72039118R00011.pdf

72039118R00011

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

1 119

C. E-MAIL ADDRESS

EXT.NUMBERAREA CODE

B. TELEPHONE (NO COLLECT CALLS)A. NAME

10. FOR

INFORMATION

CALL:

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

PACKAGING AND MARKING

DESCRIPTION/SPECS./WORK STATEMENT

SUPPLIES OR SERVICES AND PRICES/COSTS

SOLICITATION/CONTRACT FORM

PART II - CONTRACT CLAUSESPART I - THE SCHEDULE

H

G

F

E

D

C

B

A

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

11. TABLE OF CONTENTS

18. OFFER DATE17. SIGNATURE

SUCH ADDRESS IN SCHEDULE.

IS DIFFERENT FROM ABOVE - ENTER

15C. CHECK IF REMITTANCE ADDRESS

EXT.NUMBERAREA CODE

15B. TELEPHONE NUMBER

(Type or print)AND

ADDRESS

OF

OFFEROR

CODE 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

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

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 BY

26. NAME OF CONTRACTING OFFICER (Type or print)

CODE 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

04/30/2018 X

PAKISTAN

USAID/Pakistan Office of Acquistion and Assistance U.S. Embassy Diplomatic Enclave, Ramna 5 Islamabad, 4400, Pakistan

See item 7

1400 06/18/2018

Faisal Jawad fjawad@usaid.gov

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X

X

X

X

X

X

X

X

X

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PAGE(S)

Alina Menicucci

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition is unusable

STANDARD FORM 33 (Rev. 9-97)

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

Solicitation No.: 72039118R00011 Training For Pakistan-III

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TABLE OF CONTENTS

STANDARD FORM 33

SECTION B—SUPPLIES OR SERVICES AND PRICES/COSTS

B.1. PURPOSE

B.2. CONTRACT TYPE

B.3. TOTAL ESTIMATED COST AND OBLIGATED AMOUNT

B.4. BUDGET

B.5. INDIRECT COSTS

B.6. REIMBURSABLE COSTS

B.7. PAYMENT OF FIXED FEE

B.8. MULTI-YEAR CONTRACT AND CANCELLATION CEILING

SECTION C—STATEMENT OF WORK

C.1. PURPOSE

C.2. BACKGROUND

C.3. STATEMENT OF WORK

C.4. SPECIFIC TECHNICAL REQUIREMENTS

C.5. CONTRACT MANAGEMENT

C.6. FINANCIAL MANAGEMENT

C.7. GENDER CONSIDERATIONS

C.8. STAFFING AND ORGANIZATION

C.9. CONTRACTOR ROLES AND RESPONSIBILITIES

SECTION D—PACKAGING AND MARKING

D.1. AIDAR 752.7009 MARKING (JAN 1993)

D.2. BRANDING

D.3. BRANDING IMPLEMENTATION AND MARKING PLAN

SECTION E—INSPECTION AND ACCEPTANCE

E.1. NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE . 29

E.2. INSPECTION AND ACCEPTANCE

E.3. PERFORMANCE STANDARDS

SECTION F—DELIVERIES OR PERFORMANCE

F.1. NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE . 30

F.2. PERIOD OF PERFORMANCE

F.3. PLACE OF PERFORMANCE

F.4. AUTHORIZED WORK DAY/WEEK

F.5. REPORTS/DELIVERABLES

F.6. SUBMISSION SCHEDULE

SECTION G—CONTRACT ADMINISTRATION DATA

G.1. ADMINISTRATIVE CONTRACTING OFFICE

G.2. CONTRACTING OFFICER’S AUTHORITY

G.3. CONTRACTING OFFICER’S REPRESENTATIVE

G.4. TECHNICAL DIRECTION

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G.5. PAYMENT & PAYING OFFICE

G.6. AIDAR 752.7003 DOCUMENTATION OF PAYMENT (NOV 1998)

G.7. ACCOUNTING AND APPROPRIATION DATA

SECTION H—SPECIAL CONTRACT REQUIREMENTS

H.1. LANGUAGE REQUIREMENTS

H.2. AUTHORIZED GEOGRAPHIC CODE

H.3. DEFENSE BASE ACT INSURANCE AND SERVICES

H.4. 752.229-71 REPORTING OF FOREIGN TAXES (JULY 2007)

H.5. AIDAR 752.222-71 NONDISCRIMINATION (JUNE 2012)

H.6. AIDAR 752.222-70 USAID DISABILITY POLICY (DEC 2004)

H.7. AIDAR 752.7036 IMPLEMENTING PARTNER NOTICES (IPN) PORTAL FOR

ACQUISITION (JULY 2014)

H.8. AIDAR 752.231-72 CONFERENCE PLANNING AND REQUIRED APPROVALS

(AUGUST 2013)

H.9. AIDAR 752.204-72 USAID FACILITIES AND USAID'S INFORMATION

SYSTEMS (MAY 2016) (DEVIATION NO. M/OAA-DEV-AIDAR-16-2C)

H.10. ADS 302.3.5.19 USAID-FINANCED THIRD-PARTY WEB SITES (NOVEMBER

2017) 50

H.11. ADS 302.3.5.22 SUBMISSION OF DATASETS TO THE DEVELOPMENT DATA

LIBRARY (DDL) (OCTOBER 2014)

H.12. ELECTRONIC PAYMENTS SYSTEM

H.13. ANTI-FRAUD HOTLINE

H.14. AMMONIUM NITRATE AND CALCIUM AMMONIUM NITRATE

RESTRICTION (SEP 2011)

H.15. SECURITY CONDITIONS AND REPORTING

H.16. CONSENT TO SUBCONTRACT

H.17. ENVIRONMENTAL COMPLIANCE

H.18. FOREIGN GOVERNMENT DELEGATION TO INTERNATIONAL

CONFERENCES

H.19. LOGISTIC SUPPORT

H.20. PROHIBITION OF ASSISTANCE TO DRUG TRAFFICKERS

H.21. AMERICAN CITIZENS SERVICES REGISTRATION

H.22. 52.203-99 PROHIBITION ON CONTRACTING WITH ENTITIES THAT

REQUIRE CERTAIN INTERNAL CONFIDENTIALITY AGREEMENTS (JULY 2016) .. 58

H.23. NONEXPENDABLE PROPERTY PURCHASES AND INFORMATION

TECHNOLOGY RESOURCES

H.24. MANAGING INFORMATION TECHNOLOGY RESOURCES

SECTION I—CONTRACT CLAUSES

SECTION J - LIST OF ATTACHMENTS

SECTION K—REPRESENTATIONS, CERTIFICATIONS, AND OTHER STATEMENTS OF

OFFERORS

SECTION L—INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

SECTION M - EVALUATION FACTORS FOR AWARD

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Acronym List

ADS USAID’s Automated Directives System

TFP-III Training for Pakistan – III

AIDAR USAID Acquisition Regulation

CCN Cooperating Country Nationals

CFR Code of Federal Regulations

CO Contracting Officer

COP Chief of Party

COR Contracting Officer’s Representative

CPARS

Contractor Performance Assessment Reporting System

CPFF Cost plus Fixed Fee

CSO Civil Society Organization

DEC USAID’s Development Experience Clearinghouse

DFID U.K. Department for International Development

DO Development Objective

DQA Data Quality Assessment

DUNS Data Universal Numbering System

EU European Union

EXO/SSO

USAID’s Executive Office/Security & Security Office

FAR Federal Acquisition Regulation

FMD Financial Markets Development

GOP Government of Pakistan

GST Pakistan’s General Sales Tax

ICT Information Communication and Technology

IMF International Monetary Fund

NGO Non-governmental organization

NICRA Negotiated Indirect Cost Rate Agreement

OAA USAID’s Office of Acquisition and Assistance

OPM USAID’s Office of Program Management

PII Personally Identifiable Information

RFP Request for Proposal

SAM System for Award Management

SOW Scope of Work

STTA Short-Term Technical Assistance

TA Technical Assistance

TCN Third Country Nationals

USAID United States Agency for International Development

USAID CST USAID Contractor Salary Threshold

USG United States Government

VAT Value Added Tax

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SECTION B—SUPPLIES OR SERVICES AND PRICES/COSTS

B.1. PURPOSE

The purpose of Training for Pakistan-III (TFP-III) is to provide participant training services for capacity development of USAID/Pakistan’s contractors, grantees, partners under government-to-government assistance programs, and directly to the Mission.

B.2. CONTRACT TYPE

This is a Cost-Plus-Fixed-Fee (CPFF) Completion contract. For the consideration set forth in the contract, the Contractor for TFP-III (“Contractor”) must provide the deliverables and outputs described in Section C and Section F.

B.3. TOTAL ESTIMATED COST AND OBLIGATED AMOUNT

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

(b) The total obligated amount available for reimbursement of allowable costs incurred by the

Contractor (and payment of fixed fee, if any) for performance under the contract is $TBD. The Contractor must not exceed the aforesaid obligated amount in accordance with Federal Acquisition Regulation (“FAR”) 52.232.22, “Limitation of Funds”. In accordance with Section-F, the Contractor must not exceed the Pre-Mobilization Budget to be proposed by the Contractor after award until otherwise notified in writing by the Contracting Officer.

B.4. BUDGET

Line Item Total

1. Personnel $

2. Fringe Benefits $

3. Travel and Transportation $

4. Equipment $

5. Supplies $

6. Subcontracts

7. Participant Training Activities $ 11,000,000

8. Other Direct Cost (ODC) $

TOTAL DIRECT COST $

9. Indirect Cost $

TOTAL ESTIMATED COST (EXCLUDING FIXED FEE) $

10. Fixed Fee $

TOTAL COST PLUS FIXED FEE $

(a) The inclusion of any costs in the above budget does not obviate the requirement for prior approval by the Contracting Officer of cost items designated as requiring prior approval by any

6 | P a g e of the terms and conditions of this contract, including the applicable cost principles (see FAR 52.216-7, “Allowable Cost and Payment”); nor, does it constitute a determination of allowability by the Contracting Officer of any item of cost, unless specifically stated elsewhere in this contract. Also, the Contractor must not adjust these amounts without a written modification signed by the Contracting Officer. The Contractor must not bill any amounts against this contract in excess of the amounts specified for each line item.

(b) The Contractor agrees to furnish data that the Contracting Officer may request on costs expended or accrued under this contract.

(c) Without the prior written approval of the Contracting Officer, the Contractor must not exceed the total estimated cost set forth in the budget or the total obligated amount, whichever is less.

B.5. INDIRECT COSTS

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

Description Rate Base Type Period

% 1/ 1/ 1/

1/ Base of Application:

Type of Rate:

Period:

(b) The Contractor will make no change in its established method of classifying or allocating indirect costs without the prior written approval of the Contracting Officer.

B.6. REIMBURSABLE COSTS

(a) The U.S. dollar costs allowable will be limited to reasonable, allocable, and necessary costs determined in accordance with FAR 31 (Contract Cost Principles), FAR 52.216-7, “Allowable Cost and Payment,” FAR 52.216-8, “Fixed Fee,” FAR 52.232-20, “Limitation of Cost,” and FAR 52-232-22, “Limitation of Funds,” if applicable, and AIDAR 752.7003, “Documentation for Payment.”

B.7. PAYMENT OF FIXED FEE

(a) Fixed Fee under this Contract is [TBD]. In accordance with FAR clause 52.216-8, “Fixed Fee”, 1/60th of [TBD] will be paid every month over the period of five years. Remaining Fee will be paid on successful completion of the project.

(b) In accordance with FAR clause 52.216-8 “Fixed Fee”, USAID reserves the right to withhold a reserve not to exceed $100,000. The Contracting Officer shall release 75 percent of all fee withholds under this contract after receipt of an adequate certified final indirect cost rate proposal covering the year of physical completion of this contract, provided the Contractor has satisfied all other contract terms and conditions, including the submission of the final patent and royalty reports, and is not delinquent in submitting final vouchers on prior years’ settlements.

The Contracting Officer may release up to 90 percent of the fee withholds under this contract

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B.8. MULTI-YEAR CONTRACT AND CANCELLATION CEILING

USAID/Pakistan considers this contract non-severable. Therefore, as a multi-year contract as defined in FAR 17.103, the contract remains subject to the requirements contained in FAR 17.106. However, as a cost-reimbursement contract, USAID/Pakistan will authorize the reimbursement for all allowable costs incurred by the Contractor pursuant to FAR 52.216-7, “Allowable Costs and Payment.” As a result, the Contractor will not incur any costs that require amortization over the contract’s period of performance in the event that the Contracting Officer cancels the contract pursuant to FAR 52.217-2. Thus, $0 will serve as the cancellation ceiling for each cancellation date. Accordingly, no requirement to include cancellation dates in the contract exists.

[END OF SECTION B]

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SECTION C—STATEMENT OF WORK

Training For Pakistan–III (TFP–III)

C.1. PURPOSE

Current U.S. Government (USG) assistance to Pakistan addresses the root causes of extremism in Pakistan:

poverty, lack of social and economic opportunities, and weak public services. USG assistance is implemented in partnership with the Government of Pakistan (GOP) to support its vision for developing a prosperous and peaceful country—working through Pakistan’s executive, judicial, and parliamentary institutions, the private sector, and civil society. This assistance will support existing and new projects that provide tangible benefits to Pakistan and implementation of key GOP policies required to sustain the projects.

There is a parallel need to strengthen the capacity of public, private, and civil society organizations to provide relevant and adaptable training and exchanges. Thus, focusing on building skills and knowledge of local professionals will ensure the sustainability of USAID-supported programs in Pakistan.

Under Training for Pakistan-III (TFP-III), the Contractor will provide participant training for capacity development of USAID/Pakistan’s contractors, grantees, partners under government-to-government assistance programs, and directly to the Mission. This Mission-wide program will support all USAID sector teams interested in exchanges with, or training of, host-country nationals. The Contractor will maximize the impact of these programs by linking exchange and training programs, where appropriate, to ongoing or planned developmental assistance activities by USAID technical teams and, if necessary, other USG agencies.

C.2. BACKGROUND

USAID/Pakistan has embarked on an enhanced partnership agreement with the GOP. With this partnership, USAID has undertaken a concerted effort to document lessons learned and successes. Accordingly, the Contractor must be flexible in working with USAID technical teams to accommodate training needs, measure impact, and document successes.

The project will support the achievement of results across all USAID/Pakistan Development Objectives and Crosscutting Objectives as identified in the Mission Strategic Framework. USAID/Pakistan is in the process of designing a new five-year Country Development Cooperation Strategy (CDCS) that directly aligns with the U.S. national security interests. TFP-III is aligned with the CDCS and will contribute to the proposed development objectives: 1) reduced support for violent extremism in the AF/PAK Border Region; 2) strengthened social resilience to violent extremism; and 3) expanded private sector-led inclusive economic growth by supporting activities implemented by technical teams. TFP-III will also support the priority of expanding people-to-people engagement between Pakistan and the United States through increased educational, technical, and cultural exchanges.

The design and statement of work for TFP-III will take into account USAID-wide policies and strategies (i.e., policies on gender, youth, and the environment; and sectoral strategies for education, health, stabilization, governance, economic growth, and agriculture). TFP-III will ensure compliance with all applicable policies and strategies.

USAID/Pakistan’s current TFP-II project concludes in May 2018. Under the follow-on TFP-III, the Contractor will build on the current project achievements, successes, and lessons learned. The offerors are strongly encouraged to review relevant reports when developing proposals.

C.3. STATEMENT OF WORK

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USAID/Pakistan’s crosscutting TFP-III mechanism is intended to meet the need for turn-key participant training for capacity development that meets all requirements of U.S. Department of Homeland Security (DHS), U.S. Department of State (DOS), and USAID regulations. The Contractor will provide a timely training needs assessment, design, implementation (i.e., recruitment, planning, visa processing, and travel logistics), monitoring and evaluation, follow-up, and data reporting services. The Contractor will also apply broader capacity development services as defined in USAID’s Human and Institutional Capacity Development (HICD) handbook.1

The Contractor will establish and implement a systematic and effective mechanism to provide participant training for capacity building that is uniquely specialized for USAID/Pakistan Mission teams and public and private implementing partners. USAID/Pakistan technical teams have numerous participant training activities in their technical programs to which, in part, the Contractor will respond in implementing TFP-III.

The project will allow Mission staff to adjust work plans and address urgent needs with minimal administrative difficulty.

Responsive training services are especially critical, as the Mission requires maximum flexibility to work in a fluid environment. USAID/Pakistan technical teams require quick and efficient training in the United States, in Pakistan, or in a third country. The Contractor must also have the capacity to: conduct training assessments and design training programs; implement workshops, training, conferences, and study tours;

provide short-term technical assistance and training evaluations; coordinate the USAID training alumni association; and provide follow-on activities for participant training programs. In some cases, the Contractor will design, procure, and implement short- and long-term participant training programs in the absence of USAID technical teams’ implementing partners (IPs). In other cases, the Contractor will assist the IPs with the logistics associated with the design, procurement and implementation of short- and long-term participant training programs.

Training under this contract will support all sectors represented in the Mission’s portfolio. Participants will be selected from the public and private sectors while ensuring gender balance and including persons from remote parts of the country. Participants may not be USAID employees or USAID IP employees. For the period of the contract, the illustrative usage table below shows the estimated number of participants the Contractor will process and facilitate for different types of interventions in the United States, in Pakistan, or in a third country.

ILLUSTRATIVE USAGE TABLE

Estimated Number of Participants Year 1 Year 2 Year 3 Year 4 Year 5

U.S short-term programs 200 250 250 250 100

Third-country short-term programs 50 50 65 30 25

Third-country long-term academic programs

2 2

In-country training 400 800 1600 1550 300

Partnerships and faculty exchanges 3 3 3 3 1

Follow-on programs, seminars, workshops, etc.

8 15 15 15 10

C.4. SPECIFIC TECHNICAL REQUIREMENTS

1 http://pdf.usaid.gov/pdf_docs/Pnadt442.pdf

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Under the technical direction of the Contracting Officer Representative (COR), the Contractor will design and implement a training management system. This system will provide the technical teams and USAID/Pakistan’s partners with a full range of participant training opportunities for capacity development to support training needs.

The Contractor will carry out the functions described in the Training Management Systems Functions and Services Table (below) while complying with the training policies and procedures set forth in the following Agency directives: Participant Training and Exchange Visitors Compliance Mission Order No. 200.11;

Automated Directive System (ADS) Chapter 252 for Visa Compliance for Exchange Visitors; and ADS Chapter 253 for Participant Training and Exchanges for Capacity Development. For purposes of this Statement of Work, these functions are characterized as either standard or customized services. The Contractor must be flexible and responsive to Mission needs and changes and use previous experience and lessons learned as applicable.

Training Management Systems Functions and Services Table

System Function ⁻ Standard Services: Essential subset, or minimum services required under Agency and Mission regulations (may be provided for participants handled by other technical Contractors and IPs).

⁻ Customized Services: As negotiated between IPs and technical teams or technical assistance (TA) contractors, as detailed in the USAID/Pakistan Participant Training Plan, prepared by or for each technical team.

Provide technical assistance (i.e., on-the-job training) per technical team’s requirement to the IPs, ministries/line departments at both the federal and provincial level.

1. Training Planning/ Program Development

⁻ Technical team’s training strategy ⁻ Partner institution diagnostics and training strategies that are gender responsive ⁻ Training needs assessments ⁻ Annual Training Plans/Budgets ⁻ Mission Participant Training Plan ⁻ Custom planning and design services as requested

2.Training Implementation

⁻ Trainee Selection/Identification ⁻ Trainee Program Development (Training Action Plans), giving special consideration to ensuring women’s participation.

⁻ Pre-Program Preparations that will include English language training/testing, medical examinations, and enrollment in health and accident coverage insurance

⁻ Orientation ⁻ Monitoring and tracking ⁻ Follow-up, follow-on and re-entry ⁻ Custom implementation services as requested

3.Training Evaluation

⁻ Data collection, storage, analysis, reporting (standard covers guidance and data consolidation for TraiNet data entry, trainee satisfaction, skills mastery, and training provider data and assessment only)

⁻ Customized: process consultation, evaluation ⁻ Customized design, information collection, analysis, and reporting

4. Post Training Support ⁻ Set up post training management system ⁻ Solicit proposals from participant alumni ⁻ Form post training support proposal review committee

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⁻ Review & select proposals for post training support.

5. Alumni Associations

⁻ Build on what has already been achieved regarding alumni associations, using Agency guidelines

⁻ Plan and coordinate alumni events ⁻ Verify participants’ registration in the Agency’s alumni network

6. Data Management

⁻ Training Data: TraiNet collection/consolidation and reporting (covers data entry into TraiNet per Participant Training and Exchange Visitors Compliance Mission Order No. 200.11, and ADS Chapter 253, Participant Training and Exchanges for Capacity Development guidelines.)

⁻ Evaluation data: data collection, consolidation, and reporting ⁻ Prepare and present data as requested by USAID ⁻ Provide custom data management services as requested

7. Monitoring and Evaluation

Working with technical teams:

⁻ Identify standard or generic indicators appropriate for each phase ⁻ Link results to Mission Participant Training Plan ⁻ Measure impact achieved through training via strategic communications

8. Ongoing Expert Consultation

⁻ Provide ongoing expert consultation services related to each project’s overall Training Plan

⁻ Provide custom-developed programs to address the needs of the targeted training and performance gap

⁻ Provide short term consultancy services working with partners and technical offices, as requested.

9. Contract Management ⁻ Management mechanisms to support project implementation ⁻ U.S./local offices and logistic support

10. Financial Managemen

⁻ Budgeting and tracking expenditures linked to technical teams ⁻ Variance reports (planned vs. actual expenditures) with appropriate analysis by technical teams ⁻ Custom financial management services as requested

The responsiveness of the Contractor to deliver both standard and customized services is a critical factor in the Mission’s success.

Note:

- Standard services are to be provided to USAID/Pakistan training programs, managed through the program components, in support of the technical teams and other stakeholders involved in USAID programs. Subsets of these services are essential services, which will be provided by the TFP-III Contractor, for participants whose training is handled by other TA Contractors implementing ongoing projects. All training programs are subject to these minimum requirements, whether managed by the TFP-III Contractor or other TA Contractor.

It is expected that the TFP-III provision of essential services will be included in all new project designs.

- Customized services support USAID/Pakistan technical teams’ demands for highly customized training programs and management services, and ensure the ability to respond appropriately to the needs of various stakeholders. Standard services will be complemented by customized services geared toward technical teams, partner institutions, or technical contractors on a case-by-case basis. These customized services will be detailed, if possible, in the USAID/Pakistan Training Plan and will be adjusted annually or as needed.

The Contractor will provide these services to the level desired by each DO and/or technical team as requested by the COR as defined below.

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C.4.1. Training Planning, Design, and Coordination

The Contractor must be capable of successfully partnering and working with extended technical teams, Mission Activity/Project Managers, the GOP, Mission IPs, and other stakeholders to provide assistance in planning, designing, and implementing degree and non-degree exchange visitor and participant training programs that will effectively achieve Mission and GOP objectives.

C.4.1.a. Needs Assessments and Analysis

USAID/Pakistan assistance is planned, developed, and implemented within the context of targeted USAID, GOP, and partner organization development objectives. Accordingly, it will often be appropriate and necessary for the Contractor to conduct workplace needs assessments and analyses to identify skill gaps as an integral component of USAID assistance design. Each assessment will address the specific and unique context of a given USAID partner organization and will be concerned with performance at both the individual and workplace levels. The Contractor’s assessments will include the consideration of individual skills and knowledge, leadership potential, and the critical mass of trained individuals required for maximum impact, along with appropriate training modalities and venue (in-country, third-country, or United States). The process must represent a comprehensive approach for improving the performance of individuals and their workplace environment through a needs analysis with full stakeholder involvement, and the subsequent implementation of targeted interventions to address the identified performance gaps related to skills and knowledge. The expected outcomes are: 1) training needs assessed and performance gaps related to skills and knowledge identified; and 2) targeted interventions (training programs) identified to address these needs.

C.4.1.b. Development of Consolidated Mission Participant Training Plan and Budget

The Mission Participant Training Plan serves as a strategic management tool and as a Contractor work plan component for Agency budgeting purposes. Development of this plan consolidates input from the stakeholders and any training needs assessments conducted.

The Contractor will assist the Mission in developing, producing, and revising an annual, comprehensive Mission Participant Training Plan that includes sex-disaggregated data from the technical and support teams.

The completed and approved Mission Participant Training Plan will include plans implemented by other IPs and will identify required funds for each technical team training under the TFP-III. The Plan will be revised on an ongoing basis to reflect the Mission’s evolving needs. The Contractor will conduct and document periodic assessments of achievements measured against constraints identified in the Plan. The expected outcomes are: 1) the Mission Participant Training Plan is produced and a detailed budget developed; and 2) achievements assessed and measured against the Mission Participant Training Plan.

C.4.1.c. Revitalizing and Facilitating Extended Participant Training Working Group

In coordination with members of the USAID/Pakistan Mission, the Contractor will revitalize and facilitate the existing Participant Training Working Group. The Contractor will be proactive by holding monthly or quarterly meetings as appropriate. These meetings will bring all capacity development and participant training professionals together to share news and views and discuss the latest rules and regulations. The Contractor is responsible for a fully functional working group and maintenance of effective relationships with the myriad Mission IPs. The expected outcome is to revitalize the existing USAID/Pakistan Participant Training Working Group and work cohesively with USAID technical/support teams and their IPs to identify participant training and capacity development needs, and share information and experiences related to participant training and exchange visitors.

C.4.2. Interventions Implementation and Logistics Services

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The Contractor will provide a full range of turn-key implementation services under this mechanism. The Contractor will ensure that these services are carried out in strict accordance with the requirements of ADS 252, ADS 253, the Agency’s Complete Guide for USAID Visa Compliance, the USAID/Pakistan Mission Order for Participant Training 200.11, and all other applicable federal and Agency policies and directives.

These services will support execution of the Mission Participant Training Plan, as well as the interventions of other USAID contractors, grantees, and recipients. The expected outcome is effective participant training services rendered. Specifically, the Contractor will provide the following support services:

C.4.2.a. Participant Training Interventions

Interventions included in the Mission Participant Training Plan may take place in-country, in the United States, or in a third country, as appropriate, including, but not limited to, the following formats:

● Short-term Technical Training and Exchanges

● Conferences, Seminars, Workshops, and Round Tables

● Observational Study Tours

● Long-term Academic Studies

● Scholarship Programs

● Community Connections

Short-term Technical Training and Exchanges may be requested for mid- to high-level professionals from the public and private sectors, or others, and may be conducted in-country, in third countries, or in the United States, depending on the goals of the intervention and the most efficient, results-oriented, cost-effective venue. Based on the number of participants who have attended in-country training in the past several years, the Contractor will prepare an in-country training plan and procedures to implement short-term technical training at in-country sites by local training organizations/institutions, and/or by engaging individual subject matter experts from Pakistan, the United States, or a third country. These trainings may be tailored specifically to address the particular needs of the targeted entity or off-the-shelf programs. The trainings are structured experiences that help individuals, both men and women, acquire new, predetermined knowledge, skills, and attitudes that support achievement of Mission objectives and aim toward the strengthening of the participant’s employer, institution, or sector. For example, participants from various budget offices in local government organizations might be selected to attend a two-week, in-country short course on accounting and financial management that results in new skills for the participants and improved performance of the local government organizations.

Conferences, Seminars, Workshops, and Round Tables may be requested for judges, journalists, educators, agriculturists, government officials, or staff from any number of other Pakistani institutions and organizations germane to USAID programs. These activities may take place in-country, in the United States, or in a third country. Based on the number of participants who have attended in-country training in the past several years, the Contractor will prepare an in-country training plan and procedures to implement these types of interventions at in-country sites by local training organizations/institutions, and/or individual by engaging subject matter experts from Pakistan, the United States, or a third country. For example, staff members from agricultural research institutions might be selected to attend a seminar on agri-food enterprise development.

Observational Study Tours may be requested for judges, journalists, educators, agriculturists, government officials, or staff from any number of other Pakistani institutions and organizations germane to USAID programs. These study tours might take place in the United States or in a third country. For example, a study tour might take Pakistani customs officials to the United States to gain exposure to the day-to-day functioning of a U.S. Customs and Border Protection field operations office that enforces import and export laws and regulations.

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Long-term Academic Studies may be requested for mid- to high-level professionals from the public and private sectors, or others, and may be conducted in-country, in third countries, or in the United States, depending on the goals of the program and the most efficient, results-oriented, cost-effective venue. For example, under the TFP-III, participants could be sponsored for bachelor’s, master’s, or Ph.D. degrees in science, education, health, engineering, business, public administration, or other disciplines.

Scholarship Programs may be requested for students studying in local secondary schools, technical diploma programs, and academic programs. For example, high school and university students in good standing studying in the Federally Administered Tribal Areas (FATA) region may receive scholarships for specific programs identified by a USAID Technical Team.

Community Connections will support the public diplomacy goal of exposing participants to U.S. society and promoting reforms. These interventions are home-stay-based practical opportunities in the United States for entrepreneurs, local government, legal professionals, non-governmental organization leaders, and other professionals. Participants are placed with community organizations of similar interest in the United States that arrange such activities as hands-on internships with volunteer companies and organizations, site-visits, professional training, seminars, and community-based cultural activities.

Community Connections will:

● Expose participants to U.S. society

● Create links between the United States and Pakistan

● Encourage public-private partnerships in Pakistan by including private sector and government participants

● Provide professional training and exposure to day-to-day functioning of a free market system and democratic society

Regardless of the training type, length, and venue, the Contractor will identify the best-suited programs and institutions and, with concurrence of the technical team point of contact (POC) and the COR, will be responsible for all tasks associated with participants’ admission and program enrollment.

Mission technical teams will submit, through the TFP-III COR, Training Requests reflecting their respective priorities and demands for the Contractor on specific tasks to be accomplished. The Contractor will assist the Mission’s technical teams in planning and coordinating their overall participant training effort.

C.4.2.b. Participant Recruitment and Selection

The TFP-III Contractor will provide open, inclusive, and transparent recruitment selection services that will include, but not be limited to, verification of candidates’ qualifications for a specific intervention (e.g., candidates’ academic background and potential role in addressing a performance gap within an identified USAID partner organization), participation on selection panels, ensuring that participants meet the selection criteria, and conducting initial program orientations for familiarization with the ADS 252 – Visa Compliance for Exchange Visitors (as necessary), ADS 253 – Participant Training for Capacity Development, the Mission’s policies, and necessary pre-departure processing procedures. The TFP-III COR and Technical Teams ultimately approve all participants and exchange visitors.

C4.2.c. Training Program Development

The Contractor will develop individual and group training programs using the best approaches and practices that meet USAID policies and standards set forth in ADS 253. Follow-on programs with specific emphasis on the training participant organization’s plan after the return of the participant will be included in the planning stage.

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C.4.2.d. Participant Processing Services

The Contractor will provide a complete range of exchange visitor/participant processing services and data reporting in TraiNet to include:

● For exchange visitors/participants, training or other interventions in the United States: vetting of participant as per Mission Order No. 300.6, – Security Risk and Fraud Inquiry (SRFI) assistance, visa processing, English language verification, medical certification, health and accident coverage insurance enrollment, travel logistics, all other required documentation, and participant data reporting (meeting all DHS, DOS, and USAID requirements).

● For visitors/participants, training or other interventions in a third country: vetting of participant as per Mission Order No. 300.6, visa processing, language interpretation services, medical certification, health insurance enrollment, all other required documentation, and participant data reporting.

● For in-country training: vetting of participant as per Mission Order No. 300.6, required documentation and data reporting on participants.

English Language and Other Required Testing and Training: Based on the results of the participant selection process, the Contractor will identify required preparatory courses for participants selected for U.S. or third-country training programs. The Contractor will arrange, enroll, and follow up on pre-program testing requirements, such as the Test of English as a Foreign Language (TOEFL), Graduate Record Examinations (GRE), Graduate Management Admission Test (GMAT), and others, and verify that all participants are proficient in the English language at a sufficient level to participate in his or her program. Although a participant may be accompanied by an interpreter for U.S.-based training programs, each participant must have sufficient English language skills to understand and respond to basic questions at the port of entry.

Conditions of Sponsorship: For the U.S. and third-country programs, the Contractor will ensure that USAID Forms 1381-6 (Conditions of Sponsorship for J-1 Visa Holders) and Form 1381-7 (Conditions of Sponsorship for Third Country Training) are fully understood by the participant and are signed, as appropriate, by both the participant and by a USAID/Pakistan representative from the respective Technical Team.

Placement: The Contractor will identify and place participants in appropriate training and academic education programs implemented through third-party providers. To facilitate this process, the Contractor may conduct a mapping of training and capacity development service providers. The Contractor will consider cost effectiveness and achievable results when placing participants. Bringing international experts to Pakistan to conduct trainings could reach more participants and be more cost effective than sending a small group to the United States or a third country. However, if the goal of the program is to expose the participants to another country’s culture and society, then the results will be greater and more impact will be achieved by sending participants to other countries. Similarly, a Training-of-Trainers approach combined with follow-on support to cascade downstream training while maintaining fidelity could yield greater change and improvement.

The guiding principle in selection of all interventions is to find the most appropriate, highest-quality, and most cost-effective option to meet the defined objectives of the program. For postgraduate study programs, placement entails identifying and ranking potential universities and recommending at least three options to the Mission for approval. Options must include concise descriptions of placement options and budgets for each participant. In proposing options, the Contractor will take into account the academic and technical resources available from the provider as well as the cultural environment. In addition, the Contractor will consider existing or newly formed partnerships under other USAID/Pakistan projects. However, placement will not be solely based on this. Technical offices reserve the right to select a preferred option based on its technical appropriateness or availability of funding.

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Visas: The Contractor will assist participants in completing and processing all forms and requirements for obtaining the clearances necessary for the country of training/travel. Participants funded by USAID are exempt from payment of fees for the J-1 visa. The Contractor will budget for third-country visa fees when preparing individual training intervention budgets.

Medical Examination: The Contractor will assist participants in obtaining pre-departure medical examinations and clearances. The Contractor will also ensure that all waivers are appropriately signed and designate responsibility for all claim payments. All pre-departure medical examinations for participants and their dependents (as applicable) must be conducted by medical practitioners and at facilities approved by the U.S. Embassy.

Waivers: The Contractor will prepare and process all documentation, supporting justifications, and information for required waivers for participants, such as a medical waiver and a two-year home residency requirement waiver.

Insurance: The Contractor will enroll all participants studying in the United States, and their dependents (as applicable), in an acceptable Health and Accident Coverage (HAC) program, meeting all requirements stated in ADS 253. For participants studying in third countries, the Contractor will obtain and enroll the participants in a commercially available and approved health and accident insurance program. The Contractor will budget and pay all premiums to the insurance providers. A participant may have double coverage if the training/academic institution has a mandatory health program included in the tuition cost or as a separate mandatory fee. The Contractor will budget and pay the cost of the double coverage in accordance with rules set forth in the ADS 253.

Travel: For U.S. and third-country participants, the Contractor will arrange and pay for all travel and logistical support in a timely manner. These services include, but are not limited to, planning itineraries, scheduling travel, purchase of tickets, and providing “meet and greet” services in the country of training, Contractor’s host-nation contact information, and instructions for participants. The Contractor will ensure the validity of the participants’ medical clearances and visas before any cost is incurred for their travel.

Allowances: The Contractor will provide timely payments of all advances, allowances, and approved expenses to U.S. and third-country participants, in accordance with USAID regulations. The Contractor may need to budget higher costs for participants with disabilities in order to provide them with needed equipment and supplies. The COR must approve/deny any adjustment in allowances for all participants, based on the documentation and justification provided by the Contractor.

Technical Escorts/Interpreters: The Contractor will make all arrangements for provision of technical escort and/or interpreter services for U.S. or third-country training programs when participants are not proficient in the language of training or when the size of a participant group or other factors require an escort or program manager. Allowances, salaries, and other costs of escorts/interpreters will be paid in accordance with USAID regulations.

Qualified Persons with Disabilities: The Contractor will select and include for training and exchange programs (both academic and technical) qualified persons with disabilities. The USAID Disability Policy Paper dated September 12, 1997, provides guidance and procedures to promote training opportunities for persons with disabilities within USAID programs in the United States as well as in host countries where USAID has programs. Refer to ADS 253 for guidelines on special and maintenance allowances and medical insurance for persons with disabilities.

Dependents: USAID defines a dependent as the spouse or child (under age 21) of a USAID-sponsored participant. In order to avoid a management burden and financial liability, and to minimize the possibility of non-returnees, USAID strongly discourages dependent travel with participants attending training in a third

17 | P a g e country or the United States. The Contractor must be mindful of the possible adverse effects of dependents on program success. The USAID COR must approve dependent travel as per Mission Order No. 200.11 and may only approve dependent travel when it is in the best interest of the Agency, or when medical conditions or cultural or religious norms would otherwise require a Participant Training event to be cancelled if a participant could not be accompanied by a dependent.

If dependent travel is approved, the participant will bear sole responsibility for supporting his or her dependents while they are in training, and must show evidence of having the resources to do so. Evidence of resources should include a round-trip airline ticket (if feasible) or guaranteed round-trip airline travel for the dependent(s), and health and accident insurance coverage. USAID has no obligation to pay living expenses for family members who accompany a participant. A general rule is that 50 percent of the monthly maintenance amount for the area is required for each accompanying dependent. The Contractor will consider the total number of dependents and the expected length of stay in the country of training in determining total expenditure estimates for the Dependent Certification.

The Contractor will ensure adherence to Mission Order No. 300.6 and Mission Order No. 200.11 Security Risk and Fraud Inquiries (SRFIs), J visa requirements, and any other DHS regulations that relate to spouses and dependents, including updating TraiNet data for any changes in the dependent’s location. Refer to ADS 252 for visa compliance requirements and ADS 253 for the details of dependent issues.

Pre-training Orientations for In-country Activities: The Contractor will provide participants with a proper and complete pre-training orientation on all aspects of USAID sponsorship, in accordance with USAID and Mission policy. Orientation may also include the involvement of employers or other stakeholders to gain a shared understanding of the prospective benefits from the participant’s skill and knowledge gains.

Pre-departure and Arrival Orientations for U.S. and Third Country Activities: The Contractor will provide participants/exchange visitors with a proper and complete pre-departure orientation on all aspects of USAID sponsorship, in accordance with USAID and Mission policy. Orientation may also include the involvement of employers or other stakeholders to gain a shared understanding of the prospective benefits from the participant’s skill and knowledge gains. Pre-departure orientation planning will include an initial participant program orientation at the participant selection stage, and subsequent detailed orientations held immediately before departure for the United States or a third country. The specific content of the orientations will be discussed with and approved by the COR in consultation with respective Mission technical offices, as necessary. In some cases, arrival orientation will be given in the United States and in third countries, as appropriate, by the Contractor’s home office staff and/or training providers. For U.S. programs, the Contractor is encouraged to utilize the guidance contained in the USAID document entitled “Pre-Departure Guide for U.S.