EGATFORECASTRFP_19 doc1.pdf

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UNDER DPAS (15 CFR 700)

2. CONTRACT NUMBER 3. SOLICITATION NUMBER 4. TYPE OF SOLICITATION 5. DATE ISSUED 6. REQUISITION/PURCHASE NUMBER

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X NEGOTIATED (RFP)

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

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PART I - THE SCHEDULE PART II - CONTRACT CLAUSES

A SOLICITATION/CONTRACT FORM I CONTRACT CLAUSES

B SUPPLIES OR SERVICES AND PRICES/COSTS PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACH.

C DESCRIPTION/SPECS./WORK STATEMENT J LIST OF ATTACHMENTS

D PACKAGING AND MARKING PART IV - REPRESENTATIONS AND INSTRUCTIONS

E INSPECTION AND ACCEPTANCE

F DELIVERIES OR PERFORMANCE

G CONTRACT ADMINISTRATION DATA L INSTR., CONDS., AND NOTICES TO OFFERORS

H SPECIAL CONTRACT REQUIREMENTS M EVALUATION FACTORS FOR AWARD

K

REPRESENTATIONS, CERTIFICATIONS AND OTHER

STATEMENTS OF OFFERORS

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

(Signature of Contracting Officer)

(REV. 9-97)

10. FOR INFORMATION CALL:

11. TABLE OF CONTENTS

STANDARD FORM 33

SOLICITATION, OFFER AND AWARD

SOLICITATION

OFFER (Must be fully completed by offeror)

AWARD (To be completed by Government)

1 N/A 132

SOL-OAA-11-000051 April 19, 2011

U.S. Agency for International Development

Office of Acquisition and Assistance

M/OAA/EGAT RM 566-E SA-44

1300 Pennsylvania Ave, NW

WWashington DC 20523

See L.6

See Section L.6 and L.7 11:00 A.M. EST May 19, 2011

Sara Bame-Kum 202.567.5297

FORECASTIIPT@usaid.gov & sbame-

Kum@usaid.gov

See Attached Table of Contents

X 1

X 2-6

X 7-15

X 16-17

X 18

X 19-31

X 32-35

X 36-52

X 53-66

X 67

X 68-85

X 86-104

X 105-109

$.00

Joseph W. Lentini

Contracting Officer mailto:FORECASTIIPT@usaid.gov mailto:sbame-Kum@usaid.gov mailto:sbame-Kum@usaid.gov

SOL-OAA-11-000051

PART I - THE SCHEDULE

SECTION B - SUPPLIES OR SERVICES AND PRICE/COSTS

B.1 PURPOSE

The purpose of this Contract is to provide services that fall within the statement of work specified in Section C for Focus on Results: Enhancing Capacity across Sectors in Transition II –

Participant Training (FORECAST II-PT). USAID Task Order Contracting Officers (TOCOs) will request the work through the issuance of Task Orders during the ordering period as specified in Section F of the Contract.

B.2 CONTRACT TYPE AND SERVICES

This is a multiple award Indefinite Delivery Indefinite Quantity Contract (IDIQ). The

Government will issue Task Orders that are Cost-Plus-Fixed Fee (Completion or LOE) (CPFF) or Firm Fixed Price (FFP). The contractor must perform the services set forth in Task Orders at prices consistent with Section B of this Contract.

B.3 MAXIMUM CONTRACT CEILING

This is a multiple award Contract with an overall ceiling price of $242,000,000.00. The maximum aggregate dollar value of Task Orders awarded to all Contractors cannot exceed the

Contract ceiling. This ceiling is not being subdivided among the number of awardees nor is it being multiplied by the number of awardees.

B.4 OBLIGATED AMOUNT, ESTIMATED COST, FIXED FEE

Obligated Amount. The basic Contract includes an initial obligation of funds in the amount of

$25,000 to cover the minimum order guarantee. USAID is required to order and the Contractor is required to furnish the minimum order amount of services. Following this initial obligation, individual Task Orders will obligate funds to cover the work required under such Task Orders.

[Note: The minimum obligation is anticipated to be applied towards the first Task Order issued by EGAT/ED.]

B.5 INDIRECT COST

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

TBD TBD 1/ 1/ 1/

TBD TBD 2/ 2/ 2/

TBD TBD 3/ 3/ 3/

1/Base of Application:

Type of Rate:

Period:

Source:

2/Base of Application:

3/Base of Application:

Note: While Subcontractor indirect cost rates are not incorporated above, subcontractor indirect cost rates may be included in Task Order proposals, and are subject to approval of the TOCO in accordance with FAR 52.244-2, Subcontracts.

B.6 CEILING INDIRECT COST RATES

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

Description Rate Base Type Period

TBD TBD 1/ 1/ 1/

TBD TBD 2/ 2/ 2/

TBD TBD 3/ 3/ 3/

1/Base of Application:

2/Base of Application:

3/Base of Application:

(b) The Government shall 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 shall 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.

(d) The contractor will make no change in its established method of classifying or allocating indirect costs without the prior written approval of the Contracting Officer and OAA/CAS.

B.7 CEILINGS ON FIXED FEE - CPFF TASK ORDERS

(a) For each task order issued under this IDIQ, the TOCO and Contractor agree to negotiate a set dollar amount for fixed fee. In negotiating the fixed dollar amount for fee, the TOCO must consider the policies and factors for establishing fee in FAR 15.404-4 as well as any applicable

USAID policy on establishing a fixed fee amount. In no event, however, may the amount of fixed fee in any individual task order exceed _____ percent (offeror proposes ceiling percentage) of the task order’s estimated cost, excluding fee). The fee ceiling applies to the prime contractor and any subcontractors.

(b) The Total Estimated Cost Plus Fixed Fee for each Task Order must be negotiated in accordance with the terms of the IDIQ Contract.

(c) Fixed Fee Payment. For any Task Order issued under this Contract, at the time of each payment of allowable costs to the contractor, the USAID paying office ordinarily pays the contractor a percentage of fixed fee that directly corresponds to the percentage of allowable costs being paid. Two exceptions to paying fixed fee in this manner apply:

(1) If the TOCO determines that this method results in paying a disproportionately higher ratio of fixed fee than the percentage of work that the contractor has completed, then the TOCO may suspend further payment of any fixed fee until the contractor has made sufficient progress to justify further payment, up to the agreed percentage.

(2) Because the clauses entitled "Allowable Cost and Payment" (FAR 52.216-7) and

"Fixed Fee" (FAR 52.216-8) are incorporated into this Contract, the terms and conditions of these clauses apply after total payments of fixed fee reach eighty-five percent (85%) of the total fixed fee.

B.8 LABOR

Compensation of personnel under this Contract or any resulting subcontract must be in accordance with AIDAR 752.7007 Personnel Compensation (July 2007), the full text of which is in Section H.

(a) Central management costs: The Contracting Officer has determined that a key (full-time) technical or program manager is not necessary or required to administer the basic IDIQ contract.

Contractors will not be authorized to bill USAID directly for central management costs (e.g., responding to task order proposal requests, central reporting, central meetings with the basic

IDIQ contract COTR) under this IDIQ contract or under task orders. Contractors should propose a centralized management structure that allows for recovery of IDIQ contract management costs as part of its indirect costs.

(b) The work day and work week policies and method of accounting for paid absences including holidays for the Contractor and major subcontractors is set forth in Attachment J___. (The

Contracting Officer will fill in the Attachment number at the time of award and incorporate the information from the Contractor’s proposal into Section J of the Contract).

B.9 TASK ORDER LIMITATIONS

Note: Task orders issued under this IDIQ contract may be either Firm Fixed-Price or Cost-Plus-

Fixed-Fee awards. Firm Fixed-Price task orders are preferred.

(a) Cost-Plus-Fixed-Fee (CPFF) Task Orders. When issuing CPFF task orders, the TOCO shall state in the Task Order the total estimated cost plus fixed fee, which is the total amount of the

Task Order and the maximum amount the contractor may be paid without the advance written approval of the Contracting Officer. This maximum amount represents the negotiated mix of the prime Contractors and subcontractors' professional labor categories and salaries, an estimated number of workdays, other direct costs, and fixed fee.

(b) Firm Fixed Price (FFP) Task Orders. When issuing FFP Task Orders, TOCOs shall state in the Task Order the firm-fixed-price, which represents the total amount of the Task Order and the maximum price the contractor may be paid to perform the services, reports, or other deliverables in the Task Order.

(c) Minimum Order. When USAID requires services or reports and other deliverables covered by this Contract in a Task Order in the amount of less than $25,000, the contractor is not obligated to accept an order to furnish those services or reports and other deliverables under this Contract.

However, if the contractor agrees to furnish services or reports and other deliverables required by

USAID in an amount of less than $25,000 and is awarded a Task Order to do so, the contractor is required to provide said services and reports/deliverables in accordance with the Contract's terms and conditions.

(d) Maximum Order. When USAID requires services or reports and other deliverables covered by this Contract in a Task Order amount of more than $20,000,000, the contractor is not obligated to bid on an order to furnish those services or reports and other deliverables under this

Contract. However, if the contractor agrees to furnish services or reports and other deliverables required by USAID in excess of $20,000,000 and awarded a Task Order to do so, the contractor is required to provide said services and reports/deliverables in accordance with the Contracts terms and conditions.

(e) Notwithstanding the above, if issuance of a Task Order to, and acceptance of a Task Order by, the contractor would: (1) result in the contractor (or its personnel or its subcontractors or their personnel) having an organizational conflict of interest for which restrictions would be placed on the contractor's (or its personnel’s or its subcontractors’ or their personnel’s) future activities; or (2) violate the provisions of the Procurement Integrity legislation, i.e., Section 27 of the Office of Federal Procurement Policy Act (41 U.S.C. 423), as amended by Section 814 of

Pub. L. 101-189 the contractor, after written notification to the cognizant Contracting Officer, is not obligated to furnish those services or reports and other deliverables under this Contract, and

USAID may acquire the supplies or services from another source.

B.10 COST REIMBURSABLE

The U.S. dollar costs allowable shall be limited to reasonable, allocable, and allowable costs determined in accordance with FAR 52.216-7, Allowable Cost and Payment, and FAR 52.216-8, Fixed Fee, if applicable, AIDAR 752.7003, Documentation for Payment, A-21 (for universities), and A-122 (non-profit).

[END OF SECTION B]

SECTION C - DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK

C.1. OVERVIEW

Focus On Results: Enhancing Capacity Across Sectors in Transition II – Participant

Training (FORECAST II – PT)

Participant Training has long been a key component of USAID development efforts. Technical training, higher education, workforce development, youth programs, and leadership development strengthen the capacity of individuals and promote greater sustainability and effectiveness of all

USAID assistance.

C.2. BACKGROUND

Participant training is an effective USAID cross cutting tool that transfers new skills and knowledge to improve the performance of individual host country nationals in their workplace.

Strategically designed training is arguably one of the most sustainable investment that USAID makes in development.

During the past decade, EGAT has focused its efforts on supporting the integration of targeted, results-oriented participant training and skills development interventions into USAID missions’ portfolios across all regions and sectors. The far reaching, cross cutting nature of participant training requires support to all USAID presence countries, and some non-presence countries, as well. In more recent years USAID’s approach to training has evolved from a single performance solution focus to a more strategic realization that, although participant training is directed at the individual level, its ultimate objective is to fill identified skill gaps and thereby contribute to the broader, integrated performance of public and private sector organizations and institutions.

Training, when integrated with other interventions, holds the greatest promise for increasing job productivity and more broadly addressing needs within diverse categories of countries that are coping with changing economic, political, and social systems.

The EGAT bureau, in its technical leadership role, has offered an expanded array of turn-key participant training and related technical support services to USAID missions and bureaus to provide them with access to experts in training design, implementation, monitoring, assessment, evaluation, follow-up and related services that contribute to the achievement of development objectives through improved performance of host country nationals in their professional or work settings. Through the FORECAST II- PT Indefinite Quantity Contract EGAT will continue to offer missions and bureaus a fully integrated package of cross-cutting training and related technical support services ranging from concept and design to assessment of results.

Participant training involves the transfer of knowledge and skills through structured learning and follow-up activities, or through less structured means, to solve job performance problems or fill identified performance gaps. Training can consist of but is not limited to long-term academic degree programs, short or long-term non-degree technical courses in academic or in other settings, seminars, workshops, conferences, on-the-job learning experiences, observational study tours, or distance learning exercises or interventions.

In addition to general participant training support, the FORECAST II-PT contract also offers missions and bureaus a broad menu of other options to further support achievement of human resource related needs, including: entrepreneurial and workforce development, technical assistance, and small grants administration.

C.3. OBJECTIVE

The United States Agency for International Development (USAID), Bureau for Economic

Growth, Agriculture & Trade (EGAT), will award a contract to provide services to Participant

Training and related technical support to help bureaus and missions achieve their program objectives.

The EGAT bureau supports the training, education and the other related technical support activities offered under this IDIQ by providing either a regional or mission infrastructure for implementation, including: financial analysis and reporting; a handbook of best practice policies and procedures; a package of tools to aid intervention design, implementation, research, evaluation, and success/impact reporting; and ongoing technical support to sponsoring units.

Task Order (TO) drafters should incorporate these regional bureau or mission support components into individual task orders. The IDIQ COTR will provide TO drafters with guidance on the use of this contract, and provide assistance to sponsoring units in preparing their

Statement of Work (SOW).

All participant training and related technical support activities must be carried-out in accordance with the terms and conditions set forth in the FORECAST II – Participant Training (PT)

Practitioner’s Handbook, and as periodically updated in the Automated Directives Systems

Chapters 252, 253, and others as incorporated by reference.

C.4. STATEMENT OF WORK AND PERFORMANCE REQUIREMENTS AND

STANDARDS

Participant training and related technical support in coordination with broader organizational performance improvement is at the heart of USAID foreign assistance, throughout the world. In order to achieve sustainability in its programs, USAID must increasingly focus its development assistance efforts on strengthening the abilities of its host country partners through skills, knowledge and other strategic interventions. Strengthening the capacity of individuals will promote greater sustainability and effectiveness of all USAID assistance by placing technical training, higher education, workforce development, youth programs, leadership development, and other targeted technical assistance in the broader context of institutional or organizational development.

RESULT 1 - General Services for Participant Training Implementation

FORECAST II – PT Contractors shall provide a full range of turn-key intervention implementation services as required under any task order. Services provided shall support the breadth of available Participant Training interventions, and include: all facets of planning and coordination, program design, intervention provider procurement; participant selection, processing, orientation, tracking and reporting, evaluation and follow-up.

Any or all of these services may be requested singly, or in comprehensive integrated packages depending upon the needs of the requesting office as specified in the TO statement of work. The contractor may be required to establish offices in the US and host country, as requested. When the need for Participant Training and related interventions is an outgrowth of a Human and

Institutional Capacity Development (HICD) assessment, a sister program to FORECAST II – PT, the contractor(s) shall be expected to coordinate planning and implementation with the implementer(s) of the HICDpro contract(s) or other HICD implementers available to the sponsoring unit (see attached Human and Institutional Capacity Development Handbook as referenced in Section D.3). The contractor shall:

Assist USAID Missions or USAID/W bureaus in planning, coordinating any aspect of their Participant Training programs, including youth and workforce development activities.

Work with USAID Missions to develop their training strategy, including needs assessments, if necessary, and formulate and/or finalize their ―participant training plan‖ based on Mission defined training projections.

Identify and engage appropriate training providers, related intervention providers, and/or logistics providers to carry out the Participant Training and related interventions and all logistics associated with these interventions.

Provide a full range of turnkey intervention implementation services under any task order either directly or through subcontract.

Evaluate the efficiency of intervention implementation service.

Follow-up on and provide post-intervention support.

Provide turn-key partnership development, administration, and support services, including: partner recruitment, partner selection, achievement plan review and development, monitoring partnership performance, technical support of the partnership, and evaluation.

In carrying out the above service requirements, the Contractors shall coordinate, partner or work closely with the extended Assistance Objective teams, composed of USAID staff, technical assistance contractors, grantees, and recipients, as well as Mission Activity/Project Managers and stakeholders across a Mission portfolio. The contractor shall:

Prepare participant training strategies and needs assessment.

Provide recruitment services including verification of candidate qualifications for specific

Participant Training programs and participation on selection panels.

Identify and arrange placements in appropriate university programs, short-term courses or other related technical support, and handle all related financial matters.

Provide a complete range of participant processing and programming services, including services related to language verification, medical certification, Health and Accident

Coverage (HAC) enrollment, Security Risk and Fraud Inquiry (SRFI), and visa processing support.

Design and facilitate pre-departure orientation for participants on all aspects of USAID sponsorship, in accordance with USAID policy.

Track and report on participants and program activities that are fully or partially funded by USAID. For in-country or third-country Participant Training and technical support, the exclusive use of the agency’s TraiNet reporting system is required. TraiNet is the agency’s repository of participant training data used for reporting. For any training or related technical support activities based in the U.S. the exclusive combined use of both

TraiNet and the USAID Visa Compliance System (VCS) is required.

Monitor participants for punctual and full completion of their program, and returning them to home country and to their work settings.

Develop a Performance Monitoring Plan (PMP) for the PT program. Where applicable, and in consultation with mission, the contractor shall develop benchmarks, milestones, and measurable indicators to reflect the performance of the program.

Contractors shall ensure that the above services are carried-out in strict accordance with the requirements of ADS 252 and 253, the ―FORECAST II – Participant Training Practitioner’s

Handbook,‖ the Agency’s ―Complete Guide for USAID Visa Compliance,‖ and other applicable federal and agency policies and directives.

FORECAST II – PT contractors must be willing to provide IDIQ related services and interventions when agreements can be reached, and will define their terms and conditions for exercising this subcontractor role in proposal responses.

Requirement 1.1 -- Planning and Coordination

―Participant Training Plan‖ and ―Training Needs Assessment‖

Prior to any training activity, Missions are encouraged to conduct training needs assessments to determine the human resource constraints to meeting their assistance objectives and to prepare a comprehensive participant training plan that will develop the human resources necessary to achieve strategic goals. At this stage it is important to link the training modality and content to development objectives for training and to develop indicators that will measure progress and success.

HICD performance assessments (see attached Human and Institutional Capacity Development

Handbook as referenced in Section D.3) address all human performance factors, including skills and knowledge. Therefore, when training has been identified as a performance solution using the Agency’s HICD approach, a separate ―training needs assessment‖ is unnecessary.

The contractor shall assist missions in developing their training strategy, including needs assessments, if necessary, and in formulating and/or finalizing their training plans based on

Mission defined training projections. Country training strategies need to 1) identify human resources constraints to development, 2) assess whether institutional environments are receptive to change, 3) define, at least at the macro level, the anticipated development outcomes from training activities 4) identify the most appropriate training venues related to desired outcomes, and 5) develop a country training plan.

The contractor shall assist in the development of a comprehensive country ―participant training plan‖. The Training Plan must be based on assessed needs as determined by the Mission and its partner organizations.

Requirement 1.2 -- Procurement of Intervention and Logistics Providers

The contractor shall identify and engage appropriate training and other intervention providers to carry out the participant training and related interventions specified in the task order contract, and handle all logistics associated with these interventions. Training and other interventions shall often be tailor-developed specifically to address the particular needs of the targeted entity, but may also be off-the-shelf programs. The procurement of services must be carried out in accordance with federal and agency contracting rules and EGAT bureau policy and procedures detailed in the FORECAST II – Participant Training (PT) Practitioner’s Handbook.

Requirement 1.3 -- Intervention Implementation Services

The contractor shall provide a comprehensive range of implementation services, including but not limited to:

Participant Recruitment: Identifying and screening of candidates, verifying candidates’ qualifications for specific Participant Training interventions, and participating on selection panels.

Participant Processing Services: Administering a complete range of participant processing and programming services, including services related to language verification, medical certification, Health and Accident Coverage (HAC) enrollment, Security Risk and Fraud Inquiry (SRFI), and visa processing support.

Pre-departure Orientation: Providing participants with proper and complete pre-departure orientation of all aspects of USAID sponsorship, in accordance with USAID policy.

Orientation may also include the involvement of employers or other stakeholders to gain a shared understanding of the prospective benefits from the participant’s skill and knowledge gains, and to facilitate application of, and monitor results from the intervention.

Participant Tracking and Reporting: Tracking and reporting on all participants in participant training activities that are fully or partially funded by USAID. For in-country or third-country participant training, the exclusive use of the Agency’s Training Results and Information Network (TraiNet ) is required for data reporting. For any intervention based in the U.S. the exclusive combined use of both TraiNet and the USAID Visa

Compliance System (VCS) is required.

Participant Monitoring: Monitoring participants for punctual and full completion of their interventions, and returning them to the home country and to their work settings.

Requirement 1.4 -- Evaluation and Follow-up

The Contractor shall evaluate the efficiency of the intervention in its component parts, and the effectiveness of the investment in promoting individual or organizational performance changes.

These findings may be used to modify and improve ongoing or successive interventions.

As determined in the program design phase or subsequently requested in the TO, the Contractor shall provide post-training support and follow-up with the participant, employer, workgroup or other stakeholders through networking structures, new interventions or other means.

The Contractor shall provide input for the Mission’s Performance Monitoring Plan (PMP). In consultation with the Mission, the contractor will develop benchmarks, milestones, and indicators to show results of the participant training or other related technical support activity.

RESULT 2 - Provision of Participant Training and Related Interventions

The contractor shall implement and provide sponsoring units with easy access to a broad range of specified-term interventions, procured in accordance with Requirement 1.2 of this contract.

Note: The Sponsoring Unit is the USAID field mission or USAID/Washington bureau/independent office that funds a training or related technical support activity.

Interventions shall include:

Participant Training, academic education and leadership development;

Entrepreneurial Management Training (EMT);

Procurement of Commodities;

Community Connections (CC);

Small Grants; and

Technical Assistance.

The following describes how interventions shall be used:

Participant Training, academic education and leadership development for mid to high-level professionals from the public and private sectors, or others that may be conducted in-country, in third countries, or in the U.S., depending on the goals of the intervention and the most efficient, results-oriented, cost-effective venue. Participant Training, academic education, and leadership development are structured experiences that help individuals acquire new, predetermined knowledge, skills, information and attitudes, and support achievement of mission objectives.

Entrepreneurial Management Training (EMT) places business owners and senior managers, or unemployed or underemployed youth and young adults into on-the-job training, mentoring, and other experiential opportunities with U.S., in-country or third-country counterparts to enhance skills and practices. Through EMT, participants learn new approaches to developing product ideas, more efficient business and production processes, modern management practices, and workforce development skills.

Community Connections (CC) is an exchange program that was transferred from the U.S.

Department of State to USAID in FY05. It focuses on the public diplomacy goal of exposing participants to U.S. society and promoting reform in USAID countries. CC interventions are home stay-based practical opportunities in the U.S. for entrepreneurs, local government, legal professionals, non-governmental organization leaders, and other professionals. Participants are placed with community organizations of similar interest in the U.S. that arrange such activities as hands-on internships with volunteer companies and organizations, site-visits, professional training, seminars, and community-based cultural activities. Community Connections activities shall:

Expose participants to U.S. society;

Create links between U.S. and local communities;

Encourage public-private partnerships by including private sector and government participants;

Provide professional training and exposure to day-to-day functioning of a free market system and democratic society.

Offerors shall be tasked when required with administering/implementing other traditional and non-traditional programs with unique public diplomacy goals, including but not limited to the Europe and Eurasia region’s Community Connections program mentioned above, Fulbright Scholarship programs, and International Professional Exchange programs.

Small Grants of up to $10,000 may be awarded and administered under individual task orders to fund grantee initiatives. Small grants are flexible interventions that are predominantly awarded as follow-on to Participant Training. They may also be awarded independently of training as a strategically planned component of USAID assistance to address the needs of USAID partner organizations.

Technical Assistance: comprises flexible interventions that are predominantly awarded as follow-on to Participant Training to help facilitate the execution of training participants’ action plans. Technical assistance (TA) interventions under FORECAST II – PT may also be used independently of training to supplement a TA contractor, grantee, or recipient’s work plan, or to fill a void where no mission TA provider exists. They provide flexible support and follow-up to enable mission or bureau AO teams and stakeholder groups to address unforeseen development needs or to support the integration of new technical skills, knowledge, attitudes, technology, and leadership behaviors into the work place. The FORECAST II –PT contractor may procure expert sector-specific consultations, research studies, evaluations, other technical services, and commodities in sectors such as Education, and Workforce Development. TA may also be used to engage training, education, or youth experts to help a mission, partner organization, post secondary educational institution, youth center, or Ministry integrate and measure results of new, individually acquired skills, knowledge, and leadership proficiencies into a broader operational framework, or explore alignment options with principles of the Paris

Declaration on Aid Effectiveness, if requested in the Task Order.

RESULT 3 – IDIQ Central Management

The Contractor shall provide the central management necessary to fulfill all the requirements of the contract. This includes cost and quality control of all tasks and assignments.

Primary Point of Contact: IDIQ Manager – The contractor shall designate a primary point of contact whom USAID may contact for procedural and substantive matters. The IDIQ Manager shall be the individual bearing primary responsibility for technical aspects of contract performance, as well as procurement, personnel, reporting, and other management related requirements of the contract. Specifically, the IDIQ Manager shall:

Respond to task order requests, and provide central management and oversight of task orders under this award, working collaboratively and often with USAID central and field project managers, technical officers, Contracting Officers, and meet and consult regularly with the FORECAST II-PT IDIQ COTR.

Select, provide technical and administrative direction and guidance, place and support all technical experts carrying out technical requirements.

Report to USAID technical and contract personnel in accordance with USAID reporting requirements in Section F.

Ensure quality and control methods in a consistent and transparent manner for all contracted tasks and functions.

The IDIQ Manager shall have at least a master's degree in education or a related area

(e.g., economics, history, sociology, anthropology, etc., or developing area studies). The IDIQ

Director shall also have a minimum of 12 years of experience (for candidates with a

Ph.D.) working with sector assessment, strategic planning, project management, education-training/capacity development programs, program design, monitoring and evaluation, preferably in developing countries. The following chart provides the minimum years of relevant work experience associated with the IDIQ Manager’s academic degree:

Academic Degree Required Minimum

Years of Relevant

Work Experience

Required Years of

International

Development

Experience

PhD

ABD / JD

MS/MA/MBA

It is desirable that the IDIQ Manager have excellent strategic planning, management, and technical leadership skills and demonstrated experience in project management, program assessment and program design across sectors, training implementation, human resources, institutional development, adult learning methodologies, monitoring, and evaluation in a developing country setting. S/he should be able to provide vision, direction, and leadership in working with and bringing together disparate technical areas that span all regions of the world.

Preferably, the IDIQ Manager should have a solid grasp of the physical and psychological challenges inherent in working in conflict countries and some actual work experience in such countries. As gender issues are very important in USAID's education, training and capacity development portfolio (which has an emphasis on girls education), experience in dealing with gender concerns (male as well as female) will be highly valued. Preferably, the incumbent should have strong writing and oral presentation skills, and be knowledgeable about the overall technical, administrative and logistical responsibility for the effective, efficient, and timely implementation of all activities undertaken by the contractor. It is desirable that s/he have demonstrated experience managing projects of a similar size and scope, preferably in an international context. Oral and written English language skills must be commensurate with a

U.S. professional environment (Defined as a typical government or private sector office predominantly intended to provide professional or technical services to a diverse clientele.)

C.5 MANAGEMENT OF TASK ORDER SUB GRANTS

Funds may be made available in individual task orders for the award and administration of grants. The contractor shall solicit, negotiate, award and administer grants under task orders.

These grants will be secondary or minor to the overall work performed under the task order.

Grants management tasks may include: contractor(s) participation in or responsibility for the drafting and publication of Requests for Applications (RFAs). However, the program direction, focus, type of grantees and final grant approval will remain with the tasking Bureau TOCO or

Mission TOCO. The Contractor will be responsible for working with local groups to develop grant proposals, evaluation of proposals, establishment of grant agreements, delivery of financial and in-kind assistance, monitoring implementation and grant close-out. The Contractor’s responsibilities may also include: screening of potential grantee partners, design of the grant, database entry, and/or monitoring and evaluating the grantee deliverables. The Contractor(s) must review all grant proposals before final approval to assure they are consistent with USAID policies and procedures, grant format and disposition of property. The TOCO must approve grants unless otherwise stated in the task order. The process for approving grants will be specified in the task orders.

[END OF SECTION C]

SECTION D - PACKAGING AND MARKING

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 shall 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

(a) In accordance with ADS 320, USAID policy is to require exclusive branding and marking in

USAID direct acquisitions using any source of funds. Contractors and subcontractors' corporate identities or logos must not be used on USAID-funded program materials. Marking is not required on Contractor vehicles, offices, office supplies or other commodities used solely for administration of the USAID-funded program. Marking is not permitted on any communications that are strictly administrative, rather than programmatic, in nature. USAID identity is also prohibited on Contractor and recipient communications related to award administration, such as hiring/firing of staff or renting office space and/or equipment.

(b) The contractor shall develop a broad branding implementation plan (BIP) and Marking Plan

(MP) for the IDIQ to describe how the program deliverables shall be branded. The BIP shall implement USAID branding strategy for the FORECAST II: Participant Training program

(unless specified otherwise in a specific Task Order):

Program Name: FORECAST II: Participant Training

Branding: The branding shall incorporate the message that the assistance is "from the American People and by USAID‖

Desired Level of Visibility: USAID identity must be prominently displayed in:

commodities or equipment; infrastructure projects; printed, audio, visual or electronic public communications; studies, reports, publications, web sites, and promotional and informational products; and events.

Organizations to Be Acknowledged: The branding may acknowledge other organizations deemed as partners of an event or deliverable.

The MP shall enumerate all of the public communications, commodities, infrastructure projects, program materials, events, deliverables, and other items that shall be marked with the USAID identity or brand.

(c) Each request for Task Order proposals (RFTOP) under this IDIQ shall request a program-specific BIP and MP. For each Task Order, the contractor shall develop a detailed Branding

Implementation Plan (BIP) and Marking Plan (MP). The Marking Plan may include requests for exceptions to marking requirements or programmatic reasons, to be approved by the Contracting

Officer. Waivers, as defined by ADS 320, may be necessary for compelling political, safety or security concerns or if the marking shall have an adverse effect in the host country. Marking and attribution for physical structures may need to be visible as soon as work commences. If grants are authorized in a TO, the Contractor shall clearly and conspicuously state in the small grants documentation and all delivered procurement that resources for the grant have been donated by

USAID and make clear that the Contractor is acting as USAID's agent. Contract deliverables to be marked with the USAID identity must follow design guidance for color, type, and layout in the Graphic Standards Manual, available at www.usaid.gov/branding, or any successor branding policy.

D.3. DOCUMENTS, POLICIES AND INITIATIVES REFERENCED AND

INCORPORATED

FORECAST II – Participant Training (PT) Practitioner’s Handbook. See link below.

Human and Institutional Capacity Development (HICD) Handbook.

(http://pdf.usaid.gov/pdf_docs/PNADT442.pdf)

Foreign Assistance Framework

(http://www.state.gov/documents/organization/79748.pdf)

Foreign Assistance Standardized Program Structure and Definitions

(http://www.state.gov/f/releases/factsheets2006/79645.htm)

U.S. Foreign Assistance Reform: Achieving Results & Sustainability in Support of

Transformational Diplomacy (http://www.state.gov/f/releases/factsheets2006/68202.htm)

ADS 200-203, Policy Paper: Program Focus Within Basic Education

(http://www.usaid.gov/policy/ads/200/200mad.pdf

ADS 204, Environmental Procedures (http://www.usaid.gov/policy/ads/200/204.pdf)

ADS 252, Visa Compliance for Exchange Visitors

(http://inside.usaid.gov/ADS/200/252.doc)

ADS 253, Training For Capacity Development

(http://inside.usaid.gov/ADS/200/253.doc)

ADS 320, Acquisition and Assistance (http://www.usaid.gov/policy/ads/300/)

[END OF SECTION D]

http://www.usaid.gov/branding http://pdf.usaid.gov/pdf_docs/PNADT442.pdf http://www.state.gov/documents/organization/79748.pdf http://www.state.gov/f/releases/factsheets2006/79645.htm http://www.state.gov/f/releases/factsheets2006/68202.htm http://www.usaid.gov/policy/ads/200/200mad.pdf http://www.usaid.gov/policy/ads/200/204.pdf http://inside.usaid.gov/ADS/200/252.doc http://inside.usaid.gov/ADS/200/253.doc http://www.usaid.gov/policy/ads/300/

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

52.246-2 INSPECTION OF SUPPLIES—FIXED PRICE AUG 1996

52.246-3 INSPECTION OF SUPPLIES—COST REIMBURSEMENT MAY 2001

52.246-4 INSPECTION OF SERVICES—FIXED PRICE AUG 1996

52.246-5 INSPECTION OF SERVICES—COST REIMBURSEMENT APR 1984

E.2 INSPECTION AND ACCEPTANCE

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

[This will be completed at time of award.] or at any other location where the services are performed and reports and deliverables or outputs are produced or submitted. The COTR identified in Section G has been delegated authority to inspect and accept all services, reports, and deliverables required by the basic IDIQ.

A TOCO may designate a COTR for a specific Task Order. If so, the Task Order COTR

(TOCOTR) may inspect and accept all services, reports and required deliverables or outputs if specified in the Task Orders.

[END OF SECTION E]

SECTION F - DELIVERIES OR PERFORMANCE

F.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

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.

52.242-15 STOP-WORK ORDER ALTERNATE I (AUG 1989) AUG 1989

52.247-34 F.O.B. DESTINATION NOV 1991

52.247-48 F.O.B. DESTINATION – EVIDENCE OF SHIPMENT FEB 1999

52.247-55 F.O.B. POINT FOR DELIVERY OF GOVERNMENT

FUNISHED PROPERTY JUNE 2003

F.2 PERIOD OF PERFORMANCE

The period of performance for this Contract is Five (5) years from date of award.

Although Task Orders may be issued at any time during this ordering period, two constraints apply to the period of performance for Task Orders. First, the period of performance for a Task

Order may not go beyond three (3) years after the end of the ordering period of the IDIQ.

Second, a TOCO may not award a Task Order for a period of performance that goes more than five (5) years into the future at the time the order is either awarded or extended by modification.

F.3 PLACE OF PERFORMANCE

Performance of this Contract and Task Orders issued hereunder shall be as specified in task orders to which the Contracting Officer’s Technical Representative, in accordance with Section

H of this Contract and the clauses of this Contract entitled ―International Travel Approval and

Notification Requirements‖ (AIDAR 752.7032) and ―Personnel‖ (AIDAR 752.7027), approves international travel for performance of the work. USAID/Mission issued Task Orders will specify place of performance.

F.4 PERFORMANCE STANDARDS

Evaluation of the contractor's performance shall be conducted for each Task Order in accordance with the performance standards set forth in the Task Order and will be conducted jointly by the

TOCOTR and the TOCO, and shall form the basis of the contractor's permanent performance record with regard to this Contract as required in FAR Part 42.15 and AIDAR 742.15.

Contractor performance reports shall be conducted for Task Orders only.

F.5 REPORTS AND DELIVERABLES OR OUTPUTS

In addition to the requirements set forth for submission of reports in Sections C, I and J, the contractor shall submit the following deliverables or outputs to the COTR with a copy to the

Contracting Officer:

(I) IDIQ Reporting Requirements

(A) Contents of Periodic Progress Reports

(1) Performance Monitoring Reports (PMRs). The contractor shall submit performance reports summarizing progress of the major activities in process during the period in relation to the requirements of the Contract, indicating any problems encountered, and proposing remedial actions as appropriate. In addition, beginning with the second PMR, and continuing subsequently with even numbered PMRs, the contractor shall include a section which discusses any salient programmatic trends that can be distilled from major activities that are in process or recently completed; and, highlights unresolved or on-going administrative/bureaucratic constraints to the contractor's optimal performance;

an update of which will be used as part of future award evaluations.

(2) Contract Financial Report. The contractor shall provide to the IDIQ COTR a concise quarterly report within 30 days of the three-month periods ending on

March 31, June 30, September 30, and December 31. The report shall include the following:

a. Notification of New Task Orders. To include the following:

i. Task order number

ii. Title

iii. Statement of Work/Activity Description

iv. Mission/Bureau contracting the task order

v. Period of performance

vi. Contracting Officer

vii. COTR

viii. Ceiling Price

ix. Initial…