AMD Financial Advisor

Closed Solicitation Posted

Solicitation number
83310121Q0008
Agency
Export Import Bank of the US
Responses due
Set-aside
Total Small Business

Opportunity facts

NAICS code
523930 Investment Advice
PSC
R422 Support- Professional: Market Research/Public Opinion
Place of performance
Washington DC 20571 USA

Notice details come from SAM.gov. Updated .

About this opportunity

The Export-Import Bank of the United States seeks financial advisory services through Request for Quotation number 83310121Q0008. The selected contractor shall provide guidance to the agency on post-restructuring monitoring of risks for an energy and mining project in an undisclosed foreign country, and evaluate debt recovery issues and options following debt restructuring or expiration of a power purchase agreement. Proposals will be evaluated on technical qualifications, past performance, and price, with technical qualifications and past performance when combined being significantly more important than price. Questions are due by November 25th and proposals are due by December 2nd.

This requirement is set aside exclusively for small businesses in NAICS code 523930, Investment Advice, with a size standard of $41.5 million average annual revenue. The incumbent contractor is identified as Purchase Order EXIM-16-P-0023. The agency will award a labor hour purchase order for an unspecified performance period. Services will include ongoing advisory support related to commercial, financial, operating, country and industry risks affecting debt service and capacity for the energy and mining project located in Washington, D.C.

Notice text

3 versions

Update #3 · Latest ·

•  Amendment 2 serves to upload and include the EXIM Contractor Past Perf Eval document.

          The Final Due Date for this remains Wednesday Dec 2, 2020 at 4pm EST.  EXIM Bank looks forward to receiving your submittal.

•  Amendment 1 serves to answer all questions and no further questions will be accepted prior to RFQ Final Due Date.

           The Final Due Date for this remains Wednesday Dec 2, 2020 at 4pm EST.  EXIM Bank looks forward to receiving your submittal.

This is a combined synopsis/solicitation for commercial services prepared in accordance with the format in Subpart 12.6, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; proposals are being requested and a written solicitation will not be issued. 

This combined synopsis/solicitation is being issued as Request for Quotation (RFQ) number 83310121Q0008.  This combined synopsis/solicitation document incorporates provisions and clauses and includes amendments through 2020-09 FAR revisions effective 10-26-2020, including all FAR Circulars issued as of the date of this synopsis. THIS REQUIREMENT IS SET-ASIDE 100% FOR SMALL BUSINESS. The North American Industry Classification System (NAICS) code is 523930, Investment Advice. The small business size standard is $41.5 million.

The Export-Import Bank of the US anticipates awarding a performance based Labor Hour Purchase order for Financial Advisor services.  The contractor shall provide services that include but are not limited to (1) guidance to EXIM Bank on post-restructuring monitoring of EVM project country, industry, commercial, financial, and operating risk affecting EVM debt service and operating capacity, and (2) guidance to EXIM Bank on evaluating EVM debt recovery issues and options (a) post debt restructuring and (b) after the expiration of the EVM Power Purchase Agreement. 

Questions related to this RFQ are due at 2:00PM Eastern Standard Time, November 25, 2020. The Government will post an amendment with answers to these questions as soon as possible. Please send questions regarding the solicitation via e-mail to Robyn Moore at robyn.moore@exim.gov. No phone calls will be accepted. 

The due date for Quotes is 4:00PM Eastern Standard Time, December 2, 2020. Offerors shall send proposals via e-mail to Robyn Moore at robyn.moore@exim.gov.

Update #2 ·

•  Amendment 1 serves to answer all questions and no further questions will be accepted prior to RFQ Final Due Date.

           The Final Due Date for this remains Wednesday Dec 2, 2020 at 4pm EST.  EXIM Bank looks forward to receiving your submittal.

This is a combined synopsis/solicitation for commercial services prepared in accordance with the format in Subpart 12.6, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; proposals are being requested and a written solicitation will not be issued. 

This combined synopsis/solicitation is being issued as Request for Quotation (RFQ) number 83310121Q0008.  This combined synopsis/solicitation document incorporates provisions and clauses and includes amendments through 2020-09 FAR revisions effective 10-26-2020, including all FAR Circulars issued as of the date of this synopsis. THIS REQUIREMENT IS SET-ASIDE 100% FOR SMALL BUSINESS. The North American Industry Classification System (NAICS) code is 523930, Investment Advice. The small business size standard is $41.5 million.

The Export-Import Bank of the US anticipates awarding a performance based Labor Hour Purchase order for Financial Advisor services.  The contractor shall provide services that include but are not limited to (1) guidance to EXIM Bank on post-restructuring monitoring of EVM project country, industry, commercial, financial, and operating risk affecting EVM debt service and operating capacity, and (2) guidance to EXIM Bank on evaluating EVM debt recovery issues and options (a) post debt restructuring and (b) after the expiration of the EVM Power Purchase Agreement. 

Questions related to this RFQ are due at 2:00PM Eastern Standard Time, November 25, 2020. The Government will post an amendment with answers to these questions as soon as possible. Please send questions regarding the solicitation via e-mail to Robyn Moore at robyn.moore@exim.gov. No phone calls will be accepted. 

The due date for Quotes is 4:00PM Eastern Standard Time, December 2, 2020. Offerors shall send proposals via e-mail to Robyn Moore at robyn.moore@exim.gov.

Update #1 ·

This is a combined synopsis/solicitation for commercial services prepared in accordance with the format in Subpart 12.6, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; proposals are being requested and a written solicitation will not be issued. 

This combined synopsis/solicitation is being issued as Request for Quotation (RFQ) number 83310121Q0008.  This combined synopsis/solicitation document incorporates provisions and clauses and includes amendments through 2020-09 FAR revisions effective 10-26-2020, including all FAR Circulars issued as of the date of this synopsis. THIS REQUIREMENT IS SET-ASIDE 100% FOR SMALL BUSINESS. The North American Industry Classification System (NAICS) code is 523930, Investment Advice. The small business size standard is $41.5 million.

The Export-Import Bank of the US anticipates awarding a performance based Labor Hour Purchase order for Financial Advisor services.  The contractor shall provide services that include but are not limited to (1) guidance to EXIM Bank on post-restructuring monitoring of EVM project country, industry, commercial, financial, and operating risk affecting EVM debt service and operating capacity, and (2) guidance to EXIM Bank on evaluating EVM debt recovery issues and options (a) post debt restructuring and (b) after the expiration of the EVM Power Purchase Agreement. 

Questions related to this RFQ are due at 2:00PM Eastern Standard Time, November 25, 2020. The Government will post an amendment with answers to these questions as soon as possible. Please send questions regarding the solicitation via e-mail to Robyn Moore at robyn.moore@exim.gov. No phone calls will be accepted. 

The due date for Quotes is 4:00PM Eastern Standard Time, December 2, 2020. Offerors shall send proposals via e-mail to Robyn Moore at robyn.moore@exim.gov.

Attachments

Files attached to this notice, newest first
File Type Posted
EXIM Contractor Past Perf Eval.pdf PDF
RFQ 83310121Q0008 QA document.pdf PDF
RFQ.pdf PDF
Attachment III - Provisions-Clauses.pdf PDF
Attachment V- Evaluation-Basis of Award.pdf PDF
Attachment I - Pricing.pdf PDF
Attachment IV - Special Requirements.pdf PDF
Attachment II - PWS.pdf PDF

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