SOL_72051420R00014 (00).pdf

REQUEST FOR PROPOSALS (RFP)

NO. 72051420R00014

CONSULTANT, ADVISORY AND LOGISTIC SERVICES

Solicitation issue date: February 14, 2020 Questions due date: February 26, 2020 Response to questions planned: March 6, 2020 Closing date and time for receipt of proposals: March 30, 2020, 2:00 pm Bogotá time

The United States Agency for International Development (USAID) Mission to Colombia is seeking proposals to provide Consultant, Advisory, and Logistics Services, as described in Section C of this Request for Proposals (RFP). USAID anticipates the award of one Single-Award 5-year ordering period Indefinite Delivery, Indefinite Quantity (IDIQ) contract. Pursuant to FAR 6.204, this requirement is “set aside” for 8(a) small business concerns. (SBA Acceptance Info: 1) WMADO 8(a) Competitive Requirement Number: 0353/20/0011; 2) Primary NAICS Code:

541690).

Approximately 60% of the estimated work of this requirement is a follow- on to IDIQ contract number AID-514-I-14-00001 with Olgoonik Technical Services, LLC which is scheduled to end in February of 2020.

USAID anticipates that the maximum aggregate ordering limitation for the contract resulting from this RFP will be $19,000,000 over the 5-year ordering period. The maximum aggregate dollar value of task orders awarded cannot exceed this contract ceiling. There is no guarantee on the number of task orders that the successful offeror will receive or the amount of money beyond the minimum order guarantee set forth in the RFP. Task orders will be placed in accordance with Section F. Ordering Procedures.

Please refer to Section L for information regarding proposal delivery requirements and proposal submission closing date and time (also stated above). Offerors must take into account the expected delivery time required by the proposal transmission method they choose, and are responsible for ensuring proposals are received by USAID by the due date and time as specified in Section L.

Failure to comply with the submission date and time will deem any submission unacceptable and it will not be reviewed or evaluated. Faxed proposals are not acceptable, nor will they be reviewed or evaluated.

Section L of the RFP also sets forth all instructions for the preparation of proposals and required proposal contents, including critical date/time for the submission of questions. Oral explanations or instructions given before award of the contract will not be binding. Section M states the criteria by which proposals will be evaluated.

Issuance of this RFP does not constitute an award commitment on the part of USAID, nor does it commit USAID to pay any costs incurred in the preparation and submission of a proposal. Award of a Contract under this RFP is subject to availability of funds and other internal USAID approvals.

Further, the Government reserves the right to reject any or all proposals received.

RFP NO. 72051420R00014 CONSULTANCY, ADVISORY AND LOGISTICS SERVICES

CONTENTS

PART I – SCHEDULE

SECTION B - SUPPLIES OR SERVICES AND PRICES/COSTS

B.1. PURPOSE

B.2. CONTRACT TYPE AND SERVICES

B.3. MINIMUM OBLIGATED AMOUNT

B.4. MAXIMUM CONTRACT CEILING

B.5. ESTIMATED COST, FIXED FEE AND OBLIGATED AMOUNT

B.6. CONTRACT LINE ITEMS (CLINs)

B.7. LABOR

B.8. LABOR (UNBURDENED CDR) RATE CHANGES

B.9. INDIRECT COSTS AND ADVANCED UNDERSTANDING ON CEILINGS

SECTION C – DESCRIPTION/STATEMENT OF WORK

C.1. PURPOSE

C.2. BACKGROUND

C.3. OBJECTIVE

C.4. STATEMENT OF WORK

C.5. RESULTS

C.6. FIELD OFFICE

C.7. KEY PERSONNEL

SECTION D– PACKAGING AND MARKING

D.1. AIDAR 752.7009 MARKING (JAN 1993)

D.2. BRANDING POLICY

D.3. BRANDING STRATEGY FOR THE USAID/COLOMBIA CONSULTANCY,

ADVISORY AND LOGISTICS SERVICES

SECTION E – INSPECTION AND ACCEPTANCE

E.1. NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY

REFERENCE

E.2. INSPECTION AND ACCEPTANCE

E.3. MONITORING AND EVALUATION PLAN

SECTION F – DELIVERIES OR PERFORMANCE

F.1. NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY

REFERENCE

F.2. PERIOD OF PERFORMANCE

F.3. PLACE OF PERFORMANCE

F.4. PERFORMANCE STANDARDS/EVALUATION

F.5. REPORTS AND DELIVERABLES OR OUTPUTS

F.6. LANGUAGE OF REPORTS AND OTHER DELIVERABLES

F.7. ORDERING PROCEDURES

F.8. TASK ORDER LIMITATIONS/AWARD TYPES

F.9. ORDERING LIMITATIONS

F.10. KEY PERSONNEL

SECTION G– CONTRACT ADMINISTRATION DATA

G.1. NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY

REFERENCE

G.2. CONTRACTING OFFICER

G.3. CONTRACTING OFFICER’S REPRESENTATIVE (COR)

G.4. CONTRACTOR’S PRIMARY POINT OF CONTACT

G.5. PAYING OFFICE

G.6. ACCEPTANCE AND APPROVAL

G.7. ACCOUNTING AND APPROPRIATION DATA

G.8. CONTRACTOR'S PAYMENT ADDRESS

G.9. CONTRACTING OFFICER’S AUTHORITY

G.10. TECHNICAL DIRECTION/RELATIONSHIP WITH USAID

SECTION H - SPECIAL CONTRACT REQUIREMENTS

H.1. USAID-FINANCED THIRD-PARTY WEB SITES (AUGUST 2013)

H.2. CLOUD COMPUTING (MAY 2016)

H.3. ELECTRONIC AND INFORMATION TECHNOLOGY ACCESSIBILITY

(MAY 2016) 42

H.4. INFORMATION SYSTEM SECURITY

H.5. LIMITATION ON ACQUISITION OF INFORMATION TECHNOLOGY

(DEVIATION NOs. M/OAA-DEV-FAR-18-2c and M/OAA-DEV-AIDAR-18-2c) (APRIL 2018) 44

H.6. SECTION 508 OF THE REHAB. ACT OF 1978 AND FAC 97-27

“ELECTRONIC IT ACCOUNTABILITY”

H.7. SUBMISSION OF DATASETS TO THE DEVELOPMENT DATA LIBRARY

(DDL) (OCTOBER 2014)

H.8. ADDITIONAL REQUIREMENTS FOR PERSONNEL COMPENSATION

H.9. RESTRICTIONS ON SPECIFIC ACTIVITIES

H.10. SALARY SUPPLEMENTATION

H.11. AUTHORIZED GEOGRAPHIC CODE

H.12. DEFENSE BASE ACT INSURANCE

H.13. LANGUAGE REQUIREMENTS

H.14. EXECUTIVE ORDER ON TERRORISM FINANCING

H.15. FOREIGN GOVERNMENT DELEGATIONS TO INTERNATIONAL

CONFERENCES

H.16. PROHIBITION OF ASSISTANCE TO DRUG TRAFFICKERS

H.17. PROHIBITION OF ASSISTANCE TO A LAW ENFORCEMENT FORCES IN

COLOMBIA 53

H.18. NONEXPENDABLE PROPERTY PURCHASES AND INFORMATION

TECHNOLOGY RESOURCES

H.19. CONTRACTOR’S STAFF SUPPORT AND ADMINISTRATIVE AND

LOGISTICAL ARRANGEMENTS

H.20. ELECTRONIC PAYMENTS SYSTEM

H.21. CONSENT TO SUBCONTRACTS

H.22. EMPLOYEE COMPENSATION LIMITATIONS UNDER THE CONTRACT

AND SUBCONTRACTS

H.23. ENVIRONMENTAL CONSIDERATIONS

H.24. EXCHANGE VISITORS AND TRAINING

H.25. GENDER CONSIDERATIONS

H.26. GOVERNMENT FURNISHED FACILITIES OR PROPERTY

H.27. HOMELAND SECURITY PRESIDENTIAL DIRECTIVE-12 (HSPD-12)

(SEPTEMBER 2006)

H.28. INHERENTLY GOVERNMENTAL AND CLOSELY ASSOCIATED

FUNCTIONS

H.29. PERFORMANCE MANAGEMENT INFORMATION SYSTEM

H.30. PERSONAL IDENTITY VERIFICATION OF CONTRACTOR PERSONNEL

(JULY 2007) 59

H.31. PRESS RELATIONS

H.32. SECURITY CONDITIONS

H.33. SECURITY PROTOCOL

H.34. LIFE SUPPORT AND SECURITY SERVICES

H.35. TITLE TO AND CARE OF PROPERTY

H.36. INTERNATIONAL TRAVEL APPROVAL

H.37. COORDINATION

H.38. ORGANIZATIONAL CONFLICT OF INTEREST

H.39. ORGANIZATIONAL CONFLICTS OF INTEREST: DESIGN/IMPLEMENT,

INDEFINITE QUANTITY

H.40. ORGANIZATIONAL CONFLICTS OF INTEREST: EVALUATION,

INDEFINITE QUANTITY

H.41. USAID/COLOMBIA COMMUNICATIONS AND OUTREACH

REQUIREMENTS

H.42. EXPATRIATE PERSONNEL

PART II – CONTRACT CLAUSES

SECTION I – CONTRACT CLAUSES

I.1. NOTICE LISTING TASK ORDER CLAUSES INCORPORATED BY

REFERENCE

I.2. AIDAR SOLICITATION PROVISIONS INCORPORATED BY REFERENCE

(MAR 2015) 69

I.3. CERTIFICATION REGARDING RESPONSIBILITY MATTERS (APR 2010) . 71

I.4. 52.209-7 INFORMATION REGARDING RESPONSIBILITY MATTERS (JUL

2013) 72

I.5. 52.209-9 UPDATES OF PUBLICLY AVAILABLE INFORMATION

REGARDING RESPONSIBILITY MATTERS (JUL 2013)

I.6. 52.204-1 APPROVAL OF CONTRACT (DEC 1989)

PART III – LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS . 76

SECTION J– LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS . 76

SECTION K - REPRESENTATIONS, CERTIFICATIONS AND OTHER

STATEMENTS OF THE OFFEROR

SECTION L – INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

OR RESPONDENTS

L.1. NOTICE LISTING SOLICITATION PROVISIONS INCORPORATED BY

REFERENCE

L.2. 52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE

(FEB 1998) 78

L.3. 52.216-1 TYPE OF CONTRACT (APR 1984)

L.4. 52.222-56 CERTIFICATION REGARDING TRAFFICKING IN PERSONS

COMPLIANCE PLAN (MAR 2015)

L.5. 52.233-2 SERVICE OF PROTEST (SEP 2006)

L.6. QUESTIONS ON RFP

L.7. 52.215-1 INSTRUCTIONS TO OFFERORS - COMPETITIVE ACQUISITION

(JAN 2017) AND ALTERNATE I (OCT 1997)

L.8. GENERAL INSTRUCTIONS TO OFFERORS

L.9. PROPOSAL SUBMISSION INSTRUCTIONS

L.10. INSTRUCTIONS FOR THE PREPARATION OF THE TECHNICAL

PROPOSAL 87

L.11. INSTRUCTIONS FOR THE PREPARATION OF THE COST/BUSINESS

PROPOSAL 90

SECTION M - EVALUATION FACTORS FOR AWARD

M.1. GENERAL INFORMATION

M.2. TECHNICAL EVALUATION CRITERIA

M.3. DETERMINATION OF COMPETITIVE RANGE

M.4. COST PROPOSAL EVALUATION

M.5. SOURCE SELECTION

PART IV – DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS

ATTACHMENT J.1 – ILLUSTRATIVE LIST OF POSITIONS AND SERVICES

EXPECTED

ATTACHMENT J.2 – HYPOTHETICAL TASK ORDER REQUEST FOR

PROPOSAL

SECTION B - SUPPLIES OR SERVICES/PRICES

SECTION C - DESCRIPTION/ SPECIFICATIONS/ STATEMENT OF WORK (SOW)

SECTION D - PACKAGING AND MARKING

SECTION E - INSPECTION AND ACCEPTANCE

SECTION F - DELIVERIES OR PERFORMANCE

SECTION G - CONTRACT ADMINISTRATION DATA

SECTION H - SPECIAL CONTRACT REQUIREMENTS

SECTION K - REPRESENTATIONS, CERTIFICATIONS, AND OTHER STATEMENTS OF

BIDDERS

SECTION L - INSTRUCTIONS, CONDITIONS, AND NOTICES TO BIDDERS

SECTION M - EVALUATION FACTORS FOR AWARD

ATTACHMENT J.3 - BRANDING STRATEGY

ATTACHMENT J.4

ATTACHMENT J.5

ATTACHMENT J.6

PART I – SCHEDULE

SECTION B - SUPPLIES OR SERVICES AND PRICES/COSTS

B.1. PURPOSE

The purpose of this contract is to provide services that fall within the Scope of Work (SOW) specified in Section C for Consultant, Advisory, and Logistics Services. USAID Task Order (TO) Contracting Officers (TOCOs) will request the work through the issuance of task orders during the ordering period as specified in Section F of the contract.

B.2. CONTRACT TYPE AND SERVICES

This is a single-award Indefinite Delivery/Indefinite Quantity (IDIQ) type contract. The Government will issue task orders that are either Cost-Plus-Fixed-Fee (CPFF) (completion) or any Fixed-Priced type. USAID intends to issue multiple task orders under this IDIQ.

B.3. MINIMUM OBLIGATED AMOUNT

The basic contract includes an initial obligation of funds in the amount of $25,000 to cover the minimum order guarantee USAID is required to cover and the Contractor is required to furnish the minimum ordered amount of services. The initial obligation is expected to be applied towards the first TO issue along with the award of the basic contract.

Following this initial obligation, individual TOs will obligate funds to cover the work required under each TO.

B.4. MAXIMUM CONTRACT CEILING

This is an IDIQ with an overall ceiling amount of $19,000,000. The maximum aggregate dollar value of TOs awarded must not exceed the contract ceiling amount.

B.5. ESTIMATED COST, FIXED FEE AND OBLIGATED AMOUNT

(a) For each cost-reimbursement TO issue under this IDIQ, the TOCO and Contractor agree to negotiate a set dollar amount for fixed fee. In negotiating the fixed dollar amount for fee, the TOCO must consider the policies and factors for establishing fee in FAR 15.404- 4 as well as any applicable USAID policy on establishing a fixed fee amount. In no event, however, may the amount of fixed fee in any individual task order exceed __ percent (offeror must propose ceiling percentage) of the task order’s estimated cost, excluding fee.

The fee ceiling applies to the prime contractor and any subcontractor.

(b) The Total Estimated Cost -Plus- Fixed- Fee for each TO must be negotiated in accordance with the terms of this contract.

(c) Fixed Fee Payment. For any Task Order issued under this Contract, at the time of each payment of allowable costs to the contractor, the USAID paying office ordinarily pays the contractor a percentage of fixed fees that directly corresponds to the percentage of allowable costs being paid. Two exceptions to paying fixed fee in this manner apply:

(1) If the TOCO determines that this method results in paying a disproportionately higher ratio of fixed fee than the percentage of work that the contractor has completed, then the TOCO may suspend further payment of any fixed fee until the contractor has made sufficient progress to justify further payment, up to the agreed percentage.

(2) Because the clauses entitled "Allowable Cost and Payment" (FAR 52.216-7) and "Fixed Fee" (FAR 52.216-8) are incorporated into this Contract, the terms and conditions of these clauses apply after total payments of fixed fee reach eighty-five percent (85%) of the total fixed fee.

NOTE: The ceiling on fixed fee does not apply to Fixed-Priced Task Orders.

B.6. CONTRACT LINE ITEMS (CLINs) CLINs will be established based on the requirements in each respective TO.

B.7. LABOR

B.7.1. Field Office

A TO (#1) will be issued to cover management and administrative costs of the field office and minimal required home office support. As stated in Section C.6. the contractor will be required to establish a full-time field office in Colombia responsible of fulfilling the contract’s managerial requirements including reporting requirements and bearing responsibility for all technical aspects.

This includes responding to requests for task order proposals and providing implementation oversight of issued task orders, ensuring quality and cost (as applicable) control over the implementation of all task orders.

B.7.2. For Task Orders In response to requests for task order proposals, the contractor will provide the estimated labor (level of effort) required to fulfill the task at hand in accordance with Section F.7.

Compensation of personnel under this contract or any resulting subcontract must be in accordance with AIDAR 752.7007 Personnel Compensation (July 2007).

B.7.3. Unburdened Ceiling Daily Rates (CDR) Task order rates must not exceed the ceiling daily rates set forth in the table below. Each CDR for personnel listed below is “unburdened” and only includes salary costs or consulting rates of the individual providing the services.

The CDR for employees must not include the following:

• Payroll costs (fringe benefits, FICA, allowances, differentials, etc.).

• Indirect Costs applicable to labor; and

• Profit or fee, if any.

The CDRs set forth below are fixed for the contract period and are for a productive eight (8) hour day and apply to all subcontractors as set forth in Section H. 38. If a new subcontractor is proposed for a specific task order on other than a fixed-price basis, the CDRs set forth below will apply, and the subcontract is subject to consent by the CO pursuant to FAR clause 52.244-2 included in Section I.

Actual salaries for all personnel will be negotiated under individual task orders at equal to, or lower than, the CDRs. Final approval of labor rates will be provided by the TOCO. The ceiling rates presented below do not constitute approval of final salary rates above the Contractor Salary Threshold (CST) (see ADS 302).

The single unburdened ceiling daily rate for each labor category/group below represents the mid-level and senior level rate in each category/grouping. One unburdened ceiling daily rate for each labor category/grouping is included in the contract to provide more flexibility under task orders.

If junior-level personnel are required under task orders, they must be proposed at rates below the unburdened ceiling daily rate for mid-level personnel.

OFFEROR PROPOSED CDRs BY LABOR MARKET CATEGORIES

The Unburdened Ceiling Daily Rates above apply to all task order(s) that are awarded under this contract and apply to all labor (the prime contractor, subcontractor, TCNs, CCN’s, and consultant salaries). CCN and TCN labor are also governed by the local compensation plan limitations as further provided below. The labor costs for the Offeror’s Field Office (see C.6) will be proposed for Task Order #1 in accordance with the instructions in Section L. 7.

Locally Hired National Personnel or Other Non-U.S. Expatriate Rates All locally hired national personnel and other non-U.S. expatriates must be paid in accordance with AIDAR 722.170.

Salaries for individual locally-hired personnel and other non-U.S. expatriates under this contract and any resulting subcontract must be in accordance with AIDAR 752.7007, Personnel Compensation (July 2007), and should be based upon a combination of factors including the prevailing compensation paid to personnel performing comparable work in the cooperating country as determined by USAID and consideration of the individual's education, work experience.

Unless otherwise authorized by USAID, the compensation for CCN and TCN labor must not exceed the prevailing compensation paid to personnel performing comparable work in the cooperating country as determined by USAID and must be paid in the currency of the cooperating country.

B.7.4. Definition of Labor Categories Home Office: This refers to the offeror’s home office labor drawn upon to fulfill the terms of this contract and its task orders. The Home Office has overall responsibility for compliance with all

Labor Category Groupings Year 1 Year 2 Year 3 Year 4 Year 5 Mid Senior Mid Senior Mid Senior Mid Senior Mid Senior

1. Home Office

2. Offshore Technical

3. Colombian Technical

4. Colombian Administrative:

4.a Mid xxxxxxx xxxxxxx xxxxxxx xxxxxxx xxxxxxx

4.b Junior xxxxxxx xxxxxxx xxxxxxx xxxxxxx xxxxxxx terms of the contract. In addition, Home Office responsibilities include the following: 1) ensures that production schedules are met and resources are used effectively; 2) coordinates the resolution of implementation issues; 3) ensures that proper relationships are established between USAID, teaming partners, host government, and vendors to facilitate the delivery of services; 4) supervises the Chief of Party; 5) is accountable for successful implementation of the contract for all performance management, including quality, cost, schedule, management/business relationships, and regulatory compliance.

Offshore Technical: This is an international labor market from which the contractor will draw short term technical assistance to fulfill task order requirements based on the four components in Section C.4. An illustrative list of the technical specialists included in this labor category is found in Attachment J.2. Usually, the international consultants drawn from this market are Subject Matter Experts (SMEs)- experienced professionals in a specific technical field which has few or no local SMEs.

Colombian Technical: This is a local labor market from which the contractor will draw short term technical assistance to fulfill task order requirements based on the four components in Section C.4.

An illustrative list of the technical specialists included in this labor category is found in Attachment J.2 Usually, the local consultants drawn from this market are local SMEs- experienced professionals or recognized industry leaders in a specific technical field. Both Colombian and International SMEs typically perform functions such as the following: (a) directly produce the deliverables contracted for in the task order; (b) provide strategic advice, technical guidance, and expertise, (c) deliver detailed analysis, evaluation, and recommendations, and (d) lead surveys to collect and analyze data to provide advice and recommend solutions.

Colombian Administrative (Includes Security, Secretarial support, Clerks, Accountants, Drivers, etc.): This is a local labor market for any administrative support services required to fulfill the Section C requirements of the task orders issued under this IDIQ.

B.7.5. Minimum Qualifications In order to perform the statement of work set forth in Section C, the Contractor must provide personnel that meet the minimum education and experience requirements set forth below. These minimum qualifications for mid-level and senior personnel correspond to the Unburdened Ceiling Daily Rates above.

Education + Experience Requirements

OR

Experience Requirements (Substitution of Relevant Work Experience in Lieu of a Degree)

Level Academic Degree*

AND Years of Relevant Work Experience**

Years of Relevant Work Experience***

Mid- Level

Ph.D. 4

18 JD/ABD 5

MS/MA/MB 6

*Highest degree obtained should be related to work being performed.

** Experience must be related to the work being performed.

***Relevant Work Experience is required for the levels indicated.

Language fluency, relevant regional experience, and international development experience requirements will be specified in individual task orders.

B.7.6. Subcontractor Rates The following provides guidance for various subcontracting arrangements:

(i) The Prime subcontracts with an approved subcontractor from the original IDIQ competition:

The unburdened CDR’s for the prime contract apply to the subcontractor.

(ii) The Prime contracts with a new subcontractor not yet approved: The unburdened CDR’s for the prime contract apply to the new subcontractor.

(iii) Prime subcontracts with a new subcontractor not yet approved may or may not have a different cost accounting system that only processes fully burdened rates. Further, a new subcontractor may propose rates that are “above” the negotiated rates with the prime contractor.

The Prime may then include in its TO proposal, (i) the fully burdened rate proposed to the Prime by the Subcontractor, (ii) allocation of the Prime’s indirect costs in accordance with established accounting practices, and (iii) a reasonable profit. If the rates proposed to USAID, inclusive of the Prime’s allocable indirect costs and a reasonable profit are above the Prime’s unburdened CDRs, the Prime must disclose the amount of the indirect costs, and the amount of the proposed profit that were added to the Subcontractor’s proposed rates. A reasonable profit will be negotiated by the TOCO for the specific TO. The CDRs of the subcontractor must not exceed the prime’s CDRs in the IDIQ contract.

B.8. LABOR (UNBURDENED CDR) RATE CHANGES

The labor rates are fixed for all contract years; however, the Contractor may submit a proposal reducing the labor rates and/or indirect rates at any time during the life of this contract. The

BS/BA 8

Unfinished

BS/BA 10

Senior- Level

Ph.D. 8

JD/ABD 10

MS/MA/MB 12

BS/BA 15

Unfinished

BS/BA 20

Government will review these proposals and determine if the revised rates are realistic and in the best interests of the Government. If the rates are accepted, the Government will modify the contract by incorporating the new rates into the contract.

B.9. INDIRECT COSTS AND ADVANCED UNDERSTANDING ON CEILINGS

Not applicable as this requirement is restricted to 8(a) firms.

[END OF SECTION B]

SECTION C – DESCRIPTION/STATEMENT OF WORK

C.1. PURPOSE

The purpose of this contract is to support USAID/Colombia’s Activities and Development Objectives via the provision of Consultant and advisory services; Evaluations, assessments and analyses; and Workshops, conferences and events; Logistics and supply chain services; and other services deemed appropriate to complement the execution of the task orders, as further described in this section.

C.2. BACKGROUND

The current USAID Mission goal is to build a “Colombia more capable of implementing a durable and inclusive peace.” For the last five years USAID has been providing critical technical assistance to Colombian public and private institutions so that Colombia can build a stronger state presence in conflict zones, seek reconciliation and post-conflict justice, and promote inclusive economic growth. USAID/Colombia measures success by whether key Colombian institutions demonstrate an enhanced ability to implement the country’s ambitious policies and if the implemented interventions generate a sustainable projects and commitment from the citizens.

USAID/Colombia currently has four Development Objectives (DOs) critical for the achievement of the Mission goal of building Colombian capacity. These DOs are: (1) Effective presence of democratic institutions and processes in targeted areas; (2) Reconciliation advanced among victims, ex-combatants and other citizens; (3) Improved conditions for inclusive rural economic growth; and (4) Environmental resiliency and low-emissions development strengthened. Each of these DOs represents an area where institution building support by USAID contributes to the Government of Colombia’s (GOC’s) ability to ensure a durable and equitable peace.

USAID/Colombia is in the process of updating its CDCS for the coming five-year period.

USAID/Colombia is committed to continue supporting the Colombian people and the Government of Colombia (GOC) in advancing the implementation of peace, defined priorities of the National Development Plan, and in the attention to issues related to the Venezuela Migration Crisis.

C.3. OBJECTIVE

The objective is to have a flexible mechanism in place, other than the ones designed and being implemented under the programmatic priorities in the CDCS, where the Mission can quickly tap into expert consultant and advisory services as well as other services herein described.

C.4. STATEMENT OF WORK

USAID/Colombia requires the services of a Contractor to:

(A) Provide consultant and advisory services

(B) Carry-out evaluations, assessments, and analyses

(C) Organize workshops, conferences, and other events

(D) Provide logistics and supply chain services, and

(E) Deliver other services deemed appropriate to complement the execution of task orders.

These activities and other general requirements are further described below. See also Attachment J.1 for an illustrative list of the different types of services expected.

The Contractor will maximize the use of Colombian organizations. The purpose of the use of local expertise is not just to achieve the tasks under each component but also to strengthen the capacity of local expertise.

C.4.1. COMPONENT 1

Consultant Services - Estimated LOE: 63% USAID will use these services to support USAID’s programmatic objectives. Services procured are expected to support the Development Objectives (DOs) but are subject to change given the evolving needs and demands of the Mission. Consultants may be needed in a broad range of areas, including technical areas; support for peace implementation, monitoring, and verification;

financial management; information management; information technology; monitoring and evaluation; project design; and/or office administration. Task orders issued under this component may be cost-reimbursement or fixed-price.

The type of illustrative services that may be required include, but are not limited to:

• Provide technical expertise and short to medium term advisors on a short notice.

• Serve as USAID/Colombia liaison and increase coordination efforts with other GOC, donors, private sector actors, NGOs, civil society groups, and government officials.

• Assist in planning, monitoring, coordination, and reporting on USAID/Colombia activities to ensure that they are efficiently and effectively implemented in a manner that achieves USG objectives.

• Advise on priorities for program activities.

• Assist the GOC in public policy formulation.

• Lead the organization of events, workshops, and other public events on behalf of USAID.

• Monitor the implementation of program activities, with an emphasis on identifying constraints, issues, logistical needs, and dependencies of a specific contractor for inputs to be provided by other contractors.

• Carry out field inspection of program activities, as feasible, with emphasis on assuring that work is carried out in the quantity and quality specified.

• Serve as a mechanism to bridge USAID programming when larger USAID mechanisms are ending, and new ones are in process.

• Services of expert facilitators for different strategic planning processes: ad-hoc strategies, CDCS, new activity design, etc.

• Provide advice on the technical feasibility, appropriateness, and value of proposed changes in program activities.

• Support the Mission in Development Outreach and Communication services in order to promote and raise awareness about the impact of USAID/Colombia funded activities and to push policy and support the accomplishment of USAID development objectives.

• Matters related to trilateral cooperation and potentially deploying consultants to other countries of the region/hemisphere.

• Other technical assistance services required to plan, implement or assess the USAID development assistance program.

General guidelines

The emphasis of this contract is to provide experienced technical and support consultants in key consulting roles to manage fast moving program activities as well as support to the GOC and other institutions. Some elements of work may require consultants with strong development-oriented experience.

Work in Colombia can be a logistical and administrative challenge and as such, any consultants assigned must be capable of working in a demanding and difficult environment. Consultants must have strong experience, among others, in field operations, government support, land restitution, land formalization, victims’ assistance, institutional strengthening, public policies, and environment matters in Colombia among others. Strong experience in performance management and monitoring and evaluation may also be required.

Consultants provided under this contract will work from the Contractor`s field office (See Section C. 6), may be deployed inside the institution supported, work within the USAID office if/when required, and/or be deployed to any of the areas of the approved geographic focus of this contract.

See also Attachment J. 1 for an illustrative list of former consultants/positions required by USAID in the last five years.

The Contractor shall ensure that its consultants do not perform any inherently governmental functions, as described in OMB Circular A-76, during the term of this contract.

C.4.2. COMPONENT 2

Evaluations, Assessments, and Analyses - Estimated LOE: 24% The Contractor will also provide USAID/Colombia with technical and advisory services to design and implement performance evaluations, impact evaluations, assessments, and other analyses and components of evaluations (e.g. baselines, cost-benefit and cost-effectiveness assessments, case studies). This requires coordinating all steps of the process from hiring the needed experts to delivering the final report. These qualitative and/or quantitative evaluations and assessments may be at the country, DO, program, project, geography, area/component, and/or activity-level, among others. USAID/Colombia uses evaluations and assessments as part of the planning and implementation of development assistance in order to do the following:

1. Inform new program and activity design.

2. Assess why unexpected progress, either positive or negative, is occurring.

3. Determine if the activity is achieving the intended results and identify needed mid- project corrections (mid-term or formative evaluation).

4. Re-examine or test the validity of hypotheses and assumptions embedded in strategic plans and results frameworks.

5. Determine whether the needs of intended beneficiaries are being served.

6. Identify, probe, and understand the positive and negative unintended consequences or impacts of assistance programs.

7. Determine whether the conditions for sustainability exist.

8. Conduct final and/or impact evaluations to determine the results achieved, and.

9. Distill lessons learned, which may be useful elsewhere in the Agency, and.

10. Determine the effectiveness of the initiatives to achieve the desired objectives.

The performance of evaluations, assessments, and/or analyses will also require the following illustrative kinds of work:

1. Drafting statements of work.

2. Background research and analytic expertise to plan and implement evaluations, assessments, analyses, and related results-oriented program planning.

3. Implementation planning, including team planning meetings, and research and sample designs for proposed studies.

4. Formative evaluations of program and project implementation and summative evaluations of program and project results (including experimental and quasi experimental designs and case studies) requiring primary data collection in the field (e.g., baseline studies, case studies, etc.).

5. Drafting, revising, editing, and preparing for publication (in both English and Spanish) evaluation reports, impact evaluations, meta-evaluations, synthesis, and other publications related to evaluations, assessments, and analyses.

6. Logistical and administrative support for field evaluations, assessments, and analyses.

7. Consultants to organize and implement workshops and seminars to disseminate study findings.

8. Provide input, as needed, to tools developed by the Mission and uploaded into Monitor, USAID

Colombia’s automated environmental compliance management system, such as the Evaluation Tracker, in order to ensure results dissemination and recommendation implementation.

9. Create, conduct, and analyze national or regional level population surveys of direct and indirect beneficiaries and control groups; includes use of list experiments to provide estimates pertaining to sensitive questions.

10. Cost-benefit and cost-effectiveness analysis; and

11. Conducting mid-term and final evaluation surveys, as well as producing final reports for major evaluations that have baseline studies completed.

General guidelines

All activities, services, and deliverables shall comply and follow USAID’s related ADS directives system (e.g. ADS 200, ADS 201, etc.) and mandatory references, when applicable or requested.

C.4.3. COMPONENT 3

Workshops, Conferences and Events – Estimated LOE 11% The Contractor will organize workshops, conferences, and other events as requested. The work in this area will require the Contractor to directly, or through a Sub-Contractor, organize all or part of the required services – including but not limited to identifying and confirming participants, managing registration, securing a venue, coordinating food and beverages, setting-up audio/visual equipment, providing interpretation services, and/or facilitating the execution of such workshops, conferences, and events.

The type of illustrative events that could be requested include, but are not limited to:

1. Human Rights Consultations: coordination of the Annual Human Rights Consultations in

Bogota and remotely support the one that held in Washington, D.C.

2. Support to National Level Conferences: logistics and financial support to the National

Accounting Board Conference.

3. Regional Coordination Meetings: technical and logistical support for the planning and implementation of five (5) regional coordination meetings in Antioquia, Bolivar, Cauca, Caquetá, and Valle de Cauca.

4. Public Outreach Events: increase awareness and action on the increasing attacks against Human Rights Defenders (HRD) and Social Leaders (SL) to: (1) counter HRD/SL stigmas so relevant actors and other stakeholders better understand and appreciate the vital role of HRDs and SLs; and (2) spur greater and more timely GOC action to prevent HRD/SL attacks, protect HRDs and SLs, and prosecute relevant cases.

5. Organization of Open Innovation Events: to promote the use of open data for more effective decision-making and public policy development and take advantage of open data using an innovative approach to gain new insights and ideas to strengthen USAID’s management of its programming on a specific topic (e.g. rural development, citizen security, etc.).

USAID will rely on the contractor for organizing and taking care of all the planning and required logistic details of this type of services by spelling out detailed schedule, next steps, major activities and activities specific tasks, setting milestones, defining and measuring expected outcomes, and presenting deliverables. The contractor will assist USAID and bring its expertise to duly coordinate the realization of the event.

Task order statements of work under this component will generally include but not be limited to a subset of the following items:

• General o Type of event o Dates and time o Expected number of attendees

• Location o City o Venue o Services o Food needed o Badges requirements, if needed o Translation/interpreter o Attendees confirmation and registration process specifics o Printing/photocopies/event material reproduction

• Travel o Travel, ground or air for selected participants o Accommodation o Transportation

• IT

o Internet connection - Wi-Fi availability o IT/Audio/video equipment requirements o Online streaming

• Other o Managing and delivering prizes, if a competition takes place o Sundries (e.g. swag bags, stickers, t-shirts, etc.)

o Parallel or pre-event workshops, conferences, meetings, dry-runs, etc.

o Find and implement cost-share and partners/alliances.

General Guidelines

The organization of the events may also require coordinating and/or convening different types of participants from different sectors (GOC, Private Sector, NGOs, Academia, etc.)

Also, the contractor will be responsible for all communications (talking points, media presence, social media posts, etc.) and branding and marking requirements in order to generate visibility of the agency and awareness of the USG support to the host country and/or region, as approved by the designated Mission’s Development Outreach and Communications (DOC) Specialists and Embassy Legislative and Public Affairs (LPA) Section.

C.4.4. COMPONENT 4

Logistics and Supply Chain Services - Estimated LOE: 2% USAID will need timely and quality logistics services to manage cargo transportation and warehousing inside Colombia, and other related services. USAID anticipates the contractor needing to manage and comply with transport regulations and permits inside Colombia on a case-by-case basis and depending on the type of goods being transported. Required services may include pick-up and delivery of equipment, materials, and supplies (including hazardous materials, sensitive instruments, medicines, food, machinery, etc.) to and from major ports in Colombia and on-site facilities in various locations throughout Colombia and or other areas in the geographic scope of this contract.

The contractor may also be required to manage the process and documents for obtaining the required permits before the regulatory bodies in Colombia (e.g. DIAN, INVIMA, MinTransporte, etc.) to import, transport, and store the goods. Additional consultants and/or equipment rental (e.g.

forklift, crane, etc.) to manage the cargo in origin and destination could also be needed on a case-by-case basis.

The contractor may be required to directly provide or subcontract workforce that are capable of overseeing the timely transportation and delivery of goods, maintaining schedules, tracking orders to ensure deliveries are met as specified, reporting on the progress and details of the service on a timely basis, etc.

Within this component activities may include, but are not limited to, the following:

1. The contractor may be asked to provide on-site staff to manage the services provided by its workforce.

2. The contractor shall provide qualified and fully trained consultants to provide the services required, when requested.

3. The contractor shall provide all resources necessary and/or incidental to the performance of the work areas. All vehicles furnished by the contractor shall be neat in appearance and in good state of repair. On a case-by-case basis, USAID branding and marking may also be required for vehicles.

4. The contractor shall develop, maintain, and follow internal operating procedures.

5. Work shall be performed in accordance with applicable laws, regulations, standards, and directives.

6. The contractor shall establish and administer a safety and health program that stresses safety in the workplace through strict adherence to all applicable health, safety, and environmental regulations.

The contractor shall provide comprehensive logistics services covering all applicable aspects of general transportation and delivery, vehicle maintenance and control, materials management and warehouse operations, shipping and receiving operations, equipment management, and inventory management. Warehousing facilities required size will be provided on a case-by-case basis. The contractor may also be required to manage the inventory of all the goods being transported and/or stored.

General Guidelines

All activities shall be performed in accordance with the applicable laws, regulations, and standards.

All vehicles shall be operated in compliance with Colombian laws and regulations. All contractor personnel/consultants in affected task areas must adhere to applicable safety requirements specified regarding Facility Safety Requirements; Personnel Protection; Clothing and Equipment;

Personnel Safety Certification.

C.5. RESULTS

Required results, including the relevant Development Objective and corresponding illustrative indicators will be incorporated at the task order level.

C.6. FIELD OFFICE

The contractor will be required to establish a permanent field office in Colombia, responsible for fulfilling the contract’s managerial requirements including reporting requirements and bearing responsibility for all technical aspects. This includes responding to requests for task order proposals and providing implementation oversight of issued task orders, ensuring quality and cost (as applicable) control of all tasks and assignments.

Note: USAID contemplates issuing a task order at time of IDIQ award to cover all staffing and administrative costs of this field office. It is anticipated that this task order will be a base period of 3 years with two one-year option periods. See Section L.11.)

C.7. KEY PERSONNEL

The key personnel to staff the field office (Section C.6) whom the Contractor shall furnish for performance of this contract are as follows:

C.7.1. Chief of Party (COP) The COP will be responsible for providing the vision and overall leadership to the team; managing the Contractor’s technical assistance, training, and overall support; overseeing the different Task Orders issued; and coordinating with USAID key counterparts.

The COP will have principal responsibility for overall project management and technical operations to ensure that the tasks orders are completed, and the objectives are successfully met.

The COP will lead the Contractor’s team and serve as the primary point of contact with USAID with regard to day-to-day activity implementation and management matters relating to the contract.

The COP will have overall responsibility for ensuring that all work provided under the contract, whether by international or local personnel as well as by third parties, is technically sound and appropriate for the requirements of the contract and task orders issued; and for adequately managing and supervising the work of all personnel provided. The COP will manage the preparation and presentation of proposed implementation plans and all reports.

Minimum qualification requirements

• Master’s Degree in relevant field related to one or more the IDIQ services; or a Bachelor's degree with at least 12 years of experience in one or more of the following areas: Consultant Services, Institutional Support, Training, Program and Project Management, Monitoring and Evaluation, Logistics and/or Monitoring Projects related to development.

• At least 10 years of progressively responsible experience in project management of development programs. At least four of these years must be in Latin America.

• At least five years of experience in managing Institutional Support contracts or similar services.

• Fluency in spoken and written English and Spanish is required (Level 4/4).

[END OF SECTION C]

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 cognizant technical office indicated on the cover page of this contract, or by the Mission Director in the Cooperating Country to which commodities are being shipped, or in which the project site is located.

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

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

D.2. BRANDING POLICY

Markings made under this contract shall comply with the USAID “Graphic Standards Manual” which is available at www.usaid.gov/branding or any successor Branding Policy.

D.3. BRANDING STRATEGY FOR THE USAID/COLOMBIA CONSULTANCY,

ADVISORY AND LOGISTICS SERVICES

• Program or Project Name: Consultant and Advisory Services for Colombia (CASC)

• How the materials and communications will be positioned: CASC will use full branding and the USAID tagline “From the American People” on materials and communications, which may be translated into local languages as appropriate. Co-branding and no branding will only be considered on a case-by-case basis as considered appropriate by the Contracting Officer’s Representative (COR) and Contracting Officer (CO).

• Desired level of visibility: CASC has a desired low level of visibility within USAID since the purpose of the contract is to provide Consultants to support USAID’s programmatic objectives in Colombia as well as technical and advisory services to design and implement performance evaluations, impact evaluations, assessments and other analyses and components of evaluations.

• Any other organizations to be acknowledged: Project documents will not use the contractor’s logo but will acknowledge that the document was prepared for USAID Colombia by the CASC contract (Olgoonik).

• The contract states that copyrights and rights to data shall be in accordance with the regulations, “Rights in Data – General” (FAR 52.227-14, Alternates III and IV). In some cases, Consultants employed through the contract may be required to sign non-disclosure agreements.

[END OF SECTION D]

SECTION E – INSPECTION AND ACCEPTANCE

E.1. NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY

REFERENCE

The following contract clauses pertinent to this section are hereby incorporated by reference (by Citation Number, Title, and Date) in accordance with the clause at FAR "52.252-2 CLAUSES INCORPORATED BY REFERENCE" in Section I of this contract. See FAR 52.252-2 for an internet address (if specified) for electronic access to the full text of a clause.

NUMBER TITLE DATE

FEDERAL ACQUISITION REGULATION (48 CFR Chapter 1)

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

52.246-4 INSPECTION OF SERVICES – FIXED PRICE AUG 1996

E.2. INSPECTION AND ACCEPTANCE

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

USAID/Colombia Cra 45 No. 24B-27 Bogotá D.C., Colombia or at any other location where the services are performed and reports and deliverables or outputs are produced or submitted. The COR listed in Section G has been delegated authority to inspect and accept all services, reports and required deliverables or outputs.

Task Order CORs (TOCORs) will be designated for a specific task order. In accordance with the clauses of this contract entitled ―Inspection of Services – Cost Reimbursement, (FAR 52.246-

5) and ―Inspection of Services – Fixed-price, (FAR 52.246-4), inspection of results or other deliverables required by each Task Order issued hereunder must be made by the cognizant TOCOR for that Task Order. Acceptance of goods/services and reports or other deliverables by the cognizant TOCOR for that Task Order must form the basis for payments to the contractor and will form the basis of the contractor ‘s permanent performance record with regard to this contract.

E.3. MONITORING AND EVALUATION PLAN

Evaluation of the Contractor's overall performance in accordance with performance standards/indicators established under Section C of this Contract shall be conducted jointly by the COR and the Contracting Officer and shall form the basis of the Contractor's permanent performance record with regard to this contract. The COR and Contracting Officer will undertake an evaluation at the conclusion of the contract to discern their level of satisfaction with services rendered under this contract.

[END OF SECTION E]

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SECTION F – DELIVERIES OR PERFORMANCE

F.1. NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY

REFERENCE

The following contract clauses pertinent to this section are hereby incorporated by reference (by Citation Number, Title, and Date) in accordance with the clause at FAR 52.252-2 “CLAUSES INCORPORATED BY REFERENCE" in Section I of this contract. See http://acquisition.gov/far/index.html for electronic access to the full text of a FAR clause.

FEDERAL ACQUISITION REGULATION (48 CFR Chapter 1)

NUMBER TITLE DATE

52.242-15 STOP WORK ORDER AUG 1989

ALTERNATE I APR 1984

F.2. PERIOD OF PERFORMANCE

For this Indefinite Delivery/Indefinite Quantity (“IDIQ”) contract, the following determines the periods of performance for the IDIQ and Task Orders (“TOs”):

IDIQ Ordering Period: The IDIQ ordering period is five (5) years from the effective date of the IDIQ. TOs may be issued at any time during the IDIQ ordering period. Once the IDIQ ordering period ends, no new TOs may be issued.

IDIQ Period of Performance: The IDIQ period of performance begins on the effective date of the IDIQ, until the last TO expires. The IDIQ period of performance will be no more than seven (7) years, consisting of the five (5) year IDIQ ordering period, followed by up to two (2) years ending when the last TO expires. Clauses, terms, and conditions that are located in the IDIQ and govern task orders continue to be valid and in-force, and able to be modified if necessary, throughout the IDIQ period of performance.

Task Order Period of Performance: A specific TO period of…