Interested_Parties_Conference_ERP_Software.pdf

Pre-Bidders Conference

Proposals for Procurement and Installation of the Software Component of an Enterprise Resource Planning (ERP) System for National Medical Stores (NMS)

- SOL-617-17-0 0 0 0 21

October 19, 20 17

WELCOME

USAID Representatives:

Jennifer Crow-Yang, Supervisory Contracting Officer Jason Wucinski, Senior IS Technical Advisor

Agenda:

Opening Remarks Overview of ERP Software Presentation Acquisition and Assistance Presentation Question and Answer Session

10 /16/20 17 FOOTER GOES HERE 2

• In the event of conflict between the presentation and Request for Proposals (RFP), the RFP takes precedence.

• The presentation will be posted to fbo.gov as an amendment to the RFP.

• All answers provided in this presentation will be considered preliminary responses.

Final responses will be posted in writing as an amendment after the questions period has closed.

Order of Precedence

Presenter Presentation Notes The implementation strategies are more cross cutting issues. This is high-level guidance on how USAID plans implement it’s activities under it’s new CDCS 2.0. USAID is looking to the potential applicants to provide more detail into how their organizations are able to meet these strategies.

• Jennifer Crow-Yang, Supervisory Contracting Officer, USAID/Uganda

Office of Acquisition & Assistance (OAA) Opening Remarks

Presenter Presentation Notes List USAID Representative and Titles

Add Opening Remarks by CO

Thank Bidders for patience while USAID/Uganda did significant re-write of the RFP.

Jason Wucinski Senior IS Technical Advisory Officer

Overview of Enterprise Resource Planning (ERP) Software System and Implementation Services for National Medical Stores(NMS) Presentation

This contract includes the following components of work in order to fulfill the objectives of the proposed ERP system:

A.Project Statement of Work

B.Functional Landscape and Technical Architecture Requirements

C.The Implementation Methodology

D.Implementation Approach and Project Timelines

E.Project Deliverables Schedule

F.Operations and Maintenance

G.Data Migration Requirements

H.Training Requirements

I. Governance

J. Documentation Requirements

K.Roles and Responsibilities

TECHNICAL APPROACH

Presenter Presentation Notes The purpose of this activity is supplying an Enterprise Resource Planning (ERP) Software System and Implementation Services for National Medical Stores

(NMS)

This will be accomplished through a detailed process as stated in Section C of the RFP.

This contract includes the following components of work in order to fulfill the objectives of the proposed ERP system:

1. Proposing core ERP solution + Required Modules

2. Data Integration and interoperability

3. Audit Controls

4. Security

Governance to be discussed at a later time

Presenter Presentation Notes The purpose of the Regional Health Integration to Enhance Services in Northern Uganda, Acholi (RHITES-N, Acholi) activity is to increase the effective use of integrated health services in the Acholi Region of Northern Uganda and develop health systems to sustain these gains. This will be accomplished through three sub-purposes:

Increased Availability and Accessibility of Health Services Improved Health Systems for Quality Services Increased Adoption of Healthy Behaviors

USAID recommends providing enough specificity so that USAID is able to understand how your approach will meet these three inter-related sub-purposes

In addition to this, USAID has provided additional information about key results - or the “what” we want. It is important that the applications speak to each of these results.

35 page limit for the Performance Work Statement. It must be divided into Technical Approach; and 2. Management Approach and Staffing Plan – however you get to decide how much “time” (e.g. page length) you spend on each knowing the instructions and evaluation criteria.

These “what” will be measured by contractable indicators located in J.15.

Guidance on Functional Requirements Specifications Checklist

SEE ATTACHMENT 1.b

Presenter Presentation Notes The purpose of the Regional Health Integration to Enhance Services in Northern Uganda, Acholi (RHITES-N, Acholi) activity is to increase the effective use of integrated health services in the Acholi Region of Northern Uganda and develop health systems to sustain these gains. This will be accomplished through three sub-purposes:

Increased Availability and Accessibility of Health Services Improved Health Systems for Quality Services Increased Adoption of Healthy Behaviors

USAID recommends providing enough specificity so that USAID is able to understand how your approach will meet these three inter-related sub-purposes

In addition to this, USAID has provided additional information about key results - or the “what” we want. It is important that the applications speak to each of these results.

35 page limit for the Performance Work Statement. It must be divided into Technical Approach; and 2. Management Approach and Staffing Plan – however you get to decide how much “time” (e.g. page length) you spend on each knowing the instructions and evaluation criteria.

These “what” will be measured by contractable indicators located in J.15.

• Collaboration/ Learning and Adapting (CLA) coordination

• Geographic Focus

• Coordination with

GOU Entities

• Sustainability

• Environmental

Considerations

pg. 10 -12

Operational Considerations Pg.48-50 as per CDCS 2.0

Presenter Presentation Notes While a sustainable health system void of outside inputs in Northern Uganda is likely unachievable in five years, a fundamental pillar of USAID/Uganda's integrated health programs is working towards sustainable health systems by building local capacity, enhancing participation, and encouraging accountability, transparency, decentralization, and the empowerment of communities and individuals, while addressing ownership and coordination.

Governance must be a visible element in health systems strengthening activities in Northern Uganda. RHITES-N, Acholi cannot ignore the engagement of local leadership. Many districts want to lead, be seen as equal partners, and invite mutual demonstration of trust and transparency.

• Key Personnel Requirements- Section F.6- Pg.59-

–Five Key Personnel: Project Director, Project Manager, Solution Architect, Technical Architect and Functional Lead

–Key personnel must be adequately vetted with reference checks conducted in order to Mitigate Risk of Fraud, Waste and Abuse

Management and Staffing

Presenter Presentation Notes Key Personnel The NFO provides flexible criteria for Key Personnel position to ensure that potential applicants are able to recruit and present the best candidates with their application responses.

Consortium A consortium is not required under this RFA, however, if an applicant considers developing a consortium in response to this NFO, USAID would appreciate a clear plan on how the consortium will be managed as well as what is the potential prime recipient's plan on how to ensure collaboration among the consortium partners.

The Offeror’s staffing pattern and management structure must show how it will support structural integration to minimize silos driven by different funding streams.

Jennifer Crow-Yang Supervisory Contracting Officer

Office of Acquisition and Assistance Presentation

• Revised RFP (Amendment 4) Issued:- October 0 6, 20 17

• Closing Date: January 15, 20 17 4 p.m.

Uganda Time

This will be a Cost Plus Fixed Fee type contract.

RFP Timeline Overview

• Any time after January 15, 20 17 4pm Uganda Time is considered LATE; even if it is 4.0 1pm.

• Your submission will not be considered.

• Start mailing your submissions early enough.

• Refer to Section L.6 Pg.113 for more details.

This will be a Cost Plus Fixed Fee type contract.

RFP Timeline Overview

•In recognition of the difficulty in defining clear deliverables, USAID/Uganda has changed the contract type to cost plus fixed fee completion type. Offerors are encouraged to carefully read all instructions and terms and conditions included in all sections of this revised RFP.

Type of Contract: Cost Plus Fixed Fee (CPFF)

Presenter

Please note that ADS 303 includes a supplementary help document on ‘Profit Under USAID Assistance’ It is the Applicant’s responsibility to ensure their response to the NFO complies for all USAID and Federal Regulations.

• Any U.S. or non-U.S. organization, non-profit or for-profit entity is eligible to apply.

Eligibility

Presenter

Please note that ADS 303 includes a supplementary help document on ‘Profit Under USAID Assistance’ It is the Applicant’s responsibility to ensure their response to the NFO complies for all USAID and Federal Regulations.

10 /16/20 17 FOOTER GOES HERE 16

Avoid Common Mistakes

• Adhere to page limits

• Do not copy and paste from the RFP/SOW

• Specificity counts! Devil is in the details.

• Make sure staff meet minimum requirements

(RFP, pg. 59)

• Please address all “musts”

• Justify your costs in the cost narrative; explain any departures from norm or special costs

• Clearly define role and value of subs/consortium members

Presenter

Complement overarching activities “e.g. capacity building” with specific illustrative activities/sub-activities.

• Section H.14 Value Added Tax and Custom Duties (pg. 73)

Uganda Considerations

• Section K: Please do not forget to include Certification Regarding Responsibility Matters in your proposal (FAR 52.212-3)

Things to Note

• Please review ADS 320 for information regarding USAID Branding and Marking Policy (section D.2-D., pg. 52)

• As per Section L.7, a Branding Implementation Plan (BIP) will requested of Offerors in the competitive range.

Branding and Marking

• All reports and outputs and delivery schedule listed in Section F.4-F.5 (Pg.54-59) are required.

Reports

General:

• Only e-mailed proposals accepted

Technical Proposal:

• Don’t exceed page limits, additional pages won’t be evaluated

Instructions for Offerors Highlights

Cost Proposal:

• Budgets in Excel with unlocked formulas;

• Budget narratives should clearly explain each line item cost with a detailed explanation of how the Offeror arrived at each cost;

Instructions Cont.

Cost Proposal:

• Proposed Subcontractor budgets and narratives should follow the same cost format as the primary Offeror; and

• Offerors and subcontractors( if any) must have a DUNS number and have no active exclusions in SAM.gov

Instructions Cont.

Three Criteria - Rated in descending order

• Technical Approach

• Management Approach

• Past Performance

Evaluation Criteria

Question and Answer Session Reminder: Oral responses will be considered preliminary. Final answers will be provided in writing on fbo.gov after the question period has ended.