Amendment No 3 Revised RFP 72067419R00015.docx

(Amendment 3 Revised RFP)

RFP Issuance Date: August 1, 2019 Amendment 3 Issuance Date: May 28, 2020 Closing Date and Time for Submission of Questions: 8:00 AM Pretoria Time, June 10, 2020 Closing Date and Time for Submission of Proposals: 8:00 AM Pretoria Time, June 28, 2020

Subject: Request for Proposal (RFP) Number: 72067419R00015 USAID/Southern Africa’s Attain & Sustain 95-95-95, Prevent New Infections and Reach All Populations for Epidemic Control (ASPIRE) Activity

Dear Potential Offerors:

The United States Agency for International Development (USAID) is seeking proposals to provide technical assistance and support to USAID/Southern Africa’s Attain & Sustain 95-95-95, Prevent New Infections and Reach All Populations for Epidemic Control (ASPIRE) Activity as described in the attached Request for Proposals (RFP).

Subject to availability of funds, USAID plans to award a Performance-Based Cost-Plus-Fixed Fee (CPFF) Completion type contract for an anticipated five-year period. The procurement will be conducted through full and open competition, under which any type of organization (large or small commercial [for profit] firms, educational institutions, and nonprofit organizations) is eligible to compete. The procedures set forth in Federal Acquisition Regulation (FAR) Part 15 apply.

The overall estimated cost of this procurement is $25-$30 million. The Government is in no way obligated to make any award within the maximum estimated cost identified. Offerors should not strive to meet the maximum amount; rather, Offerors should propose costs that are appropriate, realistic and reasonable, and in accordance with the proposed approach for achieving results. Cost proposals will be evaluated as part of a best value determination.

All Offerors are required to submit Past Performance Information Sheets (reference J.7) by the Closing Date and Time for Submission of Questions. Offerors that have not previously submitted this information by the required date may be rejected.

Offerors are responsible for ensuring proposals are received at USAID by the due date and time as specified in Section L. Failure to comply with the submission date will deem any submission unacceptable and it will not be reviewed or evaluated. USAID requires that offers remain valid for 180 days.

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

The authorized geographic code for procurement of goods and services under this activity is 935. The North American Industry Classification System (NAICS) code for this activity is 541990.

Under 13 CFR 121.201, the U.S. Small Business size standard is $15M of annual receipts.

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.

This RFP can be viewed and downloaded from www.beta.SAM.gov (formerly FBO.gov) USAID bears no responsibility for data errors resulting from transmission or conversion processes. Further, be aware that amendments to solicitations are occasionally issued and will be posted on the same website from which you downloaded the solicitation. USAID advises to regularly check the above website for amendments.

Sincerely, /s/ Camille Garcia Regional Contracting Officer

SOLICITATION, OFFER AND AWARD

1. THIS CONTRACT IS A RATED ORDER UNDER DPAS (15 CFR 700)

RATING

PAGE OF PAGES

2. CONTRACT NUMBER

3. SOLICITATION NUMBER

4. TYPE OF SOLICITATION SEALED BID (IFB)

X NEGOTIATED (RFP)

5. DATE ISSUED

August 1, 2019

6. REQUISITION/PURCHASE NUMBER

8. ADDRESS OFFER TO (If other than item 7)

SOL No. 72067419R00015

7. ISSUED BY

Regional Office of Acquisition & Assistance USAID Southern Africa

CODE

NOTE: In sealed bid solicitations "offer" and "offeror" mean "bid" and "bidder". See Section L.7

SOLICITATION

9. Sealed offers in original and Electronic Copies copies for furnishings the supplies or services in the Schedule will be received at the place specified in item 8, or if hand carried, in the depository located in N/A (See Section L.6 for Submission Instructions)

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.10. FOR INFORMATION

CALL:

A. NAME

Camille Garcia, Regional Contracting Officer

B. TELEPHONE (NO COLLECT CALLS)

C. E-MAIL ADDRESS

cgarcia@usaid.gov

AREA CODE

NUMBER

EXTENSION

11. TABLE OF CONTENTS

K

OFFER (Must be fully completed by offeror) NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

12. In compliance with the above, the undersigned agrees, if this offer is accepted within 180 days calendar days (60 calendar days unless a different period is inserted 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 set opposite each item, delivered at the designated point(s), within the time specified in the schedule.

13. DISCOUNT FOR PROMPT PAYMENT

(See Section I, Clause No. 52.232-8)

14. ACKNOWLEDGMENT OF AMENDMENTS

(The offeror acknowledges receipt of amendments to the SOLICITATION for offerors and related documents numbered and dated):

15A. NAME AND ADDRESS OF OFFER- OR

CODE

FACILITY

16. NAME AND THE TITLE OF PERSON AUTHORIZED TO SIGN OFFER

(Type or print)

AWARD (To be completed by Government)

(4 copies unless otherwise specified) See Section G.5

ITEM

See Section G.5

26. NAME OF CONTRACTING OFFICER (Type or print)

Camille Garcia

27. UNITED STATES OF AMERICA

(Signature of Contracting Officer)

28. AWARD DATE

IMPORTANT - Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice. STANDARD FORM 33 (REV. 6/2014) Prescribed by GSA - FAR (48 CFR) 53.214 (c)

Table of Contents

PART I - THE SCHEDULE

SECTION B - SUPPLIES OR SERVICES AND PRICE/COSTS

B.1 PURPOSE

The purpose of this contract is to provide services that fall within the Section C for the USAID/Southern Africa’s Attain & Sustain 95-95-95, Prevent New Infections and Reach All Populations for Epidemic Control (ASPIRE) Activity.

B.2 CONTRACT TYPE

This is a performance-based completion-type Cost-Plus-Fixed-Fee (CPFF) contract. For the consideration set forth below, the Contractor will achieve the performance objectives or outputs described in Section C and F, in accordance with performance standards specified in Section E.

B.3 ESTIMATED COST, FIXED FEE AND OBLIGATED AMOUNT

(a) The total 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) Within the total 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 must not exceed the aforesaid obligated amount in accordance with FAR 52.232-22, Limitation of Funds Clause.

(c) Funds obligated hereunder are anticipated to be sufficient through TBD.

B.4 BUDGET

The budget for this contract is as follows:

Labor

Fringe Benefits

Allowances

Travel and Transportation

Equipment and Supplies

Other Direct Costs

Construction

Subcontracts

TOTAL DIRECT COSTS:

Indirect Costs

Fixed Fee (if any)

TOTAL ESTIMATED COST

* Amounts detailed in Section L.9 are lump sums exclusively reserved for GUCs. This amount does not include any relevant management or administrative expenses incurred by the Contractor.

B.5 INDIRECT COSTS

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

Base of Application: TBD

[To be determined]

Note: The Contractor is allowed to recover allowable and applicable indirect costs (i.e., overhead, G&A, etc.) consistent with FAR Part 31 and its approved Negotiated Indirect Cost Rate Agreement (NICRA).

B.6. CEILING ON INDIRECT COST RATES

(a) Reimbursement for allowable indirect costs will be at the lower of the negotiated final predetermined rates or the following ceiling rates:

Base of Application: TBD Type of Rate: TBD Period: TBD Source: TBD

[To be determined]

(b) 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.

(c) This understanding will 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.

(d) Ceilings on indirect cost rates are not applicable to Small Business Contractors or local organizations.

B.7 COST REIMBURSABLE

The U.S. dollar costs allowable will be limited to reasonable, allocable and necessary costs determined in accordance with FAR 52.216-7, Allowable Cost and Payment (August 2018), FAR 52.216-8, Fixed Fee (June 2011), and AIDAR 752.7003, Documentation for Payment (NOV 1998).

B.8 PAYMENT OF FIXED FEE

Payment of fixed fee will be in accordance with FAR 52.216-8. Pursuant to FAR 16.306(d), the fixed fee payable under this contract will be tied to the execution of tasks and achievement of results per objective outlined in Section C, subject to inspection and acceptance by USAID and in compliance with the terms of the contract. Upon acceptance by USAID and receipt of approval from the Contracting Officer, the Contractor must submit an invoice for the amount of the fee associated with the deliverable and approved fee schedule detailed below:

(To be inserted at the time of award. A fee schedule will be negotiated with the Offeror as described in Section L.9)

The Fixed Fee Schedule may be modified based on the Annual Workplan and changes in underlying assumptions.

B.9 MULTI-YEAR CONTRACT

This is a CPFF completion-type contract under which the Contractor is authorized to be reimbursed for all costs which are allowable in accordance with FAR 52.216-7, “Allowable Costs and Payment.” Furthermore, this is a multi-year contract as defined in FAR 17.103, and therefore subject to the requirements of FAR 17.106. The Contractor must not incur any costs which would have been amortized over the life of the contract should the contract be cancelled in accordance with FAR 52.217-2 “Cancellation under Multiyear Contracts (October 1997).” In the event that the Government cancels requirements for services in subsequent program years under this contract, the following cancellation ceiling for each cancellation date is provided below:

[Amount and dates to be filled in at time of award]

[END OF SECTION B]

SECTION C - DESCRIPTION/SPECIFICATIONS/PERFORMANCE WORK STATEMENT

[USAID will insert the contractor’s Performance Work Statement (PWS) at award; see Section J.1 for the Statement of Objectives that informs the development of Section C.]

Guiding Principles

· Alignment with GKoE Priorities: The GKoE leads the HIV and TB multi-sectoral response and has a National Strategic HIV Framework 2018-2022, clearly articulated policies, guidelines and operational plans for the different HIV program areas.

· Evidence-Based Technical Assistance Approach and Interventions: The activity recognizes that a comprehensive package of clinical and prevention services and support teams are needed to reach and sustain epidemic control and improve HIV-related patient outcomes. This new activity will identify, adjust, intensify, take to scale, and quickly adopt new proven interventions known to contribute to epidemic control.

· Coordination and Complementarity with other PEPFAR Programs and Partners: The Activity will identify synergies, and will closely coordinate and implement programs and technical assistance with other new and ongoing PEPFAR-funded programs, the Global Fund, and other bilateral and multilateral programs.

· PEPFAR Budget and Planning The President’s Emergency Plan for AIDS Relief (PEPFAR) is managed by the State Department’s Office of the Global AIDS Coordinator. Each year OGAC engages in a planning exercise to apportion budgets, define targets, and define policy on specific approaches. This top-down planning reaches down to the mechanism (grant/contract) level. Each year budget levels, targets, and sometimes approaches, must change to accommodate PEPFAR directives. Flexibility and adaptability are critical to the success of ASPIRE. Changes may take the form of regular technical direction, amendments to work plans, Change Orders, or bilateral modifications.

[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 must 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 will be retained by the Contractor.

D.2 BRANDING POLICY

The Contractor will 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 Contracting” (version from January 8, 2007) at http://www.usaid.gov/policy/ads/300/320.pdf; and USAID "Graphic Standards Manual" available at www.usaid.gov/branding, or any successor branding policy.

As per 320.3.2 Branding and Marking in USAID Direct Contracts, USAID policy is to require exclusive branding and marking in USAID direct acquisitions. “Exclusive Branding” means that the program is positioned as USAID’s, as showcased by the program name (e.g., “The USAID/ASPIRE Program”). “Exclusive Marking” means Contractors may only mark USAID-funded programs, projects, activities, public communications, and commodities with the USAID Standard Graphic Identity and, where applicable, the host-country government or ministry symbol or another U.S. Government logo.

It is USAID’s policy that Contractors’ and Subcontractors’ corporate identities or logos must not be used on USAID-funded program materials. The Contractor will also adhere to branding and marking guidelines outlined in the PEPFAR branding guidance found at http://www.pepfar.gov/reports/guidance/index.htm .

D.3 BRANDING STRATEGY AND MARKING PLAN

Branding strategy implementation and marking under this contract will comply with the “USAID Graphics Standards Manual” available at http://www.usaid.gov/branding and any successor branding policy as detailed in the Automated Directive System (ADS) Chapter 320.3.2 “Branding and Marking in USAID Direct Contracting” (version from January 8, 2007) at http://www.usaid.gov/policy/ads/300/320.pdf. Branding will also comply with the requirements under President’s Emergency Plan for AIDS Relief (PEPFAR) funded programs available at http://www.pepfar.gov/documents/organization/198963.pdf.

Activity Name: ASPIRE- Attain & Sustain 95-95-95, Prevent New Infections and Reach All Populations for Epidemic Control Activity Branding: Branding will incorporate the message that the assistance is “From the American People,” and is sponsored by USAID and PEPFAR. USAID policy is to require exclusive branding and marking in all its direct contracts.

Positioning of the USAID and PEPFAR names and logos on materials and communications: The USAID and PEPFAR names and graphic identities (logo) in all materials and communications will be positioned in accordance with the standardized USAID regulations on branding which can be found in the Branding and Marking in USAID Direct Contracts in the Automated Directives System, Chapter 320.

Desired level of visibility: ASPIRE should ensure a high level of USAID visibility in compliance with the standardized USAID regulations on branding. This includes all internal documentation, publications, advertising, presentations, brochures, branded public events, high‐level visits, community awareness and training activities, and media coverage. However, the Contractor may propose activities to be exempted from this requirement to the Contracting Officer’s Representative (COR) for concurrence and for Contracting Officer approval.

Anticipated Elements of Marking: When ASPIRE activities occur in coordination with other USG or non-USG partners, acknowledgement of the contribution and efforts of these organizations will be included in any relevant public or internal documentation, publications, advertising, presentations, and brochures. Inclusion of the following disclaimer statement can be used.

“This study/report/audio-visual/other information/media product (specify) is made possible by the generous support of the American people through the United States Agency for International Development (USAID) and The U.S. President’s Emergency Plan for AIDS Relief (PEPFAR). The contents are the responsibility of [insert recipient’s name] and do not necessarily reflect the views of USAID or the United States Government.”

[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 http://acquisition.gov/far/index.html for electronic access to the full text of a clause

NUMBER TITLE DATE

FEDERAL ACQUISITION REGULATION

(48 CFR Chapter 1)

E.2 INSPECTION AND ACCEPTANCE

USAID inspection and acceptance of services, reports and other required performance objectives or outputs will take place at:

USAID/Southern Africa 100 Totius Road P.O. Box 43 Pretoria Gauteng, South Africa

Or at any other location where the services are performed and reports and performance objectives or outputs are produced or submitted. The Contracting Officer’s Representative (COR) listed in Section G has been delegated authority to inspect and accept all services, reports and required performance objectives or outputs.

E.3 QUALITY ASSURANCE SURVEILLANCE PLAN (QASP)

The progress, success and impact of the contractor’s performance under this contract will be monitored and evaluated as a part of the overall activity results. The QASP is a management process with the intent of encouraging maximum performance, efficiencies, and cost effectiveness by the contractor and can be modified at any time by the Government.

The QASP will be used as a Government monitoring process to enforce the inspection and acceptance clauses of the contract. The QASP may require modification and/or updates after selection for award to reflect the contractor’s known strengths and weaknesses. The QASP is a “living” monitoring process that should be discussed, reviewed and updated regularly but no less than on an annual basis. It is based on the premise that the contractor, not the Government, is responsible for managing and ensuring that quality controls meet the terms of the contract.

The Government reserves the right to modify performance standards and/or metrics during the life of this contract, in order to ensure that the right outcomes are being assessed and that the performance standards are appropriate. It is the Contractor's responsibility to follow up with the COR to ensure the QASP monitoring process is implemented and updated.

The QASP is incorporated as a component of the Activity Monitoring & Evaluation Plan (AMELP).

[END OF SECTION E]

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 with the same force and effect as if they were given in full text. See http://acquisition.gov/far/index.html for electronic access to the full text of a clause.

NUMBER TITLE DATE

FEDERAL ACQUISITION REGULATION

(48 CFR Chapter 1)

F.2 PERIOD OF PERFORMANCE

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

F.3 PLACE OF PERFORMANCE

Performance of this contract will be principally in Eswatini.

F.4 REPORTS AND PERFORMANCE OBJECTIVES OR OUTPUTS

In addition to the requirements set forth for submission of reports in Sections I and in the AIDAR clause 752.242-70, Periodic Progress Reports (OCT 2007), the Contractor must submit required reports, performance objectives, deliverables or outputs via e-mail to the COR specified in Section G and a copy to the Contracting Officer. All reports must be written in English. Unless otherwise noted below, narrative reports must be submitted in Microsoft Word or PDF and budgets in Excel. The Contractor must promptly notify the Contracting Officer and COR of any problems, delays, or adverse conditions which materially impair the Contractor's ability to meet the reporting requirements of the Contract. A description of the required reports is as follows, and due dates are noted in the table below:

1. Annual Work Plans (AWP) - The AWP will be reviewed and approved by the COR within two weeks of submission. AWPs will include a narrative describing the strategies, activities and interventions required to meet the award outputs as well as a log frame or Gantt chart outlining specific activities, the timetable and responsible persons. Activities on the Gantt Chart must be fully costed. Furthermore, annual budgets must accompany the AWP. The AWP must incorporate the Contractor’s annual gender and youth action plan informed by the Gender, Youth and Social Inclusion Analysis.

2. Activity Monitoring, Evaluation and Learning Plan (AMELP) - The Contractor will develop an AMELP that describes how USAID and the Contractor will monitor progress towards the results and use the information to make mid-course adjustments. At a minimum, the AMELP will identify appropriate activity indicators for each level of the results framework, show data sources, and describe how data will be collected/collated/acquired, analyzed, and presented to regularly inform performance. The plan will identify core indicators for every result and intermediate result/outcome and provide preliminary five-year performance indicator targets for these core indicators. Mapping locations of treatment services centers and laboratories in Hhohho and Shiselweni will be essential to understand and demonstrate improved access for the targeted populations. The AMELP will effectively track activities’ inputs and outputs and achievement of performance outcomes over the contract’s life. The AMELP must include a Quality Assurance Surveillance Plan (QASP). The plans should specify (1) All work requiring surveillance; and (2) The method of surveillance. At a minimum the QASP must cover all indicators included in the Fixed Fee Schedule.

The Contracting Officer’s Representative (COR) will provide guidance for completion of a detailed AMELP to ensure that it meets program monitoring and reporting needs in line with the Mission’s Country Development and Cooperation Strategy (CDCS) as well as reporting needs and requirements under PEPFAR and Global Health Initiative (GHI), and other Agency programs and funding authorities. The Contractor will also consult with relevant Implementing Partners (IPs) and GKoE in developing the final AMELP.

The Contractor will work closely with the Mission Contractor responsible for the collection and analysis of USAID data and submit an AMELP for the life of the contract that derives from the activities outlined in the Performance Work Statement. The COR will review and request any modifications required within ten (10) days of receipt. The Contractor will commence implementation within ten (10) days following receipt of the COR’s approval. The AMELP is a living document. The Contractor will make revisions to it in response to changing conditions and emerging lessons in consultation with the COR.

3. Gender, Youth and Social Inclusion Analysis - In accordance with USAID’s recognition of the importance of gender issues in development, this contract will address gender issues with regard to women and children. The Contractor will follow recommendations made in the USAID Gender Equality and Female Empowerment Policy of March 2012. The Contractor will implement approaches for increasing access to quality health services by women, girls and children, while also addressing the low uptake of health services by men, either for themselves or on behalf of their families and partners. This analysis should map out how best to reach these key sub-populations and integrate the findings into work plans and interventions. (See Attachment J.8)

4. Quarterly Performance Report (QPR) - The Contractor will submit a QPR to the COR. It will contain the following information: 1) quantitative and qualitative analysis of progress against objectives and results (Milestone Achievement Report); 2) summary of key activities for next quarter; 3) discussion of lessons learned, good practices and success stories; 4) challenges which impact implementation; 5) summary table of indicators and results to date; 6) updates regarding construction activities, if any 7) updates regarding plans for or implementation of any environmental mitigation measures 8) financials for the quarter and projections for the next two quarters. The Contractor must budget and report expenditures and results for each funding source (e.g. PEPFAR, GH) while providing an integrated package of high impact services. Further, notification must be given in the case of problems, delays or adverse conditions which materially impair the ability to meet the objectives of the award. These notifications must include a statement of the action taken or contemplated and any assistance needed to resolve the situation. Following receipt of the report, a “quarterly review” meeting with the COR and other relevant Mission staff will be held to discuss results, challenges and the way forward.

5. Geographic Information Systems (GIS) and Activity Location Data –To accompany the Quarterly Performance Report, the Contractor must submit project and activity location data. Recording a discreet location for project and activity locations is essential in establishing an effective method of managing, analyzing, and communicating project and activity information. The Contractor will work closely with the COR to determine necessary information to collect, which may include:

• Type of activity (e.g. repair of treatment or lab facility, HIV-related training and estimated cost of activity

• Photograph of activity

• Location of activity, Point features (latitude, longitude)

• Location, including name of the village

• District name for activity location

• Facility type (home, school, health facilities, etc.)

6. Quarterly Financial Reporting: These reports must be submitted in conjunction with the Quarterly Progress Report for the approval of the COR. These reports must have a financial summary page that lists the amounts expended for the quarter by major cost item, showing cumulative expenditures to date, and a variance analysis. The variance analysis will use the detailed cost proposal submitted for the contract award, or any revision made for a subsequent contract budget revision (authorized by the CO), as the baseline budget plan, and, as requested, will be able to explain significant actual expenditure variance in relation to the detailed baseline. The contractor will also include a brief note on any significant or accrued expenditures for the quarter that have not yet been billed to the contract, along with the specific amount involved, to enable the COR to accurately track the expenditure rate.

7. Annual Performance Reports - The Contractor must submit the Annual Performance Report, inclusive of the final QPR for that year, which reflects the progress of the program activities over the last year against the Annual Work Plan. This report should also include the Milestone Achievement Report. The report will include progress of major activities; problems encountered and proposed remedial actions. The report must indicate the outputs and impact the program is having on the beneficiaries. Annual and cumulative to date data must be included. Anecdotal stories and case studies, pictures and any other information that gives insight into the success of the program will also be included.

8. President’s Emergency Plan for AIDS Relief (PEPFAR) Program Expenditures – Contractors implementing projects funded out of PEPFAR funds must report at least quarterly on program expenditures. In certain circumstances USAID requires more frequent expenditure updates. Specifically, Contractors must use the form PEPFAR Program Expenditures (DS-4213 OMB 1405-0208) as a part of completing the PEPFAR Annual Progress Report at the end of each USG fiscal year (September 30).

9. PEPFAR Indicator Reporting - PEPFAR requires a large number of indicators to be reported on at least a quarterly basis. From time to time, USAID will require contractors to report monthly or weekly on high priority early warning PEPFAR indicators critical for monitoring progress towards the hard performance targets. In addition, there are significant financial progress and results reporting requirements that occur on a more frequent basis. The current set of indicators is found in http://www.pepfar.gov/reports/guidance/index.htm. Most of these indicators are site level (with a site often being a service delivery point such as a health facility).

10. Subcontract Reporting (Large Businesses Only) - The Contractor's subcontracting plan dated [TBD] is hereby incorporated as a material part of this Contract. The Contractor must comply with the subcontract reporting requirements in FAR 52.219-9 (MAR 2020).

Large business prime contractors must submit periodic reports which show compliance with their subcontracting plan. The Contractor must submit its report via the electronic Subcontracting Reporting System (eSRS) in accordance with the instructions on the website. Each semi-annual SSR reflects cumulative task order subcontracting accomplishments from the inception of the contract through the relevant SSR reporting period.

The annual Subcontracting Report and the final Summary Subcontracting Report (SSR) are available online at http://www.esrs.gov. The email to use is: [TBD] (Administering CO) and [TBD] (COR) FILL IN

The work of the small businesses identified in the Subcontracting Plan must be tracked against the Prime’s proposed goals.

The Contractor must submit the Subcontracting Report electronically via the eSRS within the deadlines specified in the table below.

11. Close-Out and Disposition Plan- The plan must include, but is not limited to:

• Dates for final delivery of all goods and services;

• A property disposition plan for the Contractor, subcontractors and grantees;

• Review of subcontract and/or grant files for audit purposes and final billing;

• A schedule to address office leases, bank accounts, utilities, cell phones, personnel notification, health insurance, outstanding travel, social payments, household shipments, severance for local staff (if appropriate), vehicle leases/disposition, phone subscriptions; and

• Report on compliance with all local labor laws and tax clearances.

12. Final Report: The Final Report will include an executive summary of the Contractor’s accomplishments in achieving results and conclusions about areas in need of future assistance; an overall description of the Contractor’s activities and attainment of results by district, as appropriate during the life of contract an assessment of the progress made toward accomplishing the objective and expected results significance of these activities; important research findings, comments and recommendations, and a fiscal report that describes how the Contractor’s funds were used. The report must also indicate the contextual opportunities remaining that could easily be harnessed to sustain the results of the program. The report must also include the following:

(1) Financial report showing the amounts expended by major cost categories.

(2) Summary of accomplishments achieved under this contract tied to the contract objective and Intermediate Results.

(3) Clearly show how the contract objectives, deliverables and PMP have been accomplished or not, and why.

(4) Discussion of problems encountered and where objectives were not achieved.

(5) Lessons learned.

(6) Suggestions concerning desirable future and follow-on projects, if any.

(7) Index of all reports and information products produced under this contract.

13. Other Reports - The Contractor will prepare and disseminate, as directed in the Annual Work Plan and by the COR, other reports and performance objectives needed to accomplish the purpose of this contract, such as assessments, including but not limited to studies, and other analytical products. These reports will include activity reports; technical reports; data quality assessment reports, portfolio review and performance plan and report analytical products, evaluation, review and other operational research reports. The reports required and the number of copies will be determined at the time of the Annual Work Plan.

F.5 DELIVERY SCHEDULE FOR REPORTS/PERFORMANCE OBJECTIVES

All due dates are in calendar days. If the due date falls on a weekend or holiday, the report is due the next business day. References to fiscal year are USAID’s fiscal year which begins on October 1 and ends on September 30.

FY21 (COP20) (Start of POP – Sept 30, 2021): Performance Objectives and Reports Schedule

Annual Report of Government Property in Contractor’s Custody

Final due 60 days after receipt of USAID comments to the draft

COR

FY22-FY25 (COP21-COP24) (Oct 1, 2021-Sept 30, 2025): Performance Objectives and Reports Schedule

Annual Report of Government Property in Contractor’s Custody

Final due 60 days after receipt of USAID comments to the draft

COR

FY26 (COP25) (Oct 1, 2025-End POP): Performance Objectives and Reports Schedule

Annual Report of Government Property in Contractor’s Custody

COR to provide comments within 2 weeks. Final Report due not later than contract end date.

CO and COR

Final due four months prior to contract end date.

COR and CO

Section H.9, AIDAR 752.245-71) CO and COR

F.6 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:

a) Technical (Quality of products and services)

b) Cost…