RFQ_ Solicitation no.72067423Q00002.pdf

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Issue Date: June 29, 2023

Due Date & Time for Questions: July 7, 2023 at 6:00pm South Africa Time

Due Date & Time for Quotes: July 25, 2023 at 17:00 South Africa time

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

Subject: Request for Quotation (RFQ): No. 72067423Q00002

USAID/Southern Africa Organizational Development

Dear Offerors:

The United States Government, represented by the United States Agency for International Development Southern Africa (USAID/SA) requests quotes for implementation of the USAID/SA Organizational Development contract as described this solicitation. This procurement will be conducted in accordance with Federal Acquisition Regulations (FAR) 12 Commercial Services, FAR 13 Simplified Acquisition Procedures and FAR 15 Contracting by Negotiation. The NAICS code for this procurement is 541612.

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

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

This RFQ in no way obligates the U.S Agency for International Development to issue a contract, nor does it commit USAID to pay any cost incurred in the preparation and submission of your quote.

Sincerely, Nancy Kleinhans Regional Contracting Officer

Enclosures:

Attachment 1: Contract Terms and Conditions Attachment 2: Statement of Work Attachment 3: Instructions to Offerors Attachment 4: Quick Reference Registering to Work with USAID Non-US Based Partners mailto:proposals@usaid.gov mailto:ahorugavye@usaid.gov http://www.sam.gov/

RFQ# 72067423Q00002,

USAID SA Organizational Development

Attachment 1 – CONTRACT TERMS AND CONDITIONS

A. PLACE OF PERFORMANCE

The place of performance is South Africa. USAID/SA offices are located in Pretoria. Venue selections for annual retreats and/or other activities will be within the Pretoria region.

B. GEOGRAPHIC CODE

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

C. PERIOD OF PERFORMANCE

The period of performance is one 12-month base period with four 12-month option periods.

The Government will notify the Contractor of its intent to exercise each option within 30 calendar days of the end of each period of performance.

The base period of performance is from [12 months actual dates to be inserted prior to award.

Award is anticipated to occur on about September 5, 2023].

Option Year 1 period of performance – [12 months actual dates to be inserted prior to award.] Option Year 2 period of performance – [12 months actual dates to be inserted prior to award.] Option Year 3 period of performance – [12 months actual dates to be inserted prior to award.] Option Year 4 period of performance – [12 months actual dates to be inserted prior to award.]

D. CONTRACT TYPE AND TERMS OF PAYMENT

This is a firm fixed price contract.

The total price for the base year is [$ to be completed prior to award].

The total price for option year 1 is [$ to be completed prior to award].

The total price for option year 2 is [$ to be completed prior to award].

The total price for option year 3 is [$ to be completed prior to award].

The total price for option year 4 is [$ to be completed prior to award].

The total price for the base and all option years is [$ to be completed prior to award].

Payment will be made upon approval of deliverables described in Section V. below.

E. KEY PERSONNEL

The Contractor must furnish the following key personnel:

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

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

Minimum Qualifications and Experience Required for Key Personnel:

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

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

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

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

F. REPORTS AND DELIVERABLES

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

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

BASE YEAR ONE DELIVERABLES

# Title & Description Due Date Amount %

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

[MM/DD/

YY]

$TBD XX%

2 Retreat Agenda: (1) abbreviated version for handout/distribution to all staff and (2) detailed retreat plan including facilitator name, description of participants (e.g. who / what offices participate in each session), description of session objectives and activities, and allocated time factoring in a morning and afternoon break and lunch.

[MM/DD/

YY]

$TBD XX%

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

[MM/DD/

YY]

$TBD XX%

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

[MM/DD/

YY]

$TBD XX%

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

[MM/DD/

YY]

$TBD XX%

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

[MM/DD/

YY]

$TBD XX%

Ad Hoc Reports

1 Organizational Development Support Reports - The contractor must provide a concise monthly report on ongoing and recently completed ad-hoc services. The report should include the amount of LOE spent on each ad-hoc request and the amount of LOE remaining overall. If there are no ongoing or completed ad-hoc requests within the past month no report is required.

[MM/DD/

YY]

$TBD XXX

OPTION YEAR 1 DELIVERABLES

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

[MM/DD/

YY]

$TBD XX%

2 Retreat Agenda: (1) abbreviated version for handout/distribution to all staff and (2) detailed retreat plan including facilitator name, description of participants (e.g. who / what offices participate in each session), description of session objectives and activities, and allocated time factoring in a morning and afternoon break and lunch.

[MM/DD/

YY]

$TBD XX%

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

[MM/DD/

YY]

$TBD XX%

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

[MM/DD/

YY]

$TBD XX%

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

[MM/DD/

YY]

$TBD XX%

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

[MM/DD/

YY]

$TBD XX%

Ad Hoc Reports

1 Organizational Development Support Reports - The contractor must provide a concise monthly report on ongoing and recently completed ad-hoc services. The report should include the amount of LOE spent on each ad-hoc request and the amount of LOE remaining overall. If there are no ongoing or completed ad-hoc requests within the past month no report is required.

[MM/DD/

YY]

OPTION YEAR 2 DELIVERABLES

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

[MM/DD/

YY]

$TBD XX%

2 Retreat Agenda: (1) abbreviated version for handout/distribution to all staff and (2) detailed retreat plan including facilitator name, description of participants (e.g. who / what offices participate in each session), description of session objectives and activities, and allocated time factoring in a morning and afternoon break and lunch.

[MM/DD/

YY]

$TBD XX%

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

[MM/DD/

YY]

$TBD XX%

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

[MM/DD/

YY]

$TBD XX%

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

[MM/DD/

YY]

$TBD XX%

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

[MM/DD/

YY]

$TBD XX%

Ad Hoc Reports

1 Organizational Development Support Reports - The contractor must provide a concise monthly report on ongoing and recently completed ad-hoc services. The report should include the amount of LOE spent on each ad-hoc request and the amount of LOE remaining overall. If there are no ongoing or completed ad-hoc requests within the past month no report is required.

[MM/DD/

YY]

OPTION YEAR 3 DELIVERABLES

# Title & Description Due Date Amount %

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

[MM/DD/

YY]

$TBD XX%

2 Retreat Agenda: (1) abbreviated version for handout/distribution to all staff and (2) detailed retreat plan including facilitator name, description of participants (e.g. who / what offices participate in each session), description of session objectives and activities, and allocated time factoring in a morning and afternoon break and lunch.

[MM/DD/

YY]

$TBD XX%

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

[MM/DD/

YY]

$TBD XX%

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

[MM/DD/

YY]

$TBD XX%

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

[MM/DD/

YY]

$TBD XX%

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

[MM/DD/

YY]

$TBD XX%

Ad Hoc Reports

1 Organizational Development Support Reports - The contractor must provide a concise monthly report on ongoing and recently completed ad-hoc services. The report should include the amount of LOE spent on each ad-hoc request and the amount of LOE remaining overall. If there are no ongoing or completed ad-hoc requests within the past month no report is required.

[MM/DD/

YY]

OPTION YEAR 4 DELIVERABLES

# Title & Description Due Date Amount %

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

[MM/DD/

YY]

$TBD XX%

2 Retreat Agenda: (1) abbreviated version for handout/distribution to all staff and (2) detailed retreat plan including facilitator name, description of participants (e.g. who / what offices participate in each session), description of session objectives and activities, and allocated time factoring in a morning and afternoon break and lunch.

[MM/DD/

YY]

$TBD XX%

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

[MM/DD/

YY]

$TBD XX%

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

[MM/DD/

YY]

$TBD XX%

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

[MM/DD/

YY]

$TBD XX%

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

[MM/DD/

YY]

$TBD XX%

Ad Hoc Reports

1 Organizational Development Support Reports - The contractor must provide a concise monthly report on ongoing and recently completed ad-hoc services. The report should include the amount of LOE spent on each ad-hoc request and the amount of LOE remaining overall. If there are no ongoing or completed ad-hoc requests within the past month no report is required.

[MM/DD/

YY]

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

G. CONTRACTING OFFICER'S AUTHORITY

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

H. TECHNICAL DIRECTION AND DESIGNATION OF RESPONSIBLE USAID OFFICIALS

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

The Contracting Officer’s contact information is as follow:

[To be included prior to award]

I. PAYING OFFICE

The paying office for this award is:

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

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

COR.

J. ACCOUNTING AND APPROPRIATION DATA

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

Accounting Template

BBFY EBFY Fund OP Unit

OP

Unit

Dist. Progr.

Element

BGA EOCC Amt.

Total mailto:invoice@usaid.gov

K. CONFIDENTIALITY AND OWNERSHIP OF INTELLECTUAL PROPERTY

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

L. BRANDING AND MARKING

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

M. EXECUTIVE ORDER ON TERRORISM FINANCING (FEB 2002)

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

N. USAID DISABILITY POLICY ACQUISITION (DECEMBER 2004)

(a) The objectives of the USAID Disability Policy are (1) to enhance the attainment of United States foreign assistance program goals by promoting the participation and equalization of opportunities of individuals with disabilities in USAID policy, country and sector strategies, activity designs and implementation; (2) to increase awareness of issues of people with disabilities both within USAID programs and in host countries; (3) to engage other U.S.

government agencies, host country counterparts, governments, implementing organizations and other donors in fostering a climate of nondiscrimination against people with disabilities;

and (4) to support international advocacy for people with disabilities. The full text of the policy paper can be found at the following website:

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

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

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

O. SEXUAL MISCONDUCT (DECEMBER 2020)

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

(b)USAID has developed two methods for receiving allegations of sexual misconduct: USAID’s Unified Misconduct Reporting Portal, available on LaunchPad (launchpad.usaid.gov), and Service Desk, phone, (202) 712-1234. These are also available to the Contractor or its employee(s).

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

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

[END OF PROVISION]

P. FEDERAL ACQUISITION REGULATION (FAR) CLAUSES

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

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

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

NUMBER TITLE FEDERAL ACQUISITION REGULATION (48 CFR Chapter 1) DATE 52.203-17 Contractor Employee Whistleblower Rights and Requirement to Inform Employees of Whistleblower Rights APR 2014 52.204-7 System for Award Management OCT 2018 52.204-13 System to Award Management Maintenance OCT 2018 52.204-25 Prohibition on Contracting for Certain Telecommunications NOV 2021 and Video Surveillance Services or Equipment 52.212-4 Contract Terms and Conditions Commercial Products and Svcs DEC 2022

52.217-8 Option to Extend Services (NOV 1999)

The Government may require continued performance of any services within the limits and at the rates specified in the contract. These rates may be adjusted only as a result of revisions to prevailing labor rates provided by the Secretary of Labor. The option provision may be exercised more than once, but the total extension of performance hereunder shall not exceed 6 months. The Contracting Officer may exercise the option by written notice to the Contractor within 15 days.

(End of clause)

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

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

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

(c) The total duration of this contract, including the exercise of any options under this clause, shall not exceed 5 years.

(End of clause)

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

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

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

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

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

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

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

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

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

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

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

3509).

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

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

(5) (Reserved)

[ ] (6) 52.204-14, Service Contract Reporting Requirements (OCT 2016) (Pub. L. 111-117, section 743 of Div. C).

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

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

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

6101 note).

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

[ ] (11) Reserved

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

657a).

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

[ ] (14) (Reserved)

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

[ ] (ii) Alternate I (MAR 2020) of 52.219-6.

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

[ ] (ii) Alternate I (MAR 2020) of 52.219-7.

[ ] (17) 52.219-8, Utilization of Small Business Concerns (OCT 2022) (15 U.S.C. 637(d)(2) and (3)).

[ ] (18)(i) 52.219-9, Small Business Subcontracting Plan (OCT 2022) (15 U.S.C. 637(d)(4)).

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

[ ] (iii) Alternate II (NOV 2016) of 52.219-9.

[ ] (iv) Alternate III (JUN 2020) of 52.219-9.

[ ] (v) Alternate IV (SEP 2021) of 52.219-9.

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

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

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

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

637(d)(4)(F)(i)).

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

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

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

[ ] (24) 52.219-29, Notice of Set-Aside for, or Sole Source Award to, Economically Disadvantaged Women-Owned Small Business Concerns (OCT 2022) (15 U.S.C. 637(m)).

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

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

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

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

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

[ ] (30) 52.222-21, Prohibition of Segregated Facilities (APR 2015).

[ ] (31)(i) 52.222-26, Equal Opportunity (SEP 2016) (E.O. 11246).

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

[ ] (32)(i) 52.222-35, Equal Opportunity for Veterans (JUN 2020) (38 U.S.C. 4212).

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

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

793).

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

[ ] (34) 52.222-37, Employment Reports on Veterans (JUN 2020) (38 U.S.C. 4212).

[ ] (35) 52.222-40, Notification of Employee Rights Under the National Labor Relations Act

(DEC 2010) (E.O. 13496).

[X] (36)(i) 52.222-50, Combating Trafficking in Persons (NOV 2021) (22 U.S.C. chapter 78 and E.O. 13627).

[ ] (ii) Alternate I (MAR 2015) of 52.222-50 (22 U.S.C. chapter 78 and E.O. 13627).

[ ] (37) 52.222-54, Employment Eligibility Verification (NOV 2021). (E. O. 12989). (Not applicable to the acquisition of commercially available off-the-shelf items or certain other types of commercial products or commercial services as prescribed in FAR 22.1803.)

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

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

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

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

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

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

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

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

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

8259b).

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

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

[X] (45) 52.223-18, Encouraging Contractor Policies to Ban Text Messaging While Driving

(JUN 2020) (E.O. 13513).

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

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

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

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

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

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

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

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

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

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

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

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

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

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

5150).

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

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

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

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

[X] (59) 52.232-33, Payment by Electronic Funds Transfer-System for Award Management

(OCT 2018) (31 U.S.C. 3332).

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

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

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

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

637(d)(13)).

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

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

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

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

[ ] (1) 52.222-41, Service Contract Labor Standards (AUG 2018) (41 U.S.C. chapter 67).

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

206 and 41 U.S.C. chapter 67).

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

chapter 67).

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

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

[ ] (6) 52.222-53, Exemption from Application of the Service Contract Labor Standards to Contracts for Certain Services-Requirements (MAY 2014) (41 U.S.C. chapter 67).

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

(JAN 2022).

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

[ ] (9) 52.226-6, Promoting Excess Food Donation to Nonprofit Organizations (JUN 2020) (42 U.S.C. 1792).

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

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

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

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

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

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

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

3509).

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

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

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

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

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

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

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

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

793).

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

(K) 52.222-41, Service Contract Labor Standards (AUG 2018) (41 U.S.C. chapter 67).

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

[ ] (2) Alternate I (MAR 2015) of 52.222-50 (22 U.S.C. chapter 78 and E.O. 13627).

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

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

(O) 52.222-54, Employment Eligibility Verification (NOV 2021) (Executive Order 12989).

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

(JAN 2022).

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

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

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

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

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

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

Q. 752.252-2 AIDAR Clauses Incorporated by Reference MAR 2015

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

NUMBER TITLE AIDAR (48 CFR Chapter 7) DATE 752.202-1 Definitions- Supplement for USAID Contracts Involving JAN 1990

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

752.7006 Notices APR 1984

752.7009 Marking JAN 1993

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

752.7025 Approvals APR 1984

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

[End of Attachment 1]

Attachment 2 – STATEMENT OF WORK (SOW)

A. TITLE

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

B. PURPOSE

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

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

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

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

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

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

C. BACKGROUND

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

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

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

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

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

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

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

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

No. Office Name Foreign Service Officers

South African Employees

Contractor/Non- Permanent Staff

Total

1. Front Office 3 3 0 6

2. Legal Office 3 2 0 5

3. Program Office 6 14 1 21

4. Executive Office 6 49 0 55

5. Regional Office of Acquisition and Assistance

6 17 2 25

6. Regional Financial Management Office

4 37 2 43

7. Regional Environment, Education and Democracy Office

9 13 0 22

8. Regional Economic Growth Office

1 7 0 8

9. Health Office 5 57 7 77

10. Regional HIV & AIDS Program

2 13 4 19

TOTALS 45 212 16 281

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

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

The Mission, under the Mbombela staff empowerment program, has recently relaunched its mentorship program, invested in several Insights Discovery® Model Workshops to ensure collaboration and improved performance, introduced an executive coaching program for interested supervisors, and held an impactful weeklong leadership training workshop for roughly 40 staff members.