RFP_OPIC-19-R-0005.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

OPIC19R0005

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

10:00 AM ET

OPIC

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

561499

OPIC

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

See Schedule

NOV 29, 2018

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

OPIC19R0005

Attachment Page

PAGE 3 OF 8 OPIC19R0005

A. POSITION TITLES: Senior Transaction Advisor, Structured Finance and Insurance (SF)

B. POSITION INFORMATION: Personal Services Contractor (PSC), One year, renewable up to a total of 4 years.

C. MARKET VALUE: GS-15, Equivalent $73.40 - $89.39 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. APPLICATION DEADLINE: November 29, 2018 at 10 AM EST

F. SECURITY ACCESS: The selected candidate must be able to obtain a Public Trust clearance.

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

PAGE 4 OF 8 OPIC19R0005

1. INTRODUCTION AND BACKGROUND

OPIC is the U.S. Government's development finance institution. It mobilizes private capital to help solve critical developmental challenges and in doing so, advances U.S. foreign policy. OPIC works with the U.S. private sector, it helps U.S. businesses gain footholds in emerging markets catalyzing revenues, jobs and growth opportunities both at home and abroad. OPIC achieves its mission by providing investors with financing, guaranties, political risk insurance, and support for private equity investment funds.

OPIC intends to procure a personal service contractor to support its efforts in international project finance in the Structured Finance and Insurance Department (SFI).

The professional working for the Structured Finance and Insurance Department will structure complex international project financing in a wide variety of sectors including infrastructure, energy sector, financial services, healthcare and telecommunications. The work of the teams involves providing medium to long term funding through direct loans and loan guaranties for the respective projects in emerging markets. Project team members evaluate loan applications, perform detailed financial and legal due diligence, structure viable financings on a project finance basis, seek internal credit approvals, negotiate comprehensive structures for the long term success of the project, and disburse funds into a project.

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.

• 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.

PAGE 5 OF 8 OPIC19R0005

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

4. MAJOR DUTIES AND RESPONSIBILITIES

The Senior Transaction Advisor in SFI will perform the following duties:

• Leading or participating on project teams in conducting in-depth analyses on new loan proposals to determine their financial, technical, economic, legal, market and political feasibility.

• Performing in-depth analyses of: the nature of the proposed projects; the viability of fuel supply or renewable resource; the suitability of the proposed technology, key risks related to the project’s contractual obligations requiring an evaluation of power purchase agreements, engineering, procurement, and construction contracts, interconnection agreements, et al.; the financial conditions of sponsors, equipment manufacturers, key contractors, and other project parties; country-related legal, macroeconomic and microeconomic risks; and other related factors.

• Building, auditing and testing financial models and performing sensitivity analyses as a basis for determining the robustness of the project and defining key covenants.

• Preparing loan papers for presentation to approval committees using strong writing capability.

• Negotiating with project sponsors, management, project contractors, and host country governments on OPIC loan terms, OPIC policy requirements, collateral security and completion support.

• Managing resources for transactions by hiring, guiding, and monitoring outside consultants who will analyze and advise on project-related areas, including technical/engineering issues, the model, legal matters, the market, and insurance.

• Providing expert advice to other team members based upon deep knowledge of specific sub-sectors within the energy space.

5. REQUIRED QUALIFICATIONS:

Candidates will be evaluated on overall possession of the following competencies/ knowledge, skills, and abilities as related to international limited recourse project finance projects:

• Educational requirement: A Master of Business Administration or Science in Finance, Economics, Engineering, Political Science or the equivalent. Special consideration will be given to those with certifications, or are in progress of certifications, such as Certified Financial Analyst or Certified Public Accountant.

• At least 8 years of experience in international project finance for financial institutions.

• Demonstrated experience and capability in the analysis and execution of project finance loans;

• Demonstrated experience in leading project teams in conducting analysis and execution of project finance loans.

• Applied expert experience in all aspects of due diligence for assessing the creditworthiness of energy-related project finance proposals, including evaluation of contractual arrangements (such as power purchase agreements, engineering, procurement, and construction contracts, supply agreements, etc.), financial and credit analysis, management track record assessment, regulatory reviews and technology evaluation.

• Skill in building, auditing, and testing financial models and cash flow projections and in performing sensitivity analyses to support the project analysis.

• Skill in applying financial expertise to project evaluation and structuring.

• Skill in writing and presenting detailed credit approval or investment memoranda outlining project detail and analysis to support management decision-making.

PAGE 6 OF 8 OPIC19R0005

We will review your resume and supporting materials to ensure they meet the basic qualification requirements for the above positions. We will evaluate each applicant who meets the basic qualifications based on the information provided and evaluate your relevant personal, educational, and/or work experiences as it relates to the specialized experience.

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 but prior to November 29, 2018 (10:00 AM EST), 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

• Skill in developing, reviewing and negotiating legal and other documentation in the form of loan agreements, inter-creditor agreements, security documentation, and other transaction-related documents.

PAGE 7 OF 8 OPIC19R0005

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 applications 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. 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.

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.

10. 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 various positions as stated on page 3. 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.

PAGE 8 OF 8 OPIC19R0005

Overtime is NOT authorized on this contract.

The pay range for this position is $73.40 - $89.39 (GS 15 equivalent) 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.

11. 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.

12. TRAVEL

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

13. 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.

14. 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.