SOL-OAA-15-000121_Senior_Financial_Manager.pdf

SOLICITATION NUMBER: SOL-OAA-15-000121

ISSUANCE DATE: June 29, 2015

CLOSING DATE/TIME: July 13, 2015 at 5:00 pm (EDT)

POSITION TITLE: Senior Financial Manager, Bureau for Global Health, Office of Programs, Policy, and Planning (GH/P3) Washington, DC.

MARKET VALUE: GS-15 Equivalent ($126,245-158,700) per annum inclusive of Washington DC locality pay. The final compensation will be based upon the candidate's past salary, work history, and educational background. No relocation expenses will be reimbursed.

PERIOD OF PERFORMANCE: Three years from the start date of the contract. This contract may be renewed in one year increments for up to two additional years, for a period not exceeding five years total, by mutual agreement of both parties, and subject to the following conditions: the satisfactory performance of the contractor, the requirements of the requiring office, and the availability of funds.

PLACE OF PERFORMANCE: Washington, D.C.

SECURITY ACCESS: Secret Clearance

AREA OF CONSIDERATION: Open to all U.S. Citizens

I. INTRODUCTION

USAID’s Bureau for Global Health (GH), Office of Policy, Programs, and Planning (GH/P3) is the Office with responsibility for Global Health’s strategic planning, budgeting, programming, and procurement functions. Within GH/P3 the Program Implementation and Budget Management Division (PIBM) coordinates field buy-ins; provides oversight of the implementation of pre-obligation requirements; tracks the allowance and obligation of funds;

coordinates Bureau procurement planning and troubleshoots procurement actions; and ensures the accuracy of Bureau grants for Public International Organizations (PIOs) and Inter-Agency Agreements (IAAs).

USAID is seeking an individual to assist in the management of the PIBM Division; additional details are contained below.

II. DUTIES AND RESPONSIBILITIES

The Contractor shall assist the Office of Policy, Programs, and Planning (GH/P3) to plan and organize the work of the Bureau’s PIBM Division and review such work for the achievement of agreed upon written work objectives. S/he shall provide necessary training to enhance the skills and knowledge of staff assigned to the office.

The Contractor shall quickly develop a thorough understanding of the policies governing the various program elements and the full range of Agency managed appropriations accounts and funding sources which support the health area.

Key responsibilities include:

• Serving as senior advisor for financial management systems, practices, and procedures, with responsibility for planning, directing, and administering comprehensive accounting, reporting, and budgeting systems; and delivering the analysis needed to provide senior Bureau management with timely financial information for making operational decisions;

• Developing and establishing financial management systems, practices and procedures applicable to program implementation and operating expenses, as needed to meet Bureau objectives.

• Analyzing Bureau accounting systems and assisting in the maintenance of such comprehensive systems; overseeing the preparation of program assistance and operating expense budgets; and maintaining a system for financial reporting of USAID programs;

• Providing recommendations to the supervisor on training plans for PIBM staff that include measurable training goals and objectives for each member of the staff;

• Providing uniform guidance and procedures for the financial management of all appropriated and non-appropriated funds available to GH including tracking compliance with Congressional earmarks and directives, and implementation of internal accounting controls to safeguard those funds and other USAID assets;

• Leading and assisting in the formulation of financial analysis activities and reviews of proposed projects and programs, including selection of program methods of financing in conjunction with program area teams.

• Overseeing operations to ensure effective use and accountability of all Bureau for Global Health financed assistance.

• Developing and managing a comprehensive financial analysis program to ensure effective financial oversight of a multi-billion dollar development program;

• Coordinating the implementation of the Federal Managers’ Financial Integrity Act (FMFIA) Review, including identifying the appropriate accountability units and operating environment within the Bureau, and leading the assessment of risks, development of control techniques, review of management controls, and ensuring compliance with reporting requirements;

• Liaising with the Office of the Inspector General (IG) by serving as the focal point for audit activities, including identifying requirements and developing audit plans, reviewing all audit and inspection reports from the IG, identifying actions to be taken in response to the findings and recommendations, and assigning actions for compliance and response;

• Providing GH colleagues with expert assistance and advice relating to USAID financial management regulations and procedures and taking the lead in resolving method of payment, cash management, cost reasonableness and disbursement issues for awards;

• Actively participating in the formulation, preparation, and execution of the annual operating expense and program budgets; analyzing proposed forward funding and existing obligation pipelines; providing cost factors needed for budget formulation estimates; and ensuring effective management and funds controls are applied over operating expense and program funds in accordance with USG/USAID standards;

• Traveling may be required, but is expected to be minimal (less than 5%).

III. POSITION LOCATION AND SUPERVISORY CONTROLS

The Senior Financial Manager position is based in the PIBM Division of the Office of Policy, Programs, and Planning (P3) and in the Bureau for Global Health (GH), and reports to the Director of that Office, or as delegated by that individual. The Senior Financial Manager works with the Controller, the Office Director, and the Chief of the PIBM Division, as well as a wide variety of other staff involved in financial management, budget, and program operations within GH and USAID offices. He/she may be called on to serve as Acting Bureau Controller, as needed.

IV. CONTACTS AND PURPOSE OF CONTACTS

The Senior Financial Manager works on a daily basis with GH and USAID Mission colleagues, as well as senior-level officers at USAID and the Department of State. He/she also has frequent contact with other USG agencies, donors, and private sector institutions, both national and international. The purpose of these contacts is to monitor how financial management and program operations are performing, and to communicate and interpret current Agency regulations and guidance. The contacts may consist of planned or unplanned briefings and telephone calls, including with senior officers in the field or unannounced visitors requiring assistance or guidance. The Senior Financial Manager maintains these contacts to facilitate financial management and program operations and to identify opportunities for streamlining and improvement.

V. WORK ENVIRONMENT

Work is performed in an office setting. Occasional visits to USAID Missions may be required should conditions arise requiring financial information gathering or assistance. Travel is expected to be minimal (less than 5%).

VI. MINIMUM QUALIFICATIONS

• A master’s degree from an accredited university with a minimum of 10 years relevant professional experience in accounting, finance, or business administration, with significant study in or pertinent to the specialized field, including, but not limited to, financial analysis, accounting and budgeting, and management; OR a Bachelor’s degree from an accredited college or university and currently be a CPA, with a minimum of 15 years relevant experience in accounting, finance, or business administration, with significant study in or pertinent to the specialized field, including but not limited to, financial analysis, accounting and budgeting, and management.

• A minimum of 10 years of recent, directly relevant senior financial management experience working with a large international assistance organization, non-governmental organization, or US government agency in a financial management, budgeting and/or accounting capacity.

• Demonstrated experience with direction of the maintenance of comprehensive accounting systems; overseeing the preparation of program and operating expense budgets; and maintaining a system for financial reporting. Experience in provision of uniform guidance and procedures for the financial management of all funds available, including tracking compliance with special earmarks and directives and implementation of internal accounting controls to safeguard those funds and other assets.

• Knowledge and skills regarding USG Core Financial Systems, (such as AMS

Momentum, AMS Federal Financial System, Oracle U.S. Federal Financials, RELTEK Federal Financial Management System, and/or SAP).

• Demonstrated proficiency using Microsoft Office Suite.

• U.S. citizenship required and the ability to obtain a SECRET security clearance.

VII. EVALUATION CRITERIA

The selection factors and required skills are listed below and will be the basis for the evaluation of all applications. Applicants must address each selection criteria listed below separately to demonstrate how he/she meets each. All applications will be evaluated and scored based on the documentation submitted with the application, the following factors, and the performance in the interview, if selected for an interview. Show how your experience relates to the duties and responsibilities listed in Section II. Cite examples where appropriate.

EVALUTATION CRITERIA POINTS

Technical Ability and Experience 70 Communications, Teamwork, & Interpersonal Skills 20 Education/Experience 10

TOTAL 100

1. Technical Ability and Experience 70 Points

1.1 Demonstrated experience serving as principal manager for major financial management systems, practices, and procedures, responsible for planning, directing, and administering a comprehensive accounting, reporting, and budgeting system which is designed to provide senior management with timely financial information for making operational decisions. 20 Points

1.2 Demonstrated experience developing and establishing financial management systems, practices and procedures applicable to program implementation and operating expenses. 15 Points

1.3 Demonstrated experience directing the maintenance of comprehensive accounting systems; overseeing the preparation of program and operating expense budgets; and maintaining a system for financial reporting. 15 Points

1.4 Demonstrated experience providing uniform guidance and procedures for the financial management of all available funds, including tracking compliance with special earmarks and directives, and implementing internal accounting controls to safeguard those funds and other assets. 10 Points

1.5 Demonstrated experience as an organization’s financial expert communicating budget and financial management issues/activities, advising the organization, its staff and external parties on issues related to the financial application and tailoring of financial methods and procedures. 10 Points

2. Communications, Teamwork, and Interpersonal Skills 20 Points

2.1 Demonstrated strong oral, written, and interpersonal communication skills to present ideas and persuade others of their merit. 10 Points

2.2 Demonstrated ability to establish and maintain effective relationships with all levels of stakeholders and constituencies in the US and developing countries.

10 Points

3. Education/Experience 10 Points

3.1 A master’s degree from an accredited university with a minimum of 10 years relevant professional experience in accounting, finance, or business administration, with significant study in or pertinent to the specialized field, including, but not limited to, financial analysis, accounting and budgeting, and management; OR a Bachelor’s degree from an accredited college or university and currently be a CPA, with a minimum of 15 years relevant experience in accounting, finance, or business administration, with significant study in or pertinent to the specialized field, including but not limited to, financial analysis, accounting and budgeting, and management. 5 Points

3.2 A minimum of 10 years of recent, directly relevant senior financial management experience working with a large international assistance organization, non-governmental organization, or US government agency in a financial management, budgeting and/or accounting capacity. 5 Points

At USAID’s discretion, reference checks and interviews may be conducted as part of the evaluation process.

VIII. START DATE: Immediately, once necessary clearances are obtained.

IX. POINT OF CONTACT: See Cover Letter.

X. HOW TO APPLY:

Qualified individuals are required to submit:

1) A U.S. Government Optional Form (OF-612) with hand-written signature (available at the USAID website, http://www.usaid.gov/forms/

2) A resume must be attached to the OF-612.

3) A brief appendix or cover letter that demonstrates how prior experience and/or training directly address the evaluation criteria.

4) Names and current contact information of three (3) professional references that have knowledge of the applicant’s ability to perform the duties set forth in this solicitation.

5) Professional writing sample, of no more than five (5) pages, preferably on a subject relevant to the position.

Applications must be received by the closing date and time at the e-mail address specified in the cover letter.

NOTE REGARDING GOVERNMENT OBLIGATIONS FOR THIS SOLICITATION

This solicitation in no way obligates USAID to award a PSC contract, nor does it commit USAID to pay any cost incurred in the preparation and submission of the application.

NOTE REGARDING DATA UNIVERSAL NUMBERING SYSTEM (DUNS) NUMBERS

All individuals contracted as US PSCs are required to have a DUNS Number. USAID will provide a generic DUNS Number and PSCs are not required to register with CCR.

For general information about DUNS Numbers, please refer to Federal Acquisition Regulation (FAR) Clause 52.204-6, Data Universal Numbering System (DUNS) Number (10/2003) https:/acquisition.gov/far/current/html/52_200_206.html

XI. LIST OF REQUIRED FORMS FOR PSCS

Forms outlined below can found at http://www.usaid.gov/forms/ or http://www.forms.gov/bgfPortal/main.do.

1. Optional Form 612 (With resume attached).

2. Medical History and Examination Form (DS-6561). **

3. Questionnaire for Sensitive Positions (for National Security) (SF-86), or

4. Questionnaire for Non-Sensitive Positions (SF-85). **

5. Finger Print Card (FD-258). **

6. Employment Eligibility Verification (I-9). **

** Forms 2 through 6 shall be completed only upon the advice of the Contracting Officer that an applicant is the successful candidate for the job.

http://www.usaid.gov/forms/ http://www.usaid.gov/forms/

CONTRACT INFORMATION BULLETINS (CIBs) and ACQUISITION & ASSISTANCE POLICY DIRECTIVES (AAPDs) PERTAINING TO PSCs

CIBs and AAPDs contain changes to USAID policy and General Provisions in USAID regulations and contracts. Please refer to http://www.usaid.gov/work-usaid/aapds-cibs#psc to determine which CIBs and AAPDs apply to this contract.

AAPD 06-10 - PSC MEDICAL PAYMENT RESPONSIBILITY is hereby incorporated as Attachment 1 to the solicitation.

AAPD-06-12 - HOMELAND SECURITY PRESIDENTIAL DIRECTIVE-12 (HSPD-12)

IMPLEMENTATION is hereby incorporated as Attachment 2 to the solicitation.

BENEFITS/ALLOWANCES:

As a matter of policy, and as appropriate, a PSC is normally authorized the following benefits and allowances:

A. Benefits:

(1) Employee's FICA Contribution

(2) Contribution toward Health & Life Insurance—72% of Health Insurance Annual

Premium (not to exceed $20,339 for a family and $7,266 for employee without dependents) -50% of Life Insurance Annual Premium (not to exceed $500)

(3) Pay Comparability Adjustment-Annual across the board salary increase for US Government employees and USPSCs

(4) Eligibility for Worker's Compensation

(5) Annual and Sick Leave

Federal Taxes: USPSCs are required to pay Federal Income Taxes, FICA, and Medicare.

B. Allowances (if Applicable).*

(1) Post Differential (See Section 500 of Department of State Standardized Regulations)

(2) Danger Pay (See Section 650 of Department of State Standardized Regulations)

* Department of State Standardized Regulations (DSSR).

ALL QUALIFIED APPLICANTS WILL BE CONSIDERED REGARDLESS OF AGE, RACE,

COLOR, SEX, CREED, NATIONAL ORIGIN, LAWFUL POLITICAL AFFILIATION, NON-

DISQUALIFYING DISABILITY, MARITAL STATUS, SEXUAL ORIENTATION,

AFFILIATION WITH AN EMPLOYEE ORGANIZATION, OR OTHER NON-MERIT

FACTOR.

ATTACHMENT 1 – USPSC PROVISION “MEDICAL EXPENSE PAYMENT

RESPONSIBILITY (OCTOBER 2006)”

MEDICAL EXPENSE PAYMENT RESPONSIBILITY (OCTOBER 2006)

(a) Definitions. Terms used in this General Provision are defined in 16 FAM 116 (available at http://www.foia.state.gov/REGS/fams.asp?level=2&id=59&fam=0). Note: personal services contractors are not eligible to participate in the Federal Employees Health Programs.

(b) The regulations in the Foreign Affairs Manual, Volume 16, Chapter 520 (16 FAM 520), Responsibility for Payment of Medical Expenses, apply to this contract, except as stated below.

The contractor and each eligible family member are strongly encouraged to obtain health insurance that covers this assignment. Nothing in this provision supersedes or contradicts any other term or provision in this contract that pertains to insurance or medical costs, except that section (e) supplements General Provision 25. “MEDICAL EVACUATION (MEDEVAC)

SERVICES.”

(c) When the contractor or eligible family member is covered by health insurance, that insurance is the primary payer for medical services provided to that contractor or eligible family member(s) both in the United States and abroad. The primary insurer’s liability is determined by the terms, conditions, limitations, and exclusions of the insurance policy. When the contractor or eligible family member is not covered by health insurance, the contractor is the primary payer for the total amount of medical costs incurred and the U.S. Government has no payment obligation (see paragraph (f) of this provision).

(d) USAID serves as a secondary payer for medical expenses of the contractor and eligible family members who are covered by health insurance, where the following conditions are met:

(1) The illness, injury, or medical condition giving rise to the expense is incurred, caused, or materially aggravated while the eligible individual is stationed or assigned abroad;

(2) The illness, injury, or medical condition giving rise to the expense required or requires hospitalization and the expense is directly related to the treatment of such illness, injury, or medical condition, including obstetrical care; and

(3) The Office of Medical Services (M/MED) or a Foreign Service medical provider (FSMP) determines that the treatment is appropriate for, and directly related to, the illness, injury, or medical condition.

(e) The Mission Director may, on the advice of M/MED or an FSMP at post, authorize medical travel for the contractor or an eligible family member in accordance with the General Provision 10, Travel and Transportation AAPD 06-10 PSC Medical Expense Payment Responsibility 6 Expenses (July 1993), section (i) entitled “Emergency and Irregular Travel and Transportation.”

In the event of a medical emergency, when time does not permit consultation, the Mission Director may issue a Travel Authorization Form or Medical Services Authorization Form DS-3067, provided that the FSMP or Post Medical Advisor (PMA) is notified as soon as possible following such an issuance. The contractor must promptly file a claim with his or her medevac insurance provider and repay to

USAID any amount the medevac insurer pays for medical travel, up to the amount USAID paid under this section. The contractor must repay USAID for medical costs paid by the medevac insurer in accordance with sections (f) and (g) below. In order for medical travel to be an allowable cost under the corresponding General Provision, the contractor must provide USAID written evidence that medevac insurance does not cover these medical travel costs.

(f) If the contractor or eligible family member is not covered by primary health insurance, the contractor is the primary payer for the total amount of medical costs incurred. In the event of a medical emergency, the Medical and Health Program may authorize issuance of Form DS-3067, Authorization for Medical Services for Employees and/or Dependents, to secure admission to a hospital located abroad for the uninsured contractor or eligible family member. In that case, the contractor will be required to reimburse USAID in full for funds advanced by USAID pursuant to the issuance of the authorization. The contractor may reimburse USAID directly or USAID may offset the cost from the contractor’s invoice payments under this contract, any other contract the individual has with the U.S. Government, or through any other available debt collection mechanism.

(g) When USAID pays medical expenses (e.g., pursuant to Form DS-3067, Authorization for Medical Services for Employees and/or Dependents), repayment must be made to USAID either by insurance payment or directly by the contractor, except for the amount of such expenses USAID is obligated to pay under this provision. The Contracting Officer will determine the repayment amount in accordance with the terms of this provision and the policies and procedures for employees contained in 16 FAM 521. When USAID pays the medical expenses, including medical travel costs (see section (e) above), of an individual (either the contractor or an eligible family member) who is covered by insurance, that individual promptly must claim his or her benefits under any applicable insurance policy or policies. As soon as the individual receives the insurance payment, the contractor must reimburse USAID for the full amount that USAID paid on the individual’s behalf or the repayment amount determined by the Contracting Officer in accordance with this paragraph, whichever is less. If an individual is not covered by insurance, the contractor must reimburse USAID for the entire amount of all medical expenses and any travel costs the contractor receives from his/her medevac provider

(h) In the event that the contractor or eligible family member fails to recover insurance payments or transfer the amount of such payments to USAID within 90 days, USAID will take appropriate action to collect the payments due, unless such failure is for reasons beyond the control of the USPSC/dependent.

(i) Before departing post or terminating the contract, the contractor must settle all medical expense and medical travel costs. If the contractor is insured, he or she must provide proof to the Contracting Officer that those insurance claims have been submitted to the insurance carrier(s) and sign a repayment agreement to repay to USAID any amounts paid by the insurance carrier(s).

End of Provision

ATTACHMENT 2

HOMELAND SECURITY PRESIDENTIAL DIRECTIVE-12 (HSPD-12)

(SEPTEMBER 2006)

In response to the general threat of unauthorized access to federal facilities and information systems, the President issued Homeland Security Presidential Directive-12. HSPD-12 requires all Federal agencies to use a common Personal Identity Verification (PIV) standard when identifying and issuing access rights to users of Federally-controlled facilities and/or Federal Information Systems.

USAID will begin issuing HSPD-12 “smart card” IDs to applicable contracts, using a phased approach. Effective October 27, 2006, USAID will begin issuing new “smart card” IDs to new contractors (and new contractor employees) requiring routine access to USAID controlled facilities and/or access to USAID’s information systems. USAID will begin issuance of the new smart card IDs to existing contractors (and existing contractor employees) on October 27, 2007.

(Exceptions would include those situations where an existing contractor (or contractor employee) loses or damages his/her existing ID and would need a replacement ID prior to Oct 27, 2007. In those situations, the existing contractor (or contractor employee) would need to follow the PIV processes described below, and be issued one of the new smart cards.)

Accordingly, before a contractor (including a PSC* or a contractor employee) may obtain a USAID ID (new or replacement) authorizing him/her routine access to USAID facilities, or logical access to USAID’s information systems, the individual must provide two forms of identity source documents in original form and a passport size photo. One identity source document must be a valid Federal or state government-issued picture ID. (Overseas foreign nationals must comply with the requirements of the Regional Security Office.) USAID/W contractors must contact the USAID Security Office to obtain the list of acceptable forms of documentation, and contractors working in overseas Missions must obtain the acceptable documentation list from the Regional Security Officer. Submission of these documents, and related background checks, are mandatory in order for the contractor to receive a building access ID, and before access will be granted to any of USAID’s information systems. All contractors must physically present these two source documents for identity proofing at their USAID/W or Mission Security Briefing. The contractor or his/her Facilities Security Officer must return any issued building access ID and remote authentication token to USAID custody upon termination of the individual’s employment with the contractor or completion of the contract, whichever occurs first.

The contractor must comply with all applicable HSPD-12 and PIV procedures, as described above, and any subsequent USAID or government-wide HSPD-12 and PIV procedures/policies, including any subsequent related USAID General Notices, Office of Security Directives and/or Automated Directives System (ADS) policy directives and required procedures. This includes HSPD-12 procedures established in USAID/Washington and those procedures established by the overseas Regional Security Office. In the event of inconsistencies between this clause and later issued Agency or government-wide HSPD-12 guidance, the most recent issued guidance should take precedence, unless otherwise instructed by the Contracting Officer.

The contractor is required to include this clause in any subcontracts that require the subcontractor or subcontractor employee to have routine physical access to USAID space or logical access to USAID’s information systems.