ATTACHMENT_J.1_TO_01_-PMI__Malaria_for_States_RFTOP_-_April_25.pdf

SOL-620-16-000009 U.S. President’s Malaria Initiatives for States TO 01 - Mobilization and Personnel Recruitment

PART I- THE SCHEDULE

SECTION B - SUPPLIES OR SERVICES AND PRICE/COSTS

B.1. PURPOSE

The purpose of this Task Order (TO) is to provide services that fall within the Statement of Objectives (SOO) specified in Section C.

B.2. CONTRACT TYPE AND SERVICES

This is a Cost-Plus-Incentive-Fee (CPIF), type TO. For the consideration set forth in the TO, the Contractor will provide the deliverables or outputs described in Section C and Section F and comply with all TO requirements.

B.3. ESTIMATED COST, INCENTIVE FEE, AND OBLIGATED AMOUNT

In accordance with FAR Part 52.232-22 - Limitation of Funds:

(a) The estimated cost for the performance of the work required hereunder, exclusive of incentive fee, if any, is TBD. The incentive fee, if any, is TBD. The estimated cost plus incentive fee, if any, is TBD.

(b) Budget

Direct Costs TBD

Indirect Costs TBD

Target Fee TBD

Cost Plus incentive fee Ceiling Price TBD

The contractor will not be paid any sum in excess of the ceiling price.

( c) Within the total estimated CPIF specified in paragraph a. above, the amount currently obligate and available for reimbursement of allowable costs incurred by the Contractor (and payment of fee, if any) for performance hereunder is (TBD). The Contractor will not exceed the aforesaid obligated amount.

(d) Funds obligated hereunder are anticipated to be sufficient for the period of performance from the effective date of the TO through (TBD).

B.4. PAYMENT OF INCENTIVE FEE

(a) The Task Order Contracting Officer (TOCO) and Contractor agree to negotiate a target cost, minimum fee, target fee, maximum fee, and proposed share ratio. The fee adjustment formula is (TBD).

(b) The proposed share ratio is 85/15, 85% for USAID/Nigeria and 15% for the Contractor;

however, the TOCO and Contractor must agree to a final share ratio in the TO.

(c) The fee adjustment formula is TBD.

(d) Upon successful achievement of agreed upon milestones under the TO, the Contractor must provide evidence of its achievement to the TOCOR and TOCO. Upon receipt of TOCOR concurrence, and written approval by the CO, the Contractor must submit an invoice for the amount of the associated fee.

B.5 LABOR

(a) Compensation of personnel under this contract or any resulting subcontracting must be in accordance with AIDAR 752.7007 Personnel compensation (July 2007).

(b) The TO labor rates must not exceed the ceiling rates negotiated and set forth in the base IDIQ contract.

B.6 INDIRECT COSTS

Reimbursement for allowable indirect costs will be at the negotiated final or predetermined rates indicated in the base IDIQ contract, and cannot exceed the ceiling rates in the IDIQ Contract.

B.7 COST REIMBURSABLE

The U.S. dollar costs allowable must be limited to reasonable, allocable, and allowable costs determined in accordance with FAR 52.216-7, Allowable Cost and Payment, and FAR 52.216-8, Fixed Fee, if applicable: AIDAR 752.7003, Documentation for Payment; OMB Circular 1-21, Cost Principles for Educational Institutions and OMB Circular A-122, Cost Principles for Non-profit organizations.

[END OF SECTION B]

SECTION C- STATEMENT OF OBJECTIVES

C.1. TITLE

U.S. President’s Malaria Initiative for States: TO 01 - Mobilization and Personnel Recruitment

C.2 BACKGROUND

The USAID Mission in Nigeria has had several interventions in the reduction of morbidity and mortality caused by malaria through previous programs; however, the malaria prevalence rate still remains high in most states in the country.

The rapid mobilization of the Abuja central office and key personnel is extremely important for the effectiveness of future TOs. The central office will house the U.S. President’s Malaria Initiative for States project key and other staff. The Abuja central office will coordinate the implementation of activities in the other state offices (when established) and will ensure that technical staff at state-offices receives updates on key national activities.

To achieve this, the Offeror will recruit highly skilled and experienced technical staff who will lead the various engagements with the National malaria program.

National Malaria Elimination Program, Abia House, Central Business District

USAID Office, Plot 1075 Diplomatic Drive, Central Business

C.3 OBJECTIVES

Objectives for this TO are:

(a) Establish a fully functional head office in Abuja, Nigeria;

(b) Recruit and maintain key personnel and staff needed in-country ready for activities in subsequent TOs; and

(c) Establish financial, procurement and grants/compliance systems for effective implementation of TOs.

C.4 TASKS

C.4.1 ESTABLISH ABUJA, NIGERIA OFFICE

The Offeror will establish a fully functional central office in Abuja, for managing its operations.

The central Office will be located in close proximity to the U.S. Embassy and National Malaria Elimination Program (NMEP) office, and will serve as the in-country headquarters for the U.S.

President’s Malaria Initiative for States Project. The central office will also be the main liaison with the USAID Mission to Nigeria, the NMEP, and Federal Ministry of Health.

C.4.2. PERSONNEL RECRUITMENT

C.4.2.1 KEY PERSONNEL

The offeror must recruit key personnel listed in Section F.6 and mobilize them in-country. All key personnel must be available to provide services at 100% Level of Effort.

C.4.2.2. STAFFING STRUCTURE

Develop non-key personnel staffing plan for daily operations of the Abuja central office.

C.4.3 ESTABLISH FINANCIAL, PROCUREMENT AND GRANTS/COMPLIANCE

SYSTEMS FOR EFFECTIVE IMPLEMENTATION OF TOs

The Offeror will establish fully functioning financial, procurement and grants/compliance systems for effective implementation of state-level TOs. These systems must support timely and accurate reporting to USAID/Nigeria and adhere to USG rules and regulations.

C.5 PERFORMANCE ASSESSMENT

Performance assessments under this TO will be in line with an agreed upon Quality Assurance Surveillance Plan. The assessment will be conducted through site visits by the TOCOR, to monitor if the office is established and functioning with appropriate staff in place for daily operations.

C.6 OTHER KEY CONSIDERATIONS

C.6.1 TRANSITION PLAN

The central management functions, including all key personnel and other staff under this TO will be transitioned to another TO under the IDIQ Contract. The subsequent TO will be awarded before the expiration of TO 1.

C.6.2 For additional considerations, please refer to Section C of the IDIQ.

[END OF SECTION C]

SECTION D – PACKAGING AND MARKING

Reference base IDIQ Section D requirements.

[END OF SECTION D]

SECTION E – INSPECTION AND ACCEPTANCE

E.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

Clauses referenced in the base “IDIQ” Contract are incorporated into this section of the TO.

E.2. INSPECTION AND ACCEPTANCE

USAID inspection and acceptance of services, reports and other required deliverables or outputs shall be subject to the performance standards set forth in Sections C and F. Inspection and acceptance shall take place at:

USAID/Nigeria 1075 Diplomatic Drive Central Business District P.M.B. 519 Garki, Abuja or at any other location where the services are performed and reports and deliverables or outputs are produced or submitted. Inspection of all deliverables required hereunder shall be made by the Contracting Officer’s Representative (COR), designated in Section G, who has been delegated authority to inspect and accept all services, reports and other required deliverables. Acceptance of services, reports and other deliverables by the COR shall form the basis for payments to the Contractor.

E.3 RESPONSIBLE OFFICIAL

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

[END OF SECTION E]

SECTION F – DELIVERIES OR PERFORMANCE

F.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

Clauses referenced in the base IDIQ Contract are incorporated into this section of the TO.

F.2 PERIOD OF PERFORMANCE

The period of performance for this TO will not exceed twelve (12) months from the date of the award.

F.3 PLACE OF PERFORMANCE

The place of performance for this TO is Abuja, Nigeria.

F.4 PERFORMANCE STANDARDS

The contractor’s performance will be evaluated based on the completion of specific tasks as outlined in the TO, adherence to the mobilization plan, and reports submitted to the TOCOR in accordance with the performance standards set forth in Section C, will be conducted jointly by the TOCOR and the Contracting Officer, and will form the basis of the Contractor's permanent performance record with regard to this contract as required in FAR Part 42.15 and AIDAR 742.15.

F.5 REPORTS AND DELIVERABLES OR OUTPUTS

(a) In addition to the requirements set forth in Sections C, I and J, AIDAR clause 752.242- 70, Periodic Progress Reports, and AIDAR 752.7005, Submission Requirements for Development Experience Documents (Jan 2004), the Contractor must submit required deliverables or outputs to the TOCOR specified in Section G with a copy to the TOCO, and USAID/Nigeria Monitoring and Evaluation Unit at e-mail: abujaprog-me@usaid.gov . All deliverables and reports will be in English unless otherwise noted in this section.

(b) The Contractor and the TOCOR have the authority to make minor changes to the deliverables and reports specified below. Any such change must not change the basic substance of the deliverable, require funds beyond the amount obligated or exceed the total ceiling price or any budgetary limitation.

(c) The cover page of all deliverables must include the USAID Identity prominently displayed, the TO contract number, contractor name, the publication or issuance date of the document, document title, author name(s), and project title. Descriptive information is required whether contractor-furnished products are submitted in paper or electronic form. All materials must include the name, organization, address, and telephone/fax/internet number of the person submitting the materials.

mailto:abujaprog-me@usaid.gov

Deliverables & Reporting Requirements – Summary

SECTION

NO.

DELIVERABLES DUE DATE

1 Quality Assurance Surveillance Plan

(QASP)

Approved pre-award

2 TO Monthly Report Within 5 working days after each implementation month

(1) Quality Assurance Surveillance Plan (QASP)

The contractor must submit a Quality Assurance Surveillance Plan that outlines a surveillance schedule and clearly describes the surveillance methods to be used. The plan must include roles and responsibilities for surveillance throughout the duration of the contract. The QASP must be consonant with the PWS and focus on the quality and timeliness of the output to be delivered and not on the steps required or procedures used to provide the service. The plan must provide for the prevention and ready detection of any challenges, and for timely and positive corrective action.

(2) TO Monthly Report

A summary of work conducted by the Contractor for the period which reports on progress against the TO mobilization plan, identifies problems, recommends remedial actions, and outlines activities and significant events for the next reporting period. Reports must include, at a minimum, updates on recruitment of key personnel and other staff, and planned versus actual cost incurred under the TO.

The last monthly report should serve as the final report for this TO. The report should contain more information than the normal monthly report. In addition to the regular information, the final mobilization plan report should discuss the achievements of the TO against expected outcomes outlined in the award. It should also include explanations for any results above or below expected outcomes.

F.6 KEY PERSONNEL

(a) The key personnel whom the Contractor must furnish for the performance of this contract are as follows:

Position Title Name

Country Director TBD Director of Finance and Administration TBD Senior Malaria Technical Advisor TBD Senior Monitoring and Evaluation (M&E) Advisor TBD Senior Private Sector Advisor TBD

(b) The personnel positions specified above are considered to be essential to the work being performed hereunder.

Prior to replacing any of the individuals specified above, the Contractor shall immediately notify both the TOCO and USAID TOCOR 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 will be made by the Contractor without the written consent of the TOCO.

(c) All key personnel proposed must be full-time, must be located in Abuja, Nigeria, and must be employed by the prime contractor. All key personnel positions require fluency in English Language. The minimum requirements and responsibilities of key personnel under this TO are as follows:

1. Country Director:

Responsibilities:

• Serves as the main point of contact and will oversee implementation of all TOs;

• Provide overall strategic leadership and oversight of the project, including overseeing the implementation of all TOs;

• Overall project management, quality and timeliness of deliverables, external representation, and coordination with USAID IDIQ COR.

Minimum requirements:

• Master’s degree in Public Health, international development, or another related field;

• Demonstrated progressive experience in public health with the ability to negotiate, collaborate and coordinate with a range of stakeholders in context of complex and shifting priorities;

• Demonstrated management capacity in Malaria programs with proven ability to oversee multiple projects simultaneously in multiple locations;

• Excellent organizational, leadership, analytical, supervisory and team-buildings skills;

• Experience building organizational capacity and service delivery.

2. Director of Finance and Administration:

• Serves as the main point of contact for financial management issues related to each TO and will work with Finance Manager(s) related to each TO;

• Oversee the project operations including human resources, logistics, procurement, subcontracts, grants accounting and finance;

• Develop financial capacities and internal control measures for the future TOs;

• Conduct internal and coordinate external financial audits for all TOs;

• Prepare budgets in response to future TO annual work plans, financial and pipeline reports for USAID/Nigeria.

• Master’s degree in Business Administration, Finance or other relevant field;

• Progressive demonstrated experience supervising project operations and teams, including human resources, procurement, subcontracts, grants, accounting and finance;

• Demonstrated skills in developing and managing large budgets;

• Demonstrated in-depth knowledge of USG Cost Accounting;

• Possess excellent organizational, analytical, oral and written communication skills.

3. Senior Malaria Technical Advisor:

• Serves as the main point of contact for the technical malaria intervention issues related to each TO;

• Overall technical leadership of the U.S. President’s Malaria Initiative for States with more focus on public sector interventions. This is the subject matter expert and must have extensive knowledge and experience in malaria prevention and control;

• Provide strategic technical direction of the project on public sector service delivery;

• Coordinate the development of the technical aspects of the project implementation approaches;

• Ensure appropriate consultations with stakeholders at all levels;

• Provide technical support to relevant branches in National Malaria Control Program

(NMCP); Support NMCP stewardship role on public-private partnership in collaboration with Senior Private Sector Advisor;

• Ensure project and NMCP implement malaria control activities within a health systems strengthening approach;

• Provide technical input to the project monitoring and evaluation.

• Medical degree and postgraduate qualification in international health or related discipline;

• Extensive knowledge and experience working on malaria control at international level;

• In depth knowledge of malaria and public health principles with proven technical skills in malaria, including malaria case management, and integrated community case management of childhood illnesses;

• Experience working with Ministries of Health on policy and strategy formulation at national and subnational levels;

• Experience training health workers;

• Experience and understanding of Nigerian context;

• Significant experience in project management, program coordination and sound negotiation skills with malaria partners;

• Excellent writing, communication and presentation skills.

4. Senior Monitoring & Evaluation Advisor:

• Serves as the main point of contact for monitoring and evaluation issues related to a specific TO;

• Overall monitoring and evaluation functions of the U.S. President’s Malaria Initiative for States project activities, including establishing a monitoring and evaluation strategy and framework;

• Establishing an M&E strategy and framework for monitoring performance of all TOs;

Development of an M&E plan that specifies baselines, output, outcome and impact indicators, annual targets, data sources, and major assumptions for TOs;

• Identifying data analysis and operational research agenda for the U.S. President’s Malaria Initiative for States project activities; Developing a system for data quality assessment;

• Developing M&E capacity of NMEP and in all TOs;

• Mentoring and guiding other M&E officers on all future TOs;

• Assessing project progress and communicating gaps to the Malaria Technical Advisor or

COP;

• Data input to the USAID web-based implementing partner reporting system;

• Performing data analysis of survey data and compile required analytical reports;

• Preparing required documents for USAID/Nigeria and PMI/Nigeria reporting including major achievements and success stories; and,

• Participating in NMEP M&E Technical Working Group Meetings.

• Master’s degree in Social Science, Statistics or other relevant field;

• Progressive demonstrated experience in M&E of donor funded projects and developing local capacities;

• Experience in designing and implementing M&E programs, including developing logical framework, M & E Methods and other strategic planning approaches and integrating gender in M&E Plans.

• Must possess excellent management, analytical, communication, documentation and, presentation skills

• Proven analytical skills and demonstrated ability to design data collection instruments, data analysis, data interpretation, reporting, and dissemination. With evidence of successful implementation of quantitative, qualitative and participatory research methods.

5. Senior Private Sector Advisor

• Serves as the main point of contact for private sector engagement on malaria interventions and collaborations for each specific TO;

• Overall private sector strategy and plan for the U.S. President’s Malaria Initiative for States Project, including identifying opportunities for expansion in the private sector at federal, state, and community level;

• Lead in the development of the private sector strategy and plan for the project;

• Identify cost effective innovations for expansion in the private sector including capacity building, demand creation, data collection and supervision;

• Work with the Senior M&E Advisor to identify indicators that will communicate success in the private sector;

• Contribute to market analysis and segmentation for private sector service delivery and commodity management;

• Work with the Senior Malaria Technical Advisor to develop/adapt appropriate tools for quantification of commodity, costing, distribution, capacity building and supportive interventions especially on malaria diagnosis for malaria program;

• Support the development strategic partnerships in malaria control activities that provide synergy and complement existing strengths;

• Enhance strategic coordination with NMEP on the public –private sector strategy.

• Master’s degree in Public Health, statistics or another relevant field;

• Demonstrated progressive field experience in malaria prevention and treatment programs in developing countries;

• In depth knowledge of the private sector and public private sector partnerships for health;

• Demonstrated experience implementing health programs in the private sector, and the community;

• Demonstrated capacity to mobilize private sector stakeholders at a senior management level.

F.7 AUTHORIZED WORK WEEK

(a) A normal workweek for full time staff will not be less than 40 hours, unless otherwise agreed upon at the TO level.

(b) A 6-day work week is authorized for consultants. No overtime or premium pay is authorized.

[END OF SECTION F]

SECTION G – TASK ORDER ADMINISTRATION DATA

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

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

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

TOTAL EXPENDITURES (Document Number: XXX-X-XX-XXXX-XX)

Line Item Description Amt. Vouchered Amt. Vouchered To Date This Period

0001 As per TO $XXXX.XX $XXXX.XX 0002 As per TO $XXXX.XX $XXXX.XX

Total $XXXX.XX $XXXX.XX

2) The fiscal report must include a certification, signed by an authorized representative of the Contractor, as follows:

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

BY:______________________________________

TITLE:___________________________________

DATE: ___________________________________

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

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

(d) The Contractor agrees that all approvals of the Mission Director and the Contracting Officer which are required by the provisions of this contract must be preserved and made available as part of the Contractor’s records which are required to be presented and made available by FAR clause 52.215-2 of this contract entitled “Audit and Records – Negotiation”.

G.2 TASK ORDER CONTRACTING OFFICER

The Task Order Contracting Officer executing and administering the Task Order will be based at the following address:

USAID/Nigeria Office of Acquisition & Assistance c/o U.S. Embassy Plot 1075 Diplomatic Drive Central District Abuja - Nigeria

G.3 TASK ORDER CONTRACTING OFFICER REPRESENTATIVE (TOCOR)

The TOCOR for the award is [TBD]. A copy of TOCOR designation letter will be shared with the contractor.

G.4 PAYING OFFICE

Electronic copies of invoices must be sent to nigeriapayments@usaid.gov with a copy to the TOCOR’s email address.

• Send via email, one invoice, all other required supporting documents, and SF-1034 Public Voucher for Purchases and Services Other Than Personal.

mailto:nigeriapayments@usaid.gov

• Include Subject Line: Contractor Name, Award #, Invoice #

• The SF-1034 must be signed.

• The invoice must provide the bank account details, including the bank account number, the bank name and address, the SWIFT Code and the ABA number

The Contractor may submit vouchers for payment monthly or bi-monthly for costs incurred at the time of invoice.

G.5 ACCOUNTING AND APPROPRIATION DATA

[TBD]

G.6 TECHNICAL DIRECTIONS/RELATIONSHIP WITH USAID

(a) Technical Direction is defined to include:

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

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

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

(b) The Contracting Officer, by separate designation letter, authorizes the TOCOR to take any or all action with respect to the following which could lawfully be taken by the Contracting Officer, except any action specifically prohibited by the terms of this Contract:

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

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

(3) Maintain all liaison and direct communications with the Contractor. Written communications with the Contractor and documents must be signed as "Task Order Cognizant Technical Officer" with a copy furnished to the Contracting Officer.

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

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

(6) Complete Contractor Performance Reports (CPARs) every six to 12 months for task orders.

(7) Obtain necessary security clearance and appropriate identification if access to Government facilities is required.

(8) If to be provided, ensure that Government furnished property is available when required.

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

(c) In the separately-issued TOCOR designation letter, the TOCO designates an alternate TOCOR to act in the absence of the designated TOCOR, in accordance with the terms of the letter.

(d) Contractual Problems: Contractual problems of any nature that may arise during the life of the contract must be handled in conformance with specific public laws and regulations (i.e.

Federal Acquisition Regulation and Agency for International Development Acquisition Regulation). The Contractor and the TOCOR must bring all contracting problems to the immediate attention of the Contracting Officer. Only the Contracting Officer is authorized to formally resolve such problems. The Contracting Officer will be responsible for resolving legal issues, determining contract scope and interpreting contract terms and conditions. The Contracting Officer is the sole authority authorized to approve changes in any of the requirements under this contract. Notwithstanding any clause contained elsewhere in this contract, the said authority remains solely with the Contracting Officer. These changes include, but will not be limited to the following areas: scope of work, price, quantity, technical specifications, delivery schedules, and contract terms and conditions. In the event the Contractor effects any changes at the direction of any other person other than the Contracting Officer, the change will be considered to have been made without authority.

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

(f) In case of a conflict between this contract and the TOCOR designation letter, the contract prevails.

[END OF SECTION G]

SECTION H – SPECIAL TASK ORDER REQUIREMENTS

H.1 The special contract requirements outlined in Section H of the basic IDIQ are hereby incorporated into this TO. Additional special contract requirements, if any, will be inserted at award.

[END OF SECTION H]

PART II – CONTRACT CLAUSES

SECTION I – CONTRACT CLAUSES

I.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

All applicable clauses included in the base IDIQ Contract are hereby incorporated into the TO by reference. New and/or updated clauses may be inserted at award.

[END OF SECTION I]

PART III – LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS

SECTION J - DOCUMENT, EXHIBITS AND OTHER ATTACHMENTS

All needed attachments are in Section J of the IDIQ.

[END OF SECTION J]

PART IV – REPRESENTATIONS AND INSTRUCTIONS

SECTION K – REPRESENTATIONS, CERTIFICATIONS AND OTHER STATEMENTS OF

OFFERORS

Not required.

[END OF SECTION K]

SECTION L - INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

L.1 NOTICE LISTING SOLICITATION PROVISIONS INCORPORATED BY

REFERENCE

All applicable clauses included in the base IDIQ Contract under this section are hereby incorporated into this Task Order by reference.

L.2 DELIVERY INSTRUCTIONS

Please see instruction in Section L.5 of the IDIQ RFP.

L.3 INSTRUCTION FOR PREPARATION OF TASK ORDER PROPOSAL

(a) Organization of Technical Proposal

(1) Format and Presentation

The technical proposal must be entirely separate from the cost proposal and must not include cost information nor make reference to cost data, to ensure that technical evaluation may be made strictly on the basis of technical merits.

(2) Technical Proposal Page Limitation

(i) The technical proposal will be submitted under Volume 1 Tab 9 of the IDIQ RFP submission.

(ii) Technical proposals may not exceed 15 pages, excluding attachments and annexes, and must be on 8.5 by 11 inch or A4 size paper, single spaced, 12-point font with one-inch margins on all sides and tabs for ease of reference to each section.

(iii) Cover letter, Cover page, Tabs/dividers, Table of Contents, Acronym list, Executive

Summary, and Annexes do not count against the 15-page limitation. Any page in the technical proposal that contains a table, chart, or graph, not otherwise excluded above, is subject to the page limitation.

(iv) All information from appendices must be referenced in the technical proposal and summarized and included in the annex section. All critical information from appendices/ annexes clearly identified and summarized in the technical proposal will be evaluated as part of the basis of award. Illustrative Annexes – including but are not limited to:

• Staffing Structure;

• Mobilization Plan;

• Quality Assurance Surveillance Plan (QASP);

• CVs of Key Personnel, Key personnel resumes and letters of commitment;

• Personnel summary matrix – long term and short term staff, consultants, and other personnel specialists; and,

• Organizational Chart(s).

Note: Offerors will determine the type of information to be submitted as annexes to their technical proposal in response to the instructions provided in the RFTOP. The list provided above is not all-inclusive.

(v) Additional documentation beyond the 15-page limit and the referenced annexes will not be read or evaluated by USAID.

(b) Content of Technical Proposal

(1) Information provided in the technical proposal will indicate a clear understanding of the work to be undertaken and the responsibilities of all parties involved. The technical proposal must be concise, comprehensive, and responsive to the instructions contained herein. Offerors must take into account the technical evaluation factors and sub-factors listed in Section M. It must clearly demonstrate how the proposed approach will meet the goals and all objectives of the activity, and fulfill the Offeror’s program implementation responsibilities.

(2) The proposal must contain information that demonstrates offerors’ understanding of the requirements and must be prepared in such a manner as to enable the review committees to make a thorough evaluation and arrive at a sound determination of whether the proposal meets all technical requirements or satisfies the requirements of the solicitation.

(3) Unnecessarily elaborate brochures or other presentations beyond those sufficient to present a complete and effective proposal in response to this RFTOP is not desired and may be construed as an indication of the Offeror’s lack of cost consciousness. Elaborate art work and expensive visual or other presentation aids are neither necessary nor wanted.

(4) Offerors must organize the technical proposal to follow the same order in which the technical elements are listed below, and per the technical evaluation criteria listed in Section M.

L.3.1 Cover Letter

Include the name of the organization submitting the proposal and the organization’s DUNS number.

Major subcontractors, if any, (hereafter referred to as “subs”) must be clearly identified, along with their DUNS numbers; major subs are defined as those expected to perform at least 20% of the Offeror’s proposed total cost of the TO budget, or a prominent part of the technical effort. Include a contact person for the proposal, including his/her name (both typed and signed), title or position with the organization, address, telephone, and email address. Also state whether the contact person is the person with authority to contract for the Offeror, and if not, that person should also be listed.

L.3.2 Table of Contents (does not count against the 15-page limitation)

The Technical Proposal will contain a Table of Contents with page numbers indicated.

L.3.3 Acronym List (does not count against the 15-page limitation)

See the acronym list in the IDIQ RFP.

L.3.4 Executive Summary (not to exceed 2 pages, does not count against the 15-page limitation)

The executive summary describes the basic elements of the Offeror’s proposal.

L.3.5 Factors for Evaluation

The offeror must provide a PWS with its proposal that addresses the SOO in Section C of this RFTOP.

The offeror must provide a cross-reference matrix that maps the SOO Task Requirements to the PWS.

The narrative must specify exactly what the offeror will do in response to the RFTOP. While the PWS must be specific about the technical approach, the offeror must also clearly address its implementation plan, how performance standards are tied to performance requirements, and measurement of proposed results.

(a) Factor 1 – Mobilization Plan [See Section M.2.2(a)]

Each Offeror must provide a detailed methodology, a description of specific deliverables to be accomplished under the TO, and timeline of activities to take place in order to respond to requirements in this RFTOP.

(b) Factor 2 - Key Personnel and Staffing [See Section M.2.2(b)]

(1) The Offeror must include in the main body of the technical proposal a description of the skills and abilities of each of the proposed key personnel. This section must describe personnel proposed to fill the key positions indicated in Section F of this RFTOP and must contain brief biographies of proposed individuals. A key personnel sample matrix (see Attachment J.12 of the IDIQ RFP) of all proposed key personnel, providing an analysis of how their relevant skills match or exceed the minimum requirements in Section F.6 of this RFTOP must be submitted along with the resumes. Resumes or CVs of proposed key personnel must be included as an annex to the technical proposal. Please note that the Resumes or CVs are not counted in the page limit, but are limited to 2 pages for each key personnel.

The Offeror must include as part of its proposal a statement signed by all individuals proposed as key personnel, confirming availability to serve under the proposed contract including a commitment to mobilize to post within a specified period of time, and serve in the proposed position for the required period.

(2) An Offeror must elaborate on its vision for how the proposed individuals will fulfill the responsibilities described in Section F and how they will work together with USAID for the successful management of the activity.

(3) The Offeror will list all other (i.e. non-key personnel) professional personnel positions, organogram, or other description, and provide a brief explanation of why those positions are necessary to reach the IDIQ objectives. The offeror may not provide names or qualifications of non-key personnel as they will not be evaluated.

(c) Factor 3 - Financial Management [See Section M.2.2(c)]

The Offeror must provide their approach in establishing financial, compliance, grants, and procurement management systems adequate for managing the award, complying with USG and local regulations, and ability to respond to emerging issues during program implementation. This section must also discuss how the Offeror will establish and maintain internal control processes to detect and mitigate potential or actual fraud, waste, and abuse through the life of the program.

(d) Factor 4 – Quality Assurance Surveillance Plan [See Section M.2.2(d)]

The offeror must submit a Quality Assurance Surveillance Plan that outlines a surveillance schedule and clearly describes the surveillance methods to be used. The plan must include roles and responsibilities for surveillance throughout the duration of the contract. The QASP must be consonant with the PWS and focus on the quality and timeliness of the output to be delivered and not just on the steps required or procedures used to provide the service. The plan must provide for the prevention and ready detection of any challenges, and for timely and positive corrective action.

L.4 INSTRUCTIONS FOR THE PREPARATION OF THE COST/BUSINESS PROPOSAL

(a) The cost/business proposal will be under Volume 2 Tab 3 of the IDIQ RFP submission.

(b) The cost proposal must be submitted under separate file from the technical proposal. The cost proposal will be in Excel (2003 version or newer) and compatible with a MS Windows XP operating environment. All calculations and formulas must be visible, and unlocked.

(c) Offeror must provide this information using detailed spreadsheets, budget narratives and footnotes.

(d) While there is no page limit, Offerors are encouraged to be as concise as possible, but still provide the necessary detail to address the RFTOP requirement.

(e) Offerors must structure their cost proposals in the order below.

L.4.1 Part 1 - Standard Form (SF) 33

The Offeror must submit Section A of this RFTOP [Standard Form (SF) 33, "Solicitation, Offer, and Award"], with blocks 12 through 18 completed, with an original signature of a person authorized on behalf of the Offeror to sign the offer. In addition, all amendments if any, to the solicitation must be acknowledged.

L.4.2 Part 2 - Proposed Costs/Prices

(a) Offerors must submit the Cost/Business Proposal containing the following information:

(1) Completed Sections B.3, B.4, and B5 of the RFTOP, or otherwise be determined non-responsive.

(2) The proposal must provide a summary and detailed budget, broken out by major cost elements, for the contract period. This must include a complete breakdown of the cost elements and those costs associated with any proposed subcontract. Supporting information must be provided in sufficient detail to allow a complete analysis of each line item cost. Detailed budgets are only required for the Offeror and major subcontractors.

(3) The cost and pricing information must include the basis of each cost (i.e., vendor quotes, market surveys, historical experience, etc.) and should describe any significant assumptions. This information must also be provided for major subcontractors, if any.

Also, include the estimated amount to be spent on other direct costs, particularly local costs associated with fieldwork. This may include an estimate of the travel time between the Mission and project sites or the number of days estimated for a field visit and the number of estimated visits.

(4) A budget narrative that supports each estimated unit cost in the detailed budget must be provided. The budget narrative must describe the nature of individual cost items proposed, calculations, and include a description of the source of that particular cost estimate (current market value, current catalogue price, current vendor price quotes, etc.).

Narratives for the individual cost items must provide a discussion of any estimated escalation rates where applicable. Estimated costs proposed to exceed ceilings imposed by USAID or Federal procurement policy must be fully explained and justified.

(b) Offeror should keep in mind that it is their responsibility to ensure that the information provided is sufficient to provide a basis for USAID’s determination that the costs proposed are realistic and reasonable.

(c) Incentive Fee:

Offerors must submit the following information:

• Proposed Target Cost, Target Fee, Minimum Fee and Maximum Fee; and,

• Proposed Fee Adjustment Formula, above and below the Target Cost.

The CO will consider merit of the Offeror’s rationale in establishing the proposed adjustment formula in accordance with elements FAR 16.402-4 for a multiple-incentive arrangement, to determine reasonableness of the final fee.

(d) For each line item, Offerors are to include an itemized budget detail and justification in support of these components. The table below is a representative format of the expected Offeror’s presentation.

Labor Category & Rates Period (Monthly)

Total Item Category IDIQ Discount TO

Salaries and Wages

a) Long Term Expatriate Staff

b) Local Professionals

b) Local Support Staff

c) Home Office

Labor Total Item Period

(Monthly) Total

Fringe Benefits

a) Long Term Expatriate Staff

b) Local Professionals

b) Local Support Staff

c) Home Office

Allowances

a) Long Term Expat b)Short Term Expat, if applicable

Consultants

a) International/Regional

b) Local

Travel, Transportation, and Per Diem

a) Entitlement Travel

b) Programmatic Travel by Staff

c) Consultants Travel

Equipment and Supplies $ $ Subcontracts $ $ Participant Training (including Tuition and Travel costs if any)

Security Costs $ $ Other Direct Costs $ $ Total Direct Costs $ $ Indirect Costs $ $

a) Overhead

b) Material Handling

c) G&A

Total Estimated Cost $ $ Incentive Fee $ $ Total Estimated Cost plus Incentive Fee

Note: This budget format is to be similarly applied to all sub-contractor budget presentations. A “major subcontractors” are subcontractors whose proposed costs exceed 20% of the Offeror’s proposed total cost or perform a key element of the scope of work. All sub-factor rates must be mapped through the prime rates established in Section B of the IDIQ.

(e) Budget Line Item Definitions and Illustrations

The regulatory references provided below for each Budget Line Item are not intended to be a complete list of applicable regulations or policies. Also, the regulatory references assume cost reimbursement contract types, and may vary or differ in their applicability given other types of contracts:

(1) Labor - Proposed personnel, labor categories, proposed salaries and level of effort.

• Per Section B.8 Labor of the Basic IDIQ Contract, the Offeror is highly encouraged to propose lower unburdened daily rates than those listed in the Basic IDIQ. The proposed rates for relevant labor categories must not exceed the Unburdened Ceiling Daily Rates specified in Section B.8 of the IDIQ.

• Biographical Data Sheets (see Attachment J.9 of the IDIQ RFP) are required for all long term and short term expatriate personnel and all long term cooperating country personnel being proposed (forms may be obtained at http://www.usaid.gov/sites/default/files/AID1420-17.doc ). Bio‐data forms must be properly completed, certified and signed by both employee and Contractor in the appropriate spaces with all blocks completed, as appropriate.

• Salaries of TCN and CCN personnel must be reflected on the bio‐data form in

U.S. dollar and Offerors will state the exchange rate used if the proposed personnel salary histories include salaries in currency other than the U.S. dollar.

• Labor cost for TCNs and CCNs must not exceed the thresholds in the US

Embassy’s local employee compensation plan (LCP) – (See Attachment J.10 of the IDIQ RFP). However, this must only be used as guidance, as offerors are expected to offer compensation in accordance with prevailing market rates.

• Narratives must provide a discussion of the estimated annual escalation of all salaries where applicable. Escalation factors proposed for labor categories identified in Section H.3 of the IDIQ must not exceed the limitations therein. Salaries proposed in excess of maximum annual salary rate described in ADS 302.3.6.10, USAID Contractor Salary Threshold (USAID CST) will not be accepted, unless approved in writing in accordance with ADS 302.3.8.4.

(2) Fringe Benefits: FAR 31.205-6 provides for allowances and services provided by the

Offeror to its employees as compensation in addition to regular wages and salaries. If the Offeror has a fringe benefit rate that has been approved by an agency of the Government, such rate should be used and evidence of its approval should be provided. If a fringe benefit rate has not been approved, the Offeror must propose a rate and explain how the rate was determined. If the latter is used, the narrative must include a detailed breakdown comprised of all items of fringe benefits (e.g., unemployment insurance, workers compensation, health and life insurance, retirement, FICA, etc.) and the costs of each, expressed in dollars and as a percentage of salaries. A detailed cost breakdown must indicate benefits types for both international and CCN staff as applicable. Fringe will only be applied to direct labor, unless otherwise stated on the Offeror’s NICRA.

(3) Allowances: AIDAR 752.7028 provides for differentials and allowances with further references to Standardized Regulations. Allowances must be broken down by specific type and by person. Allowances must be in accordance with the Offeror’s policies and the applicable federal regulations and policies.

(4) Consultants: FAR 31.205-33 provides for services rendered by persons who are members of a particular profession or possess a special skill and who are not officers or employees of the Offeror. Unit costs for each proposed position, key or not, must be expressed in an amount per work day with the corresponding level of effort required for the position (number of work days) and then calculated to a total cost for each cost period where the salary would be applicable. Completed biographical data sheets, Form AID 1420‐17 (Attachment J.9 of the RFP) must be provided for all consultants.

(5) Travel, Transportation and Per Diem: FAR 31.205‐46, AIDAR 731.205‐46 and

AIDAR 752‐7032 provide for costs for transportation, lodging, meals and incidental expenses. The cost proposal must indicate number of trips, domestic and international, and the estimated cost per trip, including airfare, per diem, and other related travel costs.

The origin and destination, purpose for each proposed trip, duration of travel, and number of individuals traveling must be specified. Per diem must be based on the Offeror's normal travel policies (offerors may choose to refer to the Federal Standardized Travel Regulations for cost estimates).

(6) Equipment and Supplies: Specify all other equipment, materials and supplies expected to be purchased, including type, unit cost, and units. The proposal must include a detailed procurement plan which provides explicit information on how procurements will be accomplished.