SOL-167-16-000010_Balkans_Regional_Support_IDIQ.pdf

SOL-167-16-0000010

TABLE OF CONTENTS

SECTION B – SUPPLIES OR SERVICES AND PRICE/COSTS

B.1 PURPOSE

B.2 CONTRACT TYPE AND SERVICES

B.3 OBLIGATED AMOUNT

B.4 PERIOD OF PERFORMANCE

B.5 MINIMUM ORDER GUARANTEE

B.6 MAXIMUM CONTRACT CEILING

B.7 FIXED FEE CEILING (Cost Plus Fixed Fee (CPFF) Task Orders Only)

B.8 INDIRECT COST

B.9 ADVANCE UNDERSTANDING ON CEILING INDIRECT COST RATES AND FINAL

REIMBURSEMENT FOR INDIRECT COSTS

B.10 REQUIREMENT TO PROVIDE SERVICES

SECTION C – DESCRIPTION / SPECIFICATIONS/STATEMENT OF WORK

C.1 PURPOSE

C.2 BACKGROUND

C.2 TECHNICAL SERVICES TO BE PROVIDED

C.3 TECHNICAL REQUIREMENTS

C.4 GEOGRAPHIC AREAS

C.5 COORDINATION

SECTION D – BRANDING AND MARKING

D.1 AIDAR 752.7009 MARKING (JAN 1993)

D.2 BRANDING AND MARKING POLICY

D.3 BRANDING AND MARKING PLAN

SECTION E - INSPECTION AND ACCEPTANCE

E.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

E.2 INSPECTION AND ACCEPTANCE

E.3 RESPONSIBLE OFFICIAL

SECTION F – DELIVERIES AND PERFORMANCE

F.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BT REFERENCE

F.2 PLACE OF PERFORMANCE

F.3 REPORTING REQUIREMENT

F.4 ALL ASSESSMENT AND EVALUATION REPORTS, STUDIES, AND OTHER WORK PRODUCTS

F.5 FINAL CONTRACT COMPLETION REPORT

F.6 QUARTERLY FINANCIAL REPORT

F.7 ORDERING PROCEDURES

SECTION G – CONTRACT ADMINISTRATION DATA

G.1 AIDAR 752.7003 DOCUMENTATION FOR PAYMENT (NOV 1998)

G.2 CONTRACTING OFFICER’S AUTHORITY

G.3 CONTRACTING OFFICER’S REPRESENTATIVE (COR)

G.4 TECHNICAL DIRECTIONS/RELATIONSHIP WITH USAID

G.5 PAYING OFFICE

G.6 CONTRACTOR’S PRIMARY POINT OF CONTACT

G.7 CONTRACTOR’S PAYMENT ADDRESS

G.8 ACCOUNTING AND APPROPRIATION DATA

SECTION H – SPECIAL CONTRACT REQUIREMENTS

H.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

H.2 AUTHORIZED GEOGRAPHIC CODE

H.3 EXECUTIVE ORDER ON TERRORISM FINANCING

H.4 FOREIGN GOVERNMENT DELEGATIONS TO INTERNATIONAL CONFERENCES

H.5 302.3.5.5 REPORTING OF FOREIGN TAXES (JULY 2007)

H.6 302.3.5.9 NONDISCRIMINATION (JUNE 2012)

H.7 302.3.5.20 CONFERENCE PLANNING AND REQUIRED APPROVALS (AUGUST 2013)

H.8 302.3.5.21 USAID IMPLEMENTING PARTNER NOTICES (IPN) PORTAL FOR ACQUISITION

(JULY 2014)

H.9 302.3.5.22 SUBMISSION OF DATASETS TO THE DEVELOPMENT DATA LIBRARY (DDL)

(OCTOBER 2014)

H.10 ENVIRONMENTAL COMPLIANCE

H.11 CONFIDENTIALITY AND OWNERSHIP OF INTELLECTUAL PROPERTY

H.12 DISCLOSURE OF INFORMATION

H.13 PRESS RELATIONS

H.14 PROCURING INFORMATION TECHNOLOGY (IT) RESOURCES

H.15 CONSENT TO SUBCONTRACTS

H.16 USAID IMPLEMENTATION OF SECTION 508 OF THE REHABILITATION ACT OF 1973 AND

FEDERAL ACQUISITION CIRCULAR (FAC) 97-27 "ELECTRONIC AND INFORMATION TECHNOLOGY

ACCESSIBILITY

H.17 AUTHORIZED WORK WEEK

H.18 ADDITIONAL REQUIREMENTS FOR PERSONNEL COMPENSATION

SECTION I – CONTRACT CLAUSES

I.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

I.2 CONTRACTOR CODE OF BUSINESS ETHICS AND CONDUCT (APR 2010)

I.3 52.204-7 SYSTEM FOR AWARD MANAGEMENT (JUL 2013)

I.4 52.204-15 SERVICE CONTRACT REPORTING REQUIREMENTS FOR INDEFINITE_DELIVERY

CONTRACTS (JAN 2014)

I.5 52.216-18 ORDERING (OCT 1995)

I.6 52.216-19 ORDER LIMITATIONS (OCT 1995)

I.7 52.216-22 INDEFINITE QUANTITY (OCT 1995)

I.8 52.217-2 CANCELLATION UNDER MULTIYEAR CONTRACTS (OCT 1997)

I.9 52.222-50 COMBATTING TRAFFICKING IN PERSONS (MAR 2015)

I.10 52.222-54 EMPLOYMENT ELIGIBILITY VERIFICATION (AUG 2013)

SECTION J – LIST OF DOCUMENTS EXHIBITS AND OTHER ATTACHMENTS

SECTION K - REPRESENTATIONS, CERTIFICATIONS, AND OTHER STATEMENTS

K.1. NOTICE LISTING SOLICITATION PROVISIONS INCORPORATED BY REFERENCE

K.2 FAR 52.204-8 ANNUAL REPRESENTATIONS AND CERTIFICATIONS

(APR 2016)

K.3 FAR 52.204-20 PREDECESSOR OF OFFEROR (JUL 2016)

K.4 FAR 52.209-11 REPRESENTATION BY CORPORATIONS REGARDING DELINQUENT TAX

LIABILITY OR A FELONY CONVICTION UNDER ANY LAW (FEB 2016)

K.5 FAR 52.222-22 PREVIOUS CONTRACTS AND COMPLIANCE REPORTS

(FEB 1999)

K.6 FAR 52.222-25 AFFIRMATIVE ACTION COMPLIANCE (FEB 1999)

K.7 FAR 52.230-1 COST ACCOUNTING STANDARDS NOTICES AND CERTIFICATION (OCT 2015)

K.8 52.230-7 PROPOSAL DISCLOSURE--COST ACCOUNTING PRACTICE CHANGES (APR 2005) .. 55

K.9 SIGNATURE

SECTION L – INSTRUCTIONS TO OFFERORS

L.1 TYPE OF CONTRACT

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

L.3 GENERAL INSTRUCTIONS TO OFFERORS

L.4 PROPOSAL SUBMISSION

L.5 INSTRUCTIONS FOR THE PREPARATION OF THE TECHNICAL PROPOSAL

L.6 COST PROPOSAL

SECTION M – EVALUATION CRITERIA

M.1 GENERAL INFORMATION

M.2 EVALUATION FACTORS

M.3 EVALUATION OF PAST PERFORMANCE

M.4 EVALUATION OF PRICE

M.4 DETERMINATION OF COMPETITIVE RANGE:

M.5 SOURCE SELECTION

SOL-167-16-000010

SOLICITATION, OFFER AND AWARD

4. TYPE OF SOLICITATION2. CONTRACT NUMBER 3. SOLICITATION NUMBER

7. ISSUED BY CODE 8. ADDRESS OFFER TO (If other than Item 7)

ORDER UNDER DPAS (15 CFR 700)

6. REQUISITION/PURCHASE NUMBER

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

NEGOTIATED (RFP)

SEALED BID (IFB)

5. DATE ISSUED

1. THIS CONTRACT IS A RATED RATING PAGE OF PAGES

1 65

C. E-MAIL ADDRESS

EXT.NUMBERAREA CODE

B. TELEPHONE (NO COLLECT CALLS)A. NAME

10. FOR

INFORMATION

CALL:

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.

(Date)(Hour) depository located in copies for furnishing the supplies or services in the Schedule will be received at the place specified in Item 8, or if hand carried, in the

SOLICITATION

9. Sealed offers in original and

PART IV - REPRESENTATIONS AND INSTRUCTIONS

OTHER STATEMENTS OF OFFERORS

EVALUATION FACTORS FOR AWARD

INSTRS., CONDS., AND NOTICES TO OFFERORS

REPRESENTATIONS, CERTIFICATIONS AND

LIST OF ATTACHMENTS

CONTRACT CLAUSES

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

I

J

K

L

M SPECIAL CONTRACT REQUIREMENTS

CONTRACT ADMINISTRATION DATA

DELIVERIES OR PERFORMANCE

INSPECTION AND ACCEPTANCE

PACKAGING AND MARKING

DESCRIPTION/SPECS./WORK STATEMENT

SUPPLIES OR SERVICES AND PRICES/COSTS

SOLICITATION/CONTRACT FORM

PART II - CONTRACT CLAUSESPART I - THE SCHEDULE

H

G

F

E

D

C

B

A

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

11. TABLE OF CONTENTS

18. OFFER DATE17. SIGNATURE

SUCH ADDRESS IN SCHEDULE.

IS DIFFERENT FROM ABOVE - ENTER

15C. CHECK IF REMITTANCE ADDRESS

EXT.NUMBERAREA CODE

15B. TELEPHONE NUMBER

(Type or print)AND

ADDRESS

OF

OFFEROR

CODE FACILITY

16. NAME AND TITLE OF PERSON AUTHORIZED TO SIGN OFFER15A. NAME

DATEAMENDMENT NO.DATEAMENDMENT NO.

and related documents numbered and dated):

amendments to the SOLICITATION for offerors

(The offeror acknowledges receipt of

14. ACKNOWLEDGEMENT OF AMENDMENTS

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

(See Section I, Clause No. 52.232.8)

13. DISCOUNT FOR PROMPT PAYMENT

designated point(s), within the time specified in the schedule.

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 price set opposite each item, delivered at the

12. In compliance with the above, the undersigned agrees, if this offer is accepted within ______________ calendar days (60 calendar days unless a different period is inserted

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

OFFER (Must be fully completed by offeror)

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

28. AWARD DATE

(Signature of Contracting Officer)

27. UNITED STATES OF AMERICA

25. PAYMENT WILL BE MADE BY

26. NAME OF CONTRACTING OFFICER (Type or print)

CODE 24. ADMINISTERED BY (If other than Item 7)

ITEM

(4 copies unless otherwise specified)

23. SUBMIT INVOICES TO ADDRESS SHOWN IN

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

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

21. ACCOUNTING AND APPROPRIATION20. AMOUNT19. ACCEPTED AS TO ITEMS NUMBERED

AWARD (To be completed by government)

CODE

REQ-167-16-00002608/05/2016

USAID/KOSOVO

USAID/Kosovo - RCO Ismail Qemali (Arberia), House no.1 Pristina, Kosovo 10000 00000 until 1200 LT local time 09/05/2016

Urime Abdyli +38 73ext107 uabdyli@usaid.gov

138-2436

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PAGE(S)

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition is unusable

STANDARD FORM 33 (Rev. 9-97)

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

SECTION B – SUPPLIES OR SERVICES AND PRICE/COSTS

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 Contracting Officers (COs) will request the work through the issuance of task orders during the ordering period as specified in Section F of the contract.

B.2 CONTRACT TYPE AND SERVICES

This is a multiple-award Indefinite Delivery/Indefinite Quantity (IDIQ) contract. The Government will issue task orders that are from the cost reimbursement or fixed price family of contracts.

B.3 OBLIGATED AMOUNT

TBD

B.4 PERIOD OF PERFORMANCE

The period of performance (POP) for this contract is five years from the date of award.

B.5 MINIMUM ORDER GUARANTEE

As required by Federal Acquisition Regulation (FAR) subpart 16.504(a)(1), the minimum amount of services to be ordered under this IDIQ is $50,000. The minimum obligated amount shall be applied toward the first task order. The Government is not obliged to order additional services.

Following this initial obligation, individual task orders will obligate funds to cover the work required under that task order.

B.6 MAXIMUM CONTRACT CEILING

The ceiling of the IDIQ is $23,000,000. The maximum aggregate dollar value of task orders awarded to all contractors must not exceed the contract ceiling. This ceiling is not being subdivided among the number of awardees nor is it being multiplied by the number of awardees.

B.7 FIXED FEE CEILING (Cost Plus Fixed Fee (CPFF) Task Orders Only)

(a) For each task order issued under this IDIQ, the Task Order Contracts Officer (TOCO) and Contractor agree to negotiate a set dollar amount for fixed fee. In negotiating the fixed dollar amount for fee, the TOCO must consider the policies and factors for establishing fee in FAR 15.404-4. In no event, however, may the amount of fixed fee in any individual task order exceed 5 percent of the task order’s estimated cost, excluding fee). The fee ceiling applies to the prime contractor and any for-profit subcontractors.

NOTE: The ceiling on fixed fee does not apply to fixed price Task Orders.

(b) The Total Estimated Cost Plus Fixed Fee for each Task Order must be negotiated in accordance with the terms of this contract.

B.8 INDIRECT COST

(Only applicable to cost reimbursement type task orders)

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

Description Rate Base Type Period

% 1/ 1/ 1/ % 2/ 2/ 2/ % 3/ 3/ 3/

1/ Base of Application:

Type of Rate:

Period:

2/ Base of Application:

Type of Rate:

Period:

3/ Base of Application:

Type of Rate:

Period:

B.9 ADVANCE UNDERSTANDING ON CEILING INDIRECT COST RATES AND FINAL

REIMBURSEMENT FOR INDIRECT COSTS

Reimbursement for indirect costs must be at the lower of the negotiated final (or predetermined) rates or the following ceiling rates:

Description Rate Base Period

% 1/ 1/ % 2/ 2/ % 3/ 3/

1/ Base of Application:

Period:

2/ Base of Application:

Period:

3/ Base of Application Period:

The Government will not be obligated to pay any additional amount should the final indirect cost rates exceed the negotiated ceiling rates. If the final indirect cost rates are less than the negotiated ceiling rates, the negotiated rates will be reduced to conform to the lower rates.

This understanding must not change any monetary ceiling, obligation, or specific cost allowance or disallowance. Any changes in classifying or allocating indirect costs require the prior written approval of the Contracting Officer.

B.10 REQUIREMENT TO PROVIDE SERVICES

Per FAR 16.504(a)(1), the Contractor shall furnish any additional services ordered by USAID under this contract so long as the cumulative amount of all orders does not exceed the maximum amount in Section B.

[END OF SECTION B]

SECTION C – DESCRIPTION / SPECIFICATIONS/STATEMENT OF WORK

C.1 PURPOSE

The purpose of this contract is to provide support for program-related services to program and technical teams in the Balkans.

C.2 BACKGROUND

For almost twenty-five years the Client Missions have been engaged in the management of USAID sponsored development assistance to their respective host countries, at times under very challenging circumstances. More recently, with the growth in the number of projects and activities being managed by each Client Mission there has been a corresponding increase in program-related services that each Client Mission is required to provide to document that project goals and objectives are being met. The resulting management burden has outstripped the resources available at the Client Missions to effectively perform assessments and rigorous analyses, gather baseline data, track results, periodically report on progress, perform evaluations, respond to ad-hoc requests for information, manage recordkeeping, and handle other project development and program office functions. In order to address these constraints, as well as new demands that will arise, certain functions have been identified for delivery through external contracting.

This group of functions may be contracted as one support activity to reduce the burden on Client Mission staff.

C.2 TECHNICAL SERVICES TO BE PROVIDED

The goal of this five-year contract is to support teams in the Client Missions in meeting information needs in order to make informed program management decisions, as well as to provide substantive support with qualitative, quantitative, and analytical information to assist in continually assessing and evaluating the underlying assumptions of projects being implemented . It must also assist Client Mission teams with their public information goals by providing qualitative and anecdotal evidence on the effects of projects on the lives of communities and individuals.

The Contractor must support Client Missions coordination with implementing partners to include host government officials and other development partners in who are supporting USAID goals. This will build awareness about informed and transparent monitoring and evaluation of projects and programs. In addition, implementing this project in close coordination with government ministries in Client Mission countries—to conduct surveys, collect data, and otherwise contribute to monitoring and evaluation (M&E) tasks—will directly contribute to the capacity building of government institutions in these countries.

C.3 TECHNICAL REQUIREMENTS

C.3.1 Expected task Order Services

Task Orders under this contract may require the following kinds of work:

Technical Sector Support:

The Contractor may be required to provide, on an as needed basis, technical experts in a range of fields, when and where requested, to assist the Client Missions in meeting their overall objectives. In order to accomplish this, the Contractor will maintain a roster of subject matter experts in the areas of the Client Missions development objectives. Expert staff procured through this mechanism may be called to provide Client Missions with project/activity design assistance or any other related assistance as required via short and long-term technical consultants.

USAID policy often requires that assessments and analyses be conducted in order to explore programming options. The Contractor may provide technical expertise to enable the Client Missions to conduct strategic analyses and assessments, monitor changes in the development environment, as well as conduct sector-specific and cross-sectoral assessment.

Program Office Support

The Contractor may be required to support the Client Missions in the provision of program office services including but not limited to performance management, evaluation, program information management, development outreach and communications. Contractor technical experts must be familiar with applicable USAID policies.

Performance Management

As USAID Client Missions will be completing a new Country Development Cooperation Strategy, the Contractor may be required to provide the support required to update the Performance Management Plan (PMP), as needed, to align with the new strategy; create project logframes and M&E Plans for the Client Missions Offices; collect baseline data at the Intermediate Results (IR) and Development Objective (DO) levels; and train/advise all IPs to create aligned logframes and M&E Plans for their activities.

It is also possible that support could be required for various government entities in Client Mission countries to manage their progress under the any type of Agreement with the U.S. Government

Evaluation

Support for implementation of the USAID evaluation policy. The Contractor may be required to design and manage performance and impact evaluations of individual activities and or/projects, and may also be asked to evaluate against IRs and/or overall development objectives. This would be accomplished through attitudinal surveys, focus groups and other participatory methods applied to beneficiaries, communities and local organizations to evaluate progress using social, economic political and environmental indicators. Additionally, the Contractor may assist in the development and tracking of a forward-looking evaluation and assessment plan.

Support Project/Activity Design

Provide advice and support for the design of projects or activities. Illustrative tasks include but are not limited to serving as a member of project design team from initial concept stage steps through analysis to final project/PAD approval, preparing inputs for government cost estimates, assisting with the development of indicators and project/activity monitoring and evaluation plans, and providing recommendations to USDH staff on implementation modalities.

Program Information Management

Provide information management and services that will enable Client Missions to be more responsive to the many data calls received with accurate and consistent project and program data necessary for reports and briefing materials. This may include services related to data management and reporting, such as aggregating data from multiple partners and projects/activities; coordinating the compilation and validation of data for the Operational Plan (OP)/Performance Plan and Report (PPR) and producing customized information products from monitoring data. Possible activities include tracking of and data collection for compliance with Mission and Agency guidance on performance management (e.g., ADS, policies, Mission Orders); and liaising and communicating with officials and representatives of the host government, other donor organizations, implementing partners, NGOs, and/or other statistical and/or data collection organizations for this purpose.

Data Quality Assessments (DQAs)

While AOR/CORs are responsible for conducting DQAs, the Contractor may be required to provide any required training to Client Missions staff on this process, and must ensure all DQAs conducted are done in accordance with ADS 203 and best practices. If/when implementing partner offices and data are in locations that USAID staff cannot access, the Contractor may be asked to conduct DQA on behalf of

USAID.

Data Management

The Contractor may be required to maintain and improve the Client Missions’ Clearinghouse for USAID staff and IP use. Upon contract award, the Contractor must conduct an assessment of the practical utility of the Clearinghouse to USAID and its IPs as it is currently designed and managed, and make recommendations for any required modifications (both system and business process related) to improve its utility.

Outreach Information

The Contractor, in close coordination with USAID, may be required to produce publications focused on activity or projects, providing professional services supporting media coverage, content drafting, creative solutions and guidance to the Client Missions for the utilization of social media. Furthermore, the Contractor may be required to support development of communication products such as fact sheets and success stories; compilation of USAID press clips; drafting of press releases, press Q&As, media advisories and other press documents with USAID or Embassy guidance for review and approval;

provision of outreach training for implementing partners and editing formal documents as requested.

Support Services

The Contractor may be required to provide logistical and administrative support, and facilitation services when needed, may be required to be provided by the Contractor for USAID technical team meetings with partners or other stakeholders for the purposes of planning, donor coordination, monitoring, evaluating, and/or learning.

C.3.2 Expected Standards

All of the work performed under this contract must be:

1) In full compliance with all USAID policies and Automated Directive System (ADS), including but not limited to the following:

• ADS Series 200 and 300;

• USAID’s current Country Development Cooperation Strategy (CDCS) Guidance;

• USAID Evaluation Policy; and

• USAID Forward Guidance on Quality Evaluations.

2) In full compliance with standards outlined on the Agency Evaluation Resources Webpage.

3) Written in proper English and in plain language (see http://www.plainlanguage.gov/). Language in all contract products shall be such that non-technical readers can comprehend the information presented, and brief but sufficient background shall be included to allow someone working on similar projects in other countries to benefit from reading the product.

4) Delivered on-time as defined in each Task Order, and in accordance with all criteria outlined in each Task Order.

5) Of high quality and following best practices for the specific type of project undertaken.

For all meetings held by the Contractor with USAID or its partners, the following must apply unless waived in writing by the COR:

1) Any materials to be used for the meeting shall be provided to the COR or designate no less than three days prior to the meeting. This shall include an agenda for the meeting that provides opening comments on why the meeting has been convened, and what is hoped to be gained from the time invested by participants;

2) Any materials to be discussed in a meeting shall be distributed to all participants (directly by the Contractor) at least 48 hours prior to the meeting time;

3) Sufficient copies of any materials to be discussed will be brought to the meeting by the Contractor for all meeting participants; and

4) The Contractor shall provide a summary of decisions, actions, and follow-up requirements to the COR and directly to all meeting participants within 24 hours of the meeting's end.

All final, USAID approved evaluations, assessments, and reports produced by the Contractor must be disseminated as outlined in the Task Order and will be posted by the Contractor to the Development Evaluation Clearinghouse (DEC) within five days of USAID final approval. Products shall be posted to the DEC electronically at:

Online: http://dec.usaid.gov

C.3.3 Personnel Requirements

The Contractor must provide all necessary logistical support, including travel arrangements (with required USAID clearances), computer support,1 team planning facilitation, and report editing (to meet the standards above) and dissemination for its personnel for each Task Order.

The Contractor must bear primary responsibility for procurement, personnel, reporting, and other management related requirements of the contract.

Computer support refers to the Contractor providing computers (laptops), all relevant software, printing ability, central processing (statistical analysis), etc. where needed for all staff working on task orders.

http://www.usaid.gov/results-and-data/information-resources/program-evaluations http://www.plainlanguage.gov/

C.3.4 Key Personnel

Key personnel must be identified in each individual Task Order. The Contractor must have all key personnel in-country within 30 days after award of any task order, unless specified otherwise therein.

C.4 GEOGRAPHIC AREAS

Task orders issued under this contract may perform work in Albania, Bosnia, Kosovo, Macedonia, Montenegro, and Serbia.

C.5 COORDINATION

It is crucial that this project maintain strong and close working relationships with other USG implementers in Client Mission countries depending on where the project will be implemented. USAID IPs will be required to coordinate with the Contractor at four levels: (1) to provide common results information as per the USAID PMP; (2) to collaborate and facilitate the collection of outcome and impact information—both qualitative and quantitative—which will be collected and analyzed directly by the Contractor; (3) to be trained by the Contractor on the use of the USAID/Client Missions Clearinghouse and to input required data on an on-going basis; and (4) to facilitate performance and compliance (environmental and branding) monitoring and verification of all USAID-funded activities in Client Mission countries by the Contractor.

Specific coordinating activities, in addition to the above, shall be identified in the individual Task Orders is necessary.

[END OF SECTION C]

SECTION D – BRANDING 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.

The Offeror shall comply with the requirements of the USAID branding policies available at:

www.usaid.gov/branding and appropriately mark all deliverables and public communications with the USAID brand.

Note: USAID receives “exclusive branding and marking” for the work conducted under all acquisition awards. This means that the foreign assistance delivered is clearly credited to the American people. It also means that competing logos or identities, such as the contractor’s, are excluded unless otherwise indicated in the award (contract).

D.2 BRANDING AND MARKING POLICY

In accordance with provision D.1 above, and where applicable, the Contractor shall 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 January 8, 2007) at http://www.usaid.gov/policy/ads/300/320.pdf; and USAID “Graphic Standards Manual” available at www.usaid.gov/branding, or any successor branding policy.

D.3 BRANDING AND MARKING PLAN

The Contractor shall submit a branding and marking plan no later than 30 days after award. The plan must be in accordance with ADS 320.3.2. The plan must be submitted to the COR for approval. The plan shall cover all activities under each individual task order.

Anticipated elements of marking plan: products, equipment and inputs delivered; places where program 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 program 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. Marking under this contract shall comply with the “USAID Graphics Standards Manual” available at http://www.usaid.gov/branding/acquisition.html or any successor branding policy.

[END OF SECTION D]

http://www.usaid.gov/branding/acquisition.html

SECTION 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 clause at FAR “52.252-2 CLAUSES INCORPORATED BY REFERENE” in Section I of this contract. See FAR 52.252-2 for an internet address (as specified) for electronic access to the full text of a clause.

NUMBER TITLE DATE

52.246-4 Inspection of Services – Fixed price AUG 1996 52.246- Inspection of Services—Cost reimbursement APR 1984

E.2 INSPECTION AND ACCEPTANCE

USAID inspection and acceptance of services and other required deliverables or outputs shall take place at:

USAID/Kosovo Arberia I, St. Ismail Qemali, No. 1 Pristina Kosovo or at any other location where the services are performed and reports and deliverables or outputs are produced or submitted. The COR listed in Section G has been delegated authority to inspect and accept all services, reports and required deliverables or outputs.

E.3 RESPONSIBLE OFFICIAL

In accordance with the clauses of this contract entitled ―Inspection – Cost – Cost Reimbursement, (FAR 52.246-5) and ―Inspection – Fixed Price, (FAR 52.246-4), inspection of results or other deliverables required by each Task Order issued hereunder must be made by the cognizant TOCOR for that Task Order. Acceptance of goods/services and reports or other deliverables by the cognizant TOCOR for that Task Order must form the basis for payments to the contractor, and will form the basis of the contractor‘s permanent performance record with regard to this contract.

[END OF SECTION E]

SECTION F – DELIVERIES AND PERFORMANCE

F.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BT 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 FAR 52.252-2 for an internet address (if specified) for electronic access to the full text of a clause.

NUMBER TITLE DATE

52.242-15 STOP-WORK ORDER AUG 1989

F.2 PLACE OF PERFORMANCE

The places of performance under this contract are the Balkan Countries (Albania, Bosnia, Kosovo, Macedonia, Montenegro, and Serbia).

F.3 REPORTING REQUIREMENT

Specific required reports other than those below shall be identified in each individual task order. Unless otherwise indicated, all reports shall be submitted electronically using Microsoft Word, Excel, or PowerPoint software. All reports shall be written in plain, grammatically correct English. All reports are subject to approval by the COR.

The contractor shall NOT prepare Agency reports such as the Annual Report or Congressional Budget Justification.

F.4 ALL ASSESSMENT AND EVALUATION REPORTS, STUDIES, AND OTHER WORK

PRODUCTS

All products produced by the Contractor and submitted to USAID shall:

Be written in proper American English with correct spelling and grammar Be written in Plain English, as defined at http://www.plainlanguage.gov/ Be submitted on time Be accurate, with all data substantiated

F.5 FINAL CONTRACT COMPLETION REPORT

The Contractor shall prepare and submit one electronic version (as a single Word file) of the Contract Completion Report to the COR which summarizes the accomplishments of this contract, methods of work used, recommendations regarding unfinished work and/or project continuation, and the financial status of the contract. The final Completion Report shall also contain an index of all reports and information products produced under this contract. The report shall be submitted no later than the estimated completion date of this contract. The report shall be limited to thirty pages. Along with the Completion

Report, a CD-ROM depository will be submitted, containing all written documents, reports and presentations. The depository shall be organized in a user-friendly system.

The Contractor shall submit an electronic copy of the final report no later than 30 days past the end-date of the contract to: the COR, the Controller Office and the Contracting Officer; and one copy, in electronic (preferred) or paper form (with all final documents) to one of the following:

Online: http://dec.usaid.gov By mail (for pouch delivery):

DEXS Document Submissions

M/CIO/KM/DEC

RRB M.01-010

Washington, DC 20523-6100

F.6 QUARTERLY FINANCIAL REPORT

The Contractor shall prepare and submit to the COR a Quarterly Financial Report that includes:

Total amount obligated via task orders Total amount paid under each task order Total amount remaining in the IDIQ ceiling The report shall be due the 15th of every month of every quarter (October 15, January 15, April 15, July 15)

F.7 ORDERING PROCEDURES

(a) General

When USAID identifies a requirement which can be met via an order off of this IDIQ, the CO shall issue a Request for Task Order Proposals (RFTOPs). Unless an exception applies, all IDIQ holders will be given a fair opportunity to compete. Contractors must respond to the RFTOP within the number of calendar days stated in the RFTOP. If a RFTOP includes a full Statement of Work, then holders should expect a turnaround time period of 20 calendar days. No separate payment will be made to the contractor for the cost to prepare, submit and /or negotiate a task order proposal. The Contractor must not commence work until a signed task order is issued and the Contractor is authorized to proceed by the CO.

Any proposal shall outline how the Contractor will accomplish the work, including the timeline for completion, and shall include the proposed methodology to be used, for example: an indication of the sampling methods and techniques; the type of participatory data collection methods and tools to be applied; the profile, selection process, and training–including training materials—of the survey team(s) and supervisory survey staff. The methodology shall also include a description of quality control processes and the design and elaboration of survey data entry systems. Evaluations will include both performance and impact evaluations.

(b) Fair Opportunity Exceptions

1. The agency need for the supplies or services is so urgent that providing a fair opportunity would result in unacceptable delays.

2. Only one awardee is capable of providing the supplies or services required at the level of quality required because the supplies or services ordered are unique or highly specialized.

3. The order must be issued on a sole-source basis in the interest of economy and efficiency because it is a logical follow-on to an order already issued under the contract, provided that all awardees were given a fair opportunity to be considered for the original order.

4. It is necessary to place an order to satisfy a minimum guarantee.

5. For orders exceeding the simplified acquisition threshold, a statute expressly authorizes or requires that the purchase be made from a specified source.

6. In accordance with section 1331 of Public Law 111-240 (15 U.S.C. 644(r)), contracting officers may, at their discretion, set aside orders for any of the small business concerns identified in 19.000(a)(3). When setting aside orders for small business concerns, the specific small business program eligibility requirements identified in part 19 apply.Please see Federal Acquisition Regulation 16.505

F.8 752.242-70 PERIODIC PROGRESS REPORTS (OCT 2007)

(a) The Contractor shall prepare and submit progress reports as specified in this contract. These reports are separate from the interim and final performance evaluation reports prepared by USAID in accordance with FAR 42.15 and internal Agency procedures, but they may be used by USAID personnel or their authorized representatives when evaluating the Contractor's performance.

(b) During any delay in furnishing a progress report required under this contract, the contracting officer may withhold from payment an amount not to exceed US$25,000 (or local currency equivalent) or 5 percent of the amount of this contract, whichever is less, until such time as the Contractor submits the report or the contracting officer determines that the delay no longer has a detrimental effect on the Government's ability to monitor the Contractor's progress.

[END OF SECTION F]

SECTION G – CONTRACT ADMINISTRATION DATA

G.1 AIDAR 752.7003 DOCUMENTATION FOR PAYMENT (NOV 1998)

a) Claims for reimbursement or payment under this contract must be submitted to the Paying Office indicated in the schedule of this contract. The Contracting Officer’s Representative (COR) is the authorized representative of the Government to approve vouchers under this contract. The Contractor must submit either paper or fax versions of the SF-1034--Public Voucher for Purchases and Services Other Than Personal. Each voucher must be identified by the appropriate USAID contract number, in the amount of dollar expenditures made during the period covered.

1) The SF 1034 provides space to report by line item for products or services provided. The form provides for the information to be reported with the following elements:

TOTAL

EXPENDITURES

(Document Number:

XXX-X-XX-XXXX)

Line Item Description Amt.

Vouchered To Date

Amt. Vouchered This Period

Product/Service Desc. For Line Item 0001 example:

Salary/Wages

$XXXX.XX $XXXX.XX

Product/Service Desc. For Line Item 0002 example:

Travel

$XXXX.XX $XXXX.XX

Total $XXXX.XX $XXXX.XX

2) The fiscal report must include the following certification signed by an authorized representative of the Contractor:

“The undersigned hereby certifies to the best of my knowledge and belief that the fiscal report and any attachments have been prepared from the books and records of the Contractor in accordance with the terms of this contract and are correct: the sum claimed under this contract is proper and due, and all the costs of contract performance (except as herewith reported in writing) have been paid, or to the extent allowed under the applicable payment clause, will be paid currently by the Contractor when due in the ordinary course of business; the work reflected by these costs has been performed, and the quantities and amounts involved are consistent with the requirements of this Contract; all required Contracting Officer approvals have been obtained; and appropriate refund to USAID will be made promptly upon request in the event of disallowance of costs not reimbursable under the terms of this contract.”

BY: ______________________________________________________

TITLE: _____________________________________________________

DATE: _____________________________________________________

b) Local currency payment. The Contractor is fully responsible for the proper expenditure and control of local currency, if any, provided under this contract. Local currency will be provided to the Contractor in accordance with written instructions provided by the Mission Director. The written instructions will also include accounting, vouchering, and reporting procedures. A copy of the instructions must be provided to the Contractor's Chief of Party and to the Contracting Officer. The costs of bonding personnel responsible for local currency are reimbursable under this contract.

c) Upon compliance by the Contractor with all the provisions of this contract, acceptance by the

Government of the work and final report, and a satisfactory accounting by the Contractor of all Government-owned property for which the Contractor had custodial responsibility, the Government shall promptly pay to the Contractor any moneys (dollars or local currency) due under the completion voucher. The Government will make suitable reduction for any disallowance or indebtedness by the Contractor by applying the proceeds of the voucher first to such deductions and next to any unliquidated balance of advance remaining under this contract.

d) The Contractor agrees that all approvals of the Mission Director and the Contracting Officer which are required by the provisions of this contract shall be preserved and made available as part of the Contractor's records which are required to be presented and made available by the clause of this contract entitled "Audit and Records--Negotiation".

G.2 CONTRACTING OFFICER’S AUTHORITY

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

All questions concerning the administration of this award will be sent to the Contracting Officer. It is the responsibility of the Contractor to inform the Contracting Officer of requests that affect any and all sections of this award. The Contracting Officer is located at:

Kosovo Address:

Regional Contracting Office (RCO) USAID/Kosovo Ismail Qemali (Arberia), House no.1 10000 Pristina, Kosovo

G.3 CONTRACTING OFFICER’S REPRESENTATIVE (COR)

The Contracting Officer’s Representative (COR) for this Contract will be designated in a separate letter, a copy of which will be provided to the Contractor by the Contracting Officer.

G.4 TECHNICAL DIRECTIONS/RELATIONSHIP WITH USAID

a) Technical Directions is defined to include:

1) Written directions to the Contractor which fill in details, suggest possible lines of inquiry, or otherwise facilitate completion of work;

2) Provision of written information to the Contractor which assists in the interpretation of drawings, specifications, or technical portions of the work statement;

3) Review and, where required, provide written approval of technical reports, drawings, specifications, or technical information to be delivered. Technical directions must be in writing, and must be within the scope of the work as detailed in Section C.

b) The COR is authorized by designation to take any or all action with respect to the following which could lawfully be taken by the Contracting Officer, except any action specifically prohibited by the terms of this Contract:

1) Assure that the Contractor performs the technical requirements of the contract in accordance with the contract terms, conditions, and specifications.

2) Perform or cause to be performed, inspections necessary in connection with a) above and require the Contractor to correct all deficiencies; perform acceptance for the Government.

3) Maintain all liaison and direct communications with the Contractor. Written communications with the Contractor and documents shall be signed as "Contracting Officer’s Representative" with a copy furnished to the Contracting Officer.

4) Issue written interpretations of technical requirements of Government drawings, designs, and specifications.

5) Monitor the Contractor's production or performance progress and notify the Contractor in writing of deficiencies observed during surveillance, and direct appropriate action to effect correction. Record and report to the Contracting Officer incidents of faulty or nonconforming work, delays or problems.

6) Obtain necessary security clearance and appropriate identification if access to Government facilities is required. If to be provided, ensure that Government furnished property is available when required.

LIMITATIONS: The COR is not empowered to award, agree to, or sign any contract (including delivery or purchase orders) or modifications thereto, or in any way to obligate the payment of money by the Government. The COR may not take any action which may impact on the contract schedule, funds, or scope. All contractual agreements, commitments, or modifications which involve prices, quantities, quality, and schedules shall be made only by the Contracting Officer.

c) In the absence of the designated COR, the CO may designate someone to serve as COR in his/her place. However, such action to direct an individual to act in the COR's stead shall immediately be communicated to the Contractor.

d) Contractual Problems - Contractual problems, of any nature, that may arise during the life of the contract must be handled in conformance with specific public laws and regulations (i.e. Federal Acquisition Regulation and Agency for International Development Acquisition Regulation). The Contractor and the COR shall bring all contracting problems to the immediate attention of the Contracting Officer. Only the Contracting Officer is authorized to formally resolve such problems.

The Contracting Officer will be responsible for resolving legal issues, determining contract scope and interpreting contract terms and conditions. The Contracting Officer is the sole authority authorized to approve changes in any of the requirements under this contract. Notwithstanding any clause contained elsewhere in this contract, the said authority remains solely with the Contracting Officer. These changes include, but will not be limited to the following areas: scope of work, price, quantity, technical specifications, delivery schedules, and contract terms and conditions. In the event the Contractor effects any changes at the direction of any other person other than the Contracting Officer, the change will be considered to have been made without authority.

e) Failure by the Contractor to report to the Contracting Officer, any action by the Government considered to a change, within the specified number of days contained in FAR 52.243-7 (Notification of Changes), waives the Contractor's right to any claims for equitable adjustments.

G.5 PAYING OFFICE

The completed SF-1034 “Voucher for Services for Other Than Personal” and relevant invoices and other documentation may be submitted electronically (email is the preferred method) to the address below. The subject line of the email must include the award number and name of the Contractor. The SF-1034 must be signed, and it must be submitted along with the relevant invoices and any other relevant documentation as an electronic PDF file. Otherwise, the request for payment may be mailed through local postal or courier services. If submitting invoices electronically, do not send a paper copy.

The paying office will be identified in each task order.

G.6 CONTRACTOR’S PRIMARY POINT OF CONTACT

The contractor’s primary point of contact is [name and title] where can be reached at telephone number and email address:

[To be filled in at time of award].

G.7 CONTRACTOR’S PAYMENT ADDRESS

[To be filled in at time of Award]

G.8 ACCOUNTING AND APPROPRIATION DATA

TBD

[END OF SECTION G]

SECTION H – SPECIAL CONTRACT REQUIREMENTS

H.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 FAR 52.252-2 for an internet address (if specified) for electronic access to the full text of a clause.

NUMBER TITLE DATE

752.222-70 USAID DISABILITY POLICY DEC 2004

H.2 AUTHORIZED GEOGRAPHIC CODE

The authorized geographic code for procurement of goods and services under this Contract is 937 defined as (the United States, the Cooperating Country, and developing countries other than advanced developing countries, but excluding any country that is a prohibited source). For accurate identification of developing countries, advanced developing countries, and prohibited sources, please refer to Automated Directives System (ADS) Chapter 310 entitled "Source and Nationality Requirements for Procurement of Commodities and Services Financed by USAID".

H.3 EXECUTIVE ORDER ON TERRORISM FINANCING

The Contractor is reminded that U.S. Executive Orders (including E.O. 13224) and U.S. law prohibit transactions with, and the provision of resources and support to, individuals and organizations associated with terrorism. It is the legal responsibility of the Contractor to ensure compliance with these Executive Orders and laws.

FAR 25.701 prohibits agencies and their contractors and subcontractors from acquiring any supplies or services from individuals or organizations, if any proclamation, Executive Order, Office of Foreign Assets Control (OFAC) regulations, or statute administered by OFAC would prohibit such a transaction.

Accordingly, the Contracting Officer must check the U.S. Department of the Treasury’s OFAC List to ensure that the names of the Contractor and proposed subcontractors (and individuals from those organizations who have been made known to them), are not on the list. Mandatory FAR clause 52.225-13 “Restrictions on Certain Foreign Purchases” is included by reference in Section I of this contract. By accepting this contract, the Contractor acknowledges and agrees that it is aware of the list as part of its compliance with the requirements of that clause. This clause must be included in all subcontracts/sub-awards issued under this contract.

H.4 FOREIGN GOVERNMENT DELEGATIONS TO INTERNATIONAL

CONFERENCES

Funds in this award may not be used…