Credit and Bank Training
Closed Solicitation Posted
- Solicitation number
- 83310126Q0057
- Agency
-
Export Import Bank of the US
- Responses due
- Set-aside
- No set-aside
Opportunity facts
- NAICS code
- 611519 Other Technical and Trade Schools
- Place of performance
- United States
Notice details come from SAM.gov. Updated .
About this opportunity
The Export Import Bank of the United States seeks a Commercial Off-the-Shelf credit and banking training program combining eLearning and instructor-led training, with quotations due August 31 and questions due August 14. This is an unrestricted, full and open market acquisition under FAR 13.5 simplified procedures, subject to funding availability.
Place of performance is EXIM's headquarters in Washington, DC at 811 Vermont Avenue, N.W. The requirement includes 100–150 annual eLearning licenses (self-paced) and four in-person ILT sessions annually with 15–25 participants per session, running 9:00 AM to 4:30 PM. Training curriculum must cover credit risk and financial analysis, risk management and credit risk certifications, trade finance and export credit, international banking, commercial lending, treasury and banking operations, and development finance. The contractor must provide hard copy materials at least ten days before each ILT module and digital materials one to two weeks prior. Instructors must demonstrate proven experience in corporate credit lending and hold industry-recognized certificates for Continuous Learning Credits and Continuing Professional Education. Post-instruction evaluations are required. Period of performance is up to five years with an option to extend up to six months.
The estimated budget is $100,000–$200,000 annually, with a maximum aggregate value not exceeding the FAR 13.5 simplified acquisition threshold. All costs, including instructor travel, per diem, shipping, freight, and tariff or duty charges, must be included in the quoted price with no additional costs permitted afterward. Award will be made on best value basis considering management approach, pricing, and past performance (offerors submitting fewer than two past performance examples receive no higher than a neutral rating). The contract type is firm fixed-price. NAICS codes are 611519 and 611430 with respective SBA size standards of $21 million and $15 million. Quotations must be submitted via email to patricia.ludlow@exim.gov with required documentation including SF 1449, management approach (ten pages maximum), past performance questionnaire, pricing sheet, and EXIM 800-171 Attestation Form.
Notice text
***SUBJECT TO THE AVAILABILITY OF FUNDS***
This is a combined synopsis/solicitation for commercial items or service prepared in accordance with FAR 13.5 and 12 using the publicizing requirements of FAR Part 5. This announcement constitutes the only solicitation. Quotations IAW instructions to potential offerors to be considered for award within the attached solicitation.
Synopsis/Solicitation 83310126Q0057 is issued as a Request for Quotation (RFQ). The provisions and clauses incorporated in this solicitation are those in effect through the Federal Acquisition Regulation (FAR) as of the date of issuance.
The Export Import Bank of the US (EXIM) intends to procure product Credit and Bank Training licenses and services. Reference the attached solicitation for details.
All costs associated with this requirement must be included in the quoted price. This includes shipping and freight as well as any tariff or duty charges. No additional costs may be added afterwards. The Government will utilize 13.5 - Simplified Procedures for Certain Commercial Products and Commercial Services, and the order will be issued on a firm fixed-price basis.
All responsible offerors shall submit a quotation in response to this solicitation. By submission of a quotation, the offeror represents compliance with the applicable representations and certifications, which are incorporated by reference and completed in the System for Award Management (SAM), as applicable. Submission of a quotation shall constitute the offeror’s unconditional agreement to the terms and conditions of this solicitation.
Offerors are encouraged to submit published pricing, historical pricing data, or other information to support the Government’s price analysis and determination of fair and reasonable pricing. Award basis will be made on offeror being responsive, responsible, and having past performance, with the lowest price.
Any information submitted by respondents to this notice is strictly voluntary. This notice should not be construed as commitment by the government for any purpose. NO TELEPHONE INQUIRIES WILL BE ACCEPTED.
NOTE: There is no incumbent contract or contractor nor historical data for this requirement.
In order to be eligible for award, firms must be registered in the System for Award Management (SAM). Offerors may obtain information on registration in SAM via the Internet at https://www.sam.gov.
QUESTIONS TO BE SUBMITTED TO patricia.ludlow@EXIM.gov NO LATER THAN August 14, 2026 (Friday) / 5:00pm Eastern Time (ET).
RFQ CLOSING DUE DATE AND TIME: August 31, 2026 (Monday), 5:00pm Eastern Time (ET)
SUBMIT OFFER TO: patricia.ludlow@exim.gov with Synopsis-Solicitation Number 83310126Q1BDE in the subject line.
Files
| File | Type | Posted |
|---|---|---|
| SF1449_Credit and Bank Training.pdf | ||
| 20240712 - EXIM 800-171 Attestation Form.pdf | ||
| EXHIBIT1-PAST PERFORMANCE QUESTIONNAIRE.docx | DOCX document | |
| 83310126Q0057_solicitation_Credit and Bank Training.pdf | ||
| Offeror Self-Evaluation Checklist.docx | DOCX document | |
| PRICE SHEET for Credit and Bank Training.xlsx | XLSX spreadsheet |
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