SOL-OAA-14-00034_-_RED_Box_IDIQ.pdf

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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)

N/A 1 107

SOL-OAA-14-00034 X

01/08/2013 REQ-GH-14-000066

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 12:00 PM EST 03/09/2013

Christopher A. Nikola 202 567-4698 CNikola@USAID.Gov

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Alisa Dunn Contracting Officer mailto:CNikola@USAID.Gov

Global Health Program SOL-OAA-14-00034

CONTENTS

Acronym List

Section B – Supplies Or Services And Price/Costs B.1 Purpose B.2 Contract Type and Services B.3 Minimum Order Guarantee B.4 Maximum Contract Ceiling Order Guarantee B.5 Indirect Costs B.6 Advance Understanding on Ceiling on Indirect Cost Rates B.7 Labor

B.7.1 Unburdened Ceiling Daily Rates (CDR) B.7.2 Minimum Qualifications B.7.3 Subcontractor Rates

B.8 Labor B.9 Task Order Limitations B.10 Cost Reimbursable

Section C – Statement Of Work C.1 Introduction

C.1.1 Background C.1.2 Future Design C.1.3 Health Commodity Technical Assistance IDIQ

C.2 Objective 1: Systems Strengthening Technical Assistance - Strengthen In-Country Supply Systems C.2.1 Strategic Planning: Provide Strategic Planning and Design Assistance C.2.2 In-Country Logistics: Improve Delivery of Health Commodities to Service Sites C.2.3 Capacity-Building C.2.4 Enabling Environments - Strengthen Enabling Environments To Improve Supply Chain Performance. 21

C.3 Objective 2: Global Collaboration – Strategic Engagement To Improve Long Term Availability Of Health Commodities

C.3.1 Global Strategic Engagement- Global Strategic Engagement with Partners for Planning and Implementation. Support Global Partners to Utilize Lessons Learned and Share Best Practices

C.3.2 Advocacy- Continued Awareness Raising and Advocacy to Improve the Availability of Health Commodities

C.3.3 Coordination - Effective Coordination with all USAID Funded Supply Chain Activities and within the

IDIQ

C.4 Knowledge Management and Communication C.5 Data Visibility - Provide Appropriate Visibility of Data C.6 Transition from Deliver and SCMS to New IDIQ C.7 IDIQ Management Team C.8 Gender

Section D – Packaging And Marking D.1 AIDAR 752.7009 Marking (Jan 1993) D.2 Branding Policy

Section E – Inspection And Acceptance E.1 Notice Listing Contract Clauses Incorporated By Reference E.2 Inspection and Acceptance E.3 Responsible Official

Section F – Deliveries Or Performance F.1 Notice Listing Contract Clauses Incorporated By Reference F.2 Period of Performance F.3 Place of Performance

F.4 Performance Standards F.5 Reports and Deliverables or Outputs

F.5.1 IDIQ Level Reports and Deliverables or Outputs F.5.2 Task Order Level Reports and Deliverable or Outputs

F.6 Ordering Procedures for Task Orders F.6.1 General F.6.2 Fair Opportunity and Exceptions F.6.3 Request for Task Order Proposal F.6.4 Classified Task Orders

F.7 Task Order Limitations F.8 Task Order Administration F.9 Key Personnel F.10 Authorized Work Week F.11 AIDAR 752.7005 Submission Requirements for Development Experience Documents (Sep 2013) F.12 AIDAR 752.242-70 Periodic Progress Reports (Oct 2007)

Section G – Contract Administration Data G.1 AIDAR 752.7003 Documentation For Payment (Nov 1998) G.2 Payment And Vouchers G.3 Administrative Contracting Officer G.4 Contracting Officer's Representative (COR) G.5 Contractor’s Primary Point Of Contact G.6 Paying Office 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 AIDAR 752.7004 Emergency Locator Information (Jul 1997) H.2 AIDAR 752.7007 Personnel Compensation (Jul 2007) H.3 Additional Requirements For Personnel Compensation H.4 AIDAR 752.7027 Personnel (Dec 1990) H.5 Conscience Clause Implementation (Acquisition) – Solicitation Provision (February 2012) H.6 Condoms (Acquisition) (June 2005) H.7 Prohibition on the Promotion or Advocacy of the Legalization or Practice of Prostitution or Sex Trafficking

(Acquisition) (April 2010) H.8 AIDAR 752.225-70 Source And Nationality Requirements (Feb 2012) H.9 Information System Security H.10 Defense Base Act (DBA) Insurance H.11 Authorized Geographic Code H.12 Logistic Support H.13 Language Requirements H.14 Nonexpendable Property Purchases and Information Technology Resources H.15 Executive Orders On Terrorism Financing H.16 Foreign Government Delegations To International Conferences (Jan 2002) H.17 AIDAR 752.7032 International Travel Approval And Notification Requirements (Jan 1990) H.18 USAID Disability Policy (Dec 2004) H.19 Compliance With Section 508 Of The Rehabilitation Act Of 1973, As Amended H.20 Organizational Conflicts Of Interest: Preclusion From Furnishing Certain Services And Restriction On Use Of

Information (Indefinite Delivery, Indefinite Quantity) (Evaluation Services) H.21 Logistic Support Government Furnished Facilities Or Property H.22 Right To Procure From Other Sources H.23 Reporting Of Foreign Taxes (July 2007) H.24 Nondiscrimination (June 2012) H.25 FAR 19.704 Subcontracting plan requirements

H.26 Small Disadvantaged Business (SDB) Participation Program Target H.27 Subcontracting Consent

Section I – Contract Clauses I.1 Notice Listing Contract Clauses Incorporated By Reference I.2 52.203-13 Contractor Code Of Business Ethics And Conduct (Apr 2010) I.3 52.216-18 Ordering (Oct 1995) I.4 52.209-9 Updates Of Publicly Available Information Regarding Responsibility Matters (Jul 2013) I.5 52.216-19 Order Limitations (Oct 1995) I.6 52.216-22 Indefinite Quantity (Oct 1995) I.7 52.217-8 Option To Extend Services (Nov 1999) I.8 52.232.99 Providing Accelerated Payment To Small Business Subcontractors (Deviation) (Aug 2012) I.9 52.244-2 Subcontracts (Oct 2010)

Section J – List of Attachments

Section K – Representations, Certifications And Other Statements Of Offerors K.1 Notice Listing Solicitation Provisions Incorporated By Reference K.2 52.204-8 Annual Representations And Certifications (Jul 2013) K.3 52.209-7 Information Regarding Responsibility Matters (Jul 2013) K.4 52.230-1 Cost Accounting Standards Notices And Certification (May 2012) K.6 52.230-7 Proposal Disclosure – Cost Accounting Practice Changes (Apr 2005) K.7 Insurance - Immunity From Tort Liability K.8 AIDAR 719.273, The United States Agency For International Development (USAID) Mentor-Protégé Program

K.9 Agreement On, Or Exceptions To, Terms And Conditions K.10 Authorized Negotiators K.11 Data Universal Numbering System (DUNS) Number K.12 Contractor Purchasing System Review K.13 Property Administration System Review K.14 Signature

Section L - Instructions, Conditions, And Notices To Offerors L.1 Notice Listing Solicitation Provisions Incorporated By Reference L.2 52.215-1 Instructions To Offerors—Competitive Acquisition (Jan 2004) L.3 52.216-1 Type Of Contract (Apr 1984) L.4 52.233-2 Service Of Protest (Sep 2006) L.5 52.219-24 Small Business Participation Program--Targets (Oct 2000) L.6 General Instructions To Offerors L.7 Delivery Instructions L.8 Instructions For The Preparation Of The Technical Proposal L.9 Instructions For The Preparation Of The Cost/Price Proposal

Section M – Evaluation Criteria M.1 General Information M.2 Evaluation Criteria and Scoring Methodology

M.2.1 Technical Understanding M.2.2 Capability Statement M.2.3 Management M.2.4 Past Performance

M.3 Cost / Price Proposal Evaluation for the Case Study M.4 Determination Of Competitive Range M.5 Source Selection M.6 Contracting With Small Business Concerns M.7 Small Business

ACRONYM LIST

Acronym Description APR A Promise Renewed APS Annual Program Statements BI&A Business Intelligence and Analytics Award COR Contracting Officer Representative CO Contracting Officer CPFF Cost Plus Fixed-Fee eLMIS Electronic Logistics Management Information System FAR Federal Acquisition Regulation GH Global Health GMP Good Manufacturing Practices GAO Government Accountability Office IEE Initial Environmental Evaluation IDIQ Indefinite Delivery Indefinite Quantity Contract IT Information Technology LMIS Logistics Management Information Systems MIS Management Information Systems NAICS North American Industry Classification System NGOs Non-governmental organizations HIDN Office of Health, Infectious Diseases and Nutrition OHS Office of Health Systems OHA Office of HIV/AIDS PRH Office of Population and Reproductive Health PMP Project Management Plan PEPFAR President’s Emergency Plan for AIDS Relief PMI President’s Malaria Initiative PQM Promoting the Quality of Medicines QA Quality Assurance RHSC Reproductive Health Supplies Coalition RFP Request for Proposal SCMS Supply Chain Management System SIAPS Systems for Improved Access to Pharmaceuticals and Services SLAs Service Level Agreements SOO Statement of Objectives SOW Statement of Work TA Technical Assistance DFID The Department for International Development RBM The Roll Back Malaria Initiative DELIVER The USAID | DELIVER PROJECT TOCOR Task Order Contracting Officer Representative UNFPA The United Nations Population Fund UNICEF The United Nations Children's Fund USAID The United States Agency for International Development USG The United States Government DEC USAID’s Development Experience Clearinghouse WHO World Health Organization http://www.pepfar.gov/ http://deliver.jsi.com/dhome

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 are specified in Section C for USAID’s Global Health Supply Chain Program. 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.2 of the contract.

B.2 CONTRACT TYPE AND SERVICES

This is a Multiple Award Indefinite Delivery Indefinite Quantity contract (IDIQ) utilizing individual task orders to provide technical services. The Government will issue task orders that are either Cost-Plus-Fixed-Fee (CPFF) (term or completion) or Firm-Fixed-Price (FFP).

B.3 MINIMUM ORDER GUARANTEE

The minimum order guarantee for this contract is $25,000.00. USAID is required to order and the Contractor is required to furnish the minimum order amount of services. The initial obligation is expected to be applied towards the first task order issued under this base contract.

Following this initial obligation, individual task orders will obligate funds to cover the work required under each task order.

B.4 MAXIMUM CONTRACT CEILING ORDER GUARANTEE

This is a Multiple Award IDIQ with an overall ceiling price of $500,000,000.00. The maximum aggregate dollar value of the task orders awarded cannot exceed this contract ceiling.

B.5 INDIRECT COSTS

(Only applicable to CPFF Task Orders)

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:

For Prime Contractor:1

Description Rate Base Type Period

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

1/Base of Application:

Type of Rate:

Period:

2/Base of Application:

Type of Rate:

Period:

3/Base of Application:

Type of Rate:

Period:

Source:

For Major Subcontractors (“major subcontractors” are those subcontractors expected to perform at least 20% of the technical effort):

Description Rate Base Type Period

1/ 1/ 1/

Period:

2/Base of Application:

Type of Rate:

Period:

3/Base of Application:

B.6 ADVANCE UNDERSTANDING ON CEILING ON 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:

For Prime Contractor:

Description Rate Base Type Period

1/ 1/ 1/

Period:

2/Base of Application:

Type of Rate:

Period:

3/Base of Application:

For Major Subcontractors:

Description Rate Base Type Period

1/ 1/ 1/

Period:

2/Base of Application:

Type of Rate:

Period:

3/Base of Application:

Type of Rate:

Period:

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

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

d) The contractor shall make no change in its established method of classifying or allocating indirect costs without prior written approval of the Contracting Officer and the Office of Acquisition and Assistance, Contract Audit Support Division.

B.7 LABOR

(Only applicable to cost type task orders)

Central management costs will be handled through the following method:

The Contractor can bill USAID directly for key personnel performing IDIQ management costs under task orders.

B.7.1 Unburdened Ceiling Daily Rates (CDR)

(1) The Unburdened Ceiling Daily Rates apply to all labor (the prime contractor, subcontractor, TCNs, CCN’s, and consultant salaries) on cost-type task orders. CDRs do not apply to fixed-priced task orders. Additional requirements and approvals under the contract still apply to labor costs, including, but not limited to:

a. AIDAR 752.7007 Personnel Compensation (July 2007) (See Section H.),

b. Approval of subcontractors under FAR Part 42,

c. Approval of any final salary rates above the Contractor Salary Threshold (CST) (see ADS 302), and

d. Rules requiring that CCN and TCN labor comply with the local compensation plan limitations, as further provided below.

(2) Approved labor rates for all labor will be negotiated under task orders at equal to, or lower than, the CDRs. Final approval of labor rates is provided by the TOCO. The Government shall not be obligated to pay any daily rate that exceeds the ceiling daily rates set forth in the table below.

(3) Each CDR for personnel listed below is “unburdened” and must only include salary costs or consulting rates of the individual providing the services. The CDR for employees must not include the following:

• Payroll costs (fringe benefits, FICA, allowances, differentials, etc.);

• Indirect Costs applicable to labor; and

• Profit or fee, if any.

The CDRs set forth below are valid for the IQC Period of Performance, and are for a productive eight (8) hour day. The CDRs apply to all subcontractors under the contract, including those set forth in Section B.6 and new subcontractors proposed for specific cost-type task orders.

(4) The unburdened ceiling daily rates for each labor category/group below represent the mid-level and senior-level rate in each category/grouping. Two levels of unburdened ceiling daily rates for each labor category/grouping is included in the contract to provide more flexibility under task orders. If junior-level personnel are required under task orders, they must be proposed at rates below the mid-level unburdened ceiling daily rate.

No. Illustrative Labor Category/Grouping Unburdened Ceiling

Daily Rates (Senior) Unburdened Ceiling Daily Rates (Mid-Level)

1 IDIQ Project Director $ N/A

2 TO Manager $ N/A

3 Financial Manager $ $

4 Technical Manager $ $

5 Subject Matter Experts (e.g. Supply Chain Advisors) $ $

6 Administrative Support Specialists $ $

(5) Definition of labor categories/grouping:

**To be inserted **

(6) Locally Hired National Personnel or Other Non-U.S. Expatriate Rates

All locally hired national personnel and other non-U.S. expatriates must be paid in accordance with AIDAR 722.170.

Salaries for individual locally-hired personnel and other non-U.S. expatriates under this contract and any resulting subcontract must be in accordance with AIDAR 752.7007, Personnel Compensation (July 2007), and should be based upon a combination of factors including the prevailing compensation paid to personnel performing comparable work in the cooperating country as determined by USAID and consideration of the individual's education, work experience, and recent relevant salary history.

Unless otherwise authorized by USAID, the compensation for CCN and TCN labor shall not exceed the prevailing compensation paid to personnel performing comparable work in the cooperating country as determined by USAID and shall be paid in the currency of the cooperating country.

B.7.2 Minimum Qualifications

In order to perform the statement of work set forth in Section C, the Contractor must provide personnel that meet the minimum education and experience requirements set forth below. These minimum qualifications for mid-level and senior personnel correspond to the Unburdened Ceiling Daily Rates above.

*Highest degree obtained should be related to work being performed.

** Experience should be related to the work being performed.

B.7.3 Subcontractor Rates.

(1) The Unburdened Ceiling Daily Rates apply to all subcontractor labor on cost-type task orders.

(2) For subcontractors with a cost accounting system that only processes fully burdened rates, the Contractor may include in its TO proposal, (i) the fully burdened rate proposed to the Contractor by the subcontractor, (ii) allocation of the Contractor’s indirect costs in accordance with established accounting practices, and (iii) a reasonable profit. If the rates proposed to USAID, inclusive of the Prime’s allocable indirect costs and a reasonable profit, exceed the contract’s unburdened CDRs , the Contractor must disclose the amount of the indirect costs and the amount of the proposed profit that were added to the subcontractor’s proposed rates. The TOCO will negotiate reasonable labor rates using that information.

B.8 LABOR

Compensation of personnel under this contract or any resulting subcontract must be in accordance with AIDAR 752.7007 Personnel Compensation (JUL 2007), the full text of which is in Section H.2.

a) Central management costs: The Contracting Officer has determined the government will not authorize central management costs under the IDIQ contract. Contractors shall not bill USAID directly for central management costs (e.g. responding to task order proposal requests, central reporting, and central meetings with the basic IDIQ contract Contracting Officer’s Representative) under this IDIQ contract or under task orders.

b) The work day and work week policies and method of accounting for paid absences including holidays for the contractor and major subcontractors. (The contractor’s information will be included in the award as an attachment pursuant to the instructions found in Section L.9)

Education + Experience Requirements

Level Academic Degree* AND Years of Relevant Work Experience**

Mid

Ph.D. 4

JD/ABD 5

MS/MA/MB 6

BS/BA 8

Less than BS/BA 10

Senior

Ph.D. 8

JD/ABD 10

MS/MA/MB 12

BS/BA 15

Less than BS/BA 20

B.9 TASK ORDER LIMITATIONS

Note: Task Orders issued under this IDIQ contract may either be Cost-Plus-Fixed-Fee (term or completion) or Firm- Fixed-Price.

a) Cost-Plus-Fixed-Fee Task Orders. When issuing CPFF task orders, the TOCO must 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 cognizant Contracting Officer to perform the services, reports, or other deliverables in the Task Order. This maximum amount represents the negotiated mix of the prime contractor's and subcontractors' professional labor categories and salaries, an estimated number of workdays, other direct costs, and fixed fee.

b) Firm-Fixed-Price Task Orders. When issuing FFP task orders, TOCOs must 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. Please See Section B.3.

d) Maximum Order. Please See Section B.4.

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; or (3) violate the organizational conflict of interest provisions in Section H of this contract, 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 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.

[END OF SECTION B]

SECTION C – STATEMENT OF WORK

C.1 INTRODUCTION

The United States Agency for International Development (USAID) is the U.S. Government’s (USG’s) principal implementing organization for international development assistance. The purpose of this Multiple Award Indefinite Delivery Indefinite Quantity Contract (IDIQ) is to provide expert labor performing technical assistance in

• Strengthening Country Supply Systems, and

• Strategic Collaboration to Improve the Long-Term Availability of Health Commodities

This IDIQ will serve the health commodity technical assistance needs of USAID, other USG agencies, partner country governments, non-governmental organizations (NGOs), and other entities across all health elements (e.g. malaria, family planning, HIV/AIDS, TB, maternal and child health, etc.) This IDIQ represents one mechanism through which USAID offers global health commodity-related technical assistance.

C.1.1 Background

The work described in this Statement of Work (SOW) falls under the cognizance of the Bureau for Global Health (GH).

GH has the overarching goal of improving human health and their portfolio includes programs that represent the commitment of the USG to prevent suffering, save lives, and create a brighter future for families across the globe.

Successful implementation of USG health programs in partner countries is dependent in part on an uninterrupted supply of health commodities.

Procurement of Health Commodities. Procurement of health commodities has been a focus of USAID GH for over 30 years. Since 2005, USAID has procured and delivered more than 4,300 different products valued at $2.4 billion and has provided more than $700 million in systems strengthening technical assistance in more than 50 countries. These activities support USAID GH’s vision, “a world where people lead healthy, productive lives and where mothers and children survive and thrive”.

Currently, three Offices in GH procure health commodities for USAID programs and Presidential initiatives globally.

They are the:

• Office of Health, Infectious Diseases and Nutrition (HIDN). HIDN manages a diverse portfolio. It is responsible for managing the Bureau for Global Health’s activities in child health, maternal health, neonatal health, and infectious diseases such as tuberculosis, malaria, avian influenza, and neglected tropical diseases, and for providing technical leadership in each of these areas. The activities also include programs in nutrition/micronutrients, food security, health policy and health systems strengthening, and child survival and health grants with non-governmental organizations (NGOs) as well as in monitoring, reporting, and performance management. USAID’s major malaria program, the President’s Malaria Initiative (PMI) is implemented out of the HIDN office.

• Office of HIV/AIDS (OHA). OHA provides HIV/AIDS technical leadership for USAID and has primary responsibility for leading USAID’s efforts within the U.S. President’s Emergency Plan for AIDS Relief (PEPFAR).

This responsibility entails the following: ensuring the technical integrity of Agency and Mission strategies; providing global technical leadership on the full range of issues related to HIV/AIDS prevention, care, and treatment; managing numerous research and field support programs; and monitoring and reporting on the impact of the Agency’s HIV/AIDS program.

• Office of Population and Reproductive Health (PRH). PRH provides strategic direction, technical leadership and support to USAID Mission programs in population, voluntary family planning, and reproductive health. It manages programs that advance and apply state-of-the-art technologies, expand access to quality services, promote healthy http://www.pmi.gov/ http://www.pepfar.gov/ behaviors, broaden contraceptive availability and choices, strengthen policies and systems to address family planning and reproductive health needs, and improve data collection and use.

Systems Strengthening Technical Assistance. In addition to the procurement of health commodities, these three offices provide systems strengthening technical assistance to strengthen partner country supply chains and improve commodity security. There is a fourth office that does not procure health commodities but also provides technical assistance in supply chain management and commodity security. This office is called the Office of Health Systems (OHS). OHS works across the Agency’s entire portfolio of global health and is responsible for technical leadership and direction in health systems strengthening. The Office focuses on health policy, quality assurance, workforce policy, pharmaceutical management and standards, and information monitoring, and evaluation.

Existing GH Health Commodity Procurement and Systems Strengthening Technical Assistance Mechanisms. The GH Bureau currently uses two contract mechanisms and various implementing partners to procure and deliver health commodities (numbers 1 and 2 below), and GH uses four mechanisms to provide systems strengthening technical assistance to strengthen supply chain management and commodity security (numbers 1 through 4 below). These mechanisms are described below.

1. USAID | DELIVER PROJECT. The USAID | DELIVER PROJECT (DELIVER) is a single award IDIQ that provides global procurement and delivery of health commodities for public and private programs worldwide, as well as system strengthening technical assistance.

2. Supply Chain Management System (SCMS). SCMS is a single award IDIQ that supports the U.S.

Government President’s Emergency Plan for AIDS Relief (PEPFAR), providing global procurement and delivery of health commodities to HIV/AIDS programs worldwide, as well as systems strengthening technical assistance.

3. Systems for Improved Access to Pharmaceuticals and Services (SIAPS). The SIAPS project is a cooperative agreement that provides system strengthening technical assistance to ensure the proper availability and use of quality-assured pharmaceutical products and effective pharmaceutical services.

4. Promoting the Quality of Medicines (PQM) – The PQM program is a cooperative agreement that works to strengthen quality assurance mechanisms at the country level. This is accomplished by improving medicines quality control laboratories and systems for monitoring the quality of medicines in the marketplace and by collaborating with worldwide efforts to combat counterfeit and substandard medicines.

For additional information regarding the scope and scale of commodity procurement, refer to www.fbo.gov for detailed historical transaction procurement and logistics data for SCMS and DELIVER for FY2011-2012. For additional information regarding the scope and scale of technical assistance, refer to the project websites listed above or refer to USAID’s Development Experience Clearinghouse (DEC), which has been updated with periodic reports from projects listed above.

C.1.2 Future Design

USAID is restructuring its existing portfolio of projects related to health commodity procurement and systems strengthening technical assistance related to supply chain management and commodity security. A diagram of the new portfolio of projects is illustrated in Figure 1 below.

http://deliver.jsi.com/dhome http://scms.pfscm.org/scms http://www.msh.org/global-presence/siaps.cfm http://www.usp.org/global-health-impact-programs/promoting-quality-medicines-pqmusaid http://www.fbo.gov/

Figure 1: USAID Global Health Supply Chain Program

The Global Health Supply Chain Program includes the following awards:

• Single Award IDIQ for Commodity Procurement and Systems Strengthening Technical Assistance: The DELIVER and SCMS IDIQs are being consolidated into a single award IDIQ. This IDIQ will provide a comprehensive array of services for USG health commodity procurement and related systems strengthening technical assistance encompassing the different elements of a comprehensive supply chain (e.g. quantification/forecasting, procurement, transportation, warehousing, and information systems). The single award IDIQ contractor must coordinate with contractors under the multiple award IDIQ and contractors/awardees/grantees under the multiple supply chain assistance mechanisms (IDIQ, cooperative agreements, and grants) to ensure technical assistance efforts are complementary and not duplicative. Quality assurance services for the multiple IDIQ will be provided by the Quality Assurance Award, except in instances that are defined, below in Section C.

• Multiple Award IDIQ for Technical Assistance. USAID anticipates a target of four (4) awards for this IDIQ, including a target number of approximately two (2) small business awards. These awards will provide technical assistance to improve the availability of health commodities. Contractors under this multiple award IDIQ must coordinate with the single award IDIQ and awardees/grantees under the multiple systems strengthening assistance mechanism(s) to ensure technical assistance efforts are complementary and not duplicative.

• Single award IDIQ for Procurement Service Agent for Laboratory Supplies: The IDIQ will have the responsibility for the procurement and shipment of laboratory supplies to designated destinations/stakeholders for use in host country programs. This IDIQ will be a small business set aside. Quality assurance services for this award will be provided by the Quality Assurance award.

• Multiple Awards for Specialized Supply Chain Assistance: These awards are anticipated to be made through annual program statements (APS) to invite and encourage organizations with specialized capabilities. One APS will seek capabilities for research, innovation and evaluation, and access to the state-of-the-art in supply chain management from academia as well as the private, commercial, and other sectors. Another possible APS will be for organizations in the "global south" with demonstrated capabilities in supply chain management, assistance, and/or training, to support local capacity building, and provide for South-to-South assistance and access to regional specializations.

Other awards may be made in areas of specialization (e.g., management information system, information technologies) if there is sufficient demand from field. Grantees and awardees under this mechanism must coordinate with the single award IDIQ and multiple award IDIQ to ensure technical assistance efforts are complementary and not duplicative.

• Quality Assurance Award: The Quality Assurance (QA) award will promote the effectiveness and efficiency of

USAID QA services by combining and coordinating QA activities across health elements. This activity will provide independent, essential, comprehensive quality assurance/control services covering the different health elements in the Bureau. The QA award must provide QA services for commodities purchased under the single award IDIQ (except as defined in the single award IDIQ), as well as the single award IDIQ for laboratory supplies. The Office of HIV/AIDS and Office of Population and Reproductive Health will be required to obtain all quality assurance services from the USAID Quality Assurance contractor to support their respective procurements, unless otherwise directed by USAID.

• Business Intelligence and Analytics Award: The Business Intelligence and Analytics (BI&A) award is expected to collect and integrate data from multiple partner systems and generate reports and alerts based on established thresholds. By embedding BI&A into existing process applications, USAID's control, management, and ownership of information will be enhanced to facilitate information sharing and coordination across health elements within the Bureau's supply chain Program. The BI&A award must collect data from all partners under the Global Health Supply Chain Program.

C.1.3 Health Commodity Technical Assistance IDIQ

This IDIQ aims to strengthen country management of health commodities, improve environments for health commodities (e.g. commitment, policy, financing, human resources, etc.), and facilitate country, regional and global coordination – all to ensure the long-term availability of health commodities in public and private services worldwide. This overall goal and sub-objectives can be summarized in the figure below and are further detailed in this statement of work.

Figure 2: Health Commodity Technical Assistance

C.2 OBJECTIVE 1: SYSTEMS STRENGTHENING TECHNICAL ASSISTANCE - STRENGTHEN IN-COUNTRY

SUPPLY SYSTEMS

USAID’s technical assistance for supply chain management and commodity security has been critical in achieving positive health outcomes worldwide. Technical assistance to strengthen the performance of supply chains has resulted in reduced stock-out rates of key health commodities. Sustained efforts to improve environments for commodity security in such areas as coordination, policy, and financing have helped galvanize and sustain broader host country commitment to providing health commodities in the long-term. The contractor must demonstrate a capacity to improve performance, as well as to support greater country ownership in ensuring commodity security. The contractor must not only support the commodity availability required in the near- to medium-term to support country health plans and global initiatives such as Family Planning 2020, PEPFAR, PMI, and A Promise Renewed, but also help position supply systems to face the challenges and seize the opportunities of longer-term trends, such as economic transitions, demographic shifts, evolving disease burdens, and public health priorities. The contractor must apply the knowledge of these trends, their implications for supply systems and commodity security, and determine what can be done within the duration of their performance period to prepare supply systems and country environments for the future.

Technical assistance under this IDIQ may be short or long-term and must be designed to be tailored to an individual country’s needs – whether the country is considered post-conflict, transitional or developing. Within each country, the contractor must coordinate its technical assistance activities with other USG and non-USG activities associated with other systems strengthening programs. The contractor should use, wherever feasible, in-country supply chain systems and organizations, whether public, private, or non-profit, rather than establishing and operating its own supply chain. As directed by the client, the contractor may be called upon to directly manage a country supply chain 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.

C.2.1 Strategic Planning: Provide Strategic Planning and Design Assistance.

The contractor, in collaboration with country partners, must provide systems strengthening technical assistance to support the strategic planning activities related to supply chain management and commodity security.

The Strategic Planning technical assistance tasks include, but are not limited to, the following:

• Supply Chain Strategic Plan Development. In coordination with USAID Missions, USG agencies, international partners, partner government officials and other partners, the contractor may be called upon to provide technical assistance to a country to develop multi-year strategic plans to strengthen health commodity supply chain systems.

Activities under strategic plan development may include but are not limited to:

o Coordinating key country stakeholders to enable strategic plan development process o Conducting assessments of country supply chain system to identify system strengths and areas of improvement

• Strategic Plan Implementation. In many cases, country partners will have already undertaken extensive strategic planning exercises related to supply chain management. In these instances, the contractor must provide technical assistance to support the implementation of activities outlined in the strategic plan. In addition, the contractor must plan its activities in alignment with existing strategic plans and frameworks that are being implemented by the country and its partners.

C.2.2 In-Country Logistics: Improve Delivery of Health Commodities to Service Sites.

Much of the contractor’s effort to achieve the IDIQ’s objective will focus on strengthening country management of health commodities. A renewed focus on health commodities through recent Presidential and Global Health initiatives has posed a dilemma for country programs, which are challenged with ensuring that an influx of pharmaceuticals and related supplies reach clients in need. The contractor must be equipped to tackle the complexities of varying country supply chains for a range of health products to improve performance.

The In-Country Logistics technical assistance tasks include, but are not limited to, the following:

• Commodity Quantification and Forecasting: Commodity forecasting, sometimes referred to as demand planning, is the estimation of future consumption of health commodities. 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.

When providing technical assistance in quantification and forecasting, the contractor must collaborate with partner country counterparts to determine the most appropriate methodologies to be used. This may involve providing technical assistance to health care and service-delivery programs to ensure timely submission of accurate forecasting data and procurement requests. The contractor must provide supply chain technical assistance in the production of detailed supply plans that reflect national treatment guidelines, local drug product registration requirements, and other related regulations. 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.

• Health Commodity Supply planning. Commodity supply planning is the estimation of inbound orders and tracking of inbound (pipeline) orders to customers. These supply plans take into account pipeline levels, min/max inventory policies at the country level, as well as the commodity forecast, which may take into account the compounded needs of rising treatment levels, expansion of services, and increasing numbers of service sites. The contractor must provide technical assistance to review and support the development of health commodity supply plans. Additionally, the contractor must be prepared to assist USAID Missions and partners by submitting any health commodity orders in a timely manner.

• Procurement. As resources for health products diversify, more funding goes directly to host country governments to procure products, or, as in some cases, programs are graduated from commodity assistance, the need for technical assistance in health commodity procurement is increasing. The in-bound supply of products to country programs has risen as one of the most common supply chain bottlenecks. The contractor must provide technical assistance to countries to improve their procurement processes. Technical assistance tasks under this activity may include, but are not limited to the following:

o sharing product and supplier performance information, o providing guidance to establish transparent procurement protocols that follow international standards o providing assistance to interpret and to comply with national procurement regulations as well as those of donors o providing assistance to in-country organizations, particularly governmental organizations, to function as direct recipients of USG financing for commodity procurement.

o conducting and/or assisting countries to conduct cost/benefit analyses for and implementation of procurement alternatives, such as using parastatals, pooled procurement, multilateral organizations, and outsourcing procurement to the private sector.

• Health Commodity Warehousing and Inventory Management. Commodity Warehousing and Inventory

Management refers to the best practices that can be used to improve in-country warehousing and inventorying methods. The contractor must have the ability to provide technical assistance in warehouse and inventory management. This activity includes, but is not limited to, the following tasks:

o providing assistance to establish warehousing processes and procedures, as well as loss prevention strategies;

o providing assistance to implement and use warehouse management systems, o providing assistance to deploy bar coding and other operational technologies;

o conducting training programs for warehouse personnel;

o other activities related to warehouse management.

o developing equipment and storage requirements for the proper management of supplies.

o identifying quality assurance issues and risks with existing in-country storage and assisting in the development and/or implementation of long term solutions for such challenges.

o advising and/or overseeing warehouse/facility design and construction (see definition below), racking, refurbishment, etc.

o providing guidance related to inventory management, which may include but is not limited to product slotting and positioning, setting of min/max levels, inventory analysis, SKU rationalization, technology selection, and other relevant activities.

• Health Commodity Distribution and Transportation. The contractor must have the ability to provide technical assistance related to health commodity distribution and transportation within a country. In particular, the contractor must have the ability to provide technical assistance for, as well as facilitate, the outsourcing of transportation for health commodity distribution. This may include but is not limited to:

o conducting assessments of the private sector transportation and third party logistics market in a country, o providing assistance in the transportation tendering process, o providing assistance in ongoing vendor performance management, transportation cost and service benchmarking, o providing assistance in setting up effective and transparent financial management systems to manage outsourcing of health commodity transportation, and other activities o providing technical assistance to supply chain counterparts as appropriate for the level of supply chain within which the contractor is engaged (e.g. managers and decision makers at the central level; health workers at the facility level; community members at the household level), o strengthening the capacity to capture data at all levels of engagement (e.g. commodity stock data, case management data, etc.).

• Health Care Waste Management. Health care waste is a by-product of healthcare that includes sharps (e.g. used needles), non-sharps, gauze, blood/IV lines, gloves, infusion sets, scalpels, blades, and broken glass, expired drugs, laboratory reagents, and cleaning solvents, among others. Poor management of health care waste exposes healthcare workers, waste handlers and the community to infections, toxic effects and injuries. Certain activities under this IDIQ will directly or indirectly affect the environment, or have the potential to do so. The contractor provides technical assistance to country counterparts to implement and apply appropriate best management practices which incorporate appropriate health and safety measures and environmental safeguards, including proper disposal of medical waste in accordance with international norms as spelled out by the WHO in “WHO’s Safe Management of Wastes from Healthcare Activities.” National policies and laws must also be considered, though most countries follow WHO Guidelines.

• Commodity Quality Assurance. The contractor may be called on to provide technical assistance related to product quality assurance. These activities will be undertaken with full consultation and collaboration with other USAID implementing partners (e.g., SIAPS and PQM) to avoid duplication. Examples of such assistance include, but may not be limited to the following:

o technical assistance regarding proper sampling and testing, and pre-shipment inspections may be required as part of the overall product quality process.

o technical assistance to the national drug regulatory authority or national entity responsible for in-country supply chains.

• Appropriate Pharmaceutical and Commodity Selection. The contractor must provide technical assistance to help select the appropriate pharmaceuticals, laboratory products, and other commodities to support a partner country’s programs and adhere to treatment protocols.

• Identification of Barriers to Commodity Importation. The contractor must provide technical assistance associated with the review of tariff and regulatory barriers to the importation of the needed health commodities, identifies these problems to the attention of appropriate local and USG officials, and assists in devising solutions to reduce/minimize these barriers. The contractor must be prepared to provide customs clearance support.

• Commodity Loss prevention. The contractor must provide technical assistance associated with identifying any problems associated with the theft, deterioration, or other diversion of supplies, and recommends the appropriate corrective measures that should be taken, and assists in the…