RFP_OPIC-19-R-0006.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

OPIC19R0006

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

1:00 PM 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

DEC 05, 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

OPIC19R0006

Attachment Page

PAGE 3 OF 9 OPIC19R0006

A. POSITION TITLES: Senior Budget & Program Analyst

B. POSITION INFORMATION: Intermittent (up to 30 hours/week), Personal Services Contractor (PSC), One year, renewable up to a total of 4 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. APPLICATION DEADLINE: Wednesday, December 5, 2018 at 1 PM 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 9 OPIC19R0006

1. INTRODUCTION AND BACKGROUND

This position is located in the Department of Portfolio and Financial Management (DPFM), Office of Budget and Resource Planning. The DPFM is responsible for OPIC's accounting and budgeting, receipts and disbursements of funds, asset management, management of accounting and financial information systems, finance and insurance program portfolio management and other financial management services. The Office of Budget and Resource Planning is responsible for the full life cycle of OPIC's budget resources: ranging from formulation, request through 0MB to Congress, appropriation, apportionment, execution and reporting.

The Senior Budget & Program Analyst will report directly to the Managing Director of the Budget and Resource Planning. Subject-matter experts within OPIC or at U.S. missions overseas may provide technical feedback directly to the senior Budget Analyst, who is expected to provide authoritative guidance to OPIC Program Office staff on their budgets and on financial management requirements for all of OPIC’s Overseas offices.

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.

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

4. MAJOR DUTIES AND RESPONSIBILITIES

PAGE 5 OF 9 OPIC19R0006

The Senior Budget Analyst will advise and assist senior program and budget staff at U.S. missions overseas in administering OPIC foreign assistance activities by:

• Identifying and implementing steps necessary to fund and establish new positions in support of OPIC under NSDD-38 requirements.

• Developing and writing Standard Operating Procedures (SOP) for processing transactions and reconciling billing for OPIC expenses and activities under ICASS and IAAs (Interagency Agreements).

• Implementing best practices for managing ICASS invoice payments and reconciling Department of State financial data against OPIC financial records.

• Tracking OPIC expenditures by proper appropriation and allotments.

• Analyzing and evaluating changes in OPIC operations, program plans and funding and their effect on the Client’s appropriation and allotment.

• Developing effective reports by gathering, extracting, reviewing, monitoring, verifying, and consolidating a variety of information and financial data for use by various customers at specific posts and in OPIC Washington.

• Preparing presentations of OPIC budget and program data by country and post in related budgetary forms, data sources, schedules, and reports

• Customizing Status of Funds reports for Agency heads, Chiefs of Mission, program staff, and financial managers and Senior staff in Budget, Structure Finance and front Office

• Developing and monitoring performance under IAAs and OPIC funding.

• Performing reviews and variance analysis of current estimates of funding needs by line item with prior year expenditures and bringing significant variations to the attention of appropriate OPIC personnel.

• Provide Foreign affairs guidance in managing oversees Logistical details including hiring, firing of oversees local staff, Allowances, Medical, ICASS and Capital Cost sharing Issues.

• Work with Senior OPIC personnel in Program and Management in negotiating logistical management requirements with U.S. Missions Oversees and in Regional and Functional Offices in the Department OF State.

Supervisory Controls The supervisor outlines overall objectives and available resources. The incumbent and supervisor, in consultation, discuss timeframes, scope of assignments, including possible strategies and approaches. The incumbent plans and carries out assignments, advises OPIC administrative staff and managers concerning the budget process, resolves most of the problems that arise, coordinates the work of other OPIC staff, interpreting policy and regulatory requirements, and providing recommendations for improvements to meet project objectives. The employee keeps the supervisor informed of progress and of potentially controversial matters.

The supervisor reviews completed work for soundness of overall approach, effectiveness in meeting requirements and program objectives.

Guidelines Guidelines and policies are scarce; are very general in nature; pertain only to routine issues and matters; are stated in terms of goals to be accomplished rather than the approach to be taken; and present a number of principles and standards any one of which may reasonably apply to the broad subject matter. Documentation of work done in earlier assignments is not available or is not applicable because of changes in subject matter, objectives, or emphasis. Some examples of such guidelines are OMB circulars, directives, and regulations; Treasury Department regulations; judicial decisions; Comptroller General Decisions. The incumbent must routinely must develop specific objectives and devise new methods, techniques, and criteria pertaining to such matters as: identifying trends and patterns; acquiring information and analyzing data; modifying systems to accept new

PAGE 6 OF 9 OPIC19R0006

kinds of data etc.

Complexity Work consists of performing varied duties that require resolving particularly difficult and complex problems in highly responsible circumstances. Work involves such functions as problem definition, intensive planning, coordination of many activities, and comprehensive analysis of a great variety of functions and operations.

The employee is engaged in a wide variety of activities, including: advising a number of directors and preparing a number of regular and recurring special purpose reports; working with a variety of accounting systems or environments where there is significant interface with automated management systems etc.

The work requires the employee to be innovative and adept at conceiving new strategies for solving problems; and make decisions that are complicated by the presence of these types of issues, conditions, and matters: the diversity of systems that must be integrated into a single system; the need to interpret administration policies and legislation covering highly sensitive programs; the number and variability of administrative support and specialized functional programs serviced; the extreme diversity of functional programs and operations and their related accounting and control systems; the conflicting requirements inherent in balancing cost against requirements when addressing major agency programs having numerous goals or end products etc.

Scope and Effect The purpose of the work is to facilitate the execution of long-range (i.e., 3 to 5 years or longer) detailed budget forecasts and planning to fund the implementation of substantive agency programs and projects. Establishing financial and budgetary goals, timetables, milestones, and other criteria against which the relative costs and benefits of program achievements can be measured. Assesses cost-effectiveness in meeting OPIC's program goals. The work involves the outcome of budgets, programs, and interests of economies.

Personal Contacts/Purpose of Contacts Contacts are with high-level OPIC managers and officials of other agencies. Contacts with top OPIC managers is for the purpose of advising them of the current status of OPIC funding.

Physical Demands Most work is performed in an office. A moderate amount of standing and walking is required in getting to and from meeting places away from the worksite.

Work Environment Work is performed in a typical office setting.

5. REQUIRED QUALIFICATIONS:

• Detailed, intensive knowledge of the policies, precedents, goals, objectives, regulations, and guidelines of a functional area such as financial oversight, budget formulation, and/or budget execution sufficient to: analyze and evaluate continual changes in program plans and funding and their effect on financial and budget program milestones; and analyze financial and budgetary relationships to develop recommendations for financial and/or budgetary actions under these types of conditions and time pressures; uncertainty due to short and rapidly changing program and financial/budgetary deadlines and objectives; gaps and conflicts in program and financial/budgetary information; lack of predictive data etc.

• Knowledge of data and data analysis technology applications; and skill in developing and delivering analyses for strategic and long-range planning.

PAGE 7 OF 9 OPIC19R0006

We will review your resume and supporting materials to ensure they meet the basic qualification requirements for the above position. 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 Wednesday, December 5, 2018 at 1 PM 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

DESIRED QUALIFCATIONS:

Master’s Degree in Business Administration.

PAGE 8 OF 9 OPIC19R0006

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 part-time (intermittent) position for a Senior Budget & Program Analyst. 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 9 OF 9 OPIC19R0006

Overtime is NOT authorized on this contract.

The pay range for this position is $62.42- $81.11 (GS 14 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.