Interested_Parties_Conference_ERP_Software_Presentation.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-617-17-000021

July 20, 2017

WELCOME

USAID Representatives:

Nancy Kleinhans, Contracting Officer Peter Serem, Information Technology Officer

Agenda:

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

7/28/2017 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.

• Nancy Kleinhans, Contracting Officer, USAID/Uganda

Office of Acquisition & Assistance (OAA) Opening Remarks

Presenter Presentation Notes List USAID Representative and Titles

Add Opening Remarks by CO

Peter Serem Information Technology Officer

Overview of ERP Software Presentation

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

• Detailed Functional Requirement Study, System

Requirements Study and System Design.

• Supply, Installation, Implementation, Configuration, Customization, Integration and testing of Enterprise Resource Planning (ERP) system together with relevant database, licenses and other software in conformance to industry standards.

TECHNICAL APPROACH

Presenter

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.

objectives of the proposed ERP system:

• Data Migration of Legacy Data.

• Training of users for effective use of the system.

• Operation and Maintenance of the ERP solution to include annual technical support services on the licenses software and applications functional support for a period of three (3) years and two option years, from the date of Go Live.

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.

objectives of the proposed ERP system:

• Provide site implementation and user training in project years three through five as the ERP system continues to roll out to remote locations.

• Adherence to Implementation Plan and Project Governance Structure.

• Create and update documentation of the ERP system and this project.

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.

Format of Functional

Requirements SEE ATTACHMENT 1.b

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.

• Geographic Focus

• Coordination with GOU Entities

• Sustainability

• Collaboration/Learn ing and Adapting (CLA) coordination

pg. 10-12

Operational Considerations

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

–Project Director and Technical Lead (RFP pg.19-21)

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

Management and Staffing

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.

Nancy Kleinhans, Contracting Officer

OAA Presentation

• RFP Issued: July 12, 2017

• Deadline for Questions: July 21, 2017 4 p.m.

Uganda Time

• Closing Date: August 09, 2017 4 p.m. Uganda Time

This will be a Firm Fixed Price type contract.

RFP Timeline Overview

• Any U.S. or non-U.S.

organization, non-profit or for-profit entity is eligible to apply.

Eligibility

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.

7/28/2017 FOOTER GOES HERE 15

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. 13-14)

• 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

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

• Section D.7 Value Added Tax and Custom Duties (pg. 29)

Uganda Considerations

• Section H: 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 A.10, pg. 6)

• As per Section E.4, a Branding Implementation Plan (BIP) will requested of Offerors in the competitive range.

Branding and Marking

• All reports and outputs listed in Pg.4-5 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

Please note the date and time due for applications. USAID notes that it does not take responsibility for issues including but not limited to internet and/or electrical malfunctions or the slowing down of servers due to high traffic. USAID recommends Applicants take it upon themselves to ensure their submissions are in prior to the deadline.

Cost Proposal:

• Budgets in Excel with unlocked formulas;

• Bidders shall propose payment milestones subject to negotiation:

• 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

Please note that the two evaluation criteria in the NFO will be rated equally. Also, Applicants should provide past performance, however, USAID will review past performance on the apparently successful applicant as part of the applicant’s risk assessment/responsibility determination.

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.