MODIFICATION
R -- Brazil: Refinery and Petrochemical Environmental Projects Definitial Mission
- Notice Date
- 11/4/2005
- Notice Type
- Modification
- NAICS
- 541611
— Administrative Management and General Management Consulting Services
- Contracting Office
- United States Trade and Development Agency, USTDA Contracts Office, USTDA, 1000 Wilson Boulevard, Suite 1600, Arlington, VA, 22209-3901
- ZIP Code
- 22209-3901
- Solicitation Number
- USTDA-06-Q-51-024
- Response Due
- 11/21/2005
- Archive Date
- 12/6/2005
- Point of Contact
- Della Glenn, Contracts Officer, Phone 703-875-4357, Fax 703-875-4009, - Walter Knott, Contracts, Phone 703-875-4357, Fax 703-875-4009,
- E-Mail Address
-
contract@ustda.gov, wknott@ustda.gov
- Small Business Set-Aside
- Total Small Business
- Description
- SCOPE OF WORK “DEFINITIONAL MISSION” FOR ADVISORY AND ASSISTANCE SERVICES BY NON-GOVERNMENTAL SOURCES FOR BRAZIL” PROJECT TITLE: BRAZIL: REFINERY AND PETROCHEMICAL ENVIRONMENTAL PROJECTS 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(ies)”; 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. Embassy in Brazil of the Contractor’s proposed travel itinerary prior to departure. USTDA will provide the Contractor with names and addresses of the Brazilian project sponsor officials with whom to meet. 2.4 CONTRACTOR’S HOST COUNTRY TRAVEL The Contractor shall travel to Brazil to meet with relevant project officials and with the U.S. Consulate in Rio de Janeiro. (It is expected that the Contractor will need to travel to Rio de Janeiro and to São Paulo). The Contractor shall contact the Commercial Section at the U.S. Consulate upon arrival and prior to departure for briefing and debriefing meetings. The Contractor is responsible for arranging all of 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 financial viability, the priority of the project and political/social/organizational support it has, potential sources of financing, and the capability and experience of the project sponsor. The analysis shall also include an assessment of the social and economic development impacts of the country are not subject to the above restrictions. USTDA will make available further details concerning these standards of eligibility upon request. NATIONALITY: 1. Rule Except as USTDA may otherwise agree, the Contractor for USTDA funded activities must be either a U.S. firm or a U.S. consultant. Prime contractors may utilize U.S. subcontractors, but the use of host country subcontractors is limited to 20% of the USTDA grant amount. 2. Application Accordingly, only a U.S. firm or U.S. consultant may submit proposals on USTDA-funded activities. Although those proposals may include subcontracting arrangements with host country firms or individuals for up to 20% of the USTDA grant amount, they may not include subcontracts with third country entities. U.S. firms submitting proposals must ensure that the professional services funded by the USTDA grant, to the extent not subcontracted to host country entities, are supplied by employees of the firm or employees of U.S. subcontractor firms who are U.S. individuals. Interested U.S. firms and consultants who submit proposals must meet USTDA nationality requirements as of the due date for the submission of proposals and, if selected, must continue to meet such requirements throughout the duration of the USTDA-financed activity. These nationality provisions apply to whatever portion of the Terms of Reference is funded with the USTDA grant. 3. Definitions A "U.S. individual" is (a) a U.S. citizen, or (b) a non-U.S. citizen lawfully admitted for permanent residence in the U.S. (a green card holder). A "U.S. consultant" is (a) a U.S. citizen whose principal place of business is in the United States, or (b) a non-U.S. citizen lawfully admitted for permanent residence in the U.S. (a green card holder) whose principal place of business is in the U.S. A "U.S. firm" is a privately owned firm which is incorporated in the U.S., with its principal place of business in the U.S., and which is either (a) more than 50% owned by U.S. individuals, or (b) has been incorporated in the U.S. for more than three (3) years prior to the issuance date of the request for proposals; has performed similar services in the U.S. for that three (3) year period; employs U.S. citizens in more than half of its permanent full-time positions in the U.S.; and has the existing capability in the U.S. to perform the work in question. A partnership, organized in the U.S. with its principal place of business in the U.S., may also qualify as a "U.S. firm" as would a joint venture organized or incorporated in the United States consisting entirely of U.S. firms and/or U.S. individuals. A nonprofit organization, such as an educational institution, foundation, or association may also qualify as a "U.S. firm" if it is incorporated in the United States and managed by a governing body, a majority of whose members are U.S. individuals. SOURCE AND ORIGIN: 1. Rule In addition to the nationality requirement stated above, any goods (e.g., equipment and materials) and services related to their shipment (e.g., international transportation and insurance) funded under the USA Grant Agreement must have their source and origin in the United States, unless USTDA otherwise agrees. However, necessary purchases of goods and project support services which, are unavailable from a U.S. source (e.g., local food, housing and transportation) are eligible without specific USTDA approval. 2. Application Accordingly, the prime contractor must be able to demonstrate that all goods and services purchased in the host country to carry out the Terms of Reference for a USTDA Grant Agreement that were not of U.S. source and origin were unavailable in the United States. 3. Definitions "Source" means the country from which shipment is made. "Origin" means the place of production, through manufacturing, assembly or otherwise. Questions regarding these nationality, source and origin requirements may be addressed to the USTDA Office of General Counsel by calling (703) 875-4357. Annex III Required Budget Format DIRECT LABOR COSTS: TOR Task TOR Task Name ____________Primary Contractor (Employee) Labor_________ Total Person Days x Daily Rate* = TOTAL COST I Task ________ (Position A) ________ ________ _____________ (Position B) ________ ________ _____________ TOTALS: ________ ________ _____________ TOR Task TOR Task Name __________________Non-Employee Labor_____________________ Total Person Days x Daily Rate ** = TOTAL COST I Task ________ (Position A) ________ ________ _____________ (Position B) ________ ________ _____________ TOTALS: ________ ________ _____________ TOTAL DIRECT LABOR COSTS: _____________ OTHER DIRECT COSTS: Purchased Services/Contracts*** Tasks_________ TOTAL COST _____________________ _____________ _____________ _____________________ _____________ _____________ Travel Trips Trip Cost TOTAL COST International Air Travel _________ _________ _____________ In Country Air Travel _________ _________ _____________ Ground Transportation _________ _________ _____________ Trip Days Per Diem Rate TOTAL COST Per Diem _________ _________ _____________ Other (local travel, etc.) _________ _________ _____________ Interpreters _________ _________ _____________ Other TOTAL COST Reproduction and Binding _____________ Courier Services _____________ Visa Services _____________ Communication _____________ TOTAL OTHER DIRECT COSTS: _____________ TOTAL COSTS (DIRECT LABOR COSTS + OTHER DIRECT COSTS): _____________ TOTAL U.S. COMPANY COST SHARE: _____________ PROPOSED USTDA GRANT: _____________ 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. Annex IV Task Completion Schedule Weeks 1 2 3 4 5 6 7 8 Task I Task II Task III Final Report Instructions List each major task to be performed. The duration of each task is to be graphically represented. For example, in the illustrative schedule, Task 1 is to begin in Week 1 and end in Week 4. Preparation of the Final Report begins in Week 6 and is completed in Week 8. Annex V BUDGET NARRATIVE REQUIREMENTS DIRECT COSTS Direct Labor - Only salaries and wages for employees of the proposing organization should be identified here. Provide the job title; the names of the individuals, if known; the experience and training that describes the individual’s capabilities for the project and supports the proposed daily rate; and an explanation of how the individual will support the Terms of Reference. For each, provide the mathematics for how the loaded rate was developed. Examples: Project Manager/Senior Engineer – This individual will provide necessary guidance and support to the project to ensure successful completion of the System Design and oversee the completion of the Terms of Reference. The proposed individual has 15 years experience managing telecommunications projects. It is estimated that 130 days will be required at a daily rate of $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 NOTE: THIS NOTICE WAS NOT POSTED TO WWW.FEDBIZOPPS.GOV ON THE DATE INDICATED IN THE NOTICE ITSELF (04-NOV-2005); HOWEVER, IT DID APPEAR IN THE FEDBIZOPPS FTP FEED ON THIS DATE. PLEASE CONTACT fbo.support@gsa.gov REGARDING THIS ISSUE.
- Web Link
-
Link to FedBizOpps document.
(http://www.fbo.gov/spg/TDA/TDACO/TDACO/USTDA-06-Q-51-024/listing.html)
- Place of Performance
- Address: Headquarters, USTDA 1000 Wilson Boulevard, Suite 1600 Arlington, Virginia
- Zip Code: 22209-3901
- Country: USA
- Zip Code: 22209-3901
- Record
- SN00927494-F 20051106/051104214713 (fbodaily.com)
- Source
-
FedBizOpps.gov Link to This Notice
(may not be valid after Archive Date)
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