REQUEST FOR PROPOSAL (RFP)
To: Offerors
From: Creative Associates International, Inc.
Subject: Request for Proposal (RFP) No. RFP-JTAP-057 Operational Planning Expert – individual Consultant
Type of Award: Consultant Agreement (CA)
Basis of Award: Best Value
RFP Issue Date: 14/10/2024
RFP Closing Date: 28/10/2024
RFP Closing Time: 4:00 PM – Local Time, Amman, Jordan
Reference: USAID Contract No. 72027821C00005
Enclosed is a Request for Proposal (RFP). Creative invites Individuals to submit a proposal for the Jordan- Technical Assistance Program (TAP) under the referenced USAID 72027821C00005, After the evaluation, as described herein, resulting in selecting a winning proposal, the issuance of an award is subject to successful negotiation of the terms and conditions and receiving USAID’s Contracting Officer consent, if required.
The requirements for this activity are described in the “Statement of Work” in Attachment I. Creative encourages individual to indicate its interest in this procurement by submitting a proposal according to the instructions in Attachment II “Instructions to Offerors”. Proposals will be evaluated based on the “Evaluation Criteria” in Attachment III. Creative will make an award to the responsible Offeror(s) submitting an offer which provides best value to the project: technical merit and price will be both considered.
To be considered, Offerors should submit a complete proposal no later than the closing date and time indicated above. Offerors should ensure that the proposals are well-written in English, easy to read, follow the instructions provided and contain only requested information.
Any questions should be submitted via email to [email protected] no later than October 17, 2024. No questions will be entertained if they are received by means other than the specified email address, and any communications to alternate e-mail addresses will result in the disqualification of the bidder. The solicitation number (listed above) should be stated in the subject line. Answers will be compiled and distributed on October 21, 2024.
Proposals must be comprised of one electronic copy of the Technical Proposal and one electronic copy of the Cost/Business proposal, sent in separate e-mails, and labeled with the above-stated RFP number and title. Submissions shall be delivered to:
Creative Operations Department [email protected]
Sincerely,
Creative Operations Department
Attachments:
Attachment I : Statement of Work
Attachment II : Instructions to Offerors
Attachment III : Evaluation Criteria
Attachment IV : Proposal Cover Letter
ATTACHMENT I: STATEMENT OF WORK
Operational Planning Expert – individual Consultant
- Program Summary
The Technical Assistance Program (TAP), funded by the U.S. Agency for International Development (USAID), is a five-year education and youth project that seeks to transform the organizational culture and improve the abilities within the Ministry of Education and the Ministry of Youth to ensure officials can implement desired reforms. Creative and its partners will provide technical assistance in the development, roll-out, and tracking of policies and procedures to incorporate international best practices for public education and youth programming. Among the many activities in the Jordan Technical Assistance Program, it will support curriculum development, promote inclusive learning techniques, improve the skills of teachers and school managers, and other tangible activities that ultimately support changing the organizational culture within the two ministries and relevant agencies. The program will further support Jordan’s outreach and behavioral change communications initiatives that are aimed at creating a culture of reading, the inclusion of vulnerable children, and increased youth engagement.
2. Position Summary
TAP seeks applicants for a 6-months operational plans expert with an estimation of 60 days LOE during the period (Nov 2024- Apr 2025). TAP anticipates operational plans expert will support TAP’s efforts to provide technical assistance to the Ministry of Education in building the capacity of the related staff in developing the annual plans and supervise the process of preparing the annual plans for the organizational units within the ministry, that are aligned with the Education Strategic Plan (ESP) and other national plans such the Economic Modernization Vision. This alignment ensures that the plans are realistic, responsive to current needs, and achievable. The operational plans should be designed to address specific needs effectively, incorporating realistic objectives and actionable initiatives with the available resources. This effort aims to enhance strategic planning, operational efficiency, and staff capabilities to achieve the Ministry’s objectives.
3. Duties and Responsibilities:
A. Capacity Building
- Conduct a capacity needs assessment with the institutional performance department to identify gaps and training requirements related to operational planning within the Ministry.
- Develop a detailed report on the findings, including prioritized recommendations for addressing identified needs, and Road map for the implementation.
- Design a comprehensive tailored training program to address capacity gaps, incorporating both technical and soft skills.
- Develop training materials, including detailed trainer’s manual, trainee manuals, and interactive presentations in addition to supplementary resources
- Organize and facilitate two workshops for Ministry related staff.
- Implement a structured on-the-job training and mentoring program to reinforce learning including regular check ins.
- Conduct regular evaluations of the training effectiveness and provide reports on progress impact, and recommendation for continuous improvement.
B. Annual Plans Preparation
- Conduct a thorough review of the Ministry’s current strategic plan, policies, and operational frameworks.
- Analyze current annual plans and performance reports to identify strengths and weaknesses and area of improvement, providing actionable insights for enhancement.
- Engage with key stakeholders, including Ministry officials, staff, and external partners, to gather input and insights for annual plans.
- Facilitate workshops and focus groups to ensure broad-based participation and buy-in.
- Develop draft annual plans outlining objectives, activities, timeframe, responsibilities, assumptions, key performance indicators (KPIs), and resource requirements ensuring that they are practical and actionable.
- Ensure alignment with Ministry’s current strategic plan, national development plans such as but not limited to the Economic Modernization Vision and international best practices to ensure coherence and relevant
- Present the two draft plans for the Educational Supervision and Training Directorate and the Educational Research and Development Directorate to the Ministry’s leadership for feedback. and ensure strategic alignment.
- Revise and finalize the plans based on feedback received ensuring that all revisions address the concerns and suggestions provided.
4. Required Qualifications:
- Minimum bachelor’s degree in industrial engineering, Public/Business administration, Strategic Planning, Organizational/Institutional Development, or any related field. A higher degree is preferable.
- Hands-on experience in preparing well-written documents such as operational and executive plans.
- Strong ability to analyze information from various sources, including strategic plans and performance reports.
- Experience in designing, conducting capacity building programs, training, and coaching. TOT certificate is highly desirable.
- Deep understanding of best practices in operational planning and strategic management, along with comprehensive knowledge of national and international standards.
- Prior work experience with international organizations and practical knowledge of government ministries and departments is highly favorable.
- Experience of working with the MoE, In-depth knowledge of educational systems, policies, and frameworks are highly desirable.
- Excellent interpersonal and communication skills are required to engage diverse stakeholders, facilitate workshops, conduct interviews, and lead discussions effectively.
- Proficiency with relevant computer software programs, especially MS Office.
- Proficiency in both Arabic and English languages.
5. ESTIMATED PERIOD OF PERFORMANCE and LEVEL OF EFFORT (LOE)
- ESTIMATED PERIOD OF PERFORMANCE: Nov 2024- Apr 2025
* Creative anticipates issuing a Consultancy Agreement (CA) valid for a Period of Performance of approximately 6 months.
- Estimated LEVEL OF EFFORT (LOE): 60 Days
6. Ordering Procedure
Purchases may only be made by Creative via written Consultancy Agreement and executed by the authorized individuals listed in the CA.
Daily rates are based on an 8-hour working day. Any hours worked in excess of 8 hours will not be paid. Working days consisting of less than 8 hours shall be prorated accordingly.
7. Key Working Relationships:
• This position will technically report to TAP’s Institutional Development and Automation Lead and administratively report to the Operations and Security Manager
• This position will coordinate with the manager of the Institutional Performance Department at MoE.
8. PLACE OF PERFORMANCE Amman – Jordan
RESULTS AND/OR DELIVERABLE/MILESTONE SCHEDULE
Deliverable 1:
Action plan for the proposed mission including detailed activities, responsibilities, timeframe, milestones, deliverables, risks, assumptions, etc.
Kick-off meeting and PowerPoint presentation for TAP and MOE
Estimated LOE (days) : 2
Estimated timeline/ Due Date : TBD
Deliverable 2:
Detailed capacity assessment report that identifying gaps and training requirement in operational planning with prioritized recommendations and road map for implementation
Estimated LOE (days) : 5
Estimated timeline/ Due Date : TBD
Deliverable 3:
Operational Planning Training Package that includes a trainer guide, trainee guide, PowerPoint presentation and pre and post-tests.
Estimated LOE (days) : (8-10) *
Estimated timeline/ Due Date : TBD
Deliverable 4:
Two capacity building workshops for MOE officers (25 each) on operational planning tailored to identified needs.
Report on the results of the workshop
Estimated LOE (days) : (8-10) *
Estimated timeline/ Due Date : TBD
Deliverable 5:
On the job training, mentoring and coaching the preparation of operational plans for the ministry’s organizational units including regular check ins.
Estimated LOE (days) : 23
Estimated timeline/ Due Date : TBD
Deliverable 6:
Comprehensive annual plans with clear objectives, initiatives/activities, responsibilities, timeframe, KPIs, and resource allocations for two directorates (Educational Supervision and Training Directorate and educational research and Development Directorate)
**Estimated LOE (days) :**10
Estimated timeline/ Due Date : TBD
Total LoEs = (56- 60)
* The exact Level of Effort (LOE) for Tasks 3 and 4 will be finalized after the completion of Deliverable 2 (the capacity assessment), with the tentative LOE – working days subject to adjustment based on the program’s evolving needs.
How to apply
Attachment II
INSTRUCTIONS TO OFFERORS
A. General Instructions
These Instructions to Offerors will not form part of the offer or of the Agreement. They are intended solely to aid Offerors in the preparation of their proposals. Read and follow these instructions carefully.
- The proposal and all corresponding documents related to the proposal must be written in the English language, unless otherwise explicitly allowed. Additionally, all proposals should be single-spaced with clear section headings and be presented in the order specified in Attachment III – Evaluation Criteria.
- Proposals must include only the Offeror’s own work. No text should be copied from sources outside of your organization, unless those sources are adequately cited and credited. If Creative determines that any part of the proposal is plagiarized from outside sources, the Offeror will be automatically disqualified.
- Proposals and all cost and price figures must be presented in local currency or USD. All prices should be gross of tax.
- The Offeror must state in their Proposal the validity period of their offer. The minimum offer acceptance period for this RFP is 90 days after the closing date of the RFP. If an Offeror has provided a validity period of less than 90 days, they will be asked to revise this. If the Offeror does not extend the validity period, their proposal will be rejected. Creative reserves the right not to make an award.
- The Technical Proposal and Cost Proposal must be kept separate from each other. Technical Proposals must not make reference to cost or pricing information at any point. This will enable in order the technical evaluation to be made strictly on the basis of technical merit.
- No costs incurred by the Offerors in preparing and submitting the proposal are reimbursable by Creative. All such costs will be at the Offeror’s expense.
- Responsibility Determination: Award shall only be made to “responsive” vendors. To enable Creative to make this determination, the Offeror must provide a cover letter, as provided in Attachment IV.
- Late Offers: Offerors are wholly responsible for ensuring that their Offers are received in accordance with the instructions stated herein. A late Offer will be recommended for rejection, even if it was late as a result of circumstances beyond the Offeror’s control. Late offers will only be considered at Creative’s Procurement Department’s discretion.
- Modification/Withdrawal of Offers: Offerors have the right to withdraw, modify or correct their offer after it has been delivered to Creative at the address stated above, and provided that the request is made before the RFP closing date.
- Disposition of Proposals: Proposals submitted in response to this RFP will not be returned. Reasonable effort will be made to ensure confidentiality of proposals received from all Offerors. This RFP does not seek information of a highly proprietary nature, but if such information is included in the Offeror’s proposal, the Offeror must alert Creative and must annotate the material by marking it “Confidential and Proprietary” so that these sections can be treated appropriately.
- Clarifications and Amendments to the RFP: Any questions regarding this solicitation must be emailed to [email protected]. No questions/clarifications will be entertained if they are received by another means. The solicitation number should be stated in the subject. Responses will be complied and emailed to the requesting potential Offeror and will be sent to all offerors that requested this RFP, or re-posted publicly if offered as a full and open competition.
- Creative anticipates that discussions with Offerors will be conducted; however, Creative reserves the right to make an award without discussions. It is strongly recommended that Offerors present their best offer.
Failure to agree and comply with any of the above specifications will result in the Offeror being considered unresponsive and the proposal may be rejected.
B. Submission of Proposal:
Proposals must be submitted in two separate e-mails:
- E-mail 1 – Technical Proposal
- E-mail 2 – Cost proposal
- Each e-mail should be clearly labeled with the RFP number and project title.
- Proposals must be delivered no later than the specified date/time.
Offerors who do not submit their technical and cost proposals separately may be automatically disqualified.
C. Content of Proposal:
- The proposal shall be comprised of Three sections:
- The Cover Letter (Attachment IV)
- The Technical Proposal
- The Cost/Business Proposal
1- The Cover Letter: should be on the Offeror’s letterhead and MUST contain the information requested in Attachment IV.
2- Technical Proposal:
a. The Technical Proposal is the opportunity for the Offeror to demonstrate that the Individual is “technically capable” of implementing the activity and should demonstrate the Offeror’s understanding of and capabilities to carry out the work, and address the key issues described in the Evaluation Criteria in Attachment III.
b. The Technical Proposal should be divided into clearly separate sections following the same order of the Evaluation Criteria in Attachment III. A mis-ordered proposal that makes information hard to find will result in lower scores.
c. If an Offeror submits a proposal that fails to respond to the majority of the information requested in this RFP, as outlined specifically in the statement of work and the evaluation criteria, the Offeror’s proposal will be automatically disqualified.
3- The Cost Proposal: must be submitted separately from the technical proposal and will primarily indicate the cost for performing the work, Daily rate subject to 5% income tax deduction.
Failure to comply with any of the above points will result in the Offeror being considered “unresponsive” and the proposal may be rejected.
If an Offeror provides insufficient information in their technical and/or cost proposal, Creative reserves the right to request additional information, or to request a revised proposal from the Offeror, if necessary.
Creative reserves the right to make no award, or multiple awards, under this RFP.
Attachment III
EVALUATION CRITERIA
A. BASIS OF AWARD:
- Creative will evaluate proposals on a best value basis, in accordance with the Federal Acquisition Regulations (FAR) Subpart 15.1 – Source Selection Processes and Techniques. In all solicitations, Creative will consider and conduct an evaluation on the basis of both technical and cost submissions. The relative importance of these two factors places technically above cost. In rare cases, Creative may also award to an offeror other than the highest technically rated Offeror or the lowest price Offeror, in accordance with FAR 15.101-1.
- The award will be made to the Offeror whose offer presents the Best Value, which is the optimal combination of technical merits and reasonable cost and does not exceed the internal budget established for this effort. Proposals will be scored on technical factors first. Only the Cost/Business proposals of those offers that surpass the minimum qualifying score of 70 points in the technical evaluation will have their Cost Proposal reviewed. Those that do not reach this qualifying score in the Technical Evaluation will be considered non-competitive and their Cost/Business proposals will not be considered. The shortlisted offeror may require delivering a PP presentation and interview.
B. EVALUATION CRITERIA
- Technical Competence – presented in the Technical Proposal.
The award will be given to the person who achieves the highest score within the following competitive criteria:
A. Resume 70 points
B. Past Performance / Professional References 30 points
As described in table below: The evaluation will be done according to the criteria shown in the table:
Item 1: Resume
Requirement:
The applicant must attach any evidence of experience and success stories to support his/her file with the Resume.
- Minimum bachelor’s degree in industrial engineering, Public/Business administration, Strategic Planning, Organizational/Institutional Development, or any related field. A higher degree is preferable.
- Hands-on experience in preparing well-written documents such as operational and executive plans.
- Strong ability to analyze information from various sources, including strategic plans and performance reports.
- Experience in designing, conducting capacity building programs, training, and coaching. TOT certificate is highly desirable.
- Deep understanding of best practices in operational planning and strategic management, along with comprehensive knowledge of national and international standards.
- Prior work experience with international organizations and practical knowledge of government ministries and departments is highly favorable.
- Experience of working with the MoE, In-depth knowledge of educational systems, policies, and frameworks are highly desirable.
Points Available : 70
Item 2: Past Performance / Professional References
Requirement:
Document and summarize your proven track record of successfully implementing similar activities clearing using the above technical qualification to include a description of similar services provided in the past and any lessons learned that will be incorporated into the activity described in this RFP. Offerors with past performance using the mentioned above technical qualification, in the same geographic area and/or of similar scale to the activity described in this RFP will be scored more favorably than offerors that do not meet these criteria.
Points Available : 30
Total Points: 100
If an Offeror submits a proposal that fails to respond to the majority of the information requested
in this RFP, as outlined specifically in the statement of work and the evaluation criteria, the Offeror’s proposal will be automatically disqualified.
Past Performance / Professional References: (to Provide at least three)
(a) Activity Title
(b) Location(s) of activity
(c) Synopsis of the activity and its relevance to this RFP
(d) Performance period (date, duration and if completed on schedule)
(e) Prime or Subcontractor?
(f) Amount for the activity
(g) Name & Contact Info (E-mail and phone) of client
Cost Reasonableness & Financial Capability – presented in Cost Proposal. Not Scored.
Submit fully burdened rates for each category, including illustrative consultant rates Creative’s review of the Cost Proposal shall determine if the overall costs proposed are realistic for the work to be performed, reflect a correct understanding of the project requirements, and are consistent with the Offeror’s Technical Proposal. Creative will also review individual line items and determine if they are allowable, allocable, and reasonable.
If an Offeror submits a proposal that fails to respond to the majority of the information requested in this RFP, as outlined specifically in the statement of work and the evaluation criteria, the Offeror’s proposal will be automatically disqualified.
Creative reserves the right to request additional supporting documentation or a revised proposal from an Offeror if insufficient information has been provided in the Offeror’s technical and/or cost proposal. If the requested information is not provided, Creative has the right to disqualify the firm from further consideration.
ATTACHMENT IV
FORMAT FOR PROPOSAL COVER LETTER
City, Country
To: Creative Procurement Team
Dear Sir / Madam:
We, the undersigned, offer to undertake the [Insert RFP No], [Insert project title], in accordance with your Request for Proposal dated [Insert MM/DD/YYYY] and our Technical and Cost/Business Proposal submitted herein.
Offeror personal details are as follows:
- Offeror’s Name
- Offeror’s Address
- Telephone #/Cellular Phone #, Email address:
- Copy of the offeror ID
Our proposal shall be binding upon us, subject to any modifications resulting from negotiation, up to expiration of the validity period of the proposal. We understand you are not bound to accept this or any Proposal you receive.
The Offeror also certify that:
- is able to comply with the described delivery or performance schedule, taking into consideration all existing commitments and constraints;
- has a satisfactory performance record;
- has a satisfactory record of integrity and business ethics;
- has the necessary technical capacity,
- otherwise qualified and eligible to receive an award under applicable laws and regulations.
Sincerely,
Authorized Signature:
Name and Title of Signatory:
Date: