Annex B. Amended Sol_72039124R00003 (Main BPA).pdf

Issuance Date: September 06, 2024 Questions Deadline: 5:00p.m. Pakistan Standard Time September 17, 2024

Proposal Submission Deadline: 5:00p.m. Pakistan Standard Time October 15, 2024

Dear Offerors, The U.S. Agency for International Development in Pakistan (USAID/Pakistan) intends to establish Blanket Purchase Agreements (BPAs) in order to facilitate the procurement for recurring Monitoring and Evaluation (M&E) services that will help ensure sufficient oversight of USAID/Pakistan activities.

USAID/Pakistan anticipates this solicitation will result in multiple BPA awards. The Offerors shall furnish all services as defined in the Section C of this solicitation. Interested offerors should carefully review and comply with the Instructions to Offerors (Section L) and evaluation factors - Factors for Award (Section M) of this solicitation.

In addition to the BPAs, USAID/Pakistan is issuing a BPA Call Proposal Request in accordance with “Attachment J.7”.

Please note that USAID/Pakistan will first evaluate and award the BPAs to the successful offerors in accordance with Section M of this solicitation, and then will evaluate the price quotes for BPA Call submitted in accordance with the Section M of Attachment J.7.

Interested offerors may submit questions to Adnan Khurshid at akhurshid@usaid.gov with a copy to Muhammad Yasser at myasser@usaid.gov by the Questions Deadline indicated above. Answers to all questions received by the deadline will be posted through an Amendment to this solicitation.

A proposal in response to this solicitation must be submitted by the Proposal Submission Deadline indicated above. Issuance of this solicitation does not constitute an award or commitment on the part of the U.S. Government (USG) to make an award, nor does it commit the USG to pay for costs incurred in the preparation and submission of a proposal.

Thank you for your interest in USAID/Pakistan activities.

Sincerely, Sandro Carrillo

Contracting Officer

USAID/Pakistan mailto:akhurshid@usaid.gov mailto:myasser@usaid.gov

Solicitation No. 72039124R00003 Blanket Purchase Agreement - Performance Monitoring and Evaluation Services

TABLE OF CONTENTS

SECTION A – SOLICITATION/CONTRACT FORM (SF 33) 4

SECTION B – SUPPLIES OR SERVICES/PRICE 5

B.1 PURPOSE 5

B.2 CONTRACT TYPE 5

B.3 BPA CEILING 5

B.4 FULLY BURDENED DAILY RATES (FBDR) AND PER DIEM RATES 5

B.5 PAYMENT SCHEDULE 6

SECTION C – DESCRIPTION /SPECIFICATION 7

C.1 PURPOSE 7

C.2 BACKGROUND 7

C.3 COMPONENTS 8

C.4 IMPLEMENTATION APPROACH 11

C.5 GENDER CONSIDERATIONS 13

C.6 LOG FRAMEWORK 14

SECTION D – PACKAGING AND MARKING 16

D.1 BRANDING IMPLEMENTATION PLAN AND MARKING PLAN 16

D.2 BRANDING AND MARKING POLICY 16

D.3 AIDAR 752.7009 – MARKING (Jan 1993) 16

D.4 BRANDING STRATEGY 16

SECTION E - INSPECTION AND ACCEPTANCE 18

E.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE 18

E.2 INSPECTION AND ACCEPTANCE 18

SECTION F – DELIVERIES OR PERFORMANCE 19

F.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE 19

F.2 PERFORMANCE STANDARDS 19

F.3 REPORTS AND DELIVERABLES 19

F.4 PERIOD OF PERFORMANCE AND ORDERING PERIOD 20

F.5 PLACE OF PERFORMANCE 20

F.6 AUTHORIZED GEOGRAPHIC CODE 20

F.7 VETTING REQUIREMENTS 20

SECTION G – CONTRACT ADMINISTRATION DATA 21

G.1 ADMINISTRATIVE CONTRACTING OFFICE 21

G.2 CONTRACTING OFFICER’S REPRESENTATIVE 21

G.3 CONTRACTING OFFICER'S (CO) AUTHORITY 21

G.4 CONTRACTOR’S PRIMARY POINT OF CONTACT 21

G.5 PAYING OFFICE 21

G.6 INVOICE 22

G.7 BPA CALLS PROCESS 22

SECTION H – SPECIAL CONTRACT REQUIREMENTS 23

H.1 ORGANIZATIONAL CONFLICTS OF INTEREST: PRECLUSION FROM FURNISHING CERTAIN SERVICES

AND RESTRICTION ON USE OF INFORMATION (SEPTEMBER 2018) 23

H.2 ORGANIZATIONAL CONFLICTS OF INTEREST: PRECLUSION FROM IMPLEMENTATION OF PROJECTS AND

MONITORING SERVICES 23

H.3 EXECUTIVE ORDER ON TERRORISM FINANCING 23

H.4 FAR 52.204-7 SYSTEM FOR AWARD MANAGEMENT (OCT 2018) 24

SECTION I – CONTRACT CLAUSES 26

I.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE 26

I.2 52.204-25 PROHIBITION ON CONTRACTING FOR CERTAIN TELECOMMUNICATIONS AND VIDEO

SURVEILLANCE SERVICES OR EQUIPMENT (AUG 2020) 28

I.3 752.204-71 PARTNER VETTING (FEB 2012) 31

I.4 752.204-71 PARTNER VETTING (FEB 2012) - ALTERNATE I (FEB 2012) 32

SECTION J – LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS 35

SECTION K – REPRESENTATIONS, CERTIFICATIONS, AND OTHER STATEMENTS OF OFFERORS 36

K.1 FAR 52.204-24 REPRESENTATION REGARDING CERTAIN TELECOMMUNICATIONS AND VIDEO

SURVEILLANCE SERVICES OR EQUIPMENT (NOV 2021) 36

K.2 FAR 52.204-26 COVERED TELECOMMUNICATIONS EQUIPMENT OR SERVICES-REPRESENTATION (OCT 2020) 39

SECTION L – INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS 40

L.1 ELIGIBILITY 40

L.2 GENERAL INSTRUCTIONS 40

L.3 INSTRUCTIONS FOR THE PREPARATION OF TECHNICAL PROPOSAL 41

L.4 TECHNICAL APPROACH (counts towards page limit) [See M.2.1] 42

L.5 MANAGEMENT PLAN (counts towards page limit) [See M.2.2] 42

L.6 PAST PERFORMANCE INFORMATION (does NOT count towards page limit) 43

[See M.2.3] 43

L.7 INSTRUCTIONS FOR THE PREPARATION OF THE PRICE QUOTE 43

SECTION M – EVALUATION FACTORS FOR AWARD 45

M.1 SOURCE SELECTION 45

M.2 EVALUATION FACTORS 45

M.3 PRICE QUOTE EVALUATION 47

72039124R00003

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)

System (DPAS) - Code of Federal Regulations - at 15 CFR 700.

6. REQUISITION/PURCHASE NUMBER

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

NEGOTIATED (RFP) REQUEST FOR

SEALED BID (IFB) INVITATION FOR BID

5. DATE ISSUED

1. This Contract is a Rated Order under the Defense Priorities and Allocations RATING PAGE OF PAGES

4 47

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

INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

REPRESENTATIONS, CERTIFICATIONS AND

LIST OF ATTACHMENTS

CONTRACT CLAUSES

PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS

I

J

K

L

M SPECIAL CONTRACT REQUIREMENTS

CONTRACT ADMINISTRATION DATA

DELIVERIES OR PERFORMANCE

INSPECTION AND ACCEPTANCE

PACKAGING AND MARKING

DESCRIPTION/SPECIFICATIONS/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

EXTENSIONNUMBERAREA 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

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. 3304 (a) ( 10 U.S.C. 3204 (a) (

22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION UNDER THE

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

AWARD (To be completed by government)

CODE

REQ-391-20-000050

720391

USAID/Pakistan

U.S. Embassy Diplomatic Enclave, Ramna 5 Islamabad, 44000 Pakistan

Adnan Khurshid akhurshid@usaid.gov

PAGE(S)

Sandro Carrillo

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition is unusable

STANDARD FORM 33 (REV. 12/2022)

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

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

PROPOSAL

UNITED STATES CODE AT:

23 45

SECTION B – SUPPLIES OR SERVICES/PRICE

B.1 PURPOSE

The Contractor will provide the services described in Section C of this Blanket Purchase Agreement (BPA). The Contracting Officers (CO) will request services through the issuance of “BPA Call Proposal Requests” that will result in “BPA Calls” or “Calls.”

B.2 CONTRACT TYPE

This is a multiple-award BPA and USAID will issue BPA Calls on a Firm Fixed Price basis.

B.3 BPA CEILING

The overall ceiling for this multiple-award BPA is $3,617,529. The total aggregate dollar value of BPA Calls awarded to all Contractors must not exceed this BPA ceiling.

The BPA does not obligate any funds.

B.4 FULLY BURDENED DAILY RATES (FBDR) AND PER DIEM RATES

The FBDR given below are inclusive of all direct and indirect costs (base salaries; fringe benefits;

overhead; general and administrative expenses and other associated costs, if any) and profit.

Similarly, Per Diem Daily Rates are inclusive of meals, lodging and incidental costs. The rates listed in the below tables constitute ceiling rates, and the Contractor may discount these rates at the BPA Call level.

[to be filled out at the time of award]

Ceiling for FBDR

Labor Category FBDR Year

FBDR Year

Task Manager/Team Lead

Performance Monitoring Specialist

Evaluation Specialist

Sector Specialist

Gender Specialist Diversity, Equity, Inclusion, Accessibility (DEIA) Specialist

Data Analyst

Report Writer

Editor

Ceiling Per Diem Rates

Location Year 1 Year 2

Islamabad

Lahore

Karachi

Other Cities

[End of Section B]

SECTION C – DESCRIPTION /SPECIFICATION

STATEMENT OF WORK

C.1 PURPOSE

The Performance Monitoring & Evaluation (M&E) Activity (referred afterwards as the “Activity”) will provide high-quality, reliable, timely, and objective monitoring, evaluation, and learning (MEL) support services to help ensure sufficient oversight of USAID/Pakistan (also referred as “Mission”) activities. More specifically, the Activity will enable USAID/Pakistan Agreement/Contracting Officer’s Representatives (A/CORs) to use independent monitoring services to verify and report on activity implementation when USAID staff are unable to conduct site visits due to a number of reasons, including, but not limited to: non-permissive security conditions; difficulty obtaining Pakistani government approval to visit certain geographic locations; unavailability of Embassy assets to facilitate site visits, and health/safety issues (such as presented by any pandemics and natural disasters). Independent monitoring under this Activity will include verification of environmental requirements and mitigation plans, as needed.

The primary focus of the Activity will be independent monitoring; however, it will be used also for select evaluations or assessments based on the learning priorities of the Mission requirements and for other learning activities like capacity building workshops for USAID staff and Implementing Partners (IP).

This Activity will help inform and improve implementation of the Mission’s Country Development Cooperation Strategy (CDCS), see Attachment J.5, and support achievement of the strategy’s development objectives by providing timely and evidence-based M&E data. It will also assist USAID in fulfilling its responsibilities as a steward of taxpayer dollars by helping prevent waste, fraud, and abuse in the administration of activities.

C.2 BACKGROUND

The CDCS, which defines USAID’s development assistance priorities for Pakistan for the period 2023-2028, aims to achieve a more resilient, gender-equitable, inclusive, and prosperous Pakistan. The goal aligns with Pakistan's Country Roadmap, which highlights challenges in inclusive development, governance, human capacity, economic policy, and climate vulnerability.

It emphasizes climate-resilient economic growth, inclusive democracy, rights, governance, and improved health and education outcomes, focusing on a systems-strengthening approach to address these issues.

USAID/Pakistan works in a number of sectors, including health, education, infrastructure, economic growth, agriculture, energy, peace, governance, and community resilience nationwide.

The Mission currently has around 50 activities, though its overall portfolio likely will be reduced in size over the course of the current CDCS.

Monitoring, Evaluation, and Learning

USAID/Pakistan complies with Agency guidance on MEL, including the USAID Evaluation Policy (2011) and the Automated Directives System (ADS) 201 Program Cycle Operational Policy. In addition, the Mission has implemented an approach to enhance its performance monitoring, which is based on Agency best practices and recognizes that, particularly in environments where it is difficult to access activity sites, it is important to rely on a variety of monitoring actors to gather activity data. Under this Multi-Tiered Monitoring (MTM) approach, activity managers and technical representatives gather and analyze data from multiple sources, or “Tiers,” including: 1) USAID Contact with theIP, 2) Document Reviews, 3) USAID Site Visits, 4) Independent Monitoring, and 5) External Sources, to document findings, triangulate information to ensure confidence in the reporting, and use the results to inform programmatic decisions. This Activity will provide the requisite services to support activity managers and other USAID staff members in meeting “Tier 4” of the MTM approach.

This Activity is expected to provide MEL support across the entire Mission, including support offices and regional offices in Peshawar, Karachi, and Lahore. Technical offices that will utilize this Activity include: the Offices of Health, Population and Nutrition; Education; Climate Sustainable Growth; Financial Management; Program Management; and Democracy & Governance.

The Mission has historically used third-party mechanisms to conduct infrastructure Quality Assurance/Quality Control (QA/QC), and will continue to do so until all infrastructure activities are completed. While information sharing between the QA/QC and MEL support contracts managed by Mission offices is encouraged, this Activity will operate independently of any other MEL support mechanisms. The Contractor for this Activity is solely responsible for providing the deliverables described in this SOW.

C.3 COMPONENTS

The Contractor’s performance of the components below must comply with quality standards outlined in ADS Chapter 201 and USAID’s Evaluation Policy.

Component 1: Monitoring Support

This Activity will provide high-quality, timely, independent, and useful performance monitoring support services to help USAID/Pakistan to meet its performance monitoring responsibilities.

CORs, AORs, Activity Managers (AMs), Government Agreement Technical Representatives (GATR), and other USAID/Pakistan staff members require performance monitoring data to protect USG funds and ensure they are used in accordance with contracts/agreements, as well as to help identify activities with implementation challenges; improve and adapt activities during implementation; and inform new activity designs.

The Activity will utilize creative, innovative approaches to mitigate the challenges of monitoring in remote or difficult-to-reach areas. These approaches must remain sensitive to the operating environment in Pakistan and may include a variety of tools such as: Global Positioning System (GPS) location-stamped photos, data from GPS tracking devices, remote sensing, surveys (e.g., rapidly deployed crowd sourced/community mobilization or longer-term door-to-door household surveys), remote data collection using mobile devices (e.g., SMS, text message, or Interactive Voice Response (IVR)), and/or crowdsourcing.

The Activity will also provide monitoring support services for direct Government-to-Government https://www.usaid.gov/sites/default/files/2024-07/201_071624.pdf

(G2G) agreements that USAID/Pakistan has executed with the Federal and provincial governments in Pakistan. The Contractor of this activity should consider using the G2G/host government systems for data collection, as determined by USAID, but remain prepared to supplement this data to ensure that systems yield high-quality information.

The Mission developed a number of monitoring data collection and analysis tools under the previous M&E contracts. These tools will be shared with the Contractor for reference and use under this Activity.

Specific performance monitoring tasks will include, but will not be limited to:

a - Site Visits and Verify Activity Implementation:

The Contractor will conduct site visits and activity verification related to the activity MEL plans, MTM plans and/or work plans. This includes monitoring support services for projects and activities located in environments that pose challenges to accessibility, especially in Khyber Pakhtunkhwa (KP) province, including the newly merged districts, southern Punjab, northern Sindh, and Balochistan as well as neighborhoods in the city of Karachi that are inaccessible to USAID. This monitoring support will provide technical representatives with the necessary data to verify partner compliance with award requirements, including but not limited to, interventions conducted under the work plan, results achieved, participant training requirements, environmental requirements and plans, climate change adaptation, and marking and branding compliance. For example, the Activity will verify interventions such as commodities and equipment delivery, maintenance and usage, utilization of services through USG-assisted facilities, community outreach and mobilization, and capacity building. The Activity will analyze the performance data it collects from site visits, and will flag inconsistencies or red flags that arise during monitoring immediately to USAID.

The Contractor will avoid inefficient or duplication of data collection efforts by actively coordinating with USAID/Pakistan and its IPs to establish a protocol or schedule for joint data collection across sectors or geographical areas, and will create and utilize performance monitoring tools, such as a standard checklist for use during regular site visits. The Contractor will seek prior approval from COR before using any monitoring tools in the field. The Activity reports will follow a standard template that will be made available to the Mission offices and IPs in electronic form, as guided by USAID.

In all cases when dealing with IPs, the Contractor must not give the impression that it is, or is acting as, a representative of the USG, nor shall it attempt to enforce USAID policies or regulations.

For infrastructure activities, USAID/Pakistan has executed agreements with engineering firms to conduct oversight of construction tasks. Nevertheless, the Activity may support the monitoring of higher-level results of those construction activities (e.g., roads, dams, power plants, schools or clinics constructed) for beneficiaries.

b - Data Quality Assessments:

The Activity will support the completion of Data Quality Assessments (DQA), which include recommendations to ensure the soundness of data collection methods and common definitions, and facilitate aggregation of data from multiple partners/sources. The Mission anticipates the need for annual DQAs that will contain not more than 20 new or updated indicators. The Contractor will use standard checklist and guidance documents, provided by the Mission, to conduct and record the DQAs.

Component 2: Evaluation and Assessment Services

The Contractor will complete high-quality, timely, and useful performance, impact and ex-post evaluations and assessments of USAID/Pakistan’s development projects and activities, which will enable the Mission to improve the implementation of these projects and activities and plan future projects and activities in support of the results defined in the CDCS.

The Contractor will design and implement methodologically rigorous evaluations and assessments, including the following:

● Mid-term and final performance evaluations, impact evaluations, ex-post evaluations, assessments, or special studies to inform USAID’s decision-making process, such as on resource allocation, geographic focus, and the design of a new project or Mission strategy;

● Ad-hoc analyses and/or surveys to inform a development objective or cross-cutting programs;

● Recurring assessments in various areas, including but not limited to, Knowledge, Attitudes and Perceptions (KAP); gender; youth; and sectors relevant to the Mission’s work, as requested by USAID; and

● Baseline, midline, and end-line survey data collection across the development portfolio to evaluate the outcomes of USAID/Pakistan programs, projects, and activities, including the impact on beneficiaries, communities and local organizations.

The Contractor will use rigorous methods that meet international and Agency standards for evaluations and assessments. The Contractor will adopt a participatory approach when conducting evaluations and assessments, involving USAID IPs and other stakeholders as appropriate.

The evaluations of G2G agreements may utilize specialized approaches taking into account that G2G activities require a close working partnership with Pakistani government officials. Further, the Contractor should consider the use of host government systems for data collection, but remain prepared to supplement this data if existing systems cannot yield high-quality information.

Component 3: Learning Support

The Contractor will support USAID/Pakistan with the implementation of Learning activities identified in the Mission’s Performance Management Plan (PMP) 2024- 2028. This may include but not limited to:

● Organizing and facilitating learning and training events for USAID staff, IPs and other stakeholders. These events/activities will focus on filling knowledge gaps to better understand USAID MEL policies and requirements.

● Organizing and facilitating quarterly DO level IP meetings.

● Organizing and facilitating quarterly MEL Point of Contact (PoCs) meetings.

C.4 IMPLEMENTATION APPROACH

Each BPA Call under this Activity will be implemented as follows:

a - Data Collection Plan or Work Plan and/or Design Document: After receiving a BPA Call, the Contractor, depending on the type of the task, will develop a comprehensive data collection plan, work plan and/or design document describing the proposed implementation approach. This document must include detailed methodologies for data collection and data analysis, sampling approach, potential limitations, proposed staffing structure, list of deliverables, anticipated schedule of activities, estimated level of effort, illustrated budget and other items as requested in the BPA Call’s SOW.

In the document, the Contractor will clearly explain all data collection methods it plans to utilize in the field (e.g., surveys, interviews, direct observation, etc), and provide the data collection tools (e.g., questionnaires, interview protocols) for USAID’s review and approval. Where applicable, the methods should be grouped to similar M&E questions and data triangulation should be considered. The Contractor will also develop a data analysis plan that will be applied when processing the obtained data. This plan will directly address each key M&E question with specific methods for collecting and for analyzing the data that will be used to answer it.

b - Reporting and Data Sharing: The Contractor will provide the performance data it has collected, as well as the analysis of this performance data, which will include lessons learned and recommendations for improving activity performance (developed in collaboration with USAID).

The reporting will be in the format and frequencies as requested in the SOW for the BPA Call.

Reporting may include short briefers, regular check-in meetings, presentations/debriefs to USG or other stakeholders, infographic summaries, evaluation recommendation workshops, submission of raw data, and upload of final deliverables to the USAID Development Experience Clearinghouse (DEC). Reporting should be clear and accessible to various stakeholder audiences.

Evaluation reports must meet the standards outlined in the USAID Evaluation Policy and ADS 201maa, Criteria to Ensure the Quality of the Evaluation Report.

The regular information gathering that the Contractor will conduct throughout Pakistan will generate a large amount of data. The Contractor must make this data readily available to USAID in an easily accessible and the prescribed format. As per ADS Chapter 579 - USAID Development Data, “Datasets and supporting documentation created or collected directly by USAID Operating Units or under USAID funded awards must be submitted for inclusion in the USAID Development Data Library (DDL)”. The Contractor will be required to upload the M&E data sets to DDL as per the requirements set in ADS 579. The Contractor must work closely with the COR of the M&E Activity to ensure that appropriate data transfer methods are in place between IPs, USAID/Pakistan, and other stakeholders.

c - Human Resources and Planning: For all MEL services, the Contractor will provide qualified https://www.usaid.gov/sites/default/files/2022-05/Evaluation_Policy_Update_OCT2020_Final.pdf https://www.usaid.gov/sites/default/files/2022-12/201maa.pdf https://www.usaid.gov/sites/default/files/2022-12/201maa.pdf human and technical resources for team planning meetings at the beginning of the task as well as for sufficient team preparation prior to fieldwork. The Contractor will employ methodologies that ensure systematic stakeholder input at appropriate stages of planning and implementation.

This includes a review of the qualifications of the proposed field teams and the provision of methodological tools and input from USAID. The Contractor will budget reasonable time for both data collection and analysis, and will provide the human and technical resources necessary for drafting quality reports and presentations of findings, conclusions and recommendations. The Contractor must maintain professional ethics and a business code of conduct for the performance of fieldwork by consultants.

The Contractor will provide sector specialists or subject matter experts for appropriate time periods for sector-specific tasks. Possible sector-specific knowledge should include: energy, water and sanitation, agriculture, service delivery, private sector engagement, conflict prevention, education, health, social cohesion, governance, economic growth, gender, environment, climate change, youth, micro-finance, competitiveness, and knowledge of the Government of Pakistan’s operational systems, among others.

The anticipated positions for M&E services include:

● Task Manager/Team Lead

● Performance Monitoring Specialist

● Evaluation Specialist

● Sector Specialist

● Gender Specialist

● Diversity, Equity, Inclusion, Accessibility (DEIA) Specialist

● Data Analyst

● Report Writer

● Editor

● Other if Needed for BPA Calls d - Logistics and Resolution of Discrepancies: The Contractor will manage the logistics associated with executing each task, including but not limited to, arranging transportation, hotel bookings, and security permissions (if required), including No Objection Certificates (NOCs) for field visits to remote or insecure areas.

The Contractor will need to interact with many of USAID/Pakistan’s IPs. Consequently, the Contractor must work with the M&E Activity COR and the IPs to establish a coordinated system of communication and information sharing, as well as a protocol to de-conflict data collection.

The Contractor will develop an approach for engaging multiple key stakeholders in task development that makes the most efficient use of limited time, such as multi-stakeholder engagement processes. The Contractor should ensure coordination and non-duplication of effort with other similar activities conducted through the Mission, particularly site visits.

The Contractor will participate in meetings with USAID staff and/or IPs to explain discrepancies (if any) between their findings and the findings of the IPs.

C.5 GENDER CONSIDERATIONS

USAID requires activities to undertake efforts to prevent discrimination and violence against women and girls, provide economic and leadership opportunities, increase participation of women in the political process, improve security for women and girls, promote education, health and well-being, and other efforts designed to directly benefit women and girls.

The Contractor will support USAID/Pakistan’s implementation of the Agency’s Gender Equality and Female Empowerment Policy with respect to MEL, as outlined in ADS 205.3.8. This support will include incorporating gender-specific requirements in all M&E tasks and advice on any course corrections that could further close gender gaps and promote gender equality and female empowerment.

The Contractor will support the Mission in ensuring that Agency and CDCS gender requirements are met by verifying participation of women through its monitoring support activities, disaggregating by sex all people level indicator data it collects, and analyzing data for gender differential effects.

The Contractor will ensure that both female and male voices are addressed in methodologies, data collection and analysis; specifically, the contractor will undertake gender and culturally appropriate approaches (e.g., separate focus groups, female data collectors, effective utilization of technology, etc.) for all monitoring, evaluation, and assessment tasks. Furthermore, the contractor will ensure that the SOWs for all evaluations it conducts identify evaluation questions for which gender specific or gender differential impacts are expected and design the evaluation according to Agency requirements for gender implicated MEL.

In addition, the Contractor may specifically support USAID/Pakistan to ensure that its programming appropriately addresses gender by conducting gender assessments and analyses for specific sectors.

To the extent possible, the contractor will make an effort to:

● Collect, or identify possibilities for collecting, sex-disaggregated data and geographic disaggregates (province and district);

● Review and analyze data against planned targets with attention to whether there are any gaps between the extent to which females and males are participating in and benefitting from projects and activities, as appropriate, and discuss the findings with IPs.

● Analyze unexpected results (positive or negative) affecting females, males or both, and discuss the findings with IPs.

● Include questions, or encourage the use of questions, in evaluations and assessments about male and female roles to uncover intended and unintended positive and negative changes.

● Identify all evaluation questions for which sex-disaggregated data are needed.

● Consider and advise USAID/Pakistan on whether key evaluation questions examine the extent to which closing gender gaps has improved project outcomes and whether the project has transformed gender norms and reduced gender gaps, and if requested, provide guidance on how to incorporate this aspect into evaluation question(s);

● Ensure that evaluation and assessment designs, methodologies, data collection and analyses adequately capture the situations and experiences of both males and females.

● Field interview teams that are comprised of both males and females appropriate for the cultural context and data being collected; and

● Ensure equal participation of women and men in tasks under this Activity.

C.6 LOG FRAMEWORK

Narrative Summary Indicators Data Source Assumptions & Mitigation

Goal: Effective and sufficient monitoring of USAID/Pakistan’s portfolio

Purpose: Provide high-quality analysis and evidence-based information to support oversight of USAID/Pakistan activities

Percentage of USAID/Pakistan staff satisfied with the services

PMU/Program Office will gather data from a survey of USAID/Pakistan recipients of M&E t services and products provided under the M&E Activity

● USAID/Pakistan staff turnover may bring in staff with new perspectives or differing requirements. This may affect satisfaction.

● Satisfaction is very subjective and may be defined differently by various USAID/Pakistan offices.

How are these risks addressed?

● Ensure that Foreign Service

National (FSN) USAID staff are a part of the task team and included in the survey.

● Clearly established SOQ (standards of quality) that are consistently applied in the M&E Activity COR and requesting staff’s review of M&E products and services.

Output: High-quality products and services provided for effective performance management in a timely manner

Percentage of final products that meet the stated purpose and requirements outlined in the approved task work plan

Percentage of final products received in the timely manner for decision-making process

Final products that are approved by the M&E Activity COR

● Assignments are designed to take place in a timely manner to be relevant for decision-making.

● Assignments are developed in collaboration with technical offices.

How are these risks addressed?

● Quality standards are clearly understood and integrated into the SOW of each task.

● Ensure that the criteria are robust and applicable to different types of tasks.

● Timelines are clearly defined in the SOW and work plans.

[End of Section C]

SECTION D – PACKAGING AND MARKING

D.1 BRANDING IMPLEMENTATION PLAN AND MARKING PLAN

Contractors are not required to submit the Branding Implementation Plan (BIP) and Marking Plan

(MP) for the BPA. The requirements specified in this Section D are applicable to BPA Calls and will be further detailed in the BPA Call Proposal Request.

D.2 BRANDING AND MARKING POLICY

It is USAID policy that all assistance provided by the U.S. Agency for International Development

(USAID) on behalf of the American people be widely communicated in the host country. To ensure implementation of this policy, all activities and communications under this contract shall comply with the USAID Automated Directive System, Chapter 320, Branding and Marking

(ADS320), available at http://www.usaid.gov/branding/.

In addition to the marking with the USAID identity, all activities and public communications under this contract shall be marked with the U.S. flag. Specifics of such marking will be outlined in the Marking Plan.

D.4 BRANDING STRATEGY

Name of the Project: For all purposes, the contractor will reference the project as “The USAID XXXX” and translation of this title to applicable languages as necessary.

How materials and communications will be positioned: The project will be positioned as being owned, operated, and managed by the U.S. Agency for International Development (USAID) and

“made possible by the American people.”

Desired level of visibility: The contractor will ensure that the project, as well as the fact that it is made possible by the American people through USAID, receives broad visibility amongst its beneficiaries and their communities, counterparts, and the general public. The applicant may identify additional groups/sub-groups of target audiences for the project's public communications, in consultation with USAID.

Throughout the project implementation, the contractor will use public communications not only to publicize the project, USAID, and the American people, but also to achieve programmatic goals of the project.

Any other organizations to be acknowledged: In the branding implementation plan, the applicant may propose to acknowledge local partner organizations sub-contracted by the project to provide http://www.usaid.gov/branding/ services for the local business community, if one of the purposes of the sub-contract is to develop local capacity for this organization. If approved by USAID, these organizations will co-brand and co-mark project’s public communications specific to them.

[End of Section D]

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 DATE

52.246-4 INSPECTION OF SERVICES - FIXED PRICE AUG 1996

E.2 INSPECTION AND ACCEPTANCE

USAID inspection and acceptance of services, reports and other required deliverables or outputs shall take place at:

U.S. Agency for International Development USAID/Pakistan U.S. Embassy Diplomatic Enclave, Ramna 5 Islamabad, Pakistan

Or at any other location where the services are performed and reports and deliverables or outputs are produced or submitted. The COR has been delegated authority to inspect and accept all services, reports and required deliverables or outputs.

The COR must accept and approve deliverables before payment may be made.

[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) in accordance with the clause at FAR "52.252-2 CLAUSES INCORPORATED BY REFERENCE" in Section I of this contract. See http://acquisition.gov/far/index.html for electronic access to the full text of a FAR clause.

NUMBER TITLE FEDERAL ACQUISITION REGULATION (48 CFR CHAPTER 1) DATE

52.242-15 STOP-WORK ORDER AUG 1989

52.242-15 STOP-WORK ORDER - ALTERNATE I APR 1984

F.2 PERFORMANCE STANDARDS

Evaluation of the contractor's performance must be conducted for each BPA Call in accordance with the performance standards set forth in the BPA Call, if any, the Contractor's overall performance toward achievement of the objectives in Section C and deliverables in Section F of the BPA Call, and the Contractor's compliance with all other terms and conditions of the BPA and BPA Call. Each BPA Call evaluation will be the basis of the contractor's permanent performance record as required in FAR Part 42.15 and AIDAR 742.15.

F.3 REPORTS AND DELIVERABLES

The table below lists the estimated number and type of deliverables for the three Components listed in Section C.3 above. However, the actual deliverables will be identified in each BPA Call.

Component Estimated Quantity

Estimated Frequency

Deliverables

1a: Monitoring - Site visit, verification and compliance-related services

250 site visits (locations)

Annual ● Task Work Plan, including detailed methodology, sampling, data collection plan, data analysis plan and other deliverables, as required by USAID;

● Data collection tools;

● Site visit checklist/reporting templates;

● Consolidated report/s (frequency and format to be determined by USAID based on the individual task);

● Debrief, presentation and/or meetings on findings and recommendations.

1b: Monitoring - Data Quality Assessments

20 Indicators Annual ●1 DQA form/indicators at partner level;

●A consolidated report, if requested by USAID; and ●Debrief, presentation and/or meetings on findings and recommendations.

2: Evaluation and Assessment Services

3-4 (evaluations)

2 (assessments)

Annual

Annual

● Implementation Plan and methodology, including sampling plan, data collection plan and data analysis plan;

● Data collection instruments;

● An initial findings debriefing discussion;

● A draft evaluation/assessment report;

● A final evaluation/assessment report consistent with http://acquisition.gov/far/index.html

USAID standards for evaluation reports (outlined below) and no more than 30 pages (excluding annexes);

● A presentation to USAID, IPs and other stakeholders on the final report;

● A briefer/summary document with infographics;

● Raw data available electronically;

● All data sets submitted to the Data Development Library;

● Evaluation data utilization workshop; and

● Final Report uploaded to DEC.

3. Learning Support 4 Learning/ training events

12 DO level IP meetings 3 MEL POCs meetings

Annual ● Learning and training events for USAID staff, implementing partners and other stakeholders.

● Organize and facilitate quarterly DO level implementing partners meetings

● Organize and facilitate quarterly MEL POCs meetings

F.4 PERIOD OF PERFORMANCE AND ORDERING PERIOD

BPA Period of Performance. The effective date of the BPA commences [to be inserted at the time of award]. The BPA period of performance concludes on March 30, 2026 from the effective date of this BPA.

BPA Ordering Period. The BPA ordering period refers to the period in which a CO can award a BPA Call under this BPA. The ordering period must not extend beyond the period of performance of the BPA.

BPA Call Period of Performance. BPA Call periods of performance must not extend beyond the expiration of the BPA. Each BPA Call Proposal Request will specify the period of performance for the resultant BPA Call.

F.5 PLACE OF PERFORMANCE

The place of performance of this BPA is Pakistan.

F.6 AUTHORIZED GEOGRAPHIC CODE

The authorized geographic code for this BPA is 937.

F.7 VETTING REQUIREMENTS

This information will be shared with the apparent successful offerors prior to making the award.

[End of Section F]

SECTION G – CONTRACT ADMINISTRATION DATA

G.1 ADMINISTRATIVE CONTRACTING OFFICE

Office of Acquisition and Assistance (OAA) USAID/Pakistan U.S. Embassy, Diplomatic Enclave Ramna 5, Islamabad, Pakistan Office: +92-51-208-0000

G.2 CONTRACTING OFFICER’S REPRESENTATIVE

The Contracting Officer’s Representative (COR) for this BPA will be appointed by the Contracting Officer through a COR Designation Letter, a copy of which will be provided to the Contractor.

Each BPA Call issued under this BPA will indicate a BPA Call COR at the time of award. The BPA Call COR will assume responsibility for providing technical direction for that specific BPA Call.

G.3 CONTRACTING OFFICER'S (CO) AUTHORITY

The CO is the only person authorized to make or approve any changes in the requirements of the BPA and/or any BPA Calls under this BPA and notwithstanding any provisions contained elsewhere in this BPA, the said authority remains solely in the CO. In the event the Contractor makes any changes at the direction of any person other than the CO, the change shall be considered to have been made without authority and no adjustment shall be made in the award terms and conditions, including price.

G.4 CONTRACTOR’S PRIMARY POINT OF CONTACT

[The contractor’s primary point of contact for this BPA will be provided by the contractor along with a phone number and an email address.]

Name of the Authorized Person:

Designation:

Email:

Phone:

Address:

G.5 PAYING OFFICE

The Contractor shall make an electronic submission of the signed and completed SF 1034, Public Voucher for Purchases and Services other than Personal, to the paying office designated below.

USAID, Pakistan Office of Financial Management Office

C/O U.S. Embassy Diplomatic Enclave, Ramna 5 Islamabad, Pakistan E-mail: PakistanAccountsPay@usaid.gov

A request for payment is not considered properly submitted unless the claim (SF 1034) has been properly prepared and is accompanied by all required supporting documentation. Payment will be made in local currency after acceptance of the BPA Call deliverable by the COR. The Contractor shall simultaneously forward a copy of the signed voucher, supporting documents and invoice to the COR.

G.6 INVOICE

a. An itemized invoice shall be submitted for all deliveries made during a billing period and for which payment has not been received. Invoices must be approved by the BPA Call COR.

Invoices must include the following:

(i) Company name and address

(ii) Invoice date and number

(iii) Contract number, contract line item number and, if applicable, the order number (iv) Description, quantity, unit of measure, unit price and extended price of the items delivered

(v) Terms of any discount for prompt payment offered

(vi) Name and address of the official to whom payment is to be sent

(vii) Name, title, and phone number of person to notify in the event of defective invoice

G.7 BPA CALLS PROCESS

The BPA Call process will commence with USAID’s issuance of a BPA Call Proposal Request to BPA holders, which will identify requirements, deliverables, instructions, and evaluation factors for the BPA Call.

Price quotes shall include a budget utilizing the established FBDR and Per Diem rates in Section B.4. BPA holders may provide lower/discounted rates other than the established rates. USAID may request clarifications or a revised proposal.

[End of Section G]

SECTION H – SPECIAL CONTRACT REQUIREMENTS

H.1 ORGANIZATIONAL CONFLICTS OF INTEREST: PRECLUSION FROM FURNISHING

CERTAIN SERVICES AND RESTRICTION ON USE OF INFORMATION (SEPTEMBER 2018)

(a) Task orders under this contract may require the Contractor to furnish important services in support of evaluation of Contractors or of specific activities. In accordance with the principles of FAR Subpart 9.5 and USAID policy, the Contractor will be ineligible to furnish, as a Prime or Subcontractor or otherwise, implementation services under any contract or task order that results in response to findings, proposals, or recommendations in an evaluation report written by the Contractor. This preclusion will apply to any such awards made within 18 months of USAID accepting the report, unless the Head of the Contracting Activity authorizes a waiver (in accordance FAR 9.503) determining that preclusion of the Contractor from the implementation work would not be in the Government's interest.

(b) In addition, by accepting this contract, the Contractor agrees that it will not use or make available any information obtained about another organization under the contract in the preparation of proposals or other documents in response to any solicitation for a contract or task order.

(c) If the Contractor gains access to proprietary information of other company(ies) in performing this evaluation, the Contractor must agree with the other company(ies) to protect their information from unauthorized use or disclosure for as long as it remains proprietary, and must refrain from using the information for any purpose other than that for which it was furnished.

The Contractor must provide a properly executed copy of all such agreements to the CO.

[END OF PROVISION]

H.2 ORGANIZATIONAL CONFLICTS OF INTEREST: PRECLUSION FROM IMPLEMENTATION

OF PROJECTS AND MONITORING SERVICES

In accordance with the principles of FAR Subpart 9.5, BPA holders currently implementing USAID/Pakistan’s projects (through grants, cooperative agreements, contracts, etc.) are precluded from providing services under this BPA for the duration of the project implementation award.

Similarly, prior to submitting an offer or application for any of the USAID/Pakistan’s solicitation for project implementation, the BPA holder must seek Contracting/Agreement Officer’s concurrence that an award does not implicate an apparent or real organizational conflict of interest.

H.3 EXECUTIVE ORDER ON TERRORISM FINANCING

The Contractor/Recipient is reminded that U.S. Executive Orders and U.S. law prohibits transactions with, and the provision of resources and support to, individuals and organizations associated with terrorism. It is the legal responsibility of the contractor/recipient to ensure compliance with these Executive Orders and laws. This provision must be included in all subcontracts/subawards issued under this contract/agreement.

H.4 FAR 52.204-7 SYSTEM FOR AWARD MANAGEMENT (OCT 2018)

(a) Definitions. As used in this provision— “Electronic Funds Transfer (EFT) indicator means a four-character suffix to the unique entity identifier. The suffix is assigned at the discretion of the commercial, nonprofit, or Government entity to establish additional System for Award Management records for identifying alternative EFT accounts (see subpart 32.11) for the same entity.

Registered in the System for Award Management (SAM) means that–

(1) The Offeror has entered all mandatory information, including the unique entity identifier and the EFT indicator, if applicable, the Commercial and Government Entity (CAGE) code, as well as data required by the Federal Funding Accountability and Transparency Act of 2006 (see subpart 4.14) into SAM

(2) The offeror has completed the Core, Assertions, and Representations and Certifications, and Points of Contact sections of the registration in SAM;

(3) The Government has validated all mandatory data fields, to include validation of the Taxpayer Identification Number (TIN) with the Internal Revenue Service (IRS). The offeror will be required to provide consent for TIN validation to the Government as a part of the SAM registration process; and

(4) The Government has marked the record “Active”.

Unique entity identifier means a number or other identifier used to identify a specific commercial, nonprofit, or Government entity. See www.sam.gov for the designated entity for establishing unique entity identifiers.

(b) (1) An Offeror is required to be registered in SAM when submitting an offer or quotation, and shall continue to be registered until time of award, during performance, and through final payment of any…