83310126Q1BDE_solicitation_Export BDE Global.pdf

Export Business Development Events (Export BDE) Global UNRESTRICTED – FULL AND OPEN – OPEN MARKET – FAR 13.5 Purchase Order

FAR 13.5 Purchase Order Solicitation # - 83310126Q1BDE

REQUEST

FOR

QUOTATION

PROJECT:

NAICS Code 523999 – Miscellaneous Financial Investment Activities PSC – R410 - Support - Professional: Program Evaluation/Review/Development

RFQ CLOSING

DUE DATE TIME:

August 31, 2026 (Monday) 5:00pm Eastern Time (ET)

SUBMIT TO:

Export Import Bank of the United States (EXIM)

SOLICITATION

NUMBER:

83310126Q1BDE

UNRESTRICTED – FULL AND OPEN – OPEN MARKET

*** SUBJECT TO THE AVAILABILITY OF FUNDING ***

Questions concerning this solicitation must be submitted no later than Friday, August 14, 2026, 5pm ET.

FAR 13.5 Purchase Order Solicitation # - 83310126Q1BDE

Table of Contents Table of Contents

I. Section A – Standard Form (SF) 1449

A.1 SF 1449 SOLICITATION / CONTRACT / ORDER FOR COMMERCIAL ITEMS

A.2 Definitions and Acronyms

A.3 NAICS CODE and PSC Assignments

A.4 Rough Order of Magnitude (ROM)

A.5 Purchase Order (PO) Estimate

A.6 Communications and Currency

A.7 52.216-1 Type of Contract

II. Section B – Continuation of SF 1449

B.1 SUBMISSION OF INVOICES (CONTINUATION OF BLOCK 18(b)

B.2 SCHEDULE OF SUPPLIES / SERVICES (CONTINUATION OF BLOCK 19-24)

B.3 GENERAL

B.3.1. CANCELLATION / TERMINATION POLICY

B.3.2. LABOR STANDARDS AND WORK HOURS

B.3.3. SAFETY REQUIREMENTS

B.3.4. PERIOD OF PERFORMANCE (PoP)

B.3.5. PLACE OF PERFORMANCE – GENERAL

B.3.6. PLACE OF PERFORMANCE – OPERATIONAL CONTRACTORS

B.3.7. TRAVEL

B.4 STATEMENT OF REQUIREMENTS (SOR)

B.4.1 EXIM Mission

B.4.2 Scope Description – Statement of Requirements (SOR)

B.4.3 Business Entities and Relations

B.5 INSURANCE

B.6 COOPERATION

B.7 KEY PERSONNEL

B.8.1.1 SECURITY AND CLEARANCE REQUIREMENTS

B.9.1. COMPLIANCE WITH INFORMATION TECHNOLOGY SECURITY POLICES, PROCEDURES, AND

REQUIREMENTS

III. Section C – Contract [Purchase Order (PO)] Clauses

FAR 13.5 Purchase Order Solicitation # - 83310126Q1BDE

C.1.1 PROVISIONS AND CLAUSES INCORPORATED BY REFERENCE (IBR) IAW FAR 52.102

C.1.2 PROVISIONS AND CLAUSES INCORPORATED BY REFERENCE (IBR) IAW FAR 52.102

C.2 PROVISIONS AND CLAUSES INCORPORATED BY FULL TEXT AND IBR

52.212-3 Offeror Representations and Certifications—Commercial Products and Commercial Services

52.212-4 Contract Terms and Conditions—Commercial Products and Commercial Services

52.212-5 Contract Terms and Conditions Required To Implement Statutes or Executive Orders— Commercial Products and Commercial Services

52.216-27 Single or Multiple Awards

52.217-8 Option to Extend Services

52.217-9 Option to Extend the Term of the Contract

52.232-18 Availability of Funds

52.252-1 Solicitation Provisions Incorporated by Reference

52.252-2 Clauses Incorporated by Reference

52.252-4 Alterations in Contract

IV. Section D – Contract Exhibits

D.1 EXHIBIT 1-PAST PERFORMANCE QUESTIONNAIRE

V. Section E – Solicitation Provisions

E.1 52.212-1 Instructions to Offerors—Commercial Products and Commercial Services

E.2 ADDENDUM TO 52.212-1 INSTRUCTIONS TO OFFERORS-COMMERCIAL ITEMS

E.3 52.212-2 Evaluation—Commercial Products and Commercial Services

I. Section A – Standard Form (SF) 1449

A.1 SF 1449 SOLICITATION / CONTRACT / ORDER FOR COMMERCIAL ITEMS

Offerors wishing to compete for a Purchase Order (PO) shall respond by due / closing date. Reference 52.212-1 Instructions to Offerors—Commercial Products and Commercial Service for submission instructions.

A.2 Definitions and Acronyms Commercial Service Services of a type offered and sold competitively in substantial quantities in the commercial marketplace based on established catalog or market prices for specific tasks performed or specific outcomes to be achieved and under standard commercial terms and conditions.

Past Performance Past performance means an offeror’s or contractor’s performance on active and physically completed contracts (see 4.804-4). For reference and further definition see, https://www.acquisition.gov/far/12.206?searchTerms=past performance 12.206 Use of past performance, and Subpart 42.15 - Contractor Performance Information.

NAICS Code North American Industry Classification System (NAICS) Code is a standard used by Federal statistical agencies in classifying business establishments for the purpose of collecting, analyzing, and publishing statistical data related to the US business economy performed by the US Census Bureau.

https://www.acquisition.gov/far/part-4#FAR_4_804_4 https://www.acquisition.gov/far/12.206?searchTerms=past%20performance https://www.acquisition.gov/far/12.206?searchTerms=past%20performance https://www.acquisition.gov/far/subpart-42.15?searchTerms=past%20performance https://www.census.gov/naics/ https://www.census.gov/naics/

FAR 13.5 Purchase Order Solicitation # - 83310126Q1BDE

A.2 Definitions and Acronyms PSC Manual Product and Service Code (PSC) Manual provide codes to describe products, services, and research and development (R&D) purchased by the federal government. These codes indicate “WHAT” was bought for each procurement action and reported and tracked in the Federal Procurement Data System (FPDS).

SBA US Small Business Administration (SBA) helps Americans start, build, and grow businesses. Through an extensive network of field offices and partnerships, the SBA assists and protects the interests of small business concerns.

SBA sets the SBA Size Standards within the published Table of size standards per the North American Industry Classification System (NAICS) Code.

FAR 52.219-1 Small Business Program designations is determined by the definitions per 13 CFR, FAR 19, and this FAR clause. With the exceptions of SBA certification, the socioeconomic designations are self-certified by the company(ies) based on definitions per mentioned regulations.

13 CFR 121: https://www.ecfr.gov/current/title-13/chapter-I/part-121 FAR 19: https://www.acquisition.gov/far/part-19 FAR 52.219-1: https://www.acquisition.gov/far/52.219-1 SBA Table of Size Standards: https://www.sba.gov/document/support-table-size-standards

Prime Contractor Per the Small Business Administration's (SBA's) definition of Prime Contracting found at, https://www.sba.gov/federal-contracting/contracting-guide/prime-subcontracting#section-header-0

"Prime contractors work directly with the government. They manage any subcontractors and are responsible for ensuring that the work is completed as defined in the contract. To become a prime contractor, you must first register your business with the System for Award Management (SAM). []"

Business Entity(ies) For this solicitation, the recognized legal business entities include:

1) Prime contractor * (A single awardee contract holder. A small business prime must perform at least 50 percent of the value of the work to meet the limitations on subcontracting requirements.)

Prime contractors must receive approval from the Contracting Officer (CO) before subcontracting.

This approval is necessary to ensure that the subcontracting process adheres to the government's policies and procedures. The CO reviews the subcontracting plan to ensure it meets the requirements set forth in the FAR and other relevant regulations.^

2) Subcontractor * (A subcontractor carries out work for a company as part of a larger project and does not have privity of contract with the federal government.)

3) Joint-Venture (JV) ^ (A JV is considered a new legal entity that requires approval by the Small Business Administration (SBA), a separate federal identification number, and a new SAM user account.)

* Legal business entity with an assigned TIN/EIN and must have an assigned Unique Entity Identification (UEI) Number from SAM.gov.

Not a legal business entity: A consortium, a combination of businesses, financial institutions, or investors, or cooperative arrangement, for the purpose of engaging in a joint venture^.

^ Joint venture referenced in this general definition is not the same as a government approved JV.

CONUS Continental United States (CONUS) OCONUS Outside Contiguous United States (OCONUS) only includes Alaska, Hawaii, US territories, and US possessions outside the contiguous 48 United States of America.

Foreign (overseas) For the purpose of this solicitation requirements, foreign means a place or country situated outside both the

Continental United States (CONUS) and Outside Contiguous United States (OCONUS).

Travel Regulations FAR 31.205-46 Travel costs

CONUS – General Services Administration (GSA) OCONUS – Department of Defense (DoD) Foreign (overseas) – Department of State (State)

TDY Temporary Duty (TDY) may include CONUS, OCONUS, or foreign travel. For the purpose of this solicitation (if travel is authorized), TDY is identified as 50 miles or 80.47 kilometers from the official location / duty station of the contractor’s facilities.

COR Contracting Officer’s Representative (COR) has specific written delegated authority from the contracting officer to perform approved tasks.

The COR serves as a technical liaison between EXIM and the Contractor with respect to the Purchase Order (PO). The COR also performs contract administration duties as directed by the Contracting Officer. The COR is also responsible for the acceptance of all deliverables for the PO specified herein, and such other https://www.acquisition.gov/psc-manual https://www.acquisition.gov/psc-manual https://www.sba.gov/federal-contracting/contracting-guide/size-standards https://www.sba.gov/document/support-table-size-standards https://www.census.gov/naics/ https://www.gsa.gov/small-business/register-your-business/subcontracting-and-other-partnerships https://www.sba.gov/federal-contracting/contracting-guide/types-contracts#section-header-12 https://www.sba.gov/federal-contracting/contracting-guide/types-contracts#section-header-12 https://www.gsa.gov/travel/plan-book/per-diem-rates https://www.defensetravel.dod.mil/site/perdiemCalc.cfm https://aoprals.state.gov/web920/per_diem.asp

FAR 13.5 Purchase Order Solicitation # - 83310126Q1BDE

A.2 Definitions and Acronyms responsibilities as may be specified in the PO. The COR assists the Contracting Officer in the administration of the contract.

The COR is not authorized to make any commitments or otherwise obligate EXIM or authorize any changes, which affect the Purchase Order (PO) pricing, terms, or conditions, or of any Purchase Order (PO) issued thereunder. Any requests for changes by the Contractor shall be submitted to the Contracting Officer directly or through the COR. No such changes shall be made to the PO without the express prior authorization of the Contracting Officer.

CO Contracting Officer (CO or KO) is a government employee empowered to bind the US Federal Government to the terms of a federal contract for the procurement of goods and/or services.

Contracting Officer's Authority - The Contracting Officer is the only person authorized to make or approve any changes in any of the requirements of this Purchase Order (PO) and, notwithstanding any provisions contained elsewhere in this contract, the said authority remains solely in the Contracting Officer. In the event the contractor makes any changes at the direction of any person other than the Contracting Officer, the change will be considered to have been made without authority and the contractor will be operating at its own risk of being compensated for the changed work. No adjustment will be made in the contract terms and conditions, including price, on the basis of any unauthorized change. Only the Contracting Officer has the authority to:

(1) authorize any changes in the performance work statement;

(2) modify or extend the period of performance;

(3) change the delivery schedule,

(4) authorize reimbursement to the Contractor for any costs incurred during the performance of this Purchase Order (PO); or

(5) otherwise change any terms and conditions of this Purchase Order (PO) issued thereunder.

Communications pertaining to PO contract administration matters shall be addressed to the Contracting Officer. No changes in or deviation from the scope of the work shall be affected without a supplemental agreement (PO modification) executed by the Contracting Officer authorizing such changes.

Subject Matter Expert

(SME)

Various SMEs may be assigned to this PO. SMEs serve as oversight to work on the day-to-day activities within the scope of the order and will provide technical directions to the Contractor on the timing and manner in which services are to be performed and will provide technical review and recommendations to the COR for final acceptance of work products and deliverables.

Government Roles and Responsibilities

Primary Points of Contact (POC) for the Government on matters regarding contract administration as well as other administrative information will be identified at time of award and for each order. The Government reserves the right to unilaterally change any of these individual assignments at any time.

Limitation of Authority Questions regarding this Purchase Order (PO) shall be addressed to the Contracting Officer identified in the order. No written or oral statement of the COR or the SMEs or Project Managers or any other person shall serve as a basis for modification of the terms of the PO, unless confirmed in writing by the appropriate CO.

If the COR, the EXIM Project Attorney, or any other EXIM employee requests the Contractor to provide services which are outside the scope of the PO, the Contractor should promptly advise the Contracting Officer immediately of the requested change, preferably in writing if time permits. The Contractor understands that providing services at the request of a person other than the Contracting Officer, to include services that are outside of the scope of the PO issued thereunder, will result in nonpayment for those services unless the Contracting Officer ratifies the change request.

RFQ Request for Quotation (RFQ) is a business document that announces a project, describes it, and solicits offers / proposals from qualified contractors to compete.

Purchase Order (PO) PO when issued by the Government, means an offer by the Government to buy supplies or services, including construction and research and development, upon specified terms and conditions, using simplified acquisition procedures.

Best Value Best value means the expected outcome of an acquisition that, in the Government's estimation, provides the greatest overall benefit in response to the requirement.

Time-and-Material (T&M)

T&M must have fixed labor hour rates. The contract shall specify separate fixed labor hour rates that include wages, overhead, general and administrative expenses, and profit for each category of labor.

Time-and-Materials Contracts include:

Direct materials that are used or consumed directly in connection with the furnishing of the end product or service.

Hourly rate means the rate(s) prescribed in the contract for payment for labor that meets the labor category qualifications of a labor category specified in the contract that are-

(1) Performed by the contractor;

(2) Performed by the subcontractors; or

FAR 13.5 Purchase Order Solicitation # - 83310126Q1BDE

A.2 Definitions and Acronyms

(3) Transferred between divisions, subsidiaries, or affiliates of the contractor under a common control.

Materials means-

(1) Direct materials, including supplies transferred between divisions, subsidiaries, or affiliates of the contractor under a common control;

(2) Subcontracts for supplies and incidental services for which there is not a labor category specified in the contract;

(3) Other direct costs (e.g., incidental services for which there is not a labor category specified in the contract, travel, computer usage charges, etc.); and

(4) Applicable indirect costs.

A time-and-materials contract provides for acquiring supplies or services on the basis of-

(1) Direct labor hours at specified fixed hourly rates that include wages, overhead, general and administrative expenses, and profit; and

(2) Actual cost for materials (except as provided for in 31.205-26(e) and (f)).

Labor-Hour (LH) Labor-hour contract is a variation of the time-and-materials contract, differing only in that materials are not supplied by the contractor.

Level-of-Effort (LoE) Required level of effort may be identified and agreed upon in advance for a specific order. As applicable for a specific order, the contractor is to provide a specified level of effort, over a stated period of time, on work that can be stated only in general terms; and the government is to pay the contractor a fixed dollar amount.

Payment is based on the effort expended rather than on the results achieved.

ODCs Other Direct Costs (ODCs) are costs not previously identified as direct material cost, direct labor cost, or indirect cost e.g., incidental services for which there is not a labor category specified in the contract, computer usage charges etc.

Indirect Costs An indirect cost is any cost not directly identified with a single, final cost objective, but identified with two or more final cost objectives or an intermediate cost objective. It is not subject to treatment as a direct cost

Order of Precedence In acquiring commercial products or commercial services, the requirements of part 12 apply subject to the order of precedence provided at 12.102(c).

FCA False Claims Act (FCA), 31 U.S.C. §§ 3729 - 3733, [] provides for any person who knowingly submit[s] false claims to the government [is] liable for treble damages plus a penalty that is linked to inflation.

A.3 NAICS CODE and PSC Assignments

Preponderance NAICS Code and PSC Assignment:

• 523999 – Miscellaneous Financial Investment Activities o $47M SBA Table of Small Business Size Standard per NAICS Codes

• R410 – Support - Professional: Program Evaluation/Review/Development

Reference Section B.4 of this solicitation for additional information.

A.4 Rough Order of Magnitude (ROM)

~$600k to ~$900k per year

NOTE: There is no incumbent contract or contractor nor historical data for this requirement.

A.5 Purchase Order (PO) Estimate

Reference A.4 Rough Order of Magnitude above.

A.6 Communications and Currency

All communications oral, written or electronic, offer or proposal, and/or other in response to this solicitation shall be in the English language. Offers or other communications received in other than the English language shall be rejected without evaluation or consideration.

https://www.acquisition.gov/far/part-31#FAR_31_205_26 https://www.acquisition.gov/far/part-12#FAR_Part_12 https://www.acquisition.gov/far/subpart-12.1#FAR_12_102 https://www.justice.gov/civil/false-claims-act https://www.govinfo.gov/content/pkg/CFR-2018-title28-vol2/xml/CFR-2018-title28-vol2-sec85-5.xml

FAR 13.5 Purchase Order Solicitation # - 83310126Q1BDE

All monetary values proposed and accepted shall be in United States Dollars (USD). Monetary values not in USD shall be rejected without evaluation or consideration.

A.7 52.216-1 Type of Contract.

As a Purchase Order (PO) per the Federal Acquisition Regulations (FAR) Part 13.5 and 12, this acquisition will be treated as an acquisition of commercial products or commercial services. The contract format is generally IAW FAR 12.303, Contract Format for Acquisition of Commercial Products and Commercial Services.

This procurement is for Commercial Services, UNRESTRICTIVE as an Open Market requirement, to be awarded as a Purchase Order (PO) predominantly Firm-Fixed-Price (FFP).

(End of provision)

IAW FAR 12.214, the resulting contract is exempt from 48 CFR § 9903.201-1 - CAS applicability, Cost Accounting Standards (CAS). However, the CAS standards/definitions/procedures for travel expenses are made applicable to this contract and each order issued thereunder, as a matter of contract administration.

II. Section B – Continuation of SF 1449 B.1 SUBMISSION OF INVOICES (CONTINUATION OF BLOCK 18(b) Offeror / contractor must be registered in the System for Award Management (SAM) https://www.sam.gov.

Invoicing instructions below will be provided upon receipt of an award.

Domestic – US Companies IPP Invoice Instructions o http://www.ipp.gov/vendors/index.htm EXIM needs one email for person to have access to IPP.

SUPPLEMENTAL INVOICE INSTRUCTIONS: Invoices must clearly identify Calendar Year of Event, Event Name(s), any and all offshoot events, individuals which travelled, and if ODCs utilized for transportation and/or hotel (if latter, all receipts must be submitted for verification and approval). Date Deliverables were sent and to whom Deliverables were sent. Any membership and registration fees covered. Along with any other expenses as covered by the approved PRICING SHEET.

B.2 SCHEDULE OF SUPPLIES / SERVICES (CONTINUATION OF BLOCK 19-24)

For this Purchase Order (PO), proposed pricing shall be in United States Dollars (USD) and rounded to the nearest whole cent.

In the event that the contractor includes in its invoicing expenses incurred in foreign currency, the contractor must provide a citation to a commercially accepted currency conversion website that it used to convert the foreign currency amount to US Dollars. The date of the conversion shall be either the date that the expense was incurred, or the date that the contractor paid the provider/supplier.

Contractor is to provide labor categories, labor pools, labor mix, key personnel, or as otherwise defined to meet Purchase Order (PO) requirements.

http://www.ipp.gov/vendors/index.htm

FAR 13.5 Purchase Order Solicitation # - 83310126Q1BDE

B.3 GENERAL

B.3.1. CANCELLATION / TERMINATION POLICY

The US Government may terminate this Purchase Order (PO) or a period of performance, for any reason, before or after the commencement of any work. The US Government shall be liable for costs of a Termination for Convenience or Cause, as the case may be, IAW FAR 52.212-4. There is no required minimum guarantee for this Purchase Order (PO).

Either party may cancel this Purchase Order (PO) in whole or in part by providing written notice. The cancellation will take effect 30 business days after the notice of cancellation.

B.3.2. LABOR STANDARDS AND WORK HOURS

All work performed by the prime contractor and each of its subcontractors/suppliers shall be performed in accordance with commercial business practices and regulated labor standards prevailing in the jurisdiction where the services are being performed. The contractor is responsible for ensuring that all such practices and labor standards are enforced and followed and agrees to hold harmless and indemnify the US Government for any violation of same.

The contractor shall have a 48-hour response time, from the time of notification from the government to begin services unless another timeframe is agreed to by the COR. Commencement of travel and or arranging for subcontractor performance in a domestic or foreign jurisdiction may constitute commencement of performance by the contractor.

B.3.3. SAFETY REQUIREMENTS

Reference FAR 52.212-4(q) and (r): the contractor shall comply with the US Occupational Safety and Health Administration's (OSHA) safety and health regulations and other such regulations applicable to the sites of the contractor’s performance of services, whether issued by a State within the US, or a foreign jurisdiction.

B.3.4. PERIOD OF PERFORMANCE (PoP) The period of performance for the Purchase Order (PO) resulting from this solicitation will be up to five

(5) years which may be extended up to six (6) months per clause 52.217-8.

In accordance with (IAW) FAR 17.204(d), the period during which an option period may be exercised may extend beyond the contract completion date for service contracts. This is necessary for situations when exercise of the option would result in the obligation of funds that are not available in the fiscal year in which the contract would otherwise be completed due to government funding lapse or government shutdown. The option exercised period will be extended until 60 days after the funding lapse or the shutdown has ended, and the agency has received an appropriation.

IAW FAR 52.232-18 Availability of Funding and 52.232-19 Availability of Funds for the Next Fiscal Year, may be included at the Purchase Order (PO) option periods under circumstances as described in FAR 32.706-1(a) and (b).

B.3.5. PLACE OF PERFORMANCE – GENERAL

The primary place of performance will be the location identified by each event location.

The contractor’s facilities may be located within CONUS, OCUNUS, or Foreign (overseas) areas. The contractor shall furnish all labor, materials, supervision, equipment, transportation necessary to conduct / document, or other to successfully complete performance of each order.

FAR 13.5 Purchase Order Solicitation # - 83310126Q1BDE

B.3.6. PLACE OF PERFORMANCE – OPERATIONAL CONTRACTORS

The primary place of performance will be the event location. Operational contractors requiring access to EXIM facilities and/or IT systems shall comply with EXIM’s facilities and IT policies and requirements.

Reference B.9.1.1 COMPLIANCE WITH INFORMATION TECHNOLOGY SECURITY POLICES, PROCEDURES, AND REQUIREMENTS for detail.

B.3.7. TRAVEL

Travel shall not be undertaken unless authorized in advance, in writing, by the COR.

As applicable, travelers are to be utilized prescribed per diem rates rather than actual expense reimbursement for Meals and Incidental Expenses (M&IE), unless expressly approved by the contracting officer. In such case, reimbursement shall be limited to actual expenses with proper supporting documentation. Other Direct Costs (ODCs) travel costs will be reimbursed in accordance with the US Government Federal Travel Regulations. Reference the Definitions and Acronyms for Solicitation in Section A, A.1 and Section B, 7.0 Travel.

B.4 STATEMENT OF REQUIREMENTS (SOR)

B.4.1 EXIM Mission In meeting EXIM’s vital mission to support American job creation, prosperity, and security through exporting, this requirement primarily supports EXIM’s Office of Small Business (OSB).

The Office of Small Business (OSB) is responsible for facilitating the export of U.S. goods and services provided by small businesses. OSB chairs EXIM's Small Business Committee and manages EXIM's network of regional branches and outreach efforts, training, and product development. OSB also underwrites Short-Term EXIM products (including Working Capital Loan Guarantees, Supply Chain Loan Guarantees, and Export Credit Insurance) and Medium-Term Industrial (non-aircraft) Guarantees and Insurance.

EXIM is an independent federal agency that helps create and maintain U.S. jobs by filling gaps in private export financing at no cost to American taxpayers. EXIM provides a variety of financing mechanisms, including working capital guarantees, export-credit insurance and financing to help foreign buyers purchase U.S. goods and services. More information may be obtained here: https://www.exim.gov/

B.4.2 Scope Description – Statement of Requirements (SOR) The above and below are not exhaustive.

Statement of Requirements (SOR)

1.0 INTRODUCTION

The contractor shall provide all personnel, equipment, supplies, facilities, transportation, tools, materials, supervision, and other items / services and non-personal services necessary to perform Export Business Development Events (Export BDE) Global as defined in this Statement of Requirements (SOR) except for those items / services specified as Government furnished property and services.

https://www.exim.gov/

2.0 BACKGROUND

The Export Import Bank of the United States (“EXIM”) mission is focused on supporting American jobs by facilitating the export of U.S. goods and services worldwide. EXIM is not a typical Government agency in that it markets and sells its products and services – the sale of which is critical to supporting the mission, especially as it relates to EXIM small business customers. In this respect it operates similarly to private sector financial institutions and must be supported by vendors with the appropriate experience, knowledge, and capabilities.

3.0 SCOPE

This scope encompasses all areas for an integrated approach with respect to Export Business Development Events (Export BDE) Global to meet EXIM’s mission strategy, and consistency of EXIM requirements coverage. Any EXIM office may fund requirements under this scope.

Requirements may include but are not limited to:

1. Purpose

This Scope of Requirements (SOR) outlines a business development partnership between the contractor (partner) and the U.S. Export-Import Bank (EXIM). Through a series of curated convenings, targeted stakeholder engagement, and sustained digital outreach. Contractor (partner) will support EXIM's objectives around export promotion, investment pipeline development, and relationship-building with senior public- and private-sector decision-makers in priority market continents as identified within the pricing sheet.

2. Contractor (Partner) Objectives is to,

• Position EXIM as a strategic partner at convening calendar events under this Purchase Order (PO), connecting EXIM with senior stakeholders across government, development finance, and private sector.

• Build and advance a qualified pipeline of export- and investment-ready opportunities aligned with EXIM's financing priorities.

• Strengthen EXIM's visibility and thought leadership through curated roundtables, joint programming, and co-branded educational content.

• Sustain engagement beyond individual events through digital resources, quarterly insights, and ongoing relationship management.

3. Key Convenings & Engagement Opportunities

Program expectations include the following flagship convenings. For each, contractor (partner) will curate targeted EXIM engagements — including closed-door meetings, trade missions, and investor roundtables

— aligned with EXIM's export, pipeline development, and relationship-building objectives.

FAR 13.5 Purchase Order Solicitation # - 83310126Q1BDE

Convening Main Events plus, Offshoot Events

Timing Focus

World Bank Spring Meetings TBD Multilateral development finance dialogue; investor and Development Finance Institutions (DFI) engagements

EXIM tools 101 TBD Webinar with over 60 participants gathered to hear about EXIM tools from working capital to credit guarantee facilities. EXIM guide/info: Export Finance Solutions at a Glance, Capital Equipment Financing: Medium-Term Credit Insurance for Exporters & Banks, and Loan Guarantee |

EXIM.GOV.

U.S.–Africa Business Summit TBD Trade and investment matchmaking; private-sector deal flow

Country Investor Roadshow(s) in Africa, Latin America, Europe and Middle East

TBD Investor roadshow with US private sector stakeholders (8 in total)

Global Economic Forum TBD Diaspora investment, market access, and inclusive growth partnerships

UNGA 80 (Flagship Event) TBD High-level convening of public- and private-sector leadership around U.S. export and investment priorities

Europe Investor Roadshows / Conferences TBD Investor roadshow with US private sector stakeholders

Gitex Global – Investor Conference TBD Expo City Dubai provides US EXIM an unparalleled platform to advance US reindustrialization and global competitiveness. By engaging at GITEX, EXIM can directly secure critical supply chains, accelerate American energy exports, and finance industries of the future.

Other Contractor (Partner) identified events TBD Events as advantageous for EXIM to meet its mission.

4. Scope of Activities

4.1 Events & Market Engagement

• UNGA 80 Flagship Event — anchor convening bringing together senior public- and private-sector leaders.

• Joint Thought Leadership Events — co-hosted sessions positioning EXIM alongside partner network of partners.

• Ongoing Engagement — closed-door meetings, trade missions (at least one EXIM-sponsored), and investor roundtables held throughout the year.

4.2 Educational Webinars & Learning Modules

• Planning, promotion, and partnership support for webinars and masterclasses.

• Promotion of four sector-focused digital learning modules developed in coordination with EXIM.

4.3 Digital Resources & Ongoing Access

• Promotion of an Investor–Developer Toolkit and co-branded microsite.

https://grow.exim.gov/hubfs/resources/EXIM%20at%20a%20Glance%201-pager%202026.pdf https://grow.exim.gov/hubfs/resources/EXIM%20at%20a%20Glance%201-pager%202026.pdf https://grow.exim.gov/hubfs/resources/EXIM-medium-term-eci.pdf https://grow.exim.gov/hubfs/resources/EXIM-medium-term-eci.pdf https://www.exim.gov/solutions/loan-guarantee https://www.exim.gov/solutions/loan-guarantee

FAR 13.5 Purchase Order Solicitation # - 83310126Q1BDE

• Production and distribution of a by-monthly EXIM + Contractor (Partner) Insights Brief to sustain engagement between convenings.

5. Deliverables

• Curated invitation lists and stakeholder briefings for each convening.

• Meeting summaries and pipeline-tracking updates following each roundtable or trade mission.

• Co-branded promotional assets for webinars, learning modules, and the microsite.

• EXIM + Contractor (Partner) Insights Brief.

• Webinar registration and attendee lists.

6. Responsibilities

• Contractor (Partner): Program design, stakeholder curation, event logistics and travel for events, content development, and reporting.

• EXIM: Subject-matter participation, co-sponsorship of at least one trade mission, and review/approval of co-branded materials.

4.0 PERFORMANCE REQUIREMENT SUMMARY (PRS)

The Contractor service requirements are summarized into performance objectives that relate directly to mission essential items. The performance threshold briefly describes the minimum acceptable levels of service required for each requirement. These thresholds are critical to mission success.

Task / Deliverable Performance Standard Acceptable Quality

Level (AQL) Surveillance Method

Performance Rating

Incentives / Disincentives

Quality Quality of Programs

• Number of events

• Categories of event attendees Attendance

Exceptional, Very Good, Satisfactory, Marginal, or Unsatisfactory

Positive or negative CPARS rating

Schedule On time

All deliverables as described in the Purchase Order (PO) and specified in the approved Schedule of Deliverables

100% Inspection

Exceptional, Very Good, Satisfactory, Marginal, or Unsatisfactory

Positive or negative CPARS rating

Cost Control

According to the FFP listed in the approved budget per task in the schedule of deliverables.

Working without funds is unacceptable.

All deliverables as described in the Purchase Order (PO) and specified in the approved Schedule of Deliverables

100% Inspection

Exceptional, Very Good, Satisfactory, Marginal, or Unsatisfactory

Positive or negative CPARS rating

Business Relations

Professional and respectful of all parties

Regular and ad-hoc meetings between contractor and Government

CPARS annual Performance Evaluation

Exceptional, Very Good, Satisfactory, Marginal, or Unsatisfactory

Positive or negative CPARS rating

Management of Key Personnel

Appropriate credentials for the work involved.

Attends scheduled meetings if needed.

Available for ad-hoc meetings as necessary for contractual concerns

Regular and ad-hoc meetings between contractor and Government as needed

CPARS annual Performance Evaluation

Exceptional, Very Good, Satisfactory, Marginal, or Unsatisfactory

Positive or negative CPARS rating

FAR 13.5 Purchase Order Solicitation # - 83310126Q1BDE

Time is scheduled per the staff loading chart in the contractor’s proposal

5.0 Government Furnished Information/Equipment

The primary place of performance will be the planned locations as determined during the periods of performance under this Purchase Order (PO). In the event the contractor requires access to EXIM computer systems, equipment, or information, the contractor will be provided such access subject to EXIM security requirements.

Access to EXIM Staff: The contractor is expected to communicate with EXIM primarily with the COR and SMEs for all daily communications. Access to other EXIM personnel or contractors will be permitted when reasonably necessary and in coordination through the COR and the CO. The contractor shall provide the COR with a list of contractor personnel who may need access to EXIM personnel. The contractor shall maintain the list and update as needed. As applicable, the contractor will provide COR with current copies of this list.

Meetings: Status Meetings and Project Reviews shall be held as scheduled at the request of the COR to ensure effective program management and efficient and effective resolution of problems throughout the life of the contract. The contractor shall meet on a periodic basis with EXIM to discuss progress, planned activities, issues, and other items as requested by the contractor or the EXIM. The frequency of these meetings will be determined as mutually agreed between the contractor and the Government.

Non-Conforming Products or Services: Non-conforming products or services will be rejected. Unless otherwise specified in individual orders, the contractor shall correct deficiencies within 10 workdays of the rejection notice.

Order Closeout: The contractor shall submit a final invoice within forty-five (45) calendar days after the end of each Performance Period. After the final invoice of each order has been paid the contractor shall furnish a completed and signed Release of Claims to the Contracting Officer pertaining to this Purchase Order (PO). This release of claims is due within fifteen (15) calendar days of final payment. Release of Claims is to be on a CLIN by CLIN or period of performance basis.

Restrictions Against Disclosure:

(a) The contractor company and each assigned support staff must submit a Non-Disclosure Agreement (NDA) / Confidentiality form to the Contracting Officer prior to work beginning.

(b) The contractor agrees, in the performance of this contract, to keep all information contained in source documents or other media furnished by the Government with the strictest confidence. The Contractor also agrees not to publish or otherwise divulge such information in whole or in part in any manner or form, or 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 in writing, the Contracting Officer, named herein, in the event that the Contractor determines or has reason to suspect a breach of this requirement.

(b) The contractor agrees not to disclose any information concerning the work under this contract to any person or individual unless prior written approval is obtained from the Contracting Officer. The

FAR 13.5 Purchase Order Solicitation # - 83310126Q1BDE contractor agrees to insert the substance of this clause in any consultant agreement or subcontract hereunder.

6.0 Key Personnel

Key personnel may be required in-person or virtual based on Purchase Order (PO) requirements. Key personnel may be required to come into Washington, DC to have VDI loaded / setup on their computer.

EXIM may provide training to contractor personnel whether Key Personnel or other personnel as is most beneficial to the government and in meeting mission requirements.

7.0 Travel

All travel shall be in accordance with the Federal Travel Regulations and FAR part 31.205-46. All travel should be pre-approved by the CO and COR. Travel is considered when TDY becomes applicable (shown below). If travel is required, list location, number of people traveling, length of travel, number of trips and duration of each trip.

CONUS Continental United States (CONUS) OCONUS Outside Contiguous United States (OCONUS) only includes Alaska, Hawaii, US territories, and US possessions outside the contiguous 48 United States of America.

Foreign (overseas)

For the purpose of this solicitation requirements, foreign means a place or country situated outside both the Continental United States (CONUS) and Outside Contiguous United States (OCONUS).

Travel Regulations

FAR 31.205-46 Travel costs CONUS – General Services Administration (GSA) OCONUS – Department of Defense (DoD) Foreign (overseas) – Department of State (State)

TDY Temporary Duty (TDY) may include CONUS, OCONUS, or foreign travel. For the purpose of this solicitation (if travel is authorized), TDY is identified as 50 miles or 80.47 kilometers from the official location / duty station of the contractor’s facilities.

8.0 General Contract Requirements

General: This Statement of Requirements (SOR) describes the technical requirements necessary to procure services for EXIM. The Government shall not exercise direct supervision or control over the contract service providers performing the services herein. Such contract service providers shall be accountable solely to the Contractor who, in turn is responsible to the Government for the accomplishment of the work. The Contractor shall provide all personnel, equipment, supplies, facilities, transportation, tools, materials, supervision, and other items and services necessary to perform the services except for those items specified as government furnished property and services. The Contractor shall perform to the standards stated in this SOR.

https://www.gsa.gov/travel/plan-book/per-diem-rates https://www.defensetravel.dod.mil/site/perdiemCalc.cfm https://aoprals.state.gov/web920/per_diem.asp

FAR 13.5 Purchase Order Solicitation # - 83310126Q1BDE

Contract Management: The Contractor shall be responsible for total management during the performance of this contract; administration of the contract requires maximum coordination between the Government and the Contractor. The Contractor shall establish processes and assign appropriate resources to effectively administer the requirements. The Contractor shall respond to Government request for contractual actions in a timely fashion. The following individuals shall be the Government point of contact during the performance of this contract:

Contracting Officer (CO): All contract administration shall be affected by the CO. Communications pertaining to the contract administration shall be addressed directly to the CO. No changes to the performance work statement are authorized without a written modification to the contract executed by the CO. If at any time the Contractor believes any person other than the CO has given direction that changes the performance work statement, the Contractor shall immediately inform the Contracting Officer Representative (COR) and CO by the most expeditious means.

Contracting Officer Representative (COR): The COR monitors all technical aspects of the contract and assists in contract administration. The COR is the Contractor’s primary point of contact. The COR is authorized to perform the following functions:

• ensure the contractor performs the technical requirements of the award,

• perform inspections necessary in connection with contract performance,

• maintain written and oral communications with the contractor concerning technical aspects of the award,

• monitor contractor's performance and notify both the CO and contractor of any deficiencies, and

• The COR is not authorized to change any of the terms and conditions of the resulting award.

Management: The contractor shall identify within their Management Approach how they have managed work. Upon award of the Purchase Order (PO) (as applicable), the Contractor shall work with the EXIM COR to reiterate the work and deliverables that are necessary to meet the Government’s specific requirements as defined in the Purchase Order (PO) (as applicable upon request).

Interim Project Reviews: The contractor shall provide Interim Project Reviews (IPR) on a quarterly basis to the client, and the COR. IPRs will be used to manage and report on project schedule, budget, risks, and invoices.

Other Direct Costs (ODC): Determine any ODCs with the client.

Qualified Personnel: The contractor shall provide qualified personnel to perform all requirements specified in this SOR.

Subcontractors: The prime contractor is responsible for the management, performance and monitoring of all subcontractors who are working on this contract. If a subcontractor’s performance is less than satisfactory, the Government expects the prime Contractor to take effective actions to correct less than satisfactory performance. Less than satisfactory performance by a subcontractor may reflect adversely on the Contractor’s performance evaluation within the CPARS system.

B.4.3 Business Entities and Relations

FAR 13.5 Purchase Order Solicitation # - 83310126Q1BDE

Only an offer from a legal business entity will be reviewed. Reference A.2 Definitions and Acronyms.

B.5 INSURANCE

The contractor will at all times maintain commercial insurance in amounts and for risks commensurate with industry practices. The contractor shall require that its insurer provide EXIM a certificate of insurance; to notify EXIM in the event of expiration / cancellation / termination of the policy, and or any substantive changes to the terms of the policy; and to notify EXIM upon presentation of claims against such policy in amounts that would significantly reduce the amount of coverage available in the event of a claim by EXIM.

B.6 COOPERATION

The contractor will be required to cooperate with any other firms or individuals such as other contractors of EXIM as directed by EXIM.

The contractor shall provide a Point of Contact(s) (POC(s)), telephone number(s), and emails for necessary communication for each award.

B.7 KEY PERSONNEL

If applicable, the contractor shall identify, in each Purchase Order (PO), the personnel proposed to perform under that order. It is within the sole purview of the Contractor to determine the requisite number of personnel to perform the requirements of the Contract. These individuals must meet the professional and technical standards established by industry. Key Personnel are considered essential to the successful performance of the contract and must possess the requisite qualifications, experience, and subject matter expertise relevant to this Purchase Order (PO).

The contractor shall clearly designate each Key Personnel by name, title, and role, and provide a summary of their qualifications and responsibilities. Requests for substitution must include a justification and the qualifications of the proposed replacement, who must be of equal or superior qualifications.

The contractor retains discretion to determine the appropriate number of personnel necessary to fulfill the requirements of each Purchase Order (PO). However, the contractor remains fully responsible for ensuring that staffing levels and personnel qualifications are sufficient to meet all performance objectives and timelines.

Exclusivity of Effort (as applicable for operational contractors): At all times that contractor personnel are engaged in performing contract requirements, the contractor personnel may not engage in the performance of any other contract or personal requirements, whether the contract is compensated on a Firm Fixed Price, hour or Time and materials basis. Contractor personnel must not use any item of GFP/GFE for anything other than performing the contract requirements. For example, if contractor personnel are engaged to perform an IT helpdesk function under the instant contract, the contractor personnel may not engage in work under a different contract at the same time that the said contractor personnel are engaged in the IT helpdesk function under the instant contract.

Time theft (as applicable for operational contractors) is when contractor personnel multi-task during the hours which a federal government contract pays that do not contribute to the contract results whether this is during VDI time or while sitting in EXIM facilities using GFP/GFE. Hours paid for by the government shall be utilized for contract performance for which results are paid.

FAR 13.5 Purchase Order Solicitation # - 83310126Q1BDE

For operational contractors, the CO, COR, and/or SME will make observations of Contractor work and monitor for timeliness, availability, and responsiveness. This includes readily available and organized files upon completion of each deliverable.

Contractor Staff Vetting and Management: Contractor is to provide the highest level of contractor staff vetting prior to submitting resumes for acceptance and work under this Purchase Order (PO). Contractor shall maintain the highest standard in managing staff and workload expectations to meet all results required this Purchase Order (PO). Lack of one or both of these by the contractor shall initiate removal of the contractor staff individuals without burden of proof on the government.

Notification: When key personnel resign, are reassigned, or are terminated, the contractor shall notify EXIM in a timely manner and suggest a replacement, following a prescribed replacement process that culminates in prior approval of the contracting officer. The replacement key personnel member shall possess experience and qualifications that are equal to or greater than the person being replaced.

Transition: The contractor shall provide for an orderly and comprehensive transition of knowledge, access, and security from the outgoing key personnel to the incoming key personnel, such that the contractor’s performance of the requirements of the Purchase Order (PO) is not denigrated by the key personnel turn-over. The contractor shall ensure that both physical and virtual access is prevented in all cases.

Replacement Process: A more detailed process may be agreed upon after the contract has been awarded, but, at a minimum, the key personnel turn-over process shall include the following elements:

• timely notification to EXIM of the pending turn-over,

• transition planning coordinated with US Government staff,

• revocation of physical and virtual access granted to the outgoing personnel,

• retrieve all passes and identification items from any outgoing personnel upon termination of employment or just prior to agreed employment expiration,

• written assessment by the contractor of any experience and education required for the position by the contract and a comparison of how the proposed replacement meets the requirements,

• timely appointment of the incoming key personnel to be approved by the contracting officer, and

• rework of any work…