71311119Q0005_-_RFQ.pdf

COMBINED SYNOPSIS/SOLICITATION FOR COMMERCIAL ITEMS

General Information

Document Type: Combined Solicitation/Synopsis

Solicitation Number: 71311119Q0005

Response Date: June 26, 2019

NAICS Code: 561499

Product or Service Code: B547

Contracting Office Address:

Overseas Private Investment Corporation (OPIC)

1100 New York Avenue, NW

Washington DC, 20527

Section (i)

This is a combined synopsis/solicitation for commercial items prepared in accordance with the format in Federal

Acquisition Regulation (FAR) subpart 12.6, “Streamlined Procedures for Evaluation and Solicitation for Commercial

Items,” as supplemented with additional information included in this notice. The Government intends to award a hybrid Firm-Fixed Price (FFP) and Time & Materials (T&M) contract IAW FAR Part 13 Simplified Acquisition

Procedures; therefore, competitive range determinations as provided for in FAR Part 15 Contracting by Negotiation, are not applicable under this FAR Part 13 acquisition.

Section (ii) The solicitation reference number is 71311119Q0005. This requirement is issued as a Request for Quote

(RFQ).

Section (iii) The solicitation document and incorporated provisions and clauses are those in effect through Federal

Acquisition Circular (FAC 2005-83).

Section (iv) This solicitation is unrestricted. However, consideration will be given to small business. The associated

North American Industrial Classification System (NAICS) code for this procurement is 561499.

Section (v) The Contract Line Item Numbers, Items, Quantities, and Units of Measure (including options) --- N/A

Section (vi) Requirements: See Attachment 1- Statement of Work (SOW)

Section (vii) Date(s) and place(s) of delivery and acceptance and FOB are as follows.

A. One year base and Four year options:

B. Implementation period shall be for nine months from the date of award work with up to three one-month extensions as mutually agreed between OPIC and contractor.

C. Ongoing services to be provided annually with up to four one-year option at OPIC’s discretion.

D. 1100 New York Avenue, N.W. Washington, D.C. 20527.

Section (viii) The provision at 52.212-1, Instructions to Offerors – Commercial Items (Jan 2017), applies to this acquisition. The following addendum is hereby attached to this provision:

The quotation consists of two parts. Part I is the Non-Price Factors and Part II is the Price Factor. This section details the content requirements for each Part.

Part I – Non-Price Factors

Factor One: Technical Capability (No more than 15 pages)

The quoter shall demonstrate their knowledge, understanding and capabilities for meeting the requirements in the

SOW. Moreover, the quoter shall provide an efficient methodology for accomplishing the tasks listed in SECTION

2.0 of the SOW. The quotation shall include:

1. A discussion of how each Task of the SOW will be accomplished including proposed methods and techniques for completing each task; and 2. A discussion which supports how the quoter will ensure full performance of each task.

Factor Two: Management Approach

The quoters shall explain their plan to staff the team to accomplish the task outlined in section 2.4 (B) of the SOW.

The quoter shall explain their proposed approach, specifically with regard to Administrative support services and the number of people to complete the work identified in the SOW for this solicitation. (No more than 15 pages).

Factor Three: Past Performance

All proposals should provide experience and track record of performing similar work for companies of our size and expertise, related to System, Administrative Services, or a combination of both.

Please include a list of 10 largest clients using System and/or Administrative Services, and/or the industry in which they work, company size, and strategy

Quoters shall use Attachment 2 – Past Performance and fill out all fields. Please include at least 3 reference clients

(contact name, telephone number and email address) and a sufficiently detailed explanation of past and/or current requirements of similar scope and magnitude.

Past Performance examples shall be as a prime contractor or first-tier subcontractor on previous or current projects/tasks that are similar in size, scope, and complexity to the work identified in this RFQ's SOW. Past

Performance does not necessarily have to be Government-related; but it is important to demonstrate and provide evidence of past performance for work similar in size, scope, and complexity to that described in this RFQ.

The Government may contact the points-of-contact provided in the examples to verify the validity of the information the Quoter provides in Attachment 2 – Past Performance. The Government may also use present and/or past performance data obtained from a variety of sources, not just those contracts identified by the Quoter.

Part II – Price

Price Submission

In a separate electronic document, the Quoter shall submit a Price Quotation, and include the following information:

All proposals should provide detailed, all-in annual cost of the System, Administrative Services, or combination of both services to be provided.

a. Identify separate cost components (i.e. license fee, installation/set-up fees, time & materials, per user, per fund, etc.).

b. Identify System cost and Administrative Services cost separately, if appropriate, noting any cost savings if

System and Administrative Services are bundled together in one offering;

c. Identify any changes in costs for increased activity (i.e. an increase in number of funds in portfolio, an increase in number of portfolio companies, an increase in number of users, etc.)

The Quoter shall include the following information in the cover letter of its price Quotation:

• Dun & Bradstreet Number (DUNS);

• Main point of contact, including name, telephone number, and e-mail address; and

• Complete business mailing address.

The Quoter shall provide a complete proposed price for each CLIN (See Attachment 3). The Quoter is encouraged to provide a discount from their established price/rates.

Oral Presentations: Based on OPIC’s review of submitted proposals, OPIC reserves the right to select certain firms to provide oral presentation to a selection committee. Proposals will be thoroughly reviewed prior to the presentation and, therefore, the focus of the presentation will be on areas best presented in a face-to-face setting, as well as the offeror’s fielding of questions OPIC may have. The Contracting Officer will be responsible for leading and managing the engagement at this meeting.

-Contractors submitting proposals for the System should have significant industry knowledge of private equity and investment management front-, middle- and back-office operations, and demonstrable experience, track record and a client list evidencing an ability to deliver, implement and support a proven data platform. OPIC will not consider proposals for systems or platforms under development or those without a substantial track record of proven system functionality and deployment and/or service delivery.

-Contractors submitting proposals for the Administrative Services should have significant experience and track record in providing back office reporting and administration services for investment managers and/or private equity fund managers (i.e. general partners, or GPs) and fund investors (i.e. limited partners, or LPs). Note that track records will be confirmed by reference calls.

Section (ix) The provision at 52.212-2, Evaluation – Commercial Items (Oct 2014), applies to this acquisition.

(a) One award will be made to the responsible Quoter submitting an overall Quotation that is determined most advantageous to the Government, price and non-price criteria considered. Award will be made to the firm whose

Quotation meets the Government's requirements and whose technical criteria and price, when combined, represent the best value to the Government. The technical evaluation criteria are significantly more important than price.

The Government will not make an award at a significantly higher overall price to the Government to achieve only slightly superior technical capability. The Government will conduct a tradeoff analysis that involves the assessment of benefits of superior technical capability features (i.e., benefits clearly attributable to increased productivity, probability of successful contract performance, and/or unique and innovative approaches or capabilities) versus the added price. Overall price to the Government may become the ultimate determining criterion for award of the contract as Quotations become more equal based on other criteria.

Factor One: Technical Capability

The Government will evaluate the Quoter's Technical Capability by evaluating: (1) the extent to which the Quoter presents a detailed plan of the proposed methods and techniques for successfully performing each task in the SOW;

(2) the experience of the proposed labor mix and the extent to which the Quoter supports how each task will be fully performed.

Factor Two: Management Approach

The Government will evaluate quoters plan to staff the team to accomplish the task outlined in the section 2.4 (B) of the SOW. The Government will evaluate the quoter proposed approach, specifically with regard to Administrative support service and the number of people to complete the work identified in the SOW.

Factor Three: Past Performance/Experience

The Government will review all past performance data submitted with the quotation and may contact the referenced companies/organizations and others to verify the past performance information. If no past performance information is available, the Quoter will receive a "Neutral" rating for Past Performance, which will not be evaluated favorably or unfavorably when the Government determines which Quoters represent the best value to the Government.

Factor Four: Price

The Government will conduct a price analysis by (a) comparing the Quoters' response to this solicitation and (b) comparing the Quotations against the Independent Government Cost Estimate (IGCE). Price analysis will be conducted to determine that the prices are fair and reasonable. The Government will determine whether the price, inclusive of all CLINs, is fair and reasonable, and whether the price, in combination with the technical evaluation factor specified in the solicitation, represents the best value to the Government.

(b) Options. The Government will evaluate offers for award purposes by adding the total price for all options to the total price for the basic requirement. The Government may determine that an offer is unacceptable if the option prices are significantly unbalanced. Evaluation of options shall not obligate the Government to exercise the option(s). The

Government will evaluate FAR clause 52.217-8 Option to Extend Services (NOV 1999).

(c) A written notice of award or acceptance of an offer, mailed or otherwise furnished to the successful offeror within the time for acceptance specified in the offer, shall result in a binding contract without further action by either party.

Before the offer’s specified expiration time, the Government may accept an offer (or part of an offer), whether or not there are negotiations after its receipt, unless a written notice of withdrawal is received before award.

Section (x) FAR 52.212-3 Offeror Representations and Certifications—Commercial Items

(Nov 2017), applies to this acquisition. The Offeror shall complete only paragraph (b) of this provision if the Offeror has completed the annual representations and certification electronically via the System for Award Management

(SAM) website located at https://www.sam.gov/portal. If the Offeror has not completed the annual representations and certifications electronically, the Offeror shall complete only paragraphs (c) through (u) of this provision.

Section (xi) The clause at 52.212-4, Contract Terms and Conditions – Commercial Items (Jan 2017), applies to this acquisition. The following addendum has been attached to this provision: Addendum

The clause 52.217-9 Option to Extend the Term of the Contract (MAR 2000).

(a) The Government may extend the term of this contract by written notice to the Contractor at any time within the term of the contract, provided that the Government gives the Contractor preliminary written notice of its intent to extend at least (30) days before the contract expires. The preliminary notice does not commit the Government to an extension.

(b) If the Government exercises this option, the extended contract shall be considered to include this option clause.

(c) The total duration of this contract, including the exercise of any options under this clause, shall not exceed 60 months.

Original invoices shall be e-mailed to the Contracting Officer Representative (COR) with a courtesy going to the

Contracting Officer, and Contract Specialist.

Section (xii) The clause at 52.212-5, Contract Terms and Conditions Required to Implement Statutes or Executive

Orders – Commercial Items (Nov 2017), applies to this acquisition.

The following subparagraphs of FAR 52.212-5 are applicable:

FAR 52.204-10 Reporting Executive Compensation and First-Tier Subcontract Awards (Oct 2016) https://www.acquisition.gov/far/html/52_200_206.html#wp1141649

FAR 52.204-14 Service Contract Reporting Requirements (JAN 2014)

FAR 52.209-6 Protecting the Government’s Interest When Subcontracting with Contractors Debarred, Suspended, or Proposed for Debarment (AUG 2013)

FAR 52.209-9 Updates of Publicly Available Information Regarding Responsibility Matters (JUL 2013)

FAR 52.219-8 Utilization of Small Business Concerns (Nov 2016)

FAR 52.222-3 Convict Labor (June 2003)

FAR 52.222-19 Child Labor—Cooperation with Authorities and Remedies (Oct 2016)

FAR 52.222-21 Prohibition of Segregated Facilities (Apr 2015)

FAR 52.222-26 Equal Opportunity (Sept 2016)

FAR52.222-35 Equal Opportunity for Veterans (Oct 2015)

FAR 52.222-36 Equal Opportunity for Workers with Disabilities (Jul 2014)

FAR 52.222-37 Employment Reports on Veterans (FEB 2016)

FAR 52.222-40 Notification of Employee Rights Under the National Labor Relations Act

(DEC 2010)

FAR 52.222-50 Combating Trafficking in Persons (Mar 2015)

FAR 52.222-54 Employment Eligibility Verification (AUG 2013)

FAR 52.223-18 Encouraging Contractor Policies to Ban Text Messaging While Driving (Aug 2011)

FAR 52.225-13 Restrictions on Certain Foreign Purchases (Jun 2008)

FAR 52.232-33 Payment by Electronic Funds Transfer – System for Award Management (Jul 2013)

Section (xiii) The following additional FAR provisions and clauses are necessary for this acquisition and consistent with customary commercial practices: (See Attachment 4 – OPIC Terms and Conditions).

FAR 52.204-21 – Basic Safeguarding of Covered Contractor Information Systems (Jun 2016)

(a) Definitions. As used in this clause—

“Covered contractor information system” means an information system that is owned or operated by a contractor that processes, stores, or transmits Federal contract information.

“Federal contract information” means information, not intended for public release, that is provided by or generated for the Government under a contract to develop or deliver a product or service to the Government, but not including information provided by the Government to the public (such as on public Web sites) or simple transactional information, such as necessary to process payments.

“Information” means any communication or representation of knowledge such as facts, data, or opinions, in any medium or form, including textual, numerical, graphic, cartographic, narrative, or audiovisual (Committee on

National Security Systems Instruction (CNSSI) 4009).

“Information system” means a discrete set of information resources organized for the collection, processing, maintenance, use, sharing, dissemination, or disposition of information (44 U.S.C. 3502).

“Safeguarding” means measures or controls that are prescribed to protect information systems.

(b) Safeguarding requirements and procedures.

(1) The Contractor shall apply the following basic safeguarding requirements and procedures to protect covered contractor information systems. Requirements and procedures for basic safeguarding of covered contractor information systems shall include, at a minimum, the following security controls:

(i) Limit information system access to authorized users, processes acting on behalf of authorized users, or devices (including other information systems).

https://www.acquisition.gov/far/html/52_222.html#wp1147479 https://www.acquisition.gov/far/html/52_222.html#wp1147656 https://www.acquisition.gov/far/html/52_222.html#wp1147711 https://www.acquisition.gov/far/html/52_222.html#wp1158632 https://www.acquisition.gov/far/html/52_222.html#wp1162802 https://www.acquisition.gov/far/html/52_222.html#wp1148123

(ii) Limit information system access to the types of transactions and functions that authorized users are permitted to execute.

(iii) Verify and control/limit connections to and use of external information systems.

(iv) Control information posted or processed on publicly accessible information systems.

(v) Identify information system users, processes acting on behalf of users, or devices.

(vi) Authenticate (or verify) the identities of those users, processes, or devices, as a prerequisite to allowing access to organizational information systems.

(vii) Sanitize or destroy information system media containing Federal Contract Information before disposal or release for reuse.

(viii) Limit physical access to organizational information systems, equipment, and the respective operating environments to authorized individuals.

(ix) Escort visitors and monitor visitor activity; maintain audit logs of physical access; and control and manage physical access devices.

(x) Monitor, control, and protect organizational communications (i.e., information transmitted or received by organizational information systems) at the external boundaries and key internal boundaries of the information systems.

(xi) Implement subnetworks for publicly accessible system components that are physically or logically separated from internal networks.

(xii) Identify, report, and correct information and information system flaws in a timely manner.

(xiii) Provide protection from malicious code at appropriate locations within organizational information systems.

(xiv) Update malicious code protection mechanisms when new releases are available.

(xv) Perform periodic scans of the information system and real-time scans of files from external sources as files are downloaded, opened, or executed.

(2) Other requirements. This clause does not relieve the Contractor of any other specific safeguarding requirements specified by Federal agencies and departments relating to covered contractor information systems generally or other Federal safeguarding requirements for controlled unclassified information (CUI) as established by Executive Order 13556.

(c) Subcontracts. The Contractor shall include the substance of this clause, including this paragraph (c), in subcontracts under this contract (including subcontracts for the acquisition of commercial items, other than commercially available off-the-shelf items), in which the subcontractor may have Federal contract information residing in or transiting through its information system.

(End of clause)

Section (xiv) Rating under the Defense Priorities and Allocations System (DPAS) – N/A.

Section (xv) The date, time and place offers are due: All offers are due June 26, 2019 at 13:00p.m. Eastern

Standard Time (EST). All offers must be submitted electronically to Esan.Sumner@opic.gov and

Emily.McLaughlin@opic.gov

Section (xvi) Any requests for additional information or explanations concerning this document must be submitted to Esan Sumner, Contract Specialist, (202) 357-3958 Esan.Sumner@opic.gov or Ms. Emily McLaughlin, Contracting Officer at (202) 336-8549 / Emily.McLaughlin@opic.gov no later than Thursday, June 13, 2019 at 13:00 p.m. EST. In order to receive responses to questions, Quoter must cite the section, paragraph number, and page number.

Attachments

Attachment 1 – Statement of Work

Attachment 2- Past Performance

Attachment 3- Pricing

Attachment 4 - OPIC Terms and Conditions mailto:Esan.Sumner@opic.gov mailto:Emily.McLaughlin@opic.gov mailto:Emily.McLaughlin@opic.gov