an essential component of MECLAP. The MECLAP must establish annual indicators and life-of-contract cumulative targets. These targets will be reviewed and adjusted annually in response to the planned activities. The MECLAP must address how the contractor will establish and promote a culture of collaborating learning both internally and amongst stakeholders. The MECLAP must include a Communications Plan for USAID and external stakeholders that highlights USAID’s contributions (in conformity with the Branding and Marking Plan) and encourages engagement, collaboration, and the use of evidence and learning products.

The MECLAP will be reviewed by the COR and can be revised at any time with COR approval.

2. Quarterly Progress Report:

The Quarterly progress report will provide a summary of the activities accomplished, deliverables submitted and approved or disapproved, schedule update, and problems and resolutions encountered during the previous quarter. It will also provide a summary of the activities anticipated during the upcoming reporting period. The report will highlight any circumstances that may lead to delays under the delivery schedule and that may lead to delays under the delivery schedule and the impact of such delay(s) to the remaining performance period.

In addition, the report will provide an overview of the actual expenditures to be invoiced, projection of anticipated expenditures, and the obligated funding remaining.

The COR will review reports within 10 business days and either accept, reject, or provide comments. The Contractor will address any COR comment(s) within two business days and immediately revise and resubmit the progress report. Corrective actions for rejected reports will be determined by the CO.

3. Demobilization and Disposition Plan:

The contractor must submit a Demobilization and Disposition Plan to the COR at least 120 days prior to the last date of contract. The Demobilization Plan must include a Property Disposition Plan, delivery schedule for all reports or other deliverables required under the contract and a timetable for completing all required actions in the Demobilization Plan, including the submission date of the final Property Disposition Plan to the CO. The Property Disposition Plan must include the inventory schedule required by FAR 52.245-1, a plan for the disposition of property to eligible parties and a timeline for the disposition of such property.

4. Final Project Completion Report:

No later than 30 days before the end of the contract, the Contractor must prepare and submit one electronic version (as a single MS Word file) of the Contract Completion Report to the COR which summarizes the accomplishments, methods of work used, best practices, lessons learned, and recommendations regarding unfinished work and/or project continuation, and the financial status of the contract. The report must also contain an index of all reports and information products produced under this contract.

F.6 AIDAR 752.7005 SUBMISSION REQUIREMENTS FOR DEVELOPMENT EXPERIENCE

DOCUMENTS (SEP 2013)

(a) Contract Reports and Information/Intellectual Products.

(1) Within thirty (30) calendar days of obtaining the contracting officer representative's approval, the contractor must submit to USAID's Development Experience Clearinghouse (DEC) one copy each of reports and information products which describe, communicate, or organize program/project development assistance activities, methods, technologies, management, research, results, and experience. These reports include - Assessments, evaluations, studies, technical and periodic reports, annual and final reports, and development experience documents (defined as documents that: (i) Describe the planning, design, implementation, evaluation, and results of development assistance; and (ii) Are generated during the life cycle of development assistance programs or activities.) The contractor must also submit copies of information products including training materials, publications, videos, and other intellectual deliverable materials required under the Contract Schedule. The following information is not to be submitted:

(A) Time-sensitive materials such as newsletters, brochures, or bulletins.

(B) The contractor's information that is incidental to award administration, such as financial, administrative, cost or pricing, or management information.

(2) Within thirty (30) calendar days after completion of the contract, the contractor must submit to the DEC any reports that have not been previously submitted and an index of all reports and information/intellectual products referenced in paragraph (a)(1) of this clause.

(b) Submission requirements. The contractor must review the DEC Web site for the most up-to-date submission instructions, including the DEC address for paper submissions, the document formatting, and the types of documents to be submitted. The submission instructions can be found at: https://dec.usaid.gov.

(1) Standards.

(i) Material must not include financially sensitive information or personally identifiable information (PII) such as social security numbers, home addresses and dates of birth. Such information must be removed prior to submission.

(ii) All submissions must conform to current USAID branding requirements.

(iii) Contract reports and information/intellectual products can be submitted in either electronic (preferred) or paper form. Electronic documentation must comply with Section 508 of the Rehabilitation Act of 1973.

(iv) The electronic submissions must consist of only one electronic file, which comprises the complete and final equivalent of the paper copy.