MCC-08-0111-RFP-42 Word Basic.doc

SOLICITATION, OFFER AND AWARD

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

RATING

PAGE

OF PAGES

| 89

2. CONTRACT NUMBER

3. SOLICITATION NUMBER

MCC-08-0111-RFP-42

4. TYPE OF SOLICITATION

FORMCHECKBOX

SEALED BID (IFB)

X NEGOTIATED (RFP)

5. DATE ISSUED

06/24/2008

6. REQUISITION/PURCHASE NO.

7. ISSUED BY

CODE

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

Millennium Challenge Corporation

Attn: Ms. Kathy Spainhower

875 15th Street Washington, DC 20005

Same as item 7

NOTE: In sealed bid solicitations “offer” and “Offeror” mean “bid” and “bidder”

SOLICITATION

9.

Sealed offers in 1 original and 5 copies, (See L.4.7.1.b) for furnishing the supplies or services in the Schedule will be received at the place specified in Item 7, or if handcarried, in the depository located in Block 7 above until 2:00 p.m Eastern Standard Time (EST) 08/04/2008. CAUTION ( LATE Submissions, Modifications, and Withdrawals: See Section L, Provision No. 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

10. FOR

INFORMATION

CALL:

NUMBER

521-2682

EXT.

N/A spainhowerk@mcc.gov

11. TABLE OF CONTENTS

AND OTHER STATEMENTS OF OFFERORS

OFFER (Must be fully completed by Offeror)

NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

12. In compliance with the above, the undersigned agrees, if this offer is accepted within 180 calendar days from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the price set opposite each item, delivered at the designated point(s), within the time specified in the schedule.

13. DISCOUNT FOR PROMPT PAYMENT

See FAR 52.232-8

10 CALENDAR DAYS

20 CALENDAR DAYS

30 CALENDAR DAYS

CALENDAR DAYS

(The Offeror acknowledges receipt of amendments to the

SOLICITATION for Offerors and related documents numbered and dated):

FACILITY

16. NAME AND TITLE OF PERSON AUTHORIZED TO SIGN

AND

OFFER (Type or print)

ADDRESS

OF

OFFEROR

15C. CHECK IF REMITTANCE

AREA CODE

NUMBER

EXT.

ADDRESS IS DIFFERENT FROM ABOVE - ENTER SUCH ADDRESS IN SCHEDULE. (EFT remittance)

AWARD (To be completed by Government)

19. ACCEPTED AS TO ITEMS NUMBERED

20. AMOUNT

21. ACCOUNTING AND APPROPRIATION

FORMCHECKBOX

10 U.S.C. 2304(c) ( )

FORMCHECKBOX

41 U.S.C. 253(c)( ) 23.

(4 copies unless otherwise specified)

ITEM

24. ADMINISTERED BY (If other than Item 7)

CODE

25. PAYMENT WILL BE MADE BY

CODE

(Signature of Contracting Officer)

28. AWARD DATE

IMPORTANT -- Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice.

AUTHORIZED FOR LOCAL REPRODUCTION

STANDARD FORM 33 (Rev. 9-97)

SECTION B

SUPPLIES/SERVICES/SCHEDULE

B.1

SERVICES TO BE PROVIDED

The Millennium Challenge Corporation (MCC) is soliciting competition to award multiple IDIQ contracts in support of the MCC Compact Development and Compact Implementation Directorates. The selected contractor shall provide capacity building needs assessments, training and development, and related short-term support services to the MCC, Governments of Foreign Countries, Accountable Entities, and other related entities in response to task assignments issued pursuant to an Indefinite Delivery/Indefinite Quantity (IDIQ) Contract.

B.2

PRICING ARRANGEMENT/CONTRACT TYPE

This is a multiple award Indefinite Delivery/Indefinite Quantity contract in which either Time and Materials or Firm Fixed Priced Task Orders may be issued utilizing the provisions of the Federal Acquisition Regulation (FAR) Part 16 Fair Opportunity and this solicitation’s Task Order Procedures clauses.

B.3

FUNDING

In accordance with clause MCC52.232-72, “Limitation of Funds – Incrementally Funded Contracts,” funds in the amount of $2,500.00 U.S. has been allotted to this contract. These funds are provided for the guaranteed minimum. Actual funding will be awarded in Individual Task Order(s) for the services to be provided. The Contractor shall not perform work on the contract which exceeds the total amount actually allotted (in U.S. dollars) 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 on this contract, or in conjunction with funds allotted on individual task orders. The contractor assumes the risk for any increased costs beyond what the Government obligates. Funding from one task order shall not be used to expense work on another task order unless a modification to both task orders has been issued, in writing, by a warranted Contracting Officer.

B. 4

INDEFINITE DELIVERY/INDEFINITE QUANTITY

Minimum Obligation: $2,500.00 U.S. (Guaranteed Minimum)

Maximum Quantity: $17,500,000.00 U.S.

(See Section H.12, Maximum Ceiling and Minimum Guarantee) B.5

SCHEDULE

Unless expressly identified otherwise in a Task Order, the contractor shall furnish all personnel, facilities, equipment, supplies, transportation, translation, and services required to provide capacity building training and support services through the Millennium Challenge Corporation (MCC) in accordance with Section C, Statement of Work, and the terms and conditions contained herein. The required services are to be provided at the fixed rates set forth below. Hours will be determined on each task order.

The labor categories listed in Table 1 below are illustrative; however, if the Offeror uses labor category terminology other than the labor categories listed in Section B, Table 1, the Offeror must provide its labor category in the matrix next to the stated contract labor category which clearly relates to their proposed labor category. The Offeror shall provide in a separate attachment, a labor category description, which includes minimum experience, minimum education, and functional responsibilities for each proposed labor category. This attachment shall be incorporated into the contract and the Offeror shall use these descriptions in proposing labor categories for task orders and for billing purposes. (See Clause H-16).

The specific level of effort required will be identified on individual task orders placed under this contract.

(ALL AMOUNTS REFLECTED IN U.S. DOLLARS)

BASE PERIOD (EFFECTIVE DATE OF CONTRACT – OCTOBER 31, 2009)

Description

Hours

Rate Labor for Capacity Building Needs

Per Task Order

See Table 1, Assessment, Training and Development, Column C and Related Short-Term Support Services

Direct Labor Total

Ceiling $3,000,000.00 Other Direct Costs: Includes Materials, Equipment, Facilities (No construction

NTE $________

permitted), Shipping, Transportation/Travel, and other approved direct costs. (See B.6)

Material Handling Fee/

G&A on ODC’s (Optional)

___% x $500,000

ODCs Total

ODC Ceiling $500,000.00 Base Period Total Ceiling $3,500,000.00

OPTION PERIOD ONE (NOVEMBER 1, 2009 – OCTOBER 21, 2010)

Rates

Column D and other approved direct costs. (See B.6)

Option Period 1 Total Ceiling $3,500,000.00

OPTION PERIOD TWO (NOVEMBER 1, 2010 – OCTOBER 31, 2011)

Column E and other approved direct costs. (See B.6)

Option Period 2 Total Ceiling $3,500,000.00

OPTION PERIOD THREE (NOVEMBER 1, 2011 – OCTOBER 31, 2012)

Column F

Labor Ceiling and other approved direct costs. (See B.6)

Option Period 3 Total Ceiling $3,500,000.00

OPTION PERIOD FOUR (NOVEMBER 1, 2011 – OCTOBER 31, 2012)

Column G

$3,500,000.00

Labor Ceiling and other approved direct costs. (See B.6)

Option Period 4 Total Ceiling $3,500,000.00

FIVE (5) YEAR NOT TO EXCEED TOTAL CEILING $17,500,000.00

B.6 MCC52.243-70 INCREASE IN SERVICES (OCT 2006)(Deviation) The services described in Sections B and C (statement of work) represent the Government’s best estimate for known requirements at this time. However, due to the uncertainty of the work, the Government reserves the right to add or delete services if the need arises.

The annual ceilings for the Labor CLIN and Other Direct Cost CLIN are estimated and may be increased or decreased as required, during the life of the contract, as long as total overall ceiling does not exceed the total ceiling price. Specific amounts for labor and other direct costs will be determined upon the issuance of individual task orders. The government will multiply the proposed handling fee/G&A (using the rates submitted by the Offeror in accordance with its accounting practices or Negotiated Indirect Cost Rate Agreement,(NICRA) to establish the Government’s NTE other direct cost estimate (e.g. “proposed % x $500,000.00 subtracted from $500,000.00. The Offeror is directed to Section L.9.3 of the solicitation.

During the performance of this contract, it may become necessary to add new labor categories to Section B, Table 1. In such cases, the Government may identify additional labor categories and the contractor shall, in good faith, negotiate the hourly rates for the categories. Upon completion of such negotiation, the contract may be modified to add the new categories in Table 1. It is the Contractor’s responsibility to track new labor categories proposed to existing categories in Columns A and/or B in the event of a reorganization of labor categories becomes necessary, and to be able to identify the impact on cost.

SECTION B – SUPPLIES AND SERVICES

TABLE 1: FIXED FULLY BURDENED LABOR RATES – U.S. DOLLARS (INCLUDES PROFIT) (See B.7)

Mgmt/Supervisory Positions

1. Program Mgr.

2. Project Mgr. Sr.

3. Supervisor (Instructional Area)

4. Supervisor (Instructional Systems Design)

5. Training Lead

6. Training Lead (In Country)

a. Armenia

b. Benin

c. Bolivia

d. Burkina Faso

e. Cape Verde

f. El Salvador

g. Georgia

h. Ghana

i. Honduras

j. Jordan

k. Lesotho

l. Madagascar

m. Malawi

n. Mali

o. Moldova

p. Mongolia

q. Morocco

r. Mozambique

s. Namibia

t. Nicaragua

u. Philippines

v. Senegal

w. Tanzania

x. Timor Leste

y. Ukraine

z. Vanuatu

Research, Assessment, and Analysis Positions

7. Curriculum Developer (Sr)

8. Curriculum Developer

9. Education Specialist

10. Instructional Systems Specialist

11. Research Specialist

12. Senior Consultant

Instructor Positions

13. Certified Instructor I

14. Certified Instructor II

15. Training Facilitator (Sr)

16. Training Facilitator

Other Positions

17. Admin. Asst. I

18. Admin. Asst II

19. Industry/Funct. Area Specialist

20. Industry/Funct. Area Specialist (Senior)

21. Logistics Specialist I

22. Logistics Specialist II

23. Quality Assurance Specialist (Sr)

24. Quality Assurance Specialist

25. Technical Subject Matter Specialist (Senior)

26. Tech. Subject Matter Specialist

27. Technical Writer I

28. Technical

Writer II

29. Training Materials Coordinator

30. Language/ Translator

31. Language/ Interpreter

Other Contractor Proposed

B.7 All rates are in Table 1 are fully burdened to include direct labor costs, overhead, fringe benefit, general and administrative and profit). See Section G.4 for billing under time and materials and labor hour task orders.

SECTION C

DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK (SOW)

Capacity Building Assessment, Training and Related Support Services

C.1 Introduction

The Millennium Challenge Corporation (MCC) is a Federal Corporation created under Title VI of the Foreign Operations, Export Financing, and Related Programs Appropriations Act, 2004. The MCC is designed to work with some of the poorest countries in the world. Established in January 2004, MCC is based on the principle that aid is most effective when it reinforces good governance, economic freedom and investments in people. MCC’s mission is to reduce global poverty through the promotion of sustainable economic growth. Before a country can become eligible to receive assistance, MCC looks at their performance on independent and transparent policy indicators. MCC selects eligible countries for Compact Assistance. Additional information regarding MCC’s Compact and Threshold programs and activities may be found at http://www.mcc.gov/about/index.php.

C.2 Background

C.2.1 Compact Process

Once a country demonstrates that it passes the majority of the17 policy indicators, it qualifies as eligible to receive assistance through MCC Compacts.

A Compact is a multi-year (5 year term) agreement between the MCC and an eligible country to fund specific programs targeted at reducing poverty and stimulating economic growth. As such, the eligible country drafts a Compact Proposal outlining the specifics of its proposed programs to reduce poverty and stimulate economic growth. These programs must be: 1). Developed in consultation with a country's citizens — including women, non-governmental organizations, and the private sector; 2). Able to measure both economic growth and poverty reduction; and 3). Implemented, managed and maintained by the country. MCC works with the country to ensure the proposed Programs are reasonable, measurable, and attainable. Once the compact agreement is executed, the compact-eligible country shifts to a compact country and compact implementation can begin.

Countries that have signed Compacts are considered Compact Implementation countries. Countries that have yet to sign a Compact are considered Compact Development countries. The current MCC countries are identified in Annex 1.

C.2.2 MCC Capacity Building History

The MCC is engaging with a number of countries (SOW Annex 1, Section B) designated as eligible to apply for MCC assistance and, eventually, will enter into a Compact for assistance with countries that submit quality proposals that support economic growth. Moreover, there are already 16 countries (SOW Annex 1, Section A) that have successfully signed Compact Agreements with MCC and are now either implementing Compacts or mobilizing to implement Compacts.

Since MCC’s establishment in 2004, there has been growing recognition within MCC of the common need to complement the Compact process with capacity building in countries to improve the development and quality of country proposals and the efficiency/effectiveness of Compact implementation. MCC believes that if a country has a solid infrastructure and good organizational management they can operate more efficiently and effectively. In response to capacity building needs, MCC has already undertaken several successful, small-scale training and capacity building efforts to support eligible countries, including the weeklong MCC University event held at MCC headquarters in Washington every year, as well as limited efforts related to topics such as procurement, contract management, environment and social assessment, and monitoring and evaluation. Recent efforts within knowledge area practice groups have recognized the necessity to develop training programs to further impart specific skills. As such, MCC has identified a requirement for a more comprehensive training/capacity building program that builds upon the success of our existing programs and responds to the needs of the countries that MCC assists.

C.3 Scope

C.3.1 The MCC Compact Development and Compact Implementation Departments have a combined requirement for capacity building assessment, training and development, and related support services in support of the Governments of Foreign Countries (GFC) of Compact eligible countries; the Accountable Entities, which are the legal entities designated by the GFC to implement the Compact Program on behalf of the GFC during the Compact term; their Management Units, which are the employees of the Accountable Entity responsible for the day-to-day activities and assisting the Board or other relevant decision-maker with the implementation of the Compact Program; and/or Implementing Entities, which are any Government Affiliates engaged by the Accountable Entity to implement and carry out any project, project activity (or a component thereof) or any other activities to be carried out in furtherance of the Compact in Compact countries. The scope of this capacity building requirement concentrates on the Areas of Focus identified in Paragraph C.3.3.

Within the context of this SOW, Capacity Building includes the assessment, training, development and refinement of a GFC’s or Accountable Entities’core skills and capabilities, within the areas of focus, in order to strengthen the effectiveness of GFC, to enhance development and/or quality of GFC Compact proposals, and improve the efficiency/effectiveness of Compact implementation. Further, it includes the activities which strengthen the knowledge, abilities, skills and behavior of individuals and improve institutional structures and processes such that an organization can efficiently meet its mission and goals in a sustainable way. It is the process of assisting a GFC/Accountable Entity individual or group to identify and address issues and gain the insights, knowledge and experience needed to solve problems and implement change.

Task Orders written under this contract may be for services in one or more focus areas in a single country or for services in one or more focus areas in multiple countries.

C.3,2 Objectives The overall objectives of this contract are:

(1) For countries that have not yet signed a Compact with MCC:

· To assess a GFC’s skills in the areas of focus for the purpose of designing a capacity building curriculum that accurately reflects GFC’s needs and builds skill in the selected areas.

· To design and implement capacity building training programs for given Compact Development and Compact Implementation countries that will focus on developing skills within in the areas of focus and to address the identified skills gap.

· To increase the pool of qualified potential candidates for MCA core teams or Accountable Entities.

· To train facilitators, within MCC and the GFC’s, for future in-country training and development needs.

· To expand the capacity for joint ventures and mentor-protégé type opportunities between the IDIQ Contractors and in-country local organizations to foster sustainability of capacity building efforts.

(2) For countries that have already signed a Compact with MCC:

· To improve the effectiveness and efficiency of Compact Implementation by designing and delivering capacity development interventions aimed at building knowledge, skills and abilities in program management and core technical areas.

C.3.3 Areas of Focus:

The areas of focus within the scope of this SOW include the following:

1) Results-focused project design: Focusing on the desired outcomes of a project during the initial stage of project design is a key part of managing for development results. This focus area will include topics such as (i) stakeholder analyses; (ii) problem analyses; (iii) indicators and data sources / performance-based planning; (iv) risk assessments; (v) objective analyses; (vi) project implementation planning; (vii) budgeting; (viii) developing program logical frame and logical frame analysis; (ix) other related project design topics.

2) Financial management: Sound financial management is critical to achieving GFC objectives. This focus area will include topics such as (i) basic principles of budgeting and financial management; (ii) financial planning – projection of commitments and cash requirements; (iii) quarterly financial reporting; (iv) management controls; (v) governmental financial accounting and reporting; (vi) analytical and managerial techniques; and (vii) possibilities and limitations of using IT in support of public financial management, (viii) reporting; and (ix) other related financial management topics.

3) Accounting: Use of sound accounting principles and practices is needed to ensure that GFC and Accountable Entity funds are properly accounted for and projects are implemented well. This focus area will include topics such as (i) principles and tools of financial accounting; (ii) principles and tools of managerial accounting (with emphasis on cost determination, cost control, and development of information for planning and decision-making); (iii) financial disclosure; (iv) accounting information systems; (v) reporting; (vi) developing audit plans; and (vii) other related accounting topics.

4) Auditing: Ensuring that funds and policies are properly used is key to the integrity of a GFC and donor program. This focus area will include topics such as (i) the auditing process and roles and responsibilities of internal and external auditors and other relevant parties; (ii) dealing with risk and control, evidence, and documentation; (iii) common audit findings with development programs and strategies for avoiding / resolving these situations; and (v) other related auditing topics.

5) Budgeting: Formulating project budgets and then tracking expenditures in an open manner is key for ensuring that projects are appropriately funded and the funds are being used towards project targets. This focus area will include topics such as (i) comprehensiveness and transparency in budget formulation; (ii) policy-based budgeting; (iii) standardization and regularization of budget execution reporting for useful decision making; (iv) external scrutiny and auditing of the budget; and (v) other related budgeting topics.

6) Procurement: Sound procurement processes are essential for ensuring that contracts for goods and services are awarded in a fair and transparent manner to the most qualified provider. This focus area will include pre-award and post-award topics such as (i) promoting transparency, competition and fairness; (ii) conducting market surveys; (iii) defining requirements; (iv) developing cost estimates; (v) understanding the standard bidding process and proper documentation; (vi) designing evaluation criteria and methodology; (vii) developing performance standards and measurements; (viii) identifying risks, strengths and weaknesses in a proposal; (ix) conducting cost and price analysis and making reasonableness assessments; (x) identifying and addressing fraud, waste, abuse, and conflicts of interest; (xi) ethics; (xii) contracting management; (xiii) drafting Terms of Reference; (xiv) evaluation of bids; (xv) types of contracts; (xvi) contract negotiations; and (xvii) other related procurement topics.

7) Project management: Focusing on the implementation of projects, the ultimate development outcomes, and on how well the project is managed are key factors in successful project completion. This focus area will include topics such as (i) the project management framework; (ii) organizational dynamics in team formation and communication; (iii) quantitative methods used in analyzing and managing project scope, schedule, costs, and control, and risk assessment; (iv) managing project risks; (v) project economic analysis; (vi) project resource administration; (vii) project planning and implementation; (viii) managing project quality and change; (ix) project management tools, such as Microsoft Project; (x) leadership and management; (xi) contract negotiations; (xii) audit planning; (xiii) project reporting; and (xiv) other related project management topics.

8) Monitoring and evaluation (M&E): Focusing on the systematic and regular monitoring of project outputs, as well as final evaluation of project impacts, is a key part of sound project implementation. This focus area will include topics such as (i) data quality review; (ii) survey design and management; (iii) information management systems; (iv) impact evaluation; (v) developing and using M&E plans; (vi) sampling design and methodology; (vii) quantitative and qualitative methods; (viii) data analysis for decision making, reporting, and communication; (ix) economic analysis; (x) M&E tools, such as statistical software, or Microsoft tools; and (xi) other related M&E topics.

9) Board Governance: Focusing on ensuring oversight, participation and transparency in decision-making. Accountable Entities include a board or supervisory council with responsibility for overseeing the management unit. This focus area will include topics such as (i) board orientation; (ii) roles and responsibilities of board members; (iii) board structure and policies; (iv) strategic decision-making; and (v) other related board governance topics.

10) Other Capacity Building Areas of Focus: If during the course of this contract, MCC identifies a need for additional capacity building areas of focus, it reserves the right to add these through the Increase in Services clause without further competition.

C.4 This SOW establishes the general scope of the Indefinite Delivery, Indefinite Quantity (IDIQ) contract(s) for which MCC has a requirement for professional capacity building training and support services. Task Orders will be issued under this IDIQ contract in accordance with the Task Ordering Procedures and Fair Opportunity clauses in the RFP and resulting contract(s). The Contractor shall provide all labor, materials, translation services, reproduction services, travel, equipment, facilities, subcontracts/partners, and other direct costs for each task unless it is expressly written in the contract/task order that it will be provided by the MCC. MCC is a U.S. Government agency whose mission expands internationally to countries all over the world. The Contractor is expected to possess or partner with other contractors/entities that possess local (in-country) knowledge and experience for successful completion of each task order. Task orders could require the contractor/contractor team to proficiently read, write, speak, train, provide support, and translate in other languages. Current official languages of MCC countries include English, Arabic, Spanish, French, Portuguese, Russian, Romanian, and Ukrainian. Other languages may be identified by task order as new countries become eligible.

The MCC requires prior approval for all curriculum identified in any Task Order which is developed for any Governments of Foreign Countries (GFC) or Accountable Entity prior to delivery of the training to the GFC or Accountable Entity. All deliverables, documents, technical data, software, applications, curriculum, course materials, needs assessments, training plans, etc. that are provided and paid for under this contract, and resulting task orders, shall have unlimited data rights as defined in FAR Part 27. Contractors that propose to use or provide pre-existing data or materials that were developed at private expense, shall identify this data in its Contract/Task Order proposals for evaluation and approval by the MCC Contracting Officer. Data proposed and approved shall be marked as either restricted, limited, or government purpose license rights, as appropriate, upon delivery to the MCC. Data delivered without markings will be considered by MCC as having unlimited data rights. Questions regarding the appropriate data rights or proper marking of data will be addressed with the Contracting Officer.

C.5 Type of Services Each Contractor shall provide management of its own capacity building program including development and delivery of curriculum to foreign entities for capacity building. Experience with international development, curriculum design and development, international program deployment and long-term program management in developing countries is required. Specific details will be identified in each task order. Types of services that may be provided through the issuance of Task Orders include, but are not limited to the following:

C.5.1 Educational/Training and Assessment Services

1) Needs Assessment, Gap Analysis and Reporting – Systematic process to acquire an accurate, thorough picture of the strengths and weaknesses of a country in the areas of focus that can be used in response to the needs of all country employees for improving knowledge, skills, abilities, and capability to meet challenging program initiatives. This is a process that collects and examines information about the areas of focus and then utilizes that data to determine priority capacity building areas, to develop a plan to build skills in these areas, and to allocate resources to provide training to address skill gaps. MCC employees, GFC or Accountable Entities, ministries, foreign workforce and donors, and other country entities should be included in gathering data.

2) Training Plan Development – a system of projects or services intended to meet a GFC or Accountable Entity need. A program designed for training in specific areas of focus to develop skills and close gaps in capacity. A training plan shall include, but not be limited to, courses, logistics, target audience, and project plans-start/stop dates.

3) Curriculum/Course Development (Basic to Advanced) – Curriculum is the planned capacity building training to be offered to the GFC or Accountable Entity to close gaps in areas of focus. Course Development is the creation of the separate units of instruction in a subject, made up of training, presentations, guidance, lectures, practical exercises, etc.

4) Curriculum/Course Mapping – Mapping is outlining a particular course of action intended to achieve a result. It should be a guide to what courses or other elements are required to close the gaps in capacity in identified areas of focus.

5) Course Outlines/Descriptions – A comprehensive summary of the content covered in a particular course.

6) Preparation, Reproduction, and Transportation of Course and Administrative Materials – Preparation is the activity of putting or setting in order in advance the content, materials and logistics for capacity building training tasks. Reproduction is the making, or copying of materials and other components of training or administration needed for successful delivery. Transportation is the means to ensure all training and administrative materials are accurate and available to the students at the time of training at the specified training location.

7) In-Country Logistics – The detailed planning and organization of the delivery of capacity building efforts to GFCs or Accountable Entities overseas, such as but not limited to, coordination of training schedules and the availability of students, and adequate training facilities and equipment which are conducive to learning.

8) Translation Services – Communication in a second language having the same meaning as the communication in a first language. All training materials associated with the delivery of the courses must be translated into the appropriate language. The Task Order will identify the country or countries to be trained and the Contractor shall ensure proper translation of communications and materials.

9) Course Instruction/Delivery – This is the act of conveying content to a targeted group of individuals in areas of focus.

10) Benchmarking, Testing and Evaluation – A means of determining the presence, quality, or success of the capacity building program, courses, etc. It enables MCC and the Contractor to determine what the GFCs/Accountable Entities know or have learned in conjunction with the delivery of content, and includes the ability to assess the change in knowledge, skills, or ability.

11) Follow-up training support – Actions taken after formal training to increase the effectiveness or enhance the success and sustainability of capacity building by further action to solidify the concept transfer.

12) Post Program Assessments – The separation of an intellectual or material whole into its constituent parts for individual study after capacity building has been completed.

C.5.2 Capacity Building Development and Related Practical Application Support Services

The Task Orders may include “at location” training and development, and short-term related support services which enhance training through practical application. These training mechanisms and applications may include, but are not limited to, mentoring, twinning/shadowing, on-the-job development, train-the-trainer, mentor-protégé relationships, skills training on tools, coaching, and short-term (NTE 6 months) support services, such as document writing assistance, technical support, and advisory services in the following areas:

1) Program and Project Management Support Services

2) Results-Focused Project Design Support Services

3) Program Assessment and Evaluation Services

4) Short-Term Technical Assistance

5) Short-Term Advisory Services

6) Accounting, Auditing, and Budgeting Support Services

7) Public Financial Management Support Services

8) Procurement and Acquisition Support Services

9) Monitoring and Evaluation Support Services

10) Board Governance Support Services

11) Other Areas of Focus on contract or added after contract award

C.5.3 General Information for Services and Task Orders

(a) The illustrative task services provided below are ONLY to provide the Offeror with additional information regarding potential services that could be requested under this contract. These are NOT firm requirements. Firm requirements will be requested through the issuance of a Task Order Request.

A. Country X (Compact-eligible and with no existing GFC-led capacity-building needs assessment)

TASK I: Assess priority areas for capacity strengthening in Country X, which does not have an existing GFC-led capacity assessment and hence, will require an assessment before the capacity-building program can begin.

The selected contractor shall travel to Country X and conduct a thorough needs assessment for capacity building in GFC ministries and agencies. This assessment should be completed within [duration of time] and shall entail the following steps:

· Develop a needs assessment plan that clearly describes objectives, target populations of the assessment, and the process that will be used to conduct the assessment

· Design or adapt an existing survey instrument for use in collecting information about the capacity needs of the target population and mapping existing GFC or donor led capacity building program

· Develop a management system for collecting and organizing data, determining baseline data, and organizing the collected data.

· Analyze the data to determine the key trends emerging in terms of capacity needs.

· Prepare a summary of prioritized capacity building needs with estimated cost and timeframe.

· Following completion and MCC approval of the draft report, the contractor shall set up a series of consultations with relevant GFC ministries and agencies to share the assessment findings and obtain feedback. The contractor should reach agreement with the GFC on the prioritized set of areas for capacity building; if there is not a convergence of views on the priorities between the contractor and GFC, additional discussions will need to be held until agreement is reached.

TASK II: Based on the GFC’s ranking of priority needs and the amount of funding available from MCC for a country, select one or more of the following areas and develop a capacity building curriculum focused on that area.

Once the capacity needs assessment is completed for Country X and endorsed by the GFC, discussions will begin between MCC and the GFC of Country X on (i) which areas of capacity need are candidates for MCC funding and (ii) the amount of funding that MCC will provide to support capacity building in this area. The program(s) that are developed and funded will need to be drawn from the set of capacity areas that MCC supports across countries: results-focused project design; public financial management; accounting; auditing; budgeting; procurement; project management; and monitoring and evaluation.

After MCC and the GFC have agreed on the focus of the training, the contractor will work with the GFC to develop the curriculum for the program. This will involve course mapping, production of learning materials. The curriculum should take into account the varying levels of familiarity that different audiences will have with the program.

TASK III: With a partner organization/institution that is familiar with the local context and thematic area, deliver a training program to the targeted audiences in a given country.

The contractor will locate a partner organization in-country with relevant experience teaching in the field. The training program will be expected to be [duration] and in [format] TASK IV: Provide post-training support.

This post-training support will be limited to a period of six-months after completion of the training. Post-training support shall include coaching, short-term technical assistance, “twinning” arrangements, on-line technical support.

(b) Unless otherwise identified in the Task Order, the typical process for services under this contract shall be as follows:

1) Each Contractor shall manage its approved capacity building program including development and delivery of curriculum of foreign entities for capacity building. A team with experience with international development, curriculum design and development, international program deployment, and long-term-program management is required.

2) The Contractor shall design and implement assessments to measure the GFC capacity in the approved areas of focus. The Contractor shall deliver a country needs assessment report that summarizes the findings of GFC capacity assessment. The report shall summarize the capacity in all areas of focus and be submitted to the GFC and MCC for review and approval. The GFC, in partnership with MCC, will identify priorities. The priorities will be submitted by MCC to the Contractor so the development of curriculum and courses may be accomplished.

3) The Contractor shall deliver training as described in the areas of focus. The Contractor shall perform all tasks necessary for course delivery, to include but not be limited to, pre-class preparation, class instruction, grading of tests given as part of the class, and assist the MCC/GFC in the evaluation and documentation of student performance.

4) The Contractor shall provide fully trained instructors to successfully deliver the training. Instructors shall be highly knowledgeable about current practices in the targeted areas of focus. The Offeror may partner with one or more sub-entities to obtain knowledge and experience in the specific area of focus for successful completion of specific task orders. If identified in the task order, delivery of training may be performed jointly with MCC staff.

5) The Contractor shall develop curriculum based on the analytical results from the country needs assessment whether conducted by the Contractor or an existing GFC assessment. This shall include the development of new training courses and/or the modification and refinement of existing courses. Additionally, for countries with Compacts in implementation, the curriculum and associated materials will incorporate MCC policies and guidelines with accepted best practices and practical tools necessary for effective implementation. If required for Compact development countries, it will be identified in the Task Orders.

6) The Contractor shall conduct initial course testing, identifying issues or concerns with training, and obtaining developmental feedback. The Contractor shall make necessary adjustments to the training program as the MCC deems necessary.

7) The Contractor shall provide administrative support for training at the GFC. Examples of potential administrative support activities that the Contractor shall provide, include but are not limited to, the following:

a. Registration (welcome packets)

b. Coordination for training activities

c. Classroom, equipment, and logistics

d. Material transportation and distribution

e. Prepare training related correspondence, e.g. course rosters, feedback surveys, certificates of completion, etc.

f. Prepare training related briefing items, presentations, practical applications

g. Maintain training records

h. Submit data to MCC

8) The Contractor shall maintain and update assessments as required by task order. After MCC validation and approval, the Contractor shall first pilot the program with a small test group prior to full implementation of the assessment results. The Contractor shall administer the assessments, collect results, and deliver the information/data to the MCC.

C.5.4. Deliverables

Specific deliverables, formats, and schedules will be identified in each Task Order.

Examples of potential deliverables are provided as follows:

· Needs assessment report

· Gap Analysis report

· Inception reports

· Rapid needs assessments

· Curriculum Development and Training Plan

· Curriculum to address gaps in targeted focus area(s)

· Course Curriculums

· Course Schedules

· Course Surveys

· Administrative Materials

· Course Materials

· Training Records

· Copies of Course Completion Certificates for Individuals Trained

· Support Service Reports

· Training exams and practical exercises

· Course and program statistics/metrics

· Evaluation of training impact (e.g. benchmarking)

SOW ANNEX 1

MCC Current Countries

A. Current Compact Implementation Countries:

· Armenia

Madagascar

· Benin

Mali

· Cape Verde

Mongolia

· El Salvador

Morocco

· Georgia

Mozambique

· Ghana

Nicaragua

· Honduras

Tanzania

· Lesotho

Vanuatu

B. Current Compact Development Countries:

· Bolivia

Namibia

· Burkina Faso

Philippines

· Jordan

Senegal

· Malawi

Timor Leste

· Moldova

Ukraine

C. As additional countries are selected as Compact eligible programs, they will be automatically included within the scope of this contract.

SOW ANNEX 2

Relevant Definitions

“Accountable Entity” means the legal entity designated by the Government (GFC) to implement the Program on behalf of the Government during the Compact term.

“Compact” means the grant agreement, referred to as the Millennium Challenge Account Compact, between MCC and the Government (GFC), providing financial assistance under the Millennium Challenge Account.

“Disbursement Agreement” means the agreement between MCC, the Government (GFC) and the Accountable Entity, which provides the terms and conditions for disbursements of MCC Funding.

“Fiscal Agent” means the entity selected and engaged through an international competitive process or the Ministry of Finance, as agreed between the Government (GFC) and MCC, responsible for performing certain financial management activities on behalf of the Accountable Entity.

“Government of Foreign Country (GFC)” means the national, regional or local government eligible for assistance under the Millennium Challenge Account.

“Government Affiliate” means an affiliate, ministry, bureau, department, agency, government, corporation or any other entity chartered or established by the Government of Foreign Country.

“Governing Documents” means the charter, decree, agreement, bylaws, articles of incorporation, governance agreement or other documents evidencing the formation, establishment and governance of the Accountable Entity.

“Implementation Documents” means certain documents related to implementation, including the M&E Plan, the detailed financial plan, the procurement plan and the work plans developed by the Accountable Entity and approved by MCC as required under the Compact.

“Implementing Entity” means any Government Affiliates engaged by the Accountable Entity to implement and carry out any project, project activity (or a component thereof) or any other activities to be carried out in furtherance of this Compact

“Management Unit” means the employees of the Accountable Entity responsible for the day-to-day activities and assisting the Board or other relevant decision-maker with the implementation of the Program.

“MCA” means the Millennium Challenge Account.

“MCC” means the Millennium Challenge Corporation.

“MCC Funding” means the financial assistance provided by MCC to the Government (GFC) under the Compact.

“M&E Plan” means the monitoring and evaluation plan developed by the Accountable Entity and MCC pursuant to the Compact.

“NTE” means not-to-exceed.

“Procurement Agent” means the entity selected and engaged through an international competitive process or a Government (GFC) ministry or agency, as agreed between the Government (GFC) and MCC, to assist the Accountable Entity with carrying out procurement related activities to procure goods, works and services on behalf of the Program.

“Procurement Guidelines” means the guidelines described in the Compact relating to the procurement of all goods, services and works for the Program. A copy can be found at the MCC.gov website: http://www.mcc.gov/documents/mcc-guidelines-programprocurement.pdf.

“Program” means the projects and activities chosen by MCC and the Government of Foreign Country to be included in the Compact and implemented using MCC Funding to advance the Government’s (GFC) progress towards poverty reduction through economic growth.

“Program Assets” means the assets and property purchased or funded in whole or in part with MCC Funding.

“Stakeholders Committee” means a body of representatives of the private sector, civil society and local and regional governments that has been formally established to provide advice and input to the Accountable Entity regarding the implementation of the Program.

“TBP” means to be proposed.

SECTION D - PACKAGING AND MARKING

D.1 PRESERVATION, PACKING, AND MARKING

Preservation, packaging, and packing for all items delivered hereunder shall be in accordance with commercial practice and adequate to insure acceptance by common carrier and safe arrival at destination. The Contractor shall place the contract number on or adjacent to the exterior shipping label. In addition, each package, report, or other deliverable shall be accompanied by a letter or other document that identifies the deliverable item number or reporting requirement that requires the delivered item(s) and indicates whether the contractor considers the delivered item(s) to be partial or full satisfaction of the requirement.

SECTION E - INSPECTION AND ACCEPTANCE

E.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

The following contract clauses pertinent to the following sections are hereby incorporated by reference (by Citation Number, Title, and Date) in accordance with the clause at FAR "52.252-2 CLAUSES INCORPORATED BY REFERENCE" in Section I of this contract. The full text of these clauses may be accessed electronically at these internet addresses: http://acquisition.gov and http://www.gsa.gov.

NUMBER TITLE

DATE

52.246-4 INSPECTION OF SERVICES – FIXED PRICE

AUG 1996

52.246-6 INSPECTION---TIME-AND-MATERIAL AND LABOR HOUR MAY 2001

E.2 ACCEPTANCE-SINGLE LOCATION

The Contracting Officer or authorized representative will accomplish acceptance of services at Millennium Challenge Corporation. For the purpose of this clause, the designated Contracting Officer's Technical Representative (COTR) is the authorized representative. The Contracting Officer reserves the right to unilaterally designate a different Government agent as the authorized representative. The Contracting Officer will notify the Contractor by a written notice or by a copy of the delegation of authority.

E.3 SURVEILLANCE METHODS (Mandatory Subcontractor Flow down)

The Government may use any and all methods deemed necessary to ensure that the

Contractor's services meet the requirements of the Task Order. These methods may include personal observation or surveillance by MCC staff or Government audit and oversight agencies; and surveys of MCC’s and/or GFC personnel regarding Contractor employees’ performance, including Personnel professionalism, courtesy, and knowledge of their assigned responsibilities.

The methods of surveillance that may be used, including but not limited to, are:

General Observation (GO): Evaluation shall be through general observation of services provided. Obvious failure to perform work shall be recorded and the information provided to the COTR.

Documentation Checks (DC): Plans, reports, logs, and schedules submitted by the

Contractor will be reviewed for content to confirm that contractual requirements are planned, scheduled, and reported in a thorough, concise, and accurate manner. The Contractor is responsible for accurately reporting work that was either rescheduled or not completed. Work reported as not completed should be recorded and provided to the COTR.

Validated Customer Complaint (VCC): The Government shall validate selected…