DFC_Investment_Funds_Impact_Report_SOW.pdf
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This statement of work outlines requirements for a contractor to support the United States International Development Finance Corporation's pilot testing and assessment of a new investment funds impact tracking report. The contractor will provide an initial review of DFC's current impact reporting approach, gather feedback from up to ten existing DFC fund manager clients, and deliver a final pilot findings assessment with recommendations. Key personnel requirements include a consultant with at least ten years of experience in impact investing and assessment, particularly related to debt financing, equity investments, and investment funds. The period of performance is three months from the award date. Deliverables include kickoff meeting notes, monthly status reports, meeting minutes, and the final pilot findings assessment.
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Statement of Work (SOW)
U.S. International Development Finance Corporation (DFC)
Project Title: Investment Funds Impact Report
1.0 GENERAL INFORMATION
The U.S. International Development Finance Corporation (DFC) is financing solutions to the most critical challenges facing the developing world today. Working with businesses, we mobilize private capital to invest in projects that create jobs and opportunities in emerging markets, including building critical infrastructure, expanding access to telecommunications, and providing small business financing for women entrepreneurs.
Launched in 2019, DFC helps to advance America's foreign policy by partnering with projects that create economic stability, protect sovereignty, and ensure transparency. DFC investments adhere to high U.S. business standards and respect the environment, human rights, and worker rights.
2.0 BACKGROUND
As the U.S. Government's development finance agency, the United States International
Development Finance Corporation (DFC) mobilizes U.S. private capital to help solve critical development challenges while advancing U.S. foreign policy interests. DFC works with the U.S. private sector to help gain footholds in emerging markets, catalyzing revenues, jobs, and growth opportunities at home and abroad. DFC achieves its mission by providing investors with financing, loan guarantees, political risk insurance, support for private equity investment funds, and direct equity investments.
3.0 SCOPE
DFC’s Office of Development Policy (ODP) requires a contractor to support in the pilot testing and assessment of a new investment funds impact tracking report for up to ten (10)
DFC-supported investment funds.
4.0 REQUIREMENTS
The contractor shall provide the following tasks:
Task Area 1—Initial Review of the Investment Funds Impact Report
• Initial kick-off diagnostic assessment on DFC's current investment funds impact reporting approach.
Task Area 2—Feedback and Implementation
• Written meeting notes and feedback from up to ten (10) existing DFC fund manager clients.
• Work performed must be consistent with DFC’s:
o Development impact management framework and system (including the
Impact Quotient), precisely DFC's analytical approach to assessing the development impact of DFC-supported investment funds under this system.
o Alignment to impact management framework and system best practices, as defined by the Operating Principles of Impact Management ("OPIM").
Task Area 3—Evaluation
• Final pilot findings assessment, including feedback from up to ten (10) existing
DFC fund manager clients and recommendations to improve DFC's impact reporting approach for investment funds.
Key Personnel
The contractor shall provide resumes of the following key personnel:
Labor
Category
Education Description
Consultant A master’s degree in finance, accounting, economics, business, or statistics is preferred.
At least 10 years’ experience in impact investing, particularly in the assessment and measurement of impact related to debt financing, equity investments, and/or investment funds. Experience in developing, implementing, and evaluating impact measurement and management frameworks and systems for asset owners, including
Development Finance Institutions
(“DFIs”) and asset manager firms.
Candidates must demonstrate effective oral communication in conducting training and providing briefings and hold strong analytical skills in writing reports.
5.0 DELIVERABLES
The contractor shall deliver the following deliverables:
Number Interim Deliverables Due Date
1 Kick-off meeting Within five days of the award date.
2 Monthly Status Report Within five days after the month's closing.
3 Regular (e.g., daily) meetings with potential investors and key stakeholders.
TBD
4 Meeting Minutes TBD
5 Final Pilot Findings
Assessment
TBD
6.0 TRAVEL
Non-Applicable.
7.0 PLACE OF PERFORMANCE:
The place of performance will be the contractor’s site. Any in-person meetings are to be held at DFC’s offices at:
1100 New York Avenue, N.W. Washington, D.C. 20527
8.0 HOURS OF OPERATION
DFC standard hours of operation:
Monday - Friday, 9 AM – 5 PM
9.0 PERIOD OF PERFORMANCE (POP)
The Period of Performance shall be for three months from the award date.
9/1/2023 – 12/1/2023
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