Business Literacy RFP-Power Point Presentation.pdf.pdf

USAID/Nepal Business Literacy Program Request for Proposal (RFP) No. SOL-367-14-000001

The content of this slide presentation is provided to prospective offerors as a courtesy. Information contained in the RFP and amendments thereto take precedence over information contained in this presentation.

Thank you Shirley L. Baldwin, Contracting Officer Office of Acquisition and Assistance

USAID/Nepal

Feed the Future (FTF) Business Literacy

Pre-Proposal Conference

December 13, 2013 Royal Party Venue and Café

Kathmandu, Nepal

Presentation Outline

1. Welcome and Introduction

2. Opening Remarks by Acting Mission Director

3. FTF Business Literacy Program Overview

1. FTF Overview

2. FTF Business Literacy RFP Information

3. Preparation of Technical Proposal

4. Branding and Marking Strategy and Outreach and

Communications Plan

5. Award Information

6. Preparation of Price Proposal and Payment Schedule

4. Tea Break

5. Summary

6. Question and Answer Period

Feed the Future Overview

Business Literacy Program

• Agriculture productivity and income generation

• Nutrition and hygiene

• Entrepreneurial literacy

• Focus: High value vegetables

• Cropping systems: Rice, maize, lentils, livestock

Value chains

Areas

FTF Major Goal:

Reduce hunger and poverty and improve nutrition in Nepal, especially among women and children under five

Feed the Future/Nepal Strategy

• 100% inclusive leadership, whole-of-gov’t approach

• Scale and sustainability through change agents and local capacity building

• Based on USAID proven interventions

Highlights

Business Literacy

IPM IL

CSISA

KISAN

HMRP

Geographic Focus: 20 districts in the Terai and lower hills in the Far West, Mid-West, and West

FTF Major Program: Knowledge-Based Integrated Sustainable Agriculture and Nutrition (KISAN)

KISAN Agriculture Interventions

• Increase productivity of high-value vegetables with complementary impact on rotational crops: rice, maize, and pulses

• Increase access and use of quality inputs, especially irrigation and seed

• Enhance market access and connections between farmers and traders

• 5 year project that started in February 2013

• Implemented by Winrock International with local Nepali NGOs

FTF Nutrition and Hygiene Interventions

• Interventions on nutrition and hygiene behavior, improve diet quality will be implemented by different project in KISAN districts.

FTF Business Literacy RFP Information

FTF Business Literacy RFP (Section C.3) Main Objective:

• Increase the resilience of vulnerable communities and households and communities, through enhanced literacy, numeracy and business/entrepreneurial skills.

Program Summary:

• Addresses FTF Outcome #9: Increased resilience of vulnerable communities and households through skills development.

• Integrate and empower vulnerable groups (e.g. women, youth, disadvantaged castes, and ethnic minorities) through literacy, numeracy, life skills, nutrition, and entrepreneurship trainings, to access agricultural and nutrition interventions.

• Target a subset of 48,000 KISAN beneficiaries in 20 districts.

To Accomplish These Objectives, the Contractor Will:

Complete the Statement of Work in Section C

- Key activities described in Section C 4.1

- Deliverables related to program activities in Section C.4.1 and in accordance with delivery schedule in Section F.4

Key Activities Described in Section C.4.1

Activity 1: Development of business literacy training materials

• Develop content for literacy training that can be adapted through instruction techniques for learners at different levels and from different backgrounds.

Activity 1: Develop Business Literacy Training Materials (Section C.4.1.1.1)

a. Pre- and Post-Program Test and answer key

b. Pre-Module and post-Module tests and answer keys for each Module (1-5)

c. Five Business Literacy Program Modules

i. Module 1: Literacy and Numeracy

ii. Module 2: Nutrition

iii. Module 3: Life Skills

iv. Module 4: Entrepreneurial Skills

v. Module 5: Access to Finance

d. Training of Trainers Manual

e. Community Trainers Guide Book Set 12

Activity 2: Training of Trainers (Section C.4.1.2)

• Use a training of trainers (TOT) approach to deliver the business literacy training.

• Design and deliver the TOT activity using methods that are replicable and scalable by communities.

• Establish qualifications for, recruit, and employ two tiers of trainers including:

– Minimum of 150 Master Trainers

– Minimum of 2,000 Community Trainers

Activity 3: Delivery of Business Literacy Training to Beneficiaries (Section C.4.1.3)

The Contractor must:

• Deliver twelve months of literacy training to at least

48,000 beneficiaries in all 20 KISAN program districts.

Activity-Based Deliverables Described in Section C.4.1 and Delivery Schedule in Section F.4

Activity 1: Development of Literacy Materials

• Modules 1, 2, 3, 4 and 5

• Training of Trainers Manual

• Module Guide Books (for each module)

• Pre-Test, Post-Test and Answer Key (for each module)

• Business Literacy Program Pre-Test, Post-Test and

Answer Key

• Nepali and English Hard Copies of all Materials

Activity 2: Training of Trainers

• Selection Plan for Master Trainers and Community Trainers

• Training of Trainers Training Delivery Plan

• Delivery of Training to Master Trainers

• Delivery of Training to Community Trainers

Activity 3: Delivery of Literacy Training to Beneficiaries

• Beneficiary Selection Criteria

• Beneficiary Training Schedule

• Business Literacy Program Pre-Test Administered and Graded

• Training and Testing (All Modules)

• Business Literacy Program Post-Test Administered and Graded

Other Deliverables

Program Plans

• Monitoring and Evaluation Plan (Section C.6.1)

• Management Plan (Section C.6.2)

• Annual Work Plan (Section C.6.3)

• Outreach and Communications Plan (Section C.6.4)

• Emergency Preparedness and Response Plan (Section C.6.5)

• Branding Implementation and Marking Plan (Section D)

Periodic Reports

• Quarterly Performance Report (Section C.7.1.b)

• Annual Performance Report (Section C.7.1.c)

• Program Report (Section C.7.1.d)

• Quarterly Financial Estimated Accrual Reports (Section

C.7.2)

• Success Stories (Section C.7.4)

General Administrative Requirements

• Management Burden (Monthly Program Management

Report) (Sections C.5, C.9, and C.7.1.a)

• Implementation of Branding & Marking; and

Communication (Monthly Program Management Report) (Sections C.6.4, D, and C.7.1.a)

• M&E Plan Implementation (Monthly Program Management Report) (Sections C.6.1 and C.7.1.a)

Coordination Responsibilities (Sections C.2, C.5.2 and C.5.3)

• Required to work closely with KISAN on household and beneficiary selection and office co-location

• Must coordinate and collaborate with these partners:

– KISAN

– FTF M&E contractor

– FEEDBACK impact evaluation

– USAID Nutrition Innovation Lab

– Peace Corps Volunteers

Important Agency Requirements

Gender and Social Inclusion (GESI)

• Business Literacy Program specifically targets marginalized groups and communities (e.g. women, youth, ethnic minorities, and disadvantaged castes).

Branding and Marking

• USAID/Nepal has specific requirements for visibility and marking.

Preparation of Technical Proposal

Instructions for Preparation of Technical Proposal (Section L.10)

L.10.1 - Technical Proposal Cover Page L.10.2 - Table of Contents L.10.3 - Part A: First Year Draft Annual Work Plan L.10.4 - Part B: Monitoring and Evaluation Plan Outline L.10.5 - Part C: Management Plan L.10.6 - Part D: Outreach and Communications Plan and Branding Implementation and Marking Plan L.10.7 - Part E: Past Experience and Current Capabilities L.10.8 - Part F: Gender and Social Inclusion (GESI) Statement

Checklist of Required Contents: Technical Proposal Title Contents RFP Sections Cover Page L.10.1

Table of Contents List of sections and pages L.10.2

Part A: Draft Annual Work Plan Description for first year of program implementation

C.6.3, L.10.3, M.2.1.1 and M.2.1.ii

Part B: M&E Plan Targets, performance data collection and analysis, and logical framework

C.6.1, J (Attachment 15), L.10.4, M.2.1.iii

Part C: Management Plan and Key Personnel

Personnel roles and responsibilities , implementation, and coordination

C.6.2, C.8, L.10.5, M.2.1.i, and M.2.1.i

Part D: Outreach and Communication Plan and Branding Implementation and Marking Plan

Information sharing and communication, branding strategy

C.6.4, D, L.10.6 and M.2.1.iv

Part E: Past Experience and Current Capabilities

Experience working on similar contracts

L.10.7, M.2.1.i, and M.2.2

Part F: GESI Statement GESI in operations and outcomes L.10.8, M.2.1.i, M.2.2 24

Checklist of Required Contents: Technical Proposal Annexes Title Contents RFP Sections Logical Framework Project design framework C.6.1, J (Attachment

15), L.10.4, and M.2.1.iii

Organizational Chart Table of staff position roles, responsibilities, and relationships

C.6.2, C.8, L.10.5, M.2.1.i, and M.2.1.i

Key Personnel Documents Key personnel CVs, letters of commitment, and references

C.6.2, C.8, L.10.5, M.2.1.i, and M.2.1.i

GESI in the Technical Proposal (Section L.10.8) In Part F, the proposal must include a GESI narrative with an original, thoughtful and succinct narrative of how GESI will be incorporated into the performance of this contract and in:

– Development of literacy training materials

– Instruction of trainers

– Recruitment of beneficiaries

– Instruction of beneficiaries

– Logistics of training delivery

– Monitoring and Evaluation

GESI must be included:

– In recruitment of staff (Sections L.10.5 Part C and C.6.2)

– As a narrative in the Communications and Outreach Plan (Sections

L.10.6. Part D and C.6.4)

Branding and Marking Strategy and Outreach and

Communications Plan

What is Branding?

… EVERYTHING

Brand is a PUBLIC FACE of an organization or a graphic representation of the organization’s values and vision.

Marking is the logo placement – how we apply the USAID and partner graphic identities and logos to materials to visibly acknowledge contributors.

What is Marking?

So, What is Branded?

• Project Signs

• Publications and Materials : studies, brochures, USAID-funded surveys, etc.

• Event Banners and Roll-ups

• Video Products (animated logo)

• USAID (not partner) ads in newspapers, on TV and radio

• Commodities and equipment, e.g. hospital beds, computers and other equipment provided through USAID assistance programs

IMPORTANT: Branding does not mean only the use of the logo, but how we describe in public events and communications products that the assistance is from “the American people” “provided by USAID”

Implementers’ ADMINISTRATIVE communications, materials and equipment examples:

• Implementer business cards (but they can include “USAID Contractor”)

• Employment ads, office space, office equipment used for award administration

• Office supplies, e.g. implementer letterhead, when used for administrative purposes

• Other materials related to award administration (such as hiring/firing staff or renting space and/or equipment)

• Communications products that have received a branding and marking waiver or exception

What is NOT Branded?

Branding Implementation Plan outlines how the USAID-funded program will be promoted to the public. The Plan includes:

• How to incorporate the message “This Assistance Is from the American People”

• How to publicize the program, e.g. through press releases, radio interviews, videos, interviews, speeches, public functions, etc.

• Key milestones to be highlighted and publicized: launching the program, announce research findings, publish reports, project completion

Specifics such as:

• Program or project name,

• How the program or project will be ‘positioned’,

• Desired level of visibility for the program or project,

• Audiences and Messages,

• Promotional/Planned activities, materials, acknowledgements, etc.

Marking Plan identifies the specific public communications, commodities, and program materials and other items that visibly bear or will be marked with the USAID Identity

Sample ‘Illustrative’ Marking Plan:

What?

When

How? Where?

ADS 320 and USAID Graphic Standard Manual

• Application: must use USAID Identity as provided, must follow guidance laid-out in the USAID Graphic Standards Manual.

• Website: http://www.usaid.gov/branding

• USAID Branding Graphics Standard

Manual http://transition.usaid.gov/branding/gsm.

html

• ADS 320

http://transition.usaid.gov/policy/ads/300 /320.pdf http://www.usaid.gov/branding http://transition.usaid.gov/branding/gsm.html http://transition.usaid.gov/branding/gsm.html http://transition.usaid.gov/policy/ads/300/320.pdf http://transition.usaid.gov/policy/ads/300/320.pdf

Outreach and Communications Plan (Sections C.6.4 and L.10.6)

• Submit an Outreach and Communications Plan with your proposal.

• Must incorporate and address –

– Innovative learning and knowledge sharing mechanisms

– Disseminate information to a wide and diverse audience

– Messaging content which conveys USAID’s policy for gender equality and social inclusion

Creative and Innovative Communication Examples

A cool, interactive storyboard, story articles on major news dailies, infographic, banners, etc.

https://projeqt.com/fintrac/usaid-nfrp-program-highlights/1/l

Award Information

Offeror Eligibility:

• The RFP is open to all Nepali organizations and business

(Section L.2)

– Be legally organized under the laws of Nepal

– Have its principal place of business or operations in Nepal

– Majority owned by individuals who are citizens or lawful permanent residents or managed by governing body the majority of whom are citizens or lawful permanent residents of Nepal

• USAID encourages organizations that have never worked with USAID before to apply

• See Section H.2 for additional limitation on subcontracting

Award Information:

• Firm Fixed-Price Contract (FFP) (RFP Section B.2) where “Price” means cost plus any fee or profit

• Program Duration: 3 years (36 months)

• Anticipated Number of Contracts: Single Contract

• Technical proposals will be evaluated and deemed acceptable or unacceptable

• Award decision will be made on the lowest price from among the technically acceptable proposal.

• Award may be made without discussion with Offerors

Preparation of Price Proposal and Payment Schedule

ATTACHMENT 5 PRICE SCHEDULE AND PAYMENT TERMS (EXTRACT)

CLIN Deliverable Title

Payment Term Qty

Firm Fixed Price in NPR for total quantity shown

Firm Fixed Price in USD for total quantity shown

Course Description

Source for Evidence of Completion

Due Date

COR

Clearance Period

Program Plans

Clin 1 -7

Periodic Reports

Clin 8-13

Activity Based Tasks and Deliverables

Activity 1: Development of Literacy Materials

Clin 14-41

Activity 2: Training of Trainers

Clin 42-47

Activity 3: Delivery of Business Literacy Training to Beneficiaries

Clin 48-58

General and Administrative Requirements

59 Management Burden (Section C.5, C9 and other USG compliance) NTE:$210,000

60 Implementation of Branding Implementation and Marking Plan and Outreach and Communications Plan NTE: $150,000

61 M&E Plan Implementation (includes M&E Key personnel expense) NTE: $210,000

Total Firm Fixed Price

Price Proposal Submission Checklist: (Section L.11) L.11.1 - Price Proposal Cover Page

• Full registered name, contact information, website etc.

• DUNS Number (for instructions see Attachment 1)

• Nepali Tax or other identification number

• Statement confirming eligibility as Nepali Organization

L.11.2 - Table of Contents

L.11.3 - Part A - Standard Form (SF) 33 "Solicitation, Offer, and Award“

• Blocks 12 through 18 completed with original signature (RFP Section A )

L.11.4 - Part B – Proposed Price, Price Schedule and Payment Terms

• Completed price schedule Section J Attachment 5 by each line item and calculation of Total Price

• Life of Project Cash Flow projection in quarterly increments

• Price reported in NRS and USD (Using Exchange rate of 1 USD = NRS 85) and annual inflation

• Payment will be upon on evidence of completion of the activities per payment terms 42

Price Proposal Submission Checklist cont..

L.11.5 - Part C - Representations, Certifications, and Other Statements of Offerors

• Complete Section K

• Attachment 8 (Disclosure of Lobbying Activities)

L.11.6 - Part D - Evidence of Responsibility

• All parties are required to submit evidence of responsibility

• Demonstrate adequate financial resources to perform the contract (audit reports)

• Demonstrate ability to comply with the required or proposed delivery or performance schedule

• Have satisfactory performance

• Have satisfactory record of integrity and business ethics, and

• Have necessary organization, experience, accounting and operational controls, and technical skills or ability to obtain them

L.11.7 - Letters of Commitment from Subcontractors -

• Signed letter on subcontractor letterhead by authorized personnel

Price Proposal Submission Checklist cont.

L.11.8 - Price Narrative for General and Administrative Requirement

• Provide narratives for price for implementation of General and Administrative

(recurring monthly activities)

• These are Management Burden, Implementation of Branding and Marking Plan and M&E Plan (line 59-61 of Attachment 5)

• Price must be within the Ceiling mentioned in the attachment (Management Burden $210K; Marking and Branding $150K; M&E $210K)

• Include items such as salaries for management burden, GON engagement, kick off events and other promotional activities

• Include kinds of staff, the work days, types of events and frequency, expected participants

• M&E must include expense of M&E key personnel

Checklist of Required Contents: Price Proposal Title Contents RFP Sections Standard Form (SF) 33 Signed cover page with blocks 12-

18 completed A, L.11.3.a and Section A

Proposed Price, Price Schedule and Payment Terms

Detailed Price, Life of Project Cash flow projection, narrative, other budget documentation

L.11.4 Part B, Section J and Attachment 5 and narratives

Representations, Certifs, Other Statements

Signed and dated Section K K, L.11.5. Part C

Evidence of Responsibility Address items L.11.6 D Price Proposal

L.11.7 Part D

Letters of Commitment Signed letters of commitment from subcontractors

L.11.7 Section E

Price Narrative for General and Administrative Requirements

Price breakdowns for G&A requirements

L 11.8 Section F and Attachment 5

Technical and Price Evaluation Criteria Factor 1 (Section M.2.1)

• Technical Acceptability (Acceptable/Unacceptable)

Factor 2 (Section M.2.2)

• Satisfactory Past Performance (Acceptable/Unacceptable)

Factor 3 (Section M.3)

• Price Evaluation (Lowest Price Technically Acceptable)

Oral Presentation (Section L.12)

• Oral presentations may be required.

• Offerors to be notified of date and time.

TEA BREAK AND NETWORKING

(20 Minutes)

Summary

Submission Requirements:

• Deadline for Submission of Questions:

• December 23, 2013, 16.00 P.M. (Nepal Time)

• Deadline for Submission of Proposals:

• January 13, 2014, 09.00 A.M. (Nepal Time)

• Price and Technical Proposals must be submitted separately in sealed envelopes.

• Technical Proposal: 1 Original and 3 copies

• Price Proposal: 1 original and 3 copies

• The hard copy technical and price proposal must be accompanied by electronic versions on CD-ROM, one CD-ROM for each type of document, Technical and Price.

• Note: Technical proposals must be submitted in word or PDF format as appropriate and the price schedule in Excel format with all cells unlocked.

All electronic files must be “unlocked”.

• Offeror must not include in technical proposal reference to price data.

Summary

• Offerors must follow the RFP instructions in order to have their proposals considered.

• Proposals must be submitted on time and with all required sections.

• 22 page limit-no exceptions!

• Offeror costs to develop technical and cost proposals are not reimbursable.

Gender Equity and Social Inclusion (GESI) GESI is an essential part of this program and will be considered in evaluating each proposal. Offerors must specifically identify and address GESI in the following sections of their proposals:

• Part A: Draft Annual Work Plan (Sections L.10.3 and C.6.3).

• Part C: Management Plan and Key Personnel (Sections L.10.5 and

C.6.2).

• Part D: Draft Communications and Outreach Plan (Sections L.10.6 and C.6.4).

• Part F: GESI Statement (Section L.10.8).

Thank you for your participation!

Posted at:

http://www.usaid.gov/nepal

Stay connected:

www.facebook.com/usaidnepal www.twitter.com/usaidnepal http://www.usaid.gov/nepal http://www.facebook.com/usaidnepal http://www.twitter.com/usaidnepal

Submission Requirements:

• Deadline for Submission of Questions:

• December 23, 2013, 16.00 P.M. (Nepal Time)

• Deadline for Submission of Proposals:

• January 13, 2014, 09.00 A.M. (Nepal Time)

• Price and Technical Proposals must be submitted separately in sealed envelopes.

• Technical Proposal: 1 Original and 3 copies

• Price Proposal: 1 original and 3 copies

• The hard copy technical and price proposal must be accompanied by electronic versions on CD-ROM, one CD-ROM for each type of document, Technical and Price.

• Note: Technical proposals must be submitted in word or PDF format as appropriate and the price schedule in Excel format with all cells unlocked.

All electronic files must be “unlocked”.

• Offeror must not include in technical proposal reference to price data.

The content of this slide presentation is provided to prospective offerors as a courtesy. Information contained in the RFP and amendments thereto take precedence over information contained in this presentation.

Thank you

Shirley L. Baldwin, Contracting Officer Office of Acquisition and Assistance

USAID/Nepal