72061122R00007 Zambia Integrated Health RFP Final 9.7.2022_Signed.pdf

Issuance Date: September 7, 2022 Questions Due Date and Time: September 13, 2022, at 1400 local Lusaka time Closing Date and Time for Proposals: October 26, 2022, at 1400 local Lusaka time

Subject: Request for Proposals (RFP) Number 72061122R00007

Dear Prospective Offerors, The United States Agency for International Development (USAID) in Zambia is seeking proposals from qualified entities to provide integrated health services and capacity building, as described in the attached Request for Proposals (RFP).

USAID anticipates the award of a Cost-Plus-Fixed-Fee Completion Type contract, for a maximum five (5) year period of performance as a result of this RFP. The North American Industry Classification System (NAICS) code for this solicitation is 621498. The authorized geographic code for the prime contractor of this procurement is 935.

The competition will utilize a Highest Technical Rated with Fair and Reasonable Price and Realistic Cost (HTR) process, not a tradeoff process. In this process, USAID is concerned with getting the best technical solution that has a fair and reasonable price and realistic cost. There will not be a tradeoff to justify paying a premium for a higher technical rated proposal. USAID is also utilizing a build-to-budget model for this acquisition and $120,000,000 is the amount of total funding reserved for this activity. Offerors are encouraged to maximize the use of the available funding and not consider it a cost/price floor. Offerors must carefully review Sections L and M of this RFP for details of the process. All types of organizations are eligible to compete, except for public international organizations and foreign government-controlled organizations.

This RFP in no way obligates USAID to award a Contract, nor does it commit USAID to pay any cost 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. USAID bears no responsibility for data errors resulting from transmission or conversion processes. This RFP and any future amendments can be viewed and downloaded from www.sam.gov. USAID bears no responsibility for data errors resulting from transmission or conversion processes.

Thank you for your interest and we look forward to your participation

Sincerely, Michael Capobianco Contracting Officer http://www.sam.gov/

72061122R00007

SOLICITATION, OFFER AND AWARD

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

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

ORDER UNDER DPAS (15 CFR 700)

6. REQUISITION/PURCHASE NUMBER

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

NEGOTIATED (RFP)

SEALED BID (IFB)

5. DATE ISSUED

1. THIS CONTRACT IS A RATED RATING PAGE OF PAGES

1 108

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.

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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

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15C. CHECK IF REMITTANCE ADDRESS

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15B. TELEPHONE NUMBER

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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

09/07/2022 X

720611

USAID/Zambia Subdivision 694/Stand 100 Ibex Hill Road P.O Box 320373 Lusaka

1400 B 10/26/2022

Shachibonde Kasanda skasanda@usaid.gov

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Michael Capobianco

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition is unusable

STANDARD FORM 33 (Rev. 9-97)

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

1-3 4-6

7-12 13-15 30-34

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12. In compliance with the above, the undersigned agrees, if this offer is accepted within _____0_________ calendar days (60 calendar days unless a different period is inserted

Zambia Integrated Health Activity Solicitation No. 72061122R00007

SECTION B - SUPPLIES OR SERVICES AND PRICES/COSTS

B.1 PURPOSE

The purpose of the Zambia Integrated HIV And Health (Zambia Integrated Health) Activity is to implement the requirements as stated in Section C of this document.

B.2 CONTRACT TYPE

This is a Cost-Plus-Fixed-Fee (CPFF) completion-type contract.

B.3 ESTIMATED COST, FIXED FEE AND OBLIGATED AMOUNT

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

(b) Budget

Item No

Supplies/Services (Description) Qty

Period of Performance (5 Years)

1 Direct Costs Lot 2 Construction Lot $2,000,000 3 Indirect Costs Lot

Total Estimated Cost 4 Fixed Fee Lot

Total Estimated Cost-Plus Fixed Fee

(c) Within the estimated cost plus fixed fee (if any) specified in paragraph (a) above, the amount currently obligated and available for reimbursement of allowable costs incurred by the Contractor (and payment of fee, if any) for performance hereunder is $TBD.

The Contractor will not exceed the aforesaid obligated amount.

(d) In accordance with FAR 52.232-19, Availability of Funds, funds obligated hereunder are anticipated to be sufficient through o/a TBD. Funding for this contract will be on an incremental basis, subject to the availability of funds.

B.4 FAR 52.216-8 FIXED FEE (JUN 2011)

The Government will pay the Contractor for performing this contract the fixed fee specified in Section B.3. The payment of fee will be in accordance with the fee schedule in Section F and

FAR 52.216-8.

B.5 INDIRECT COSTS

Pending establishment of revised provisional or final indirect cost rates, allowable indirect costs must be reimbursed on the basis of the following negotiated provisional or predetermined rates and the appropriate bases:

Description Rate Base Type Period

TBD % 1/ 1/ 1/

1/ Base of Application:

Type of Rate:

Period:

B.6 ADVANCE UNDERSTANDING ON CEILING INDIRECT COST RATES

AND FINAL REIMBURSEMENT FOR INDIRECT COSTS

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

b) Reimbursement for indirect costs must be at the lower of the negotiated final (or predetermined) rates or the following ceiling rates:

Description 2020 2021 2022 2023 2024

TBD __% __% _% _% _%

c) The Government will not be obligated to pay any additional amount should the final indirect cost rates exceed the negotiated ceiling rates. If the final indirect cost rates are less than the negotiated ceiling rates, the negotiated rates will be reduced to conform to the lower rates.

d) This advance understanding must not change any monetary ceiling, obligation, or specific cost allowance or disallowance. Any changes in classifying or allocating indirect costs require the prior written approval of the Contracting Officer.

B.7 KEY CONSIDERATIONS FOR DEVELOPMENT IN A DYNAMIC

ENVIRONMENT

Due to the somewhat fluid nature of the Zambian development context, USAID/Zambia must be able to adapt to changing circumstances on the ground. Adaptive management will be required from the implementer to maintain, sustain, or expand development gains achieved through activity implementation.

The Contractor must anticipate the need to adapt to changing conditions on the ground either of a positive or negative nature to achieve the contract's objectives. These objectives are defined in Section C.

Implementation of these changes will be governed by FAR 52.243-2 (Alternate I) Changes Cost Reimbursement. The changes must be within the general scope of this contract. These changes will be made to address changing circumstances in Zambia. Examples of the circumstances include but are not limited to:

Data indicates and the Mission Director determines in writing that there is a high probability of a crisis developing in the operating environment that affects the contract’s objectives and any of the expected results, requiring adjustments to ongoing programming.

The purpose of this section is to inform the Contractor of the somewhat fluid nature of development work in Zambia and the likely need to adapt to changing circumstances while still achieving the contract’s objectives. There may be other needs that require the use of the changes clause but the extreme fluidity of the operating environment in Zambia warrants this section in order to increase the probability of success in achieving the contract’s objectives.

[END OF SECTION B]

SECTION C – STATEMENT OF WORK

C.1 ACTIVITY TITLE

The title is USAID Zambia Integrated HIV and Health Activity (USAID Zambia Integrated Health).

C.2 INTRODUCTION AND ACRONYM LIST

While Zambia has made great strides in addressing the HIV epidemic, challenges still remain in reaching targets across the prevention, care and treatment continuum. Zambia has an estimated adult (15–49 years) HIV prevalence of 12.3% and 1.3% among children (0–14 years). HIV prevalence is higher in the urban areas at 18.2% compared with rural areas at 9.1%. HIV prevalence is lowest among those aged 15–19 and peaks among those aged 40–44 for both males and females. Adolescents comprise 23% of the total Zambian population, with 4.8% of females and 4.1% of males currently living with HIV. About 32% of adolescents aged 15–17 and 60% of those aged 18–19 are sexually active in Zambia, increasing risk of transmission and acquisition for these age groups. Pediatric HIV outcomes lag behind those of adults, with only 58% of children living with HIV (CLHIV) less than age 15 receiving antiretroviral therapy (ART) compared to 82% of adults living with HIV. While coverage of pregnant women on ART is 80%, early infant diagnosis (EID) remains too low at just 65%. Ongoing barriers to gender equality continue to play a strong role in the disparities between men and women. For those aged 20- 24, the HIV prevalence is reported to be nearly four times higher among females (8.9%) than among males (2.5%) higher risk of acquiring HIV and other sextually transmitted infections (STIs). Additionally, prevalence of recent intimate partner violence (IPV) among women aged 15-49 is about 25%. This contract will ensure improvements are made, innovation implemented, and progress made to address these gaps for Zambia to reach and sustain HIV epidemic control, reduce new infections, and improve health outcomes across the prevention, care and treatment continuum.

AIDS Acquired Immunodeficiency Syndrome ANC Antenatal clinic APR Annual Performance Report ART Anti-retroviral therapy CDCS Country Development Cooperation Strategy COP Country Operational Plan Project DMO District Medical Office DHS Demographic and Health Survey EID Early infant diagnosis FP/RH Family planning/Reproductive health GRZ Government of the Republic of Zambia HCT HIV care and treatment HIV Human Immunodeficiency Virus HIV+ HIV positive HMIS Health Management Information System IR Intermediate Result

IPTp Intermittent preventive therapy in pregnancy ITN Insecticide-treated net IUCD Intrauterine contraceptive device LLINs Long-lasting insecticide-treated nets M&E Monitoring and evaluation Health MCH Maternal and child health MER Monitoring, evaluation and research MNCH Maternal, newborn and child health MOH Ministry of Health NHSP National Health Strategic Plan PRISM Partnership for Integrated Social Marketing PSI/SFH Population Services International/Society for Family Health VMMC Voluntary medical male circumcision

C.3 PURPOSE

The purpose of USAID Zambia Integrated Health is to improve health outcomes of Zambians through equitable access to high-quality, client-centered HIV, TB/HIV, MNCH, and FP/RH services, products, and information, and to strengthen the integration of services when applicable. These services will reduce mortality, morbidity, and HIV transmission for focus subpopulations in Northwestern, Copperbelt, and Central provinces, contributing to long, healthy, and productive lives.

Integration is defined as streamlining services and increasing the opportunities or entry points within a health facility to deliver more than one health service, in order to meet clients' needs and provide holistic, comprehensive care. In addition to integrating health services at the facility level, this contract requires supporting integration at the community, policy, and systems levels.

C.4 OBJECTIVE

The Contractor must build upon the achievements and milestones Zambia has achieved to date to control the HIV epidemic. The Contractor, in agreement and partnership with the Government of the Republic of Zambia (GRZ), must increase access to and utilization of quality, integrated health services for clients as well as increase capacities of the Provincial and District Health Offices to provide integrated health services. The Contractor must initially operate in Northwest, Copperbelt, and Central Provinces, but specific locations will change and could be anywhere in Zambia. The Contractor must concentrate resources on focus districts, target diseases-specific burdens, and provide significant, measurable, and lasting impact on health outcomes and key indicators across HIV, TB/HIV, FP/RH and MNCH while meeting the psychosocial needs of PLHIV especially women, AGYW and children and adolescents. Women need to be seen as agents of change and not only as beneficiaries of assistance. As such, they must be involved in planning and designing health care services in the same manner as men do in addressing their issues

To this end, the Contractor must provide both direct service delivery (DSD) as well as technical assistance (TA), to increase capacities at the Provincial, District, and Local Authority levels through targeted interventions. The Contractor must be responsive to these adaptations including but not limited to all changes in the HIV epidemic or needs in the MNCH sector, priority districts for implementation, and the transition from DSD to TA plan. Linking shifting policies, service delivery programs, effective capacity building and strengthening local networks to improve health requires a problem-solving mentality and a holistic understanding of the health organizational dynamics nationally in Zambia and at the provincial level.

C.5 EXPECTED RESULTS AND MINIMUM ACTIVITIES

The Contractor must perform work under three components. All the Contractor’s interventions must be approved by the Contracting Officer’s Representative (COR) via the annual workplan (AWP). The AWP is a living document and can be amended as needed with the approval of the COR. The AWP must outline the implementation process and detail activity schedules, resource requirements, roles and responsibilities, monitoring, reporting and review procedures. Quarterly monitoring of milestones which are identified in the AWP must be conducted by the contractor with progress being reviewed monthly and reported quarterly to the COR.

The three main components, and the required results at the end of the contract, are:

1. Increased coverage of comprehensive and client-centered HIV, TB/HIV, FP/RH, and MNCH prevention, diagnosis, care, and treatment services in communities and health facilities to reach and maintain 95-95-95 in focus districts

2. Increased utilization of community and facility-based quality, person-centered, integrated HIV, TB/HIV, FP and MNCH services by at least 25%.

3. Increased capacities of the Provincial and District Health Offices (P/DHOs) to gradually transition direct service delivery of quality integrated health services from the Contractor in 20% of health facilities over the course of the activity and sustain HIV/FP/MNCH comprehensive and client-centered services beyond activity implementation.

Component 1: Increase coverage of comprehensive and client-centered HIV, TB/HIV, FP/RH, and MNCH prevention, diagnosis, care, and treatment services in communities and health facilities

The Zambian health system needs strengthening in order to attain and sustain HIV epidemic control, and improve TB/HIV, FP/RH and MNCH outcomes. This will require that service access be simplified, and the services be streamlined and innovative to become more convenient and adaptive to client differentiated needs including for women, men and adolescents. This level of client centered service requires strengthened public, private, non-public health institutions as well as community level systems that meet the needs of clients, reduces barriers to accessing care, and therefore increases coverage of care. The Contractor’s work under this component must, at a minimum, include interventions that:

● Increase access to quality, high-impact prevention services at HIV, TB/HIV, FP/RH, and MNCH service delivery points

● Provide equitable, high-impact, high-quality, person-centered HIV, TB/HIV, FP/RH, and

MNCH diagnosis, care, and treatment services in communities and health facilities to ensure continuity of treatment and sustained viral load suppression.

● Strengthen referral networks and linkages to improve integration of HIV, TB/HIV, FP/RH, and MNCH service across all service delivery points

● Close the last-mile HIV treatment gaps across all ages and genders to ensure sustained epidemic control through community viral suppression

Component 2: Increase utilization of community and facility-based quality, person-centered, integrated HIV, TB/HIV, FP and MNCH services

Delivery of comprehensive, quality, integrated services require client and community-led engagement and demand to inform and guide implementation for highest effectiveness. To achieve this, priority must be given to improving the adoption of health-seeking behaviors, including access to and utilization of available health services and uptake of key healthy behaviors at the individual and household level. Personal agency, meaning individuals recognizing their health needs and being empowered to seek and demand high-quality services, is an important aspect of this activity. This can be hindered by social and cultural barriers such as apathy, stigma, and discrimination related to disease or client identity (e.g. TB patients, adolescents, gender-based violence (GBV) survivors).

To achieve this result, the contractor must systematically approach and target the priority subpopulations populations (e.g. women, especially women living with HIV, children living with HIV (CLHIV), AGYW, survivors of GBV, PLHIV with TB), taking advantage of drivers in adoption of healthy behaviors as related to the specific health areas mentioned above, while addressing barriers to uptake. The Contractor’s work under this component must, at a minimum, include interventions that:

● Routinely collaborate with communities to increase adoption of health behaviors and improve demand for high-quality integrated health services.

● Implement low-cost solutions and innovative models that aim to increase personal agency and improve care-seeking behavior

● Improve provider and staff behavior change through training, mentoring, and TA, to ensure positive client-provider interactions and an enabling environment

● Implement mental health support services that restore positive self-image and promote ownership of the health situation

Component 3: Increased capacities of the Provincial and District Health Offices to gradually provide more direct service delivery of quality integrated health services over the course of the activity and sustain HIV/FP/MNCH comprehensive and client-centered services beyond activity implementation.

Sustainable epidemic control requires strong national health systems with locally-led capacitated ownership. This activity emphasizes capacity building of the GRZ and community-based structures and institutions via learning by doing. The Contractor must play a facilitative, rather than directive role, reinforcing the necessary technical and managerial capacities of provincial and health zone workers and institutions to better manage systems so that sustainable systems and activities can and will continue beyond the life of this activity.

To achieve this result, the Contractor must develop a reasonable site-by-site transition plan that will map out the intentional shift from DSD to a TA model, allowing the GRZ to lead in the provision of quality integrated services. The Contractor must be adaptable in this plan as the changing environment and context dictate. The Contractor must also work with the GRZ and USAID Zambia to develop the milestones for capacity building so that a responsible and successful transition is guaranteed. The Contractor’s work under this component must, at a minimum, include interventions that:

● Provide technical support for policy formulation, monitoring and evaluation, and coordination with PHOs and DHOs on the dissemination of health policies, guidelines, data collection/reporting tools, communication materials, and job aides.

● Build capacity across all levels of government, including gradual HRH transition to local entities Deliver TA and capacity building to strengthen the health system to foster resilience during the current and emerging public health threats demonstrating responsiveness to program beneficiary needs, socio-cultural norms and service adaptability to maintain quality, performance, and efficiencies.

● Align and strengthen existing sub-national monitoring and evaluation (M&E) systems with national HMIS to ensure accurate reporting and data utilization for decision making.

● Create and strengthen collaborative partnerships across national and district level supply chain management teams to ensure optimal site level stocks of diagnostics, medicines, commodities, and supplies that meet the demand for services.

C.6 WORKING WITH GRZ

To successfully work within the public health system, the Contractor must adapt its programs to respond to unexpected challenges. As the Zambian public health system is not accustomed to working with the private sector, making the relationship work will take some effort and time. This must be taken into consideration in the Contractor’s approach, recognizing that there may be a need for additional communication and intervention to ensure that health services are successfully delivered.

C.7 GENDER

The contractor must implement interventions in accordance with the gender analysis and implementation plan required in Section F.

C.8 COORDINATION WITH THIRD PARTY M&E

USAID/Zambia contracts with a separate contractor to provide M&E services. The Contractor must coordinate with the M&E contractor and provide access and data as needed.

C.9 WORKING WITH LOCAL AND INDIGENOUS ORGANIZATIONS

At least 15% of the contract (by dollar value) must be subcontracted through local organizations. The definition of local organization is found in ADS 303.

At least 10% of the contract (by dollar value) must be subcontracted through indigenous organizations. An indigenous organization is defined as an entity or organization that was originally founded in Zambia, by Zambian citizens or permanent residents. The organization must (1) be incorporated or legally organized under the laws of, and have its principal place of business in Zambia; (2) must be at 100% beneficially owned at the time of application by individuals who are citizens or lawfully admitted permanent residents of Zambia; (3) 100% of the entity’s staff (senior, mid-level, support) at the time of application must be citizens or lawfully admitted permanent residents of Zambia; and (3) where an entity has a Board of Directors, 100% of the members of the Board must also be citizens or lawfully admitted permanent residents of Zambia. This is distinct and separate from the 15% requirement above.

C.10 CONSTRUCTION

The contractor must perform construction services at USAID’s direction. These services, and types of construction, include, but are not limited to:

● Refurbishment of health facilities, including laboratories, offices, and public spaces

● Improving existing spaces to make them more functional for staff, safer, and more appropriate for clients (e.g. painting an adolescent-friendly corner)

All construction work must be approved by the Contracting Officer (CO). All construction work must be done to the agreed technical specifications and be in accordance with the approved construction implementation plan. All construction work must be done via firm-fixed price subcontracts. The Contractor must perform construction activities and their monitoring in accordance with the approved Initial Environmental Examination (IEE). The Contractor is responsible for implementing all IEE conditions pertaining to activities to be funded under this contract. Prior to any construction activity, the Contractor must receive written agreement from the recipient community or entity that they will operate and maintain the finished work, and the Contractor must certify that the recipient community or entity has the current capacity to do so. If there is no community or entity-based management structure, the Contractor must establish one and build its capacity to an appropriate level before considering any construction activity, or not do any construction in that area. All construction subcontracts must be fully funded.

The Contractor must undertake engineering and construction components through sub-contracts using a design-bid-build delivery method where architect and engineering (A&E) services and construction works are performed under two separate but complementary subcontracts. The subcontractor that undertakes the A&E services (design and construction bidding support) must provide quality assurance and construction oversight services in the construction phase. A&E subcontractors must be selected based on demonstrated competence and qualifications. In order to ensure construction activities are performed appropriately under this contract, the Contractor must utilize an A&E firm bonded and licensed to operate in Zambia. The cost of any design must not exceed 6% of the cost of the associated construction.

The contractor must propose and justify the appropriate contract type for the A&E services when submitting the subcontract consent request.

Monitoring visits during construction activity is critical for overseeing work and progress on construction projects. The Contractor must maintain a schedule of announced and unannounced visits to verify that construction work is carried out at an appropriate level of quality that is stipulated for the activity. The Contractor must visit the construction site at various critical steps in the construction process, such as borehole drilling, equipping, civil works or tank stand and water network construction to certify the quality of the work and that specific benchmarks have been attained.

The Contractor must develop a construction implementation plan at the outset of this contract per Section F to ensure that all construction activities are conducted in an organized and appropriate way in accordance with the plan. The contractor must submit all construction and A&E subcontracts to the CO for consent prior to their award. The Contractor must follow USAID’s preferred approach to construction (see ADS 201maw) and follow all required analyses and steps unless granted an exception in writing in advance by the CO. When submitting construction or A&E subcontracts for consent, the Contractor must identify how the Contractor has addressed the principal elements in Section V of the ADS reference. All deliverables from these subcontracts must be provided to the COR and the CO.

[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 program construction sites and other program 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 program construction sites and other program 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 program 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 IMPLEMENTATION PLAN AND MARKING PLAN

a) The Contractor must develop a Branding Implementation Plan (BIP) and Marking Plan (MP) for the contract to describe how program deliverables shall be branded.

Activity Name: “USAID Zambia Integrated HIV And Health (USAID Zambia Integrated Health) Activity” Branding: The branding will incorporate the message that the assistance is “From the American People through USAID.”

Desired Level of Visibility: High. USAID identity must be prominently displayed in the following: commodities or equipment, printed, audio, or electronic public communications; studies, reports, publications, web sites, and all promotional and informational products; and at all events.

Organizations to be acknowledged: With concurrence from the USAID/Zambia’s Development Outreach and Communications (DOC) team, COR, and Contracting Officer, equipment, publications, and materials developed and produced under this activity may be co-branded with the Zambian Government’s official seal, and where applicable, other U.S. Government agencies and initiatives. The Marking Plan must enumerate all of public communications, commodities, infrastructure projects, program materials, events, deliverables, and other items that will be marked with the USAID identity or brand.

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).

The draft BIP and MP must be submitted by the Contractor no later than 10 days after contract award in accordance with Section F.

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 emails sent to group lists, such as

● Participants for a training session, blast emails, 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

● Facilitating deals or transactions between beneficiaries and the private sector

● Promoting final or interim reports http://www.usaid.gov/branding

● 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: 01/08/2007) at 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.3 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 must 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 must 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 https://www.usaid.gov/sites/default/files/documents/1869/USAID%20Graphics%20Standards%20Manual%20and%20Partner%20Co%20Branding%20Guide%20February%202016.pdf https://www.usaid.gov/sites/default/files/documents/1869/USAID%20Graphics%20Standards%20Manual%20and%20Partner%20Co%20Branding%20Guide%20February%202016.pdf https://www.usaid.gov/sites/default/files/documents/1869/USAID%20Graphics%20Standards%20Manual%20and%20Partner%20Co%20Branding%20Guide%20February%202016.pdf

SECTION E – INSPECTION AND ACCEPTANCE

E.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY

REFERENCE

The following Contract clauses pertinent to this section are hereby incorporated by reference (by Citation Number, Title, and Date) in accordance with the clause at FAR 52.252-2 "CLAUSES INCORPORATED BY REFERENCE" in Section I of this Contract. Full text of the FAR clauses is available at https://www.acquisition.gov/far/ and full text of the AIDAR clauses is available at http://www.usaid.gov/ads/policy/300/aidar-http://www.usaid.gov/ads/policy/300/300.

FEDERAL ACQUISITION REGULATION (48 CFR Chapter 1)

NUMBER TITLE DATE

52.246-5 Inspection of Services—Cost Reimbursement APR-1984 52.246-12 Inspection of Construction AUG-1996

E.2 INSPECTION AND ACCEPTANCE

USAID inspection and acceptance of services, reports including Quality Assurance Surveillance Plan (QASP) and other required or outputs will be subject to the performance standards set forth in Sections C, H, and F. Inspection and acceptance will take place at:

U.S. AGENCY FOR INTERNATIONAL DEVELOPMENT

Subdivision 694/Stand 100 Ibex Hill Road PO Box 320373 Lusaka, Zambia – 10101 or at any other location where the services are performed and reports and deliverables or outputs are produced or submitted. The Contracting Officer, unless delegated to the Contracting Officer Representative (COR) has the authority to inspect and accept all services, reports and required deliverables or outputs.

E.3 RESPONSIBLE OFFICIAL

In accordance with the clauses of this contract entitled “Inspection of Services – Cost Reimbursement” (FAR 52.246-5), inspection of results or other deliverables required by the contract will be made by the cognizant COR. Acceptance of goods/services and reports or other deliverables by the cognizant COR 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.

[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. Full text of the FAR clauses is available at https://www.acquisition.gov/far/ and full text of the AIDAR clauses is available at http://www.usaid.gov/ads/policy/300/aidar-http://www.usaid.gov/ads/policy/300/300.

FEDERAL ACQUISITION REGULATION (48 CFR Chapter 1)

NUMBER TITLE DATE

52.242-15 Stop-Work Order AUG-1989

52.242-15 Stop-Work Order Alternate I APR-1984

F.2 PERIOD OF PERFORMANCE

The period of performance for this contract is five (5) years from the contract effective date.

F.3 PLACE OF PERFORMANCE

The place of performance is Zambia.

F.4 PERFORMANCE STANDARDS

Evaluation of the Contractor’s performance must be conducted in accordance with the performance standards set forth in Section E, the Contractor’s overall performance toward achievement of objectives in Section C, and provision of deliverables in Section F and the Contractor’s compliance with all other terms and conditions of the contract. Each evaluation will be conducted jointly by the COR and CO and must form the basis of the Contractor’s performance record with regard to this Contract and as required in FAR part 42.15 and AIDAR 742.15.

The Contractor’s performance will be evaluated annually and at contract completion, utilizing at a minimum, the following factors:

1) Technical (Quality of products and services)

2) Cost Control

3) Schedule/Timeliness

4) Management or business relations

5) Small business contracting (as applicable).

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6) Others (as applicable) (e.g., late payments to subcontractors, trafficking violations, tax delinquency, failure to report in accordance with contract terms and conditions, defective cost or pricing data, terminations, suspension and debarments).

F.5 REPORTS AND DELIVERABLES

Reports must be submitted electronically using the Microsoft Word, Excel, or PowerPoint applications. All deliverables must be written in plain, grammatically correct English. All deliverables are subject to approval by the USAID/Zambia COR.

USAID will provide timely responses to below deliverables and other project submissions, responding no later than 21 days after submission by the Contractor.

No Deliverable Delivery Date Deliver To

F.5.1 Mobilization Plan Draft within 15 days of the effective date and final within 45 days of effective date

COR

F.5.2 AWP: Year 1 Draft within 30 days of effective date and final within 75 days of effective date

COR

F.5.3 AWP: Years 2-5 Draft by May 1 for years 2-5 and final by July 31 each year, or per S/GAC guidance, for years 2-5

COR

F.5.4 Construction Implementation Plan

Draft within 30 days of effective date CO

F.5.5 Gender Assessment and Implementation Plan

Draft within 90 days of effective date COR

F.5.6 Activity Monitoring, Evaluation, and Learning (AMELP Plan

Draft within 30 days of effective date and final within 75 days of effective date

COR

F.5.7 Environmental Management and Mitigation Plan

Due within 90 days of effective date COR

F.5.8 Demobilization Plan Due 180 days prior to award completion date

CO

F.5.9 PEPFAR Monthly Reporting Due every 30 days COR F.5.10 High Frequency Reporting

(HFR)

Due every Wednesday of the week COR

F.5.11 Quarterly Progress and Financial Reports

Due 15 days after end of quarter COR (CO for Q4)

F.5.12 Quarterly Notification of Changes Certification

Due 15 days after end of quarter CO

F.5.13 Final Contract Progress/Completion Report

Due 45 days prior to award completion date

COR and CO

F.5.14 PEPFAR Expenditure Analysis

Submitted according to established deadline during a given project year

COR

F.5.15 Branding and Marketing Plan Draft within 10 days of effective date and final within 45 days of effective date

CO

USAID/Zambia requires all activities to align their workplan process with that of the Government of Zambia, unless directed otherwise by the COR. For awards beginning off-cycle, the first workplan will be truncated or lengthened to bring the activity in line with this requirement. Reporting on results will still be required according to the United States Government fiscal year. U.S. Government’s quarterly periods are from:

October 1–December 31;

January 1- March 31;

April 1 – June 30; and, July 1 – September 30.

F.5.1 Mobilization Plan

The Mobilization Plan must demonstrate how the Contractor will become fully mobilized and operational with both essential personnel and offices within 60 days after contract award. The plan must also identify quick start activities that are the highest priority and can begin while the workplan is being developed. Quick start activities may commence prior to workplan approval subject to prior COR approval. The Mobilization Plan must include a detailed budget and staffing plan.

F.5.2 AWP Year 1

All the Contractor’s interventions to implement Section C must be approved by the Contracting Officer’s Representative (COR) via the annual workplan (AWP). The AWP is a living document and can be amended as needed with the approval of the COR. The AWP will form the basis for activities to be implemented in each year of the contract. For the AWP, “Annual” is defined according to the U.S. Government fiscal year.

The workplan serves as a guide for program implementation, a demonstration of links between activities and objectives, a basis for budget estimates, and the foundation for the Monitoring and Evaluation Plan. The AWP must include major activities that will be undertaken, rationale behind these activities, anticipated results of these efforts and how they will be measured, projected budget per objective, costs of short-term assistance and training to be delivered during the year; the kind and cost of commodities to be provided, and a timeframe for when activities will commence and end. Details of collaboration with other USAID or other relevant donor-funded implementing partners must also be included.

A budget with sufficient detail to allow the COR to judge the efficiency of the annual implementation plan must be included. The workplan budget must delineate an overall budget by line item, and a budget per objective and activity. The Contractor must submit significant changes/revisions to the workplan to the designated Contract Officer’s Representative as necessary and required. The Contractor must incorporate comments and feedback provided by USAID in a revised version within one week of receiving USAID’s comments.

The Year 1 Workplan covers the period from the effective date of the award until September 30th.

F.5.3 AWP Years 2-5

Guidance on AWPs for Years 2-5 are the same as per above (Annual Workplan: Year 1). This is subject to change depending on guidance from USAID Washington and/or SGAC.

F.5.4 Construction Implementation Plan

The Contractor must submit a CIP for CO approval. Once approved, the Contractor must follow all requirements in the CIP and may only deviate upon receiving advanced written approval from the CO. The CIP must include the standard operating procedures and risk mitigation measures employed by the Contractor for construction related activities throughout the life of the project. The CIP should describe the Contractor’s approach to construction activities and be all encompassing to apply to any construction activities throughout the contract. The CIP must be organized by the different phases of a project (i.e. pre-design, design, procurement, execution, and handover), and must describe the requirements at each of those phases. At a minimum the CIP must include how the Contractor will address/manage the following issues and any associated requirements:

● The process for developing designs, receiving A&E review and approval of designs, and building to designs, including the process for development, reviewing, and submitting "as-builts".

● Process for developing independent estimates. The Contractor is required to develop an independent estimate and submit it to the COR for approval before moving forward on any phase of the project.

● Process for developing and managing schedules. Schedules must be done via the critical path method.

● Permits. The Contractor must receive all required permits before any construction begins.

● Site supervision.

● Quality assurance and quality control requirements. Please note these are not the same thing.

● Health and safety at site. All health and safety plans must require all workers to wear protective footwear, safety vests, head and face protection, and appropriate clothing, and must have a reporting and tracking system of accidents that are reported to the COR and

CO.

● Suspension of work processes.

● Differing sites and how these conditions will be managed.

● Construction changes and claims. The Contractor must engage the CO and receive their approval prior to negotiating and settling any claim.

● Custody of materials

● Building standards/codes. All A&E and construction work must meet or exceed the minimum standards being required or will be deemed an unallowable cost.

● Bonding and licensing of A&E and construction firms. All A&E firms must be licensed and bonded to work in Zambia. All construction work must include a minimum performance bond or guarantee of 10% of the construction subcontract price.

● Design defects and corrective measures. Any design defects must be the responsibility of the A/E firm at no additional cost to the Contractor and are not an allowable cost under the contract.

● Construction management training for site supervisors.

● Inspection and acceptance of key construction phases, including final walk through, punch lists and final acceptance.

● Warranties of work, poor workmanship and retentions. All work must be warranted for one year after acceptance.

● Handover to beneficiaries, including operations and maintenance manuals and training.

Prior to any project, the Contractor must obtain written agreement for operation and maintenance of construction by the official recipient community/entity representatives.

F.5.5 Gender Assessment and Implementation Plan

The Contractor must submit a Gender Assessment and Implementation Plan. The plan must clearly identify what actions the Contractor will take to address issues related to gender inequities, especially preventing and mitigating gender-based violence (GBV) and violence against children (VAC). The plan must include an actionable, evidence-based gender implementation plan with a monitoring and evaluation plan to support appropriate methodology for data collection, analysis and reporting.

F.5.6 Activity Monitoring, Evaluation, and Learning (AMEL) Plan

The Contractor must submit an MEL Plan. The MEL Plan must include indicators, baselines and targets pertinent to activity-level management and monitoring that clearly support achievement of USAID/Zambia’s goals and targets. The Contractor must develop a robust data collection system, which includes adequate data quality controls and complies with all USAID data quality requirements, as set forth in ADS 203.3.11. Each indicator in the final monitoring plan must have a performance indicator reference sheet that provides detailed descriptions of the indicator, numerator and denominator where percent measures are used, and a data collection plan.