| USAID
SEGIR Macroeconomic II IQC: Section C—
Contract Description/Specifications/Statement
of Work
C.1. Overview
USAID's goal is to help countries achieve broad-based economic
growth on a sustainable basis. This is because broad-based,
equitable economic growth is the most effective means of
bringing poor, disadvantaged, and marginalized groups into
the mainstream on a sustainable basis and reducing poverty.
Key to achieving broad-based equitable economic growth are
the following factors: (1) human capacity continuously expanded
and renewed by education and training; (2) a policy environment
that promotes efficiency and economic opportunity for all
members of society; (3) soundly organized and managed institutions;
and (4) good governance. The result of their joint operation
is widespread increases in country's income, higher wage
employment and output, leading to reduced poverty, increased
food security and higher standards of living including better
health and education. For transitional countries, broad-based
economic growth offers the best chance to for them to enhance
political stability as they transform their economies in
to market- and private enterprise based ones.
USAID's goal of broad-based economic growth focuses
on three objectives: (1) expansion and strengthening of
critical private markets; (2) enhanced agricultural development
and food security; and (3) expanded access to economic opportunity
for the rural and urban poor.
Within this overall context, the Agency's Bureau for Economic
Growth, Agriculture & Trade (EGAT) is dedicated to promoting
prosperity and reducing poverty in developing and transition
countries. EGAT's goals are to raise incomes, end hunger,
protect the environment, and equip institutions and people
with the knowledge and skills to build equitable and sustainable
economies and societies. One important mechanism for achieving
these goals is the Support for Economic Growth and Institutional
Reform (SEGIR) project. SEGIR, an efficient and effective
multi-tasking delivery mechanism for encouraging economic
growth, was established in 1995.
The SEGIR project operates by means of five sets of multiple
year Indefinite Quantity Contracts (IQCs) that enable the
Agency to combine direct-hire and contracted resources to
provide technical and Mission Services in its 5 component
areas. SEGIR encompasses mutually reinforcing research and
technical support activities that can realize economies
of scale and greater efficiency in responding to technical
needs within USAID, particularly in the field.
The five original SEGIR IQC's are approaching their expiration
dates. To continue and build on the work accomplished under
them, USAID is competing a series of follow-on IQC's.
The five SEGIR IQC component areas are the following:
- Macroeconomic Policy, Poverty Alleviation and Economic
Institutions and Analysis;
- Privatization;
- Financial Services;
- General Business Development and Trade and Investment;
and
- Legal and Institutional Reform.
C.2. The SEGIR Macroeconomic Policy
I IQC
SEGIR Macroeconomic Policy I task orders have been issued
for work in a broad range of countries and administrative
areas, including the following: Afghanistan, Bosnia, Egypt,
Georgia, Guatemala, India, Indonesia, Jordan, Kazakhstan,
Kosovo, Kyrgyzstan, Macedonia, Nigeria, Russia, Senegal,
Serbia, Ukraine.
A number of A.I.D. Bureaus have also used the SEGIR Macroeconomic
Policy IQC. These Bureaus include, the Bureau for Africa
(AFR), the Bureau for Asia and the Near East (ANE), The
Bureau for Economic Growth, Agriculture and Trade (EGAT),
and the Bureau for Policy and Program Coordination (PPC).
Technical areas(subject areas) in which work was done under
the SEGIR Macroeconomic Policy IQC included: fiscal reform,
tax administration in El Salvador, Macedonia, Serbia, Ukraine,
India, Guatemala; budgetary policy and management in Nigeria,
El Salvador; poverty-reduction and related in Jordan, Zambia,
Senegal, and for PPC, EGAT, monetary reform in Bosnia and
Afghanistan, economics training in Russia, think tank networking
in Russia, environmental economics for ANE, regional economic
integration in West Africa.
The distribution of demand among subject categories for
services for SEGIR Macro II is anticipated to be much the
same as that for SEGIR although past experience does not
guarantee that this will be the case and Offerors should
be prepared, by appropriate choice of proposed contractors,
to meet demand in any of the categories.
Task orders by topic under SEGIR Macroeconomic Policy I
by percentage share of total dollar value of task orders
and by percentage share of total number of task orders.
SEGIR Macroeconomic Policy I Task Orders
| |
|
% of Total Task Order |
| |
|
(Number) |
(Value) |
|
1 |
Macroeconomic Policy
incl. Both Tax & Budget Elements |
35 |
11 |
| 2 |
Fiscal - Tax Policy & Tax Administration |
34 |
25 |
|
3 |
Budget Policy &
Administration |
3 |
7 |
| 4 |
Money and Banking |
9 |
7 |
|
5 |
Poverty Alleviation,
Analysis, Strategies |
5 |
17 |
| 6 |
Economic Policy Education, Institutions |
8 |
7 |
|
7 |
Environmental /
Energy Sector |
4 |
6 |
| 8 |
Trade, Economic Integration |
2 |
3 |
|
9 |
Misc. |
<1 |
16 |
C.3. The SEGIR Macroeconomic Policy
II IQC
USAID has several overlapping objectives in establishing
the SEGIR Macroeconomic Policy, Poverty Alleviation and
Economic Institutions and Analysis II (The Macroeconomic
Policy II IQC) IQC.
- USAID's primary objective is in establishing this follow-on
IQC is to empower missions to engage in economic policy
and institutions reform projects by enabling them to procure
short- and long-term services through a structured and
easy-to-use procurement system.
- The Macroeconomic Policy II IQC seeks to build upon
the work completed under the original SEGIR Macroeconomic
Policy IQC, Macroeconomic Policy, Poverty Alleviation
and Economic Institutions and Analysis I, accumulating
the intellectual and technical resources necessary to
better understand, and thereby help overcome, economic
policy and institutional constraints to economic growth
experienced by developing countries.
- With this follow-on SEGIR Macroeconomic Policy IQC,
as with its predecessor IQC, USAID hopes to achieve economies
of scale in its response to the technical assistance demands
of developing countries (as communicated through USAID
missions worldwide).
- Finally, USAID seeks to advance state-of-the-art practice
within the international donor community by making contributions
to development theory. As the knowledge management function
is a core component of the Macroeconomic Policy II IQC,
each successful offeror will be making a long term commitment
to cooperating with USAID and other Macroeconomic Policy
II IQC contractors to advancing development theory and
practice, as detailed more clearly below.
Technical Leadership
Technical leadership focuses on strategies to alleviate
poverty, to graduate key transitional countries from aid
to trade, to promote open and competitive markets, to combine
macroeconomic stability with rapid economic growth and poverty
reduction, and to develop private funding sources for development
assistance.
Technical leadership is an ideal that will be realized
only if SEGIR Macroeconomic Policy II IQC contractors work
together with each other and with USAID as collaborative
partners. This involves honest scrutiny of both successes
and failures in the provision of technical assistance. At
a minimum, this means that each Contractor will be expected
to make important contributions to knowledge management.
This will take the form of making documents and deliverables
available for posting on websites, participating at regular
meetings and briefings initiated by USAID, and independently
developing better ways of administering Macroeconomic Policy
II activities.
Mission Services
The SEGIR Macroeconomic Policy IQC will fulfill its Mission
Services mandate by developing and maintaining a competitively
determined roster of eligible firms and subcontractors.
Macroeconomic Policy II IQC contractors will be expected
to provide a full range of services in such areas as macroeconomic
policy, tax and budget policy and management, public finance,
money and banking, central banking, regulatory policy, poverty
analysis, trade and exchange rate policy, economics training,
institutional reform and strengthening, sector analysis
and policy, and environmental economics. Such services are
not to be limited to USAID Missions abroad; they are also
to be provided to USAID/W bureaus.
C.3.1 SEGIR Macroeconomic Policy
II IQC
This second-generation set of 5-year Macroeconomic Policy,
Poverty Alleviation, and Economic Institutions and Analysis
IQCs is designed to replace the first-generation one, which
was launched in the summer of 2000 to replace the Consulting
Assistance for Economic Reform (CAER) tasking mechanism
and other economics IQC instruments of the 1990's.
USAID Missions' demand for macro economic and sector policy
economic advisory, implementation and training services
and related commodity procurements and grant administration
tasks accessed through the SEGIR mechanism derives from
a continuing and wide-spread need by developing and transition
countries for high quality technical advisory and training
services in the economic policy and economics institutions
building/reform area. Better understanding of macro and
sector economic analysis, policy and institutions is needed
in these countries to provide policy environments and strategies
favorable to sustainable broad-based economic growth. While
overall macroeconomic policy environments in many countries
have improved in recent years, in most cases much still
remains to be done to improve economic policies and institutions
to achieve sustainable rapid economic growth and reductions
in poverty.
Certainly, in recent years openness of trade regimes has
continued to increase, along with understanding of the benefits
of increased participation in the global economy, and recognition
of the disadvantages of protectionism. Receptivity to and
support for market-and private sector based solutions are
more widespread in part because of the impression made worldwide
by Soviet Union successor states' and East European countries'
abandonment of the central planning model a decade ago.
But issues of the pace, timing and sequence of reforms of
policies and economic institutions have remained largely
unresolved and often controversial. Economic crises in a
wide range of economies have highlighted the importance
of sound macroeconomic and sector policies--manageable fiscal
deficits, realistic and flexible exchange rates, and efficient,
well-regulated financial sectors.
Without a firm macroeconomic level policy footing and well-thought
out sector policies, countries can neither hope to attract
nor to get allocated efficiently the private sector capital
they need to sustain accelerated long-term economic growth.
In today's world, economic policy, institutions, and government's
role in providing the prerequisites for the market economy
to function well to produce equitable sustainable economic
growth are a central concern for countries pursuing pro-poor
sustainable economic growth. How to help such countries
bring about the improvements they need in their economic
policies, institutions, and analytical capabilities is of
concern to development institutions such as USAID that seek
to support them effectively in this endeavor.
The past few years' experience with economic policy reforms
and institutions affords new insights into the economic
policy, institutional and analytical capacity needs of developing
and transition countries and development organizations.
The severe financial crisis experienced by East Asia's highly
open economies in the late 1990's has been interpreted as
following governments' over-involvement and control in the
credit allocation process. But the crisis has also been
seen as signaling the need for establishing sound and strong
regulatory frameworks to assure good governance and prudential
behavior of such institutions and their clients. Prior to
the financial markets surprises of 1997, it had seemed for
some reason not to matter that financial institutions might
be not well regulated nor prudential norms not well established
and clearly observed. As a result of the crisis, a much
greater amount of attention, it was quickly concluded, to
how a country's economic institutions functioned was in
order—at least East Asia—and presumably elsewhere—than
conventional wisdom had previously had thought necessary.
Tax systems and trade regimes are areas of concern throughout
the developing world. A sustainable and efficient basis
for public sector acquisition of resources to support the
provision of needed public goods is sadly lacking in many
places. Revenue shortfalls compromise the governance process,
tend to undermine monetary discipline and pull (or crowd,
if one likes to put it that way) resources out of the private
sector. Ineffectual fiscal systems slow the modernization
of the state, preclude effective social safety nets, and
inhibit political willingness to accept market discipline,
and encourage anti-market policies. Improved export performance
is widely seen as the principal means of speeding up economic
growth in most developing countries, and, therefore, a reason
for them to demand better access to developed country markets
for their goods and services, but many of these countries
continue to be characterized by import restrictions, export
subsidies, exchange rate problems, and unfair competitive
practices.
Overall, in spite of problems of adjustment to policy changes,
developing countries are showing increasing acceptance of
the superiority of basic free market policies complemented
by a clearly defined and effective regulatory framework
and sound macroeconomic and sector policies and institutions.
Nevertheless, macroeconomic and sector management problems
continue to loom as major impediments to sustainable economic
growth and poverty reduction in countries throughout the
world. Thus the need for solid policy analysis and related
technical assistance remains strong in USAID program countries.
C.3.1.(a) Objectives
The Macroeconomic component addresses the SEGIR objectives
as they relate to macroeconomic and sector policies. This
refers to the complex of government strategies, objectives,
and actions intended to affect aggregate or sector economic
variables. Macroeconomic and sector policies encompass (non-exclusively)
the areas of:
- Money and banking policy, including the operations
of the central bank and any other monetary authorities.
- Fiscal policy, including all aspects of public revenue
generation and expenditure; and encompassing planning,
budgeting, and fiscal operations at national and subnational
levels.
- The trade/exchange rate policy, including tariffs,
non-tariff barriers to trade, capital transfers, anti-dumping/countervailing
duties, foreign debt, free trade areas, customs unions,
World Trade Organization accession, and trade openness.
- National income accounting, measurement and analysis
of aggregate economic data, and national development strategy
and macro- level economic planning.
- Policy-related studies of key economic sectors--including
policy and regulatory frameworks, key pricing and investment
issues, planning and analysis. Labor, energy, telecommunications,
transportation and other key sectors are of particular
concern owing to their importance to aggregate economic
performance. Economic aspects of environmental policies
are also included.
- Analysis and recommendations on poverty, income distribution,
regional disparities, safety nets, and equity concerns,
and their relation to macroeconomic and/or sector policy/ies,
aggregate economic performance, and design and implementation
of pro-poor economic growth strategies.
- Other areas of economics are also relevant, at the
aggregate or sector level to the extent that they affect
employment, productivity, production, consumption, savings,
and living standards.
The objective of this contract is to provide USAID entities
and host government counterpart organizations with the ability
to task leading thinkers, practitioners, and research organizations
across the full range of macroeconomic and sector policy
issues.
Macroeconomic and other economic expertise under this contract
will:
- Position USAID to provide sound developmental policy
advice and take a leadership role in fostering a better
understanding of macroeconomic and sector policy issues.
- Support USAID efforts to assist host countries in the
design and implementation of economic and structural reform
programs, and the elements of such programs.
C.3.1.(b) SEGIR Macroeconomic Outputs
SEGIR goals will include these outputs:
- Core research on priority technical, policy and strategic
issues, and applied research to meet specific, contextually
defined requirements of countries, regions or sub-regions.
- Information dissemination through seminars, workshops,
conferences, and working papers, and other means;
- Customized strategic and tactical development approaches;
- Technical advice and implementation support to USAID
regional bureaus, field missions, and host country officials
on all aspects of relevant macroeconomic and sector policies;
- Training of USAID and host-country decision-makers
and technical personnel in the design and implementation
of economic policy and institutional reforms; and,
- Long-term, in-country coordination and management of
field activities under the SEGIR mechanism.
C.4 Statement of Work (SOW)
Primary Tasks:
Contractor duties shall include, but not be limited to,
the provision of technical and advisory services, training,
research, and other services to USAID missions and offices,
and their clients, through the execution of performance-based
(as defined in section C.6, "Standards of Performance"
of this contract) task orders. The Contractor shall:
- cooperate and coordinate with on-going Mission and
Bureau activities on macroeconomic policy and related
reforms in host countries as well as those on a global
or regional basis;
- assure that the expertise assigned is appropriate to
the needs of the task order and that the contract resources
are used in a cost-effective manner;
- work closely with key Government, private sector, non-government
and private voluntary organizations, and financing institutions,
and utilize local expertise as appropriate;
- work closely with representatives of development assistance
institutions to harmonize policies they are pursuing in
allocating and coordinating assistance; and
- cooperate with and coordinate activities, under guidance
of the IQC Cognizant Technical Officer (otherwise referred
to as IQC Component CTO), or the IQC CTO's designee with
emerging USAID global initiatives as they are defined.
(Note: See Section G of this Solicitation for distinction
between Contracting Officer (CO) & Cognizant Technical
Officer (CTO).
The Contractor shall provide technical and advisory services,
training and/or research services in the activity areas
listed in C.3, as specified in each Task Order.
Knowledge Management
SEGIR IQC Contractors are reminded that the U.S. Government
retains rights in data produced and/or delivered under this
Contract. See FAR 52.227-14, Rights in data—general.
USAID desires to advance technical leadership in each of
the relevant SEGIR component specialty fields. Therefore,
it is imperative that SEGIR IQC Contractors cooperate with
one another and with USAID by sharing the knowledge and
know-how created through task orders.
The promotion of knowledge management will be enabled through
mechanisms more fully described in Section F. These mechanisms
consist of Reporting Requirements (Section F.7); creation
of websites for technical leadership (Section F.7); submission
of Development Experience Documentation to CDIE (See Section
F.8); and participation in Quarterly and Annual Review Meetings
(Section F.9).
Mission Services
- Provide technical and advisory services, training,
or research services in the activity areas listed in C.3,
as specified in each Task Order.
- Work closely with representatives of development assistance
institutions to harmonize policies they are pursuing in
allocating and coordinating assistance.
- Partner and/or sub-contract with local resource organizations
on an as needed basis (governmental, NGOs and private
companies). Develop local capacity for administering and
implementing changes in the legal and institutional framework.
- Work closely with key government, private sector, non-government,
and private voluntary organizations, and utilize local
expertise, as appropriate.
Technical Services
- Institutional Development through Small Grants Management.
The Contractor should have the administrative ability
to make grants available for institutional capacity building.
Such grants would generally be limited to administrative
and start-up costs; participating organizations would
be expected to provide a portion of their costs from their
own resources. In this regard, the Contractor may be required
to execute and/or administer grants under awarded task
orders.
- Administration of Grant and Loan Programs. Many Missions
have requested contractor assistance in the many tasks
of setting up and operating USAID-funded grant and loan
problems. The previous SEGIR/Macroeconomic Policy IQC
had this capability and it will be continued under the
SEGIR Macroeconomic Policy II IQC. The Contractor may
be called upon to furnish technical assistance to administer
USAID funded grant and loan programs.
- Grant and Loan Capitalization Funds through the SEGIR/Macroeconomic
Policy II Contract.
- Going beyond the administration of grant and loan programs,
Missions and Bureaus have increasingly requested to use
the SEGIR mechanism to obligate funds to the Contract
to serve to capitalize USAID loan and grant programs.
There was no provision for such a capitalization fund
under the former SEGIR/Macroeconomic Policy IQC. SEGIR
Macroeconomic Policy II will allow the obligation of capital
funds under the Contract for loan and grant programs.
- Sub-contracting Ability with Local Resource Organizations.
Increasingly, Missions and Bureaus have requested that
SEGIR/MACRO Contractors be able to provide support to and
to assist institutional partners in the field to achieve
certain strategic objectives. Examples of these local institutional
partners might include bar associations, professional and
business associations, local consultancies, non-governmental
organizations and other organizations. SEGIR/MACRO Contractors
will have the capacity to sub-contract and partner with
these local organizations as required.
C.5. Description of Technical Services
C.5.(a) Technical Areas
The Contractor must have the capacity to provide research,
technical assistance, and/or training in the areas discussed
below to USAID's pillar bureaus, USAID field missions, Africa
(AFR), Europe and the Eurasia (E&E), Latin America and
the Caribbean (LAC), and Asia and the Near East (ANE ) Regional
Bureaus, other operating units, and host country institutions
(public sector, NGO, and private sector).
- MONETARY POLICY, BANKING AND CENTRAL BANK OPERATIONS.
This includes credit and interest rate issues, measurement
and control of key monetary aggregates; structure of the
banking system and its regulatory framework; structure
and operation of the payments system, and capital market
development, structure; and operations including international
financial flows.
- FISCAL POLICY. This includes all aspects of public
finance and expenditure; e.g., tax policy and administration
at all governmental levels; budget and revenue policy,
fiscal and debt management, and operations at all governmental
levels; subsidies; tax/revenue forecasting and projections;
intergovernmental fiscal relations; public expenditure
reviews and training in all of the above.
- TRADE AND EXCHANGE RATE POLICY. This includes analysis,
recommendations and training with respect to all policy
aspects of trade and exchange rate regimes:
- tariff policy and schedules,
- non-tariff barriers
- exchange rate policy
- balance of payments projections and forecasting
- capital transfers, and international borrowing
- trade trends and WTO related matters
- customs unions, free-trade areas, special preferences
regimes,
- anti-dumping measures, countervailing duties, safeguards
- openness of the trade regime;
- export incentive schemes
- foreign investment, foreign debt, debt service
and international financial flows.
- NATIONAL INCOME ACCOUNTING, STRATEGIC DEVELOPMENT PLANNING,
and the collection and analysis of aggregate economic
performance data. Included here are:
- national income accounts
- measurement of poverty
- inflation measurement
- monitoring and evaluation criteria; measures and
progress tracking for macroeconomic performance and
USAID projects in this field
- Environmental degradation/depletion adjustment
to national accounts
- modeling at the macroeconomic or sector level
- MACROECONOMIC POLICY COORDINATION / INTEGRATION. The
contractor will be expected to provide research and/or
technical assistance in all aspects of macroeconomic policy
coordination -- e.g., harmonizing fiscal, monetary, and
trade policy.
- POVERTY REDUCTION. This includes training, research,
and policy advice relating to poverty reduction and design
and implementation of pro-poor economic growth strategies.
- LABOR MARKET ANALYSIS AND POLICY. This includes training,
research, and policy advice relating to labor force development,
labor rights, and the structure and dynamics of the labor
market.
- SECTORAL POLICY ANALYSIS. This includes the analysis
of key sectors in an economy--focusing on growth potential,
policy constraints, reforms, training requirements, etc.
- OTHER MACROECONOMIC OR SECTORAL POLICY AREAS. This
is a residual category and includes areas such as USAID
strategic planning documents, pension reform, pricing/subsidy
policy, regulatory and pricing issues, the economics of
environmental policies, economics of energy policies,
economic literacy, or other macro or sector issues of
particular importance from an economic growth perspective,
and identification, recommendation, dissemination and
assistance in implementation of sound economic policies
in such areas.
ILLUSTRATIVE TASKS include:
- assist USAID field missions and Washington offices
in (1) assessing macroeconomic context, (2) designing
strategy and programs with respect to that context, (3)
preparing policy dialogue documents, (4) educating host
government officials and citizenry (5) evaluating macroeconomic
performance, programs, and projects.
- advise USAID host countries in matters of crisis management
of macroeconomic disequilibrium.
- analyze macroeconomic or sectoral issues deemed important
by USAID staff, and provide new theoretical insight into
contemporary macroeconomic or sectoral policy issues.
- provide short-term training and orientation programs
for developing and transition country decision-makers
and their economic technicians.
- provide collateral technical assistance in support
of IMF, IBRD, or regional development bank reform
- programs.
Technical Skill Areas:
Macroeconomic
theory (general) |
Environmental economics |
Monetary theory/policy/practice
|
Transportation economics |
Trade
theory/policy/practice |
Development theory |
Public
finance |
Fiscal Federalism |
International
finance |
Program/project evaluation |
Econometrics |
Political Economy |
Financial
Markets |
Public Sector management |
Labor
economics |
Poverty reduction |
National
Income accounting |
Income distribution |
Agricultural
economics |
Welfare economics |
Energy
economics |
Social safety nets |
| Regulatory
design and policy across a range of key sectors, e.g.,
utilities, transportation |
C.5.(b) Technical Training
The contractor shall be prepared to provide short-term
training in the activity areas set forth above, as may be
specified in a particular Task Order. Examples of anticipated
training include (but are not limited to):
- small focus groups to deal with particular issues or
obstacles encountered as part of technical assistance;
- workshops/conferences designed to bring together all
interested parties in both host country governments and
private sectors to discuss particular issues/ technology;
- a focused workshop to advertise the results of a successful
project or policy demonstrations to other interested political
and technical decision makers for whom the same results
may be replicable; and
- placement of various participants in in-country or
US long or short term training programs and organizing
visitation tours to the US and to other developing countries.
C.5.(c) Commodity Procurement
To be responsive to USAID mission needs, especially of
those with limited in country presence and resources, and
to enhance opportunities for joint ventures between United
States and host country private sector entities, USAID's
partners in the public and private sectors from time to
time will require equipment and other commodities. This
could include innovative data management technology for
demonstration, and transportation equipment and commodities,
computer equipment, etc. Missions may wish to rely on the
contractor's capabilities to specify and procure commodities
for their in country programs.
Technical assistance and advisory services that may be
required include, but are not limited to, the following
illustrative examples:
- assess, analyze, and develop specification for commodities
required by public and private organizations working with
USAID assistance; and
- undertake the procurement of approved commodities for
USAID partners according to USAID regulations.
[Note: Any request for commodities under this contract
must demonstrate a direct relationship to activities, as
articulated in the Statement of Work. All commodities are
subject to source, origin and nationality requirements.]
C.5.(d) Implementation and Program Management
The Contractor shall provide contract management necessary
to fulfill all the requirements of this Contract. This includes
cost and quality control of all tasks and assignments undertaken
in pursuit of any and all requirements as contracted as
well as the following functions:
Project Manager: The Contract shall designate, for USAID
approval, a principal point of contact (Project Manager),
that USAID may contact for procedural and substantive matters.
In addition to the technical leadership role and responsibilities
vested in this person responding to Activity CTOs' requests
for Task Order proposals, and for responding to Activity
CTOs' requests for services under signed Task Orders. The
Project Manager will also be responsible for ensuring quality
control and the overall responsiveness of technical assistance
provided under the Contract. The Project Manager can be
substituted but only after the Contractor has received the
prior written approval of the USAID/ Washington CTO for
the contract and of the Washington CO for the contract for
both the substitution and the proposed replacement. The
individual can be directly charged to task orders subject
to the prior written approval of the IQC CTO (Activity CTO)
when not serving in the capacity of Project Manager assuming
he/she is proposed and accepted under a labor category for
particular technical services under a task order, up to
a total of 104 days. The contractor is responsible for assuring
that there is always a Project Manager and the costs for
that function are therefore included in the loaded rates
and multiplier, taking into account the billed labor anticipated
for the position (i.e., bidders are not to double calculate
the costs of this position.
- Select, prepare, place and support all technical experts
carrying out technical requirements;
- Report to USAID technical and contract personnel in
accordance with USAID reporting requirements; and
- Ensure quality and control methods in a consistent
and transparent manner for all contracted tasks and functions.
- Project Managers will participate in annual reviews
sponsored by USAID with the mandatory participation of
all the SEGIR Macro II contractors.
Note: The cost for providing Contract Management shall
be incorporated into the fixed daily rate and multipliers
set forth in Section B.
C.5.(e) Technical Skill Requirements
Personnel Requirements. As stated previously in Section
B, offerors shall furnish expertise with the necessary education
and/or relevant experience.
C.6 Partner Institutions
In situations where the contractor requires the assistance
of partner institutions to achieve results in a Task Order,
a clear delineation shall be made (in the Task Order) as
to each partner's duties and responsibilities, including
USAID. Partner institution in this context is defined as
any organization with a non-contractual relationship with
the contractor (other than USAID).
C.7 Standards 0f Performance
USAID's effort to measure meaningful developmental impacts
of its activities is on-going. This section defines some
of the performance requirements, which the contractor shall
be held to, establishes the performance levels or standards
and defines how these performance standards will be measured.
C.7.(a) Performance Standards
Measurable performance standards will be established in
individual task orders for each of the major activities.
These performance standards will be consistent with the
performance standards set forth above and with the following
general performance standards:
- Technical competence: Performance may be measured by
the contractor's effectiveness on the assignment. Effective
technical assistance will produce reports that contain
actionable recommendations which can/will be successfully
implemented by the client organization. Ineffective technical
assistance is marked by superficial or theoretical findings
and recommendations, which are irrelevant or cannot be
implemented.
- Ability to assemble/prepare effective expertise: Performance
may be measured in several different ways. For example,
superior contractor recruitment ability goes beyond a
simple review of candidate’s resumes before submission
to USAID. Individually, some candidates might appear qualified
on paper, but may lack effectiveness in action. Superior
recruitment processes shall be based on references and
first-hand contacts with the technical expertise proposed.
Similarly, in team building, superior contractor performance
will be demonstrated by assembling teams which function
smoothly in a team effort to accomplish the required task.
Superior contractor performance shall take into consideration
how each individual will contribute to create positive
group chemistry when assembling team efforts. Inferior
performance is marked by disruptive team relations, not
withstanding the sometimes stellar reputation of individual
members on the team.
- Contractor responsiveness: Performance may be measured
by the contractor's ability to maintain open, direct and
responsive communications channels with EGAT/OEG and its
clients. Superior contractor performance is marked by
a rapid, helpful response to clients without undue delays.
Inferior performance may result from a lack of strong
communications efforts with EGAT/OEG and its clients.
- Client satisfaction with the finished product: Performance
may be measured in many ways. Superior contractor performance
is distinguished by the high quality of the final deliverable.
High quality deliverables should be clear, concise, accurate,
well-structured and easily comprehended. Advisory services
may be measured by the results from recommendations followed.
- Proficiency of the client: Performance may be measured
based on the increased ability of the client (USAID Mission
and/or host country government) to understand and act
on the technical subject matter subsequent to contractor's
provision of services.
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