ATTACHMENT C - Position Descriptions SACA_FINAL.pdf

Position Description Document (PD)

Contractor shall provide personnel in accordance with the following position descriptions:

Partner

Overview This position is responsible for leading efforts to enforce a broad range of lender rights and remedies against collateral in high-value, high-risk distressed loans, particularly for collateral associated with energy generation, manufacturing, or infrastructure projects.

Qualifications This position requires:

• Knowledge of lender rights and remedies against collateral, particularly those related to energy generation, manufacturing, or infrastructure projects.

• A minimum of 15 years of experience serving as a specialized collateral agent for lenders of high-value, high-risk distressed loans for projects that had a project finance or corporate loan balance of $500 million or more.

• Experience as the lead collateral agent on at least five high-value, high-risk project finance loans, particularly where the clients in such deals were senior secured lenders or guarantors.

• The ability to quickly execute collateral rights and remedies—including any required filings or administration of documents—at the direction of DOE to maximize loan recovery to the U.S. Government.

Education This position requires a Bachelor’s and Master’s degree from an accredited college in Business Administration, Finance, Accounting or a related discipline or a Juris Doctorate from an accredited college.

Senior Associate

Overview This position performs work under the direction of the Partner to enforce a broad range of lender rights and remedies against collateral in high-value, high-risk distressed loans, particularly for collateral associated with energy generation, manufacturing, or infrastructure projects.

Qualifications This position requires:

• Knowledge of lender rights and remedies against collateral, particularly those related to energy generation, manufacturing, or infrastructure projects.

• A minimum of 10 years of experience serving as a specialized collateral agent for lenders of high-value, high-risk distressed loans for projects that had a project finance or corporate loan balance of $250 million or more.

• Experience as a collateral agent on at least three high-value, high-risk project finance or corporate loans, particularly where the clients in such deals were senior secured lenders or guarantors.

DRAFT

• The ability to quickly execute collateral rights and remedies—including any required filings or administration of documents—at the direction of DOE to maximize loan recovery to the U.S. Government.

Education This position requires a Bachelor’s degree from an accredited college in Business Administration, Finance, Accounting or a related discipline or a Juris Doctorate from an accredited college.

Attorney

Overview This position provides legal counsel regarding a broad range of lender rights and remedies against the collateral in high-value, high-risk distressed loans, particularly for collateral associated with energy generation, manufacturing, or infrastructure projects.

Qualifications This position requires:

• Knowledge of a lender’s legal rights and remedies against collateral, particularly those related to energy generation, manufacturing, or infrastructure projects.

• At least 10 years of experience providing legal counsel to specialized collateral agents for lenders of high-value, high-risk distressed loans for energy generation, manufacturing, or infrastructure projects that had a project finance or corporate loan balance of $250 million or more.

• Experience providing legal advice to collateral agents on at least three high-value, high-risk project finance or corporate loans, particularly where the clients in such deals were senior secured lenders or guarantors.

• The ability to quickly execute legal documents related to collateral rights and remedies— including any required filings or administration of documents—at the direction of DOE to maximize loan recovery to the U.S. Government.

This position requires a Bachelor’s degree from an accredited college in Business Administration, Finance, Accounting or a related discipline and a Juris Doctorate from an accredited college.

Uniform Commercial Code (UCC) Paralegal

Overview This position provides paralegal support, under the direction of an Attorney(s), related to UCC filings, particularly for filings associated with energy generation, manufacturing, or infrastructure projects.

Qualifications This position requires:

• Knowledge of UCC filing requirements, formats and timelines, particularly for large equipment related to energy generation, manufacturing, or infrastructure products.

• At least 3 years of experience working at a major law firm as a corporate paralegal assisting with UCCs on all types of deals.

• The ability to conduct UCC searches on equipment/inventory to determine ownership.

• The ability to assist lawyers in drafting, preparing, submitting, and monitoring various types of UCC filings, including financing statements, amendments, extensions, and terminations.

• The ability to prepare lien summary charts and to conduct UCC file search requests— including computerized lien searches—in all 50 states.

• The ability to review UCC financing statements to confirm compliance and respond to inquiries as needed.

• Proficiency with Microsoft Office (Outlook, Word, and Excel), as well as PDF software.

• Excellent oral and written communication skills in a professional environment to interact effectively with clients.

Education This position requires a Bachelor’s degree from an accredited college.

Financial Analyst

Overview This position performs in-depth financial reviews, research and analyses of high-value, high-risk distressed loans, particularly for those associated with energy generation, manufacturing, or infrastructure projects.

Qualifications This position requires:

• Advanced knowledge of and experience with financial modeling.

• Knowledge of market analyses of at-risk/troubled assets to assist in developing liquidation strategies.

• At least 4 years of related financial analysis work experience in credit underwriting, legal documentation, transaction due diligence, corporate restructuring and/or portfolio management.

• The ability to evaluate financial documents—including those associated with project finance transactions—such as balance sheets, income statements, bank statements, letters of credit, inventory purchases and more.

• The ability to evaluate legal documents, such as credit agreements, indentures, contracts, etc. to assess covenants and recovery prospects in the event of a default.

• The ability to analyze, prepare, and present for approval all required amendments, waivers, and extensions.

• The ability to conduct a thorough review of a company’s financial reports and to perform due diligence for the project, including inspecting company property and inventory.

• Strong analytical and reasoning skills with well-developed ability to support assumptions and conclusions verbally and in writing.

This position requires a Bachelor’s degree from an accredited college in Business Administration, Finance, Accounting, Business valuation, or other related fields.

Legal Administrative Assistant

Overview This position provides legal administrative support under the direction of an Attorney(s) to ensure efficient operation and organization of legal-related tasks related to lender rights and remedies against the collateral in high-value, high-risk distressed loans.

Qualifications This position requires:

• At least 3 years of experience working in a law firm or legal environment.

• Proficiency with drafting and editing written materials such as correspondence, briefs, client memoranda, etc.

• Experience with the Microsoft Office Suite (specifically Word, PowerPoint, Excel, and

Outlook) as well as legal databases.

• Experience processing payments and issuing invoices for payments.

• Ability to coordinate and schedule meetings/conference calls via Outlook, Web Ex and other applications as applicable.

• Ability to organize, work independently and take initiative in a team environment as well as handle and prioritize overlapping/conflicting work assignments.

• Ability to prepare an accurate and highly detailed work product.

• Excellent communication skills, data entry accuracy and customer service experience.

This position requires an Associate’s Degree in Business Administration or other related fields from an accredited college.