Solicitation No. 95332420Q0004_Signed.pdf

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

1. REQUISITION NUMBER PAGE 1 OF

2. CONTRACT NO. 3. AWARD/EFFECTIVE

DATE

4. ORDER NUMBER 5. SOLICITATION NUMBER 6. SOLICITATION ISSUE

DATE

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME b. TELEPHONE NUMBER (No collect calls)

8. OFFER DUE DATE/

LOCAL TIME

9. ISSUED BY

13b. RATING

14. METHOD OF SOLICITATION

CODE

15. DELIVER TO 16. ADMINISTERED BY CODE

18a. PAYMENT WILL BE MADE BY CODE 17a. CONTRACTOR/

OFFEROR

CODE

FACILITY

CODE

CODE

TELEPHONE NO.

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN

OFFER

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK

BELOW IS CHECKED

RFQ IFB RFP

SEE ADDENDUM

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

(Use Reverse and/or Attach Additional Sheets as Necessary)

25. ACCOUNTING AND APPROPRIATION DATA 26. TOTAL AWARD AMOUNT (For Govt. Use Only)

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

DELIVER ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY

ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED

29. AWARD OF CONTRACT: REF.

DATED . YOUR OFFER ON SOLICITATION

(BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

30a. SIGNATURE OF OFFEROR/CONTRACTOR

30b. NAME AND TITLE OF SIGNER (Type or print) 30c. DATE SIGNED

31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

31b. NAME OF CONTRACTING OFFICER (Type or print)

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND

OFFER

13a. THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

SEE SCHEDULE

12. DISCOUNT TERMS

ARE ARE NOT ATTACHED

ARE ARE NOT ATTACHED

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA

11. DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

10. THIS ACQUISITION IS UNRESTRICTED OR SET ASIDE: % FOR:

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

WOMEN-OWNED SMALL

BUSINESS (WOSB)

ECONOMICALLY

DISADVANTAGED

WOMEN-OWNED SMALL

BUSINESS (EDWOSB)

8 (A)

NAICS:

SIZE STANDARD:

STANDARD FORM 1449 (REV. 3/2005) BACK

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED:

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE

41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42a. RECEIVED BY (Print)

42b. RECEIVED AT (Location)

42c. DATE REC'D (YY/MM/DD) 42d. TOTAL CONTAINERS

40. PAID BY

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f. TELPHONE NUMBER OF AUTHORZED GOVERNMENT REPRESENTATIVE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

33. SHIP NUMBER 34. VOUCHER NUMBER 35. AMOUNT VERIFIED

CORRECT FOR

PARTIAL FINAL

37. CHECK NUMBER

38. S/R ACCOUNT NO. 39. S/R VOUCHER NUMBER

36. PAYMENT

COMPLETE PARTIAL FINAL

95332420Q0004

TABLE OF CONTENTS:

Listing of Incorporated Purchase Requisitions Section B - Supplies or Services and Prices/Costs Section C - Description/Specifications/Work Statement Section D - Packaging and Marking Section E - Inspection and Acceptance Terms Section F - Delivery or Performance Section G - Contract Administration Data Section H - Special Contract Requirements Section I - Contract Clauses Section J - List of Documents, Exhibits, and other Attachments Section K - Representations, Certifications, and Other Statements of Offerors Section L - Instructions, Conditions and Notices to Offerors Section M - Evaluation Factors for Award

Listing of Incorporated Purchase Requisitions

Incorporated Purchase Requisition Numbers:

DPE-PR-20-0007

Section B - Supplies or Services and Prices/Costs

Item Number Base Item Number

Supplies/Services Quantity Unit

0001 Base Period: Review Guidance, Develop Test Site, Public Platform

Launch

1 LT

Contract Type:Time and Materials Unit Price

Other Direct Costs Extended Price

Description:

BASE PERIOD DELIVERABLES: Task 1.1 (Round 1) - Review of Guidelines, tools and templates for Data Management (Restricted-Access Data Request Forms in line with Paperwork Reduction Act, Checklist for Contractors; Breach/Spill Protocol, etc.) and Task 2.1 - Development of Test Site with example materials and Public Platform Launched

Purchase Requisitions DPE-PR-20-0007

DPE-PR-20-0007

IDC Type: Not Applicable

Supplies/Services Quantity Unit

0002 Base Period: Annual Report 1 LT Contract Type:Firm Fixed Price

Unit Price Extended Price

Description:

BASE PERIOD DELIVERABLE: Task 2.1 - Annual Report on IT System and Security Plan

Purchase Requisitions naranjoj Highlight

Supplies/Services Quantity Unit

0003 Base Period: Virtual Data Enclaves and Data Transfer

15 EA

Contract Type:Firm Fixed Price Unit Price

Extended Price

Description:

BASE PERIOD DELIVERABLES: Task 2.2 - Restricted-Access Virtual Data Enclaves (15 data packages) and Task 2.3 - 50% Existing Data Transfer to new Data Platform

Supplies/Services Quantity Unit

0004 Base Period: Data Packages 1 LT Contract Type:Time and Materials

Unit Price Other Direct Costs

Extended Price

Description:

BASE PERIOD DELIVERABLE: Task 3.1 - Prepare/Review Data Packages (2-3 in Year 1)

Supplies/Services Quantity Unit

1001 Option Period 1: Review Guidelines 1 LT Contract Type:Time and Materials

Unit Price Other Direct Costs

Extended Price naranjoj Highlight naranjoj Highlight

Description:

OPTION 1 DELIVERABLE: Task 1.1 (Round 2) - Review of Guidelines, tools and templates for Data Management (Restricted-Access Data Request Forms in line with Paperwork Reduction Act, Checklist for Contractors;

Breach/Spill Protocol, etc.)

Purchase Requisitions

Option:

Option Time Date: 3/30/21 Option Time Duration: 364 Option Time Units: Days

Supplies/Services Quantity Unit

1002 Option Period 1: Training, Platform Maintenance, and Annual Report

1 LT

Contract Type:Firm Fixed Price Unit Price

Extended Price

Description:

OPTION 1 DELIVERABLES: Task 1.1 (Round 1) - Training Materials and Delivery (one in-person or 1-2 webinars/online training courses); Task 2.1 - Public Data Platform Maintenance; and Task 2.1 - Annual Report on IT System and Security Plan

Purchase Requisitions

Option:

Option Time Date: 3/30/21 Option Time Duration: 364

Supplies/Services Quantity Unit

1003 Option Period 1: Virtual Data Enclaves and Data Transfer

3 EA

Contract Type:Firm Fixed Price Unit Price

Extended Price naranjoj Highlight

Description:

OPTION 1 DELIVERABLES: Task 2.2 - Restricted-Access Virtual Data Enclaves (2-3); and Task 2.3 - 50% Existing Data Transfer to new Data Platform

Purchase Requisitions

Option:

Option Time Date: 3/30/21 Option Time Duration: 364

Supplies/Services Quantity Unit

1004 Option Period 1: Data Upload/Maintenance and Data

Packages

Contract Type:Time and Materials Unit Price

Other Direct Costs Extended Price

Description:

OPTION 1 DELIVERABLES: Task 2.3 - Restricted Data Upload and Maintenance; Task 3.1 - Prepare/Review Data Packages (10-15)

Purchase Requisitions

Option:

Option Time Date: 3/30/21 Option Time Duration: 364

Supplies/Services Quantity Unit

2001 Option Period 2: Training, Platform Maintenance, and Annual Report

1 LT

Contract Type:Firm Fixed Price Unit Price

Extended Price naranjoj Highlight

Description:

OPTION 2 DELIVERABLES: Task 1.1 (Round 2) - Training Materials and Delivery (one in-person or 1-2 webinars/online training courses); Task 2.1 - Public Data Platform Maintenance; and Task 2.1 - Annual Report on IT System and Security Plan

Purchase Requisitions

Option:

Option Time Date: 3/30/22 Option Time Duration: 364

Supplies/Services Quantity Unit

2002 Option Period 2: Virtual Data Enclaves

3 EA

Contract Type:Firm Fixed Price Unit Price

Extended Price

Description:

OPTION 2 DELIVERABLE: Task 2.2 - Restricted-Access Virtual Data Enclaves (2-3)

Purchase Requisitions

Option:

Option Time Date: 3/30/22 Option Time Duration: 364

Supplies/Services Quantity Unit

2003 Option Period 2: Data Upload/Maintenance and Data

Packages

Contract Type:Time and Materials Unit Price

Other Direct Costs Extended Price naranjoj Highlight

Description:

OPTION 2 DELIVERABLES: Task 2.3 - Restricted Data Upload and Maintenance; Task 3.1 - Prepare/Review Data Packages (10-15)

Purchase Requisitions

Option:

Option Time Date: 3/30/22 Option Time Duration: 364

Supplies/Services Quantity Unit

3001 Option Period 3: Training, Platform Maintenance, and Annual Report

1 LT

Contract Type:Firm Fixed Price Unit Price

Extended Price

Description:

OPTION 3 DELIVERABLES: Task 1.1 (Round 3) - Training Materials and Delivery (one in-person or 1-2 webinars/online training courses); Task 2.1 - Public Data Platform Maintenance; and Task 2.1 - Annual Report on IT System and Security Plan

Purchase Requisitions

Option:

Option Time Date: 3/30/23 Option Time Duration: 365

Supplies/Services Quantity Unit

3002 Option Period 3: Virtual Data Enclaves

3 EA

Contract Type:Firm Fixed Price Unit Price

Extended Price

Description:

OPTION 3 DELIVERABLE: Task 2.2 - Restricted-Access Virtual Data Enclaves (2-3) naranjoj Highlight

Purchase Requisitions

Option:

Option Time Date: 3/30/23 Option Time Duration: 365

Supplies/Services Quantity Unit

3003 Option Period 3: Data Upload/Maintenance and Data

Packages

1 LT

Contract Type:Time and Materials Unit Price

Other Direct Costs Extended Price

Description:

OPTION 3 DELIVERABLES: Task 2.3 - Restricted Data Upload and Maintenance; Task 3.1 - Prepare/Review Data Packages (10-15)

Purchase Requisitions

Option:

Option Time Date: 3/30/23 Option Time Duration: 365

Supplies/Services Quantity Unit

4001 Option Period 4: Training, Platform Maintenance, and Annual Report

1 LT

Contract Type:Firm Fixed Price Unit Price

Extended Price

Description:

OPTION 4 DELIVERABLES: Task 1.1 (Round 4) - Training Materials and Delivery (one in-person or 1-2 webinars/online training courses); Task 2.1 - Public Data Platform Maintenance; and Task 2.1 - Annual Report on IT System and Security Plan

Purchase Requisitions naranjoj Highlight

Option:

Option Time Date: 3/30/24 Option Time Duration: 364

Supplies/Services Quantity Unit

4002 Option Period 4: Virtual Data Enclaves

3 EA

Contract Type:Firm Fixed Price Unit Price

Extended Price

Description:

OPTION 4 DELIVERABLE: Task 2.2 - Restricted-Access Virtual Data Enclaves (2-3)

Purchase Requisitions

Option:

Option Time Date: 3/30/24 Option Time Duration: 364

Supplies/Services Quantity Unit

4003 Option Period 4: Data Upload/Maintenance and Data

Packages

Contract Type:Time and Materials Unit Price

Other Direct Costs Extended Price

Description:

OPTION 4 DELIVERABLES: Task 2.3 - Restricted Data Upload and Maintenance; Task 3.1 - Prepare/Review Data Packages (10-15)

Purchase Requisitions

Option:

Option Time Date: 3/30/24 Option Time Duration: 364 naranjoj Highlight

Clauses incorporated by reference

None

Clauses incorporated by full text

DPE IE Section B DPE IE Section B

B.1. FAR 52.216-1 -- Type of Contract (APR 1984)

The Government contemplates award of a hybrid type contract consisting of time-and-materials (T&M) and Firm Fixed Price (FFP) contract line items (CLINs) resulting from this solicitation.

B.2. Funding Type

This contract will be funded, at the time of award, with no-year funding. As such, funding obligated to this contract may be used during the life of the contract.

B.3. Budget

The estimated budget for the Base Period and all option periods is $1,925,533.00.

B.4. Limitation of Funds -- Incrementally Funded Contracts

In accordance with clause MCC 52.232-72, "Limitation of Funds -- Incrementally Funded Contracts," funds in the amount of [TBD] have been allotted to this contract. It is contemplated that funds now obligated under this contract will cover the work to be performed until [TBD]. If the contractor considers the funds obligated under this contract to be insufficient to cover the work to be performed until the date specified herein, or another date agreed to by the parties, the contractor shall notify the contracting officer in writing and indicate the date on which it expects expended funds to approximate 75 percent of the total amount obligated. The notice shall state the estimated amount of additional funds required to continue performance through the date for which incremental funds are provided.

The Contractor shall not perform work on the contract which exceeds the total amount actually allotted by the Government to the contract. The Government is not obligated to reimburse the Contractor for costs incurred in excess of the total amount allotted by the Government to this contract. The contractor assumes the risk for any increased costs beyond what the Government obligates.

B.5. Labor Rates and Other Direct Costs (ODCs)

This will be a hybrid type contract with time and materials (T&M) and firm-fixed-price (FFP) line items (CLINs); for the FFP CLINs, the Contractor will be paid at agreed-upon payment milestones per Section F.3.

For T&M CLINs: Labor rates at the inception of a contract period will carry through as "fixed-price" without adjustment for the life of that contract period. Hours by labor category and pricing under ODCs are estimates only and may be increased/decreased as necessary for successful completion of the contract requirements, as approved by the COR/PM.

However, the contractor's expenditures at any given point shall not exceed the total obligated amount or the total ceiling price for this contract as specified below.

Using the template below, Offerors must include all proposed labor categories, fully-burdened hourly rates and Other Direct Costs (ODCs) for each T&M CLIN identified above. For FFP CLINs, Offerors must propose a lump sum and/or unit price as specified in the tables below.

PRICING SUMMARY PER CONTRACT PERIOD

Base Option 1 Option 2 Option 3 Option 4 TOTAL

Total Labor Hours*

Total Labor Costs* $ - $ - $ - $ - $ - $ -

Total ODCs* $ - $ - $ - $ - $ - $ -

Total FFP $ - $ - $ - $ - $ - $ -

Total Est. Cost $ - $ - $ - $ - $ - $ -

*For T&M CLINs only.

Base Period (CLIN 0001) – Review Guidance, Develop Test Site, Public Platform Launch

Item # Description* U/I Qty Rate Total

LABOR – Time and Material (T&M)

0001 hr.

hr.

hr.

hr.

Total Labor Hours - -

Labor Sub-Total

ODCs

ODC Sub-Total

Total Estimated Value, CLIN 0001 (Base Period)

Base Period (CLIN 0002) – Annual Report

Item # Description Qty Price Total

Firm Fixed Price (FFP)

0002 Annual Report on IT System and Security

Plan

Total FFP, CLIN 0002 (Base Period)

Base Period (CLIN 0003) – Virtual Data Enclaves and Data Transfer

Item # Description Qty Rate Total

Firm Fixed Price (FFP)

0003 Restricted-Access Virtual Data Enclaves

50% (1) Existing Data Transfer to new Data

Platform

Total FFP, CLIN 0003 (Base Period)

Base Period (CLIN 0004) – Data Packages (Task 3.1)

Item # Description* U/I Qty Rate Total

LABOR – Time and Material (T&M)

0004 hr.

hr.

hr.

hr.

Total Labor Hours - -

Labor Sub-Total

ODCs

ODC Sub-Total

Total Estimated Value, CLIN 0004 (Base Period)

Option Period 1 (CLIN 1001) – Review Guidelines

Item # Description* U/I Qty Rate Total

LABOR – Time and Material (T&M)

1001 hr.

hr.

hr.

hr.

Total Labor Hours - -

Labor Sub-Total

ODCs

ODC Sub-Total

Total Estimated Value, CLIN 1001 (Option Period 1)

Option Period 1 (CLIN 1002) – Training, Platform Maintenance, and Annual Report

Item # Description Qty Price Total

Firm Fixed Price (FFP)

1002 Round 1 – Training Materials and Delivery (one in-person or 1-2 webinars/online training courses);

Public Data Platform Maintenance; and

Annual Report on IT System and Security

Plan

Total FFP, CLIN 1002 (Option Period 1)

Option Period 1 (CLIN 1003) – Virtual Data Enclaves and Data Transfer

Item # Description Qty Price Total

Firm Fixed Price (FFP)

1003 Restricted-Access Virtual Data Enclaves

50% Existing Data Transfer to New Data

Platform

Total FFP, CLIN 1003 (Option Period 1)

Option Period 1 (CLIN 1004) – Data Upload/Maintenance and Data Packages

Item # Description* U/I Qty Rate Total

LABOR – Time and Material (T&M)

1004 hr.

hr.

hr.

hr.

Total Labor Hours - -

Labor Sub-Total

ODCs

ODC Sub-Total

Total Estimated Value, CLIN 1004 (Option Period 1)

Option Period 2 (CLIN 2001) – Training, Platform Maintenance, and Annual Report

Item # Description Qty Price Total

Firm Fixed Price (FFP)

2001 Round 2 – Training Materials and Delivery (one in-person or 1-2 webinars/online training courses);

Public Data Platform Maintenance; and

Annual Report on IT System and Security

Plan

Total FFP, CLIN 2001 (Option Period 2)

Option Period 2 (CLIN 2002) – Virtual Data Enclaves

Item # Description Qty Price Total

Firm Fixed Price (FFP)

2002 Restricted-Access Virtual Data Enclaves

Total FFP, CLIN 2002 (Option Period 2)

Option Period 2 (CLIN 2003) – Data Upload/Maintenance and Data Packages

Item # Description* U/I Qty Rate Total

LABOR – Time and Material (T&M)

2003 hr.

hr.

hr.

hr.

Total Labor Hours - -

Labor Sub-Total

ODCs

ODC Sub-Total

Total Estimated Value, CLIN 2003 (Option Period 2)

Option Period 3 (CLIN 3001) – Training, Platform Maintenance, and Annual Report

Item # Description Qty Price Total

Firm Fixed Price (FFP)

3001 Round 3 – Training 1

Materials and Delivery (one in-person or 1-2 webinars/online training courses);

Public Data Platform Maintenance; and

Annual Report on IT System and Security

Plan

Total FFP, CLIN 3001 (Option Period 3)

Option Period 3 (CLIN 3002) – Virtual Data Enclaves

Item # Description Qty Price Total

Firm Fixed Price (FFP)

3002 Restricted-Access Virtual Data Enclaves

Total FFP, CLIN 3002 (Option Period 3)

Option Period 3 (CLIN 3003) – Data Upload/Maintenance and Data Packages

Item # Description* U/I Qty Rate Total

LABOR – Time and Material (T&M)

3003 hr.

hr.

hr.

hr.

Total Labor Hours - -

Labor Sub-Total

ODCs

ODC Sub-Total

Total Estimated Value, CLIN 3003 (Option Period 3)

Option Period 4 (CLIN 4001) – Training, Platform Maintenance, and Annual Report

Item # Description Qty Price Total

Firm Fixed Price (FFP)

4001 Round 4 – Training Materials and Delivery (one in-person or 1-2 webinars/online training courses)

Public Data Platform

Maintenance

Annual Report on IT System and Security

Plan

Total FFP, CLIN 4001 (Option Period 4)

Option Period 4 (CLIN 4002) – Virtual Data Enclaves

Item # Description Qty Price Total

Firm Fixed Price (FFP)

4002 Restricted-Access Virtual Data Enclaves

Total FFP, CLIN 4002 (Option Period 4)

Option Period 4 (CLIN 4003) – Data Upload/Maintenance and Data Packages

Item # Description* U/I Qty Rate Total

LABOR – Time and Material (T&M)

4003 hr.

hr.

hr.

hr.

Total Labor Hours - -

Labor Sub-Total

ODCs

ODC Sub-Total

Total Estimated Value, CLIN 4003 (Option Period 4)

*NOTE: A job description shall be included for each T&M labor category proposed. The job description must identify essential and non-essential tasks that are assigned to a specific position. It must also identify reporting relationships and shall also describe required qualifications, minimum requirements, working conditions and desirable qualifications.

(End of SECTION B)

Section C - Description/Specifications/Work Statement

SECTION C DESCRIPTION/SPECIFICATION OF WORK

C.1. Introduction and Background

The Millennium Challenge Corporation (MCC) is committed to delivering sustainable economic growth and poverty reduction throughout the entire lifecycle of its investments. MCC's evidence-based approach is rooted in that mission, and its comprehensive results framework seeks to measure, collect and report on the outputs, outcomes, and impacts of MCC investments. MCC's Monitoring and Evaluation (M&E) Policy is designed to help MCC and its partners estimate, track and evaluate the impacts of its programs using technically rigorous, systematic, and transparent methods. It is predicated on the principles of accountability, transparency, and learning:

• Accountability refers to the obligation to report on and accept responsibility for all funded activities and attributable outcomes.

• Transparency refers to MCC's obligation to disclose these findings in a public and transparent manner and share the information (microdata and reports) generated in the implementation and evaluation of its compacts and threshold programs.

• Learning refers to MCC's commitment to improving the understanding of the causal relationships and effects of its interventions, particularly in terms of poverty reduction and growth, and to facilitating the integration of monitoring and evaluation findings in the design, implementation, analysis, and measurement of current and future interventions.

In 2013, MCC launched the Evaluation Catalog (https://data.mcc.gov/evaluations/index.php/catalog/) to facilitate achievement of these objectives by creating a platform to:

• Transparently share the knowledge products of the independent evaluation portfolio, including the evaluation Design Reports, Baseline Reports, and Interim/Final Analysis Reports, as well as other corresponding documentation such as Questionnaires, Informed Consents, and other Transparency Statements.

• Facilitate access to the data underlying the independent evaluation Analysis Reports for (i) computational reproducibility and (ii) broader knowledge generation beyond original evaluation analysis.

While MCC is committed to open data and transparency, MCC also recognized the need to balance transparency with proper, ethical management of this data – particularly data that includes personally identifiable and sensitive data. For many MCC research-related activities – such as its rigorous monitoring, evaluation, and economic analysis activities – this creates the need for careful consideration of data management and access practices (to date, this has mostly related to independent evaluation data, but has also included recent economic analysis surveys). In 2014, MCC established its Data Management Guidelines (https://data.mcc.gov/evaluations/index.php/catalog/155) for the ethical management and dissemination of its research-related data on the Evaluation Catalog.

In accordance with these guidelines, this data is securely transferred to MCC from research contractors to MCC headquarters via MCC's Secure File Transfer system for storage in a secure, centralized location. MCC's contractors prepare and the MCC Disclosure Review Board (DRB) reviews 15-17 data packages per year for dissemination. Over the past 5 years, MCC has identified 2-3 data packages per year (total 15 data packages) that can only be released on a strict restricted-access basis to protect confidentiality as per regulations, such as the Federal Policy for the Protection of Human Subjects ( https://www.hhs.gov/ohrp/regulations-and-policy/regulations/common-rule/index.html).

Through this contract, MCC seeks to address three primary gaps in the Evaluation Catalog platform and other data activities that inhibit efficient knowledge product and data dissemination:

1. The Evaluation Catalog platform requires improved functionality for searchability, shareability, citation, and monitoring and analyzing use of the platform and its products – both documentation and data.

2. The Evaluation Catalog platform requires a function for differential data access – public use to de-identified data, restricted-access use to identifiable data, and virtual data enclave (VDE) access to statistical data.

3. MCC requires additional technical services to support the preparation and review of data packages prior to dissemination – both public-use and restricted-access – for improved data accessibility that still maintains ethical data management standards.

https://www.mcc.gov/resources/doc/policy-for-monitoring-and-evaluation

C.2. Scope

The Contractor will provide technical services in three areas: (i) development and delivery of tools and training for internal and external data management, (ii) development and maintenance of new external facing platform that meets new specifications and allows for differential data access, and (iii) review and preparation of data packages for public and restricted-access dissemination.

C.3. MCC Policy and Roles

A. M&E Policy and Provision of Data. The Contractor should be aware of MCC's Monitoring and Evaluation (M&E) Policy ( https://www.mcc.gov/resources/doc/policy-for-monitoring-and-evaluation), as well as MCC's legal requirements for open data and public documentation, as defined in the Foreign Aid Accountability and Transparency Act, and the Evidence-based Policy Act. Based on the 1991 DAC Principles for Evaluation of Development Assistance, MCC's M&E Policy requires independent evaluations of each MCC project. MCC's implementation of this independence policy adheres to these principles, especially the following: "impartiality and independence will best be achieved by separating the evaluation function from the line management responsible for planning and managing development assistance." (P.6.) The accessibility of data underlying independent evaluator analysis is critical for demonstrating the credibility and independence of the analysis, and it is required under relevant legislation.

B. MCC Roles and Responsibilities: The MCC plays a critical role in managing its independent evaluation portfolio and associated data activities. MCC will be responsible for oversight of the Contractor, including the following specific responsibilities (For further detail see Section J: Data Management Guidelines):

1. Lead authorship of and revisions to the MCC Data Management Guidelines;

2. Lead management of platform including producing and editing metadata, uploading documentation, and uploading

DRB cleared data packages;

3. Oversee preparation of public-use and restricted-access data that ensures appropriate balance of maximizing data usability and replicability, and adherence to promises of confidentiality; and

4. Participate in decisions related to external requests for access to restricted-access data files.

C.4. Tasks

Tools, Training, and Platform Tasks: Tasks 1.1 and 2.1

Task 1.1: Develop Tools and Training

• In the first six months of the Base Period, the Contractor will conduct a review of, and recommendations to, MCC on its Transparent, Reproducible, and Ethical Data and Documentation (TREDD) Guidelines. This review will inform revisions to the Guidelines, with an eye to improved data security during collection, storage, and transfer and improved process for data preparation, access to, and management of restricted-access data. In addition, the revision will require attention to establishing an appropriate and complete response (internal and external) for data spills or breaches.

o MCC will retain authorship over the Guidelines and use input from the Contractor to inform necessary revisions.

o Based on what is proposed for Task 2.1 platform and restricted-access data management solutions, the Contractor may also lead authorship for the section on restricted-access data management.

• Upon completion of the platform, the Contractor will lead one public presentation of the external facing platform at MCC headquarters in Washington, DC.

• Starting in Option Year 1, the Contractor will develop and deliver training materials for MCC and its partners (MCAs, government stakeholders, implementing partners) on internal and external data management best practices.

o Training and tools should be developed to reach as wide an audience as possible to be cost-effective. For example, training may need to be video-recorded to be shared with country offices.

o MCC anticipates a single in-person training at MCC headquarters in DC or 1-2 webinars per year.

o Content will focus on Contractor input into the Guidelines, particularly related to data preparation and restricted-data management. Each training product is expected to be no longer than 3 hours.

Task 2.1: External Facing Platform – Development, Testing, and Maintenance http://www.oecd.org/dac/evaluation/dcdndep/45438179.pdf

The Contractor will develop, test, launch, and maintain an improved external facing platform for disseminating MCC (i) data and (ii) knowledge products – such as Design Reports, Baseline Reports, Questionnaires, Interim and Final Reports, and Evaluation Briefs.

The platform must be built with the following end users in mind:

1. US Congress, staffers, and general public – To meet key transparency and accountability objectives, MCC must disseminate the independent evaluation knowledge products paid by US taxpayer dollars through an efficient and effective mechanism; and

2. Country partners – To meet key accountability and learning objectives, MCC must disseminate the independent evaluation knowledge products to country partners, including government stakeholders and implementing entities.

3. Academic researchers, faculty, and students – To meet learning objectives, MCC must disseminate the independent evaluation knowledge products in a way that maximizes reach within the academic community to facilitate reproducibility efforts and analysis beyond the original objectives of the evaluation, as feasible.

The platform must include the following external facing features:

1. Searchability/Filterability – This requires a function that allows new users to search by at least two units: by study type (evaluations, economic analysis, others) and by types of products (Final Reports, Interim Reports, baseline data, questionnaires). This requires filters known users care about, including: Program Name, Program Status, Evaluation Status, Evaluation Type, Evaluation Methodology, Report type (Design, Baseline, Interim, Final, and Evaluation Brief), Sector, Topic, and Region.

2. Standardized Data and Document Citation – Currently documents and data in the Evaluation Catalog are uploaded as attachments and do not have the ability to appropriately and individually cite individual product (reports, dataset, etc.).This requires automatically generating Digital Object Identifier (DOI) and citation that is standard across MCC knowledge products on the platform.

3. Shareability – Currently documents and data in the Evaluation Catalog are uploaded as attachments and do not have the ability to directly and easily share each individual product (reports, dataset, etc.). Improved shareability requires ability to directly share and promote on social media such as Facebook, Twitter, other.

4. Accessibility – Document and data dissemination and metadata must comply with Section 508 and with the Electronic and Information Technology (EIT) Accessibility Standards.

5. Measurement and Tracking – This requires a function that allows MCC to track/measure usage of individual knowledge products.

6. Data Types – The platform must be able to properly hold geospatial and statistical data files from program including: ESRI, R, SAS, SPSS, and Stata. It must also be able to support document files, such as: Adobe Acrobat and Microsoft Office. Periodic reviews should be conducted to determine if new software should be added.

7. Differential Data Access – MCC requires the platform to include the functionality of differential data access – direct/public (majority of data files) and restricted-access. In this way, any new user to the platform should know about the data access level(s) available and their access requirements.

The platform must include the following specifications:

1. The Contractor must propose a majority contractor-owned, contractor-operated platform solution. Any services that are not hosted by the vendor should be clearly identified in the proposal along with expectations for MCC staff and relevant skills required to implement.

2. Integration and connectivity to other MCC and US Government systems – The Contractor will develop the platform in accordance with OMB Memorandum M-05-04, Policies for Federal Agency Public Websites (updated memo November 8, 2016 - https://www.whitehouse.gov/sites/whitehouse.gov/files/omb/memoranda/2017/m-17- 06.pdf). The following must be considered:

a. Contractor must ensure a consistent look across websites – this requires coordination between MCC and the Contractor on the design of the platform to align with www.mcc.gov.

b. Contractor must ensure platform aligns with Data.gov to harvest the meta-data and public-use data uploaded into the platform. Contractor must develop and deploy a publicly available .json file consistent with the guidance from data.gov (https://project-open-data.cio.gov/). The json should be automatically updated as new files are added to the catalog or existing metadata changed. The json should use the schema documented at Project Open Data: https://project-open-data.cio.gov/v1.1/schema/. An example of an MCC json file is available here for reference: https://data.mcc.gov/data.json.

http://www.mcc.gov

c. Contractor must ensure platform is developed in a way that maintains compliance with OMB Memorandum M-08-23, Securing the Federal Government's Domain Name System Infrastructure, and any future updates to identity, credentialing, and access management policy.

d. A contractor-hosted solution must use an mcc.gov domain (to be coordinated with MCC's technical staff).

The requirement to use only approved government domains does not apply in circumstances where the agency is a user or a customer of a third-party website or service that resides on a non-governmental domain.

i. Contractor must maintain https://data.mcc.gov/evaluations/index.php/catalog as the URL for accessing the platform.

e. The Contractor must ensure MCC is able to participate in the General Service Administration's (GSA) Digital Analytics Program (DAP) and deploy the DAP tracking code for this platform. The DAP provides agencies with free quantitative analytics to inform website management. Participation in the DAP does not preclude agencies from using other analytics programs.

f. Contractor must ensure use of web measurement and customization technologies comply with OMB Memorandum M-10-22, Guidance for Online Use of Web Measurement and Customization Technologies.

g. Contractor must align with OMB additional guidance, Social Media, Web-Based Interactive Technologies, and the Paperwork Reduction Act, and Flexibilities under the Paperwork Reduction Act for Compliance with Information Collection Requirements, to clarify the PRA with respect to its existing flexibilities and various types of social media and collaborative technologies that can further help agencies get feedback from users.

h. Contractor must ensure platform contains a search function that allows users to easily search content intended for public use. GSA maintains a search solution that meets this requirement and that is available to all agencies at http://search.digitalgov.gov.

i. Contractor must ensure that all content intended for public use on the platform can be indexed and searched by commonly used commercial search engines. This content includes, but is not limited to, datasets, reports, evaluation documentation, and other knowledge products.

j. Contractor must provide a public two-way feedback mechanism available via the platform and www.mcc.gov.

k. Contractor must ensure responsive design that allows users on non-desktop devices equivalent access to Government information.

l. Contractor must coordinate with MCC to post Privacy Policies on the platform. The platform post a link to MCC's Privacy Policy on any known, major entry points to the website as well as any webpage that collects PII. This requirement does not apply to internal agency activities (such as on intranets or online interactions that do not involve the public).

m. A privacy notice must be provided on the platform, whenever feasible, where a Privacy Act statement is not required but members of the public could nonetheless provide PII to the agency using an online interface. The privacy notice should include a brief description of the agency's practices with respect to the PII that the agency is collecting, maintaining, using, or disseminating.

n. Contractor must clearly identify external links from the platform, and to the extent practicable update or remove the links when the external information is no longer sufficiently accurate, relevant, timely, necessary or complete.

o. Contractor must post links to the following information from the platform: USA.gov

p. Contractor must post links to the following information from the platform: the website's privacy policy

q. Contractor must post links to the following information from the platform: the agency's Freedom of

Information Act webpage

3. Security requirements – The Contractor will build the platform with the following security requirement considerations:

a. The Contractor will demonstrate FISMA compliance by providing documentation of a federal agency or

FedRAMP (if cloud service) Authorization to Operate (ATO).

b. The contractor must adhere to CIPSEA (https://www.bls.gov/bls/cipsea.pdf) and NIST 800-171 ( https://csrc.nist.gov/publications/detail/sp/800-171/rev-1/final) based confidentiality and security requirements for CUI in a Non Federal System.

c. Agency use of third-party websites and applications must comply with all relevant privacy protection requirements and a careful analysis of privacy implications as specified in OMB Memorandum M-10-23, Guidance for Agency Use of Third-Party Websites. A list of tools with federal-compatible Terms of Service agreements can be found at: http://www.digitalgov.gov/resources/negotiated-terms-of-service-agreements/.

https://data.mcc.gov/evaluations/index.php/catalog

d. Contractor must ensure documentation is scanned for viruses prior to posting on the platform.

e. US government policies, principles, standards, and guidelines on information security and privacy, in accordance with FISMA and other laws. MCC is required to implement security and privacy policies as set forth in OMB Circular A-130 and National Institute of Standards and Technology (NIST) Special Publication 800-44, Guidelines on Securing Public Web Servers; and other associated standards and 800 series guidelines from NIST.

i. For the public facing platform and public-use files, the Contractor should meet FISMA Low requirements, for the restricted-access data (see Task 2.2), the Contractor should meet FISMA Moderate requirements. MCC data would be ingested into, curated, and stored only in the secure systems to meet FISMA moderate requirements.

f. The Contractor is required to ensure the platform meets Binding Operational Directive 18-01, https://cyber.dhs.gov/bod/18-01/, for Email and Web Security.

g. Federal agencies are required to deploy HTTPS on their domains following the guidelines in OMB Memorandum M-15-13 and must make all existing websites and services accessible through a secure connection.

On an annual basis, the Contractor will be required to demonstrate to the COR and MCC CISO that the proposed environment, including the restricted-access VDE (Task 2.2) meets or exceeds the following system and data security requirements: Evidence of a System Certification and Accreditation (C&A) package, including an approved IT Security Plan, Data Protection Plan, and a System Certification Test Plan. The IT Security Plan must be fully compliant with the Federal Information Security Management Act (FISMA), provisions of mandatory Federal Information Processing Standards (FIPS), and meets all of NIST's IT, data, system, and physical security requirements.

4. Users and roles/permissions – MCC must have primary management of the data platform to upload materials, edit metadata, and other maintenance requirements. There may be a need for defining user access requirements between MCC and the Contractor.

a. MCC must be allowed to add, upload, and remove files and other links and supporting documentation to the platform. The Contractor's ability to add, upload, remove documentation will be carefully defined during Year 1 based on security considerations and platform requirements.

b. The Contractor may be required to manage data uploads for restricted-access files (see Task 2.2) in accordance with final revised Data Management Guidelines.

5. Language requirements – The platform will primarily be English, however it should have the ability to present any language.

The Contractor will work with key MCC stakeholders – Monitoring and Evaluation, Knowledge Management, Information Technology, and Congressional and Public Affairs – to develop the platform and conduct pilot tests.

Country-specific Tasks: Tasks 2.2, 2.3, and 3.1

Evaluations are integral to MCC's commitment to accountability, learning, transparency, and evidence-based decision making.

MCC is committed to independently evaluating every project of every country program and publishing those results. The full life cycle of MCC's programs is not complete until MCC publishes the results of the evaluations. Publishing the results of the evaluations also makes the findings available to MCC country partners, among other MCC stakeholders. Before MCC can publish these evaluations, MCC needs to review the country-specific data packages and knowledge products.

Task 2.2: Restricted-Access Data Management and Access for Country-specific Data Packages

In accordance with the MCC Data Management Guidelines, any data packages identified as restricted-access only will need to be stored and, when feasible, accessible in a secure location. For these files, the platform developed in Task 2.1 must include the following specifications for restricted-access data management:

1. Managing access:

a. The Contractor must provide at least two solutions: (i) restricted-access data accessibility for qualified persons who may obtain (download to use on their own computer) the data for statistical purposes only and

(ii) a virtual data enclave for qualified persons to access (cannot download to use on their own computer) the data for statistical purposes only.

b. The Contractor must work with MCC to develop the protocols for obtaining and accessing restricted-access data files and ensure they are in line with all requirements under the Paperwork Reduction Act ( https://it.ojp.gov/privacyliberty/authorities/statutes/1289).

https://cyber.dhs.gov/bod/18-01/ https://it.ojp.gov/privacyliberty/authorities/statutes/1289

c. The Contractor must maintain a list of all approved data handlers for monitoring access, use, and any potential breach/violations of the data access protocol as defined by MCC and Contractor in the TREDD Guidelines (see Task 1.1).

d. The Contractor and MCC must have a mechanism to add or remove access.

2. Secure data access:

a. The contractor must adhere to CIPSEA (https://www.bls.gov/bls/cipsea.pdf) and NIST 800-171 ( https://csrc.nist.gov/publications/detail/sp/800-171/rev-1/final) based confidentiality and security requirements for CUI in a Non Federal System.

b. All uploaded information will be security scanned to prevent viruses from entering the data enclave.

c. The virtual data enclave must be a secure solution with controls that prevent the user from emailing, copying, printing, or moving files outside the environment.

d. Access can only be permitted from the approved virtual location at the researcher's institution.

3. Initiating/maintaining data access:

a. Access can only be granted to researchers when they have completed their LOA/MOU process.

b. MCC must be included in the review and acceptance/rejection of submitted LOA/MOUs.

c. Each approved project must have its own secure project space with access limited to the approved datasets.

d. Researchers collaborating on a restricted-data file must be given access to the same project space.

4. Use and outputs:

a. The platform must be able to utilize geospatial and statistical data files originating from programs such as

Esri, R, SAS, SPSS, and Stata. Periodic reviews should be conducted to determine if new software should be added.

b. The Contractor and MCC must establish an approval process by which researchers may take outputs from the secured location.

Based on the flow of evaluations, MCC's current stock includes 15 restricted-access data packages; with 2-3 additional data packages per year.

Task 2.3: Data Transfer and Launch for Country-specific Research Knowledge Products on new Platform

• Information published by an agency must convey a sense of utility, objectivity, and integrity which are defined in OMB's Information Quality Guidelines.

• The Contractor will lead efforts to transfer metadata, documentation, and data from the existing MCC Evaluation Catalog, making use of existing Nesstar meta-data files and library of data and knowledge products in the MCC Evaluation Catalog, to the new platform.

• While MCC prefers to manage the flow of uploading new documentation and data to the platform, the Contractor may be required to manage the flow of uploads for restricted-access files in accordance with final revised Data Management Guidelines.

Task 3.1: Data Management – Review and Preparation of Country-specific Data Packages

• In accordance with the MCC TREDD Guidelines, including reference to NIST 800-188 ( https://csrc.nist.gov/CSRC/media/Publications/sp/800-188/archive/2016-08-25/documents/sp800_188_draft.pdf), MCC contractors (independent evaluators, de-identification consultant) prepare data for DRB review.

• In accordance with the TREDD Guidelines and the Disclosure Review Board (DRB) Charter ( https://data.mcc.gov/evaluations/index.php/catalog/155), the Contractor will be asked to participate in the independent review of data packages with the MCC DRB.

o The Contractor will provide recommendations to MCC and contractors for data package preparation, and participate in DRB review and final recommendation for public and/or restricted-access data publication.

§ Expect 2-3 data packages in Year 1 for pilot testing review process; Expect 10-15 data packages per year starting in Year 2: 5-small; 5-medium; 5-large. (For reference, based on previous LOE, the following are examples of small, medium, and large data packages: Small – Lesotho Health;

Medium – Mali Alatona; Large – Senegal Roads; Morocco Irrigation).

§ Data packages generally include: Metadata file, DRB De-identification Worksheet, Data sets, Data codebooks, questionnaires, and informed consent statements.

o In Option Years, the Contractor may also be requested to prepare data packages (1-2 per year) rather than review data packages.

• In accordance with the MCC TREDD Guidelines, the Contractor and MCC will define the roles and responsibilities of the Contractor for restricted-access data management. This may require the Contractor to maintain additional https://csrc.nist.gov/CSRC/media/Publications/sp/800-188/archive/2016-08-25/documents/sp800_188_draft.pdf https://data.mcc.gov/evaluations/index.php/catalog/155 https://data.mcc.gov/evaluations/index.php/catalog/179/get_microdata https://data.mcc.gov/evaluations/index.php/catalog/126 https://data.mcc.gov/evaluations/index.php/catalog/130 https://data.mcc.gov/evaluations/index.php/catalog/202 responsibilities for the storage, monitoring, and management of the restricted-access data files.

• If a data breach or spill occurs (such as inappropriate exposure of identifiable data), the Contractor will be required to participate in MCC's breach protocol response as defined in the Data Management Guidelines.

(End of SECTION C)

Section D - Packaging and Marking

DPE IE Section D DPE IE Section D D.1. Disclaimer of Deliverables

The Contractor shall ensure that each report prepared by the Contractor and delivered under this Contract contains the following statement on the first or cover page of such report:

"The views and opinions expressed herein are those of the author(s) and do not necessarily represent those of MCC or any other U.S. Government entity."

(End of SECTION D)

Section E - Inspection and Acceptance Terms

DPE IE Section E DPE IE Section E

E.1. Inspection of Reports

MCC only accepts full submittals, not partial submittals; submittals must be in full accordance with the Contractor's approved methodology and QA/QC plan. For deliverables under this contract, all products will be reviewed by an MCC group comprised of representatives from the Department of Policy and Evaluation, Congressional and Public Affairs, Knowledge Management, Office of the Chief Information Officer, Office of the General Counsel, and Department of Compact Operations.

E.2. Quality Control Plan

The contractor shall have in place and maintain a Quality Assurance/Quality Control Plan (QA/QC) that covers, as a minimum, how the contractor intends to meet the requirements of all performance objectives, monitor and proactively manage contract requirements. It shall also include the mechanism by which MCC will be notified of performance-related incidents that are likely to affect quality of service.

(End of SECTION E)

Section F - Delivery or Performance

Line Item: 0001 Period Of Performance Start Date Period Of Performance End Date Period Of Performance Address

3/30/20 3/29/21 MCC Headquarters Millennium Challenge Corporation 1099 Fourteenth Street NW, Suite 700

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DPE IE Section F DPE IE Section F

F.1. Period of Performance

The overall anticipated period of performance of this contract is as follows:

Base Period: March 30, 2020 – March 29, 2021

Option Period 1: March 30, 2021 – March 29, 2022

Option Period 2: March 30, 2022 – March 29, 2023

Option Period 3: March 30, 2023 – March 29, 2024

Option Period 4: March 30, 2024 – March 29, 2025

While the Contract will be awarded for the Base and Option Periods, the exercise of the option periods is at the sole discretion of MCC.

F.2. Place of Performance

Generally, the Contractor shall perform services at their offices. MCC may also require the Contractor to travel to MCC offices in Washington, DC from time to time to perform services.

F.3.…