CAPITAL MARKETS TEAM PROFESSIONAL SUPPORT SERVICES FOR THE OFFICE OF STRATEGIC CAPITAL
ID: ND021120250955Type: Sources Sought
Overview

Buyer

DEPT OF DEFENSEWASHINGTON HEADQUARTERS SERVICES (WHS)WASHINGTON HEADQUARTERS SERVICESWASHINGTON, DC, 203011000, USA

NAICS

All Other Professional, Scientific, and Technical Services (541990)

PSC

SUPPORT- PROFESSIONAL: OTHER (R499)

Set Aside

Service-Disabled Veteran-Owned Small Business (SDVOSB) Set-Aside (FAR 19.14) (SDVOSBC)

Original Source

https://sam.gov/opp/c115a4d0d62e44b08496cbc4ce4de556/view
Timeline
    Description

    The Department of Defense, through the Washington Headquarters Services, is seeking professional support services for its Office of Strategic Capital's Capital Markets Team. The procurement aims to attract and scale private capital into designated Critical Technology Categories by hiring one or more full-time Investment Advisors with extensive experience in capital markets and critical technologies. These advisors will be responsible for advanced financial modeling, portfolio management, and interagency collaboration, ensuring alignment with national security priorities. Interested Service-Disabled Veteran-Owned Small Businesses (SDVOSBs) must demonstrate capabilities including a Top Secret Facility Clearance and CMMI Level 3 certification, with submissions due by the specified deadlines. For further inquiries, potential bidders can contact Benjamin Juricic or Peter Polizzi via their provided email addresses.

    Point(s) of Contact
    Benjamin Juricic
    benjamin.j.juricic.civ@mail.mil
    Peter Polizzi
    peter.m.polizzi.civ@mail.mil
    Files
    Title
    Posted
    A10 20240225--RFI Description of Services OSC CMT PSS FINAL.docx
    The Department of Defense Office of Strategic Capital (DoD OSC) is seeking one or more full-time Investment Advisors to enhance its Capital Markets Team. These advisors will play a crucial role in attracting and scaling private capital into designated Critical Technology Categories (CTCs) through various financial products and strategies. They are expected to have extensive experience in capital markets and critical technologies, guiding the evaluation and due diligence of potential investment partners. Key responsibilities include conducting advanced financial modeling, portfolio management, market research, and providing mentorship to junior team members. Advisors will also support interagency collaboration, refine data management processes, and ensure alignment of investment strategies with national security priorities. Candidates are required to have a strong background in alternative investments or the defense innovation ecosystem, with at least ten years of senior-level experience. Effective communication skills and the ability to foster interagency partnerships are essential. The document emphasizes the importance of these roles in guaranteeing strategic investments that enhance national security through technological advancements.
    A10 20240225--RFI OSC CMT PSS FINAL.docx
    The Washington Headquarters Service (WHS) is seeking responses from Service-Disabled Veteran-owned Small Businesses (SDVOSBs) for professional support services for the Department of Defense Office of Strategic Capital's Capital Markets Team (CMT). This Sources Sought Notice (SSN) is not a solicitation for proposals but a market research effort to gauge interest and capabilities among potential providers. The anticipated contract, which stems from prior work with Johns Hopkins University, will include a 12-month base period with two optional years, commencing in August 2025. Key requirements for submissions include evidence of a Top Secret Facility Clearance, Capability Maturity Model Integration (CMMI) Level 3 certification, and an ISO 9001:2015 quality management system. Interested firms must prepare a Capabilities Statement addressing specific criteria, including prior performance, government contract experience, and subcontracting plans. This SSN supports the government's goal of securing competitive proposals from small businesses, emphasizing qualifications and experience that align with the office's professional support needs.
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