Entity assessments and training to assess foreign ownership, control, and influence of office of strategic capital, investor candidates and other entities

THIS IS NOT A REQUEST FOR QUOTE – THIS IS A NOTICE OF THE GOVERNMENT’S INTENT TO ISSUE A SOLE SOURCE CONTRACT FOR ENTITY ASSESSMENTS AND TRAINING TO ASSESS FOREIGN OWNERSHIP, CONTROL, AND INFLUENCE OF OFFICE OF STRATEGIC CAPITAL, INVESTOR CANDIDATES AND OTHER ENTITIES

The Department of Defense (DoD), Washington Headquarters Services, Acquisition Directorate (WHS/AD), intends to award a Firm-Fixed Price (FFP) contract for Entity Assessments and Training, to OR Solutions, 1491 Chain Bridge Road Suite 300, Mc Lean, Virginia 22101-5725, in order to provide Foreign Ownership, Control, and Influence (FOCI) risk assessments of identified entities by leveraging data-supported research products. The risk assessments and associated debriefings shall include varying levels of complexity based upon Office of Strategic Capital (OSC) requirements. The contractor shall possess and employ deep background in counterintelligence, network infrastructure, and academia to provide the required detailed assessments.
The contractor shall provide a mechanism for OSC to remain apprised in the instance of material changes to up-to-ten entities reviewed within the previous 36 months and shall annually provide an updated standard-level assessment for up-to-ten entities entity reviewed within the previous 36 months. The contractor shall maintain a monitoring dashboard, which will deliver an electronic notification to OSC when changes occur to an entity’s sanctions status, adverse media status, dark web status, and adverse capital status.

The contractor shall provide guidance to OSC-strategic decision-making supporting counterintelligence efforts. The contractor shall provide ad-hoc training as required to ensure OSC personnel have all knowledge necessary to make informed determinations. The contractor shall support risk assessments rooted in prior executed entity assessment activities. The contractor shall employ a deep background in counterintelligence and FOCI to provide informed consultation to ongoing OSC issue identification and resolution efforts.

The contractor shall develop and deliver a 90-minute training presentation educating up-to-10 participating companies and additional OSC personnel about the risks of intellectual property theft, economic espionage, and technology transfer, with a primary emphasis on threats emanating from the People's Republic of China (PRC). Through interactive sessions, case studies, and best practices, the contractor shall equip attendees with the knowledge and skills necessary to identify, assess, and mitigate these critical threats to their investments and operations. The training presentation shall include the following elements:
    Defining the information requiring protection,
    Understanding threat actors, with a focus on governments and government proxies, and a special emphasis on the PRC,
    A review of types of IP theft techniques, focusing on vectors encountered by employees. Special attention is provided to social engineering, recruiting, and hiring scams, customer and investor scams, social media, devices, and travel, and
    Describing mitigation and prevention, including the establishment of clear policies on access, vetting, communication, and reporting protocols. Emphasis is given to education rather than punishment and the need for early and full reporting of potential leaks.
 The Period of Performance will be from 28 September 2024 through 27 September 2025. This procurement will be issued in accordance with Federal Acquisition Regulation (FAR) clause 13.106-1(b)(2).
This notice of intent is NOT a request for proposals or quotations. Requests for copies of a solicitation in response to this notice will not be honored or acknowledged. A determination by the Government not to compete this proposed action based upon responses to this notice is solely within the discretion of the Government. Information received will be considered solely for the purpose of determining whether conducting a competitive procurement is in the best interest of the Government. Interested parties may identify their interest and capability by responding to this notice via email to the eric.u.darby.civ@mail.mil, with a file size less than 5MB, Subject Line: Response to NOI ND072220241751 no later than 05:00 pm EST, 16 September 2024. All information submitted should support the offerors capability to provide the services required and shall be furnished at no cost or obligation to the Government.