SCOPE OF WORK “DEFINITIONAL MISSION” FOR ADVISORY AND ASSISTANCE SERVICES BY NON-GOVERNMENTAL SOURCES FOR THE SOUTHERN AFRICAN REGION” Project Title: Sub-Saharan Regional: Southern African Railways and Transportation Corridors Definitional Mission 1 SCOPE OF WORK The U.S. Trade and Development Agency (“USTDA”) requires services under this non-personal services Contract to support or improve its decision-making relative to the funding of projects and activities in developing and middle income countries. The Contractor shall provide a report to USTDA, which will: 1.2 assess and justify whether or not USTDA should provide funding for the proposed study, technical assistance or other trade capacity building activity(ies) herein after referred to as “study”; 1.3 assess any alternative study or activities which the Contractor sees as viable options for USTDA consideration; and 1.4 provide supporting analysis and recommendations on the above information in a final report that analyzes all the relevant issues. 2 DELIVERY & PERFORMANCE REQUIREMENTS 2.1 KICK-OFF MEETING WITH THE USTDA PROGRAM OFFICE Upon award, the Contractor shall contact USTDA’s Contracting Officer’s Technical Representative to schedule a meeting to discuss details of the Contract assignment. Unless otherwise advised by the COTR, this meeting will be held at USTDA’s office in Arlington, Virginia. The COTR shall provide the Contractor with names and addresses of the project sponsor(s), other pertinent entities to contact in the United States and overseas, and any other relevant details that may impact upon the design and/or evaluation of the proposed project(s). 2.2 PRE-VISIT REPORT (3-5 PAGES) Prior to departure to the host country, the Contractor shall provide the COTR a pre-visit written report containing the proposed schedule or itinerary, preliminary strategies or findings on viability of the project(s), financing options, U.S. company interest in the project (s), a list of contacts to be made during the visit and a pre-visit checklist of issues, information and questions to be utilized during the visit. 2.3 USTDA RESPONSIBILITY USTDA will advise the U.S. Embassies in the host countries of the Contractor’s proposed travel itinerary prior to departure and request that the Commercial and/or Economic Section of the Embassy provide the Contractor with names and addresses of appropriate host country officials with whom to meet. 2.4 CONTRACTOR’S HOST COUNTRY TRAVEL The Contractor will travel to at least four countries in Southern Africa to assess opportunities for USTDA assistance for rail and transportation corridor projects in the region. The Contractor shall meet with relevant project officials and with the U.S. Embassies. The Contractor shall contact the Commercial and/or Economic Section at each U.S. Embassy upon arrival and prior to departure for briefing and debriefing meetings. While the Embassies may be able to assist the Contractor in arranging some initial meetings with host country officials, the Contractor is responsible for arranging the meetings as well as logistics for the visit, i.e., hotel accommodations, transportation, and interpretation services. In some cases, the Contractor may need to Contract with a local entity to assist with these logistics. Local entities may not provide the technical work of substance for the creation of the DM report. 2.5 CONTRACTOR MEANINGFUL DISCUSSIONS The Contractor shall hold meaningful discussions with appropriate contacts to determine and gauge the interest of potential project financiers and potential U.S. suppliers and assess whether the proposed project(s) is economically, financially, and technically viable. The Contractor shall analyze the potential procurement of U.S. goods and services for project implementation by categories and dollar values. The analysis shall include an assessment of the project risks and its financia$1455. The rate was calculated with a base salary of $776 a day and includes a fringe benefit rate of 25% and an overhead rate of 50%. Junior Engineer – This individual will work with the Senior Engineer to develop the system design and provide documentation for the feasibility study. It is estimated that 75 days will be required at a daily rate of $728 a day. The rate was calculated with a base salary of $388 a day and includes a fringe benefit rate of 25% and an overhead rate of 50%. Other Direct Labor – Consultants and other Non-Employee Labor should be identified here. Provide the job title; names of the individuals, if known; primary organization affiliation, if applicable; experience and training that describes the individual’s capabilities for the project and supports the proposed daily rate; and a justification of how the individual will support the Terms of Reference. For each, provide the mathematics for how the loaded rate was developed. Example: Independent Consultant – This individual will develop questionnaires and surveys to gather data from local participants and officials for the marketing plan. The individual will have experience developing and administering questionnaires and knowledge of the host country. It is estimated that 30 days will be required at a daily rate of $577 a day. The rate was calculated with a base salary of $300 a day and includes a fringe benefit rate of 30% and an overhead rate of 45%. A small profit/fee may be added, if justified. OTHER DIRECT COSTS Purchased Services/Contracts – For each purchased service or contract, include a clear description of the work to be performed as it relates to the Terms of Reference and a separate detailed budget for each. If the contractor or vendor is known, provide a basis for selection. Examples: Translation Services – A translation service provider will be hired to translate the final report. It is estimated that 1000 pages will be translated at $1.00 a page. The budget estimate is based on actual costs to translate similar documents in the past. ABC Marketing, Inc. – This contractor was selected because they have 10 years experience developing marketing plans with significant experience in the host country. ABC Marketing will develop the marketing plan utilizing the data collected from questionnaires and surveys. Attached is ABC Marketing’s detailed budget of $15,324. Domestic and Foreign Travel Include the destination and its relationship to the project and the Terms of Reference. Itemized costs must be included for each trip. Examples: The Project Manager/Senior Engineer and the Junior Engineer will travel to the host country for the Kick-Off Meeting and two subsequent trips for System Design Work. The Independent Consultant will travel to the host country for the Kick-Off Meeting and two subsequent trips for collection of data for the Marketing Plan. One Kick-Off Meeting to be attended by the Project Manager/Senior Engineer, Junior Engineer, and Independent Consultant Roundtrip Airfare (Economy Class): $2,973/per Trip X 3 People = $8,919 Per Diem: $182 X 10 days X 3 People = $5,460 Local Transportation: $250/trip X 9 Trips = $2,250 Transportation to/from Airport: $100/Trip X 4 Trips = $200 Two System Design Trips (10 days each) for the Project Manager/Senior Engineer and Junior Engineer Roundtrip Airfare (Economy Class): $2,973 X 2 Trips X 2 People = $11,892 Per Diem: $182 X 2 Trips X 10 days X 2 people = $7,280 Local Transportation: $250/trip X 18 Trips = $4,500 Transportation to/from Airport: $100/trip X 4 trips = $200 Two Data Gathering Trips for the Marketing Plan (10 days each) for the Project Manager/Senior Engineer and Independent Consultant Roundtrip Airfare (Economy Class): $2,973 X 2 Trips X 2 People = $11,892 Per Diem: $182 X 2 Trips X 10 days X 2 people = $7,280 Local Transportation: $250/trip X 18 Trips = $4,500 Transportation to/from Airport: $100/trip X 2 trips = $200 Other Expenses Other expenses may include such items as reproduction, publishing costs, and telephone calls. Provide a detailed explanation for each as to how it relates to the Terms of Reference and include calculations on how the numbers have been derived. Example: Reproduction of the Final Report – Eight copies of the final report will be reproduced and bound in accordance with the final report specifications provided by USTDA. Reproduction: 1000 Pages X $.10/per Copy X 8 Copies = $800 Binding and Final Report Specifications: $20/per Copy X 8 Copies = $160 Annex VI Guidance on USTDA Development Impact Measures USTDA has a dual mission of promoting US exports and advancing economic development in the host country. USTDA would like to re-emphasize the Agency’s developmental mandate. Toward this goal, the Agency is collecting more detailed information regarding the impact of its activities on the economic development of the host country. What does USTDA mean by Development Impact? USTDA’s activities impact host country economic development in a variety of ways. There are four primary categories that are tracked and measured. However, the Agency recognizes that there are additional ways that activities can benefit the host country. Therefore, study contractors are encouraged to address any significant benefits. Category Explanation Infrastructure USTDA funds feasibility studies of and technical assistance for many critically important infrastructure projects such as power plants, roads, ports, airports, telecommunications systems, water and sewerage systems or environmental improvements or enhancements, as well as projects such as refineries and manufacturing plants. Implementation of these projects contributes to the improvement and security of the physical, financial and social infrastructure of the developing world. Market-Oriented Reform Many USTDA activities have as a primary objective the facilitation of market-oriented reforms in developing countries. These reforms include encouraging more transparent regulatory systems and institutions, privatization of state-owned economic entities, promotion of greater competition in non-competitive economic sectors, lowering of non-tariff barriers to trade, strengthening of intellectual property rights and modernizing international trade systems and regulations. Human Capacity Building When implemented, the Agency’s projects often create new job opportunities, sustain employment for those in jeopardy of losing jobs and/or offer advanced training to upgrade the capability of the work force. USTDA considers a project to have Human Capacity Building impact if ten or more jobs are created and/or ten or more people receive significant training. Technology Transfer and Productivity Improvement The Agency’s projects result in the introduction of advanced technologies (e.g. management information systems or process technologies) or licenses that improve processes and/or systems , resulting in greater economic productivity or more efficient use of resources. Other Other development benefits not captured by the above four categories - examples include enhanced government revenue, increased good governance or spin-off projects. How Should the TOR of the FS/TA Address Development Impact? The TOR should include a task that assesses the expected development benefits of the proposed project. For example: The FS/TA Contractor shall report on the potential Development Impact of the project in the host country. In this section, the FS/TA Contractor should focus on what the economic development outcomes will be if the project is implemented according to the study recommendations. While specific focus should be paid to the immediate impact of the specific project that is being considered, the FS/TA contractor should include, where appropriate, any additional developmental benefits to the project, including spin-off and demonstration effects. The analysis of potential benefits of the feasibility study contractor should be as concrete and detailed as possible. The Development Impact factors are intended to provide the project’s decision-makers and interested parties with a broader view of the project’s potential effects on the host country. The FS/TA contractor will provide estimates of the project’s potential benefits in the following areas: • Infrastructure: a statement on the infrastructure impact giving a brief synopsis. For example “This project would result in the construction of a power plant that would provide 500MW of power. This plant would serve x additional households in the region.” • Market-Oriented Reform: a description of any regulation, laws, or institutional changes that are recommended and the effect they would have if implemented. • Human Capacity Building: The Contractor should address the number and type of positions that would be needed to construct and operate the proposed project as well as the number of people who will receive training and a brief description of the training program. • Technology Transfer and Productivity Enhancement: a description of any advanced technologies that will be implemented as a result of the project. A description of any efficiency that will be gained (e.g. “By upgrading the power plant’s old boilers, efficiency will be increased from x% to y%). • Other: any other developmental benefits to the project, including any spin-off or demonstration effects. How Will This Affect the Final Report For the FS or TA? • A section in the final report will be devoted to the projected host country Development Impact of the FS or TA recommendations if they are implemented. The section should focus primarily on the key issues mentioned above (infrastructure and industrialization, human capacity building, technology transfer and productivity, and market oriented reform). Other host country development impacts (e.g. improved financial revenue flows to host government etc.) can be mentioned where appropriate. The discussion should be as detailed and concrete as possible, and the contractor may provide estimates in ranges as appropriate.

Bid Protests Not Available