77344423Q0019 Amd 1.pdf

(x)

77344423Q0019 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

DFC

Washington DC 20527 1100 New York Ave., NW

DFC

08/16/20230001

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

07/20/2023

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 purpose of this amendment is to:

1. Extend the due date for responses until August 28, 2023 and provide updates in response to the questions submitted.

2. Update the Point of Contact and other details under the Addendum to FAR 52.212-1 and

52.212-1.

3. Clarify the ordering period as 9/30/2023 - 9/29/2028.

4. Updated the Statement of Work, Para 17 and remove the requirement for a quality control plan.

5. Update the subcontracting plan outline.

6. Update FAR Clause 52.212-5.

7. Offerors are reminded to include a signed copy of this amendment with its' quote.

Continued ...

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)

Melissa Hergenrader

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 .

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

NAME OF OFFEROR OR CONTRACTOR

2 2

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

(A) (B) (C) (D) (E) (F)

77344423Q0019/0001

LIST OF CHANGES:

Period Of Performance End Date changed from

29-SEP-24 to 29-SEP-28

Bids due date : 14-AUG-23 changed to 28-AUG-23

Date distributed : 20-JUL-23 changed to 15-AUG-23

Section C: Clause titled "STATEMENT OF WORK" is incorporated as follows: See below.

Section I: Clause titled "Contract Terms and

Conditions Required To Implement Statutes or

Executive Orders - Commercial Products and

Commercial Services. (JUN 2023)" is revised as follows:

X (17) 52.219-8, Utilization of Small Business

Concerns (OCT 2022) (15 U.S.C. 637(d)(2) and (3)).

X (18)(i) 52.219-9, Small Business Subcontracting

Plan (OCT 2022) (15 U.S.C. 637(d)(4)).

Section L: Clause titled "ADDENDUM TO FAR

52.212-1 & 52.212-2" is incorporated as follows:

See below.

Period of Performance: 09/30/2023 to 09/29/2028

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

Sponsored by GSA

FAR (48 CFR) 53.110

Statement of Work (SOW) U.S. International Development Finance Corporation (DFC) Project Title: Office of Equity & Investment Funds (OEIF) Direct Equity

GENERAL INFORMATION

U.S. International Development Finance Corporation (DFC) is America’s development bank. DFC partners with the private sector to finance solutions to the most critical challenges facing the developing world today. We invest across sectors including energy, healthcare, critical infrastructure, and technology.

DFC also provides financing for small businesses and women entrepreneurs in order to create jobs in emerging markets. DFC investments adhere to high standards and respect the environment, human rights, and worker rights. For more information on DFC and its programs see www.dfc.gov.

1.0 BACKGROUND

DFC’s Office of Equity & Investment Funds (OEIF) department of Direct Equity requires multiple contractors to help evaluate and provide due diligence for specific direct equity transactions. The contractor shall aid and advise DFC in the specific work areas in the proceeding paragraphs.

2.0 SCOPE

DFC is issuing a Multiple-Award Indefinite Delivery, Indefinite Quantity Contract (IDIQ) with a value of

$7.5 million to procure contractor services to assist in financial services, environmental/social services, information technology, engineering, and technical support on one or more of the tasks listed below. DFC requires multiple contractors who can perform work in one or several areas including financial, tax, accounting, information technology, market landscape, environmental, social and governance (ESG), technical/engineering, and commercial due diligence, specific to emerging markets in Latin America, Africa, Asia, Central/Eastern Europe, and other DFC eligible countries.

3.0 REQUIREMENTS

Task 1: Financial/ Tax Evaluate company accounting, tax, and financial performance. This may include but is not limited to:

business overview and background; the integrity of financial information and statements (forensic accounting) such as revenue recognition, quality of earnings, expense recording, etc.; historical financial performance review; assessment of key financial items such as margins, working capital, debt, capital expenditures, fixed assets, etc.; related party transactions, commitments and contingencies, company valuation, financial modeling, validation of tax assumptions, evaluation of tax reporting compliance, and potential tax liabilities or assessments. Output includes a written report on summary of findings and recommendations.

Task 2: Environmental and Social (E&S) Evaluate E&S and other policies and procedures of a company to evaluate compliance with International

Finance Corporation (IFC) Performance Standards, DFC Environmental and Social Policies and

Procedures, and national and local regulations. This may include but is not limited to: reviewing permits/approvals for operations; assessing a company's implementation, monitoring, and reporting on

E&S; identifying areas of Environmental, Health, and Safety (EHS) risk; evaluating supply chain management plans and implementation, determining industry and company-specific E&S risk and mitigations. Output includes a written report on summary of findings, performance benchmarking, and recommendations.

Task 3: Technical/Engineering Evaluate technical and engineering aspects of investments specific to the sector (e.g., renewable energy, healthcare, ICT, etc.). This may include but is not limited to: technical design and capabilities of system;

operations and maintenance; company technical team capabilities and organization; safety and performance; analytic capabilities; supplier contracts and procurement; review of technical operations;

competitiveness of product/system in terms of cost, performance; assessment of capital and operating expenditures, forecasts and reasonableness of projections and achievability, etc. Output includes a written report on a summary of findings and recommendations.

Task 4: Technology Systems/Platform Evaluate technology platform, product development, scalability, performance, features, and capabilities.

This may include but is not limited to: technology roadmap and product alignment with strategy; security, threats, and data integrity; tech team capability; internal processes (task management, delivery methodology, software testing, incidents management); system architecture (application/infra design, service availability, security); customer user experience/user interface (UX/UI); data capture process;

technology risk and threats; cost-effectiveness; product operations such as user flow, service/support, and industry compliance. Output includes a written report on a summary of findings, and recommendations.

Task 5: Commercial/Market Landscape Evaluate company business/commercial fundamentals and market landscape. This may include but is not limited to: market growth and key trends; assessment of customer base quality, concentration, purchase behavior, unit economics, etc.; competitive landscape and positioning; supplier relationships; product analysis; customer and product margin analysis and sustainability; channel checks with customers, suppliers, and competitors; business plan review and assessment; avenues for potential exit of investment.

Output includes a written report on a summary of findings and recommendations.

4.0 Key Personnel

Resumes and team member profiles and qualifications will be required at the Task Order level.

5.0 DELIVERABLES

DFC IDIQ requires the following deliverables as outlined in 4.0 Requirements. Task Orders will specify additional deliverables.

Number Deliverable Due Dates

1 Kickoff meeting Task Order

2 Periodic progress meetings Task Order

(weekly / bi-weekly)

3 Reports Task Order

6.0 TRAVEL

Although the Government does not anticipate a routine need for travel, contractors may be required to perform travel CONUS or OCONUS to provide services as requested by the COR and approved in advance. Local travel/commuting area is considered 50 miles or less from the normal place of business.

Long distance is considered 50 miles or more. Long distance travel must be approved by the contract

Contracting Officer’s Representative (COR) prior to booking, inclusive of dates, itinerary, and projected costs, and must be made in accordance with the Federal Travel Regulations (FTR). No travel can take place without written sign off by the contract COR. The Contractor shall be responsible for obtaining all passenger transportation, lodging, and subsistence. Reimbursement of travel costs will be IAW FAR

31.205-46, Travel Costs. Costs for transportation, lodging, meals and incidental expenses incurred by the

Contractor are allowable subject to FAR 31.205-46 and Federal Travel Regulation (FTR). The Contractor shall provide a request for travel with cost estimate to the TO COR for approval prior to commencement of travel. Requests for travel shall include the following information:

1. Name of traveler

2. Dates of travel

3. Destination(s)

4. Purpose of travel

5. Estimated transportation costs

6. Estimated lodging expense

7. Estimated meals and incidental expenses

8. Other expenses

Reimbursable travel shall not be conducted prior to the appropriate funding being added to the TO, if applicable.

7.0 PLACE OF PERFORMANCE

The place of performance will be determined at the Task Order level and may include remote or on-site work.

8.0. HOURS OF OPERATIONS

DFC standard hours of operation are Monday - Friday, 9 AM – 5 PM.

RECOGNIZED HOLIDAYS. The contractor is not required to perform services on the dates of observance of the Federal Holidays listed below.

New Year’s Day Birthday of Martin Luther King Jr.

Inauguration Day (every 4 years) Washington’s Birthday/President’s Day

Memorial Day Juneteenth National Independence Day

Independence Day Labor Day

Columbus Day Veterans Day

Thanksgiving Day Christmas Day

9.0 Ordering Period

The term of the IDIQ ordering period is five (5) years from date of award excluding any extensions to the ordering period under the authority of FAR Part 52.217-8.

10.0 Contract Type

This is a multiple award Indefinite-Delivery, Indefinite Quantity (IDIQ) vehicle that allows for task orders to be issued on either Firm Fixed Price (FFP), and/or Labor Hours (LH) basis. Task orders may also combine more than one pricing arrangement (e.g., FP/LH, etc.), although separate contract line-item numbers (CLINs) are required for each pricing arrangement. Orders may be funded via traditional

SF1449 contract-orders, or through payment via a government purchase card. Pricing structure should be the same regardless of payment method.

11.0 MINIMUM CONTRACT GUARANTEE AND MAXIMUM CONTRACT CEILING

The minimum guaranteed award amount for this IDIQ contract is $1,000.00 per contract for the full term of the Master Contract. The Government has no obligation to issue task orders to the contractor beyond the minimum guaranteed award amount. The minimum guaranteed award amount is not applicable if the

IDIQ is terminated for default, unilaterally canceled at the request of the contractor, contractor non-compliance, novation, or otherwise determined by the Contracting Officer.

The maximum dollar ceiling is $7,500,000.00. There is no maximum dollar ceiling for each individual task order. An unlimited number of task orders, at any dollar value, may be placed.

12.0 TASK ORDER PRICING

Fair and reasonable pricing will be determined specific to the task order requirement. Pricing structure is dependent upon level of competition for the specific need, known project risks, understanding of project uncertainties, complexity, urgency, and contract type. The ordering contracting officer (OCO) has the authority and responsibility to determine cost or price reasonableness for task order requirements which will be competed among qualified IDIQ awardees. The OCO must establish an appropriate CLIN structure, and identify both the applicable contract type and clear delineation of work at the task level, for all CLINs in each task order.

13.0 OTHER DIRECT COSTS

Other Direct Costs (ODCs) are established on a cost-reimbursement basis as appropriate depending on contract type. They include travel costs, filing and registration fees, printing and binding expenses, and other allowable costs as described in FAR Part 31. ODCs shall be pre-approved by the Contracting Officer Representative

(COR) at the task order level and be allowable on the task order only if approved prior to the Contractor incurring these costs.

14.0 NON-PERSONAL SERVICES

No personal services, as defined by subpart 37.104 of the FAR shall be performed under the IDIQ. No

Contractor employee will be directly supervised by the Government. All individual employee assignments, and daily work direction, shall be given by the applicable employee supervisor. If the Contractor believes any

Government action or communication has been given that would create a personal services relationship between the Government and any Contractor employee, the Contractor shall promptly notify the

Contracting Officer.

15.0 ORDERING PROCESS

(a) General. DFC shall use the procedures in this subsection when ordering services established by the

IDIQ contracts. Individual orders off the IDIQ may have more than one of the service categories.

(b) Fair Opportunity. Fair Opportunity is the process of considering IDIQ awardees for orders IAW FAR

Part 16.505 procedures. The Contracting officer must provide each awardee a fair opportunity to be considered for each order exceeding $3,500, but below the Simplified Acquisition Threshold.

(c) Past performance. Performance information is relevant for task order source selection purposes. It includes, but is not limited to: the Contractor's record of conforming to contract requirements and to standards of good workmanship; the Contractor's adherence to contract schedules, including the administrative aspects of performance; execution within cost/price; the Contractor's history of reasonable and cooperative behavior and commitment to customer satisfaction; and generally, the Contractor's business-like concern for the interests of the customer.

(d) Technical Capability. These qualifications will be considered in addition to price during the fair opportunity process. They include but are not limited to the following:

1. experience and professional qualifications of the firm to perform services for a specific project;

2. experience and professional qualifications of the firm's staff to perform services for a specific project;

3. performance record of the firm under the IDIQ

4. firm's capacity to perform additional services .

(e) Performance Work Statements (PWS). All PWSs shall include a description of work to be performed;

location of work; period of performance; deliverable schedule; applicable performance standards; and any special requirements (e.g. travel, special knowledge). To the maximum extent practicable, DFC requirements shall be performance-based statements.

(f) Ordering Procedures

1. Task Orders at, or below, $3,500. DFC may place orders at, or below, $3,500 threshold with any IDIQ contractor that can meet the agency's needs. The CO should attempt to distribute orders among contractors, as appropriate.

2. For orders exceeding the micro-purchase threshold, but not exceeding the simplified acquisition threshold. If the order does not exceed the simplified acquisition threshold, the CO need not contact each of the IDIQ awardees.

i. Project Requirements – The government shall clearly describe all services to be performed or supplies to be delivered so the full cost or price for the performance of the work can be established when the order is placed. Orders shall be within the scope, issued within the period of performance, and be within the maximum value of the contract., in accordance with FAR 16.505

(a)(2).

ii. Request for Task Order Quotation (RTOQ) - CO sends a RTOQ to the selected IDIQ holders with a statement of work, evaluation criteria, and submission instructions.

3. For proposed orders exceeding the simplified acquisition threshold. Task Orders Over the

Simplified Acquisition Threshold: For orders within an IDIQ holder's PWS, each awardee will be given fair notification of intent for orders exceeding the Simplified Acquisition Threshold in accordance with

FAR 16.505(b)(1)(iii). A Request for Task Order Quote (RTOQ) will be provided to all Contractors unless supported by a written determination that one of the circumstances described at

FAR16.505(b)(2)(i) applies to the order and the requirement is waived on the basis of a justification that is prepared in accordance with FAR 16.505(b)(2)(ii)(B).

4. Request for Task Order Quotation procedures. The ordering activity must provide the Request for Quotation (RFQ), which includes the statement of work and evaluation criteria (e.g., experience and past performance), to IDIQ contractors.

i. Request for Task Order Quote Process: RTOQs will include, at a minimum, the following:

Date Issued

Response Due Date and Time

Task Order PWS

Period of Performance

Instructions to Offerors

Evaluation Criteria

Clauses Incorporated at the RTOQ Level: as applicable clauses (not an all-inclusive list):

a. FAR 52.217-5, Evaluation of Options

b. FAR 52.217-8, Option to Extend Services

c. FAR 52.217-9, Option to Extend the Term of the Contract

d. FAR 52.232-18 Availability of Funds

e. FAR 52.232-19 Availability of Funds for The Next Fiscal Year (Apr 1984)

(g) IDIQ holders are expected to participate in the competition of each RTOQ under the contract.

If contractor chooses not to participate, a no quote acknowledgment is required. Contractors will have between three (3) to ten (10) business days to respond to the RTOQ depending on the urgency and complexity of the Statement of Work.

(i) In the event issues pertaining to a proposed task order be resolved to the satisfaction of the CO, the CO reserves the right to cancel the RTOQ. In such event, the Contractor(s) shall be notified in writing of the

OCO's decision. This decision is final and conclusive and shall not be subject to the "Disputes" clause or the "Contract Disputes Act."

16.0 ON-RAMPING PROCEDURE

The Government reserves the right to "on-ramp" additional firms in the event of an awardee's loss of technical capability after award of the IDIQ contract. The Government may also on-ramp to meet DFC's small business contracting goals or to add capabilities in one or more categories. The minimum contract requirements, the technical acceptability standards, evaluation factors, solicitation terms and conditions, price reasonableness, and basis for award shall remain in full force and effect for each new proposal.

Upon award of each additional contract, the Government shall notify all present Contractors of the award, and the new Contractor shall be given the same fair opportunity for task order awards.

17.0 RESTRICTIONS AGAINST DISCLOSURE

The Contractor agrees, in the performance of this agreement, to keep in strict confidence the information furnished by DFC and designated by the COR as non-public materials and information unless otherwise specified. The Contractor also agrees not to publish or otherwise divulge such information in whole or in part, in any manner or form, nor to authorize or permit others to do so, taking such reasonable measures as are necessary to restrict access to such information while in the Contractor's possession, to those employees needing such information to perform the work provided herein, i.e., on a need to know basis.

The Contractor agrees to immediately notify the CO in writing in the event that the Contractor determines or has reason to suspect a breach of this requirement. The Contractor agrees that it will not disclose any information described in this section to any persons or individual unless prior written approval is obtained from the CO. The Contractor agrees to insert the substance of this clause in any consultant agreement or subcontract hereunder.

18.0 CONFLICT OF INTEREST

Prior to commencing work on a task order, Contractors shall submit a copy of Certain Obligations

Regarding Potential Conflicts of Interest and Acknowledgements, signed by the Program Manager on behalf of the firm. Each contractor employee assigned to a Task Order shall submit a signed acknowledgment prior to commencing work.

19.0 RIGHTS TO INFORMATION

DFC considers knowledge management a critical aspect of its ongoing ability to service its end-users. All notes, written reports and other documentation developed in the performance of this requirement will become the sole property of DFC. Material can be turned over electronically, except for transaction documents with original signatures, in which case DFC requires turnover of original documents. The

Contractor bears all costs of shipping and returning documents.

20.0 SUBCONTRACTING PLAN (Applicable to Large Businesses Only)

In accordance with FAR 19.702, Large Business Offerors shall submit a Small Business Subcontracting

Plan, for acceptance by the Contracting Officer. Large businesses shall make a good faith effort to comply with the requirements of the plan. As stated in 15 U.S.C. 637(d)(9), any contractor or subcontractor failing to comply in good faith with the requirements of the subcontracting plan is in material breach of its contract.

Women-owned and/or regional based counsel in the country of the DFC project shall be given preference for work subcontracted to foreign firms. The subcontracted effort must be comprised of meaningful work under the statement of work within the task orders. The Subcontracting Plan should not include specific names of prospective subcontractors. The subcontracting plan must state that the proposal goals are based on total planned subcontracted dollars. The proposed goals should be expressed as percentages only, not dollar values. The reporting of the actual subcontracting information experienced under the IDIQ contract will occur in the Electronic Subcontracting Reporting System (eSRS) in accordance with FAR 52.219-9.

This reporting is applicable to large business prime contractors.

Addendum to FAR 52.212-1 Instructions to Offerors – Commercial Products and Commercial Services.

This addendum serves to add, modify, or clarify instructions in FAR 52.212-1 as well as provide information related to evaluation factors.

A. SUBMITTAL: Offerors shall submit a quotes via email to melissa.hergenrader@dfc.gov and samuel.dustin@dfc.gov no later than the offer due date/local time listed in Block 8 on page one of the

SF1449. Local Time is Eastern Standard Time. Only electronic (e-mail) offers will be accepted. Offers submitted by any other method will not be accepted. Proposals received after the offer due date/local time will be late and will not be considered for award. Files larger than 20MB may need to be transmitted in separate emails. All emails, regardless of size, need to be received by the Government server, by the stated submission deadline. It is the responsibility of the offeror to ensure receipt of all documents by the deadline given. The Government will not be responsible for any failure of transmission or receipt of the proposal, or any failure of the Offeror to verify receipt of the emailed proposal.

B. If an offeror believes that the requirements in these instructions contain an error, omission, or are otherwise unsound, the offeror shall immediately notify the Contracting Officer (CO) in writing with supporting rationale. The offeror is reminded that the Government reserves the right to award this contract(s) based on the initial proposal, as received, without discussions.

C. QUESTIONS: Questions shall be submitted via e-mail to melissa.hergenrader@dfc.gov and samuel.dustin@dfc.gov not later than 2:00pm EST 10 business days after the solicitation issue date in

Block 6 on page one of the SF1449. Offerors shall submit all questions on one email. Telephonic inquiries will not be entertained. Offerors are responsible for confirming receipt of questions. Answers to vendor questions will be posted to beta.SAM.gov.

D. CONTRACT DOCUMENTS: The Offeror shall submit the following:

1. Offeror Name

2. Physical address

3. DUNS number

4. CAGE code if applicable

5. List of any Small Business Program designations

6. Point of contact with phone number and email address

7. Statement that the Offeror agrees to hold the offer firm for 180 calendar days after the proposal closing date.

8. Statement that the Offeror is has an active registration in the System for Award Management

(SAM) with the appropriate NAICS Code, does not have any Active Exclusions, and that entity representations and certificates are current, complete, and accurate as of the date proposals are due.

9. Page 1 of the SF1449: Offeror shall fill in blocks 12, 17a, 30b and 30c. Block 30a must be signed:

Electronic signature is acceptable. Do not include the entire SF 1449.

10. Signed copies of Page 1, SF1449 of any amendments to the solicitation.

11. Small Business Subcontracting Outline with appropriate fill-ins. Offerors may provide its' firm's subcontracting plan in lieu of the outline provided by DFC, if it meets all the requirements of a small business subcontracting plan.

12. Any exceptions to the terms of this solicitation shall be clearly outlined and may preclude the offeror from an award.

E. TECHNICAL: The Offeror shall submit the following:

1. Offeror shall submit a brief narrative of their capabilities. Additionally, offerors shall be explicit on which task area(s) the offeror is submitting a response to.

2. Offeror shall submit evidence of direct experience in relevant sectors (Infrastructure, Mining, Energy, Health, Food & Agriculture (Ag), Small Business, Natural Resources, Real Estate, Education, Hospitality, and Consumer & Retail). Offeror shall provide a list of 10 recent consulting jobs performed in any of these sectors and include an estimate on how long the firm has been supporting equity transactions in each sector.

3. To establish direct experience working in emerging markets (Latin America, Africa, Asia, Central/Eastern Europe), Offeror shall provide a list of 10 recent consulting jobs performed in these regions and include an estimate on how long the firm has been supporting equity transactions in each region.

4. In establishing local presence in emerging markets by region, an Offeror with subsidiaries, or pre-existing relationships with subcontractors in Latin America, Africa, and/or Asia, shall list all places where it has local presence.

5. Offeror shall submit their senior management team’s Curriculum Vitae (CV); CVs should note years of experience and technical expertise working in emerging markets.

6. Offeror shall submit a list of notable jobs it has performed for a) Development Finance Institutions

(including DFC); b) Private Equity (PE)/ Venture Capital (VC) Firms; and/or c) Institutional Investors.

7. If possible, the offeror shall submit a list of prior contracts/subcontracts working with the DFC.

8. The offeror shall provide an estimated number of direct equity transactions the offeror has supported since inception (e.g. 20+, over 20, about 20, roughly 20).

Note: Technical submittals shall not exceed 10 pages. Pages must be standard 8 ½” by 11” size and the font must be 12-point Times New Roman. The font size for tables, figures, and graphics must be 8 point or larger and must be Times New Roman or Arial font. Margins must be one inch at top/bottom and left/right of each page. Pages must not be reduced form. Headers and footers may be included in the margins.

Addendum to FAR 52.212-2 Evaluation-Commercial Products and Commercial Services.

This addendum serves to add, modify, or clarify instructions in FAR 52.212-2 as well as provide information related to evaluation.

A. AWARD DECISION: The Government will award multiple Indefinite Delivery Indefinite Quantity

(IDIQ) contracts resulting from this solicitation to the responsible offeror(s) whose offer conforming to the solicitation will be most advantageous to the Government. The following factors shall be used to evaluate offers: Technical capability.

B. COMMUNICATIONS: The Government reserves the right to make an award without discussions based solely upon initial proposals based solely upon initial proposals. Clarifications and communication exchanges may be conducted after receipt of proposals for the reasons identified in FAR 15.306(a) and

(b). These do not constitute discussions and the contracting officer reserves the right to award a contract without the opportunity for proposal revision. Therefore, offerors shall ensure that their initial proposal constitutes their best offer in terms of the technical solution being proposed.

C. EVALUATION: The Government will utilize the information requested in the “Instructions to

Offerors” and the below evaluation criteria.

D. CONTRACT DOCUMENTS: To be considered responsive, all contractual items shall be submitted in accordance with the “Instructions to Offerors” and be complete, accurate, and acceptable by the

Contracting Officer.

E. TECHNICAL: The technical capability factor is comprised of the following subfactors are equal in importance and will result in the overall technical rating of the proposal.

1. The offerors capabilities described in its’ narrative are commensurate with the type of services required.

2. The offeror’s summary and list of previous work adequately demonstrates direct experience supporting equity transactions in relevant sectors (Infrastructure, Mining, Energy, Health, Food & Ag, Small Business, Natural Resources, Real Estate, Education, Hospitality, and Consumer & Retail).

3. The offeror’s list of previous work adequately demonstrates direct experience supporting equity transactions in emerging markets.

4. The offeror’s list of field offices or subcontractors adequately demonstrates presence and ability to operate in emerging markets.

5. The offeror’s leadership CVs adequately show the length of time and experience the executive and/or management team has worked in emerging markets.

6. The offeror’s list of contracted work adequately shows that the firm has experience working with different types of investors.

7. The offeror’s estimated number of equity transactions performed demonstrates its’ familiarity with direct equity transactions.

F. TECHNICAL RATING: The following adjectival ratings will be used to evaluate technical capability:

Outstanding – Proposal indicates an exceptional approach and understanding of the requirements and contains multiple strengths, and risk of unsuccessful performance is low.

Good – Proposal indicates a thorough approach and understanding of the requirements and contains at least one strength, and risk of unsuccessful performance is low to moderate.

Acceptable – Proposal meets requirements and indicates an adequate approach and understanding of the requirements, and risk of unsuccessful performance is no worse than moderate.

Marginal – Proposal has not demonstrated an adequate approach and understanding of the requirements, and/or risk of unsuccessful performance is high.

Unacceptable – Proposal does not meet requirement of the solicitation, and thus, contains one or more deficiencies, and/or risk of unsuccessful performance is unacceptable. Proposal is not awardable.

[End of Addendum]