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Industry Day

Environmental and Social

(E&S) Support Services IDIQ dfc.gov | 2

Agenda

• Introduction

• Strategic Mandate

• SOW Requirements (Pre-Award, Post-Award, and Other Tasks)

• Case Study Examples

• Organizational Conflict of Interest

• Contract Structure and Administration

• Evaluation Highlights

• Timeline and Next Steps

• Questions

Presenter Notes Presentation Notes Speaker: Matt P dfc.gov |

DFC Office of Development Policy (ODP) –

Environmental & Social Support Services

This Industry Day is for informational purposes only. Oral statements made during this session do not amend the solicitation and are not binding. The solicitation, attachments, and any written amendments or question-and-answer responses issued by OA will govern. All questions should be submitted through the official process identified in the solicitation.

Presenter Notes Presentation Notes

Welcome participants. Introduce DFC as the U.S. Government’s development finance institution. Explain that contractors will be working with ODP’s E&S team that plays a central role in reviewing projects for environmental and social risk and alignment with applicable policy requirements before and after DFC support is provided. DFC E&S Analysts are involved from early screening of potential DFC projects through the entire life cycle of the project. DFC has had different variations of Environmental and Social Support Services, but this will be the first IDIQ version for support. (I think?)

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The Strategic Mandate (The "Why")

Implementing the 2024 Environmental and Social Policy and Procedures

(ESPP).

Alignment with IFC Performance Standards (2012) and World Bank EHS Guidelines.

Need for flexible, on-demand specialized expertise to complement internal ODP staff.

Depending on the Task Order, support may require application of DFC’s ESPP, IFC Performance Standards and Guidance Notes, World Bank Environmental, Health, and Safety Guidelines, World Bank sector-specific standards, Good International Industry Practice, host-country legal requirements, international obligations applicable to the project, ILO Fundamental Conventions, and DFC Finance Agreement requirements where applicable.

Presenter Notes Presentation Notes

This requirement supports ODP’s need for flexible, on-demand environmental and social advisory services for time-sensitive, project-by-project assignments. Support will be provided under DFC direction to assess alignment with the 2024 ESPP, IFC Performance Standards (2012), WBG EHS guidelines and sector-specific, relevant international good practice, and applicable U.S. Government requirements. While established primarily for ODP, the IDIQ may also support other DFC offices for needs that fall within scope.

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Scope of Services (SOW Overview)

Category 1: Comprehensive E&S support — screening, due diligence, and monitoring.

Category 2: Client support — review of E&S documents prepared by clients or third parties and technical feedback to support alignment with applicable standards.

Category 3: Thematic subject matter expertise — e.g., biodiversity, resettlement, Indigenous Peoples, labor and supply chain, stakeholder engagement, hazard studies, GBVH, and related technical issues.

Category 4: Sector subject matter expertise — e.g., mining/critical minerals, oil and gas, telecommunications, nuclear, infrastructure, pharmaceuticals/healthcare, chemical manufacturing, and agriculture.

Category 5: Training and SOP development — guidance materials, templates, SOPs, and internal training sessions on E&S topics and procedures.

Presenter Notes Presentation Notes Speaker: Therese We need a firm that can deploy a hydrogeologist to Sub-Saharan Africa as easily as a labor auditor to Southeast Asia. They need a robust inventory of staff to choose who can easily work with a financial institution to an investment fund manager and direct on lending for Category A high risk projects, as well as lower Category B and C Projects.

Example A: Biodiversity baseline assessments for a hydro-electric project in Latin America.

Example B: Assessing Gender-Based Violence (GBV) risks in large-scale infrastructure construction.

Example C: Quantitative Risk Assessments (QRAs) for chemical manufacturing facilities.

Case Study Examples – What We Expect

Deliverables will be assessed for thoroughness, timeliness, quality and clarity of finished products, and effective communication with DFC counterparts.

Representative deliverables may include:

• screening memos

• due diligence reports

• specialist studies

• clearance documents

• Financial Intermediaries reviews

• structured monitoring plans

• risk event response documentation site monitoring reports

• training materials

Presenter Notes Presentation Notes

Use these examples to signal the depth of technical expertise required. Generic "compliance" is not enough; we need "advisory" excellence. The depth and scope of these deliverables will vary depending on the Project and the overall risk factors of the specific project. Exact deliverable expectations will be shared by the E&S analyst assigned to the Project.

Strict "Firewall" requirements:

Conflict of interest restrictions apply. The SOW states that the contractor may not simultaneously perform work for DFC under this IDIQ while also working for the client on the same project. The contractor will also be required to sign confidentiality and non-disclosure agreements and protect non-public information.

Critical Requirement: Organizational Conflict of Interest (OCI)

Presenter Notes Presentation Notes Speaker: Julie Transparency is key. We will evaluate your internal COI disclosure and mitigation processes as a primary factor.

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Vehicle: Single Award IDIQ.

Ceiling: $2,000,000 annual maximum.

Task Order Types: Firm-Fixed-Price (FFP) for defined tasks; Labor Hour (LH) for complex, less defined field assessments.

Performance Period: Five year ordering period; Option years available for task orders.

Contract Structure & Administration

Government oversight will be exercised by the CO and COR in accordance with the contract.

This is a non-personal services contract; contractor personnel will perform under contractor management and may not perform inherently governmental functions.

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Evaluation Highlights

• Award Decision: Awards will be made to the Offerors whose proposals are evaluated, by an integrated assessment of price/cost and non-price evaluation factors, to provide the best value to the Government.

• Factors: Price, Past Performance and Technical

• Price:

• Fair and Reasonableness

• Unbalanced

• Past Performance:

• Scope, relevance, and recency (last 5 years)

• Government reserves the right to obtain information using information sources not provided by offeror

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Evaluation Highlights Continued

• Technical:

1.Technical Approach and Understanding

• Understanding of DFC Environmental and Social Policy and Procedures (ESPP) and IFC Performance Standards

• Methodology for screening, due diligence, monitoring, and gap analysis

• Task order management and surge capacity to support multiple projects

2. Relevant Corporate Experience

• Experience supporting DFIs and/or MDBs

• Sector experience relevant to DFC portfolio (energy, critical minerals, infrastructure, FI, agriculture, telecoms, maritime, pharmaceutical)

• Broad geographical experience across the countries DFC operates in

3. Key Personnel and Subject Matter Expertise

• Senior E&S specialists with DFI due diligence and monitoring experience

• Availability of thematic subject matter experts (biodiversity, resettlement, labor, Indigenous Peoples)

• Staffing depth and flexibility for multiple task orders

4. Quality Assurance and Management Evaluation should assess internal quality control systems, peer review procedures, and ability to ensure consistent high-quality technical outputs.

5. Task Scenario for Proposal Evaluation The purpose of the Example Task is to assess the applicant's practical ability to analyze environmental and social risks and apply the IFC Performance Standards in a DFI investment context.

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Questions Due: May 5, 2026, 2 PM EDT Proposals Due: May 21, 2026, 2 PM EDT Anticipated Award: July 2026 All submittals and communications shall be submitted in writing to:

Melissa.Hergenrader@dfc.gov Aaron.Mckellum@dfc.gov Thank you for your interest in supporting DFC’s mission.

Timeline and Next Steps

Presenter Notes