RFQ 693JF725Q000007 Title XI Vessel Verification.pdf July 14 2025.pdf

Negotiated Document Numbers:

693JF725Q000007

Document Title:

Maritime Administration Insurance Verification on Title XI Vessels

This is a Request for Quote for a Maritime Administration Insurance Verification on Title XI Vessels.

(Attached please find the Performance Work Statement (PWS), QASP and Pricing sheet). This is a total Small Business set aside requirement under the NAICS code is 524210 -Insurance Agencies and Brokerages, PSC code is G008. All Quoters must have the NAICS code in their Representations and Certifications in SAM.gov and must be a small business under the NAICS code.

This is a performance-based solicitation which incorporates performance-based specifications by reference as if they were fully set forth herein.

1. SUBMISSION INSTRUCTIONS

In response to this Solicitation, you must submit the following information with your quote by Wednesday, July 28, 2025, at 1400 hours Eastern Standard Time (EST) electronically, to durba.ray@dot.gov in accordance with the RFQ:

a. Unique Entity Identification (UEI).

b. Cage Code Number.

c. Business: company’s name, address, point of contact information.

d. Offer, Standard Form (SF) 1449: When completing the “Offeror” portion of the SF 1449 fill in

Blocks 17a, 30a, 30b, and 30c. An official having the authority to contractually bind the company must sign the SF 1449 in accordance with FAR 13 and submit with the quote.

e. All amendments to the solicitation must be acknowledged by completing block 8, 15A, 15B, and 15C of SF 30 and submitted with the quote. All fillable clauses in the RFQ must be submitted with the quote.

f. QUOTE SUBMISSION FORMAT: Volumes I, and II shall be submitted in separate files, signed, dated, and emailed by Wednesday, July 28, 2025, at 1400 hours EST. All required quote elements shall be clearly labeled on each volume: Volume I – Technical (Not to exceed 7 pages) Volume II – Price (utilize provided pricing sheet). NO PRICING DATA SHALL BE SUBMITTED IN VOLUME I. Submissions will contain information used for the purposes of the Government’s evaluation for award.

g. The Quoter must be registered with an active status at SAM.gov at the time of quote submission, and upon award. Accounts shall remain active for the entire performance period of the resulting contract be eligible to compete under this solicitation.

h. PERIOD OF ACCEPTANCE: A quote received in response to this solicitation SHALL carry a 90-day acceptance period before prices need to be verified, extended, or re-negotiated. The offeror shall agree to hold the prices in its offer firm for 90 calendar days from the date specified for receipt of offers unless another time is specified in an addendum to the solicitation.

i. QUESTIONS: Questions must be emailed to the Contracting Officer’s email addresses provided above no later than 2:00 P.M. EST on Monday July17, 2025. The Government may not provide answers to questions received after this deadline. All responses will be provided via an amendment to the solicitation on SAM.gov. The subject line of the email must include the Solicitation number and Description. All correspondence from a potential Quoter sent in response to this solicitation must be clearly marked with the words: "Quoter Under Solicitation#

693JF725Q000007”.

j. A Quote submitted after the time and date specified (Wednesday, July 28, 2025, at 1400 hours Eastern Standard Time (EST)) will be considered LATE and will not be accepted.

mailto:durba.ray@dot.gov

Document Title:

2. BASIS FOR AWARD

Pursuant to FAR 13 the quoters will be evaluated based on the following Lowest Price Technically Acceptable (LPTA) which means that one award will be made to the technically acceptable proposal with the lowest evaluated price.

The Technical requirements are as follows:

a. Availability of the vendor: The personnel, database, accessibility to perform the services currently available or demonstrated to be made available when customer needs it during business hours 7:00 am to 4:30 pm.

b. Plan for performing services: The vendor’s plan for performing the required services.

c. Qualifications of the vendor: The qualifications and experience outlined in the PWS of the vendor, and particularly the project team members, including the consultants, proposed to be assigned to the project.

Fair Market Price: The contract must be awarded at fair market price; price analysis will be done to ensure the proposed price is reasonable and reflects market value of the goods and services; will consider the cost proposal and any relevant market research or pricing data.

Quote Submittal Instructions:

Ensure to include in the email Subject Line: “693JF725Q000007-Maritime Administration Insurance Verification on Title XI Vessels.”

The quote submission shall include 2 separate volumes, and pd-file names:

Volume 1 – Technical – no more than 5 pages, font size -11 pt easily readable text, such as Time Roman.

Volume 2 – Past Performance 2 pages Volume 3 – Price (utilize spreadsheet provided)

Volume 1 – Technical Approach

All Quoters must clearly explain their technical approach to meet the requirement in accordance with the Performance Work Statement (PWS).

All Quoters must meet the below minimum requirements in accordance with the Performance Work Statement:

1. The Quoters proposal demonstrates experience with Marine insurance and it's rules and regulations for compliance.

2. Proposal must demonstrate examples of at least five year’s prior experience reviewing vessel

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Insurance policies:

a. War Risk Policies

b. Property & Indemnity

c. Hull & Machinery

d. Pollution and Liability

2. Proposal must outline Quoter company’s experience with vessel insurance for Cargo Ships, Articulated Tug Barges, Platform Supply Vessels, and Tankers with examples.

3. Proposal must demonstrate detailed cost for handling all the vessels within the MARAD portfolio no matter how many vessels and the numbers of personnel to meet the requirement, their hourly rate, and number of hours annually.

Volume 2 – Past Performance –The Quoter must provide one example of relevant service in accordance with the PWS for this solicitation within 3 years from the date of the solicitation. The quoter’s example must include Contract number, agency name, provide name, email and phone number of the point of contact of the agency. period of performance, total dollar value per year (Size), description of the service provided, contract type (FFP or T&M or labor hour). Government may contact the POC for any additional Past Performance information.

Volume 3 -Factor three – Price Quote

The Quoter shall submit a Firm-Fixed Price Quote utilizing the Pricing Sheet attached for all work described in the RFQ. In this section, the offeror(s) shall provide a detailed price quote in accordance with the RFQ. Total ceiling amount is $250,000 for the base and four one-year options ($50,000 for the base year). First year ceiling is $50,000.00. Total evaluated price (One 12 months of base period and 4 one-year options) will be the sum of quotes for all services to be provided per the PWS The Period of Performance will be: 8/14/2025 to 8/13/2030 with base plus four one- year options. Price will be evaluated to verify the price is fair and reasonable. The Quoter is encouraged to provide discount and identify in the attachment 2- pricing sheet. Provide explanation/narrative and justification on your proposed quote, and an excel spreadsheet breakdown of total amount including any cost, clearly identifying the labor categories as identified in the PWS, its hourly rate, any discounts rates utilizing the Attachment 1-Pricing sheet. The offeror shall also provide a copy of their commercial price lists. The Quoter is not allowed to exceed the ceiling amount.

3. EVALUATION PROCEDURES

One award will be made to the best value, technically acceptable proposal with the lowest evaluated price.

The evaluator(s) will be looking at technical criteria, past performance and price as mentioned above.

4. EVALUATION METHODOLOGY

See below how below technical evaluation factors will be evaluated:

4.1. EVALUATION FACTOR ONE -TECHNICAL

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To be acceptable, offeror’s quote must meet or exceed all the requirements of the factor one of the Solicitation (including all stated terms, conditions, representations, certifications, and all other information required by this solicitation) in accordance with the PWS.

4.2 Table: 1 - Factor One: Technical and Past Performance will result in ratings of ACCEPTABLE, or UNACCEPTABLE

RATING SYMBOL DESCRIPTION

ACCEPTABLE A Quote meets or exceeds the requirements of the Solicitation (including all stated terms, conditions, representations, certifications, and all other information required by this solicitation) and the Performance Work Statement. Risk is low.

UNACCEPTABLE U Quote did not include all the required technical factors and sub factors.

Quote did not provide information that demonstrates the ability to meet schedule requirements, as outlined in the SOW and the solicitation. Risk is high and un-awardable.

FACTOR TWO: Past Performance

Past Performance will be evaluated based on relevant scope, size, and complexity. Above section 4.2 Table 1 will be used for rating. Government may use additional information such as CPARS to review Past Performance.

FACTOR THREE: Price

This requirement will have a ceiling price of $250,000 for base plus four one-year options ($50,000 for the base year). Mandatory: Quoters price should not exceed the ceiling amount. Must use the Attachment 2 – Pricing sheet to provide the pricing proposal and clearly explain your proposed price, any assumption etc. Price will be evaluated to verify the price is fair and reasonable.

5. OBSERVATION OF LEGAL HOLIDAYS AND EXCUSED ABSENCES

(a) The Contractor is not required to perform services on 12 Federal holidays. The Government hereby provides Notice and Contractor hereby acknowledges Receipt that Government personnel observe the listed days as holidays:

New Year’s Day Labor Day Martin Luther King Jr.’s Birthday Columbus Day President’s Day Veteran’s Day Memorial Day Inauguration Day Juneteenth Day Thanksgiving Day Independence Day Christmas Day

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(b) In addition to the days designated as holidays, the Government observes the following days:

Any other day designated by Federal Statute.

Any other day designated by Executive Order Any other day designated by President’s Proclamation

(c) It is understood and agreed between the Government and the Contractor, that observance of such days by Government personnel shall not otherwise be a reason for an additional period of performance, or entitlement to compensation. In the event the Contractor’s personnel work during the holiday, they may be reimbursed by the Contractor, however, no form of holiday or other premium compensation will be reimbursed either as a direct or indirect cost, other than their normal compensation for the time worked.

This provision does not preclude reimbursement for authorized premium pay.

6. CONTRACT ADMINISTRATION DATA

(a) Upon award, this contract will be administered by the MARAD. The name, address, and telephone number of he Contracting Officer is:

Durba Ray, Contracting Officer 1200 New Jersey Avenue, SE Washington, DC 20590-0001 durba.ray@dot.gov

(b) The Contracting Officer is the only person authorized to approve changes or modify any of the requirements under this contract and notwithstanding any provisions contained elsewhere in this contract, the authority remains solely with the Contracting Officer. In the event the Contractor effects any change at the direction of any person other than the Contracting Officer, the change will be considered to have been made without authority and no adjustment will be made in the contract price to cover any increase in cost incurred as a result thereof.

(c) Contractual problems, of any nature, which might occur during the life of the contract must be handled in accordance with very specific public laws and regulations (e.g. FAR) and must be referred to the Contracting Officer for resolution. Only the Contracting is authorized to formally resolve such problems.

Therefore, the contractor is directed to submit all such contractual problems to the immediate attention of the Contracting Officer.

(d) Any request for contract for contract changes/modifications shall be submitted to the Contracting Officer.

(e) All correspondence concerning this contract, such as requests for information, explanation of terms, and contract interpretations, shall be submitted to the Contracting Officer.

Designation of Contracting Officer Representative is:

Paul Jasper Loan Specialist mailto:durba.ray@dot.gov

Document Title:

Department of Transportation/Maritime Administration Office of Marine Financing 1200 New Jersey Ave. S.E., Room W23-414 Washington, DC 20590

(202) 366-5870 or his authorized representative is designated as the Assistant Contracting Officer Representative for surveillance of workmanship and inspection of materials for work being performed under this contract.

This clause in no way authorizes anyone other than the Contracting Officer to commit the Government to changes in terms of the contract.

FAR 52.252-1 Solicitation Provisions Incorporated by Reference (Feb 1998)

This solicitation incorporates one or more solicitation provisions by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. The offeror is cautioned that the listed provisions may include blocks that must be completed by the offeror and submitted with its quotation or offer. In lieu of submitting the full text of those provisions, the offeror may identify the provision by paragraph identifier and provide the appropriate information with its quotation or offer. Also, the full text of a solicitation provision may be accessed electronically at this/these address(es): https://www.acquisition.gov

(End of provision)

Clause Title Date 52.204-13 System for Award Management Maintenance OCT 2018

CLAUSES INCORPORATED BY FULL TEXT

FAR 52.217-8 OPTION TO EXTEND SERVICES (NOV 1999)

The Government may require continued performance of any services within the limits and at the rates specified in the contract. These rates may be adjusted only as a result of revisions to prevailing labor rates provided by the Secretary of Labor. The option provision may be exercised more than once, but the total extension of performance hereunder shall not exceed 6 months. The Contracting Officer may exercise the option by written notice to the Contractor within 30 days.

FAR 52.217-9 OPTION TO EXTEND THE TERM OF THE CONTRACT (Mar 2000)

(a)The Government may extend the term of this contract by written notice to the Contractor within 60 days; provided that the Government gives the Contractor a preliminary written notice of its intent to extend at least 60 days before the contract expires. The preliminary notice does not commit the Government to an extension.

https://www.acquisition.gov/

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(b)If the Government exercises this option, the extended contract shall be considered to include this option clause.

(c)The total duration of this contract, including the exercise of any options under this clause, shall not exceed 66 months.

FAR 52.233-2 SERVICE OF PROTEST (SEP 2006)

(a) Protests, as defined in section 33.101 of the Federal Acquisition Regulation, that are filed directly with an agency, and copies of any protests that are filed with the General Accounting Office (GAO), shall be served on the Contracting Officer by obtaining written and dated acknowledgment of receipt from:

OFFICE OF ACQUISITIONS (MAR-380)

ATTN: Durba Ray U.S. DOT/Maritime Administration 1200 New Jersey Avenue, SE

MAIL STOP: W26-416

Washington, DC 20590

(b) The copy of any protest shall be received in the office designated above within one day of filing a protest with GAO.

Transportation Acquisition Regulation (TAR) clauses The following Transportation Acquisition Regulation clauses are incorporated by reference with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at https://www.transportation.gov/assistant-secretary-administration/procurement/tar-part-1252-solicitations-provisions-and-contract

Clause Title Date 1252.223-73 Seat Belt Use Policies and Programs APR 2005 1252.239-70 Security requirements for unclassified information technology resources NOV 2022 1252.239-75 DOT Protection of Information About Individuals, PII, and Privacy Risk

Management Requirements

NOV 2022

1252.223-73 Seat Belt Use Policies and Programs NOV 2022 1252.239–93 Information and Communication Technology Accessibility NOV 2022 1252.242-70 Dissemination of Information – Educational Institutions NOV 2022 1252.242-71 Contractor Testimony NOV 2022

TAR Clauses incorporated in full text:

http://www.transportation.gov/assistant-secretary-administration/procurement/tar-part-1252-

Document Title:

1252.201-70 CONTRACTING OFFICER'S TECHNICAL REPRESENTATIVE (NOV 2022)

(a) The Contracting Officer may designate Government personnel to act as the Contracting Officer's Representative (COR) to perform functions under the contract such as review and/or inspection and acceptance of supplies, services, including construction, and other functions of a technical nature. The Contracting Officer will provide a written notice of such designation to the Contractor within five working days after contract award or for construction, not less than five working days prior to giving the contractor the notice to proceed. The designation letter will set forth the authorities and limitations of the COR under the contract.

(b) The Contracting Officer cannot authorize the COR or any other representative to sign documents (i.e., contracts, contract modifications, etc.) that require the signature of the Contracting Officer.

(End of clause)

MARAD CLAUSES

MCL.G-3 Invoice Submission Instructions

IMPORTANT INFORMATION FOR VENDORS/CONTRACTORS- Updated Invoicing Instruction

DOT utilizes the Delphi eInvoicing web portal for processing invoices. Access to Delphi eInvoicing web portal is granted with electronic authentication of credentials (name & valid email address) utilizing the GSA credentialing platform login.gov. For vendors submitting invoices or payment requests, they will be required to submit invoices via the Delphi eInvoicing web portal which is authenticated via www.login.gov.

Vendors must meet the following minimum requirements to submit invoices through the Delphi eInvoicing web-portal:

1. Vendors shall have electronic internet access to register in the U.S.

General Services Administration’s (GSA) Login.gov and to the Delphi eInvoicing web portal;

2. The identity of system users will be verified prior to receiving access to the Delphi eInvoicing web-portal via registration with login.gov. Information required for Login.gov includes his/her email address, full name, phone number, and password;

3. Once notified by their agency POC, system users shall register with and create an account with GSA Login.gov. System users will provide his/her email address and receive an email back to confirm. They will then create a password and input a telephone number and opt to receive either a personal call from Login.gov or text message with an authentication code;

4. Once the user is authenticated in Login.gov, he/she shall work with their agency POC to request access to the Delphi eInvoicing web portal. The POC will complete a Delphi eInvoicing web-portal User Access Request (UAR) to include the users full name, http://www.login.gov/

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contact phone number, work e-mail address. Additionally, the agency POC will include the vendor name, purchase order (contract) numbers (or supplier number) and agency doing business with to complete and electronically submit the UAR for processing;

5. Once the UAR is submitted, it will be electronically approved by the Access Control Officer (ACO) assigned to OA associated with the contract award or grant and then forwarded to the Delphi eInvoicing helpdesk to create the account. Once the account is created an e-mail will be generated to the user with instruction on accessing their Delphi eInvoicing web portal account. An e-mail will also be sent to the agency POCwho initiated the UAR.

A. Definition.

Payment request, as used in this subpart, means a bill, voucher, invoice, or request for contract financing payment with associated supporting documentation.

B. Electronic payment requests—invoices.

(a) Requirements. Contracts shall require the electronic submission of payment requests, except for—

(1) Purchases paid for with a Governmentwide commercial purchase card;

(2) Classified contracts or purchases when electronic submission and processing of payment requests could compromise classified information or national security; or

(b) As directed by the contracting officer to submit payment requests by mail.

(c) Alternate procedures. Where a contract requires the electronic submission of invoices, the contracting officer may authorize alternate procedures only if the contracting officer makes a written determination that the Department of the Transportation (DOT) is unable to receive electronic payment requests or provide acceptance electronically and it is approved one level above the contracting officer.

For contractors/vendors who are unable to utilize DOT’s Delphi eInvoicing web-portal, waivers may be considered on a case-by-case basis. Vendors should contact the Contracting Officer’s Representative for assistance and reach out to the Accounts Payable department for review and approval.

(d) DOT electronic invoicing system. DOT utilizes the Delphi eInvoicing web portal to facilitate the electronic submission and approval of vendor invoices and certain grantee payment requests. Except as provided in paragraphs (a) and (b) of this section, contracting officers and DOT finance officials shall process electronic payment submissions through the Delphi eInvoicing web portal. If the requirement for electronic submission of payment requests is waived under paragraph (a) or paragraph (b) of this section, the contract or alternate payment authorization, as

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applicable, shall specify the form and method of payment request submission.

C. Electronic authentication.

Access to Delphi eInvoicing is granted with electronic authentication of credentials (name & valid email address) utilizing the GSA credentialing platform login.gov. For vendors submitting invoices, they will be required to submit invoices via the Delphi eInvoicing web portal which is authenticated via login.gov.

D. Contract clause.

Contracting officers shall insert the clause provided in Section E. below, Electronic Submission of Payment Requests, in solicitations and contracts exceeding the micro-purchase threshold, except those for which the contracting officer has directed or approved otherwise under Section B. above, and those paid with a Governmentwide commercial purchase card.

E. Electronic Submission of Payment Requests.

ELECTRONIC SUBMISSION OF PAYMENT REQUESTS

(a) Definitions. As used in this clause—

(1) Contract financing payment has the meaning given in FAR 32.001.

(2) Payment request means a bill, voucher, invoice, or request for contract financing payment or invoice payment with associated supporting documentation. The payment request must comply with the requirements identified in FAR 32.905(b), “Content of Invoices,” this clause, and the applicable Payment clause included in this contract.

(3) Electronic form means an automated system transmitting information electronically according to the accepted electronic data transmission methods and formats identified in paragraph (c) of this clause. Facsimile, email, and scanned documents are not acceptable electronic forms for submission of payment requests.

(4) Invoice payment has the meaning given in FAR 32.001.

(b) Electronic payment requests. Except as provided in paragraph (e) of this clause, the contractor shall submit payment requests in electronic form. Purchases paid with a Governmentwide commercial purchase card are considered to be an electronic transaction for purposes of this rule, and therefore no additional electronic invoice submission is required.

(c) The Department of Transportation utilizes the Delphi eInvoicing web-portal for processing invoices. For vendors submitting invoices, and certain grantees submitting payment requests, they will be required to submit invoices via Delphi eInvoicing which is accessed and and authenticated via www.login.gov

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(d) The following FAR section applies (32.905 Payment documentation and process). In order to receive payment and in accordance with the Prompt Payment Act, all invoices submitted as attachments in the Delphi e Invoicing web-portal shall contain the following:

(a) General. Payment will be based on receipt of a proper invoice and satisfactory contract performance.

(b) Content of invoices.

(1) A PROPER INVOICE MUST INCLUDE THE FOLLOWING ITEMS

(except for interim payments on cost reimbursement contracts for services):

(i) Name and address of the contractor.

(ii) Invoice date and invoice number. (Date invoices as close as possible to the date of mailing or transmission.)

(iii) Contract number or other authorization for supplies delivered or services performed (including order number and contract line item number).

(iv) Description, quantity, unit of measure, unit price and extended price of supplies delivered or services performed.

(v) Shipping and payment terms (e.g., shipment number and date of shipment, discount for prompt payment terms). Bill of lading number and weight of shipment will be shown for shipments on Government bills of lading.

(vi) Name and address of contractor official to whom payment is to be sent (must be the same as that in the contract or in a proper notice of assignment).

(vii) Name (where practicable), title, phone number and mailing address of person to notify in the event of a defective invoice.

(e) Payment system registration. All persons accessing the Delphi eInvoicing web-portal will be required to have their own unique user Delphi eInvoicing ID and password and be credentialed through login.gov.

(1) Electronic authentication. See www.login.gov for instructions. Click on the following link for instructions on establishing a login.gov account: https://login.gov/help/creating-an-account/how-do-i-create-an-account-with-logingov/.

(2) To create a login.gov account, the user will need a valid email address and a working phone number. The user will create a password and then login.gov will reply with an email confirming the email address.

(3) Agency POC’s will be responsible for communicating with vendor POC’s to initiate the Delphi eInvoicing account creation process. Vendor POC’s who will require access to the eInvoicing web-portal for invoice submission and payment tracking purposes will be required to provide their full name, valid email address, and current phone number to the agency POC to initiate the Delphi eInvoicing web-portal account. Vendor users and the agency POC will be notified via e-mail when the account is created. The vendor user will be provided detailed instructions for logging into their Delphi

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eInvoicing account.

(4) Training on Delphi. To facilitate use of DELPHI, comprehensive user information is available at http://einvoice.esc.gov

(5) Account Management. Vendors are responsible to contact the Delphi Help Desk when their firm’s points of contacts will no longer be submitting invoices so they can be removed from the system.

Instructions for contacting the Delphi Help Desk can be found at http://einvoice.esc.gov

Point of Contact:

Contracting Officer: Alfredia Rich-Murphy: alfredia.rich-murphy@dot.gov

Vendor coordinator:

Primary: Felicia Eberling: Felicia.eberling@dot.gov

Alternate: Henry Puppe: henry.puppe@dot.gov http://einvoice.esc.gov/ http://einvoice.esc.gov/ mailto:alfredia.rich-murphy@dot.gov mailto:Felicia.eberling@dot.gov mailto:henry.puppe@dot.gov

Performance Work Statement for Maritime Administration Insurance Verification on Title XI Vessels

1. Background:

The Contractor will support the U.S. Department of Transportation (DOT), Maritime Administration’s (MARAD) Office of Marine Financing (OMF) and the Office of Financial Approvals & Marine Insurance (MAR-770) by continued verification of insurance requirements, providing advice and recommendations to mitigate risk and exposures, providing shipbuilders repair risk support, and providing any claims support as needed support for the financed vessels in its portfolio. OMF is charged with managing the Federal Ship Financing Program, authorized by 46 U.S.C. Chapter 537 (“Title XI”).

2. Scope/Objectives:

The Contractor will provide support in the following areas for OMF & MAR-770 in the following areas so that MARAD can validate the insurance on the vessels in its portfolio an ongoing basis, continue to implement federal credit best practices, meet MAR-770’s General Insurance Requirement, and maintain compliance with previous program audit recommendations:

• Reviewing the Certificate of Insurance.

• Reviewing the Certificate of Entry.

• Reporting to MARAD any such lapses in insurance or non-payments of said insurances or any other instances of non-compliance with Title XI loan documentation or requirements.

• Provide recommendations to further marine insurance compliance.

3. Tasks:

For all of the loans in the Title XI portfolio:

a) Reviewing the Certificate of Insurance:

i. Whether insurance meets the requirements of the Title XI Loan Documentation.

a. Was obtained Insurance from Approved Underwriters?

b. Was American Marine Insurance Considered First?

c. Was Renewal of Insurance Completed before Expiration of Previous Policy?

If not, were Regulatory Procedures Followed to Correct?

d. Is the Policy under the Latest American Institute of Marine Underwriter’s

Form or Equivalent Approved by MARAD?

e. Is Coverage of the Minimum Set forth by MARAD?

f. Are Deductibles Limited to the Amount in the Loan Documentation?

g. Is the Underwriter of the Type Approved by MARAD?

h. Is MARAD listed as “Co-Assured”?

i. Is MARAD listed as “Loss Payee”?

j. Is the NEW YORK SUABLE CLAUSE incorporated?

k. Is U.S.A. SERVICE OF SUITE CLAUSE (MARINE) incorporated?

l. Are Registered Agents listed?

m. …and, as per MAR-770, any other MARAD Requirements.

ii. Whether Insurance is current.

iii. Whether payments for insurance are current.

b) Reviewing the Certificate of Entry.

c) Reporting to MARAD any such lapses in insurance or non-payments of insurances or any other instances of non-compliance with Title XI loan documentation or requirements.

d) Provide recommendations to further marine insurance compliance.

Deliverable Date

Reviewing the Certificates of Insurance for all Title XI Vessels As Insurances are Renewed

Reviewing Certificates of Entry for all Title XI Vessels As Insurances are Renewed

Providing Reports on Vessel’s Status Quarterly

Provide Recommendations to Further Marine Insurance Compliance As Needed

4. Deliverables:

Deliverable

PWS

Reference Format Submit to: Due Date

Reviewing the Certificates of Insurance for all Title XI Vessels 3(a) Electronically COR As Insurances are

Renewed

Reviewing Certificates of Entry for all Title XI Vessels 3(b) Electronically COR As Insurances are

Renewed

Providing Reports on Vessel’s Status 3(c) Electronically COR Quarterly

Provide Recommendations to Further Marine Insurance Compliance

3(d) Electronically COR As Needed

5. Key Personnel/Personnel Requirements

a) Insurance Reviewer

Experience and Skills: 5 years’ experience reviewing vessel insurance including war risk, indemnity, Education: Four-year undergraduate degree in Business or Economics or Finance.

6. Period of Performance

The performance period is one (1) year base year.

Tasks Performed in Each Year:

Timeline for Performance Periods (Approximated – TBD):

Period of Performance Length Date of Commencement Date of Completion Base Period One (1) Year August 4, 2025 August 3, 2026 Option Period One One (1) Year August 4, 2026 August 3, 2027 Option Period Two One (1) Year August 4, 2027 August 3, 2028 Option Period Three One (1) Year August 4, 2028 August 3, 2029 Option Period Four One (1) Year August 4, 2029 August 3, 2030

Performance will take place at the Contractor’s location during usual work hours. However, no specific work hours’ requirement other than availability for its training and meeting requirements during Eastern Standard Time working hours.

Task

Base Year Reviewing the Certificates of Insurance for all Title XI Vessels Reviewing Certificates of Entry for all Title XI Vessels Providing Reports on Vessels’ Status Provide Recommendations to Further Marine Insurance Compliance Option Years 1 to 4 Reviewing the Certificates of Insurance for all Title XI Vessels Reviewing Certificates of Entry for all Title XI Vessels Providing Reports on Vessels’ Status Provide Recommendations to Further Marine Insurance Compliance

7. Equipment Available for Contractor Use

MARAD will not provide any equipment necessary for the Contractor to complete its duties under the contract or produce required deliverables.

8. Security Requirements

No personnel security clearances for the Contractor are required.

9. Travel Reimbursement

No travel required for this contract, nor will any be reimbursed.

10. Other

No other specific requirements.

11. List of Attachments – No attachments

12. Location -Work completion at Contractor’s Work Site.

13. ATTACHMENT 1: PERFORMANCE REQUIREMENTS SUMMARY

Required Services

(Tasks)

Performance

Standards

Acceptable Quality

Levels

Methods of Surveillance

(Impact on Contractor Payments)

Reviewing the Certificates of Insurance for all Title XI Vessels

All outlined deliverables in Exhibit A are delivered when specified.

All deliverables are accurate or quickly resolved.

100%.

The COR notes instances of non-conforming items and provides CO with written notification.

Deduction of prorated amount of yearly contract amount based on the number of financings in portfolio for every verification not completed to the standards set in Exhibit A.

Reviewing Certificates of Entry for all Title XI Vessels

No standard.

Simply Attend if needed.

100%

The COR notes instances of non-conforming items and provides CO with written notification.

No Deduction.

Providing Reports on Vessel’s Status

No standard.

Simply Attend if needed.

100%

The COR notes instances of non-conforming items and provides CO with written notification.

Deduction of prorated amount of yearly contract amount based on the number of financings in portfolio.

Provide Recommendations to

All outlined deliverables in Exhibit A are

100% The COR notes instances of non-conforming items and

No Deduction.

Required Services

(Tasks)

Performance

Standards

Acceptable Quality

Levels

Methods of Surveillance

(Impact on Contractor Payments)

Further Marine Insurance Compliance delivered when specified.

All deliverables are accurate or quickly resolved.

provides CO with written notification.