Attachment 02 of Amendment 01.docx

SOL 656-12-000001: Amendment 01 Attachment 02

SECTION E - INSPECTION AND ACCEPTANCE

E.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE (p. 33)

FAR CLAUSES REMOVED:

52.246-2 INSPECTION OF SUPPLIES—FIXED PRICE AUG 1996

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

SECTION I - CONTRACT CLAUSES

NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE (p. 54)

FAR CLAUSE REMOVED:

52.237-9 WAIVER OF LIMITATION ON SEVERANCE PAYMENTS TO FOREIGN NATIONALS—AUG 2003

L.8 INSTRUCTIONS FOR THE PREPARTION OF THE TECHNICAL PROPOSAL

(c) The following attachments are authorized and will not be counted towards the 30 page limitation specified above:

1. Cover Letter;

2. Executive Summary (Maximum 1 page);

3. Table of Contents;

4. Acronym List;

5. Dividers;

6. Draft Performance and Local Capacity Building Work Plan (see Section L.8);

7. Draft Start-up Work Plan with sequencing of key activities and program milestones for the first 100 days after contract award (See Section F.3);

8. Résumés or curriculum vitae of personnel as specified (See Section L.8(B);

9. Letters of Commitment for all proposed Key Personnel;

10. Corporate capability statements, including roles and responsibilities of the core team;

11. Organizational charts with position descriptions;

12. Description of and rationale for selecting potential subcontractors (See Section L.8.C);

13. Contractor Past Performance Information – Short Form for each contract or subcontract listed (see Attachment J.6);

14. Three to five references for Key Personnel; and

15. Branding Implementation Plan (see Attachment J.7)

L.9 INSTRUCTIONS FOR THE PREPARATION OF THE COST PROPOSAL

The Cost/Business Proposal should contain the following components in the order set forth below.

(a) Offerors shall fill out the SF33, entitled “Solicitation and Award,” and place this completed form in the front of its Cost Proposal.

(b) Each offeror shall provide an overall summary budget for the contract period. In addition, a detailed budget for each CLIN listed in Section B is required. Supporting information should be provided in sufficient detail to allow a complete analysis of each line item cost. This is to include a complete breakdown of the cost elements associated with each CLIN and those costs associated with any proposed subcontract. The budgets should be specific for the line item for the entire period per CLIN and on an annual basis for each line item. It is expected that offerors shall provide this information through the use of detailed spreadsheets and budget notes. The following guidance is provided for the use of the offerors in developing these documents; however, offerors should keep in mind that it is their responsibility to ensure that the information provided is sufficient to provide a basis for USAID to determine that the costs proposed are reasonable and realistic. Please also note that USAID expects contractors to propose reasonable and minimal costs for office space, furnishings and related administrative inputs. Any excessive or “luxury” inputs proposed in the cost proposal shall not be considered.

For each CLIN identified below and in Section B, offerors will be asked to include an itemized budget in support of those CLINs in accordance with Agency policy. Please refer to Attachment J.11.

Information to be included in the itemized budget:

1. Salary and Wages Direct salaries and wages should be proposed in accordance with the contractor's personnel policies, supported by biographical data information.

2. Fringe Benefits If the contractor 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 so approved, the proposal should propose a rate and explain how the rate was determined. If the latter is used, the narrative should 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.

3. Travel and Transportation The proposal should indicate the number of trips, domestic and international, and the estimated costs per trip. Specify the origin and destination for each proposed trip, duration of travel, and number of individuals traveling. Per diem should be based on the offeror's normal travel policies (offerors may choose to refer to the Federal Standardized Travel Regulations for cost estimates).

4. Equipment – Specify all equipment to be purchased, including the type of equipment, the manufacturer, the unit cost, the number of units to be purchased and the expected geographic source. Goods and services provided by the Contractor under this USAID-financed award are expected to be subject to the 935 Geographic Code.

5. Materials and Supplies – Specify all materials and supplies expected to be purchased, including type, unit cost and units.

6. Communications – Specific information regarding the type of communication cost at issue (i.e. mail, telephone, cellular phones, internet etc.) must be included in order to allow an assessment of the realism and reasonableness of this types of costs.

7. Subcontracts/Consultants – Information sufficient to determine the reasonableness of the cost of each specific subcontract and consultant expected to be hired must be included. Similar information should be provided for all consultants as is provided under the category for personnel.

8. Allowances – Allowances should be broken down by specific type and by person. Allowances should be in accordance with the offeror’s policies and the applicable regulations and policies.

9. Direct Facilities Costs – Specific information regarding the cost of any facilities needed to perform program activities. The information provided should include the unit cost (rent), the time period the facilities are needed and the number of facilities. Only facilities that directly benefit the program activities should be included in this category; all other facility costs should be included in the indirect cost category.

10. Other Direct Costs This includes report preparation costs, passports and visas fees, medical exams and inoculations, insurance (other than insurance included in the offeror's fringe benefits, as well as any other miscellaneous costs which directly benefit the program proposed by the offeror. The narrative should provide a breakdown and support for all other direct costs. If seminars and conferences are included, the offeror should indicate the subject, venue and duration of proposed conferences and seminars, and their relationship to the objectives of the program, along with estimates of costs.

11. Indirect Costs The offeror should support the proposed indirect cost rate with a letter from a cognizant U.S. Government audit agency or with sufficient information for USAID to determine the reasonableness of the rates. (For example, a breakdown of labor bases and overhead pools, the method of determining the rate, a description of all costs in the pools etc.).

(c) If the contractor is a joint venture or partnership, the business management proposal must include a copy of the agreement between the parties to the joint venture/partnership. The agreement will include a full discussion of the relationship between the firms including identification of the firm which will have responsibility for negotiation of the contract, which firm will have accounting responsibility, how work will be allocated, overhead calculated, and profit shared, and the express agreement of the principals thereto to be held jointly and severally liable for the acts or omissions of the other.

(d) Detail of the offeror's management structure as it relates to performance of services described in Section C.

(e) The representations and certifications, as set forth in Section K of this solicitation, with the last page signed.

(f) Audited balance sheets and profit and loss statements or if not available, returns as submitted to Federal tax authorities for the offeror's last two complete fiscal years and for the current fiscal year as of 30 days prior to proposal submission. (The balance sheets and profit and loss statements for the current fiscal year may be unaudited.) The profit and loss statements should include details of the total cost of services sold, and be annotated by either the auditor or offeror to delineate the offeror's indirect expense pool(s) and customary indirect cost distribution base(s).

(g) A copy of the offeror's personnel policies in effect at the time the offer is submitted.

(h) A copy of the offeror's travel policies in effect at the time the offer is submitted.

(i) Clear explanation of budget narrative for all cost items/categories including staff, consultants, sub-contracting and material handling costs.

(j) How the proposal addresses the local support/logistical/office arrangements in an efficient manner.

(k) How the proposal sets forth the rationale for optimal mix of personnel and the use of rates.

(l) How the proposal addresses USAID reporting and audit requirements and demonstrated and effective use of computerized cost control and accounting systems.

(m) Proposed rationale for number and duration of technical assistance trips during the contract.