Notice of Intent - Loan Monitoring and Asset Management - Final.pdf

SOLICITATION NUMBER: 77344421Q0059

AGENCY: United States Development Finance Corporation (DFC)

NOTICE TYPE: Special Notice

JOFOC STATUTORY AUTHORITY: FAR 6.302-1 Only one responsible source/FAR 8.405-

6 Limiting sources

SYNOPSIS:

The United States Development Finance Corporation (DFC) hereby provides notice of its intent to negotiate on a limited source basis with RER Solutions Inc, 950 Herndon Parkway, Herndon, VA 20170 pursuant to FAR 8.405- 6(a)(1)(i)(B). A Justification for Other than Full and Open

Competition has been prepared. The period of performance for this effort will be a 12- month base period with four (4) 12-month option periods and optional line items. The selected vendor is a Small Business, WOSB, EDWOSB, SBA Certified Small Disadvantaged Business and SBA

Certified 8(a) Firm. This order will be placed under a General Service Administration (GSA)

Federal Supply Schedule (FSS) contract under the authority of FAR 8.405-6 set aside 100% for

EDWOSB.

The order will be in support of the DFC’s Portfolio Management Division and Department of

Financial & Portfolio Management programs for the ongoing support services in Loan and Asset

Management. The activities under the scope of work are widely varied and require high-level expertise to ensure the agency's credit programs are effectively administered and meet the standards required for audited financial statements. DFC will contract with a single organization to provide the required services in order to simplify management of the contract and to ensure accountability for the results.

In close cooperation with DFC Monitoring officers the contractor provided services include but are not limited to the services for management of a selected originated portfolio: preparation of reviews, credit action memoranda which address potential amendments, waivers and consents, maintenance of documents, ongoing assessment of the underlying projects, loan ratings and workout plans, development, and implementation and management of certain types of criticized and classified assets, and limited financial reporting. Under the guidance of DFC Monitoring officers, the contractor shall follow best industry practices in managing a portfolio of direct loans and loan guarantees which may include Framework Agreements with financial intermediaries and/or

Loan Guaranty Facilities to clients that meet DFC’s criteria for Direct Loans.

RER Solutions Inc is the only known source with the ability to provide the requisite expertise for this requirement. RER Solutions Inc offers uniquely relevant services to the DFC. RER Solutions

Inc has provided the following services: loan and loan guarantee support and asset management services to the United States Development Finance Corporation formerly Overseas Private

Investment Corporation. Export-Import Bank of the United States Asst Monitoring and

Restructuring Group, Department of Energy Lian Program Office and the Community

Development Finance Institutions Bond Guarantee Program.

Interested parties may identify their interest and capability to respond to the requirement. THIS

NOTICE OF INTENT IS NOT A REQUEST FOR COMPETITIVE QUOTES OR

PROPOSALS. A determination not to compete this requirement, based upon responses to this notice, is solely within the discretion of the Government. Information received will normally be considered solely for the purpose of determining whether to conduct a competitive procurement.

DFC will NOT be responsible for any costs incurred by interested parties in responding to this notice of intent. Only written responses will be considered. As a result of analyzing responses to this notice of intent, the Government shall determine whether a solicitation will be issued. Any prospective contractor must be registered in the System for Award Management (SAM) in order to be eligible for award. Information concerning SAM registered requirements may be viewed via the Internet at http://sam.gov.

INSTRUCTIONS:

All interested parties shall submit clear and convincing documentation demonstrating their capabilities to satisfy the requirements listed above to Judith Hicklin at Judith.Hicklin.gov and

Omar Mohamed at omar.mohamed@DFC.gov no later than 12:00 p.m. Eastern Time on

Wednesday, July 20, 2021. Fax inquiries will not be accepted. The capability documentation should include general information and technical background describing in detail the prospective contractor’s capabilities and experience that will demonstrate the ability to support these requirements.

http://sam.gov/ mailto:Judith mailto:at mailto:omar.mohamed@DFC.gov