OPIC-18-R-0023.pdf

RFQ IFB RFP

WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

1. REQUISITION NUMBER PAGE OF

2. CONTRACT NO. 3. AWARD/EFFECTIVE

DATE

4. ORDER NUMBER 5. SOLICITATION NUMBER 6. SOLICITATION ISSUE

DATE

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME b. TELEPHONE NUMBER (No collect calls)

8. OFFER DUE DATE/

LOCAL TIME

9. ISSUED BY

13b. RATING

14. METHOD OF SOLICITATION

CODE

15. DELIVER TO 16. ADMINISTERED BY CODE

18a. PAYMENT WILL BE MADE BY CODEFACILITY

CODE

CODE

TELEPHONE NO.

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN

OFFER

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK

BELOW IS CHECKED

SEE ADDENDUM

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

(Use Reverse and/or Attach Additional Sheets as Necessary)

25. ACCOUNTING AND APPROPRIATION DATA 26. TOTAL AWARD AMOUNT (For Govt. Use Only)

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

DELIVER ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY

ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED

29. AWARD OF CONTRACT: REF.

DATE . YOUR OFFER ON SOLICITATION

(BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

30a. SIGNATURE OF OFFEROR/CONTRACTOR

30b. NAME AND TITLE OF SIGNER (Type or print) 30c. DATE SIGNED

31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

31b. NAME OF CONTRACTING OFFICER (Type or print) 31c. DATE SIGNED

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND

OFFER

13a. THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

11. DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

SEE SCHEDULE

12. DISCOUNT TERMS

ARE ARE NOT ATTACHED

ARE ARE NOT ATTACHED

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA

17a CONTRACTOR/

OFFEROR.

CODE

8 (A)

SIZE STANDARD:

NAICS:

% FOR:SET ASIDE:UNRESTRICTED OR

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

SMALL BUSINESS

10. THIS ACQUISITION IS

EDWOSB

SMALL BUSINESS PROGRAM

OPIC18R0023 JUL 10, 2018

Emily McLaughlin emclaughlin@opic.gov 202-336-8549

OPIC

Overseas Private Investment Corporation 1100 New York Ave NW Washington DC 20527

812990

OPIC

Overseas Private Investment Corporation 1100 New York Ave NW Washington DC 20527 see continuation page for line item details.

See Schedule

JUL 10, 2019

Please

STANDARD FORM 1449 (REV. 2/2012) BACK

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED:

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE

41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42a. RECEIVED BY (Print)

42b. RECEIVED AT (Location)

42c. DATE REC'D (YY/MM/DD) 42d. TOTAL CONTAINERS

40. PAID BY

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f. TELPHONE NUMBER OF AUTHORZED GOVERNMENT REPRESENTATIVE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

33. SHIP NUMBER 34. VOUCHER NUMBER 35. AMOUNT VERIFIED

CORRECT FOR

PARTIAL FINAL

37. CHECK NUMBER

38. S/R ACCOUNT NO. 39. S/R VOUCHER NUMBER

36. PAYMENT

COMPLETE PARTIAL FINAL

OPIC18R0023

Attachment Page

PAGE 3 OF 9 OPIC18R0023

A. POSITION TITLE: Syndications Officer, Financial Portfolio Management Department, Framework Management Division

B. POSITION INFORMATION: Personal Services Contractor (PSC), One year, renewable up to a total of 3 years.

C. MARKET VALUE: GS-14 Equivalent, $62.42 - $81.11 per hour. Final compensation will be negotiated within the listed market value based upon the candidate’s past salary, work history, and educational background.

D. ORGANIZATIONAL LOCATION POSITION: Washington, DC

E. CLOSING DATE FOR QUESTIONS: Continuous

F. APPLICATION DEADLINE: This vacancy is open continuously until the position is filled.

G. SECURITY ACCESS: The selected candidate must be able to obtain a Public Trust Clearance.

H. AREA OF CONSIDERATION: U.S. Citizens.

PAGE 4 OF 9 OPIC18R0023

1. INTRODUCTION AND BACKGROUND

This position is located in the Framework Management Division (FMD) which is part of the Financial Portfolio Management Department in the Overseas Private Investment Corporation (OPIC). The Syndication Officer is responsible for conducting asset placements with a wide range of investors in order to facilitate the transfer of credit risk of multiple asset classes in the Finance Program thereby accomplishing two objectives. First, to rebalance the portfolio and secondly, to enable OPIC to generate additional investment capacity through well-structured transfers of credit risk that are consistent with OPIC’s objectives and stakeholder interests.

Incumbent of this position serve as a senior officer managing syndication transactions and asset sales of the most complex, sensitive, or precedent setting finance projects. Incumbent is responsible for undertaking all tasks required to process transactions associated with syndications and assets sales for negotiating, structuring, obtaining approval, and documentation. Work involves coordinating major financing or international projects, including providing advice and staff support on planning, developing, implementing, and evaluating issues related to credit, risk, and OPIC policy. Work may be conducted in any country and any sector.

2. PERSONAL SERVICES CONTRACT

OPIC is authorized under Section 239(d) of the Foreign Assistance Act of 1961, as amended, "to enter into limited-term contracts with nationals of the United States for personal services to carry out activities in the United States and abroad under subsection (d) and (e) of section 234" of the FAA.

Section 234(d) of the FAA authorizes OPIC to "initiate and support through financial participation, incentive grant, or otherwise, and on such terms and conditions as the Corporation may determine, the identification, assessment, surveying and promotion of private investment opportunities..."

Section 234(e) of the FAA authorizes OPIC to "administer and manage special projects and programs, including programs of financial and advisory support which provide private technical, professional, or managerial assistance in the development of human resources, skills, technology, capital savings and intermediate financial and investment institutions and cooperatives and including the initiation of incentives, grants, and studies for renewable energy and other small business activities."

A. Definitions

i. Personal Services Contract means a contract which establishes an employer-employee relationship between OPIC and the Contractor for the performance of services personally by the contractor. The services may include general continuing services as well as specifically identifiable tasks.

ii. Employer-employee relationship means an employment relationship in which the employer supervises or has the power to supervise the performance of the work including, for example, the manner in which it is to be performed or controlled and the days of the week and the hours of the day in which it is to be performed.

3. KEY REQUIREMENTS

• U.S. citizenship or legal, permanent resident with a minimum of five years of residency history.

• The selected candidate must be able to obtain a Public Trust Clearance.

• Performance at OPIC Headquarters in Washington, DC

• Domestic and international travel may be required.

• Statement of Employment & Financial Interest (i.e. Office of Government Ethics “OGE

Form-450,” or similar statement) may be required.

• Active and approved System for Award Management (www.sam.gov) registration and be listed as sole-proprietor.

PAGE 5 OF 9 OPIC18R0023

4. MAJOR DUTIES AND RESPONSIBILITIES

• Decisively assist to achieve the syndication targets set annually by OPIC.

• Provide general and specific work to facilitate syndications or the sale of assets within the

OPIC Finance program to Development Financial Institutions (DFIs) and qualified institutions, including commercial banks and institutional investors.

• Identify the full range of mechanisms available for OPIC to conduct one-off asset sales transactions as well as identify systems and procedures for systematic approach for syndication or asset sales.

• Identify, develop, structure other capital mobilization projects that further intermediate OPIC’s products.

• Placing assets with investors, including institutional investors.

• Identify a broad range of investors, institutional investors, financial institutions, and other entities to participate in OPIC syndicated transactions and cultivate an on-going relationship with these entities.

• Review OPIC’s portfolio with the objective of identifying assets classes and individual investments within asset classes that will be of interest to DFIs and qualified institutional investors.

• Assist in the preparation of all credit placement memos, pricing and other information necessary for potential investors to effectively evaluate assets targeted for sale

• Advise OPIC of pricing considerations required for OPIC to effectively conduct asset sales.

• Advise OPIC on credit, pricing, documentation, accounting and other relevant matters in order to further an active syndications and asset sales function within OPIC (with substantial assistance from private sector parties).

• Provide support and advice to the OPIC origination departments’ pipeline process (i.e., Structured Finance and Insurance (SFI) Small and Medium Enterprise Finance (SMEF) regarding syndicated transactions, possibilities, pricing and structures.

• Effectively work with members of all OPIC teams to conduct required responsibilities.

• Provide internal advocacy on syndications and ensure smooth and positive collaboration with OPIC line and other departments.

• Provide support in the organization and execution of road shows so as to expand market knowledge and acceptance of OPIC as a player in emerging markets loan syndications.

4.1 Supervisory Controls

The incumbent reports to the Managing Director responsible for Syndications. The supervisor sets the overall objectives and resources available. The employee and supervisor, in consultation, develop deadlines, projects, and work to be done. The employee, having developed expertise in the line of work, is responsible for planning and carrying out the assignment, meeting specified syndications targets, resolving most of the conflicts that arise, coordinating the work with others as necessary, and interpreting policy on own initiative in terms of established objectives. Completed work is reviewed only from an overall standpoint in terms of feasibility, compatibility with other work, or effectiveness in meeting requirements or expected results.

4.2 Guidelines

Guidelines include basic legislation and broad agency policies. Frequently, there are no precedents to guide behavior in unusual and sensitive situations. The employee uses considerable judgment to interpret and adapt existing precedents and to develop new ways to analyze, develop and present information on controversial subjects or structure novel approaches to project financing. The methods and procedures developed often serve as precedents for others.

4.3 Complexity

The employee has a broad overall responsibility for working with origination teams, project sponsors and investors in the placement of some of the most complex, sensitive, or precedent setting international project finance transactions. These projects may be in any type of business, including

PAGE 6 OF 9 OPIC18R0023

light and heavy manufacturing industries, infrastructure, wholesale and retail trade, extractive industries, transportation, trading and brokerage operation, financial institutions, hotels, energy, natural resource, development banks, or agricultural production, processing, marketing or distribution.

Assignments supervised or personally handled are characterized by breadth and intensity of effort and involve several phases being pursued concurrently or sequentially with the support of others within or outside the organization. Decisions and recommendations are made in connection with making determination of syndicated credit based on analysis of investors that may have an interest in a particular asset class originated by OPIC, by technical, economic, legal, marketing, political, and financial feasibility of projects. The work requires originating new techniques, establishing criteria, or developing new information.

4.4 Scope and Effect

The purpose of this position is to syndicate assets originated by OPIC related to US businesses investing in emerging countries. The work has substantial impact on OPIC, on client companies, and involves interacting with other development finance organizations and private sector financial institutions and on the host country. It advances relationships and furthers the goals of U.S. interests while promoting improvements in business programs worldwide.

4.5 Personal Contacts

Contacts are with representatives of business, domestic and international institutional investors and financial institutions, high-level officials of developing countries, officials of U.S. and other government agencies, embassy officials, and with all levels of OPIC employees.

4.6 Purpose of Contacts

The purpose of contacts is to engage with OPIC project teams, investors, project sponsors, banks and institutional investors and companies on syndication in the context of OPIC policies and practices, conduct preliminary and final negotiations, negotiate all technical points related to the successful placement of OPIC assets.

4.7 Physical Demands

The work is sedentary. Some domestic and international travel is necessary; carrying reports or other paperwork may be required.

4.8 Work Environment

The work is typically performed in an office setting; travel in foreign countries may require outdoor work to visit sites of active and potential projects and may include primitive accommodations and means of travel.

5. REQUIRED QUALIFICATIONS:

• Minimum of 5 years of rigorous credit analysis experience, and a preference for experience in analyzing/structuring project finance/limited recourse transactions or prior experience in asset sales and loan syndications. Furthermore, prior experience in working with a public development finance (DFI) institution or a leading private sector financial institution is desirable.

• Bachelor’s Degree; Bachelor’s Degree in Finance or International Finance Preferred;

Master’s Degree is optimal.

• The ability to identify, summarize and structure investments or pools of assets that may be of interest to DFIs, commercial banks with interest for assets in emerging markets and institutional investors.

• Ability to effectively evaluate asset sales services or proposals offered by financial institutions.

• Ability to summarize presentation materials to potential investors on underlying assets targeted for sale.

PAGE 7 OF 9 OPIC18R0023

• Knowledge of in depth credit analysis and credit structuring of various asset classes, including project finance, infrastructure, and corporate credits.

• Knowledge and/or contacts within the institutional investor community, both domestic and international, is desirable but not necessary.

• Entrepreneurial/ self-starting demeanor to maximize effectiveness and impact on organizational goals.

• High degree of ethics and teamwork skills.

NOTE: All experience must be well-documented on the resume and within the application. All aspects of the application must specifically show how the candidate meets the qualifications required.

Credit may be given for appropriate unpaid and/or part-time work. To receive credit, applications must clearly identify the duties and responsibilities in each position held and the total number of hours worked per week.

6. REQUIRED DOCUMENTATION

Qualified individuals must submit:

• A written narrative of up to five pages clearly describing relevant experience and knowledge of each of the qualification requirements.

• Applicant’s current resume to be included as an attachment.

• College Transcripts (may be “unofficial” for application purposes). Applicants should remove all Personally Identifiable Informational (PII) such a date of birth, Social Security Number, etc. from their college transcripts.

• No less than three and no more than five professional references including phone and email contact information.

All applications should be submitted electronically to:

Emily McLaughlin Contracting Officer Overseas Private Investment Corporation Emily.McLaughlin@opic.gov

To ensure consideration of applications for the intended position, please reference the solicitation number on your application. The highest ranking applications may be selected for an interview, in person or by telephone. Applicants may submit an application against this solicitation at any time until the position is filled unless revised. See Section 7 for detailed instructions.

7. INSTRUCTIONS TO PSC CANDIDATES

In accordance with FAR 52.214-34 & 52.214-35, all applications are to be in the English language and US Dollars. Applications in other languages or monetary denominations shall not be considered.

The QUALIFICATIONS REQUIRED (Section 5) are the basis for evaluating all applications.

Candidates must separately address each listed qualification requirement and demonstrate how s/he meets each. Unless stated otherwise, all qualification elements will be weighted equally.

A. Qualified individuals must be registered in the System for Award Management (SAM) before submission. Candidates without a SAM registration may be rejected.

B. Applications shall be formatted to fit on 8 ½ x 11 paper only. Suggested margins are 1” x 1”.

Font to be TIMES NEW ROMAN no larger than 12 int. Hourly rates shall not be mentioned anywhere in your application.

C. Describe your experience and knowledge in regards to the qualification requirements in no more than five pages. Clearly demonstrate how your prior experience is either relevant or directly related to the duties of this position as listed under MAJOR DUTIES AND RESPONSIBILITIES (Section 4). The responses should describe specifically and accurately

PAGE 8 OF 9 OPIC18R0023

what experience, training, education and/or awards you have received that are relevant to each factor. Cite specific examples where appropriate.

D. Qualified individuals must submit no fewer than three and no more than five professional references, who are not relatives or family members. Submitted references MUST include current information, as follows:

• Name of reference

• Candidate’s relationship to reference

• Title of reference at current job

• Reference current telephone number (work or personal)

• Reference e-mail address (work)

8. RESPONSE DEADLINE

Electronic submission is required. Mailed copies of any application shall not be accepted. Electronic application shall be submitted by e-mail per Section 6 before the deadline stated on page 1 of this Combined Synopsis Solicitation. Application shall reference the position title AND the announcement number on the subject line of the e-mail.

OPIC does not accept responsibility for delays in transmission or receipt of any application.

Candidates are responsible for submitting their application so as to reach the designated Government office by the closing date and time specified on page one (1) of this Combined Synopsis Solicitation.

Applications received after the closing date and time will not be considered, unless there is acceptable evidence to establish that it was indeed received by the Government installation prior to the time and date specified in this announcement. Receipt of applications in response to this announcement does not constitute an award commitment. The U.S. Government will not reimburse any costs incurred in the preparation of an application. Any application is at the sole risk of the Candidate.

9. QUESTION DEADLINE

Any questions regarding this announcement should be submitted in writing via email only to the point of contact listed in Section 7.

10. SELECTION PROCESS

In order to be considered for the requirement, a candidate must meet the qualifications listed above.

Consideration and selection will be based on a panel evaluation in accordance with the Required Qualifications. In addition to the materials listed above, Candidates are strongly encouraged to write a cover letter, not to exceed one page, to highlight their suitability for this position. The cover letter is NOT included in the required written narrative.

All applications will be evaluated based on the documentation submitted, the Candidate’s evidence of the above qualification requirements, performance in a potential discussion/negotiation session, if conducted, and information provided by references, if contacted. Please note that for evaluation purposes, OPIC will take into consideration your proposed labor rate and any requested pay supplement in lieu of fringe benefits. All applications will receive one of three scores for each of the required and desired qualifications: Does Not Meet, Meets, or Exceeds. OPIC reserves the right to conduct interviews with only the most qualified candidates and/or conduct a reference check on those individuals.

Candidates are strongly encouraged to ensure the work history portion thoroughly documents the duties, responsibilities and accomplishments that are directly related to this requirement in order to verify specialized experience. Errors or omissions may affect your evaluation. OPIC is not obligated to make any award or pay for any costs associated with the preparation and submission of an application in response to this announcement. Award of this contract is contingent on availability of funds. OPIC reserves the right to not award any contract as a result of this announcement.

PAGE 9 OF 9 OPIC18R0023

11. COMPENSATION

PSCs for the services of individual experts or consultants are limited by the Classification Act. In addition, the Office of Personnel Management (OPM) has established requirements which apply in acquiring the personal services of experts or consultants in this manner (e.g., benefits, taxes, conflicts of interest).

This is a full-time position for a Syndications Officer. The contract will have a maximum period of performance of 4 years if extended. Extension periods are to be determined at the sole discretion of

OPIC.

Overtime is NOT authorized on this contract.

The pay range for this position is $62.42 to $81.11 per hour. Final compensation will be negotiated within this pay range based upon the successful candidate’s salary history, work experience and educational background. A salary above this pay range will NOT be entertained or negotiated.

OPIC issues W-2s to PSCs and makes the employer contribution to FICA and Medicare for the PSC.

OPIC withholds FICA, Medicare, federal tax and state tax on behalf of the PSC. The PSC is not eligible for the Foreign Earned Income Exclusion.

12. BENEFITS

Under the OPIC personal services contracting authority, PSCs are not employees for purposes of laws administered by OPM, such as Federal Retirement Benefits and health and life insurance. As such, the PSC is not eligible for participation in the Civil Service Retirement System or the Federal Employees Retirement System. Moreover, the PSC is ineligible to receive Federal Health and Life Insurance or participate in the Federal Thrift Savings Plan.

Notwithstanding the above and if agreed upon between the Government and the PSC before the award of a contract, the PSC may receive a pay supplement in addition to the employee’s direct labor cost in lieu of fringe benefits.

13. TRAVEL

PSCs are subject to the Federal Travel Regulations and OPIC travel policies and procedures to the same extent as OPIC direct-hire employees.

14. CONTRACT AWARD

This contract shall be awarded solely to an individual, not to a firm. The individual must have an active DUNS # and a fully approved and active record in the System for Award Management (SAM).

The approval of your record in SAM may take a few weeks. Therefore, you must be registered in SAM before submission.

15. ADDENDA

Addendum 1: PSC Draft Contract Body

Note: The PSC draft contract body includes required federal contract clauses and OPIC Terms and Conditions. Please review carefully before submitting an application for this position.