SOL-623-14-000010.pdf

RFP Issue Date: April 9, 2014 Q & A Closing Date: April 17, 2014, Q & A Closing Time: 0800 Nairobi Time RFP Closing Date: May 15, 2014, RFP Closing Time: 0800 Nairobi Time

Subject: Request for Proposal (RFP) #SOL-623-14-000010 Somalia Program Support

Services (SPSS)

The United States Government, represented by the U.S Agency for International Development (USAID), is seeking a Contractor to provide evaluation services and program support for the USAID/East Africa/Somalia Office as stipulated in the this RFP. USAID is contemplating award of a single-award, indefinite-delivery, indefinite-quantity (IDIQ) contract with a maximum ceiling of $24,000,000, and a minimum order guarantee of $1,000,000.

Proposals must be received electronically on or before the closing date stipulated above to provide the services and deliverables specified in the below RFP. Proposals must be sent via e-mail attachments to Maria Televantos at mtelevantos@usaid.gov, and Evans Mutende at emutende@usaid.gov by the closing date and time and must conform to all requirements outlined in Section L. Receipt time is when the proposal is received by the USAID internet server. If a proposal is received on time by at least one of the email addresses above, it will be considered timely. USAID reserves the right to award the contract subject to availability of funds. The period of performance is five (5) years.

Proposals will be accepted from eligible organizations and encourages U.S. small businesses to submit proposals. In support of USAID’s interest in expanding the number and sustainability of development partners, USAID encourages proposals from potential new local partners. USAID discourages the use of exclusive agreements as this limits USAID’s, and Somalia’s, ability to receive the best services.

Any questions regarding the RFP’s requirements must be submitted to Maria Televantos and Evans Mutende via e-mail at the addresses above no later than 0800 hours Nairobi time, April 17, 2014.

Pre-Proposal Conference: A pre-proposal conference will be held on April 23, 2014 in Nairobi, Kenya.

The purpose of the Pre-Proposal Conference is to ensure an understanding of the RFP’s technical objectives and to review the proposal process. The Conference agenda will include a short presentation of the RFP and a question/answer session based on participants’ review of the RFP. All interested potential Offerors are welcome to attend, but it will be limited to two (2) representatives per Offeror and all attendees must register. If you are interested in attending the Pre-Proposal Conference, please send an email to Maria Televantos, via e-mail at mtelevantos@usaid.gov with a copy to Evans Mutende at emutende@usaid.gov by 0800 hours Nairobi time, April 17, 2014. Include the name of your organization and the name(s) of the person(s) who will attend. USAID will respond with an email confirming registration, details of the location of the meeting, and a confirmation of the date and time.

You must have a registration confirmation in order to be guaranteed entrance.

This request in no way obligates USAID to award a contract, nor does it commit USAID to pay any cost incurred in the preparation and submission of your proposal. We look forward to receiving and reviewing

3 3

May 15, 2014

Linda McElroy

SOL-623-14-000010

PART I - THE SCHEDULE 8

SECTION B - SUPPLIES OR SERVICES AND PRICE/COSTS 8

B.1. PURPOSE 8

B.2. CONTRACT TYPE 8

B.3. MINIMUM OBLIGATED AMOUNT 8

B.4. MAXIMUM CONTRACT CEILING 8

B.5. REQUIREMENT TO PROVIDE SERVICES 8

SECTION C - DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK 9

C.1. BACKGROUND 9

C.2. TECHNICAL SERVICES TO BE PROVIDED 10

C.3. TECHNICAL REQUIREMENTS 10

C.4. PERSONNEL REQUIREMENTS 13

C.5. GEOGRAPHIC AREAS 13

C.6. COORDINATION 13

SECTION D - PACKAGING AND MARKING 15

D.1. 752.7009 MARKING (JAN 1993) 15

D.2. BRANDING POLICY 15

D.3. MARKING AND BRANDING STRATEGY 15

SECTION E - INSPECTION AND ACCEPTANCE 17

E.1. NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE 17

E.2. INSPECTION AND ACCEPTANCE 17

SECTION F - DELIVERIES OR PERFORMANCE 18

F.1. NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE 18

F.2. PERFORMANCE PERIOD 18

F.3. PLACE OF PERFORMANCE 18

F.4. REPORTING REQUIREMENTS 18

F.5. TASK ORDER PROCEDURES 19

F.6. 752.242-70 PERIODIC PROGRESS REPORTS (OCT 2007) 20

SECTION G - CONTRACT ADMINISTRATION DATA 22

G.1. ADMINISTRATIVE CONTRACTING OFFICE 22

G.2. CONTRACTING OFFICER’S REPRESENTATIVE (COR) 22

G.3. TECHNICAL DIRECTIONS/RELATIONSHIP WITH USAID 22

G.4. PAYING OFFICE 23

G.5. PAYMENT AND INVOICING INSTRUCTIONS 24

G.6. CONTRACTOR’S PRIMARY POINT OF CONTACT 24

G.7. ACCOUNTING AND APPROPRIATION DATA 24

SECTION H - SPECIAL CONTRACT REQUIREMENTS 25

H.1. NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE 25

H.2. 752.225-70 SOURCE AND NATIONALITY REQUIREMENTS (FEB 2012) 25

H.3. 752.7004 EMERGENCY LOCATOR INFORMATION (JUL 1997) 26

H.4. 752.7005 SUBMISSION REQUIREMENTS FOR DEVELOPMENT EXPERIENCE

DOCUMENTS (JAN 2004) 26

H.5. INSURANCE AND SERVICES 27

H.6. 752.228-70 MEDICAL EVACUATION (MEDEVAC) SERVICES (JULY 2007) 28

H.7. AUTHORIZED GEOGRAPHIC CODE 28

H.8. LANGUAGE REQUIREMENTS 28

H.9. PERSONNEL RESTRICTIONS ON COOPERATING COUNTRY NATIONALS AND

THIRD COUNTRY NATIONALS 29

H.10. 752.228-9 CARGO INSURANCE 29

H.11. 752.7034 ACKNOWLEDGMENT AND DISCLAIMER (DEC 1991) 29

H.12. CONFIDENTIALITY AND OWNERSHIP OF INTELLECTUAL PROPERTY 30

H.13. USE OF STANDARD, COMMERCIALLY AVAILABLE HARDWARE AND

SOFTWARE 30

H.14. INDEPENDENT VERIFICATION AND VALIDATION (IV&V) REVIEW 30

H.15. EXECUTIVE ORDER ON TERRORISM FINANCING 30

H.16. GOVERNMENT FURNISHED FACILITIES OR PROPERTY 31

H.17. FOREIGN GOVERNMENT DELEGATIONS TO INTERNATIONAL

CONFERENCES (JAN 2002) 31

H.18. REPORTING OF FOREIGN TAXES 31

H.19. NONDISCRIMINATION (JUN 2012) 32

H.20. USAID DISABILITY POLICY - ACQUISITION (DECEMBER 2004) 32

H.21. HOMELAND SECURITY PRESIDENTIAL DIRECTIVE -12 32

H.22. CONFLICTS OF INTEREST 33

H.23. STANDARDS OF CONDUCT -- IMPROPER BUSINESS PRACTICES 35

H.24. ORGANIZATIONAL CONFLICT OF INTEREST 35

H.25. SPECIAL CONFLICT OF INTEREST CONSIDERATIONS 36

H.26. PROHIBITION ON THE PROMOTION OR ADVOCACY OF THE LEGALIZATION

OR PRACTICE OF PROSTITUTION OR SEX TRAFFICKING (ACQUISITION)

(APRIL 2010) 36

H.27. AIDAR 752.7101 VOLUNTARY POPULATION PLANNING ACTIVITIES (JUNE

2008) 37

H.28. 752.7032 INTERNATIONAL TRAVEL APPROVAL AND NOTIFICATION

REQUIREMENTS (JAN 1990) 38

H.29. ENVIRONMENTAL COMPLIANCE 38

H.30. 752.231-71 SALARY SUPPLEMENTS FOR HG EMPLOYEES (OCT 1998) 39

H.31. DISCLOSURE OF INFORMATION 39

H.32. GENDER CONSIDERATION 39

H.33. GOVERNMENT OF KENYA LABOR MARKET POLICY (FOR TASK ORDERS

FOR WORK WITHIN KENYA) 40

PART II - CONTRACT CLAUSES 41

SECTION I - CONTRACT CLAUSES 41

I.1. NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE 41

I.2. 52.209-9 UPDATES OF PUBLICLY AVAILABLE INFORMATION REGARDING

RESPONSIBILITY MATTERS (JUL 2013) 43

I.3. 52.216-18 ORDERING (OCT 1995) 44

I.4. 52.216-19 ORDER LIMITATIONS (OCT 1995) 44

I.5. 52.216-22 INDEFINITE QUANTITY (OCT 1995) 45

I.6. 52.217-8 OPTION TO EXTEND SERVICES (NOV 1999) 45

I.7. 52.232-99 PROVIDING ACCELERATED PAYMENT TO SMALL BUSINESS

SUBCONTRACTORS (DEVIATION) (AUG 2012) 45

I.8. 52.243-7 NOTIFICATION OF CHANGES (APR 1984) 45

I.9. 52.247-67 SUBMISSION OF TRANSPORTATION DOCUMENTS FOR AUDIT (FEB

2006) 47

I.10. 752.219-70 USAID MENTOR- PROTÉGÉ PROGRAM (JUL 2007) 48

PART III LIST OF ATTACHMENTS 49

SECTION J - LIST OF ATTACHMENTS 49

PART IV REPRESENTATIONS AND INSTRUCTIONS 50

SECTION K - REPRESENTATIONS, CERTIFICATIONS, AND OTHER STATEMENTS 50

K.1. NOTICE LISTING SOLICITATION PROVISIONS INCORPORATED BY

REFERENCE 50

K.2. 52.203-2 CERTIFICATE OF INDEPENDENT PRICE DETERIMINATION (APR

1985) 50

K.3. 52.204-8 ANNUAL REPRESENTATIONS AND CERTIFICATIONS (JAN 2014) 51

K.4. INSURANCE - IMMUNITY FROM TORT LIABILITY 53

K.5. AGREEMENT ON, OR EXCEPTIONS TO, TERMS AND CONDITIONS 53

K.6. 52.209-5 CERTIFICATION REGARDING RESPONSIBILITY MATTERS (APR 2010)53

K.7. 52.209-7 INFORMATION REGARDING RESPONSIBILITY MATTERS (JUL 2013)55

K.8. 52.215-6 PLACE OF PERFORMANCE (OCT 1997) 56

K.9. 52.219-22 SMALL DISADVANTAGED BUSINESS STATUS (OCT 1999)

ALTERNATE I (JAN 2012) 56

K.10. 52.222-22 PREVIOUS CONTRACTS AND COMPLIANCE REPORTS (FEB 1999) 57

K.11. 52.222-25 AFFIRMATIVE ACTION COMPLIANCE (APR 1984) 57

K.12. 52.225-20 PROHIBITION ON CONDUCTING RESTRICTED BUSINESS

OPERATIONS IN SUDAN – CERTIFICATION (AUG 2009) 57

K.13. 52.227-15 STATEMENT OF LIMITED RIGHTS DATA AND RESTRICTED

COMPUTER SOFTWARE (DEC 2007) 58

K.14. 52.230-1 COST ACCOUNTING STANDARDS NOTICES AND CERTIFICATION

(MAY 2012) 59

K.15. 52.230-7 PROPOSAL DISCLOSURE – COST ACCOUNTING PRACTICE CHANGES

(APR 2005) 61

K.16. SIGNATURE 61

SECTION L - INSTRUCTIONS TO OFFERORS 62

L.1. NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE 62

L.2. 52.216-1 TYPE OF CONTRACT (APR 1984) 62

L.3. 52.233-2 SERVICE OF PROTEST (SEP 2006) 62

L.4. GENERAL INSTRUCTIONS TO OFFERORS 63

L.5. SUBMISSION/DELIVERY INSTRUCTIONS 63

L.6. INSTRUCTIONS FOR THE PREPARATION OF THE TECHNICAL PROPOSAL 64

L.7. INSTRUCTIONS FOR PREPARATION AND SUBMISSION OF THE

COST/BUSINESS PROPOSAL 66

SECTION M - EVALUATION FACTORS FOR AWARD 68

M.1. GENERAL INFORMATION 68

M.2. TECHNICAL EVALUATION CRITERIA 68

M.3. EVALUATION OF PRICE 69

M.4. DETERMINATION OF COMPETITIVE RANGE 70

M.5. SOURCE SELECTION 70

ATTACHMENT 1: TASK ORDER 01 71

SECTION B – SUPPLIES OR SERVICES AND PRICE/COSTS 71

SECTION C – STATEMENT OF WORK 71

SECTION D – PACKAGING AND MARKING 74

SECTION E – INSPECTION AND ACCEPTANCE 74

SECTION F – DELIVERIES OR PERFORMANCE 74

SECTION G – TASK ORDER ADMINISTRATION DATA 77

SECTION H – SPECIAL TASK ORDER REQUIREMENTS 78

SECTION I – CONTRACT CLAUSES 78

ATTACHMENT 2: TASK ORDER #2 79

SECTION B – SUPPLIES OR SERVICES AND PRICE/COSTS 79

SECTION C – STATEMENT OF WORK 79

SECTION D – PACKAGING AND MARKING 81

SECTION E – INSPECTION AND ACCEPTANCE 81

SECTION F – DELIVERIES OR PERFORMANCE 81

SECTION G – TASK ORDER ADMINISTRATION DATA 82

SECTION H – SPECIAL TASK ORDER REQUIREMENTS 82

SECTION I – CONTRACT CLAUSES 83

ATTACHMENT 3: TASK ORDER #3 84

SECTION B – SUPPLIES OR SERVICES AND PRICE/COSTS 84

SECTION C – STATEMENT OF WORK 84

SECTION D – PACKAGING AND MARKING 86

SECTION E – INSPECTION AND ACCEPTANCE 86

SECTION F – DELIVERIES OR PERFORMANCE 86

SECTION G – TASK ORDER ADMINISTRATION DATA 86

SECTION H – SPECIAL TASK ORDER REQUIREMENTS 86

SECTION I – CONTRACT CLAUSES 87

ATTACHMENT 4: TASK ORDER 04 88

SECTION B – SUPPLIES OR SERVICES AND PRICE/COSTS 88

SECTION C – STATEMENT OF WORK 88

SECTION D – PACKAGING AND MARKING 89

SECTION E – INSPECTION AND ACCEPTANCE 89

SECTION F – DELIVERIES OR PERFORMANCE 89

SECTION G – TASK ORDER ADMINISTRATION DATA 90

SECTION H – SPECIAL TASK ORDER REQUIREMENTS 90

SECTION I – CONTRACT CLAUSES 90

PART I - THE SCHEDULE

SECTION B - SUPPLIES OR SERVICES AND PRICE/COSTS

B.1. PURPOSE

The purpose of this contract is to provide evaluation services and program support services as described in detail in Section C, Statement of Work.

B.2. CONTRACT TYPE

This is a single-award, indefinite-delivery, indefinite-quantity (IDIQ) type contract. Only firm fixed-price task orders shall be issued from this IDIQ.

B.3. MINIMUM OBLIGATED AMOUNT

As required by FAR §16.504(a)(1), the minimum amount of services to be ordered under this IDIQ is $1,000,000. USAID shall be required to order, and the Contractor shall be required to furnish, the minimum amount of services.

B.4. MAXIMUM CONTRACT CEILING

This is a single award Indefinite Quantity Contract (IDIQ) with an overall ceiling price of $24,000,000.

The maximum aggregate dollar value of task orders awarded cannot exceed the contract ceiling.

B.5. REQUIREMENT TO PROVIDE SERVICES

Per FAR 16.504(a)(1), the Contractor shall furnish any additional services ordered by USAID under this contract so long as the cumulative amount of all orders does not exceed the maximum amount in Section B.4.

[END OF SECTION B]

SECTION C - DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK

C.1. BACKGROUND

The USAID/EA/Somalia Office intends to solicit and award a contract for the purpose of obtaining support for program-related services to program and technical teams.

Since the formation of the new Federal Government of Somalia (FGS) in September 2012, incremental progress toward democratic governance South Central Somalia has been made. The FGS was officially recognized by the U.S. Government (USG) in January 2013. USAID supported this recognition by providing assistance to the FGS Parliament and other political actors to promote peaceful citizen participation in political processes and strengthen the capacity of Somali institutions to carry out government functions. Opportunities to engage on issues around good governance, peace and security, and stabilization initiatives have further increased as the FGS continues to make progress in articulating its priorities through the New Deal process—a roadmap for international support for Somalia’s development—and through talks with regional administrations.

In support of the New Deal, resources for the USAID/EA/Somalia program tripled in FY 2014, outstripping workforce resources available to effectively perform assessments and rigorous analyses, gather baseline data, track results, periodically report on progress, perform evaluations, respond to ad-hoc requests for information, manage recordkeeping, and handle other project development and program office functions. All levels of personnel ceilings are constrained by a limited USG footprint in Kenya, and travel by USG staff into Somalia is extremely limited. In order to address these constraints, as well as the new demands inherent in implementation of USAID Forward, certain functions, including ones in support of various technical offices, have been identified for delivery through external contracting. This group of functions will be contracted as one support activity to reduce the burden on office staff.

The current USAID strategy to support the New Deal is to promote stabilization in Somalia through good governance, economic growth, and enhancing the delivery of basic social services. The USAID/EA/Somalia program is implementing approximately $60 million in activities in FY 2014, covering a wide range of activities in the following areas:

Peace and Security: Promoting peace and stability in Somalia by building confidence in government institutions through improved services for the Somali people.

Democracy and Governance: Supporting elections, political processes, parliament, and government formation.

Youth & Education: Empowering youth through both supply (education and skills training) and demand (economic opportunities, advocacy, and community service).

Economic Growth: Promoting economic growth and increasing livelihood opportunities.

Health: Supporting maternal and child health interventions across Somalia.

For the purposes of this statement of work (SOW), USAID/EA/Somalia Office’s monitoring and evaluation (M&E) terminology is defined with the corresponding responsibilities identified in the “Results Hierarchy” below:

RESULTS HIERARCHY

RESULTS: A general term to include all levels of consequences or possible consequences of USAID interventions, from outputs to higher-level impacts.

* “The Contractor” refers to the offeror that wins the award resulting from this Request for Proposal.

** USAID “Implementing Partners” refers to current and future awardees implementing technical activities in Somalia.

C.2. TECHNICAL SERVICES TO BE PROVIDED

The goal of this five-year contract is to support the USAID/EA/Somalia Office in meeting day to day information needs in order to make informed program management decisions, as well as to provide substantive support with qualitative, quantitative, and analytical information to assist in continually assessing and evaluating the Office’s stabilization hypothesis. It must also assist the Office with its public information goals by providing qualitative and anecdotal evidence on the effects of projects on the lives of communities and individuals.

The Contractor must support USAID/EA/Somalia Office’s coordination beyond its implementing partners to include Somali officials and other development partners in Somalia who are supporting New Deal goals. This will build awareness about informed and transparent monitoring and evaluation of projects and programs. In addition, implementing this project in close coordination with the Somali government—to conduct surveys, collect data, and otherwise contribute to M&E tasks—will directly contribute to the capacity building of Somali institutions.

C.3. TECHNICAL REQUIREMENTS

C.3.1 Expected Task Order Services

Level Results Level/ Attribution

Who develops the indicators

Responsible for collection

USG Goal (may be progress or not)

High Impact Possible affect but not attributable

USAID

Contractor*

The Contractor will submit to USAID

USAID

Development Objective (DO) [Portfolio]

Impact Probable USAID attribution possible

USAID with assistance from the Contractor

The Contractor will collect data and submit to USAID

USAID

Intermediate Results (IRs) [Project]

Outcomes USAID-attributable to a large degree

USAID

Implementing Partners**

Contractor

USAID

USAID Implementing

Partners Contractor

USAID Activities (Implementing Mechanisms)

Outputs Outcomes Full USAID attribution

USAID

Implementing Partners

USAID

USAID Implementing Partners will submit to the USAID/EA/Somalia Office Clearinghouse

Implementing Partner Interventions

Full USAID attribution

USAID

Implementing Partners

USAID Implementing Partners

Task Orders under this contract may require the following kinds of work:

Analysis and Assessment The Contractor must provide services to enable the USAID/EA/Somalia Office to conduct strategic analyses and assessments, monitor changes in the stabilization/development environment, as well as conduct sector-specific and cross-sectoral assessments.

Monitoring, Verification and Reporting (M,V&R) USG staff travel is currently limited due to security. Therefore, the Contractor must provide consistent, on-the-ground performance monitoring, verification and reporting to technical Agreement Officer’s Representatives (AORs) and Contracting Officer’s Representatives (CORs) to enable them to effectively manage their activities in spite of their travel restrictions, as well as completing reviews of specific activities, projects, and the portfolio as a whole.

These efforts are also intended to support a growing culture of transparency and accountability, to prevent or address emerging issues in a collaborative manner, and to help improve processes and collaboration;

ultimately improving the impact of activities over time. Central to this approach is the open sharing of findings with Ministries of Planning and other relevant government authorities, and their constructive engagement and participation in these monitoring efforts.

Activity locations to be monitored shall be chosen randomly by the Contractor to ensure findings are representative of the activity as a whole. At times, locations in regions of interest or those with high risk activities may be added to the list of site visits. Attachment #1 provides an overview of the current Monitoring and Evaluation Program for Somalia (MEPS) M&V approach, the current M&V tools being used, and a list of all current activity sites in Somalia (the current universe requiring M&V services).

M,V&R services will be covered under Task Order #2, which will be for one year with a planned annual re-issue to account for program growth.

Data Quality Assessments (DQAs) While AOR/CORs are responsible for conducting DQAs, the Contractor must provide any required training to USAID/EA/Somalia Office staff on this process, and must ensure all DQAs conducted are done in accordance with ADS 203 and best practices. If/when implementing partner offices and data are in locations that USAID staff cannot access, the Contractor may be asked to conduct DQA on behalf of

USAID.

Performance Management As USAID will be completing a new Regional Development Cooperation Strategy (RDCS) in 2014, the Contractor must provide the support required to update the Office Performance Management Plan (PMP), as needed, to align with the new strategy; create project logframes and M&E Plans for the USAID/EA/Somalia Office; collect baseline data at the Intermediate Results (IR) and Development Objective (DO) levels; and train/advise all IPs to create aligned logframes and M&E Plans for their activities. Annually, thereafter, the Contractor must lead the Office in reviewing and updating USAID’s PMP and M&E Plans for Somalia, and support IPs to do the same at the activity level.

It is also possible that support could be required for various Somali government entities to manage their progress under the New Deal Compact.

Evaluation The Contractor must design and manage performance and impact evaluations of individual activities and/or projects, and may also be asked to evaluate impact against IRs and/or overall stabilization/development objectives. This would be accomplished through attitudinal surveys, focus groups and other participatory methods applied to beneficiaries, communities and local organizations to evaluate progress using social, economic, political, and environmental indicators.

Data Management The Contractor must be responsible for maintaining and improving the USAID/EA/Somalia Office Clearinghouse (details provided in Attachment 2) for USAID staff and IP use. Upon contract award, the Contractor must conduct an assessment of the practical utility of the Clearinghouse to USAID and its IPs as it is currently designed and managed, and make recommendations for any required modifications (both system and business process related) to improve its utility. The initial assessment and on-going management of the Clearinghouse is included in Task Order #1, whereas any potential improvements to it shall be covered in a Task Order to be awarded after completion of the assessment.

Outreach Information The Contractor, in close coordination with USAID, must be responsible for producing website content and other publications focused on activity, IR, and DO level results, and on occasion organizing public events with the collaboration of USAID’s IPs and other stakeholders. This service will be covered under Task Order #3, which will be for one year with the possibility of an annual re-issue.

Support Services Logistical and administrative support, and facilitation services when needed, must be provided by the Contractor for USAID technical team meetings with partners or other stakeholders for the purposes of planning, monitoring, evaluating and/or learning.

C.3.2 Expected Standards

All of the work performed under this contract must be:

1) In full compliance with all USAID policies and Automated Directive System (ADS), including but not limited to the following:

ADS Series 200 and 300;

USAID’s current Country Development Cooperation Strategy (CDCS) Guidance;

USAID Evaluation Policy; and USAID Forward Guidance on Quality Evaluations.

2) In full compliance with standards outlined on the Agency Evaluation Resources Webpage.

3) Written in proper English and in plain language (see http://www.plainlanguage.gov/). Language in all contract products shall be such that non-technical readers can comprehend the information presented, and brief but sufficient background shall be included to allow someone working on similar projects in other countries to benefit from reading the product.

4) Delivered on-time as defined in each Task Order, and in accordance with all criteria outlined in each Task Order.

5) Of high quality and following best practices for the specific type of project undertaken.

For all meetings held by the Contractor with USAID or its partners, the following must apply unless waived in writing by the COR:

1) Any materials to be used for the meeting shall be provided to the COR or designate no less than three days prior to the meeting. This shall include an agenda for the meeting that provides opening comments on why the meeting has been convened, and what is hoped to be gained from the time invested by participants;

2) Any materials to be discussed in a meeting shall be distributed to all participants (directly by the Contractor) at least 48 hours prior to the meeting time;

3) Sufficient copies of any materials to be discussed will be brought to the meeting by the Contractor for all meeting participants; and

4) The Contractor shall provide a summary of decisions, actions, and follow-up requirements to the COR and directly to all meeting participants within 24 hours of the meeting's end.

All final, USAID approved evaluations, assessments, and reports produced by the Contractor must be disseminated as outlined in the Task Order and will be posted by the Contractor to the Development Evaluation Clearinghouse (DEC) within five days of USAID final approval. Products shall be posted to the DEC electronically at:

Online: http://dec.usaid.gov

C.4. PERSONNEL REQUIREMENTS

The Contractor must provide all necessary logistical support, including travel arrangements (with required USAID clearances), computer support,1 team planning facilitation, and report editing (to meet the standards above) and dissemination for its personnel for each Task Order.

The Contractor must bear primary responsibility for procurement, personnel, reporting, and other management related requirements of the contract.

C.4.1 Key Personnel

Key personal must be identified in each individual Task Order. The Contractor must have all key personnel in-country within 30 days after award of any task order, unless specified otherwise therein.

C.5. GEOGRAPHIC AREAS

The Contractor headquarters must be based in Nairobi with Contractor field monitoring staff based in Somalia. Some headquarters staff also must travel to Somalia to oversee M&V activities located in all regions where USAID develops and implements its activities in Somalia.

C.6. COORDINATION

It is crucial that this project maintain strong and close working relationships with other USG implementers in Somalia. USAID IPs will be required to coordinate with the Contractor at four levels:

(1) to provide common results information as per the USAID PMP; (2) to collaborate and facilitate the collection of outcome and impact information—both qualitative and quantitative—which will be collected and analyzed directly by the Contractor; (3) to be trained by the Contractor on the use of the

1 Computer support refers to the Contractor providing computers (laptops), all relevant software, printing ability, central processing (statistical analysis), etc. where needed for all staff working on task orders.

USAID/EA/Somalia Office’s Clearinghouse and to input required data on an on-going basis; and (4) to facilitate performance and compliance (environmental and branding) M&V of all USAID-funded activities in Somalia by the Contractor.

Specific coordinating activities, in addition to the above, shall be identified in the individual Task Orders is necessary.

[END OF SECTION C]

SECTION D - PACKAGING AND MARKING

D.1. 752.7009 MARKING (JAN 1993)

(a) It is USAID policy that USAID-financed commodities and shipping containers, and project construction sites and other project locations be suitably marked with the USAID emblem. Shipping containers are also to be marked with the last five digits of the USAID financing document number. As a general rule, marking is not required for raw materials shipped in bulk (such as coal, grain, etc.), or for semi-finished products which are not packaged.

(b) Specific guidance on marking requirements should be obtained prior to procurement of commodities to be shipped, and as early as possible for project construction sites and other project locations. This guidance will be provided through the cognizant technical office indicated on the cover page of this contract, or by the Mission Director in the Cooperating Country to which commodities are being shipped, or in which the project site is located.

(c) Authority to waive marking requirements is vested with the Regional Assistant Administrators, and with Mission Directors.

(d) A copy of any specific marking instructions or waivers from marking requirements is to be sent to the Contracting Officer; the original should be retained by the Contractor.

D.2. BRANDING POLICY

The Contractor shall comply with the requirements of the policy directives and required procedures outlined in USAID Automated Directive System (ADS) 320.3.2 “Branding and Marking in USAID Direct Contracting” (version from January 8, 2007) at http://www.usaid.gov/policy/ads/300/320.pdf; and USAID "Graphic Standards Manual" available at www.usaid.gov/branding, or any successor branding policy.

As per 320.3.2 Branding and Marking in USAID Direct Contracts, USAID policy is to require exclusive branding and marking in USAID direct acquisitions. “Exclusive Branding” means that the program is positioned as USAID’s, as showcased by the program name (e.g., “The USAID/Basic Education Program”). “Exclusive Marking” means Contractors may only mark USAID-funded programs, projects, activities, public communications, and commodities with the USAID Standard Graphic Identity and, where applicable, the host-country government or ministry symbol or another U.S. Government logo.

It is USAID’s policy that Contractors’ and subcontractors’ corporate identities or logos must not be used on USAID-funded program materials.

D.3. MARKING AND BRANDING STRATEGY

The Contractor shall submit a branding and marking plan no later than 30 days after award. The plan must be in accordance with ADS 320.3.2. The plan must be submitted to the COR for approval. The plan shall cover all activities under each individual task order.

Anticipated elements of marking plan: products, equipment and inputs delivered; places where program activities are carried out; external public communications, studies, reports, publications and informative and promotional products; and workshops, conferences, fairs, media related activities and any such events. Publications authored by Contractors or other non-USAID employees must include the following disclaimer on the title page: “The author’s views expressed in this publication do not necessarily reflect the views of the United States Agency for International Development or the United States Government.”

Threats and restrictions to the security of the program need to be identified and assessed in order to request any necessary exception from the marking requirement in accordance with ADS 320.3.2.

USAID’s web page contains the electronic version of the Graphic Standards Manual that is compulsory for all Contractors. Marking under this contract shall comply with the “USAID Graphics Standards Manual” available at http://www.usaid.gov/branding/acquisition.html or any successor branding policy.

[END OF SECTION D]

SECTION E - INSPECTION AND ACCEPTANCE

E.1. NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

The following contract clauses pertinent to this section are hereby incorporated by reference (by Citation Number, Title, and Date) in accordance with the clause at FAR "52.252-2 CLAUSES INCORPORATED BY REFERENCE" in Section I of this contract. See FAR 52.252-2 for an internet address (if specified) for electronic access to the full text of a clause.

NUMBER TITLE DATE

52.246-4 INSPECTION OF SERVICES—FIXED PRICE (AUG 1996)

E.2. INSPECTION AND ACCEPTANCE

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

USAID/East Africa c/o American Embassy United Nations Avenue, Gigiri Nairobi Kenya or at any other location where the services are performed and reports and deliverables or outputs are produced or submitted. The COR listed in Section G, unless another is named in the individual task order, has been delegated authority to inspect and accept all services, reports and required deliverables or outputs.

[END OF SECTION E]

SECTION F - DELIVERIES OR PERFORMANCE

F.1. NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

The following contract clauses pertinent to this section are hereby incorporated by reference (by Citation Number, Title, and Date) in accordance with the clause at FAR "52.252-2 CLAUSES INCORPORATED BY REFERENCE" in Section I of this contract. See FAR 52.252-2 for an internet address (if specified) for electronic access to the full text of a clause.

NUMBER TITLE DATE

52.242-15 STOP-WORK ORDER AUG 1989

F.2. PERFORMANCE PERIOD

a. The period of performance for the contract is five years from the date of award.

b. The ordering period is five years from the date of award.

c. Task orders may not continue after the end date of the IDIQ period of performance.

Under no circumstances may a task order exceed five years. Further, a task order modification for ceiling increases must be undertaken prior to the end date specified in paragraphs a. and b. above.

Otherwise, the task order ceiling increase would need to be justified in accordance with FAR part 6 and undergo the respective clearance procedures.

For any task order that needs to extend beyond the end date in a paragraph c., the task order would need to be justified in accordance with FAR part 6 as a sole source contract matter and undergo the respective clearance procedures.

d. If in the rare circumstance the IDIQ period is extended in accordance with FAR part 6 justification and undergo the respective clearance procedures, the corresponding dates for paragraphs a. – c. above will be provided in the IDIQ modification.

F.3. PLACE OF PERFORMANCE

The place of performance under this contract is Kenya and Somalia.

F.4. REPORTING REQUIREMENTS

Reports and deliverables or outputs shall be specified in each individual Task Order. All reports are subject to approval by the COR.

F.4.1 All reports and other deliverables produced by the Contractor and submitted to USAID must:

(a) Be written in Plain English, as defined at http://www.plainlanguage.gov/, with correct spelling and grammar

(b) Be properly edited, including but not limited to spelling, grammar, and formatting

(c) Be submitted on time

(d) Comply with the standards at Section C.3.2

(e) Be submitted electronically using Microsoft Word, Excel, or PowerPoint software, unless otherwise indicated in the Task Order.

(f) Be accurate with all data substantiated

(g) The cover page of all deliverables must include the USAID Identity prominently displayed, the IDIQ and Task Order 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 number of the person submitting the materials.

The contractor shall NOT prepare Agency reports such as the Annual Report or Congressional Budget Justification.

F.4.2 Short-term Consultants’ Reports

When short-term consultants are requested by USAID, the consultant(s) hired by the Contractor shall brief USAID at the end of the consultancy on key activities, issues, and findings. The Contractor must submit a draft report against the SOW prior to the departure of the consultant that includes observations made by the expert, any significant issues identified, follow-on activities recommended, and names and titles of all assignment-related contacts.

F.4.4 Progress Reporting

Status updates shall be provided as requested by the COR or individual Task Orders.

F.5. TASK ORDER PROCEDURES

When USAID identifies a requirement which can be met via an order off of this IDIQ, the CO shall submit a request for task order proposal (RFTOP) to the Contractor. The RFTOP may include a full Statement of Work (SOW) or may only contain a Statement of Objectives (SOO) which outlines the basic requirement. Once the Contractor receives an RFTOP with a SOO, the Contractor must submit a proposal within 30 days. If a complete SOW is provided in the RFP, the Contractor must submit a proposal within 15 days.

The proposal shall outline how the Contractor will accomplish the work, including the timeline for completion, and shall include the proposed methodology to be used, including: an indication of the sampling methods and techniques; the type of participatory data collection methods and tools to be applied; the profile, selection process, and training–including training materials—of the survey team(s) and supervisory survey staff. The methodology shall also include a description of quality control processes and the design and elaboration of survey data entry systems. Evaluations will include both performance and impact evaluations.

The Contractor shall propose a fixed price to perform all required work in the RFTOP and shall include a breakout of each element of cost in order to determine if the overall price is fair and reasonable. For negotiation purposes, USAID can conduct price analysis on the individual elements of cost to determine if there is any unbalanced pricing or determine individual areas for savings. The following is required/applies to RFTOP price proposals:

Level of effort and daily rates of consultants or staff that are required to complete the task order and deliver the end product/service must be detailed.

Biographical Data Sheet (USAID Form 1420-1.7) for all personnel or consultants proposed in each Task Order must be provided. The BioData Sheets must be complete and properly certified and signed by both the employee and the Contractor. Salaries/daily rates proposed must be in line with BioData Sheets.

Employee/consultant base salaries/rates must not exceed the USAID Contractor Salary Threshold (USAID CST) stated in USAID Automated Directives System (ADS) Chapter 302 USAID Direct Contracting.

All daily rates for consultants or employees must be shown as unburdened in the budget.

Cooperating country nationals (CCN’S) and third country nationals (TCN’s) must be extended the same benefits, and be subject to the same restrictions as TCN’s and CCN’s employed as direct hires by the USAID Mission. Compensation, including merit or promotion increases paid to TCN’s and CCN’s may not exceed the prevailing compensation paid to personnel performing comparable work in the cooperating country as determined by the USAID Mission. TCN’s and CCN’s, hired abroad for work in a cooperating country, are not eligible for allowances.

Other direct costs such as travel may be included as needed in the task orders.

Only economy class travel must be budgeted – any other fare will not be considered reasonable.

All per diem rates must be in accordance with the Department of State Standardized Regulations

(DSSR)

If a task order requires long term expatriate personnel, the allowances authorized by State Department regulations can be budgeted via a separate line item as part of the build of the total task order fixed price.

The Contractor may include indirect costs, but they may not exceed the Contractor’s Negotiated Indirect Cost Rate Agreement (NICRA) or other documentation from its cognizant Government Audit Agency, which must be provided with the price proposal. If the Contractor does not have a NICRA or a cognizant Government Audit Agency, the Contractor must break out and show all costs considered indirect as direct costs.

Any profit proposed must be adequately justified with the rationale supported by application of the profit‐analysis factors in accordance with FAR 15.404-4.

The Contractor must provide a narrative discussing the different elements of cost to adequately justify the total price. Any assumptions must be clearly stated.

The budget must be provided in Excel, with all formulas shown, and it must not be password protected. The narrative must be provided in Microsoft Word.

For Task Orders in excess of $700,000, the TOCO will require certified cost or pricing data in accordance with FAR 52.215-20 (this does not apply to Task Orders 1-4).

F.6. 752.242-70 PERIODIC PROGRESS REPORTS (OCT 2007)

(a) The Contractor shall prepare and submit progress reports as specified in Section F.4 and in individual Task Orders. These reports are separate from the interim and final performance evaluation reports prepared by USAID in accordance with FAR 42.15 and internal Agency procedures, but they may be used by USAID personnel or their authorized representatives when evaluating the Contractor's performance.

(b) During any delay in furnishing a progress report required under this contract, the contracting officer may withhold from payment an amount not to exceed US$25,000 (or local currency equivalent) or

5 percent of the amount of this contract, whichever is less, until such time as the Contractor submits the report or the contracting officer determines that the delay no longer has a detrimental effect on the Government's ability to monitor the Contractor's progress.

[END OF SECTION F]

SECTION G - CONTRACT ADMINISTRATION DATA

G.1. ADMINISTRATIVE CONTRACTING OFFICE

The Administrative Contracting Office is:

Regional Acquisition and Assistance Office c/o American Embassy United Nations Avenue, Gigiri Nairobi, Kenya

International Address:

Regional Acquisition and Assistance Office

United Nations Avenue, Gigiri PO Box 629, Village Market 00621

G.2. CONTRACTING OFFICER’S REPRESENTATIVE (COR)

The Contracting Officer’s Representative is TBD.

G.3. TECHNICAL DIRECTIONS/RELATIONSHIP WITH USAID

(a) Technical Directions 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 technical portions of the work statement;

(3) Review and, where required, provide written approval of technical reports 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 COR is authorized by designation 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 shall be signed as "Contracting Officer’s Representative" 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) Obtain necessary security clearance and appropriate identification if access to Government facilities is required. If to be provided, ensure that Government furnished property is available when required.

LIMITATIONS: The COR is not empowered to award, agree to, or sign any contract (including task orders) or modifications thereto, or in any way to obligate the payment of money by the Government. The COR 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 shall be made only by the Contracting Officer.

(c) The COR is required to meet quarterly/semi-annually/annually with the Contractor and the Contracting Officer concerning performance of items delivered under this contract and any other administration or technical issues. Telephonic reports may be made if no problems are being experienced. Problem areas should be brought to the immediate attention of the Contracting Officer.

(d) In the absence of the designated COR, the COR may designate someone to serve as COR in their place. However, such action to direct an individual to act in the COR's stead shall immediately be communicated to the Contractor and the Contracting Officer.

(e) 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 COR shall 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.

(f) Failure by the Contractor to report to the Administrative Contracting Office, any action by the Government considered to 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.

G.4. PAYING OFFICE

The paying office for this contract is:

USAID/EA/RFMS

United Nations Ave. Gigiri

P.O. Box 629, Village Market-00621

E‐mail: nairobirfmcpayments@usaid.gov

G.5. PAYMENT AND INVOICING INSTRUCTIONS

Soft or Electronic copies of the invoice shall be sent to nairobirfmcpayments@usaid.gov with a copy to the COR’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.

The SF-1034 must be signed, The invoice must provide the bank account details which should include the bank account number, the bank name and address, the SWIFT Code and the ABA number.

Task Orders with a POP of 4 months or less: Unless stated otherwise in the Task Order, the

Contractor shall invoice for the full price upon delivery and acceptance of final deliverable.

Task Orders with a POP over 4 months: Unless stated otherwise in the Task Order, the Contractor shall invoice on a monthly basis, and payments shall be calculated by dividing the total price of the order by the number of months in the POP.

G.6. CONTRACTOR’S PRIMARY POINT OF CONTACT

TBD

G.7. ACCOUNTING AND APPROPRIATION DATA

Accounting and appropriations data shall be included in each task order.

[END OF SECTION G]

SECTION H - SPECIAL CONTRACT REQUIREMENTS

H.1. NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

The following contract clauses pertinent to this section are hereby incorporated by reference (by Citation Number, Title, and Date) in accordance with the clause at FAR "52.252-2 CLAUSES INCORPORATED BY REFERENCE" in Section I of this contract. See FAR 52.252-2 for an internet address (if specified) for electronic access to the full text of a clause.

NUMBER TITLE DATE

752.7027 PERSONNEL DEC 1990

H.2. 752.225-70 SOURCE AND NATIONALITY REQUIREMENTS (FEB 2012)

(a) Except as may be specifically approved by the Contracting Officer, the Contractor must procure all commodities (e.g., equipment, materials, vehicles, supplies) and services (including commodity transportation services) in accordance with the requirements at 22 CFR Part 228 “Rules on Procurement of Commodities and Services Financed by USAID Federal Program Funds.” The authorized source for procurement is Geographic Code 937 unless otherwise specified in the schedule of this contract.

Guidance on eligibility of specific goods or services may be obtained from the Contracting Officer.

(b) Ineligible goods and services. The Contractor must not procure any of the following goods or services under this contract:

(1) Military equipment

(2) Surveillance equipment

(3) Commodities and services for support of police and other law enforcement activities

(4) Abortion equipment and services

(5) Luxury goods and gambling equipment, or

(6) Weather modification equipment.

(c) Restricted goods. The Contractor must obtain prior written approval of the Contracting Officer or comply with required procedures under an applicable waiver as provided by the Contracting Officer when procuring any of the following goods or services:

(1) Agricultural commodities,

(2) Motor vehicles,

(3) Pharmaceuticals and contraceptive items

(4) Pesticides,

(5) Fertilizer,

(6) Used equipment, or

(7) U.S. government-owned excess property.

If USAID determines that the Contractor has procured any of these specific restricted goods under this contract without the prior written authorization of the Contracting Officer or fails to comply with required procedures under an applicable waiver as provided by the Contracting Officer, and has received payment for such purposes, the Contracting Officer may require the contractor to refund the entire amount of the purchase.

H.3. 752.7004 EMERGENCY LOCATOR INFORMATION (JUL 1997)

The Contractor agrees to provide the following information to the Mission Administrative Officer on or before the arrival in the host country of every contract employee or dependent:

(1) The individual's full name, home address, and telephone number.

(2) The name and number of the contract, and whether the individual is an employee or dependent.

(3) The Contractor's name, home office address, and telephone number, including any after-hours emergency number(s), and the name of the Contractor's home office staff member having administrative responsibility for the contract.

(4) The name, address, and telephone…