Section_J.3_PRH_Task_Order.pdf

1. THIS CONTRACT IS A RATED ORDER RATING PAGE OF PAGES

UNDER DPAS (15 CFR 700)

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

SEALED BID (IFB)

NEGOTIATED (RFP)

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

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

9. Sealed offers in original and _____________________________ copies for furnishing the supplies or services in the Schedule will be received at the place specified in Item 8, or if handcarried, in the depository located in until local time _______________________ (Hour) (Date)

CAUTION - LATE Submissions, Modifications, and Withdrawals: See Section L. All Offers are subject to all terms and conditions contained in this solicitation.

A. NAME B. TELEPHONE (NO COLLECT CALLS) C. E-MAIL ADDRESS

AREA CODE NUMBER EXT.

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

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

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

12. In compliance with the above, the undersigned agrees, if this offer is accepted, the offeror will furnish any or all items upon which prices are offered at the price set opposite each item, delivered at the designated point(s), within the time specified in the schedule following the terms of this solicitation.

13. DISCOUNT FOR PROMPT PAYMENT 10 CALENDAR DAYS (%) 20 CALENDAR DAYS (%) 30 CALENDAR DAYS (%) CALENDAR DAYS (%) (See Section I, Clause No. 52-232-8)

14. ACKNOWLEDGEMENT OF AMENDMENTS AMENDMENT NO. DATE AMENDMENT NO. DATE

(The offeror acknowledges receipt of amendments to the SOLICITATION for offerors and related documents numbered and dated:

CODE FACILITY 16. NAME AND TITLE OF PERSON AUTHORIZED TO SIGN OFFER 15A. NAME AND

ADDRESS

OF OFFEROR

(Type or print)

15B. TELEPHONE NUMBER 17. SIGNATURE 18. OFFER DATE

AREA CODE NUMBER EXT. 15C. CHECK IF REMITTANCE ADDRESS IS DIFFERENT FROM

ABOVE - ENTER SUCH ADDRESS IN SCHEDULE

19. ACCEPTED AS TO ITEMS NUMBERED 20. AMOUNT 21. ACCOUNTING AND APPROPRIATION

22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION: 23. SUBMIT INVOICES TO ADDRESS SHOWN IN ITEM (4 copies unless otherwise specified)

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

24. ADMINISTERED BY (If other than Item 7) 25. PAYMENT WILL BE MADE BY CODE CODE

26. NAME OF CONTRACTING OFFICER (Type or print) 27. UNITED STATES OF AMERICA 28. AWARD DATE

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: Email

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 54

SOL-OAA-12-000128

X

U.S. AGENCY FOR INTERNATIONAL DEVELOPMENT

OFFICE OF ACQUISITION AND ASSISTANCE

M/OAA/GH SA-44 Building 301 4th Street, SW.

WASHINGTON, DC 20547

See Section L

See Section L

Paul Burford GHcommodityIDIQ@usaid.gov

X 1

X 5-7

X 8-26

X 27-28

X 29

X 30-31

X 32-35

X 36-47

X 48-54

$.00

Christopher J. Egaas

Contracting Officer

Commodity Security and Logistics (CSL) Task Order

ACRONYMS

SECTION B – SUPPLIES OR SERVICES AND PRICE/COSTS

B.1. PURPOSE

B.2. ORDER TYPE

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

B.4. PRICE SCHEDULE

B.5. LABOR

B.6. ALLOWABLE COSTS

B.7. PAYMENT

SECTION C – STATEMENT OF WORK

C.1 Statement Of Work C.2 Objective 1: Global Commodity Procurement and Logistics C.3 Objective 2: Systems Strengthening – Supply Chain Technical Assistance C.4 Objective 3: Global Collaboration

SECTION D – PACKAGING AND MARKING

D.1 AIDAR 752.7009 MARKING (JAN 1993)

D.2 BRANDING POLICY

D.3 PACKAGING AND PACKING PROVISIONS

SECTION E – INSPECTION AND ACCEPTANCE

E.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE . 29

E.2 INSPECTION AND ACCEPTANCE

SECTION F – DELIVERIES OR PERFORMANCE

F.1. PERIOD OF PERFORMANCE ...................................... Error! Bookmark not defined.

F.2. PLACE OF PERFORMANCE........................................ Error! Bookmark not defined.

F.3. REPORTING REQUIREMENTS ................................ Error! Bookmark not defined.0 F.4. PERSONNEL .................................................................. Error! Bookmark not defined.

F.5. WORK WEEK ................................................................ Error! Bookmark not defined.

SECTION G – CONTRACT ADMINISTRATION DATA

G.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE . 32

G.2 PAYMENT AND VOUCHERS

G.3 CONTRACTING OFFICER

G.4 CONTRACTING OFFICER’S REPRESENTATIVE (COR)

G.5 CONTRACTOR’S PRIMARY POINT OF CONTACT

G.6 PAYING OFFICE……………………………………………………………………...32

G.7 ACCOUNTING AND APPROPRIATION DATA

G.8 CONTRACTOR'S PAYMENT ADDRESS

G.9 TECHNICAL DIRECTIONS/RELATIONSHIP WITH USAID

SECTION H – SPECIAL CONTRACT REQUIREMENTS

H.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE . 36

H.2 AIDAR 752.225-70 SOURCE AND NATIONALITY REQUIREMENTS

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

H.4 AIDAR 752.7007 PERSONNEL COMPENSATION (JUL 2007)

H.5 ADDITIONAL REQUIREMENTS FOR PERSONNEL COMPENSATION

H.6 INFORMATION SYSTEM SECURITY

H.7 DEFENSE BASE ACT (DBA) INSURANCE

H.8 AUTHORIZED GEOGRAPHIC CODE

H.9 LOGISTIC SUPPORT

H.10 LANGUAGE REQUIREMENTS

H.11 NONEXPENDABLE PROPERTY PURCHASES AND INFORMATION

TECHNOLOGY RESOURCES

H.12 EXECUTIVE ORDERS ON TERRORISM FINANCING

H.13 FOREIGN GOVERNMENT DELEGATIONS TO INTERNATIONAL

CONFERENCES (JAN 2002)

H.14 752.7032 INTERNATIONAL TRAVEL APPROVAL AND NOTIFICATION

REQUIREMENTS (JAN 1990)

H.15 USAID DISABILITY POLICY (DEC 2004)

H.16 COMPLIANCE WITH SECTION 508 OF THE REHABILITATION ACT OF 1973,

AS AMENDED

H.17 LOGISTIC SUPPORT GOVERNMENT FURNISHED FACILITIES/PROPERTY ... 42

H.18 RIGHT TO PROCURE FROM OTHER SOURCES

H.19 REPORTING OF FOREIGN TAXES (JULY 2007)

H.20 NONDISCRIMINATION (June 2012)

H.21 SUBCONTRACTING PLAN & THE SF 294 - SUBCONTRACTING REPORT FOR

INDIVIDUAL CONTRACTS & SF 295 - SUMMARY CONTRACTING REPORT

H.22 SMALL DISADVANTAGED BUSINESS PARTICIPATION/TARGET……………44

H.23 SUBCONTRACTING CONSENT

H.24 CONSCIENCE CLAUSE IMPLEMENTATION (FEBRUARY 2012)

H.25 CONDOMS……………………………………………………………………………46

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

OR PRACTICE OF PROSTITUTION OR SEX TRAFFICKING……………………………...46

PART II – CONTRACT CLAUSES

SECTION I – CONTRACT CLAUSES

I.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE . 48

I.2 52.203-13 CONTRACTOR CODE OF BUSINESS ETHICS AND CONDUCT ...…50

ACRONYMS

ACT Artemisinin-based combination therapy APS Annual program statement ARV Antiretroviral CDC Centers for Disease Control CHAI Clinton Health Access Initiative DIFD Department for International Development (United Kingdom) GFATM Global Fund for AIDS, Tuberculosis and Malaria GH Global health GMP Good Manufacturing Practice IDIQ Indefinite Delivery, Indefinite Quantity ITN Insecticide treated net KPI Key Performance Indicator LLIN Long-lasting insecticide treated net NGO Non-governmental organization IPTp Intermittent preventive treatment for pregnant women IDIQ Indefinite Delivery, Indefinite Quantity contract PMI President’s Malaria Initiative QA Quality assurance RFTOP Request for task order proposal RDT Rapid diagnostic test SOW Scope of Work SKU Stock Keeping Unit TO Task Order TOCOR Task order contracting officer’s representative USAID United States Agency for International Development USG United States Government WHO World Health Organization

SECTION B – SUPPLIES OR SERVICES AND PRICE/COSTS

B.1. PURPOSE

The purpose of this Task Order is:

1. To serve as the primary vehicle through which USAID will procure and provide family planning health commodities for USAID health programs.

2. To serve as one of the vehicles through which USAID will procure and provide other health commodities for USAID health programs.

3. To provide Technical Assistance to improve supply systems and commodity security in partner countries.

This Task Order (TO) is awarded under the Global Health Supply Chain Management Indefinite Delivery, Indefinite Quantity (IDIQ) Contract and is designed to serve the health commodity and health systems strengthening needs of USAID as well as other entities, including but not limited to other USG agencies, partner country governments, Non- Governmental Organizations (NGOs) and other donors. At the discretion of USAID, the Contractor will be required to work with a broad base of stakeholders.

The IDIQ requirements and terms are not repeated within this TO but are additive to the terms of this TO unless otherwise noted.

B.2. ORDER TYPE

This is a cost plus fixed fee, term type contract. For the consideration set forth in the contract, the Contractor shall provide the deliverables or outputs described in Section C and comply with all contract requirements.

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

(a) The estimated amount for the performance of the work required hereunder, exclusive of any fixed fee is $__________. The fixed fee is $__________. The estimated cost plus fixed fee is $_________.

(b) Within the estimated cost plus fixed fee specified in paragraph (a) above, the amount currently obligated and available for reimbursement of allowable costs incurred by the Contractor (and payment of fee) for performance hereunder is $__________. The Contractor shall not exceed the aforesaid obligated amount.

(C) Funds obligated hereunder are anticipated to be sufficient through TBD.

B.4. PRICE SCHEDULE

The total Summary budget is:

Line Item Year 1 Year 2 Year 3 Year 4 Year 5 TOTAL

1. TOTAL LABOR

Headquarters Labor Direct Salaries $ HQ Consultants $ Total HQ Labor Costs $ Field Labor Direct Salaries $ Field Consultants $ Total Field Labor Costs $

TOTAL LABOR $

2. FRINGE BENEFITS

HQ Fringe $ Field Fringe

TOTAL FRINGE

BENEFITS

3. SUBCONTRACTS

HQ Subcontracts $ Field Subcontracts $

TOTAL SUBCONTRACTS $

4. TRAVEL, TRANSPORTATION & PER DIEM

HQ Travel & Per Diem Field Travel & Per Diem Total Travel, Transportation & Per Diem

5. ALLOWANCES $

6. OTHER DIRECT COSTS $

Sub-Total Direct Costs $ $ $ $ $ $

7. INDIRECT COSTS

Overhead G&A (If Any)

TOTAL INDIRECT COSTS $

Sub-Total (Direct + Indirect) $ $ $ $ $ $

8. FIXED FEE % % % % % $

9. COMMODITY PROCUREMENT

CSL products 159M 167M 176M 185M 194M $881M Cost Recovery on Commodities

Sub-Total Commodity Procurement

TOTAL CPFF $ $ $ $ $ $

B.5. LABOR

The following is the price schedule per year, please note that CLINs contain multiple positions/individuals per Labor Category (chart filled upon award):

CLIN Labor Category Daily Rate Level of Effort Total 0001 A $ $ 0001 B $ $ 0001 C $ $ 0001 D $ $ 0001 E $ $ 0001 F $ $

B.6. ALLOWABLE COSTS

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

B.7. PAYMENT

The paying office is (See Section G)

[END OF SECTION B]

SECTION C – STATEMENT OF WORK

C.1 STATEMENT OF WORK

C.1.1. Background

The overarching objective of this TO is to increase the availability of health products in public and private services through strengthened supply systems and supportive environments for health commodity security, and provide superior customer support to USAID field programs to address their health commodity needs.

The Contractor will need to 1) design, implement and maintain a global supply chain for commodity donations, 2) maintain a robust technical capacity to improve country management of supplies to serve clients in need, and 3) leverage the capacities of stakeholders. The Contractor will be expected to operate in a dynamic setting and adjust its implementation approaches accordingly, utilizing proven expertise, processes and technology.

C.1.2. TASK ORDER OVERVIEW

• Objective 1: Improve the provision of health commodities through global commodity procurement and logistics.

• Objective 2: Strengthen in-country supply chain systems through supply chain technical assistance.

• Objective 3: Global collaboration to engage strategically to improve long term global supply of health commodities.

C.2 OBJECTIVE 1: GLOBAL COMMODITY PROCUREMENT AND LOGISTICS

The Contractor must be prepared to perform the following tasks under Objective 1.

C.2.1 Health Commodity Procurement

Throughout the period of performance, USAID requires the Contractor to demonstrate and maintain the technical capacity, as well as to implement a commodity procurement process that is competitive, fair and transparent across the range of health products that are procured and distributed on behalf of the USAID Global Health Bureau and PRH.

The Contractor must anticipate managing public health, family planning, reproductive health products procurement volume approximately at $120 million on an annual basis, 240+ SKUs, 20+ vendors and ship to an estimated 45+ countries. The exact type and value of the products cannot be predicted at this time. However, a catalog of the primary products currently procured through the USAID | DELIVER PROJECT are available online. The Contractor must have the capacity to provide procurement services as detailed below on a worldwide basis to any country designated by USAID.

C.2.1.1. Health Commodity Strategic Sourcing

The Contractor must continuously implement a strategic sourcing methodology, including all steps, and must provide qualified staff and operate a commodity procurement management system that is capable of efficient and accurate processing of all procurements and subcontracts under this task order.

The Contractor is responsible for strategic and efficient solicitation, evaluation, negotiation, award, management, administration and closeout of commodity subcontracts, under USAID technical guidance and in compliance with USG/USAID contracting rules and policies. It is the Contractor’s responsibility to ensure that all purchased products meet USAID quality standards (as defined in ADS 312).

This process should maintain the flexibility to manage commodity transitions in the phase-out of existing commodities and the introduction of new commodities as per applicable guidelines and where appropriate (e.g. achieving best value), use in-country and/or regionally-based suppliers.

The TOCOR may require the Contractor to convene a Technical Oversight Committee (TOC), composed of procurement professional with private and public sector procurement expertise, USAID representatives and the Contractor’s professional procurement staff. The overall objective of the TOC is to identify products to determine strategies for the procurement of new products, including market analysis, documenting and integrating best practices and/or validation or certification of processes to help ensure that cutting edge and effective procurement practices are part of the Contractor’s procurement strategies.

C.2.1.2. Health Commodity Selection

The Contractor must meet USAID’s ADS 312 requirements for the purchase of commodities.

Criteria for health commodity selection will be based on technical input from USAID, other USG agencies, and other experts as designated with respect to dimensions such as quality and efficacy. This list of products are referred to as “Illustrative List of Commodities” as described in IDIQ Section J.8.

Products to be procured under this task order will include, but are not limited to, the following:

Contraceptive Products Other Health Products Condoms (male and female) Medicines Contraceptive implants Medical supplies Injectable contraceptives Medical equipment

Intrauterine devices (IUDs) Other products as requested Oral contraceptives Emergency Contraceptive Cycle Beads

The Contractor must make a commodity catalog continuously available that is complete and accurate. This catalog should include all pertinent information for each item including but not limited to logistics information such as unit cost, weight, pack size, and carton dimensions;

drugs must be classified using EphMRI. The current, accurate version of this catalog must be available online to USAID and other clients, and will be updated daily if needed to reflect current pricing and product information. The Contractor should seek opportunities to harmonize the product catalog with those provided by the other TOs within the GH IDIQ.

C.2.1.3. Health Commodity Procurement and Subcontractor Management

As stated in the IDIQ requirements and in addition:

The Contractor must manage all aspects of health commodity procurement including selection and administration of subcontracts with suppliers; insurance and delivery; and quality assurance, as required. The Contractor’s procurement procedures must fully comply with the Federal Acquisition Regulations (FAR) and USAID regulations, and at the same time leverage volume purchasing to achieve prices comparable to the best prices obtained by USAID, private sector buyers, and/or other donors.

C.2.1.4. Commodity Procurement Risk Management.

As stated in the IDIQ requirements.

C.2.1.5. Health Commodity Supplier Forecasting

As stated in the IDIQ requirements and in addition:

Data used to develop supplier / procurement forecasts must include but are not limited to:

1) Forecasted demand (annual quantifications)

2) Consolidated supply plans with partners such as UNFPA

3) Placed orders

4) Historical orders

5) Required quantities

6) Delivery time and location requirements

The Contractor may be required to develop and share these forecasts with other Donors and USG partners as part of a collaborative forecasting and operations planning process.

Updates to procurement forecasts must be done monthly. These plans must be based on estimates of procurement operations to be carried out in the specified period. These forecasts must be shared with the USG team monthly in numerical and graphical form.

C.2.1.6. Health Commodity Customer Demand Forecasting

The Contractor must develop a process for supply and demand forecasting and coordination.

These forecasts must serve as input to a more comprehensive operational planning process – including financial planning, budgeting, operations and inventory planning. The forecasting process must match the operations planning process in terms of frequency and speed in which the forecast is produced. The forecasting horizon and accuracy of the forecast should be such that it enables the creation and execution of plans to take advantage of the forecasts.

The Contractor must forecast for all product contraceptive product categories, unless agreed to otherwise by USAID. Forecasting intervals will be specified by USAID upon award.

Where appropriate, the Contractor must coordinate with other entities procuring the same commodities to improve the customer demand forecast accuracy and coordinate the commodity procurement and supply planning.

Supply and demand forecasts may be shared with manufacturers and other industry stakeholders including but not limited to UNFPA, The Bill & Melinda Gates Foundation and the Clinton Health Access Initiative, and other organizations as directed by USAID.

Where appropriate, the Contractor must coordinate with other entities procuring the same products to improve forecast accuracy and coordinate commodity procurement and supply planning.

C.2.1.7. Product Registration

Key client countries for this TO include:

Afghanistan Ghana Mali South Sudan Angola Georgia Mozambique Tanzania Bangladesh Guinea Nepal Togo Benin Haiti Nigeria Uganda Burkina Faso India Pakistan Yemen Cambodia Kenya Philippines Zambia Cameroon Liberia Rwanda Zimbabwe D.R. of Congo Madagascar Senegal Ethiopia Malawi Sierra Leone

The Contractor must maintain continuous communication and interaction with the Quality Assurance (QA) Contractor under the Global Health Supply Chain Architecture to ensure product registrations meet all requirements to support partner country governments’ efforts to monitor and regulate public health products in circulation. The Contractor must immediately alert USAID of any product registration issues that may cause a shipment delay and provide supply disruption risk mitigation recommendations.

C.2.1.8. Health Commodity Supplier Performance Management

As stated in the IDIQ requirements.

C.2.1.9. Performance Management and KPIs

As stated in the IDIQ requirements.

C.2.1.10. Coordinated Health Commodity Procurement

As stated in the IDIQ requirements and in addition:

When appropriate, the Contractor will seek to coordinate commodity procurements and deliveries with other international donors, particularly the UN Population Fund (UNFPA), and partner country counterparts. The Contractor must liaise with existing international donors and initiatives such as the UNCoLSC, FP2020, World Health Organization, The Bill and Melinda Gates Foundation (BMGF) and the Clinton Health Access Initiative (CHAI) to effectively coordinate in order to avoid unnecessary shortages or overstocks of products and protect fragile market segments. In some cases, USAID may call upon the Contractor to complete procurements on behalf of other international donors.

C.2.1.11. Continuous Improvement.

C.2.2 Logistics. Logistics services for commodity delivery

The contractor must manage all logistics processes associated with the storage and delivery of any health commodity to any point in destination countries.

This activity includes, but is not limited to the following elements:

C.2.2.1. Customer Order Fulfillment

The Contractor must monitor orders to ensure all requests receive a prompt and customer-oriented response. Expected initial response time is within one business day (excluding weekends and holidays). The Contractor must ensure orders are accurately and quickly entered into the system. The Contractor must ensure that products being shipped to countries have received proper registration or import waivers before the “green-light” to ship is given.

Tasks may include but are not limited to:

4. Review the system data integrity on a regular basis and resolve discrepancies,

5. Develop streamlined SOPs to ensure that country requests are handled in an efficient and timely manner,

6. Ensure order data is accurately maintained and automatically transmitted to the

Business Intelligence Contractor,

7. Automatically transmit shipment data to the Reproductive Health Interchange

(RHI) database managed by UNFPA.

8. Emergency order must be processed within 48 hours of receipt (on days of business), and must be identified within the system as such. Emergency order purchasing data must be part of the customer’s purchase history. The Contractor must notify USAID of repetitive emergency orders by Missions or other customers.

The Contractor must perform order management monitoring and reporting functions. Tasks may include but are not limited to:

1. Maintain an on-time delivery log of all ongoing shipments and have an automated way of identifying when a procurement and /or shipments is going to be late.

2. Communicate with USAID/CSL as needed regarding shipments that are either ahead or behind schedule and develop a communications and risk mitigation plans

The Contractor must provide delivery of ordered products with a minimum 90% fill-rate as define below in the service level calculation. The fill-rate must be calculated on a monthly basis for family planning, other reproductive health and other health products as directed by

USAID.

Service level calculation/Fill Rate = (equals) Units(Items)Delivered Units (Items)Ordered

If the fill rate is less than 90%, the Contractor must be able (when requested) to provide documentation to USAID of its attempts to maintain product availability from the manufacturer. The supporting documentation may include, but is not limited to, documentation that supports the existence of an outstanding purchase order for the requested units/items. Failure to meet fill-rates will be officially recorded as part of the contract performance and may also be considered as grounds for Termination for Cause if the poor performance is persistent.

The Contractor must provide delivery of ordered products with a minimum of 95% on-time delivery as defined below in the on-time delivery calculation. On time will be considered +/- 10 business days of the original Delivery to Promise (DTP) date, including customs clearance. The DTP rate must be calculated on a monthly basis for family planning and other health products as directed by USAID.

Delivery to Promise (DTP), by Date = POD Notice Date − 1st DTP Date in SO

Note: POD is Proof of Delivery, SO is Sales Order.

No ocean shipments must be converted into air shipment for the purpose of meeting this goal, except by the written approval of the Mission and the TOCOR. Similarly, the total lead-time committed to each USAID Mission (from receipt of order request by the Contractor to actual delivery at recipient site) must not be altered unless the TOCOR gives his/her written consent.

The Contractor is encouraged to propose innovative approaches and additional or alternative processes and tasks that satisfy each of objectives, focusing on obtaining best value, reducing risk, and improving reliability of products.

C.2.2.2. Warehousing and Inventory Management

C.2.2.3. Freight Forwarding and Transportation

As stated in the IDIQ requirements and in addition:

The Contractor must conduct periodic reviews of freight-forwarding practices and results, and participate in the assessment of proposed alternatives for improved performance.

The Contractor must periodically benchmark the shipment costs it is incurring with other shipping entities and other logistics providers to ensure best value. This benchmarking exercise must be done on a lane by lane basis, the results of which must be shared with USAID and with other external audiences. As appropriate, the Contractor should set up longer term shipping contracts with multiple providers to ensure best value on the shipping lanes and modes in which it operates.

The Contractor must be capable of shipping product wherever it is required, take responsibility for the immediate storage and/or movement of products when released by the suppliers, and maintain responsibility for the products until ownership of the products is transferred to the consignee in country.

The Contractor must provide the TOCOR with up-to-date shipping lead times for air and ocean transport from each sub-contracted warehouse and manufacturer to each customer.

The Contractor must maintain documentation regarding chain of custody on file for any needed review by USAID.

The Contractor must be accredited or authorized to act as a licensed freight forwarder or be associated with a licensed freight forwarder through a sub-contract relationship.

The Contractor must ensure the sub-contracted freight-forwarders interact with the Contractor and/or those of the business intelligence Contractor as directed by USAID.

The Contractor will ship using a variety of modes with various origins and destinations as stipulated at the time of shipment per established INCOTERMS, including cold/cool chain and hazmat, if required. The Contractor will be required (in some cases) to provide additional security for certain products or destinations. The Contractor must ensure that the best-value shipping mode is used in each case, taking into account timely delivery, safety, and security of the product, as well as freight cost.

C.2.2.4. In- Country Commodity Distribution.

C.2.2.5. Financial Management.

As stated in the IDIQ requirements.

C.2.2.6. Continuous Improvement.

As stated in the IDIQ requirements.

C.2.3 Health Commodity Quality Assurance. Provide Health Commodities That Meet Required Quality Requirements

C.2.3.1 Collaboration with QA Contractor and other USAID Designee.

C.2.3.2 Adherence to USAID’s Quality Assurance Requirements.

As stated in the IDIQ requirements.

C.2.3.3 Managing Product Recalls.

As stated in the IDIQ requirements.

C.2.3.4 In-House QA Capability.

C.2.4 Data Visibility. Provide Appropriate Visibility of Data

C.2.4.1. Information Systems Capabilities.

C.2.4.2. Data.

C.2.4.3. Data Standards.

C.2.4.4. Data Loss Prevention.

As stated in the IDIQ requirements.

C.2.4.5. Updates to Information Systems.

As stated in the IDIQ requirements.

C.2.4.6. Data Ownership.

As stated in the IDIQ requirements.

C.2.4.7. Support Existing Tools.

As stated in the IDIQ requirements and in addition:

The Contractor must demonstrate capability to support the operation and maintenance of the Procurement Planning and Monitoring Report (PPMR) system. The PPMR describes stock status of contraceptive products on a country-by-country basis for the Coordinated Assistance for Reproductive health supplies (CARhs) group. The CARhs group consist of representatives of the world's key commodity suppliers to address the short-term supply crises in various countries.

The Contractor must transmit daily updates to the Reproductive Health Interchange (RHI) using RHI’s protocol for receiving shipment information from donor agencies. The information includes shipment details such as the recipient, country, items and quantities, ship dates and leg information.

C.2.4.8. Product Ordering & Tracking.

C.3 OBJECTIVE 2: SYSTEMS STRENGTHENING – SUPPLY CHAIN TECHNICAL ASSISTANCE

The Contractor’s technical assistance activities must draw from evidence-based best practices derived from the public and private sectors and academia when assisting countries. This may require working with a variety of country counterparts within the Ministry of Health, other partners and stakeholders concerned with the regular and sustained availability of health commodities. In its technical assistance efforts across all task orders, the Contractor must:

• seek to realize the benefits of synergies,

• avoid non-value added duplication of effort,

• encourage effective collaboration.

The Contractor must provide both short- and long- term technical assistance to partner countries in supply systems. Many developing country supply systems are outmoded, modeled along administrative boundaries rather than on logistics imperatives. For many of these supply systems, slow, incremental changes will not be sufficient to enable them to meet the challenges of the next decade. With the introduction of new products, and of greater quantities of product, these supply systems will collapse under the pressure. A new paradigm shift has to take place that will inform how supply systems are designed and operated based on sound logistics principles and data. This includes rethinking ‘traditional’ essential drug distribution systems to now accommodate historically parallel, vertical supply chains such as those for vaccines.

Where local supply systems are inadequate to support near-term health objectives, the Contractor may be required to directly provide for certain logistics services, such as (but not limited to) warehousing or transport, in order to ensure that commodities reach their intended clients. Under such circumstances, it is still expected that the Contractor will tap (and thus strengthen) local in-country capacities wherever they may be and are adequate to the task.

While this functional area of the Task Order will largely focus on strengthening in-country supply systems, USAID may ask the Contractor to provide limited, targeted technical support to strengthen the global supply systems of other partners, such as UN agencies and international NGOs.

The Contractor will work in low and middle income countries worldwide with supply systems of varying degrees of complexity and capacity. The Contractor must provide both short and long-term technical assistance. The Contractor must support entities across the public, private, and non-profit sectors in USAID-assisted countries.

C.3.1. Strategic Planning: Provide Strategic Planning and Design Assistance

C.3.1.1. Supply Chain Strategic Plan Development.

C.3.1.2. Strategic Implementation.

The Contractor must be able to progressively move country supply systems along a continuum as the country itself demonstrates increased capabilities, along with other factors such as economic growth. In order to achieve this, the Contractor will be required to have a country by country strategy and roadmap for end-to-end supply system strengthening, with benchmarks to identify the various stages of supply system evolution specific to a country.

Such roadmaps will be reviewed by field activity managers and headquarters for input and approval.

C.3.2. In- Country Logistics

C.3.2.1. Commodity Quantification and Forecasting.

The Contractor must provide technical assistance in quantification and forecasting by reviewing the country’s current approach to estimating commodity supply needs, identifying data or service gaps and proposing different approaches to the estimation of required supply pipelines.

C.3.2.2. Health Commodity Supply Planning.

As stated in the IDIQ requirements and in addition:

The Contractor must provide assistance in new product quantification, forecasting, and procurement planning as well as for any transition to newer and more efficacious products.

The Contractor is required to develop the capacities of staff in local partners to conduct, monitor, and update forecasts and supply plans with minimal project assistance. Additionally, the Contractor should enable local partners to assess how the commercial and social marketing forecasts and/or sales impact the public sector forecasts and vice versa. The Contractor should also devise and update forecasting (and supply planning) tools and software appropriate for a range of health products.

The Contractor will be required to support efforts to improve and coordinate global-level forecasting and supply planning. This includes support to partner forums dedicated to reducing country-level product stock-outs, such as the Coordinated Assistance for Reproductive Health Supplies (CARHs) group and to global initiatives such as those now underway for contraceptive implants. The Contractor will promote rationalization of forecasting methodologies, approaches, and tools to increase forecasting accuracy and promote harmonization of tools and approaches.

The Contractor must be able to assist countries with supply planning to determine and monitor orders and delivery schedules for, as required by USAID and partners, a range of medicines and health supplies. The Contractor may also be requested to assist with the facilitation of donated product registration, where feasible.

C.3.2.3. Procurement.

C.3.2.4. Health Commodity Warehousing and Inventory Management.

The Contractor must have the ability to provide technical assistance in warehouse and inventory management. This includes improving stock and warehouse management practices, building capacity of warehouse staff, and implementing technologies to increase management control, operational efficiencies and improved performance and cost savings.

C.3.2.5. Health Commodity Distribution and Transportation.

As stated in the IDIQ requirements and in addition:

While the Contractor’s position within a supply system may be more to central, provincial, and/or district levels, the Contractor must demonstrate a strong capacity to address distribution challenges to the last mile -- that portion of the supply system that delivers products directly to service points. Upon request, this may include subcontracting for distribution with local providers. It may also mean assisting partners to develop modern approaches to fleet management and route optimization, and developing solutions to extend the working life of a transport fleet, reduce the overall costs of transport, and improve service levels. A priority will be to assist organizations in assessing the feasibility/appropriateness and implementation of outsourcing services to third-party logistics providers and private sector operators.

C.3.2.6. Health Care Waste Management.

Activities may include:

• Actively assist programs in developing reverse supply chains and protocols that can respond to a manufacturer recall or adverse event,

• handle expired and/or damaged product,

• properly manage/dispose of medical waste,

• assist and upon request directly provide for storage, transport, and destruction of recalled/expired product and medical waste,

• provide associated supervision, monitoring, and reporting to ensure accountability and compliance with local policies, regulations, and laws.

C.3.2.7. Commodity Quality Assurance.

C.3.2.8. Appropriate Pharmaceutical and Commodity Selection.

As stated in the IDIQ requirements.

C.3.2.9. Identification of Barriers to Commodity Importation.

C.3.2.10. Commodity Loss Prevention.

C.3.2.11. Product Recalls.

As stated in the IDIQ requirements.

C.3.2.12. Commodity Supply Chain Design.

As stated in the IDIQ requirements.

C.3.2.13. Data Collection and Information Systems.

As stated in the IDIQ requirements.

C.3.2.14. Construction.

C.3.3. Capacity-Building.

The Contractor must tailor capacity building strategies, resources, and activities to the different stages that countries are in, and according to their readiness to absorb capacity building assistance and sustain capacity improvements.

The required capacities are not limited to technical knowledge and skills, but also include competencies in, for example, management and leadership, that are critical for successfully accomplishing and sustaining the Objective 2. There will be increased emphasis on building capacities to source for logistics services – writing tenders, evaluating bids, writing and managing service contracts. The Contractor must leverage the expertise of other organizations and/or individuals in these newer areas to further its capacity building efforts.

The Contractor must be cognizant of and sensitive to in-country gender issues relating to gender roles, rights and responsibilities that may result in the unequal representation of either men or women in positions relating to supply system management and commodity security.

The Contractor must employ innovations for individual capacity building beyond traditional training approaches. The Contractor must build the supply system and commodity security knowledge and capacities of higher level policy and decision makers.

As part of this Task Order’s capacity building approach, the Contractor must engage, and thereby strengthen the capacities of, local and regional organizations as implementing partners in the Task Order’s activities – for example, logistics providers, training/management institutes, and consulting firms.

The Contractor must promote a culture within the international community and national institutions that recognizes the need for professionalization of public health supply system management. The Contractor, collaborating with and supporting People that Deliver and other partnerships, must encourage international and national public health organizations (ministries, NGOs, professional associations, etc.) to give high value to the technical competency of health commodity managers, and hire and retain (or know how to contract for) technically qualified individuals for such positions. The Contractor must support and/or lead forums such as the International Association of Public Health Logisticians (IAPHL) to build networks of supply system professionals worldwide.

C.3.4. Enabling Environments. Strengthen Enabling Environments to Improve Supply Chain Performance.

C.3.4.1. Commodity Financing

The Contractor may be required, but not limited to, performing the following activities:

• Develop or utilize commodity and supply chain costing tools to inform short and long-term budget planning for governments and the private sector; and build capacity to analyze and interpret financing requirements, costing strategies, financing schemes, and revenue sources across the public and private sectors for products and supply systems, including at the last mile.

• Assist governments to coordinate a wide array of stakeholders to ensure effective allocation and utilization of resources and maximization of economic potential, including countries approaching graduation from USAID health assistance.

• Develop innovative approaches to leverage HIV/FP and MCH/FP integration.

• Explore and/or advocate with partners for the inclusion of contraceptives and other key medicines within national or sub-national social insurance schemes.

• Assist with the implementation of USAID Forward by supporting transitions to

Government-to-Government or Government-to-local organization financing for commodity procurement, distribution, and/or other CS or supply system-related functions, where appropriate and requested by USAID.

C.3.4.2. Human Resources.

C.3.4.3. Governance and Leadership.

As stated in the IDIQ requirements.

C.3.4.4. Policy.

As stated in the IDIQ requirements and additional:

The Contractor must support the development and implementation of clearly articulated public policies that prioritize access to quality, affordable health products regardless of gender, including contraceptives and condoms (male and female), through a variety of channels (public sector, private sector nonprofit and commercial, where appropriate), and service delivery points (hospitals, clinics, community-based distribution, etc.). Regional approaches to policy harmonization should be tapped or accelerated to address CS barriers, where appropriate. The Contractor will also support and build local capacities for monitoring and evaluating policy and strategy implementation for commodity security in both the public and private sectors and explore application of technologies or other innovations to do so. The Contractor will help policy makers to assess the consequences of different policy options for commodity security, and their impact on the achievement of national development objectives; global initiatives such as FP 2020, A Promised Renewed, AIDs Free Generation, Post-Millennium Development Goals; and the commercial viability of health commodity markets.

C.4 OBJECTIVE 3: GLOBAL COLLABORATION

As stated in the IDIQ requirements and in addition:

The Contractor must provide leadership, guidance and global technical assistance to ensure the long term global supply of health commodities. In order to focus and improve USAID’s coordination and collaboration with key stakeholders in strengthening supply systems and commodity provision, the Contractor must develop effective and lasting working relationships with all key stakeholders at the global level. These stakeholders include but are not limited to the following:

• U.S. Government Agencies,

• Global Supply Chain Partners. These include organizations working in procurement, finance, health, and education; government counterparts and their country private sector counterparts in product technical services, manufacturing, procurement, freight forwarding, warehousing, and distribution and market development; and partner country regulatory agencies,

• Bilateral donors and public international organizations. These are organizations working on supply system issues and include: the Department for International Development (DFID); the World Health Organization; the World Bank; UNFPA;

Reproductive Health Supplies Coalition, and other organizations,

• Private foundations active in health programs in partner countries. These include but are not limited to: the Bill and Melinda Gates Foundation, the Clinton Health Access Initiative and others,

• Private sector partners. These organizations include multinational corporations, sub-regional businesses, international NGOs, and pharmaceutical networks and distributors.

C.4.1. Global Strategic Engagement

The Contractor must seek opportunities to support partners to leverage proven knowledge, methods and experience. The Contractor will closely coordinate with donors and partners supporting similar programs to identify and maximize efficiencies and ensure all support provided is complementary and transparent. The Contractor must keep USAID apprised of key developments, contribute thought leadership, and develop guidance and analyses that support engagement on issues related to strategic supplier/industry engagement, global procurement issues, long-term commodity financing, new product technology, managing supply systems and others issues related to ensuring the long-term, sustainable availability of family planning and other public health products.

Strategic engagement and collaboration with key stakeholders may include, but is not limited to the following:

• Completion of a landscape analysis to map the work of global/regional supply system management and commodity security stakeholders to identify critical opportunities for engagement and collaboration with key partners,

• Development and maintenance of a calendar of meetings/conferences to keep USAID apprised of key meetings and developments and an accompanying strategy for USAID consideration for prioritizing engagement in the fields of supply system management and commodity security globally,

• Attendance at key global/regional strategic meetings. Examples include meetings related to product procurement and quality, market shaping and/or strategic market development, global resource mobilization, supply system management and reproductive health commodity security,

• Participation and/or coordination of industry meetings with suppliers to provide a forum for USAID and the Contractor to engage on critical issues relating to the supply of family planning and other public health supplies and to strengthen partnerships between USAID and key suppliers,

• Engage with select international, national and regional associations and academic institutions to stay abreast of and share best practices in the field. As directed by USAID, the Contractor may be asked to document key lessons learned and best practices in public health supply systems in peer-reviewed journals,

• Participation and/or coordination of technical advisory groups on issues related to supply system management and commodity security with technical representation from a diverse set of actors across sectors. Membership and content of advisory group(s) may change as issues affecting the field change and as directed by USAID,

• Coordination with other major donors/procurers on global forecasting and demand planning for family planning products and other health products,

• Participation in and support of global initiatives and/or working groups focused on improving access to family planning and other health services globally,

• Facilitation and support for global/regional partnerships tracking family planning and other health commodity shortages and stock-outs and programs at risk for stock challenges related to these products. This work may include, but is not limited to, collecting, maintaining and disseminating logistics data and information in partner countries/programs, convening regular meetings and/or teleconferences of key commodity security stakeholders, and supporting response to identified stock challenges.

The Contractor must approach all collaboration with a goal of improving the global landscape for the provision and accessibility of family planning and other public health supplies and will tap into existing work and networks and create new partnerships as necessary and directed by USAID. As an implementing partner for USAID, the Contractor must represent and safeguard USAID interests in coordination activities and will be a reflection and extension of USAID’s commitment to commodity security. As such, it is expected that all communications with stakeholders will be timely and appropriate; only high-quality, vetted analyses and work will be disseminated to partners and that USAID will be kept apprised of all relevant developments in the field.

C.4.2. Global Market Dynamics

• Keeping abreast of new products, pharmaceuticals, methods, and technology related to the family planning and contraception market. When requested by USAID, the Contractor must support bringing high-quality products, drugs and technology to market through tasks such as market analysis, business planning, and understanding /analyzing supply system and commodity financing,

• Collaborating with international organizations (e.g. RHSC, WHO, Gates) working on reproductive health commodity security to support an improved market for and increased base of quality reproductive health manufacturers. The Contractor must keep abreast of new manufacturers of both Active Pharmaceutical Ingredients (APIs) and Finished Pharmaceutical Products (FPP) for family planning products and map local and/or regional manufacturing capabilities within key donor markets as directed by USAID. The Contractor must bringing high-quality reproductive health products to developing country markets through sharing of demand, procurement, supply system, regulatory, and market segmentation data to inform business entry and planning,

• Engaging with an array of partners at the global and regional levels to identify market inefficiencies which may include, but are not limited to, price, distribution, and procurement arrangements. The Contractor must work with stakeholders to identify and disseminate best practices and tools for countries to adapt and contextualize to address supply-side access barriers across the public, NGO, social marketing and commercial sectors.

C.4.2.1. Global Market Intelligence.

C.4.2.2. Strategies and Information Sharing.

C.4.2.3. Analyzing Global Data and Reporting.

As stated in the IDIQ requirements.

C.4.2.4. New Technologies and Products.

As stated in the IDIQ requirements.

C.4.3. Advocacy: Continued Awareness Raising and…