Amendment 3_to RFQ 72067423Q0002-Extension Aug_27.pdf

Amendment 3 Issue Date: August 18, 2023

Due Date & Time for Quotes: August 27, 2023 at 17:00 South Africa time

Submit to: proposals@usaid.gov and ahorugavye@usaid.gov

Subject: Expansion of scope and changes to proposal and evaluation process

Reference: (RFQ): No. 72067423Q00002 USAID/Southern Africa Organizational Development

Dear Offerors:

This amendment to the request for quotation makes significant changes that simplify the process for pricing this work. As follows, please find a summary of the changes made:

1. An additional 7 offices will have an opportunity to participate in organizational development services from years 2-5 of the contract. The total number of offices participating in years 2-5 has increased from 10 to 17.

2. With this amendment, Years 2-5 are changing from fixed price to time and materials.

Offerors now can budget our fully burdened labor rates for years 2-5. The first year remains fixed price with 10 offices participating.

3. The proposal stage has been condensed with offerors now submitting their technical approach along with the past performance and institutional capacity all at the same time.

This procurement will be conducted in accordance with Federal Acquisition Regulations (FAR) 12 Commercial Services, FAR 13 Simplified Acquisition Procedures and FAR 15 Contracting by Negotiation. The NAICS code for this procurement is 541612.

This procurement is limited to South African entities in accordance with Section 7077 of Public Law 112-74, as amended by Section 7028 of the Consolidated Appropriation Act (P.L 113-76) titled "Local Competition Authority." Refer to Attachment 3 Instructions to Offerors.

Offerors must be registered in www.sam.gov at the time the quote/offer is submitted to USAID. Refer to Attachments 3 and 4 for more information.

This RFQ in no way obligates the U.S Agency for International Development to issue a contract, nor does it commit USAID to pay any cost incurred in the preparation and submission of your quote. USAID anticipates making an award before the end of September 20, 2023.

Regards, Regional Contracting Officer mailto:proposals@usaid.gov mailto:ahorugavye@usaid.gov http://www.sam.gov/

Enclosures:

Attachment 1: Contract Terms and Conditions Attachment 2: Statement of Work Attachment Attachment 3: Instructions to Offerors Attachment 4: Quick Reference Registering to Work with USAID Non-US Based Partners] Attachment 5: Cost Line Item Number (CLIN) Spreadsheet (for offeror completion)

RFQ 72067423Q0000

Attachment 1 – CONTRACT TERMS AND CONDITIONS

A. PLACE OF PERFORMANCE

The primary place of performance is South Africa. USAID/SA offices are located in Pretoria. The majority of venue selections for annual retreats and/or other activities will be within the Pretoria region. However, contractor services may be required at the non presence missions located in the countries described in Attachment 2 Scope of Work, Background.

B. GEOGRAPHIC CODE

The geographic code for this contract is 937 which includes the U.S., the cooperating/recipient country and developing countries other than advanced developing countries and excluding prohibited sources.

C. PERIOD OF PERFORMANCE

The period of performance is five years.

D. CONTRACT TYPE AND TERMS OF PAYMENT

This is a hybrid contract with firm fixed price and Time and Material components.

Payment for fixed price deliverables will be upon COR approval of deliverables submitted by the contractor and in accordance with the table below.

The contractor will not be paid any sum in excess of the ceiling price.

E. BUDGET AND CONTRACT LINE ITEM NUMBERS (CLINs)

CLIN # Contract Line Item Total

CLIN 0001 Firm-Fixed-Price - Year 1

CLIN 0002 T&M Organizational Development - Year 2

CLIN 0003 T&M Organizational Development - Year 3

CLIN 0004 T&M Organizational Development - Year 4

CLIN 0005 T&M Organizational Development - Year 5

TOTAL ALL YEARS

Notes:

● CLIN 1 is the Firm-Fixed-Price CLIN.

● Per FAR 16.601, the labor CLIN #0002 through CLIN #0005 includes the number of direct hours required and detailed above, and the proposed and negotiated fixed daily rates.

● The time and materials CLINs will be ordered on a demand-driven basis. There is no guarantee that the Government will reach the ceiling established for each CLIN per Contract year.

● CLINs 0002-0005 are estimated not to exceed the cost listed above. All costs for these CLINs will be reimbursed at actual cost to the Contractor in accordance with 52.232-7.

● The Contractor shall be responsible for tracking and reporting the level of effort for all funded CLINs and ensuring stated levels are not exceeded.

Only the Contracting Officer has the authority to adjust the number of days available to order amongst existing labor categories in the Contract as long as the total dollar value of labor ordered is not exceeded for the Contract year. The Contracting Officer must provide this approval in writing, with the concurrence of the COR, before the Contractor may make any adjustment.

F. KEY PERSONNEL

The Contractor must furnish the following key personnel:

Name Position/Title (To be proposed by offeror) Lead Consultant/Organizational Development Specialist (To be proposed by offeror) Mid-Level Consultant

The key personnel specified above are considered to be essential to the work being performed hereunder. Prior to replacing any of the specified individuals, the Contractor must immediately notify both the CO and the COR in sufficient detail to permit evaluation of the impact on the program. Any replacement proposed must be at a minimum of the same qualification and experience. CO approval is required for all key personnel changes.

Minimum Qualifications and Experience Required for Key Personnel:

● The Lead Consultant will be the primary liaison with USAID. He/she will oversee the overall contractor team ensuring efforts coalesce into meeting required deliverables.

He/she will also engage on the ad hoc organizational development requirements.

He/she should have at least 5 years of experience in conducting organizational development retreats that combine plenary activities for all participants with breakout sessions targeting different thematic groupings of staff. In addition, the position requires expertise in delivering organizational diagnostics, analysis, and discussion that translates into key action items to address challenges and opportunities around organizational health.

● The Mid-level Consultant will report to the Lead Consultant and provide a supportive role in ensuring deliverables are completed. He/she should have at least 3 years of experience in conducting organizational development retreat that combines plenary activities for all participants with breakout sessions targeting different thematic groupings of staff. In addition, the position requires expertise in delivering organizational diagnostics, analysis, and discussion that translates into key action items to address challenges and opportunities around organizational health.

G. REPORTS AND DELIVERABLES

(a) Deliverables Schedule: The Contractor must submit deliverables according to the below schedule. Hard copies of the reports are not required. All deliverables should be e-mailed to the COR, in English, in Microsoft Word to facilitate comments. Final versions of deliverables will be submitted in PDF. Deliverables due on a weekend or holiday are due the next business day.

(b) Payment will be subject to COR approval of each deliverable described in the table below.

YEAR ONE DELIVERABLES

# Title & Description Due Date Amount %

1 Pre Retreat Diagnostics Plan: Plan identifying how and when data will be collected, and by whom. The plan must also describe how the data will be analyzed. It should include a timeframe for completion of major milestones in the diagnostic process.

[MM/DD/ YY $TBD XX%

2 Retreat Agenda: (1) abbreviated version for handout/distribution to all staff a

(2) detailed retreat plan including facilitator name, description of participants (e.g. who / what offices participate in each session), description of session objectives and activities, and allocated time factoring in a morning and afternoon break and lunch.

[MM/DD/ YY $TBD XX%

3 Retreat Report for Mission Leadership: Report providing a full description record of retreat proceedings, evaluation results and clear and specific recommended action items for Mission leadership, teams and staff resulting from retreat sessions. This should include an Annex with a Summary Retreat Report for distribution to all staff.

[MM/DD/ YY $TBD XX%

4 Retreat Evaluation Tool: Description of what information will be collected, ho it will be collected, and how it will be analyzed post retreat.

[MM/DD/ YY $TBD XX%

5 Retreat Evaluation Report: Report describing feedback received from the Evaluation Tool. It should include the number and type of respondents (disaggregated by employment type, gender and any other factors agreed up with the COR). The report should include recommendations on how to addre issues raised during the retreat.

[MM/DD/ YY $TBD XX%

6 Mid-year Office-specific Check-in Facilitation Plan and Report: This includes brief plan of engagement with various offices. Following completion, the repo will include a read out of what information was collected and how, during the check in process. The report should analyze information collected and consid how it should best be addressed.

[MM/DD/ YY $TBD XX%

Ad Hoc Reports

1 Organizational Development Support Reports - The contractor must provide concise monthly report on ongoing and recently completed ad- hoc services.

report should include the amount of LOE spent on each ad-hoc request and t amount of LOE remaining overall. If there are no ongoing or completed ad-ho requests within the past month no report is required.

[MM/DD/ YY $TBD XXX

Failure to meet the deliverable schedule in terms of schedule and/or quality may be grounds for termination of the contract, non-payment, or an equitable price reduction.

(c) ORDERING PROCEDURES FOR CLINS 0002 –0005

Deliverables for time and material CLINs will be specified at the time of request and documented through a work order system. When ordering a Time and Material task, the COR will, at a minimum provide the Contractor with the following information in writing:

1. A work order request stating the type of services needed.

2. Projected timeline

In response, the Contractor, at a minimum must provide the COR with the following information in writing:

1. A proposed budget, including labor categories and services that will be ordered.

2. Outline of the tasks to be performed.

3. The Contractor must maintain a sequential numbering of all work order requests received, and reference the same work order number in their response.

The COR will provide written approval before work may commence.

H. CONTRACTING OFFICER'S AUTHORITY

The Contracting Officer is the only person authorized to make or approve any changes in the requirements of this contract and notwithstanding any provisions contained elsewhere in this contract, the said authority remains solely in the Contracting Officer. In the event the Contractor makes any changes at the direction of any person other than the Contracting Officer, the change shall be considered to have been made without authority and no adjustment shall be made in the contract terms and conditions, including price.

I. TECHNICAL DIRECTION AND DESIGNATION OF RESPONSIBLE USAID OFFICIALS

The Contracting Officer will issue a letter appointing the COR for the contract and provide a copy of the designation letter to the Contractor.

The Contracting Officer’s contact information is as follow:

[To be included prior to award]

J. PAYING OFFICE

The paying office for this award is:

The Controller USAID Southern Africa Office of Financial Management 100 Totius Street P.O. Box 43 Pretoria, Gauteng, South Africa 0027

Invoices must be submitted electronically via email to invoice@usaid.gov with a copy to the

COR.

VAT under this contract must be separately identified with reference to USAID/Southern Africa’s VAT number 4000121998.

K. ACCOUNTING AND APPROPRIATION DATA

Accounting Data - [To be inserted at time of award]

Accounting Template

BBFY EBFY Fund OP Unit

OP

Unit

Dist. Progr.

Element

BGA EOCC Amt.

Total

L. CONFIDENTIALITY AND OWNERSHIP OF INTELLECTUAL PROPERTY

All reports generated and data collected during this project shall be considered the property of USAID/SA and shall not be reproduced, disseminated or discussed in open forum, other than for the purposes of completing the tasks described in this document, without the express written approval of a duly- authorized representative of USAID/SA. All findings, conclusions and recommendations shall be considered confidential and proprietary.

M. BRANDING AND MARKING

USAID policy on the branding and marking of the work products of this contract is contained in ADS Chapter 320 and the USAID Graphic Standard Manual.

N. EXECUTIVE ORDER ON TERRORISM FINANCING (FEB 2002)

mailto:invoice@usaid.gov

The Contractor is reminded that U.S. Executive Orders and U.S. law prohibits transactions with, and the provision of resources and support to, individuals and organizations associated with terrorism. It is the responsibility of the contractor to ensure compliance with these Executive Orders and laws. This provision must be included in all subcontracts/sub awards issued under this contract.

O. USAID DISABILITY POLICY ACQUISITION (DECEMBER 2004)

(a) The objectives of the USAID Disability Policy are (1) to enhance the attainment of United States foreign assistance program goals by promoting the participation and equalization of opportunities of individuals with disabilities in USAID policy, country and sector strategies, activity designs and implementation; (2) to increase awareness of issues of people with disabilities both within USAID programs and in host countries; (3) to engage other U.S. government agencies, host country counterparts, governments, implementing organizations and other donors in fostering a climate of nondiscrimination against people with disabilities; and (4) to support international advocacy for people with disabilities. The full text of the policy paper can be found at the following website:

http://www.usaid.gov/about/disability/DISABPOL.FIN.html.

(b) USAID therefore requires that the contractor not discriminate against people with disabilities in the implementation of USAID programs and that it make every effort to comply with the objectives of the USAID Disability Policy in performing this contract. To that end and within the scope of the contract, the contractor’s actions must demonstrate a comprehensive and consistent approach for including men, women and children with disabilities.

P. SEXUAL MISCONDUCT (DECEMBER 2020)

(a) USAID has a zero-tolerance policy for sexual misconduct with the goal of fostering a respectful, safe, healthy and inclusive work environment. USAID maintains policies and procedures to establish a workplace free of sexual misconduct as described in agency policy at ADS Chapter 113, Preventing and Addressing Sexual Misconduct.

(b) USAID has developed two methods for receiving allegations of sexual misconduct:

USAID’s Unified Misconduct Reporting Portal, available on LaunchPad (launchpad.usaid.gov), and Service Desk, phone, (202) 712-1234. These are also available to the Contractor or its employee(s).

(c) USAID may conduct administrative inquiries into allegations of sexual misconduct that occur within U.S. Government facilities or while the contractor employee is performing services under the contract. The Contracting Officer will provide the results of any inquiry involving a contractor employee to the contractor, subject to federal law and USAID’s information disclosure policies. USAID retains the right to http://www.usaid.gov/about/disability/DISABPOL.FIN.html suspend or terminate a contractor employee’s access to any systems and/or facilities for incidents of sexual misconduct.

(d) The Contractor agrees to incorporate the substance of paragraphs (a) through (d) of this requirement in all subcontracts that may require contractor employees to have routine physical access to USAID facilities.

[END OF PROVISION]

Q. FEDERAL ACQUISITION REGULATION (FAR)

FAR 252.2-2 Clauses Incorporated by Reference (FEB 1998)

This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at this/these address(es):

https://www.acquisition.gov/far/

NUMBER

52.203-17

TITLE FEDERAL ACQUISITION REGULATION (48 CFR Chapter 1) Contractor Employee Whistleblower Rights and Requirement

DATE

to Inform Employees of Whistleblower Rights APR 2014 52.204-7 System for Award Management OCT 2018 52.204-13 System to Award Management Maintenance OCT 2018 52.204-25 Prohibition on Contracting for Certain Telecommunications NOV 2021

52.212-4 and Video Surveillance Services or Equipment Contract Terms and Conditions Commercial Products and Svcs DEC 2022

52.217-8 Option to Extend Services (NOV 1999)

The Government may require continued performance of any services within the limits and at the rates specified in the contract. These rates may be adjusted only as a result of revisions to prevailing labor rates provided by the Secretary of Labor. The option provision may be exercised more than once, but the total extension of performance hereunder shall not exceed 6 months.

The Contracting Officer may exercise the option by written notice to the Contractor within 15 days.

(End of clause)

52.217-9 Option to Extend the Term of the Contract (Mar 2000)

(a) The Government may extend the term of this contract by written notice to the Contractor within 30 days; provided that the Government gives the Contractor a preliminary written notice of its intent to extend at least 60 days before the contract expires. The preliminary notice does not commit the Government to an extension.

(b) If the Government exercises this option, the extended contract shall be considered to include this option clause.

(c) The total duration of this contract, including the exercise of any options under http://www.acquisition.gov/far/ this clause, shall not exceed 5 years.

(End of clause)

52.212-5 Contract Terms and Conditions Required to Implement Statutes or Executive Orders - Commercial Products and Commercial Services (JUN 2023)

(a) The Contractor shall comply with the following Federal Acquisition Regulation (FAR) clauses, which are incorporated in this contract by reference, to implement provisions of law or Executive orders applicable to acquisitions of commercial products and commercial services:

(1) 52.203-19, Prohibition on Requiring Certain Internal Confidentiality Agreements or Statements (JAN 2017) (section 743 of Division E, Title VII, of the Consolidated and Further Continuing Appropriations Act, 2015 (Pub. L. 113-235) and its successor provisions in subsequent appropriations acts (and as extended in continuing resolutions)).

(2) 52.204-23, Prohibition on Contracting for Hardware, Software, and Services Developed or Provided by Kaspersky Lab and Other Covered Entities (NOV 2021) (Section 1634 of Pub. L. 115-91).

(3) 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment. (NOV 2021) (Section 889(a)(1)(A) of Pub. L. 115-232).

(4) 52.209-10, Prohibition on Contracting with Inverted Domestic Corporations (NOV 2015).

(5) 52.233-3, Protest After Award (AUG 1996) (31 U.S.C. 3553).

(6) 52.233-4, Applicable Law for Breach of Contract Claim (OCT 2004) (Public Laws 108-77 and 108-78 (19 U.S.C. 3805 note)).

(b) The Contractor shall comply with the FAR clauses in this paragraph (b) that the Contracting Officer has indicated as being incorporated in this contract by reference to implement provisions of law or Executive orders applicable to acquisitions of commercial products and commercial services:

[ ] (1) 52.203-6, Restrictions on Subcontractor Sales to the Government (JUN 2020), with Alternate I (NOV 2021) (41 U.S.C. 4704 and 10 U.S.C. 2402).

[X ] (2) 52.203-13, Contractor Code of Business Ethics and Conduct (NOV 2021) (41 U.S.C. 3509).

[ ] (3) 52.203-15, Whistleblower Protections under the American Recovery and Reinvestment Act of 2009 (JUN 2010) (Section 1553 of Pub. L. 111-5). (Applies to contracts funded by the American Recovery and Reinvestment Act of 2009.)

[ ] (4) 52.204-10, Reporting Executive Compensation and First-Tier Subcontract Awards (JUN 2020) (Pub. L. 109-282) (31 U.S.C. 6101 note).

(5) (Reserved)

[ ] (6) 52.204-14, Service Contract Reporting Requirements (OCT 2016) (Pub. L.

111-117, section 743 of Div. C).

[ ] (7) 52.204-15, Service Contract Reporting Requirements for Indefinite-Delivery Contracts (OCT 2016) (Pub. L. 111-117, section 743 of Div. C).

[X ] (8) 52.204-27, Prohibition on a ByteDance Covered Application (Jun 2023) (Section 102 of Division R of Pub. L. 117-328).

[ ] (9) 52.209-6, Protecting the Government's Interest When Subcontracting with Contractors Debarred, Suspended, or Proposed for Debarment. (NOV 2021) (31 U.S.C. 6101 note).

[ ] (10) 52.209-9, Updates of Publicly Available Information Regarding Responsibility Matters (OCT 2018) (41 U.S.C. 2313).

[ ] (11) Reserved

[ ] (12) 52.219-3, Notice of HUBZone Set-Aside or Sole Source Award (OCT 2022) (15 U.S.C. 657a).

[ ] (13) 52.219-4, Notice of Price Evaluation Preference for HUBZone Small Business Concerns (OCT 2022) (if the offeror elects to waive the preference, it shall so indicate in its offer) (15 U.S.C. 657a).

[ ] (14) (Reserved)

[ ] (15)(i) 52.219-6, Notice of Total Small Business Set-Aside (NOV 2020) (15 U.S.C. 644). [ ] (ii) Alternate I (MAR 2020) of 52.219-6.

[ ] (16)(i) 52.219-7, Notice of Partial Small Business Set-Aside (NOV 2020) (15 U.S.C. 644). [ ] (ii) Alternate I (MAR 2020) of 52.219-7.

[ ] (17) 52.219-8, Utilization of Small Business Concerns (OCT 2022) (15 U.S.C.

637(d)(2) and (3)).

[ ] (18)(i) 52.219-9, Small Business Subcontracting Plan (OCT 2022) (15 U.S.C.

637(d)(4)). [ ] (ii) Alternate I (NOV 2016) of 52.219-9.

[ ] (iii) Alternate II (NOV 2016) of 52.219-9. [ ] (iv) Alternate III (JUN 2020) of 52.219-9. [ ] (v) Alternate IV (SEP 2021) of 52.219-9.

[ ] (19)(i) 52.219-13, Notice of Set-Aside of Orders (MAR 2020) (15 U.S.C. 644(r)).

[ ] (ii) Alternate I (MAR 2020) of 52.219-13.

[ ] (20) 52.219-14, Limitations on Subcontracting (OCT 2022) (15 U.S.C. 657s).

[ ] (21) 52.219-16, Liquidated Damages-Subcontracting Plan (SEP 2021) (15 U.S.C. 637(d)(4)(F)(i)).

[ ] (22) 52.219-27, Notice of Service-Disabled Veteran-Owned Small Business Set-Aside (OCT 2022) (15 U.S.C. 657f).

[ ] (23)(i) 52.219-28, Post-Award Small Business Program Representation (SEP 2021) (15 U.S.C. 632(a)(2)).

[ ] (ii) Alternate I (MAR 2020) of 52.219-28.

[ ] (24) 52.219-29, Notice of Set-Aside for, or Sole Source Award to, Economically Disadvantaged Women-Owned Small Business Concerns (OCT 2022) (15 U.S.C.

637(m)).

[ ] (25) 52.219-30, Notice of Set-Aside for, or Sole Source Award to, Women-Owned Small Business Concerns Eligible Under the Women-Owned Small Business Program (OCT 2022) (15 U.S.C. 637(m)).

[ ] (26) 52.219-32 , Orders Issued Directly Under Small Business Reserves (MAR 2020) (15 U.S.C. 644(r)).

[ ] (27) 52.219-33, Nonmanufacturer Rule (SEP 2021) (15 U.S.C. 657s).

[ ] (28) 52.222-3, Convict Labor (JUN 2003) (E.O. 11755).

[ ] (29) 52.222-19, Child Labor-Cooperation with Authorities and Remedies (JAN 2022) (E.O. 13126).

[ ] (30) 52.222-21, Prohibition of Segregated Facilities (APR 2015). [ ] (31)(i) 52.222-26, Equal Opportunity (SEP 2016) (E.O. 11246).

[ ] (ii) Alternate I (FEB 1999) of 52.222-26.

[ ] (32)(i) 52.222-35, Equal Opportunity for Veterans (JUN 2020) (38 U.S.C.

4212). [ ] (ii) Alternate I (JUL 2014) of 52.222-35.

[ ] (33)(i) 52.222-36, Equal Opportunity for Workers with Disabilities (JUN 2020) (29 U.S.C. 793).

[ ] (ii) Alternate I (JUL 2014) of 52.222-36.

[ ] (34) 52.222-37, Employment Reports on Veterans (JUN 2020) (38 U.S.C.

4212).

[ ] (35) 52.222-40, Notification of Employee Rights Under the National Labor Relations Act (DEC 2010) (E.O. 13496).

[X] (36)(i) 52.222-50, Combating Trafficking in Persons (NOV 2021) (22 U.S.C.

chapter 78 and E.O. 13627).

[ ] (ii) Alternate I (MAR 2015) of 52.222-50 (22 U.S.C. chapter 78 and E.O.

13627).

[ ] (37) 52.222-54, Employment Eligibility Verification (NOV 2021). (E. O. 12989).

(Not applicable to the acquisition of commercially available off-the-shelf items or certain other types of commercial products or commercial services as prescribed in FAR 22.1803.)

[ ] (38)(i) 52.223-9, Estimate of Percentage of Recovered Material Content for EPA- Designated Items (MAY 2008) (42 U.S.C. 6962(c)(3)(A)(ii)). (Not applicable to the acquisition of commercially available off-the-shelf items.)

[ ] (ii) Alternate I (MAY 2008) of 52.223-9 (42 U.S.C. 6962(i)(2)(C)). (Not applicable to the acquisition of commercially available off-the-shelf items.)

[ ] (39) 52.223-11, Ozone-Depleting Substances and High Global Warming Potential Hydrofluorocarbons (JUN 2016) (E.O. 13693).

[ ] (40) 52.223-12, Maintenance, Service, Repair, or Disposal of Refrigeration Equipment and Air Conditioners (JUN 2016) (E.O. 13693).

[ ] (41)(i) 52.223-13, Acquisition of EPEAT®-Registered Imaging Equipment (JUN 2014) (E.O.s 13423 and 13514).

[ ] (ii) Alternate I (OCT 2015) of 52.223-13.

[ ] (42)(i) 52.223-14, Acquisition of EPEAT®-Registered Televisions (JUN 2014) (E.O.s 13423 and 13514).

[ ](ii) Alternate I (JUN 2014) of 52.223-14.

[ ] (43) 52.223-15, Energy Efficiency in Energy-Consuming Products (MAY 2020) (42 U.S.C. 8259b).

[ ] (44)(i) 52.223-16, Acquisition of EPEAT®-Registered Personal Computer Products (OCT 2015) (E.O.s 13423 and 13514).

[ ](ii) Alternate I (JUN 2014) of 52.223-16.

[X] (45) 52.223-18, Encouraging Contractor Policies to Ban Text Messaging While Driving (JUN 2020) (E.O. 13513).

[ ] (46) 52.223-20, Aerosols (JUN 2016) (E.O. 13693).

[ ] (47) 52.223-21, Foams (JUN 2016) (E.O. 13693).

[ ] (48)(i) 52.224-3, Privacy Training (JAN 2017) (5 U.S.C. 552a).

[ ] (ii) Alternate I (JAN 2017) of 52.224-3.

[ ] (49) 52.225-1, Buy American-Supplies (NOV 2021) (41 U.S.C. chapter 83).

[ ] (50)(i) 52.225-3, Buy American-Free Trade Agreements-Israeli Trade Act (NOV 2021) (41 U.S.C. chapter 83, 19 U.S.C. 3301 note, 19 U.S.C. 2112 note, 19 U.S.C. 3805 note, 19 U.S.C.

4001 note, Pub. L. 103-182, 108-77, 108-78, 108-286, 108-302, 109-53, 109-169, 109-283, 110-138, 112-41, 112-42, and 112-43.

[ ] (ii) Alternate I (JAN 2021) of 52.225-3. [ ] (iii) Alternate II (JAN 2021) of 52.225-3.

[ ] (iv) Alternate III (JAN 2021) of 52.225-3.

[ ] (51) 52.225-5, Trade Agreements (OCT 2019) (19 U.S.C. 2501, et seq., 19 U.S.C. 3301 note).

[X] (52) 52.225-13, Restrictions on Certain Foreign Purchases (FEB 2021) (E.O.'s, proclamations, and statutes administered by the Office of Foreign Assets Control of the Department of the Treasury).

[ ] (53) 52.225-26, Contractors Performing Private Security Functions Outside the United States (OCT 2016) (Section 862, as amended, of the National Defense Authorization Act for Fiscal Year 2008; 10 U.S.C. 2302 Note).

[ ] (54) 52.226-4, Notice of Disaster or Emergency Area Set-Aside (NOV 2007) (42 U.S.C. 5150).

[ ] (55) 52.226-5, Restrictions on Subcontracting Outside Disaster or Emergency Area (NOV 2007) (42 U.S.C. 5150).

[ ] (56) 52.229-12, Tax on Certain Foreign Procurements (FEB 2021).

[ ] (57) 52.232-29, Terms for Financing of Purchases of Commercial Products and Commercial Services (NOV 2021) (41 U.S.C. 4505, 10 U.S.C. 2307(f)).

[ ] (58) 52.232-30, Installment Payments for Commercial Products and Commercial Services (NOV 2021) (41 U.S.C. 4505, 10 U.S.C. 2307(f)).

[X] (59) 52.232-33, Payment by Electronic Funds Transfer-System for Award Management (OCT 2018) (31 U.S.C. 3332).

[ ] (60) 52.232-34, Payment by Electronic Funds Transfer - Other than System for Award Management (JUL 2013) (31 U.S.C. 3332).

[ ] (61) 52.232-36, Payment by Third Party (MAY 2014) (31 U.S.C. 3332).

[ ] (62) 52.239-1, Privacy or Security Safeguards (AUG 1996) (5 U.S.C. 552a).

[ ] (63) 52.242-5, Payments to Small Business Subcontractors (JAN 2017)(15 U.S.C. 637(d)(13)).

[ ] (64)(i) 52.247-64, Preference for Privately Owned U.S.-Flag Commercial Vessels (NOV 2021) (46 U.S.C. 55305 and 10 U.S.C. 2631).

[ ] (ii) Alternate I (APR 2003) of 52.247-64.

[ ] (iii) Alternate II (NOV 2021) of 52.247-64.

(c) The Contractor shall comply with the FAR clauses in this paragraph (c), applicable to commercial services, that the Contracting Officer has indicated as being incorporated in this contract by reference to implement provisions of law or Executive orders applicable to acquisitions of commercial products and commercial services:

[ ] (1) 52.222-41, Service Contract Labor Standards (AUG 2018) (41 U.S.C.

chapter 67).

[ ] (2) 52.222-42, Statement of Equivalent Rates for Federal Hires (MAY 2014) (29 U.S.C. 206 and 41 U.S.C. chapter 67).

[ ] (3) 52.222-43, Fair Labor Standards Act and Service Contract Labor Standards-Price Adjustment (Multiple Year and Option Contracts) (AUG 2018) (29 U.S.C. 206 and 41 U.S.C. chapter 67).

[ ] (4) 52.222-44, Fair Labor Standards Act and Service Contract Labor Standards-Price Adjustment (MAY 2014) (29 U.S.C 206 and 41 U.S.C. chapter 67).

[ ] (5) 52.222-51, Exemption from Application of the Service Contract Labor Standards to Contracts for Maintenance, Calibration, or Repair of Certain Equipment-Requirements (MAY 2014) (41 U.S.C. chapter 67).

[ ] (6) 52.222-53, Exemption from Application of the Service Contract Labor Standards to Contracts for Certain Services-Requirements (MAY 2014) (41 U.S.C.

chapter 67).

[ ] (7) 52.222-55, Minimum Wages for Contractor Workers Under Executive Order 14026 (JAN 2022).

[ ] (8) 52.222-62, Paid Sick Leave Under Executive Order 13706 (JAN 2022) (E.O.

13706).

[ ] (9) 52.226-6, Promoting Excess Food Donation to Nonprofit Organizations

(JUN 2020) (42 U.S.C. 1792).

(d)(1) The Comptroller General of the United States, an appropriate Inspector General appointed under section 3 or 8G of the Inspector General Act of 1978 (5 U.S.C. App.), or an authorized representative of either of the foregoing officials shall have access to and right to-

(i) Examine any of the Contractor's or any subcontractors' records that pertain to, and involve transactions relating to, this contract; and

(ii) Interview any officer or employee regarding such transactions.

(e)(1) Notwithstanding the requirements of the clauses in paragraphs (a), (b), and (c), of this clause, the Contractor is not required to flow down any FAR clause in a subcontract for commercial products or commercial services, other than-

(i) Paragraph (d) of this clause. This paragraph flows down to all subcontracts, except the authority of the Inspector General under paragraph (d)(1)(ii) does not flow down; and

(ii) Those clauses listed in this paragraph (e)(1). Unless otherwise indicated below, the extent of the flow down shall be as required by the clause-

(A) 52.203-13, Contractor Code of Business Ethics and Conduct (NOV 2021) (41 U.S.C. 3509).

(B) 52.203-15, Whistleblower Protections Under the American Recovery and Reinvestment Act of 2009 (JUN 2010) (Section 1553 of Pub. L. 111-5).

(C) 52.204-23, Prohibition on Contracting for Hardware, Software, and Services Developed or Provided by Kaspersky Lab and Other Covered Entities (NOV 2021) (Section 1634 of Pub. L. 115-91).

(D) 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment. (NOV 2021) (Section 889(a)(1)(A) of Pub. L. 115- 232).

(E) 52.219-8, Utilization of Small Business Concerns (OCT 2018) (15 U.S.C. 637(d)(2) and (3)), in all subcontracts that offer further subcontracting opportunities. If the subcontract (except subcontracts to small business concerns) exceeds the applicable threshold specified in FAR 19.702(a) on the date of subcontract award, the subcontractor must include 52.219-8 in lower tier subcontracts that offer subcontracting opportunities.

(F) 52.222-21, Prohibition of Segregated Facilities (APR 2015).

(G) 52.222-26, Equal Opportunity (SEP 2016) (E.O. 11246).

(H) 52.222-35, Equal Opportunity for Veterans (JUN 2020) (38 U.S.C. 4212).

(I) 52.222-36, Equal Opportunity for Workers with Disabilities (JUN 2020) (29 U.S.C. 793).

(J) 52.222-40, Notification of Employee Rights Under the National Labor Relations Act (DEC 2010) (E.O. 13496). Flow down required in accordance with paragraph (f) of FAR clause 52.222-40.

(K) 52.222-41, Service Contract Labor Standards (AUG 2018) (41 U.S.C.

chapter 67).

(L) [ X] (1) 52.222-50, Combating Trafficking in Persons (NOV 2021) (22 U.S.C. chapter 78 and E.O. 13627).

[ ] (2) Alternate I (MAR 2015) of 52.222-50 (22 U.S.C. chapter 78 and E.O.

13627).

(M) 52.222-51, Exemption from Application of the Service Contract Labor Standards to Contracts for Maintenance, Calibration, or Repair of Certain Equipment-Requirements (MAY 2014) (41 U.S.C. chapter 67).

(N) 52.222-53, Exemption from Application of the Service Contract Labor Standards to Contracts for Certain Services-Requirements (MAY 2014) (41 U.S.C. chapter 67).

(O) 52.222-54, Employment Eligibility Verification (NOV 2021) (Executive

Order 12989).

(P) 52.222-55, Minimum Wages for Contractor Workers Under Executive Order 14026 (JAN 2022).

(Q) 52.222-62, Paid Sick Leave Under Executive Order 13706 (JAN 2022) (E.O. 13706).

(R) [ ] (1) 52.224-3, Privacy Training (Jan 2017) (5 U.S.C. 552a).

[ ] (2) Alternate I (Jan 2017) of 52.224-3.

(S) 52.225-26, Contractors Performing Private Security Functions Outside the United States (OCT 2016) (Section 862, as amended, of the National Defense Authorization Act for Fiscal Year 2008; 10 U.S.C. 2302 Note).

(T) 52.226-6, Promoting Excess Food Donation to Nonprofit Organizations. (JUN 2020) (42 U.S.C. 1792). Flow down required in accordance with paragraph (e) of FAR clause 52.226-6.

(U) 52.247-64, Preference for Privately Owned U.S.-Flag Commercial Vessels (NOV 2021) (46 U.S.C. 55305 and 10 U.S.C. 2631). Flow down required in accordance with paragraph (d) of FAR clause 52.247-64. (End of Clause)

R. 752.252-2 AIDAR CLAUSES INCORPORATED BY REFERENCE MAR 2015

This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the contracting officer will make their full text available. Also, the full text of all AIDAR solicitation provisions and contract clause is contained in the Code of Federal Regulations (CFR) located at 48 CFR chapter 7.

NUMBER TITLE AIDAR (48 CFR Chapter 7) DATE

752.202-1 Definitions- Supplement for USAID Contracts Involving JAN 1990 Performance Overseas

752.209-71 Organizational Conflicts of Interest Discovered After Award JUN 1993 752.211-70 Language and Measurement JUN 1992 752.222-71 Nondiscrimination JUN 2012 752.225-70 Source and Nationality Requirements FEB 2012 752.227-14 Rights in Data OCT 2007 752.228-3 Worker's compensation insurance (Defense Base Act) Deviation JUN 2022

752.7006 Notices APR 1984

752.7009 Marking JAN 1993

752.7013 Contractor-Mission Relationships (OCT 1989) DEVIATION JUNE 2018

752.7025 Approvals APR 1984

752.7038 Nondiscrimination against End-Users of Supplies or Services OCT 2016

[End of Attachment 1]

Attachment 2 – STATEMENT OF WORK (SOW)

A. TITLE

USAID/Southern Africa (USAID/SA) Organizational Development Contract

B. PURPOSE

The purpose of this contract is to directly support improvement of USAID/SA organizational health. Overall contract objectives are to:

● Enhance USAID/SA’s organizational culture, orienting new staff into the Mission’s values, behavioral, and performance expectations, while encouraging ongoing organizational development that builds capacity to change and achieve greater operational effectiveness.

● Increase staff effectiveness through deeper self-awareness and shared understanding of the Mission’s vision to foster the advancement of positive interpersonal and team dynamics.

● Strengthen leadership behaviors, skills, and approaches of all staff, to further exemplify USAID’s desire to develop and empower staff at all levels.

● Boost staff morale and cohesion through informal, off-site interaction.

● Increase staff awareness of and connection to key achievements, challenges, and milestones across the portfolio, celebrating progress and looking ahead to shared problem-solving to better achieve USAID/SA’s development objectives.

C. BACKGROUND

USAID/SA is one of the Agency’s largest regional missions (https://www.usaid.gov/southern-africa-regional), with approximately $450 million in assistance to Southern Africa in the areas of Democracy & Governance, Economic Growth, Health, HIV, Education, Energy, and Environment.

South Africa is the nexus for most of the region's trade, manufacturing, finance, and education.

There is a high degree of market concentration in South Africa and regional economies are deeply and critically linked to South Africa. Leveraging South Africa’s advanced level of development as a catalyst for regional growth and development remains fundamental. The Regional Development Cooperation Strategy is available here:

https://www.usaid.gov/southern-africa-regional/documents/rdcs-southern-africa.

As described in the tables below, USAID/SA staff is comprised of a variety of nationalities and hiring mechanisms. American Foreign Service Officers (FSOs) generally serve between 2 and 4 years maximum, leading to predictable but constant leadership changes. South African employees comprise the majority of the staff. The team also includes third country and US citizens hired under non-permanent hiring mechanisms. The combination of nationalities and hiring mechanisms creates a unique and complex organizational culture. The Mission’s ten offices include technical, support and oversight functions.

To achieve the organization’s goals, the below listed offices must operate in a highly collaborative, fast-paced environment with a high degree of change.

http://www.usaid.gov/southern-https://www.usaid.gov/southern-africa-regional/documents/rdcs-southern-africa

The inter-Agency context (USAID’s interaction with the State Department, Center for Disease Control (CDC) and other U.S. Government representatives), the complexity of the international development context and issues stemming from long histories of colonialism and apartheid in South Africa, all serve as further challenges.

Staffing numbers fluctuate depending on position vacancies, retirements and other factors. As follows is an approximate summary of USAID/SA offices based in Pretoria:

No. Pretoria Office Name Foreign Service Officers

South African Employees

Contractor/Non- Permanent Staff

Total

1. Front Office 3 3 0 6

2. Legal Office 3 2 0 5

3. Program Office 6 14 1 21

4. Executive Office 6 49 0 55

5.

Regional Office of Acquisition and Assistance

6 17 2 25

6.

Regional Financial Management Office

4 37 2 43

7.

Regional Environment, Education and Democracy Office

9 13 0 22

8.

Regional Economic Growth Office

1 7 0 8

9. Health Office 5 57 7 77

10.

Regional HIV & AIDS Program

2 13 4 19

TOTALS 45 212 16 281

Regional Offices: In addition to the Pretoria based staff total of 281, USAID/SA also serves the following client missions working throughout the region:

No Regional Office Name Total Staff

1 Power Africa 32

2 Prosper Africa 30

3 Angola 20

4 Botswana 23

5. Eswatini 16

6 Lesotho 15

7 Namibia 35

Total 171

The contractor may, starting in year 2, provide services to these regional offices.

Based upon experiences thus far as well as the current needs of the Mission, USAID/SA believes that periodic support in the area of organizational development at various levels – in support of individual, team and Mission-wide development – will yield enhanced performance through improved productivity, efficiency, collaboration, morale and staff retention.

In the past, USAID/SA has successfully organized Mission-wide retreats and workshops. An example is the USAID/SA Mission-wide retreat held in January 2020. This retreat brought together staff with the objective of enhancing self-awareness and interpersonal skills. The retreat also included a focus on ensuring a shared vision, sense of progress and achievements and acknowledgement of challenges in the development context.

The Mission, under the Mbombela staff empowerment program, has recently relaunched its mentorship program, invested in several Insights Discovery® Model Workshops to ensure collaboration and improved performance, introduced an executive coaching program for interested supervisors, and held an impactful weeklong leadership training workshop for roughly 40 staff members. USAID/SA is also finalizing a Federal Employee Viewpoint Survey Corrective Action Plan to address major concerns in the Mission.

D. SCOPE OF WORK

The contractor must complete the following activities in year 1 under CLIN 0001 FIXED PRICE:

(a) Data Collection and Analysis for Organizational Diagnostics The contractor must conduct critical pre-event data collection and analysis to serve as input for the annual retreat design using approaches to maximize value while minimizing staff time required to provide input. The contractor is expected to become familiar with the various efforts under Mbombela and help the team develop a shared vision and systemic approach to creating, managing, and connecting these tools. This may take the form of interviews, surveys, focus group discussions and/or other methods. USAID requires a consistent tool during the period of performance. It should relate to interpersonal, team, and mission organizational performance. The contractor must ensure that all staff complete surveys, teams and the mission receive a profile, and that they are fully briefed on it.

(b) Organizational Development Retreat In year one (1), The contractor must support a three-day organizational development retreat, which will combine plenary activities for all Pretoria-based staff, and breakout sessions for different thematic groupings of staff to be informed through the data collection process and the advice of the Mission. To maximize cost effectiveness, the retreat will also include concurrent team-level sessions tailored to the needs of each office and/or other team groupings. Activities will be further informed by pre- consultations with the “Mission Retreat Committee” (MRC) and diagnostics (see above).

In addition, through the organizational diagnostics, analysis, and discussion, the contractor must help the front office, each office, and Mbombela to develop action items to address challenges raised during the retreat.

Duration: 3 days, with the first retreat being held between November 2023 and January 2024 or thereabouts.

Location: The venue is most likely to be in Pretoria, South Africa or surrounding areas. The venue and audio-visual equipment will be provided by USAID/SA via a separate contract. The organizational development and audio visual/venue contractors will be responsible for coordinating any logistics required for set up, hosting and take down of the venue.

Approximate number of participants: 281 Pretoria-based staff plus six regional representatives (287 total) subject to minor fluctuations of up to 10 people

Agenda: Sessions must include, at a minimum, the activities described below. With prior approval of the COR, these activities can change in number, description and content to address information collected from diagnostic activities. From year to year, the contractor must build upon diagnostics and retreat outcomes. The contractor and COR will discuss and agree upon annual retreat agendas, shifting as necessary to incorporate lessons learned and emerging needs.

1. Utilization of the Insights Discovery® Model - USAID/SA generated staff profiles, team wheels and related resources; however, it seeks to consistently maximize the utilization of this tool, to generate personal and team effectiveness. This session must build upon the Insights model and utilize Insights Discovery-trained staff. The contractor will not conduct Insights Discovery assessment to determine staff insights colors. USAID has conducted these assessments with staff.

2. Development of a “USAID/SA Leadership Value/Charter” that outlines specific expectations for all Mission staff to fulfill the vision for a Mission where all voices are heard and valued. The contractor must facilitate an inclusive process that outlines a set of leadership values/behaviors or charter as a method of capturing, communicating, and monitoring performance around key behaviors that positively define expectations for staff. Note that the Mission expects to periodically assess performance against these values/behaviors (and accompanying sub-behaviors) and specifically gauge gaps (for skill-building or other support) and progress in demonstrating and achieving these values/behaviors. These values/behaviors will provide a road map for Mbombela and should be discussed and reviewed in subsequent retreats.

3. Review of organizational diagnostics results, to be taken and provided prior to the retreat at a Mission and office level.

4. Facilitation of a fun session that is light-hearted but allows staff to learn more about each other and the complex Mission and organization.

5. Facilitation of an advanced-level cross-cultural session catered to a diverse, educated group of international development experts especially from the United States and South Africa. Facilitators selected by the contractor should represent and emphasize the diversity of South Africa.

6. Facilitation of a session exploring best practices to deliver and receive constructive feedback and conduct difficult conversations as part of performance management.

7. The creation of action items based on the results of the organizational diagnostics and discussion, as well as any other individual or shared commitments made during the retreat itself, to facilitate follow-up.

8. Facilitating a frank but positive/constructive dialogue among staff, with an emphasis on problem-solving, individual responsibility and empowerment.

9. Creating a clear link from the investment and activities related to organizational development and effectiveness, and the achievement of USAID’s development objectives in South Africa.

(c) Annual Retreat Evaluation:

With guidance from the Mission Retreat Committee, develop, implement and analyze the results of an organizational development retreat evaluation tool. The aim of this tool will be to capture staff impressions and experiences to inform future organizational development sessions, but also inform Mission leadership of key issues that are identified in retreat sessions.

Collection of evaluations must ensure anonymity of the person completing the evaluation.

(d) Mid-year Office-specific or Cross-office Check-in Facilitation:

The contractor will facilitate check-in sessions with each office or a combination of offices, including the front office and Mbombela around the halfway point between annual retreats.

The facilitator will lead discussions on results of the previous retreat and help each team address action items, as appropriate.

(e) Organizational development Ad-Hoc Support:

The contractor must provide up to 30 days annually of ad-hoc organizational development services to offices across the mission. If the ad-hoc services are required, the COR will send a brief email request to the contractor highlighting the kind of support required. Within 8 business hours, the contractor must respond with an estimated amount of LOE required and request number. All requests for ad-hoc support must be confirmed by the COR, prior to the start of the engagement. Ad hoc requests could include, but are not limited to responding to requests from offices to support shifts in roles and responsibilities of staff (organization chart changes), orienting new staff, resolving issues raised by staff, etc.

Time and Material CLINs 0002-0005 for years 2-5 of the contract:

In years 2-5 of the contract, the contractor should provide similar services as outlined above under the fixed price CLIN 0001.

Services will be provided as requested by the Government through either the COR or the CO via a structured process that will be determined by the parties after award.

E. COORDINATION

The COR will provide primary administrative oversight for the contract. To supplement this administrative oversight, the Mission will convene a Mission Retreat Committee composed of employees from all levels of the organization and hiring mechanisms to assist the contractor in designing the retreat. The MRC will provide guidance and insight into the mission’s dynamics and organizational diagnostics and provide ongoing input for quality assurance and to maximize tailoring to meet the Mission’s needs. The MRC will be formed prior to commencement of work on any planned sessions by the facilitators.

The MRC will be responsible for reviewing, vetting and approving all deliverables in a timely manner. The COR, as chair of this team, will provide an approval and/or comments within 10 business days of receipt. Other ad hoc or working committees may be established for other services provided by the contractor as determined by the MRC and Executive Office. In addition, facilitators may be asked to collaborate specifically with other Mission service providers, as appropriate.

The contractor is required to present to the MRC and Front Office both during the planning process and post retreat/check in. Presentations should be in PowerPoint and following a format and structure agreed upon with the COR.

[End of Attachment 2]

Attachment 3 – INSTRUCTIONS TO OFFERORS & EVALUATION CRITERIA

A. FAR CLAUSES

52.252-1 Solicitation Provisions Incorporated by Reference FEB 1998

This solicitation incorporates one or more solicitation provisions by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. The offeror is cautioned that the listed provisions may include blocks that must be completed by the offeror and submitted with its quotation or offer.