Issuance Date: 9/23/2003

Closing Date: 11/5/2003

Subject: USAID RFP M/OP-03-2027, Global Health Private Sector Program

The United States Agency for International Development (USAID) requests
proposals for Global Health Private Sector Program technical assistance.
These contracts will be successors to the following contract:

USAID - HRN-C-00-98-00039-00 Commercial Market Strategies

The Government contemplates multiple awards of indefinite quantity
contracts with cost plus fixed fee or firm fixed price task orders
resulting from this solicitation.

USAID anticipates that the maximum ordering limitation of the contracts
resulting from this RFP will be \$285 million over its five (5) year
ordering period. Note that this ceiling applies across all contracts and
cannot be exceeded in the aggregate.

Note that there is no guarantee on the number of contracts awarded or
the number of orders that any one firm will receive beyond the minimum
stated in the RFP.

Questions concerning this RFP will be addressed at a pre-proposal
conference. A pre-proposal meeting has been scheduled for October 15,
2003 from 1:00 p.m. local time to 3:00 p.m local time in room Oceanic
A/B on the Concourse level, Ronald Reagan Building, Mezzanine Level,
1300 Pennsylvania Ave. NW Washington, D.C. 20523.  Offerors need to
register with USAID to attend the event.  Registration will open on
September 19, 2003 at 12:00 p.m. local time and can be done on
[http://www.usaid.gov](http://www.usaid.gov/) - Keyword: Live.   Due to
space constraints, attendance at the pre-proposal conference is limited
to two (2) representatives from each organization. Offerors should
submit questions in advance of the pre-proposal conference at
[http://www.usaid.gov](http://www.usaid.gov/) -- Keyword: Live no later
than October 8, 2003."

Every offeror must subcontract with small business partners for not less
than 15% of technical work.

Parties that download this RFP must notify Jacqueline Lewis Taylor by
email at jacqueline@usaid.gov. Failure to do so will result in no
updates regarding amendments or inclusion in the list of interested
parties. Notification must include the party\'s organizational name,
individual contact name and title, phone number, email, and postal
address. Parties may also include a website address that provides
sufficient information for other offerors to determine whether
partnering opportunities exist.

Sincerely,

Sherrill M. Fachet

Contracting Officer

Office of Procurement

M/OP/GH/POP

Table of Contents Page

PART I - THE SCHEDULE [7](#CL_SECTIONB_PH000005)

SECTION B - SUPPLIES OR SERVICES AND PRICE/COSTS
[7](#CL_SECTIONB_PH000008)

B.1 PRICE SCHEDULE
................................................................................................................................7

SECTION C - DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK

\[FOR THIS SOLICITATION, THERE ARE NO CLAUSES IN THIS SECTION\]
[41](#CL_NOCCLAUSES_PH000004)

SECTION D - PACKAGING AND MARKING [42](#CL_SECTIOND_PH000002)

SECTION E - INSPECTION AND ACCEPTANCE [43](#CL_SECTIONE_PH000002)

E.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE
[43](#CL_BRSECTE_PH000003)

E.2 INSPECTION AND ACCEPTANCE [43](#CL_USAIDE100_PH000003)

SECTION F - DELIVERIES OR PERFORMANCE [44](#CL_SECTIONF_PH000002)

F.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE
[44](#cl_brsectf_ph000003)

F.2 KEY PERSONNEL [44](#CL_DELVRHDR_PH000002)

F.3 PERIOD OF PERFORMANCE
..........................................................................................................42

F.4 DELIVERY SCHEDULE 42

F.5 PERFORMANCE STANDARDS [45](#CL_USAIDF120_PH000004)

F.6 REPORTS AND DELIVERABLES OR OUTPUTS [45](#CL_USAIDF170_PH000003)

F.7 PROGRESS REPORTING REQUIREMENTS
.................................................... .................43

F.8 SUBMISSION OF DEVELOPMENT EXPERIENCE DOCUMENTATION
................43

F.9 ORDERING INSTRUCTIONS
..........................................................................................................44

SECTION G - CONTRACT ADMINISTRATION DATA [51](#CL_SECTIONG_PH000002)

G.1 ADMINISTRATIVE CONTRACTING OFFICE [51](#CL_USAIDG100_PH000003)

G.2 COGNIZANT TECHNICAL OFFICER (CTO) [51](#CL_USAIDG110_PH000003)

G.3 TECHNICAL DIRECTIONS/RELATIONSHIP WITH USAID
[51](#CL_USAIDG120_PH000003)

G.4 PAYING OFFICE [53](#CL_USAIDG130_PH000003)

G.5 ACCOUNTING AND APPROPRIATION DATA [53](#CL_USAIDG140_PH000003)

SECTION H - SPECIAL CONTRACT REQUIREMENTS [55](#CL_SECTIONH_PH000002)

H.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE
[55](#CL_BRSECTH_PH000003)

H.2 AIDAR 752.7004 EMRGENCY LOCATOR INFORMATION (JUL 1997)
[55](#CL_7527004_PH000003)

H.3 INSURANCE AND SERVICES [55](#CL_USAIDH100_PH000003)

H.4 AUTHORIZED GEOGRAPHIC CODE [56](#CL_USAIDH110_PH000004)

H.5 NONEXPENDABLE PROPERTY PURCHASES AND INFORMATION\
TECHNOLOGY RESOURCES [56](#CL_USAIDH120_PH000003)

H.6 LOGISTIC SUPPORT [57](#CL_USAIDH130_PH000003)

H.7 LANGUAGE REQUIREMENTS [57](#CL_USAIDH170_PH000004)

H.8 PERSONNEL COMPENSATION [57](#CL_USAIDH180_PH000002)

H.9 SUBCONTRACTING PLAN AND THE SF 294 - SUBCONTRACTING\
REPORT FOR INDIVIDUAL CONTRACTS AND SF 295 - SUMMARY\
CONTRACTING REPORT [59](#CL_USAIDH190_PH000003)

H.10 - SPECIAL CONTRACT REQUIREMENTS [60](#CL_SECTION_HDR_PH000003)

E.1 EXECUTIVE ORDER ON TERRORISM FINANCING [61](#CL_USAIDH270_PH000002)

PART II - CONTRACT CLAUSES [64](#CL_SECTIONI_PH000003)

SECTION I - CONTRACT CLAUSES [64](#CL_SECTIONI_PH000005)

I.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE
[64](#CL_BRSECTI_PH000003)

I.2 52.216-18 ORDERING (OCT 1995) [66](#CL_5221618_PH000003)

I.3 52.216-19 ORDER LIMITATIONS (OCT 1995) [66](#CL_5221619_PH000003)

I.4 52.216-22 INDEFINITE QUANTITY (OCT 1995) [67](#CL_5221622_PH000003)

I.5 52.232-25 PROMPT PAYMENT (FEB 2002) [67](#CL_5223219)

I.6 52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)
[72](#CL_522522_PH000003)

I.7 AIDAR 752.219-8 UTILIZATION OF SMALL BUSINESS CONCERNS\
AND SMALL DISADVANTAGED BUSINESS CONCERNS [73](#CL_7522198_PH000003)

I.8 AIDAR 752.7032 INTERNATIONAL TRAVEL APPROVAL AND\
NOTIFICATION REQUIREMENTS (JAN 1990) [75](#CL_7527032_PH000002)

I.9 COMMUNICATIONS PRODUCTS (OCT 1994) [75](#CL_USAIDI100_PH000002)

PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS
[77](#CL_SECTIONJ_PH000002)

SECTION J - LIST OF ATTACHMENTS [77](#CL_SECTIONJ_PH000004)

PART IV - REPRESENTATIONS AND INSTRUCTIONS [78](#CL_SECTIONK_PH000002)

SECTION K - REPRESENTATIONS, CERTIFICATIONS AND\
OTHER STATEMENTS OF OFFERORS [78](#CL_SECTIONK_PH000004)

K.1 NOTICE LISTING SOLICITATION PROVISIONS INCORPORATED\
BY REFERENCE [78](#CL_BRSECTK_PH000003)

K.2 52.204-3 TAXPAYER IDENTIFICATION (OCT 1998)
[78](#CL_522043_PH000003)

K.3 52.209-5 CERTIFICATION REGARDING DEBARMENT, SUSPENSION,\
PROPOSED DEBARMENT, AND OTHER RESPONSIBILITY MATTERS\
(DEC 2001) [80](#CL_522095_PH000003)

K.4 52.215-6 PLACE OF PERFORMANCE (OCT 1997) [81](#CL_522156_PH000003)

K.5 52.219-1 SMALL BUSINESS PROGRAM REPRESENTATIONS\
(APR 2002) [82](#CL_522191_PH000003)

K.6 52.219-22 SMALL DISADVANTAGED BUSINESS STATUS (OCT 1999)
[85](#CL_5221922_PH000003)

K.7 52.222-18 CERTIFICATION REGARDING KNOWLEDGE OF CHILD\
LABOR FOR LISTED END PRODUCTS (FEB 2001) [86](#CL_5222218_PH000002)

K.8 52.222-22 PREVIOUS CONTRACTS AND COMPLIANCE REPORTS\
(FEB 1999) [87](#CL_5222222_PH000002)

K.9 52.222-25 AFFIRMATIVE ACTION COMPLIANCE (APR 1984)
[88](#CL_5222225_PH000003)

K.10 INSURANCE - IMMUNITY FROM TORT LIABILITY
[88](#CL_USAIDK100_PH000003)

K.11 AGREEMENT ON, OR EXCEPTIONS TO, TERMS AND CONDITIONS
[88](#CL_USAIDK110_PH000003)

K.12 COMPLIANCE WITH VETERANS EMPLOYMENT REPORTING\
REQUIREMENTS [88](#CL_USAIDK130_PH000002)

K.13 SIGNATURE [89](#CL_USAIDK120_PH000003)

SECTION L - INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS
[90](#section-12)

L.1 NOTICE LISTING SOLICITATION PROVISIONS INCORPORATED BY REFERENCE 88

L.2 52.215-1 INSTRUCTIONS TO OFERORS\
(MAR 2001) 88

L.3 52.216-28 MULTIPLE AWARDS (OCT 1995)
................................................... .93

L.4 52.216-1 TYPE OF CONTRACT (APR 1984)
........................................................93

L.5 52.233-2 SERVICE OF PROTEST (AUG
1996)..................................................94

L.6 52.252-1 SOLICITATION PROVISIONS INCORPORATED BY\
REFERENCE (FEB
1998)..............................................................................................................94

L.7 PROPOSAL DELIVERY INSTRUCTIONS
...............................................................................95

L.8 GENERAL INSRUCTIONS TO OFFERORS
.......................................................................
98

L.9 INSTRUCTIONS FOR THE PREPARATION OF THE TECHNICAL\
PROPOSAL 99

L.10 INSTRUCTIONS FOR THE PREPARATION OF THE COST PROPOSAL ....106

L.11 52.204-6 DATA UNIVERSAL NUMBERING SYSTEM (JUN
1999)..............109

SECTION M - EVALUATION FACTORS FOR AWARD 111

M.1 EVALUATION CRITERIA 111

M.2 DETERMINATION OF THE COMPETITVE RANGE AND CONTRACT AWARD.111

M.3 CONTRACT AWARD AND BEST VALUE
..........................................................................112

M.4 TECHNICAL EVALUATION CRITERIA
.............................................................................113

M.5 COST EVALUATION
.......................................................................................................................117

M.6 CONTRACTING WITH SMALL BUSINESS CONCERNS

AND DISADVANTAGED ENTERPRISES
.............................................................................117

ATTACHMENT 1\
IDENTIFICATION OF PRINCIPAL GEOGRAPHIC CODE NUMBERS 119

ATTACHMENT 2

USAID FORM 1420-17 - CONTRACTOR BIOGRAPHICAL DATA SHEET 120

ATTACHMENT 3\
SF LLL - DISCLOSURE OF LOBBYING ACTIVITIES 123

ATTACHMENT 4\
CERTIFICATE OF CURRENT COST AND PRICING DATA 127

ATTACHMENT 5

DD FORM 254
.....................................................................................................................................128

#  PART I - THE SCHEDULE

[]{#CL_SECTIONB_PH000005 .anchor}

#  SECTION B - SUPPLIES OR SERVICES AND PRICE/COSTS

[]{#CL_SECTIONB_PH000008 .anchor}

# PART I - THE SCHEDULE

# SECTION B - SUPPLIES OR SERVICES AND PRICE/COSTS

# 

# 

# 

# B.1 PURPOSE

The purpose of this contract is to provide services that fall within the
scope of the work specified in Section C for the Bureau of Global
Health, Office of Population and Reproductive Health. USAID Task Order
Contracting Officers (TOCOs) will request the work through the issuance
of task orders during the ordering period as specified in Section F of
the contract.

**B.2 [CONTRACT TYPE AND SERVICES]{.underline}**

This is an Indefinite Quantity Contract (IQC). The Government will issue
task orders that are Cost-Plus-Fixed Fee (CPFF) or Firm Fixed Price
(FFP). The Contractor must perform the services set forth in task orders
at prices consistent with section B of this contract.

## B.3 MINIMUM OBLIGATED AMOUNT

The basic contract includes an initial obligation of funds in the amount
of \$25,000 to cover the minimum order guarantee. USAID is required to
order and the Contractor is required to furnish the minimum order amount
of services. Following this initial obligation, individual task orders
will obligate funds to cover the work required under that task order.

## B.4 MAXIMUM CONTRACT CEILING

This is a multiple-award Indefinite Quantity Contract for five years
with an overall ceiling price of \$285 million. The maximum aggregate
dollar value of all task orders awarded to all contractors cannot exceed
the contract ceiling. This ceiling is not being subdivided among the
number of awardees nor is it being multiplied by the number of awardees.

**B.5 [OBLIGATED AMOUNT, ESTIMATED COST, FIXED FEE]{.underline}**

**B.5.1 [Obligated Amount]{.underline}.** The basic contract includes an
initial obligation of funds in the amount of \$25,000 to cover the
minimum order guarantee.

**B.5.2** The Total Estimated Cost Plus Fixed Fee for each task order
must be negotiated in accordance with the terms of the IQC contract**.
In no event may the indirect rates or fixed fee for a task order exceed
the ceilings set forth in Section B.7 and B.8 of IQC contract.** The
U.S. dollar costs 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, A-21 (for universities),
and A-122 (non-profit).

**B.5.3 [Fixed Fee Payment]{.underline}**. For any task order issued
under this contract, at the time of each payment of allowable costs to
the Contractor, the USAID paying office ordinarily pays the Contractor a
percentage of fixed fee that directly corresponds to the percentage of
allowable costs being paid. Two exceptions to paying fixed fee in this
manner apply:

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

(b). Because the clauses entitled \"Allowable Cost and Payment\" (FAR
52.216-7) and \"Fixed Fee\" (FAR 52.216-8) are incorporated into this
contract, the terms and conditions of these clauses apply after total
payments of fixed fee reach eighty-five percent (85%) of the total fixed
fee.

**B.6 [INDIRECT COSTS]{.underline}**

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

Description Rate Base Type Period

1/ 1/ 1/

2/ 2/ 2/

3/ 3/ 3/

1/Base of Application:

Type of Rate: Predetermined

Period:

2/Base of Application:

Type of Rate: Predetermined

Period:

3/Base of Application:

Type of Rate: Predetermined

Period:

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

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

**B.7 [CEILING ON INDIRECT COSTS]{.underline}**

\(1\) Reimbursement for indirect costs will be at the lower of the
negotiated final rates and the proposed on the following condition:

> The amount paid to the contractor over the full term of this project
> for the sum of all indirect charges as specified in section B.5, must
> not exceed the ceiling specified below. Any excess of the amounts
> shown below will be borne by the contractor and will not be reimbursed
> by the Government.
>
> Assuming maximum obligations, this maximum ceiling amount is as
> follows; the actual ceiling, however, will be based on those funds
> actually obligated:

  ----------------------------------------------- -----------------------
  Description                                     Ceiling

                                                  

                                                  

                                                  
  ----------------------------------------------- -----------------------

\(2\) The Government will not be obligated to pay any additional amount
should the final indirect costs exceed the negotiated ceiling amount. If
the final indirect cost rates are less than the negotiated ceiling
amount, the negotiated rates will be reduced to conform with the lower
rates.

\(3\) This understanding will not change any monetary ceiling,
obligation, or cost limitation. Any changes in classifying or allocating
indirect costs requires the prior written approval of the
Grant/Agreement/Contracting Officer.

**B.8 [CEILING ON FIXED FEE]{.underline}**

For each task order issued under this IQC, the TOCO and Contractor agree
to negotiate a set dollar amount for fixed fee. In negotiating the fixed
dollar amount for fee, the TOCO must consider the policies and factors
for establishing fee in FAR 15.404-4 as well as any applicable USAID
policy on establishing a fixed fee amount. In no event, however, may the
amount of fixed fee in any individual task order exceed \_\_\_\_ percent
(offeror proposes ceiling percentage) of the task order's estimated
cost, excluding fee.

**B.9 [LABOR]{.underline}**

Compensation of personnel under this contract or any resulting
subcontract must be in accordance with AIDAR 752.7007 Personnel
Compensation (July 1996).

**B.10 [TASK ORDER LIMITATIONS]{.underline}**

**B.10.(a) [Cost-Plus-Fixed-Fee (CPFF) Task Orders]{.underline}.** 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. 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.10.(b) [Firm-Fixed-Price (FFP) Task Orders]{.underline}**. 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.

**B.10.(c) [Minimum Order]{.underline}.** When USAID requires services
or reports and other deliverables covered by this contract in a Task
Order in the amount of less than \$25,000, the Contractor is not
obligated to accept an order to furnish those services or reports and
other deliverables under this contract. However, if the Contractor
agrees to furnish services or reports and other deliverables required by
USAID in an amount of less than \$25,000 and is awarded a Task Order to
do so, the Contractor is required to provide said services and
reports/deliverables in accordance with the Contract\'s terms and
conditions.

**B.10.(d) [Maximum Order]{.underline}.** When USAID requires services
or reports and other deliverables covered by this contract in a Task
Order amount of more than \$5,000,000, the Contractor is not obligated
to accept an order to furnish those services or reports and other
deliverables under this contract. However, if the Contractor agrees to
furnish services or reports and other deliverables required by USAID in
excess of \$5,000,000 and is awarded a Task Order to do so, the
Contractor is required to provide said services and reports/deliverables
in accordance with the Contract\'s terms and conditions.

**B.10.(e)** Notwithstanding the above, if issuance of a task order to,
and acceptance of a task order by, the Contractor would: (1) result in
the Contractor (or its personnel or its subcontractors or their
personnel) having an organizational conflict of interest for which
restrictions would be placed on the Contractor\'s (or its personnel\'s
or its subcontractors\' or their personnel\'s) future activities ; or
(2) violate the provisions of the Procurement Integrity legislation,
i.e., Section 27 of the Office of Federal Procurement Policy Act (41
U.S.C. 423), as amended by Section 814 of Pub. L. 101-189 the
Contractor, after written notification to the cognizant Contracting
Officer, is not obligated to furnish those services or reports and other
deliverables under this contract, and USAID may acquire the supplies or
services from another source.

**Note : All task orders in excess of \$500,000 will require individual
subcontracting plans.**

END OF SECTION B

**SECTION C -- DESCRIPTION/SPECIFICATION/WORK STATEMENT**

# Global Health Private Sector Program (PSP)

**BACKGROUND AND STATEMENT OF WORK**

**C. 1 Introduction**

The Bureau for Global Health (GH), Office of Population and Reproductive
Health (PRH) seeks to competitively award multiple (up to 5) indefinite
quantity contracts to exercise global leadership and provide field level
programming in private and commercial sector strategies to expand
service delivery and access to quality reproductive health and voluntary
family planning products in developing countries. This RFP focuses on
increasing sustainable provision and use of quality reproductive health
and voluntary family planning (RH/FP)[^1] and other key health products
and services through the private, and particularly commercial, sector.
While this procurement will serve as the flagship for RH/FP in the
private sector, many other health products and services may be promoted
and/or provided including oral rehydration salts (ORS); water
purification kits; insecticide treated nets (ITNs); basic drugs and/or
syringes; micro-nutrients and fortified foods; promotion of
breastfeeding; and HIV treatment and care services including voluntary
counseling and testing (VCT) and anti-retroviral therapy (ARVs).

**C. 1 (a) Scope of the Contract**

The scope of the Private Sector Program (PSP) is broad, from helping
USAID form global partnerships with commercial firms for public health
goals, to working with private providers in developing countries on
their service delivery quality and overall capacity. The PSP will play
an important role in contraceptive security by increasing the
availability of contraceptives and improving access to affordable
methods. The PSP will foster innovation with regard to possible private
sector involvement in promotion of healthy behaviors including optimal
birth spacing, breastfeeding, sexual abstinence or fidelity to prevent
HIV exposure, and use of ARVs for prevention of mother-to-child
transmission (MTCT) of HIV/AIDS. The PSP may also play a role in the
adaptation or commercialization of new technologies to better respond to
public health priorities.

The PSP IQC is a worldwide activity with an overall ceiling of \$285
million; specific countries for field work will be designated in Task
Orders to the IQC. A separate solicitation for Task Order 1 (TO1) will
be conducted to provide core-funded services to the Bureau of Global
Health (GH), Office of Population and Reproductive Health (PRH), and
accept limited field support under the PSP. Services required under Task
Order 1 will be detailed in a separate scope of work, but will encompass
technical leadership, monitoring and evaluation, coordination and
collaboration with PSP IQC holders and other cooperating agencies,
synthesis of lessons learned, and other priority concerns of PRH.
Missions may use the PSP IQC for program implementation through one of
three mechanisms:

1.  Missions will be encouraged to bid and issue their own task orders;
    this is expected to be the principal way Missions will access
    services under this IQC. Administrative and technical authority
    would rest with the missions, with GH involvement as needed or
    desired by the mission.

2.  Missions may put field support into the GH-managed TO1, for
    activities in keeping with the scope of work for TO1. Administrative
    and technical oversight for these activities would be managed in a
    similar fashion to other centrally awarded GH projects.

3.  In specific circumstances, Missions may transfer field support funds
    to GH, and USAID/W will manage the competitive award of a separate
    task order for the mission's program (with mission involvement.)
    Administrative and technical authority may be transferred to the
    field following award, depending on mission preferences.

Details regarding the PSP IQC bid and award process for task orders are
set forth in Section F.

The PSP IQC will be accessed by USAID field missions and by offices in
USAID/Washington to interface with commercial sector partners, host
country governments, NGOs, PVOs, and others with the objective of
building cost effective, commercially-oriented interventions and
public-private partnerships into USAID programs in reproductive health,
voluntary family planning and the broader health sector. The awardees
will have extensive organizational experience and capability in
developing and implementing a broad range of private/commercial sector
strategies relevant to the statement of work described below.

**C. 1. (b) Purpose and Objectives**

The purpose of the Private Sector Program (PSP) contract is to establish
a worldwide mechanism to support USAID missions and bureaus in the
implementation of their strategic objectives in population, health and
nutrition through private and commercial sector strategies. Increased
use of RH/FP and other health products and services through commercial
strategies will contribute significantly toward the attainment of
USAID's goals in the population/reproductive health, HIV/AIDS,
infectious disease and nutrition sectors. This new award is authorized
under the Commercial and Private Sector Strategies (CAPS) Results
Package (936-3085) that was approved for a ten-year period beginning in
1998, and extended through June 2009. The CAPS Results Package directly
addresses the five PHN Strategic Objectives (SOs). USAID expects that
programming under the PSP will support all PHN SOs to varying degrees;
the current PHN SOs are listed below:

> SO 1: Increased use by women and men of voluntary practices that
> contribute to reduced unintended and mistimed pregnancies
>
> SO 4: Increased use of improved, effective, and sustainable responses
> to reduce HIV transmission and to mitigate the impact of the HIV/AIDS
> pandemic
>
> SO 5: Increased use of proven interventions to reduce the threat of
> infectious diseases of major public health importance
>
> SO 3: Increased use of key child health and nutrition interventions
>
> SO 2: Increased use of key maternal health and nutrition interventions

A graphic presentation of the relationships within this strategic
framework, which guides all Bureau for Global Health activities can be
found at: <http://www.usaid.gov/pop_health/pdf/stratpln.pdf> .
Activities of USAID field missions are guided by country-specific
strategic frameworks. Together, field programs and centrally-supported
PHN assistance are the principal mechanisms for achieving the Agency's
population and health goals.

The major objectives of the PSP are to:

1.  Provide GH with:

-   technical assistance and implementation support in the areas of
    private and commercial sector strategies for expanding access to
    reproductive health and other health products and services, and
    encouraging healthy behaviors;

-   access to innovation, non-traditional partnerships, and creative
    technical approaches; and

-   technical leadership, synthesis and monitoring and evaluation of the
    impact of private and commercial sector activities implemented under
    the PSP.

2.  Provide USAID missions with

-   technical assistance and implementation support to achieve private
    and commercial sector strategies for expanding access to
    reproductive health and other health products and services, and
    encouraging healthy behaviors;

-   relevant examples and approaches from private sector successes in
    other countries;

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-   a cost-effective contracting mechanism with local management
    control; and

-   technical and budgetary control of the activities programmed through
    this contract.

In pursuit of these goals, the PSP will conduct:

1.  Long-term, in-country coordination and implementation of private and
    commercial sector strategies to achieve PHN goals.

2.  Short-term technical assistance and implementation support,
    including support to the Bureau for Global Health for global
    partnerships

3.  Documentation and synthesis of private and commercial sector
    programming experiences including those of USAID (central and
    bilateral), other donors, the NGO community and the corporate
    sector.

4.  Monitoring and evaluation of private and commercial sector
    programming

5.  Scaling up of pilot or small scale private/commercial sector
    strategies with proven success (i.e. provider networks)

####### C.2 BACKGROUND AND RATIONALE

####### C.2. (a) Background

USAID recognizes the potential for the private sector to enhance the
supply and use of quality RH/FP goods and services, and has a
long-standing tradition of working with the private, for-profit
commercial sector and the private, non-profit NGO sector to further
population and health goals. While USAID's earliest strategies for
providing voluntary family planning services focused on assisting the
public sector, in the 1980s USAID began exploring mechanisms to promote
the delivery of reproductive health care through the private sector,
supporting both not-for-profit and commercial sector approaches. From
1985 to the present, several USAID projects helped make voluntary family
planning goods and services available through private and commercial
channels.

USAID's experience and partnerships with the commercial sector have
addressed the following five themes:

-   Global Partnerships: participation in alliances with foundations,
    NGO/PVOs and the corporate sector that pool resources to develop and
    deliver products, and increase their use

-   Research and Development: partnerships with the private sector to
    research, develop, and market public-health oriented products

-   Social marketing: encouraging people to adopt healthy behaviors and
    access reproductive health and other health products and services
    through media, public education, accessible pricing, and placement
    at retail outlets through subsidized or commercial distribution
    networks.

-   Service delivery: partnerships with private sector health care
    providers to expand FP service delivery and access to care

-   Workplace programs: promoting FP and other public health
    interventions to workers and communities through the non-health
    related commercial sector

Support for social marketing projects targeted at the private sector
began in 1984 with the Social Marketing for Change I (SOMARC) Project
(1984-1988), and was followed by SOMARC II (1988-1992) and SOMARC III
(1992-1998). The progress of these projects through time correlated with
a gradual evolution in the social marketing approach, from one strictly
focused on products (primarily oral contraceptives, condoms, and
injectables) to one that gave greater emphasis to involving private
health services and providers. In addition to these centrally-funded
projects, many USAID missions have had and continue to include social
marketing within bilateral assistance programs.

In addition to social marketing, USAID has supported projects with the
mandate to advance private sector provision of family planning services
(later broadened to include other aspects of reproductive health.) From
1985 to 1991, the Technical Information on Population for the Private
Sector (TIPPS) Project focused on stimulating interest and financial
involvement of for-profit firms in family planning service delivery.
Simultaneously, the Family Planning Enterprise Project (ENTERPRISE)
emphasized the provision of work-based family planning services. A
subsequent program, Promoting Financial Investments and Transfers to
Involve the Commercial Sector in Family Planning (PROFIT) Project was
implemented from 1991 to1997. More recently, the Commercial Market
Strategies (CMS) project has worked to expand the availability of RH/FP
and other health products and services through the private sector, with
interventions related to policy, health financing, social marketing, NGO
sustainability, and provider networks.

####### C.2. (b) Lessons Learned

The past twenty years have provided USAID some key insights on the
optimal roles of public, private and NGO partners highlighted below:

**Roles of Different Partners in Private Sector Strategies for Family
Planning and other Health Services and Products**

***Public Sector: Donors and Governments***

-   To effectively reach those most in need of public services, the
    public sector should utilize a market segmentation approach to
    identify needs and develop strategic approaches to reach key
    clients, and ensure affordable pricing of commodities and services
    for all clients.

-   Those clients who can afford to pay for products and services should
    do so. Subsidies can play an important role in ensuring access to
    products and services for the poor and underserved, but should not
    be over-used. How the public sector makes subsidies available to
    those who need them should be compatible with potential future
    expansion of the commercial market.

-   The public sector has a role to play in the policy and regulatory
    environment to make it conducive to private sector operation and
    expansion, while providing consumer protection and setting quality
    standards for the private sector.

-   The public sector's role in FP and other health service delivery
    should focus on areas where it has a comparative advantage vis à vis
    the private sector. This may mean transitioning from being a
    provider of services to being a financer of services that are
    provided by the private sector through contracts or vouchers.

-   When funding social marketing programs, donors should be clear on
    short-term and long term priorities with regard to both health
    impact and sustainability. No one approach can make products
    accessible to all socioeconomic groups, ensure continued supply,
    create a sustainable social marketing organization, avoid crowding
    out fully commercial brands, *and* allow for a smooth graduation
    from donor funding.[^2]

***The Private/Commercial Sector***

-   Compared to public sector distribution systems, the private sector
    can be more efficient at distributing and marketing some health
    commodities, such as contraceptives or insecticide treated nets
    (ITNs).

-   The commercial sector is reactive to the environment (policy,
    regulatory, market), and will react to the incentives and
    disincentives it perceives.

-   RH/FP services alone are generally not financially sustainable or
    profitable enough to attract private provider involvement.
    Integration of RH/FP services with other health services may be more
    attractive to private health service providers.

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-   Health provider networks have great potential to serve large
    populations with quality, low cost health services, but must be able
    to generate sufficient income to sustain their operations and/ or
    make profits while also responding to the public health agenda of
    governments and donors.

-   Private providers of RH/FP and other health services who wish to
    participate in networks, or benefit from other promotional or
    business development efforts, must be willing and able to adhere to
    national standards and/or participate in quality assurance efforts
    such as self-regulatory mechanisms or certification processes.

####### 

####### 

####### C.2. (c) Rationale

The private sector currently plays a large and growing role in the
provision and financing of RH/FP and other health services worldwide. In
the majority of developing countries, the private sector presents
significant opportunities for expanding the reach of basic preventive
and curative health services. There are several reasons for continued
work and reliance on the private sector as a principal PHN strategy for
USAID. These reasons are discussed in detail below.

**Increasing demand for RH/FP services and, concurrently, decreasing
donor resources for service delivery.** World population reached six
billion in the year 2000 and is currently growing at an annual rate of
1.2 percent, or 77 million people per year.[^3] An additional 217
million people are projected to need family planning services in 2015,
as a result of population growth and changing family size desires. This
projected increase of contraceptive users has cost implications for both
clients and governments. UNFPA estimates the total costs of family
planning and related services in developing countries (excluding China)
at \$22 billion in 2015. While donors supplied about 41 percent of the
resources needed for contraceptive commodities between 1992-6, by 1999
their assistance fell to under 25 percent.[^4] In the future, the gap in
resources for contraceptive commodities will increasingly need to be
covered from other sources, including households, employers and private
insurers.

**Changing roles and functions as a result of health sector reform**:
Across the health sector, and particularly for family planning, interest
in developing partnerships with the private sector has increased, driven
by a growing recognition of the inadequacy of public sector resources
for health, interest in testing new models for the delivery of quality
health services, and user willingness and ability to pay. Most
governments in developing countries have undertaken some type of health
sector reform in the past twenty years. Many of these reforms have
focused on improving equity of access to basic health services, as well
as to increasing the efficiency of service delivery through
market-oriented reforms. Reforms have included separation of the service
provision and financing functions of government, so that many
governments are no longer the major provider of services, but rather,
contract with a range of providers (NGO, commercial sector) for delivery
of certain health services to eligible population groups.

**Increasing recognition of the magnitude of private spending in the
health sector**: Of the 191 member states of the WHO, 50 (26%) have
private health expenditures accounting for 50% or more of total health
expenditures (WHO, 2002). Countries with high shares of private
expenditure include: Georgia (90%), India (82%), Nigeria (79%), Sudan
(79%), Kenya (78%), Pakistan (77%), Cambodia (76%), Cameroon (75%), Viet
Nam (74%), Indonesia (76%), Nepal (71%), Morocco (70%), Bangladesh
(64%), Uganda (62%), Paraguay (62%), and Ethiopia (61%).

The private commercial sector is an important source of contraceptive
commodities in developing countries. For the developing world as a whole
(excluding India and China), 33 percent of all family planning users
obtain contraception from commercial sources (Conly and Rosen, 1999).
Even in countries with a relatively high commercial share, there is
substantial room for future growth of the market. Table 1 shows
countries where over 50% of users report obtaining contraceptives from
private sector sources.

**Table 1. Selected countries where private sector source for
contraceptives is over fifty percent, all modern contraceptive
methods**[^5]

+------------------+----------+----------------------------------------+
| ***Country***    | **       | ***Private source of supply***         |
|                  | *Year*** |                                        |
|                  |          | ***(pharmacy, NGO, other)***           |
+------------------+----------+----------------------------------------+
| Indonesia        | 1997     | 57%                                    |
+------------------+----------+----------------------------------------+
| Bolivia          | 1998     | 58%                                    |
+------------------+----------+----------------------------------------+
| Colombia         | 1995     | 73%                                    |
+------------------+----------+----------------------------------------+
| Dominican        | 1996     | 64%                                    |
| Republic         |          |                                        |
+------------------+----------+----------------------------------------+
| Egypt            | 1997     | 59%                                    |
+------------------+----------+----------------------------------------+
| Jordan           | 1997     | 72%                                    |
+------------------+----------+----------------------------------------+
| Benin            | 1996     | 57%                                    |
+------------------+----------+----------------------------------------+
| Cameroon         | 1998     | 68%                                    |
+------------------+----------+----------------------------------------+
| Ghana            | 1993     | 75%                                    |
+------------------+----------+----------------------------------------+
| Uganda           | 1995     | 53%                                    |
+------------------+----------+----------------------------------------+

Many studies also show that the private sector is the first source of
care for child health. For instance, in India, more than 80% of
households use private providers for childhood illnesses; the private
sector treats 93% of diarrheal disease cases and accounts for 65% to 75%
of all ORS distributed. In Bolivia (1994) more than 50% of ARI cases
were treated in the private sector. Studies of health seeking behavior
for malaria have found that the majority of infections are initially
treated in the private sector in sub-Saharan Africa[^6]. In many
countries the private sector is assuming an increasingly important role
in the treatment of other infectious diseases, such as tuberculosis and
sexually transmitted infections.

**Private services are popular among consumers, and private
providers**[^7] **are proliferating, but there is room for improvement
in the quality of services provided and a need to establish regulatory
mechanisms.** A significant proportion of all health care providers are
formally or informally employed in the private sector. Fifty-five
percent of all physicians work in the private sector, ranging from 35%
in Africa to a high of 60% in Asia[^8]. There is also significant *ad
hoc* information that many public sector employees practice privately,
sometimes during the working day, and perhaps even in public sector
facilities. Despite the popularity of private sector services among
consumers and the dual employment status of providers in many settings,
there is often room for improvement in the efficacy of private services.
Studies have identified the prevalence of poor treatment practices
related to tuberculosis, sexually transmitted infections[^9], childhood
diarrhea and acute respiratory infections (ARIs) [^10]among private
providers. While little research is available on the quality of private
sector family planning services it is generally accepted that these
providers would also benefit from updates on best practices, continuing
education and a variety of quality assurance mechanisms. Opportunities
to improve quality of care in the private health sector exist with both
consumers (e.g. education, vouchers to promote consumer choice) and
providers (e.g. training, regulation, certification, professional
associations).

**In certain contexts, the private sector is an important source of
reproductive health and HIV-related information, supplies and services
for youth. ** Youth represent a large and growing segment of the
developing world's population.  Young people aged 10-24 are among the
healthiest segments of the population.  Many adolescents are not yet
sexually active, and a high priority for protecting their health is to
encourage them to delay their sexual initiation and to remain faithful
or limit partners if sexually active.  Globally, however, most youth
become sexually active by age 20[^11], either in or out of marriage.  In
some developing countries, particularly in Asia, married youth are an
important subgroup of clients needing reproductive health information
and services. In many countries, premarital sexual activity is
increasing as the age at marriage rises in many countries.  In addition,
a small proportion of especially vulnerable young people begin sexual
activity very early, and these young people are often at high risk of
HIV and other STIs, as well as unwanted pregnancy. For all youth,
whether married or unmarried, sexually active or not, the private sector
has an important role to play in promoting healthy behaviors. Those
youth who are sexually active require access to counseling,
contraception including condoms, and STI and VCT services. 

While more research is needed in this area, emerging evidence suggests
that the private/commercial sector is an important source of FP and
HIV/AIDS information and services for youth in many contexts.  Studies
have shown that important barriers exist to young people seeking
information, counseling or services in public sector clinics as well as
NGO clinics that cater to an older clientele, and that these barriers
are difficult to overcome.  Sexually active youth seem to prefer
obtaining information or purchasing contraceptives for pregnancy
prevention and/or condoms for HIV prevention in commercial
establishments where they can maintain anonymity; paying for these
products does not appear to be an insurmountable barrier. Young people
also tend to seek STI treatment from various types of private sector
providers.  However, more recent analyses indicate great regional
variation in youth preferences with respect to sources of service. 

**The commercial sector is an important partner in HIV prevention, care
and treatment.** Estimates are that 40 million people are currently
infected with HIV and over 70 million deaths from HIV/AIDS will have
occurred by 2020.[^12] In regions most affected by the HIV/AIDS
epidemic, such as Southern Africa, businesses in key economic sectors
such as mining and transportation are reporting that 5-30% of the
workforce is infected with HIV. Clearly, these rates of infection have
consequences for individual companies' productivity and profitability as
well as for the larger national economies in which they operate.
Individual businesses are affected by both decreased productivity
(through absenteeism and organizational disruption), and increased
costs, including recruitment and training costs, insurance premiums and
pension, health care, and funeral costs. Recognizing both the
company-level and macro-economic impact of the epidemic, companies are
increasingly engaged in HIV prevention, education, and care and
treatment initiatives both within their workplaces and beyond them.
Health related businesses, including individual private providers, are
key partners in efforts to expand access to voluntary counseling and
testing (VCT), prevent mother to child transmission (MTCT) and increase
access to anti-retroviral therapies (ARVs). Many businesses require
technical assistance in designing specific strategies to combat HIV/AIDS
in their workplaces and communities. Others need to know how best to
contribute their core business skills, whether in communications,
marketing, logistics and distribution or training, to the fight against
HIV/AIDS. There is a continuing need for public--private partnerships
that leverage the relative strengths of the business sector, government
and donors in a multi-sectoral response to HIV/AIDS. At the same time,
many private employers are ready to help their employees access
voluntary family planning services and products.

##### 

##### **C.3 SCOPE OF WORK**

####### C.3. (a) Overview of the Contract

The Private Sector Program (PSP) is authorized under the Commercial and
Private Sector (CAPS) Strategies Activity Approval Document, which has
been extended until June 2009. The purpose of CAPS is to utilize
commercial strategies and marketing approaches to increase contraceptive
prevalence, and promote interventions related to STI/HIV/AIDS, child
survival, and other health products and services. It also promotes a
more targeted use of scarce public sector resources to ensure access to
quality family planning products and services for the poor, while
creating a more favorable environment for private sector market
expansion. Current awards under CAPS include GH/PRH/SDI's contract for
the Commercial Market Strategies (CMS) Project and the Summa Foundation.
CAPS focuses on family planning and reproductive health, but has
authority to respond to other programmatic needs of the Bureau for
Global Health, such as HIV/AIDS, child survival, nutrition, infectious
disease, and others.

The Private Sector Program will be the principal GH/PRH vehicle for
technical assistance aimed at expanding the role of the private sector
(with a focus on the commercial sector, but also working with
not-for-profit NGOs as appropriate) to ensure sustained access to and
use of quality family planning and other key public health services. The
PSP will play an important role in contraceptive security by increasing
the availability of contraceptives through private and commercial
sources and improving access to affordable methods. Other health
products and services addressed by the PSP are related to preventive,
curative, and palliative interventions for key areas of public health
interest, including HIV/AIDS, sexually transmitted infections, malaria,
childhood and maternal morbidity and mortality, infectious diseases;
food fortification; and provision of diagnostic services, including
voluntary counseling and testing (VCT) among others. Awardees may also
be requested to support other initiatives such as lactation promotion,
promotion of optimal birth spacing, promotion of sexual abstinence,
faithfulness or partner limitation, and use of nevirapine for prevention
of mother-to-child transmission of HIV/AIDS. The PSP will contribute to
the documentation, synthesis and dissemination of best practices
relative to private and commercial sector delivery of promotional
supports, products and services to address key public health concerns.

As requested under task orders, the contractors selected under this IQC
will provide technical services to USAID Missions, the Global Health
Bureau and other USAID Bureaus and operating units. The contractors also
will provide, as requested by Field Missions and other operating units
through the PSP, long- or short-term technical assistance and/or
advisory services to host country institutions (both governmental and
non-governmental) to achieve their health, population and nutrition
objectives. Task orders developed by the requesting USAID unit will
define the precise requirements, but it is anticipated that the Private
Sector Program will respond to private sector needs across all offices
of the Global Health Bureau.

**C.3. (b) Contract Structure**

The Service Delivery Improvement (SDI) Division in the Office of
Population and Reproductive Health will be the primary manager of the
CAPS Results Framework and the Private Sector Program, in consultation
with the Office of Health, Infectious Disease, and Nutrition, and the
Office of HIV/AIDS. The management structure will include a Project
Management Team comprised of SDI staff supported by a Global Health
Bureau advisory team, forming a Technical Advisory Group. The Technical
Advisory Group members and other USAID staff will be available to
support PHN offices in field missions to conduct assessments, develop
SOWs for specific task orders and evaluate proposals from PSP IQC
holders, as required. The designated CTO for the PSP IQC in the SDI
division will also serve as CTO for any task orders used by GH/PRH.
Other operating units, including missions, will identify a CTO and
manager for each task order issued under this IQC contract. Creation of
a broader private sector working group, with members from within USAID,
cooperating agencies and other interested partners, is anticipated
subsequent to the award of the new activity.

This solicitation is for multiple (up to five) five-year Indefinite
Quantity Contracts (IQCs) GH/PRH plans to solicit bids for Task Order 1,
which will serve as the technical leadership and coordinating mechanism
under the PSP. Task Order 1 will also ensure that lessons learned under
the PSP are shared among all PSP IQC holders, and will capture selected
monitoring and reporting data across all programs, including selected
mission bilateral programs consistent with the scope of PSP.

Task Order I will be the main vehicle to accomplish GH core objectives.
Core funds will be used to support critical functions of technical
leadership: advancing the state of the art related to private and
commercial sector delivery of RH/FP and other health services and
commodities; improving monitoring and reporting, research and
innovation; and developing and facilitating new alliances and
partnerships with the commercial sector. Other core-funded Task Orders
may also be awarded as needs evolve within GH.

Typically, Missions interested in accessing services under this IQC will
develop and issue separate Task Orders. However, USAID/W can also accept
mission field support funds into Task Order I or negotiate and award
Task Orders for country-specific activities using mission field support
funds with mission input on the scope of work (SOW), contractor
selection, and delegation of technical oversight to the mission.
Mission-issued Task Orders may receive additional funds from GH, e.g.,
to provide resources for monitoring and evaluation or for collaboration
with Task Order 1.

**C.3. (c) Description of Functional Activities and Tasks**

At the end of five years, the Private Sector Program will have expanded
the role of the private sector, and particularly the for-profit
commercial sector, in providing and financing RH/FP and other key public
health products and services. In addition, this Program will have
undertaken the necessary research and implemented relevant activities
related to priming immature markets and to reducing barriers of entry
for commercial ventures. Finally, the PSP will have improved
governments' ability to collaborate with the private sector in the
provision of health promotion messages, products and services; and
optimized the performance of and/or leveraged funds from partnerships
and alliances with the commercial sector.

The anticipated results of program implementation and technical
leadership under PSP are presented in the framework described in section
C.3(d). When a task order is placed under this contract, the contractor
will be required to perform specific functions and tasks as specified by
the task order, within the overall PSP results framework. Contractor
performance will be evaluated against the performance indicators
established in each task order.

###### **C.3. (d) Results Framework** {#c.3.-d-results-framework .unnumbered}

The Results Framework for this contract, including the Strategic
Objective and Intermediate Results, can be found in graphic form at the
end of Section C. The awardees will be expected to provide services to
achieve the following objectives:

**PSP Objective: Sustainable provision and use of quality private sector
RH/FP and other health information, products and services increased**

As populations increase, and a higher proportion of people want to plan
their pregnancies and improve other aspects of their health, the need
for RH/FP and other health products and services is expected to rise
dramatically. While donors and governments are encouraged to help meet
these increasing needs, the private and commercial sector can and should
increase its role to ensure that men and women in developing countries
have sustained access to reliable, high quality and affordable RH/FP and
other health products and services. The PSP will:

-   ***Inform*** consumers regarding healthy behaviors and the
    availability of, attributes of, and health benefits accruing from
    RH/FP and other health products and services through commercial
    media and distribution channels. Advertisements and other
    promotional materials will focus on commercial products and
    services, but may also support the overall public health agenda of
    USAID and host country public health officials, as appropriate. For
    example, while a particular brand of oral contraceptive might be the
    focus of a TV spot, the spot could also point out the importance of
    consulting with a health provider (whether public or private) to
    chose the best product or service for his or her needs. In HIV/AIDS
    prevention, messages aimed at young people may focus on sexual
    abstinence and/or faithfulness and partner limitation, as well as
    the importance of using condoms if sexually active.

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-   ***Expand*** the provision and use of quality RH/FP and other
    products and services through the private, particularly commercial,
    sector. This might include, for example, assistance in creating and
    promoting a network of private health providers who agree to offer a
    standard package of family planning and other health services at a
    standard price, according to accepted quality standards. In the case
    of food fortification, it may be necessary to assist food producers
    to develop a strategy to offer fortified products that are
    affordable and consistent with quality standards. Concerning malaria
    prevention, the PSP could assist private distributors to perform a
    market analysis and develop a strategy to reach specific segments of
    the population with ITNs while also developing a larger commercial
    market.

-   ***Assist*** the public sector to generate an enabling environment
    for private and commercial sector expansion in provision,
    manufacture, distribution, and marketing of RH/FP and other health
    commodities and services. It may be necessary to provoke a dialogue
    between public health officials and private distributors of specific
    products or services to agree on appropriate roles for each entity.
    Joint development and/or regular review of strategies and programs
    can encourage more active engagement of both sectors in private
    sector promotion or provision of key products and services.

-   ***Identify*** and reduce barriers to market entry, strengthen the
    regulatory framework and oversight of private sector activities,
    with a focus on consumer protection and quality assurance. Different
    aspects of medical regulations or commercial law may arbitrarily
    limit private sector involvement in delivery of services or products
    that are a public health priority, and the public officials could be
    the most effective advocates for reform of these regulations. For
    instance, the tax code may penalize private sector importation of
    contraceptives, thus raising prices and limiting the ability of
    low-income populations to access private sector products. For
    private sector services, to assure adherence to quality norms it may
    be important to define an appropriate regulatory or oversight role
    for a public health agency.

***[IR1: Knowledge about and use of quality RH/FP and other health
products and services from private sector providers
increased]{.underline}***

The private sector supplies quality products and services as a function
of consumer demand. Therefore potential clients need to understand the
options available to them in both the public and the private sectors.
The PSP will help activate the market for privately provided RH/FP and
other health products and services through improved marketing and
expansion of financing mechanisms, thereby making more private sector
products and services more available at affordable prices. It is also
expected to help promote healthy behaviors.

1.  ***Targeted consumer marketing strategies utilized***

Public and private resources could be used more efficiently if the
behaviors and needs of consumers were better understood. Data from
market segmentation studies will be used to stratify consumer markets
according to demand for particular products or services, willingness to
pay, and product preference. The project will help private producers
respond to the specific demand of various market constituents, with the
objectives of increasing healthy behaviors overall, including use of
services, and increasing the market share of private sector goods and
services.

2.  ***Financial mechanisms to cover RH/FP and other health products and
    services expanded***

Introducing alternative financing arrangements, such as employer-based
insurance, other risk-pooling mechanisms, vouchers, and prepayment
schemes can affect demand for RH/FP products and services, particularly
among moderate and lower income groups, by making RH/FP products and
services more affordable. These mechanisms affect the affordability of
RH/FP products and services. Risk pooling mechanisms can improve equity
of health financing, and help target scarce public resources towards
poor and vulnerable population groups. Creating a greater market
orientation for RH/FP products and services will help alleviate the
financial burden on the public sector and improve efficiency and equity
of the system.

[IR2: Supply of quality RH/FP and other health products and services
through the private sector increased]{.underline}

To expand provision of products and services in the private sector, the
Private Sector Program will improve the capacity of private sector
providers to provide high quality RH/FP and other health services and
products at the lowest prices possible. This result requires a
two-pronged approach: a) work with private providers in mature markets
to hone their counseling, clinical and business skills; and, b) work
with private providers in immature markets and to support development of
the commercial sector. Where the commercial market is not yet well
developed, some form of market-priming may be needed. This is a
transitional intervention involving the procurement and distribution of
RH/FP and other health goods, to strengthen unsubsidized distribution
channels. Market priming must be time-limited in order to avoid creating
a system that depends on subsidies and thereby displaces independent and
indigenous commercial activity.

1.  ***Distribution networks, partnerships, and service delivery points
    expanded***

A key to the long-term provision of RH/FP and other health information,
products and services is collaboration with groups such as PVO/NGOs,
associations of health professionals, private practitioners,
distributors, and commercial entities such as pharmaceutical
companies[^13]. On a national level, *provider networks* can be
important vehicles to promote healthy behavior and increase affordable
and high quality access for a large number of consumers. Partnerships
between USAID and the commercial sector (international and national
manufacturers, distributors, insurance companies, etc) will focus on
negotiated agreements to make sure their products are priced reasonably
for specific consumer groups.

2.  ***Quality assurance systems for private providers adopted***

Quality assurance processes and systems at all levels should be examined
and adopted, depending on specific needs. Key elements of quality
assurance include counseling and clinical service provision guidelines,
certification programs, pre-service and in-service training, peer review
or other self-regulatory mechanisms, and oversight or supervision by a
regulatory body. The Private Sector Program will work with governments
to strengthen the policy and regulatory framework for addressing quality
of RH/FP and other health products and services, including adoption of
clinical protocols, consumer protection, licensing and registration,
among others.

3.  ***Strategies for long-term market viability identified and
    implemented***

Business plans will be developed and applied for different market
entities. A thorough business assessment includes pricing, cost
recovery, market readiness, marketing needs, and customer demands and
expectations. By encouraging private providers to improve their business
skills and market orientation, the project will help to expand the
overall market for RH/FP and other health products and services, as well
as increase the private (commercial) market share, by stimulating
greater consumer interest.

***IR3: Conditions for private sector involvement in RH/FP and other
health product and service delivery improved***

Governments and donors cannot mandate expansion of the private sector;
however, they can create conditions to induce private and commercial
providers to enter the RH/FP and health marketplace. Approaches that
facilitate entry of the private sector include market studies to define
the public sector niche vis-à-vis the private sector niche, promoting
better dialogue among sectors, creating market incentives for entry and
expansion, and eliminating disincentives, such as legal and regulatory
barriers.

1.  ***Policy dialogue and collaboration among donors, public and
    private sectors enhanced***

By engaging donors, host government, and the private sector in
productive dialogue, the project will promote better understanding of
the contributions, obstacles to, and other needs of the private sector
to provide high quality RH/FP and related health care. This can be done
by bringing all key stakeholders to the policy table and/or by serving
as an intermediary between the public and private sectors. This complex
and challenging process puts market segmentation research into practice.
This project will work with governments and other stakeholders to
analyze and define the complementary roles of the private and the public
sector.

2.  ***Barriers to market entry and expansion by the private sector
    identified and reduced***

The private sector responds to market incentives. This project will help
governments to a) create positive incentives, e.g. tax and investment
incentives; b) promote expanded private sector activity in delivering
RH/FP and other health information, products and services; and, c)
identify and remove entry barriers and reduce opportunity costs to
engage the private, commercial sector. Legal and regulatory barriers
such as high tariffs and product registration requirements are two
obvious examples of obstacles that can be targeted.

**C.3. (e) Technical Focus Areas and Illustrative Activities**

The program's five major technical areas are described below. The
illustrative activities associated with each technical focus area are
provided to give awardees a sense of the range of activities that they
could be expected to perform under the PSP. Task Orders will fall within
this umbrella and will specify particular approaches, activities and
deliverables as needed.

**Provider Networks & Franchising**

Key to expanding access to high quality RH/FP and other health
commodities and services is the involvement of private sector health
services providers, who are often isolated and disenfranchised. Studies
suggest that small private providers are often struggling financially,
and that support to upgrade clinical services as well as business
practices would go a long way to ensure their financial viability and
role in the sector. There may also be opportunities for the public
sector to subcontract or otherwise directly engage private providers for
specific services or populations.

USAID has supported private provider networks at both central and
Mission levels to varying extents for a number of years. Private
provider networks are a logical extension of social marketing, in that
services of a certain quality (rather than products), are marketed
within a certain price structure. Provider networks and franchising are
also entry points for donor assistance related to quality of care,
training in specific areas (such as long-term contraceptive methods),
and improved business practices. Under PSP work with provider networks
and franchising will address: lessons learned and best practices;
sustainability of networks; improved quality of service; and linkage to
social marketing efforts.

Illustrative Activities:

-   Provide technical assistance to replicate or scale up an existing
    provider network model

-   Provide technical assistance to an existing network to improve
    marketing, clinical quality, cost recovery or other operational
    aspects

-   Move a product-oriented social marketing program into longer-term
    method service delivery through the creation of a branded network of
    pharmacies/clinics providing injectables, IUDs, or other
    contraceptive methods

-   Conduct business training for private providers who are part of a
    network

**Social Marketing**

Social marketing is a method of encouraging people to adopt healthy
behaviors, and access health products and services, through media,
public education, accessible pricing, and placement at retail outlets
through subsidized or commercial distribution networks. The success of
social marketing is well established and has become commonplace in the
implementation of USAID programs, particularly with respect to RH/FP,
HIV/AIDS, and MCH. Social marketing of RH/FP products has evolved since
the late 1960s and involves the use of several financing models. In the
**distribution model**, subsidized contraceptives are branded and sold
at a low price through commercial or subsidized networks/outlets and
backed by mass media advertising. In the **manufacturer's model,**
pharmaceutical companies handle the marketing, packaging, and
distribution of their products at lower than usual trade margins, in
exchange for some form of assistance in advertising, detailing, and
research. Most social marketing programs defy easy categorization into
these model types, and represent hybrid approaches to social marketing
that reflect aspects of both models.

USAID encourages responses from organizations that take a broad and
flexible approach to social marketing. These approaches need to be
culturally sensitive and context specific, tailored to the particular
public health message, commodity or service in question, and should be
based on sound formative research. USAID is concerned about the
long-term sustainability of subsidized social marketing programs, and
encourages an approach which focuses on market segmentation, and takes
the interaction of social marketing interventions with other market
segments (public sector, fully commercial) into account. Social
marketing within the Private Sector Program will: address healthy
behaviors, commodities and services; support different modalities
according to the context and type of message, commodity or service;
utilize flexible approaches; and generate a knowledge base and lessons
learned.

Illustrative Activities:

-   Conduct market segmentation analyses to better understand the
    potential market for social marketing of products/services

-   Design and implement behavior change campaigns that may or may not
    be associated with a product or service

-   Conduct cost-effectiveness analyses of different social marketing
    models

-   Implement social marketing programs directly or through local social
    marketing organizations based on the model best suited to the
    country context and Mission strategy

-   Enter into partnerships with pharmaceutical companies to expand
    access to health products

-   Pilot social marketing of new products, services or healthy
    behaviors

-   Design and implement phase out or graduation strategies for social
    marketing programs in appropriate contexts

**Private Sector Finance and Management Practices**

This technical focus is concerned with institutional strengthening of
private sector organizations to achieve financial sustainability and
market viability. Many non-governmental organizations involved in
delivery of health information, services and products have tended to
focus on mission-related issues to extend their reach to new groups, and
improve quality. Health sector reform and declining availability of
grant funds from donors have changed the environment in which these
organizations once operated, necessitating a more business and market
oriented approach to their operations. In some countries health sector
reform has broadened the role of NGOs, as deliverers of services and
products through contract agreements with the public sector and private
insurers. This program area addresses support for both for-profit and
not-for profit providers of RH/FP and other health products and
services, to improve aspects such as financial management, market
analysis capabilities, business planning skills, pricing and cost
recovery.

Illustrative Activities:

-   Provide technical assistance to health sector NGOs to improve their
    financial and organizational sustainability

-   Provide training in market analysis, business planning, pricing and
    cost recovery strategies to private health sector providers through
    appropriate intermediary organizations such as professional
    associations or franchisors

-   Build capacity among private health sector providers to contract
    with the government or private insurers for the provision of family
    planning services under social or private insurance programs

-   Assist private health sector providers to develop cross-subsidy
    strategies to support continued provision and expansion of family
    planning services, particularly to lower income clients

-   Assist private health sector providers to develop credit-worthy
    financial plans and access commercial credit in their country

**Commercial and Private Sector Alliances**

The Private Sector Program will facilitate large impact partnerships
whenever possible, between USAID and a range of commercial sector
interests including providers, manufacturers, pharmaceutical companies
and other multinationals, including distributors. The nature of such
partnerships may be either in the company's philanthropic or commercial
interest, as long as results are consistent with USAID's PHN goals. PSP
will facilitate different models of partnership with the commercial
sector, depending on the context and public health intervention in
question. Where appropriate, the Contractor will support and facilitate
partnerships directly *between USAID and the corporate entity.* The PSP
will generate knowledge about best practices in identifying, developing,
and successfully managing these partnerships and document their results.

Illustrative Activities:

-   Provide logistical support and coordination to global partnerships
    between corporations, private foundations, other donors and USAID

-   Negotiate agreements between corporate entities and USAID at the
    local level to support the delivery of health products and/or
    services with public health impact

-   Support regional agreements between pharmaceutical corporations and
    USAID regarding pricing, market entry and distribution

-   Identify and support global partnerships with multinational
    corporations to promote healthy behaviors through cause-related
    marketing

-   Conduct advocacy campaigns with local chambers of commerce and
    business associations to encourage corporate social responsibility
    initiatives related to reproductive health or HIV/AIDS prevention

**Improved Policy Environment for Private Sector Expansion**

Private commercial sector entities are generally reactive to incentives
that either facilitate or impede their involvement in a given market.
The private health sector is no different and also responds to
incentives and disincentives in the market for health products and
services. In many places, untargeted subsidies from donors and the
public sector constitute a significant disincentive for private
commercial sector providers to enter or expand their presence in a given
market. Improving the policy environment for private sector expansion
can entail analyzing and addressing the legal, structural, regulatory,
and informal barriers to market entry for private sector enterprises, as
well as the availability of information, commodities, and services.

Illustrative Activities:

-   Identify and remove legal and regulatory barriers to private sector
    involvement in RH/FP and other health products and services, such as
    tariffs on contraceptive products

-   Engage in dialogue with policy-makers to institutionalize quality
    assurance mechanisms for the private health sector, and improve the
    regulatory environment

-   Provide support to government agencies (central, regional, local) on
    transitioning from providing health services to financing health
    services through contracts with private providers/NGOs

-   Assist governments in implementing policy reforms to better target
    subsidized health products and services to the poor and
    disadvantaged groups

-   Implement other policy-related interventions as appropriate to
    facilitate private sector expansion in health product and service
    delivery

####### 

####### C.3. (e) Beneficiaries 

The immediate beneficiaries of the PSP are actual and potential
consumers, particularly low and middle income consumers, who will have
increased understanding of and access to key family planning, child
health, HIV/AIDS, and infectious disease services and products either
through direct provision by the private sector, or through more
effective targeting of public sector financing. Additional beneficiaries
include public sector managers and policy makers who will gain a greater
understanding of the private and commercial sector and of ways to
utilize the strengths of this sector to achieve public health goals.
Finally, private and commercial sector organizations will benefit from
the activities of this program by building experience and knowledge
about key public health services and commodities by entering this market
or through participating in partnerships with the public sector.

####### 

####### C.3. (f) Country Selection

Because a significant proportion of funding for the Private Sector
Program is expected to come from field Missions, either through
individual Task Orders, field support or other transfers to GH, USAID
does not pre-designate priority countries for this IQC. Therefore it is
not appropriate to define in advance any need for regional offices.

##### 

##### **C.3. (g) Relation to Other Bureau of Global Health Activities**

The Contractor is expected to lead the efforts of the Bureau for Global
Health in working with the private sector, actively promote its
experience and lessons learned in private sector programming both within
and outside the Agency, and effectively learn from and synthesize the
experience of other organizations involved in similar private/commercial
sector interventions. As such, contractors will need to communicate,
collaborate, and exchange lessons learned with fellow PSP IQC holders,
other Cooperating Agencies, bilateral programs, donors and others
working in related technical areas. At present, several ongoing
activities within GH are related to the scope of the PSP. These include
CATALYST, ADVANCE AFRICA, ACQUIRE, and POLICY II (GH/PRH); AIDSMARK,
YOUTHNET (GH/OHA); and NETMARK, BASICS, EHP (GH/HIDN). Please refer to
the Global Health User's Guide for detailed descriptions of these
projects. Bilateral programs managed directly by missions that focus on
social marketing, public-private partnerships, NGO/PVO operations etc
are too numerous to mention here.

**C.3. (h) Related USAID Efforts in Other Sectors**

USAID activities in other sectors are also related to efforts to expand
and strengthen private and commercial sector participation in the
achievement of development objectives, including global health
objectives. Through the PSP, Global Health as well as other USAID
operating units will be able to program joint activities with other
USAID programs, such as the Development Credit Authority (DCA) and the
Global Development Alliance (GDA). Descriptions of these two programs
are available on the Agency website at
[www.usaid.gov](http://www.usaid.gov/). The PSP also allows for
programming cross-sectoral activities. The Commercial and Private Sector
Results Package/Activity Approval Document authorizes acceptance of
funds from all USAID funding accounts through this mechanism.

##### **C.3. (i) Strategy for Use of Core Funds**

Core funding for the Private Sector Program will be used primarily for
the following aspects:

-   Technical leadership in RH/FP and other health services and products

-   forming GDA-type alliances,

-   scaling up of proven strategies

-   research and innovation, particularly with respect to leveraging and
    partnerships with the commercial sector

-   Advancing the state of the art, including collecting, identifying,
    synthesizing, documenting and disseminating best practices and
    lessons learned

-   Monitoring and evaluation

All core funds will be awarded through one or more Task Orders, for
which scopes of work will be separately developed and competed among PSP
IQC holders.

##### **C.4. Performance Monitoring**

Performance monitoring for the PSP IQC will occur at two levels.
Missions that award task order contracts under the PSP IQC will monitor
the results of these task orders through Mission monitoring mechanisms.
The Global Health Bureau will monitor progress toward the strategic
objectives and intermediate results of the PSP IQC, as well as the types
and levels of task orders issued under the IQC.

GH/PRH anticipates requesting proposals from PSP IQC holders for a scope
of work (Task Order 1) that will include monitoring and evaluation
tasks. Task Order 1 will include monitoring and evaluation of core
funded activities performed under the PSP, as well as selected
mission-funded activities. The Task Order 1 SOW will include the
development of a comprehensive list of indicators to assess progress
toward the results framework. All Missions developing task orders or
providing field support under the PSP will be requested to include 2-5
indicators from the list developed under Task Order 1. It is anticipated
that some of those task orders will receive a small percentage of core
funds from G/PRH to support the collection and communication of
monitoring and evaluation data with the Task Order 1 contractor, and to
participate in sharing lessons learned and best practices.

####### 

Evaluation of the Contractor\'s overall performance in accordance with
performance standards/indicators established under both mission and
core-funded task orders will be conducted jointly by the CTO and the
Contracting Officer, and will form the basis of the Contractor\'s
permanent performance record with regard to this contract. The CTO and
Contracting Officer will undertake an evaluation at the conclusion of
each task order and forward a copy to the USAID/W CTO and Contracting
Officer. In addition, each year, Global Health will survey Missions and
implementing agencies regarding their level of satisfaction with
services rendered under this contract.

####### 

####### C.5. Required Professional Skills

The contractor will provide the specified expertise, availability,
language proficiencies and experience for each task order issued under
this IQC. Each Request for Proposals for a Task Order to be issued under
this IQC will define any key positions considered essential for the
accomplishment of the specific task order in question, for the duration
specified in the task order. The contractor will provide all necessary
logistical support, including travel arrangements (with required USAID
clearances), computer support, team planning facilitation, and report
editing and dissemination. In addition, each contractor is expected to
have a Project Director, and a flexible, responsive mechanism to support
their achievement of PSP goals.

####### 

####### C.5. (a) IQC Project Director

The contractor for each IQC contract is required to provide central
management and oversight of the task orders awarded under the contract.
The contractor is required to specify a project director and alternate
point of contact. The project director is considered "key personnel" and
must meet or exceed the qualifications listed below. This individual
will be responsible for responding to task order proposal requests,
central reporting, and central meetings with the PSP CTO. This
individual will also be responsible for liaison with the Task Order 1
contractor related to monitoring and evaluation and synthesis of lessons
learned, and participation within the proposed Private Sector Working
Group of interested USAID and CA participants.

The IQC Project Director will provide vision, direction, leadership and
management to the PSP IQC contract. The Project Director will serve as
an advocate and spokesperson for private sector programming within the
USAID GH CA community. The Project Director must have the following
attributes and qualifications:

-   At least 7 years senior level experience with private sector
    programming in RH/FP in developing countries or equivalent

-   A Master's degree in business, public health, economics or a related
    area or equivalent experience

-   Demonstrated management, leadership and interpersonal skills

-   Strong writing and oral presentation skills

-   Experience living or working in a developing country

####### C.5. (b) Technical Labor Categories

The Contractor will develop and maintain a database of specialists for
possible use under this contract as short- or long-term advisors
identified by areas of expertise, language, abilities and experience.

The contractor's database should include expertise in the following
areas. In business-related skill areas, proposed personnel should
demonstrate some experience in the health sector. In health-related
technical areas, personnel should demonstrate experience with the
private and commercial sector.

1.  Business planning

2.  Business skills training

3.  Clinical service delivery in RH/FP and related health care

4.  Contracting in/out

5.  Corporate social responsibility

6.  Environmental health

7.  Family planning

8.  Financial analysis

9.  Health behavior change communication

10. Health economics

11. Health financing

12. Health policy

13. Health sector reform

14. Health services marketing

15. Health services research

16. HIV/AIDS care and support

17. HIV/AIDS prevention programs

18. Malaria

19. Maternal health

20. Monitoring and evaluation

21. NGO sustainability

22. Nutrition

23. Organizational development

24. Other areas to be suggested by the Offeror

25. Pharmaceutical production

26. Provider networks

27. Public-private partnerships

28. Quality assurance

29. Reproductive health

30. Social marketing

31. STD programs

32. Training specialist

33. Tuberculosis

34. Voluntary counseling and testing for HIV

**TERMS USED IN THIS DOCUMENT:**

The **private health sector** comprises all providers, suppliers, and
ancillary and support services that lie outside of the public sector;
i.e., are owned by individuals or corporations and are not public
concerns. The private health sector can be further characterized by the
motivation of owners: whether the *modus operandi* is for-profit,
non-profit, philanthropic, or other type of concern.

The **commercial sector** is a subset of the private health sector,
which is for-profit in nature.

**RH/FP services and products** refer to voluntary family planning
counseling and temporary and long-term contraceptive methods, counseling
and treatment for sexually transmitted infections; post-abortion care;
elimination of female genital cutting; and specifically exclude
provision or promotion of induced abortion services.

**Other health products and services** addressed by this contract are
related to preventive, curative, and palliative interventions for key
areas of public health interest, including HIV/AIDS (promotion of
healthy behavior including abstinence, faithfulness/partner limitation,
and using a condom if sexually active, VCT, MTCT, ARVs), STIs, control
and prevention of malaria (impregnated bednets), prevention of childhood
morbidity and mortality (oral rehydration salts, water purification
kits, and micronutrient supplementation or fortification), treatment of
infectious diseases; supply of basic drugs and/or syringes; and
diagnostic services, among others.

**Social marketing**: is a method of encouraging people to adopt healthy
behaviors and access reproductive health and other health products and
services through media, public education, accessible pricing, and
placement at retail outlets through subsidized or commercial
distribution networks.

**LIST OF ACRONYMS**

AIDS Acquired Immunodeficiency Syndrome

ARI Acute Respiratory Infection

ARV Antiretroviral therapy

CA Cooperating Agency

CAPS Commercial and Private Sector

DCA Development Credit Authority

EHP Environmental Health Project

ENTERPRISE Family Planning Enterprise Project

FP Family Planning

GDA Global Development Alliance

GH USAID Bureau for Global Health

HIDN USAID Office of Health, Infectious Diseases

and Nutrition

HIV Human Immunodeficiency Virus

IQC Indefinite Quantity Contract

ITN Insecticide Treated Nets

MTCT Mother to Child Transmission

NGO Non Governmental Organization

OHA USAID Office of HIV/AIDS

ORS Oral Rehydration Salts

PHN Population, Health and Nutrition

PRH USAID GH Office of Population and

Reproductive Health

PSP Private Sector Program

PVO Private Voluntary Organization

RH Reproductive Health

SDI Service Delivery Improvement (Division)

SOW Scope of Work

TIPPS Technical Information on Population for the

Private Sector

TO1 Task Order One

USAID US Agency for International Development

VCT Voluntary Counseling and Testing

WHO World Health Organization

##  \[FOR THIS SOLICITATION, THERE ARE NO CLAUSES IN THIS SECTION\]

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#  SECTION D - PACKAGING AND MARKING

[]{#CL_SECTIOND_PH000002 .anchor}

# SECTION D - PACKAGING AND MARKING

##  D.1 AIDAR 752.7009 MARKING (JAN 1993)

\(a\) It is USAID policy that USAID-financed commodities and shipping
containers, and project construction sites and other project locations
be suitably marked with the USAID emblem. Shipping containers are also
to be marked with the last five digits of the USAID financing document
number. As a general rule, marking is not required for raw materials
shipped in bulk (such as coal, grain, etc.), or for semi-finished
products which are not packaged.

\(b\) Specific guidance on marking requirements should be obtained prior
to procurement of commodities to be shipped, and as early as possible
for project construction sites and other project locations. This
guidance will be provided through the cognizant technical office
indicated on the cover page of this contract, or by the Mission Director
in the Cooperating Country to which commodities are being shipped, or in
which the project site is located.

\(c\) Authority to waive marking requirements is vested with the
Regional Assistant Administrators, and with Mission Directors.

\(d\) A copy of any specific marking instructions or waivers from
marking requirements is to be sent to the Contracting Officer; the
original should be retained by the Contractor.

#  SECTION E - INSPECTION AND ACCEPTANCE

[]{#CL_SECTIONE_PH000002 .anchor}

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

[]{#CL_BRSECTE_PH000003 .anchor}

The following contract clauses pertinent to this section are hereby
incorporated by reference (by Citation Number, Title, and Date) in
accordance with the clause at FAR \"52.252-2 CLAUSES INCORPORATED BY
REFERENCE\" in Section I of this contract. See FAR 52.252-2 for an
internet address (if specified) for electronic access to the full text
of a clause.

NUMBER TITLE DATE

FEDERAL ACQUISITION REGULATION (48 CFR Chapter 1)

52.246-4 INSPECTION OF SERVICES\--FIXED-PRICE AUG 1996

##  E.2 INSPECTION AND ACCEPTANCE

[]{#CL_USAIDE100_PH000003 .anchor}

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

any other location where the services are performed and reports and
deliverables or outputs are produced or submitted. The CTO listed in
basic IQC(reports) has been delegated authority to inspect and accept
all services, reports and required deliverables or outputs. The CTO
listed in each task order has been delegated authority to inspect and
accept all services, reports and required deliverables or outputs.

#  SECTION F - DELIVERIES OR PERFORMANCE

[]{#CL_SECTIONF_PH000002 .anchor}

**[SECTION F - DELIVERIES OR PERFORMANCE]{.underline}**

## F.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

The following contract clauses pertinent to this section are hereby
incorporated by reference (by Citation Number, Title, and Date) in
accordance with the clause at FAR \"52.252-2 CLAUSES INCORPORATED BY
REFERENCE\" in Section I of this contract. See FAR 52.252-2 for an
internet address (if specified) for electronic access to the full text
of a clause.

NUMBER TITLE DATE

FEDERAL ACQUISITION REGULATION (48 CFR Chapter 1)

52.242-15 STOP-WORK ORDER AUG 1989

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

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

**F.2 KEY PERSONNEL**

Key Personnel for the basic IQC is as follows:

Project Director

Note: Key Personnel for task orders will be identified in each order.

**F.3** **PERIOD OF PERFORMANCE**

[]{#cl_brsectf_ph000003 .anchor}

The ordering period for this contract is five (5) years from the date of
award of the contract. Although task orders may be issued at any time
during this ordering period, two constraints apply to the period of
performance for task orders. First, the period of performance for a task
order may not go beyond three (3) years after the end of the ordering
period. Second, a TOCO may not award a task order for a period of
performance that goes more than five (5) years into the future at the
time the order is either awarded or extended by modification.

##  F.4 DELIVERY SCHEDULE

[]{#CL_DELVRHDR_PH000002 .anchor}

To be completed upon award.

##  F.5 PERFORMANCE STANDARDS

Evaluation of the Contractor\'s overall performance in accordance with
the performance standards set forth in Section C, Tangible Results and
Deliverables, will be conducted jointly by the CTO and the Contracting
Officer, and will form the basis of the Contractor\'s permanent
performance record with regard to this contract.

##  F.6 REPORTS AND DELIVERABLES OR OUTPUTS

[]{#CL_USAIDF120_PH000004 .anchor}

In addition to the requirements set forth for submission of reports in
Sections I and J and in the AIDAR clause 752.242-70, Periodic Progress
Reports, the Contractor will submit the following deliverables or
outputs to the CTO specified in Section G:

Reports for the basic IQC are a semi annual and annual report covering
key activities, results and financial information/pipeline.

Each task order will specify any reporting requirements and/or
deliverables.

[]{#CL_USAIDF170_PH000003 .anchor} **F.7 PROGRESS REPORTING
REQUIREMENTS**

Reporting requirements will be set forth in individual task orders.

##  F.8 SUBMISSION OF DEVELOPMENT EXPERIENCE DOCUMENTATION TO PPC/CDIE/DI

USAID contractors must submit one electronic and/or one hard copy of
development experience documentation (electronic copies are preferred)
to the Development Experience Clearinghouse at the following address.

> E-mail (the preferred means of submission):
>
> <docsubmit@dec.cdie.org>
>
>            
>
>      U.S. Postal Service:
>
> Development Experience Clearinghouse
>
> 8403 Colesville Road, Suite 210
>
> Silver Spring, MD 20910
>
>            
>
> Fax:
>
> \(301\) 588-7787

**F.9 ORDERING INSTRUCTIONS**

**1.0 [Fair Opportunity - General]{.underline}**

**1.1** All USAID Mission/Bureau Contracting Officers (includes Mission
Directors and Executive Officers) may issue task orders within their
delegated authorities to provide desired services within the scope of
Section C. \[The USAID/W Cognizant Technical Officer (CTO) must review
the prospective task order requirement or statement of work (SOW)
(optional: for task orders at or above \$\_\_\_\_(threshold)) and agree
that it complies with the SOW for the basic contract before the task
order CO may begin the fair opportunity process.\] **Task Order
Contracting Officers** **(TOCOs)** must negotiate and administer task
orders in accordance with the ordering procedures set forth herein. The
TOCO must provide each Contractor a fair opportunity to be considered
for each task order (also referred to as "order") exceeding \$2,500
issued under this contract unless one of the exceptions described in
paragraph 1.2, Fair Opportunity Exceptions, applies. All Contractors (or
all Contractors designated under a specific sector) must be contacted
and provided the opportunity to be considered before award of all task
orders. Although Contractors are not required to submit a proposal for
every task order request, all Contractors interested in providing
services under the task order must submit a proposal, inclusive of
price.

**1.2** **[Fair Opportunity Exceptions]{.underline}**

All Contractors will be given a fair opportunity to be considered for
task orders over \$2,500, unless the TOCO determines that one of the
following statutory exceptions applies:

a\. An urgent need exists, and seeking competition would result in
unacceptable delays,

b\. Only one Contractor is capable at the level of quality required
because the requirement is unique or highly specialized,

c\. The order must be issued on a sole source order basis in the
interest of economy and efficiency because it is a logical follow-on to
an order already issued under the contract, provided that all awardees
were given a fair opportunity to be considered for the original order.
For a follow-on task order that implements an activity designed under
another order under this contract, this exception may only be used if
the TOCO complied with the Organizational Conflicts of Interest
limitations in Contract Information Bulletin 99-17 "Organizational
Conflicts of Interest".

d\. To satisfy contract minimum award obligations, or

e\. Small business set aside. (USAID-specific authority in FY 2002
Appropriations, see AAPD-02-05, Exception for Small Businesses under
IQCs)

**1.3 [Classified Task Orders]{.underline}**

In accordance with Section H.XX of this contract, USAID may award a
classified task order under this contract. Because USAID participates in
the National Industrial Security Program (see FAR 4.4 and ADS 567), the
CTO and CO must follow the procedures in ADS 567, particularly the
requirement to include security specifications in the Statement of Work
for a contract or task order. Any contractor under this multiple-award
(insert sector name) IQC that has not been granted either an interim or
final Secret level facility clearance by the Defense Security Service
(DSS) may be determined to be ineligible to be considered for a
classified task order. If time permits, the CO may allow a contractor
without the requisite facility clearance to participate in the fair
opportunity procedures for a classified task order in anticipation of
DSS granting the clearance before the task order must actually be
awarded. However, doing so is on the condition that all parties
acknowledge and agree that if DSS does not grant an interim or final
facility clearance in time, the CO must award the classified task order
to the contractor that is selected through the fair opportunity
procedures AND has the requisite facility clearance.

**2.0 [Request for Task Order Proposal]{.underline}**

**2.1** Individual task orders shall clearly describe all services to be
performed or supplies to be delivered so the full cost or price for the
performance of the work can be established when the order is placed.
Orders shall be within the scope, issued within the period of
performance, and be within the maximum value of the contract. Only the
Contracting Officer for the basic contract may modify the basic contract
to change the scope, period, or maximum ceiling.

**2.2** Unless one of the Fair Opportunity Exceptions in section 1.2
applies, the terms of this contract require that whenever a task order
award is contemplated, all contractors will receive a request for a task
order proposal and that all task order proposals must include the
contractor\'s cost or price to perform the anticipated task order. The
TO proposal request must be in writing (via mail, e-mail, fax, or other,
as set out in the RFTOP) and include a description of the intended
services and the evaluation procedure, including the relative weighting
of cost/price and non-cost/price criteria. If the selection may be based
upon information obtained from other than the contractor's proposals,
the RFTOP must identify the other evaluation criteria. The evaluation
may be based solely on cost/price, but may also include one or more
technical factors such as corporate experience, personnel, or relevant
past performance (in other contracts as well as in earlier orders under
this contract, including quality, timeliness, cost control, and using
small business concerns, per AAPD 02-06). When making the final
selection, the TOCO should also consider the potential impact on other
orders placed with the contractor and the minimum ordering requirements
of the contract. Although contractors may elect not to submit a
proposal, when they do, they must comply with the page limitations for
proposals described in section 2.2.1 through 2.2.3; USAID will not
evaluate any pages that exceed these limits.

The following are the thresholds and corresponding procedures for
requesting proposals for task orders:

**2.2.1 For task orders estimated to be [equal to or less than
US\$100,000:]{.underline}** In accordance with the general procedures in
2.2 above, the **Task Order Cognizant Technical Officer** (TO CTO) will
request a task order proposal from each contractor after coordinating
the terms of the RFTOP with the TOCO. The TO CTO may not ask for more
than a two (2) page cost proposal, and if the TO CTO deems it necessary,
may also ask for a technical proposal of no more than three (3) pages
(page limit does not include resumes, graphs, or past performance
information). The TO CTO is not authorized to undertake discussions or
negotiations with the contractors. After applying the evaluation
criteria stated in the request, the TO CTO drafts a brief memorandum to
the TOCO recommending that the task order be awarded to the contractor
that most successfully addresses the evaluation criteria. The TOCO is
responsible for final selection, negotiation, and task order award.

**2.2.2**. **For task orders estimated to be [more than US\$100,000 and
equal to or less than US\$2,000,000]{.underline}**: In accordance with
the general procedures in 2.2 above, the TOCO will request a task order
proposal from each contractor. The TO CO may not ask for more than a two
(2) page cost proposal from each Contractor, and if the TO CO, with the
concurrence of the TO CTO, deems it necessary, may also ask for past
performance information, or for a technical proposal of no more than ten
pages (page limit does not include resumes, graphs, and past performance
information). Once the Contractor is selected, the TOCO may ask for a
more detailed proposal (technical or cost) if needed.

**2.2.3. For task orders estimated to be [more than
US\$2,000,000]{.underline}**: In accordance with the general procedures
in 2.2 above, the **TOCO** will request a task order proposal from each
contractor. The TOCO may use the simplified procedure in 2.2.2. above.
The TOCO has discretion to decide how much documentation above the
minimum set forth above is needed to assess the technical capability and
cost of each Contractor.

All Contractors interested in being considered for the task order must
submit a proposal in accordance with the TOCO's request for task order
proposal instructions. The information that the TOCO requests from each
Contractor must be the minimum needed.

[]{.mark}

[]{.mark}

**2.3** To obtain services or other deliverables that are within the
scope of this contract, the TOCO may issue orders using any of the
pricing types specified in the contract.

1.  Contractor(s) must respond to the RFP within the number of calendar
    days stated in the Request for Task Order Proposal.

> No separate payment will be made to the contractor for the cost to
> prepare, submit and/or negotiate a task order proposal.

**3.0 [Task Order Award]{.underline}**

The Contractor must not commence work until authorized by the TOCO.

**4.0 [Task Order Administration]{.underline}**

**4.1 [Task Order Extensions (Non-funded]{.underline}).** The TO CTO has
the authority to extend the Contractor's performance under the task
order beyond the estimated completion date set forth therein, provided
that

-   This approval is made in writing before the original estimated
    completion date set forth in the task order and clearly states that
    the extension is at no additional cost to the task order;

-   Performance must not extend beyond 60 calendar days from the
    original estimated completion date set forth in the task order; and

-   Performance must not extend beyond the end of the period of
    performance in Section F of the base IQC.

Prior to the original estimated completion date, the Contractor must
provide a copy of the Task Order Technical Officer\'s written approval
for any extension to the term of the task order to the TOCO; in
addition, the Contractor must attach another copy of the TO CTO\'s
approval for such continued performance under the task order to the
completion voucher submitted for payment.

**4.2 [Task Order Labor (US\--FDRs)]{.underline}.** The TO CTO has the
authority to adjust the number of days ordered within existing labor
categories in the task order as long as the total dollar value of labor
ordered is not exceeded. The TO CTO must provide this approval in
writing before the Contractor may make any adjustment. The Contractor
must request approval of the TOCO if revision of days ordered includes
the addition of a labor category not originally included in the task
order, or if total dollar value of labor would be exceeded.

**4.3 [Task Order Ceiling Prices (FDRs)]{.underline}.** The total task
order ceiling price includes a monetary subceiling for total labor
ordered and a separate monetary subceiling for all other costs The TO
CTO has the authority to approve revisions of costs within each
respective subceiling, provided such revision(s) are within the terms
and conditions of the task order and base IQC. The TO CTO does not have
the authority to approve revisions that exceed the respective
subceilings, move costs from one subceiling category to the other, or
increase the overall total estimated cost of the TO. TO CTO approvals
must be in writing and clearly state that the revision is at no
additional cost to the task order.

**5.0 [Right to Procure from Other Sources]{.underline}**

The Government, under the terms of this IQC, retains the right to
procure similar services from other sources during the period of this
contract.

**6.0 [Ombudsman]{.underline}**

If a Contractor believes its organization has not been fairly considered
for a particular task order, it may present the matter to the TOCO. If
the Contractor disagrees with the TOCO's explanation or decision, they
may request a review of the TOCO's decision from USAID's task-order and
delivery-order ombudsman. The ombudsman is responsible for reviewing
complaints from contractors, collecting facts from the CO relevant to
the complaint, and ensuring that all contractors are afforded a fair
opportunity to be considered under multiple award contracts. The
ombudsman does not have the authority to overturn award decisions or
adjudicate formal contract disputes.

The Ombudsman may be reached at the following address: U.S. Agency for
International Development, Attn: Jean Horton, M/OP, Room 7.10-75, 1300
Pennsylvania Ave., N.W. Washington, DC 20314. E-mail
<Ombudsman@usaid.gov>.

#  SECTION G - CONTRACT ADMINISTRATION DATA

[]{#CL_SECTIONG_PH000002 .anchor}

##  G.1 ADMINISTRATIVE CONTRACTING OFFICE

[]{#CL_USAIDG100_PH000003 .anchor}

The Administrative Contracting Office is:

USAID Office of Procurement

M/OP/GH/POP

7.09-094 RRB

1300 Pennsylvania Avenue, NW

Washington, DC 20523-7900

##  G.2 COGNIZANT TECHNICAL OFFICER (CTO)

[]{#CL_USAIDG110_PH000003 .anchor}

The Cognizant Technical Officer is or his or her designee at:

USAID - Bureau of Global Health

GH/PRH/SDI

1300 Pennsylvania Avenue, NW

Washington, DC 20523

Telephone: To be provided upon award

##  G.3 TECHNICAL DIRECTIONS/RELATIONSHIP WITH USAID

[]{#CL_USAIDG120_PH000003 .anchor}

\(a\) Technical Directions is defined to include:

\(1\) Written directions to the Contractor which fill in details,
suggest possible lines of inquiry, or otherwise facilitate completion of
work;

\(2\) Provision of written information to the Contractor which assists
in the interpretation of drawings, specifications, or technical portions
of the work statement;

\(3\) Review and, where required, provide written approval of technical
reports, drawings, specifications, or technical information to be
delivered. Technical directions must be in writing, and must be within
the scope of the work as detailed in Section C.

\(b\) The CTO is authorized by designation to take any or all action
with respect to the following which could lawfully be taken by the
Contracting Officer, except any action specifically prohibited by the
terms of this Contract:

\(1\) Assure that the Contractor performs the technical requirements of
the contract in accordance with the contract terms, conditions, and
specifications.

\(2\) Perform or cause to be performed, inspections necessary in
connection with a) above and require the Contractor to correct all
deficiencies; perform acceptance for the Government.

\(3\) Maintain all liaison and direct communications with the
Contractor. Written communications with the Contractor and documents
shall be signed as \"Cognizant Technical Officer\" with a copy furnished
to the Contracting Officer.

\(4\) Issue written interpretations of technical requirements of
Government drawings, designs, and specifications.

\(5\) Monitor the Contractor\'s production or performance progress and
notify the Contractor in writing of deficiencies observed during
surveillance, and direct appropriate action to effect correction. Record
and report to the Contracting Officer incidents of faulty or
nonconforming work, delays or problems.

\(6\) Obtain necessary security clearance and appropriate identification
if access to Government facilities is required. If to be provided,
ensure that Government furnished property is available when required.

LIMITATIONS: The CTO is not empowered to award, agree to, or sign any
contract (including delivery or purchase orders) or modifications
thereto, or in any way to obligate the payment of money by the
Government. The CTO may not take any action which may impact on the
contract schedule, funds, scope or rate of utilization of LOE. All
contractual agreements, commitments, or modifications which involve
prices, quantities, quality, schedules may made only by the Contracting
Officer.

\(c\) The CTO is required to meet quarterly/semi-annually/annually with
the Contractor and the Contracting Officer concerning performance of
items delivered under this contract and any other administration or
technical issues. Telephonic reports may be made if no problems are
being experienced. Problem areas should be brought to the immediate
attention of the Contracting Officer.

\(d\) In the absence of the designated CTO, the CTO may designate
someone to serve as CTO in their place. However, such action to direct
an individual to act in the CTO\'s stead must immediately be
communicated to the Contractor and the Contracting Officer.

\(e\) Contractual Problems - Contractual problems, of any nature, that
may arise during the life of the contract must be handled in conformance
with specific public laws and regulations (i.e. Federal Acquisition
Regulation and Agency for International Development Acquisition
Regulation). The Contractor and the CTO must bring all contracting
problems to the immediate attention of the Contracting Officer. Only the
Contracting Officer is authorized to formally resolve such problems. The
Contracting Officer will be responsible for resolving legal issues,
determining contract scope and interpreting contract terms and
conditions. The Contracting Officer is the sole authority authorized to
approve changes in any of the requirements under this contract.
Notwithstanding any clause contained elsewhere in this contract, the
said authority remains solely with the Contracting Officer. These
changes include, but will not be limited to the following areas: scope
of work, price, quantity, technical specifications, delivery schedules,
and contract terms and conditions. In the event the Contractor effects
any changes at the direction of any other person other than the
Contracting Officer, the change will be considered to have been made
without authority.

\(f\) Failure by the Contractor to report to the Administrative
Contracting Office, any action by the Government considered to a change,
within the specified number of days contained in FAR 52.243-7
(Notification of Changes), waives the Contractor\'s right to any claims
for equitable adjustments.

##  G.4 PAYING OFFICE

[]{#CL_USAIDG130_PH000003 .anchor}

The paying office for this contract will be designated in individual
task orders.

##  G.5 ACCOUNTING AND APPROPRIATION DATA

[]{#CL_USAIDG140_PH000003 .anchor}

Budget Fiscal:

Operating Unit:

Strategic Objective:

Team/Division:

Benefiting Geo Area:

Object Class:

Amount Obligated:

#  SECTION H - SPECIAL CONTRACT REQUIREMENTS

[]{#CL_SECTIONH_PH000002 .anchor}

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

[]{#CL_BRSECTH_PH000003 .anchor}

The following contract clauses pertinent to this section are hereby
incorporated by reference (by Citation Number, Title, and Date) in
accordance with the clause at FAR \"52.252-2 CLAUSES INCORPORATED BY
REFERENCE\" in Section I of this contract. See FAR 52.252-2 for an
internet address (if specified) for electronic access to the full text
of a clause.

NUMBER TITLE DATE

FEDERAL ACQUISITION REGULATION (48 CFR Chapter 1)

752.7027 PERSONNEL DEC 1990

##  H.2 AIDAR 752.7004 EMERGENCY LOCATOR INFORMATION (JUL 1997)

[]{#CL_7527004_PH000003 .anchor}

The Contractor agrees to provide the following information to the
Mission Administrative Officer on or before the arrival in the host
country of every contract employee or dependent:

\(1\) The individual\'s full name, home address, and telephone number.

\(2\) The name and number of the contract, and whether the individual is
an employee or dependent.

\(3\) The contractor\'s name, home office address, and telephone number,
including any after-hours emergency number(s), and the name of the
contractor\'s home office staff member having administrative
responsibility for the contract.

\(4\) The name, address, and telephone number(s) of each individual\'s
next of kin.

\(5\) Any special instructions pertaining to emergency situations such
as power of attorney designees or alternate contact persons.

##  H.3 INSURANCE AND SERVICES

[]{#CL_USAIDH100_PH000003 .anchor}

\(a\) Pursuant to AIDAR 752.228-3 Worker\'s Compensation Insurance
(Defense Base Act); USAID\'s DBA insurance carrier is:

Rutherfoord International, Inc.

5500 Cherokee Avenue, Suite 300

Alexandria, VA 22312

Points of Contact:

Sara Payne or Diane Proctor

\(703\) 354-1616

Hours of Operation are: 8 a.m. to 5 p.m. (EST)

Telefax: 703) 354-0370

E-Mail: www.rutherfoord.com

\(b\) Pursuant to AIDAR 752.228-70 Medical Evacuation (MEDEVAC)
Services, USAID\'s Medevac service provider is:

Medex Assistance Corporation

P.O. Box 5375

Timonium, MD 21094-5375

Telephone: (410) 453-6300 in Maryland;

or (800) 537-2029 (toll-free)

Telefax: (410) 453-6301

Applicants should request coverage in accordance with USAID Contract No.
HNE-Q-00-98-00106-00.

Medevac services costs are allowable as a direct cost.

##  H.4 AUTHORIZED GEOGRAPHIC CODE

[]{#CL_USAIDH110_PH000004 .anchor}

The authorized geographic code for procurement of goods and services
under this contract will be specified in individual task orders.

##  H.5 NONEXPENDABLE PROPERTY PURCHASES AND INFORMATION TECHNOLOGY RESOURCES

[]{#CL_USAIDH120_PH000003 .anchor}

Nonexpendable property purchases and information technology resources
will be identified in individual task orders.

##  H.6 LOGISTIC SUPPORT

[]{#CL_USAIDH130_PH000003 .anchor}

The Contractor will be responsible for furnishing all logistic support
in the United States and overseas.

##  H.7 LANGUAGE REQUIREMENTS

[]{#CL_USAIDH170_PH000004 .anchor}

Language requirements will be specified in individual task orders.

##  H.8 PERSONNEL COMPENSATION

[]{#CL_USAIDH180_PH000002 .anchor}

\(a\) Limitations:

\(1\) Salaries and wages may not exceed the Contractor\'s established
policy and practice, including the Contractor\'s established pay scale
for equivalent classifications of employees, which shall be certified to
by the Contractor. Nor may any individual salary or wage, without
approval of the Cognizant Contracting Officer, exceed the employee\'s
current salary or wage, or the highest rate of annual salary or wage
received during any full year of the immediately preceding three (3)
years.

\(2\) In addition, there is a ceiling on the reimbursable base salary or
wage paid to personnel under the contract equivalent to the maximum
annual salary rate of the USAID \"ES-6\" (or the equivalent to the
maximum ES-6 salary, if compensation is not calculated on an annual
basis), as amended from time to time, unless the Contracting Officer
approves a higher amount in accordance with the Agency policy and
procedures in ADS 302 \"USAID Direct Contracting.\"

\(b\) Salaries During Travel

Salaries and wages paid while in travel status will not be reimbursed
for a travel period greater than the time required for travel by the
most direct and expeditious air route.

\(c\) Return of Overseas Employees

Salaries and wages paid to an employee serving overseas who is
discharged by the Contractor for misconduct, inexcusable non-
performance, or security reasons will in no event be reimbursed for a
period which extends beyond the time required to return him promptly to
his point of origin by the most direct and expeditious air route.

\(d\) Annual Salary Increases

One annual salary increase not more than \[to be completed upon award\]
(COLA, %, or Company Policy) (includes promotional increase) may be
granted after the employee\'s completion of each twelve month period of
satisfactory services under the contract. Annual salary increases of any
kind exceeding these limitations or exceeding the maximum salary of ES-6
may be granted only with the advance written approval of the Contracting
Officer.

\(e\) Consultants

No compensation for consultants will be reimbursed unless their use
under the contract has advance written approval of the Contracting
Officer; and if such provision has been made or approval given,
compensation shall not exceed: 1) the highest rate of annual
compensation received by the consultant during any full year of the
immediately preceding three years or 2) the maximum daily salary rate of
ES-6, whichever is less.

\(f\) Initial Salaries

The initial starting salaries of all employees whose salaries are
charged as a direct cost to this contract must be approved, in advance
and in writing, by the Contracting Officer. (any initial starting
salaries included in the contractor\'s best and final and accepted
during negotiations, are deemed approved upon contract execution).

Note: The Contractor must retain any approvals issued pursuant to
sections (a) through (f) above for audit purposes. Approvals issued
pursuant to the above must be within the terms of this contract, and
shall not serve to increase the total estimated cost or the obligated
amount of this contract, whichever is less (see Part I, Section B.3 of
this contract).

\(g\) Work Week

\(l\) Nonoverseas Employees.

The length of the contractor\'s U.S., non-overseas employees workday
will be in accordance with the contractor\'s established policies and
practices and will not be less than 8 hours per day and 40 hours per
week.

\(2\) Overseas Employee

The work week for the Contractor\'s overseas employees will not be less
than 40 hours and will be scheduled to coincide with the work week for
those employees of the USAID Mission and the Cooperating Country
associated with the work of this contract.

\(h\) Definitions

As used in this contract, the terms \"salaries\" and \"wages\" mean the
periodic remuneration received for professional or technical personal
services rendered. Unless the contract states otherwise, these terms do
not include any other elements of personal compensation described in the
cost principle in FAR 31.205-6 \"Compensation for Personal Services,\"
such as (but not limited to) the differentials or allowances defined in
the clause of this contract entitled \"Differentials and Allowances\"
(AIDAR 752.7028). The term \"compensation\" is defined in FAR
31.205-6(a) and includes fees and honoraria related to the personal
services provided under this contract, but excludes earnings from
sources other than the individual\'s professional or technical work,
overhead, or other charges.

(END-OF-CLAUSE)

##  H.9 SUBCONTRACTING PLAN AND THE SF 294 - SUBCONTRACTING REPORT FOR INDIVIDUAL CONTRACTS AND SF 295 - SUMMARY CONTRACTING REPORT

[]{#CL_USAIDH190_PH000003 .anchor}

The Contractor\'s subcontracting plan dated is hereby incorporated as a
material part of this contract.

In accordance with FAR 52.219-9, SF 294 and SF 295 should be forwarded
to the following address:

U.S. Agency for International Development

Office of Small and Disadvantaged Business

Utilization

Room 7.08 RRB

Washington, D.C. 20523

#  H.10 - SPECIAL CONTRACT REQUIREMENTS

[]{#CL_SECTION_HDR_PH000003 .anchor}

SECURITY CLEARANCE

\(a\) Task orders under this contract may involve classified performance
in accordance with ADS Chapter 567 \"Classified Contract Security and
Contractor Personnel Security Program\" and FAR Subpart 4.4
\"Safeguarding Classified Information Within Industry\". Consequently,
this contract incorporates the minimum provisions needed to comply with
the National Industrial Security Program (NISP) and ADS 567, as
summarized in paragraphs (b) through (g) below. Before initiating the
Fair Opportunity procedures in Section F of this contract for any
classified task order, the requiring office for the task order must
complete a DD 254, have it cleared by the Office of Security (SEC), and
include it with the Statement of Work for the classified task order. A
blank copy of the DD 254 is attached in Section J. Questions pertaining
to the DD 254 are to be directed to the Office of Security.

\(b\) In order to be considered for a classified task order, the
contractor must obtain and maintain a \"Facility Clearance\" at the
\"Secret\" level. In accepting the award of this contract, the
contractor acknowledges that it waives any right to be considered or to
participate in the \"fair opportunity to be considered\" procedures in
Section F of this contract for any classified task order if the
contractor fails to obtain and maintain a Secret level facility
clearance. Even though the basic contract is not classified, the
contractor may request a Secret level facility clearance at any time
after the contract is awarded in order to be eligible for consideration
for a classified task order. The CTO from the office sponsoring the IQC
is responsible for coordinating with SEC in taking any actions ADS 567
requires to request the facility clearance from the Defense Security
Service (DSS). The TO CTO is responsible for managing the clearance
requirements for any classified task orders.

At the time of award, the contractor does \[ \] does not \[ \] have a
Secret level facilities clearance.

The TOCO is responsible for incorporating the completed and cleared DD
254 into a classified task order.

\(c\) If DSS grants an interim clearance but then subsequently revokes
the interim clearance after contract award and denies a final clearance,
the contract may be terminated, depending on the reasons DSS denied the
clearance. If the contract is not terminated, the contractor is
prohibited from being considered for or being issued any future
classified task orders, in accordance with the acknowledgement in (b)
above.

\(d\) Employees of the Contractor working under this contract or under a
task order issued against this contract and requiring access to
classified national security information and/or to areas under the
control of USAID deemed \"Restricted\" by USAID\'s Office of Security
must have been subject to an appropriate level background investigation
by the Defense Security Service (DSS). DSS must issue either an
\"Interim\" or \"Final\" security clearance for each such employee
before USAID will grant him or her unescorted access to USAID\'s
restricted spaces(s) or permit him or her access to classified national
security information. If DSS issues an interim clearance but
subsequently denies a final clearance for an employee of a cleared
contractor, the contractor must immediately remove the employee from
USAID-restricted space and prevent him or her from having access to or
handling classified or administratively controlled materials. The
contractor is responsible for providing properly cleared personnel to
work on the contract and for ensuring that performance is not
jeopardized.

\(e\) The contractor\'s Facility Security Officer (FSO) must forward a
valid \"Visit Request\" identifying their representatives/employees and
the required security clearance information to the USAID Office of
Security, 1300 Pennsylvania Ave., N.W., Washington, D.C. 20523-8800.

\(f\) In the event the contractor subcontracts any work to be performed
under a classified task order, the contractor is responsible for issuing
the security guidance provided by USAID to any subcontractor and
ensuring that subcontractors comply with security requirements of the
prime contract/task order.

\(g\) The Office of Security will issue RRB facility passes to
individual contractor representatives/employees upon receipt of the
\"Visit Request\". The contractor must ensure that any passes issued are
returned upon termination of employment or completion of the contract,
whichever occurs first.\"

##  H.11 EXECUTIVE ORDER ON TERRORISM FINANCING

[]{#CL_USAIDH270_PH000002 .anchor}

The Contractor/Recipient is reminded that U.S. Executive Orders and U.S.
law prohibits transactions with, and the provision of resources and
support to, individuals and organizations associated with terrorism. It
is the legal responsibility of the contractor/recipient to ensure
compliance with these Executive Orders and laws. This provision must be
included in all subcontracts/subawards issued under this
contract/agreement.

**H.12 OCI CLAUSES**

Task orders under this contract may call for the Contractor to furnish
important services in support of the design of specific activities. In
accordance with the principles of FAR Subpart 9.5 and USAID policy, THE
CONTRACTOR SHALL BE INELIGIBLE TO FURNISH, AS A PRIME OR SUBCOTRACTOR OR
OTHERWISE, THE IMPLEMENTATION SERVICES EXCEPT FOR SUCH SERVICES THAT MAY
BE FURNISHED UNDER THIS CONTRACT, unless the Head of the Contracting
Activity, in consultation with USAID's Competition Advocate, authorizes
a waiver (in accordance FAR 9.503) determining that preclusion of the
Contractor from the implementation contract would not be in the
Government's interest. When a task order includes a work requirement
that will preclude the contractor from furnishing implementation
services, a clause stating the preclusion will be included in the task
order.

Task Orders under this contract may call for the Contractor to furnish
important services in support of evaluation of contractors or of
specific activities. In accordance with the principles of FAR Subpart
9.5 and USAID policy, THE CONTRACTOR SHALL BE INELIGIBLE TO FURNISH, AS
A PRIME OR SUBCONTRACTOR OR OTHERWISE, IMPLEMENTATION SERVICES UNDER ANY
CONTRACT OR TASK ORDER THAT RESULTS IN RESPONSE TO FINDINGS, PROPOSALS,
OR RECOMMENDATIONS IN AN EVALUATION REPORT WRITTEN BY THE CONTRACTOR.
THIS PRECLUSION WILL APPLY TO ANY SUCH AWARDS MADE WITHIN 18 MONTHS OF
USAID ACCEPTING THE REPORT, unless the Head of the Contracting Activity,
in consultation with USAID's Competition Advocate, authorizes a waiver
(in accordance FAR 9.503) determining that preclusion of the Contractor
from the implementation work would not be in the Government's interest.

In addition, BY ACCEPTING THIS CONTRACT, THE CONTRACTOR AGREES THAT IT
WILL NOT USE OR MAKE AVAILABLE ANY INFORMATION OBTAINED ABOUT ANOTHER
ORGANIZATION UNDER THE CONTRACT IN THE PREPARATION OF PROPOSALS OR OTHER
DOCUMENTS IN RESPONSE TOA NY SOLICITATION FOR A CONTRACT OR TASK ORDER.

If the contractor gains access to proprietary information of other
company(ies) in performing this evaluation, the contractor must agree
with the other company (ies) to protect their information from
unauthorized use or disclosure for as long as it remains proprietary,
and must refrain from using the information for any purpose other than
that for which it was furnished. THE CONTRACTOR MUST PROVIDE A PROPERLY
EXECUTED COPY OF ALL SUCH AGREEMENTS TO THE CONTRACTING OFFICER.

**H.13 SECTION 508 COMPLIANCE**

Compliance with Section 508 of the Rehabilitation Act of 1973, as
Amended

(a) The Contractor must provide a comprehensive list of all offered
    specific electronic and information technology (EIT) products
    (supplies and services) that fully comply with Section 508 of the
    rehabilitation Act of 1973, per the 1998 Amendments, and the
    Architectural and Transportation Barriers Compliance Board's
    Electronic and Information Technology Accessibility Standards at 36
    CFR Part 1194. The Contractor must clearly indicate where this list
    with full details of compliance can be found (e.g., vendors or other
    exact web page location). The contractor must ensure that the list
    is easily accessible by typical users beginning five calendar days
    after award. The contractor must maintain this detailed listing of
    compliant products for the full contract term, including all forms
    of extensions, and must ensure that it is current within three
    calendar days of changes to its product line.

(b) For every EIT product accepted under this contract by the Government
    that does not comply with 36 CFR Part 1194, the contractor shall, at
    the discretion of the Government, make every effort to replace or
    upgrade it with a complaint equivalent product or service, if
    commercially available and cost neutral, on either the planned
    refresh cycle of the product or service, or on the contract renewal
    date, whichever shall come first.

#  PART II - CONTRACT CLAUSES

[]{#CL_SECTIONI_PH000003 .anchor}

#  SECTION I - CONTRACT CLAUSES

[]{#CL_SECTIONI_PH000005 .anchor}

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

[]{#CL_BRSECTI_PH000003 .anchor}

The following contract clauses pertinent to this section are hereby
incorporated by reference (by Citation Number, Title, and Date) in
accordance with the clause at FAR \"52.252-2 CLAUSES INCORPORATED BY
REFERENCE\" in Section I of this contract. See FAR 52.252-2 for an
internet address (if specified) for electronic access to the full text
of a clause.

NUMBER TITLE DATE

FEDERAL ACQUISITION REGULATION (48 CFR Chapter 1)

52.202-1 DEFINITIONS DEC 2001

52.203-3 GRATUITIES APR 1984

52.203-5 COVENANT AGAINST CONTINGENT FEES APR 1984

52.203-6 RESTRICTIONS ON SUBCONTRACTOR SALES TO JUL 1995

THE GOVERNMENT

52.203-7 ANTI-KICKBACK PROCEDURES JUL 1995

52.203-8 CANCELLATION, RESCISSION, AND RECOVERY JAN 1997

OF FUNDS FOR ILLEGAL OR IMPROPER

ACTIVITY

52.203-10 PRICE OR FEE ADJUSTMENT FOR ILLEGAL OR JAN 1997

IMPROPER ACTIVITY

52.203-12 LIMITATION ON PAYMENTS TO INFLUENCE JUN 1997

CERTAIN FEDERAL TRANSACTIONS

52.204-4 PRINTED OR COPIED DOUBLE-SIDED AUG 2000

ON RECYCLED PAPER

52.209-6 PROTECTING THE GOVERNMENT\'S INTEREST JUL 1995

WHEN SUBCONTRACTING WITH CONTRACTORS

DEBARRED, SUSPENDED, OR PROPOSED FOR

DEBARMENT

52.215-2 AUDIT AND RECORDS---NEGOTIATION JUN 1999

52.215-8 ORDER OF PRECEDENCE\--UNIFORM CONTRACT OCT 1997

FORMAT

52.215-14 INTEGRITY OF UNIT PRICES OCT 1997

52.219-4 NOTICE OF PRICE EVALUATION PREFERENCE JAN 1999

FOR HUBZONE SMALL BUSINESS CONCERNS

(JAN 1999)

52.219-8 UTILIZATION OF SMALL BUSINESS CONCERNS OCT 2000

52.219-9 SMALL BUSINESS SUBCONTRACTING PLAN JAN 2002

ALTERNATE II (OCT 2001)

52.219-16 LIQUIDATED DAMAGES-SMALL BUSINESS JAN 1999

SUBCONTRACTING PLAN

52.222-3 CONVICT LABOR AUG 1996

52.222-21 PROHIBITION OF SEGREGATED FACILITIES FEB 1999

52.222-26 EQUAL OPPORTUNITY APR 2002

52.222-29 NOTIFICATION OF VISA DENIAL FEB 1999

52.222-38 COMPLIANCE WITH VETERANS\' EMPLOYMENT DEC 2001

REPORTING REQUIREMENTS

52.223-6 DRUG-FREE WORKPLACE MAY 2001

52.225-13 RESTRICTIONS ON CERTAIN FOREIGN JUL 2000

PURCHASES

52.227-2 NOTICE AND ASSISTANCE REGARDING PATENT AUG 1996

AND COPYRIGHT INFRINGEMENT

52.232-1 PAYMENTS APR 1984

52.232-8 DISCOUNTS FOR PROMPT PAYMENT FEB 2002

52.232-11 EXTRAS APR 1984

52.232-17 INTEREST JUN 1996

52.232-23 ASSIGNMENT OF CLAIMS JAN 1986

52.233-1 DISPUTES JUL 2002

52.233-3 PROTEST AFTER AWARD AUG 1996

52.237-8 RESTRICTION ON SEVERANCE PAYMENTS TO OCT 1995

FOREIGN NATIONALS

52.237-9 WAIVER OF LIMITATION ON SEVERANCE OCT 1995

PAYMENTS TO FOREIGN NATIONALS

52.242-13 BANKRUPTCY JUL 1995

52.243-1 CHANGES\--FIXED PRICE AUG 1987

ALTERNATE I (APR 1994)

52.244-5 COMPETITION IN SUBCONTRACTING DEC 1996

52.244-6 SUBCONTRACTS FOR COMMERCIAL ITEMS APR 2003

52.246-23 LIMITATION OF LIABILITY FEB 1997

52.246-25 LIMITATION OF LIABILITY---SERVICES FEB 1997

52.248-1 VALUE ENGINEERING FEB 2000

52.249-2 TERMINATION FOR CONVENIENCE OF THE SEP 1996

GOVERNMENT (FIXED-PRICE)

52.249-8 DEFAULT (FIXED-PRICE SUPPLY AND SERVICES)APR 1984

52.253-1 COMPUTER GENERATED FORMS JAN 1991

752.202-1 DEFINITIONS

752.211-70 LANGUAGE AND MEASUREMENT JUN 1992

752.226-2 SUBCONTRACTING WITH DISADVANTAGED APR 1997

ENTERPRISE

752.226-3 LIMITATIONS ON SUBCONTRACTING JUN 1993

752.228-70 MEDICAL EVACUATION (MEDVAC) SERVICES MAR 1993

752.242-70 PERIODIC PROGRESS REPORTS JUL 1998

752.7006 NOTICES APR 1984

752.7008 USE OF GOVERNMENT FACILITIES OR APR 1984

PERSONNEL

752.7010 CONVERSION OF U.S. DOLLARS TO LOCAL APR 1984

CURRENCY

752.7013 CONTRACTOR-MISSION RELATIONSHIPS OCT 1989

752.7015 USE OF POUCH FACILITIES JUL 1997

752.7025 APPROVALS APR 1984

752.7029 POST PRIVILEGES JUL 1993

752.7033 PHYSICAL FITNESS JUL 1997

752.7035 PUBLIC NOTICES DEC 1991

##  I.2 52.216-18 ORDERING (OCT 1995)

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\(a\) Any supplies and services to be furnished under this contract will
be ordered by issuance of delivery orders or task orders by the
individuals or activities designated in the Schedule. Such orders may be
issued from through (complete upon award).

\(b\) All delivery orders or task orders are subject to the terms and
conditions of this contract. In the event of conflict between a delivery
order or task order and this contract, the contract will control.

\(c\) If mailed, a delivery order or task order is considered \"issued\"
when the Government deposits the order in the mail. Orders may be issued
orally, by facsimile, or by electronic commerce methods only if
authorized in the Schedule.

##  I.3 52.216-19 ORDER LIMITATIONS (OCT 1995)

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\(a\) Minimum order. When the Government requires supplies or services
covered by this contract in an amount of less than \$25,000, the
Government is not obligated to purchase, nor is the Contractor obligated
to furnish, those supplies or services under the contract.

\(b\) Maximum order. The Contractor is not obligated to honor\--

\(1\) Any order for a single item in excess of \$5,000,000;

\(2\) Any order for a combination of items in excess of \$25,000,000;

\(3\) A series of orders from the same ordering office within days that
together call for quantities exceeding the limitation in subparagraph
(b)(1) or (2) above.

\(c\) If this is a requirements contract (i.e., includes the
Requirements clause at subsection 52.216-21 of the Federal Acquisition
Regulation (FAR)), the Government is not required to order a part of any
one requirement from the Contractor if that requirement exceeds the
maximum-order limitations in paragraph (b) above.

\(d\) Notwithstanding paragraphs (b) and (c) above, the Contractor must
honor any order exceeding the maximum order limitations in paragraph
(b), unless that order (or orders) is returned to the ordering office
within three days after issuance, with written notice stating the
Contractor\'s intent not to ship the item (or items) called for and the
reasons. Upon receiving this notice, the Government may acquire the
supplies or services from another source.

##  I.4 52.216-22 INDEFINITE QUANTITY (OCT 1995)

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\(a\) This is an indefinite-quantity contract for the supplies or
services specified, and effective for the period stated, in the
Schedule. The quantities of supplies and services specified in the
Schedule are estimates only and are not purchased by this contract.

\(b\) Delivery or performance will be made only as authorized by orders
issued in accordance with the Ordering clause. The Contractor will
furnish to the Government, when and if ordered, the supplies or services
specified in the Schedule up to and including the quantity designated in
the Schedule as the \"maximum.\" The Government will order at least the
quantity of supplies or services designated in the Schedule as the
\"minimum.\"

\(c\) Except for any limitations on quantities in the Order Limitations
clause or in the Schedule, there is no limit on the number of orders
that may be issued. The Government may issue orders requiring delivery
to multiple destinations or performance at multiple locations.

\(d\) Any order issued during the effective period of this contract and
not completed within that period must be completed by the Contractor
within the time specified in the order. The contract will govern the
Contractor\'s and Government\'s rights and obligations with respect to
that order to the same extent as if the order were completed during the
contract\'s effective period; provided, that the Contractor will not be
required to make any deliveries under this contract after .

[]{#CL_5223219 .anchor}

**I.5 52.232-25 PROMPT PAYMENT (FEB 2002)**

Notwithstanding any other payment clause in this contract, the
Government will make invoice payments under the terms and conditions
specified in this clause. The Government considers payment as being made
on the day a check is dated or the date of an electronic funds transfer
(EFT). Definitions of pertinent terms are set forth in sections 2.101,
32.001, and 32.902 of the Federal Acquisition Regulation. All days
referred to in this clause are calendar days, unless otherwise
specified. (However, see paragraph (a)(4) of this clause concerning
payments due on Saturdays, Sundays, and legal holidays.)

\(a\) Invoice payments\--

\(1\) Due date.

\(i\) Except as indicated in paragraphs (a)(2) and (c) of this clause,
the due date for making invoice payments by the designated payment
office is the later of the following two events:

\(A\) The 30th day after the designated billing office receives a proper
invoice from the Contractor (except as provided in paragraph (a)(1)(ii)
of this clause).

\(B\) The 30th day after Government acceptance of supplies delivered or
services performed. For a final invoice, when the payment amount is
subject to contract settlement actions, acceptance is deemed to occur on
the effective date of the contract settlement.

\(ii\) If the designated billing office fails to annotate the invoice
with the actual date of receipt at the time of receipt, the invoice
payment due date is the 30th day after the date of the Contractor\'s
invoice, provided the designated billing office receives a proper
invoice and there is no disagreement over quantity, quality, or
Contractor compliance with contract requirements.

\(2\) Certain food products and other payments.

\(i\) Due dates on Contractor invoices for meat, meat food products , or
fish; perishable agricultural commodities; and dairy products, edible
fats or oils, and food products prepared from edible fats or oils are\--

\(A\) For meat or meat food products, as defined in section 2(a)(3) of
the Packers and Stockyard Act of 1921 (7 U.S.C. 182(3)), and as further
defined in Pub. L. 98-181, including any edible fresh or frozen poultry
meat, any perishable poultry meat food product, fresh eggs, and any
perishable egg product, as close as possible to, but not later than, the
7th day after product delivery.

\(B\) For fresh or frozen fish, as defined in section 204(3) of the Fish
and Seafood Promotion Act of 1986 (16 U.S.C. 4003(3)), as close as
possible to, but not later than, the 7th day after product delivery.

\(C\) For perishable agricultural commodities, as defined in section
1(4) of the Perishable Agricultural Commodities Act of 1930 (7 U.S.C.
499a(4)), as close as possible to, but not later than, the 10th day
after product delivery, unless another date is specified in the
contract.

\(D\) For dairy products, as defined in section 111(e) of the Dairy
Production Stabilization Act of 1983 (7 U.S.C. 4502(e)), edible fats or
oils, and food products prepared from edible fats or oils, as close as
possible to, but not later than, the 10th day after the date on which a
proper invoice has been received. Liquid milk, cheese, certain processed
cheese products, butter, yogurt, ice cream, mayonnaise, salad dressings,
and other similar products, fall within this classification. Nothing in
the Act limits this classification to refrigerated products. When
questions arise regarding the proper classification of a specific
product, prevailing industry practices will be followed in specifying a
contract payment due date. The burden of proof that a classification of
a specific product is, in fact, prevailing industry practice is upon the
Contractor making the representation.

\(ii\) If the contract does not require submission of an invoice for
payment (e.g., periodic lease payments), the due date will be as
specified in the contract.

\(3\) Contractor\'s invoice. The Contractor will prepare and submit
invoices to the designated billing office specified in the contract. A
proper invoice must include the items listed in paragraphs (a)(3)(i)
through (a)(3)(x) of this clause. If the invoice does not comply with
these requirements, the designated billing office will return it within
7 days after receipt (3 days for meat, meat food products, or fish; 5
days for perishable agricultural commodities, dairy products, edible
fats or oils, and food products prepared from edible fats or oils), with
the reasons why it is not a proper invoice. The Government will take
into account untimely notification when computing any interest penalty
owed the Contractor.

\(i\) Name and address of the Contractor.

\(ii\) Invoice date and invoice number. (The Contractor should date
invoices as close as possible to the date of the mailing or
transmission.)

\(iii\) Contract number or other authorization for supplies delivered or
services performed (including order number and contract line item
number).

\(iv\) Description, quantity, unit of measure, unit price, and extended
price of supplies delivered or services performed.

\(v\) Shipping and payment terms (e.g., shipment number and date of
shipment, discount for prompt payment terms). Bill of lading number and
weight of shipment will be shown for shipments on Government bills of
lading.

\(vi\) Name and address of Contractor official to whom payment is to be
sent (must be the same as that in the contract or in a proper notice of
assignment).

\(vii\) Name (where practicable), title, phone number, and mailing
address of person to notify in the event of a defective invoice.

\(viii\) Taxpayer Identification Number (TIN). The Contractor shall
include its TIN on the invoice only if required elsewhere in this
contract.

\(ix\) Electronic funds transfer (EFT) banking information.

\(A\) The Contractor will include EFT banking information on the invoice
only if required elsewhere in this contract.

\(B\) If EFT banking information is not required to be on the invoice,
in order for the invoice to be a proper invoice, the Contractor shall
have submitted correct EFT banking information in accordance with the
applicable solicitation provision (e.g., 52.232- 38, Submission of
Electronic Funds Transfer Information with Offer), contract clause
(e.g., 52.232-33, Payment by Electronic Funds Transfer\--Central
Contractor Registration, or 52.232-34, Payment by Electronic Funds
Transfer\--Other Than Central Contractor Registration), or applicable
agency procedures.

\(C\) EFT banking information is not required if the Government waived
the requirement to pay by EFT.

\(x\) Any other information or documentation required by the contract
(e.g., evidence of shipment).

\(4\) Interest penalty. The designated payment office will pay an
interest penalty automatically, without request from the Contractor, if
payment is not made by the due date and the conditions listed in
paragraphs (a)(4)(i) through (a)(4)(iii) of this clause are met, if
applicable. However, when the due date falls on a Saturday, Sunday, or
legal holiday, the designated payment office may make payment on the
following working day without incurring a late payment interest penalty.

\(i\) The designated billing office received a proper invoice.

\(ii\) The Government processed a receiving report or other Government
documentation authorizing payment, and there was no disagreement over
quantity, quality, or Contractor compliance with any contract term or
condition.

\(iii\) In the case of a final invoice for any balance of funds due the
Contractor for supplies delivered or services performed, the amount was
not subject to further contract settlement actions between the
Government and the Contractor.

\(5\) Computing penalty amount. The Government will compute the interest
penalty in accordance with the Office of Management and Budget prompt
payment regulations at 5 CFR part 1315.

\(i\) For the sole purpose of computing an interest penalty that might
be due the Contractor, Government acceptance is deemed to occur
constructively on the 7th day (unless otherwise specified in this
contract) after the Contractor delivers the supplies or performs the
services in accordance with the terms and conditions of the contract,
unless there is a disagreement over quantity, quality, or Contractor
compliance with a contract provision. If actual acceptance occurs within
the constructive acceptance period, the Government will base the
determination of an interest penalty on the actual date of acceptance.
The constructive acceptance requirement does not, however, compel
Government officials to accept supplies or services, perform contract
administration functions, or make payment prior to fulfilling their
responsibilities.

\(ii\) The prompt payment regulations at 5 CFR 1315.10(c) do not require
the Government to pay interest penalties if payment delays are due to
disagreement between the Government and the Contractor over the payment
amount or other issues involving contract compliance, or on amounts
temporarily withheld or retained in accordance with the terms of the
contract. The Government and the Contractor will resolve claims
involving disputes and any interest that may be payable in accordance
with the clause at FAR 52.233-1, Disputes.

\(6\) Discounts for prompt payment. The designated payment office will
pay an interest penalty automatically, without request from the
Contractor, if the Government takes a discount for prompt payment
improperly. The Government will calculate the interest penalty in
accordance with the prompt payment regulations at 5 CFR part 1315.

\(7\) Additional interest penalty.

\(i\) The designated payment office will pay a penalty amount,
calculated in accordance with the prompt payment regulations at 5 CFR
part 1315 in addition to the interest penalty amount only if\--

\(A\) The Government owes an interest penalty of \$1 or more;

\(B\) The designated payment office does not pay the interest penalty
within 10 days after the date the invoice amount is paid; and

\(C\) The Contractor makes a written demand to the designated payment
office for additional penalty payment, in accordance with paragraph
(a)(7)(ii) of this clause, postmarked not later than 40 days after the
invoice amount is paid.

(ii)(A) The Contractor will support written demands for additional
penalty payments with the following data. The Government will not
request any additional data. The Contractor shall\--

\(1\) Specifically assert that late payment interest is due under a
specific invoice, and request payment of all overdue late payment
interest penalty and such additional penalty as may be required;

\(2\) Attach a copy of the invoice on which the unpaid late payment
interest is due; and

\(3\) State that payment of the principal has been received, including
the date of receipt.

\(B\) If there is no postmark or the postmark is illegible\--

\(1\) The designated payment office that receives the demand will
annotate it with the date of receipt, provided the demand is received on
or before the 40th day after payment was made; or

\(2\) If the designated payment office fails to make the required
annotation, the Government will determine the demand\'s validity based
on the date the Contractor has placed on the demand, provided such date
is no later than the 40th day after payment was made.

\(iii\) The additional penalty does not apply to payments regulated by
other Government regulations (e.g., payments under utility contracts
subject to tariffs and regulation).

\(b\) Contract financing payment. If this contract provides for contract
financing, the Government will make contract financing payments in
accordance with the applicable contract financing clause.

\(c\) Fast payment procedure due dates. If this contract contains the
clause at 52.213-1, Fast Payment Procedure, payments will be made within
15 days after the date of receipt of the invoice.

\(d\) Overpayments. If the Contractor becomes aware of a duplicate
payment or that the Government has otherwise overpaid on an invoice
payment, the Contractor shall immediately notify the Contracting Officer
and request instructions for disposition of the overpayment.

##  I.6 52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

[]{#CL_522522_PH000003 .anchor}

This contract incorporates one or more clauses by reference, with the
same force and effect as if they were given in full text. Upon request,
the Contracting Officer will make their full text available. Also, the
full text of a clause may be accessed electronically at this/these
address(es):

http://arnet.gov/far/

##  I.7 AIDAR 752.219-8 UTILIZATION OF SMALL BUSINESS CONCERNS AND SMALL DISADVANTAGED BUSINESS CONCERNS

[]{#CL_7522198_PH000003 .anchor}

\(a\) It is the policy of the United States that small business
concerns, HUBZone small business concerns, small business concerns owned
and controlled by socially and economically disadvantaged individuals,
and small business concerns owned and controlled by women will have the
maximum practicable opportunity to participate in performing contracts
let by any Federal agency, including contracts and subcontracts for
subsystems, assemblies, components, and related services for major
systems. It is further the policy of the United States that its prime
contractors establish procedures to ensure the timely payment of amounts
due pursuant to the terms of their subcontracts with small business
concerns, HUBZone small business concerns, small business concerns owned
and controlled by socially and economically disadvantaged individuals,
and small business concerns owned and controlled by women.

\(b\) The Contractor hereby agrees to carry out this policy in the
awarding of subcontracts to the fullest extent consistent with efficient
contract performance. The Contractor further agrees to cooperate in any
studies or surveys as may be conducted by the United States Small
Business Administration or the awarding agency of the United States as
may be necessary to determine the extent of the Contractor\'s compliance
with this clause.

\(c\) Definitions. As used in this contract

\(1\) Small business concern means a small business as defined pursuant
to section 3 of the Small Business Act and relevant regulations
promulgated pursuant thereto.

\(2\) HUBZone small business concern means a small business concern that
appears on the List of Qualified HUBZone Small Business Concerns
maintained by the Small Business Administration.

\(3\) Small business concern owned and controlled by socially and
economically disadvantaged individuals and small disadvantaged business
concern mean a small business concern that represents, as part of its
offer that\--

\(i\) It has received certification as a small disadvantaged business
concern consistent with 13 CFR 124, Subpart B;

\(ii\) No material change in disadvantaged ownership and control has
occurred since its certification;

\(iii\) Where the concern is owned by one or more individuals, the net
worth of each individual upon whom the certification is based does not
exceed \$750,000 after taking into account the applicable exclusions set
forth at 13 CFR 124.104 (c)(2); and

\(iv\) It is identified, on the date of its representation, as a
certified small disadvantaged business in the database maintained by the
Small Business Administration (PRO-Net).

\(4\) Small business concern owned and controlled by women means a small
business concern\--

\(i\) Which is at least 51 percent owned by one or more women, or, in
the case of any publicly owned business, at least 51 percent of the
stock of which is owned by one or more women; and

\(ii\) Whose management and daily business operations are controlled by
one or more women.

\(d\) Contractors acting in good faith may rely on written
representations by their subcontractors regarding their status as a
small business concern, a HUBZone small business concern, a small
business concern owned and controlled by socially and economically
disadvantaged individuals, or a small business concern owned and
controlled by women.

USAID small business provision. To permit USAID, in accordance with the
small business provisions of the Foreign Assistance Act, to give small
business firms an opportunity to participate in supplying equipment
supplies and services financed under this contract, the Contractor
shall, to the maximum extent possible, provide the following information
to the Office of Small and Disadvantaged Business Utilization (OSDBU),
USAID, Washington, DC 20523-1414, at least 45 days prior to placing any
order in excess of the simplified acquisition threshold except where a
shorter time is requested of, and granted by OSDBU:

\(1\) Brief general description and quantity of commodities or services;

\(2\) Closing date for receiving quotations or bids; and

\(3\) Address where invitations or specifications may be obtained.

##  I.8 AIDAR 752.7032 INTERNATIONAL TRAVEL APPROVAL AND NOTIFICATION REQUIREMENTS (JAN 1990)

[]{#CL_7527032_PH000002 .anchor}

Prior written approval by the Contracting Officer is required for all
international travel directly and identifiably funded by USAID under
this contract. The Contractor will therefore present to the Contracting
Officer an itinerary for each planned international trip, showing the
name of the traveler, purpose of the trip, origin/destination (and
intervening stops), and dates of travel, as far in advance of the
proposed travel as possible, but in no event less than three weeks
before travel is planned to commence. The Contracting Officer\'s prior
written approval may be in the form of a letter or telegram or similar
device or may be specifically incorporated into the schedule of the
contract. At least one week prior to commencement of approved
international travel, the Contractor shall notify the cognizant Mission,
with a copy to the Contracting Officer, of planned travel, identifying
the travelers and the dates and times of arrival.

##  I.9 COMMUNICATIONS PRODUCTS (OCT 1994)

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\(a\) Definition - Communications products are any printed materials
(other than non-color photocopy material), photographic services or
video production services.

\(b\) Standards - USAID has established standards for communications
products. These standards must be followed unless otherwise specifically
provided in the contract or approved in writing by the contracting
officer. A copy of the standards for USAID financed publications and
video productions is attached.

\(c\) Communications products which meet any of the following criteria
are not eligible for USAID financing under this agreement unless
specifically authorized in the contract or in writing by the contracting
officer:

\(1\) All communications materials funded by operating expense account
funds;

\(2\) Any communication products costing over \$25,000, including the
costs of both preparation and execution. For example, in the case of a
publication, the costs will include research, writing and other
editorial services (including any associated overhead), design, layout
and production costs.

\(3\) Any communication products that will be sent directly to, or
likely to be seen by, a Member of Congress or Congressional staffer; and

\(4\) Any publication that will have more than 50 percent of its copies
distributed in the United States (excluding copies provided to CDIE and
other USAID/W offices for internal use.

\(d\) The initial proposal must provide a separate estimate of the cost
of every communications product as defined in paragraph (a) above \[not
just those which meet the criteria in paragraph (c)\] which is
anticipated under the contract. Each estimate must include all of the
costs associated with preparation and execution of the product. Any
subsequent request for approval of a covered communication product must
provide the same type of cost information.

#  PART III-LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS

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#  SECTION J - LIST OF ATTACHMENTS

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ATTACHMENT NO.

NUMBER TITLE DATE PAGES

ATTACHMENT 1 - IDENTIFICATION OF PRINCIPAL GEOGRAPHIC CODE NUMBERS

A hard copy is attached at the end of this document;however, for an
electronic version, please locate the form at
<http://www.USAID.GOV/procurement_bus_opp/procurement> ADS 310.5.1a

ATTACHMENT 2 - USAID FORM 1420-17 - CONTRACTOR BIOGRAPHICAL DATA SHEET

A hard copy is attached at the end of this document;however, for an
electronic version, please locate the form at
http://www.USAID.GOV/procurement_bus_opp/procurement/forms/

ATTACHMENT 3 - SF LLL - DISCLOSURE OF LOBBYING ACTIVITIES

A hard copy is attached at the end of this document;however, for an
electronic version, please locate the form at
http://www.USAID.GOV/procurement_bus_opp/procurement/forms/

ATTACHMENT 4 - CERTIFICATE OF CURRENT COST AND PRICING DATA

A hard copy is attached at the end of this document;however, for an
electronic version, please locate the form at
http://www.USAID.GOV/procurement_bus_opp/procurement/forms/

ATTACHMENT 5 -- DD 254

#  PART IV - REPRESENTATIONS AND INSTRUCTIONS

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#  SECTION K - REPRESENTATIONS, CERTIFICATIONS AND OTHER STATEMENTS OF OFFERORS

[]{#CL_SECTIONK_PH000004 .anchor}

##  K.1 NOTICE LISTING SOLICITATION PROVISIONS INCORPORATED BY REFERENCE

[]{#CL_BRSECTK_PH000003 .anchor}

The following solicitation provisions pertinent to this section are
hereby incorporated by reference (by Citation Number, Title, and Date)
in accordance with the FAR provision at FAR \"52.252-1 SOLICITATION
PROVISIONS INCORPORATED BY REFERENCE\" in Section L of this
solicitation. See FAR 52.252-1 for an internet address (if specified)
for electronic access to the full text of a provision.

NUMBER TITLE DATE

FEDERAL ACQUISITION REGULATION (48 CFR Chapter 1)

52.203-11 CERTIFICATION AND DISCLOSURE REGARDING APR 1991

PAYMENTS TO INFLUENCE CERTAIN FEDERAL

TRANSACTIONS

##  K.2 52.204-3 TAXPAYER IDENTIFICATION (OCT 1998)

[]{#CL_522043_PH000003 .anchor}

\(a\) Definitions.

Common parent, as used in this provision, means that corporate entity
that owns or controls an affiliated group of corporations that files its
Federal income tax returns on a consolidated basis, and of which the
offeror is a member.

Taxpayer Identification Number (TIN), as used in this provision, means
the number required by the Internal Revenue Service (IRS) to be used by
the offeror in reporting income tax and other returns. The TIN may be
either a Social Security Number or an Employer Identification Number.

\(b\) All offerors must submit the information required in paragraphs
(d) through (f) of this provision to comply with debt collection
requirements of 31 U.S.C. 7701(c) and 3325(d), reporting requirements of
26 U.S.C. 6041, 6041A, and 6050M, and implementing regulations issued by
the IRS. If the resulting contract is subject to the payment reporting
requirements described in Federal Acquisition Regulation (FAR) 4.904,
the failure or refusal by the offeror to furnish the information may
result in a 31 percent reduction of payments otherwise due under the
contract.

\(c\) The TIN may be used by the Government to collect and report on any
delinquent amounts arising out of the offeror\'s relationship with the
Government (31 U.S.C. 7701(c)(3)). If the resulting contract is subject
to the payment reporting requirements described in FAR 4.904, the TIN
provided hereunder may be matched with IRS records to verify the
accuracy of the offeror\'s TIN.

\(d\) Taxpayer Identification Number (TIN).

\[ \] TIN:. \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\[ \] TIN has been applied for.

\[ \] TIN is not required because:

\[ \] Offeror is a nonresident alien, foreign corporation, or foreign
partnership that does not have income effectively connected with the
conduct of a trade or business in the United States and does not have an
office or place of business or a fiscal paying agent in the United
States;

\[ \] Offeror is an agency or instrumentality of a foreign government;

\[ \] Offeror is an agency or instrumentality of the Federal Government.

\(e\) Type of organization.

\[ \] Sole proprietorship;

\[ \] Partnership;

\[ \] Corporate entity (not tax-exempt);

\[ \] Corporate entity (tax-exempt);

\[ \] Government entity (Federal, State, or local);

\[ \] Foreign government;

\[ \] International organization per 26 CFR 1.6049-4;

\[ \] Other
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\(f\) Common parent.

\[ \] Offeror is not owned or controlled by a common parent as defined
in paragraph (a) of this provision.

\[ \] Name and TIN of common parent:

Name
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

TIN
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

##  K.3 52.209-5 CERTIFICATION REGARDING DEBARMENT, SUSPENSION, PROPOSED DEBARMENT, AND OTHER RESPONSIBILITY MATTERS (DEC 2001)

[]{#CL_522095_PH000003 .anchor}

(a)(1) The Offeror certifies, to the best of its knowledge and belief,
that -

\(i\) The Offeror and/or any of its Principals -

\(A\) Are \[ \] are not \[ \] presently debarred, suspended, proposed
for debarment, or declared ineligible for the award of contracts by any
Federal agency;

\(B\) Have \[ \] have not \[ \], within a three-year period preceding
this offer, been convicted of or had a civil judgment rendered against
them for: commission of fraud or a criminal offense in connection with
obtaining, attempting to obtain, or performing a public (Federal, state,
or local) contract or subcontract; violation of Federal or state
antitrust statutes relating to the submission of offers; or commission
of embezzlement, theft, forgery, bribery, falsification or destruction
of records, making false statements, tax evasion or receiving stolen
property; and

\(C\) Are \[ \] are not \[ \] presently indicted for, or otherwise
criminally or civilly charged by a governmental entity with, commission
of any of the offenses enumerated in subdivision (a)(1)(i)(B) of this
provision.

\(ii\) The Offeror has \[ \] has not \[ \], within a 3-year period
preceding this offer, had one or more contracts terminated for default
by any Federal agency.

\(2\) \"Principals,\" for the purposes of this certification, means
officers; directors; owners; partners; and, persons having primary
management or supervisory responsibilities within a business entity
(e.g., general manager; plant manager; head of a subsidiary, division,
or business segment, and similar positions).

THIS CERTIFICATION CONCERNS A MATTER WITHIN THE JURISDICTION OF AN
AGENCY OF THE UNITED STATES AND THE MAKING OF A FALSE, FICTITIOUS, OR
FRAUDULENT CERTIFICATION MAY RENDER THE MAKER SUBJECT TO PROSECUTION
UNDER SECTION 1001, TITLE 18, UNITED STATES CODE.

\(b\) The Offeror shall provide immediate written notice to the
Contracting Officer if, at any time prior to contract award, the Offeror
learns that its certification was erroneous when submitted or has become
erroneous by reason of changed circumstances.

\(c\) A certification that any of the items in paragraph (a) of this
provision exists will not necessarily result in withholding of an award
under this solicitation. However, the certification will be considered
in connection with a determination of the Offeror\'s responsibility.
Failure of the Offeror to furnish a certification or provide such
additional information as requested by the Contracting Officer may
render the Offeror nonresponsible.

\(d\) Nothing contained in the foregoing shall be construed to require
establishment of a system of records in order to render, in good faith,
the certification required by paragraph (a) of this provision. The
knowledge and information of an Offeror is not required to exceed that
which is normally possessed by a prudent person in the ordinary course
of business dealings.

\(e\) The certification in paragraph (a) of this provision is a material
representation of fact upon which reliance was placed when making award.
If it is later determined that the Offeror knowingly rendered an
erroneous certification, in addition to other remedies available to the
Government, the Contracting Officer may terminate the contract resulting
from this solicitation for default.

##  K.4 52.215-6 PLACE OF PERFORMANCE (OCT 1997)

[]{#CL_522156_PH000003 .anchor}

\(a\) The offeror or respondent, in the performance of any contract
resulting from this solicitation, \[ \] intends, \[ \] does not intend
\[check applicable block\] to use one or more plants or facilities
located at a different address from the address of the offeror or
respondent as indicated in this proposal or response to request for
information.

\(b\) If the offeror or respondent checks \"intends\" in paragraph (a)
of this provision, it shall insert in the following spaces the required
information:

\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\--

Place of performance (street \| Name and address of owner and

(street address, city, state, \| operator of the plant or facility

county, code) \| if other than offeror or respondent

\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\--

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\|\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\|\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\|\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\|\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\|\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\|\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\|\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\|\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\|\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\--

##  K.5 52.219-1 SMALL BUSINESS PROGRAM REPRESENTATIONS (APR 2002)

[]{#CL_522191_PH000003 .anchor}

(a)(1) The North American Industry Classification System (NAICS) code
for this acquisition is 541990.

\(2\) The small business size standard is \$6.0 in millions of dollars.

\(3\) The small business size standard for a concern which submits an
offer in its own name, other than on a construction or service

contract, but which proposes to furnish a product which it did not
itself manufacture, is 500 employees.

\(b\) Representations. (1) The offeror represents as part of its offer
that it \[ \] is, \[ \] is not a small business concern.

\(2\) (Complete only if the offeror represented itself as a small
business concern in paragraph (b)(1) of this provision.) The offeror
represents, for general statistical purposes, that it \[ \] is, \[ \] is
not, a small disadvantaged business concern as defined in 13 CFR
124.1002.

\(3\) (Complete only if the offeror represented itself as a small
business concern in paragraph (b)(1) of this provision.) The offeror
represents as part of its offer that it \[ \] is, \[ \] is not a
women-owned small business concern.

\(4\) \[Complete only if the offeror represented itself as a small
business concern in paragraph (b)(1) of this provision.\] The offeror
represents as part of its offer that it \[ \] is, \[ \] is not a
veteran-owned small business concern.

\(5\) \[Complete only if the offeror represented itself as a
veteran-owned small business concern in paragraph (b)(4) of this
provision.\] The offeror represents as part of its offer that it \[ \]
is, \[ \] is not a service-disabled veteran-owned small business
concern.

\(6\) \[Complete only if the offeror represented itself as a small
business concern in paragraph (b)(1) of this provision.\] The offeror
represents, as part of its offer, that\--

\(i\) It \[ \] is, \[ \] is not a HUBZone small business concern listed,
on the date of this representation, on the List of Qualified HUBZone
Small Business Concerns maintained by the Small Business Administration,
and no material change in ownership and control, principal office, or
HUBZone employee percentage has occurred since it was certified by the
Small Business Administration in accordance with 13 CFR part 126; and

\(ii\) It \[ \] is, \[ \] is not a joint venture that complies with the
requirements of 13 CFR part 126, and the representation in paragraph
(b)(6)(i) of this provision is accurate for the HUBZone small business
concern or concerns that are participating in the joint venture. \[The
offeror shall enter the name or names of the HUBZone small business
concern or concerns that are participating in the joint
venture:\_\_\_\_\_\_\_\_\_\_\_\_.\] Each HUBZone small business concern
participating in the joint venture shall submit a separate signed copy
of the HUBZone representation.

\(c\) Definitions. As used in this provision\--

Service-disabled veteran-owned small business concern\--

\(1\) Means a small business concern\-- (i) Not less than 51 percent of
which is owned by one or more service-disabled veterans or, in the case
of any publicly owned business, not less than 51 percent of the stock of
which is owned by one or more service-disabled veterans; and

\(ii\) The management and daily business operations of which are
controlled by one or more service-disabled veterans or, in the case of a
veteran with permanent and severe disability, the spouse or permanent
caregiver of such veteran.

\(2\) Service-disabled veteran means a veteran, as defined in 38 U.S.C.
101(2), with a disability that is service-connected, as defined in 38
U.S.C. 101(16).

Small business concern, as used in this provision, means a concern,
including its affiliates, that is independently owned and operated, not
dominant in the field of operation in which it is bidding on Government
contracts, and qualified as a small business under the criteria in 13
CFR Part 121 and the size standard in paragraph (a) of this provision.

Veteran-owned small business concern means a small business concern\--

\(1\) Not less than 51 percent of which is owned by one or more veterans
(as defined at 38 U.S.C. 101(2)) or, in the case of any publicly owned
business, not less than 51 percent of the stock of which is owned by one
or more veterans; and

\(2\) The management and daily business operations of which are
controlled by one or more veterans.

Women-owned small business concern, as used in this provision, means a
small business concern\--

\(1\) That is at least 51 percent owned by one or more women; or in the
case of any publicly owned business, at least 51 percent of the stock of
which is owned by one or more women; and

\(2\) Whose management and daily business operations are controlled by
one or more women.

\(d\) Notice. (1) If this solicitation is for supplies and has been set
aside, in whole or in part, for small business concerns, then the clause
in this solicitation providing notice of the set-aside contains
restrictions on the source of the end items to be furnished.

\(2\) Under 15 U.S.C. 645(d), any person who misrepresents a firm\'s
status as a small, HUBZone small, small disadvantaged, or women- owned
small business concern in order to obtain a contract to be awarded under
the preference programs established pursuant to section 8(a),8(d), 9, or
15 of the Small Business Act or any other provision of Federal law that
specifically references section 8(d) for a definition of program
eligibility, shall\--

\(i\) Be punished by imposition of fine, imprisonment, or both;

\(ii\) Be subject to administrative remedies, including suspension and
debarment; and

\(iii\) Be ineligible for participation in programs conducted under the
authority of the Act.

##  K.6 52.219-22 SMALL DISADVANTAGED BUSINESS STATUS (OCT 1999)

[]{#CL_5221922_PH000003 .anchor}

\(a\) General. This provision is used to assess an offeror\'s small
disadvantaged business status for the purpose of obtaining a benefit on
this solicitation. Status as a small business and status as a small
disadvantaged business for general statistical purposes is covered by
the provision at FAR 52.219-1, Small Business Program Representation.

\(b\) Representations.

\(1\) General. The offeror represents, as part of its offer, that it is
a small business under the size standard applicable to this acquisition;
and either\--

\[ \] (i) It has received certification by the Small Business
Administration as a small disadvantaged business concern consistent with
13 CFR 124, Subpart B; and

\(A\) No material change in disadvantaged ownership and control has
occurred since its certification;

\(B\) Where the concern is owned by one or more disadvantaged
individuals, the net worth of each individual upon whom the
certification is based does not exceed \$750,000 after taking into
account the applicable exclusions set forth at 13 CFR 124.104(c)(2); and

\(C\) It is identified, on the date of its representation, as a
certified small disadvantaged business concern in the database
maintained by the Small Business Administration (PRO-Net); or

\[ \] (ii) It has submitted a completed application to the Small
Business Administration or a Private Certifier to be certified as a
small disadvantaged business concern in accordance with 13 CFR 124,
Subpart B, and a decision on that application is pending, and that no
material change in disadvantaged ownership and control has occurred
since its application was submitted.

\(2\) \[ \] For Joint Ventures. The offeror represents, as part of its
offer, that it is a joint venture that complies with the requirements at
13 CFR 124.1002(f) and that the representation in paragraph (b)(1) of
this provision is accurate for the small disadvantaged business concern
that is participating in the joint venture. \[The offeror shall enter
the name of the small disadvantaged business concern that is
participating in the joint venture:
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_.\]

\(c\) Penalties and Remedies. Anyone who misrepresents any aspects of
the disadvantaged status of a concern for the purposes of securing a
contract or subcontract shall:

\(1\) Be punished by imposition of a fine, imprisonment, or both;

\(2\) Be subject to administrative remedies, including suspension and
debarment; and

\(3\) Be ineligible for participation in programs conducted under the
authority of the Small Business Act.

##  K.7 52.222-18 CERTIFICATION REGARDING KNOWLEDGE OF CHILD LABOR FOR LISTED END PRODUCTS (FEB 2001)

[]{#CL_5222218_PH000002 .anchor}

\(a\) Definition.

Forced or indentured child labor means all work or service\--

\(1\) Exacted from any person under the age of 18 under the menace of
any penalty for its nonperformance and for which the worker does not
offer himself voluntarily; or

\(2\) Performed by any person under the age of 18 pursuant to a contract
the enforcement of which can be accomplished by process or penalties.

\(b\) Listed end products. The following end product(s) being acquired
under this solicitation is (are) included in the List of Products
Requiring Contractor Certification as to Forced or Indentured Child
Labor, identified by their country of origin. There is a reasonable
basis to believe that listed endproducts from the listed countries of
origin may have been mined, produced, or manufactured by forced or
indentured child labor.

Listed End Product

Listed Countries of Origin

\(c\) Certification. The Government will not make award to an offeror
unless the offeror, by checking the appropriate block, certifies to
either paragraph (c)(1) or paragraph (c)(2) of this provision.

\[ \] (1) The offeror will not supply any end product listed in
paragraph (b) of this provision that was mined, produced, or
manufactured in a corresponding country as listed for that end product.

\[ \] (2) The offeror may supply an end product listed in paragraph (b)
of this provision that was mined, produced, or manufactured in the
corresponding country as listed for that product. The offeror certifies
that it has made a good faith effort to determine whether forced or
indentured child labor was used to mine, produce, or manufacture such
end product. On the basis of those efforts, the offeror certifies that
it is not aware of any such use of child labor.

##  K.8 52.222-22 PREVIOUS CONTRACTS AND COMPLIANCE REPORTS (FEB 1999)

[]{#CL_5222222_PH000002 .anchor}

The offeror represents that\--

\(a\) It \[ \] has, \[ \] has not participated in a previous contract or
subcontract subject to the Equal Opportunity clause of this
solicitation; the clause originally contained in Section 310 of
Executive Order No. 10925, or the clause contained in Section 201 of
Executive Order No. 11114;

\(b\) It \[ \] has, \[ \] has not filed all required compliance reports;
and

\(c\) Representations indicating submission of required compliance
reports, signed by proposed subcontractors, will be obtained before
subcontract awards.

##  K.9 52.222-25 AFFIRMATIVE ACTION COMPLIANCE (APR 1984)

[]{#CL_5222225_PH000003 .anchor}

The offeror represents that\--

\(a\) It \[ \] has developed and has on file, \[ \] has not developed
and does not have on file, at each establishment, affirmative action
programs required by the rules and regulations of the Secretary of Labor
(41 CFR 60-1 and 60-2), or (b) It \[ \] has not previously had contracts
subject to the written affirmative action programs requirement of the
rules and regulations of the Secretary of Labor.

##  K.10 INSURANCE - IMMUNITY FROM TORT LIABILITY

[]{#CL_USAIDK100_PH000003 .anchor}

The offeror represents that it \[ \] is, \[ \] is not a State agency or
charitable institution, and that it \[ \] is not immune, \[ \] is
partially immune, \[ \] is totally immune from tort liability to third
persons.

##  K.11 AGREEMENT ON, OR EXCEPTIONS TO, TERMS AND CONDITIONS

[]{#CL_USAIDK110_PH000003 .anchor}

The Offeror has reviewed the solicitation (Sections B through J of which
will become the contract) and \[ \] agrees to the terms and conditions
set forth therein; or \[ \] has the following exceptions (continue on a
separate attachment page, if necessary):

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

##  K.12 COMPLIANCE WITH VETERANS EMPLOYMENT REPORTING REQUIREMENTS

[]{#CL_USAIDK130_PH000002 .anchor}

\(a\) The Offeror represents that, if it is subject to the reporting
requirements of 38 U.S.C. 4212(d)(i.e., the VETS-100 report required by
the Federal Acquisition Regulation clause 52.222-37, Employment Reports
on Disabled Veterans and Veterans of the Vietnam Era), it has \[ \] has
not \[ \] submitted the most recent report required by 38 U.S.C.
4212(d).

\(b\) An Offeror who checks \"has not\" may not be awarded a contract
until the required reports are filed. (31 U.S.C. 1354)

##  K.13 SIGNATURE

[]{#CL_USAIDK120_PH000003 .anchor}

By signature hereon, or on an offer incorporating these Representations,
Certifications, and Other Statements of Offerors, the offeror certifies
that they are accurate, current, and complete, and that the offeror is
aware of the penalty prescribed in 18 U.S.C. 1001 for making false
statements in offers.

Solicitation No.
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

Offer/Proposal No.
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

Date of Offer
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

Name of
Offeror\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

Typed Name and
Title\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

Signature\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
Date\_\_\_\_\_\_\_\_\_\_\_

#  

# SECTION L - INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

##  L.1 NOTICE LISTING SOLICITATION PROVISIONS INCORPORATED BY REFERENCE

The following solicitation provisions pertinent to this section are
hereby incorporated by reference (by Citation Number, Title, and Date)
in accordance with the FAR provision at FAR \"52.252-1 SOLICITATION
PROVISIONS INCORPORATED BY REFERENCE\" in Section L of this
solicitation. See FAR 52.252-1 for an internet address (if specified)
for electronic access to the full text of a provision.

NUMBER TITLE DATE

FEDERAL ACQUISITION REGULATION (48 CFR Chapter 1)

52.214-34 SUBMISSION OF OFFERS IN THE ENGLISH LANGUAGE APR 1991

52.219-24 SMALL DISADVANTAGED BUSINESS OCT 2000

PARTICIPATION PROGRAM\--TARGETS

52.222-24 PREAWARD ON-SITE EQUAL OPPORTUNITY

> COMPLIANCE EVALUATION FEB 1999

46. EVALUATION OF COMPENSATION FOR

> PROFESSIONAL EMPLOYEES FEB 1993

52.237-10 IDENTIFICATION OF UNCOMPENSATED OCT 1997

OVERTIME

## L.2 52.215-1 INSTRUCTIONS TO OFFERORS\--COMPETITIVE ACQUISITION (MAR 2001)

\(a\) Definitions. As used in this provision-

\"Discussions\" are negotiations that occur after establishment of the
competitive range that may, at the Contracting Officer\'s discretion,
result in the offeror being allowed to revise its proposal.

\"In writing,\" \"writing,\" or \"written\" means any worded or numbered
expression that can be read, reproduced, and later communicated, and
includes electronically transmitted and stored information.

\"Proposal modification\" is a change made to a proposal before the
solicitation\'s closing date and time, or made in response to an
amendment, or made to correct a mistake at any time before award.

\"Proposal revision\" is a change to a proposal made after the
solicitation closing date, at the request of or as allowed by a
Contracting Officer as the result of negotiations.

\"Time,\" if stated as a number of days, is calculated using calendar
days, unless otherwise specified, and will include Saturdays, Sundays,
and legal holidays. However, if the last day falls on a Saturday,
Sunday, or legal holiday, then the period will include the next working
day.

\(b\) Amendments to solicitations. If this solicitation is amended, all
terms and conditions that are not amended remain unchanged. Offerors
must acknowledge receipt of any amendment to this solicitation by the
date and time specified in the amendment(s).

\(c\) Submission, modification, revision, and withdrawal of proposals.

\(1\) Unless other methods (e.g., electronic commerce or facsimile) are
permitted in the solicitation, proposals and modifications to proposals
must be submitted in paper media in sealed envelopes or packages (i)
addressed to the office specified in the solicitation, and (ii) showing
the time and date specified for receipt, the solicitation number, and
the name and address of the offeror. Offerors using commercial carriers
should ensure that the proposal is marked on the outermost wrapper with
the information in paragraphs (c)(1)(i) and (c)(1)(ii) of this
provision.

\(2\) The first page of the proposal must show-

\(i\) The solicitation number;

\(ii\) The name, address, and telephone and facsimile numbers of the
offeror (and electronic address if available);

\(iii\) A statement specifying the extent of agreement with all terms,
conditions, and provisions included in the solicitation and agreement to
furnish any or all items upon which prices are offered at the price set
opposite each item;

\(iv\) Names, titles, and telephone and facsimile numbers (and
electronic addresses if available) of persons authorized to negotiate on
the offeror\'s behalf with the Government in connection with this
solicitation; and

\(v\) Name, title, and signature of person authorized to sign the
proposal. Proposals signed by an agent shall be accompanied by evidence
of that agent\'s authority, unless that evidence has been previously
furnished to the issuing office.

\(3\) Submission, modification, revision, and withdrawal of proposals.

\(i\) Offerors are responsible for submitting proposals, and any
modifications or revisions, so as to reach the Government office
designated in the solicitation by the time specified in the
solicitation. If no time is specified in the solicitation, the time for
receipt is 4:30 p.m., local time, for the designated Government office
on the date that proposal or revision is due.

(ii)(A) Any proposal, modification, or revision received at the
Government office designated in the solicitation after the exact time
specified for receipt of offers is \"late\" and will not be considered
unless it is received before award is made, the Contracting Officer
determines that accepting the late offer would not unduly delay the
acquisition; and-

\(1\) If it was transmitted through an electronic commerce method
authorized by the solicitation, it was received at the initial point of
entry to the Government infrastructure not later than 5:00 p.m. one
working day prior to the date specified for receipt of proposals; or

\(2\) There is acceptable evidence to establish that it was received at
the Government installation designated for receipt of offers and was
under the Government\'s control prior to the time set for receipt of
offers; or

\(3\) It is the only proposal received.

\(B\) However, a late modification of an otherwise successful proposal
that makes its terms more favorable to the Government, will be
considered at any time it is received and may be accepted.

\(iii\) Acceptable evidence to establish the time of receipt at the
Government installation includes the time/date stamp of that
installation on the proposal wrapper, other documentary evidence of
receipt maintained by the installation, or oral testimony or statements
of Government personnel.

\(iv\) If an emergency or unanticipated event interrupts normal
Government processes so that proposals cannot be received at the office
designated for receipt of proposals by the exact time specified in the
solicitation, and urgent Government requirements preclude amendment of
the solicitation, the time specified for receipt of proposals will be
deemed to be extended to the same time of day specified in the
solicitation on the first work day on which normal Government processes
resume.

\(v\) Proposals may be withdrawn by written notice received at any time
before award. Oral proposals in response to oral solicitations may be
withdrawn orally. If the solicitation authorizes facsimile proposals,
proposals may be withdrawn via facsimile received at any time before
award, subject to the conditions specified in the provision at 52.215-5,
Facsimile Proposals. Proposals may be withdrawn in person by an offeror
or an authorized representative, if the identity of the person
requesting withdrawal is established and the person signs a receipt for
the proposal before award.

\(4\) Unless otherwise specified in the solicitation, the offeror may
propose to provide any item or combination of items.

\(5\) Offerors must submit proposals in response to this solicitation in
English, unless otherwise permitted by the solicitation, and in U.S.
dollars, unless the provision at FAR 52.225-17, Evaluation of Foreign
Currency Offers, is included in the solicitation.

\(6\) Offerors may submit modifications to their proposals at any time
before the solicitation closing date and time, and may submit
modifications in response to an amendment, or to correct a mistake at
any time before award.

\(7\) Offerors may submit revised proposals only if requested or allowed
by the Contracting Officer.

\(8\) Proposals may be withdrawn at any time before award. Withdrawals
are effective upon receipt of notice by the Contracting Officer.

\(d\) Offer expiration date. Proposals in response to this solicitation
will be valid for the number of days specified on the solicitation cover
sheet (unless a different period is proposed by the offeror).

\(e\) Restriction on disclosure and use of data. Offerors that include
in their proposals data that they do not want disclosed to the public
for any purpose, or used by the Government except for evaluation
purposes, shall-

\(1\) Mark the title page with the following legend:

This proposal includes data that must not be disclosed outside the
Government and must not be duplicated, used, or disclosed-in whole or in
part-for any purpose other than to evaluate this proposal. If, however,
a contract is awarded to this offeror as a result of-or in connection
with-the submission of this data, the Government will have the right to
duplicate, use, or disclose the data to the extent provided in the
resulting contract. This restriction does not limit the Government\'s
right to use information contained in this data if it is obtained from
another source without restriction. The data subject to this restriction
are contained in sheets \[insert numbers or other identification of
sheets\]; and

\(2\) Mark each sheet of data it wishes to restrict with the following
legend:

Use or disclosure of data contained on this sheet is subject to the
restriction on the title page of this proposal.

\(f\) Contract award.

\(1\) The Government intends to award a contract or contracts resulting
from this solicitation to the responsible offeror(s) whose proposal(s)
represents the best value after evaluation in accordance with the
factors and subfactors in the solicitation.

\(2\) The Government may reject any or all proposals if such action is
in the Government\'s interest.

\(3\) The Government may waive informalities and minor irregularities in
proposals received.

\(4\) The Government intends to evaluate proposals and award a contract
without discussions with offerors (except clarifications as described in
FAR 15.306(a)). Therefore, the offeror\'s initial proposal should
contain the offeror\'s best terms from a cost or price and technical
standpoint. The Government reserves the right to conduct discussions if
the Contracting Officer later determines them to be necessary. If the
Contracting Officer determines that the number of proposals that would
otherwise be in the competitive range exceeds the number at which an
efficient competition can be conducted, the Contracting Officer may
limit the number of proposals in the competitive range to the greatest
number that will permit an efficient competition among the most highly
rated proposals.

\(5\) The Government reserves the right to make an award on any item for
a quantity less than the quantity offered, at the unit cost or prices
offered, unless the offeror specifies otherwise in the proposal.

\(6\) The Government reserves the right to make multiple awards if,
after considering the additional administrative costs, it is in the
Government\'s best interest to do so.

\(7\) Exchanges with offerors after receipt of a proposal do not
constitute a rejection or counteroffer by the Government.

\(8\) The Government may determine that a proposal is unacceptable if
the prices proposed are materially unbalanced between line items or
subline items. Unbalanced pricing exists when, despite an acceptable
total evaluated price, the price of one or more contract line items is
significantly overstated or understated as indicated by the application
of cost or price analysis techniques. A proposal may be rejected if the
Contracting Officer determines that the lack of balance poses an
unacceptable risk to the Government.

\(9\) If a cost realism analysis is performed, cost realism may be
considered by the source selection authority in evaluating performance
or schedule risk.

\(10\) A written award or acceptance of proposal mailed or otherwise
furnished to the successful offeror within the time specified in the
proposal will result in a binding contract without further action by
either party.

\(11\) The Government may disclose the following information in
postaward debriefings to other offerors:

\(i\) The overall evaluated cost or price and technical rating of the
successful offeror;

\(ii\) The overall ranking of all offerors, when any ranking was
developed by the agency during source selection;

\(iii\) A summary of the rationale for award; and

\(iv\) For acquisitions of commercial items, the make and model of the
item to be delivered by the successful offeror.

## L.3 52.216-28 MULTIPLE AWARDS FOR ADVISORY AND ASSISTANCE SERVICES (OCT 1995)

The Government intends to award multiple contracts for the same or
similar advisory and assistance services to two or more sources under
this solicitation unless the Government determines, after evaluation of
offers, that only one offeror is capable of providing the services at
the level of quality required.

##  L.4 52.216-1 TYPE OF CONTRACT (APR 1984)

The Government contemplates multiple awards of indefinite quantity
contracts with cost plus fixed fee or firm fixed price task orders
resulting from this solicitation.

**L.5 52.233-2 SERVICE OF PROTEST (AUG 1996)**

\(a\) Protests, as defined in section 33.101 of the Federal Acquisition
Regulation, that are filed directly with an agency, and copies of any
protests that are filed with the General Accounting Office (GAO), will
be served on the Contracting Officer (addressed as follows) by obtaining
written and dated acknowledgment of receipt from:

Sherrill M. Fachet

Contracting Officer

**Hand-Carried Address:**

United States Agency for International

Development (USAID)

Ronald Reagan Building

M/OP/GH/POP/Room \# 7.09-072

1300 Pennsylvania Avenue, N.W.

Washington, D.C. 20523-7900

**Mailing Address:**

United States Agency for International

Development (USAID)

Ronald Reagan Building

M/OP/GH/POP/Room 7.09-072

1300 Pennsylvania Avenue, N.W.

Washington, D.C. 20523-7900

\(b\) The copy of any protest will be received in the office designated
above within one day of filing a protest with the GAO.

##  L.6 52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE (FEB 1998)

This solicitation incorporates one or more solicitation provisions by
reference, with the same force and effect as if they were given in full
text. Upon request, the Contracting Officer will make their full text
available. The offeror is cautioned that the listed provisions may
include blocks that must be completed by the offeror and submitted with
its quotation or offer. In lieu of submitting the full text of those
provisions, the offeror may identify the provision by paragraph
identifier and provide the appropriate information with its quotation or
offer. Also, the full text of a solicitation provision may be accessed
electronically at this/these address(es):

http://arnet.gov/far/

www.usaid.gov

##  

## L.7 PROPOSAL DELIVERY INSTRUCTIONS.

PROPOSAL DELIVERY

ALL offerors delivering proposals through carriers other than the USPS,
UPS, or FedEx, including individual hand delivery, must complete a
Freight Delivery Request Form (Attachment 3) and provide it to the
contract specialist 72 hours in advance of delivery via facsimile. The
facsimile number is 202-216-3396. The CO or his/her designee will
forward the form to Bureau of Management, Office of Administrative
Services, Consolidation, Property and Services Division, (M/AS/CPD),
Ronald Reagan Building & International Trade Center (ITC) Loading Dock
Manager. The telephone number for ITC is (202) 789-4388. Once a RRB
loading dock representative accepts the delivery, this will be
considered the actual time of USAID's acceptance.

USAID delivery hours are from 9:00 a.m. to 3:00 p.m., Monday through
Friday. Deliveries to be made before 9:00 a.m. and after 3:00 p.m. must
receive prior approval from M/AS/CPD.

The Freight Delivery Request Form must be filled out by the freight
company, then signed by the customer, and forwarded to the M/AS/CPD. GSA
does not accept unscheduled deliveries. Deliveries through the
ground-level doors, on either the 13th street, the 13 ½ street, or the
14th street, are strictly prohibited and will be turned away.

All vendors must report to the Southeast Federal Center, 3rd & M Street
SE, Washington, DC, for security scanning prior to reporting to the RRB.
When the scanning is complete, the vendor has 30 minutes to report to
the RRB. The operation hours of this center are 6 a.m -- 2:30 p.m. The
center can not be contacted by telephone. The scanning takes
approximately 5 minutes and 30 minutes is sufficient for vendors to
report to the RRB loading dock.

The Loading Dock entrance is located at the 14th Street, South entrance
to the RRB. The security guard will check for a valid state driver\'s
license or commercial driver\'s license (CDL), vehicle registration
card, and Bill of Lading/Manifest, and will inspect the vehicle for
security purposes.

Vendors making repeat daily deliveries (such as United Parcel Services
(UPS), Federal Express (FedEx), and U.S. Postal Services) must submit an
annual roster with the required information to M/AS/CPD for the primary
and alternate driver. Any changes to this roster must be immediately
reported to M/AS/CPD.

Preferred truck size is 55 feet from bumper to bumper. If a larger truck
is needed, the maximum trailer size is 45 feet, and the cab has to be
parked in another bay. Arrangements must be made in advance with
M/AS/CPD to ensure that a bay will be available to park the cab during
off-loading.

Vendors and/or clients must mark at least two sides of all deliveries,
see information below. The following information must appear on the
package/packing slip:

AGENCY: U.S. Agency for International Development, \[Branch
designation\]

NAME: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

ADDRESS: 1300 Pennsylvania Avenue, NW, Room Washington, DC 20523, Rm
\_\_\_\_\_\_\_\_\_\_\_

PHONE NUMBER: \_\_\_\_\_\_\_\_\_\_

The driver is responsible for ensuring that all goods and materials are
scanned through the loading dock X-ray machine. The driver must provide
hand trucks, pallet jacks, or any other equipment needed to unload the
delivery.

After the goods have been inspected and approved by the GSA Dock Guards,
the USAID Designated Receiving Agent will deliver them to the customer
for USAID.

If the offeror elects to hand deliver the proposal , allowing the hand
carrier through is at the discretion of building security. Offerors must
use the door between U.S. Customs and USAID. Once past security, and in
USAID\'s lobby, please contact the Contracts Specialist at (SF 33, Block
10). Only packages/boxes hand-carried (suggest having the box opened to
expedite clearance) may be delivered through this entrance. No
handcarts, dollies, etc. are allowed in the RRB lobby. USAID advises
that the offeror provide a freight delivery form 72 hours in advance in
case security does not allow the hand carrier through and routes them to
the loading dock.

*Ronald Reagan Building & International Trade Center*

![](media/image1.png){width="1.0402777777777779in" height="1.3in"}

**FRIEGHT DELIVERY REQUEST FORM**

**TO**: RRBITC Loading Dock Manager

Federal Protective Service

**FROM**: CUSTOMS: EPA: GSA: TCMA: USAID: WW Center OTHER:\_\_\_\_\_

\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\--(Circle
One)
\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\--

RFA/P #: M/OP-03-2027

OFFEROR: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

**[FREIGHT DELIVERY COMPANY INFORMATION]{.underline}**

  ----------------------------------- ----------------- -----------------
  Name of Freight Company making      Phone \#          Date of arrival
  delivery                                              

  Freight Co. Contact Person          Fax \#            Estimated Time of
                                                        arrival
  ----------------------------------- ----------------- -----------------

  ----------------------------------- ----------------- -----------------
  Driver\'s Name                      Driver\'s Lic \#  Date of Birth
                                      & State           

  Alternate Driver                    Driver\'s Lic \#  Date of Birth
                                      & State           
  ----------------------------------- ----------------- -----------------

  ----------------------------------- ----------- ----------- -----------
  Vehicle Description (i.e., tractor  Type        Make        Tag \#
  trailer, etc)                                               

                                      Length      Model       State
  ----------------------------------- ----------- ----------- -----------

  -----------------------------------------------------------------------
  Description of material being delivered

  -----------------------------------------------------------------------

**[AGENCY/ TENANT REQUESTING DELIVERY]{.underline}**

+-----------------------------------+-----------------------------------+
| Agency/ Tenant Contact Person     | Phone \#                          |
|                                   |                                   |
| USAID, Jacqueline Lewis Taylor    | \(202\) 712-0492                  |
+-----------------------------------+-----------------------------------+
|                                   | Fax \#                            |
|                                   |                                   |
|                                   | \(202\) 216-3396                  |
+-----------------------------------+-----------------------------------+

  -----------------------------------------------------------------------
  Signature

  -----------------------------------------------------------------------

**Deliveries to the B-2 loading dock require 96 hours notice.**

**[All deliveries are subject to an off-site security inspection by the
Federal Protective Service]{.underline}**

B-2 Loading Dock

Ph. \# (202) 789-4388

Fax \# (202) 789-5342

##  L.8 GENERAL INSTRUCTIONS TO OFFERORS

\(a\) The offeror should submit the proposal:

\(i\) electronically - included with the hard copies submitted below, on
virus-free diskette or CD-ROM with MS WORD-compatible (for the technical
proposal and cost proposal narratives), Excel-compatible (for the cost
proposal spreadsheets), in a MS Windows environment. (Facsimile of the
entire proposal is not authorized);

AND

Hard Copies:

\(ii\) via regular mail - sending one original and 3 paper copies of a
technical proposal and one original and 2 copies of a cost proposal,
however the issuing office receives regular international mail only once
a week. All mail is subject to US Embassy electronic imagery scanning
methods, physical inspection, and is not date and time stamped prior to
receipt by USAID and the Contracting Officer; or

\(iii\) hand delivery (including commercial courier) of one original and
6 paper copies of a technical proposal and one original and 2 copies of
a cost proposal to the issuing office.

\(iv\) Regardless of the method used the Technical Proposal and Cost
Proposal must be kept separate from each other. Technical Proposals must
not make reference to pricing data in order that the technical
evaluation may be made strictly on the basis of technical merit.

\(b\) Submission of Alternate Proposals

All offerors must submit a proposal directly responsive to the terms and
conditions of this RFP. If an offeror chooses to submit an alternative
proposal, they must, at the same time, submit a proposal directly
responsive hereto for any alternate to even be considered.

\(c\) Government Obligation

The US Government is not obligated to make an award or to pay for any
costs incurred by the offeror in preparation of a proposal in response
hereto.

##  L.9 INSTRUCTIONS FOR THE PREPARATION OF THE TECHNICAL PROPOSAL

\(a\) USAID estimates awarding up to 5 contracts under this RFP. Awards
will be for a five year period with a combined total ceiling of
\$285,000,000.

(b ) Offerors will submit one (1) original and three (3) copies. The
technical proposal must be entirely separate from the cost proposal.

\(c\) Detailed information should be presented only when required by
specific RFP instructions. **Proposals are limited to 50 pages and any
pages over will not be considered.** The proposal must be written in
English and typed on standard 8 1/2\" x 11\" paper (210 mm by 297mm
paper), single spaced, 10 characters per inch with each page numbered
consecutively with principal authors identified by name and function in
the Offeror's organization. Items such as graphs, charts, cover pages,
dividers, table of contents, and attachments (i.e. key personnel
resumes, technical specialist biographical statements, acknowledgement
letters, spreadsheet summarizing qualifications of proposed personnel,
past performance summary tables, report forms, references, SF294s and
subcontracting plan) are not included in the 50-page limitation.

\(d\) The Technical Proposal in response to this solicitation should
address how the Offeror intends to carry out the Statement of Work
contained in Section C. It should demonstrate a clear understanding of
the work to be undertaken and the responsibilities of all parties
involved. These requirements flow directly from evaluation criteria in
Section M and shall be organized and included in the order indicated
below.

**[Section (1)]{.underline} [Technical Approach ]{.underline}**

As a reminder, USAID expects that programming under the PSP will support
all PHN SOs to varying degrees. The relevant Sos are listed below in
declining order of the anticipated contribution of this procurement to
each SO:

> SO 1: Increased use by women and men of voluntary practices that
> contribute to reduced unintended and mistimed pregnancies
>
> SO 4: Increased use of improved, effective, and sustainable responses
> to reduce HIV transmission and to mitigate the impact of the HIV/AIDS
> pandemic
>
> SO 5: Increased use of proven interventions to reduce the threat of
> infectious diseases of major public health importance
>
> SO 3: Increased use of key child health and nutrition interventions
>
> SO 2: Increased use of key maternal health and nutrition interventions

For ease of understanding, the case study questions are embedded below,
but responses to these case studies should be organized in a separate
section of the technical approach for ease of evaluation. Please see
section M.

Offerors should address the following questions in the Technical
Approach section:

**A. Strategic Framework**

Private Sector Objective:

Offerors should describe the philosophy which guides their approach to
private and commercial sector programming in RH/FP and other health
areas. Discuss key choices including any trade-offs that the PSP
contractor may encounter on the path toward attaining the SOs. What
guiding principles would be used to balance these trade-offs?

Intermediate Result 1

The PSP aims to increase healthy behaviors, increase the market for
RH/FP products and services, and increase the private sector share of
that market. Describe the strategies and approaches that the Offeror
would use to achieve these objectives. What monitoring data would be
provided to USAID to demonstrate that results were being achieved under
this IR? Explain how the indicators chosen capture results of
promotional campaigns, growth of the overall market, and increased
private sector share. Which data sources would be used? How could these
data be used to adjust program implementation (please provide a specific
example)?

**Intermediate Result 2**

**Country Case Study: Private Provider Network**

Country A has a well developed private sector health care system while
the public sector remains poorly developed and undervalued.
International donors and the public sector have collaborated to
facilitate the establishment of a franchise network of private
providers. The network providers offer affordable, quality reproductive
health and voluntary family planning services to low and middle income
populations. The franchise offers providers numerous benefits including:
an expanded client base; participation in comprehensive trainings;
ongoing technical support; supplies; as well as access to data and
communication materials. In addition, providers receive recognition and
have the ability to influence health policy in Country A.

Currently, the network is primarily urban, based in multiple cities
throughout Country A. The second phase of the program is now set to
expand to rural areas.

1.  Discuss some creative ways to motivate private providers to
    participate in the network in rural areas with poor and middle
    income populations.

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1.  Discuss some key pros and cons of this model in multiple contexts.

2.  How can quality assurance be guaranteed and sustained in the
    franchise?

3.  Discuss some of the barriers to longevity and success for an
    effective provider network.

4.  What program mechanisms can be instituted to monitor, evaluate and
    contribute to the growth and development of the franchise?

5.  What other health services could be successfully franchised?

6.  Please provide an illustrative workplan for this assignment.

Note: Base responses on an Asian country with a few large urban centers,
but a largely rural population, and high unmet need for family planning
services.

**Intermediate Result 3**:

The Offeror should propose at least three different ways they would
optimize the policy environment for private and commercial sector
involvement in delivering a family planning product or service in a
given country. Define the key desired outcomes, steps to be taken,
counterparts or stakeholders, approximate timeline, and ways that
progress would be tracked. At least one of the three examples should
focus on a service delivery issue. Examples that draw on actual field
experience of the Offeror are encouraged.

**Technical Focus Areas:**

The Offeror's technical approach section should address the questions
and issues included below and discuss how the illustrative activities
described in section C.3 (e) would be implemented. The Offeror is
encouraged to propose additional illustrative activities as appropriate,
with a rationale for how those activities would contribute to achieving
the IRs and SOs.

**Provider Networks:** Provider networks have been considered a
promising vehicle through which clinical family planning methods
including long-term or permanent methods could be provided at low cost.
The Offeror should discuss how social marketing of these services (or
products paired with services), is similar or different from marketing
products alone. What type of network (NGO, private/commercial,
fractional etc.) would be best suited for delivery of these kinds of
services? The Offeror is requested to describe the approach it would
take to assist the network model of choice to deliver long-term
contraceptive methods in a **sustainable** and **high quality** manner
(please define what the terms in boldface would mean in this context).

**Social Marketing:**

Offerors should discuss the guiding principles of their approach to
social marketing. Describe the steps to be taken to design a social
marketing approach. They should discuss how they would promote healthy
behaviors in the context of reproductive health and family planning.
They should also select a financing model for product delivery in a
given country context. Once implemented, what steps would the Offeror
take to transition a social marketing program to full sustainability?
What elements are essential to this transition? What lessons have been
learned from past attempts to "graduate" social marketing programs that
would be taken into account?

**Country Case Study: Malaria Scenario**

Country B has a population of about 15 million. Approximately 6 million
residents live in urban/peri-urban areas, while 9 million reside in
rural settings. Overall, the population has a malaria prevalence of
about 70%. In addition, only 10% of the population presently uses
bednets most of which lack insecticide treatment.

The commercial sector is fairly advanced in the urban/peri urban areas
with abundant commercial activities offering a broad range of household
goods. However, ITNs are expensive and rarely available. Furthermore,
the rural populations have limited access to commercial activity and
ITNs are not available. The government of Country B applies taxes and
tariffs on all imported ITNs at about 50%, and there is limited local
manufacturing capacity.

1.  Discuss at least two strategies and approaches that would increase
    the availability of affordable ITNs to both rural and urban
    populations.

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1.  What are the pros, cons and long term consequences of each approach?

2.  Which approach would be appropriate for in Country B? Present an
    implementation plan, staffing and a budget for years one through 5
    of the project.

3.  What strategies or approaches would be used to target
    sub-populations such as pregnant women and infants?

4.  Who are the key stakeholders in successful public/private
    partnerships? How would the Offeror interface with these parties?

Note: Base responses on a typical sub-Saharan Africa country profile and
refer to the Roll Back Malaria Strategic framework. In terms of
fertility, poverty and facility utilization rates, this country is
representative of the typical Demographic Health Survey country profile
in Sub-Saharan Africa. When considering private sector involvement in
malaria prevention, applicants should refer to the WHO's Roll Back
Malaria strategic framework for going to scale with ITNs at
[www.rbm.who.int](http://www.rbm.who.int/).

**Private Sector Finance and Management Practices**

For NGOs providing reproductive health care including voluntary family
planning services, the impetus to become more financially sustainable is
often combined with concerns about maintaining organizational commitment
to serving lower income or underserved groups. Describe the Offeror's
approach to assisting these NGOs in balancing mission-related concerns
with a greater market orientation and financial sustainability. How
would strategies be customized based on geographic region? What measures
would be used to monitor progress and evaluate success in this area? How
will you ascertain that these measures have worked and to what degree?
What tangible reports or data will be presented to USAID

**Commercial and Private Sector Alliances**

What challenges can a contractor expect to face when facilitating or
supporting public-private partnerships between USAID and the commercial
sector to achieve health impact? How would the Offeror address these
challenges? As a supporting partner to USAID's GH Bureau, how would the
Offeror ensure that USAID's brand identity was fully utilized? What
steps would be taken to facilitate and support partnerships between
USAID and the commercial sector, keeping in mind the PSP's role? What
changes should GH consider in its approach to commercial sector
partnerships?

**Country Case Study: HIV/ AIDS Scenario**

A multi-national corporation's foundation funds program to provide
HIV/AIDS prevention, care and treatment to employees and their
dependents in Country C in sub-Saharan Africa. The Global Health Bureau
is working with the multi-national's headquarters to coordinate
collaboration between USAID mission offices and in-country company
executives to support and implement the project. The corporate
foundation and in-country companies provide funding for this program,
though some employees do pay an affordable fee to take advantage of the
HIV prevention and treatment services.

1.  Explain how this scheme could be scaled up through other
    corporations or commercial sector associations, to offer workplace
    health programs focused on HIV in Africa, and other regions.

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1.  Which stake-holders are key to the success of these employee health
    programs? How can they be engaged?

2.  What role can the host government and USAID play in facilitating
    effective, sustainable employee programs?

3.  How might this project be expanded to include other health
    interventions with the same population or an expanded population?
    Discuss how this model could be used to address other health issues
    in varied geographic areas.

4.  What are the major barriers to effective public/private partnerships
    addressing HIV/AIDS prevention and treatment? In what priority order
    would the Offeror address these barriers? Describe the Offeror's
    proposed approach to addressing these barriers throughout the
    project.

**Country Case Study: Improved Policy Environment for Private Sector
Expansion**

Due to the success of various long term development initiatives, Country
D has reached a sufficient level of advancement that USAID plans to
terminate all major assistance within the next 5 years, "graduating" the
country and closing-out the mission. The mission plans to phase out its
support for health services, but would like to do so knowing that high
quality and sustainable RH/FP services exist, with a variety of modern
methods, and an appropriate public/private source mix. Previously, the
mission had provided long-standing support to a contraceptive social
marketing program. The social marketing program was successful in
achieving a high market share for several methods and it is no longer
dependent on USAID product supply.

The Offeror has been asked to assist the mission to develop and
implement its phase-out strategy. A major focus of the close-out
strategy will be to work with key partners such as the host government
and the private/commercial sector. Please address the following issues.

1.  What assessments/ research would inform the development of policy
    strategies for close-out?

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1.  What factors should be considered to insure the policy/regulatory
    environment remains conducive to private sector involvement?

2.  What mechanisms could be put into place to maintain private sector
    interest and involvement long after USAID graduates from Country D?

3.  What strategy design would secure long term support for high
    quality, affordable reproductive health products in the future?

    C. Country Strategies:

The Offeror should provide a sample country strategy to expand the role
of the private sector in delivery of family planning information,
products and services for one of the Bureau for Global Health's priority
countries (which can be found in Annex B tot he PHN Strategic Plan at:
http://www.usiad.gov/pop_health/pdf/stratpln.pdf) such as they might be
called upon to prepare in response to a scope of work issued by a
Mission. Please include an illustrative timeline, level of effort and
budget for the task. Offerors should also describe how indicators would
be developed to monitor progress against the strategy, and present
illustrative indicators for the country in question.

Because of the cross-cutting nature of private/commercial sector
programming in the health sector, consortia of institutions, including
new partners as appropriate, that together represent the broad array of
skills required by this activity are encouraged. The Bureau for Global
Health is particularly interested in new models or modalities of private
sector partnership and participation to achieve population and health
sector objectives, and expects the PSP to pursue and implement these
approaches. New approaches such as developing risk sharing partnerships
under USAID's Development Credit Authority (DCA) are encouraged, as
referenced below in section C.3. (h). USAID wishes to attract Offerors
that demonstrate innovation in private/commercial sector programming in
the health sector, and that attract non-traditional partners capable of
adding value to USAID's private sector work. USAID is also interested in
management structures that provide the best value to missions, including
missions specifically interested in using this IQC for social marketing
of products.

[Section II - Personnel]{.underline}

**Project Director/Key Personnel**

The Project Director must meet or exceed the personnel qualifications
set forth in Section C. 5 (a) and as described below. Offerors shall
submit a detailed resume for the Project Director. [Resumes are limited
to four (4) pages and are to be attached in the annex. Resumes are not
included in the 50-page limitation.]{.underline}

Offerors must submit a signed acknowledgement letter for the Project
Director stating that he/she understands that he/she has been proposed
and will be available should a contract be awarded. [Signed
acknowledgement letters are to be attached in the annex and are not
included in the 50-page limitation.)]{.underline}

**Other Technical Personnel**

Section II must contain a brief biographical statement for each
technical specialist who would be called upon to implement work under
this IQC. Biographical statements should specify technical areas \[See
Section C.5(b)\] of expertise for each specialist, their breadth and
depth of operational experience, technical leadership, and technical
qualifications. [Resumes (no more than 3 pages) are to be attached in
the annex and are not included in the 50 page limitation.]{.underline}

**Staffing Plan**

Section II shall also include a proposed staffing plan. The plan must
distinguish clearly those who are current employees, sub-contractors, or
those with whom the Offeror has binding contingency hire agreements. The
plan must describe the Offeror's proposed recruiting/hiring program for
fielding qualified personnel over the life of the contact, with examples
of previous successful recruiting/staffing efforts on contract(s) of
similar magnitude. [Offerors are cautioned that the primary preference
for staffing at time of contract is with current employees or contingent
hires.]{.underline} A spreadsheet of proposed staff, indicating their
technical area and level of expertise and organizational affiliation is
required. The spreadsheet will be compiled as an annex to the technical
proposal and does not count against the 50-page limitation.

**[Section III: Past Performance Information]{.underline}**

For the Offeror, and each proposed subcontractor expected to provide at
least 20% of the total labor in performance of any contract under this
RFP, list up to four past or current contracts for efforts which are
similar in scope, magnitude and complexity to that which might be called
for in a specific task order under this IQC. Past performance may be on
directly related or similar federal, state, and local government, and
private contract and subcontracts held within the last 3 years and all
contracts and subcontracts currently in progress which are of similar
scope, magnitude and complexity to expected tasks in the RFP. It must be
clear whether the work was done as a prime contractor or a
subcontractor. Offerors/subcontractors must either provide the
information below or affirmatively state that they possess no relevant
directly related or similar past performance. Information in the list
below should be attached as an annex to the technical proposal.

(a) The Offeror must provide the following information regarding past
    performance: Name of the organization, project name, project
    description, performance period of the contract, amount of contract,
    technical contact person and telephone number, and administrative
    contact person and telephone number. [A past performance matrix
    containing this information is to be attached in the annex and is
    not included in the 50-page limitation]{.underline}.

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2.  

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2.  Assessment of past performance will focus on the Offeror\'s
    demonstrated record:

-   Delivering high quality products or services, including how
    cooperative and effective the Offeror was in fixing problems and
    assuring requisite coordination and collaboration among implementing
    institutions;

-   Forecasting and controlling costs;

-   Performing in a timely manner, including adherence to contract
    schedules, timely delivery of short-term technical advisors, and
    effectiveness of home and field office management to make prompt
    decisions and ensure efficient operation of tasks;

-   Satisfying customers, including satisfactory business relationships
    to clients, prompt and satisfactory correction of problems, and
    cooperative attitude in fixing problems; and

-   Providing effective key personnel, including effective and
    appropriate personnel for the job, and prompt and satisfactory
    changes in personnel when clients identified problems.

-   Using SB concerns, as detailed in (b) below. Offers from small
    business concerns will not be evaluated against this factor.

3.  

USAID may use past performance information obtained from sources other
than those identified by the Offeror/subcontractor. USAID will determine
the relevance of similar past performance information. Past performance
information will be used for both the responsibility determination and
best value decision.

\(b\) SMALL BUSINESS PARTICIPATION

[PAST PERFORMANCE IN USING SMALL BUSINESS CONCERNS \-- FOR OTHER THAN
SMALL BUSINESS CONCERNS (as defined in FAR 19.001).]{.underline}

\(1\) As part of the evaluation of past performance in Section M5 of
this solicitation, USAID will evaluate the extent the Offeror used and
promoted the use of small business concerns under current and past
contracts. The evaluation will assess the extent small business concerns
participated in these contracts relative to the size/value of the
contracts, the complexity and variety of the work small business
concerns performed, and compliance with the Offeror's SB subcontracting
plan or other similar small business incentive programs set out in the
Offeror's contract.

In order for USAID to fully and fairly evaluate performance in this
area, all Offerors who are not small business concerns must do the
following:

\(i\) Provide a narrative summary of the Offeror's use of small business
concerns over the past three years. Describe how small businesses are
actually used\--as subcontractors, as joint venture partners, through
other teaming arrangements, etc. Explain the nature of the work small
businesses performed\--substantive technical professional services,
administrative support, logistics support, etc. Describe the extent of
the Offeror's compliance with SB subcontracting plan(s) or other similar
small business incentive programs.

\(ii\) To supplement the narrative summary in (b)(1), above, provide
with the summary a copy of the *most recent* SF294 \"Subcontracting
Report for Individual Contracts\" for each contract against which the
Offeror was required to report for the past three years. [(Note that
only one SF294, the most recent, for each contract is required.) SF294s
are to be attached in the annex and are not included in the 50-page
limitation.]{.underline}

\(iii\) Provide us with the names and addresses of three SB concerns for
us to contact for their assessment of the Offeror's performance in using
SB concerns. Provide a brief summary of the type of work each SB concern
provided, and the name of a contact person, his/her phone number, and
e-mail address for each.

(iv ) USAID reserves the right to obtain past performance information
from other sources, including any SB concern not named in (b)(1)(ii) of
this Section.

**[Section IV: Institutional Capability]{.underline}**

The Offeror should describe the institutional capabilities , and
competencies that will enable it to creatively plan, implement and
support the range of activities outlined in this RFP. The Offeror should
describe how the organizations(in the case of the consortium) have
particular and complementary capabilities that will enable achievement
of the PSP objective. The offeror should also delineate the systems and
capabilities that are in place to enable it to respond to Mission TO
requests in a timely manner, field high quality short-and long-term
technical assistance, and effectively monitor and report on technical,
operational, and financial issues for an IQC that potentially will work
in multiple countries and across the health sector.

[Section V: Management and Implementation Plan]{.underline}

The Offeror must provide a management plan that will be followed during
contract execution. The Offeror's management plan must include the
proposed lines of responsibility, authority, and communication through
which the tasks will be managed, and the procedures to be taken to
ensure quality control and cost control. The Offeror must define the
proposed organizational structure (including responsibilities and
reporting structure) for the overall contract as well as each task
order, how personnel will be assigned from task to task throughout the
contractual period, and how TO teams will interface with the Offeror's
corporate structure, possible sub-contractors, and USAID command
structure. The Offeror must propose policies, procedures for managing
and directing the effort for productivity, quality, cost control, and
early identification and resolution of problems. [The Offeror should
detail a plan for ensuring that partners that are new to USAID are able
to contribute under this contract]{.underline}, and how they propose to
respond in a flexible, cost-effective manner to mission requests for
technical assistance through the PSP. The offeror should detail a plan
for full utilization of small business concerns in technical areas. The
Offeror's implementation plan should address project start-up, how
technical staff (particularly those not currently employed by the
Offeror) will be oriented to the offeror's approach, how ongoing country
programs will be transitioned, and provide examples from past experience
with timely project start-up.

**L.10 INSTRUCTIONS FOR THE PREPARATION OF THE COST PROPOSAL**

The Technical evaluation factors are significantly more important than
cost. Although the evaluation criteria listed above are significantly
more important than cost, cost is an important factor and should be
considered when preparing proposals.

The cost proposal should at a minimum include the following:

(a) RFP Page 1, Standard Form (SF) 33, \"Solicitation, Offer and
    Award\", blocks 12-18.

(b) For evaluation purposes, offerors shall provide a detailed
    cost-plus-fixed fee (CPFF) sample task order budget for country case
    study: Private Provider Network and supporting information in
    sufficient detail to allow a complete analysis of cost.

> Offerors shall submit the following in support of the sample task
> budgets:

1.  AID Form 1420-17 -- Contractor Employee Biographical Data Sheets
    (Attachment 2) for all proposed candidates for the sample budgets,
    supporting the proposed unburdened daily rate for each proposed
    candidate. This information will be considered as part of the
    Government's cost realism analysis.

2.  Additional supporting budget documentation (as necessary), including
    travel quotations, historical cost information, profit/fee policy,
    etc. to substantiate all proposed costs. Offeror's shall propose its
    ceiling on its fixed fee for evaluation purposes. (See paragraph (f)
    below).

3.  The Prime's and Subcontractors' NICRA information (as applicable) to
    support proposed indirect rates.

> \(c\) Project Director Cost: No individual task order will be issued
> for the project director\'s cost. The Contractor could likely include
> the costs for this central management as part of their indirect costs,
> or could charge percentages of the individual\'s effort under task
> orders to the extent the functions are allocable to the particular
> task order. Treatment of project director cost shall be in accordance
> with the Offeror\'s accounting system. Offeror's cost proposals shall
> specify how project director costs will be charged.
>
> \(d\) Indirect Cost Information: The Prime Contractor and
> subcontractor(s) must include a copy of its most current Negotiated
> Indirect Cost Rate Agreement (NICRA) or other documentation from the
> Offeror\'s cognizant Government Audit Agency, if any, stating the
> Offeror\'s most recent final indirect cost rates and/or the current
> provisional or predetermined rates accepted by the cognizant
> Government Audit Agency. [The prime contractor and subcontractor(s)
> will indicate whether they have proposed ceilings for indirect
> rates.]{.underline}
>
> \(e\) If the Prime Contractor and subcontractor(s) do not have a
> cognizant Government Audit Agency, the prime contractor must provide
> its audited balance sheets and profit and loss statements for the last
> two complete years and the current year to date (or such lesser period
> of time if the Offeror is a newly-formed organization). The profit and
> loss statements should include the total costs of goods and services
> sold, including a listing of the various indirect administrative
> costs, and be supplemented by information on the prime contractor\'s
> customary indirect cost allocation method, together with supporting
> computations of the basis for the indirect cost rate(s) proposed.
>
> \(f\) Ceiling on Fixed Fee: The prime contractor and all
> subcontractors must propose a fixed fee ceiling percentages which will
> be applicable to all task orders. (The fixed fee ceiling will be
> incorporated in Section B of the award document.)
>
> \(g\) Policies and Procedures: A copy of the Offeror\'s personnel
> policies in effect at the time the offer is submitted. \[Note: To be
> submitted only if the Offeror has no prior Federal contracting
> experience.\]
>
> \(h\) Travel Policies: A copy of the Offeror\'s travel policies in
> effect at the time the offer is submitted. \[Note: To be submitted
> only if the Offeror has no prior Federal contracting experience.\]
>
> > \(i\) RFP Section K, \"Representations, Certifications, and Other
> > Statements of Offerors\", for the Offeror and all subcontractors
> > where the subcontract is expected to exceed \$100,000.
>
> \(j\) Evidence of Responsibility: The Prime Contractor and
> subcontractor(s) must submit sufficient evidence of responsibility for
> the Contracting Officer to make an affirmative determination of
> responsibility pursuant to the requirements of FAR Sub-section
> 9.104-1. Please respond with a proper narrative. In the absence of
> evidence sufficient for the Contracting Officer to make an affirmative
> determination of responsibility, the Offeror will be considered to be
> nonresponsive, thereby precluding award of the contract. Accordingly,
> to this end, the Offeror must demonstrate that it:
>
> \(1\) Has adequate financial resources to perform the contract, or the
> ability to obtain, them;
>
> \(2\) Is able to comply with the required or proposed delivery or
> performance schedule, taking into consideration all existing
> commercial and government commitments;
>
> \(3\) Has a satisfactory performance record;

\(4\) Has a satisfactory record of integrity and business;

\(5\) Has the necessary organization, experience, accounting and
operational controls, and technical skills or the ability to obtain
them; and

(6) Be otherwise qualified and eligible to receive an award under
    applicable laws and regulations (e.g., Equal Opportunity, Clean Air,
    and Water, etc.

> \(k\) Subcontracting Plan: Offerors, other than small business
> Offerors, must submit a subcontracting plan (see Section J) as part of
> their offer under this solicitation in accordance with FAR 52.219.9.
> All Offerors\' Plans must address subcontracting with small business
> concerns, with small disadvantaged business concerns, women-owned
> small business concerns, veteran-owned, and with HUBZone small
> business concerns. **[The Plans must include dollar and a percentage
> goal for total planned subcontracting to small business concerns,
> small disadvantaged business concerns, women-owned small business
> concerns, veteran-owned, and HUBZone small business
> concerns.]{.underline}** **[Zero is not an acceptable goal for any
> category. This solicitation requires no less than 15% of the total
> value of each contract to be subcontracted for technical expertise to
> the aforementioned concerns. For purposes of this solicitation assume
> that there will be five (5) awards and that each awardee will get one
> fifth of the ceiling of \$285 million (\$57 million). Fifteen percent
> of \$57 million is \$8,550,000. Therefore, each subcontracting plan
> must include at least \$8,550,000 subcontracting of TECHNICAL work to
> be deemed acceptable. The subcontracting plan must reflect this to be
> acceptable. No award will be made to an offeror without an acceptable
> subcontracting plan.]{.underline}**
>
> (l). If two or more parties have formed a partnership or joint venture
> for the purposes of submitting a proposal under this RFP (and, if
> selected would perform the contract) as a single entity, they must
> submit the Corporate Charter, By‑Laws, or Joint Venture Partnership
> Agreement. In addition, the contractor team arrangements must be
> identified, company relationships must be fully disclosed and
> respective responsibilities and method of work must be expressly
> stipulated. In addition, the principals to the Joint Venture Agreement
> must agree to be jointly and severally liable for the acts or
> omissions of the other.

**L.11 52.204-6 DATA UNIVERSAL NUMBERING SYSTEM (DUNS) NUMBER**

**(JUN 1999)**

\(a\) The offeror shall enter, in the block with its name and address on
the cover page of its offer, the annotation \"DUNS\" followed by the
DUNS number that identifies the offeror\'s name and address exactly as
stated in the offer. The DUNS number is a nine-digit number assigned by
Dun and Bradstreet Information Services.

\(b\) If the offeror does not have a DUNS number, it should contact Dun
and Bradstreet directly to obtain one. A DUNS number will be provided
immediately by telephone at no charge to the offeror. For information on
obtaining a DUNS number, the offeror, if located within the United
States, should call Dun and Bradstreet at 1-800-333-0505. The offeror
should be prepared to provide the following information:

\(1\) Company name.

\(2\) Company address.

\(3\) Company telephone number.

\(4\) Line of business.

\(5\) Chief executive officer/key manager.

\(6\) Date the company was started.

\(7\) Number of people employed by the company.

\(8\) Company affiliation.

(c) Offerors located outside the United States may obtain the location
    and phone number of the local Dun and Bradstreet Information
    Services office from the Internet home page at
    http://www.customerservice@dnb.com/. If an offeror is unable to
    locate a local service center, it may send an e-mail to Dun and
    Bradstreet at <globalinfo@mail.dnb.com>.

#  SECTION M - EVALUATION FACTORS FOR AWARD

**M.1 EVALUATION CRITERIA**

\(a\) Technical, cost and other factors will be evaluated in relation to
each other, as described herein.

-   The technical proposal will be evaluated by the Technical Evaluation
    Board (TEB) using the criteria shown in this Section.

-   The cost proposal will be evaluated by the method described in this
    Section.

-   The criteria below are presented by major category, with relative
    order of importance, so that Offerors will know which areas require
    emphasis in the preparation of proposals. The criteria reflect the
    requirements for this solicitation.

\(b\) Overall, technical factors (also referred to as criteria) are
considered significantly more important than cost/price factors.

\(c\) Offerors should note these criteria:

-   serve as the standard against which all proposals will be evaluated,
    and

-   serve to identify the significant matters which should be addressed
    in all submitted proposals.

\(d\) The technical evaluation committee will rank all technical
proposals submitted using the criteria given in Section M.

\(e\) The prices of Offeror's Cost/Business Proposal will be evaluated
separately from technical proposals, based on Section M criteria.

## M.2 DETERMINATION OF THE COMPETITIVE RANGE AND CONTRACT AWARD 

The Government reserves the right to conduct discussions if the
Contracting Officer later determines them to be necessary. If the
Contracting Officer determines that the number of proposals that would
otherwise be in the competitive range exceeds the number at which an
efficient competition can be conducted, the Contracting Officer may
limit the number of proposals in the competitive range to the greatest
number that will permit an efficient competition among the most highly
rated proposals.

> The determination of the competitive range will be based upon those
> criteria/factors included in the Technical and Cost/Business
> Management Proposals.

\[Excerpt from FAR 15.306(c) entitled \"Competitive range\".\]

> \"(c) *Competitive range*. (1) Agencies must evaluate all proposals in
> accordance with 15.305(a), and, if discussions are to be conducted,
> establish the competitive range. Based on the ratings of each proposal
> against all evaluation criteria, the contracting officer will
> establish a competitive range comprised of all of the most highly
> rated proposals, unless the range is further reduced for purposes of
> efficiency pursuant to paragraph (c)(2) of this section.
>
> \(2\) After evaluating all proposals in accordance with 15.305(a) and
> paragraph (c)(1) of this section, the contracting officer may
> determine that the number of most highly rated proposals that might
> otherwise be included in the competitive range exceeds the number at
> which an efficient competition can be conducted. Provided the
> solicitation notifies Offerors that the competitive range can be
> limited for purposes of efficiency (see 52.215-1(f)(4)), the
> contracting officer may limit the number of proposals in the
> competitive range to the greatest number that will permit an efficient
> competition among the most highly rated proposals (10 U.S.C.
> 2305(b)(4) and 41 U.S.C. 253b(d)).
>
> \(3\) If the contracting officer, after complying with paragraph
> (d)(3) of this section, decides that an Offeror\'s proposal should no
> longer be included in the competitive range, the proposal will be
> eliminated from consideration for award. Written notice of this
> decision will be provided to unsuccessful Offerors in accordance with
> 15.503.
>
> \(4\) Offerors excluded or otherwise eliminated from the competitive
> range may request a debriefing (see 15.505 and 15.506).\"

**M.3 [CONTRACT AWARD AND BEST VALUE]{.underline}**

**[Tradeoff Analysis and Best Value Determination]{.underline}**

\(a\) In accordance with Section M of this Solicitation, award will be
made by the Contracting Officer to the responsible Offeror(s) whose
proposal(s), conforming to the Solicitation and considering the below
evaluation criteria, represent(s) the best overall value to the U. S.
Government. The evaluation criteria will be used by the Contracting
Officer as a guide in determining which proposals will present the
***best value*** to the Government. The tradeoff method will be utilized
under this procurement.

> \(b\) The Government may reject any or all proposals if such action is
> in the Government\'s interest.
>
> \(c\) The Government may waive informalities and minor irregularities
> in proposals received.
>
> \(d\) The Government intends to evaluate proposals and award a
> contract without discussions with Offerors (except clarifications as
> described in FAR 15.306(a). Therefore, the Offeror\'s initial proposal
> should contain the Offeror\'s best terms from a cost or price and
> technical standpoint. The Government reserves the right to conduct
> discussions if the Contracting Officer later determines them to be
> necessary.

4.  \(e\) Although technical evaluation rankings are significantly more
    important than cost factors, the closer the technical evaluations of
    the various proposals are to one another, the more important cost
    considerations become. The Contracting Officer may determine what a
    higher evaluation based on technical criteria might mean in
    performance and what it would cost the U.S. Government to take
    advantage of it. Conversely, if the Contracting Officer determines
    that competing cost proposals are essentially equal, technical
    rankings may become a determining factor in Offeror selection.

####### M.4 TECHNICAL EVALUATION CRITERIA

\(a\) Offerors will be evaluated on the basis of four factors: technical
approach; staffing; management and implementation plans; and
institutional capability and past performance. Proposals should present
information on each of these factors.

(b) Each technical proposal will be evaluated qualitatively and
    categorized as Outstanding, Very Good, Good, Marginal or
    Unacceptable in relation to the evaluation factors set forth in this
    solicitation. The following adjectives should be used as general
    guidance in assessing each technical criteria in paragraphs 1, 2, 3
    and 4 below, and the technical proposal as a whole:

OUTSTANDING

VERY GOOD

GOOD

MARGINAL

UNACCEPTABLE

**OUTSTANDING**. The proposal exceeds the fullest expectations of the
Government. The Offeror has convincingly demonstrated that the
evaluation requirements have been analyzed, evaluated, and should result
in an outstanding, effective, efficient, and economical performance
under the contract. An assigned rating within \"outstanding\" indicates
that, in terms of the specific factor (or subfactor), the proposal
demonstrates an "outstanding" understanding of the factor, contains
essentially no weaknesses, and exceeds the fullest expectations of the
Government.

**VERY GOOD**. The proposal demonstrates a level of effort that fully
meets the Evaluation's requirements and that this effort has produced,
or could produce, results which should prove to be substantially
beneficial to the project. The proposal may or may not have any
weaknesses. Fulfilling the definition of \"very good\" indicates that,
in terms of the specific factor (or subfactor), the proposal
demonstrates a level of effort that fully meets the Evaluation\'s
requirements and that this effort has produced, or could produce,
results which should prove to be substantially beneficial to the
project.

**GOOD**. The proposal meets the requirements. The proposal may contain
weaknesses and/or significant weaknesses that are correctable but no
deficiencies. An assigned rating of "good" indicates that, in terms of
the specific factor (or subfactor), the proposal demonstrates a "good"
understanding of the factor. If any weaknesses and/or significant
weaknesses are noted, they should not seriously affect the Offeror\'s
performance.

**MARGINAL**. The proposal demonstrates a shallow understanding of the
requirements and approach and marginally meets the minimum evaluation
standard. The proposal contains weaknesses and/or significant weaknesses
and may contain deficiencies. If deficiencies exist, they may be
correctable. A rating of \"marginal\" indicates that, in terms of the
specific factor (or subfactor), the proposal marginally meets the
standard for minimal but acceptable performance. The Offeror may
complete the assigned tasks; however, there is at least a moderate risk
that the Offeror will not be successful.

**UNACCEPTABLE**. The proposal fails to meet a minimum requirement or
contains a major deficiency or major deficiencies. The proposal is
incomplete, vague, incompatible, incomprehensible, or so incorrect as to
be unacceptable. The evaluator feels that the deficiency or deficiencies
is/are uncorrectable without a major revision of the proposal. The
assignment of a rating within the bounds of \"unacceptable\" indicates
that in terms of the specific factor (or subfactor) the proposal fails
to meet performance or capability standards. The specific factor to be
evaluated contains deficiencies.

\(c\) The primary technical evaluation criteria are listed below in
descending order of importance.

**[A. Technical Approach]{.underline}**

The Technical Approach will be evaluated on the overall merit
(creativity, clarity, analytical depth, state-of-the-art technical
knowledge, and responsiveness) and feasibility of the program approach
and strategies proposed to achieve the program\'s strategic objective,
results and sub-results. Within these general criteria, specific
elements of the technical approach that will be assessed are:

**1.** **Overall quality of proposed strategies, approaches, and
interventions**

-   The proposal demonstrates thorough understanding of the overall PSP
    statement of work, its strategic objective, and intermediate
    results.

-   The proposal reflects thorough understanding of current issues in
    RH/FP and integrates key cross-cutting themes (HIV/AIDS, youth,
    health sector reform, infectious diseases)

-   The proposal reflects the ability to synthesize and apply the
    lessons learned from past and current USAID agreements and other
    critical sources.

-   The proposal identifies appropriate strategies, mechanisms and
    activities for collaboration with other USAID partners, foundations
    and commercial sector organizations.

**2. Case Studies**

The responses to the case study questions will be evaluated against the
criteria listed above, as well as:

-   Proposed technical approaches are state-of-the-art and
    evidence-based, appropriate to the specific setting, and efficient
    in use of financial resources

-   When requested in the case study responses:

    1.  Implementation plans reflect a grasp of necessary steps to
        ensure rapid, effective start-up of program activities and to
        address challenges in implementation.

    2.  Implementation and management plans reflect a flexible,
        streamlined approach to responding to USAID's need for high
        quality technical assistance and field level programming.

    3.  Credible and realistic performance indicators are proposed that
        will demonstrate the outcomes and impacts most pertinent to the
        Bureau for Global Health's strategic objectives.

    4.  A plan is presented that clearly articulates how performance
        would be measured and reported regularly in a cost-effective and
        timely fashion, so as to facilitate aggregate results reporting
        by GH.

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-   Proposed activities reflect understanding of the diverse nature of
    relationships and partnerships that need to be fostered.

-   Adequate emphasis placed on scaling-up and achieving broad-based
    impact.

**B. [Staffing including Key Personnel]{.underline}**

**Proposed Project Director, key attributes:**

-   At least 7 years senior level experience with private sector
    programming in RH/FP in developing countries, or equivalent

-   A Master's degree, or above in business, public health, economics or
    a related area, or equivalent experience.

-   Demonstrated management, leadership and interpersonal skills.

-   Strong writing and oral presentation skills.

-   Experience living or working in a developing country.

> **Other Proposed Technical Personnel, key attributes:**

-   Proposed technical specialists have demonstrated technical and
    operational experience in the subject areas for which they are
    proposed.

-   Proposed technical experts have demonstrated commercial or
    non-governmental sector experience as described in C.5.b.

-   The range of technical areas listed in section C.5.b are covered by
    proposed technical specialists.

-   At least one proposed technical expert for each subject area is
    either a current employee or contingent hire of the Offeror

C.  **[Management and Implementation Plans]{.underline}**

-   Proposal provides an appropriate plan for responding to and managing
    task order requests, and for coordinating and managing activities of
    the Offeror and any subcontractors or other partners to ensure
    quality technical assistance is delivered.

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-   Proposal demonstrates appropriate systems to manage diverse
    activities soundly and at a reasonable cost in both global and
    country-specific contexts.

-   Proposal provides appropriate strategies or approaches for
    integrating PSP activities with those of other USAID-supported
    organizations, commercial sector entities or consortia,
    non-governmental organizations, foreign governments, and other
    development partners and demonstrate an appropriate plan for
    utilization of small business concerns in technical areas.

D.  **[Institutional Capability]{.underline}:**

-   The proposal demonstrates the Offeror's institutional capability,
    organizational systems and competence to creatively plan, implement,
    support, monitor and report on the range of activities outlined in
    this RFP.

-   Proposal demonstrates openness to non-traditional partners whose
    particular capabilities or approach might strengthen the overall
    capacity of the Offeror to accomplish the objective of PSP.

-   If the proposal includes sub-grantees or other partners, the
    combined expertise and experience of all partners will be
    complementary, not duplicative, in accomplishing the objective of
    PSP.

**E. PAST PERFORMANCE**

-   The Offeror has successfully managed and implemented a project of
    global scope and/or at least 10 national level projects in RH/FP or
    the broader health sector.

**M.5 COST EVALUATION**

The sample budget requested in Section L will be evaluated for

Reasonableness, allowability and allocability as well as cost

realism analysis but not scored. Even though cost is not scored, it

remains an important factor and will be considered as part of

the best value determination. The importance of

## cost as an evaluation factor will increase with the degree of equality

## of the proposals in relation to the remaining evaluation factors.

## M.6 CONTRACTING WITH SMALL BUSINESS CONCERNS AND DISADVANTAGED ENTERPRISES

USAID encourages the participation of small business concerns and
disadvantaged enterprises in this project, in accordance with FAR

Part 19 (48 CFR Chapter 1), and AIDAR Part 726 (48 CFR Chapter 7).
Accordingly, each offeror must identify and make use of such
organizations for technical expertise for no less than 15% of the total
value of each prime contract. For purposes of this solicitation, assume
that 15% of the value of each contract will be \$8,550,000. All
evaluation criteria being found equal, the participation of such
organizations may become a determining factor for selection.

## ATTACHMENT 1 IDENTIFICATION OF PRINCIPAL GEOGRAPHIC CODE NUMBERS

The USAID Geographic Code Book sets forth the official description of
all geographic codes used by USAID in authorizing or implementing
documents, to designate authorized source countries or areas. The
following are summaries of the principal codes:

\(a\) Code 000\--The United States: The United States of America, any
State(s) of the United States, the District of Columbia, and areas of
U.S.-associated sovereignty, including commonwealths, territories and
possessions.

\(b\) Code 899\--Any area or country, except the cooperating country
itself and the following foreign policy restricted countries:
Afghanistan, Libya, Vietnam, Cuba, Cambodia, Laos, Iraq, Iran, North
Korea, Syria and People\'s Republic of China.

\(c\) Code 935\--Any area or country including the cooperating country,
but excluding the foreign policy restricted countries.

\(d\) Code 941\--The United States and any independent country
(excluding foreign policy restricted countries), except the cooperating
country itself and the following: Albania, Andorra, Angola, Armenia,
Austria, Australia, Azerbaijan, Bahamas, Bahrain, Belgium, Bosnia and
Herzegovina, Bulgaria, Belarus, Canada, Croatia, Cyprus, Czech Republic,
Denmark, Estonia, Finland, France, Gabon, Georgia, Germany, Greece, Hong
Kong, Hungary, Iceland, Ireland, Italy, Japan, Kazakhstan, Kuwait,
Kyrgyzstan, Latvia, Liechtenstein, Lithuania, Luxembourg, Macedonia\*,
Malta, Moldova, Monaco, Mongolia, Montenegro\*, Netherlands, New
Zealand, Norway, Poland, Portugal, Qatar, Romania, Russia, San Marino,
Saudi Arabia, Serbia\*, Singapore, Slovak Republic, Slovenia, South
Africa, Spain, Sweden, Switzerland, Taiwan\*, Tajikistan, Turkmenistan,
Ukraine, United Arab Emirates, United Kingdom, Uzbekistan, and Vatican
City.

\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\--

\* Has the status of a \"Geopolitical Entity\", rather than an
independent country.

##  ATTACHMENT 2

##  USAID FORM 1420-17 - CONTRACTOR BIOGRAPHICAL DATA SHEET

##  ATTACHMENT 3 SF LLL - DISCLOSURE OF LOBBYING ACTIVITIES

##  ATTACHMENT 4 CERTIFICATE OF CURRENT COST AND PRICING DATA

This is to certify that, to the best of my knowledge and belief, cost or
pricing data (as defined in Section 15.801 of the Federal Acquisition
Regulation (FAR) and required under FAR subsection 15.804-2) submitted,
either actually or by specific identification in writing, to the
Contracting Officer or to the Contracting Officer\'s representative in
support of \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ are
accurate, complete, and current as of
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_.\*\*

FIRM:
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

NAME:
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

TITLE:
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

DATE OF EXECUTION:
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\* Identify the proposal, quotation, request for price adjustment, or
other submission involved, giving the appropriate identifying number
(e.g., RFP Number).

\*\* Insert the day, month, and year when price negotiations were
concluded and price agreement was reached.

\*\*\* Insert the day, month, and year of signing, which should be as
close as practicable to the date when price negotiations were concluded
and the contract price was agreed to.

ATTACHMENT 5 -- DD 254

The attached blank DD 254 "Department of Defense Contract Security
Classification Specification", including the attached supplemental
Security Guidance for Item 13, is incorporated into this contract.

<table>
<colgroup>
<col style="width: 4%" />
<col style="width: 22%" />
<col style="width: 3%" />
<col style="width: 1%" />
<col style="width: 3%" />
<col style="width: 2%" />
<col style="width: 2%" />
<col style="width: 2%" />
<col style="width: 1%" />
<col style="width: 0%" />
<col style="width: 4%" />
<col style="width: 4%" />
<col style="width: 1%" />
<col style="width: 3%" />
<col style="width: 10%" />
<col style="width: 16%" />
<col style="width: 5%" />
<col style="width: 4%" />
<col style="width: 4%" />
</colgroup>
<tbody>
<tr class="odd">
<td colspan="14"><strong>DEPARTMENT OF DEFENSE</strong></td>
<td colspan="5"><strong>1. CLEARANCE AND SAFEGUARDING</strong></td>
</tr>
<tr class="even">
<td colspan="14"><strong>CONTRACT SECURITY CLASSIFICATION
SPECIFICATION</strong></td>
<td colspan="5"><p>a. FACILITY CLEARANCE REQUIRED</p></td>
</tr>
<tr class="odd">
<td colspan="14"><p><em>(The requirements of the National Industrial
Security Program Operating Manual apply</em></p>
<p><em>to all aspects of this effort)</em></p></td>
<td colspan="5"><p>b. LEVEL OF SAFEGUARDING REQUIRED</p></td>
</tr>
<tr class="even">
<td colspan="11"><strong>2. THIS SPECIFICATION IS FOR: <em>(X and
complete as applicable)</em></strong></td>
<td colspan="8"><strong>3. THIS SPECIFICATION IS: <em>(X and complete as
applicable)</em></strong></td>
</tr>
<tr class="odd">
<td></td>
<td colspan="10">a. PRIME CONTRACT NUMBER</td>
<td></td>
<td colspan="4">a. ORIGINAL <em>(Complete date in all cases)</em></td>
<td colspan="3">Date <em>(YYMMDD)</em></td>
</tr>
<tr class="even">
<td></td>
<td colspan="10">     </td>
<td></td>
<td colspan="4">     </td>
<td colspan="3">     </td>
</tr>
<tr class="odd">
<td></td>
<td colspan="10">b. SUBCONTRACT NUMBER</td>
<td></td>
<td colspan="3"><p>b. REVISED <em>(Supersedes</em></p>
<p><em>all previous specs)</em></p></td>
<td>Revision No.</td>
<td colspan="3">Date <em>(YYMMDD)</em></td>
</tr>
<tr class="even">
<td></td>
<td colspan="10">     </td>
<td></td>
<td colspan="3">     </td>
<td>     </td>
<td colspan="3">     </td>
</tr>
<tr class="odd">
<td></td>
<td colspan="2">c. SOLICITATION OR OTHER NUMBER</td>
<td colspan="8">Due Date <em>(YYMMDD)</em></td>
<td></td>
<td colspan="4">c. FINAL <em>(Complete Item 5 in all cases)</em></td>
<td colspan="3">Date <em>(YYMMDD)</em></td>
</tr>
<tr class="even">
<td></td>
<td colspan="2">     </td>
<td colspan="8">     </td>
<td></td>
<td colspan="4">     </td>
<td colspan="3">     </td>
</tr>
<tr class="odd">
<td colspan="2"><strong>4. IS THIS A FOLLOW-ON CONTRACT?</strong></td>
<td colspan="2"></td>
<td colspan="2">YES</td>
<td colspan="2"></td>
<td colspan="11">NO. If Yes complete the following</td>
</tr>
<tr class="even">
<td colspan="19">Classified material received or generated under
<u>     </u> <em>(Preceding Contract Number)</em> is transferred to this
follow-on contract</td>
</tr>
<tr class="odd">
<td colspan="2"><strong>5. IS THIS A FINAL DD FORM 254?</strong></td>
<td colspan="2"></td>
<td colspan="2">YES</td>
<td colspan="2"></td>
<td colspan="11">NO. If Yes complete the following</td>
</tr>
<tr class="even">
<td colspan="19">In response to the contractor's request dated
<u>     </u> , retention of the identified classified material is
authorized for the period of <u>     </u> .</td>
</tr>
<tr class="odd">
<td colspan="19"><strong>6. CONTRACTOR <em>(Include Commercial and
Government Entity ( CAGE) Code)</em></strong></td>
</tr>
<tr class="even">
<td colspan="9"><strong>a. NAME, ADDRESS, AND ZIP CODE</strong></td>
<td colspan="4"><strong>b. CAGE CODE</strong></td>
<td colspan="6"><strong>c. COGNIZANT SECURITY OFFICE <em>(Name, Address,
and Zip Code)</em></strong></td>
</tr>
<tr class="odd">
<td colspan="9">     </td>
<td colspan="4">     </td>
<td colspan="6">     </td>
</tr>
<tr class="even">
<td colspan="19"><strong>7. SUBCONTRACTOR</strong></td>
</tr>
<tr class="odd">
<td colspan="9">a. NAME, ADDRESS, AND ZIP CODE</td>
<td colspan="4">b. CAGE CODE</td>
<td colspan="6">c. COGNIZANT SECURITY OFFICES <em>( Name, Address, and
Zip Code)</em></td>
</tr>
<tr class="even">
<td colspan="9">     </td>
<td colspan="4">     </td>
<td colspan="6">     </td>
</tr>
<tr class="odd">
<td colspan="19"><strong>8. ACTUAL PERFORMANCE</strong></td>
</tr>
<tr class="even">
<td colspan="9">a. LOCATION</td>
<td colspan="4">b. CAGE CODE</td>
<td colspan="6">c. COGNIZANT SECURITY OFFICE <em>(Name, Address, and Zip
Code)</em></td>
</tr>
<tr class="odd">
<td colspan="9">     </td>
<td colspan="4">     </td>
<td colspan="6">     </td>
</tr>
<tr class="even">
<td colspan="19"><strong>9. GENERAL IDENTIFICATION OF THIS
PROCUREMENT</strong></td>
</tr>
<tr class="odd">
<td colspan="19">     </td>
</tr>
<tr class="even">
<td colspan="5"><strong>10. THIS CONTRACT WILL REQUIRE ACCESS
TO:</strong></td>
<td colspan="2">YES</td>
<td colspan="3">NO</td>
<td colspan="7"><strong>11. IN PERFORMING THIS CONTRACT, THE CONTRACTOR
WILL:</strong></td>
<td>YES</td>
<td>NO</td>
</tr>
<tr class="odd">
<td colspan="5"><p>a. COMMUNICATIONS SECURITY (COMSEC)</p>
<p>INFORMATION</p></td>
<td colspan="2"></td>
<td colspan="3"></td>
<td colspan="7">a. HAVE ACCESS TO CLASSIFIED INFORMATION ONLY AT ANOTHER
CONTRACTOR’S FACILITY OR A GOVERNMENT ACTIVITY</td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td colspan="5">b. RESTRICTED DATA</td>
<td colspan="2"></td>
<td colspan="3"></td>
<td colspan="7">b. RECEIVE CLASSIFIED DOCUMENTS ONLY</td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td colspan="5">c. CRITICAL NUCLEAR WEAPON DESIGN INFORMATION</td>
<td colspan="2"></td>
<td colspan="3"></td>
<td colspan="7">c. RECEIVE AND GENERATE CLASSIFIED MATERIAL</td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td colspan="5">d. FORMERLY RESTRICTED DATA:</td>
<td colspan="2"></td>
<td colspan="3"></td>
<td colspan="7">d. FABRICATE, MODIFY, OR STORE CLASSIFIED HARDWARE</td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td colspan="5">e. INTELLIGENCE INFORMATION:</td>
<td colspan="2"></td>
<td colspan="3"></td>
<td colspan="7">e. PERFORM SERVICES ONLY</td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td colspan="5">(1) Sensitive Compartmented Information (SCI)</td>
<td colspan="2"></td>
<td colspan="3"></td>
<td colspan="7">f. HAVE ACCESS TO U.S. CLASSIFIED INFORMATION OUTSIDE
THE U.S., PUERTO RICO, U.S. POSSESSIONS AND TRUST TERRITORIES</td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td colspan="5">(2) Non-SCI</td>
<td colspan="2"></td>
<td colspan="3"></td>
<td colspan="7">g. BE AUTHORIZED TO USE THE SERVICES OF DEFENSE
TECHNICAL INFORMATION CENTER (DTIC) OR OTHER SECONDARY DISTRIBUTION
CENTER</td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td colspan="5">f. SPECIAL ACCESS INFORMATION</td>
<td colspan="2"></td>
<td colspan="3"></td>
<td colspan="7">h. REQUIRE A COMSEC ACCOUNT</td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td colspan="5">g. NATO INFORMATION</td>
<td colspan="2"></td>
<td colspan="3"></td>
<td colspan="7">i. HAVE A TEMPEST REQUIREMENT</td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td colspan="5">h. FOREIGN GOVERNMENT INFORMATION</td>
<td colspan="2"></td>
<td colspan="3"></td>
<td colspan="7">j. HAVE OPERATIONS SECURITY (OPSEC) REQUIREMENTS</td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td colspan="5">i. LIMITED DISSEMINATION INFORMATION</td>
<td colspan="2"></td>
<td colspan="3"></td>
<td colspan="7">k. BE AUTHORIZED TO USE THE DEFENSE COURIER SERVICE</td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td colspan="5">j. FOR OFFICIAL USE ONLY INFORMATION</td>
<td colspan="2"></td>
<td colspan="3"></td>
<td colspan="7">l. OTHER <em>(Specify).</em></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td colspan="5"><p>k. OTHER <em>Specify)</em></p>
<p>     </p></td>
<td colspan="2"></td>
<td colspan="3"></td>
<td colspan="7">     </td>
<td></td>
<td></td>
</tr>
</tbody>
</table>

**DD Form 254, DEC 90** *Previous editions are obsolete*

<table>
<colgroup>
<col style="width: 3%" />
<col style="width: 4%" />
<col style="width: 11%" />
<col style="width: 4%" />
<col style="width: 11%" />
<col style="width: 22%" />
<col style="width: 4%" />
<col style="width: 11%" />
<col style="width: 8%" />
<col style="width: 3%" />
<col style="width: 4%" />
<col style="width: 3%" />
<col style="width: 5%" />
</colgroup>
<tbody>
<tr class="odd">
<td colspan="13"><p><strong>12. PUBLIC RELEASE</strong>. Any information
<em>(classified or unclassified)</em> pertaining to this contract shall
not be released for public dissemination except as provided by the
National Industrial</p>
<p>Security Operating Manual or unless it has been approved for public
release by appropriate U.S. Government authority. Proposed public
release shall be submitted for approval prior to release</p></td>
</tr>
<tr class="even">
<td></td>
<td></td>
<td>Direct</td>
<td></td>
<td colspan="9">Through <em>(Specify):</em></td>
</tr>
<tr class="odd">
<td colspan="13">     </td>
</tr>
<tr class="even">
<td colspan="13"><p>to the Directorate for Freedom of Information and
Security Review, Office of the Assistant Secretary of Defense (Public
Affairs)* for review.</p>
<p>*In the case of non-DoD User Agencies, requests for disclosure shall
be submitted to that agency.</p></td>
</tr>
<tr class="odd">
<td colspan="13"><strong>13. SECURITY GUIDANCE.</strong> The security
classification guidance needed for this effort is identified below. If
any difficulty is encountered in applying this guidance or if any other
contributing factor indicates a need for changes in this guidance, the
contractor is authorized and encouraged to provide recommended changes:
to challenge the guidance or classification assigned to any information
or material furnished or generated under this contract; and to submit
any questions for interpretation of this guidance to the official
identified below. Pending final decision, the information involved shall
be handled and protected at the highest level of classification assigned
or recommended. <em>(Fill in as appropriate for the classified effort.
Attach, or forward under separate correspondence, any
document/guides/extracts referenced herein. Add additional pages as
needed to provide complete guidance.</em></td>
</tr>
<tr class="even">
<td colspan="13">     </td>
</tr>
<tr class="odd">
<td colspan="9"><strong>14. ADDITIONAL SECURITY REQUIREMENTS.</strong>
Requirements, in addition to ISM requirements, are established for this
contract. <em>(If Yes, identify the pertinent contractual clauses in the
contract document itself, or provide an appropriate statement which
identifies the additional requirements. Provide a copy of the
requirements to the cognizant security office. Use Item 13 if additional
space is needed.)</em></td>
<td></td>
<td>Yes</td>
<td></td>
<td>No</td>
</tr>
<tr class="even">
<td colspan="13">     </td>
</tr>
<tr class="odd">
<td colspan="9"><strong>15. INSPECTIONS.</strong> Elements of this
contract are outside the inspection responsibility of the cognizant
security office. <em>(If Yes, explain and identify specific areas or
elements carved out and the activity responsible for inspections. Use
Item 13 if additional space is needed.</em></td>
<td></td>
<td>Yes</td>
<td></td>
<td>No</td>
</tr>
<tr class="even">
<td colspan="13">     </td>
</tr>
<tr class="odd">
<td colspan="13"><strong>16. CERTIFICATION AND SIGNATURE. Security
requirements stated herein are complete and adequate for safeguarding
the classified information to be released or generated under this
classified effort. All questions shall be referred to the official named
below.</strong></td>
</tr>
<tr class="even">
<td colspan="5"><p>a. TYPED NAME OF CERTIFYING OFFICIAL</p>
<p>     </p></td>
<td colspan="3"><p>b. TITLE</p>
<p>     </p></td>
<td colspan="5"><p>c. TELEPHONE <em>(Include Area Code)</em></p>
<p>     </p></td>
</tr>
<tr class="odd">
<td colspan="6">d. ADDRESS <em>(Include ZIP Code)</em></td>
<td colspan="7"><strong>17. REQUIRED DISTRIBUTION</strong></td>
</tr>
<tr class="even">
<td colspan="6">     </td>
<td></td>
<td colspan="6">a. CONTRACTOR</td>
</tr>
<tr class="odd">
<td colspan="6">     </td>
<td></td>
<td colspan="6">b. SUBCONTRACTOR</td>
</tr>
<tr class="even">
<td colspan="6"><strong>     </strong></td>
<td></td>
<td colspan="6">c. COGNIZANT SECURITY OFFICE FOR PRIME AND
SUBCONTRACTOR</td>
</tr>
<tr class="odd">
<td colspan="6">e. SIGNATURE</td>
<td></td>
<td colspan="6">d. U.S. ACTIVITY RESPONSIBLE FOR OVERSEAS SECURITY
ADMINISTRATION</td>
</tr>
<tr class="even">
<td colspan="6"></td>
<td></td>
<td colspan="6">e. ADMINISTRATIVE CONTRACTING OFFICER</td>
</tr>
<tr class="odd">
<td colspan="6"></td>
<td></td>
<td colspan="6">f. OTHERS AS NECESSARY</td>
</tr>
</tbody>
</table>

**DD Form 254 Reverse, DEC 90**

[^1]: All references to reproductive health, reproductive health care
    and reproductive health services in this RFP refer to voluntary
    family planning and any combination of: HIV/AIDS-related counseling,
    services and care; maternal/newborn services; counseling and
    treatment for sexually transmitted infections; post-abortion care
    and elimination of female genital cutting; and specifically exclude
    provision or promotion of induced abortion services.

[^2]: Armand, Francoise. Choosing a Social Marketing Model for Product
    Based Reproductive Health Programs. Commercial Market Strategies
    Project, forthcoming (February 2003 draft).

[^3]: *World Population Prospects 2000 Revision.* New York: United
    Nations Population Division, 2000.

[^4]: *Securing Contraceptive Supplies: Meeting the Challenge.* Interim
    Working Group on Reproductive Health Commodity Security, April 2001.

[^5]: Ross, John, John Stover and Amy Willard, Profiles for Family
    Planning and Reproductive Health Programs: 116 Countries, The
    Futures Group International, 1999.

[^6]: Mills, Anne et al, What Can Be Done About The Private Health
    Sector In Developing Countries? Bulletin of the World Health
    Organization 2002, 80 (4), p.325.

[^7]: Private providers may include doctors, nurses, midwives,
    pharmacists, shopkeepers, drug sellers as well as NGO clinics
    providing health services.

[^8]: Hanson and Berman, 1998

[^9]: Mills, Anne et al, 2002.

[^10]: Waters, Hugh, Laurel Halt and Henrik Axelson, Working with the
    Private Sector for Child Health. World Bank HNP Discussion Paper,
    June 2002.

[^11]: Murray, Nancy, Leanne Dougherty, Lindsay Stewart & Kathleen Buek.
    Are Adolescents and Young Adults More Likely Than Older Women to
    Choose Commercial and Private Sector Providers of Modern
    Contraception? The Futures Group, forthcoming (February 2003 Draft).

[^12]: UNAIDS, as quoted in Plumley, B. and Dadd C, Beyond the
    Workplace: Business Participation in the Multi-sectoral Response to
    HIV/AIDS, the XIV International Conference on AIDS, Barcelona, July
    2002.

[^13]: PVO: A U.S.-based non-profit organization which is engaged in
    international development. NGO: A non-U.S.-based non-profit
    organization engaged in international development or research.