77344423Q0019 Amd 2.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

08/17/20230002

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. Update the page limit instructions in the Addendum to FAR 52.212-1, with the following:

Technical submittals shall not exceed 10 pages per task being submitted. CVs do not count towards the page limit.

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

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

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 .

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 per task being submitted. CVs do not count towards the page limit. 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]