Signed SOL Budget and Finance Officer (GS-11-12-13) 720BHA21R00022.pdf

SOLICITATION NUMBER: 720BHA21R00022

ISSUANCE DATE: March 8, 2021 CLOSING DATE AND TIME: June 21, 2021, 12:00 P.M. Eastern Time

SUBJECT: Solicitation for U.S. Personal Service Contractor (USPSC)

Dear Prospective Offerors:

The United States Government (USG), represented by the U.S. Agency for International Development (USAID) Office of Humanitarian Business and Management Operations (HBMO), is seeking offers from qualified U.S. citizens to provide personal service as a Budget and Finance Officer under a United States Personal Services Contract (USPSC), as described in the solicitation.

Submittals must be in accordance with the attached information at the place and time specified.

Offerors interested in applying for this position MUST submit the following materials:

1. Complete resume. In order to fully evaluate your offer, your resume must include:

(a) Paid and non-paid experience, job title, location(s), dates held (month/year), and hours worked per week for each position. Any experience that does not include dates (month/year), locations, and hours per week will not be counted towards meeting the solicitation requirements.

(b) Specific duties performed that fully detail the level and complexity of the work.

(c) Education and any other qualifications including job-related training courses, job-related skills, or job-related honors, awards or accomplishments. Failure to identify an academic discipline will result in disqualification.

(d) U.S. Citizenship

(e) Optional: How did you hear about this opportunity? (beta.SAM.gov, BHA Jobs, Career Fair, etc.).

Your resume must contain sufficient information to make a valid determination that you fully meet the experience requirements as stated in this solicitation for each grade level(s) for which you are applying. This information must be clearly identified in your resume. Failure to provide information sufficient to determine your qualifications for the position will result in loss of full consideration.

2. USPSC Offeror form AID 309-2. Offerors are required to complete sections A through I.

This form must be physically signed. Electronic signatures will not be accepted. AID 309-2 is available at http://www.usaid.gov/forms.

U.S. Agency for International Development 1300 Pennsylvania Avenue, NW Washington, DC 20523 www.usaid.gov

720BHA21R00022

NOTE REGARDING DATA UNIVERSAL NUMBERING SYSTEM (DUNS) NUMBERS

AND THE SYSTEM FOR AWARD MANAGEMENT

All USPSCs with a place of performance in the United States are required to have a Data Universal Numbering System (DUNS) number and be registered in the System for Award Management (SAM) database prior to receiving an award. You will be disqualified if you either fail to comply with this requirement or if your name appears on the excluded parties list. The selectee will be provided with guidance regarding this registration.

NOTE: As of March 28, 2018, all new SAM.gov entity registrations will now require a signed notarized letter identifying the authorized Entity administrator for the entity associated with the DUNS number. Additional information on the format of the notarized letter and where to submit can be found via the below Federal Service Desk link:

https://www.fsd.gov/fsd-gov/answer.do?sysparm_kbid=d2e67885db0d5f00b3257d321f96194b& sysparm_search=kb0013183

Offerors can expect to receive a confirmation email when offer materials have been received.

Offerors should retain for their records copies of all enclosures which accompany their offers.

Your complete resume must be emailed to:

HBMO Recruitment Team E-Mail Address: BHA.HBMORecruitment@usaid.gov Website: www.BHAjobs.net

Any questions on this solicitation may be directed to the HMBO Recruitment Team via the information provided above.

Sincerely, Sonja Stroud-Gooden Contracting Officer

2 | Page http://sam.gov https://www.fsd.gov/fsd-gov/answer.do?sysparm_kbid=d2e67885db0d5f00b3257d321f96194b& mailto:BHA.HBMORecruitment@usaid.gov http://www.bhajobs.net

I. GENERAL INFORMATION

1. SOLICITATION NO.: 720BHA21R00022

2. ISSUANCE DATE: March 8, 2021

3. CLOSING DATE AND TIME FOR RECEIPT OF OFFERS: This solicitation is open and continuous until June 21, 2021. The following are the closing dates for each review period:

March 29, 2021, 12:00 P.M. Eastern Time April 26, 2021, 12:00 P.M. Eastern Time May 24, 2021, 12:00 P.M. Eastern Time June 21, 2021, 12:00 P.M. Eastern Time

Offerors not selected during a previous review period must reapply in order to be considered for positions available in subsequent review periods. A review period may be cancelled at HBMO’s discretion.

4. POINT OF CONTACT: HBMO Recruitment Team, BHA.HBMORecruitment@usaid.gov

5. POSITION TITLE: Budget and Finance Officer (Multiple Positions)

6. MARKET VALUE: Depending on the qualifications of the offeror, this position can be filled at either the GS-11 ($72,750 - $94,581), GS- 12 ($87,198 - $113,362) or GS-13 ($103,690 - $134,798) equivalent level, including Washington, D.C. locality pay.

Offerors who meet the minimum qualifications for a GS-11 will be considered for the GS-11 level positions. Offerors who meet the minimum qualifications for a GS-12 will be considered for the GS-12 level only. Offerors who meet the minimum qualifications for a GS-13 will be considered for the GS-13 level only.

Offerors selected at the GS-11 may have an opportunity for advancement to the GS-12 equivalent after at least two years at the GS-11 level, if the individual receives a recommendation from the supervisor for advancement along with an Exceeds Fully Successful performance evaluation. Advancement to the GS-12 level is not guaranteed.

Offerors selected at the GS-12 may have an opportunity for advancement to the GS-13 equivalent after at least two years at the GS-12 level, if the individual receives a recommendation from the supervisor for advancement along with an Exceeds Fully Successful performance evaluation. Advancement to the GS-13 level is not guaranteed.

Salaries over and above the top of the pay range will not be entertained or negotiated.

7. PERIOD OF PERFORMANCE: Two (2) years, with three (3) one-year options

8. PLACE OF PERFORMANCE: Washington, D.C.

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9. ELIGIBLE OFFERORS: U.S. Citizens

10. SECURITY LEVEL REQUIRED: Ability to obtain and maintain a Secret up to Top

Secret/Sensitive Compartmented Information level clearance as provided by USAID.

11. STATEMENT OF DUTIES

POSITION DESCRIPTION

BACKGROUND

The United States Agency for International Development (USAID)’s Bureau for Humanitarian Assistance (BHA) is responsible for facilitating and coordinating U.S. Government (USG) humanitarian assistance overseas in response to all types of international disasters, including slow-onset disasters such as droughts or famine, natural disasters such as earthquakes or floods, or man-made disasters such as conflict or war. BHA is responsible for planning, coordinating, developing, achieving, monitoring, and evaluating international humanitarian assistance falling into two conceptual areas:

● Humanitarian Response activities comprise needs-based humanitarian assistance provided to save lives, alleviate suffering, and protect human dignity during and in the aftermath of emergencies. Humanitarian assistance is grounded in humanitarian principles and is directed toward the most vulnerable populations.

● Early Recovery, Risk Reduction, and Resilience (ER4) activities will set the initial foundations for longer-term recovery as appropriate, and will work in close conjunction with humanitarian assistance. Early recovery is an approach that supports communities impacted by crises to protect and restore basic systems and service delivery. Early recovery builds on humanitarian response efforts and establishes the initial foundations of long-term recovery. Early recovery activities are implemented for a specified, appropriate timeframe that assists populations recovering from an identifiable shock. Risk reduction is the prevention of new and reduction of existing disaster risk and management of residual risk, which contributes to strengthening resilience and to the achievement of sustainable development. Resilience is the ability of people, households, communities, countries, and systems to mitigate, adapt to, and recover from shocks and stresses in a manner that reduces chronic vulnerability and facilitates inclusive growth.

BHA has seven offices, as follows:

The Bureau’s three geographic offices are: (1) Office of Africa; (2) Office of Asia, Latin America and the Caribbean; and (3) the Office of the Middle East, North Africa and Europe.

Each geographic office designs, provides, and assesses humanitarian assistance for their respective regions, including assistance related to responding to, recovering from, and reducing the risk of man-made and natural disasters, while linking with other USAID investments that build resilience.

The Office of Global Policy, Partnerships, Programs, and Communications (G3PC) shapes and influences USAID’s role within the international humanitarian system; leads engagement on a

4 | Page range of policy, programmatic, and operational issues; and positions the Agency to influence collective response to emergency needs across the globe.

The Office of Technical and Program Quality (TPQ) leads the Bureau's efforts to provide high-quality programmatic and technical leadership, oversight, and guidance. In addition, TPQ leads the Bureau’s external engagement with academia and coordinates research to advance the effectiveness, efficiency, and impact of humanitarian and multi-year programming.

The Office of Humanitarian Business and Management Operations (HBMO) is responsible for maintaining 24/7 operability by providing leadership, planning, quality assurance, technical expertise, and process management. HBMO ensures effective stewardship of the Bureau’s support services, including workforce planning, staffing, financial management, internal controls, facilities operations and infrastructure.

The Office of Field and Response Operations (FARO) leads and manages operational assistance and the purchase and delivery of goods and services in response to declared foreign disasters and international humanitarian needs in key functional areas, including supply-chain management, procurement, logistics, oversight, and operational coordination with the U.S. military.

INTRODUCTION

The Budget and Finance Division (BFD) of HBMO provides BHA with end to end budget and financial support: from external budget formulation, request, and justification; to coordinating and advising on the internal budget planning and funding allocation processes; to executing budget in USAID and BHA systems, and performing financial management tasks; and providing financial analysis and reporting, in order to maintain accountability for funding and garner support for future requests. The BFD also liaises with BHA budget stakeholders, including USAID’s Office of Budget and Resource Management (BRM), the Department of State’s Office of Foreign Assistance (State/F), the State/Populations, Refugees, and Migration (S/PRM) budget teams, and the White House Office of Management and Budget (OMB). The BFD structure includes three teams, the Budget Formulation and Planning Team, the Budget Execution Team, and the Financial Reporting and Analysis Team. The BFD staff provide all BHA Offices with dedicated and comprehensive budget planning, execution, and reporting support. The Budget and Finance Officers, in close coordination with the Budget, Finance and Information Technology (BFIT) Team Leadership, will help carry out these functions.

OBJECTIVE

BHA requires the services of multiple Budget and Finance Officers to strengthen its capability to provide prompt, effectives services in the areas of budget formulation, budget planning, budget execution, financial management, and financial reporting in support of the delivery of humanitarian response, early recovery, risk reduction, and resilience programs around the world.

DUTIES AND RESPONSIBILITIES

Working under the guidance and supervision of the Team Leader or designee, the Budget and Finance Officer will perform the following:

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At the GS-11 equivalent level:

Budget Execution and Financial Management

● Facilitate the financial components of joint programming between BHA and other parts of USAID, utilizing USAID’s corporate systems such as Global Acquisition and Assistance System (GLAAS) or the Field Support Database.

● Support BHA’s International Development Assistance (IDA), Title II, Development Assistance (DA) and Operating Expenses (OE) Funds.

● Support the preparation of BHA’s submission for the annual Federal Managers Financial Integrity Act (FMFIA) exercise.

● Facilitate and monitor the accruals process on a quarterly basis and provide information and guidance as necessary to BHA staff.

● Coordinate the periodic review of unliquidated balances, including researching and facilitating de-obligations of unliquidated funds as appropriate.

● Help team leadership in managing BHA’s operating expense budget.

● Develop proficiency in all Agency corporate financial and procurement management systems used to manage and program BHA’s funding.

● Assist in monitoring and tracking fund distributions, commitments, and obligations.

● Process financial transactions using BHA’s program management and reporting systems, and the Agency’s financial and procurement systems, as well as reconcile data between the systems to ensure accuracy.

● Maintain budget and finance related records for BHA’s IDA, Title II, DA, and OE resources, including ensuring that funding memos, fund cite cables, interagency agreements, and miscellaneous obligating documents are properly routed, recorded, and stored.

● Assist senior staff as needed on financial systems and processes, including developing and maintaining Standard Operating Procedures for the unit.

● Monitor use of BHA program funds by overseas USAID offices to ensure that resources are fully accounted for and utilized in accordance with BHA’s mandate and consistent with the accounts/appropriations provided to BHA.

● Develop proficiency in basic budgetary and financial management concepts, including principles of appropriations in law, funds control violations, and pertinent USAID budgetary or financial policies.

Financial Reporting and Analysis

● Assist in preparing BHA’s contributions to State/USAID periodic and ad-hoc budget reports and exercises, such as the Annual Operational Plan and Foreign Assistance & Foreign Aid Explorer reporting.

● As needed, provide support to senior team members and team leadership to analyze needs, trends, and available resources, and present such analysis in charts and graphs.

● Assist senior team members to meet regular and ad-hoc budgetary and financial reporting requirements to BHA’s budgetary stakeholders as well as auditors.

● Perform financial data quality assurance and review.

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● Satisfy reporting requirements, related to public announcements of humanitarian funding.

● Manipulate and query BHA and USAID corporate systems to produce standard reports and ad-hoc reports, utilizing Microsoft Excel as necessary.

● Research and collect data, using online tools and services, on humanitarian response, early recovery, risk reduction, and resilience funding needs and trends, for senior team members and team leadership.

Budget Formulation and Planning

● Assist senior team members and team leadership in the formulation of annual and supplemental program budget requests, narratives, and supporting materials for humanitarian contingency funding, based on historical trends, projected needs, and knowledge of organizational and USG budgetary priorities, as needed.

● Support the annual internal planning and execution of a complex office budget that consists of reserves for unforeseeable disasters and emergencies, programs to address ongoing emergencies, resilience, early recovery, and disaster risk reduction programs, as well as program support and operational expenses, as needed.

● Assist senior team members and leadership with the preparation and justification of budget requests; research historical trends, and gather and analyze budgetary and financial data, as needed.

● Maintain awareness of the appropriations process and appropriations legislation, including any special language or restrictions pertaining to BHA’s funding that could impact BHA’s programs.

● Support senior team members to develop templates and timelines, and assist in developing guidance for the BHA annual budget allocation process, as needed.

● Assist the development of guidelines for use of funds provided to BHA and set up systems to track them, as needed.

● Support the emergency allocation process, including development of background materials and facilitating allocation meetings as needed.

Other BHA Duties

● Serve, as needed, as an HBMO/BFD representative on technical evaluation panels for

BHA solicitations including United States Personal Services Contractors (USPSC’s) and Contracts.

● Serve as the BHA after-hours Duty Officer on a rotational basis, for approximately one week every six months.

● As needed, serve as a member of the Washington-based Response Management Teams (RMTs) which provide services and support to Disaster Assistance Response Teams (DARTs) deployed in response to disasters. The duties on RMTs will be varied. RMT service is not a core requirement or expectation for this position, but occasional RMT activations are possible.

● As needed, serve on DARTs which would involve deployment overseas for an extended period. DART service is not a core requirement or expectation for this position, but occasional deployments are possible.

● Attend team, Division, Bureau, and other meetings as assigned by the Team Leader and, when necessary, prepare summaries of these meetings.

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● Consistently model behaviors that demonstrate a commitment to fostering a non-hostile work environment free of discrimination, bias, unfairness, exclusion, offensive behaviors and harassment of any kind.

● Contribute to a collaborative, respectful, and professional work environment by demonstrating partnership and teamwork to accomplish team, office, and bureau objectives.

● Engage in at least one workforce diversity initiative/activity focused on helping to improve the organization culture. Attend and actively participate in diversity and harassment training opportunities, brown bag sessions or focus group discussions.

● Become certified and serve as an Agreement Officer’s Representative/Contracting Officer’s Representative (AOR/COR), as assigned. The AOR/COR provides financial and programmatic oversight of all aspects of managing the agreement or contract; this includes but is not limited to reviewing invoices, requests for approvals, program/project deliverables (i.e. work plans, annual reports, month status reports), travel requests, key personnel requests, and financial/budget reports. They are responsible for drafting and submitting the annual contractor performance evaluation in Contract/Assistance Performance Assessment Review System (CPARS/APARS). They prepare and review contract/assistance modifications documentation and assist the Contracting/Agreement Officer to ensure performance is compliant with the terms and conditions of the contract/agreement, the FAR, and USAID policy. AOR/CORs are responsible for all related requirements set forth in the COR designation letter and the AOR designation letter.

At the GS-12 equivalent level: (If the PSC is promoted during contract performance)

Budget Formulation and Planning

● Support the formulation of annual and supplemental program budget requests, narratives, and supporting materials for BHA funding, based on historical trends, projected needs, and knowledge of organizational and USG budgetary priorities.

● Support the preparation and justification of external budget requests, including providing written materials for team leadership to provide briefings to BHA’s budgetary stakeholders, such as USAID’s Office of Budget and Resource Management, the State Department’s Office of U.S. Foreign Assistance Resources, the White House Office of Management and Budget, and U.S. Congress.

● Work closely with BHA’s geographic staff to understand BHA’s programming priorities and develop materials to advocate for BHA’s budget with external budgetary stakeholders based on these priorities.

● Coordinate closely with counterparts across BHA on budget formulation and justification.

● In coordination with BHA’s policy team, track the appropriations process and analyze appropriations legislation, including any special language or restrictions pertaining to BHA’s funding that could impact BHA’s programs.

● Support the annual internal planning and execution of a complex office budget that consists of reserves for unforeseeable disasters and emergencies, programs to address ongoing emergencies, resilience, early recovery, and disaster risk reduction programs, as well as program support and operational expenses.

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● Develop templates, timelines, and guidance for the BHA annual budget allocation process, and assist in communicating these to BHA’s staff.

● Support the development of guidelines for use of funds provided to BHA and set up systems to track them.

● Track the status of BHA’s resources, provide regular budget status updates to HBMO and BHA team leaders, and advise on budget reallocations as a result of new disasters, shifting needs and priorities, or budgetary developments.

● Formally and informally communicate to BHA’s internal budget stakeholders on BHA’s budget position, priorities, and plans, both in writing and verbally.

● Facilitate the financial components of joint programming between BHA and other parts of USAID, utilizing USAID’s corporate systems such as GLAAS or the Field Support Database.

● Support BHA’s internal control processes, especially as they relate to financial management of BHA’s resources.

● Draft and prepare BHA’s submission for the annual Federal Managers Financial Integrity Act exercise.

● Facilitate and monitor the accruals process on a quarterly basis and provide information and guidance as necessary to BHA staff.

● Coordinate the periodic review of unliquidated balances, including researching and facilitating de-obligations of unliquidated funds as appropriate.

● Support the emergency allocation process, including development of background materials and facilitating allocation meetings as needed.

Budget Execution and Financial Management

● Develop expertise in all Agency corporate financial and procurement management systems used to manage and program BHA’s IDA, Title II, DA and OE funding.

● Facilitate the apportionment and allotment of BHA’s funding.

● Process financial transactions using BHA’s program management and reporting system, and the Agency’s financial and procurement systems, as well as reconcile data between the systems to ensure accuracy.

● Maintain budget and finance related records for BHA’s program funds.

● Provide limited technical support to BHA staff on the use of BHA’s program management and reporting system and Agency financial and procurement systems;

develop written procedures and guidelines for users specific to BHA’s unique business process needs.

● Facilitate the financial components of joint programming between BHA and other parts of USAID, utilizing USAID’s corporate systems such as GLAAS or the Field Support Database.

● Advise on, review, and facilitate clearance and processing of emergency-based reimbursable agreements with other federal agencies during disasters.

● Negotiate and facilitate transfers to/from other federal agencies, as needed.

● Support BHA’s internal control processes, especially as they relate to financial management of BHA’s program funds and support the preparation of BHA’s submission for the annual Federal Managers Financial Integrity Act exercise.

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● Monitor the use of BHA program funds by overseas USAID offices to ensure that resources are fully accounted for and utilized in accordance with the BHA’s mandate and consistent with the accounts/appropriations provided to BHA.

● Coordinate and monitor the accruals process on a quarterly basis and provide information and guidance as necessary to BHA staff.

● Coordinate the annual review of unliquidated balances, including researching and facilitating de-obligations of unliquidated funds as appropriate.

● Support the team leadership with the management of BHA’s operating expense budget.

Financial Reporting and Analysis

● Meet regular budgetary and financial reporting requirements to BHA’s budgetary stakeholders as well as auditors.

● Perform financial data quality assurance and review.

● Prepare reports in response to ad hoc inquiries from BHA staff, BHA’s budgetary stakeholders, and auditors.

● Prepare BHA’s contributions to State/USAID budget reports and exercises, such as the

Annual Operational Plan.

● Satisfy reporting requirements related to public announcements of BHA funding.

● Coordinate the reporting of BHA financial data via USAID corporate systems to public open data platforms, including the development of guidance and procedures to ensure that the publication of BHA data in the public realm is appropriately streamlined, protected, accurate, and representative.

● Manipulate and query BHA and USAID corporate systems to produce standard reports and ad hoc reports, utilizing Microsoft Excel as necessary.

● Interface with systems development teams to define financial data and reporting requirements, and ensure systems are designed to capture necessary data.

● Analyze needs, trends, and available resources, and present such analysis in verbal and written briefings, charts, and graphs, either to support strategic planning of BHA teams.

Representation

● Represent HBMO/BFD in meetings with colleagues across BHA to discuss and resolve complex, competing priorities and challenges.

Other Duties

● Serve, as needed, as Program Support representative on technical evaluation panels for

BHA solicitations including PSCs and Contracts.

● Serve as the BHA after-hours duty officer on a rotational basis, for approximately one week every six months.

● As needed, serve as a member of the Washington-based RMTs which provide services and support to DARTs deployed in response to disasters. The duties on RMTs will be varied. RMT service is not a core requirement or expectation for this position, but occasional RMT activations are possible.

● As needed, serve on DARTs which would involve deployment overseas for an extended period. DART service is not a core requirement or expectation for this position, but occasional deployments are possible.

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● As needed, may serve on temporary detail within the office, not to exceed six months.

Duties performed while on detail will be aligned with the Team’s existing duties and responsibilities as well as directly related to the scope of work provided.

● Attend team, Division, Bureau, and other meetings as assigned by the Team Leader and, when necessary, prepare summaries of these meetings.

● Consistently model behaviors that demonstrate a commitment to fostering a non-hostile work environment free of discrimination, bias, unfairness, exclusion, offensive behaviors and harassment of any kind.

● Contribute to a collaborative, respectful, and professional work environment by demonstrating partnership and teamwork to accomplish team, office, and bureau objectives.

● Engage in at least one workforce diversity initiative/activity focused on helping to improve the organizational culture. Attend and actively participate in diversity and harassment training opportunities, brown bag sessions or focus group discussions.

● Become certified and serve as an AOR/COR, as assigned. The AOR/COR provides financial and programmatic oversight of all aspects of managing the agreement or contract; this includes but is not limited to reviewing invoices, requests for approvals, program/project deliverables (i.e. work plans, annual reports, month status reports), travel requests, key personnel requests, and financial/budget reports. They are responsible for drafting and submitting the annual contractor performance evaluation in CPARS/APARS.

They prepare and review contract/assistance modifications documentation and assist the Contracting/Agreement Officer to ensure performance is compliant with the terms and conditions of the contract/agreement, the FAR, and USAID policy. AOR/CORs are responsible for all related requirements set forth in the COR designation letter and the AOR designation letter.

At the GS-13 equivalent level: (If the PSC is promoted during contract performance)

Budget Formulation and Planning

● Oversee the formulation of annual and supplemental program budget requests, narratives, and supporting materials for BHA funding, based on historical trends, projected needs, and knowledge of organizational and USG budgetary priorities.

● Provide expert advice on the preparation and justification of external budget requests, including providing written and verbal briefings to BHA’s budgetary stakeholders, such as USAID’s Office of Budget and Resource Management; the State Department’s Office of U.S. Foreign Assistance Resources; the White House Office of Management and Budget; and U.S. Congress.

● Work closely with BHA’s geographic office staff to understand BHA’s programming priorities and advocate for BHA’s budget with external budgetary stakeholders based on these priorities.

● Coordinate closely with counterparts across BHA and USAID on budget formulation and justification.

● In coordination with BHA’s policy team, track the appropriations process and analyze appropriations legislation, including any special language or restrictions pertaining to BHA’s funding that could impact BHA’s programs.

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● Support the annual internal planning and execution of a complex office budget that consists of reserves for unforeseeable disasters and emergencies, programs to address ongoing emergencies, resilience and early recovery programming, disaster risk reduction programs, as well as program support and operational expenses.

● Develop templates, timelines, and guidance for the BHA annual budget allocation process, and communicate these to BHA’s staff.

● Advise BHA Senior Management during the annual budget allocation process and facilitate the allocation of budgets to divisions and teams once budgets are approved.

● Support the development of guidelines for use of BHA funds and set up systems to track them.

● Track the status of BHA’s resources, provide regular budget status updates to BHA senior management and team leaders, and advise on budget reallocations as a result of new disasters, shifting needs and priorities, or budgetary developments.

● Formally and informally communicate to BHA’s budget stakeholders on BHA’s budget position, priorities, and plans, both in writing and verbally.

Budget Execution and Financial Management

● Develop expertise in all Agency corporate financial and procurement management systems used to manage and program BHA’s IDA, Title II, DA, and OE funding.

● Facilitate the apportionment and allotment of BHA’s funding.

● Process financial transactions using BHA’s program management and reporting system, and the Agency’s financial and procurement systems, as well as reconcile data between the systems to ensure accuracy.

● Maintain budget and finance related records for BHA’s program funds.

● Provide limited technical support to BHA staff on the use of BHA’s program management and reporting system and Agency financial and procurement systems;

oversee the development of and provide quality assurance on written procedures and guidelines for users specific to BHA’s unique business process needs.

● Serve as the team’s expert on BHA budget and finance requirements and processes across the area of responsibility, including guiding or leading team members on projects at the Team Leader’s direction.

● Train junior staff as needed on financial systems and processes, including developing and maintaining Standard Operating Procedures for the unit.

● Facilitate the financial components of joint programming between BHA and other parts of USAID, utilizing USAID’s corporate systems such as GLAAS or the Field Support Database.

● Advise on, review, and facilitate clearance and processing of emergency-based reimbursable agreements with other federal agencies during disasters.

● Negotiate and facilitate transfers to/from other federal agencies, as needed.

● Support BHA’s internal control processes, especially as they relate to financial management of BHA’s program funds and support the preparation of BHA’s submission for the annual Federal Managers Financial Integrity Act exercise.

● Educate BHA’s global workforce on basic budgetary and financial management concepts, such as the principles of appropriations law, funds control violations, and pertinent USAID budgetary or financial policies, through briefings or meetings.

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● Monitor the use of BHA program funds by overseas USAID offices to ensure that resources are fully accounted for and utilized in accordance with BHA’s mandate and are consistent with the accounts/appropriations provided to BHA.

● Coordinate and monitor the accruals process on a quarterly basis and provide information and guidance as necessary to BHA staff.

● Coordinate the annual review of unliquidated balances, including researching and facilitating de-obligations of unliquidated funds as appropriate.

● Advise team colleagues in overseeing BHA’s operating expense budget.

Financial Reporting and Analysis

● Meet regular budgetary and financial reporting requirements to BHA’s budgetary stakeholders as well as auditors.

● Perform financial data quality assurance and review.

● Prepare reports in response to ad hoc inquiries from BHA staff, BHA’s budgetary stakeholders, and auditors.

● Prepare BHA’s contributions to State/USAID budget reports and exercises, such as the

Annual Operational Plan.

● Satisfy reporting requirements related to the public announcements of BHA funding.

● Coordinate the reporting of BHA financial data via USAID corporate systems to public open data platforms, including the development of guidance and procedures to ensure that the publication of BHA data in the public realm is appropriately streamlined, protected, accurate, and representative.

● Manipulate and query BHA and USAID corporate systems to produce standard reports and ad hoc reports, utilizing Microsoft Excel as necessary.

● Interface with systems development teams to define financial data and reporting requirements, and ensure systems are designed to capture necessary data.

● Independently and proactively analyze humanitarian, resilience and early recovery needs, trends, and available resources, and present such analysis in verbal and written briefings, charts, and graphs, either to support strategic planning of BHA teams or communicate to leadership or external audiences.

Representation

● Represent HBMO/BFD in meetings with colleagues across BHA and USAID to discuss and resolve complex, competing priorities and challenges as they arise.

● Participate in other interagency and partner-wide meetings as assigned by the Team

Leader.

● Independently represent humanitarian interests in a wide range of senior-level for a across bureaus at USAID, as well as the desk officer level within the USG interagency, especially to influence policy and reconcile conflicts related to budget.

Other Duties

● Serve, as needed, as Program Support representatives on technical evaluation panels for

BHA solicitations including PSC’s and Contracts.

● Serve as the BHA after-hours duty officer on a rotational basis, for approximately one week every six months.

● As needed, serve as a member of the Washington-based RMTs which provide services and support to DARTs deployed in response to disasters. The duties on RMTs will be

13 | Page varied. RMT service is not a core requirement or expectation for this position, but occasional RMT activations are possible.

● As needed, serve on DARTs which would involve deployment overseas for an extended period. DART service is not a core requirement or expectation for this position, but occasional deployments are possible.

● As needed, may serve on temporary detail within the office, not to exceed six months.

Duties performed while on detail will be aligned with the Team’s existing duties and responsibilities as well as directly related to the scope of work provided.

● Attend team, Division, Bureau, and other meetings as assigned by the Team Leader and, when necessary, prepare summaries of these meetings.

● Consistently model behaviors that demonstrate a commitment to fostering a non-hostile work environment free of discrimination, bias, unfairness, exclusion, offensive behaviors and harassment of any kind.

● Contribute to a collaborative, respectful, and professional work environment by demonstrating partnership and teamwork to accomplish team, office, and bureau objectives.

● Engage in at least one workforce diversity initiative/activity focused on helping to improve the organizational culture. Attend and actively participate in diversity and harassment training opportunities, brown bag sessions or focus group discussions.

● Become certified and serve as an AOR/COR, as assigned. The AOR/COR provides financial and programmatic oversight of all aspects of managing the agreement or contract; this includes but is not limited to reviewing invoices, requests for approvals, program/project deliverables (i.e. work plans, annual reports, month status reports), travel requests, key personnel requests, and financial/budget reports. They are responsible for drafting and submitting the annual contractor performance evaluation in CPARS/APARS.

They prepare and review contract/assistance modifications documentation and assist the Contracting/Agreement Officer to ensure performance is compliant with the terms and conditions of the contract/agreement, the FAR, and USAID policy. AOR/CORs are responsible for all related requirements set forth in the COR designation letter and the AOR designation letter.

SUPERVISORY RELATIONSHIP:

The USPSC will take direction from and report to the Team Leader for the assigned team of responsibility or his/her designee.

SUPERVISORY CONTROLS:

At the GS-11 equivalent level: Supervisor sets overall objectives and resources available and works with the USPSC to develop deadlines, work to be done, and methodology. The USPSC is responsible for carrying out assignments and consults with the supervisor for policy interpretations.

At the GS-12 and GS-13 equivalent levels: Supervisor sets overall objectives and resources available. The USPSC consults with the supervisor to develop deadlines, projects, and work to be done. The USPSC is responsible for planning and carrying out assignments. The USPSC is responsible for planning approaches or methodology to be used in carrying out assignments.

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12. PHYSICAL DEMANDS

The work is generally sedentary and does not pose undue physical demands. During deployment on DARTs (if required), and during site visits, there may be some additional physical exertion including long periods of standing, walking over rough terrain, or carrying of moderately heavy items (less than 50 pounds).

13. WORK ENVIRONMENT

Work is primarily performed in an office setting. During deployment on DARTs (if required), and during site visits, the work may additionally involve special safety and/or security precautions, wearing of protective equipment, and exposure to severe weather conditions.

14. START DATE: Immediately, once necessary clearances are obtained.

II. MINIMUM QUALIFICATIONS REQUIRED FOR THIS POSITION

EDUCATION/EXPERIENCE REQUIRED FOR THIS POSITION

(Determines basic eligibility for the position. Offerors who do not meet all of the education and experience factors are considered NOT qualified for the position.)

For the GS-11 equivalent level:

Bachelor’s degree in management, budgeting, finance, accounting, international relations, humanitarian assistance, international development, and/or a related field plus three (3) years of experience working in management, budget, finance, accounting, international relations, humanitarian assistance, international development, and/or a related field. Experience with MS Excel is required.

OR

Master's degree in management, budgeting, finance, accounting, international relations, humanitarian assistance, international development, and/or a related field plus two (2) years of experience working in management, budget, finance, accounting, international relations, humanitarian assistance, international development, and/or a related field. Experience with MS Excel is required.

For the GS-12 equivalent level:

Bachelor’s degree in management, budgeting, finance, accounting, international relations, humanitarian assistance, international development, and/or a related field plus five (5) years of progressively responsible experience working in management, budgeting, finance, accounting, international relations, humanitarian assistance, international development, and/or a related field.

Experience with and strong interest in MS Excel and information or financial management systems is required.

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OR

Master’s Degree in management, budgeting, finance, accounting, international relations, humanitarian assistance, international development, and/or a related field plus three (3) years of progressively responsible experience working in management, budgeting, finance, accounting, international relations, humanitarian assistance, international development, and/or a related field.

Experience with and strong interest in MS Excel and information or financial management systems is required.

For the GS-13 equivalent level:

Bachelor’s degree in management, budgeting, finance, accounting, international relations, humanitarian assistance, international development, and/or a related field plus seven (7) years of progressively responsible experience working in management, budgeting, finance, accounting, international relations, humanitarian assistance, international development, and/or a related field.

Experience with and strong interest in MS Excel and information or financial management systems is required.

OR

Master’s Degree in management, budgeting, finance, accounting, international relations, humanitarian assistance, international development, and/or a related field plus five (5) years of progressively responsible experience working in management, budgeting, finance, accounting, international relations, humanitarian assistance, international development, and/or a related field.

Experience with and strong interest in MS Excel and information or financial management systems is required.

III. EVALUATION AND SELECTION FACTORS

The Government may award a contract without discussions with offerors in accordance with FAR 52.215-1. The CO reserves the right at any point in the evaluation process to establish a competitive range of offerors with whom negotiations will be conducted pursuant to FAR 15.306(c). In accordance with FAR 52.215-1, if the CO determines that the number of offers that would otherwise be in the competitive range exceeds the number at which an efficient competition can be conducted, the CO may limit the number of offerors in the competitive range to the greatest number that will permit an efficient competition among the most highly rated offers. FAR provisions of this solicitation are available at https://www.acquisition.gov/browse/index/far.

SELECTION FACTORS

(Determines basic eligibility for the position. Offerors who do not meet all of the selection factors are considered NOT qualified for the position.)

● Offeror is a U.S. Citizen.

● Complete resume submitted. See cover page for resume requirements. Experience that cannot be quantified will not be counted towards meeting the solicitation requirements.

● USPSC Offeror form AID 309-2. Offerors are required to complete sections A through I.

This form must be physically signed. Electronic signatures will not be accepted.

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● Ability to obtain and maintain a Secret up to Top Secret/Sensitive Compartmented Information level clearance as provided by USAID.

● Must not appear as an excluded party in the System for Award Management (SAM.gov).

● Satisfactory verification of academic credentials.

OFFEROR RATING SYSTEM

The offeror rating system factors are used to determine the competitive ranking of qualified offerors in comparison to other offerors. Offerors must demonstrate the rating factors outlined below within their resume, as they are evaluated strictly by the information provided. The rating factors are as follows:

Professional Experience (40 points)

GS-11 equivalent level

Budget Formulation and Execution Experience (10 points)

● Experience with the federal or corporate budget formulation process.

● Experience with supporting the execution of a complex organizational budget.

● Experience in analyzing spending trends and forecasting budgetary requirements.

● Experience with processing transactions in and preparing reports from budgetary, financial, accounting and procurement systems, including writing Standard Operating Procedures or guidance.

● Experience researching, reviewing, evaluating, analyzing work processes and budgetary and financial operations of an organization.

Financial Reporting, Analysis, and Communications (10 points)

● Experience in drafting budgetary or financial documentation, correspondence, and/or reports.

● Experience conducting independent budgetary or financial data queries and analysis across multiple systems, using data to respond to ad-hoc inquiries or routine budgetary or financial reporting requirements.

● Experience communicating complex budgeting or financial concepts to an audience of non budget/non-financial professionals, using a variety of presentation formats.

● Expertise in analyzing and presenting data using MS Excel.

Teamwork and Problem-Solving (20 points)

● Experience serving on a cross-functional team that shares workload; working as part of a team in a dynamic, fast-paced, and demanding environment; contributing to team-building and team results.

● Experience establishing and maintaining positive working relationships; facilitating amicable resolution of competing or conflicting interests among parties whose cooperation is needed to meet an objective.

● Experience interacting effectively in situations where frequent changes, delays, or unexpected events arise that cause major shifts in priorities, timetables, or work assignments.

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● Demonstrated skills and/or experience in developing trusting, productive working relationships with key stakeholders, subordinates, colleagues, and supervisors to achieve goals and objectives.

GS-12 equivalent level

Budget Formulation and Execution Experience (15 points)

● Experience with the federal or corporate budget formulation process, including providing senior leadership with analysis, advice and guidance on budget request amounts, priorities, and strategies.

● Experience with supporting the execution of a complex organizational budget that includes recurring needs with contingencies, preferably with a focus on humanitarian response, early recovery, risk reduction, resilience, or contingency budgeting.

● Experience in coordinating a budget allocation process within an operating unit, including developing a process and templates to collect inputs that will facilitate measurement of tradeoffs and priority investments. Experience in analyzing spending trends and forecasting budgetary requirements.

● Experience in federal appropriations law, and in applying principles of appropriations law and agency budgetary and financial policy to budgetary decisions and business processes.

● Experience with processing transactions in and preparing reports from budgetary, financial, accounting and procurement systems, including writing Standard Operating Procedures or guidance for using such systems.

● Experience researching, reviewing, evaluating, analyzing work processes and budgetary and financial operations of an organization in order to provide management with recommendations for improving organizational effectiveness, strengthening internal controls, and ensuring adherence to legislative or policy requirements.

Financial Reporting, Analysis, and Communications (15 points)

● Experience in drafting a wide variety of budgetary or financial documentation, correspondence, and reports involving both technical and specialized terminology for a diverse array of audiences, including senior management of an organization.

● Experience conducting independent budgetary or financial data queries and analysis across multiple systems, using data to respond to ad-hoc inquiries or routine budgetary or financial reporting requirements.

● Experience communicating complex budgeting or financial concepts to an audience of non budget/non-financial professionals, using a variety of presentation formats.

● Expertise in analyzing and presenting data using MS Excel.

Teamwork and Problem-Solving (10 points)

● Experience serving on a cross-functional team that shares workload; working as part of a team in a dynamic, fast-paced, and demanding environment; contributing to team-building and team results.

● Experience working on budgetary or financial issues in an organization where staff might be temporarily reassigned to focus on organizational priorities.

● Experience in researching and resolving complex budgetary challenges, negotiating solutions among a variety of stakeholders.

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● Experience establishing and maintaining positive working relationships; facilitating amicable resolution of competing or conflicting interests among parties whose cooperation is needed to meet an objective; interacting effectively in situations where frequent changes, delays, or unexpected events arise that cause major shifts in priorities, timetables, or work assignments; persuading and/or inspiring others to adopt new methods, procedures, or techniques to improve operations; and developing trusting, productive working…