20340622R00001 Amnd 0003.pdf

(x)

20340622R00001 x x

1 copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted ; or (c) By separate letter or electronic communication which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGEMENT TO BE

RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR

OFFER. If by virtue of this amendment you desire to change an offer already submitted , such change may be made by letter or electronic communication, provided each letter or electronic communication makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

x

Parkersburg WV 26101

FSA-PARKERSBURG

200 Third Street Avery 5F Division of Procurement Bureau of the Fiscal Service

Parkersburg WV 26101

ATTN: D.CAROZZA

FSA-DCAROZZA

200 Third Street Avery 5F Division of Procurement Bureau of the Fiscal Service

11/24/20210003

13. THIS ITEM ONLY APPLIES TO MODIFICATION OF CONTRACTS/ORDERS. IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

12. ACCOUNTING AND APPROPRIATION DATA (If required) is not extended.is extended, Items 8 and 15, and returning

Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended , by one of the following methods: (a) By completing

The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offers

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

FACILITY CODE CODE

10B. DATED (SEE ITEM 13)

10A. MODIFICATION OF CONTRACT/ORDER NO.

9B. DATED (SEE ITEM 11)

9A. AMENDMENT OF SOLICITATION NO.

CODE

8. NAME AND ADDRESS OF CONTRACTOR (No., street, county, State and ZIP Code)

7. ADMINISTERED BY (If other than Item 6)CODE 6. ISSUED BY

PAGE OF PAGES

4. REQUISITION/PURCHASE REQ. NO.3. EFFECTIVE DATE2. AMENDMENT/MODIFICATION NO. 5. PROJECT NO. (If applicable)

1. CONTRACT ID CODE

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

11/04/2021

CHECK ONE A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority) appropriation data, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

E. IMPORTANT: Contractor is not is required to sign this document and return __________________ copies to the issuing office.

ORDER NO. IN ITEM 10A.

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

The Bureau of the Fiscal Service, on behalf of the Community Development Financial

Institutions (CDFI) Fund, is issuing this amendment to the solicition for the purpose of answering vendor questions and extending the deadline for proposal submissions. All other aspects of the solicitation remain unchanged. Please see the attached Q&A document.

All proposals shall now be received no later than 12:00PM (Noon) ET on Friday, December 03, 2021.

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)15A. NAME AND TITLE OF SIGNER (Type or print)

15C. DATE SIGNED 16B. UNITED STATES OF AMERICA 15B. CONTRACTOR/OFFEROR 16C. DATE SIGNED

(Signature of person authorized to sign) (Signature of Contracting Officer)

TODD R. ASHCROFT

STANDARD FORM 30 (REV. 11/2016)

Prescribed by GSA FAR (48 CFR) 53.243

Previous edition unusable

Except as provided herein, all terms and conditions of the document referenced in Item 9 A or 10A, as heretofore changed, remains unchanged and in full force and effect .

Question 1: Budget: Has a budget or cost range been established for this project? If so, could you share it with us.

Answer 1: $900k-$1,050,000.

Question 2: Eligible Participants: Who are the eligible participants in the case study/survey and training portions of the project (e.g., organizations that have completed projects, organizations that were successful in the application stage but never completed a project, tribes that applied but were not successful, non-tribal CDEs, investors, and lenders who want to or have provided capital in Indian Country)?

Answer 2: The case studies will explore past NMTC investments in Native Areas and the role of the tribal government, tax credit investor, leverage debt provider, QALICB and Allocatee in those investments. Per the Performance Work Statement, the survey, “…will develop a distinct survey instrument for each party in the NMTC investment. For example, the Contractor will develop a set of survey questions for the Native QALICB project sponsor that are distinct from the survey questions for the tribal government representative, the Allocatee, the leverage debt provider, and the tax credit investor.” By analyzing the case studies from various angles, the CDFI Fund and Vendor will be able to identify potential best practices that various stakeholders can use to overcome the challenges to successful NMTC investment in Native Areas.

The criteria for who may be eligible to attend the NMTC Technical Workshops will be determined by the CDFI Fund as stated on page 5 of the Performance Work Statement and will focus on Native CDEs, Native CDFIs, and other Native Entities. No prior participation in the NMTC program will be required to participate in the NMTC Technical Workshops.

The Best Practice Workshops will target a broader audience as described on page 5 of the Performance Work Statement: “The Contractor will use the survey findings and the Survey Report to inform workshops for stakeholders involved in NMTC investments in Indian County, including representatives of tribes, Alaskan Native Villages, Native Hawaiian organizations, Native CDFIs, Native CDEs, non-Native CDEs, banks and tax credit investors.”

Question 3: Travel: Whose travel costs are to be included in the contractor's travel budget for this project (e.g., contractors, trainees, other participants)?

Answer 3: The Contractor should include travel costs in its budget for participants and key staff members that are needed to ensure effective administration of the Technical Workshops. The Contractor should also plan to complement in-person attendance by using technology. See highlighted text below from the Performance Work Statement

III. NMTC Technical Workshops

b. Conduct a Minimum of Two (2) NMTC Technical Workshops: These workshops may be delivered either online, or in-person. The CDFI Fund will have significant input on the NMTC Technical Workshops. This includes the ability to: (1) determine the number of workshops; (2) decide how they will be delivered; (3) determine the location; and (4) who will be invited to attend. If applicable, the CDFI Fund may also set aside funding for the following groups to attend in-person workshops: (1) Native Entities: (2) Contractor;

and (3) CDFI Fund staff. The CDFI Fund will only plan to cover in-person attendance for individuals that it determines need to be present in order to ensure the effective administration of the Technical Assistance Workshops and will review, approve and may deny funding for individuals that are deemed not to be essential to this task. Lastly, Contractor will evaluate the effectiveness of the workshops by having participants complete a post-workshop evaluation.

V. Best Practices Workshops

c. The CDFI Fund will determine the number and location of workshop(s). The CDFI Fund may set aside funding for in-person workshops, if applicable, for the following groups to attend: (1) Native Entities: (2) Contractor; and (3) CDFI Fund staff. The CDFI Fund will only plan to cover in-person attendance for individuals that it determines need to be present in order to ensure the effective administration of the Best Practices Workshops and will review, approve and may deny funding for individuals that are deemed not to be essential to this task.

Question 4: Workshops: Does the budget assume one- or two-day workshops? Will the workshops be the same substantive content, or will there be one for CDEs that are prepared to receive investment and a different one for tribes or CDEs that need preparation information?

Answer 4: Per the Performance Work Statement, there will be a minimum of two (2) 1 day workshops and the option for an additional Best Practices Workshop. The two workshops described in section III. NMTC Technical Workshops will be identical in content. The additional Best Practices Workshop(s) will have distinct content from the NMTC Technical Workshops that reflects the best practices and lessons learned from the survey findings and Survey Report. The Best Practices Workshop(s) will also be 1 day unless the CDFI Fund and Contractor find a compelling reason for extending it to more than 1 day.

Question 5: Required Points/Stages of CDFI Fund Approval: At which stages in the project will the contractor need to seek approval of materials, content, etc. from the CDFI Fund? Has the time required to receive approval from the CDFI Fund or responses to contractor inquiries been factored into the required timeline of this project? If not, can the CDFI Fund suggest a standard amount of time to be used for proposal purposes?

Answer 5: The CDFI Fund expects to work collaboratively with the contractor in developing all materials, training content, etc. discussed in the Performance Work Statement. The CDFI will ultimately review and formally approve final versions of each deliverable. The time required to review and approve has been factored into the general timeline. However, the contractor may suggest updates to the timeline based on previous experience managing similar projects. The CDFI Fund will consider any suggested updates and determine whether or not to adopt them.

Question 6: Level of Contractor Control in Determining Case Studies and Developing Training Material: What degree of independence will the contractor have in identifying appropriate subjects for the case studies and in developing training materials that meet the needs identified thought the early tasks in this project? Will the CDFI Fund retain sole control over these decisions? Or will there be a balancing of contractor decision-making informed by its research activities and CDFI oversight?

Answer 6: As stated in the PWS item II (b), the Contractor will recommend 18 to 20 QALICBs for Case Studies that the CDFI Fund will review. The CDFI Fund will select 9 QALICB Case Studies. The Contractor may note compelling reasons for selecting a sub-set of the 18-20 recommended QALICBs. The CDFI Fund expects to work collaboratively with the contractor in developing all materials, training content, etc. The contractor will have an opportunity, after the CDFI Fund has provided input, to work independently. However, the work product will be subject to CDFI Fund review and approval. The CDFI Fund expects to provide feedback and have input on any and all final deliverables and will not approve, until required updates are made and the CDFI Fund determines it to acceptable.

Question 7: The solicitation is currently due the day after Thanksgiving, which is a recognized holiday for many and with the day preceding Thanksgiving a travel day for many. Would the Government consider extending the deadline three business days, to the following Wednesday, 1 December, to allow contractors to both prepare a comprehensive proposal response and enjoy time with their families?

Answer 7: The deadline to submit proposals is being extended to Friday, December 3, 2021 by

12:00PM (NOON) ET.

Question 8: The RFP states: "The offeror shall certify its business size under NAICS Code 541611 and have an active status in the System for Award Management (SAM) online data base at https://www.sam.gov/ prior to the planned award date of July 15, 2020." Can the government provide an updated Award Date?

Answer 8: Prior to the estimated award date of late January to early February.

Question 9: Please confirm that the resumes provided in "Volume VII. Task Order Key Personnel" are limited to Key Personnel only.

Answer 9: Yes, key personnel only.

Question 10: Is this work, in whole or in part, a recompete of a current contract? If so, please identify the incumbent contractor(s).

Answer 10: This is not for a recompete contract.

Question 11: The government lists the deliverable completion date for the II.(d) Survey Report as "Contractor will complete within eight(8) months of contract execution." Please clarify if the deliverable needs to be completed within ten months or eight months.

Answer 11: There is a typo in the Performance Work Statement. The correct number of months is 8.