Potential IDIQ Contract Holders Self-Assessment Checklist 2022-11-17.docx

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EXIM-wide Legal Services
Solicitation number
RFP_83310122R0007
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Potential IDIQ Contract Holder’s Self-Assessment Checklist (Checklist is optional. Responders are cautioned that not all requirements of the RFP are stated in this Checklist. Responders are responsible for submitting all required submittals with their proposals.)

Full and Open Competition for opportunity for award of a Multiple Award IDIQ contract?
Yes, Full and Open Competition as prescribed in FAR 6.102 and 16.500
RFP – Multiple Solicitation Number
83310122R0007
RFP – Proposal DUE DATE
December 2, 2022 (Friday), 5:00pm Eastern Time
Date / Time Proposal Submitted
Responder to enter response.
Other Contracts awarded to Respondent by EXIM:
Responder to enter response.
Responder Contractor’s Name
Responder to enter response.
RFP Number
Responder to enter response.
Projected IDIQ Period of Performance (Including Options) Ultimate Completion Date
TBD
Number of Service Categories, geographic areas, and Sectors (see B.1 and PWS of RFP solicitation) Responder’s Proposal addresses:
Responder to enter response.
Self-Identified Maximum Ceiling Amount for number of Service Categories
Responder to enter response.
Scope Title:
EXIM-wide Legal Services
Estimated Value
Guaranteed Minimum per IDIQ contract: $3000.

Contract Ceiling for maximum number of Service Categories over 5-year period: $175,000,000

Period of Performance (PoP)
5 years from date of IDIQ contract award
RFP Scope*:
See Sections B and C of RFP for Scope of Work
Responder contractor or identified subcontractor must have expertise providing the legal services described in Section B.1 Legal Service Category(ies), Region(s) and/or Sector(s) in the PWS, for optimal success to complete the scope requirements.
Yes or No
Responder to enter response where this information is identified in their proposal and can be found in proposal attachments (e.g., key personnel resumes, curriculum vitae (CV), or other) and government to verify.

FUTURE TASK ORDER EVALUATION (Information to be evaluated.)

Are you able to perform the scope of work of one (1) or more of the Legal Service Category(ies) and Region and/or Sector to successfully complete this requirement?
Yes or No
Responder to enter response where this information is identified in their proposal and can be found in proposal attachments and government to verify.
4.0 OBJECTIVES (NATURE OF WORK), Contractor must possess resources to assign staff to potential Task Order work requests without any delay. Contractor must have attorneys “on deck”, able to immediately “turn to” the request for legal Services.
Responder to enter response where this information is identified in their proposal and can be found in proposal attachments and government to verify.
1: Does responder Law Firm possess experience on the “front end” (i.e., origination) of any EXIM Transactions as Borrower-paid legal advisor? Experience may be satisfied in at least two ways (other methods may be taken into account at EXIM Bank’s discretion): the Law Firm as an entity performing under previous contracts, engagement letters or similar arrangements; the attorneys and support staff employed by the Law Firm and available for assignment to the TO Matter. Such personnel may have acquired their Transaction specific experience (i) while employed (or serving as a partner) at a different firm than the firm being considered for the TO or (ii) while employed at EXIM Bank. Teaming or subcontracting arrangements with a different firm are allowable.
Responder to enter response where this information is identified in their proposal and can be found in proposal attachments and government to verify.
2: Firm with experience in providing the legal services to EXIM for an imperiled Transaction.
Responder to enter response where this information is identified in their proposal and can be found in proposal attachments and government to verify.
3: Firm with experience in EXIM’s export credit financing transactions in commercial aircraft (and/or commercial rail) transactions that is most relevant in light of the PWS.
Responder to enter response where this information is identified in their proposal and can be found in proposal attachments and government to verify.
4: Ability to respond with assigned resources in the timeframe required (could be 24 hours after notice of award of TO).
Responder to enter response where this information is identified in their proposal and can be found in proposal attachments and government to verify.
5: Hourly rates.
Part of the Phase II of evaluation. Responders may leave checklist “BLANK” with Phase I proposal submission.
6: References/reviews in commercial journals/Bar Association testimonials or other periodicals or publications, or awards of recognition in the aircraft or rail sector.
Responder to enter response where this information is identified in their proposal and can be found in proposal attachments and government to verify.
7: If applicable, address any additional evaluation criteria as specified in the solicitation, evaluation and ordering procedures not previously identified in subsections 1 through 7 above
Responder to enter response where this information is identified in their proposal and can be found in proposal attachments and government to verify.
Compliance with Diversity, Equity, Inclusion and Accessibility goals and principles as set forth in Presidential Executive Order 13985 and OMB Policy Memo M-22-03
Responder to describe the firm’s DEIA practices, culture and principles

Required Proposal Submittals

Volume 1: Administrative
Responder to indicate location of its Volume 1 submittal
Volume 2: Past Performance
Responder to indicate location of its Volume 2 submittal
Quality Control Plan (QCP)
Responder to indicate location of its QCP
Key Personnel resumes
Part of the Phase II of evaluation. Responders may leave checklist “BLANK” with Phase I proposal submission.

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