REVISED - RFQ1428884-7200AA20Q00025 - MAIF Solicitation 06.2020.pdf

RFQ1428884/7200AA20Q00025

Market Access and Innovative Finance

ISSUANCE DATE: May 15, 2020

QUESTION DUE DATE: May 22, 2020

QUESTION DUE TIME: 5:00 PM ET

CLOSING DATE: June 29, 2020

CLOSING TIME: 4:00 PM ET

SUBJECT: Request for Quotations (RFQ) GSA# RFQ1428884/USAID No. 7200AA20Q00025 under either the GSA Legacy 00CORP Professional Services Schedule (PSS) or GSA Multiple

Award Schedules (MAS)

The United States Government, represented by the United States Agency for International

Development (USAID), Bureau for Global Health's Center for Innovation and Impact (GH/CII), is seeking quotes from qualified GSA legacy PSS (SIN 874-1) or MAS (SIN 541611) holders interested in providing services for Market Access and Innovative Finance (MAIF) program as described in Section C.3 of this RFQ.

USAID expects to award a Time and Materials Task Order under this RFQ with a fixed ceiling price. The Government estimate for the performance of work under this RFQ is expected to be between $17.0 and $19.9 million dollars over a period of three-years. Revealing the Government

Cost/Price Estimate does not mean that Offerors should necessarily strive to meet the maximum amount. This order is anticipated to be awarded based on initial offers and be made to the

Offeror whose quote offers the best value to the Government considering both technical and cost/price factors.

Quotes shall be sent via email no later than the date stated above. Quotes submitted via any other medium will not be accepted. Offerors who encounter problems with their quote submission should email the point of contact listed below before the submission deadline. Offerors should retain a copy of their quote and accompanying enclosures for their records.

Please see Section L, INSTRUCTIONS, CONDITIONS AND NOTICES TO OFFERORS for instructions on quote submission.

Prospective offerors who have questions concerning the contents of this RFQ shall submit them via email only, no later than the date and time noted above to oaa.cii@usaid.gov. Any additional information regarding this RFQ, including the government's response to questions, will be provided, as necessary, through an amendment that will be posted in the same manner as this solicitation. Offers shall be provided in accordance with the attached information at the place and time specified, herein. Offerors wishing to respond shall submit the quote materials required in

Section L (Instructions, Conditions, and Notices to Offerors) of the RFQ by the date specified above.

mailto:oaa.cii@usaid.gov

Offeror should retain for their records copies of all correspondence and attachments that accompany their quotes. All correspondence should be clearly marked with the solicitation number: RFQ1428884/7200AA20Q00025in the subject line of the email.

This solicitation does not obligate USAID to execute an order, nor does it commit USAID to pay any cost incurred in the preparation and submission of proposals.

Sincerely, Abibou Oussantidja

Contracting Officer

M/OAA/GH

Office of Acquisition and Assistance

Contents

SECTION B – SUPPLIES OR COST/PRICE

B.1 TITLE

B.2 PURPOSE

B.3 ORDER TYPE

B.4 PAYMENT

B.5 ALLOWABLE COSTS

B.6 PROGRAM SUPPORT

B.7 LEVEL OF EFFORT (LOE)/COST/PRICE SCHEDULE

B.8 OTHER DIRECT COSTS

B.9 ACCOUNTING AND APPROPRIATION DATA

B.10 TRAVEL & TRANSPORTATION

B.11 GSA CONTRACT APPLICABILITY

SECTION C - STATEMENT OF WORK

C.1 BACKGROUND

C.2 OBJECTIVE AND PARTNER FACILITATION APPROACH

C.3 STATEMENT OF WORK

C.4 REQUIRED PROFESSIONAL SKILLS

SECTION D - BRANDING AND MARKING STRATEGY

D.1 USAID ACQUISITION REGULATION CLAUSES (48 CFR CHAPTER 7) NOTICE

LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

D.2 BRANDING POLICY

D.3 BRANDING STRATEGY AND IMPLEMENTATION PLAN

SECTION E – INSPECTION AND ACCEPTANCE

FEDERAL ACQUISITION REGULATION (48 CFR CHAPTER 1) CLAUSES ... 19

INSPECTION AND ACCEPTANCE AUTHORITY

SECTION F - DELIVERIES OR PERFORMANCE

F.1 USAID ACQUISITION REGULATION CLAUSES (48 CFR CHAPTER 7) NOTICE

LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

F.2 PERIOD OF PERFORMANCE

F.3 PLACE OF PERFORMANCE

F.4 STANDARD OF CONDUCT

F.5 KEY PERSONNEL

F.6 ACTIVITY DIRECTION AND COORDINATION

F.7 DELIVERABLE REQUIREMENTS

SECTION G - CONTRACT ADMINISTRATION DATA

G.1 USAID ACQUISITION REGULATION CLAUSES (48 CFR CHAPTER 7)

NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

G.2 ADMINISTRATIVE CONTRACTING OFFICE

G.3 CONTRACTING OFFICER’S AUTHORITY

G.4 CONTRACTING OFFICER’S REPRESENTATIVE (COR)

G.5 TECHNICAL DIRECTIONS/RELATIONSHIP WITH USAID

G.6 ACCEPTANCE AND APPROVAL

G.7 PAYING OFFICE AND PROCEDURES

G.8 CONTRACTOR'S PAYMENT ADDRESS: TBD

G.9 CONTRACTOR’S PRIMARY POINT OF CONTACT:

G.10 INVOICE FREQUENCY

SECTION H - SPECIAL ORDER REQUIREMENTS

H.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

H.2 AUTHORIZED GEOGRAPHIC CODE

H.3 ADS 302.3.5.16(a)(1) CONSCIENCE CLAUSE IMPLEMENTATION

(ACQUISITION)SOLICITATION PROVISION (February 2012)

H.4 ADS 302.3.5.16(a)(2) CONSCIENCE CLAUSE IMPLEMENTATION (February

2012) 30

H.5 ADS 302.3.5.16(a)(3) CONDOMS (ACQUISITION) (September 2014)

H.6 ADS 302.3.5.16(a)(4) PROHIBITION ON THE PROMOTION OR ADVOCACY

OF THE LEGALIZATION OR PRACTICE OF PROSTITUTION OR SEX

TRAFFICKING (September 2014)

H.7 ADS 302.3.5.19 USAID-Financed Third-party Web Sites (August 2013)

H.8 ADS 302.3.5.22 Submission of Datasets to the Development Data Library (DDL)

(October 2014)

H.9 CONFIDENTIALITY AND OWNERSHIP OF INTELLECTUAL PROPERTY

H.10 DISCLOSURE OF INFORMATION

H.11 ETHICS

H.12 ORGANIZATIONAL CONFLICTS OF INTEREST: PRECLUSION FROM

IMPLEMENTATION CONTRACT

H.13 ADS 302.3.6.13 Prohibition on Transactions with Designated Entities – Office of

Foreign Assets Control (OFAC) (July 2007)

H.14 PROVIDING ACCELERATED PAYMENT TO SMALL BUSINESS

SUBCONTRACTORS (DEVIATION) (AUG 2012)

H.15 REPORTING WASTE, FRAUD, ABUSE AND THEFT

H.16 SALARY SUPPLEMENTS

H.17 SUBCONTRACTING CONSENT

H.18 PROTECTION OF INFORMATION

H.19 PRIVACY ACT

H.20 CONFIDENTIALITY AND NONDISCLOSURE

SECTION I – CLAUSES

I.1 ADDITIONAL FAR AND AIDAR CLAUSES - A.I.D. ACQUISITION REGULATION

(48 CFR CHAPTER 7) CLAUSES

I.2 AIDAR CLAUSES:

I.3 FAR 52.204-1 APPROVAL OF CONTRACT (DEC 1989)

I.4 FAR 52.217-8 OPTION TO EXTEND SERVICES (NOV 1999)

I.5 FAR 52.217-9 OPTION TO EXTEND THE TERM OF THE CONTRACT (MAR

2000) 43

I.6 FAR 52.244-2 SUBCONTRACTS (OCT 2010)

I.7 AIDAR 752.225-70 SOURCE, ORIGIN AND NATIONALITY REQUIREMENTS

(FEB 2012)

I.8 AIDAR 752.7004 EMERGENCY LOCATOR INFORMATION (JUL 1997)

I.9 EXECUTIVE ORDER ON TERRORISM FINANCING

I.10 AIDAR 752.242-70 Periodic Progress Reports (OCT 2007)

I.11 AIDAR 752.7005 Submission Requirements For Development Experience

Documents (SEP 2013) (Class Deviation OAA-DEV-13-01c)

I.12 AIDAR 752.204-72 ACCESS TO USAID FACILITIES AND USAID’s

INFORMATION SYSTEMS (MAY 2016)

(DEVIATION NO.: M/OAA-DEV-AIDAR-16-2c)

I.13 AADAR 16-02 RESTRICTIONS AGAINST DISCLOSURE (MAY 2016)

I.14 AADAR 16-02 SOFTWARE LICENSE ADDENDUM (MAY 2016)

I.15 AADAR 16-02 USE OF INFORMATION TECHNOLOGY NOTIFICATION (MAY

2016) (DEVIATION NO. M/OAA-DEV-FAR-16-1c)

I.16 AADAR 16-02 MEDIA AND INFORMATION HANDLING AND PROTECTION

(MAY 2016)

I.17 AAPD 16-02 PRIVACY AND SECURITY INFORMATION TECHNOLOGY

SYSTEMS INCIDENT REPORTING (MAY 2016)

I.18 AADAR 16-02 SKILLS AND CERTIFICATION REQUIREMENTS FOR

PRIVACY AND SECURITY (MAY 2016)

I.19 AADAR 16-02 ELECTRONIC AND INFORMATION TECHNOLOGY (MAY

2016) 59

I.20 ELECTRONIC AND INFORMATION TECHNOLOGY (MAY 2016)

SECTION J – ATTACHMENTS

SECTION L - INSTRUCTIONS, CONDITIONS AND NOTICES TO CONTRACTORS

L.1 ELIGIBILITY

L.2 PROPOSAL DELIVERY INSTRUCTIONS

L.3.a. GENERAL INSTRUCTIONS FOR THE PREPARATION OF THE TECHNICAL

PROPOSAL

L.3.b. SPECIFIC INSTRUCTIONS FOR THE PREPARATION OF THE TECHNICAL

PROPOSAL

L.4 INSTRUCTIONS FOR THE PREPARATION OF THE PRICE/BUSINESS

PROPOSAL

SECTION M – EVALUATION FACTORS FOR AWARD

M.1 GENERAL INFORMATION

M.2 TECHNICAL EVALUATION FACTORS

M.3 AWARD OF AN ORDER

SECTION B – SUPPLIES OR COST/PRICE

The Contractor is bound by the terms and conditions of their GSA Multiple Award Schedule

(MAS) contract in addition to any terms outlined in this section.

B.1 TITLE

Market Access and Innovative Finance (MAIF)

B.2 PURPOSE

The purpose of this order is to support USAID’s Bureau for Global Health (GH) in acquiring support services and technical assistance from a variety of firms, organizations, and/or consultants on a range of diverse market access activities, which could include strategic planning for introduction and scale, market shaping, innovative financing, private sector engagement, and/or human-centered design. Through market access efforts, USAID looks to employ private-sector and business-minded approaches to speed up progress toward achieving health goals and partner country self-reliance.

B.3 ORDER TYPE

This is a Time and Materials (T&M) task order with labor hours/days for labor category, with provision for cost reimbursement of expenses of other materials relating to non-schedule costs for travel and other direct costs, as described below. All labor categories must use labor rates in accordance with the Contractor’s GSA MAS or legacy PSS contract.

The Contractor may be required to travel in performance of this contract. Allowable travel, lodging, and per diem charges will be reimbursed by USAID in accordance with FAR Part 31, Federal Travel Regulations, and as specifically approved in advance, in writing, by the Contracting

Officer (CO) or delegated authority. The Industrial Funding Fee does not apply to travel and per diem charges.

The Contractor may utilize subcontracts as an Order-Level Material (OLM) provided that, per

GSA requirements, such OLMs are ancillary to the primary purpose of the task order. Additionally, Contractors may also utilize GSA Schedule Contractor Team Arrangements (CTAs) with other

GSA Schedule Holders.

B.4 PAYMENT

See Section E – Contract Administration Data for paying office information.

B.5 ALLOWABLE COSTS

The U.S. dollar costs allowable shall be limited to reasonable, allocable, and necessary costs determined in accordance with FAR 52.216-7, Allowable Cost and Payment.

B.6 PROGRAM SUPPORT

ALL labor performed under this contract must be mapped to an appropriate GSA category/rate named in the Order regardless of the contractor’s hiring mechanism for labor (e.g., subcontract, short/long term consultant, direct hire employees, headquarters staff, purchase order, etc.). If anticipated other direct costs are not as described in Section B.8, a request to add an open market item(s) IAW FAR 8.402(f) must be submitted prior to incurring the costs and approved by the

Contracting Officer. An exception to this is OLM CLINs, provided the Contractor follow GSA guidelines. Labor charged as an ODC is Unallowable unless otherwise approved by the

Contracting Officer.

• The Prime contractor’s loaded hourly labor rates shall apply to all labor (prime and subcontract) under this task order.

• The contractor must use the plug figures indicated for travel in their cost/price proposal.

• It is the contractor's responsibility to ensure that adjustments to the workdays ordered for each functional labor category do not result in costs incurred which exceed the ceiling cost/price of this contract. Under no circumstances will such adjustments authorize the contractor to be paid any sum in excess of the ceiling cost/price.

• Special Notes on Categorization of Costs: The objectives and tasks of this contract must be achieved and performed via the GSA labor categories stated in this section.

B.7 LEVEL OF EFFORT (LOE)/COST/PRICE SCHEDULE

The Contractor must provide a services/costs/prices schedule indicating the Level-of Effort (LOE) ceiling for each labor category, fixed hourly rate, inclusive of wages, overhead, general and administrative expenses, and profit, and materials. Please see Attachment J.1(a - b). Costs for transportation, lodging, meals, and incidentals incurred by the Contractor are allowable subject to the limitations contained in the Federal Travel Regulations and Joint Travel Regulations, and subject to the extent authorized by USAID. The following are the labor and other costs ceilings:

CONTRACT CEILING (See Section J – Attachments)

Please note that the contractor will not be paid any sum in excess of established ceiling price.

B.8 OTHER DIRECT COSTS

(a) Other direct costs necessary for the performance of the work under this contract, such as travel and transportation, materials, lodging, ancillary expenses and other costs USAID determines to be relevant may be authorized.

(b) The CO determines which other direct costs are allowable, allocable, and fair and reasonable in accordance with the applicable federal cost principles (i.e., FAR 31.2 and AIDAR 731.2 for commercial (for profit) organizations or FAR 31.3 and AIDAR 731.3 for educational institutions, or FAR 31.7 and AIDAR 731.7 for other not-for- profit organizations). For those other direct costs the CO authorizes, Contractors are allowed to recover applicable indirect costs on these costs, if doing so is part of the Contractor’s usual accounting procedures, consistent with the applicable cost principles, and are included in the Contractor’s Negotiated

Indirect Cost Rate Agreement.

B.9 ACCOUNTING AND APPROPRIATION DATA

TBD

B.10 TRAVEL & TRANSPORTATION

a) Local travel, commuting costs or the relocation of Contractor personnel from other geographic areas for the purpose of staffing a project are not subject to Government reimbursement. The Government will not pay charges for travel to and from the Contractor's home to a Government office or offices or to/from one company or subcontractor's building to another. Travel for technical personnel on approved STTA and LTTA to missions is reimbursable.

b) All international travel shall be in compliance with the provisions of the Federal Travel

Regulations (FTR) 301.10.121, Federal Acquisition Regulation Subpart 31.205-46 and

USAID Travel Policy. The Federal Travel Regulations and current per diem rates can be accessed at: http://www.gsa.gov/ftr.

c) No profit or fee will be applied to Travel, in accordance with FAR 16.601.

B.11 GSA CONTRACT APPLICABILITY

The start date of this Task Order must be within the Contractor’s GSA Contract performance period. All contract provisions as applicable in the vendor’s GSA single Professional Services

Schedule (PSS) will apply to this Task Order.

a) Maximum Task Order Hourly Rates: The hourly rates invoiced under any resultant Task

Order from this RFQ shall never exceed the contractor’s GSA contract rates, less any agreed upon Task Order discount percentage.

b) GSA PSS Contract Hourly Rate Decrease Notice and Effect: The Contractor agrees to notify the Task Order Contracting Officer within 3 calendar days whenever a modification to its GSA PSS Contract results in a decrease in hourly rates. This notice only applies to

Contract cost/price decreases. Unless explicitly agreed to elsewhere in this Task Order, any increase in Contract rates will have no effect on Task Order rates. The Contractor shall bill at the decreased rates (less any agreed upon Task Order discount percentage) beginning on the effective date of its PSS Contract modification. A Task Order modification will be http://www.gsa.gov/ftr executed unilaterally as soon as practicable to acknowledge the retroactive date and decrease in hourly rates.

END OF SECTION B

SECTION C - STATEMENT OF WORK

C.1 BACKGROUND

Introduction

Over the past 60 years, there have been enormous strides in the global health space. For example, there has been a 40% reduction in under 5 child mortality and a 35% reduction in new HIV infections.

However, progress in some low and middle-income countries lags far behind that of high-income countries. New opportunities have emerged to address these challenges in new ways. Since USAID’s inception, for example, we have seen a historic five-fold increase in GDP per capita in the world. Today, that translates to about $200T in global capital markets. Just 0.5% of that would be enough to fill our

Health Sustainable Development Goal (SDG) funding gap. Realizing our SDGs as a global health community will depend on how well our innovation can spur better, more cost-effective solutions to existing and new challenges.

USAID’s Center for Innovation and Impact (CII)’s focus remains on staying ahead of the curve, capturing and applying state-of-the art practices, and turning innovation into impact. CII catalyzes innovation by sourcing new innovations, scaling existing innovations through targeted support, and strengthening the use of innovation in global health programs. To scale global impact, CII also invests in market access activities, such as strategic planning, market shaping, and/or innovative financing. CII also strengthens cross-cutting enablers such as digital health, human-centered design, private sector engagement, and public goods. USAID believes that by applying a diverse range of market access activities, global health products and services can more efficiently and effectively reach those most in need, ultimately improving and saving lives.

Background

USAID has a long-standing record of success in the development, introduction and scale-up of high-impact health products and interventions. Yet, with countless life-saving health innovations, readily available in much of the world, relatively few are accessible to citizens of disease-burdened, low-income countries. By recognizing that successful product development and introduction requires viable public and private markets with clear pathways to achieve scale-up, the Agency continues to rely on innovative thinking to push boundaries and address formidable scale-up-inhibiting barriers which, all too often, prevent innovations from reaching the poor. Market access activities can accelerate the introduction and scale-up of global health products and services such that they can more efficiently and effectively reach those most in need, ultimately improving and saving lives. In addition, by leveraging non-traditional financing tools, USAID can both crowd in new funding and utilize donor funds more effectively. Today, private capital represents the majority of money entering developing and emerging markets due to a growing recognition that emerging and frontier markets are expected to account for 97 percent of the globe’s population growth through 2030. These trends increasingly signal the potential for USAID, implementing partners and other development agencies to pivot and create programs that enable private capital providers to become a primary driver of inclusive growth, reform and poverty alleviation.

This activity falls under the umbrella of the Next Gen Market-Based Solutions to Global Health program.

The purpose of this program is to employ business-minded approaches to speed up progress toward achieving health goals and partner country self-reliance. The Next Gen Market-Based Solutions to Global

Health program is comprised of two separate but complementary awards:

(i) Market Access and Innovative Finance (MAIF): Through a diverse set of market access activities, including strategic planning for introduction and scale, market shaping, innovative financing, private sector engagement, and/or human-centered design (HCD), global health products and services can more efficiently and effectively reach those most in need.

(ii) Innovation Support & Digital Health: This award helps innovations grow beyond the validation or pilot phase by providing innovators with the technical, financial and operational support they need (e.g., business case strengthening, market landscapes, partnership to scale planning, HCD support, etc.). In addition, it supports: partners and innovators to advance adaptable, replicable digital tools; governments and country-based technology experts to strengthen local capacity to implement and manage digital health programs; and donors to identify new ways to invest that ensure long-term success and align with country priorities.

The work to be performed under this order is tied only to the requirements of the MAIF activity. The other work area is described for information purposes so that the Facilitating Partner understands the holistic design of the Next Gen Market-Based Solutions to Global Health program. The MAIF activity will align with, and adhere to in its entirety, the Agency-wide commitments mandated by USAID’s

Gender Equality and Female Empowerment Policy, issued in March of 2012, to reduce gender disparities in access to, control over, and in benefiting from resources, wealth, opportunities, and services; to reduce gender-based violence and mitigate its harmful effects on individuals; and to increase the capability of women and girls to realize their rights, determine their life outcomes, and influence decision-making in households, communities, and societies.

C.2 OBJECTIVE AND PARTNER FACILITATION APPROACH

The objective of this award is for USAID to acquire support services and technical assistance from a variety of firms, organizations, and/or consultants on a range of diverse market access activities, which could include strategic planning for introduction and scale, market shaping, innovative financing, private sector engagement, and/or human-centered design. Through market access efforts, USAID looks to employ private-sector and business-minded approaches to speed up progress toward achieving health goals and partner country self-reliance. Given the diversity and wide range of needs, USAID requires the

Contractor to use a Partner Facilitation Approach to obtain the talent of proven, smaller, and technically-specialized firms that are well-positioned and experienced to address MAIF issues.

The Partner Facilitation Approach follows an umbrella approach, where a traditional prime partner works to build up, where possible and appropriate, the capacity of traditional, new and underutilized partners.

The Partner Facilitation Approach should aim to provide USAID with access to a pool of specialized partners and expertise on demand. The Facilitation Partner (the Contractor) acts as a coordinating agency, connecting its client, USAID, with a strong partner network that has specialized expertise and resources across various sectors and geographic regions.1 The Facilitation Partner must also enable new and

1 An example of such an approach is the USAID INVEST mechanism: https://www.usaid.gov/INVEST https://www.usaid.gov/INVEST underutilized partners to join its network by streamlining the procurement process and helping new firms navigate USAID requirements.

Using a Partner Facilitation Approach, the Contractor will be expected to:

● Streamline the procurement process for partners;

● Guide partners on USAID requirements;

● Build a partner network, serve as a coordinating agency and provide USAID with access to a pool of specialized partners, on demand; and,

● Aggregate knowledge and learning across a global health portfolio and implement feedback loops to integrate lessons learned into ongoing and future work.

For the MAIF award, the Contractor must have the ability to provide and/or procure specialized expertise for a given activity across a consortium of firms/subcontractors. The Contractor is expected to source specialized expertise, support development of activity work plans that will include budgets, and ensure an efficient and rapid start to new activities. Through its activities, the Contractor, its network, and its partners subcontracted using the Partner Facilitation Approach, will support a variety of operating units within USAID, including operating units in Washington, DC and Missions. The Contractor will work with the Center for Innovation and Impact (CII) and other USAID Missions or operating units. The

Contractor must have a demonstrated knowledge of market access for quickly and effectively mobilizing specialized technical firms and expertise across its consortium for any given activity.

The Contractor is expected to form Contractor Teaming Arrangements or a consortium with organizations that can meet the diverse market access needs of this award. The Contractor should also have the ability to bring on new partners using the Partner Facilitation Approach, as needed ,to fulfill any additional requirements for specific projects.

C.3 STATEMENT OF WORK

This contract will take a service-oriented approach to providing a diverse range of market access activities to both CII and other parts of USAID, including Missions. Requests for services under this contract will be demand-driven and are contingent upon the availability of USAID needs and funding. The Contractor and its network of expertise, including its network of non-US-based expertise, must be able to work in low- and middle-income countries and be capable of providing services in the United States and internationally. The Contractor and its partner organizations must have demonstrated experience in collaboration and coalition-building given the complexity of the global health ecosystem. Throughout all activities, USAID gender equality and female empowerment goals must be supported.

(a) Potential Areas of Expertise

In order to provide the services required, the Contractor must access through its network and/or through firms subcontracted by using the Partner Facilitation Approach, demonstrated technical skills and expertise in the following illustrative areas:

● Performing detailed market research

● Strategy and introduction planning (i.e., developing end-to-end strategy for a product or solution being introduced) that captures the activities, market conditions and incentives, actors, and resources necessary to successfully introduce and scale up a health product or solution

● Market shaping to analyze market inefficiencies and develop high-potential market shaping interventions in coordination with key stakeholders

● Innovating financing, including crowding in new funding to global health and utilizing donor funds more effectively, for example designing development impact bonds, private capital funds, and working capital facilities

● Proven expertise brokering investment commitments and blended and innovative financing mechanisms

● Human-centered design and iterating and prototyping on solutions

● Private sector engagement

● Developing public goods and practical guides for the broader global health community on frameworks, cases studies, or other guides on how to address barriers to the development, introduction, and scale-up of global health products and services

(b) Illustrative Tasks (Non-exhaustive)

Develop strategy and implementation plan for product or service launch

The process of introducing and scaling global health solutions can be complex, lengthy, and resource intensive. Whether incorporating user research into a compelling target product, executing a coordinated global clinical trial, developing an effective demand generation campaign, or convincing busy country-level advocates and regulators of the value of a new approach, there is no shortage of potential activities that must be considered, prioritized, and addressed. Analysis has shown that accelerating scale-up by even one year can have a significant impact on lives saved. Activities could include, but are not limited to, the below:

● Conduct desk research to develop baseline understanding

● Conduct analysis to inform strategy and implementation plan, including outlining the rationale for where and why investments should be spent

● Engage in stakeholder coordination for situational analysis, alignment of interests, and coalition building

● Work across public and private sectors to ensure sustainability

● Coordinate and host workshops with relevant stakeholders, as necessary and appropriate

● Iterate on feasibility analyses to determine / communicate likelihood of successful product or service launch and revisit strategy and implementation plan as needed

● Prioritize activities across clinical and regulatory needs; market and user needs; policy and advocacy needs; manufacturing and distribution needs; and, coordination needs.

● Synthesize analysis into an actionable strategy and implementation plan that includes workplan, cost estimates, and metrics for tracking

Identify market shaping opportunities and detailed interventions

Market shaping can disrupt current practices or transform existing market structures, creating efficiencies that support our collective goals in global health. Actors at both ends of the market – producers and purchasers – may face high transaction costs, critical knowledge gaps or imbalanced risks that hamper their participation in the market and lead to market shortcomings. Countries, donors and procurers can use their purchasing power, influence and access to technical expertise to address root causes of these shortcomings and influence markets for improved health outcomes. Designed to be transformative, market-shaping interventions aim to reduce long-term demand and supply imbalances and reach a sustainable equilibrium. Activities could include, but are not limited to:

● Analyze market shortcomings

● Diagnose root causes of market shortcomings

● Assess market shaping options

● Synthesize analysis into an actionable market shaping intervention with clear activities and package into compelling opportunity

● Define tracking metrics that stakeholders can use to ensure market shaping intervention is progressing

● Coordinate and host workshops with relevant stakeholders, as necessary and appropriate

● Engage in stakeholder coordination for situational analysis, alignment of interests, and coalition building

Identify innovative finance opportunities and broker investment commitments

The landscape of global development finance is changing. Official development assistance is no longer the dominant source of capital in many of the U.S. Agency for International Development’s (USAID’s) priority countries, yet it remains vital to support their advancement. Innovative finance opportunities will seek ways to leverage private investment and apply non-traditional approaches to finance the achievement of our goals in global health. Activities could include, but are not limited to:

● Define the health issue and underlying challenges to determine if financing is a challenge

● Analyze and prioritize the specific financing challenges underpinning the health issue

● Determine the potential for adopting an innovative finance approach by evaluating: the sustainability of the underlying program or intervention; the potential for increased efficiency by engaging the private sector; and the presence and interest of private sector players

● Shortlist instruments that address the financing challenges and align with the country context

● Detail innovative financing instrument / transaction, including pitch decks, investment memos, and any other potential documents needed

● Broker investment commitments and blended and innovative financing mechanisms by developing and executing on work plans to mobilize private capital or promote efficiency and effectiveness of global health investments.

● Engage in stakeholder coordination for situational analysis, alignment of interests, and coalition building

Conduct and apply human-centered design approaches

Human-centered design approaches provide support to ensure the development of products, services, delivery models, and programs more effectively meet the needs of end-users and / or other key stakeholders. Activities could include, but are not limited to:

● Develop a baseline understanding of content and dynamics related to a given global health problem or user group

● Perform a rapid series of analyses, interviews, and observations to understand the lives, needs, expectations, and behavior of different users and stakeholders based on a clear understanding of the challenge and global health problem being addressed

● Translate and prototype opportunities into concrete action through the development of a range of short and long-term concepts which target different layers and actors within the health system

● Translate preferred concepts into tangible solutions and recommendations based on feedback collected on the early concept(s) and/or solution(s) and subsequent revisions

Develop public goods

Practical guides for the broader global health community on how to address barriers to the development, introduction, and scale-up of global health products and services can share lessons learned and best practices. Activities could include, but are not limited to:

● Synthesize lessons learned

● Determine what format the public good should be (e.g., website, publication)

● Co-author public good with USAID staff

● Ensure the public good is in a professional, designed form

Coordinate logistics of basic knowledge sharing opportunities

To share lessons learned from activities, the Contractor may need to coordinate low-lift knowledge sharing opportunities, such as coordinating webinar logistics. Note that content support will not be needed. Deliverables include, but are not limited to:

● Coordinating webinar logistics for subcontractors to share lessons learned.

● Identifying venues and publications to share lessons learned.

C.4 REQUIRED PROFESSIONAL SKILLS

The Contractor shall provide sufficient staffing to perform the required services.

C.4.1 Key Personnel

Any key personnel must be available full-time. Transfer, removal, or replacement of key personnel, or changes in their job descriptions, is subject to prior approval by the CO, and will require submission of resumes/job descriptions for the key personnel which describe the function, responsibilities, and requirements in relation to the position. A minimum of two key personnel positions are required, which is the Project Director, to be the overall lead for managing the contract and its resources, in addition to the

Deputy Project Director. The minimum qualifications for the Project Director are a master’s degree and ten years of equivalent experience. The minimum qualifications for the Deputy Project Director are a master’s degree and seven years of equivalent experience.

C.4.2 Personnel

In addition to the key personnel, the Contractor shall have the capacity to hire staff in the proposed personnel categories in order to manage the workload described above. The actual onboarding of personnel shall depend on the workload and the funding provided by USAID.

[END OF SECTION C]

SECTION D - BRANDING AND MARKING STRATEGY

The Contractor is bound by the terms and conditions of their GSA Multiple Award Schedule (MAS) contract in addition to any terms in this section.

D.1 USAID ACQUISITION REGULATION CLAUSES (48 CFR CHAPTER 7) NOTICE

LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

The Contractor is bound by the terms and conditions of their GSA Schedule contract, as well as the terms and conditions of the order. The following clauses are incorporated by reference upon award. In addition to the clauses in Appendix I & II the following clauses are applicable to this procurement. Full text of all

AIDAR Clauses can be found at http://www.usaid.gov/policy/ads/300/aidar.pdf

NUMBER TITLE DATE

752.7009 Marking. Jan-93

D.2 BRANDING POLICY

Marking must comply with USAID “Graphic Standards Manual” available at http://www.usaid.gov/branding or any successor branding policy.

D.3 BRANDING STRATEGY AND IMPLEMENTATION PLAN

Will be finalized by the selected vendor in conjunction with USAID post-award.

[END OF SECTION D]

http://www.usaid.gov/policy/ads/300/aidar.pdf

SECTION E – INSPECTION AND ACCEPTANCE

FEDERAL ACQUISITION REGULATION (48 CFR CHAPTER 1) CLAUSES

The following contract clause relevant to this section is incorporated by reference:

Clause Reference Title Date

52.246-6 Inspection – Time-and-

Materials and Labor-Hours

MAY 2001

INSPECTION AND ACCEPTANCE AUTHORITY

(a) Inspection and acceptance of services will be in accordance with the FAR Clause listed aove.

(b) Inspection and acceptance for all contract lines will be completed by the CO and/or COR, dependent upon delegations of authority.

(c) All work and services will be subject to review by the Government. During performance of the work as described in Section C, the COR and the Contractor will jointly review the progress of the services.

The review will include discussion of any problems encountered and possible solutions to each problem.

Recurring performance issues will be documented by the COR and submitted to the Contracting Officer.

(d) Written notification or rejection of the Government’s final acceptance of all services will be provided by the CO or COR, dependent upon delegation of authority as specified.

[END OF SECTION E]

SECTION F - DELIVERIES OR PERFORMANCE

contract in addition to any terms in this section.

F.1 USAID ACQUISITION REGULATION CLAUSES (48 CFR CHAPTER 7) NOTICE

LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

The Contractor is bound by the terms and conditions of their GSA Schedule contract, as well as the terms and conditions of the order. The following clauses are incorporated by reference upon award. In addition to the clauses in Appendix I & II , the following clauses are applicable to this procurement. Full text of

AIDAR Clauses can be found at http://www.usaid.gov/policy/ads/300/aidar.pdf

Number Title Date

752.209-71 ORGANIZATIONAL

CONFLICTS OF INTEREST

DISCOVERED AFTER AWARD

June-93

752.242-70 PERIODIC PROGRESS REPORTS Oct-07

752.7005 SUBMISSION REQUIREMENTS

FOR DEVELOPMENT

EXPERIENCE DOCUMENTS

Sep-13

F.2 PERIOD OF PERFORMANCE

The total period of performance for this contract is three (3) years from the date of contract award; subject to the availability of funds. For planning purposes, this contract is expected to commence on or about

September of 2020.

F.3 PLACE OF PERFORMANCE

The primary place of performance is the United States of America. Work will be performed as described in the SOW and as directed by USAID.

F.4 STANDARD OF CONDUCT

The Contractor must be responsible for maintaining satisfactory standards of employee competency, conduct appearance and integrity, and must be responsible for taking such disciplinary action with respect to employees as may be necessary. The Contractor is also responsible for ensuring that his/her employees do not use Government resources except as authorized by the Government.

F.5 KEY PERSONNEL

The key personnel that the Contractor must furnish for the performance of this contract are as follows:

Project Director

The Project Director is responsible for providing overall strategic direction, managerial, and technical leadership to ensure the achievement of the Statement of Work and, ultimately, project success. The

Project Director will also provide routine strategic and directional guidance on any active engagements and key deliverables, lead proposal efforts, conduct major briefings, and manage the overall client relationship through frequent, direct client engagement. The Project Director also is responsible for re-directing project teams as needed and/or requested by the client.

The Project Director must possess the following qualifications:

● Master’s degree or higher in business, public health, or other related field.

● At least 10 years of demonstrated technical expertise, with substantial country context experience in low and middle-income countries, in at least one or more of the following technical areas:

design and implementation of innovative financing mechanisms, including blended financing;

strategy and/or management consulting; pharmaceutical and/or medical technology; market access bottleneck analyses; and, implementing appropriate strategies.

● Held previous positions with significant management responsibility in an international setting.

● Demonstrated experience managing awards of similar magnitude and complexity.

● Demonstrated ability to work with a wide range of government and civil society counterparts and donor and UN partners.

● Excellent oral and written communication skills in English.

Deputy Project Director

The Deputy Project Director will have experience and a comprehensive understanding of managing a diverse set of activities and a network of subcontractors for an award that focuses on low and middle-income countries (LMICs); strong management experience; strong problem-solving skills; strong collaboration skills; and experience in budgeting and financial management. The Deputy Project Director will have extensive experience in interacting with U.S. Government agencies, other donors, and implementing partners.

Deputy Project Director Requirements:

● Demonstrated knowledge of USAID’s policies, priorities, and projects.

● Master’s degree in international affairs, business, global health, or a related subject.

● At least seven years demonstrated experience in managing US government contracts, particularly with subcontractors.

● At least seven years of demonstrated experience in international development.

● Demonstrated experience managing awards of similar magnitude and complexity.

● Held previous positions with significant management responsibility in an international setting.

● Demonstrated ability to work with a wide range of government and civil society counterparts and donor and UN partners.

● Excellent oral and written communication skills in English.

● Experience in program design at USAID is preferable.

F.6 ACTIVITY DIRECTION AND COORDINATION

This section outlines procedures to be followed in identifying, planning, and executing specific activities under this order. The Contractor shall provide Market Access and Innovative Finance support services as requested by the COR and under the terms of this award. Some activities may be requested on very short notice, e.g., one to two weeks, and rapid response will be essential to ensure the effectiveness of the contract. Before the Contractor can begin work on an activity, the following steps must be completed.

F.6.a Step 1 -- Activity Request and Partner Facilitation Approach Determination

The COR will provide a written activity request to the Contractor. The Activity Request will contain the specific requirements of the activity. The Contractor will review the activity requirements jointly with the

COR and determine if the Partner Facilitation Approached should be used to obtain the necessary organizational capacity and/or expertise to accomplish the Activity or a portion of the Activity. An illustrative timeline is provided below.

1 With USAID leading, determine if any existing partner, or team of partners, in the consortium can and should fulfill the activity request

2 business days after the activity request

2 Preparation of solicitation document (if needed) which allows for sufficient time to obtain adequate number of responses of qualified bidders

4 business days after determination if any existing partner in the consortium can’t fulfill the activity request or a portion of the activity request

3 Compile and organize responses of eligible bidders (if needed)

3 business days after bid responses received

4 Coordinate and hold technical evaluation committee meeting with USAID (if needed)

7 business days after bid responses received

5 Execute subcontract with agreed upon activity implementation dates and intended deliverables

3 business days after completion of technical evaluation committee meeting

F.6.b Step 2 – Activity Work Plan, including Teaming and/or Specialized Partner Approach

The Contractor must be able to quickly and efficiently mobilize and coordinate with CII and other USAID operating units (as necessary) in response to activity requests. The Contractor will prepare an Activity

Work Plan in response to the Activity Request. The Activity Work Plan will contain information on the time requirements, proposed firms including small, technically-specialized firms subcontracted through the Partner Facilitation Approach; proposed staffing and qualifications of individuals proposed to carry out the activity; proposed LOE; the work to be done; and a projected timeline for completing the activity, including the onboarding of in-country partners (if necessary), ethics approval (if necessary); key milestones; the results to be achieved, and the relevant benchmarks. The Activity Work Plan shall outline all deliverables to be produced by each assignment, considering the target audience and purpose. The

Activity Work Plan must be approved by the COR prior to the Contractor starting the activity.

Developing an Activity Work Plan may involve hosting co-creation sessions.

F.6.c Step 3 -- Activity Implementation

Once the Activity Work Plan has been approved by the COR, work may begin on the activity. Work must be completed within the timeframe specified in the Activity Work Plan. During the activity, international travel is generally reserved for in-country research. If it is determined during implementation that the activity will not be completed on time, the Contractor must request COR approval for an extension of activity implementation. An extension in this regard is not an extension of the Period of Performance of the award, and no work may be performed after the Period of Performance has ended. Any increase in total LOE must be approved in writing by the Contracting Officer. Any increase in LOE or on the total amount of an activity-level basis must also be approved in writing by the COR.

F.7 DELIVERABLE REQUIREMENTS

All deliverables should be of professional, quality standards as determined by the COR or activity manager. The Contractor is required to (1) complete the requisite deliverable(s) and (2) post final deliverables to the Development Experience Clearinghouse (DEC).

Deliverable Schedule

Section No. Deliverables Due Date

1 Branding and Marking Plan 30 business days after the award date of the contract

2 Activity Work Plan As outlined in F.6.b

3 Interim Activity Report At the midpoint (50% of work completed) of every individual activity executed under this contract

4 Final Activity Report Within 14 days of the end of every individual activity under this contract

5 Annual Performance Report December 31 of each contract year

6 Final Project Report 60 days after the completion date of this task order, the report will encompass all work completed under the contract

(1) Branding and Marking Plan Within thirty (30) business days of the award of the award of the contract, the contractor shall submit a branding and marking implementation plan as specified in Sections III.4 and

III.5.

(2) Activity Work Plan As described in F.6.b., the Contractor shall prepare a work plan that clearly outlines the proposed approach, including how the activity will be staffed; timeline; milestones; key considerations, including gender; and deliverables. The Activity Work Plan must be in Word format and include any relevant graphics, illustrations and/or diagrams. It must also include a budget in MS Excel.

(3) Interim Activity Report At the midpoint (50% of work completed) of each individual activity as defined in the Activity Request and Activity Work Plan, the Contractor shall prepare a progress report outlining the findings to date, including any gender-related findings, early hypotheses, and progress against all milestones. The report must be in Word format and include any relevant graphics, illustrations and/or diagrams.

(4) Final Activity Report Within 14 days of each individual activity as defined in the Activity Request and Activity Work Plan, the Contractor shall prepare a summary report clearly describing the findings, the process undergone, a clear description of the final solution, justification of the final solution plan, an implementation plan (including a timeline, required resources, and potential stakeholder partner(s)), and recommended next steps. The report shall include a description of all gender-related findings, how gender was incorporated into the process and final solution design, and how the solution addresses gender norms, as appropriate. The report must be in PowerPoint format (or similar presentation format, as agreed to in advance with the COR) and must include any relevant graphics, illustrations, and/or diagrams.

(5) Annual Performance Report The Contractor will provide USAID a concise Annual Performance

Report that summarizes the work performed: highlight of achievements, success stories and major activities; an overview of budget information (including amounts planned, obligated and expended);

problems encountered and the remedial actions taken.

(6) Final Project Report Sixty days after the completion date of this task order, the Contractor must submit a final project report which includes: an executive summary of accomplishments and lessons learned; an overall description of the Contractor’s activities and the results achieved/findings, as appropriate, including any gender-related activities and/or findings; the significance of the activities;

comments and recommendations for future activities; and a brief fiscal report outlining how the

Contractor’s funds were used and the total LOE expended.

[END OF SECTION F]

SECTION G - CONTRACT ADMINISTRATION DATA

contract in addition to any terms in this section

G.1 USAID ACQUISITION REGULATION CLAUSES (48 CFR CHAPTER 7) NOTICE

LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

The Contractor is bound by the terms and conditions of their GSA Schedule contract, as well as the terms and conditions of the order. The following clauses are incorporated by reference upon award. In addition to the clauses in Appendix “I & II”, the following clauses are applicable to this procurement.

Full text of all AIDAR Clauses can be found at http://www.usaid.gov/policy/ads/300/aidar.pdf

NUMBER TITLE DATE

752.7003 DOCUMENTATION FOR PAYMENT Nov-98

G.2 ADMINISTRATIVE CONTRACTING OFFICE

The Administrative Contracting Office is:

US Agency for International Development

Office of Acquisition and Assistance

M/OAA/GH – USAID Annex

1300 Pennsylvania Ave, NW

Washington, DC 20523

Contracting Officer: Abibou Oussantidja

E-mail: oaa.cii@usaid.gov

G.3 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 with the Contracting Officer.