Attachment 2_RFP No. 72048223R00002 DISP_Amendment 2_track change.pdf

Attachment 2_RFP No. 72048223R00002 DISP_Amendment 2_track changes

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 https://acquisition.gov/browse/index/far for electronic access to the full text of a FAR clause.

FEDERAL ACQUISITION REGULATION (48 CFR Chapter 1)

NUMBER TITLE DATE

52.242-15 STOP-WORK ORDER AUG 1989

52.242-15 STOP-WORK ORDER ALTERNATE I APR 1984

F.2 PERIOD OF PERFORMANCE

(a) The period of performance for this contract is five years from September XX, 2023.

(b) The Contractor must ensure that the Contracting Officer approved adjustments to the original estimated completion date, if any, do not result in costs incurred that exceed the total estimated cost of the contract. Under no circumstances will such adjustments authorize the Contractor to be paid any sum in excess of the contract price.

F.3 PLACE OF PERFORMANCE

a) The Contractor shall perform the services described in Section C in both Burma and Asia.

b) The Contractor may perform certain tasks outside of Burma and Asia (such as in the Contractor’s home offices or elsewhere related to drafting strategy, drafting, or compiling reports, etc.) as appropriate.

F.4 KEY PERSONNEL

(a) The key personnel that the Contractor must furnish for the performance of this contract is as follows:

Position Title: TBD

(b) The key personnel specified above are considered essential to the work being performed under this contract. The Contractor must remain responsible for providing such Key Personnel for full-time performance for the term of this contract unless https://acquisition.gov/browse/index/far otherwise agreed to by the Contracting Officer. Prior to replacing any of the specified individuals, the Contractor must notify both the Contracting Officer and the COR reasonably in advance and submit written justification (including proposed substitutions) in sufficient detail to permit evaluation of the impact on the program. No replacement will be made by the Contractor without the written consent of the Contracting Officer.

(c) Unless failure to provide the designated Key Personnel as specified above is beyond the control, and without the fault or negligence, of the Contractor (e.g., non-acceptance or termination of employment by the individual, illness or death of the individual), failure to provide such Key Personnel as specified above may be considered nonperformance by the Contractor.

(d) If the Contractor, at any time, is unable to comply with these requirements, the Contractor shall simultaneously notify, in writing, the Contracting Officer and the COR reasonably in advance of the individual's departure or non-acceptance of employment and shall submit written justification and explanation in sufficient detail (including implications for the CPFF total contract) to permit evaluation of the impact on the program.

F.5 REPORT FORMATS

All reports and other outputs shall be in the English language, unless otherwise specified by the USAID/COR. See also AIDAR 752.211-70, Language and Measurement (June 1992), which is incorporated by reference into this contract. The cover page of all deliverables required hereunder shall include the USAID Identity (or the name of the Agency written out) prominently displayed, the contract number (see the cover page of the contract), Contractor name, name of the USAID project office, the publication or issuance date of the document, document title, author name(s), project number, and project title. Descriptive information is required whether Contractor-furnished products are submitted in paper or electronic form. All materials shall include the name, organization, address, and telephone/fax/internet number of the person submitting the materials. Hard copy reports shall be prepared on non-glossy paper (preferably recycled and white) using black print. Elaborate artwork, multi-color printing, and expensive bindings are not used.

F.6 REPORTS AND DELIVERABLES

In addition to the requirements set forth for submission of reports in this section of the contract, and in accordance with AIDAR 752.242-70, Periodic Progress Reports, the Contractor must submit reports, deliverables or outputs as further described below to the COR specified in Section G. All written documentation for submission to USAID/Burma must be written in English. Other documents, such as activity fact sheets and developed materials, may be required in English and/or in Myanmar.

All Activity outputs and deliverables will be submitted to the COR in an electronic format. Work plans and Reports will align with the U.S. fiscal year. Hard copies may be requested on a case-by-case basis as deemed appropriate by the COR. All reports are considered drafts until approved as final by USAID. Draft reports must be submitted in PDF or Microsoft Word (or similar format approved by the COR), with the word “DRAFT” as a watermark or header.

Approved reports must be submitted in PDF form. USAID will review and accept all documents produced under this award. COR approval of reports will be provided within 15 calendar days.

The Contractor will then have 15 calendar days to incorporate the modifications and resubmit the report for COR approval. COR approval of the revised submission will be within 15 calendar days. This applies to the list below as well as any other studies, reports, briefings, or any other document for public distribution (on a case-by-case basis).

All reports and deliverables are subject to approval by the USAID/Burma COR. In addition to the reports/deliverables outlined below, the dynamic nature of the activity will require the Contractor to respond quickly to information requests, often with little preparation time.

The Contractor is explicitly advised that all activities planned and included in the required deliverables listed below must be within the scope and terms of the contract. Furthermore, the COR’s approval of activities and any corresponding cost estimates included in these deliverables does not supplant the CO’s written approval in cases in which it is required.

The Contractor will promptly notify the CO and COR of any problems, delays, or adverse conditions which materially impair the Contractor's ability to meet the requirements of the contract.

NOTE: Any changes to the due dates of the following deliverables must be approved by the CO, in advance and in writing. The Contractor must comply with the schedule for the submission of each report listed below. For the purpose of this section, all days are to be considered as calendar days.

Additionally, all data produced or purchased under this contract will be reported in accordance with USAID’s Open Data policies as described in Section H.3 under “Submission of Datasets to the Development Data Library (DDL)”.

The following reports are included as part of this contract:

NO. REPORT/DELIVERABLE DUE DATE FOR FINAL, APPROVED

REPORTS/DELIVERABLES

DISTRIBUTION

F.6.a Mobilization Plan Within 15 calendar days after the period of performance start date

COR and CO

F.6.b Rapid Education and Risk Analysis (RERA)

Within 30 60 calendar days after the period of performance start date

COR

F.6.c Gender Equity and Social Inclusion (GESI) Analysis

Within 30 75 calendar days after the period of performance start date

COR

F.6.d Inclusive Development Action Plan

Within 45 90 calendar days after the period of performance start date, then subsequent annual action plan submission 30 days prior to the end of each U.S. Government Fiscal Year (September 30)

COR

F.6.e Annual Work Plan Within 60 calendar days after the period of performance start date, then subsequent annual work plan submission 30 calendar days prior to the end of each U.S. Government Fiscal year (September 30).

COR

F.6.f Submission of Cost Reporting Manual During Award Start-Up.

Within 90 calendar days after the period of performance start date

COR

F.6.g Grants Manual Within 60 calendar days after the period of performance start date

CO

F.6.h Activity Monitoring, Evaluation, and Learning Plan (AMELP)

Within 90 calendar days after the period of performance start date

COR

F.6.i Fact sheet Annually and as needed COR

F.6.j Annual Report Within 30 calendar days after each U.S.

Government Fiscal year end, i.e., October 30 of each year.

COR and CO

F.6.k Quarterly Performance Report

Within 45 calendar days after the end of the quarter.

COR and CO

F.6.l Quarterly Financial Report Within 15 calendar days after the end of the quarter.

COR and CO

F.6.m Cost Reporting Within 15 calendar days after the end of the quarter.

COR

F.6.n Quarterly Accrual Report 20 calendar days before the end of the quarter.

COR

F.6.o Bi-Weekly highlights Typically on Thursday every other week or as otherwise requested.

COR

F.6.p Demobilization Plan Within 90 calendar days prior to the completion date of contract.

COR and CO

F.6.q Final Report Within 30 calendar days after the completion date of the contract. (Draft Final Report is due 30 calendar days prior to the completion date.)

COR and CO

F.6.r Ad-hoc requests As needed. COR

F.6.a Mobilization Plan

The Contractor will submit a Mobilization Plan for COR approval. The Mobilization Plan will describe the Contractor’s plan to ensure timely establishment of its office(s). It must also address benchmark technical, management, and logistical (vehicles, office space, etc.)

requirements that include planning and schedule for the prompt mobilization of Key Personnel.

This is due 15 calendar days after the period of performance start date.

F.6.b Rapid Education and Risk Analysis (RERA)

A RERA is a situation analysis that examines the education sector, learners, and their communities as a dynamic system of multiple contextual risks and assets. It investigates how contextual risks, such as violence, insecurity, natural hazards, and health pandemics, impact education; how education influences these risks; and how these risks influence each other. The central focus of this analysis is the education community and its sources of resilience. The RERA methodology integrates elements of conflict analysis, disaster risk assessment, resilience analysis, and political economy analysis. The DISP Activity RERA will inform program planning, resource allocation, and approach by identifying existing resources and capabilities of the HE system in Burma, as well as any risks of direct relevance to the DISP Activity. It will provide current education-specific information that will allow the DISP Activity to use adaptive management to apply flexible approaches under potentially changing conditions. During the inception period, the Contractor must coordinate with USAID to select RERA research questions which are most applicable at the time the analysis is to be conducted.

F.6.c Gender Equity and Social Inclusion (GESI) Analysis

The impact of development programs on gender dynamics and marginalized populations are central to USAID/Burma. The Contractor must conduct a GESI Analysis to report specifically on the status of gender and inclusion of marginalized and vulnerable populations in HE in Burma.

The GESI Analysis will consider both teaching and learning dynamics as well as factors that https://www.eccnetwork.net/sites/default/files/media/file/RERAToolKit_Tool-8_508.pdf impact GESI in communities; GESI as applied to scholarship access and other HE learning opportunities; and the status of GESI in the HE teaching profession. The Contractor must then incorporate the findings of this analysis in the development of interventions. The Contractor must document the analysis and how it informed intervention design in an Inclusive Development Action Plan (see Section F.6.d). The Contractor must be prepared to address specific questions related to gender and marginalized population in each of the required tasks, as directed by the COR.

F.6.d Inclusive Development Action Plan (IDAP)

The Contractor must submit an initial Inclusive Development Action Plan (IDAP) within 45 90 days after the period of performance start date. The IDAP shall be based on the RERA and GESI Analysis and be used to address gaps and issues faced by women, men, boys, and girls and other marginal populations, including LGBTI, youth, persons with disabilities and ethnic minorities that relate to the “Goals” and “Objectives” as outlined in Section C. The IDAP must identify concrete strategies and approaches that the Contractor will weave into DISP to ensure equitable and inclusive participation in the activity. The IDAP must specify how inclusive recruitment will be used to further DISP’s DEIA guiding principle when selecting scholars and cohort groups. The IDAP will be due within 45 90 calendar days after the period of performance start date, then annually 30 days prior to the end of each U.S. Government Fiscal Year (September 30).

F.6.e First Year Work Plan and Annual Work Plans

The Contractor must finalize a first year work plan and submit it for COR approval within 60 calendar days after the period of performance start date. The Contractor must submit subsequent annual work plans 30 calendar days prior to the end of each U.S. Government Fiscal year (September 30).

The work plan serves several purposes, including a guide to implementation; a demonstration of links between activities, strategic direction, outcomes and intended results; and a basis for budget estimates. The work plans should be organized to clearly link activities to the objectives and outcomes in the Statement of Work. The Contractor will ensure a collaborative process in work plan development, consulting with USAID and other relevant stakeholders in preparing the annual work plan to ensure complementarity and share ownership. Given the current volatile situation in Burma, the Contractor will meet with the USAID COR at least once every six months to review where things stand within the work plan and determine whether there is a need to pivot, or if proceeding in accordance with the activities in the work plan as written is possible. Should the situation trigger the need to pivot, the Contractor will work with USAID to determine the type of work plan revisions that may be needed.

The First Year and subsequent Annual Work Plans must include, at a minimum:

● A description of the principal tasks and activities to be undertaken by the Contractor for the period under each activity component, a proposed schedule for such activities, a listing of principal counterparts for each proposed activity, and a description and estimate of the amounts of technical expertise, training, and other support resources that would be required to carry out the plan as proposed. The activities must be cross-referenced with the applicable sections in the contract;

● Specific measures the Contractor will follow to coordinate with other USAID/Burma implementers operating in the same geographic areas;

● A description of expected accomplishments for each activity or combination of activities (anticipated outputs and outcomes from each intervention conducted), along with an explanation of how and to what extent those accomplishments will contribute to achieving DISP’s overall targets, benchmarks, and results;

● Description and estimate of amounts of short-term technical assistance, training, and other support resources that would be required to provide the assistance proposed;

● Detailed budget for implementation including illustrative budget breakdown per proposed intervention;

● The identification of any assumptions used in preparing the Work Plan, as well as suggested alternatives if necessary and the methods to assess whether the assumptions hold true;

● The anticipated risks with regard to achieving the anticipated objectives of the contract and how they will be mitigated;

● Any specific award terms or conditions that interfere with maximizing the developmental impact of the award;

● The strategies and approaches the activity will adopt in coordinating and collaborating with other USAID activities/projects, relevant host country governments and other line agencies, local governments and other relevant stakeholders implementing projects in the same geographic location;

● Environmental compliance requirements in accordance with Section H.14; and

● The Contractor must design at least one extracurricular programming experience that reinforces service learning, leadership and/or reflection on practical application of learning for each individual scholar or cohort group. Extracurricular programming may be in-person or virtual. It may include, but is not limited to the following:

❖ Study tours, international service learning trips, U.S.-based service learning trips, leadership expeditions, and/or community engagement volunteer trips that focus on hands-on experience, real-world reflection, and application of learning ❖ Conferences, seminars, workshops and roundtables that support the pre-training, training, and post- training phases of the program

If acceptable, the COR will provide a written approval of the final First Year Work Plan and subsequent Annual Work Plan to the contractor. Failure to have an approved annual work plan in place may be viewed as a failure to comply with essential terms and conditions of the contract. Significant deviations to the approved annual work plan will require the additional prior written approval of the COR (and may require a revision to the approved Activity Monitoring, Evaluation, and Learning Plan).

F.6.f Submission of Cost Reporting Manual During Award Start-Up

To ensure consistency and accuracy of costing reporting throughout implementation, the Contractor must develop and submit a Costing Reporting Manual during the first 90 days of award according to the Cost Reporting Manual instructions. The Manual submitted by the Contractor must document cost measurement objectives and/or cost analysis questions;

identify which standard cost categories are relevant and establish any custom sub-categories;

and outline procedures, roles, and responsibilities for capturing data, assuring data quality, and submitting reports according to the requirements herein. The contractor must submit the Manual to the COR and update it at least annually to reflect any significant changes in staffing or roles. It is also referenced in Section F.6.m.

F.6.g Grants Manual

The Contractor must submit a draft Grants Under Contract Management Manual. The Manual must include the steps that the Contractor will take in order to design, solicit, and award Grants Under Contract. The Grants Manual should be based on USAID ADS 303, ADS 302, 2 CFR 200, 2 CFR 700, and other U.S Government regulations and guidance on grants under contract management.

The contractor will be responsible for ensuring that grants are awarded in accordance with the GUC program described in the SOW.

The GUC Manual must state how the Contractor will mitigate any conflict of interest, must also include a template of grants, the Mandatory Standard Provisions, and the Required as Applicable Standard provisions for the type of grants. The Grants Under Contract Manual will be approved by the Contracting Officer.

The Grants Manual must contain the following:

● Program Description

● Objectives of the Grants Program

● Types of Grants to be issued

● Roles and Responsibilities

● Eligibility and Criteria for Award

● Competition and Public Notice

● Pre-Award Surveys

● Evaluation and Negotiation

● Grant Agreement Issuance Process

● Preparation of the Grant

● Reporting Requirements https://www.edu-links.org/sites/default/files/media/file/Template%20Cost%20Reporting%20Manual%20October%202021_1.docx

● Branding and Marking

● Title to and Use of Property

● Post-Award Orientation

● USAID Approval

● Financial Management

● Performance Monitoring and Site Visits

● Modifications

● Disputes and Appeals

● Termination

● Grants Closeout Procedures

F.6.h Activity Monitoring, Evaluation, and Learning Plan (AMELP)

1) Activity Monitoring, Evaluating, and Learning Plan. The Contractor must develop, produce, and obtain approval for the AMELP for the life of the contract. Where applicable, the Contractor must develop benchmarks, milestones, and measurable indicators to reflect the performance of the contract. The Contractor must collect data on the Activity’s progress towards the identified outcomes, focusing on the set of indicators required by USAID and custom indicators The AMELP will define a sound and realistic approach to measure the quality, effectiveness, and outcomes of activity implementation.

2) Illustrative Indicators. The USAID education standard and supplemental indicators listed below may be relevant for measuring progress of the DISP Activity purpose and outcomes.

These indicators are notional; the Contractor must finalize them within the first 90 days in coordination with the USAID COR and USAID M&E Specialist in USAID/Burma. The Contractor must produce data on the indicators at the frequency and level of disaggregation required by

USAID.

Relevant education standard and supplemental indicators

• ES.2-2 Number of individuals attending higher education institutions with USG scholarship or financial assistance

• ES.2-52 Number of individuals affiliated with higher education institutions receiving capacity development support with USG assistance

• ES.2-54 Number of USG-supported partnerships that address regional, national, and/or local development objectives through or with higher education institutions

• ES.2-55 Number of learners reached by USG-assisted higher education interventions

• ES.1-56 Number of learners with improved access to education through USG-assisted programs

• ES.1-6 Number of educators who complete professional development activities with USG assistance

• Supp-14 Percent of individuals with improved digital literacy skills following participation in USG-assisted programs https://www.edu-links.org/index.php/indicators

• ES.1-58 Percent of learners regularly participating in distance learning programming funded with USG education assistance

• YOUTH-1 Number of youth trained in soft skills/life skills through USG-assisted programs

• YOUTH-6 Number of youth who complete USG-assisted leadership programs

Indicators reporting on numbers of beneficiaries reached must report on sex and age disaggregates and include disaggregates to track inclusion of marginalized and underrepresented populations.

3) Data Quality Assessments (DQAs). DQAs must be conducted for all indicators in the AMELP and must be updated every three years or as needed when indicators are modified or there is a new implementer. Indicators must be measured using primary and secondary data. Data quality must be evaluated based on the following criteria: validity, integrity, precision, reliability and timeliness. The implementer must identify and address data limitations and ensure that alternative measurements allow reasonable monitoring and evaluation strategies. The Contractor is responsible for conducting DQAs for data reported by sub-awardees under this award. USAID will annually verify and validate all data reported. USAID will conduct a formal DQA every three years for selected indicators. The Contractor must maintain data and supporting documentation that can be accessed for verification and validation.

4) Collaborating, Learning, and Adapting. The Activity will comply with relevant USAID guidance regarding requirements for Collaborating, Learning, and Adapting (CLA), e.g., ADS

201.3.7. The CLA Toolkit on the USAID Learning Lab website is a useful resource and reference.

The AMELP should include a learning agenda that facilitates a process for strategic collaboration among partners, systematically generates and captures learning, facilitates the exchange of knowledge, and promotes a learning culture. The learning agenda should outline key questions that the Activity will aim to answer, as well as a plan for knowledge-sharing with the USAID Mission, relevant and priority partners, and stakeholders. It should include information such as periodicity of interactions, information to be exchanged, and products to be developed. USAID’s hope is that the Activity’s success will contribute to the global knowledge base. The following illustrative questions are adapted from USAID’s Higher Education Learning Agenda; the Contractor may develop different questions to align with its proposed strategies:

● How can higher education access, retention, and completion rates be improved for underrepresented populations in Burma (e.g., women, indigenous and marginalized populations, and people with disabilities)?

● How can the safety, viability, and effectiveness of online and other forms of distance education in Burma’s crisis and conflict environment be improved?

● How can USAID support collaboration between local, regional, and/or international HEIs, NGOs, and diaspora groups to contribute to improvements in HE access, quality, and equity in Burma?

5) Quarterly Portfolio Reviews. In order to enable constant learning and reflection, followed by strategic adaptation, the DISP Activity will conduct Quarterly Portfolio Review (QPR) sessions.

https://usaidlearninglab.org/cla-toolkit https://www.edu-links.org/HELearningAgenda https://www.edu-links.org/HELearningAgenda

The QPR is an exercise in CLA used to examine data from routine monitoring, compare notes, aggregate and prioritize challenges, consolidate learning, and facilitate the application of meaningful findings directly back to intervention design. This process operationalizes the use of MEL beyond quarterly reporting, and into the day-to-day adaptive management of the Activity.

F.6.i Fact sheets

The Contractor must provide one-page fact sheets summarizing the activity goal and objectives, highlighting activity interventions results, funding to date and other relevant information as determined by the COR. The fact sheet shall be updated annually and at other times as directed by USAID/Burma.

F.6.j Annual Report

The Contractor will provide USAID a concise Annual Report. The report will include all the contents that are required of the quarterly report (see below), will cover activities during the year of performance and will be submitted in lieu of the fourth quarterly report.

The Contractor must provide to the COR copies of any training or instructional materials, assessments, analytical materials, reports and other programmatic documents produced under this award as an annex to annual reports.

The Contractor must comply with the subcontract reporting requirements detailed in FAR 52.219-9. Large business prime contractors must submit periodic reports which show compliance with their subcontracting plan. The Contractor must submit its report via the electronic Subcontracting Reporting System (eSRS) in accordance with the instructions on the website.

When failure to meet the goals of the small business subcontracting plan, the Contractor must state in the report (either remarks field or separate letter) what good faith effort has been made to meet the goals; and/or future plan on how to improve small business opportunities for future years of the contract.

The Contractor must promptly notify the Contracting Officer and COR of any problems, delays, or adverse conditions which materially impair the Contractor's ability to meet the subcontracting requirements of the contract.

F.6.k Quarterly Performance Report

The specific scope and format of the quarterly reports will be determined in consultation with the COR. However, quarterly reports will be structured to highlight achievements, obstacles faced, impact of delays, and any other significant information for the expected results and activities. They will also contain a summary of the progress made under each of the results, including a detailed description of key activities that took place during the period reported.

Additionally, quarterly reports will include an overview of sub-grants, key accomplishments, lessons learned, best practices and any other significant information during the reporting period.

For all training activities financed under this contract, the Contractor must comply with all vetting processes and procedures. Specifically for training activities conducted in the United States, the Contractor must also comply with Automated Directives System (ADS) Chapter 252 and other USAID/Burma specific policies and procedures governing the compliance to the J1 visa for all trainings that take place in the United States via relevant Embassy or USAID system(s).

Quarterly reports should also include a list of conducted and planned upcoming events (national and sub-national meetings, seminars, training sessions, conferences, and others;

international consultant visits; evaluations and assessments; and meetings with key GOM officials and decision-makers), with dates.

The Quarterly Performance Report must contain the following information at a minimum:

● Details of current progress achieved towards objectives, keyed to expected outcomes and Activity’s indicators;

● Problems encountered, if any, and reasons why any targets were not met. Also address how challenges or problems will be overcome during the next reporting period;

● Projected USAID approvals, waivers or deviation requests anticipated during the next quarter;

● Management and personnel changes;

● Success stories with photographs; and

● a copy of scholar transcripts for USAID records during the 4th quarter.

The Contractor must submit one electronic copy of the Quarterly Report to the USAID/Burma

COR.

F.6.l Quarterly Financial Report

Quarterly financial reports will contain, at a minimum:

● Total funds obligated to date by USAID into the contract;

● Total funds previously reported as expended by the Contractor by main line items;

● Total funds expended in the current quarter by the Contractor by main line items;

● Total unliquidated obligations by main line items;

● List of the significant expenses incurred during the period;

● A comparison of actual expenditures with original budget estimates, including analysis and explanation of cost overruns or high unit costs; and

● Expenditures for next quarter.

F.6.m Cost Reporting

(a) Periodic Reporting. The Contractor shall prepare and submit three sets of data, as specified in (a)(1), (a)(2), and (a)(3), on the same schedule that they submit financial reports according to Section F.6.l). While the information in these data sets is related to the information contained in periodic financial reports, the requirements herein are distinct and serve different purposes.

They are also distinct from reporting requirements associated with the AMELP described in Section F.6.h.

(1) Expenditure Data.

(i) The Contractor must report expenditure data against 13 standard cost categories as relevant. These 13 categories correspond to the most common objectives of USAID-funded activities in education and workforce development (e.g., in-service educator training, capacity strengthening of government systems; see submission instructions in (a)(1)(iv) for the full list).

The contractor may also identify custom sub-categories to disaggregate these categories based on what they want to learn.

(ii) The Contractor must further disaggregate all identified cost categories and subcategories according to 11 types of ingredients as relevant: 1) international labor costs; 2) local labor costs; 3) allowances; 4) international travel; 5) transportation, and per diem; 6) local travel, transportation, and per diem; 7) equipment and supplies; 8) subcontracts or subgrants; 9) other direct costs; 10) grants under contract; and 11) overhead. These ingredient categories generally align with standard financial categories. However, the Contractor must report on costs for international and local labor separately.

(iii) The Contractor must indicate which costs are non-recurrent costs (intervention start-up) versus recurrent costs (implementation of the intervention).

(iv) The Contractor must submit expenditure data in Excel following the instructions in the Cost Reporting Guidance, Annexes and Cost Reporting Field Guide. [For acquisition:

Reporting should follow the format of the standard USAID financial reporting template.]

(2) Data on the Contributions of Other Sources.

(i) The contractor must report substantial and activity-critical monetary or in-kind contributions to the activity objectives valued more than U.S. $1,000 from other actors, both government and non-government. Such inputs may or may not be counted as cost share under the award.

(ii) For each third-party source, the contractor must identify contributions according to the following categories: 1) [government or non-government] staff time; 2) [government or non-government] staff time in training; 3) office space; 4) venue; 5) materials/equipment/supplies; 6) transportation; 7) direct monetary contributions; and 8) other. Within each of these categories, the contractor must note the number of units (e.g., number of staff and time, square feet of the venue, value estimate); the name of the contributor (e.g., private company); the location (e.g., non-capital urban); and the cost https://www.edu-links.org/sites/default/files/media/file/USAID%20Cost%20Reporting%20Guidance%20FINAL.pdf https://www.edu-links.org/sites/default/files/media/file/Annexes%20FINAL.pdf https://www.edu-links.org/sites/default/files/media/file/Cost%20reporting%20-%20field%20guide.pdf category with which the contribution is associated. For additional guidance, see the submission instructions referenced in (a)(2)(iv).

(iii) The contractor must base contributions data on written communication with contributors and existing documentation. These estimates are not expected to be precise, validated by partner staff, or monitored using USAID resources.

(iv) The contractor must submit contributions data in Excel following instructions in the

Cost Reporting Guidance, Annexes and Cost Reporting Field Guide, and using the worksheets in Contributions and Details of Interventions Reporting Templates. There are three tabs associated with contributions data in the Templates guidance: government contributions (Tab B.1), non-government contributions (Tab B.2), and cost share (Tab B.3).

(3) Data on the Details of the Intervention.

(i) The contractor must report beneficiary-level dosage of the intervention/inputs and outputs (e.g., # of minutes in a week of subject-specific instruction, # of hours received by each learner in individualized training) to allow for unit cost computation.

(ii) The contractor must submit data on the details of the intervention in Excel format following instructions in the Cost Reporting Guidance, Annexes and Cost Reporting Field Guide, and using the worksheets in Contributions and Details of Interventions Reporting Templates. There are three tabs associated with reporting on the details of the intervention:

Primary & Secondary Education (Tab C.1), Technical and Vocational Education and Training (TVET) and Higher Education (Tab C.2), and Youth (Tab C.3). The contractor must fill out a separate worksheet for each intervention that they develop and/or implements using the relevant tab. The contractor may also identify additional indicators that allow for unit computation and/or are central to its performance management.

(4) Applicability to Subawards. The contractor should include the reporting requirements herein in all subcontracts and other subawards so that it can account for all inputs under the award. In the event that the contractor/recipient subawards to a local partner for a specific task, the entirety of the task may be categorized according to the appropriate cost category.

(5) Submission Requirements for Periodic Reporting. The contractor must submit required data files to the Contracting Officer’s Representative (COR). In addition, the contractor must submit data files to the Development Data Library (DDL) in accordance with the instructions in ADS 579, Development Data. All cost data submitted to the DDL should include a risk-utility assessment tab and a data detail tab as described in the Cost Reporting Guidance.

(b) Submission of Cost Reporting Manual During Award Start-Up. To ensure consistency and accuracy of costing reporting throughout implementation, the contractor must develop and submit a Cost Reporting Manual during the first 90 days of award according to the Cost https://www.edu-links.org/sites/default/files/media/file/USAID%20Cost%20Reporting%20Guidance%20FINAL.pdf https://www.edu-links.org/sites/default/files/media/file/Annexes%20FINAL.pdf https://www.edu-links.org/sites/default/files/media/file/Cost%20reporting%20-%20field%20guide.pdf https://www.edu-links.org/sites/default/files/media/file/Contributions%20and%20Dosage%20Reporting%20Templates%20FINAL.xlsx https://www.edu-links.org/sites/default/files/media/file/USAID%20Cost%20Reporting%20Guidance%20FINAL.pdf https://www.edu-links.org/sites/default/files/media/file/Annexes%20FINAL.pdf https://www.edu-links.org/sites/default/files/media/file/Cost%20reporting%20-%20field%20guide.pdf https://www.edu-links.org/sites/default/files/media/file/Cost%20reporting%20-%20field%20guide.pdf https://www.edu-links.org/sites/default/files/media/file/Contributions%20and%20Dosage%20Reporting%20Templates%20FINAL.xlsx https://www.edu-links.org/sites/default/files/media/file/Contributions%20and%20Dosage%20Reporting%20Templates%20FINAL.xlsx https://data.usaid.gov/ https://www.usaid.gov/ads/policy/500/579 https://www.edu-links.org/sites/default/files/media/file/USAID%20Cost%20Reporting%20Guidance%20FINAL.pdf https://www.edu-links.org/sites/default/files/media/file/USAID%20Cost%20Reporting%20Guidance%20FINAL.pdf https://www.edu-links.org/sites/default/files/media/file/Template%20Cost%20Reporting%20Manual%20October%202021_1.docx

Reporting Manual instructions. The Manual submitted by the contractor must document cost measurement objectives and/or cost analysis questions; identify which standard cost categories are relevant and establish any custom sub-categories; and outline procedures, roles, and responsibilities for capturing data, assuring data quality, and submitting reports according to the requirements herein. The contractor must submit the Manual to the COR and update it at least annually to reflect any significant changes in staffing or roles.

F.6.n Quarterly Accrual Report

Quarterly accrual reports must include the following information:

● Total Estimated Cost remaining in the contract;

● Unliquidated balance in the contract;

● Accrual amount;

● Estimated Pipeline amount.

The COR will provide a template for the Contractor to follow.

F.6.o Bi-Weekly Highlights

The Contractor will provide a bi-weekly highlights report along with photos for USAID’s internal reporting and outreach every other Thursday or as otherwise requested by USAID.

F.6.p Demobilization Plan

The Contractor will submit a Demobilization Plan for CO approval. The Demobilization Plan will include a proposed Property Disposition Plan, a plan for the phase-out of in-country operations, a delivery schedule for all reports or other deliverables required under the contract and a timetable for completing all required actions in the Demobilization Plan.

The Demobilization Plan shall be approved in writing by the CO.

F.6.q Final Report

The Contractor will submit a concise, draft final report to the COR for review and approval prior to submission of the final report. The COR may share the draft report with relevant individuals for their feedback as deemed appropriate.

The Final Report must contain the following information, covering the full period of the contract: an executive summary of the accomplishments and results achieved; an overall description of the activities and accomplishments; a summary of problem/obstacles encountered during implementation; an assessment of the performance in accomplishing the activity’s objectives; significance of these activities; findings; comments and recommendations;

complete data from the performance monitoring and evaluation plan. This report should eliminate politically sensitive or proprietary information. Reports must incorporate graphics https://www.edu-links.org/sites/default/files/media/file/Template%20Cost%20Reporting%20Manual%20October%202021_1.docx

(maps, photos, charts, etc.) and must include all project and evaluation tools and materials, in annex.

In addition, it will include lessons learned and recommendations to further strengthen capacity and foster the learning agenda. In addition, the Contractor is expected to propose a feasible exit strategy that indicates how the relationships, linkages, and partnerships established for implementing various components of this SOW might be sustained after the completion of the activity.

The Contractor will incorporate USAID’s comments/inputs and submit the final version of the report to the COR by the specified due date. The Contractor will submit one electronic copy of a Final Report to the USAID COR and one copy to the Contracting Officer.

F.6.r Ad-hoc requests

The Contractor may be required to furnish information and/or data regarding this activity on an ad-hoc basis.

Such requests may include special reports in the event of extraordinary, time-sensitive events that need to be brought to the COR’s attention sooner than every quarter. Also included can be briefing memoranda, scene-setters, and talking points for events in which USAID personnel participate.

F.7 CONTRACT MANAGEMENT

The Contractor must provide home office support to fulfill all requirements of this contract. This includes cost and quality control of the Contractor’s implemented activities and contract administration matters. All work under this contract must be completed within the period of performance indicated at F.2. All reporting requirements at F.6 must be followed, and as may be adjusted and modified from time to time by formal change order directions based on USAID/Burma annual reporting guidance and directives, and in accordance with Mission program reporting requirements, as and when such directives are revised and communicated to the Contractor.

a) Outreach and Communication Support

USAID conducts public affairs efforts to highlight the role and contribution of U.S. assistance programs in Burma as a way to raise public awareness, understanding, and support for USG-funded goals and activities. The Contractor shall enhance USAID’s outreach and communications efforts in two dimensions. The first dimension is outreach to domestic audiences. This effort shall focus on describing and explaining USAID’s efforts to strengthen the capacity of current and future community leaders of Burma to promote inclusive democracy and economic growth that supports the realization of a peaceful, prosperous, healthy society.

The second dimension, if appropriate, is to strengthen local counterparts’ ability to advocate, communicate and manage reforms. In addition, the Contractor must coordinate with the COR and USAID’s Development Outreach and Communications Officer to provide information about the activities and collaborate on public diplomacy events and USG VIP visits to Myanmar.

b) Other Public Relations Requirements

The Contractor shall be required on an as needed basis to prepare site visits and related supporting documents for site visits by high-ranking USG delegations (i.e., U.S. Ambassador, Congressional Delegations, USAID senior management, etc.). Formats for such supporting documentation and timelines for submission to USAID shall be provided to the Contractor in advance by the Mission COR. As needed and necessary, the US Embassy’s/USAID’s Public Relations representative(s) will work in collaboration with the Contractor’s field office staff. The Contractor shall be required to develop and maintain an official electronic library of all photos, public relations material, and other related documents (i.e., major media news releases in local periodicals) for use by both the Contractor and USAID. Upon completion of the contract, the complete electronic library will be transferred to USAID for official filing and archiving.

c) Press Relations

The Contractor must coordinate all press inquiries and statements with the designated COR and Mission outreach specialist. The Contractor must seek approval from the COR before agreeing to or allowing staff to conduct interviews with the press.

F.8 PERFORMANCE EVALUATION

USAID may conduct a mid-term and/or final evaluation or other performance assessments during the life of the contract. The focus of such evaluations will be to review overall progress, assess the continuing appropriateness of the project design, and identify any factors impeding effective implementation and to assess the achievements of the project versus the stated objectives and goals, to identify which elements of the project had the most significant impact and which did not, and which aspects of project design need to be considered for continuation under future possible projects.

Generally, USAID will utilize the results of the evaluations to recommend any mid-course changes in strategy if needed and to help determine appropriate future directions. The Contractor may be requested to provide input into the evaluation and must be prepared to collaborate in the implementation of the evaluation. The Contractor will consult with the COR on how to avoid redundancy between any evaluation executed by the Contractor and any external evaluation procured by USAID.

[END OF SECTION F]

- End of Attachment 2_RFP No. 72048223R00002 DISP_Amendment 2_track changes -