SOW - Private Equity Database Service.pdf

Project Title: Private Equity Database Service

1.0 Background

As the U.S. Government’s development finance agency, the United States International Development Finance Corporation (DFC) mobilizes U.S. private capital to help solve critical development challenges while advancing U.S. foreign policy interests. DFC works with the U.S.

private sector to help gain footholds in emerging markets, catalyzing revenues, jobs and growth opportunities both at home and abroad. DFC achieves its mission by providing investors with financing, loan guarantees, political risk insurance, support for private equity investment funds and direct equity investments.

2.0 Objectives

To complement and expand our access to private equity deal information, DFC’s Office of Strategic Initiatives (OSI) requires a commercial off-the-shelf (COTS) online information system providing access and insight into the flow of capital across the entire venture capital, private equity and M&A ecosystem. OSI needs comprehensive, detailed data on the private and public markets—including companies, investors, funds, investments, exits and people—to help global business professionals like you discover and execute opportunities with confidence. We require this information to be on a single platform having a common user interface (simple/advanced). In addition, we require a companion collection of public/private company information. Our needs are detailed in the General System Requirements and the Content Requirements sections of this solicitation.

The general and business news platform will be used by the Information Center Staff (5 individuals) to respond to specific information requests from individual OPIC staff members.

Use of these information resources would:

• be on an occasional basis.

• be in response to a specific request by a specific individual.

• not be a recurring request such as a weekly/monthly news alert.

3.0 Period of Performance

Contract is for a Base Year plus two (2) Option Years.

Period of performance: Base year: 12 months from date of award Option Yr. 1: 24 months from date of award Option Yr. 2: 36 months from date of award

4.0 Type of Order

The government anticipates award of a Firm Fixed Price (FFP) contract.

5.0 Technical Requirements:

• Insight into the flow of capital across the entire venture capital, private equity and M&A ecosystem.

• Comprehensive, detailed data on the private and public markets—including:

o companies;

o investors;

o funds;

o investments;

o exits; and o people

General System Requirements: The proposed platform must have the following features:

• Commercial off-the-shelf system (COTS)

• Access through the Internet.

• Available 7 days a week with minimal downtime.

• Leverage granular search criteria to find exactly what you're looking for in seconds.

• Easily stay on top of changes in the market and activity in your space.

• Access hard-to-find data on companies, deals, investors, funds and professionals.

• Use visualization tools to understand trends like valuations, deal sizes and more

• Ability to access our comprehensive data on the public and private equity markets directly within Excel.

• Update financial models quickly, streamline your workflow and strengthen your analysis

• Mobile access to obtain data and information

• A Help Desk that will provide basic system and advanced subject support.

6.0 Government Furnished Equipment

Government furnished equipment will not be provided.

7.0 Technical Evaluation

The Government shall award a contract resulting from this solicitation to the responsible offer or whose offer conforming to the solicitation shall be the best value to the Government, price and other factors considered.

The technical proposal shall be separate from the price proposal. The Contractor’s proposal must include all data and information required and must be submitted in accordance with these instructions. Non-conformance with specific organization and content may be cause for proposal rejection. The proposal must be clear and concise. It must include sufficient detail for effective evaluation and for substantiating the validity of stated claims.

The proposal shall not rephrase or restate the Government requirements, but rather provide a convincing rationale to address how the Contractor intends to meet these requirements. A proposal that simply restates the Government requirements may be judged non-responsive.

Contractors must assume that the Government has no prior knowledge of its experience and shall base its evaluation on the information presented in the Contractor’s proposal.

The proposal must be written to the greatest extent possible on a stand-alone basis so that its contents may be evaluated with a minimum of cross-referencing to other sections of the proposal. Cross referencing within the proposal is permitted where its use would conserve space without impairing clarity.

The proposal shall comply with the following limitations:

(1) A maximum of ten (10) pages for the proposal, excluding past performance.

(2) 12 point type shall be used. The font shall be Times Roman.

Do not include cost/pricing information in your technical submittal.

8.0 Evaluation Factors

Award will be made to the responsible contractor submitting an overall quotation that is determined most advantageous to the Government, price and non-price criteria considered.

Award(s) will be made to the firm whose proposal meets the Government's requirements and whose technical criteria and price, when combined, represent the best value to the Government.

The technical evaluation criteria are significantly more important than price.

Part I – Non-Price Factors

Technical Capabilities - The proposal should address the technical requirements in sufficient detail to demonstrate a clear understanding of the statement of work, including identifying any areas where the offered service exceeds or does not meet the specifications.

Past Performance - The offeror shall provide three (3) references which clearly describe the offeror’s experience providing the services or experiences related to the this SOW. The offers will demonstrate their experience through three (3) completed Past The three references should include name of contact person, name of agency or firm for which work was performed, and including a current phone number, email address, and a description of how this reference is relevant to the SOW in both size and scope of work. Work shall have been performed in the past three years in order to be considered recent.

Part II – Price

Price Submission

In a separate electronic document, the contractor shall submit a Price Quotation for the following:

Line Item: 0001 (base) Item Description: Private Equity Database Service Quantity: 1 Unit of Measure: Year Period of Performance – 12 months after award

Line Item: 0002 (Option Period 1) Item Description: Private Equity Database Service Quantity: 1 Unit of Measure: Year Period of Performance – 24 months after award

Line Item: 0003 (Option Period 2) Item Description: Private Equity Database Service Quantity: 1 Unit of Measure: Year Period of Performance - 36 months after award