72049220R00005 (BEACON).pdf

Issuance Date: July 13, 2020 Deadline for Questions: July 22, 2020; 3:00PM

(Manila Time) Closing Date/Time of Offers: August 24, 2020; 3:00PM

(Manila Time)

Subject: Solicitation No. 72049220R00005 Request for Proposal (RFP) for the Better Access and Connectivity (BEACON)

Activity

To all prospective Offerors:

The United States Agency for International Development through its Mission in the Philippines (USAID Philippines) is soliciting proposals from qualified organizations interested in providing technical services for the activity entitled “Better Access and Connectivity (BEACON).” The applicable geographic code for this procurement is 937, and the North American Industry Classification System (NAICS) is 541990.

USAID anticipates awarding a Cost Plus Fixed Fee (CPFF) Completion Type contract as a result of this solicitation. The estimated period of performance is five (5) years. The estimated total cost plus fixed fee for the award is between a range of $30million to $35million. Offerors must propose realistic and reasonable costs for the work described in their Performance Work Statements (PWS). USAID Philippines encourages the most effective methodology for achieving the expected results.

Any questions and requests for clarification concerning this RFP must be sent electronically via email to manila-roaa-rfp@usaid.gov (copy furnish fcalixto@usaid.gov) with subject line “Questions on BEACON RFP submitted by [name of organization]” by the deadline for questions indicated at the top of this page. All responses to questions will be provided via an Amendment to the RFP and will similarly be posted in https://beta.sam.gov/. Offerors are encouraged to check the betaSAM website periodically as acknowledgement of any such Amendments is required to accompany the Offeror’s proposal.

It remains the Offeror’s responsibility to ensure that it has downloaded and received the RFP in its entirety, including all subsequent Amendments, if any. USAID bears no responsibility for data errors resulting from download, transmission, and conversion processes. Furthermore, Offerors are advised to read the solicitation carefully. Block 12 of Standard Form (SF)-33 of this RFP requires offers remain valid for 180 calendar days from the closing date (on the top of this page).

mailto:manila-roaa-rfp@usaid.gov mailto:fcalixto@usaid.gov https://beta.sam.gov/

72049220R00005 (BEACON) page 2

Proposals received after the closing date and time will be processed as late and handled in accordance with FAR 15.208(b). Offerors are responsible for ensuring that proposals are received by USAID Philippines on or before the specified closing date and time.

Technical (PWS) and Cost Proposals must be prepared separately and submitted in accordance with Section L of this RFP.

Offerors are also instructed to pay full attention to Section K (Representations, Certifications, and Other Statement of Offerors). Offerors must comply with FAR 52,204-7, the System for Award Management (SAM) website, and complete the annual representations and certifications electronically at https://sam.gov/SAM/, Issuance of this solicitation neither obligates USAID Philippines to award a contract nor does it commit to pay for any costs incurred by the Offeror in the preparation and submission of its technical/cost proposals or oral presentation. Award will be subject to fund availability following the proper completion of the required USAID Philippines internal processes and other internal USAID Philippines approvals.

Sincerely, /s/ Sandra Jansen Contracting Officer Regional Office of Acquisition and Assistance https://sam.gov/SAM/

72049220R00005

SOLICITATION, OFFER AND AWARD

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

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

ORDER UNDER DPAS (15 CFR 700)

6. REQUISITION/PURCHASE NUMBER

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

NEGOTIATED (RFP)

SEALED BID (IFB)

5. DATE ISSUED

1. THIS CONTRACT IS A RATED RATING PAGE OF PAGES

3 115

C. E-MAIL ADDRESS

EXT.NUMBERAREA CODE

B. TELEPHONE (NO COLLECT CALLS)A. NAME

10. FOR

INFORMATION

CALL:

CAUTION: LATE Submissions, Modifications, and Withdrawals: See Section L, Provision No. 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

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

SOLICITATION

9. Sealed offers in original and

PART IV - REPRESENTATIONS AND INSTRUCTIONS

OTHER STATEMENTS OF OFFERORS

EVALUATION FACTORS FOR AWARD

INSTRS., CONDS., AND NOTICES TO OFFERORS

REPRESENTATIONS, CERTIFICATIONS AND

LIST OF ATTACHMENTS

CONTRACT CLAUSES

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

I

J

K

L

M SPECIAL CONTRACT REQUIREMENTS

CONTRACT ADMINISTRATION DATA

DELIVERIES OR PERFORMANCE

INSPECTION AND ACCEPTANCE

PACKAGING AND MARKING

DESCRIPTION/SPECS./WORK STATEMENT

SUPPLIES OR SERVICES AND PRICES/COSTS

SOLICITATION/CONTRACT FORM

PART II - CONTRACT CLAUSESPART I - THE SCHEDULE

H

G

F

E

D

C

B

A

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

11. TABLE OF CONTENTS

18. OFFER DATE17. SIGNATURE

SUCH ADDRESS IN SCHEDULE.

IS DIFFERENT FROM ABOVE - ENTER

15C. CHECK IF REMITTANCE ADDRESS

EXT.NUMBERAREA CODE

15B. TELEPHONE NUMBER

(Type or print)AND

ADDRESS

OF

OFFEROR

CODE FACILITY

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

DATEAMENDMENT NO.DATEAMENDMENT NO.

and related documents numbered and dated):

amendments to the SOLICITATION for offerors

(The offeror acknowledges receipt of

14. ACKNOWLEDGEMENT OF AMENDMENTS

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

(See Section I, Clause No. 52.232.8)

13. DISCOUNT FOR PROMPT PAYMENT

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

by the offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the price set opposite each item, delivered at the

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

OFFER (Must be fully completed by offeror)

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

28. AWARD DATE

(Signature of Contracting Officer)

27. UNITED STATES OF AMERICA

25. PAYMENT WILL BE MADE BY

26. NAME OF CONTRACTING OFFICER (Type or print)

CODE 24. ADMINISTERED BY (If other than Item 7)

ITEM

(4 copies unless otherwise specified)

23. SUBMIT INVOICES TO ADDRESS SHOWN IN

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

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

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

AWARD (To be completed by government)

CODE

REQ-492-20-000013

X

1400 U

ROAA

manila-roaa-rfp@usaid.gov

X

X

X

X

X

X

X

X

X

X

X

X

X

PAGE(S)

Sandra Jansen

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition is unusable

STANDARD FORM 33 (Rev. 9-97)

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

3-3 8-9

10-10 11-14 15-15 16-28 29-33 34-57

58-68

69-69

70-87

88-110 111-115

12. In compliance with the above, the undersigned agrees, if this offer is accepted within _____180_________ calendar days (60 calendar days unless a different period is inserted

Regional Office of Acquisition and Assistance USAID Philippines Annex 2 Bldg., US Embassy Compound 10001 Roxas Blvd., Ermita, Manila Philippines

72049220R00005 (BEACON) page 4

Table of Contents

PART I – THE SCHEDULE

SECTION B – SUPPLIES OR SERVICES AND PRICES/COSTS

B.1 PURPOSE

B.3 ESTIMATED COST, FIXED FEE AND OBLIGATED AMOUNT

B.4 PAYMENT OF FIXED FEE

B.5 INDIRECT COSTS

B.6 COST REIMBURSABLE

B.7 CANCELLATION PROCEDURES

SECTION C – DESCRIPTION/PERFORMANCE WORK STATEMENT

SECTION D – PACKAGING AND MARKING

D.1 AIDAR 752.7009 MARKING (JAN 1993)

D.2 BRANDING AND MARKING POLICY

D.3 BRANDING STRATEGY, IMPLEMENTATION PLAN AND MARKING PLAN .. 12

D.4 SOCIAL MEDIA AND ONLINE OUTREACH

SECTION E – INSPECTION AND ACCEPTANCE

E.1 NOTICE LISTING FAR SOLICITATION PROVISION INCORPORATED BY

REFERENCE

E.2 INSPECTION AND ACCEPTANCE

SECTION F – DELIVERIES OR PERFORMANCE

F.1 NOTICE LISTING FAR SOLICITATION PROVISIONS INCORPORATED BY

REFERENCE

F.2 PERIOD OF PERFORMANCE

F.3 PLACE OF PERFORMANCE

F.4 KEY PERSONNEL

F.5 AUTHORIZED WORKDAY/WORK WEEK

F.6 PERFORMANCE STANDARDS

F.7 MANAGEMENT OF CONTRACT

F.8 REPORTS AND DELIVERABLES OR OUTPUTS

F.9 LANGUAGE OF REPORTS AND OTHER OUTPUTS

F.10 SUBMISSION REQUIREMENTS FOR DEVELOPMENT EXPERIENCE

CLEARINGHOUSE (SEP 2013)

SECTION G – CONTRACT ADMINISTRATION DATA

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

G.2 CONTRACTING OFFICER’S AUTHORITY

G.3 ADMINISTRATIVE CONTRACTING OFFICE

G.4 CONTRACTING OFFICER’S REPRESENTATIVE (COR)

G.5 TECHNICAL DIRECTION/RELATIONSHIP WITH USAID

72049220R00005 (BEACON) page 5

G.6 ACCEPTANCE AND APPROVAL

G.7 INVOICES

G.8 PAYING OFFICE

G.9 ACCOUNTING AND APPROPRIATION DATA

SECTION H – SPECIAL CONTRACT REQUIREMENTS

H.1 LANGUAGE REQUIREMENTS

H.2 GOVERNMENT FURNISHED FACILITIES OR PROPERTY

H.3 TITLE TO AND CARE OF PROPERTY

H.4 CONFIDENTIALITY AND OWNERSHIP OF INTELLECTUAL PROPERTY

H.5 DISCLOSURE INFORMATION

H.6 CONTRACTOR’S STAFF SUPPORT, AND ADMINISTRATIVE AND LOGISTICS

ARRANGEMENTS

H.7 AIDAR 752.7007 PERSONNEL COMPENSATION (JUL 2007)

H.8 ADDITIONAL REQUIREMENTS FOR PERSONNEL COMPENSATION

H.9 RESTRICTIONS AGAINST DISCLOSURE (MAY 2016)

H.10 AIDAR 752.222-70 USAID DISABILITY POLICY (DEC 2004)

H.11 DEFENSE BASE ACT (DBA) INSURANCE

H.12 CONTRACTOR’S USE OF PROJECT VEHICLES AND LIABILITY INSURANCE

REQUIREMENTS FOR PRIVATELY OWNED VEHICLES

H.13 INTERNATIONAL TRAVEL

H.14 AUTHORIZED GEOGRAPHIC CODE

H.15 AIDAR 752.225-70 SOURCE AND NATIONALITY REQUIREMENTS (FEB 2012)

H.16 CONSENT TO SUBCONTRACT

H.17 PRESS RELATIONS

H.18 FOREIGN GOVERNMENT DELEGATIONS TO INTERNATIONAL

CONFERENCES (JUN 2012)

H.19 EXECUTIVE ORDER 13224 – EXECUTIVE ORDER ON TERRORIST

FINANCING

H.20 ENVIRONMENTAL COMPLIANCE

H.21 AIDAR 752.229-71 REPORTING OF FOREIGN TAXES (JUL 2007)

H.22 AIDAR 752.222-71 NONDISCRIMINATION (JUN 2012)

H.23 AIDAR 752.7036 USAID IMPLEMENTING PARTNER NOTICE (IPN) PORTAL

FOR ACQUISITION (JUL 2014)

H.24 ADS 302.3.5.21 SUBMISSION OF DATASETS TO THE DEVELOPMENT DATA

LIBRARY (DDL) (OCT 2014)

H.25 HOST COUNTRY SALARY SUPPLEMENT (ADS 302.3.3 (d) (2) (viii) & (AIDAR

752.231-71 and AIDAR 731.205-71))

H.26 AIDAR 752.7004 EMERGENCY LOCATOR INFORMATION (JUL 1997)

H.27 AIDAR 752.228-70 MEDICAL EVACUATION (MEDEVAC) SERVICES (JUL 2007)

H.28 HOMELAND SECURITY PRESIDENTIAL DIRECTIVE-12 (HSPD-12) (ADS

302.3.5.13)

H.29 STANDARDS OF CONDUCT – IMPROPER BUSINESS PRACTICES

H.30 GENDER CONSIDERATION

72049220R00005 (BEACON) page 6

H.31 MANAGEMENT OF INFORMATION TECHNOLOGY RESOURCES

H.32 USAID IMPLEMENTATION OF SECTION 508 OF THE REHABILITATION ACT

OF 1973 AND FEDERAL ACQUISITION CIRCULAR (FAC) 97-27 “ELECTRONIC

AND INFORMATION TECHNOLOGY ACCESSIBILITY”

H.33 VALUE ADDED TAX (VAT) AND CUSTOM DUTIES

H.34 VOLUNTARY POPULATION PLANNING ACTIVITIES (JUN 2008)

H.35 ELECTRONIC PAYMENT SYSTEM

H.36 GRANTS UNDER CONTACT

H.37 LIMITATION ON ACQUISITION OF INFORMATION TECHNOLOGY (APR 2018)

PART II – CONTRACT CLAUSES

SECTION I – CONTRACT CLAUSES

I.1 FAR 52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE

(FEB 1998)

I.2 FEDERAL ACQUISITION REGULATION (FAR TITLE 48 OF THE CODE OF

FEDERAL REGULATIONS CHAPTER 1) CLAUSES

I.3 USAID ACQUISITION REGULATION (AIDAR; 48 CFR CHAPTER 7) CLAUSES

PART III – LIST OF DOCUMENTS, EXHIBITS, AND OTHER ATTACHMENTS

SECTION J – LIST OF ATTACHMENTS

PART IV – REPRESENTATIONS AND INSTRUCTIONS

SECTION K – REPRESENTATIONS, CERTIFICATIONS, AND OTHER STATEMENTS OF

OFFERORS OR RESPONDENTS

K.1 NOTICE LISTING FAR SOLICITATION PROVISION INCORPORATED BY

REFERENCE

K.2 FAR 52.204-8 ANNUAL REPRESENTATIONS AND CERTIFICATIONS (MAR

2020)

K.3 FAR 52.209-5 CERTIFICATION REGARDING RESPONSIBILITY MATTERS

(OCT 2015)

K.4 FAR 52.209-7 INFORMATION REGARDING RESPONSIBILITY MATTERS (OCT

2018)

K.5 FAR 52.209-9 UPDATES OF PUBLICLY AVAILABLE INFORMATION

REGARDING RESPONSIBILITY MATTERS (OCT 2018)

K.6 FAR 52.209-11 REPRESENTATION BY CORPORATION REGARDING A

DELINQUENT TAX LIABILITY OR A FELONY CRIMINAL CONVICTION (FEB

2016)

K.7 FAR 52.222-22 PREVIOUS CONTRACTS AND COMPLIANCE REPORTS (FEB

1999)

K.8 FAR 52.222.25 AFFIRMATIVE ACTION COMPLIANCE (APR 1984)

72049220R00005 (BEACON) page 7

K.9 FAR 52.222.52 EXEMPTION FROM APPLICATION OF THE SERVICE

CONTRACT LABOR STANDARDS TO CONTRACTS FOR CERTAIN SERVICES

(MAY 2014)

K.10 FAR 52.222.56 CERTIFICATION REGARDING TRAFFICKING IN PERSONS

COMPLIANCE PLAN (MAR 2015)

K.11 FAR 52.230-1 COST ACCOUNTING STANDARDS NOTICES AND

CERTIFICATION (JUN 2020)

K.12 FAR 52.230-7 PROPOSAL DISCLOSURE-COST ACCOUNTING PRACTICE

CHANGES (APR 2005)

K.13 INSURANCE – IMMUNITY FROM TORT LIABILITY

K.14 AGREEMENT ON, OR EXCEPTIONS TO, TERMS AND CONDITIONS

K.15 AUTHORIZED NEGOTIATORS

K.16 SIGNATURE

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

RESPONDENTS

L.1 NOTICE LISTING SOLICITATION PROVISIONS INCORPORATED BY

REFERENCE

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

L.3 GENERAL INSTRUCTIONS TO OFFERORS

L.5 INSTRUCTIONS FOR THE PREPARATION OF THE TECHNICAL PROPOSAL . 92

L.6 INSTRUCTIONS FOR THE PREPARATION OF THE COST PROPOSAL

L.7 DRAFT BRANDING IMPLEMENTATION PLAN AND MARKING PLAN

L.8 INSTRUCTIONS FOR THE ORAL PRESENTATION

L.9 CO-DESIGN

SECTION M – EVALUATION FACTORS FOR AWARD

M.1 GENERAL

M.2 TECHNICAL EVALUATION FACTORS

M.3 COST/BUSINESS PROPOSAL EVALUATION

72049220R00005 (BEACON) page 8

PART I – THE SCHEDULE

SECTION B – SUPPLIES OR SERVICES AND PRICES/COSTS

B.1 PURPOSE

The purpose of this contract is to provide technical assistance services necessary for the successful implementation of the USAID Philippines Better Access and Connectivity (BEACON) activity.

B.2 CONTRACT TYPE AND SERVICES

This is a FAR 16.306 Cost-Plus-Fixed-Fee (CPFF) completion type contract. The Contractor shall furnish all personnel, materials, equipment, supplies, facilities, services (except as expressly set forth in this contract as furnished by the Government) and perform all activities necessary for, or incidental to, the performance of work described in Section C.

B.3 ESTIMATED COST, FIXED FEE AND OBLIGATED AMOUNT

(a) The estimated cost plus fixed fee amount is $TBD at time of award.

(b) Within the estimated cost plus fixed fee amount in item (a) above, the contract is currently obligated and available for reimbursement of allowable costs incurred by the Contractor (and payment of fee, if any) for performance hereunder is $TBD at time of award. The Contractor shall not exceed the obligated amount unless authorized by the Contracting Officer pursuant to the clause of this contract entitled “Limitation of Funds”

(FAR 52.232‐ 22).

(c) Funds obligated are anticipated to be sufficient until [TBD at time of award].

(d) Any costs incurred that exceeded the obligated amount are considered unallowable.

B.4 PAYMENT OF FIXED FEE

Pursuant to FAR 16.306(d)(1), payment of fixed fee shall be based on completion of the deliverables described in Sections C and F of this contract and in accordance with the approved Fee Schedule below.

Performance Objective/Outcome

Due Date Percentage Fee Amount ($)

TBD TBD TBD TBD

TBD TBD TBD TBD

72049220R00005 (BEACON) page 9

Performance Objective/Outcome

Due Date Percentage Fee Amount ($)

TBD TBD TBD TBD

TBD TBD TBD TBD

B.5 INDIRECT COSTS

FAR 52.216-7 “Allowable Cost and Payment (Jun 2013)” specifies that the indirect cost rates shall be established for each of the Contractor’s accounting periods which apply to this contract.

Pending establishment of revised provisional or final indirect cost rates, allowable indirect costs shall be reimbursed on the basis of the negotiated provisional or predetermined rates and their appropriate bases as contained in the Contractor's latest Negotiated Indirect Cost Rate Agreement (NICRA).

B.6 COST REIMBURSABLE

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

B.7 CANCELLATION PROCEDURES

Per FAR 17.106-1(c) Cancellation Procedures, all program years except the first are subject to cancellation. The cancellation ceiling shall be established below for Years 2 -5 of the contract.

The Contractor is authorized to be reimbursed for all costs which are allowable in accordance with FAR 52.216-7, “Allowable Costs and Payment.” Therefore, the Contractor is expected not to incur any costs which would have been amortized over the life of the contract should the contract be cancelled in accordance with FAR 52.217-2. Therefore, the cancellation cost for each cancellation date is [TBD – to be filled in at the time of award].

Cancellation Date

Total Cost Fixed Fee Total CPFF Cumulative

CPFF

Contract Year 2

Contract Year 3

Contract Year 4

Contract Year 5

[END OF SECTION B]

72049220R00005 (BEACON) page 10

SECTION C – DESCRIPTION/PERFORMANCE WORK STATEMENT

[Contents of this Section shall be derived from the Contractor’s proposed Performance Work Statement (PWS)].

Refer to Attachment J.1 for the Statement of Objectives (SOO), which includes the purpose, background, scope, objectives, and desired outcomes.

[END OF SECTION C]

72049220R00005 (BEACON) page 11

SECTION D – PACKAGING AND MARKING

D.1 AIDAR 752.7009 MARKING (JAN 1993)

(a) It is USAID policy that USAID-financed commodities and shipping containers, and project construction sites and other project locations be suitably marked with the USAID emblem. Shipping containers are also to be marked with the last five digits of the USAID financing document number. As a general rule, marking is not required for raw materials shipped in bulk (such as coal, grain, etc.), or for semi-finished products which are not packaged.

(b) Specific guidance on marking requirements should be obtained prior to procurement of commodities to be shipped, and as early as possible for project construction sites and other project locations. This guidance will be provided through the COR indicated on the cover page of this Contract, or by the Mission Director in the Cooperating Country to which commodities are being shipped, or in which the project site is located.

(c) Authority to waive marking requirements is vested with the Regional Assistant

Administrators, and with Mission Directors.

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

D.2 BRANDING AND MARKING POLICY

(a) USAID policy on the branding and marking of the work products of this contract is contained in the USAID Automated Directive System (ADS) Chapter 320. The Branding and Marking Implementation Plan communicates to beneficiaries and stakeholder audiences that the work of this contract is from the American people. Requested exceptions to ADS Chapter 320 requirements, shall be included in the Branding and Marking Implementation Plan. BEACON Project activities will adhere to USAID branding and marking guidance in the USAID Graphic Standards Manual and Partner Co-branding Guide and available at: http://www.usaid.gov/branding

(b) The Contractor must develop a Branding Implementation Plan (BIP) and Marking Plan

(MP) for the contract to describe how program deliverables shall be branded. The BIP will implement USAID branding strategy for the USAID Alternatives to Charcoal Activity:

Activity Name: “Better Access and Connectivity (BEACON) Project”

Branding: The branding will incorporate the message that the assistance is “From the American People through USAID.”

http://www.usaid.gov/branding

72049220R00005 (BEACON) page 12

Visibility: USAID seeks a very high level of visibility through USAID‐branded public events, high‐level visits, community awareness and training activities, and media coverage. The Contractor may propose activities to be exempted from this requirement, and will be subject to the Contracting Officer’s Representative’s concurrence and Contracting Officer’s approval.

Positioning: Publicity materials and communications shall clearly reflect the notion that this activity is provided by the American People through USAID with close collaboration and support of the Government of the Philippines. No other organizations will be acknowledged publicly in connection with BEACON.

Anticipated Elements of the Branding and Marking Plan: Deliverables to be marked include products, equipment and inputs delivered; places where activities are carried out; external public communications, studies, reports, publications and informative and promotional products; and workshops, conferences, fairs and any such events.

Studies, reports, publications, Web sites, and all informational and promotional products not authored, reviewed, or edited by USAID must contain a provision substantially as follows:

“This study/report/Website (specify) is made possible by the support of the American People through the United States Agency for International Development (USAID.) The contents of this (specify) are the sole responsibility of (name of organization) and do not necessarily reflect the views of USAID or the United States Government.”

Approval Procedures: In carrying out the approved Branding and Marking Plans, the Contractor shall seek approval from the COR for all public and media documents, speeches, and event preparation forms at least three (3) weeks prior to the implementation date of the subject activity. Specific waivers of branding implementation and marking require Contracting Officer’s prior written approval.

The Marking Plan may include requests for exceptions to marking requirements for programmatic reasons, to be approved by the Contracting Officer. Waivers, as defined by ADS 320, may be necessary for compelling political, safety or security concerns, or if the marking will have an adverse effect in the host country. Marking and attribution for physical structures may need to be visible as soon as work commences. Contract deliverables to be marked with the USAID identity must follow design guidance for color, type, and layout in the Graphic Standards Manual, available at www.usaid.gov/branding, and all successor branding policies (if any).

D.3 BRANDING STRATEGY, IMPLEMENTATION PLAN AND MARKING PLAN

The Branding Strategy, Implementation and Marking plan must be submitted as an annex and as part of the Technical Proposal. Offerors must note that the plan is a separate item and will not be http://www.usaid.gov/branding

72049220R00005 (BEACON) page 13 scored. However, the plan from the apparently successful Offeror will be reviewed and subject to approval prior to contract award. The plan will not be counted in the page limitation.

The plan must specifically address the following:

(a) How to incorporate the message, “This assistance is from the American People,” in communications and materials directed to beneficiaries, or provide an explanation if this message is not appropriate or possible.

(b) How to publicize the program, project, or activity in the host-country and a description of the communications tools to be used. Such tools may include the following:

● Press releases

● Press conferences

● Media interviews

● Site visits

● Social media content

● Success stories

● Beneficiary testimonials

● Professional photographs

● Print and online Public Service Announcements

● Videos

● Webcasts, e-invitations, or other e-mails sent to group lists, such as participants for a training session, blast e-mails, or other Internet activities.

(c) The key milestones or opportunities anticipated to generate awareness that the program, project, or activity is from the American People, or an explanation if this is not appropriate or possible. Such milestones may be linked to specific points in time, such as the beginning or end of an activity, or an opportunity to showcase publications or other materials, research findings, or activity success. These include, but are not limited to, the following:

● Launching the activity

● Announcing findings from the situational analysis

● Publishing reports or studies, including the transformation and sustainability plans

● Spotlighting trends

● Highlighting success stories

● Featuring beneficiaries as spokespeople

● Securing endorsements from ministry or local organizations

● Promoting final or interim reports

● Communicating activity impact/overall results

The Contractor must comply with the requirements of the policy directives and required procedures outlined in USAID Automated Directive System (ADS) 320.3.2 “Branding and Marking in USAID Direct Contracts” (effective date: 02/05/2020) at

72049220R00005 (BEACON) page 14 https://www.usaid.gov/sites/default/files/documents/1868/320.pdf, and USAID Graphic Standards Manual and Partner Co-Branding Guide, or any successor branding policy.

D.4 SOCIAL MEDIA AND ONLINE OUTREACH

Social media is often part of an integrated communications campaign. It should always be used to communicate directly with stakeholders or beneficiaries in host countries. It should never be used to promote a program or contractor. Social media channels may be approved as part of a project’s marking plan in consultation with the CO, COR, and DOC team. To avoid confusion with official USAID social media channels, the USAID logo should not be used as a profile picture. A photo reflective of the project should be used as a profile picture.

A USAID-branded photo should be displayed as the banner photo, and acknowledgement of USAID support should appear in the “Profile” or “About” section. For more information, please refer to the USAID Graphic Standards Manual and Partner Co-Branding Guide.

[END OF SECTION D]

https://www.usaid.gov/sites/default/files/documents/1868/320.pdf

72049220R00005 (BEACON) page 15

SECTION E – INSPECTION AND ACCEPTANCE

E.1 NOTICE LISTING FAR SOLICITATION PROVISION INCORPORATED BY

REFERENCE

The solicitation provision pertinent to this section is hereby incorporated by reference (by Citation Number, Title, and Date) per the provision at FAR “52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE” under Section I of this solicitation. The solicitation provision full text may be accessed electronically at this address:

http://www.acquisition.gov/far/

FEDERAL ACQUISITION REGULATION (48 CFR Chapter 1)

NUMBER TITLE DATE

52.246-5 INSPECTION OF SERVICES – COST-REIMBURSEMENT APR 1984

E.2 INSPECTION AND ACCEPTANCE

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

Office of Economic Development and Governance USAID/Philippines Annex 2 Building, U.S. Embassy 1201 Roxas Boulevard, 1000 Ermita Manila, Philippines 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 may inspect and accept all services, reports and required deliverables or outputs if specified in the contract.

[END OF SECTION E]

http://www.acquisition.gov/far/

72049220R00005 (BEACON) page 16

SECTION F – DELIVERIES OR PERFORMANCE

F.1 NOTICE LISTING FAR SOLICITATION PROVISIONS INCORPORATED BY

REFERENCE

The solicitation provisions pertinent to this section are hereby incorporated by reference (by Citation Number, Title, and Date) per the provision at FAR “52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE” under Section I of this solicitation. The solicitation provision’s full text may be accessed electronically at this address:

http://www.acquisition.gov/far

FEDERAL ACQUISITION REGULATION (48 CFR Chapter 1)

NUMBER TITLE DATE

52.242-15 STOP-WORK ORDER AUG 1989

52.242-15 ALTERNATE I AUG 1984

52.246-3 INSPECTION OF SUPPLIES –

COST REIMBURSEMENT

MAY 2001

52.246-5 INSPECTION OF SERVICES –

COST REIMBURSEMENT

APR 1984

F.2 PERIOD OF PERFORMANCE

The estimated period of performance for this contract is five years from the effective date of the award.

F.3 PLACE OF PERFORMANCE

The place of performance is the Philippines.

F.4 KEY PERSONNEL

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

(b) The key personnel identified 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 otherwise agreed to by the Contracting Officer.

http://www.acquisition.gov/far

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(c) Failure to provide the key personnel designated above may be considered non-performance unless such failure is beyond the control, and through no fault or negligence, of the Contractor.

(d) The Contractor must immediately notify the Contracting Officer and the COR of any key personnel’s departure and the reasons thereof.

(e) The Contractor must take steps to immediately rectify this situation and will propose a substitute candidate for each vacated position along with a budget impact statement in sufficient detail to permit evaluation of the impact on the program.

(f) The Contractor must not replace any of the key personnel without advance written consent of the Contracting Officer or his designee.

(g) USAID reserves the right to adjust the level of key personnel during the performance of this contract.

(h) The descriptions of the major responsibilities and qualification requirements for the key personnel are the following:

Position: [To be filled in at award]

Responsibilities: [To be filled in at award]

Required Qualifications: [To be filled in at award]

F.5 AUTHORIZED WORKDAY/WORK WEEK

No overtime or premium pay is authorized under this contract. The Contractor is authorized up to a six-day workweek for short-term consultants in the field with no premium pay. Any other authorizations for extended work day/week of other personnel will need to be sought in a formal written request to the COR.

F.6 PERFORMANCE STANDARDS

The COR and the Contracting Officer will jointly conduct evaluation of the Contractor’s overall performance, which will form the basis for the Contractor’s permanent performance record with regard to this contract as required under the FAR 42.15.

During the period of performance, the COR will conduct periodic performance reviews to monitor the progress of work, determine if programmatic adjustments or adaptations were conducted, and if the required results are achieved. A variety of mechanisms will be used to monitor the progress and success of this award and the Contractor’s performance in achieving agreed results including:

● Monthly meetings with USAID;

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● Review of Contractor’s scheduled reports (which include updates to the Work Plan, fiscal expenditures and accruals, progress reports, consultancy reports, etc.);

● Host government official and other counterparts feedback;

● USAID personnel site visits;

● Periodic impact assessments and evaluations;

● Regular planning meetings between USAID and the Contractor to finalize annual work plans or identify emerging priorities requiring attention; and

● Coordinating committee meetings with USAID, the Contractor, the host government officials, and other stakeholders as agreed.

F.7 MANAGEMENT OF CONTRACT

The Contractor will provide the management necessary to complete all the requirements of this contract, including cost and quality control, within the period of performance.

All work under this contract must be completed within the period of performance. The following contract management processes and reporting will be required. All reports indicated below must be submitted to USAID in English language. The following processes and reporting may be amended or changed as agreed upon by the COR and Contractor. Specifically, the following may be amended by the COR in consultation with the Contractor based on the annual reporting guidance by USAID.

Start-up. Within thirty (30) calendar days of the contract’s effective date, the COR and the Contractor will meet to review the requirements of the contract in order to develop a start-up plan for the first three months of implementation that includes: (1) plans for establishing the project office in Manila, Philippines; and (2) plans for staffing. As part of start-up, the COR and the Contractor will review and discuss the Contractor’s draft first year work plan, and draft monitoring, evaluation and learning plan prior to their final submission.

Work plans. The contractor will provide yearly work plans that detail the work to be accomplished during the upcoming year.

Monitoring, Evaluation & Learning Plan. The Contractor’s performance will be monitored and evaluated based on the MEL Plan, the principal tool for assessing the achievement of the project’s objectives, results and deliverables. USAID and contractor management meetings: The COR and Contractor will organize a meeting schedule that will focus on routine administration of the Contract (which includes fiscal management and procurement administration as well as identification and resolution of implementation issues during the course of the Contract period).

The completion of meeting minutes will be the responsibility of the Contractor and will include a summary of key decisions made between USAID and the Contractor and follow up actions required. The meeting minutes will be submitted to the COR within two calendar days after the conclusion of each monthly meeting. The Contract and COR will agree on meeting minutes format. These meeting minutes will be part of the official USAID management files for the Contract. Depending on the issues or subjects to be discussed at any of the weekly meetings, meeting participants may vary. The location of the meeting will be determined by the Contractor and COR and may vary throughout the life of the Contract.

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Outreach, reports and analyses: The Contractor will articulate a plan for outreach, dissemination and collaborative learning about the results (outputs and outcomes) of the project/activity, performance improvements, and lessons learned. Over the course of the project, USAID will have occasional unanticipated and changing needs for reports or analyses related to project progress, funding, and implementation that go beyond the routine reports prescribed in other parts of the contract. The Contractor must respond promptly to these requests, as communicated through the COR.

Success Stories: The Contractor will submit success story/ies on people level impact of the BEACON activity and related items of interest to the COR. Both COR and Contractor will determine frequency of submission. Success stories will follow the standard USAID format and will be accompanied by photographs with captions.

Other public relations requirements: The Contractor will be required, on an as needed basis, to arrange project monitoring and implementation site visits (including all related technical documents) for site visits by high-ranking USG delegations (i.e. the U.S. Ambassador, Congressional Delegations, USAID senior management). The Contractor will provide logistical support for these visits including transportation, venue arrangements, accommodation requirements and other support services. The Contractor will also provide assistance in obtaining services of communications/public relations specialists and writers who may be needed to prepare press releases, news articles and other outreach documents as needed. The COR will provide the formats for supporting documentation and timelines for submission in advance. The COR and USAID’s outreach team/representatives will work in collaboration with the Contractor’s designated public relations representative. The Contractor will develop and maintain an official electronic library of all public relations materials, photos, and other related documents (i.e. major media news releases in Philippine periodicals) for use by both the Contractor and USAID. Upon completion of the Contract, the complete electronic library will be turned over to USAID for official filing and archiving.

Coordination. Periodic coordinating meetings are planned which will involve both the US Government and various project implementers. Under the supervision of USAID, the Contractor will be expected to participate and contribute to these coordination meetings as needed. The Contractor is expected to maintain a calendar of activities and meetings to inform USAID of planned events and high-level meetings.

Meeting with host government officials: In the course of implementing the project, the Contractor may be interacting with officials from various agencies and levels of the Government.

Regular interactions with government officials at the working level (e.g. local-level government or national- level government official at the working-level such as office/unit director or the equivalent) must be reported as part of regular progress reports. If higher level host government officials (e.g., Bureau Chief or Agency/Ministry Head) invite the Contractor for a meeting, the COR must be informed of these requests in advance of the meetings and be given the opportunity to attend or to designate an official on behalf of the US Government. In no case will the Contractor initiate a request for a meeting with a national-level host government officials without the COR’s concurrence.

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F.8 REPORTS AND DELIVERABLES OR OUTPUTS

In addition to providing the services described in the PWS, and requirements as set forth in AIDAR 752.242-70, Periodic Progress Reports, the Contractor must submit to the COR reports, plans, and other documents as listed below. All reports must be submitted electronically.

Report/Deliverable Due Date Distribution

Y1 Work Plan (covers period from effective date of award to the next federal fiscal year end; developed through co-design workshop)

Within 60 days from effective date of award; Y1 work plan will include a rapid mobilization plan

COR

Subsequent Annual Work Plan 45 calendar days prior to start of subsequent year of implementation

COR

Monitoring, Evaluation & Learning Plan

Final – Within 75 calendar days after contract effective date

COR, USAID

M&E Specialist

Branding and Marking Plan Final – Within 45 calendar days after contract effective date

COR, USAID

DOC Specialist, CO

Quarterly Performance Report

Within 30 calendar days after the end of each USG fiscal quarter. The last quarterly report of the reporting year will be replaced by an annual report that summarizes the entire year’s accomplishments

COR, CO

Quarterly Financial Reports No later than the 20th day of the third month of the quarter (i.e., March, June, September, and December) covering the period through the end of that particular quarter

COR, CO,

Controller

Consultants’ Reports No later than 10 calendar days after completion of services

COR

Commodity Inventory and Tracking Report

First Report – no later than the first quarter of the following year.

Subsequent reports – annually or anniversary month

COR, CO

Report on Foreign Taxes Annually, no later than April 16, for COR, Controller

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Report/Deliverable Due Date Distribution the immediately preceding one year period ending March 31

Closeout and Property Disposition Plan

6 months before contract completion date

COR, CO

Final Performance Report Draft report – 30 calendar days after completion of contract Final report – 90 calendar days after completion of contract

COR, CO, DEC

Final Financial Report Draft report – 30 calendar days after completion of contract Final report – 90 calendar days after completion of contract

COR, CO,

Controller

Co-design Planning Workshop. Co-design is an integral part of the BEACON activity.

Following execution of the award, the Contractor shall develop the activity’s first year work plan through a multi-stakeholder co-design planning workshop. The Contractor shall be responsible for coordinating and hosting this conference, in consultation with USAID.

USAID Automated Directive System (ADS) 201.6 defines co-creation as “a design approach that brings people together to collectively produce a mutually valued outcome, using a participatory process that assumes some degree of shared power and decision-making.” By involving local organizations, the private sector, traditional USAID implementing partners, local experts, host country government officials, and other international donors during the co-creation process, cocreation can greatly enhance opportunities for increasing local ownership of USAID programming.

Moreover, co-creation can also lower the programmatic risk that USAID will not achieve the intended results, because the activity design and implementation will be informed by engagement with a broader array of stakeholders. USAID envisages an open, creative back-and-forth process with external experts and implementers to:

● build a strong evidence-analysis rooted in multiple and diverse perspectives and expertise;

● promote multiple viewpoints that will help to identify parameters, prioritize focus areas, or identify opportunities for system collaboration;

● validate and solicit feedback and strong support from multiple stakeholders;

● better understand local context, needs, constraints and encourage local communities to act accordingly; and

● approach development through a more inclusive, collaborative, creative, and open process.

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Work plans. The work plan is a key document for contract performance that will detail the work to be accomplished during the upcoming year. The scope and format of the annual work plan will be agreed to between the COR and the Contractor, with the first year’s work plan due no later than sixty (60) calendar days after contract effective date. A pause-and-reflect workshop may be organized prior to work plan development as part of the co-creation process. The first year work plan will include the Rapid Mobilization Plan that provides activities for the critical first 90 calendar days of the contract. Subsequent annual work plans thereafter are due forty-five

(45) calendar days prior to the start of the following implementation year.

During contract performance, the work plan will be updated, as required, subject to COR approval. Contracting Officer’s approval of work plan updates will be required if the proposed changes impact on the use of available contract funds. It is anticipated that USAID Mission staff will review the work plan updates in order to provide comments thereon and to recommend changes, if any.

Such comments and changes, however, if accepted by the Contractor, will not constitute a change from the terms of the contract. Work plans must describe the activities and interventions required to meet the contract results, including:

● Proposed interventions, accomplishments and progress towards achieving results for the given year;

● Corresponding schedule for implementation of activities;

● 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;

● Annual Communication and Outreach Plan and Outreach Calendar (listing description of events, expected attendance from local government officials, whether media is present);

● Information on how interventions will be implemented in a collaborative and coordinated manner with partners and other entities;

● The Activity’s environmental mitigation and monitoring plan (EMMP) in the initial work plan, and adjustments in subsequent work plans

The work plans are intended to be working documents for the use of the Contractor and the COR. Much of the information may be presented in tabular format and there is no expectation of widespread dissemination.

As part of its initial work plan, and all annual work plans thereafter, the Contractor in collaboration with the COR and the Mission Environmental Officer or Bureau Environmental Officer, as appropriate, will review all planned and ongoing activities under this contract to determine if they are within the scope of the approved Regulation 216 environmental documentation. If the Contractor plans any new activities outside the scope of the approved Regulation 216 environmental documentation, it must prepare an amendment to the documentation for USAID review and approval. No such new activities will be undertaken prior to receiving written USAID approval of environmental documentation amendments. Any ongoing activities found to be outside the scope of the approved Regulation 216 environmental

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Monitoring, Evaluation, and Learning (MEL) Plan. The Monitoring, Evaluation & Learning (MEL) Plan will identify the indicators that the Contractor must report to USAID to track progress, describe how the Contractor will evaluate the performance of the project, and the ways in which the contractor will incorporate learning from the project into implementation. The final MEL Plan must be submitted within 75 calendar days after contract effective date and/or before major implementation actions are underway.

At the minimum, the MEL Plan must have the following:

1. A description of the Contractor’s established management system within which the USAID/BEACON MEL Plan will operate – the management system refers to:

● Organization-wide policies and procedures for monitoring and their relation to the particular MEL Plan.

● Organizational staffing/expertise, roles, and responsibilities and how these are to be used in the particular MEL Plan, including the role of subcontractors.

● Automated and other methods used to gather, store, process, summarize, analyze, and/or report performance data.

● Procedures for regular communication with USAID regarding the status of monitoring activities, including early notification of problems.

● Means of addressing a discovered lack of progress or success. Procedures will focus on learning from mistakes, analyzing them, and ascertaining the reasons for missteps.

2. Information about all activities to be monitored under the M&E Plan – the listing of activities must be provided in a logical framework which:

● Links activities to contract results—both those dictated by USAID in the contract and lower level or complementary results contained in the Contractor’s technical approach.

● Describes assumptions being made about the relationship of the activity to the contract result.

● Identifies the indicators against which progress is to be measured

● Sets the baseline data, and the quarterly/annual target for every indicator.

● Describes the methods/tools/techniques to be used for monitoring. Methods for monitoring vary according to what it is being monitored. Some activities can be observed easily and costs and outputs can be measured against the original targets and timetable. Other activities are less easy to monitor in terms of quantitative achievements, especially such intangible effects as awareness and empowerment and their direct links to program interventions.

● Indirect or proxy indicators may have to be identified, even if these cannot be verified. By considering these factors at the planning stage, expected results can be kept realistic and cost effective and the Contractor can recognize that not all available and useful indicators are ‘objectively verifiable.

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● Provides an illustrative schedule for discrete monitoring activities and pause-and-reflect or learning sessions tied to the overall project work plan.

3. Gender Consideration. To the greatest extent possible, the Contractor will include both men and women in all aspects of this program including participation and leadership in e.g., meetings, training, etc. The Contractor must collect, analyze and submit to USAID sex- disaggregated data and proposed actions that will address any identified gender-related issues. To ensure that USAID assistance makes the maximum optimal contribution to gender equality, performance management systems and evaluations must include gender-sensitive indicators and sex-disaggregated data when the technical analyses supporting the Contract demonstrates that:

● The different roles and status of women and men affect the activities to be undertaken; and

● The anticipated results of the work would affect women and men differently.

The MEL Plan must include key evaluation questions that will guide the understanding and interpretation of results in line with USAID Evaluation Policy. Under USAID’s new Evaluation Policy, the implementing partner is primarily responsible for monitoring and ongoing evaluations (typically formative and mid-term evaluations) that inform management decisions by assessing whether projects are being implemented as planned, reaching targeted groups, and achieving expected outputs and outcomes. However, the primary responsibility for summative and other third party evaluations that assess the overall performance and results from the project/activity rests with USAID and will not be funded under this Contract. While the implementing partner will provide supporting data and analysis, such evaluations will be designed, implemented and separately contracted (where contract support is needed) by the Mission to assure objectivity and rigor.

Where projects or activities are implemented in particular locations the M&E Plan must include a discussion on ways to map and track the type of intervention by project component and fund use. The Contractor is encouraged to collaborate with relevant stakeholders in monitoring efforts to assure that monitoring and evaluation systems are as cost-effective as possible.

Branding and Marking Plan must meet the requirements included in Section D.

Quarterly Performance Reports must meet the requirements included in the contract schedule and provisions. The following detailed structure/format must be used:

● Executive Summary – This section is a narrative summary of overall achievements against planned…