EXIM PWS PROFESSIONAL TECHNICAL AND ANALYTIC SERVICES.docx

EXPORT-IMPORT BANK OF THE UNITED STATES (EXIM)

CHINA AND TRANSFORMATIONAL EXPORTS PROGRAM (CTEP)

TO PROVIDE

PROFESSIONAL TECHNICAL AND ANALYTIC SERVICES

PERFORMANCE WORK STATEMENT (PWS)

1.0 INTRODUCTION

The contractor shall provide all personnel, equipment, supplies, facilities, transportation, tools, materials, supervision, and other items and non-personal services necessary to perform Comparative Leadership Assessments, On-Demand Risk Analyses, and Subject Matter Expertise (SME) as defined in this Performance Work Statement (PWS) except for those items specified as Government furnished property and services.

2.0 BACKGROUND

CTEP established a baseline in FY21 for Risk Assessment of comparative leadership in the Transformational Export Areas (TEA) to arrange where to focus CTEP and EXIM resources and measure the program’s progress over time. Leveraging global expertise CTEP seeks small to medium businesses to help CTEP continue a framework for defining comparative advantage risk, create a methodology for measuring that risk and test the framework and methodology.

CTEP understands the constituent industries that comprise the TEAs, can prioritize EXIM focus within those industries, measure our comparative advantage and advise the bank on where to focus its resources.

CTEP’s interest and focus is in the tracking and completion of:

· Segmentation definitions for each TEA,

· Comparative Analyses,

· In-depth risk analyses of entities, industries, and technologies, from domestic, global, and/or pacing competitor perspectives to offer a multi-dimensional risk management solutions, and

· Importance of Critical Minerals with analyses of Lithium, Cobalt, Rare Earth Elements, Nickel, and Aluminum to help make the case that Critical Minerals transactions should be included under the CTEP mandate, as essential inputs for many TEAs.

3.0 SCOPE

The contractor will provide professional technical and analytic services that offer decision quality insight into the industries, technologies, and sectors for which Congress directed EXIM to focus with its China and Transformational Exports Program.

4.0 OBJECTIVES (NATURE OF WORK)

Desired Outcome: CTEP can leverage its baseline of comparative leadership in Transformational Export Areas (TEA) and on-demand risk analysis support to deliver decision-quality support to the EXIM Board and its staff, focus CTEP and EXIM resources, and measure program progress over time.

Constraints: All analyses are Objective: fact-based, third-party sources, Transparent: steps and sources clearly articulated, Repeatable: consistent methodology applied.

5.0 APPLICABLE DIRECTIVES

None.

6.0 GOVERNMENT FURNISHED INFORMATION OR PROPERTY

As requested, under strict confidentiality requirements and only in support of a CTEP directed analytic requirement, CTEP may provide EXIM bank information to the contractor. An EXIM NonDisclosure Agreement (NDA) must be provided by the contractor and all employees involved with award.

7.0 SPECIFIC REQUIREMENTS/TASKS

Task 1: Comparative Leadership Analysis

Provide risk assessments to support CTEP objectives by delivering insight into the industry, technology, and sector conditions that present risk to the Comparative Leadership of the United States (U.S.) with respect to the People’s Republic of China (PRC), or other covered country, in the ten transformational export areas (TEAs) or other sectors so designated by CTEP, and within an expeditious time frame.

Assessments will leverage the Comparative Leadership methodology to tailor these and any previously submitted studies. The Comparative Leadership methodology includes analysis in the following categories, as available, primarily on the U.S. and PRC:

1) Market share;

2) Export strength;

3) Government support; and

4) Business leadership.

Additionally, in line with the methodology, analysis for these sectors will continue to include industry overviews and insights such as technology and capabilities, use cases, applicable subareas for EXIM to target, and competitive advantages for national security.

Task 2: Critical Mineral Analysis

Provide risk assessments of critical minerals to support CTEP and EXIM internal and external stakeholders by delivering critical insights, such as but not limited to market and supply chain conditions, that present risk to the Comparative Leadership of the United States with respect to the People’s Republic of China (PRC), or other covered country. Where applicable, assessments will leverage existing analysis frameworks.

Task 3: Additional Analysis to Support EXIM’s Mission and Critical Decision-making

Provide assessments or analysis to support CTEP’s role in providing insights and fact-based analysis that contribute to potential EXIM transactions or that support EXIM in establishing its critical mission to internal and external stakeholders. This could include, for example, analysis of companies, markets, industries, or other CTEP requests that support CTEP to advance its mission to help U.S. exporters facing competition from the PRC and advance America’s comparative leadership in the 10 (ten) Transformational Export Areas (TEAs). This could include, for example, ECA benchmarking analysis, industry landscape and comparable company analysis, analysis at the direction of EXIM leadership, and other analysis as discussed and agreed upon with the CTEP team.

Assessment topics will be subject to agreement with the CTEP team on scope and pricing prior to commencement of work.

8.0 DELIVERABLES

9.0 PERFORMANCE REQUIREMENT SUMMARY (PRS)

Method

Exceptional Very Good Satisfactory Marginal Unsatisfactory Positive or negative CPARS rating

Exceptional Very Good Satisfactory Marginal Unsatisfactory Positive or negative CPARS rating

Evaluation Exceptional Very Good Satisfactory Marginal Unsatisfactory Positive or negative CPARS rating

Attends scheduled meetings if needed

Available for ad-hoc meetings as necessary for contractual concerns

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

Evaluation Exceptional Very Good Satisfactory Marginal Unsatisfactory Positive or negative CPARS rating

PROFESSIONAL TECHNICAL AND ANALYTIC SERVICES 3