Environmental and Social Technical Assistance

Page 1 DFC.018 PERFORMANCE WORK STATEMENT Statement of Work (SOW) Environmental & Social Support Services Office of Development Policy (ODP) U.S. International Development Finance Corporation (DFC) 1. BACKGROUND The U.S. International Development Finance Corporation (DFC) is the U.S. Government’s Development Finance Institution. DFC partners with the private sector to mobilize capital for strategic investments worldwide that foster economic development, support U.S. interests, and deliver returns to American taxpayers. Launched in 2019, DFC helps to advance U.S. foreign policy by supporting projects that promote economic stability, protect sovereignty, and ensure transparency. DFC investments adhere to high U.S. business standards and respect the environment, human rights, and internationally recognized worker rights. Projects financed by DFC support are subject to a comprehensive environmental and social (E&S) review process, including screening, due diligence, specialized reviews, clearances, and monitoring. The DFC Office of Development Policy (ODP) seeks to establish an Indefinite Delivery, Indefinite Quantity (IDIQ) contract with a qualified E&S consulting firm (the Contractor) to provide on-demand environmental and social advisory services to support the E&S Risk Management Team across all types of transactions including debt, equity, political risk insurance and financial intermediaries. While this IDIQ is primarily being established in support of ODPs mission, other departments within DFC may require use of this IDIQ to fill contractual needs within the scope of this IDIQ. The IDIQ establishes access to future Task Orders, each of which will define assignment-specific scope, deliverables, hours, and any special requirements, further defined below. Assignments will be time-sensitive and may require a broad range of specific technical expertise aligned with issues elaborated by the International Finance Corporation (IFC) Performance Standards.[1]1 Support may address multiple E&S topics, occur at various stages of projects’ lifecycles, and be provided on a project-by-project basis. The Contractor will work under DFC direction and in response to Task Orders to support assessment of alignment with the 2024 DFC Environmental and Social Policy and Procedures (ESPP),[2]2 the International Finance Corporation (IFC) Performance Standards (2012), relevant international good practices, and applicable U.S. Government requirements. The Contractor must have access to a range of E&S subject-matter experts able to support thematic E&S issues across different sectors, as described in Section 2. Task Orders may require rapid mobilization and concurrent support across multiple assignments, with timing and response expectations specified at the Task Order level. In addition to desk-based work, support may include participation in site visits that require domestic or international travel (refer to Section 10 for travel provisions). 2. CONTRACT TYPE This is an Indefinite Delivery, Indefinite Quantity (IDIQ) contract under which Task Orders may be issued on a Labor Hour and/or Firm Fixed Price (FFP) basis. The IDIQ proposal should demonstrate firm-wide capability to support the full SOW, while specific staffing and level of effort will be proposed at the Task Order level. The specific contract type applicable to each Task Order will be identified in the individual Task Order. 3. SCOPE OF WORK ODP requires a Contractor to provide technical assistance in accordance with the Applicable Standards. -- 1 of 10 -- Page 2 (as defined below). Anticipated tasks and deliverables include: Task Description Deliverables Comprehensive E&S support (across E&S issues) 1. Environmental & Social Screening · Review project documentation and develop E&S red-flags reports and/or screening memos to support DFC’s screening-stage ESPP requirements, sector-specific standards, and other supplemental standards. · Identify, on a preliminary basis, applicable IFC Performance Standards, ESPP requirements, sector-specific and other supplemental standards. · Red-flag reports and/or screening memos, depending on the assignment 2. Due Diligence Assessment · Review project documentation and assess compliance with the Applicable Standards. · Examples of project documentation may include E&S management systems (ESMS), E&S impact assessments (ESIAs) and other baseline studies, E&S management plans (ESMPs), human resources policies, labor and contractor management plans, stakeholder engagement plans, Resettlement Action Plans (RAPs) and Livelihoods Restoration Plans (LRPs), Critical Habitat Assessments (CHAs), etc. · Identify gaps and recommend actions for alignment with the Applicable Standards. · As required, conduct visits to project sites. · Comprehensive reviews, gap analyses or due diligence reports, draft E&S corrective action plans, depending on the assignment 3. Monitoring · Review project documentation / data and assess compliance with the Applicable Standards and Requirements. · Identify policy, procedural, or implementation gaps and recommend actions for alignment with the Applicable Standards and Requirements. · As required, conduct visits to project sites to assess compliance. · Develop and provide client-facing training focused on application of content covered across the IFC Performance Standards, as requested. · Comprehensive reviews, gap analyses or monitoring reports, structured monitoring plans, draft E&S corrective action plans, depending on the assignment 4. Client support · Review E&S documents prepared by clients or third parties and provide technical feedback to support alignment with the Applicable Standards. · Provide basic advisory support to DFC · Written feedback, emails, conference calls, or concise technical memos, depending on the -- 2 of 10 -- Page 3 clients to meet the Applicable Standards. assignment Thematic Subject matter-specific E&S support 5. Thematic Subject Matter Expertise · Within a specific a…