SOL-278-14-000013.pdf

U.S. Agency for International Development American Embassy P.O. Box 354 Amman 11118, Jordan

Tel: +962 (6) 5906000 Fax +962 (6) 5921535 www.usaidjordan.org

U.S. Department of State 6050 Amman Place Washington, DC 20521-6050

RFP Issuance Date: June 12, 2014 Deadline for Questions: July 10, 2014 at 12:00 pm Jordan time

Closing Date and Time for Proposals: July 27, 2014 at 12:00 pm Jordan time

Subject: Request for Proposal (RFP) No. SOL‐278‐14‐000013 Schools for a Knowledge Economy Project (USAID SKEP)

Dear Prospective Offerors:

The United States Government, represented by the U.S. Agency for International Development (USAID/Jordan), is seeking proposals from qualified Jordanian Architect‐Engineer (A‐E) firms to provide full A‐E design and other services for the construction of 25 new schools as described in Section C of this RFP. This RFP shall be limited to local A‐E firms registered as Class 1A in the field of buildings specialty as classified by the Ministry of Public Works and Housing.

USAID plans to award one Firm‐Fixed‐Price A‐E contract for four years. The procedures set forth in FAR Part 36.6 shall apply.

If substantive questions are received from potential offerors which affect the response to this RFP, or if changes are made to other aspects of the RFP, this RFP will be amended. Any amendments to this RFP will be posted on www.fbo.gov. Questions or requests for clarifications regarding this RFP must be submitted by email at aghanma@usaid.gov not later than the deadline for questions shown on the cover page of this RFP. Oral instructions or explanations given before the award of the contract resulting from this RFP shall not be binding. Offerors must not submit questions to any other USAID staff.

It is the responsibility of the recipient of this RFP 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.

If your firm decides to submit a proposal in response to this RFP, it must be submitted in accordance with Section L of the RFP at the designated place and time indicated in this RFP.

1. THIS CONTRACT IS A RATED ORDER RATING PAGE OF PAGES

UNDER DPAS (15 CFR 700)

2. CONTRACT NUMBER 3. SOLICITATION NUMBER 4. TYPE OF SOLICITATION 5. DATE ISSUED 6. REQUISITION/PURCHASE NUMBER

SEALED BID (IFB)

NEGOTIATED (RFP)

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

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

9. Sealed offers in original and _____________________________ 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 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.

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

AREA CODE NUMBER EXT.

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

PART I - THE SCHEDULE PART II - CONTRACT CLAUSES

A SOLICITATION/CONTRACT FORM I CONTRACT CLAUSES

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

C DESCRIPTION/SPECS./WORK STATEMENT J LIST OF ATTACHMENTS

D PACKAGING AND MARKING PART IV - REPRESENTATIONS AND INSTRUCTIONS

E INSPECTION AND ACCEPTANCE

F DELIVERIES OR PERFORMANCE

G CONTRACT ADMINISTRATION DATA L INSTR., CONDS., AND NOTICES TO OFFERORCONTRACTORS

H SPECIAL CONTRACT REQUIREMENTS M EVALUATION FACTORS FOR AWARD

K

REPRESENTATIONS, CERTIFICATIONS AND OTHER

STATEMENTS OF OFFERORS

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 ________ 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 price set opposite each item, delivered at the designated point(s), within the time specified in the schedule.

13. DISCOUNT FOR PROMPT PAYMENT 10 CALENDAR DAYS (%) 20 CALENDAR DAYS (%) 30 CALENDAR DAYS (%) CALENDAR DAYS (%)

(See Section I, Clause No. 52-232-8)

14. ACKNOWLEDGEMENT OF AMENDMENTS AMENDMENT NO. DATE AMENDMENT NO. DATE

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

CODE FACILITY

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

ADDRESS

OF OFFEROR

(Type or print)

15B. TELEPHONE NUMBER 17. SIGNATURE 18. OFFER DATE

AREA CODE NUMBER EXT.

15C. CHECK IF REMITTANCE ADDRESS IS DIFFERENT FROM

ABOVE - ENTER SUCH ADDRESS IN SCHEDULE

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

22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION: 23. SUBMIT INVOICES TO ADDRESS SHOWN IN ITEM (4 copies unless otherwise specified)

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

24. ADMINISTERED BY (If other than Item 7) 25. PAYMENT WILL BE MADE BYCODE CODE

26. NAME OF CONTRACTING OFFICER (Type or print) 27. UNITED STATES OF AMERICA 28. AWARD DATE

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

(Signature of Contracting Officer)

(REV. 9-97)

10. FOR INFORMATION CALL:

11. TABLE OF CONTENTS

STANDARD FORM 33

SOLICITATION, OFFER AND AWARD N/A

SOLICITATION

OFFER (Must be fully completed by Offeror)

AWARD (To be completed by Government)

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SOL‐278‐14‐000013 X 06/12/2014 REQ‐278‐14‐000022

Acquisition & Assistance Office (AAO) USAID/U.S. Embassy P.O.Box 354 Amman 11118, Jordan

Acquisition & Assistance Office, USAID, U.S. Embassy, Amman, Jordan See Cover Letter See Cover Letter aghanma@usaid.gov

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Acquisition & Assistance Office (AAO) USAID/U.S. Embassy P.O.Box 354 Amman 11118, Jordan

See Section G

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Ragheda Rabie

TABLE OF CONTENTS

SECTION A ‐ SOLICITATION/CONTRACT FORM

SF 33 SOLICITATION, OFFER AND AWARD

PART I ‐ THE SCHEDULE

SECTION B ‐ SUPPLIES OR SERVICES AND PRICE/COSTS

B.1 PURPOSE

B.2 CONTRACT TYPE

B.3 PRICE SCHEDULE, AND OBLIGATED AMOUNT

B.4 PAYMENT

SECTION C ‐ DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK

C.1 PURPOSE

C.2 BACKGROUND

C.3 STATEMENT OF WORK

C.4 COORDINATION OF ACTIVITIES

C.5 GENDER CONSIDERATIONS

SECTION D ‐ PACKAGING AND MARKING

D.1 AIDAR 752.7009 MARKING

D.2 BRANDING

SECTION E ‐ INSPECTION AND ACCEPTANCE

E.1 INSPECTION AND ACCEPTANCE

SECTION F ‐ DELIVERIES OR PERFORMANCE

F.1 PERIOD OF PERFORMANCE

F.2 PLACE OF PERFORMANCE

F.3 PERFORMANCE STANDARDS

F.4 TECHNICAL DIRECTION AND DESIGNATION OF RESPONSIBLE USAID OFFICIALS

F.5 REPORTS AND DELIVERABLES/OUTPUTS

F.6 KEY PERSONNEL

F.7 SUBMISSION REQUIREMENTS FOR DEVELOPMENT EXPERIENCE DOCUMENTS

SECTION G ‐ CONTRACT ADMINISTRATION DATA

G.1 DOCUMENTATION FOR PAYMENT

G.2 CONTRACTING OFFICER’S AUTHORITY

G.3 ADMINISTRATIVE CONTRACTING OFFICE

G.4 CONTRACTING OFFICER’S REPRESENTATIVE (COR)

G.5 TECHNICAL DIRECTIONS/RELATIONSHIP WITH USAID

G.6 ACCEPTANCE AND APPROVAL

G.7 ACCOUNTING AND APPROPRIATION DATA

SECTION H ‐ SPECIAL CONTRACT REQUIREMENTS

H.1 ENVIRONMENTAL COMPLIANCE

H.2 LANGUAGE REQUIREMENTS

H.3 LOGISTIC SUPPORT

H.4 EXECUTIVE ORDER ON TERRORISM FINANCING

H.5 USAID DISABILITY POLICY

H.6 CONFLICTS OF INTEREST

H.7 SOURCE AND NATIONALITY REQUIREMENTS

H.8 AUTHORIZED GEOGRAPHIC CODE

H.9 REPORTING OF FOREIGN TAXES

H.10 PROHIBITION AND ASSISTANCE TO DRUG TRAFFICKING

H.11 CONSENT TO SUBCONTRACTS

H.12 CONFIDENTIALITY AND OWNERSHIP OF INTELLECTUAL PROPERTY

H.13 STANDARDS OF CONDUCT – IMPROPER BUSINESS PRACTICES

H.14 SOVEREIGN RELATIONSHIPS

H.15 SPECIAL PROVISIONS

H.16 VALUE ADDED TAX AND CUSTOMS DUTIES

H.17 LIMITATION ON SUBCONTRACTING TO NON‐LOCAL ENTITIES

H.18 NONDISCRIMINATION

PART II ‐ CONTRACT CLAUSES

SECTION I ‐ CONTRACT CLAUSES

I.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

I.2 SYSTEM FOR AWARD MANAGEMENT REGISTRATION

I.3 NOTIFICATION OF OWNERSHIP CHANGES

I.4 COMBATING TRAFFICKING IN PERSONS

I.5 CONTRACTOR PERSONNEL IN A DESIGNATED OPERATIONAL AREA SUPPORTING A

DIPLOMATIC OR CONSULAR MISSION OUTSIDE THE UNITED STATES

I.6 DESIGN WITHIN FUNDING LIMITATIONS

I.7 RESPONSIBILITIES OF THE ARCHITECT‐ENGINEER CONTRACTOR

I.8 SUBCONTRACTS AND OUTSIDE ASSOCIATES AND CONSULTANTS (ARCHITECT‐

ENGINEER SERVICES)

I.9 CLAUSES INCORPORATED BY REFERENCE

I.10 PERIODIC PROGRESS REPORTS

I.11 CONTRACTOR‐MISSION RELATIONSHIPS

I.12 APPROVALS

PART III ‐ LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS

SECTION J ‐ LIST OF ATTACHMENTS

SECTION K – REPRESENTATIONS, CERTIFICATIONS AND OTHER STATEMENTS OF OFFERORS . 59

K.1 NOTICE LISTING SOLICITATION PROVISIONS INCORPORATED BY REFERENCE

K.2 CERTIFICATE OF INDEPENDENT PRICE DETERMINATION

K.3 ANNUAL REPRESENTATIONS AND CERTIFICATIONS

K.4 CERTIFICATION REGARDING RESPONSIBILITY MATTERS

K.5 INFORMATION REGARDING RESPONSIBILITY MATTERS

K.6 PLACE OF PERFORMANCE

K.7 PROHIBITION ON CONDUCTING RESTRICTED BUSINESS OPERATIONS IN SUDAN

CERTIFICATION

SECTION L – INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

L.1 NOTICE LISTING SOLICITATION PROVISIONS INCORPORATED BY REFERENCE

L.2 REQUIREMENTS FOR CERTIFIED COST OR PRICING DATA OR DATA OTHER THAN COST

AND PRICING DATA

L.3 TYPE OF CONTRACT

L.4 SERVICE OF PROTEST

L.5 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE

L.6 GENERAL INSTRUCTIONS TO OFFERORS

L.7 RECEIPT OF PROPOSALS AND DELIVERY INSTRUCTIONS

L.8 INSTRUCTIONS FOR THE PREPARATION OF THE TECHNICAL PROPOSAL

L.9 COST PROPOSALS

SECTION M – EVALUATION FACTORS FOR AWARD

M.1 GENERAL INFORMATION

M.2 SELECTION CRITERIA

ATTACHMENT #1 – SF LLL – DISCLOSURE OF LOBBYING ACTIVITIES

ATTACHMENT #2 – INSTRUCTIONS ON REGISTRATION IN SAM

ATTACHMENT #3 – SF 330 – ARCHITECT‐ENGINEER QUALIFICATIONS

ATTACHMENT #4 – PAST PERFORMANCE INFORMATION

SECTION B

PART I – THE SCHEDULE

SECTION B – SUPPLIES OR SERVICES AND PRICE/COSTS

B.1 PURPOSE

The Schools for a Knowledge Economy Project (USAID SKEP) aims to increase students’ access to an improved school environment that responds to the Education Reform for Knowledge Economy (ERfKE) initiatives, and engages local communities in their schools by providing full A‐ E design and other services for the construction of 25 new schools.

B.2 CONTRACT TYPE

This is a Firm‐Fixed Price A‐E Contract. For the consideration set forth below, the Contractor shall provide the deliverables or outputs described in Section F and comply with all contract requirements.

B.3 PRICE SCHEDULE, AND OBLIGATED AMOUNT

(a) The Firm‐Fixed Price for the performance of the work required hereunder is $ _______.

(b) The amount currently obligated and available within the price specified in paragraph (a) above for performance hereunder is $ _______. The Contractor shall not exceed the aforesaid obligated amount.

B.4 PAYMENT

The paying office is:

Office of Financial Management (OFM) USAID/US Embassy P.O.Box 354 Amman 11118 Jordan

END OF SECTION B

SECTION C

SECTION C ‐ DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK

C.1 PURPOSE

The purpose of this contract is to implement architect‐engineer (A‐E) and other services that support USAID/Jordan’s Education and Youth program under Development Objective DO3:

Essential Services Improved. The USAID Schools for a Knowledge Economy Project (USAID SKEP) aims to improve the quality and access to basic education in Jordan and provide improved and safe learning environments for Jordanian youth. By the end of 2019, SKEP aims to construct and furnish up to 25 new Ministry of Education (MOE) schools.

The scope of work under this contract is to provide full A‐E planning, design and other services for the construction of 25 new schools as detailed hereinafter.

C.2 BACKGROUND

USAID has been active in Jordan’s education sector since 2003 and has based its education assistance on the priorities outlined in the Education Reform for Knowledge Economy (ERfKE) initiative. USAID has worked closely with the MOE and is the donor contributing the highest level of funding to the ERfKE initiative, now in its second phase.

USAID contributes to ERfKE II by supporting a multi‐faceted approach to improve and expand access to early childhood and secondary education and to support the development of life skills for youth. USAID projects also work to address societal and institutional barriers that negatively impact girls’ and women’s educational opportunities.

USAID will continue its support to the Ministry’s overall reform efforts under ERfKE II by focusing on further deepening the impact of reform through the provision of safe and suitable physical school environments to Jordan’s school aged children.

USAID/Jordan’s Education and Youth strategy is designed to help the performance of Jordan’s formal educational system by improving early grade literacy and numeracy, improving professional development for educators, providing better opportunities for out‐of‐school and at‐risk youth, improving both physical and psychosocial school environments with the hope of reducing drop‐out rates, and expanding community involvement. Meeting all these objectives can only be done in a school environment supplied with effective teaching materials and equipment. The reduction of overcrowding in classrooms will directly contribute to improved student performance.

In August 2006, and in response to the MOE's request, USAID launched the Jordan School Construction and Rehabilitation Project (JSP). The project’s primary mandate was to reduce overcrowding in public schools, replace rented and double‐shifted schools and provide a safe and more suitable school environment responding to the needs of the MOE’s reform efforts.

In order to fulfill its mandate, JSP established new school design concepts and guidelines to improve the school environment. JSP focused on developing designs that would respond effectively to current needs, while at the same time having a forward‐looking vision in terms of future and upcoming educational trends, especially in the use of technology and project based learning.

As of today, 27 new schools have been constructed and equipped and 38 school rehabilitations completed. The rehabilitation of 61 schools and construction of the last new school is on‐going and expected to be completed in 2014.

C.3 STATEMENT OF WORK

C.3.1 PROJECT OBJECTIVE

The project’s primary objective is to increase students’ access to an improved school environment that responds to the ERfKE initiatives, and engages local communities in their schools.

The primary sub‐objectives in the targeted areas include:

Reduce overcrowding in schools in selected neighborhoods.

Reduce double‐shifted schools.

Provide the capacity for increased enrollment rates in basic education to accommodate growing populations.

Improve the quality, functions and layout of schools to enhance the relationship of the students with their place of learning and increase performance.

Provide smart school designs that are efficient, feasible and easy to operate and maintain.

The following tasks are to be completed by the Contractor under the scope of this contract:

A comprehensive school/facility planning exercise implemented in accordance with the contract requirements.

Full architect‐engineer designs and bid documents in full compliance with the criteria and requirements described in this section for the construction of 25 new schools.

Provide support to the Government of Jordan during the tendering and award process for all construction tenders under the project.

Respond to any inquiries or requests for information on the A‐E designs during the construction phase.

GENERAL REQUIREMENTS:

The Contractor shall work closely with the MOE and the MPWH throughout the project phases and shall obtain approvals from these ministries as indicated under this contract. The Contractor is also responsible for obtaining all required data and information necessary to complete all the tasks under this project. During different design phases, including the initial pre‐design investigation, the Contractor shall engage the education field directorates, school principals and local area key stakeholders. This engagement includes conducting structured meetings to solicit stakeholder input on school needs and local area conditions, and to share with them the proposed school designs.

The Contractor shall coordinate with the municipalities and other local authorities to ensure that the proposed projects are in compliance with the applicable codes, regulations and development plans. The Contractor shall verify that there are no obstacles on the proposed sites that may impact the construction scope or progress.

The Contractor shall obtain USAID’s approval on all deliverables listed under this contract. No changes to the approved designs can be made without USAD’s written approval. The format and the number of copies of submitted documents are indicated under Section F. A‐E designs shall comply with the local engineering and regulatory requirements unless a specific waiver is granted.

C.3.2 PROJECT COMPONENTS:

1. PLANNING

During this phase, the Contractor shall establish the project’s overall guidelines and scope for new school designs. The Contractor shall have on its team expert(s) who have international experience in the field of school planning, working with educators and stakeholders to define school needs, and transferring such needs to A‐E design concepts.

The Contractor must develop A‐E school design concepts for facilities that:

support the delivery of education services necessary and in‐line with the MOE reform initiatives and future education requirements.

provide safe, secure and welcoming environment for students, administrative staff and teachers.

are cost effective in terms of construction, operation and maintenance.

have a positive impact on the surrounding community and the environment.

Tasks under the planning stage shall include but are not limited to the following:

1.1 Design Guidelines

The Contractor must review previous and ongoing school construction, rehabilitation and improvement efforts and initiatives and conduct field meetings and workshops with MOE staff, students, teachers and community members to identify the critical challenges faced by students and school staff. Based on the outcomes, the Contractor shall develop design guidelines that include the basic concepts for all interventions under this project, detailed analysis of the challenges and how the proposed designs will address them, a summary of consultations with stakeholders, areas that will be considered during the conceptual designs, and proposed material and systems that will be used during the design.

The design guidelines shall be based on MOE/MPWH standards, and on the lessons learned and MOE/MPWH experience under JSP. The Contractor shall comply with Jordanian codes and building standards, taking into consideration the requirements for cost and quality as well as the specific local context and design requirements.

Design Principles and Guidelines:

The “Design Guidelines” shall take into consideration previous and current initiatives, experience and improvements to school designs, such as:

1.1.1 Site selection parameters, local community, Education Field Directorate

1.1.2 Appropriateness of required facility size, functions and location

1.1.3 Circulation patterns and efficient space usage

1.1.4 Designs shall promote better learning that improves teacher performance and student achievement

1.1.5 Increasing the levels of safety and security, and creating a welcoming environment

1.1.6 Access and facilities for people with disabilities

1.1.7 Green design concepts and low operational and maintenance cost for schools

1.1.8 Select material and systems that are sustainable, easy to maintain and operate, and are cost‐efficient

1.2 Site Selection

This task is very important as it will identify the school communities and sites that will benefit from the project.

The Contractor shall assess the nominated schools according to the criteria listed below, and shall recommend for USAID and the MOE's approval a list of 25 schools for construction. The Contractor shall make sure that all selected sites meet the criteria below and if, during the assessment process, some schools are deemed not to meet one or more of the selection criteria, the Contractor shall notify USAID. The final selection of schools shall be based on a prioritized list developed by the Contractor in close collaboration with USAID and the MOE.

The Contractor shall visit the school sites to verify the school site conditions and to verify the compliance with the school selection criteria below.

The school selection shall be based on the following criteria:

1.2.1 Needs: School selection shall address the need for a new school in a certain area and shall result in a reduction in overcrowding in nearby schools, and/or replace rented facilities and double‐shifted schools. The Contractor shall work closely with the MOE to identify an expanded list of potential schools that may benefit from this project based on the needs Jordan‐wide and then prioritize schools within the list based on their specific needs. The Contractor is expected to verify all information received from the MOE and use Geographic Information System (GIS) and a Knowledge Management System (KMS) to identify the catchment area for the proposed school and other factors affecting the selection. The Contractor shall make sure that there is a fair distribution of facilities for boys and for girls considering the overall needs.

1.2.2 Commitment: School staff, community and local education directorate for the selected school are supportive, committed, engaged and ready to take their share of responsibility during and after the school construction. The Contractor shall develop tools, in close collaboration with USAID and the MOE, to measure the level of commitment of school staff, local community and field directorate to support and sustain the outcomes of this project. For this criterion, the Contractor shall engage an educational and community subcontractor or expert(s) who are expected to conduct field visits to the schools, meet school principals, staff, and field directorate staff, local community and stakeholders.

The Contractor shall propose for USAID and MOE’s approval a detailed plan on how it will accomplish this task. All findings and recommendations for a certain school shall be documented in a “school file” and must be used as a reference during the design stage if the school is selected. The “school file” shall summarize all the data about a certain school throughout the planning and design stages.

1.2.3 Ownership of land: Proposed schools and lands shall be owned by the MOE, unless specific approval is granted by USAID.

1.2.4 Topography and site conditions: The Contractor shall conduct field visits to the nominated school sites. The Contractor shall ensure that the selected site is feasible for construction. Those sites that are too steeply sloped, inappropriately small, require intensive preparation work, have major obstacles, or have incomplete property and legal documentation shall not be considered unless specific USAID approval is obtained for that site. The Contractor shall verify existing services (e.g. location of electrical and mechanical installations, sewage facilities) and if the site is served by utilities, and make sure there are no obstacles on the proposed construction site.

1.2.5 Legal documentation verification: The Contractor is responsible for verifying all property and legal documentation with the local authorities.

1.2.6 School size and occupancy rate: Selected schools shall not have less than 14 classrooms and the projected occupancy rate after year one of their operation shall be more than 85%.

During site selection and inspections, the Contractor shall work closely with the MOE to seek immediate substitution of any school site that is deemed inadequate for this project. The Contractor shall inspect the new proposed substitution site(s) as part of its duties under this contract.

1.3 Environmental Impact Assessment:

Upon the approval of the 25 selected sites for the new schools, the Contractor shall conduct a complete Environmental Impact Assessment (EIA) for the 25 new schools per the requirements stated under 22 CFR 216. This shall include, but is not limited to, conducting pre‐scoping sessions in school locations, preparing pre‐scoping statements, and preparing the final environmental impact assessment reports.

The general requirements for the EIA content can be found under 22CFR 216.6(d), at http://www.usaid.gov/our_work/environment/compliance/22cfr216.

The Contractor shall ensure that any mitigation measures identified with the EIA are incorporated into the A‐E designs and the tender documents where there are specific considerations for implementation of construction.

1.4 Deliverables

The Contractor shall prepare and submit for USAID’s approval:

1.4.1 Design Guidelines Report: Shall be prepared and submitted to USAID and the MOE for approval within 120 days of contract start date and shall include the basic concepts for all interventions under this project, detailed analysis of the challenges and how the proposed designs will address them, design guidelines including areas that will be considered during the school assessments, and proposed material and systems that will be used during the design. All proposed solutions shall be supported by adequate studies and research.

1.4.2 School Selection Report: Shall be prepared and submitted to USAID and the MOE for approval in four packages:

1.4.2.1 The first package with the top six priority schools is due within 100 days of contract start date

1.4.2.2 The second package of the next six schools is due within 240 days of the contract start date

1.4.2.3 The third package of the next six schools is due within the first year of the project

1.4.2.4 The last package of the remaining seven schools is due within the first 15 months of the project start date

The School Selection Report shall be school specific and reflect the analysis of all selection criteria. The report shall include school site data, site plans, description of existing structures (if any) and their conditions, proposed schools description, gender, grades, number of classrooms, and a complete space program with all proposed functions. The format and contents of this report shall be agreed to with USAID.

It shall also include digital photo albums consisting of at least 12 professional high quality digital photos per site, documenting the site pre‐existing conditions including information on where photos were taken (shown on the site plan) and any related information.

1.4.3 Environmental Impact Assessment Reports, including pre‐scoping reports: Shall be submitted and approved prior to the submission of the conceptual design.

1.4.4 Workshops and Meetings: During this stage, the Contractor shall conduct at least one workshop for each of the selected schools to present the proposed interventions and solicit feedback from potential school staff, students, local field directorate, community and other stakeholders.

2. ARCHITECT/ENGINEERING DESIGN DEVELOPMENT

Following the approval of selected sites by the MOE and USAID, the Contractor shall conduct a full survey of the selected sites, finalize the space program and all documentation needed to initiate the A‐E designs.

2.1 Soil Investigations for Structures

The Contractor shall be fully responsible for selecting and awarding a subcontract for soil investigation. The costs of such services shall be covered under the contract price.

The Contractor shall verify the land to be used for buildings and external work in terms of size, location and any other information and drawings which might be required and shall define the soil investigation scope and indicate it in the work proposal according to the “Code of Site Investigation” issued by the MPWH.

The Contractor shall obtain the MPWH approval for the final soil investigation report.

2.2 Conceptual Design of Schools

The Contractor shall develop site‐specific conceptual designs for each site, which will be considered 30% design progress and shall be approved by USAID, MOE, and MPWH.

This task shall include the preparation of drawings and conceptual design reports. The drawings and reports shall take into consideration the relevant factors; which include, but are not limited to:

2.2.1 Location:

Accessibility

Environmental quality

Land availability (for potential future expansion)

Proposed structure fits within the overall site master plan and has no negative impact on existing school functions

Appropriate land topography

Minimized external works (retaining walls, excavation and filling)

Easy to connect to the existing utilities and services

2.2.2 Orientation:

Minimize exposure to undesirable sunlight

Make maximum use of prevailing winds for ventilation

Provide for adequately designed window‐shades (fixed or movable)

Preserve existing vegetation, especially trees

Orient sports fields so as to reduce glare

2.2.3 Spatial Requirements:

Requirements, as defined by USAID, MPWH and MOE, will be critically reviewed pertaining to Improved functionality, circulation patterns and efficient space usage

2.2.4 Environmental Standards:

Appropriate acoustic standards ensured (minimal/no reverberation, sound transmission)

Optimal light conditions (sizing and orientation of openings; consideration of contrast and glare as design factors)

Climatic features of a given site should be taken into consideration, e.g.

ventilation, solar radiation, average temperatures

Color – both from an environmental/psychological and maintenance point of view

2.2.5 Cost and Value Engineering:

The Contractor shall make its best effort to propose options that achieve the project and design requirements at the lowest cost without sacrificing quality. The design options proposed by the Contractor shall be supported by cost analysis for each of the options, comparing the cost of the proposed items to the average price of similar projects in Jordan and justification of any increase in the school cost.

The cost estimate shall be developed and submitted to USAID for approval at the 30% design development, and is to be updated throughout the design stages per school (60%, 90%, 100%) Cost estimates shall be detailed and shall be based on recent relevant market prices. The construction cost resulting from the Contractor’s A‐E designs shall not exceed the allocated budget by USAID.

2.2.6 Green Design:

To the extent possible, and considering the allocated budget, the Contractor shall incorporate “green building” design concepts. Below are illustrative areas to be considered during the design:

Re‐use of grey water for irrigation

Use of energy and water saving devices and features

Maximize the use of natural ventilation and daylight

Use of renewable energy solutions

2.2.7 Proposed Systems and Material:

Selected systems and materials shall be identified at this stage. These systems and material shall be:

Available locally from different sources, spare parts and after sale services also available locally at a reasonable price

Safe and comply with the environmental requirements

Durable, easy to maintain and operate

Cost effective in terms of initial and long‐term costs

2.2.8 Timeliness:

The Contractor shall ensure full compliance with the timelines for completing tasks and for deliverables as indicated under this contract and as in the approved work plan.

2.2.9 Other:

The Contractor shall comply with regulations and standards concerning earthquake‐resistant design

To the extent possible, the design shall take into consideration people with physical disabilities and special needs in every aspect, (e.g. regarding footpaths, staircases (ramps), sanitary facilities, and doors)

Designs shall support a safe environment, healthy life styles and the use of modern technologies in schools

2.2.10 School Staff and Community Engagement

The Contractor shall engage each school’s community, including school staff, local community, local education field directorate and key stakeholders, during the planning and early design stages. At the minimum, the Contractor shall:

Conduct individual and group meetings, workshops and interviews with school community to discuss the preliminary design options, and solicit their feedback and comments. The Contractor shall summarize the feedback and the recommendations related to School Community input in a report that shall be reported to USAID and MOE for review and approval.

2.3 Detailed Design and Tender Documents

The Contractor shall prepare the architectural, structural, electrical and mechanical detailed design for each site, which shall be submitted for USAID and MPWH approval at 60% and at 90% design progress. The detailed designs shall include (but are not limited

to) the following documents:

2.3.1 Architectural Works:

Site plan 1/200: The site plan shall clearly indicate all existing and proposed structures, works and utilities at the school site

Plans, elevations and sections 1/100

Furniture plans 1/100

Architectural details for external and internal works (variable scale) where needed

Finishing schedules

Any other plans or details as needed

2.3.2 Structural Works:

Soil investigation report

Footing plans 1/100

Structural reinforcement plans for slabs, beams, columns and staircases

Structural details

2.3.3 Electrical and Mechanical Works:

Detailed plans of electrical works 1/100 (including wiring, panels, power supply, lighting points, infrastructure for computer systems, etc.)

Detailed plans of mechanical works 1/100 (including Heating, Ventilation and Air‐conditioning (HVAC), firefighting; water distribution, drainage sanitary and plumbing works)

Coordination plans with all architectural, furnishing, electrical and mechanical elements and systems

2.3.4 School Furniture and Equipment

School furnishing layouts for each educational and administrative space that respond to MOE requirements

School equipment layouts that respond to MOE requirements and support a modern learning environment

Full list of furniture and equipment and their quantities for each school

2.4 Preparation of Bid Solicitation Documents and Participation in the Bidding Process

After USAID and MPWH approval of all conceptual and final design drawings, the Contractor shall prepare all tender documents required for the 100% design submittal. The tendering shall follow USAID's Automated Directives System (ADS) 305: Host Country Contracts (http://www.usaid.gov/ads/policy/300/305) rules and procedures or other alternative procedures as directed and approved by USAID. The tender documents will be based on International Federation of Consulting Engineers (FIDIC). According to the format approved by USAID, the Contractor shall prepare:

Tendering strategy that will ensure the selection of qualified construction contractors, completing the works within the assigned time, and achieving the best value.

Prequalification questionnaires and contractor prequalification procedures

Tendering Requirements, Contract Conditions, Special Conditions of Contract (FIDIC‐based) according to USAID approved format

Technical Specifications: shall be specific to the project, clear, concise, complete, correct and consistent

Bills of Quantities (BoQs)

Design Drawings

Cost estimates at the preliminary and final design stages, and priced BoQs per package

Any deviations or changes from the approved 30% designs shall be approved by

USAID.

The Contractor shall also provide support to the MOE to obtain construction permits.

2.5 Deliverables:

2.5.1 Four hard copies and three electronic copies of the Soil Investigation Reports approved by MPWH

2.5.2 Four hard copies and three electronic copies of the Conceptual Design drawings and reports (30% design progress)

2.5.3 Four hard copies and three electronic copies of the Detailed Design drawings and reports (60% design progress)

2.5.4 Four hard copies and three electronic copies of Detailed Designs and Tender

Documents at 90% design progress

2.5.5 Five hard copies of the final design documents approved and stamped by the Civil

Defense, Jordan Engineers Association and relevant local authorities for the purpose of construction permitting, and twenty hard copies and three electronic copies of Detailed Designs and Tender Documents at 100% design progress, complete and ready for tendering according to the following schedule:

Description Year 1 Year 2 Year 3 Year 4

100% A/E designs 6 12 7 0

Electronic copies shall be in:

1. MS Word format for all documents except the design drawings and bills of quantities, in addition to a full copy in PDF.

2. Design drawings shall be in AutoCAD format, in addition to a full copy in

PDF.

3. Bills of quantities shall be in MS Excel format, in addition to a full copy in

PDF.

3. BIDDING

3.1 Tender Documents Packaging

The Contractor shall package schools in multiple tender packages based on the total estimated contract value, the geographic site locations, and other considerations that may affect the cost, time implementation schedule and the efficient use of resources. A tender packaging strategy shall be prepared by the Contractor and submitted to MOE/MPWH and USAID for approval. The Contractor shall prepare a prequalification questionnaire for construction contractors taking into consideration the required qualifications to implement the works under the construction contracts.

3.2 Support During Bidding:

The construction contracts will be tendered through Jordan Government Tenders Directorate (GTD) and MPWH. All bidding procedures are subject to USAID rules and regulations. The Contractor shall provide assistance and support to GTD and other GOJ organizations to ensure that the bidding process is in full compliance with USAID rules and regulations. This shall include, but is not limited to:

3.2.1 Prepare/update of tender documents and tender drawings as needed during the bidding period

3.2.2 Prepare the necessary tender documentation, and assist MOE in tender announce‐ ment and during the tender period (e.g. participation in pre‐bid meetings, answering questions of bidders)

3.2.3 Assist GOJ in tender evaluation as a member of the tender evaluation committee or as an advisor

3.2.4 Assist GOJ to draft tender evaluation reports and recommendations for award in accordance with USAID guidelines

3.2.5 Assist GOJ in preparation of the contract documents and participate in contract negotiations

3.2.6 Advise the GOJ on USAID approval requirements and assist in preparing all documentation required for USAID approval

3.2.7 Advise and assist the selected contractors for award on USAID pre‐award requirements, including DUNS and SAM registrations. USAID regulations require that any contractor receiving funds from USAID must have a Data Universal Number System (DUNS) Number and be registered in the System for Award Management (SAM). Under host country contracts, this requirement must be met prior to USAID’s approval of the selected contractor. As needed, the Contractor shall provide assistance to bidders who do not meet the requirement.

C.4 COORDINATION OF ACTIVITIES

The Contractor shall coordinate with other USAID funded projects; in particular, the Contractor shall build on the lessons learned from JSP and maximize community involvement in the schools. The Contractor shall coordinate with and use available resources from other USAID projects, coordinate with such projects as needed to identify issues and challenges as well as for developing a list of schools in dire need of such improvements. In the case of more than one implementing partner working in a school, the Contractor shall coordinate to ensure consistency and integration each in its separate scope.

In addition, the project shall collaborate with other USAID funded projects especially those related to education, youth, energy and water efficiency.

The project shall also coordinate with other donors in order to maximize total donor support to the MOE and to ensure complementarities and avoid duplication.

The Contractor shall participate in committees and joint partner coordination meetings as defined by USAID.

C.5 COMMUNICATION AND OUTREACH

The Contractor shall prepare and produce outreach material, including brochures, presentations, and articles describing the project targets, methodology, concepts and innovations.

The Contractor shall arrange for and conduct meetings and workshops with the stakeholders and local communities at various stages of the project.

C.6 GENDER CONSIDERATIONS

It is essential that the Contractor be cognizant and considerate to gender specific issues, priorities and norms. All activities must be gender sensitive, including the assessments, implementation and then post‐evaluation. All statistics and data shall be disaggregated by gender.

The Contractor shall address different issues related to female and male students that require different levels of effort and often need varying intervention styles and approaches.

Customized design approaches shall be adopted to address gender issues in the schools; these approaches include but are not limited to:

Improved security and safety in the schools

Improved water, sanitation and hygiene

Appropriate internal and external activity areas

END OF SECTION C

SECTION D

SECTION 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

The successful Offeror will be expected to fully comply with USAID's Branding and Marking requirements as per ADS Chapter 320 "Branding and Marking." All information on the Agency's branding requirements and regulations are available at http://www.usaid.gov/branding.

END OF SECTION D

SECTION E

SECTION E ‐ INSPECTION AND ACCEPTANCE

E.1 INSPECTION AND ACCEPTANCE

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

Basic Education and Youth Office USAID/Jordan Amman, Jordan 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 authority to inspect and accept all services, reports and required deliverables or outputs.

END OF SECTION E

SECTION F

SECTION F – DELIVERIES OR PERFORMANCE

F.1 PERIOD OF PERFORMANCE

The period of performance for this contract is on or about October 2014 through October 2018.

F.2 PLACE OF PERFORMANCE

The place of performance under this contract is Jordan, as specified in Section C.

F.3 PERFORMANCE STANDARDS

Evaluation of the Contractor's overall performance will be conducted jointly by the COR and the Contracting Officer, and shall 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:

- Quality of A‐E Services by Discipline

- Design Phase or Engineering Services (Quality of A‐E Services Evaluation)

- Number of 100% final resubmittals required because of poor A‐E performance

- Construction Phase (Quality of A‐E Services Evaluation)

F.4 TECHNICAL DIRECTION AND DESIGNATION OF RESPONSIBLE USAID OFFICIALS

Ragheda Rabie Contracting Officer Acquisition & Assistance Office USAID/U.S. Embassy P.O.Box 354 Amman 11118, Jordan

The COR is designated in Section G.

F.5 REPORTS AND DELIVERABLES/OUTPUTS

In addition to the requirements set forth for submission of reports in Sections C, I and J and in AIDAR clause 752.242‐70, Periodic Progress Reports, the Contractor shall submit the following deliverables/outputs to the COR. All reports shall be clearly constructed, as brief and to the point as possible, and shall be written in correct English, unless otherwise specified by the COR.

They are to be concise and focus on the progress obtained, problems identified and measures proposed to overcome such problems. The reports will outline implications of any developments where they might have a bearing on the overall achievement of the program’s goals. Reports shall be submitted in hard and soft copies per the approved format by USAID.

All reports shall be approved by USAID.

a) Annual work plans. Within 60 days of the start date of the contract, an umbrella four‐year strategic plan and a draft of the first annual work plan shall be submitted by the Contractor.

Annual work plans shall be developed in consultation with the MOE/MPWH counterparts and USAID/Jordan. Annual work plans for the following years shall align with the U.S.

Government fiscal year (starting October 1 and ending September 30 of the following calendar year) and must be submitted prior to September 1 of each year.

b) Performance Monitoring Plan (PMP). Within 90 days of the start date of the contract, the Contractor shall submit to USAID for approval a Performance Monitoring Plan that monitors outcomes/impacts and tracks the process of achievement of all program objectives and results. The PMP should be detailed and comprehensive. Indicators shall respond to USAID/Jordan’s Improved Education and Youth Services Project sub‐results with special emphasis on improving the learning environment. Once approved, PMP plans will provide the basis for the Contractor’s impact reporting throughout the life of the Contract. PMP reporting shall be part of quarterly and annual progress reports.

c) Quarterly Progress Report. This report is due within 15 days of the last day in each quarter and will include, at a minimum, the following information:

- Summary of all activities since the last report

- Update on resolution of issues raised in the previous report

- New issues

- Recommendations for resolving issues

- Progress towards results based on the approved work plan, and

- Summary of financial expenditures

The fourth quarterly report will be cumulative and will serve as an annual report, feeding into USAID annual reporting requirements.

d) End of Project Report: This report shall be submitted in the last quarter and will provide an assessment of the program’s success at achieving the program objectives. The report will provide details on program sustainability/ institutionalization plans adopted by the MOE/MPWH, major impediments faced during implementation and lessons learned.

F.6 KEY PERSONNEL

The contractor shall provide the following key personnel for the performance of this contract:

- Chief of Party/Project Manager

- Design Manager

- Project Coordinator

- Educational Planner

USAID reserves the right to adjust the level of key personnel during the performance of this contract.

The personnel specified above are considered to be essential to the work being performed hereunder. Prior to replacing any of the specified individuals, the Contractor shall immediately notify both the Contracting Officer and the COR reasonably in advance and shall submit written justification (including proposed substitutions) in sufficient detail to permit evaluation of the impact on the program. No replacement of personnel shall be made by the Contractor without the written consent of the Contracting Officer.

F.7 AIDAR 752.7005 SUBMISSION REQUIREMENTS FOR DEVELOPMENT EXPERIENCE

DOCUMENTS (SEP 2013)

(Class Deviation OAA‐DEV‐13‐01c)

(a) Contract Reports and Information/Intellectual Products.

(1) Within thirty (30) calendar days of obtaining the Contracting Officer Representative’s approval, the contractor must submit to USAID’s Development Experience Clearinghouse (DEC) one copy each of reports and information products which describe, communicate or organize program/project development assistance activities, methods, technologies, management, research, results and experience. These reports include: assessments, evaluations, studies, technical and periodic reports, annual and final reports, and development experience documents (defined as documents that (1) describe the planning, design, implementation, evaluation, and results of development assistance; and (2) are generated during the life cycle of development assistance programs or activities.) The Contractor must also submit copies of information products including training materials, publications, databases, computer software programs, videos and other intellectual deliverable materials required under the Contract Schedule. The following information is not to be submitted:

(i) Time‐sensitive materials such as newsletters, brochures or bulletins.

(ii) The contractor’s information that is incidental to award administration, such as financial, administrative, cost or pricing, or management information.

(2) Within thirty (30) calendar days after completion of the contract, the contractor must submit to the DEC any reports that have not been previously submitted and an index of all reports and information/intellectual products referenced in paragraph (a)(1) of this clause.

(b) Submission requirements. The contractor must review the DEC Web site for the most up‐to‐ date submission instructions, including the DEC address for paper submissions, the…