Financial Analyst

Fixed-Term Contract

SOLICITATION NUMBER:              72061324R10016

ISSUANCE DATE:                             June 26, 2024

CLOSING DATE/TIME:        July 25, 2024, at 17:00 hours              Harare local time

SUBJECT:       Solicitation for a USAID Financial Analyst Cooperating Country National Personal Service Contractor (CCNPSC – Local Compensation Plan)

Dear Prospective Offerors:

The United States Government, represented by the U.S. Agency for International Development (USAID), is seeking offers from qualified persons to provide personal services under contract as described in this solicitation.

Offers must be in accordance with Attachment 1 of this solicitation.  Incomplete or unsigned offers will not be considered. Offerors should retain copies of all offer materials for their records.

USAID will evaluate all offerors based on the stated evaluation criteria.  USAID encourages all individuals, including those from disadvantaged and under-represented groups, to respond to the solicitation.

This solicitation in no way obligates USAID to award a PSC contract, nor does it commit USAID to pay any cost incurred in the preparation and submission of the offers.

Any questions must be directed in writing to the Point of Contact specified in Attachment 1.

Sincerely,

Jason Dupont

Contracting Officer

I.    GENERAL INFORMATION

1. SOLICITATION NO.: 72061324R10016
2. ISSUANCE DATE: June 26, 2024

3. CLOSING DATE AND TIME FOR RECEIPT OF OFFERS:       July 25, 2024, at 17:30 Hours local time.

4.   POINT OF CONTACT:  Zandile Goromonza, email at  [email protected].
5.   POSITION TITLE:  USAID Financial Analyst
  1. MARKET VALUE: $72,172 – $104,642 US$ equivalent to FSN-11. In accordance with AIDAR Appendix J and the Local Compensation Plan of USAID/Harare. Final compensation will be negotiated within the listed market value.
  2. PERIOD OF PERFORMANCE: The base period will be one year, estimated to start on/about September 2024. Based on Agency need, the Contracting Officer may exercise an additional four 1-year option period (s) for the date(s) estimated as follows.
Base Period: September 1, 2024, to August 31, 2025
Option Period 1: September 1, 2025, to August 31, 2026
Option Period 2: September 1, 2026, to August 31, 2027
Option Period 3: September 1, 2027, to August 31, 2028
Option Period 4: September 1, 2028, to August 31, 2029
  1. PLACE OF PERFORMANCE: Harare, Zimbabwe, with possible travel as stated in the Statement of Duties
  2. ELIGIBLE OFFERORS: Cooperating Country Nationals.  Cooperating Country National (CCN) means an individual who is a cooperating country citizen, or a non-cooperating country citizen lawfully admitted for permanent residence in the cooperating country.
  3. SECURITY LEVEL REQUIRED: Facility Access or CCN Security Certification issued by the US Embassy Regional Security Office.
  4. STATEMENT OF DUTIES

        1.   General Statement of Purpose of the Contract

The incumbent is one of three Financial Analysts in the Mission. The Financial Analyst serves as one of the Mission’s FSN experts and adviser on all financial management matters necessary to support the successful achievement of the Mission’s development objectives and programs.

The Financial Analyst (FA) position is in the Office of Financial Management, USAID/Zimbabwe. The Office of Financial Management provides full financial management services to the

USAID/Zimbabwe Mission. USAID/Zimbabwe has a large and diverse unilateral assistance program including PEPFAR, Presidential Malaria Initiative, development assistance, Feed the Future, and Food for Peace programs. The Mission has an annual program budget of $210 million per year in addition to $8 million in operating expense and implements more than 30 development projects with a life of project value of $750million.

The FA will play a key role in the implementation of the Agency’s Chief Financial Officer’s strategy in USAID/Zimbabwe, to continuously improve the financial accountability, oversight, and delivery of Agency development programs, increasing the efficiency of Agency business practices and Implementing Partners capacity. The position provides financial management support and advice on the Mission’s programmatic activity design, implementation, evaluation, and closeout.

The FA will serve on Development Objective teams tasked with implementing and achieving results under the Country Development Cooperation Strategy (CDCS). S/he works under the general day-to-day supervision of the Supervisory Financial Analyst.

2. Statement of Duties to be Performed

  1. Ensuring the integrity of financial aspects of developing, implementing and evaluating USAID projects by performing the full range of analysis, review and assessments required to determine the implementing partners’ financial sufficiency of funds and the financial viability to carry out proposed program activities; responsibilities include:

(50%)

  • Leading and coordinating the financial analysis function for assigned portfolio and Development Objective(s) (DO) and in non-DO targets of opportunity activities.
  • Identifying and selecting the most suitable financial and implementation mechanisms that guarantee the effective achievement of program results and secures its financial accountability.
  • Monitoring the financial implementation of program activities and ensuring consistency with program designs; serving as a primary liaison between the USAID/Zimbabwe Mission and partner organizations, C/AORs, and Government officials of Zimbabwe for all matters of mutual interest; Monitoring the financial progress of program activities in the assigned portfolio and verifying the integrity of the financial information in Agency financial management system (Phoenix). This includes, but is not limited to quarterly functions such as accruals, pipeline reporting, 1311 reviews, updating the close-out and audit management trackers and taking action to research and correct any anomalies.
  • Analyzing pipelines to ensure Mission complies with Agency policies on forward funding.

Following up on the causes of excessive or insufficient project pipelines.

  • Assuring compliance with financial reporting requirements spelled out in contracts and agreements.
  • Planning and conducting field visits to examine accounts for accuracy and to ensure proper understanding of USAID financial management requirements and applicable cost principles. Completing site visit reports and tracking and following up on implementation of findings and recommendations.
  • Assisting DO teams with the improvement of financial management systems and procedures at implementing mechanism units, with views towards better control and monitoring over projects.
  • Assisting in the closure of obligating documents, including purchase orders, grants, cooperative agreements, and/or contracts and reconciling actions.
  • Maintaining, reconciling, and analyzing the accounting records for assigned DO portfolio(s). Analyzing coding to ensure accuracy, validity, and compliance with USAID regulations and maximized use of MAPPR for standardized reporting.
  • Performing, in conjunction with the OE/Project Accountant, continuous and specific reviews for DO team activities to fully support outstanding commitments, earmarks and obligations and take action to resolve outstanding items.
  • Providing DO teams and mission management with financial information and expert advice on various types of financial transactions including commitments, obligations, and expenditures of project funds, in order to ensure efficient program implementation.
  • Providing input to activity work plans, expenditure plans and budgets. Actively participates in DO area reviews and meetings.  When required, assists DO team members in solving specific project accounting problems.
  • Preparing financial accounting, reporting, and budget control policies.
  • Assuring open earmarks and open commitments are obligated in a timely manner and any excess funds are de-committed to maximize use of program funds.
  • Liaising with COR/AORs/activity managers and the relevant voucher examiner on liquidations of advances issued to contractors and grantees.
  • Reconciling mechanisms to close out completed activities. This involves working closely with the DO teams and implementing organizations to ensure that final vouchers have been received and paid and that final de-commitment/de-obligations can be made.  Incumbent will work closely with the C/AO and DO team in securing relevant documentation to close out the grants, contracts, and cooperative agreements.

B. Advising on the viability and soundness of potential and ongoing partners and on steps        to be taken to implement pre-award, financial assessment, and audit findings and recommendations to enhance fiscal viability of USAID implementing partner organizations and programs. Responsibilities include:       35%

  • Conducting comprehensive financial, administrative management reviews, and pre-award surveys for assigned portfolios to determine if USAID grantees and contractors are maintaining systems, procedures, and internal controls necessary to adequately and properly manage and account for USAID funds and assets in accordance with the terms and conditions of grants and contracts.
  • Providing an opinion on the confidence to be placed on the grantee’s internal controls and offers advice to grantees on weaknesses and possible solutions to identified problems.
  • Planning for and providing implementing partners with assistance in developing financial, administrative, and internal control systems that adequately safeguard resources and ensure statutory and regulatory compliance.
  • Developing and supervising implementation of recommendations resulting from assessments and pre-award surveys.
  • Compiling and developing an accurate representation of the Mission’s annual audit plan to ensure all required audits of recipients are performed.
  • Assisting the Controller in the conduct of the Mission’s Audit Management Resolution Plan (AMRP); ensuring USAID/Zimbabwe is represented at all necessary audit entrance and exit conferences within assigned portfolio; reviewing and clearing scope of work for assigned portfolio recipient or agency contracted audits; drafting audit-related Mission correspondence; advising the Mission on recipient contract audit requirements and results, and collaborating with the Office of Acquisition and Assistance in maintaining the AMRP tracking system to ensure proper, timely closure of all open audit recommendations.
  • Providing supporting documentation related to financial and control matters in order to adequately close audit recommendations, drafting audit closure memorandums, and uploading final approved memos and supporting documentations to the Consolidated Audit and Compliance System (CACs).

C. Ensuring the integrity of the internal operations of the USAID Mission; responsibilities and other financial management related duties as may be required and assigned by the

Controller:                                                                                                 15%

  • Evaluating the Mission’s administrative and operating procedures and measurement of risk, as requested.
  • Making recommendations as deemed appropriate which would improve the accounting, administrative systems, and management controls, and assisting in the implementation of any recommendations resulting from such evaluation as approved by the Controller.
  • Coordinating the annual Federal Manager’s Financial Integrity Act (FMFIA), the follow-up and closure of the Mission’s outstanding FMFIA weaknesses, and the documentation updates on audit and FMFIA issues required for the quarterly MCRC meetings.
  • Coordinating the agenda and format for the MCRC meetings in coordination with the Controller and MCRC Chair, currently the Deputy Mission Director and drafting minutes and follow up actions from the MCRC meetings.
  • Conducting independent special analysis, including sensitive or privileged information, and identifying potential favorable or unfavorable trends, indications, or irregularities, bringing them to the attention of the Controller and offering solutions to mitigate risks and/or advise on best practices.
  • Understanding and monitoring the status of VAT submissions and reimbursements with partners, Embassy, and the GOZ and liaises with Ministry officials as appropriate. Reconciling VAT related issues to audit findings for closure of VAT related recommendations.
  • Reconciling outstanding USAID loans with the GOZ and liaising with GOZ officials on notice of payments due and quarterly outstanding loan balances.
  • Serve as COR for the Mission’s Financial Management Support Services IDIQ.
  1. Supervisory Relationship: The incumbent reports to the Supervisory Financial Analyst who provides, to the extent required, advice and assistance.  Works with reasonable supervision and is expected to exhibit a high degree of initiative, independence, decision making, and analytical skills.  Incumbent is expected to present only significant policy level issues to the Controller through the Supervisory Financial Analyst for action.

 

  1. Supervisory Controls:
  2. PHYSICAL DEMANDS

The work requested does not involve undue physical demands.

II.      MINIMUM QUALIFICATIONS REQUIRED FOR THIS POSITION

  1. Education: Possession of a university degree (bachelor’s degree) in accounting, finance or business administration is required. A master’s degree in accounting, finance or business administration or a professional certification such as a CPA..
  2. Prior Work Experience: At least 6 years of progressively responsible experience in professional accounting, auditing, or financial management, preferably in public accounting or donor project financing. Work experience in a computerized enabled financial/accounting environment is required.
  3. Language Proficiency: Level IV English is required. English language proficiency, speaking and writing required.

III.     EVALUATION AND SELECTION FACTORS

The Government may award a contract without discussions with offerors in accordance with FAR 52.215-1. The CO reserves the right at any point in the evaluation process to establish a competitive range of offerors with whom negotiations will be conducted pursuant to FAR 15.306(c). In accordance with FAR 52.215-1, if the CO determines that the number of offers that would otherwise be in the competitive range exceeds the number at which an efficient competition can be conducted, the CO may limit the number of offerors in the competitive range to the greatest number that will permit an efficient competition among the most highly rated offers. The FAR provisions referenced above are available at https://www.acquisition.gov/browse/index/far.

The technical evaluation committee may conduct reference checks, including references from individuals who have not been specifically identified by the offeror, and may do so before or after a candidate is interviewed.

Offerors who meet the minimum qualifications listed above will be evaluated and ranked according to the following job-related criteria. Top-ranking candidates will be invited for a written test and an oral interview.

Job Knowledge: (60%)

A thorough knowledge and understanding of professional accounting principles, USG and host government accounting rules and audit requirements, theories, practices and terminology and a thorough knowledge of laws, regulations and procedures governing USAID financial management is required.  Must understand USAID organization and operations and be familiar with USAID strategic activity design, implementation, evaluation, policies and processes.  Extensive knowledge and understanding of USG and GoZ governmental operating budgets and regulations.

Skills and Abilities: (40%)

Must be able to analyze accounting processes and identify practices and procedures which require correction or modification.  Must be able to perform sophisticated analysis of management controls and capabilities of partner/beneficiary organizations and make independent judgments on their institutional accounting and management capabilities.  Must be able to assimilate, distill, prioritize, and present facts and recommendations in a clear, concise manner, both orally and in writing.  Must be able to communicate effectively with non-accounting personnel in explaining accounting, audit, and management requirements and potentials.  Proficiency in Microsoft EXCEL spreadsheet software is required, as is the ability to work with data processing software such as Microsoft Word, PowerPoint, and Access.  Must be skilled in the use of computer-based analytical programs and the USAID data management systems.

IV.  SUBMITTING AN OFFER

  1. Eligible offerors are required to complete and submit this google form, and
  2. Complete and submit the application package via email to [email protected] to the attention of the Human Resources Office. The application package must include the following documents:
  3. USAID Form AID 309-2 PSC Application Form (Offeror Information for Personal Services Contracts) with handwritten signature (available at the USAID website, http://www.usaid.gov/forms/).
  4. A signed application letter, detailing how the applicant meets the above minimum qualifications and evaluation criteria. Please type in the letter your response to each item, e.g., education, experience, job knowledge, etc. and state how you meet the targeted minimum qualifications and evaluation criteria. Failure to do this will result in you not being shortlisted. Please do not issue your documents in a zipped format.
  5. A current resume relevant to the position (no more than 2 pages).
  6. Names of three professional references, including at least one current/former supervisor, that have knowledge of the offeror’s ability to perform the duties set forth in the solicitation. This information may be included in the cover letter or resume/CV.
  7. Any other documentation that addresses the qualification requirements of the position listed above. Offerors who do not include all above required documents in their offer submission will not be considered for this position.
  8. Offers must be received by the closing date and time specified in Section I, item 3, and submitted to [email protected] to the attention of the Human Resources Office.
  9. Offeror submissions must clearly reference the Solicitation number on all offeror submitted documents

V.       LIST OF REQUIRED FORMS PRIOR TO AWARD

The CO will provide instructions about how to complete and submit the following forms after an offeror is selected for the contract award:

  1. Security Eligibility/Facility Access Forms
  2. Medical Clearance Forms
  3. Forms for use of government furnished equipment and remote access as applicable.
  4. Financial Disclosure, as appropriate

VI.     BENEFITS AND ALLOWANCES

 

Benefits and allowances are in accordance with the U.S. Mission Zimbabwe Local Compensation Plan and will be communicated to the successful candidate.

VII.   TAXES

Locally Employed Staff are responsible for paying local income taxes. The U.S. Mission does not withhold year-end local income tax payments.

VIII. USAID REGULATIONS, POLICIES AND CONTRACT CLAUSES PERTAINING TO                   PSCs

USAID regulations and policies governing CCNPSC and TCNPSC awards are available at these   sources:

  1. USAID Acquisition Regulation (AIDAR), Appendix J, “Direct USAID Contracts With a Cooperating Country National and with a Third Country National for Personal Services Abroad”, including contract clause “General          Provisions,”     available       at https://www.usaid.gov/ads/policy/300/aidar
  2. Contract Cover Page form AID 309-1 available at https://www.usaid.gov/forms. Pricing by line item is to be determined upon contract award as described below:

LINE ITEMS

ITEM

NO

(A)

SUPPLIES/SERVICES (DESCRIPTION)

(B)

QUANTITY

(C)

UNIT

(D)

UNIT

PRICE

(E)

AMOUNT

(F)

0001 Base Period – Compensation, Fringe Benefits and

Other Direct Costs (ODCs)

–  Award Type: Cost

–  Product Service Code: [e.g., R497]

–  Accounting Info: [insert one or more citation(s) from

Phoenix/GLAAS]

1 LOT $ _TBD_ $_TBD at Award

negotiations Contractor_

after

with

1001 Option Period 1Compensation, Fringe Benefits and Other Direct Costs (ODCs)

–  Award Type: Cost

–  Product Service Code: [e.g., R497]

–  Accounting Info: [insert from Phoenix/GLAAS]

1 LOT $

_TBD__

$_TBD at Award

negotiations Contractor_

after

with

2001 Option Period  2 Compensation, Fringe Benefits and Other Direct Costs (ODCs)

–  Award Type: Cost

–  Product Service Code: [e.g., R497]

–  Accounting Info: [insert from Phoenix/GLAAS]

1 LOT $

_TBD__

$_TBD at Award

negotiations Contractor_

after

with

3001 Option Period  3 Compensation, Fringe Benefits and Other Direct Costs (ODCs)

–  Award Type: Cost

–  Product Service Code: [e.g., R497]

–  Accounting Info: [insert from Phoenix/GLAAS

1 LOT $

_TBD__

$_TBD at Award

negotiations Contractor_

after

with

4001 Option Period  4 Compensation, Fringe Benefits and Other Direct Costs (ODCs)

–  Award Type: Cost

–  Product Service Code: [e.g., R497]

–  Accounting Info: [insert from Phoenix/GLAAS

1 LOT $

_TBD__

$_TBD at Award negotiations Contractor after

with

  1. Acquisition & Assistance Policy Directives/Contract Information Bulletins (AAPDs/CIBs) for

Personal Services Contracts with Individuals available at http://www.usaid.gov/work-usaid/aapds-cibs

  1. Ethical Conduct. By the acceptance of a USAID personal services contract as an individual, the contractor will be acknowledging receipt of the “Standards of Ethical Conduct for Employees of the Executive Branch,” available from the U.S. Office of Government Ethics, in accordance with

General     Provision         2          and       5          CFR     2635.    See https://www.oge.gov/web/oge.nsf/resources_standards-of-conduct.

5.    PSC Ombudsman

The PSC Ombudsman serves as a resource for any Personal Services Contractor who has entered into

a contract with the United States Agency for International Development and is available to provide clarity on their specific contract with the Agency. Please visit our page for additional information: https://www.usaid.gov/work-usaid/personal-service-contracts-ombudsman.

The PSC Ombudsman may be contacted via: [email protected].

  1. FAR Provisions Incorporated by Reference

[Insert the applicable FAR date in the format 3-LETTER MONTH, 4-DIGIT YEAR]

52.204-27 PROHIBITION ON A BYTEDANCE COVERED APPLICATION 05/22/2024