Sol_72065622R00002 MEL Service signed 02.08.22.pdf

Issuance Date:

Closing Date/Time for Past Performance Information:

Closing Date/Time for Questions:

Closing Date/Time for Proposals:

January 27, 2022

February 17, 2022/4:00 PM (Maputo time)

February 17, 2022/4:00 PM (Maputo time)

March 28, 2022/4:00 PM (Maputo time)

Subject: Request for Proposals (RFP) No. Sol_72065622R00002 – USAID Monitoring, Evaluation, and Learning (MEL) Service Activity

Dear Offerors

The United States Government, represented by the United States Agency for International Development (USAID) Mission in Mozambique, is seeking proposals from qualified organizations interested in providing services under the USAID Monitoring, Evaluation, and Learning (MEL) activity as described in the attached solicitation.

This procurement will be conducted under a full and open competition in accordance with FAR Part 15. The Geographic Code for this procurement is 935 and the North American Industry Classification (NAICS) code is 541990.

USAID anticipates awarding one Cost Plus Fixed Fee (CPFF) completion type contract as a result of this solicitation. The estimated cost range for this procurement is between $20 million and $22 Million for the implementation of this activity for a total estimated period of 5 years with an option year, subject to availability of funds. Offerors must propose costs that are realistic and reasonable corresponding with their technical approach.

USAID encourages participation to the maximum extent possible of small business concerns, small disadvantaged business concerns and women-owned small business concerns in this activity as the prime contractor or as subcontractors in accordance with Part 19 of the FAR.

This RFP and any amendments to this solicitation will be issued and posted on the https://sam.gov website. Further, it is the Offeror’s responsibility to check the website periodically for official updates and amendments to the solicitation. It is also the responsibility of the recipient of this solicitation document to ensure that it has been received from the internet in its entirety and USAID bears no responsibility for data errors resulting from transmission or conversion processes.

Offerors are encouraged to read the entire solicitation, which includes all pertinent contract requirements, and the conditions and instructions required for submitting a proposal.

Pursuant to Block 12 of Standard Form 33 of this RFP, USAID requires that offers stay valid for 210 days from the closing date of this RFP.

The primary point of contact for this RFP is Mr. Jean-Jacques Badiane. Any questions related to this RFP must be submitted by email to Judite Caetano at jcaetano@usaid.gov and Jean- Jacques Badiane at jbadiane@usaid.gov by the due date and time specified at the top of this https://sam.gov/ mailto:tconde@usaid.gov mailto:jbadiane@usaid.gov

RFP # SOL-72065622R00002

USAID MEL SERVICE

cover letter. No questions will be accepted after this date. Each email must contain a subject line, which clearly indicates the name of the offeror and the solicitation number.

Past Performance Information must be submitted electronically to Judite Caetano at jcaetano@usaid.gov and Jean-Jacques Badiane at jbadiane@usaid.gov by the due date and time specified at the top of this cover letter and in accordance with instructions outlined in Section L of this solicitation.

Proposals in response to this RFP are due by electronic mail to Mr. Jean-Jacques Badiane at jbadiane@usaid.gov with a copy to Judite Caetano at jcaetano@usaid.gov. Only electronic submissions will be accepted. Offerors are responsible for ensuring proposals are received by USAID by the due date and time as specified at the top of this cover letter. Failure to comply with the submission date and time will deem any submission unacceptable and it will not be reviewed or evaluated.

Sections B through I of the solicitation will become the substantive part of the anticipated contract with blanks to be completed by the Contracting Officer upon award. Proposals must be signed by an official authorized to bind the Offeror’s organization.

Please pay careful attention to, and complete in full, RFP section K–Representations, Certifications, and Statements of Offerors.

Please refer to Section L of the RFP for information regarding proposal requirements.

Section L of the RFP sets forth all instructions for the preparation and submission of required proposal contents. Section M states the criteria by which proposals will be evaluated. Oral explanations or instructions given before award of the contract will not be binding.

The Government reserves the right to award a contract without discussions or the submittal of the final proposal revision, based upon evaluation of the Offeror’s submitted technical and cost information. Accordingly, the Offeror’s initial offer should contain its best terms for both cost and technical proposal.

This RFP in no way obligates USAID to award a contract nor does it commit USAID to pay any cost incurred in the preparation and submission of a proposal. Award of a Contract under this RFP is subject to availability of funds and other internal USAID approvals.

This RFP can be viewed and downloaded from https://sam.gov. USAID bears no responsibility for data errors resulting from transmission or conversion processes. Further, be aware that amendments to solicitations are occasionally issued and will be posted on the same website from which you downloaded the solicitation. USAID advises to regularly check the above website for amendments.

Sincerely, Jean-Jacques Badiane Contracting Officer mailto:tconde@usaid.gov mailto:jbadiane@usaid.gov mailto:jbadiane@usaid.gov mailto:jcaetano@usaid.gov https://sam.gov/

5. DATE ISSUED 4. TYPE OF SOLICITATION

SEALED BID (IFB)

NEGOTIATED (RFP)

3. SOLICITATION NUMBER

72065622R000012

RATING 1. THIS CONTRACT IS A RATED ORDER

UNDER DPAS (15 CFR 700) SOLICITATION, OFFER AND AWARD

2. CONTRACT NUMBER

PAGE OF PAGES

1 103

6. REQUISITION/PURCHASE NUMBER

TBD

7. ISSUED BY

CODE

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

REQ-656-22-000022

NOTE: In sealed bid solicitations "offer" and "offeror" mean "bid" and "bidder".

SOLICITATION

9. Sealed offers in original and copies for furnishings the supplies or services in the Schedule will be received at the place specified in item 8, or if hand carried, in the depository located in until local time

(Hour) (Date) CAUTION - LATE Submissions, Modifications, and Withdrawals: See Section L, Provision No. 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

10. FOR

INFORMATION

CALL:

A. NAME

Judite Caetano

B. TELEPHONE (NO COLLECT CALLS) C. E-MAIL ADDRESS

jcaetano@usaid.gov

AREA CODE NUMBER EXTENSION

11. TABLE OF CONTENTS

(X) SEC. DESCRIPTION PAGE(S) (X) SEC. DESCRIPTION PAGE(S)

PART I - THE SCHEDULE PART II - CONTRACT CLAUSES

A SOLICITATION/CONTRACT FORM 3

I CONTRACT CLAUSES 58-70

B SUPPLIES OR SERVICES AND PRICES/COSTS 8-10 PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACH.

C DESCRIPTION/SPECS./WORK STATEMENT 11-16

J LIST OF ATTACHMENTS 71-72

D PACKAGING AND MARKING 17-19 PART IV - REPRESENTATIONS AND INSTRUCTIONS

E INSPECTION AND ACCEPTANCE 20-21

K REPRESENTATIONS, CERTIFICATIONS AND OTHER

STATEMENTS OF OFFERORS 73-80

F DELIVERIES OR PERFORMANCE 22-34

G CONTRACT ADMINISTRATION DATA 35-39

L INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS 81-98

H SPECIAL CONTRACT REQUIREMENTS 40-57

M EVALUATION FACTORS FOR AWARD 99-103

OFFER (Must be fully completed by offeror)

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

12. In compliance with the above, the undersigned agrees, if this offer is accepted within 210 calendar days (60 calendar days unless a different period is inserted by the offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the set opposite each item, delivered at the designated point(s), within the time specified in the schedule.

13. DISCOUNT FOR PROMPT PAYMENT

(See Section I, Clause No. 52.232-8)

10 CALENDAR DAYS (%) 20 CALENDAR DAYS (%) 30 CALENDAR DAYS (%) CALENDAR DAYS(%)

14. ACKNOWLEDGMENT OF AMENDMENTS

(The offeror acknowledges receipt of amendments to the SOLICITATION for offerors and related documents numbered and dated):

AMENDMENT NO. DATE AMENDMENT NO. DATE

15A. NAME AND

ADDRESS

OF OFFEROR

CODE FACILITY 16. NAME AND THE TITLE OF PERSON AUTHORIZED TO SIGN

OFFER(Type or print)

15B. TELEPHONE NUMBER 15C. CHECK IF REMITTANCE ADDRESS IS

DIFFERENT FROM ABOVE - ENTER SUCH

ADDRESS IN SCHEDULE.

17. SIGNATURE 18. OFFER DATE

AREA CODE NUMBER EXTENSION

AWARD (To be completed by Government)

19. ACCEPTED AS TO ITEMS NUMBERED 20. AMOUNT 21. ACCOUNTING AND APPROPRIATION

22. AUTHORITY FOR USING OTHER THAN FULL OPEN COMPETITION:

10 U.S.C. 2304 (c) 41 U.S.C. 3304(a) ( )

23. SUBMIT INVOICES TO ADDRESS SHOWN IN ITEM

(4 copies unless otherwise specified)

24. ADMINISTERED BY (If other than Item 7)

Same as # 7

25. PAYMENT WILL BE MADE BY CODE

Office of Financial Management, - USAID/Mozambique Av. Marginal 5467, P.O. Box 783, Maputo - Mozambique

26. NAME OF CONTRACTING OFFICER (Type or print)

Jean-Jacques Badiane

27. UNITED STATES OF AMERICA

(Signature of Contracting Officer)

28. AWARD DATE

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

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition is unusable

STANDARD FORM 33 (REV. 6/2014)

Prescribed by GSA - FAR (48 CFR) 53.214 (c)

USAID/Mozambique/OAA Av. Marginal 5467, P.O. Box 783, Maputo - Mozambique

Same as #7

TABLE OF CONTENTS

PART I – THE SCHEDULE 8

B – Supplies or Services/Prices 8

B.1. PURPOSE 8

B.2. CONTRACT TYPE AND SERVICES 8

B.3. ESTIMATED COST AND FIXED FEE AND OBLIGATED AMOUNT 8

B.4. APPROVED BUDGET BY CONTRACT COST ELEMENT 8

B.5. INDIRECT COSTS 9

B.6. COST REIMBURSABLE 10

B.7. PAYMENT OF FIXED FEE 10

C – SCOPE of Work 11 D – Packaging and Marking 17

D.1 AIDAR 752.7009 Marking. (JAN 1993) 17

D.2 BRANDING AND MARKING POLICY 17

D.3 BRANDING STRATEGY 17

D.4 MARKING 19

E – Inspection and Acceptance 20

E.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE 20

E.2 INSPECTION AND ACCEPTANCE/RESPONSIBLE OFFICIAL 20

E.3 MONITORING AND EVALUATION 20

F – Deliveries or Performance 22

F.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE 22

F.2 PERIOD OF PERFORMANCE 22

F.3 PLACE OF PERFORMANCE 22

F.4 PERFORMANCE STANDARDS 22

F.5 KEY PERSONNEL 23

F.6 REPORTS AND DELIVERABLES 25

F.7 AUTHORIZED WORK WEEK 32

F.8 AIDAR 752.7005 SUBMISSION REQUIREMENTS FOR DEVELOPMENT

EXPERIENCE DOCUMENTS (SEPTEMBER 2013) 32

F.9 AIDAR 752.229-71 REPORTING OF FOREIGN TAXES (JULY 2007) 33

F.10 AIDAR 752.242-70 PERIODIC PROGRESS REPORTS (OCT 2007) 34

G – Contract Administration Data 35

G.1 ADMINISTRATIVE CONTRACTING OFFICE 35

G.2 CONTRACTING OFFICER'S AUTHORITY 35

G.3 POINTS OF CONTACT 35

G.4 CONTRACTING OFFICER’S REPRESENTATIVE (COR) 35

G.6 PAYMENT METHOD AND INVOICES 37

G.7 ACCOUNTING AND APPROPRIATION DATA 37

G.8 CONTRACTOR’S PRIMARY POINT OF CONTACT 37

G.9 CONTRACTOR'S PAYMENT ADDRESS 38

G.10 752.7003 Documentation for payment. (NOV 1998) 38

H – Special Contract Requirements 40

H.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE 40

H.2 AIDAR 752.7007 PERSONNEL COMPENSATION (JULY 2007) 40

H.3 ADDITIONAL REQUIREMENTS FOR PERSONNEL COMPENSATION 40

H.4 AUTHORIZED GEOGRAPHIC CODE 41

H.5 AIDAR 752.228-3 WORKER’S COMPENSATION INSURANCE (DEFENSE BASE ACT)

(DEC 1991) 41

H.6 aidar 752.231-71 salary supplements for host government employees (may 2015)

H.7 ADS 305maa FOREIGN GOVERNMENT DELEGATIONS TO INTERNATIONAL

CONFERENCES (JAN 2002) 42

H.8 AIDAR 752.231-72 CONFERENCE PLANNING AND REQUIRED APPROVALS (AUG

2013) 42

H.9 BUSINESS CLASS TRAVEL 43

H.10 information system security 43

H.11 executive order on terrorism financing 44

H.12 ELECTRONIC PAYMENTS SYSTEM 44

H.13 AIDAR 752.245-71 TITLE TO AND CARE OF PROPERTY (APR 1984) 45

H.14 CONSENT TO SUBCONTRACTS (DECEMBER 2016) 46

H.15 RIGHT TO PROCURE FROM OTHER SOURCES (AUGUST 2016) 46

H.16 MAXIMIZING USE OF LOCAL ENTITIES (AUGUST 2016) 47

H.17 ADS 302.3.5.17 LIMITATION ON SUBCONTRACTING TO NON-LOCAL ENTITIES

(JULY 2014) 47

H.18 ADS 302.3.5.21 SUBMISSION OF DATASETS TO THE DEVELOPMENT DATA

LIBRARY (DDL) (OCTOBER 2014) 48

H.19 SEXUAL MISCONDUCT (DECEMBER 2020) 49

H.20 ENVIRONMENTAL COMPLIANCE 49

H.21 USAID IMPLEMENTING PARTNER NOTICES (IPN) PORTAL FOR ACQUISITION

(JULY 2014) 50

H.22 COMPLIANCE WITH THE TRAFFICKING VICTIMS PROTECTION

REAUTHORIZATION ACT 51

H.23 LIMITATION ON ACQUISITION OF INFORMATION TECHNOLOGY (DEVIATION

Nos. M/OAA-DEV-FAR-18-2c and M/OAA-DEV-AIDAR-18-2c) (APRIL 2018) 52

H.24 PROHIBITION OF ASSISTANCE TO DRUG TRAFFICKERS 53

H.25 LANGUAGE REQUIREMENTS AND REPORTING 53

H.26 GOVERNMENT FURNISHED FACILITIES OR PROPERTY 53

H.27 AIDAR 752.7013 CONTRACTOR-MISSION RELATIONSHIPS (JUN 2018) 54

H.28 SUBCONTRACTING PLAN AND THE SF 294 – SUBCONTRACTING REPORT FOR

INDIVIDUAL CONTRACTS AND SF 295 – SUMMARY CONTRACTING REPORTS 55

H.29 LIMITING CONSTRUCTION ACTIVITIES (AUGUST 2013) 55

H.30 ADS 302.3.5.19 USAID-FINANCED THIRD-PARTY WEB SITES (NOVEMBER 2017)

H.31 USE OF POUCH FACILITIES (JUL 1997) 57

PART II – CONTRACT CLAUSES 58

I – Contract Clauses 58

I.1 52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998) 58

I.2 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE 58

I.3 AIDAR 48 CFR CHAPTER 7 62

I.4 FAR 52.209-9 UPDATES OF PUBLICLY AVAILABLE INFORMATION REGARDING

RESPONSIBILITY MATTERS (OCT 2018) 62

I.5 FAR 52.217-8 OPTION TO EXTEND SERVICES (NOV 1999) 63

I.6 AIDAR 752.202-1 DEFINITIONS (JAN 1990) 63

I.7 USAID DEFINITIONS CLAUSE – SUPPLEMENT FOR USAID CONTRACTS INVOLVING

PERFORMANCE OVERSEAS (DEC 1986) 64

I.8 AIDAR 752.204-2 SECURITY REQUIREMENTS (FEB 1999) 65

I.9 AIDAR 752.222-70 USAID DISABILITY POLICY – ACQUISITION (DEC 2004) 65

I.10 AIDAR 752.211-70 LANGUAGE AND MEASUREMENT (JUN 1992) 65

I.11 AIDAR 752.219-8 UTILIZATION OF SMALL BUSINESS CONCERNS AND SMALL

DISADVANTAGED BUSINESS CONCERNS (MAR 2015) 66

I.12 AIDAR 752.225-9 BUY AMERICAN ACT – TRADE AGREEMENTS ACT – BALANCE

OF PAYMENTS PROGRAM 66

I.13 AIDAR 752.225-70 SOURCE AND NATIONALITY REQUIREMENTS (FEB 2012) 66

I.14 AIDAR 752.228-7 INSURANCE – LIABILITY TO THIRD PERSONS (JUL 1997) 67

I.15 AIDAR 752.229-70 FEDERAL, STATE, AND LOCAL TAXES 67

I.16 AIDAR 752.245-70 Government property – USAID reporting requirements. (OCT 2017) 67

I.17 AIDAR 752.245-71 TITLE AND CARE OF PROPERTY (APR 1984) 69

PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACH. 71

J – list of attachments 71

PART IV – REPRESENTATIONS & INSTRUCTIONS 73

K - Representations, Certifications, and Other Statements of Bidders 73

K.1 NOTICE LISTING SOLICITATION PROVISIONS INCORPORATED BY REFERENCE 73

K.2 52.204-8 ANNUAL REPRESENTATIONS AND CERTIFICATIONS (MAR 2020) 73

K.3 FAR 52.204-24 REPRESENTATION REGARDING CERTAIN TELECOMMUNICATIONS AND VIDEO

SURVEILLANCE SERVICES OR EQUIPMENT (OCT 2020) 76

K.4 FAR 52.204-26 Covered Telecommunications Equipment or Services- Representation (Oct 2020) 79

L – Instructions, Conditions, and Notices to Bidders 81

L.1 NOTICE LISTING SOLICITATION PROVISIONS INCORPORATED BY REFERENCE 81

L.2 FAR 52.216-1 TYPE OF CONTRACT (APR 1984) 81

L.3 52.233-2 SERVICE OF PROTEST. (SEP 2006) 81

L.4 GENERAL INSTRUCTIONS FOR SUBMISSION OF PROPOSALS 82

L.5 PROPOSAL PREPARATION AND SUBMISSION INSTRUCTIONS 85

L.6 Technical Proposal (Volume I) 86

L.7 Cost Proposal (Volume II) 90

L.8 SMALL BUSINESS SUBCONTRACTING PLAN INSTRUCTIONS 97

L.9 BRANDING IMPLEMENTATION AND MARKING PLAN INSTRUCTIONS 98

M – Evaluation Factors for Award 99

M.1. GENERAL INFORMATION 99

M.2. TECHNICAL EVALUATION FACTORS 99

M.3. COST/PRICE EVALUATION 102

M.4. DETERMINATION OF THE COMPETITIVE RANGE 102

M.5. SOURCE SELECTION 103

PART I – THE SCHEDULE

B – SUPPLIES OR SERVICES/PRICES

B.1. PURPOSE

The purpose of this contract is to provide services that fall within the Scope of Work (SOW) specified in Section C USAID Monitoring, Evaluation, and Learning (MEL) activity.

B.2. CONTRACT TYPE AND SERVICES

This is a Cost-Plus-Fixed-Fee (CPFF) completion type contract in accordance with FAR

16.306. For consideration set forth below, the Contractor must perform the components and activities/tasks required in Section C (SCOPE OF WORK) and the additional requirements described in Section F, H and E in accordance with the performance standards specified herein.

B.3. ESTIMATED COST AND FIXED FEE AND OBLIGATED AMOUNT

a) The estimated cost for the performance of the work required hereunder, exclusive of fixed fee is ___TBD_____. The estimated fixed fee is ___TBD_____. The estimated cost-plus fixed fee is ___TBD_____.

Cost shall be limited to reasonable, allocable, and allowable costs determined in accordance with Federal Acquisition Regulation (FAR) 52.216-7.

b) Within the estimated cost-plus fixed fee (if any) specified in paragraph (a) above, the amount currently obligated and available for reimbursement of allowable costs incurred by the Contractor (and payment of fee, if any) for performance hereunder is __TBD_____. The Contractor must not exceed the aforesaid obligated amount in accordance with the Limitation of funds Clause, FAR 52.232.22.

c) Funds obligated hereunder are anticipated to be sufficient through ___TBD____.

B.4. APPROVED BUDGET BY CONTRACT COST ELEMENT

a) The contract budget found herein is based on the contractor’s original proposal and/or final proposal revision, which was accepted by USAID through award of this contract.

b) Without the prior written approval of the Contracting Officer, the Contractor may not exceed the total estimated costs set forth in the budget hereunder or the total obligated amount, whichever is less.

c) The following illustrative budget sets forth the estimates for reimbursement of dollar costs for individual line items of cost, and the fixed fee.

Description Year 1 Year 2 Year 3 Year 4 Year 5 Total All

Years Option

Year

Total Direct

Total Indirect Costs

Fixed Fee

TOTAL

(d) The inclusion of any costs in the above cost categories does not obviate the requirement for prior approval by the Contracting Officer of cost items designated as required prior approval by any of the terms and conditions of this contract, including the applicable cost principles (see FAR 52.216-7); nor does it constitute a determination of allowability by the Contracting Officer of any item of cost, unless stated elsewhere in this contract. Also, these amounts may not be adjusted without a written modification signed by the Contracting Officer. The Contractor must not bill any amounts against this contract in excess of the amounts specified for each line item.

B.5. INDIRECT COSTS

For the Prime Contractor:

Pending the establishment of a revised provisional or final indirect cost rates, allowable indirect costs shall be reimbursed on the basis of the following negotiated provisional or predetermined rates and the appropriate bases:

Description Rate

Base 1/ 2/

Type 1/ 2/

Period 1/ 2/

1/Base of Application

Type of Rate: Provisional

Period:

2/Base of Application:

3/Base of Application:

For Each of the Major Subcontractor (s)*

Description Rate

Base 1/ 2/

Type 1/ 2/

Period 1/ 2/

1/Base of Application:

Type of Rate:

Period:

2/Base of Application:

Type of Rate:

Period:

3/Base of Application:

Type of Rate:

*“Major Subcontractors” are those subcontractors whose proposed cost exceeds 10% of the Offeror’s proposed total cost. USAID may request to review any proposed subcontractors below the 10% threshold. As applicable, any request to review proposed subcontractors below the 10% threshold will be communicated to the Offeror.

Note 1: Contractors may recover applicable indirect costs (i.e., overhead, G&A, etc.) if it is part of the contractor's usual accounting procedures, consistent with FAR Part 31, and Negotiated Indirect Cost Rate Agreement (NICRA).

B.6. COST REIMBURSABLE

The U.S. dollar costs allowable will be limited to reasonable, allocable and necessary costs determined in accordance with FAR 31 (Contract Cost Principles), 2 CFR 200, FAR 52.216-7, (Allowable Cost and Payment), FAR 52.216-8 (Fixed Fee) if applicable, and AIDAR 752.7003 (Documentation for Payment).

B.7. PAYMENT OF FIXED FEE

Payment of fee shall be in accordance with FAR 52.216-8. The Contractor shall be paid fees based on the completion of expected results stated in the Statement of Work (SOW).

(END OF SECTION B)

C – SCOPE OF WORK

C.1 INTRODUCTION

USAID/Mozambique intends to award a five-year cost-plus-fixed-fee (CPFF) completion contract for Monitoring, Evaluation, and Learning (MEL) Service. The main objective of the award is to establish a mechanism to strengthen USAID/Mozambique’s evidence-based decision-making by providing continuous, on-the-ground, specialized MEL support to the Mission and its implementing partners (IPs). The activity will provide consistent and high-level performance monitoring and reporting support, as well as on-demand ability to implement studies, assessments, and evaluations of specific programs or activities.

Additionally, the activity will provide periodic and strategic capacity-building interventions to strengthen the MEL skills of USAID and IP staff. The activity will support the Mission’s collaborating, learning, and adapting (CLA) initiatives and interventions by providing just-in-time specialized skills and logistics for a variety of efforts, such as project/activity designs, Maputo- and province-based portfolio reviews, stakeholder consultations, and pause-and-reflect sessions, in line with Mission policy and priorities as specified in the Country Development Cooperation Strategy (CDCS), Performance Management Plan (PMP) and internal Mission Orders.

C.2 BACKGROUND

Mozambique has one of the most variable development trajectories of any country in sub- Saharan Africa. It is currently one of the world’s poorest countries due to debt distress, widening income inequality, endemic corruption, increasingly frequent natural disasters, lack of formal employment, and poor health and education opportunities and outcomes. In addition, emerging threats to economic stability and democratic governance in the form of deeply flawed elections and increasing violent extremism in the north of the country, and effects of COVID-19 across the developmental landscape further illustrate the multitude and magnitude of current constraints.

USAID/Mozambique’s efforts to support development in the country are guided by its Country Development and Cooperation Strategy (CDCS, 2020-2025). This strategy focuses on building resilience to shocks such as natural disasters and violent extremism, improving social services (particularly in the health and education sectors), strengthening diversified and inclusive economic growth, and increasing accountability.

C.3 PURPOSE AND SCOPE

Problem/Statement of Need: Given the complex development environment in which USAID/Mozambique operates and the large and diverse number of activities it implements, achieving development results requires continuous learning and adaptation. The Mission and its IPs need to generate and apply timely, high-quality data and analysis for decision-making. USAID policy mandates that, while certain MEL tasks should be conducted by USAID staff, others--such as performance and impact evaluations--must be carried out by a third party. This activity is intended to support internal MEL capacity and interventions as well as conduct external evaluations, assessments, and studies to inform USAID decision-making throughout the Program Cycle.

https://drive.google.com/file/d/1XXzUwzGGpz5uZao7r_1uUdf20y2agh7B/view https://usaidlearninglab.org/program-cycle-overview-page

C.3.1 Purpose

Activity Purpose:

The purpose of this activity is to improve USAID/Mozambique’s ability to design and manage evidence-informed activities. This activity will support better development results as well as accountability in terms of supporting USAID's oversight role as a steward of U.S.

taxpayer funds.

Theory of Change:

If USAID/Mozambique increases its access to quality programmatic and contextual data and information, strengthens its monitoring systems and processes, and deepens its staff and IPs’ capacity and commitment to apply evidence in activity design and implementation, then it will improve its ability to design and manage evidence-informed activities.

C.3.2 Geographic Focus

This activity will provide support to the Mission and IPs wherever USAID/Mozambique implements activities. While the CDCS includes a geographic focus in the northern and central regions, currently USAID/Mozambique implements activities in all 11 provinces of the country. The Contractor is required to maintain its main office in Maputo and should consider a minimal support structure in central or northern Mozambique to allow for smooth logistical operations in support of MEL efforts.

C.3.3 Expected Results, Tasks, and Approach:

Results:

● Provision of demand-driven, high-quality data through evaluations, assessments, special studies, and monitoring;

● Strengthened USAID and IP monitoring systems and processes;

● Strengthened USAID and IP capacity and commitment to apply evidence for activity design and implementation; and

● Strengthened ability of USAID Agreement and Contracting Officer’s Representatives

(AOR/CORs) to perform proper oversight of USAID-funded activities.

Tasks:

Support Mission Performance Monitoring/Management - Performance management, as defined in USAID ADS 201, is the systematic process of planning, collecting, analyzing, and using performance monitoring data and evaluations to track progress, influence decision making, and improve results. The Contractor shall perform the following key sub-tasks:

● Provide high-quality, monitoring support (tools, training, and technical assistance to roll-out training) - approximately 2 MEL topic trainings per year (USAID & IP).

● Support the Mission Data Quality Assessments (DQA) process, consistent with ADS 201 - ability to mobilize within 7 business days from assignment and complete the reporting within 14 days of fieldwork - estimated at 10 indicators per year.

● Support high-quality performance monitoring by USAID staff, including: developing site visit objectives and schedules, arranging stakeholder meetings and interviews as requested, documenting the outcomes of such meetings, and providing logistical arrangements and cars/drivers with an office in Nampula. Estimated 10 site visits per year over a range of 2-5 activities per site visit - site visits coordinated and in support of COR/AOR and USAID provincial advisors’ efforts.

● Conduct high-quality independent performance monitoring as requested by USAID, in locations (including but not limited to sites within Cabo Delgado province) and at times when it's not possible for USAID staff to conduct field monitoring. Estimated 8 site visits per year.

● Support GIS data management, in coordination with the USAID GIS specialist (strengthen data gathering and manipulation processes) to develop maps and other visualizations for decision making. Approximately 2-3 relevant mapping/visual products per year for use in design, monitoring, or outreach activities.

● Support USAID technical teams in contextual or performance data gathering (quick phone surveys, key informant interviews, or other methods to serve as inputs for design or implementation decision making - Estimated 60 workdays per year.

● Analysis of indicator data for use in USAID quarterly data reviews, portfolio reviews, partner meetings, and other CLA venues. Estimated 60 workdays of effort per year.

● Stakeholder/beneficiary interviews and other means of checking the pulse of USAID activities from the stakeholder and beneficiary perspective; estimated 15 assessments, each with 50 - 100 stakeholder interviews, over the course of the contract.

● Context Monitoring - annually to support DO-level portfolio reviews, linked with scenario tracking and adaptive management - analysis of trends on certain factors and indicators that are key to USAID’s objectives, based on both quantitative and qualitative data.

● Assist with drafting, review, and updating key performance management documents: PMP, Performance Plan and Report, quarterly data reviews, and portfolio review documents.

● Support the development of Activity-level MEL Plans (particularly by new and/or local IPs), and associated Performance Indicator Reference Sheets - Estimated 10 new Activity MEL plans to be drafted each year and approximately 15 Activity MEL plans to be reviewed annually.

● Support the Mission and IPs in optimizing the Development Information Solution (DIS) system for knowledge management and evidence-based decision-making.

Assessment and Evaluation - This component will focus on periodic measurement of progress in the course of CDCS implementation, evaluating the efficacy of implementation approaches at the IR or activity level, examining value for money, testing the validity of assumptions or the theory of change, assessing the implementation of the theory of change and performance of contractual requirements, and identifying opportunities to improve development outcomes. The methodologies for such assessments and evaluations will generally include a mix of qualitative and quantitative measures and must be agreed upon by the COR prior to the start of each task. The following are key sub-tasks:

● Conduct assessments to inform the Mission’s activity design, strategic approaches, and adaptive management:

○ Approximately 2-4 activity-level baseline assessments per year

○ Approximately 1-2 rapid assessments per year (stakeholder consultation or beneficiary assessment, etc.)

● Carry out activity and/or program performance evaluations:

○ Approximately 3 mid-term, activity-level evaluations per year

○ Approximately 3 final, activity-level evaluations per year

○ Approximately 2 program/CDCS DO- or IR-level evaluations over the course of the contract

● Coordinate, develop the concept, and implement about 1-2 impact evaluations, in coordination with USAID and relevant IPs. This would include establishing a structure to keep the implementer and the evaluation team in a formal relationship during the length of implementation and evaluation.

● Conduct and/or support analyses and assessments as needed, including but not limited to assessments for the midcourse stocktaking for the 2020-2025 CDCS and any successor CDCS analyses (e.g., Political Economy Analysis, Gender Analysis, Youth Analysis); approximately 3 by 2023 and 3 to 5 in preparation for the development of the next CDCS (likely in 2024).

● Other activity, project, or technical team-requested assessments and studies as needed.

Collaborating, Learning and Adapting (CLA) - The contractor will work with the Mission, implementing partners, donors, other stakeholders, and beneficiaries to foster and advance an effective CLA culture. The contractor is expected to use innovative, tailored CLA approaches to support the Mission’s efforts to improve development outcomes. The contractor must perform the following types of key sub-tasks:

● Provide short-term technical experts as needed to support mission MEL activities;

● Conduct, facilitate, and/or arrange logistics and other support for collaborating or learning events as needed, including Mission-wide learning events, meetings with implementing partners (including but not limited to the Implementing Partners meetings, provincial portfolio reviews, and quarterly CLA events for USAID and implementing partner MEL specialists), staff retreats, technical team meetings with implementing partners or other donors, stakeholder consultations, technical team learning events, and field visits for mission leadership or U.S. Government officials -approximately 6 events per year: 1 of which could include more than 150 participants; 2-3 from 50 to 100 participants, and 2-3 for under 50 participants;

● Provide short-term (six months or less) consultants as required for MEL technical assistance to target Mission partners (government or NGO) as needed -approximately one per year per CDCS DO;

● Support Mission efforts to capture and transmit internal tacit knowledge and deepen peer-to-peer learning;

● Assist in building the capacity of Mozambican monitoring and evaluation expertise by identifying local entities to implement key tasks and incorporate capacity building components into these tasks - targets of opportunity;

● Provide training to share MEL best practices and tools to allow our IPs, government, and other local entities the opportunity to deepen their MEL capacities -approximately 2 training sessions per year.

Approach:

Given the complexity and dynamic nature of the Mozambican context and USAID/Mozambique’s strategy, an innovative and flexible MEL system is essential to USAID’s ability to conduct effective program oversight and consistently adapt to improve its program effectiveness. The Mission’s MEL systems and processes will aim to incorporate the following three principles: (1) strengthen the use of local systems (including the use of local research institutions and universities); (2) employ strong coordination and collaboration among all stakeholders; and (3) apply flexibility within restricted or non-permissive environments. Across these three principles, the Contractor will support the Mission to ensure that gender-responsive and climate change-sensitive MEL is incorporated in all programming.

It is expected that a large percentage of tasks within this contract will be implemented via or in partnership with key local entities (individuals, academic institutions, think tanks, sub-contractors, and government counterparts). To the extent possible within the performance of the tasks outlined in Section C.3.3, the Contractor will work to strengthen Mozambican MEL institutions by using local entities while maintaining proper management and oversight and ensuring the quality of all services and written products provided to the Mission.

● Gender and Inclusive Development Considerations:

USAID activities must comply with USAID gender and inclusive development policies, including, but not limited to, the Disability Policy; the Gender Equality and Female Empowerment Policy; the Youth in Development Policy; the Democracy, Human Rights and Governance Strategy; LGBT Vision for Action; and the Nondiscrimination for Beneficiaries Policy. As such, this procurement is central to the Mission’s effort to ensure that Mission activities identify and seek to remedy gender gaps and assist marginalized groups. Gender indicators and analyses are required for USAID activities in accordance with ADS 205, Integrating Gender Equality and Female Empowerment in USAID’s Program Cycle, and activities are required to report sex-disaggregated statistics. The Contractor will review Activity MEL plans to help ensure that they reflect the Gender Analysis and Gender Action Plan, that they measure relevant indicators of gender equality and women’s empowerment, and that they include required gender indicators, as specified in ADS 205.3.3. The contractor will be required to assess gender and inclusive development impacts in any activity or programmatic evaluations or assessments conducted. The Contractor will also integrate gender equity and inclusive development goals in its own hiring, contracting, training curriculum, and other operations.

● Sustainability and Local Systems Considerations:

To achieve long-term sustainable development, USAID supports local organizations, including civil society organizations, academic institutions, and the private sector, to strengthen local systems. The Contractor will engage to the maximum extent possible with local implementing partners to carry out the objectives of this contract. Special consideration will be given to the Contractor’s ability to assess and offer effective remedies for MEL capacity gaps among USAID’s partners as well as the Contractor’s own local partners. Throughout its implementation of the tasks outlined above, the Contractor will build the technical and management capacity of local firms, such that they can eventually provide direct MEL and CLA services to USAID/Mozambique, the Government of Mozambique, and other development partners.

C.4 MONITORING, EVALUATION, and LEARNING The activity MEL plan must include indicators associated with the Activity’s results and objectives. The activity MEL plan will serve as a road map with discrete goals, which will enable USAID/Mozambique’s management to establish how well the MEL Support activity is performing in the short and long term. The activity MEL plan should comprise innovative approaches and triggers to enable USAID/Mozambique management to make necessary adjustments.

Specifically, the activity MEL plan will:

● List key activity objectives, expected results and outputs (outputs are services delivered or items produced), as well as provide brief descriptions of the linkages between the outputs and expected results;

● Define specific performance indicators for the different levels of the activity’s results;

● Present baseline values, annual targets, and end of activity targets for the proposed performance indicators for each of the MEL Support program components as appropriate;

● Cite data collection methods and frequency of data collection for each indicator. The Contractor must consider the use of innovative methods and qualitative techniques in data collection and analysis;

● Demonstrate how collaboration, learning and adaptation will be integrated into the approach of the activity;

● Opportunities for independent reviews, evaluations, and other mechanisms for establishing program effectiveness, key lessons and impact of the MEL support activity must be described. Use automated and other methods to gather, store, process, summarize, analyze, and/or report performance data;

● Provide an illustrative schedule for discrete monitoring, evaluation, and learning activities tied to the overall Activity work plan;

● Describe the methods/tools/techniques to be used for monitoring;

● Develop organization-wide policies and procedures for monitoring in relation to the particular activity MEL plan ; and

● Describe organizational staffing/expertise, roles, and responsibilities and how these are to be used in the activity MEL plan , including the role of subcontractors.

(END OF SECTION C)

D – PACKAGING AND MARKING

D.1 AIDAR 752.7009 MARKING. (JAN 1993)

(a) It is USAID policy that USAID-financed commodities and shipping containers, and project construction sites and other project locations be suitably marked with the USAID emblem. Shipping containers are also to be marked with the last five digits of the USAID financing document number. As a general rule, marking is not required for raw materials shipped in bulk (such as coal, grain, etc.), or for semi-finished products which are not packaged.

(b) Specific guidance on marking requirements should be obtained prior to procurement of commodities to be shipped, and as early as possible for project construction sites and other project locations. This guidance will be provided through the cognizant technical office indicated on the cover page of this contract, or by the Mission Director in the Cooperating Country to which commodities are being shipped, or in which the project site is located.

(c) Authority to waive marking requirements is vested with the Regional Assistant Administrators, and with Mission Directors.

(d) A copy of any specific marking instructions or waivers from marking requirements is to be sent to the contracting officer; the original should be retained by the Contractor.

D.2 BRANDING AND MARKING POLICY

The contractor must comply with the requirements of the policy directives and required procedures outlined in USAID Automated Directive System (ADS) 320.3.2 “Branding and Marking in USAID Direct Contracting” (version from November 03, 2020) at https://www.usaid.gov/sites/default/files/documents/320.pdf; and USAID "Graphic Standards Manual" available at www.usaid.gov/branding, or any successor branding policy.

D.3 BRANDING STRATEGY

In accordance with Automated Directives System (ADS) 320.3.2.1, contractors must prepare a Branding Implementation Plan (BIP) and Marking Plan (MP) to address the Branding Strategy described under Attachment J.8, and the matrix affixed thereto. This is to ensure that the successful contractor’s Branding Implementation Plan and Marking Plan under this contract are in compliance with the “USAID Graphics Standard Manual” available at http://www.usaid.gov/branding and any successor branding policy, as detailed in ADS Chapter 320.

USAID policy is to require exclusive branding and marking in USAID direct acquisitions.

“Exclusive Branding” means that the activity is positioned as USAID’s, as showcased by the activity name (e.g., the USAID MEL Service Activity). “Exclusive marking” means contractors may only mark USAID-funded programs, projects, activities, public communications, and commodities with the USAID Standard Graphic Identity and, where applicable, the host-country government or ministry symbol or logo. It is USAID’s policy that contractors and sub-contractors corporate identities or logos may not be used on USAID-funded programs and communications materials.

https://www.usaid.gov/sites/default/files/documents/320.pdf http://www.usaid.gov/branding http://www.usaid.gov/branding

Under some circumstances, co-branding may apply, in which case USAID will provide guidance prior to acceptance of the Branding and Marking Plan.

Objective: The main objective of the USAID Monitoring, Evaluation, and Learning (MEL) Service activity is to establish a mechanism to strengthen USAID/Mozambique’s evidence-based decision-making by providing continuous, on-the-ground, specialized MEL support to the Mission and its implementing partners (IPs)

Activity Name: “Monitoring, Evaluation, and Learning (MEL) Service” until a final name is agreed upon with the contractor.

Positioning: The Contractor will have the responsibility to position USAID name and logo in each activity to be supported to ensure that people recognize and identify that those activities are developed with USG financing. Evaluations must be widely disseminated and clearly marked to indicate that USAID programs have been subject by independent evaluation experts.

Public Outreach: The Activity audience will be diverse at national level. Activity messages and actions will be addressed to different actors within the Government of Mozambique and civil society.

The following categories of public audiences will be reached by the activity:

Counterparts and Partners: In addition, the activity will promote from the beginning the active participation and engagement of different public, private and civil society organizations. These entities will become USAID’s counterparts, partners, and beneficiaries.

Level of visibility: The activity will ensure a high level of USAID visibility in all activities, at the national level. Due to the nature of policy and institutional reforms which usually are developed with a high level of political will, in the cases where the themes appear as sensitive, low profile will be used. When a sensitive situation needs to be considered, the activity will strictly follow USAID recommendations.

Anticipated elements of marking plan: Deliverables to be marked, include products, equipment and inputs delivered; places where the activities are carried out; external public communications, studies, reports, publications and informative and promotional products;

and workshops, conferences, fairs, media related activities and any such events.

Publications authored by contractors or other non-USAID employees must include the following disclaimer on the title page:

“The author’s views expressed in this publication do not necessarily reflect the views of the United States Agency for International Development or the United States Government.”

Threats and restrictions to the security of the activity need to be identified and assessed in order to request any necessary exception from the marking requirement in accordance with

ADS 320.3.2.

USAID’s web page contains the electronic version of the Graphic Standards Manual that is compulsory for all contractors.

D.4 MARKING

1. Description of public communications and program materials to be produced as part of the activity that will visibly bear the USAID and when required the Mozambican Government (Monitoring, Evaluation, and Learning (MEL) Service) Identity.

2. “This activity was made possible by the generous support of the American People through the United States Agency for International Development.”

“Esta actividade tornou-se possível com o generoso apoio do Povo Americano através da Agência dos Estados Unidos da América para o Desenvolvimento Internacional.”

(END OF SECTION D)

E – INSPECTION AND ACCEPTANCE

E.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

The following contract clauses pertinent to this section are hereby incorporated by reference (by Citation Number, Title, and Date) in accordance with the clause at FAR 52.252-2 CLAUSES INCORPORATED BY REFERENCE" in Section I of this contract. See https://www.acquisition.gov/browse/index/far for electronic access to the full text of a FAR clause.

FEDERAL ACQUISITION REGULATION (48 CFR Chapter 1)

NUMBER TITLE DATE

52.246-3 INSPECTION OF SUPPLIES

COST-REIMBURSEMENT MAY 2001

52.246-5 INSPECTION OF SERVICES—

COST-REIMBURSEMENT APR 1984

E.2 INSPECTION AND ACCEPTANCE/RESPONSIBLE OFFICIAL

USAID inspection and acceptance of all services, reports and other required deliverables or outputs under this contract must take place in Maputo, Mozambique, or at any other location where the services are performed and reports and deliverables or outputs are produced or submitted. The Contracting Officer’s Representative (COR) listed in Section G has been delegated the authority to inspect and accept all services, reports and required deliverables or outputs.

E.3 MONITORING AND EVALUATION

The COR will conduct period performance reviews to monitor the progress of work and the achievement of results and/or completion of major components under this contract. USAID will assess the Contractor’s progress in implementation of its work and success in meeting benchmarks, as defined in the Activity MEL plan. The information provided and exchanged through quarterly progress reviews will form the basis for assessing and reporting on Contractor performance.

The Contractor must submit to the COR all information and appropriate documentation necessary to demonstrate and support the achievement of results and milestones. The Contractor must also provide an explanation and/or justification if any milestones have not been achieved according to the schedule.

In addition to the technical performance requirements stated in Section C above, the Contractor will be held fully accountable for responsible management of this contract. Of particular concern are the following:

1) Satisfactory performance record, which includes effective independent cost control;

2) Amounts of cost overruns and underruns, and reasons for them;

3) Compliance with terms and conditions of contract, particularly areas where the Contracting Officer’s approval or consent is needed prior to execution of action, purchase of equipment, subcontract, formalization of constructive changes, timeliness of reports and other deliverables;

4) Task completion versus schedule completion date as stated in the contract Annual Work Plan with Performance Milestones, with explanation for completions delays, and,

5) Termination for default or convenience.

(END OF SECTION E)

F – DELIVERIES OR PERFORMANCE

F.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

The following contract clauses pertinent to this section are hereby incorporated by reference (by Citation Number, Title, and Date) in accordance with the clause at FAR 52.252-2 CLAUSES INCORPORATED BY REFERENCE in Section I of this contract. See https://acquisition.gov/browsefar for electronic access to the full text of a clause.

NUMBER TITLE

FEDERAL ACQUISITION REGULATION

(48 CFR Chapter 1)

DATE

52.242-15 STOP-WORK ORDER AUG 1989

STOP-WORK ORDER ALTERNATE I APR 1984

52.242-17 GOVERNMENT DELAY OF WORK APR 1984

F.2 PERIOD OF PERFORMANCE

The effective date of this contract is the date of the Contracting Officer’s signature. The base period of this contract is five (5) years, with an option year.

F.3 PLACE OF PERFORMANCE

The Contractor must maintain a project office in Maputo, Mozambique, to manage the requirements under this contract. The place of performance of this contract is Mozambique.

F.4 PERFORMANCE STANDARDS

(a) In accordance with FAR 42.15 and corresponding procedures, the evaluation of the Contractor's overall performance will be conducted jointly by the Contracting Officer’s Representative (COR) and the Contracting Officer and will form the basis of the Contractor's permanent performance record with regard to this contract as required by FAR 42.15 and AIDAR 742.15. The following general performance standards will be included in the basis of the performance evaluation:

1. Technical (Quality of Product or Service)

2. Cost control

3. Schedule/Timeliness

4. Management or Business relations

5. Small business subcontracting (as applicable)

6. Effectiveness of Key Personnel, Subcontractors and grantees

7. Other (as applicable) (e.g. late or nonpayment to subcontractors, trafficking violations, tax delinquency, failure to report in accordance with Contract terms and https://acquisition.gov/browsefar conditions, defective cost or pricing data, terminations, suspension and debarments)

8. Regulatory compliance.

(b) USAID reserves the right to conduct, and the Offeror must expect and be prepared for a management and/or financial audit by USAID at any time to ensure systems (management, administration, finance, procurement, and program) are in place as per the Contract. Such audit(s) will focus on program management and performance, including such factors as cost, timeliness, and accountability; and will include field and home office records pertaining to operations and program activities. The Contractor must cooperate with and contribute to a final management and financial review conducted by USAID prior to program closeout.

F.5 KEY PERSONNEL

All key personnel must be…