RFP M-OAA-GRO-ALPS-032210.pdf

Issue Date: July 13, 2010 Closing Date: August 16, 2010 Receiving Time: 3:00 PM ET

TO: Potential Offerors

Subject: Request for Proposals (RFP) M-OAA-GRO-ALPS-032210 Transparency, Accountability, and Performance (TAP) Project

Dear Offeror:

The U.S. Agency for International Development (USAID) is seeking proposals to provide the services described in the attached solicitation. It is anticipated that a multiple award one-year with four option years Indefinite Delivery and Indefinite Quantity (IDIQ) Contract for Technical Assistance, Training, Information Technology Support, and Writer/Editor Services will be awarded. This solicitation corrects and replaces the cancelled solicitation, M/OAA/GRO/ALPS-09-0175.

This procurement is exclusively for small businesses. The U.S. Government anticipates awarding up to approximately three IDIQ contracts as a result of this solicitation. The Agency reserves the right to make more, less, or no awards based on the quality of proposals if it is determined in the best interest of the Government to do so. This solicitation shall be a best value award resulting in Fixed Price/Time and Materials contracts.

This IDIQ contract is being competed under Geographic Code 000. Potential Offerors are advised to read more about this Geographic Code in Attachment 2 to the RFP. The NAICS Code for this requirement is 541611-Administrative Management and General Management Consulting Services. The shared ceiling for all contracts awarded under this RFP is $60,000,000 cumulative for all contractors.

Proposals submitted in response to this RFP will be received in the following manner:

Via U.S. Mail:

Ebony Fultz Kathleen Mazer Contract Specialist Contract Specialist

USAID, M/OAA/GRO/ALPS USAID, M/OAA/GRO/ALPS

1300 Pennsylvania Avenue, NW 1300 Pennsylvania Avenue, NW Ronald Reagan Bldg (RRB), Room 7.09-77; (RRB), Room 7.10-52

Washington, DC 20523-7900 Washington, DC 20523-7900

Via Hand or Courier Service*:

USAID Ronald Reagan Building 14th Street Entrance (only) 1300 Pennsylvania Avenue, NW Washington, DC 20523

* Check in at Visitor’s Desk and call Ebony Fultz at (202) 712-5473 and/or Kathleen Mazur at (202) 712-5405.

Your proposal must be signed by an official authorized to bind your company. Faxed proposals and alternate proposals will not be accepted.

The Government intends to award contracts without discussions with offerors in accordance with FAR 52.215-1. Therefore, the offeror’s initial proposal should contain the offeror’s best terms from a cost or price and technical standpoint. This solicitation in no way obligates USAID to award a contract nor does it commit USAID to pay any cost incurred in the preparation and submission of the proposal.

Questions in response to this solicitation must be received in writing via e-mail to Ms.

Ebony Fultz at efultz@usaid.gov and Ms. Kathleen Mazur at kmazur@usaid.gov no later than July 26, 2010 at 12:00 pm ET. No questions or clarifications will be accepted after this date. At no time will phone calls or voice mails be returned. E-mail and Fedbizopps shall be the Government’s method of communicating with prospective offerors.

Sincerely, /s/

Gwendolyn Ruffin Contracting Officer

M/OAA/GRO/ALPS

Office of Acquisition and Assistance

Enclosure:

Solicitation

NSN 7540-01-152-8064 STANDARD FORM 33 (REV 9-97)

SOLICITATION, OFFER AND AWARD 1. THIS CONTRACT IS A RATED ORDER

UNDER DPAS (15 CFR 350)

RATING PAGE OF PAGES

1 | 109

2. CONTRACT (Proc. Inst. Ident.) NO.

3. SOLICITATION NO.

M-OAA-GRO-ALPS-032210

4. TYPE OF SOLICITATION

[ ] SEALED BID (IFB)

[x] NEGOTIATED (RFP)

5. DATE ISSUED

07/13/2010

6. REQUISITION/PURCHASE NO.

7. ISSUED BY CODE 8. ADDRESS OFFER TO (If other than item 7) U.S. Agency for International Development Office of Acquisition and Assistance

M/OAA/GRO/ALPS

1300 Pennsylvania Avenue, NW Washington, DC 20523

NOTE: In sealed bid solicitation "offer" and "offeror mean "bid" and "Bidder".

SOLICITATION

9. Sealed offers in original and copies per Section L for furnishing the supplies or services in the Schedule will be received at the place specified, in the depository located in until local time (hour) (date) CAUTION - LATE Submissions, Modifications, and Withdrawals: See Section L. Provision No. 52.215-1 Deviation. All offers are subject to all terms and conditions contained in this solicitation.

10. FOR INFORMATION

CALL:

A. NAME

Ebony Fultz and Kathleen Mazur

B. TELEPHONE (NO COLLECT

CALLS)

AREA CODE NUMBER EXT

C. E-MAIL ADDRESS

efultz@usaid.gov and kmazur@usaid.gov

11. TABLE OF CONTENTS

(x) SEC. DESCRIPTION PAGE(S) (x) SEC. DESCRIPTION PAGE(S)

PART I - THE SCHEDULE PART II - CONTRACT CLAUSES

X A SOLICITATION/CONTRACT FORM X I CONTRACT CLAUSES

X B SUPPLIES OR SERVICE AND PRICES/COSTS PART III - LIST OF DOCUMENTS, EXHIBITS, AND OTHER ATTACH.

X C DESCRIPTION/SPECS/WORK STATEMENT X J LIST OF ATTACHMENTS

X D PACKAGING AND MARKETING PART IV - REPRESENTATIONS AND INSTRUCTIONS

X E INSPECTION AND ACCEPTANCE X K REPRESENTATIONS, CERTIFICATIONS, AND

X F DELIVERIES OR PERFORMANCE OTHER STATEMENTS OF OFFERORS

X G CONTRACT ADMINISTRATION X L INSTRS., COND., AND NOTICES TO OFFERORS

X

H SPECIAL CONTRACT REQUIREMENTS X M EVALUATION FACTORS FOR AWARD

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 calendar days (120 calendar days unless a different period is inserted by the offer) 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 14

(See section I, Clause No 52.232-8)

10 CALENDAR DAYS

20 CALENDAR DAYS

30 CALENDAR DAYS

CALENDAR DAYS

14. ACKNOWLEDGMENT OF AMENDMENTS AMENDMENT NO. DATE AMENDMENT NO. DATE

(The offeror acknowledges receipt of amendments to the solicitation for offerors and related documents

M0001 M0002 numbered and dated:

15A. NAME CODE FACILITY 16. NAME AND TITLE OF PERSON AUTHORIZED

AND

ADDRESS

OF

OFFEROR

TO SIGN OFFER (Type or print)

15B. TELEPHONE NO. (Include area code)

15C. CHECK IF REMITTANCE ADDRESS [

] IS DIFFERENT FROM ABOVE - ENTER

SUCH ADDRESS

17. SIGNATURE 18. OFFER DATE

AWARD (To be completed by Government)

19. ACCEPTED AS TO ITEM NUMBERED

19. AMOUNT

21. ACCOUNTING AND APPROPRIATION

22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION:

[ ] 10 U.S.C. 2304(c)( ) [ ] 41 U.S.C. 253(c)( )

23. SUBMIT INVOICES TO ADDRESS SHOWN IN

(4 copies unless otherwise specified)

ITEM

24. ADMINISTRATION BY (If other than Item 7)

CODE

25. PAYMENT WILL BE MADE BY

CODE

US Agency for International Development Chief Financial Office M/CFO, Rm 7.07-98B 1300 Pennsylvania Avenue, NW Washington, DC 20523

26. NAME OF CONTRACTING OFFICER (Type or print) Gwendolyn Ruffin

27. UNITED STATES OF AMERICA 28. AWARD DATE

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

PREVIOUS EDITION NOT USABLE Prescribed by GSA

PART I – THE SCHEDULE

SECTION B – SUPPLIES OR SERVICES AND PRICE/COSTS

B.1 PURPOSE

The purpose of this Transparency, Accountability, and Performance (TAP) contract is to strengthen performance management practices at USAID through Analytic Support, Training and Technical Assistance, and Communications Products and Information Management. The contract will support both Washington-based (USAID/W) and field-based USAID operating units.

B.2 CONTRACT TYPE

This is an Indefinite Delivery Indefinite Quantity (IDIQ) contract. The Government will issue task orders that are either Firm Fixed Price and/or Time and Materials.

B.3 RESERVED

B.4 MAXIMUM CONTRACT CEILING

This is a multiple-award Indefinite Delivery Indefinite Quantity (IDIQ) Contract for Transparency, Accountability, and Performance (TAP) with an overall ceiling price of $ 60,000,000. The maximum aggregate dollar value of all task orders awarded to all contractors cannot exceed the IDIQ contract ceiling price. This ceiling is not being subdivided among the number of awardees nor is it being multiplied by the number of awardees.

B.5 OBLIGATED AMOUNT, ESTIMATED COST AND FIXED FEE

The Total Estimated Cost for each task order must be negotiated in accordance with the terms of the IDIQ contract. In no event may the labor rates for a task order exceed the ceilings set forth in Section B.7 of the IDIQ contract.

B.6 TASK ORDER LIMITATIONS

B.6.(a) Firm-Fixed Price (FFP) Task Orders. When issuing FFP task orders, Task Order Contracting Officers (TOCOs) must state in the task order the firm-fixed-price, which represents the total amount of the task order and the maximum price the contractor may be paid to perform the services, reports, or other deliverables in the task order.

B.6.(b) Labor Hour Task Orders. When issuing Labor Hour task orders, Task Order Contracting Officers (TOCOs) must state in the task order the number of hours for each labor category, which represents the total level of effort of the task order and the maximum price the contractor may be paid to perform the services, reports, or other deliverables in the task order

B.6.(c) Minimum Order. When USAID requires services or reports and other deliverables covered by this contract in a task order in the amount of less than $100,000.00 the Contractor is not obligated to furnish those services or reports and other deliverables under this contract. However, if the Contractor agrees to furnish services or reports and other deliverables required by USAID in an amount of less than $100,000.00 and the Contractor is awarded a task order to do so, the Contractor shall be required to provide said services and reports/deliverables in accordance with the Contract's terms and conditions.

B.6.(d) Maximum Order. When USAID requires services or reports and other deliverables covered by this contract in a task order amount of more than $12,000,000.00 the Contractor is not obligated to furnish those services or reports and other deliverables under this contract. However, if the Contractor agrees to furnish services or reports and other deliverables required by USAID in excess of $12,000,000.00 and the Contractor is awarded a task order to do so, the Contractor shall be required to provide said services and reports/deliverables in accordance with the Contract's terms and conditions.

B.6.(e) Notwithstanding the above, if issuance of a task order to, and acceptance of a task order by, the Contractor would: (1) result in the Contractor (or its personnel or its subcontractors or their personnel) having an organizational conflict of interest for which restrictions would be placed on the Contractor's (or its personnel's or its subcontractors' or their personnel's) future activities (see Section H of this contract);

or (2) violate the provisions of the Procurement Integrity legislation, i.e., Section 27 of the Office of Federal Procurement Policy Act (41 U.S.C. 423), as amended by Section 814 of Pub. L. 101-189 (see Section H), the Contractor, after written notification to the CTO, is not obligated to furnish those services or reports and other deliverables under this contract, and USAID may acquire the supplies or services from another source.

B.7. PRICE SCHEDULE

B.7.0 CONTRACT PRICE TERMS

B.7.0.1 Labor Rates – The labor rates found herein represent the contractor’s loaded (fully burdened), fixed hourly rates. Overtime compensation costs are not authorized under this contract.

B.7.0.2 Forums – The loaded, firm fixed price for each forum outlined in the Contract Line Item Section shall be based on conducting after-action reviews, one-day workshops, and web-based forums, for approximately 30 participants. The unit price for each forum shall include providing (1) handout materials for each participant;

(2) web-based Evaluation link for each participant to make comments; (3) forum materials; and (4) marketing and advertising the date, time, location, and content of the forum. The loaded, firm fixed price for each forum does include labor costs.

B.7.0.3 Introduction to Managing for Results Course – Four day, eight hour a day (including breaks) taught by two Senior Training specialists. The Government estimates that in the course of twelve months, four trainings will be delivered in Washington and four courses delivered overseas.

B.7.0.4 Courses – The loaded, firm fixed price for each course outlined in the Contract Line Item Section, herein, shall be based on conducting each course for approximately 25 participants. The unit price for each course shall include providing:

(1) one Course Workbook for each participant; (2) one Evaluation Sheet for each participant; (3) delivery of all the participant Evaluation Sheets and attendance records to the COTR; (4) continuous minor (i.e. typos, date changes, non-substantive) updating to the course materials; and (5) binding of all course materials.

The loaded, firm fixed price for each course does include labor costs.

B.7.0.5 Course Updates – The loaded, firm fixed price for each Course Update outlined in the Contract Line Item Section, herein, shall be based upon significant and substantive updates of the specific course. The unit price for the update of each course shall include updates and/or revisions to the course design and/or content to include any applicable Federal and USAID policies, guidelines, directives and regulations and binding course materials The loaded, firm fixed price for each course update does include labor costs.

B.7.0.6 Course Redesign – The loaded, firm fixed price for each Course Redesign outlined in the Contract Line Item Section, herein, shall be based upon significant and substantive redesigning of the specific course. The unit price for the redesign of each course shall include suggested COTR changes, and binding all course materials. The loaded, firm fixed price for each course re-design does include labor costs.

B.7.0.7 Information and Technology (IT) Training – The loaded, firm fixed price for each end-user training outlined in the Contract Line Item Section, herein, shall be based upon developing and conducting classroom training for approximately 25 participants, the end-users of redesigned websites, information portals, and multi-media communications products. The unit price for each course shall include providing: (1) one Course Workbook for each participant; (2) providing the course material electronically on the intranet & internet; (3) one Evaluation Sheet for each participant; (4) delivery of all the participant Evaluation Sheets and attendance records to the COTR; (5) continuous minor (i.e. typos, date changes, non-substantive) updating to the course materials and design; and (6) binding of all course materials. The loaded, firm fixed price for each course does include labor costs.

B.7.0.8 Domestic Travel – Domestic Travel Contract Line Item Number (CLIN) includes the following costs: (1) airfare; (2) shipping and handling of course materials;

(3) per diem; and (4) other authorized travel costs.

B.7.0.9 International Travel – International Travel CLIN includes: (1) airfare; (2) shipping and handling of course materials (3) per diem; and (4) other authorized travel costs, if approved, such as ground transportation, MEDEVAC service costs.

B.7.1 Contract Line Item Numbers (CLINs)

Base Year of Contract

CLIN

Description

Unit Price

Qty.

Total

0001 Prepare and conduct Special Forum; After Action Review 12 0002 Prepare and Conduct Special Forum: One-day Conference 12 0003 Prepare and Conduct Special Forum Training (Web-Based) 12 0004 Prepare and Conduct Introduction to Managing for Results course

0005 Prepare and Conduct New Performance Management Courses 5 0006 Prepare and furnish Course Updates 5 0007 Redesign Course Material 5 0008 Prepare and Conduct Information & Technology Training 12 Total Training Material Costs

DIRECT LABOR COSTS

Hourly Rate

0009 Technical Manager 2080 0010 Business Manager 2080

IMPLEMENTATION SUPPORT TRAINERS

0011 Sr. Trainer 4160 0012 Mid-Level Trainer 4160 0013 Training Program Associate 4160

IMPLEMENTATION SUPPORT – TECHNICAL ADVISORS

0014 Sr. Strategic Planning and Performance Management

Technical Advisor

0015 Mid-Level Strategic Planning and Performance Management Technical Advisor

0016 Technical Advisor Program Associate 4160

IMPLEMENTATION SUPPORT – TECHNICAL ADVISORS

0017 Sr. Economic Growth & Agricultural Development Technical Advisor

0018 Mid-Level Economic Growth & Agricultural Development Sector Expert

0019 Sr. Population, Health, & Nutrition Technical Advisor 2080 0020 Mid-Level Population, Health, & Nutrition Technical Advisor 2080 0021 Sr. Environment & Natural Resources Technical Advisor 2080 0022 Mid-Level Environment & Natural Resources Technical

Advisor

0023 Sr. Democracy & Governance Technical Advisor 2080 0024 Mid-Level Reconstruction Technical Advisor 2080 0025 Sr. Conflict & Reconstruction Technical Advisor 2080

0026 Mid-Level Conflict & Reconstruction Technical Advisor 2080 0027 Sr. Humanitarian Assistance Technical Advisor 2080 0028 Mid-Level Humanitarian Assistance Technical Advisor 2080 0029 Senior Gender Technical Advisor (Cross-Sector) 2080 0030 Mid-level Gender Technical Advisor (Cross-Sector) 2080 0031 Senior Youth Issues Technical Advisor (Cross-Sector) 2080 0032 Mid-Level Youth Issues Technical Advisor (Cross-Sector) 2080

COMMUNICATION: WRITERS/EDITORS

0033 Sr. Writer/Editor 2080 0034 Mid-Level Writer/Editor 2080

INFORMATION MANAGEMENT SUPPORT - INFORMATION MANAGEMENT ADVISORS

0035 Sr.Web Developer 2080 0036 Mid-Level Web Developer 2080 0037 Sr. Database Developer 2080 0038 Mid-Level Database Developer 2080 0039 Sr. Information Architect 2080 0040 Mid-Level Information Architect 2080 0041 Communication/Information Management Program Associate 2080

ADMINISTRATIVE SUPPORT

0042 Administrative Support 6240 Total Direct Labor Costs

TRAVEL

0043 Domestic Travel N/A N/A NTE $25,000 0044 International Travel N/A N/A NTE $500,000 Total Travel Costs NTE $525,000

OTHER DIRECT COSTS

0045 Other Direct Costs N/A N/A NTE $10,000 0046 Data (not separately priced) N/A N/A N/A Total Other Direct Costs NTE $10,000

TOTAL BASE YEAR COSTS $

0047 TBD TBD TBD

Option Year I

1001 Prepare and conduct Special Forum; After Action Review 12 1002 Prepare and Conduct Special Forum: One-day Conference 12 1003 Prepare and Conduct Special Forum Training (Web-Based) 12 1004 Prepare and Conduct Introduction to Managing for Results course

1005 Prepare and Conduct New Performance Management Courses 5 1006 Prepare and furnish Course Updates 5 1007 Redesign Course Material 5 1008 Prepare and Conduct Information & Technology Training 12

1009 Technical Manager 2080 1010 Business Manager 2080

IMPLEMENTATION SUPPORT TRAINERS

1011 Sr. Trainer 4160 1012 Mid-Level Trainer 4160 1013 Training Program Associate 4160

IMPLEMENTATION SUPPORT – TECHNICAL ADVISORS

1014 Sr. Strategic Planning and Performance Management

Technical Advisor

1015 Mid-Level Strategic Planning and Performance Management Technical Advisor

1016 Technical Advisor Program Associate 4160

IMPLEMENTATION SUPPORT – TECHNICAL ADVISORS

1017 Sr. Economic Growth & Agricultural Development Technical Advisor

1018 Mid-Level Economic Growth & Agricultural Development Technical Advisor

1019 Sr. Population, Health, & Nutrition Technical Advisor 2080 1020 Mid-Level Population, Health, & Nutrition Technical Advisor 2080 1021 Sr. Environment & Natural Resources Technical Advisor 2080 1022 Mid-Level Environment & Natural Resources Technical

Advisor

1023 Sr. Democracy & Governance Technical Advisor 2080 1024 Mid-Level Reconstruction Technical Advisor 2080 1025 Sr. Conflict & Reconstruction Technical Advisor 2080 1026 Mid-Level Conflict & Reconstruction Technical Advisor 2080 1027 Sr. Humanitarian Assistance Technical Advisor 2080 1028 Mid-Level Humanitarian Assistance Technical Advisor 2080 1029 Senior Gender Technical Advisor (Cross-Sector) 2080 1030 Mid-level Gender Technical Advisor (Cross-Sector) 2080 1031 Senior Youth Issues Technical Advisor (Cross-Sector) 2080 1032 Mid-Level Youth Issues Technical Advisor (Cross-Sector) 2080

COMMUNICATION: WRITERS/EDITORS

1033 Sr. Writer/Editor 2080 1034 Mid-Level Writer/Editor 2080

1035 Sr.Web Developer 2080 1036 Mid-Level Web Developer 2080 1037 Sr. Database Developer 2080 1038 Mid-Level Database Developer 2080 1039 Sr. Information Architect 2080 1040 Mid-Level Information Architect 2080 1041 Communication/Information Management Program Associate 2080

ADMINISTRATIVE SUPPORT

1042 Administrative Support 6240 Total Direct Labor Costs

TRAVEL

1043 Domestic Travel N/A N/A NTE $25,000 1044 International Travel N/A N/A NTE $500,000 Total Travel Costs NTE $525,000

OTHER DIRECT COSTS

1045 Other Direct Costs N/A N/A NTE $10,000 1046 Data (not separately priced) N/A N/A N/A

TOTAL OPTION YEAR I COSTS $

1047 TBD TBD TBD

Option Year II

2001 Prepare and conduct Special Forum; After Action Review 12 2002 Prepare and Conduct Special Forum: One-day Conference 12 2003 Prepare and Conduct Special Forum Training (Web-Based) 12 2004 Prepare and Conduct Introduction to Managing for Results course

2005 Prepare and Conduct New Performance Management Courses 5 2006 Prepare and furnish Course Updates 5 2007 Redesign Course Material 5 2008 Prepare and Conduct Information & Technology Training 12

2009 Technical Manager 2080 2010 Business Manager 2080

IMPLEMENTATION SUPPORT TRAINERS

2011 Sr. Trainer 4160 2012 Mid-Level Trainer 4160 2013 Training Program Associate 4160

IMPLEMENTATION SUPPORT – TECHNICAL ADVISORS

2014 Sr. Strategic Planning and Performance Management

Technical Advisor

2015 Mid-Level Strategic Planning and Performance Management Technical Advisor

2016 Technical Advisor Program Associate 4160

IMPLEMENTATION SUPPORT – TECHNICAL ADVISORS

2017 Sr. Economic Growth & Agricultural Development Technical Advisor

2018 Mid-Level Economic Growth & Agricultural Development Technical Advisor

2019 Sr. Population, Health, & Nutrition Technical Advisor 2080 2020 Mid-Level Population, Health, & Nutrition Technical Advisor 2080 2021 Sr. Environment & Natural Resources Technical Advisor 2080 2022 Mid-Level Environment & Natural Resources Technical

Advisor

2023 Sr. Democracy & Governance Technical Advisor 2080 2024 Mid-Level Reconstruction Technical Advisor 2080 2025 Sr. Conflict & Reconstruction Technical Advisor 2080 2026 Mid-Level Conflict & Reconstruction Technical Advisor 2080 2027 Sr. Humanitarian Assistance Technical Advisor 2080 2028 Mid-Level Humanitarian Assistance Technical Advisor 2080 2029 Senior Gender Technical Advisor (Cross-Sector) 2080 2030 Mid-level Gender Technical Advisor (Cross-Sector) 2080 2031 Senior Youth Issues Technical Advisor (Cross-Sector) 2080 2032 Mid-Level Youth Issues Technical Advisor (Cross-Sector) 2080

COMMUNICATION: WRITERS/EDITORS

2033 Sr. Writer/Editor 2080 2034 Mid-Level Writer/Editor 2080

2036 Sr. Web Developer 2080 2037 Mid-Level Web Developer 2080 2038 Sr. Database Developer 2080 2040 Mid-Level Database Developer 2080 2041 Sr. Information Architect 2080 2042 Mid-Level Information Architect 2080 2043 Communication/Information Management Program Associate 2080

ADMINISTRATIVE SUPPORT

2044 Administrative Support 6240 Total Direct Labor Costs

TRAVEL

2045 Domestic Travel N/A N/A NTE $25,000 2046 International Travel N/A N/A NTE $500,000 Total Travel Costs NTE $525,000

OTHER DIRECT COSTS

2047 Other Direct Costs N/A N/A NTE $10,000 2048 Data (not separately priced) N/A N/A N/A

TOTAL OPTION YEAR II COSTS $

2049 TBD TBD TBD

Option Year III

3001 Prepare and conduct Special Forum; After Action Review 12 3002 Prepare and Conduct Special Forum: One-day Conference 12 3003 Prepare and Conduct Special Forum Training (Web-Based) 12 3004 Prepare and Conduct Introduction to Managing for Results course

1005 Prepare and Conduct New Performance Management Courses 5 3006 Prepare and furnish Course Updates 5 3007 Redesign Course Material 5 3008 Prepare and Conduct Information & Technology Training 12

3009 Technical Manager 2080 3010 Business Manager 2080

IMPLEMENTATION SUPPORT TRAINERS

3011 Sr. Trainer 4160 3012 Mid-Level Trainer 4160 3013 Training Program Associate 4160

IMPLEMENTATION SUPPORT – TECHNICAL ADVISORS

3014 Sr. Strategic Planning and Performance Management 4160

Technical Advisor 3015 Mid-Level Strategic Planning and Performance Management

Technical Advisor

3016 Technical Advisor Program Associate 4160

IMPLEMENTATION SUPPORT – TECHNICAL ADVISORS

3017 Sr. Economic Growth & Agricultural Development Technical Advisor

3018 Mid-Level Economic Growth & Agricultural Development Technical Advisor

3019 Sr. Population, Health, & Nutrition Technical Advisor 2080 3020 Mid-Level Population, Health, & Nutrition Technical Advisor 2080 3021 Sr. Environment & Natural Resources Technical Advisor 2080 3022 Mid-Level Environment & Natural Resources Technical

Advisor

3023 Sr. Democracy & Governance Technical Advisor 2080 3024 Mid-Level Reconstruction Technical Advisor 2080 3025 Sr. Conflict & Reconstruction Technical Advisor 2080 3026 Mid-Level Conflict & Reconstruction Technical Advisor 2080 3027 Sr. Humanitarian Assistance Technical Advisor 2080 3028 Mid-Level Humanitarian Assistance Technical Advisor 2080 3029 Senior Gender Technical Advisor (Cross-Sector) 2080 3030 Mid-level Gender Technical Advisor (Cross-Sector) 2080 3031 Senior Youth Issues Technical Advisor (Cross-Sector) 2080 3032 Mid-Level Youth Issues Technical Advisor (Cross-Sector) 2080

COMMUNICATION: WRITERS/EDITORS

3033 Sr. Writer/Editor 2080 3034 Mid-Level Writer/Editor 2080

3035 Sr. Web Developer 2080 3036 Mid-Level Web Developer 2080 3037 Sr. Database Developer 2080 3038 Mid-Level Database Developer 2080 3039 Sr. Information Architect 2080 3040 Mid-Level Information Architect 2080 3041 Communication/Information Management Program Associate 2080

ADMINISTRATIVE SUPPORT

3042 Administrative Support 6240 Total Direct Labor Costs

TRAVEL

3043 Domestic Travel N/A N/A NTE $25,000 3044 International Travel N/A N/A NTE $500,000 Total Travel Costs NTE $525,000

OTHER DIRECT COSTS

3045 Other Direct Costs N/A N/A NTE $10,000 3046 Data (not separately priced) N/A N/A N/A

TOTAL OPTION YEAR III COSTS $

3047 TBD TBD TBD

Option Year IV

4001 Prepare and conduct Special Forum; After Action Review 12 4002 Prepare and Conduct Special Forum: One-day Conference 12 4003 Prepare and Conduct Special Forum Training (Web-Based) 12 4004 Prepare and Conduct Introduction to Managing for Results course

1005 Prepare and Conduct New Performance Management Courses 5 4006 Prepare and furnish Course Updates 5 4007 Redesign Course Material 5 4008 Prepare and Conduct Information & Technology Training 12

4009 Technical Manager 2080 4010 Business Manager 2080

IMPLEMENTATION SUPPORT TRAINERS

4011 Sr. Trainer 4160 4012 Mid-Level Trainer 4160 4013 Training Program Associate 4160

IMPLEMENTATION SUPPORT – TECHNICAL ADVISORS

4014 Sr. Strategic Planning and Performance Management

Technical Advisor

4015 Mid-Level Strategic Planning and Performance Management Technical Advisor

4016 Technical Advisor Program Associate 4160

IMPLEMENTATION SUPPORT – TECHNICAL ADVISORS

4017 Sr. Economic Growth & Agricultural Development Technical Advisor

4018 Mid-Level Economic Growth & Agricultural Development Technical Advisor

4019 Sr. Population, Health, & Nutrition Technical Advisor 2080 4020 Mid-Level Population, Health, & Nutrition Technical Advisor 2080 4021 Sr. Environment & Natural Resources Technical Advisor 2080 4022 Mid-Level Environment & Natural Resources Technical

Advisor

4023 Sr. Democracy & Governance Technical Advisor 2080 4024 Mid-Level Reconstruction Technical Advisor 2080 4025 Sr. Conflict & Reconstruction Technical Advisor 2080 4026 Mid-Level Conflict & Reconstruction Technical Advisor 2080 4027 Sr. Humanitarian Assistance Technical Advisor 2080 4028 Mid-Level Humanitarian Assistance Technical Advisor 2080 4029 Senior Gender Technical Advisor (Cross-Sector) 2080 4030 Mid-level Gender Technical Advisor (Cross-Sector) 2080 4031 Senior Youth Issues Technical Advisor (Cross-Sector) 2080 4032 Mid-Level Youth Issues Technical Advisor (Cross-Sector) 2080

COMMUNICATION: WRITERS/EDITORS

4033 Sr. Writer/Editor 2080 4034 Mid-Level Writer/Editor 2080

4035 Sr. Web Developer 2080

4036 Mid-Level Web Developer 2080 4037 Sr. Database Developer 2080 4038 Mid-Level Database Developer 2080 4039 Sr. Information Architect 2080 4040 Mid-Level Information Architect 2080 4041 Communication/Information Management Program Associate 2080

ADMINISTRATIVE SUPPORT

4042 Administrative Support 6240 Total Direct Labor Costs

TRAVEL

4043 Domestic Travel N/A N/A NTE $25,000 4044 International Travel N/A N/A NTE $500,000 Total Travel Costs NTE $525,000

OTHER DIRECT COSTS

4045 Other Direct Costs N/A N/A NTE $10,000 4046 Data (not separately priced) N/A N/A N/A

TOTAL OPTION YEAR IV COSTS $

4047 TBD TBD TBD

CONTRACT TOTAL COSTS

Base Year

- Total Training Material Costs

- Total Direct Labor

- Total Travel $525,000 (NTE)

- Other Direct Cost $10,000 (NTE)

Total Base Year

Option Year 1

- Total Training Material Costs

- Total Direct Labor

Total Option Year 1

Option Year 2

- Total Training Material Costs

- Total Direct Labor

Total Option Year 2

Option Year 3

- Total Training Material Costs

- Total Direct Labor

Total Option Year 3

Option Year 4

- Total Training Material Costs

- Total Direct Labor

Total Option Year 4

Total Contract (Base plus Option Years) $

PART I – THE SCHEDULE

SECTION C – DESCRIPTION/SPECIFICATIONS

STATEMENT OF OBJECTIVES (SOO)

1.0 OBJECTIVE

The purpose of this Transparency, Accountability, and Performance (TAP) contract is to strengthen performance management practices at USAID through Analytic Support, Training and Technical Assistance, and Communications Products and Information Management. The objectives of this contract are to improve the Agency’s overall performance and to promote increased transparency and accountability in performance management reporting. The contract will support both Washington-based (USAID/W) and field-based USAID operating units.

2.0 MANAGEMENT AND SCOPE

2.1 TAP will be managed by the Bureau for Management’s Office of Management Policy, Budget, Performance/Performance Division (M/MPBP/PERF). M/MPBP/PERF works in concert with other USAID Bureaus, Offices and Missions to pursue an integrated and collaborative approach to results-based performance management known as Managing for Results (MfR). At USAID, MfR is the systematic process of monitoring the achievements of program and management operations; collecting and analyzing performance information to track progress towards planned results; using performance information and evaluations to influence decision-making and resource allocation; and communicating results attained, or not attained, to advance organizational learning and tell the Agency’s story.

2.2 During the life of the TAP project, USAID anticipates increased attention to performance management from the Executive and Legislative branches. With the appointment of a Chief Performance Officer, the Administration has publicly expressed interest in improving government transparency and accountability. Taken together with the recent introduction of legislation with an explicit emphasis on performance management in foreign assistance, USAID expects that Agency policies and procedures related to Managing for Results will continue to evolve. The contractor will play an important role in enabling the Agency to Manage for Results.

2.2.1 Specifically, the contract is intended to:

2.2.1.1 Assist USAID/W in complying with program and management performance reporting requirements that derive from statutes (for example, the Chief Financial Officers Act, the Government Performance and Results Act, etc.); and the Office of Management and Budget (OMB), and Congress;

2.2.1.2 Provide training and technical assistance to operating units to plan, implement and monitor programs; and evaluate progress toward achieving results;

2.2.1.3 Maintain data collection systems that facilitate analysis of and reporting on Agency-wide program and management performance results; and

2.2.1.4 Improve Agency accountability by communicating results in a transparent manner.

2.2.1.5 “Use performance indicators and data to ensure successful contract and task order performance.”

3.0 REQUIREMENTS

3.0.1 Contractor staff and teams working with USAID missions typically spend from two to five weeks on an assignment. Those working with Washington-based offices may work for shorter periods or on an intermittent basis. All technical advisory services provided under this contract, except occasional meetings, training classes, and forums, shall be performed outside of USAID space.

3.0.2 The contractor shall bear primary responsibility for procurement, personnel, reporting, and other management related requirements of the contract.

3.0.3 The contractor will provide all necessary logistical support, including travel arrangements (with required USAID clearances), computer support, team planning facilitation, report editing and dissemination.

3.0.4 All services provided under this contract must comply with Agency policy, procedures, and related guidance for strategic planning and performance monitoring and evaluation as contained in the ADS 200 Series, Agency Notices, and other guidance. The contract is organized into three components as follows:

3.0.4.1 Analytic Support: The contractor shall assist the Agency in analyzing its performance data as needed to fulfill Agency and external reporting requirements;

research and analyze performance management topics and present the findings in analytic papers; and convene forums to share development experience.

3.0.4.2 Implementation Support (Training and Technical Assistance): The contractor shall strengthen USAID’s ability to manage for results through training and technical assistance for the Agency’s Bureaus, Offices, and Missions.

3.0.4.3 Communications Products and Information Management: The contractor shall assist with the preparation of Agency performance reports; create communications products that present performance results in a transparent manner;

and maintain and/or improve databases used for performance reporting.

IIIa. Reporting

IIIb. Websites and Databases

Transparency, Accountability and Performance (TAP) Project

I. Analytic Support

II. Implementation Support III. Communication & Info Mgmt Support

Ia. Analysis of Performance Results

Ib. Special Studies and Analytic Papers

Ic. Special Forums

IIa. Training

IIb. Technical Assistance

3.1 Analytic Support

3.1.1 Analysis of Performance Results

The contractor shall analyze the Foreign Assistance Coordination and Tracking System, the FACTS Info System, the Performance Plans and Reports prepared by the Agency’s operating units, information provided by implementing partners, and third party data sources to monitor the higher level or program impact.

3.1.1.2 The contractor shall also provide advice on and develop means to present the data and analysis to internal and external stakeholders in the most transparent manner possible.

3.1.2 Special Studies and Analytic Papers

The contractor shall research and analyze trends in development assistance as they affect performance monitoring; provide insight into and/or write issue papers; advise on the use of performance information in decision-making; and also perform research and write exploratory papers on program management performance.

Exploratory papers shall be written in accordance with the prescribed format guidelines of the perspective audience.

3.1.3 Special Forums

From time to time, USAID holds special forums, either formal or informal, such as workshops and "brown bags" to discuss and disseminate performance management guidelines, standards and practices Agency-wide.

3.1.3.1 The contractor shall organize formal and informal sessions for various-sized groups to share information throughout the Agency. Based on specific discussion topics decided by the COTR with contractor input, the contractor shall develop, design and create the formal workshops and/or informal “brown bag’s and hand out materials. The forums typically range from half a day to one week. The date, time, and place will be decided by the COTR with contractor input. Forum material shall be made available to all participants and placed on appropriate internal and external websites. The contractor shall advertise, market and solicit attendees to attend “brown bag” lunches, formal forums, or other training the contractor provides.

For large forums, the contractor will handle event registration and communications with participants. All products of special forums shall be provided to the COTR. The contractor shall make available a paper and/or electronic feedback forms for participants to comment on forum’s content and presentation quality. All comments and a summary of participant feedback shall be sent to the COTR. The contractor shall conduct structured after-action reviews and other forums to enable the Agency to learn from its own experiences in performance management. The contractor shall disseminate forum information and after-action reviews through various forms of “distance-learning” such as but not limited to on-line modules and pod casts.

3.2 Implementation Support (Training and Technical Assistance) Activities in this component of the TAP project strengthen the ability of USAID staff to improve how they plan, implement, and assess program and management performance.

3.2.1 Training Services – Training courses have played a key role in disseminating performance management policies and practices to USAID operating units.

During the life of this contract the course subject matter is likely to cover:

Managing and conducting the strategic planning process;

Preparing results and logical frameworks;

Developing performance management plans;

Planning for and carrying out evaluations; and Additional performance-related topics as requested by the COTR.

3.2.1.1 The contractor shall deliver courses to the Agency’s Bureaus, Offices, and Missions and customize content to the particular needs of the operating unit requesting services.

3.2.1.2 In addition to classroom delivery, the contractor shall develop distance learning and/or electronic modules.

3.2.1.3 The contractor shall periodically update course content.

3.2.1.4 The contractor shall be required to prepare and deliver the course material in English.

3.2.1.5 The contractor shall design and develop courses using COTR input, existing USAID-owned courses that already exist, and expertise from subject matter experts in the field.

3.2.1.6 The contractor shall anticipate class sizes with approximately 25 participants.

3.2.1.7 The contractor shall provide one Course Workbook for each participant;

one Evaluation Sheet (or electronic feedback) for each participant; one attendance record for each class; delivery of all the participant Evaluation Sheets and attendance records to the COTR; continuous minor (i.e. typos, date changes, clarifications, non-substantive) updates to the course materials and design; and binding of all course materials.

3.2.1.8 Course Updates – The contractor shall be required to update courses previously designed by the contractor to adjust to new policy.

3.2.1.8.1 Updates shall be considered significant and substantial changes necessary to update a specific course.

3.2.1.8.2 Course Updates shall include updates and/or revisions to the course design and/or content to include any applicable Federal and USAID policies, guidelines, directives and regulations and binding all course materials.

3.2.1.9 Course Redesign – The contractor shall be required to redesign courses previously designed by the contractor to adjust to new policy, significant participant input, or other major changes to the subject matter.

3.2.1.9.1 Redesign shall be considered significant and substantial redesigning necessary to revise a specific course.

3.2.1.9.2 Course Redesign shall include suggested COTR changes or COTR-approved participant recommendations and binding all course materials.

3.2.2 Technical Assistance

The contractor shall provide technical assistance to USAID/W and overseas Missions. The contractor shall assist USAID/Washington and Missions in developing, and as needed reviewing, and revising:

Regional Bureau, Pillar Bureau and Mission strategic plans;

Results Frameworks for Assistance Objectives;

Logical Framework for activities;

Performance management plans; and Performance indicators and data collection plans.

3.2.2.1 Specifically, the contractor shall assist Bureaus, Offices and Mission operating units in engaging staff and external stakeholders in: (a) the strategic planning process; (b) ensuring that the program and management performance indicators meet the Agency’s data quality standards; (c) using the performance information for effective management and reporting; (d) using evaluation activities as a strategic management tool; and (e) meeting the audit requirements.

3.2.2.2 The contractor shall provide logistical and technical support through contractor-provided staff and teams and work directly with client operating units on a short-term rapid response basis for the USAID Bureaus, Offices, and Missions

3.2.3 Communication and Information Management Support

This component of the TAP project provides support to the Agency and to M/MPBP/PERF in particular, in reporting performance results to both internal and external audiences as required by the Government Performance and Results Act.

3.2.3.1 Reporting – The contractor shall support M/MPBP/PERF in producing Agency-level publications (including those that report on strategy, performance, and other management activities to external constituents, including Congress and OMB) including ad hoc reports as needed. The contractor shall ensure that –

3.2.3.1.1 all publications adhere to the Agency’s standards that apply to both the technical content and branding guidelines;

3.2.3.1.2 publications comply with Section 508 of the Rehabilitation Act of 1973;

and

3.2.3.1.3 the content of the publications is approved by the COTR.

3.2.3.2 Examples of publications include:

Agency Strategic Plan (ASP): The Joint State/USAID Strategic Plan (ASP) defines the Agency's mission and specific Agency goals and objectives. The

ASP is periodically updated based on significant changes in U.S. national interests, global and regional geopolitical considerations, country and customer aspirations, progress or lack of progress in achieving Agency goals and objectives, and/or new technical knowledge in a sector. In addition, it is anticipated that during the life of the contract, M/MPBP may be asked to contribute to a new national strategy for global development.

Performance and Accountability Report (PAR): The PAR informs the President and Congress about Agency performance and financial accountability during the most recently completed fiscal year. USAID meets PAR requirements by preparing an Agency Financial Report; an Annual Performance Report (http://www.usaid.gov/policy/budget/apr08/); a summary performance document geared at the American public (http://www.usaid.gov/policy/budget/citrep08/);

and an Annual Performance Plan (http://www.usaid.gov/policy/budget/cbj2009/101446.pdf).

3.2.3.3 Websites and Databases – USAID/W maintains a number of websites and databases that provide key program and management performance data that inform Agency program and budget decision-making, and reporting. In addition, these websites and databases are an important channel for the Agency to communicate management and program performance information in a transparent manner. Many USAID Missions maintain their own information portals on performance information as well as data collection and tracking systems. To support data collection and communications needs, the contractor shall:

3.2.3.3.1 Design websites, wikis, and multi-media communications products (such as audio, video and podcasts) for both internal and external audiences, M/MPBP, Bureaus, Offices, and Missions using USAID input; and update existing communications products to make them more accessible and transparent;

3.2.3.3.2 Develop, customize, and maintain information management systems and/or databases that improve the Agency’s capacity to analyze and report on its program and management performance;

3.2.3.3.3 Develop data visualization and data mapping representations of performance data. The products will be displayed in a variety of forms and formats including presentations, print and web-based;

3.2.3.3.4 Provide training for the administrators and end-users of the systems and tools created under this contract.

3.2.3.3.5 Develop and conduct classroom training for approximately 25 participants (the end-users of redesigned websites, information portals, and multi-media communications products).

3.2.3.3.6 Provide one Course Workbook for each participant; the course materials electronically on the intranet; one Evaluation Sheet for each participant or access to an evaluation tool in electronic form; one attendance record or each class;

delivery of all the participant Evaluation Sheets and attendance records to the COTR;

continuous minor (i.e. typos, date changes, non-substantive) updates to the course materials and design; and binding of all course materials.

3.3 Personnel/Technical Skills Required

The services under this IDIQ require expertise in performance management and strategic planning as they relate to international development assistance; training and technical assistance; report writing; information technology; and project management.

The contractor shall be requested to provide experts on the technical sectors in which the Agency works. Contractor personnel listed in the contractor’s proposal shall be incorporated in Section J of the resulting contract. Any substitutions, except for key personnel, shall require approval from the Contracting Officer Technical Representative (COTR). Changes to the key personnel will be considered a contract change and shall require approval from the Contracting Officer and concurrence from the COTR.

3.3.1 Project Management

The offeror shall propose the following two functions to carry out the tasks specified in this Statement of Objectives.

3.3.1.2 Technical Manager

The Technical Manager shall serve as the contractor’s chief liaison to the COTR and provide overall leadership for all technical aspects of the work performed under this contract. This person shall serve as the Contractor’s principal subject matter expert and will also have responsibility for managing all project staff.

3.3.1.3 Business Manager

The Business Manager, in coordination with the Technical Manager, shall ensure effective coordination of all tasks under this IDIQ. This person shall continuously monitor all aspects of contract activities, and recommend adjustments when necessary.

3.3.2 Analytic Support

There are three levels of analysts required to carry out the tasks specified in this section of the contract; senior, mid-level and junior.

3.3.3 Implementation Support: Training and Technical Assistance There are two categories of personnel required for this section of the contract:

Trainers and Technical Advisors. For Trainers and Technical Advisors, there is an anticipated need for senior and mid-level staff with support from junior-level program associates.

3.3.3.1. Training Program Associates shall provide administrative and logistical support for the Trainings component. They may also be called on to prepare drafts and copy edit reports under this component

3.3.3.2 Technical Advisors

Technical Advisors shall provide services under Section 3.1 Analytic Support and Section 3.2 Implementation Support of this contract. Technical Advisors shall: (1) conduct analysis of Agency performance in specific sectors to inform decision-making; and (2) provide technical assistance and training to strengthen the ability of Agency staff to plan, implement, and assess program and management performance.

This could be in form of technical assistance specific to a particular program or more generally with respect to the Agency’s strategic planning and performance management policies and practices. Technical Advisors may perform these services as individuals or as part of teams that include Agency staff and/or other contractor staff. They may be asked to provide recommendations through written reports and/or oral briefings on the outcome of the technical assistance.

There are ten categories of Technical Advisors: (1) Strategic Planning and Performance Management Technical Advisor (2) Economic Growth Technical Advisor (3) Agricultural Development Technical Advisor (4) Population, Health and Nutrition Technical Advisor (5) Environment and Natural Resources Technical Advisor (6) Democracy and Governance Technical Advisor (7) Conflict Resolution and Reconstruction Technical Advisor (8) Humanitarian Assistance Technical Advisor

(9) Gender Issues Technical Advisor (10) Youth Issues Technical Advisor.

3.3.3.2.1 Strategic Planning and Performance Management Technical Advisors shall analyze performance information to improve decision-making, and provide technical assistance for efforts that support development assistance programs. This will include: developing strategic plans, program objectives, results and logical frameworks, and performance management plans. It may also include assistance in selecting and formulating performance indicators, creating data collection plans, and conducting data quality assessments. As needed, these technical advisors may be asked to work across sectors.

3.3.3.2.2 Economic Growth Technical Advisors shall analyze performance information to improve decision-making, conduct sector specific trainings, and provide technical assistance for efforts that support development assistance programs in economic growth. As needed, these technical advisors may be asked to work across sectors.

3.3.3.2.3 Agricultural Development Technical Advisors shall analyze performance information to improve decision-making, conduct sector specific trainings, and provide technical assistance for efforts that support development assistance programs in agricultural development.