Attachment_B_-_Quote_Content_and_Format_v2.docx

Overseas Private Investment Corporation (OPIC) Combined Synopsis/Solicitation for Independent Consultant Services

ATTACHMENT B

Quote Content and Format

1.0 Quote Format

This document provides general guidance for preparing quotes as well as specific instructions on the format of the quote. The quote must include all data and information requested in this document and must be submitted in accordance with these instructions. Non-conformance with these instructions may result in an unfavorable quote evaluation. The Contracting Officer will promptly notify Quoter of any decision to exclude them from the competition, whereupon the Quoter may request a brief explanation of the decision.

The quote shall be clear, concise, and shall include sufficient detail for effective evaluation and for substantiating the validity of stated claims. The quote should not simply rephrase or restate the Government’s requirements, but rather shall provide convincing rationale to address how the Quoter intends to meet these requirements. Quoters shall assume that the Government has no prior knowledge of their capabilities and experience and will base its evaluation on the information presented in the designated section of the Quoter’s quote and other official outside sources.

1.1 Submission of Electronic Quotes

Quotes shall be submitted to the RFQ package via e-mail to George.sullivan@opic.gov on Friday, 20 May 2016. The Government reserves the right to decide whether to accept a quote received after the response date, depending on the circumstances surrounding the late submission and the time difference between the response date and the time the quote was actually received.

1.2 Length of Validity

The Quoter shall make a clear statement in the quote documentation that the quote can be considered valid for one hundred twenty (120) calendar days. In compliance with FAR Subpart 4.8, the Government will retain one copy of all quotes. Unless the Quoter requests otherwise, the Government will destroy extra copies of quotes.

1.3 Appropriate Markings

Be sure to apply all appropriate markings including those prescribed in accordance with Restriction on Disclosure and Use of Data, and 3.104-4, Disclosure, Protection, and Marking of Contractor Bid or Proposal Information and Source Selection Information.

1.4 Document Format Instructions

Elaborate brochures or documentation, binding, detailed artwork, or other embellishments are unnecessary and not desired.

Page size (for text sections of the proposal) shall be 8.5 x 11 inches, not to include foldouts. Text size shall be no less than 12-point font, Times New Roman. Pages shall be single spaced and use at least 1-inch margins on the top and bottom and 3/4 inch side margins. Pages shall be numbered sequentially by volume. Legible tables, charts, graphs, and figures shall be used wherever practical to depict organizations, systems and layout, implementation schedules, and plans. These displays shall be clear, legible, and shall not exceed 11 x 17 inches in size.

1.5 Page Limitations

Page limitations shall be treated as maximums. If exceeded, the excess pages will not be read or considered in the evaluation of the quote.

Cover pages, table of contents, tabs, résumés, price quotes (including breakouts and category descriptions), Organizational Conflict of Interest (OCI) mitigation plan, and any other requested attachments are not included in the page limitation unless specified in the table below.

8 pages total

* Not included in the 20 page limit for the technical volume

1.6 Evaluation of Quotes

The Government intends to review all factors in making a best value selection. Submittals will be evaluated in accordance with the Evaluation Criteria listed under FAR clause 52.212-2 in the combined synopsis/solicitation document. After all responses have been evaluated, a contract may be awarded to the contractor whose quote presents the best value based upon an assessment of the factors detailed in the Evaluation Criteria, tradeoffs considered. The Contracting Officer will promptly notify a Quoter of any decision to exclude them from the competition, where upon Quoter may request a brief explanation of the decision.

1.7 Questions

If a Quoter believes the requirements in these instructions lack clarity or contain an error, omission, discrepancy, or are unsound, the Quoter shall immediately contact the Contracting Officer in writing with supporting rationale. Government responses will be posted to FedBizOpps for access by all Quoters. The Contracting Officer, Mr. George Sullivan, is the sole point of contact for this acquisition. Address any questions or concerns to him via e-mail at george.sullivan@opic.gov NLT 13 May 2016, 5pm EDT.

2.0 Quote Content

The quote shall include the following volumes:

· Résumé

· Relevant Past Performance

· Relevant Fact Sheets

OCI Mitigation Plan (if applicable)

2.1 Factor I: Technical Capability

Technical capability will be assessed based on information presented by the Quoter in the relevant experience section, the resumé submitted and the responses to the hypothetical scenarios. The relevant experience section shall address how the Quoter possesses expertise in conducting at least four of the following assessments against the World Bank, International Finance Corporation (IFC), or other development finance institutions standards in developing countries across a broad range of sectors:

1. Socioeconomic baseline data collection and the related impact assessments and proposed mitigation measures;

2. Assessment of country contexts with regard to the UN Guiding Principles on Business and Human Rights, particularly as potential projects relate to security protocols and conflict analysis across various scales (transnational, regional, local);

3. Stakeholder identification, information dissemination and stakeholder engagement protocols;

4. Resettlement Action Plans and Livelihood Restoration Plans;

5. Indigenous Peoples Plans and Free, Prior, Informed Consent (FPIC);

6. Community Development Plans;

7. Cultural Heritage Management Plans.

Additionally, the relevant experience section shall address the Quoter’s knowledge of and experience applying OPIC, World Bank or IFC policies and guidelines including:

a. OPIC’s Environmental and Social Policy Statement;

b. The IFC’s 2012 Performance Standards; and

c. Other international best practices or soft law relating to social and cultural assessments.

2.1.6 Resumé

The resumé submitted shall, at a minimum, contain the following information:

· Name

· Professional Title

· Company Name and DUNS number or Cage Code

· Cite specific (e.g., 19xx-19xx, 19xx-20xx) and total number of years spent working in an area relevant to the efforts of this acquisition

· Education: College/University, Degree/Graduate Degree, Year Degree Received

· Professional certifications and courses (with title and year)

· Number of years of experience in a particular field, together with years of experience on specific projects

· All full-time professional work experience organized chronologically (starting with the most recent) and by company/organization

2.2 Factor II: Past Performance

Quoters shall submit a Relevant Fact Sheet (or sheets, see RFQ Attachment C) to address its experience and past performance on relevant efforts as well as provide reference contact information for the Government to use to verify that experience. By submitting a quote, the Quoter consents to the Government contacting any references provided in the Relevant Fact Sheet(s), as well as any other individuals or firms that may be able to provide relevant past performance information.

2.3 Factor III: Cost/Price

Quoters shall submit a price for the base period of performance and a separate price for the option year to meet the requirements detailed in the Statement of Work. The Quoter shall disclose in the cost volume any overhead, G&A, or pass-through charges and rates that are not part of the labor rate used as a basis for calculating the quote price based on the presumption of one full-time contractor FTE being proposed for this effort.

3.0 Additional Information and Requirements

This is an open-market combined synopsis/solicitation for services as defined herein. The government intends to award a contract as a result of this combined synopsis/solicitation that will include the terms and conditions set forth herein. To facilitate the award process, all quotes must include a statement regarding the terms and conditions herein as follows:

"The terms and conditions in the solicitation are acceptable to be included in the award document without modification, deletion, or addition."

OR

"The terms and conditions in the solicitation are acceptable to be included in the award document with the exception, deletion, or addition of the following:"

Vendor shall list exception(s) and rationale for the exception(s).