72062020R00012 Amendment 0003 solicitation.pdf

Amendment Number 0003 Issuance Date: October 21, 2020 Date Issued: September 23, 2020 Deadline for Questions: October 7, 2020 Closing Date: November 6, 2020 Closing Time: 4:00 p.m. Nigeria local time

Subject: Request for Proposal (RFP) SOL -72062020R00012 – Monitoring, Evaluation and Learning (MEL) Support Activity

Dear Prospective Offerors:

The U.S. Agency for International Development (USAID) seeks proposals from qualified small business organizations interested in providing Monitoring, Evaluation and Learning (MEL) Support services in support of ongoing USAID/Nigeria Projects as detailed in the attached solicitation.

Pursuant to Part 19 of the Federal Acquisition Regulation (FAR), Small Business Programs, this solicitation is restricted to small business organizations described therein. This Procurement will be conducted within the authority of FAR Part 15 and the selection of an award will be determined by using the best value continuum pursuant to FAR Part 15.101.

USAID/Nigeria anticipates awarding a Cost-Plus-Fixed-Fee (CPFF) completion type contract, with a total estimated cost range between $17 to $19.9 million for a period of five (5) years.

Revealing the cost range does not imply that Offerors should strive to meet the maximum.

Offerors must propose costs that are realistic and reasonable for the work described in Section C of this solicitation.

The North American Industry Classification System (NAICS) code for this acquisition is 541990

- All Other Professional, Scientific and Technical Services. The small business size standard is $16.5 million. The authorized geographic code for the prime contractor of this procurement is 937 (the United States, the recipient country, and developing countries other than advanced developing countries, but excluding any country that is a prohibited source).

To facilitate a timely response, all questions and requests for clarification regarding this solicitation must be submitted electronically by the due date indicated above to the following Email: abujasolicitations@usaid.gov. If substantive questions are received which affect the response to the solicitation, or if changes are made to the closing date and time, as well as other aspects of the RFP, this solicitation will be amended. Any amendments to this solicitation will be issued and posted on the Official U.S. Government Website beta.sam.gov under Contract Opportunities. Offerors are encouraged to check this website (https://beta.sam.gov/) periodically as acknowledgement of any such amendment is required to accompany the Offeror’s proposal.

mailto:abujasolicitations@usaid.gov mailto:abujasolicitations@usaid.gov https://beta.sam.gov/

SOL-No. 72062020R00012 Amendment #0003

Monitoring, Evaluation and Learning Support (MEL Support) Activity

The Offerors interested in this solicitation must make sure that it is downloaded in its entirety.

USAID bears no responsibility for data errors resulting from download or conversion processes.

You are advised to read this solicitation in its entirety. Pursuant to Block 12 of Standard Form 33 of this RFP, USAID requires that offers remain valid for 180 calendar days from the RFP closing date. Offerors’ proposals must be submitted as prescribed in Section L and evaluated per Section M “Evaluation Factors for Award” and based on the date and time as stated in this cover letter. Proposals received after the closing date and time will be processed as late and handled in accordance with FAR 52.215-1. Failure to comply with the submission date and time will deem any submission unacceptable and it will not be reviewed nor evaluated. Faxed proposals are not acceptable, nor will they be reviewed nor evaluated

Issuance of this solicitation does not in any way obligate the U.S. Government to award a contract, nor does it commit the U.S. Government to pay for costs incurred in the preparation and submission of a proposal. FAR 52.232-22 - Limitation of Funds applies to this award. The Government reserves the right to reject any and all offers, if such action is considered to be in the best interest of the U.S. Government.

Thank you for your interest in USAID programs.

Sincerely, Cheryl Hodge-Snead, Contracting Officer

Attachment: RFP Solicitation Number 72062020R00012

72062020R00012

SOLICITATION, OFFER AND AWARD

4. TYPE OF SOLICITATION2. CONTRACT NUMBER 3. SOLICITATION NUMBER

7. ISSUED BY CODE 8. ADDRESS OFFER TO (If other than Item 7)

ORDER UNDER DPAS (15 CFR 700)

6. REQUISITION/PURCHASE NUMBER

NOTE: In sealed bid solicitations "offer" and "offeror" mean "bid" and "bidder".

NEGOTIATED (RFP)

SEALED BID (IFB)

5. DATE ISSUED

1. THIS CONTRACT IS A RATED RATING PAGE OF PAGES

1 150

C. E-MAIL ADDRESS

EXT.NUMBERAREA CODE

B. TELEPHONE (NO COLLECT CALLS)A. NAME

10. FOR

INFORMATION

CALL:

CAUTION: LATE Submissions, Modifications, and Withdrawals: See Section L, Provision No. 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

(Date)(Hour) local timeuntildepository located in copies for furnishing the supplies or services in the Schedule will be received at the place specified in Item 8, or if hand carried, in the

SOLICITATION

9. Sealed offers in original and

PART IV - REPRESENTATIONS AND INSTRUCTIONS

OTHER STATEMENTS OF OFFERORS

EVALUATION FACTORS FOR AWARD

INSTRS., CONDS., AND NOTICES TO OFFERORS

REPRESENTATIONS, CERTIFICATIONS AND

LIST OF ATTACHMENTS

CONTRACT CLAUSES

PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACH.

I

J

K

L

M SPECIAL CONTRACT REQUIREMENTS

CONTRACT ADMINISTRATION DATA

DELIVERIES OR PERFORMANCE

INSPECTION AND ACCEPTANCE

PACKAGING AND MARKING

DESCRIPTION/SPECS./WORK STATEMENT

SUPPLIES OR SERVICES AND PRICES/COSTS

SOLICITATION/CONTRACT FORM

PART II - CONTRACT CLAUSESPART I - THE SCHEDULE

H

G

F

E

D

C

B

A

SEC. DESCRIPTION PAGE(S) (X) DESCRIPTION SEC. (X)

11. TABLE OF CONTENTS

18. OFFER DATE17. SIGNATURE

SUCH ADDRESS IN SCHEDULE.

IS DIFFERENT FROM ABOVE - ENTER

15C. CHECK IF REMITTANCE ADDRESS

EXT.NUMBERAREA CODE

15B. TELEPHONE NUMBER

(Type or print)AND

ADDRESS

OF

OFFEROR

CODE FACILITY

16. NAME AND TITLE OF PERSON AUTHORIZED TO SIGN OFFER15A. NAME

DATEAMENDMENT NO.DATEAMENDMENT NO.

and related documents numbered and dated):

amendments to the SOLICITATION for offerors

(The offeror acknowledges receipt of

14. ACKNOWLEDGEMENT OF AMENDMENTS

CALENDAR DAYS (%)30 CALENDAR DAYS (%)20 CALENDAR DAYS (%)10 CALENDAR DAYS (%)

(See Section I, Clause No. 52.232.8)

13. DISCOUNT FOR PROMPT PAYMENT

designated point(s), within the time specified in the schedule.

by the offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the price set opposite each item, delivered at the

NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

OFFER (Must be fully completed by offeror)

IMPORTANT - Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice.

28. AWARD DATE

(Signature of Contracting Officer)

27. UNITED STATES OF AMERICA

25. PAYMENT WILL BE MADE BY

26. NAME OF CONTRACTING OFFICER (Type or print)

CODE 24. ADMINISTERED BY (If other than Item 7)

ITEM

(4 copies unless otherwise specified)

23. SUBMIT INVOICES TO ADDRESS SHOWN IN

41 U.S.C. 253 (c) ( 10 U.S.C. 2304 (c) (

22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION:

21. ACCOUNTING AND APPROPRIATION20. AMOUNT19. ACCEPTED AS TO ITEMS NUMBERED

AWARD (To be completed by government)

CODE

10/21/2020 X

720620

USAID/Nigeria USAID/Nigeria Plot 1075 Diplomatic Drive Central District Area Abuja, Nigeria 00000

1600 A 11/06/2020

Maryam Abdullahi mabdullahi@usaid.gov

X

X

X

X

X

X

X

X

X

X

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PAGE(S)

Cheryl Hodge-Snead

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition is unusable

STANDARD FORM 33 (Rev. 9-97)

Prescribed by GSA - FAR (48 CFR) 53.214(c)

12. In compliance with the above, the undersigned agrees, if this offer is accepted within _____180_________ calendar days (60 calendar days unless a different period is inserted

TABLE OF CONTENTS

List of Abbreviations and Acronyms

PART I – THE SCHEDULE

SECTION B – SUPPLIES OR SERVICES AND PRICE/COST

B.1 PURPOSE

B.2 CONTRACT TYPE AND SERVICES

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

B.4 INDIRECT COSTS

B.5 ADVANCE UNDERSTANDING ON CEILING INDIRECT COST RATES AND FINAL

REIMBURSEMENT FOR INDIRECT COSTS

B.6 COST REIMBURSABLE

B.7 FIXED FEE SCHEDULE

B.8 MULTI-YEAR CONTRACT

SECTION C - DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK

MONITORING, EVALUATION AND LEARNING SUPPORT (MEL SUPPORT)

ACTIVITY

C.1 INTRODUCTION

C.2 OBJECTIVE

C.3 BACKGROUND INFORMATION

C.4 TASKS

C.5 SPECIAL REQUIREMENTS

C.6 REFERENCE MATERIALS

C.7 TECHNICAL EXPERTISE REQUIREMENTS

SECTION D – MARKING AND BRANDING

D.1 AIDAR 752.7009 MARKING (JAN 1993)

D.2 BRANDING AND MARKING POLICY

D.3 BRANDING AND MARKING IN USAID’S DIRECT CONTRACTS

D.4 BRANDING IMPLEMENTATION PLANS FOR CONTRACTS

SECTION E - INSPECTION AND ACCEPTANCE

E.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

E.2 INSPECTION AND ACCEPTANCE

E.3 MONITORING AND EVALUATION PLAN/PERFORMANCE STANDARDS

SECTION F - DELIVERIES OR PERFORMANCE

F.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

F.2 PERIOD OF PERFORMANCE

F.3 PLACE OF PERFORMANCE

F.4 PERFORMANCE STANDARDS

F.5 CONTRACTOR PERSONNEL

F.6 REPORTING AND DELIVERABLES OR OUTPUTS

F.7 AIDAR 752.242-70 PERIODIC PROGRESS REPORTS (OCT 2007)

F.8 AIDAR 752.7005 SUBMISSION REQUIREMENTS FOR DEVELOPMENT

SECTION G - CONTRACT ADMINISTRATION DATA

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

G.2 CONTRACTING OFFICE

G.3 CONTRACTING OFFICER REPRESENTATIVE (COR)

G.4 PAYING OFFICE

G.5 INVOICING INSTRUCTIONS

G.6 ACCOUNTING AND APPROPRIATION DATA

G.7 TECHNICAL DIRECTIONS/RELATIONSHIP WITH USAID

SECTION H – SPECIAL CONTRACT REQUIREMENTS

H.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

H.2 AIDAR 752.209-71 ORGANIZATIONAL CONFLICTS OF INTEREST DISCOVERED

AFTER AWARD (JUN 1993)

H.3 AIDAR 752.211-70 LANGUAGE AND MEASUREMENT (JUNE 1992)

H.4 AIDAR 752.222-70 USAID DISABILITY POLICY (DEC 2004)

H.5 AIDAR 752.225-70 SOURCE AND NATIONALITY WAIVER REQUIREMENTS (FEB

2012)

H.7 AIDAR 752.245-71 TITLE TO AND CARE OF PROPERTY (APR 1984)

H.8 AIDAR 752.7004 EMERGENCY LOCATOR INFORMATION (JUL 1997)

H.9 AIDAR 752.7007 PERSONNEL COMPENSATION (JUL 2007)

H.10 LABOR

H.11 AIDAR 752.7031 LEAVE AND HOLIDAYS (OCT 1989)

H.12 EXECUTIVE ORDERS ON TERRORISM FINANCING

H.13 AIDAR 752.7032 INTERNATIONAL TRAVEL APPROVAL AND NOTIFICATION

REQUIREMENTS (APR 2014)

H.14 BUSINESS CLASS TRAVEL

H.15 CONSENT TO SUBCONTRACT

H.16 ELECTRONIC PAYMENTS SYSTEM

H.17 ENVIRONMENTAL COMPLIANCE

H.18 COMPLIANCE WITH THE TRAFFICKING VICTIMS PROTECTION

REAUTHORIZATION ACT

H.19 AIDAR 752.7034 ACKNOWLEDGEMENT AND DISCLAIMER (DEC 1991)

H.20 ADS 302.3.5.19 USAID-FINANCED THIRD-PARTY WEB SITES (NOV 2017)

H.21 INFORMATION SYSTEM SECURITY

H.22 ADS 302.3.5.21 SUBMISSION OF DATASETS TO THE DEVELOPMENT DATA

LIBRARY (DDL) (OCTOBER 2014)

H.23 COMPLIANCE WITH SECTION 508 OF THE REHABILITATION ACT OF 1973, AS

AMENDED

H.24 752.7101 VOLUNTARY POPULATION PLANNING ACTIVITIES (JUNE 2008) (AAPD

08-01)

H.25 PROHIBITION OF ASSISTANCE TO DRUG TRAFFICKERS

SECTION I – CONTRACT CLAUSES

I.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

1.2 FAR 52.204-1 APPROVAL OF CONTRACT (DEC 1989)

I.3 FAR 52.204-25 PROHIBITION ON CONTRACTING FOR CERTAIN

1.4 FAR 52.222-35 EQUAL OPPORTUNITY FOR VETERANS (OCT 2015)

1.5 FAR 52.222-36 EQUAL OPPORTUNITY FOR WORKERS WITH DISABILITIES (JUL

2014)

I.6 AIDAR 752.219-70 USAID MENTOR-PROTÉGÉ PROGRAM (JULY 2007)

1.7 FAR 52.222.50 COMBATING TRAFFICKING IN PERSONS (MAR 2015)

I.8 AIDAR 752.222-71 NONDISCRIMINATION (JUNE 2012)

I.9 AIDAR 752.228-3 WORKERS COMPENSATION INSURANCE (DEFENSE BASE

ACT) (DBA) (DEC 1991)

I.10 AIDAR 752.228-70 MEDICAL EVACUATION (MEDEVAC) SERVICES

I.11 AIDAR 752.229-71 REPORTING OF FOREIGN TAXES (JULY 2007)

I.12 752.231-72 Conference Planning and Required Approval (Aug 2013) [DEVIATION

I.13 AIDAR 752.7036 USAID IMPLEMENTING PARTNER NOTICES (IPN) PORTAL FOR

ACQUISITION (JULY 2014)

I.14 AIDAR 752.7038 NONDISCRIMINATION AGAINST END-USERS OF SUPPLIES AND

SERVICES (OCT 2016)

PART III – LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS

SECTION J - DOCUMENT, EXHIBITS AND OTHER ATTACHMENTS

SECTION K – REPRESENTATION, CERTIFICATIONS, AND OTHER

STATEMENTS OF OFFERORS

K.1 NOTICE LISTING SOLICITATION PROVISIONS INCORPORATED BY

REFERENCE

K.2 FAR 52.203-11 CERTIFICATION AND DISCLOSURE REGARDING PAYMENTS TO

INFLUENCE CERTAIN FEDERAL TRANSACTIONS (SEP 2007)

K.3 FAR 52.203-18 PROHIBITION ON CONTRACTING WITH ENTITIES THAT

REQUIRE CERTAIN INTERNAL CONFIDENTIALITY AGREEMENTS-

REPRESENTATION (JAN 2017)

K.5 FAR 52.204-8 ANNUAL REPRESENTATIONS AND CERTIFICATIONS

K.6 FAR 52.204-19 INCORPORATION BY REFERENCE OF REPRESENTATIONS AND

CERTIFICATIONS (DEC 2014)

K.7 FAR 52.204-24 REPRESENTATION REGARDING CERTAIN

TELECOMMUNICATIONS AND VIDEO SURVEILLANCE SERVICES OR EQUIPMENT

(AUG 2020)

K.8 AGREEMENT ON OR EXCEPTIONS TO TERMS AND CONDITIONS

K.9 FAR 52.209-5 CERTIFICATION REGARDING RESPONSIBILITY MATTERS (AUG

2020)

K.10 FAR 52.209-7 INFORMATION REGARDING RESPONSIBILITY MATTERS (OCT

2018)

K.11 FAR 52.209-11 REPRESENTATION BY CORPORATIONS REGARDING

DELINQUENT TAX LIABILITY OR A FELONY CONVICTION UNDER ANY FEDERAL

LAW (FEB 2016)

K.12 FAR 52.215-6 PLACE OF PERFORMANCE (OCT 1997)

K.13 FAR 52.222-22 PREVIOUS CONTRACTS AND COMPLIANCE REPORTS (FEB 1999)

K.14 FAR 52.222-25 AFFIRMATIVE ACTION COMPLIANCE (APR 1984)

K.15 FAR 52.222-38 COMPLIANCE WITH VETERANS' EMPLOYMENT REPORTING

REQUIREMENTS (FEB 2016)

K.16 FAR 52.222.56 CERTIFICATION REGARDING TRAFFICKING IN PERSONS

COMPLIANCE PLAN (MAR 2015)

K.17 FAR 52.227-6 ROYALTY INFORMATION (APR 1984)

K.18 FAR 52.227-7 PATENTS - NOTICE OF GOVERNMENT LICENSEE (APR 1984)

K.19 FAR 52.227-15 REPRESENTATION OF LIMITED RIGHTS DATA AND

RESTRICTED COMPUTER SOFTWARE (DEC 2007)

K.20 REPRESENTATION BY CORPORATION REGARDING A DELINQUENT TAX

LIABILITY OR A FELONY CRIMINAL CONVICTION (Deviation OAA-DEV-14-02c) (August 2014)

K.21 FAR 52.230-7 PROPOSAL DISCLOSURE--COST ACCOUNTING PRACTICE

CHANGES (APR 2005)

K.22 CONTRACTOR PURCHASING SYSTEM REVIEW

K.23 SIGNATURE

SECTION L - INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

L.1 NOTICE LISTING SOLICITATION PROVISIONS INCORPORATED BY

REFERENCE

L.2 GENERAL INSTRUCTIONS

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

L.4 DELIVERY INSTRUCTIONS

L.5 INSTRUCTIONS FOR THE PREPARATION OF THE TECHNICAL PROPOSAL

L.6 INSTRUCTIONS FOR THE PREPARATION OF THE BUSINESS/COST PROPOSAL

L.7 INSTRUCTIONS FOR THE PREPARATION OF A BRANDING IMPLEMENTATION

AND MARKING PLAN

SECTION M - EVALUATION FACTORS FOR AWARD

M.2 TECHNICAL EVALUATION FACTORS

M.3 COST PROPOSAL EVALUATION

M.4 DETERMINATION OF COMPETITIVE RANGE

M.6 SOURCE SELECTION

ATTACHMENTS

J.1 Proposal Checklist.

J.2 USAID/Nigeria Waived marking requirements for selected locations in Nigeria.

J.3 Quarterly Report Format J.4 Contractor Performance Report – Short Form J.5 Sample Format of Initial Security Plan J.6 Sample Past Performance Matrix J.7 Certification Regarding Trafficking in Persons Compliance Plan J.8 Contractor Employee Biographical Data Sheet (Form AID 1420-17) J.9 USAID/Nigeria Local Compensation Plan

List of Abbreviations and Acronyms

ADS Automated Directives System AMEP Activity Monitoring and Evaluation Plan BS Branding Strategy CDCS Country Development Cooperation Strategy CO Contracting Officer COP Chief of Party COR Contracting Officer’s Representative CLA Collaborating, Learning and Adapting CPARS Contractor Performance Assessment Report DO Development Objective DCA Development Credit Authority DCOP Deputy Chief of Party DQA Conduct Data Quality Assessments FAR Federal Acquisition Regulations ESRS Electronic Subcontracting Reporting System GON Government of Nigeria J2SR Journey to Self-Reliance LOE Level of Effort LPG Loan Portfolio Guarantee MEL Monitoring, Evaluation & Learning MEMS Evaluation Management Services MISSION USAID/Nigeria M&E Monitoring and Evaluation MP Marking Plan NE Northeast RFP Request for Proposal SOW Statement of Work TA Technical Assistance USAID U.S. Agency for International Development USG U.S. Government

PART I – THE SCHEDULE

SECTION B – SUPPLIES OR SERVICES AND PRICE/COST

B.1 PURPOSE

The purpose of this contract is to provide technical services that fall within the Statement of Work specified in Section C – The Monitoring, Evaluation and Learning (MEL) Support activity.

B.2 CONTRACT TYPE AND SERVICES

This is a Cost-Plus Fixed Fee (CPFF) Completion-Type Contract in accordance with FAR 16.306(d)(1). The Contractor will provide the deliverables described in Section C and the additional requirements of Section F and H in accordance with the performance standards specified herein.

B.3 ESTIMATED COST, FIXED 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 fixed fee is TBD. The fixed fee is TBD. The estimated cost-plus fixed fee is TBD.

(b) The below Lines Item Table encompass all costs included in the final/accepted budget.

The final accepted budget is to be followed when expending funds.

Item No

Supply/Services Description

Quantity Unit Amount

00001 MEL Support Services 5 YEARS TBD

Total Estimated Cost TBD Total Fixed Fee TBD

Total Estimated Cost + Fixed Fee TBD

BUDGET:

ITEMS YEAR 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5 TOTAL

ESTIMATED

COSTS

Direct Cost Indirect Cost Total Estimated Cost Fixed Fee Total Estimated Cost Plus Fixed Fee

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

(c) Within the estimated cost plus fixed fee (if any) specified in paragraph (a) above, the amount currently obligated 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 through o/a TBD.

B.4 INDIRECT COSTS

Pending establishment of revised provisional or final indirect cost rates, allowable indirect costs shall be reimbursed on the basis of the following negotiated provisional or predetermined rates and the appropriate bases:

Description Rate Base Type Period

1/ 1/ 1/ 2/ 2/ 2/ 3/ 3/ 3/

1/Base of Application:

Type of Rate:

Period:

2/Base of Application:

Type of Rate:

Period:

3/Base of Application:

Period:

Source:

Note 1: Contractors may recover applicable indirect costs (i.e., overhead, G&A, etc.) if it is part of the contractor's usual accounting procedures, consistent with FAR Part 31, and Negotiated Indirect Cost Rate Agreement (NICRA).

Note 2: While Subcontractor indirect cost rates are not incorporated above, subcontractor indirect cost rates as indicated in Note 1 above may be included in the proposals and are subject to Contracting Officer’s approval in accordance with FAR 52.244-2, Subcontracts.

B.5 ADVANCE UNDERSTANDING ON CEILING INDIRECT COST RATES AND

FINAL REIMBURSEMENT FOR INDIRECT COSTS

Reimbursement for indirect costs shall be at the lower of the negotiated final or predetermined rates, or the following ceiling rates (To be filled in at award):

For Prime Contractor:

Description Rate Base Type Period

1/ 1/ 1/ 2/ 2/ 2/ 3/ 3/ 3/

1/Base of Application:

Type of Rate:

Period:

2/Base of Application:

Type of Rate:

Period:

3/Base of Application:

Type of Rate:

Period:

Source:

For Major Subcontractors*

Description Rate Base Type Period

1/ 1/ 1/ 2/ 2/ 2/ 3/ 3/ 3/

1/Base of Application:

Period:

2/Base of Application:

Type of Rate:

Period:

3/Base of Application:

Type of Rate:

Period:

Note:

(a) *“major subcontractors” are subcontractors whose proposed costs exceed 20% of the Offeror’s proposed total cost.

(b) The Government will not be obligated to pay any additional amount should the final indirect cost rates exceed the negotiated ceiling rates. If the final indirect cost rates are less than the negotiated ceiling rates, the negotiated rates will be reduced to conform to the lower rates.

(c) This understanding shall not change any monetary ceiling, obligation, or specific cost allowance or disallowance. Any changes in classifying or allocating indirect costs require the prior written approval of the Contracting Officer.

B.6 COST REIMBURSABLE

The U.S. dollar costs allowable will be limited to reasonable, allocable and necessary costs determined in accordance with FAR 31 (Contract Cost Principles), A-21 (Cost Principles for Educational Institutions), A-122 (Cost Principles for Non-Profit Organizations), FAR 52.216- 7 (Allowable Cost and Payment), FAR 52.216-8 (Fixed Fee) if applicable, and AIDAR 752.7003 (Documentation for Payment), may be reimbursable under this contract.

B.7 FIXED FEE SCHEDULE

The Contracting Officer shall withhold a reserve not to exceed 15 percent of the total fixed fee or $100,000, whichever is less, to protect the Government’s interest.

Year 1 – Monthly Fixed Fee

Year 2 – Monthly Fixed Fee

Year 3 – Monthly Fixed Fee

Year 4 – Monthly Fixed Fee

Year 5 – Monthly Fixed Fee

TBD TBD TBD TBD TBD

NOTE: FEE SCHEDULE WILL BE BASED ON FINAL NEGOTIATED FEE

B.8 MULTI-YEAR CONTRACT

This contract is considered non-severable and is therefore a multi-year contract as defined in FAR

17.103. Therefore, this contract is subject to the requirements of FAR 17.106.

Cancellation Dates and Ceilings:

Contract Year 2: Date TBD Amount: 7% of total estimated cost Contract Year 3: Date TBD Amount: 4% of total estimated cost Contract Year 4: Date TBD Amount: 2% of total estimated cost Contract Year 5: Date TBD Amount: 1% of total estimated cost

As per FAR 17.106, cancellation ceilings are applicable to nonrecurring costs to be incurred by an “average” prime contractor or subcontractor, which would be applicable to, and which normally would be amortized over, the services to be furnished under the multi-year requirements.

Nonrecurring costs include such costs, where applicable, as plant or equipment relocation or rearrangement, special tooling and special test equipment, pre-production engineering, initial rework, initial spoilage, pilot runs, allocable portion of the costs of facilities to be acquired or established for the conduct of the work, costs incurred for the assembly, training, and transportation to and from the job site of a specialized workforce, and unrealized labor learning.

They shall not include any costs of labor or materials, or other expenses (except as indicated above), which might be incurred for performance of subsequent program year requirements.

This is a CPFF completion type contract where the contractor is authorized to be reimbursed for all costs that are allowable in accordance with FAR 52.216-7, “Allowable Costs and Payment”.

Therefore, the contractor is expected not to incur any costs which would have been amortized over the life of the contract.

Pursuant to FAR 52.217-2 – Cancellation Under Multi-Year Contracts, except for cancellation under this clause or termination under the Default clause, any reduction by the Contracting Officer in the requirements of this contract shall be considered a termination under the Termination for Convenience of the Government clause. Costs associated with termination of contract will be subject to FAR Clause 52.249-6 and 52.249-14.

[END OF SECTION B]

SECTION C - DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK

MONITORING, EVALUATION AND LEARNING (MEL) SUPPORT ACTIVITY

C.1 INTRODUCTION

The Monitoring, Evaluation and Learning (MEL) Support Activity is a five-year activity to assist USAID/Nigeria in advancing its broader organizational learning and development efforts. This will be accomplished by further strengthening the Mission’s capacity and performance in programmatic monitoring, evaluation, learning, collaborating, and adapting. The MEL Support activity will closely align with USAID/Nigeria’s new Country Development Cooperation Strategy (CDCS) to be launched in the summer/fall of 2020. The MEL Support activity will provide a broad range of specialized technical assistance, training, data gathering and analysis, field-based monitoring, evaluations and assessments, facilitation of organizational learning and adaptation initiatives, and short-term technical assistance. Contractors are strongly encouraged to partner with Nigerian organizations, companies, research institutes, and/or academic institutions to achieve the goals and carry out the activities described herein.

The contract will be managed out of the USAID/Nigeria Program Office, and the contractor will work with USAID/Nigeria staff, USAID implementing partners, and other key stakeholders including development partners in Nigeria, and USAID/Washington stakeholders.

C.2 OBJECTIVE

The objective of MEL Support Activity is to supplement and strengthen the Mission’s monitoring, evaluation, and learning capacity to enhance programmatic outcomes and comply with USAID policies and directives.

To this end the contractor will assist the Mission with strategy-, project-, and activity-level performance monitoring, evaluation, and learning including independent field-based monitoring, data quality assessments, data gathering and verification, impact and performance evaluations, assessments, collection of select country context indicators, organizational learning, and improving knowledge management. In addition, the activity will support short-term technical assistance for USAID programmatic objectives as needed where short-term technical assistance staff for learning are embedded in the Nigeria government systems that need the support.

MEL Support will help enable and ensure effective collection and use of relevant performance, context, and development-related data to inform the Mission on progress towards achieving USAID/Nigeria’s development objectives (DO) and enable proper oversight and adaptive management of USAID activities.

This activity is expected to help support Nigeria on its Journey to Self-Reliance (J2SR), helping to build a highly qualified domestic cadre of MEL Specialists, including USAID staff, its own staff, staff of other USAID implementing partners, contractors, government counterparts, and others.

C.3 BACKGROUND INFORMATION

Nigeria is the continent's most populous country with over 214 million people. While it hosts Africa's largest economy, it also has the largest number of people in the world living in extreme poverty, some 88 million. About 50 percent of Nigerians do not have access to power.

Unemployment has averaged 23 percent over the last five years. Over 60 percent of the country is under age 24. Globally, Nigeria accounts for one-third of all malaria deaths and the second-highest number of HIV-positive people, representing nine percent of the global HIV burden.

Nigeria has the world's second largest number of school-aged children not in school (an estimated 13 million). Adult literacy stands at about 60 percent nationwide with wide gender and urban-rural disparities. According to Trading Economics, the Youth Unemployment Rate in Nigeria was at 36.5 percent in the third quarter of 2018. Twelve percent of children die before their fifth birthday and of those who survive, 37 percent are stunted. About 13.5 percent of Nigerians (around 27 million) have some form of physical impairment.

Elections in February and March of 2019 were deemed to generally reflect the will of the people but were marred by violence and irregularities demonstrating the country's democratic fragility.

Nigeria is projected to be the world's third most populous country by mid-century, creating enormous security, stability, migration, and public health impacts far beyond its own, and even Africa's borders. As conflict and instability threaten to undermine Africa's largest democracy, the situation is exacerbated by the Boko Haram and Islamic State in West Africa insurgencies in the country's Northeast (NE). With much of the infrastructure devastated and basic services paralyzed in the NE, a severe humanitarian crisis has emerged with some 7.1 million people in need of life-saving assistance. Nigeria also struggles with on-going rural violence in the middle belt of the country, primarily between traditional herders and farmers, and high crime in the coastal areas.

The Mission works across several technical teams to address these development challenges and support Nigeria on its journey to self-reliance. Presently, those teams are (1) Economic Growth and Environment, (2) Education, (3) HIV and Tuberculosis, (4) Health, Population, and Nutrition, and (5) Peace and Democratic Governance. In addition, USAID addresses humanitarian crises in Nigeria through the Bureau of Humanitarian Assistance, and some of the immediate impact of conflicts created by Islamic State of West Africa and Boko Haram through USAID’s Office of Transition Initiatives.

USAID/Nigeria’s 2020 - 2025 Country Development Cooperation Strategy (CDCS) goal is “A healthier, more educated, prosperous, stable, and resilient Nigeria.” The Mission is working to achieve this goal through a set of three broad Development Objectives (DOs) and one Special Objective:

DO 1: Broadened and inclusive economic growth, DO 2: A healthier, better educated population DO 3: Accountable, inclusive, and responsive governance strengthened.

SpO: Greater stability and early recovery advanced in selected states

. Mission activities support the following results framework:

Nigeria is a demanding context to implement development programs. Ever present and shifting security threats present a challenge for the Mission’s activity managers to travel to activity sites to monitor progress. Further, a stretched workforce within the Mission itself means proper oversight of activities can also be challenging.

To help address these limitations and to ensure alignment with Agency requirements, since 2005, the Mission has hired firms to provide monitoring and evaluation support services. Between 2005 and 2015, two sequential activities were implemented and were referred to as Monitoring and

Evaluation Management Services (MEMS) activities I and II. From 2016, the third iteration was awarded and became known as the Monitoring, Evaluation, and Learning (MEL) activity.

The Mission has learned from the course of these successive MEL activities that, for any implementing partner to be effective, it must be nimble in terms of being able to quickly mobilize staff with the expertise needed by the Mission for monitoring, evaluation, learning, and knowledge management efforts, and be able to quickly get out to the field -- across all of Nigeria -- to monitor and evaluate implementation of our activities. In addition, the Mission has seen the importance of having highly qualified data gathering and analysis expertise in the contractor, especially with skills and/or access to the expertise to appropriately assess our diverse portfolio of activities. The ability to hire and retain key staff, including staff with technical expertise in the Mission’s four main programmatic areas is critical to maintaining quality deliverables. Similarly, the ease with which members of the Mission and the implementing partner can interact is key to the Mission being able to meet its MEL needs. While adhering to necessary procurement and contractual regulations, to the degree possible, there should be a free flow of information and data between the contractor and the Mission. Overall, there should be consistent engagement, communication, and commitment between the Mission’s technical teams and the contractor. The contractor must be adept at promoting new knowledge, including new M&E approaches, products; tools; skills; and processes to enhance the Mission’s project and activity management.

In addition, as third-party monitoring has become more prevalent due to security restrictions, the implementer needs to keep the Mission up-to-date on creative and innovative ways to conduct third-party monitoring, such as participation by phone or video, use of context indicators to assess changes, and/or the use of satellite imagery to assess progress. The Mission requires a MEL partner with state-of-the-art knowledge of many different modalities - technological and technical solutions - that could be employed to track the progress and impact of our projects and activities.

USAID/Nigeria has found it very useful to bring implementing partners, other donors, the government, and private sector entities together for major collaboration and learning events to enhance development outcomes. The Contractor must be proficient at complex logistics for major events and providing local and international expertise to help facilitate such events.

C.4 TASKS

The MEL Support activity will provide appropriate monitoring and evaluation of activities across Nigeria and support the Mission’s efforts to learn and adapt its programming to maximize development outcomes under its CDCS activities. The expected activity elements and sub-elements are:

a. Performance Monitoring

i. provide high quality field-based monitoring services

ii. conduct Data Quality Assessments

iii. provide suggestions and state-of-the-art recommendations to strengthen

USAID/Nigeria’s development programs and MEL system

b. Assessment & Evaluation

i. conduct assessments to inform Mission approaches

ii. carry out activity and/or project evaluations as needed

c. Collaborating, Learning and Adapting (CLA)

i. maintain and improve the mission’s knowledge management system which tracks implementing partner data reporting

ii. increase the availability of reliable, empirical evidence for monitoring, learning, and adapting

iii. provide short term technical experts as needed to support mission activities

d. Knowledge Management

i. provide training to share MEL best practices and tools to allow our implementing partners, government, and other local entities the opportunity to deepen their MEL capacities

ii. organize and support Mission Learning events

Performance management, as defined in the Automated Directives System (ADS) 201, is the systematic process of planning, collecting, analyzing, and using performance monitoring data and evaluations to track progress, influence decision making, and improve results. Consistent with the Automated Directives System (ADS) 201, the implementer will help USAID/Nigeria with the following MEL tasks:

1) Performance Monitoring Support Services

Performance management illustrative services under this component include:

● Conduct Data Quality Assessments (DQA) consistent with ADS 201, with the ability to mobilize within five business days from assignment and complete the reporting within one week of the fieldwork (Estimated at 20 per year)

● Conduct Field Based Monitoring, with the ability to mobilize within five business days of receiving the assignment, initial reporting within 2 business days of completion of the field work, and final report within seven business days of completion of the field work. (Estimated 35 site visits per month over a range of 6-8 activities)

● Harmonize GIS data collection process from implementing partners on activity implementation sites and create maps as needed.

● Support technical teams in data gathering (Estimated 100 workdays per year, about 20 days per technical team)

● Analysis of indicator data (Estimated 100 workdays of effort per year, about 20 days per technical team)

● Stakeholder interviews and other means of assessing activity, project, or CDCS strengths, weaknesses, and areas for improvements (estimated 25 assessments, each with 50 - 100 stakeholder interviews, over the course of the contract.)

● Context Monitoring (Annually to support DO-level portfolio reviews)

● Assist with drafting, review, and updating key performance management documents:

○ Mission Performance Management Plan (PMP) and associated Performance

Indicator Reference Sheets (PIRS) (Initial drafting upon finalization of the new CDCS and updating annually)

○ Project and Activity level MEL Plans and associated Performance Indicator Reference Sheets (3-5 Project MEL Plans at the inception of the new CDCS, with annual reviews during the course of the CDCS; An estimated 15 new Activity MEL plans to be drafted each year and approximately 50 Activity MEL plans to be reviewed annually).

● Remain up-to-date on technological and other monitoring approaches to help the Mission stay informed about the progress of its projects and activities.

2) Assessment and Evaluation Services

This aspect of the award will focus on periodic measurement of progress in the course of implementing the CDCS, evaluating the efficacy of implementation approaches, value for the money, test the validity of assumptions or the theory of change, or look for ways to improve development outcomes. Systematic processes involving social and scientific measures will be deployed to ascertain and determine milestones, and explore the factors that influence progress, either as impediment or enablement. Illustrative tasks within this component include the following estimates:

● Baseline assessments (2-4 per year)

● Rapid feedback assessments (1-2 per year)

● Midcourse activity evaluations (4-5 assessments per year)

● Final activity evaluations (4-5 per year)

● Development Objective evaluations (One to two over the course of the CDCS)

● Whole-of-project evaluations (one to two over the course of the CDCS)

● Conduct and/or support analyses and assessments as needed, including but not limited to assessments for the midcourse stocktaking for the 2020-2025 CDCS and any successor CDCS, Political Economy Analysis, and Gender Analysis (two to three half way into the CDCS period and three to five in preparation for the development of the next CDCS).

● Other activity, project, or technical team assessments and studies as needed

3) Collaboration, Learning, and Adapting (CLA)

The contractor will work with the Mission, its implementing partners, international donors, and other stakeholders to foster and advance an effective CLA culture. The contractor is expected to bring innovative CLA approaches to aid the Mission in improving development outcomes.

Illustrative CLA tasks include:

● Provide training to ensure mission staff and implementers have the most up-to-date knowledge and capacity to fulfill all aspects of the program cycle (~10 training sessions per year)

● Conduct, facilitate, and/or arrange logistics and other support for collaborating or learning events as needed, including Mission-wide learning events, meetings with implementing partners (including but not limited to the Mission Director’s Quarterly Implementing Partners meetings and quarterly CLA events for USAID and implementing partner MEL specialists), staff retreats, technical team meetings with implementing partners or other donors, stakeholder consultations, technical team learning events, and field visits for mission leadership or U.S. Government officials (Estimated 25 events per year: 4-6 which can comprise of 150 persons and above; 6-8 from 50 to 100 persons, and 6-10 for under 50 persons)

● Support the development and implementation of the Mission’s learning agenda as needed (estimated 20 events per year)

● Support technical teams, activity managers, and Assistance or Contract Officer’s Representatives (A/CORs) with on-demand data analysis, data visualization, and actionable information usage (Estimated 50 days of effort per year, mostly around the semi-annual portfolio reviews.)

● Support data gathering, analysis, and visualization for periodic Mission requirements such as the annual Performance Plan and Report amongst others (Estimated 30 days per year)

● Provide short term (six months or less) consultants as required for technical assistance to Government of Nigeria or state governments as needed (Estimated one to two per year)

● Provide short term (six months or less) technical assistance to the Mission (internally or situated in Nigerian federal or state government offices) to fill unexpected or specialized technical needs (Estimated one to two per year)

● Assist in building the capacity of Nigerian Monitoring and Evaluation expertise

● Provide suggestions and state-of-the-art recommendations to strengthen

USAID/Nigeria’s development programs and MEL system.

4) Knowledge Management

The knowledge management component will harness, organize, and disseminate the knowledge gained from monitoring, evaluation, and learning to institutionalize information for use across the Mission. Illustrative tasks under the knowledge management component include:

● Hosting, Maintaining, and upgrading USAID/Nigeria’s monitoring management database or transferring data to the data management system utilized by the contractor (Estimated full time effort for at least one person for the duration of the contract).

● Training Mission staff and implementing partners on the use of the performance management database to record, extract, and analyze performance data

● GIS mapping, training, supporting technical teams and Program Office (Estimated 40 days per year)

● Educating Nigerian MEL specialists and strengthening local MEL capacity, especially among MEL firms that are part of the platform consortium. (Estimated 50 days per year)

To build indigenous capacity within Nigeria to carry out MEL and knowledge management, the activity is expected to work with Nigerian entities (individuals, academic institutions, think tanks, sub- contractors, and government counterparts) to the extent possible while maintaining proper management and oversight and ensuring the Mission receives top quality services.

The Mission will issue individual work orders for these tasks. For DQAs and Monitoring, the contractor must mobilize to the field within one week of receipt of the work order, provide an initial verbal report within two days of completing field work, and provide a final written report within seven days of completing field work, except as otherwise agreed in writing.

Invoices for services must track costs per work order.

C.5 SPECIAL REQUIREMENTS

C.5.1 Gender and Inclusive Development Considerations USAID activities must comply with USAID gender and inclusive development policies, including, but not limited to, the Disability Policy; the Gender Equality and Female Empowerment Policy; the Youth in Development Policy; the Democracy, Human Rights and Governance Strategy; LGBT Vision for Action; and the Nondiscrimination for Beneficiaries Policy As such, this procurement is central to the Mission’s effort to ensure that Mission activities identify and seek to remedy gender gaps, and assist these marginalized groups. Gender indicators and analyses are required for USAID activities in accordance with ADS 205, Integrating Gender Equality and Female Empowerment in USAID’s Program Cycle and activities are required to report sex-disaggregated statistics. This contractor will review PMEL and AMEL plans to help ensure that required gender indicators as specified in ADS 205.3.3 are included and make technical recommendations where appropriate. The contractor will be required to assess gender and inclusive development impacts in any activity or programmatic evaluations, or assessments conducted. The Contractor shall also integrate gender equity and inclusive development goals in its own hiring, contracting, and other operations.

C.5.2 Security Considerations

Nigeria has been designated a high-threat post and the contractor is expected to take steps to be responsive to this shifting environment. The contractor is advised that there are regular reports of robberies and carjacking, some involving armed gunmen, on Nigeria's urban and rural road network. The U.S. State Department travel advisory for Nigeria regularly issues information regarding risks of travel to various states because of the risks of kidnapping, robbery, and other armed attacks in these areas. The advisory also informs that throughout the country, violent crime committed by individuals and gangs, as well as by persons wearing police and military uniforms, remains a problem. The contractor is expected to be able to expeditiously travel frequently to these states where travel for USAID staff may be prohibited or have limited opportunities to visit.

The contractor is to establish a comprehensive and dynamic safety and security plan pertaining to all aspects of its activities, including the activities of its employees on and off-duty. The contractor must establish working relationships and collaborate with all authorized and appropriate safety and security organizations and entities for the protection and safety of its operations and employees. The contractor is also required to cooperate in sharing information regarding travel hazards and security situations with the Mission’s Partner Liaison Security Operations (PLSO) activity.

The contractor is responsible for its own security under this contract and will employ a security profile that is culturally appropriate as well as cost-effective. The contractor is responsible for maintaining the security of its personnel, materials, and equipment commensurate with the circumstances involved. All employees of the contractor must meet the requirements of their worksite which may include background checks, security/restricted area clearance, drug-free workplace, safety training and/or other inspections/requirements.

C.5.3 Local Capacity Development Considerations

To achieve long-term, sustainable development, USAID supports local organizations, including civil society organizations, academic institutions, and Nigerian private sector firms to build indigenous capacity, consistent with USAID’s Journey to Self-Reliance (J2SR) initiative. The contractor is strongly encouraged to engage to the maximum extent possible with local implementing partners to carry out the objectives of this contract. The Contractor must assess and offer effective remedies for MEL capacity gaps among USAID’s partners as well as the Contractor’s own local partners. The Contractor is to build the ability of their local firms to eventually take over MEL and CLA assistance to USAID/Nigeria, the government of Nigeria, and other development partners.

C.5.4 Technical Direction and Coordination

The Contracting Officer Representative (COR) at USAID/Nigeria will provide oversight and direction for the MEL Support activity, including all required technical approval as designated by the Contracting Officer. He/she will be the primary USAID contact for the contractor. All technical teams will have Activity Managers who will work closely with the COR. In addition, the COR and the contractor will jointly (at least once a month) communicate and coordinate with each of the Mission’s technical office or DO team’s M&E points of contact. All planning communications with DO teams will be done with the COR present. The work plans will form the basis for joint annual management reviews by USAID and program staff to review program directions, achievement of the prior year work plan objectives, major management and implementation issues, and to make recommendations for any changes as appropriate.

USAID may conduct a mid-term assessment or process evaluation to review overall progress, assess the continuing appropriateness of the program design, and identify any factors impeding effective implementation. This assessment will be used to make changes if necessary, and to help determine appropriate future directions. The contractor will make periodic, planned as well as unplanned oral and written briefings to USAID/Nigeria as appropriate.

C.5.5 Environmental Compliance

The contractor must adhere to the conditions set forth in the Mission Initial Environmental Examination and any other environmental documents developed and approved by USAID prior to the initiation of contracts. Please see Section H.17 for detailed environmental considerations related to MEL Support.

C.6 REFERENCE MATERIALS

The contractor is referred to the following USAID documents:

● ADS 201 Program Cycle Operational Policy

● ADS 205 and USAID Policy on Integrating Gender Equality and Female Empowerment in USAID’s Program Cycle

● USAID Journey to Self-Reliance Framework

C.7 TECHNICAL EXPERTISE REQUIREMENTS

The contractor is required to have appropriate staffing with the requisite knowledge and experience to deliver on objectives and results of the MEL support activity (see section F.5) The contractor is required to have, as part of their staffing plan, a Learning/Institutional Capacity

Advisor and MEL Specialist positions with background expertise in the Mission’s technical areas

(1) Economic Growth and Environment, (2) Education, (3) Health, and (4) Peace and Democratic Governance. (See Section C.3 above). Overall, the staff mix must be gender inclusive, and represent coverage of the country’s diverse geographical background.

[END OF SECTION C]

SECTION D – MARKING AND BRANDING

D.1 AIDAR 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 AND MARKING POLICY

(a) In accordance with ADS 320 “Branding and Marking”, this Contract incorporates USAID’s policy directives and required procedures on branding and marking of USAID-funded programs, projects, activities, public communications, and commodities with the USAID identity.

Markings…